Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
JANE'S TRUST FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)HEMENWAY BARNES LLP PO BOX 96120
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA021961209
A Employer identification number

27-3422536
B Telephone number (see instructions)

(617) 227-7940
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$68,595,457
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 5,168,950
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 720,704 719,860  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,907,138
b Gross sales price for all assets on line 6a 7,222,852
7 Capital gain net income (from Part IV, line 2)... 4,692,611
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 241,731 545,389  
12 Total. Add lines 1 through 11........ 10,038,523 5,957,860  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 76,361 38,180   38,181
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 78 0   78
b Accounting fees (attach schedule)....... 17,032 8,516   8,516
c Other professional fees (attach schedule).... 107,235 107,235   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 62,293 40,156   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 370,374 369,874   500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 633,373 563,961   47,275
25 Contributions, gifts, grants paid....... 2,459,222 2,459,222
26 Total expenses and disbursements. Add lines 24 and 25 3,092,595 563,961   2,506,497
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,945,928
b Net investment income (if negative, enter -0-) 5,393,899
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 561,815 1,347,589 1,347,589
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 8,445,607 Click to see attachment9,704,418 14,778,529
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 35,036,761 Click to see attachment40,938,104 52,469,339
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 44,044,183 51,990,111 68,595,457
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 6,604,742 6,604,742
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 37,439,441 45,385,369
29 Total net assets or fund balances (see instructions)..... 44,044,183 51,990,111
30 Total liabilities and net assets/fund balances (see instructions). 44,044,183 51,990,111
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
44,044,183
2
Enter amount from Part I, line 27a .....................
2
6,945,928
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,000,000
4
Add lines 1, 2, and 3 ..........................
4
51,990,111
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
51,990,111
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c K-1 SUSTAINABLE ASSET FUND II, LP P    
d K-1 SUSTAINABLE ASSET FUND II, LP P    
e K-1 POLUNIN DEV COUNTRIES FD P    
K-1 POLUNIN DEV COUNTRIES FD P    
K-1 KILTEARN GLOBAL EQUITY P    
K-1 KILTEARN GLOBAL EQUITY P    
K-1 GLOBAL RESOURCE OPT FUND P    
K-1 GLOBAL RESOURCE OPT FUND P    
K-1 GQG PARTNERS GLOBAL EQUITY P    
K-1 GQG PARTNERS GLOBAL EQUITY P    
K-1 WHITESPRUCE FUND LP P    
K-1 WHITESPRUCE FUND LP P    
K-1 TRIDENT VIII, L.P. P    
K-1 LL MORTGAGE FUND P    
K-1 LL MORTGAGE FUND P    
STEWART INVESTORS GEMSL FUND P    
STEWART INVESTORS GEMSL FUND P    
K-1 IR&M CORE BOND FUND P    
K-1 IR&M CORE BOND FUND P    
COATUE OFFSHORE FUND P    
VALINOR CAPITAL PARTNERS OFFSHORE P    
K-1 CAPITAL DYNAMICS CHAMP VENT VI P    
K-1 CAPITAL DYNAMICS CHAMP VENT VI P    
K-1 ASIA ALTERNATIVES CAP PART II P    
K-1 DAVIDSON KEMPNER P    
K-1 DAVIDSON KEMPNER P    
K-1 HRJ CAPITAL VC VI INTL P    
K-1 STRATEGIC INVESTORS P    
K-1 STRATEGIC INVESTORS P    
K-1 HRJ CAPITAL VC V FOREIGN P    
K-1 HRJ GLOBAL BUY-OUT III EUROPE P    
K-1 HRJ GROWTH CAPITAL II, L.P. P    
K-1 HRJ GROWTH CAPITAL II, L.P. P    
K-1 HRJ GLOBAL BUY-OUT III US P    
K-1 HRJ GLOBAL BUY-OUT III US P    
K-1 CLEAN GROWTH FUND IV LP P    
K-1 CAPITAL DYNAMICS CHAMPION VENTURES V P    
K-1 CAPITAL DYNAMICS CHAMPION VENTURES V P    
K-1 HRJ CAPITAL VC VI INTL P    
K-1 CLEAN GROWTH FUND IV LP P    
K-1 TUCKERBROOK SB GLOBAL P    
K-1 ACCOLADE PARTNERS VII P    
HHR TITAN OFFSHORE LTD P    
NITORUM OFFSHORE FUND, LTD P    
K-1 CLEAN GROWTH FUND V LP P    
K-1 CLEAN GROWTH FUND V LP P    
ABDIEL QUALIFIED OFFSHORE PARTNERS P    
K-1 HRJ CAPITAL VC V FOREIGN P    
K-1 TA XIII-B, L.P. P    
K-1 TA XIII-B, L.P. P    
K-1 WYNNCHURCH CAPITAL PARTNERS P    
K-1 AACP INVESTORS, L.P. P    
K-1 AACP INVESTORS, L.P. P    
D1 CAPITAL PARTNERS OFFSHORE LP P    
KABOUTER INTL OPP OFFSHORE FUND II P    
K-1 OVERLOOK PARTNERS FUND L.P. P    
K-1 OVERLOOK PARTNERS FUND L.P. P    
K-1 TUCKERBROOK SB GLOBAL P    
VALINOR CAPITAL PARTNERS OFFSHORE P    
PASS-THROUGH GAINS P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 87,770   69,261 18,509
b 589,383   475,483 113,900
c       -3,210
d       -4,815
e       49,655
      110,448
      -133,598
      -414,951
      6,471
      75,195
      -64,295
      14,812
      59,018
      94,646
      2,452
      760
      4,943
      -50,124
      -11,058
      67,948
      111,048
2,535,584   1,255,596 1,279,988
33,642     33,642
      572
      282,799
      375,983
      70,861
      15,440
      152,787
      379
      356,952
      21,317
      527
      405
      57,179
      -1,223
      -26,828
      1,410
      774
      398,025
      15
      68,335
      -14,946
      249
2,304,344   1,572,846 731,498
28,960     28,960
      1,106
      3,131
550,922     550,922
      -53
      94
      141
      16
      4
      -8,966
129,527     129,527
42,637     42,637
      7,302
      53,588
      -1,344
858,525   975,931 -117,406
      87,500
61,558     61,558
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       18,509
b       113,900
c       -3,210
d       -4,815
e       49,655
      110,448
      -133,598
      -414,951
      6,471
      75,195
      -64,295
      14,812
      59,018
      94,646
      2,452
      760
      4,943
      -50,124
      -11,058
      67,948
      111,048
      1,279,988
      33,642
      572
      282,799
      375,983
      70,861
      15,440
      152,787
      379
      356,952
      21,317
      527
      405
      57,179
      -1,223
      -26,828
      1,410
      774
      398,025
      15
      68,335
      -14,946
      249
      731,498
      28,960
      1,106
      3,131
      550,922
      -53
      94
      141
      16
      4
      -8,966
      129,527
      42,637
      7,302
      53,588
      -1,344
      -117,406
      87,500
      61,558
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 4,692,611
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 74,975
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 74,975
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 74,975
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 59,628
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 13,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 72,628
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,347
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletHEMENWAY BARNES LLP Telephone no.bullet (617) 227-7940

    Located atbullet75 STATE STREETBOSTONMA ZIP+4bullet021091466
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    NANCY B GARDINER TRUSTEE
    1.25
    38,181 0 0
    C/O HEMENWAY BARNES LLP 75 STATE ST
    16TH FLOOR
    BOSTON,MA02109
    KURT F SOMERVILLE TRUSTEE
    1.25
    38,180 0 0
    C/O HEMENWAY BARNES LLP 75 STATE ST
    16TH FLOOR
    BOSTON,MA02109
    MARTHA S ROBES TRUSTEE
    1.25
    0 0 0
    C/O HEMENWAY BARNES LLP 75 STATE ST
    16TH FLOOR
    BOSTON,MA02109
    JEAN B STEVENSON TRUSTEE
    1.25
    0 0 0
    C/O HEMENWAY BARNES LLP 75 STATE ST
    16TH FLOOR
    BOSTON,MA02109
    ELIZABETH STEELE TRUSTEE
    1.25
    0 0 0
    C/O HEMENWAY BARNES LLP 75 STATE ST
    16TH FLOOR
    BOSTON,MA02109
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    12,236,694
    b
    Average of monthly cash balances.......................
    1b
    2,347,361
    c
    Fair market value of all other assets (see instructions)................
    1c
    43,701,291
    d
    Total (add lines 1a, b, and c).........................
    1d
    58,285,346
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    58,285,346
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    874,280
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    57,411,066
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,870,553
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,870,553
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    74,975
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    74,975
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,795,578
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,795,578
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,795,578
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,506,497
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,506,497
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,506,497
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 2,795,578
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 2,459,222
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,506,497
    a Applied to 2019, but not more than line 2a 2,459,222
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 47,275
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    2,748,303
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    BIGELOW LABORATORY FOR OCEAN SCIENCES
    60 BIGELOW DRIVE
    EAST BOOTHBAY,ME04544
    NONE PUBLIC CHARITY CLIMATE CHANGE AND RELATED RESEARCH 100,000
    BOSTON FOUNDATION INC
    75 ARLINGTON STREET 3RD FLOOR
    BOSTON,MA02116
    NONE PUBLIC CHARITY THE NEW COMMONWEALTH FUND FOR RACIAL EQUITY AND SOCIAL JUSTICE FUND 50,000
    BOSTON UNIVERSITY
    595 COMMONWEALTH AVE SUITE 700
    BOSTON,MA02215
    NONE PUBLIC CHARITY THE CENTER FOR ANTIRACIST RESEARCH 50,000
    COSERVATION LAW FOUNDATION
    62 SUMMER STREET
    BOSTON,MA02110
    NONE PUBLIC CHARITY CLEAN WATER AND CLIMATE RESILIENCE PROGRAMS IN NORTHERN NEW ENGLAND 100,000
    EDWIN L STEELE LABORATORY
    100 BLOSSOM STREET COX-734
    BOSTON,MA02114
    NONE PUBLIC CHARITY A FELLOWSHIP FOR DR. SAMPURNA CHATTERJEE 100,000
    ENVIRONMENTAL FUNDERS NETWORK
    USM GLICKMAN FAMILY LIBRARY
    PORTLAND,ME041049301
    NONE PUBLIC CHARITY MAINE CLIMATE CHANGE FUNDER MEETINGS 5,000
    FIDELITY CHARITABLE
    PO BOX 770001
    CINCINNATI,OH452770053
    NONE PUBLIC CHARITY TRANSFER IN THE JANES TRUST DONOR ADVISED FUND AT FIDELITY 309,222
    GULF OF MAINE RESEARCH INSTITUTE
    350 COMMERCIAL STREET
    PORTLAND,ME041019301
    NONE PUBLIC CHARITY HANDS ON CLIMATE LEARNING PROGRAMS FOR COASTAL CONSTITUENTS. 85,000
    ISLAND INSTITUTE
    386 MAIN STREET
    ROCKLAND,ME04841
    NONE PUBLIC CHARITY CLIMATE ENERGY PROGRAMS 100,000
    JAGS PRODUCTIONS COMPANY
    PO BOX 354
    WHITE RIVER JUNCTION,VT05001
    NONE PUBLIC CHARITY A SECOND RESIDENCY AND FILM POST-PRODUCTION FOR THE BLACK JOY PROJECT 20,000
    MAINE COMMUNITY FOUNDATION INC
    245 MAIN STREET
    ELLSWORTH,ME04605
    NONE PUBLIC CHARITY THE MAINE CLIMATE LEADERSHIP FUND, TO SUPPORT CLIMATE RESILIENCE PROJECT THROUGH THE GOVERNOR'S OFFICE OF POLICY 10,000
    MAINE COMMUNITY FOUNDATION INC
    245 MAIN STREET
    ELLSWORTH,ME04605
    NONE PUBLIC CHARITY THE BELVEDERE HISTORIC PRESERVATION AND ENERGY EFFICIENCY PROGRAM 85,000
    MAINE CONSERVATION ALLIANCE
    295 WATER STREET SUITE 9
    AUGUSTA,ME04330
    NONE PUBLIC CHARITY FOR CLIMATE MAINE 10,000
    MAINE INITIATIVES INC
    56 NORTH STREET
    PORTLAND,ME04101
    NONE PUBLIC CHARITY THE GRANTS FOR CHANGE PROGRAM 20,000
    MOTE MARINE LABORATORY
    1600 KEN THOMPSON PKWY
    SARASOTA,FL34236
    NONE PUBLIC CHARITY THE NEXT GENERATION SCIENTISTS POSTDOCTORAL FELLOWS PROGRAM 100,000
    NATURE CONSERVANCY INC
    2500 MAITLAND CENTER PARKWAY
    MAITLAND,FL32751
    NONE PUBLIC CHARITY CLIMATE CHANGE EDUCATION AND ADVOCACY WORK IN FLORIDA 50,000
    NEW ENGLAND GRASSROOTS ENVIRONMENT FUND INC
    PO BOX 611
    NEWMARKET,NH03857
    NONE PUBLIC CHARITY OPERATING SUPPORT FOR GRASSROOTS ENVIRONMENTAL AND SOCIAL JUSTICE GRANTMAKING 85,000
    NEW HAMPSHIRE SUSTAINABLE ENERGY ASSOCIATION
    14 DIXON AVENUE SUITE 302
    CONCORD,NH03301
    NONE PUBLIC CHARITY OPERATING SUPPORT FOR STAFF FOCUSED ON REGULATORY AFFAIRS IN NEW HAMPSHIRE 50,000
    OPEN SPACE INSTITUTE LAND TRUST INC
    1350 BROADWAY SUITE 201
    NEW YORK,NY10018
    NONE PUBLIC CHARITY SUPPORT FOR LAND TRUSTS AND STATE AGENCIES IN INTEGRATING CLIMATE CHANGE AND RESILIENCE INTO CONSERVATION PLANS AND PROJECTS. 85,000
    PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND
    784 HERCULES DRIVE STE 110
    COLCHESTER,VT05446
    NONE PUBLIC CHARITY OPERATING SUPPORT 250,000
    POSITIVE TRACKS
    35 SOUTH MAIN STREET
    HANOVER,NH03755
    NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 100,000
    SHELBURNE FARMS
    1611 HARBOR ROAD
    SHELBURNE,VT05482
    NONE PUBLIC CHARITY CLIMATE CHANGE EDUCATION INITIATIVE 90,000
    TRAVIS ROY FOUNDATION
    101 HUNTINGTON AVENUE SUITE 520
    BOSTON,MA02199
    NONE PUBLIC CHARITY SPINAL CORD INJURY RESEARCH, IN MEMORY OF TRAVIS ROY 25,000
    UNIVERSITY OF NEW HAMPSHIRE FOUNDATION INC
    9 EDGEWOOD ROAD
    DURHAM,NH03824
    NONE PUBLIC CHARITY THE UNH SUSTAINABILITY FELLOWS PROGRAM 100,000
    UPSTAGE PLAYERS
    PO BOX 786
    LITTLETON,NH03561
    NONE PUBLIC CHARITY OPERATING SUPPORT INCLUDING: SUPPORT FOR ARCHITECTURAL FEES, COSTUME CATALOGING AND EDUCATION PROGRAMS 50,000
    VERMONT COUNCIL ON RURAL DEVELOPMENT
    43 STATE STREET
    MONTPELIER,VT05601
    NONE PUBLIC CHARITY THE CLIMATE ECONOMY MODEL COMMUNITIES AND CLIMATE CATALYST PROGRAM 50,000
    VERMONT LAW SCHOOL INC
    164 CHELSEA STREET
    SOUTH ROYALSTON,VT05068
    NONE PUBLIC CHARITY THE CLIMATE JUSTICE PROJECT 80,000
    VERMONT NATURAL RESOURCES COUNCIL INC
    9 BAILEY AVENUE
    MONTPELIER,VT05602
    NONE PUBLIC CHARITY COMMUNITY ENERGY EFFICIENCY PROGRAMS 90,000
    VERMONT SUSTAINABLE JOBS FUND
    3 PITKIN COURT SUITE 301E
    MONTPELIER,VT05602
    NONE PUBLIC CHARITY THE DELTACLIME-VT CLIMATE ECONOMY BUSINESS ACCELERATOR 75,000
    VITAL COMMUNITIES
    195 NORTH MAIN STREET
    WHITE RIVER JUNCTION,VT05001
    NONE PUBLIC CHARITY COMMUNITY ENERGY EFFICIENCY AND CLIMATE ADAPTION PROGRAMS IN THE UPPER VALLEY 85,000
    WHITE MOUNTAIN SCIENCE INC
    23 AMMONOOSUC STREET STE 1
    LITTLETON,NH03561
    NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 50,000
    Total .................................bullet 3a 2,459,222
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities.... 523000 844 14 719,860  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
    523000 215 18 3,906,923  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 ASIA ALTERNATIVES CAP PART II
        14 593  
    bK-1 KILTEARN GLOBAL EQUITY     14 -5,993  
    cK-1 DAVIDSON KEMPNER   -367 14 41,863  
    dK-1 STRATEGIC INVESTORS FUND IV   -10 14 410  
    eK-1 HRJ GROWTH CAP II   -2,580 14 -3,113  
    fK-1 HRJ CAPITAL VC VI INTL     14 150  
    gK-1 HRJ GLOBAL BUY-OUT III     14 -5  
    hK-1 CAPITAL DYNAMICS CHAMP VENT VI   968 14 668  
    iK-1 POLUNIN DEVELOPING     14 -10,010  
    jK-1 HRJ CAPITAL VC V FOREIGN     14 17  
    kK-1 HRJ GLOBAL BUY-OUT III US   -129 14 -1,096  
    lK-1 IR&M CORE BOND FUND LLC     14 1,535  
    mK-1 GLOBAL RESOURCE OPTIMIZATION FD L.P.     14 -75  
    nK-1 CLEAN GROWTH FUND IV   -1,625 14 -17  
    oOTHER PASS THROUGH INCOME     14 1,076  
    pK-1 LANSDOWNE CLEAN ENERGY     14 236,131  
    qK-1 CAPITAL DYNAMICS CHAMPION VENTURES V   1,369 14 927  
    rK-1 TA XII-B, LP   3 14 3  
    sGQG PARTNERS GLOBAL EQUITY FD     14 -645  
    tSTEWART INVESTORS GEMSL FUND     14 5,884  
    12 Subtotal. Add columns (b), (d), and (e).. -18,636 4,888,209 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,869,573
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    JANE'S TRUST FOUNDATION
     
    Employer identification number

    27-3422536
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    JANE'S TRUST FOUNDATION
     
    Employer identification number
    27-3422536
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    JANE'S TRUST
     
    C/O HEMENWAY BARNES LLP PO BOX 9612
     
    BOSTON, MA021961209

    $ 5,016,541


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    JANE'S TRUST
     
    C/O HEMENWAY BARNES LLP PO BOX 9612
     
    BOSTON, MA021961209

    $ 98,343


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    HUGH A GRIFFITHS
    C/O HEMENWAY BARNES LLP PO BOX 9612
     
    BOSTON, MA021961209

    $ 54,066


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    JANE'S TRUST FOUNDATION
     
    Employer identification number

    27-3422536
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    PECUNIARY FUNDING - TRANSFER OF PARTNERSHIP INTEREST $ 98,343 2020-10-14
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    3
    1,743 SHARES OF NOVOZYMES $ 54,066 2020-12-21
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    JANE'S TRUST FOUNDATION
     
    Employer identification number

    27-3422536
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    JANE'S TRUST FOUNDATION
    EIN:
    27-3422536
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 17,032 8,516   8,516

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    JANE'S TRUST FOUNDATION
    EIN:
    27-3422536
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    K-1 TRIDENT VIII, L.P.   PURCHASED         COST 0 146  
    K-1 GLOBAL BUY-OUT III U.S.   PURCHASED         COST 0 -553  
    K-1 GLOBAL BUY-OUT III U.S.   PURCHASED         COST 0 -346  
    K-1 HRJ GROWTH CAPITAL II LP   PURCHASED         COST 0 -108  
    K-1 CLEAN GROWTH FUND V LP   PURCHASED         COST 0 46  
    K-1 CAPITAL DYNAMICS CHAMP VENTURES V   PURCHASED         COST 0 18  
    K-1 TUCKERBROOK SB GLOBAL   PURCHASED         COST 0 67  
    K-1 TUCKERBROOK SB GLOBAL   PURCHASED         COST 0 -170  
    K-1 CLEAN GROWTH FUND IV LP   PURCHASED         COST 0 1  
    K-1 CLEAN GROWTH FUND IV LP   PURCHASED         COST 0 68  
    K-1 CLEAN GROWTH FUND V LP   PURCHASED         COST 0 130  
    K-1 DAVIDSON KEMPNER INST   PURCHASED         COST 0 27  
    K-1 TA XIII-B, L.P.   PURCHASED         COST 0 317  
    K-1 TA XIII-B, L.P.   PURCHASED         COST 0 476  
    K-1 ACCOLADE PARTNERS VII   PURCHASED         COST 0 100  
    K-1 ACCOLADE PARTNERS VII   PURCHASED         COST 0 -4  

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    JANE'S TRUST FOUNDATION
    EIN:
    27-3422536
    Name of Stock End of Year Book Value End of Year Fair Market Value
    75,681.13 AQR STYLE PREMIA ALTERNATIVE FD 749,999 482,089
    71,456.32 ARTISAN INTL VALUE INST 2,108,360 2,863,969
    4,408 NOVOZYMES AS DKK 2.0 143,737 252,350
    1,100 ROCKWELL AUTOMATION 175,528 275,891
    1,800 XYLEM INC 98,100 183,222
    2,000 CVS HEALTH 146,709 136,600
    1,600 NESTLE SA ADR 127,482 188,480
    1,400 PROCTER & GAMBLE 131,515 194,796
    3,100 UNILEVER PLC NEW 157,596 187,116
    2,300 ABBOTT LABS 100,437 251,827
    1,200 DANAHER CORP 98,689 266,568
    400 ILLUMINA 65,656 148,000
    2,200 NOVARTIS AG ADR 153,086 207,746
    175 ALPHABET INC CL A 163,415 306,712
    1,900 ANALOG DEVICES 153,976 280,687
    4,000 APPLE INC 146,744 530,760
    1,300 AUTOMATIC DATA PROCESSING 138,048 229,060
    1,740 FISERV 102,566 198,116
    800 MASTERCARD 91,147 285,552
    2,300 XILINX 151,710 326,071
    1,500 APTARGROUP 126,660 205,335
    2,200 CANADIAN NATIONAL RAILWAY 153,155 241,670
    1,250 FORTIV CORP 73,327 88,525
    1,400 WASTE MANAGEMENT INC 118,069 165,102
    800 HOME DEPOT 123,810 212,496
    2,800 ORMAT TECHNOLOGIES 168,327 252,784
    1,300 JOHNSON & JOHNSON 175,792 204,594
    1,300 PAYPAL HOLDINGS 92,436 304,460
    2,500 INTEL CORP 114,518 124,550
    1,200 MICROSOFT CORP 100,484 266,904
    82,123.37 JOHN HANCOCK INTL SELECT FD 1 1,750,000 2,491,623
    85 AMAZON.COM 148,097 276,839
    2,300 CHURCH & DWIGHT 146,244 200,629
    1,900 ORSTED AS 111,078 387,002
    1,800 DISNEY 201,938 326,124
    500 NVIDIA CORP 79,315 261,100
    3,000 WELLTOWER 168,170 193,860
    800 BECTON DICKINSON 193,703 200,176
    1,100 NIKE INC CLASS B 101,000 155,617
    2,500 TJX COS 144,419 170,725
    370 UNITED HEALTH GROUP 111,276 129,752
    500 HONEYWELL INTL 85,402 106,350
    500 VONTIER 12,698 16,700

    TY 2020 InvestmentsOtherSchedule2
    Name:
    JANE'S TRUST FOUNDATION
    EIN:
    27-3422536
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    181,136.46 CLEAN GROWTH FUND IV AT COST 317,433 376,021
    423,130.00 ABDIEL QUALIFIED OFFSHORE PARTNERS AT COST 1,039,023 2,131,340
    1,259,925.84 IMPAX GLOBAL RESOURCE OPTIMIZATION FD AT COST 1,648,671 2,169,051
    25,594.97 HRJ GLOBAL BUY-OUT III EUROPE AT COST 273,022 61,615
    9,000 COATUE OFFSHORE FUND AT COST 38,833 2,433,559
    248,806.32 INCOME RESEARCH AND MANAGEMENT CORE BOND FUND AT COST 5,991,576 6,586,102
    36,552.70 MAHOUT GLOBAL AT COST 1,733,016 1,265,782
    1,240,609.85 DAVIDSON KEMPNER INSTITUTIONAL AT COST 1,864,285 2,771,473
    51,171.28 HRJ GLOBAL BUY-OUT III US AT COST 98,011 106,762
    250,168.56 HRJ CAPITAL VC VI, INTERNATIONAL AT COST 416,517 826,532
    197,105.34 ASIA ALTERNATIVES CAP PARTNERS II AT COST 184,607 764,451
    239,404.39 SVB STRATEGIC INVESTORS IV AT COST 311,301 1,031,258
    303,944.31 HRJ CAPITAL DYNAMICS CHAMP VENTURES VI AT COST 815,833 1,082,206
    842,513.95 LL MORTGAGE FUND AT COST 1,171,042 1,281,927
    175 VALINOR CAPITAL PARTNERS AT COST 240,658 182,362
    1,148,288.95 KABOUTER INTL AT COST 1,068,005 1,658,405
    286,133.79 HRJ CAPITAL VC V FOREIGN AT COST 500,378 316,144
    77,784.46 POLUNIN DEVELOPING COUNTRIES FD LLC AT COST 1,520,767 1,608,705
    1,500 PARK PRESIDO CAP OFFSHORE AT COST 1,500,000 1,790,969
    1,272,321.68 LANDSDOWNE CLEAN ENERGY FUND AT COST 1,659,423 2,171,268
    1,270,237.44 DI CAPITAL PARTNERS OFFSHORE AT COST 1,606,988 2,010,443
    405,032.78 HRJ VC V, L.P. AT COST 1,794,960 1,418,903
    145,985.96 TUCKERBROOK/SB AT COST 126,961 147,566
    161,128.62 CLEAN GROWTH FUND V AT COST 178,548 222,438
    767,639.63 SUSTAINABLE ASSET FUND II AT COST 440,858 478,071
    1,036.49 NITORIUM OFFSHORE FUND LP AT COST 1,288,489 1,480,617
    1,811,176.33 GQG PARTNERS GLOBAL EQUITY FUND AT COST 1,984,909 2,585,219
    363283.05 ACCOLADE PARTNERS VII AT COST 281,953 323,384
    1,000 VARDE INVESTMENT PARTNERS OFFSHORE AT COST 1,038,354 970,779
    548,062.77 TA XIII-B LP AT COST 527,219 569,854
    2,714,237.20 WHITESPRUCE FUND LP AT COST 2,797,190 3,144,417
    1,000,000 OVERLOOK PARTNERS FUND LP AT COST 1,069,908 1,000,000
    493,294.17 HRJ GROWTH CAPITAL II AT COST 0 627,278
    515,350.60 BANCRO 2006 VENTURE CAPITAL AT COST 508,975 1,597,582
    75,453.89 ASIA ALTERNATIVES CAPITAL PARTNERS AT COST 89,660 110,711
    161,133.99 BANCRO 2007 SPECIAL OPPORTUNITIES AT COST 130,693 99,363
    324,462.16 TRIDENT CAPITAL VIII LP AT COST 315,167 330,340
    246,116.50 WYNNCHURCH CAPITAL PARTNERS V AT COST 114,871 112,942
    1,750,000 MATRIX CAPITAL MANAGEMENT FUND OFFSHORE AT COST 1,750,000 1,750,000
    25,000 CHILDREN'S INVESTMENT FUND AT COST 2,500,000 2,873,500

    TY 2020 LegalFeesSchedule
    Name:
    JANE'S TRUST FOUNDATION
    EIN:
    27-3422536
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 78 0   78


    TY 2020 OtherExpensesSchedule
    Name:
    JANE'S TRUST FOUNDATION
    EIN:
    27-3422536
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS FEES 103 103   0
    COMMONWEALTH OF MASSACHUSETTS - FILING FEE 500 0   500
    PORTFOLIO DEDUCTIONS - FROM K-1 INCOME RESEARCH PARTNERS (02-0552970) 3,227 3,227   0
    PORTFOLIO DEDUCTIONS - FROM K-1 DAVIDSON KEMPNER (13-3597020) 50,572 50,572   0
    PORTFOLIO DEDUCTIONS - FROM K-1 STEWART INVESTORS (20-6762882) 2,871 2,871   0
    PORTFOLIO DEDUCTIONS - FROM K-1 HRJ GLOBAL BUY-OUT III 3,076 3,076   0
    PORTFOLIO DEDUCTIONS - FROM K-1 HRJ GLOBAL BUY-OUT III US 3,477 3,477   0
    PORTFOLIO DEDUCTIONS - FROM K-1 STRATEGIC INVESTORS (26-2776097) 16,625 16,625   0
    PORTFOLIO DEDUCTIONS - FROM K-1 HRJ CAPITAL VC V FOREIGN 6,916 6,916   0
    PORTFOLIO DEDUCTIONS - FROM K-1 ASIA ALTERNATIVES CAP II (26-1738262) 6,855 6,855   0
    PORTFOLIO DEDUCTIONS - FROM K-1 HRJ CAPITAL VC VI INTL 7,651 7,651   0
    PORTFOLIO DEDUCTIONS - FROM K-1 CAPITAL DYNAMICS CHAMP VENT VI 16,288 16,288   0
    PORTFOLIO DEDUCTIONS - FROM K-1 HRJ GROWTH CAPITAL II 22,338 22,338   0
    PORTFOLIO DEDUCTIONS - FROM K-1 LL MORTGAGE 10,638 10,638   0
    PORTFOLIO DEDUCTIONS - FROM K-1 POLUNIN DEVELOPING 18,254 18,254   0
    PORTFOLIO DEDUCTIONS - FROM K-1 CLEAN GROWTH FUND IV, LP 12,110 12,110   0
    PORTFOLIO DEDUCTIONS - FROM K-1 GLOBAL RESOURCE OPTIMIZATION FD L.P. 18,715 18,715   0
    PORTFOLIO DEDUCTIONS - FROM K-1 LANSDOWNE CLEAN ENERGY 448 448   0
    PORTFOLIO DEDUCTIONS - FROM K-1 CAPITAL DYNAMICS VENTURES V 21,832 21,832   0
    PORTFOLIO DEDUCTIONS - FROM K-1 TA XII-B, LP 17,172 17,172   0
    PORTFOLIO DEDUCTIONS - FROM K-1 GQG PARTNERS GLOBAL EQUITY FD 13,472 13,472   0
    PORTFOLIO DEDUCTIONS - FROM K-1 TUCKERBROOK SB GLOBAL 3,009 3,009   0
    PORTFOLIO DEDUCTIONS - FROM K-1 ACCOLADE PARTNERS VII 24,596 24,596   0
    PORTFOLIO DEDUCTIONS - FROM K-1 CLEAN GROWTH FUND V, LP 8,976 8,976   0
    PORTFOLIO DEDUCTIONS - FROM K-1 SUSTAINABLE ASSET FUND II, LP 19,771 19,771   0
    PORTFOLIO DEDUCTIONS - FROM K-1 WHITESPRUCE FUND LP 15,692 15,692   0
    PORTFOLIO DEDUCTIONS - FROM K-1 TRIDENT VIII, L.P. 12,423 12,423   0
    PORTFOLIO DEDUCTIONS - FROM K-1 WYNNCHURCH CAPITAL PARTNERS 12,705 12,705   0
    PORTFOLIO DEDUCTIONS - FROM K-1 SILVER LAKE PARTNERS VI, LP 7,279 7,279   0
    PORTFOLIO DEDUCTIONS - FROM K-1 ACCOLADE PARTNERS VIII, L.P. 4,041 4,041   0
    PORTFOLIO DEDUCTIONS - FROM K-1 AACP INVESTORS, L.P. 672 672   0
    PORTFOLIO DEDUCTIONS - FROM K-1 OVERLOOK PARTNERS FUND L.P. 8,070 8,070   0


    TY 2020 OtherIncomeSchedule2
    Name:
    JANE'S TRUST FOUNDATION
    EIN:
    27-3422536
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    VARDE INVESTMENT PARTNERS OFFSHORE   25,301  
    ABDIEL QUALIFIED OFFSHORE PARTNERS, LTD.   147,972  
    D1 CAPITAL PARTNERS OFFSHORE LP   104,754  
    KABOUTER INTL OPP OFFSHORE FUND, II   6,099  
    K-1 ASIA ALTERNATIVES CAP PART II 593 593 593
    K-1 KILTEARN GLOBAL EQUITY -5,993 -5,993 -5,993
    K-1 DAVIDSON KEMPNER 41,496 41,863 41,496
    K-1 STRATEGIC INVESTORS FUND IV 400 410 400
    K-1 HRJ GROWTH CAP II -5,693 -3,113 -5,693
    K-1 HRJ CAPITAL VC VI INTL 150 150 150
    K-1 HRJ GLOBAL BUY-OUT III -5 -5 -5
    K-1 CAPITAL DYNAMICS CHAMP VENT VI 1,636 668 1,636
    K-1 POLUNIN DEVELOPING -10,010 -10,010 -10,010
    K-1 HRJ CAPITAL VC V FOREIGN 17 17 17
    K-1 HRJ GLOBAL BUY-OUT III US -1,225 -1,096 -1,225
    K-1 IR&M CORE BOND FUND LLC 1,535 1,535 1,535
    K-1 GLOBAL RESOURCE OPTIMIZATION FD L.P. -75 -75 -75
    K-1 CLEAN GROWTH FUND IV -1,642 -17 -1,642
    OTHER PASS THROUGH INCOME 1,076 1,076 1,076
    K-1 LANSDOWNE CLEAN ENERGY 236,131 236,131 236,131
    K-1 CAPITAL DYNAMICS CHAMPION VENTURES V 2,296 927 2,296
    K-1 TA XII-B, LP 6 3 6
    GQG PARTNERS GLOBAL EQUITY FD -645 -645 -645
    STEWART INVESTORS GEMSL FUND 5,884 5,884 5,884
    K-1 TUCKERBROOK SB GLOBAL -2,064 397 -2,064
    K-1 ACCOLADE PARTNERS VII 711 0 711
    K-1 CLEAN GROWTH FUND V, LP -3,477 -1,461 -3,477
    K-1 SUSTAINABLE ASSET FUND II, LP -13,558 0 -13,558
    2018 FEDERAL REFUND 163   163
    K-1 WHITESPRUCE FUND LP -7,881 -7,881 -7,881
    K-1 AACP INVESTORS, L.P. 1,905 1,905 1,905


    TY 2020 OtherIncreasesSchedule
    Name:
    JANE'S TRUST FOUNDATION
    EIN:
    27-3422536
    Description Amount
    BOOK/TAX ADJUSTMENT 1,000,000


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    JANE'S TRUST FOUNDATION
    EIN:
    27-3422536
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 107,235 107,235   0


    TY 2020 SubstantialContributorsSch
    Name:
    JANE'S TRUST FOUNDATION
    EIN:
    27-3422536
    Name Address
    JANE'S TRUST
     
    C/O HEMENWAY BARNES LLP PO BOX
    961209
    BOSTON,MA021961209
    HUGH AND SHANA GRIFFITHS C/O HEMENWAY BARNES LLP PO BOX
    961209
    BOSTON,MA021961209
    JANE COOK 1992 TRUST C/O HEMENWAY BARNES LLP PO BOX
    961209
    BOSTON,MA021961209
    JANE COOK 1993 TRUST C/O HEMENWAY BARNES LLP PO BOX
    961209
    BOSTON,MA021961209


    TY 2020 TaxesSchedule
    Name:
    JANE'S TRUST FOUNDATION
    EIN:
    27-3422536
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES WITHHELD 40,156 40,156   0
    FEDERAL TAX 22,137 0   0