TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
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Go 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
EGINA F ENGLE IRREV TR 05301974

Number and street (or P.O. box number if mail is not delivered to street address)756 ORCHARD STREET
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
RAYNHAM, MA02767

A Employer identification number

04-6892919

B Telephone number (see instructions)

(508) 884-5771

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$725,824J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	16,307		16,306
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		11,810
b	Gross sales price for all assets on line 6a 152,602
7	Capital gain net income (from Part IV, line 2)...			11,810
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........	28,117		28,116
13	Compensation of officers, directors, trustees, etc.	6,968		5,226		1,742
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......		387	387	0	0
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		6,805	1,041		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	14,160		6,654	0	1,742
25	Contributions, gifts, grants paid.......	84,000				84,000
26	Total expenses and disbursements. Add lines 24 and 25	98,160		6,654	0	85,742
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-70,043
b	Net investment income (if negative, enter -0-)			21,462
c	Adjusted net income (if negative, enter -0-)...				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	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.........
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	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 0
	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).......
	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)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	714,485	643,501	725,824
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	714,485	643,501	725,824
	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
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	714,485	643,501
	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).....	714,485	643,501
	30	Total liabilities and net assets/fund balances (see instructions).	714,485	643,501

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

714,485

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

-70,043

Other increases not included in line 2 (itemize) bullet

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

644,442

Decreases not included in line 2 (itemize) bullet

941

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

643,501

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	25000. BARCLAYS BANK PLC 5.125% 1/08/20		2010-01-06	2020-01-08
b	56.944 SIMT SMALL CAP FUND-F		2018-10-11	2020-01-14
c	258.916 SEI SIT INTL EQUITY CL F 95		2018-10-11	2020-01-14
d	130.904 SEI SIT EMERGING MKT EQUITY CL F 97		2018-07-13	2020-01-14
e	55.79 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2015-10-13	2020-01-14
	5.843 SEI MULTI-ASSET INFL-F		2015-02-10	2020-01-24
	2.13 SEI MULTI-ASSET INCOME-F		2018-01-12	2020-01-24
	12.115 SEI MULTI-ASSET ACCUM-F		2015-03-03	2020-01-24
	.063 SEI MULTI-ASSET ACCUM-F		2015-02-10	2020-01-24
	1.88 SIMT MULTI-STRATEGY ALT FUND CL F		2018-01-12	2020-01-24
	1.509 SIMT SMALL CAP FUND-F		2015-02-10	2020-01-24
	.042 SIMT LARGE CAP FUND-F		2015-02-10	2020-01-24
	6.219 SIMT LARGE CAP FUND-F		2015-03-03	2020-01-24
	5.68 SEI SIMT CORE FIXED INCOME CL F 64		2015-03-03	2020-01-24
	.03 SEI HIGH YIELD BOND-F		2015-02-10	2020-01-24
	4.282 SEI HIGH YIELD BOND-F		2015-03-03	2020-01-24
	7.831 SEI SIT INTL EQUITY CL F 95		2019-01-14	2020-01-24
	1.934 SEI SIT EMERGING MKT EQUITY CL F 97		2018-07-06	2020-01-24
	2.903 SEI SIT EMERGING MKT DEBT CL F 98		2016-07-14	2020-01-24
	2.523 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2019-01-14	2020-01-24
	6.074 SEI MULTI-ASSET INFL-F		2015-02-10	2020-02-25
	2.199 SEI MULTI-ASSET INCOME-F		2018-01-12	2020-02-25
	12.725 SEI MULTI-ASSET ACCUM-F		2015-02-10	2020-02-25
	1.931 SIMT MULTI-STRATEGY ALT FUND CL F		2018-01-12	2020-02-25
	1.639 SIMT SMALL CAP FUND-F		2015-02-10	2020-02-25
	6.802 SIMT LARGE CAP FUND-F		2015-02-10	2020-02-25
	5.759 SEI SIMT CORE FIXED INCOME CL F 64		2015-03-03	2020-02-25
	4.454 SEI HIGH YIELD BOND-F		2015-02-10	2020-02-25
	8.636 SEI SIT INTL EQUITY CL F 95		2019-01-14	2020-02-25
	2.128 SEI SIT EMERGING MKT EQUITY CL F 97		2018-07-06	2020-02-25
	2.996 SEI SIT EMERGING MKT DEBT CL F 98		2016-07-14	2020-02-25
	2.733 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2019-01-14	2020-02-25
	6.793 SEI MULTI-ASSET INFL-F		2015-02-10	2020-03-24
	2.754 SEI MULTI-ASSET INCOME-F		2018-01-12	2020-03-24
	14.48 SEI MULTI-ASSET ACCUM-F		2015-02-10	2020-03-24
	2.116 SIMT MULTI-STRATEGY ALT FUND CL F		2018-01-12	2020-03-24
	2.381 SIMT SMALL CAP FUND-F		2015-02-10	2020-03-24
	9.076 SIMT LARGE CAP FUND-F		2015-02-10	2020-03-24
	6.074 SEI SIMT CORE FIXED INCOME CL F 64		2015-02-10	2020-03-24
	5.668 SEI HIGH YIELD BOND-F		2015-02-10	2020-03-24
	11.491 SEI SIT INTL EQUITY CL F 95		2019-01-14	2020-03-24
	2.776 SEI SIT EMERGING MKT EQUITY CL F 97		2018-07-06	2020-03-24
	3.784 SEI SIT EMERGING MKT DEBT CL F 98		2016-07-14	2020-03-24
	3.433 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2019-01-14	2020-03-24
	10.266 SEI MULTI-ASSET INFL-F		2015-02-10	2020-04-07
	4.079 SEI MULTI-ASSET INCOME-F		2018-01-12	2020-04-07
	22.391 SEI MULTI-ASSET ACCUM-F		2015-02-10	2020-04-07
	3.254 SIMT MULTI-STRATEGY ALT FUND CL F		2018-01-12	2020-04-07
	3.577 SIMT SMALL CAP FUND-F		2015-02-10	2020-04-07
	13.186 SIMT LARGE CAP FUND-F		2015-02-10	2020-04-07
	9.221 SEI SIMT CORE FIXED INCOME CL F 64		2015-02-10	2020-04-07
	8.605 SEI HIGH YIELD BOND-F		2015-02-10	2020-04-07
	16.621 SEI SIT INTL EQUITY CL F 95		2019-01-14	2020-04-07
	4.08 SEI SIT EMERGING MKT EQUITY CL F 97		2018-07-06	2020-04-07
	5.689 SEI SIT EMERGING MKT DEBT CL F 98		2016-07-14	2020-04-07
	4.981 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2019-01-14	2020-04-07
	304.18 SEI MULTI-ASSET INFL-F		2015-02-10	2020-04-13
	240.165 SEI MULTI-ASSET ACCUM-F		2015-02-10	2020-04-13
	162.138 SIMT MULTI-STRATEGY ALT FUND CL F		2018-02-02	2020-04-13
	939.838 SEI SIMT CORE FIXED INCOME CL F 64		2015-02-10	2020-04-13
	5.651 SEI MULTI-ASSET INFL-F		2015-02-10	2020-04-24
	2.187 SEI MULTI-ASSET INCOME-F		2018-02-01	2020-04-24
	12.235 SEI MULTI-ASSET ACCUM-F		2015-02-10	2020-04-24
	1.777 SIMT MULTI-STRATEGY ALT FUND CL F		2015-02-10	2020-04-24
	1.849 SIMT SMALL CAP FUND-F		2015-03-02	2020-04-24
	6.846 SIMT LARGE CAP FUND-F		2015-03-02	2020-04-24
	5.009 SEI SIMT CORE FIXED INCOME CL F 64		2015-02-10	2020-04-24
	4.623 SEI HIGH YIELD BOND-F		2015-03-02	2020-04-24
	8.993 SEI SIT INTL EQUITY CL F 95		2019-02-03	2020-04-24
	2.216 SEI SIT EMERGING MKT EQUITY CL F 97		2018-07-26	2020-04-24
	3.13 SEI SIT EMERGING MKT DEBT CL F 98		2016-08-03	2020-04-24
	2.574 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2019-02-03	2020-04-24
	5.555 SEI MULTI-ASSET INFL-F		2015-02-10	2020-05-27
	2.081 SEI MULTI-ASSET INCOME-F		2018-02-01	2020-05-27
	11.815 SEI MULTI-ASSET ACCUM-F		2015-02-10	2020-05-27
	1.683 SIMT MULTI-STRATEGY ALT FUND CL F		2015-02-10	2020-05-27
	1.594 SIMT SMALL CAP FUND-F		2015-03-02	2020-05-27
	6.264 SIMT LARGE CAP FUND-F		2015-03-02	2020-05-27
	4.936 SEI SIMT CORE FIXED INCOME CL F 64		2015-02-10	2020-05-27
	4.394 SEI HIGH YIELD BOND-F		2015-03-02	2020-05-27
	8.21 SEI SIT INTL EQUITY CL F 95		2019-02-03	2020-05-27
	2.083 SEI SIT EMERGING MKT EQUITY CL F 97		2018-07-26	2020-05-27
	2.841 SEI SIT EMERGING MKT DEBT CL F 98		2016-08-03	2020-05-27
	2.399 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2019-02-03	2020-05-27
	.362 SEI MULTI-ASSET INFL-F		2015-02-10	2020-05-29
	.136 SEI MULTI-ASSET INCOME-F		2018-01-18	2020-05-29
	.771 SEI MULTI-ASSET ACCUM-F		2015-02-10	2020-05-29
	.111 SIMT MULTI-STRATEGY ALT FUND CL F		2015-02-10	2020-05-29
	.107 SIMT SMALL CAP FUND-F		2015-02-16	2020-05-29
	.41 SIMT LARGE CAP FUND-F		2015-02-16	2020-05-29
	.322 SEI SIMT CORE FIXED INCOME CL F 64		2015-02-10	2020-05-29
	.286 SEI HIGH YIELD BOND-F		2015-02-16	2020-05-29
	.532 SEI SIT INTL EQUITY CL F 95		2019-01-20	2020-05-29
	.136 SEI SIT EMERGING MKT EQUITY CL F 97		2018-07-12	2020-05-29
	.186 SEI SIT EMERGING MKT DEBT CL F 98		2016-07-20	2020-05-29
	.156 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2019-01-14	2020-05-29
	59.346 SEI MULTI-ASSET INFL-F		2015-02-10	2020-06-02
	22.233 SEI MULTI-ASSET INCOME-F		2019-04-11	2020-06-02
	126.127 SEI MULTI-ASSET ACCUM-F		2015-02-10	2020-06-02
	18.107 SIMT MULTI-STRATEGY ALT FUND CL F		2015-02-10	2020-06-02
	17.292 SIMT SMALL CAP FUND-F		2015-02-16	2020-06-02
	66.508 SIMT LARGE CAP FUND-F		2015-02-16	2020-06-02
	52.969 SEI SIMT CORE FIXED INCOME CL F 64		2015-02-10	2020-06-02
	46.484 SEI HIGH YIELD BOND-F		2015-02-16	2020-06-02
	84.764 SEI SIT INTL EQUITY CL F 95		2019-01-20	2020-06-02
	21.448 SEI SIT EMERGING MKT EQUITY CL F 97		2018-10-11	2020-06-02
	29.989 SEI SIT EMERGING MKT DEBT CL F 98		2016-07-20	2020-06-02
	25.467 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2019-01-14	2020-06-02
	2.541 SEI MULTI-ASSET INFL-F		2015-02-10	2020-06-05
	.95 SEI MULTI-ASSET INCOME-F		2019-04-11	2020-06-05
	5.482 SEI MULTI-ASSET ACCUM-F		2015-02-10	2020-06-05
	.772 SIMT MULTI-STRATEGY ALT FUND CL F		2015-02-10	2020-06-05
	.702 SIMT SMALL CAP FUND-F		2015-02-10	2020-06-05
	2.759 SIMT LARGE CAP FUND-F		2015-02-10	2020-06-05
	2.3 SEI SIMT CORE FIXED INCOME CL F 64		2015-02-10	2020-06-05
	1.972 SEI HIGH YIELD BOND-F		2015-02-10	2020-06-05
	3.528 SEI SIT INTL EQUITY CL F 95		2019-01-14	2020-06-05
	.898 SEI SIT EMERGING MKT EQUITY CL F 97		2018-10-11	2020-06-05
	1.279 SEI SIT EMERGING MKT DEBT CL F 98		2015-04-13	2020-06-05
	1.068 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2019-01-14	2020-06-05
	5.704 SEI MULTI-ASSET INFL-F		2015-02-10	2020-06-24
	2.108 SEI MULTI-ASSET INCOME-F		2019-04-11	2020-06-24
	12.083 SEI MULTI-ASSET ACCUM-F		2015-02-10	2020-06-24
	1.724 SIMT MULTI-STRATEGY ALT FUND CL F		2015-02-10	2020-06-24
	1.69 SIMT SMALL CAP FUND-F		2015-02-10	2020-06-24
	6.514 SIMT LARGE CAP FUND-F		2015-02-10	2020-06-24
	5.06 SEI SIMT CORE FIXED INCOME CL F 64		2015-02-10	2020-06-24
	4.431 SEI HIGH YIELD BOND-F		2015-02-10	2020-06-24
	8.108 SEI SIT INTL EQUITY CL F 95		2019-01-14	2020-06-24
	1.994 SEI SIT EMERGING MKT EQUITY CL F 97		2018-10-11	2020-06-24
	1.428 SEI SIT EMERGING MKT DEBT CL F 98		2015-04-13	2020-06-24
	1.428 SEI SIT EMERGING MKT DEBT CL F 98		2015-04-13	2020-06-24
	2.467 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2019-01-14	2020-06-24
	84.91 SEI MULTI-ASSET INFL-F		2015-02-10	2020-07-08
	31.291 SEI MULTI-ASSET INCOME-F		2019-04-11	2020-07-08
	177.54 SEI MULTI-ASSET ACCUM-F		2015-02-10	2020-07-08
	25.776 SIMT MULTI-STRATEGY ALT FUND CL F		2015-02-10	2020-07-08
	24.605 SIMT SMALL CAP FUND-F		2015-02-10	2020-07-08
	73.74345 SIMT LARGE CAP FUND-F		2015-02-10	2020-07-08
	21.00555 SIMT LARGE CAP FUND-F		2015-02-10	2020-07-08
	75.268 SEI SIMT CORE FIXED INCOME CL F 64		2015-02-10	2020-07-08
	66.188 SEI HIGH YIELD BOND-F		2015-02-10	2020-07-08
	117.786 SEI SIT INTL EQUITY CL F 95		2019-01-14	2020-07-08
	27.852 SEI SIT EMERGING MKT EQUITY CL F 97		2018-10-11	2020-07-08
	42.52 SEI SIT EMERGING MKT DEBT CL F 98		2015-04-13	2020-07-08
	35.47 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2019-01-14	2020-07-08
	256.41 SEI MULTI-ASSET INFL-F		2015-02-10	2020-07-13
	33.68845 SEI MULTI-ASSET INCOME-F		2019-07-12	2020-07-13
	60.47355 SEI MULTI-ASSET INCOME-F		2019-07-12	2020-07-13
	535.332 SEI MULTI-ASSET ACCUM-F		2015-02-10	2020-07-13
	77.72 SIMT MULTI-STRATEGY ALT FUND CL F		2015-02-10	2020-07-13
	75.226 SIMT SMALL CAP FUND-F		2015-02-10	2020-07-13
	2.294 SIMT SMALL CAP FUND-F		2015-02-10	2020-07-13
	286.478 SIMT LARGE CAP FUND-F		2015-02-10	2020-07-13
	226.151 SEI SIMT CORE FIXED INCOME CL F 64		2015-02-10	2020-07-13
	169.33794 SEI HIGH YIELD BOND-F		2015-02-10	2020-07-13
	30.02406 SEI HIGH YIELD BOND-F		2015-02-10	2020-07-13
	356.464 SEI SIT INTL EQUITY CL F 95		2019-07-12	2020-07-13
	321.259 SEI SIT INTL EQUITY CL F 95		2019-01-14	2020-07-13
	84.246 SEI SIT EMERGING MKT EQUITY CL F 97		2019-07-12	2020-07-13
	247.753 SEI SIT EMERGING MKT EQUITY CL F 97		2019-07-12	2020-07-13
	127.551 SEI SIT EMERGING MKT DEBT CL F 98		2019-07-12	2020-07-13
	107.297 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2019-07-12	2020-07-13
	15.244 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2019-01-14	2020-07-13
	106.684 SEI MULTI-ASSET INFL-F		2015-02-10	2020-07-15
	5.704 SEI MULTI-ASSET INFL-F		2015-03-01	2020-07-15
	41.276 SEI MULTI-ASSET INCOME-F		2019-07-12	2020-07-15
	130.39401 SEI MULTI-ASSET ACCUM-F		2015-03-01	2020-07-15
	102.90399 SEI MULTI-ASSET ACCUM-F		2015-02-10	2020-07-15
	12.3017 SIMT MULTI-STRATEGY ALT FUND CL F		2015-03-01	2020-07-15
	21.6843 SIMT MULTI-STRATEGY ALT FUND CL F		2015-02-10	2020-07-15
	31.519 SIMT SMALL CAP FUND-F		2015-02-10	2020-07-15
	122.859 SIMT LARGE CAP FUND-F		2015-03-01	2020-07-15
	99.425 SEI SIMT CORE FIXED INCOME CL F 64		2015-02-10	2020-07-15
	87.302 SEI HIGH YIELD BOND-F		2015-03-01	2020-07-15
	153.203 SEI SIT INTL EQUITY CL F 95		2017-01-13	2020-07-15
	37.037 SEI SIT EMERGING MKT EQUITY CL F 97		2015-02-10	2020-07-15
	56.065 SEI SIT EMERGING MKT DEBT CL F 98		2019-04-11	2020-07-15
	46.186 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2019-01-14	2020-07-15
	5.87 SEI MULTI-ASSET INFL-F		2015-02-10	2020-07-24
	2.144 SEI MULTI-ASSET INCOME-F		2019-04-16	2020-07-24
	12.228 SEI MULTI-ASSET ACCUM-F		2015-02-10	2020-07-24
	1.79 SIMT MULTI-STRATEGY ALT FUND CL F		2015-02-10	2020-07-24
	1.656 SIMT SMALL CAP FUND-F		2015-02-10	2020-07-24
	6.452 SIMT LARGE CAP FUND-F		2015-02-10	2020-07-24
	5.2 SEI SIMT CORE FIXED INCOME CL F 64		2015-02-10	2020-07-24
	4.523 SEI HIGH YIELD BOND-F		2015-02-10	2020-07-24
	8.072 SEI SIT INTL EQUITY CL F 95		2017-01-13	2020-07-24
	1.958 SEI SIT EMERGING MKT EQUITY CL F 97		2015-02-10	2020-07-24
	2.907 SEI SIT EMERGING MKT DEBT CL F 98		2015-02-10	2020-07-24
	2.43 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2019-01-14	2020-07-24
	83.104 SEI MULTI-ASSET INFL-F		2015-02-10	2020-08-10
	30.347 SEI MULTI-ASSET INCOME-F		2019-04-16	2020-08-10
	171.311 SEI MULTI-ASSET ACCUM-F		2015-02-10	2020-08-10
	25.305 SIMT MULTI-STRATEGY ALT FUND CL F		2015-02-10	2020-08-10
	22.212 SIMT SMALL CAP FUND-F		2015-02-10	2020-08-10
	89.12 SIMT LARGE CAP FUND-F		2015-02-10	2020-08-10
	74.228 SEI SIMT CORE FIXED INCOME CL F 64		2015-02-10	2020-08-10
	64.142 SEI HIGH YIELD BOND-F		2015-02-10	2020-08-10
	114.115 SEI SIT INTL EQUITY CL F 95		2017-01-13	2020-08-10
	27.325 SEI SIT EMERGING MKT EQUITY CL F 97		2015-02-10	2020-08-10
	41.417 SEI SIT EMERGING MKT DEBT CL F 98		2015-02-10	2020-08-10
	33.112 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2019-01-14	2020-08-10
	5.775 SEI MULTI-ASSET INFL-F		2015-02-10	2020-08-25
	2.099 SEI MULTI-ASSET INCOME-F		2018-01-12	2020-08-25
	11.883 SEI MULTI-ASSET ACCUM-F		2015-02-10	2020-08-25
	1.742 SIMT MULTI-STRATEGY ALT FUND CL F		2015-02-10	2020-08-25
	1.554 SIMT SMALL CAP FUND-F		2015-02-10	2020-08-25
	6.053 SIMT LARGE CAP FUND-F		2015-02-10	2020-08-25
	5.181 SEI SIMT CORE FIXED INCOME CL F 64		2015-02-10	2020-08-25
	4.433 SEI HIGH YIELD BOND-F		2015-02-10	2020-08-25
	7.758 SEI SIT INTL EQUITY CL F 95		2017-01-13	2020-08-25
	1.847 SEI SIT EMERGING MKT EQUITY CL F 97		2015-02-10	2020-08-25
	2.876 SEI SIT EMERGING MKT DEBT CL F 98		2015-02-10	2020-08-25
	2.249 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2019-01-14	2020-08-25
	6.401 SEI MULTI-ASSET INFL-F		2015-02-10	2020-09-03
	2.314 SEI MULTI-ASSET INCOME-F		2018-01-12	2020-09-03
	13.148 SEI MULTI-ASSET ACCUM-F		2015-02-10	2020-09-03
	1.921 SIMT MULTI-STRATEGY ALT FUND CL F		2015-02-10	2020-09-03
	1.743 SIMT SMALL CAP FUND-F		2015-02-10	2020-09-03
	6.687 SIMT LARGE CAP FUND-F		2015-02-10	2020-09-03
	5.715 SEI SIMT CORE FIXED INCOME CL F 64		2015-02-10	2020-09-03
	4.885 SEI HIGH YIELD BOND-F		2015-02-10	2020-09-03
	8.702 SEI SIT INTL EQUITY CL F 95		2017-01-13	2020-09-03
	2.078 SEI SIT EMERGING MKT EQUITY CL F 97		2015-02-10	2020-09-03
	3.147 SEI SIT EMERGING MKT DEBT CL F 98		2015-02-10	2020-09-03
	2.483 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2019-01-14	2020-09-03
	5.872 SEI MULTI-ASSET INFL-F		2015-02-10	2020-09-24
	2.134 SEI MULTI-ASSET INCOME-F		2018-01-12	2020-09-24
	12.221 SEI MULTI-ASSET ACCUM-F		2015-02-10	2020-09-24
	1.749 SIMT MULTI-STRATEGY ALT FUND CL F		2015-02-10	2020-09-24
	1.672 SIMT SMALL CAP FUND-F		2015-02-10	2020-09-24
	6.423 SIMT LARGE CAP FUND-F		2015-02-10	2020-09-24
	5.218 SEI SIMT CORE FIXED INCOME CL F 64		2015-02-10	2020-09-24
	4.499 SEI HIGH YIELD BOND-F		2015-02-10	2020-09-24
	8.118 SEI SIT INTL EQUITY CL F 95		2017-01-13	2020-09-24
	1.964 SEI SIT EMERGING MKT EQUITY CL F 97		2015-02-10	2020-09-24
	2.955 SEI SIT EMERGING MKT DEBT CL F 98		2015-02-10	2020-09-24
	2.398 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2019-01-14	2020-09-24
	208.988 SIMT SMALL CAP FUND-F		2015-02-10	2020-10-13
	459.493 SIMT LARGE CAP FUND-F		2015-02-10	2020-10-13
	230.766 SEI SIT INTL EQUITY CL F 95		2019-10-11	2020-10-13
	165.716 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2019-10-11	2020-10-13
	5.754 SEI MULTI-ASSET INFL-F		2015-03-01	2020-10-26
	2.093 SEI MULTI-ASSET INCOME-F		2018-01-31	2020-10-26
	11.89 SEI MULTI-ASSET ACCUM-F		2015-03-01	2020-10-26
	1.695 SIMT MULTI-STRATEGY ALT FUND CL F		2015-02-10	2020-10-26
	1.506 SIMT SMALL CAP FUND-F		2015-02-10	2020-10-26
	6.061 SIMT LARGE CAP FUND-F		2015-02-10	2020-10-26
	5.186 SEI SIMT CORE FIXED INCOME CL F 64		2015-02-10	2020-10-26
	4.379 SEI HIGH YIELD BOND-F		2015-03-01	2020-10-26
	7.812 SEI SIT INTL EQUITY CL F 95		2019-10-11	2020-10-26
	1.838 SEI SIT EMERGING MKT EQUITY CL F 97		2019-10-11	2020-10-26
	2.882 SEI SIT EMERGING MKT DEBT CL F 98		2015-02-10	2020-10-26
	2.261 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2015-10-13	2020-10-26
	5.685 SEI MULTI-ASSET INFL-F		2015-03-01	2020-11-24
	2.05 SEI MULTI-ASSET INCOME-F		2018-01-31	2020-11-24
	11.552 SEI MULTI-ASSET ACCUM-F		2015-03-01	2020-11-24
	1.644 SIMT MULTI-STRATEGY ALT FUND CL F		2015-02-10	2020-11-24
	1.317 SIMT SMALL CAP FUND-F		2015-02-10	2020-11-24
	5.604 SIMT LARGE CAP FUND-F		2015-02-10	2020-11-24
	5.189 SEI SIMT CORE FIXED INCOME CL F 64		2015-02-10	2020-11-24
	4.282 SEI HIGH YIELD BOND-F		2015-03-01	2020-11-24
	7.122 SEI SIT INTL EQUITY CL F 95		2019-10-11	2020-11-24
	1.686 SEI SIT EMERGING MKT EQUITY CL F 97		2019-10-11	2020-11-24
	2.793 SEI SIT EMERGING MKT DEBT CL F 98		2015-02-10	2020-11-24
	2.142 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2015-10-13	2020-11-24
	245.098 SEI MULTI-ASSET INFL-F		2015-02-10	2020-12-11
	88.106 SEI MULTI-ASSET INCOME-F		2018-01-12	2020-12-11
	520.291 SEI MULTI-ASSET ACCUM-F		2015-02-10	2020-12-11
	72.185 SIMT MULTI-STRATEGY ALT FUND CL F		2015-02-10	2020-12-11
	56.054 SIMT SMALL CAP FUND-F		2015-02-10	2020-12-11
	249.335 SIMT LARGE CAP FUND-F		2015-02-10	2020-12-11
	233.447 SEI SIMT CORE FIXED INCOME CL F 64		2015-02-10	2020-12-11
	186.012 SEI HIGH YIELD BOND-F		2015-02-10	2020-12-11
	304.383 SEI SIT INTL EQUITY CL F 95		2019-10-11	2020-12-11
	71.275 SEI SIT EMERGING MKT EQUITY CL F 97		2019-10-11	2020-12-11
	118.371 SEI SIT EMERGING MKT DEBT CL F 98		2015-02-10	2020-12-11
	93.4 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2015-10-13	2020-12-11
	5.815 SEI MULTI-ASSET INFL-F		2015-02-10	2020-12-24
	2.084 SEI MULTI-ASSET INCOME-F		2015-02-10	2020-12-24
	12.28 SEI MULTI-ASSET ACCUM-F		2015-02-10	2020-12-24
	1.707 SIMT MULTI-STRATEGY ALT FUND CL F		2015-02-10	2020-12-24
	1.284 SIMT SMALL CAP FUND-F		2015-02-10	2020-12-24
	5.859 SIMT LARGE CAP FUND-F		2015-02-10	2020-12-24
	5.54 SEI SIMT CORE FIXED INCOME CL F 64		2015-02-10	2020-12-24
	4.419 SEI HIGH YIELD BOND-F		2015-02-10	2020-12-24
	7.079 SEI SIT INTL EQUITY CL F 95		2017-01-13	2020-12-24
	1.688 SEI SIT EMERGING MKT EQUITY CL F 97		2019-10-11	2020-12-24
	2.796 SEI SIT EMERGING MKT DEBT CL F 98		2015-02-10	2020-12-24
	2.183 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2015-10-13	2020-12-24
	2.475 SEI MULTI-ASSET INFL-F		2015-02-10	2020-12-31
	.876 SEI MULTI-ASSET INCOME-F		2015-02-10	2020-12-31
	5.112 SEI MULTI-ASSET ACCUM-F		2015-02-10	2020-12-31
	.72 SIMT MULTI-STRATEGY ALT FUND CL F		2015-02-10	2020-12-31
	.544 SIMT SMALL CAP FUND-F		2015-02-10	2020-12-31
	2.445 SIMT LARGE CAP FUND-F		2015-02-10	2020-12-31
	2.327 SEI SIMT CORE FIXED INCOME CL F 64		2015-02-10	2020-12-31
	1.846 SEI HIGH YIELD BOND-F		2015-02-10	2020-12-31
	2.962 SEI SIT INTL EQUITY CL F 95		2017-01-13	2020-12-31
	.694 SEI SIT EMERGING MKT EQUITY CL F 97		2019-10-11	2020-12-31
	1.173 SEI SIT EMERGING MKT DEBT CL F 98		2015-02-10	2020-12-31
	.957 SEI DYNAMIC ASSET ALLOC F (SDYAX)		2015-10-13	2020-12-31
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	25,000	25,033	-33
b	684	740	-56
c	2,998	2,714	284
d	1,668	1,566	102
e	796	528	268
	48	53	-5
	24	23	1
	120	126	-6
	1	1
	18	19	-1
	18	20	-2
	1	1
	90	92	-2
	66	66

	30	32	-2
	90	78	12
	24	23	1
	30	29	1
	36	29	7
	49	55	-6
	25	24	1
	123	132	-9
	19	20	-1
	19	21	-2
	93	100	-7
	68	67	1
	31	33	-2
	93	86	7
	25	25
	31	30	1
	37	32	5
	50	61	-11
	25	30	-5
	124	150	-26
	19	21	-2
	19	31	-12
	93	133	-40
	68	71	-3
	31	43	-12
	93	114	-21
	25	33	-8
	31	38	-7
	37	40	-3
	78	93	-15
	39	44	-5
	195	232	-37
	29	33	-4
	29	46	-17
	146	194	-48
	107	107
	49	65	-16
	146	165	-19
	39	49	-10
	49	57	-8
	58	58
	2,336	2,753	-417
	2,106	2,483	-377
	1,474	1,616	-142
	11,081	10,929	152
	43	51	-8
	22	26	-4
	108	127	-19
	16	18	-2
	16	26	-10
	81	110	-29
	59	58	1
	27	37	-10
	81	97	-16
	22	28	-6
	27	33	-6
	32	34	-2
	43	50	-7
	21	23	-2
	107	122	-15
	16	17	-1
	16	22	-6
	80	97	-17
	59	57	2
	27	34	-7
	80	85	-5
	21	25	-4
	27	29	-2
	32	29	3
	3	3
	1	2	-1
	7	8	-1
	1	1
	1	1
	5	6	-1
	4	4
	2	2
	5	5
	1	2	-1
	2	2
	2	2
	461	537	-76
	231	242	-11
	1,153	1,304	-151
	173	179	-6
	173	225	-52
	865	980	-115
	634	616	18
	288	350	-62
	865	842	23
	231	231
	288	298	-10
	346	296	50
	20	23	-3
	10	10
	50	57	-7
	8	8
	8	9	-1
	38	41	-3
	28	27	1
	13	15	-2
	38	35	3
	10	9	1
	13	12	1
	15	12	3
	44	52	-8
	22	23	-1
	111	125	-14
	17	17
	17	22	-5
	83	96	-13
	61	59	2
	28	33	-5
	83	80	3
	22	21	1
	14	14
	14	14
	33	29	4
	664	768	-104
	332	340	-8
	1,660	1,836	-176
	249	255	-6
	249	318	-69
	969	1,083	-114
	276	308	-32
	913	875	38
	415	497	-82
	1,245	1,167	78
	332	292	40
	415	415
	498	413	85
	2,000	2,321	-321
	358	373	-15
	642	658	-16
	5,000	5,535	-535
	750	768	-18
	750	973	-223
	23	30	-7
	3,750	4,206	-456
	2,750	2,630	120
	1,062	1,272	-210
	188	225	-37
	3,750	3,682	68
	3,380	3,088	292
	1,000	978	22
	2,941	2,613	328
	1,250	1,255	-5
	1,500	1,262	238
	213	177	36
	835	965	-130
	45	52	-7
	440	451	-11
	1,230	1,350	-120
	970	1,064	-94
	119	122	-3
	211	214	-3
	330	408	-78
	1,650	1,806	-156
	1,210	1,156	54
	550	656	-106
	1,650	1,466	184
	440	373	67
	550	545	5
	660	537	123
	46	53	-7
	23	23
	116	126	-10
	17	18	-1
	17	21	-4
	87	95	-8
	64	60	4
	29	34	-5
	87	77	10
	23	20	3
	29	28	1
	35	28	7
	664	752	-88
	332	330	2
	1,660	1,771	-111
	249	250	-1
	249	287	-38
	1,245	1,308	-63
	913	863	50
	415	482	-67
	1,245	1,092	153
	332	275	57
	415	398	17
	498	385	113
	46	52	-6
	23	23
	115	123	-8
	17	17
	17	20	-3
	86	89	-3
	63	60	3
	29	33	-4
	86	74	12
	23	19	4
	29	28	1
	34	26	8
	51	58	-7
	25	25
	127	136	-9
	19	19
	19	23	-4
	96	98	-2
	70	66	4
	32	37	-5
	96	83	13
	25	21	4
	32	30	2
	38	29	9
	46	53	-7
	23	23
	115	126	-11
	17	17
	17	22	-5
	87	94	-7
	63	61	2
	29	34	-5
	87	78	9
	23	20	3
	29	28	1
	35	28	7
	2,431	2,704	-273
	6,690	6,745	-55
	2,589	2,474	115
	2,593	1,822	771
	46	52	-6
	23	23
	114	126	-12
	17	17
	17	19	-2
	86	89	-3
	63	60	3
	29	33	-4
	86	84	2
	23	21	2
	29	28	1
	34	21	13
	46	51	-5
	23	22	1
	115	120	-5
	17	16	1
	17	17
	86	82	4
	63	60	3
	29	32	-3
	86	76	10
	23	19	4
	29	27	2
	35	20	15
	2,000	2,218	-218
	1,000	943	57
	5,000	5,380	-380
	750	713	37
	750	725	25
	3,750	3,660	90
	2,750	2,715	35
	1,250	1,397	-147
	3,750	2,914	836
	1,000	808	192
	1,250	1,139	111
	1,500	884	616
	48	53	-5
	24	22	2
	119	127	-8
	18	17	1
	18	17	1
	89	86	3
	65	64	1
	30	33	-3
	89	68	21
	24	19	5
	30	27	3
	36	21	15
	20	22	-2
	10	9	1
	50	53	-3
	8	7	1
	8	7	1
	38	36	2
	28	27	1
	13	14	-1
	38	28	10
	10	8	2
	13	11	2
	15	9	6
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207
			10,207

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			-33
b			-56
c			284
d			102
e			268
			-5
			1
			-6

			-1
			-2

			-2


			-2
			12
			1
			1
			7
			-6
			1
			-9
			-1
			-2
			-7
			1
			-2
			7

			1
			5
			-11
			-5
			-26
			-2
			-12
			-40
			-3
			-12
			-21
			-8
			-7
			-3
			-15
			-5
			-37
			-4
			-17
			-48

			-16
			-19
			-10
			-8

			-417
			-377
			-142
			152
			-8
			-4
			-19
			-2
			-10
			-29
			1
			-10
			-16
			-6
			-6
			-2
			-7
			-2
			-15
			-1
			-6
			-17
			2
			-7
			-5
			-4
			-2
			3

			-1
			-1


			-1



			-1


			-76
			-11
			-151
			-6
			-52
			-115
			18
			-62
			23

			-10
			50
			-3

			-7

			-1
			-3
			1
			-2
			3
			1
			1
			3
			-8
			-1
			-14

			-5
			-13
			2
			-5
			3
			1


			4
			-104
			-8
			-176
			-6
			-69
			-114
			-32
			38
			-82
			78
			40

			85
			-321
			-15
			-16
			-535
			-18
			-223
			-7
			-456
			120
			-210
			-37
			68
			292
			22
			328
			-5
			238
			36
			-130
			-7
			-11
			-120
			-94
			-3
			-3
			-78
			-156
			54
			-106
			184
			67
			5
			123
			-7

			-10
			-1
			-4
			-8
			4
			-5
			10
			3
			1
			7
			-88
			2
			-111
			-1
			-38
			-63
			50
			-67
			153
			57
			17
			113
			-6

			-8

			-3
			-3
			3
			-4
			12
			4
			1
			8
			-7

			-9

			-4
			-2
			4
			-5
			13
			4
			2
			9
			-7

			-11

			-5
			-7
			2
			-5
			9
			3
			1
			7
			-273
			-55
			115
			771
			-6

			-12

			-2
			-3
			3
			-4
			2
			2
			1
			13
			-5
			1
			-5
			1

			4
			3
			-3
			10
			4
			2
			15
			-218
			57
			-380
			37
			25
			90
			35
			-147
			836
			192
			111
			616
			-5
			2
			-8
			1
			1
			3
			1
			-3
			21
			5
			3
			15
			-2
			1
			-3
			1
			1
			2
			1
			-1
			10
			2
			2
			6

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	11,810
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

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

Reserved...........................

Reserved,..........................

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	298
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	298
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	298
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
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	298
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 tax0	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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 instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

Bluestone Bank Telephone no. bullet

(508) 884-5771

Located at bullet

756 ORCHARD STREETRAYNHAMMA ZIP+4 bullet

027671028

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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
Bluestone Bank	Trustee 1	6,968
756 Orchard Street Raynham,MA02767	Trustee 1	6,968

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...................				0

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............. bullet

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......................... bullet

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

Average of monthly cash balances.......................

Fair market value of all other assets (see instructions)................

742,385

Total (add lines 1a, b, and c).........................

742,385

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

742,385

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

11,136

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

731,249

Minimum investment return. Enter 5% of line 5..................

36,562

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.)

Minimum investment return from Part X, line 6....................

36,562

Tax on investment income for 2020 from Part VI, line 5......

298

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

298

Distributable amount before adjustments. Subtract line 2c from line 1............

36,264

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

36,264

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

36,264

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

85,742

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

85,742

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

85,742

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)

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					36,264
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				35,563
b Total for prior years:2018, 20, 20			15,421
3 Excess distributions carryover, if any, to 2020:
a From 2015......	0
b From 2016......	0
c From 2017......	0
d From 2018......	0
e From 2019......	0
fTotal of lines 3a through e........		0
4Qualifying distributions for 2020 from Part
XII, line 4: $ 85,742
a Applied to 2019, but not more than line 2a				35,563
b Applied to undistributed income of prior years (Election required—see instructions).....			15,421
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2020 distributable amount.....					34,758
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 ..........					1,506
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....	0
b Excess from 2017....	0
c Excess from 2018....	0
d Excess from 2019....	0
e Excess from 2020....	0

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 section4942(j)(3) or4942(j)(5)

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

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
University of Massachusetts-Lowell 220 PAWTUCKET ST STE M30 Lowell,MA01854	NONE	PC	SCHOLARSHIP	25,000
Lasell College 1844 COMMONWEALTH AVE Newton,MA02466	NONE	PC	SCHOLARSHIP	8,300
CAPE COD COMMUNITY COLLEG 2240 IYANNOUGH RD WEST BARNSTABLE,MA02668	NONE	PC	SCHOLARSHIPSS	25,700
SUFFOLK UNIVERSITY OFFICE OF THE BURSAR 8 ASHURTON PLACE BOSTON,MA02108	NONE	PC	SCHOLARSHIP	25,000
Total ................................. 3a				84,000

bApproved for future payment

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

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	(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 ...........
4 Dividends and interest from securities....			14	16,307
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	11,810
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)..				28,117

13Total. Add line 12, columns (b), (d), and (e)..................

28,117

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

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.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Category	Amount	Net Investment Income
STATE INCOME TAXES	759	759
FEDERAL TAX PAYMENT - PRIOR YE	5,764	0
FOREIGN TAXES ON QUALIFIED FOR	282	282

Description	Amount
AMOUNTS PAID IN 2021 REPORTED IN 2020	256
BOOK VALUE ADJUSTMENT	685