TY 2020 Form 990PF

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)
	1	Contributions, gifts, grants, etc., received (attach schedule)	15,600
2	Check .............
3	Interest on savings and temporary cash investments	430	430	430
4	Dividends and interest from securities...	10,044	10,044	10,044
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		-88
b	Gross sales price for all assets on line 6a 520
7	Capital gain net income (from Part IV, line 2)...		0
8	Net short-term capital gain.........			0
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).......
12	Total. Add lines 1 through 11........	25,986	10,474	10,474
	13	Compensation of officers, directors, trustees, etc.	0	0	0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		2,200	1,100	2,200	0
c	Other professional fees (attach schedule)....		2,625	2,625	2,625	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		242	242	242	0
19	Depreciation (attach schedule) and depletion...		368	0	368
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		294	0	0	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	5,729	3,967	5,435	0
25	Contributions, gifts, grants paid.......	38,120			38,120
26	Total expenses and disbursements. Add lines 24 and 25	43,849	3,967	5,435	38,120
	27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-17,863
b	Net investment income (if negative, enter -0-)		6,507
c	Adjusted net income (if negative, enter -0-)...			5,039

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	32,880	15,934	15,934
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......	449,522	533,449	533,449
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis 1,838
		Less: accumulated depreciation (attach schedule) 1,656	550	182	182
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	482,952	549,565	549,565
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	482,952	549,565
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	482,952	549,565
	30	Total liabilities and net assets/fund balances (see instructions).	482,952	549,565

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

482,952

Enter amount from Part I, line 27a .....................

-17,863

Other increases not included in line 2 (itemize) bullet

84,571

Add lines 1, 2, and 3 ..........................

549,660

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

549,565

(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.)		(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	FIDELITY	2000-01-01	2020-07-17
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	520	608	-88
b
c
d
e

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			-88
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	-88
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 ...................		3	0

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	90
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	90
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	90
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	0
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	90
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax	Refunded	11

(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
CLARE GRAHAM	PRESIDENT 1.00	0	0	0
208 SOUTH MAIN STREET SHERBORN,MA01770
KATE POTTER	VICE PRESIDENT 1.00	0	0	0
4 SNOW STREET SHERBORN,MA01770
JUDITH MULDOON	TREASURER 1.00	0	0	0
11 MAPLE STREET SHERBORN,MA01770
NANCY HESS	DIRECTOR 1.00	0	0	0
64 SOUTH MAIN STREET SHERBORN,MA01770
DEB BOYCE	SECRETARY 1.00	0	0	0
173 SOUTH MAIN STREET SHERBORN,MA01770
CAROLE MARPLE	DIRECTOR 1.00	0	0	0
1B VILLAGE WAY SHERBORN,MA01770
RUTH STEWART	DIRECTOR 1.00	0	0	0
2 VILLAGE WAY APT G SHERBORN,MA01770
PHYLLIS BRAUN	DIRECTOR 1.00	0	0	0
190 WESTERN AVENUE SHERBORN,MA01770
TATE SAKIYAMA	DIRECTOR 1.00	0	0	0
83 NASON HILL ROAD SHERBORN,MA01770
SARAH O'CONNELL	DIRECTOR 1.00	0	0	0
17 GOULDING STREET SHERBORN,MA01770
JANET WALSH	DIRECTOR 1.00	0	0	0
10 WOOD ROAD SHERBORN,MA01770
SALLY TIPTON	DIRECTOR 1.00	0	0	0
22 FARM ROAD SHERBORN,MA01770
ANI THOMPSON	DIRECTOR 1.00	0	0	0
167 WASHINGTON STREET SHERBORN,MA01770
PANNY NICHOLS	DIRECTOR 1.00	0	0	0
1 PLEASANT STREET SHERBORN,MA01770
ALEXIS MADISON	DIRECTOR 1.00	0	0	0
21 SOUTH STREET SHERBORN,MA01770
KARI TONEY	DIRECTOR 1.00	0	0	0
18 PLEASANT STREET SHERBORN,MA01770
PAM DOWSE	ASST TREASURER 1.00	0	0	0
100 NORTH MAIN STREET SHERBORN,MA01770

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	FINANCIAL ASSISTANCE PROVIDED TO 20 INDIGENT INDIVIDUALS/FAMILIES RESIDENT OR STRONGLY CONNECTED TO THE TOWN OF SHERBORN, MA	37,855
2	MATERIAL ASSISTANCE TO APPROXIMATELY 71 INDIVIDUALS SIMILARLY SITUATED TO THOSE IN LINE 1	265
3


4

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

		(a) Corpus	(b) Years prior to 2019	(c) 2019	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7					0
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2020:
a From 2015......	4,301
b From 2016......	11,859
c From 2017......	1,927
d From 2018......	1,219
e From 2019......
fTotal of lines 3a through e........		19,306
4Qualifying distributions for 2020 from Part
XII, line 4: $
a Applied to 2019, but not more than line 2a				0
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.....					0
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		19,306
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 ..........					0
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) ...		4,301
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		15,005
10 Analysis of line 9:
a Excess from 2016....	11,859
b Excess from 2017....	1,927
c Excess from 2018....	1,219
d Excess from 2019....
e Excess from 2020....

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	(e) Total
	5,039	5,923	6,316	6,621	23,899
b 85% of line 2a .........	4,283	5,035	5,369	5,628	20,314
c Qualifying distributions from Part XII, line 4 for each year listed .....	38,120	23,257	23,003	22,403	106,783
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........	0	0	0	0	0
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....	38,120	23,257	23,003	22,403	106,783
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......					0
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)					0
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...	17,553	15,099	14,625	13,755	61,032
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) ....					0
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....					0
(3) Largest amount of support from an exempt organization					0
(4) Gross investment income					0

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

JUDITH MULDOON
11 MAPLE STREET
SHERBORN,MA01770
(508) 655-4209

bThe form in which applications should be submitted and information and materials they should include:

NO SPECIFIC REQUIREMENT

cAny submission deadlines:

NO SPECIFIC REQUIREMENT

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

LIMITED TO RESIDENTS OF, OR THOSE EMPLOYED WITHIN, SHERBORN, MASS

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
VARIOUS RECIPIENTS 11 MAPLE STREET SHERBORN,MA01770	NONE	N/A	(I) THE SOCIETY PAID A TOTAL OF $37,869 TO 20 INDIGENT PERSONS/FAMILIES (AN AVERAGE OF $1,893). OF THIS TOTAL, ELEVEN INDIVIDUALS/FAMILIES RECEIVED AMOUNTS IN EXCESS OF $1,000. SOLELY IN ORDER TO PROTECT THE PRIVACY AND SAFETY OF THESE INDIVIDUALS, AND NOT IN ANY ATTEMPT TO FRUSTRATE THE FILING OF A COMPLETE AND ACCURATE RETURN, THESE INDIVIDUALS ARE IDENTIFIED BELOW BY ALPHABETICAL CODE. FULL PARTICULARS WILL BE MADE AVAILABLE TO THE INTERNAL REVENUE SERVICE UPON REQUEST.INDIVIDUAL / TOTAL GIFT I 18/19 $264 B 19/20 $1,134 K1 14/15 $1694 H1 14/15 $250 A 20/21 $8,515 B 20/21 $10,000 C 20/21 $1,221 D 20/21 $1,041 T 11/12 $500C 17/18 $100 E 20/21 $563 F 20/21 $469 G 20/21 $2,964 H 20/21 $2,000E 18/19 $1,035I 20/21 $600F 17/18 $550VAR $4,969 (II) IN ADDITION, GIFTS OF FLOWERS, PLANTS OR FRUIT VALUED AT $265 IN TOTAL WERE MADE TO APPROXIMATELY 71 INDIGENT PERSONS, WITH THE OBJECTIVE OF GLADDENING HEARTS.	38,120
Total ................................. 3a				38,120

(a) Reserved	(b) Reserved	(c) Reserved	(d) Reserved

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

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	(e) Related or exempt function income (See instructions.)
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 ...........			14	430
4 Dividends and interest from securities....			14	10,044
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 ............			18	-88
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..		0		10,386	0

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.


(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...................				0

bApproved for future payment

Total ................................. 3b				0

Name of organization SHERBORN WIDOWS AND ORPHANS BENEVOLENT SOCIETY C/O JUDITH MULDOON

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	MIDDLESEX SAVINGS BANK CHARITABLE FOUNDATION PO BOX 5210 WESTBOROUGH, MA01581	$ 12,500	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Name of organization SHERBORN WIDOWS AND ORPHANS BENEVOLENT SOCIETY C/O JUDITH MULDOON		Employer identification number 04-6035480

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
		$
(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
		$
(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)


Name of organization SHERBORN WIDOWS AND ORPHANS BENEVOLENT SOCIETY C/O JUDITH MULDOON			Employer identification number 04-6035480
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.) $ Use duplicate copies of Part III if additional space is needed.

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