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
CLARA B WINTHROP CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)45 SCHOOL ST 5TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA021083204
A Employer identification number

04-6039972
B Telephone number (see instructions)

(617) 523-1635
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$4,428,372J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 31 31  
4 Dividends and interest from securities... 89,353 89,354  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,807,364
b Gross sales price for all assets on line 6a 3,129,334
7 Capital gain net income (from Part IV, line 2)... 1,807,364
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........ 1,896,748 1,896,749  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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)....... Click to see attachment 1,840 1,840 0 0
c Other professional fees (attach schedule).... Click to see attachment 35,839 35,839   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 8,349 720   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.......... 46,028 38,399 0 0
25 Contributions, gifts, grants paid....... 200,000 200,000
26 Total expenses and disbursements. Add lines 24 and 25 246,028 38,399 0 200,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,650,720
b Net investment income (if negative, enter -0-) 1,858,350
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 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............. 1,078    
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)....... 1,920,132 Click to see attachment3,571,930 4,428,372
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)..........     0
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) 1,921,210 3,571,930 4,428,372
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
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........ 1,921,210 3,571,930
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)..... 1,921,210 3,571,930
30 Total liabilities and net assets/fund balances (see instructions). 1,921,210 3,571,930
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
1,921,210
2
Enter amount from Part I, line 27a .....................
2
1,650,720
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,571,930
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
3,571,930
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 2000. AFLAC INC   2003-12-11 2020-09-11
b 1000. AT&T INC   2010-05-13 2020-09-11
c 2500. ALLIANT ENERGY CORP   1983-01-03 2020-09-11
d 75. APPLE COMPUTER INC   2012-12-28 2020-09-11
e 1500. BANK OF AMERICA CORPORATION   2017-09-25 2020-09-11
600. CALAVO GROWERS INC   2017-09-25 2020-09-11
1000. CARRIER GLOBAL CORPORATION   2000-11-28 2020-09-11
1000. CHEVRONTEXACO CORP   1994-07-22 2020-09-11
2000. CISCO SYS INC   2017-09-25 2020-09-11
3500. COGNEX CORP   2002-07-02 2020-09-11
1300. CONOCOPHILLIPS   1993-07-15 2020-09-11
400. CONSTELLATION BRANDS INC CLASS A   2019-12-17 2020-09-11
1000. EXPEDITORS INTL WASH INC   2007-07-11 2020-09-11
1000. EXXON MOBIL CORP   2017-09-25 2020-05-13
100. FACEBOOK INC CLASS A   2017-12-19 2020-09-11
3000. FIRST TRUST NORTH AMERICAN ENERGY INFRAS   2012-11-28 2020-09-11
430. HOME DEPOT INC   2008-11-24 2020-09-11
1795. INTEL CORP   2010-12-31 2020-09-11
2000. IRON MTN INC COM   2018-02-21 2020-09-11
800. JOHNSON & JOHNSON   2002-09-20 2020-09-11
800. MCDONALDS CORP   2009-12-10 2020-09-11
295. MERCK & CO INC   2009-04-21 2020-09-11
820. MICROSOFT CORP   2001-10-04 2020-09-11
2000. NEWELL RUBBERMAID INC.   2009-01-29 2020-09-11
600. NOVARTIS AG BEARER   2008-01-29 2020-09-11
800. OMNICOM GROUP   2015-10-01 2020-09-11
500. OTIS WORLDWIDE CORP GLBL COM   2000-11-28 2020-09-11
2000. PAYCHEX INC   2002-09-20 2020-09-11
2000. PFIZER INC   2008-11-24 2020-09-11
1000. PROCTER & GAMBLE CO   1986-07-03 2020-09-11
.92 RAYTHEON TECHNOLOGIES CORP COM   2010-12-31 2020-04-09
1933. RAYTHEON TECHNOLOGIES CORP COM   2010-12-31 2020-09-11
1700. SERVICE PPTYS TR COM   2008-11-24 2020-09-11
1300. SERVICE PPTYS TR COM   2019-12-17 2020-09-11
1000. STARBUCKS CORP   2017-09-25 2020-09-11
1000. SUNCOR ENERGY INC   2012-11-28 2020-08-27
500. 3M COMPANY   1989-11-24 2020-09-11
1000. UNITED PARCEL SERVICE CLASS B   2000-07-17 2020-09-11
2440. VERIZON COMMUNICATIONS INC   1992-01-22 2020-09-11
300. VERTEX PHARMACEUTICALS INC   2010-12-13 2020-09-11
750. CHECK POINT SOFTWARE TECHNOLOGIES LTD   2012-11-28 2020-09-11
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 72,453   35,618 36,835
b 28,981   25,770 3,211
c 129,411   15,432 113,979
d 8,455   1,374 7,081
e 37,784   37,170 614
38,132   42,138 -4,006
29,168   5,938 23,230
78,211   20,558 57,653
79,618   67,320 12,298
220,463   16,686 203,777
43,022   8,759 34,263
74,927   73,432 1,495
89,304   44,771 44,533
41,772   80,929 -39,157
26,883   17,924 8,959
59,110   54,431 4,679
118,986   8,471 110,515
89,210   37,820 51,390
59,043   62,140 -3,097
117,877   41,784 76,093
173,963   48,874 125,089
24,821   7,023 17,798
169,428   23,206 146,222
34,559   17,915 16,644
54,323   26,593 27,730
41,502   52,706 -11,204
30,178   8,904 21,274
150,689   47,680 103,009
71,358   38,680 32,678
138,043   5,028 133,015
62   18 44
116,518   38,370 78,148
13,906   13,851 55
10,634   29,569 -18,935
85,148   54,880 30,268
16,137   32,634 -16,497
82,530   9,336 73,194
158,796   60,788 98,008
145,184   58,733 86,451
78,029   14,587 63,442
88,879   34,130 54,749
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
      1,837
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       36,835
b       3,211
c       113,979
d       7,081
e       614
      -4,006
      23,230
      57,653
      12,298
      203,777
      34,263
      1,495
      44,533
      -39,157
      8,959
      4,679
      110,515
      51,390
      -3,097
      76,093
      125,089
      17,798
      146,222
      16,644
      27,730
      -11,204
      21,274
      103,009
      32,678
      133,015
      44
      78,148
      55
      -18,935
      30,268
      -16,497
      73,194
      98,008
      86,451
      63,442
      54,749
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,807,364
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 25,831
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 25,831
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 25,831
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,700
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 4,700
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 21,131
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 taxBullet0 RefundedBullet 11 0
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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. ...............................
    10
     
    No
    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 instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletWELCH & FORBES LLC Telephone no.bullet (617) 523-1635

    Located atbullet45 SCHOOL STREET 5TH FLOORBOSTONMA ZIP+4bullet02108
    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
     
     
    ........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
     
     
    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
    PETER P BROWN TRUSTEE
    2     		0    
    45 SCHOOL ST 5TH FLOOR
    BOSTON,MA021083204
    THEODORE E OBER TRUSTEE
    2     		0    
    45 SCHOOL STREET 5TH FLOOR
    BOSTON,MA02108
    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.........................bullet  
    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
    4,102,301
    b
    Average of monthly cash balances.......................
    1b
    300
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,102,601
    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
    4,102,601
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    61,539
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,041,062
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    202,053
    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
    202,053
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    25,831
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    25,831
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    176,222
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    176,222
    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
    176,222
    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
    200,000
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    200,000
    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
    200,000
    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 7 176,222
    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...... 708
    b From 2016...... 7,889
    c From 2017...... 5,066
    d From 2018...... 1,912
    e From 2019...... 0
    fTotal of lines 3a through e........ 15,575
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 200,000
    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..... 176,222
    e Remaining amount distributed out of corpus 23,778
    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 39,353
    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) ...     		708
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		38,645
    10 Analysis of line 9:
    a Excess from 2016.... 7,889
    b Excess from 2017.... 5,066
    c Excess from 2018.... 1,912
    d Excess from 2019.... 0
    e Excess from 2020.... 23,778
    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).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    OLIVER A SPALDING
    C/O WELCH FORBES 45 SCHOOL STREE
    BOSTON,MA02108
    (617) 523-1635
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS MAY BE SUBMITTED IN ANY FORM WHICH REASONABLY INFORMS THE TRUSTEES AS TO THE EXEMPT STATUS OF THE APPLICANT, ITS GENERAL FINANCIAL SITUATION AND THE REASON THE GRANT IS REQUESTED.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AWARDS MUST BE MADE TO CHARITABLE ORGANIZATIONS ONLY. THEY MUST BE WITHIN THE COMMONWEALTH OF MASSACHUSETTS OR A STATE WHICH EXEMPTS BEQUESTS TO MASSACHUSETTS ORGANIZATIONS.
    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
    TOWN OF MANCHESTER-BY-
    THE-SEA
    10 CENTRAL STREET
    MANCHESTERBYTHESEA,MA01944     		NONE PUBLIC MUNICIPALITY MAINTENANCE AND UPKEEP OF 10,000
    TRUSTEES OF RESERVATIONS
    200 HIGH STREET 4TH FL
    BOSTON,MA02110     		NONE PUBLIC CHARITY GENERAL FUND 10,000
    MASSACHUSETTS HISTORICAL
    SOCIETY
    1154 BOYLSTON STREET
    BOSTON,MA02215     		NONE PUBLIC CHARITY GENERAL FUND 9,000
    VNA CARE NETWORK
    199 ROSEWOOD DRIVE
    DANVERS,MA01923     		NONE PUBLIC CHARITY GENERAL FUND 10,000
    MUSEUM OF SCIENCE
    ONE SCIENCE PARK
    BOSTON,MA021141099     		NONE PUBLIC CHARITY GENERAL FUND 7,500
    NEW ENGLAND AQUARIUM
    CENTRAL WHARF
    BOSTON,MA02110     		NONE PUBLIC CHARITY GENERAL FUND 7,500
    LIBRARY OF THE BOSTON
    ATHENAEUM INC
    10 1/2 BEACON STREET
    BOSTON,MA02108     		NONE PUBLIC CHARITY GENERAL FUND 9,000
    NEW ENGLAND CONSERVATORY
    OF MUSIC
    290 HUNTINGTON AVE
    BOSTON,MA02115     		NONE PUBLIC CHARITY ANNUAL FUND 5,000
    PEABODY & ESSEX MUSEUM
    EAST INDIA SQUARE
    SALEM,MA01970     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5,000
    WINSOR SCHOOL
    PILGRIM ROAD
    BOSTON,MA02215     		NONE PUBLIC CHARITY GENERAL FUND 5,000
    WGBH EDUCATIONAL
    FOUNDATION
    ONE GUEST STREET
    BOSTON,MA02135     		NONE PUBLIC CHARITY RALPH LOWELL SOCIETY 5,000
    ST JOHN'S EPISCOPAL
    CHURCH
    705 HALE STREET
    BEVERLY,MA01915     		NONE PUBLIC CHARITY GENERAL FUND 9,000
    MANCHESTER PUBLIC LIBRARY
    15 UNION STREET
    MANCHESTERBYTHESEA,MA01944     		NONE PUBLIC CHARITY PURCHASE BOOKS AND 11,000
    BOWDOIN COLLEGE
    4100 COLLEGE STATION
    BRUNSWICK,ME04011     		NONE PUBLIC CHARITY JAMES BOWDOIN SCHOLARSHIP 9,000
    WENHAM MUSEUM
    132 MAIN STREET
    WENHAM,MA01984     		NONE PUBLIC CHARITY GENERAL OP. FUND AND 7,500
    MANCHESTER HISTORICAL
    SOCIETY
    10 UNION STREET
    MANCHESTERBYTHESEA,MA01944     		NONE PUBLIC CHARITY GENERAL FUND 7,000
    HOME FOR LITTLE WANDERERS
    10 GUEST STREET
    BOSTON,MA02135     		NONE PUBLIC CHARITY GENERAL FUND 5,000
    MANCHESTER COMMUNITY CTR
    BOX 212 - HARBORS POINT
    MANCHESTERBYTHESEA,MA01944     		NONE PUBLIC CHARITY GENERAL FUND 7,000
    THE NAVIGATOR FOUNDATION
    941 HALE STREET
    BEVERLY FARMS,MA01915     		NONE PUBLIC CHARITY GENERAL FUND 2,000
    BOSTON CHILDREN'S HOSPITAL TRUST
    401 PARK DRIVE - SUITE 602
    BOSTON,MA022155344     		NONE PUBLIC CHARITY GENERAL FUND 9,000
    BOYS & GIRLS CLUBS OF
    BOSTON
    200 HIGH STREET 3RD FLOOR
    BOSTON,MA02110     		NONE PUBLIC CHARITY GENERAL FUND 7,000
    ST PETER'S EPISCOPAL
    CHURCH
    4 OCEAN STREET
    BEVERLY,MA01915     		NONE PUBLIC CHARITY GENERAL FUND 7,000
    HISTORIC NEW ENGLAND
    141 CAMBRIDGE STREET
    BOSTON,MA02114     		NONE PUBLIC CHARITY GENERAL FUND 7,000
    THE EPIPHANY SCHOOL
    154 CENTER STREET
    DORCHESTER,MA02124     		NONE PUBLIC CHARITY EDUCATIONAL PROGRAMS 5,000
    BRIGHAM & WOMEN'S HOSPITAL
    116 HUNTINGTON AVENUE
    BOSTON,MA02116     		NONE PUBLIC CHARITY PRESIDENT'S UNRESTRICTED 8,000
    HARVARD COLLEGE FUND
    124 MOUNT AUBURN STREET
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITY CLARA B WINTHROP 6,000
    BEVERLY HOSPITAL
    85 HERRICK STREET
    BEVERLY,MA01915     		NONE PUBLIC CHARITY GENERAL OPERATING FUND 9,000
    SEED GLOBAL HEALTH
    20 ASHBURTON PLACE
    BOSTON,MA02108     		NONE PUBLIC CHARITY GENERAL FUND 1,500
    Total .................................bullet 3a 200,000
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........     		    14 33  
    4 Dividends and interest from securities....     14 89,351  
    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 1,807,364  
    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)..   1,896,748  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,896,748
    (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.)
    7 NOT APPLICABLE
    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

    TY 2020 AccountingFeesSchedule
    Name:
    CLARA B WINTHROP CHARITABLE TRUST
    EIN:
    04-6039972
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 1,840 1,840    

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    CLARA B WINTHROP CHARITABLE TRUST
    EIN:
    04-6039972
    Name of Stock End of Year Book Value End of Year Fair Market Value
    2000 SHS AFLAC    
    2,500 SHS ALLIANT ENERGY    
    1000 SHS CHEVRON CORP    
    3500 SHS COGNEX    
    1300 SHS CONOCO PHILLIPS    
    270 SHS HOME DEPOT 5,319 71,717
    3000 SHS SERVICE PPTYS TR    
    800 SHS JOHNSON&JOHNSON    
    380 SHS MICROSOFT 10,754 84,520
    2000 SHS NEWELL BRANDS INC    
    2000 SHS PAYCHEX    
    2000 SHS PFIZER    
    1000 SHS PROCTER & GAMBLE    
    500 SHS 3M    
    1000 SHS UPS    
    1000 SHS UNITED TECHNOLOGIES    
    2440 SHS VERIZON COMMUNICATION    
    1000 SHS EXPEDITORS INT.    
    FEDERATED MONEY MARKET FUND 97,940 97,940
    600 SHS NOVARTIS AG    
    800 SHS MCDONALDS CORP    
    1205 SHS MERCK & CO INC 28,686 98,569
    1000 SHS AT & T INC    
    1,205 SHS INTEL CORP 25,389 60,033
    400 SHS RAYTHEON CO    
    1,605 SHS APPLE, INC 29,412 212,967
    1000 SHS SUNCOR ENERGY INC    
    3000 SHS FIRST TRUST NORTH AM    
    750 SHS CHECKPOINT SOFTWARE    
    300 SHS VERTEX PHARMACEUTICALS    
    2000 WELLS FARGO & CO 40,237 52,360
    800 SHS OMNICOM GROUP INC    
    2,650 SHS ISHARES US PREFERRED 100,416 102,052
    5,042.209 SHS FIRST TRUST SHOR 98,939 98,676
    1,000 SHS STARBUCKS CORP    
    600 SHS CALAVO GROWERS INC    
    1,500 SHS BAN OF AMERICA CORP    
    2,000 SHS CICSO SYSTEMS INC    
    100 SHS FACEBOOK INC CLASS A    
    300 SHS NVIDIA CORP 119,782 156,660
    1,000 SHS EXXON MOBIL CORP    
    2000 SHS IRON MTN INC    
    1,500 BRISTOL MYERS SQUIBB 74,738 93,045
    400 SHS CONSTELLATION BRANDS I    
    220 SHS ADOBE SYSTEMS, INC. 106,153 110,026
    30 SHS AMAZON COM INC. 95,080 97,708
    700 SHS AMERICAN EXPRESS CO 72,082 84,637
    200 SHS AMERIPRISE FINANCIAL I 30,384 38,866
    600 SHS ANSYS INC 191,514 218,280
    400 SHS AUTOMATIC DATA PROCESS 53,146 70,480
    1,000 SHS BALL CORP 81,695 93,180
    40 SHS BOOKINGS HLDGS INC 72,639 89,091
    300 SHS CARLISLE COS INC 36,736 46,854
    1,000 SHS CARMAX INC 102,615 94,460
    1,180 SHS CHURCH & DWIGHT CO I 110,492 102,931
    220 SHS CINTAS CORP 70,435 77,761
    195 SHS COSTCO WHOLESALE CORP 66,554 73,472
    700 SHS DANAHER CORP 143,580 155,498
    450 SHS ECOLABE INC 91,570 97,362
    1,200 EDWARDS LIFESCIENCES COR 98,586 109,476
    610 SHS FISERV INC 57,802 69,455
    1,000 SHS FORTIVE CORP 66,024 70,820
    265 SHS IDEXX LABORTORIES 97,720 132,466
    700 SHS JP MORGAN CHASE 70,210 88,949
    400 SHS LANCASTER COLONY CORP 70,578 73,492
    350 SHS LINCOLN ELECTRIC HOLDI 32,488 40,688
    80 SHS METTLER TOLEDO INTERNAT 77,843 91,174
    160 SHS O REILLY AUTOMOTIVE IN 75,917 72,411
    1,000 QUALCOMM INC 114,376 152,340
    300 SHS RESMED INC 51,988 63,768
    300 SHS ROPER TECHNOLOGIES INC 120,721 129,327
    335 SHS STRYKER CORP 67,625 82,088
    1,145 SHS TJX COS INC 62,410 78,192
    215 SHS THERMO FISHER SCIENTIF 92,301 100,143
    300 SHS TRACTOR SUPPLY CO 41,828 42,174
    830 SHS VISA INC COM CL A 166,813 181,546
    400 SHS VONTIER CORPORATION 11,434 13,360
    395 SHS WATSCO INC 92,812 89,487
    345 SHS LINDE PLC 86,524 90,911
    500 SHS CHUBB LIMITED 59,643 76,960

    TY 2020 OtherProfessionalFeesSchedule
    Name:
    CLARA B WINTHROP CHARITABLE TRUST
    EIN:
    04-6039972
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 35,839 35,839    


    TY 2020 TaxesSchedule
    Name:
    CLARA B WINTHROP CHARITABLE TRUST
    EIN:
    04-6039972
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 720 720   0
    FEDERAL TAX PAYMENT - PRIOR YE 2,929 0   0
    FEDERAL ESTIMATED TAX 4,700 0   0