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.
bullet

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
Boveri-Trackman Family Foundation Inc

Number and street (or P.O. box number if mail is not delivered to street address)c/o Wilder Shea etal 1 Hollis St Ro
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Wellesley, MA02482

A Employer identification number

04-3189191

B Telephone number (see instructions)

(781) 235-3400

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

$1,713,746J 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	(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	50		50
4	Dividends and interest from securities...	46,821		46,821
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		119,013
b	Gross sales price for all assets on line 6a 776,531
7	Capital gain net income (from Part IV, line 2)...			119,013
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	165,884		165,884
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		3,250	2,000	1,250
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		572
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		36	36
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	3,858		2,036	1,250
25	Contributions, gifts, grants paid.......	79,000			79,000
26	Total expenses and disbursements. Add lines 24 and 25	82,858		2,036	80,250
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	83,026
b	Net investment income (if negative, enter -0-)			163,848
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2020)

Form 990-PF (2020)

Page 2

Part II		Balance Sheets	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.........	123,092	394,720	394,720
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	1,156,449	1,208,078	624,135
	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)..........	828,041	568,093	696,179
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	-21,731	-3,172	-1,288
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,085,851	2,167,719	1,713,746
	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 )	2,012	854
	23	Total liabilities (add lines 17 through 22).........	2,012	854
		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........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	2,083,839	2,166,865
	29	Total net assets or fund balances (see instructions).....	2,083,839	2,166,865
	30	Total liabilities and net assets/fund balances (see instructions).	2,085,851	2,167,719

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

2,083,839

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

83,026

Other increases not included in line 2 (itemize) bullet

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

2,166,865

Decreases not included in line 2 (itemize) bullet

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

2,166,865

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	Call ATT	P	2020-09-10	2020-09-11
b	Call ATT	P	2020-06-19	2020-06-19
c	Call ATT	P	2020-08-26	2020-08-26
d	Call ATT	P	2020-08-25	2020-08-25
e	Call ATT	P	2020-01-30	2020-01-30
	Call ATT	P	2020-02-27	2020-02-27
	Call ATT	P	2020-04-01	2020-04-01
	Call ATT	P	2020-04-01	2020-04-01
	Call Altria Group	P	2020-10-19	2020-10-23
	Call Altria Group	P	2020-09-14	2020-09-18
	Call Bank of America	P	2020-03-20	2020-03-20
	Call Bank of America	P	2020-07-20	2020-07-31
	Call Bank of America	P	2020-04-13	2020-04-24
	Call Bank of America	P	2020-08-17	2020-09-18
	Call Bank of America	P	2020-12-08	2020-12-11
	Call Bank of America	P	2020-01-03	2020-01-03
	Call Bank of America	P	2020-01-06	2020-01-06
	Call Bank of America	P	2020-02-24	2020-02-24
	Call Bank of America	P	2020-01-28	2020-01-28
	Call Bank of America	P	2020-01-14	2020-01-14
	Call Bank of America	P	2020-03-05	2020-03-05
	Call ConocoPhillips	P	2020-10-20	2020-10-30
	Call ConocoPhillips	P	2020-10-13	2020-10-16
	Call ConocoPhillips	P	2020-08-13	2020-08-13
	Call ConocoPhillips	P	2020-11-17	2020-11-20
	Call ConocoPhillips	P	2020-08-12	2020-09-18
	Call ConocoPhillips	P	2020-12-07	2020-12-07
	Call ConocoPhillips	P	2020-12-11	2020-12-11
	Call ConocoPhillips	P	2020-12-10	2020-12-18
	Call ConocoPhillips	P	2020-06-22	2020-06-22
	Call ConocoPhillips	P	2020-06-19	2020-07-02
	Call ConocoPhillips	P	2019-11-19	2020-01-17
	Call ConocoPhillips	P	2020-01-21	2020-02-21
	Call Drxn Large Cap	P	2020-04-17	2020-04-17
	Call Drxn Large Cap	P	2020-04-16	2020-06-19
	Call Drxn Large Cap	P	2020-07-07	2020-07-07
	Call Drxn Large Cap	P	2020-08-06	2020-08-06
	Call Drxn Large Cap	P	2020-09-18	2020-09-18
	Call Drxn Large Cap	P	2020-03-05	2020-03-20
	Call Drxn Large Cap	P	2020-08-27	2020-08-27
	Call Drxn Large Cap	P	2020-09-08	2020-09-08
	Call Drxn Large Cap	P	2020-09-14	2020-09-14
	Call Drxn Large Cap	P	2020-01-03	2020-01-03
	Call Drxn Large Cap	P	2020-01-14	2020-01-14
	Call Drxn Large Cap	P	2020-01-21	2020-01-21
	Call Drxn Large Cap	P	2020-01-18	2020-01-18
	Call Drxn Large Cap	P	2020-02-13	2020-02-13
	Call Drxn Large Cap	P	2020-01-17	2020-12-18
	Call Drxn Large Cap	P	2020-02-18	2020-02-18
	Call Ford Motor	P	2020-02-18	2020-02-18
	Call Ford Motor	P	2020-06-16	2020-06-16
	Call Ford Motor	P	2020-07-01	2020-07-01
	Call Ford Motor	P	2020-08-11	2020-08-11
	Call Ford Motor	P	2020-08-10	2020-09-25
	Call Ford Motor	P	2020-10-16	2020-10-16
	Call Invesco	P	2020-04-01	2020-04-03
	Call Invesco	P	2020-01-14	2020-01-14
	Call Invesco	P	2020-02-03	2020-02-03
	Call Invesco	P	2020-03-04	2020-03-13
	Call Invesco	P	2020-02-12	2020-02-21
	Call Kinder Morgan	P	2020-07-17	2020-07-24
	Call Kinder Morgan	P	2020-02-03	2020-02-28
	Call Kinder Morgan	P	2020-03-04	2020-03-13
	Call Kinder Morgan	P	2020-02-04	2020-02-04
	Call McDonalds	P	2020-07-22	2020-07-31
	Call Range Resources	P	2020-10-23	2020-11-20
	Call Range Resources	P	2019-12-31	2020-01-17
	Call Range Resources	P	2020-01-08	2020-02-21
	Call Range Resources	P	2020-07-13	2020-07-13
	Call Range Resources	P	2020-06-08	2020-06-08
	Call Range Resources	P	2020-05-01	2020-05-15
	Call Range Resources	P	2020-06-09	2020-06-09
	Call Range Resources	P	2020-08-06	2020-08-06
	Call Range Resources	P	2020-12-01	2020-12-04
	Call Range Resources	P	2020-12-16	2020-12-24
	Call Range Resources	P	2020-08-26	2020-08-26
	Call Range Resources	P	2020-08-25	2020-10-02
	Call Range Resources	P	2020-10-19	2020-10-19
	Call Range Resources	P	2020-12-17	2020-12-17
	Call Range Resources	P	2020-10-26	2020-10-26
	Call SPDR Series Trust	P	2020-01-17	2020-01-17
	Call Range Resources	P	2020-01-16	2020-01-31
	Call Schlumberger	P	2020-05-27	2020-05-29
	Call Schlumberger	P	2020-09-08	2020-09-18
	Call Schlumberger	P	2020-10-14	2020-10-14
	Call Schlumberger	P	2020-11-23	2020-11-23
	Call Schlumberger	P	2020-09-09	2020-09-09
	Call Schlumberger	P	2020-03-10	2020-03-13
	Call Schlumberger	P	2020-06-08	2020-06-08
	Call Schlumberger	P	2020-12-04	2020-12-04
	Call Schlumberger	P	2020-12-28	2020-12-31
	Call Schlumberger	P	2020-07-17	2020-07-17
	Call Schlumberger	P	2020-12-14	2020-12-14
	Call Schlumberger	P	2020-12-11	2020-12-18
	Call Schlumberger	P	2020-12-21	2020-12-24
	Call Schlumberger	P	2020-06-29	2020-06-29
	Call Schlumberger	P	2020-08-05	2020-08-05
	Call Schlumberger	P	2020-08-26	2020-08-26
	Call Schlumberger	P	2020-01-03	2020-01-03
	Call Schlumberger	P	2020-01-09	2020-01-09
	Call Schlumberger	P	2020-01-22	2020-01-22
	Call Schlumberger	P	2020-01-28	2020-01-28
	Call SPDR DJIA	P	2020-04-01	2020-04-03
	Call SPDR DJIA	P	2020-06-24	2020-06-26
	Call SPDR DJIA	P	2020-06-19	2020-06-19
	Call SPDR DJIA	P	2020-08-17	2020-08-21
	Call SPDR DJIA	P	2020-08-24	2020-08-28
	Call SPDR DJIA	P	2020-09-09	2020-09-11
	Call SPDR DJIA	P	2020-01-22	2020-01-24
	Call SPDR DJIA	P	2020-11-17	2020-11-17
	Call SPDR DJIA	P	2020-11-18	2020-11-18
	Call SPDR DJIA	P	2020-02-04	2020-02-04
	Call SPDR DJIA	P	2020-11-24	2020-11-24
	Call SPDR DJIA	P	2020-12-15	2020-12-15
	Call SPDR DJIA	P	2020-12-14	2020-12-24
	Call SPDR Energy	P	2020-10-27	2020-10-30
	Call SPDR Energy	P	2020-11-09	2020-11-13
	Call SPDR Energy	P	2020-11-18	2020-11-18
	Call SPDR Energy	P	2020-04-20	2020-04-24
	Call SPDR Energy	P	2020-11-27	2020-11-27
	Call SPDR Energy	P	2020-11-25	2020-11-25
	Call SPDR Energy	P	2020-05-13	2020-05-29
	Call SPDR Energy	P	2020-08-06	2020-08-21
	Call SPDR Energy	P	2020-12-04	2020-12-04
	Call SPDR Energy	P	2020-02-05	2020-02-05
	Call SPDR Financial	P	2020-10-16	2020-10-16
	Call SPDR Financial	P	2020-07-27	2020-08-21
	Call SPDR Financial	P	2020-10-15	2020-10-30
	Call SPDR Financial	P	2020-01-28	2020-01-28
	Call SPDR Financial	P	2020-02-28	2020-02-28
	Call SPDR SP 500	P	2020-09-14	2020-09-14
	Call SPDR SP 500	P	2020-11-12	2020-11-12
	Call SPDR SP 500	P	2020-11-17	2020-11-17
	Call SPDR SP 500	P	2020-11-19	2020-11-19
	Call SPDR SP 500	P	2020-11-23	2020-11-23
	Call SPDR SP 500	P	2020-11-25	2020-11-25
	Call SPDR SP 500	P	2020-12-02	2020-12-02
	Call SPDR SP 500	P	2020-12-04	2020-12-04
	Call SPDR SP 500	P	2020-12-09	2020-12-09
	Call SPDR SP 500	P	2020-12-10	2020-12-10
	Call SPDR SP 500	P	2020-12-09	2020-12-11
	Call Starbucks	P	2020-07-01	2020-07-01
	Call Starbucks	P	2020-06-30	2020-07-17
	Call Starbucks	P	2020-07-21	2020-07-24
	Call Starbucks	P	2020-08-03	2020-08-03
	Call Starbucks	P	2020-08-17	2020-08-17
	Call Starbucks	P	2020-08-14	2020-08-21
	Call Starbucks	P	2020-08-28	2020-08-28
	Call Starbucks	P	2020-09-14	2020-09-14
	Call Starbucks	P	2020-09-24	2020-09-24
	Call Starbucks	P	2020-10-19	2020-10-19
	Call Starbucks	P	2020-10-29	2020-10-29
	Call Starbucks	P	2020-11-04	2020-11-04
	Call Coca Cola	P	2020-06-30	2020-07-10
	Call Coca Cola	P	2020-07-23	2020-07-23
	Call Coca Cola	P	2020-08-06	2020-08-06
	Call Coca Cola	P	2020-09-21	2020-09-21
	Call Coca Cola	P	2020-10-15	2020-10-15
	Call Coca Cola	P	2020-09-28	2020-09-28
	Call Coca Cola	P	2020-10-26	2020-10-26
	Call Coca Cola	P	2020-10-23	2020-10-30
	Call Coca Cola	P	2020-02-21	2020-02-21
	Call Coca Cola	P	2020-11-09	2020-11-13
	Call Coca Cola	P	2020-11-17	2020-11-27
	Call Coca Cola	P	2020-12-01	2020-12-18
	Call Coca Cola	P	2020-03-02	2020-03-02
	Call Coca Cola	P	2020-03-03	2020-04-17
	Call Transocean	P	2020-05-01	2020-05-01
	Call Transocean	P	2020-03-26	2020-04-03
	Call Transocean	P	2020-05-13	2020-05-13
	Call Transocean	P	2020-06-09	2020-06-09
	Call Transocean	P	2020-12-14	2020-12-14
	Call Transocean	P	2020-12-21	2020-12-31
	Call Transocean	P	2020-07-15	2020-08-21
	Call Transocean	P	2020-12-11	2020-12-21
	Call Transocean	P	2020-12-18	2020-12-31
	Call Transocean	P	2020-07-16	2020-07-16
	Call Transocean	P	2020-01-03	2020-01-17
	Direxion Daily SP 500	P	2019-08-26	2020-02-14
	Invesco QQQ Trust	P	2019-08-07	2020-04-17
	McDonalds Corp	P	2020-03-19	2020-08-03
	Novartis	P	2020-08-05	2020-12-08
	Pfizer	P	2020-03-25	2020-06-23
	Put ATT	P	2019-12-10	2020-01-17
	Put Bank of America	P	2020-01-06	2020-01-17
	Put Direxion	P	2020-02-14	2020-02-21
	Put Invesco	P	2020-04-03	2020-04-03
	Put Invesco	P	2020-05-01	2020-05-01
	Put Invesco	P	2020-05-06	2020-05-06
	Put Invesco	P	2020-05-05	2020-05-15
	Put Invesco	P	2020-05-04	2020-05-04
	Put Invesco	P	2020-05-21	2020-05-21
	Put Invesco	P	2020-05-28	2020-05-28
	Put Invesco	P	2020-06-04	2020-06-04
	Put Invesco	P	2020-06-18	2020-06-18
	Put Invesco	P	2020-06-15	2020-06-15
	Put Invesco	P	2020-06-23	2020-06-23
	Put Invesco	P	2020-06-24	2020-07-02
	Put Invesco	P	2020-07-07	2020-07-10
	Put Invesco	P	2020-08-03	2020-08-03
	Put Invesco	P	2020-07-31	2020-08-07
	Put Invesco	P	2020-08-13	2020-08-13
	Put Invesco	P	2020-08-18	2020-08-18
	Put Invesco	P	2020-08-25	2020-08-25
	Put Invesco	P	2020-07-13	2020-07-17
	Put Invesco	P	2020-08-31	2020-08-31
	Put Invesco	P	2020-10-01	2020-10-01
	Put Invesco	P	2020-10-02	2020-10-02
	Put Invesco	P	2020-10-30	2020-10-30
	Put Invesco	P	2020-11-05	2020-11-05
	Put Invesco	P	2020-11-10	2020-11-10
	Put Invesco	P	2020-08-31	2020-08-31
	Put Invesco	P	2020-09-16	2020-09-16
	Put Invesco	P	2020-09-15	2020-09-25
	Put Invesco	P	2020-09-30	2020-09-30
	Put Invesco	P	2020-10-07	2020-10-07
	Put Invesco	P	2020-10-14	2020-10-14
	Put Invesco	P	2020-11-24	2020-11-24
	Put Invesco	P	2020-11-25	2020-11-25
	Put Invesco	P	2020-10-13	2020-10-23
	Put Invesco	P	2020-11-17	2020-11-17
	Put Invesco	P	2020-12-02	2020-12-02
	Put Invesco	P	2020-12-09	2020-12-09
	Put Prosher	P	2020-06-22	2020-06-22
	Put SPDR Financial	P	2020-01-23	2020-02-21
	Put SPDR SP 500	P	2020-03-16	2020-04-17
	Put SPDR SP 500	P	2020-03-16	2020-03-16
	Put SPDR SP 500	P	2020-03-17	2020-03-17
	Put SPDR SP 500	P	2020-03-16	2020-03-16
	Put SPDR SP 500	P	2020-11-02	2020-11-04
	Put SPDR SP 500	P	2020-03-10	2020-03-10
	Put SPDR SP 500	P	2020-03-06	2020-03-06
	Put SPDR SP 500	P	2020-11-03	2020-11-03
	Put SPDR SP 500	P	2020-09-24	2020-09-25
	Put SPDR SP 500	P	2020-11-02	2020-11-02
	Put SPDR SP 500	P	2020-10-19	2020-10-23
	Put SPDR SP 500	P	2020-10-14	2020-10-16
	Put SPDR SP 500	P	2020-10-15	2020-10-15
	Put SPDR SP 500	P	2020-10-20	2020-10-20
	Put SPDR SP 500	P	2020-11-19	2020-11-19
	Put SPDR SP 500	P	2020-12-01	2020-12-04
	Put SPDR SP 500	P	2020-12-24	2020-12-24
	Put SPDR SP 500	P	2020-12-29	2020-12-29
	Put SPDR SP 500	P	2020-12-15	2020-12-16
	SPDR Bloomberg Barclays High Yield	P	2019-04-24	2020-03-10
	SPDR Bloomberg Barclays High Yield	P	2019-05-07	2020-03-10
	SPDR Bloomberg Barclays High Yield	P	2019-09-24	2020-03-10
	Starbucks	P	2020-05-11	2020-11-09
	Starbucks	P	2020-05-14	2020-11-09
	Starbucks	P	2020-08-24	2020-11-09
	Invesco QQQ	P	2017-11-03	2020-04-17
	Invesco QQQ	P	2018-02-06	2020-04-17
	Invesco QQQ	P	2018-04-02	2020-04-17
	Invesco QQQ	P	2018-06-22	2020-04-17
	Invesco QQQ	P	2018-11-05	2020-04-17
	Invesco QQQ	P	2018-11-21	2020-04-17
	Invesco QQQ	P	2018-12-26	2020-04-17
	Invesco QQQ	P	2019-02-25	2020-04-17
	SPDR Bloomberg Barclays High Yield	P	2018-09-19	2020-03-10
	SPDR Bloomberg Barclays High Yield	P	2018-09-20	2020-03-10
	Call SPDR DJIA	P	2020-06-25	2020-06-25
	Rounding	P	2019-01-01	2020-12-31

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	173		173
b	747	153	594
c	1,087	40	1,047
d	647	40	607
e	3,108	1,733	1,375
	1,973	447	1,526
	987	173	814
	1,287	193	1,094
	26		26
	34		34
	340		340
	460		460
	430		430
	340		340
	27		27
	3,944	8,800	-4,856
	5,168	4,384	784
	224	24	200
	536	160	376
	416	424	-8
	464	24	440
	313		313
	187		187
	411	2,067	-1,656
	193		193
	2,497		2,497
	369	3,031	-2,662
	3,013	1,584	1,429
	1,706		1,706
	431	373	58
	1,377		1,377
	243		243
	803		803
	152	15	137
	317		317
	587	1,033	-446
	937	1,648	-711
	72		72
	988		988
	1,782	3,683	-1,901
	4,167	3,603	564
	622	78	544
	1,313	3,707	-2,394
	3,143	4,407	-1,264
	493	1,737	-1,244
	397	38	359
	3,867	4,063	-196
	537		537
	3,193	3,007	186
	867	51	816
	267	3,133	-2,866
	1,817	333	1,484
	1,617	2,283	-666
	1,317		1,317
	217	51	166
	613		613
	4,723	9,027	-4,304
	843	597	246
	202		202
	273		273
	124		124
	323		323
	136		136
	143	40	103
	259		259
	944		944
	103		103
	173		173
	464	1,768	-1,304
	320	160	160
	344		344
	464	3,496	-3,032
	1,496	1,978	-482
	193		193
	296		296
	1,418	1,888	-470
	1,688		1,688
	464	328	136
	176	96	80
	416	328	88
	350	400	-50
	695		695
	293		293
	1,063		1,063
	238	166	72
	844	796	48
	788	221	567
	717		717
	1,833	5,371	-3,538
	844	2,510	-1,666
	899		899
	513	111	402
	3,152	2,016	1,136
	3,208		3,208
	405		405
	2,933	276	2,657
	788	111	677
	788	221	567
	230	30	200
	327	40	287
	470	15	455
	1,213	121	1,092
	923		923
	863		863
	353	30	323
	784		784
	186		186
	161		161
	199		199
	1,291	6,865	-5,574
	7,199	6,093	1,106
	173	40	133
	6,036	4,203	1,833
	2,873	854	2,019
	823		823
	112		112
	293		293
	363	1,312	-949
	267		267
	1,249	3,347	-2,098
	223	2,247	-2,024
	427		427
	348		348
	1,533	889	644
	547	20	527
	533	242	291
	208		208
	383		383
	3,083	2,067	1,016
	908	125	783
	27		27
	134	242	-108
	253	328	-75
	287	22	265
	152	3	149
	163	475	-312
	573	725	-152
	779	691	88
	633	709	-76
	707	489	218
	95		95
	197	16	181
	297		297
	117		117
	161	4	157
	125	8	117
	165		165
	162	1,588	-1,426
	1,272	1,348	-76
	1,432	888	544
	932	1,408	-476
	1,727	908	819
	1,122	863	259
	180		180
	345	760	-415
	790	249	541
	411	931	-520
	510	260	250
	587	11	576
	455	22	433
	125		125
	603	4,797	-4,194
	83		83
	191		191
	153		153
	693	97	596
	163		163
	217	1,383	-1,166
	467		467
	517	983	-466
	717	7,273	-6,556
	267	683	-416
	73		73
	467		467
	517	20	497
	187		187
	4,667	51	4,616
	253		253
	74,544	46,805	27,739
	43,164	36,749	6,415
	39,999	28,977	11,022
	9,104	8,360	744
	6,600	6,104	496
	603		603
	123		123
	243		243
	2,443	77	2,366
	613	207	406
	3,273	387	2,886
	1,593		1,593
	923	2,797	-1,874
	633	50	583
	493	117	376
	803	10	793
	533	20	513
	433	20	413
	413	50	363
	373		373
	433		433
	1,573	20	1,553
	893		893
	113	50	63
	493	50	443
	433	67	366
	513		513
	473	107	366
	213	77	136
	613	437	176
	383	95	288
	2,511	105	2,406
	592	67	525
	833	687	146
	1,223	367	856
	1,763		1,763
	421	67	354
	753	217	536
	1,273	77	1,196
	363	40	323
	303	217	86
	513		513
	533	137	396
	303	40	263
	223	20	203
	868		868
	153		153
	7,222		7,222
	11,362	10,958	404
	11,434	14,315	-2,881
	7,222	14,357	-7,135
	41		41
	1,825	7,655	-5,830
	748	1,610	-862
	127	1	126
	88		88
	45	4	41
	357		357
	82		82
	25	1	24
	34	317	-283
	59	5	54
	67		67
	145	2	143
	157	17	140
	111		111
	33,799	36,185	-2,386
	6,794	7,231	-437
	10,140	10,909	-769
	18,098	15,343	2,755
	18,098	14,520	3,578
	9,049	7,869	1,180
	21,582	15,271	6,311
	21,582	15,872	5,710
	21,582	15,470	6,112
	21,582	17,558	4,024
	21,582	16,791	4,791
	21,582	16,144	5,438
	21,582	14,943	6,639
	21,582	17,390	4,192
	67,565	71,879	-4,314
	33,799	35,995	-2,196
	393	30	363
	12	2	10

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			173
b			594
c			1,047
d			607
e			1,375
			1,526
			814
			1,094
			26
			34
			340
			460
			430
			340
			27
			-4,856
			784
			200
			376
			-8
			440
			313
			187
			-1,656
			193
			2,497
			-2,662
			1,429
			1,706
			58
			1,377
			243
			803
			137
			317
			-446
			-711
			72
			988
			-1,901
			564
			544
			-2,394
			-1,264
			-1,244
			359
			-196
			537
			186
			816
			-2,866
			1,484
			-666
			1,317
			166
			613
			-4,304
			246
			202
			273
			124
			323
			136
			103
			259
			944
			103
			173
			-1,304
			160
			344
			-3,032
			-482
			193
			296
			-470
			1,688
			136
			80
			88
			-50
			695
			293
			1,063
			72
			48
			567
			717
			-3,538
			-1,666
			899
			402
			1,136
			3,208
			405
			2,657
			677
			567
			200
			287
			455
			1,092
			923
			863
			323
			784
			186
			161
			199
			-5,574
			1,106
			133
			1,833
			2,019
			823
			112
			293
			-949
			267
			-2,098
			-2,024
			427
			348
			644
			527
			291
			208
			383
			1,016
			783
			27
			-108
			-75
			265
			149
			-312
			-152
			88
			-76
			218
			95
			181
			297
			117
			157
			117
			165
			-1,426
			-76
			544
			-476
			819
			259
			180
			-415
			541
			-520
			250
			576
			433
			125
			-4,194
			83
			191
			153
			596
			163
			-1,166
			467
			-466
			-6,556
			-416
			73
			467
			497
			187
			4,616
			253
			27,739
			6,415
			11,022
			744
			496
			603
			123
			243
			2,366
			406
			2,886
			1,593
			-1,874
			583
			376
			793
			513
			413
			363
			373
			433
			1,553
			893
			63
			443
			366
			513
			366
			136
			176
			288
			2,406
			525
			146
			856
			1,763
			354
			536
			1,196
			323
			86
			513
			396
			263
			203
			868
			153
			7,222
			404
			-2,881
			-7,135
			41
			-5,830
			-862
			126
			88
			41
			357
			82
			24
			-283
			54
			67
			143
			140
			111
			-2,386
			-437
			-769
			2,755
			3,578
			1,180
			6,311
			5,710
			6,112
			4,024
			4,791
			5,438
			6,639
			4,192
			-4,314
			-2,196
			363
			10

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	119,013
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	82,296

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	2,277
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
3	Add lines 1 and 2...........................	3	2,277
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	2,277
6	Credits/Payments:

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

7	Total credits and payments. Add lines 6a through 6d..............		7
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	9
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	2,286
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax	Refunded	11

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

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

Wilder & Shea Telephone no. bullet

(617) 235-3400

Located at bullet

1 Hollis StWellesleyMA ZIP+4 bullet

02181

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
Philip Trackman	President, Director 000.00	0
13 Ash St Cambridge,MA02138	President, Director 000.00	0
Kathleen Fowler	Treasurer, Director, Asst Clerk 000.00	0
586 Main St PO Box 2018 Dennis,MA02638	Treasurer, Director, Asst Clerk 000.00	0
Leslie B Shea	Clerk, Director 000.00	0
1 Hollis St Ste 410 Wellesley,MA02482	Clerk, Director 000.00	0
Stephen Trackman	Director 000.00	0
124 Delissa Ct Stateline,NV89449	Director 000.00	0

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










Total number of other employees paid over $50,000...................

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

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	Not applicable	0
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	Not applicable
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...................

1,226,270

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

379,986

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

2,599

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

1,608,855

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

1,608,855

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

instructions) Click to see attachment

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

24,133

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

1,584,722

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

79,236

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

79,236

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

2,277

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

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

2,277

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

76,959

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

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

76,959

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

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

76,959

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 Click to see attachment

..........

80,250

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

80,250

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

80,250

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	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7			76,959
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2020:
a From 2015......
b From 2016......	546
c From 2017......	3,263
d From 2018......	7,311
e From 2019......	3,171
fTotal of lines 3a through e........		14,291
4Qualifying distributions for 2020 from Part
XII, line 4: $ 80,250
a Applied to 2019, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2020 distributable amount.....			76,959
e Remaining amount distributed out of corpus		3,291
5 Excess distributions carryover applied to 2020.
(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		17,582
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............
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) .......
8 Excess distributions carryover from 2015 not applied on line 5 or line 7 (see instructions) ...
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		17,582
10 Analysis of line 9:
a Excess from 2016....	546
b Excess from 2017....	3,263
c Excess from 2018....	7,311
d Excess from 2019....	3,171
e Excess from 2020....	3,291

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).)

Philip Trackman

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

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
Cape & Islands Chamber Music Festival PO Box 1934 North Eastham,MA02651		PC	Arts donation	700
WBUR 890 Commonweaalth Ave Boston,MA02215		PC	Arts donation	650
Union of Concerned Scientists 2 Brattle Square Cambridge,MA02338		PC	Humanitarian donation	5,000
American Association for the Adv of Science 1200 New York Ave NW Washington,DC20005		PC	Educational donation	5,000
MA Audubon Society 208 S Great Rd Lincoln,MA01773		PC	Environmental donation	1,000
Nature Conservancy National 4245 North Fairfax Drive Suite 100 Arlington,VA22203		PC	Environmental donation	1,000
American Red Cross 2025 E Street NW Washington,DC20006		PC	Humanitarian donation	5,000
Doctors Without Borders 333 7th Ave 2nd Floor New York,NY10001		PC	Humanitarian donation	5,000
US Fund for Unicef 125 Maiden Lane New York,NY10038		PC	Humanitarian donation	5,000
Heifer International 1 World Ave Little Rock,AR72202		PC	Humanitarian donation	5,000
American Diabetes Association 1701 North Beauregard St Alexandria,VA22311		PC	Medical donation	2,000
American Cancer Society 250 Williams St NW Atlanta,GA30303		PC	Medical donation	1,500
American Heart Association 7272 Greenville Ave Dallas,TX75231		PC	Medical donation	1,500
Newton Community Service Center 492 Waltham St West Newton,MA02465		PC	Social donation	1,000
Greater Boston Food Bank 70 South Bay Ave Boston,MA02118		PC	Social donation	2,000
Disabled American Veterans 3725 Alexandria Pike Cold Spring,KY41076		PC	Social donation	1,000
Habitat for Humanity 1 World Ave Little Rock,AR72202		PC	Social donation	2,000
Planned Parenthood Federation - National 434 West 33rd St New York,NY10001		PC	Social donation	5,000
Southern Poverty Law Center 400 Washington Ave Montgomery,AL36104		PC	Social donation	10,000
Partners in Health 800 Boylston St Suite 300 Boston,MA02199		PC	Medical donation	2,000
Cambridge Community Foundation 99 Bishop Allen Drive Cambridge,MA02139		PC	Social donation	2,000
College of Wooster 1189 Beall Ave Wooster,OH44691		PC	Educational donation	5,000
Creative Action Institute 240 County Rd Ipswich,MA01938		PC	Social donation	10,000
WCRB One Guest St Boston,MA02135		PC	Arts donation	650
Total ................................. 3a				79,000

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 ...........			14	50
4 Dividends and interest from securities....			14	46,821
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	119,013
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)..				165,884

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

165,884

(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:	20011406
Software Version:	20.0.2.0

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2020 AccountingFeesSchedule

Name:

Boveri-Trackman Family Foundation Inc

EIN:

04-3189191

Software ID:

20011406

Software Version:

20.0.2.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Accounting	3,250	2,000		1,250

- TIN:

TY 2020 InvestmentsCorpStockSchedule

Name:

Boveri-Trackman Family Foundation Inc

EIN:

04-3189191

Software ID:

20011406

Software Version:

20.0.2.0

Name of Stock	End of Year Book Value	End of Year Fair Market Value
Charles Schwab - acct 6186-4869 - Equities	1,208,078	624,135

- TIN:

TY 2020 InvestmentsOtherSchedule2

Name:

Boveri-Trackman Family Foundation Inc

EIN:

04-3189191

Software ID:

20011406

Software Version:

20.0.2.0

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
Charles Schwab - acct 6186-4869	AT COST	568,093	696,179

- TIN:

TY 2020 LegalFeesSchedule

Name:

Boveri-Trackman Family Foundation Inc

EIN:

04-3189191

Software ID:

20011406

Software Version:

20.0.2.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes

- TIN:

TY 2020 OtherAssetsSchedule

Name:

Boveri-Trackman Family Foundation Inc

EIN:

04-3189191

Software ID:

20011406

Software Version:

20.0.2.0

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
Options	-21,731	-3,172	-1,288

- TIN:

TY 2020 OtherExpensesSchedule

Name:

Boveri-Trackman Family Foundation Inc

EIN:

04-3189191

Software ID:

20011406

Software Version:

20.0.2.0

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
State Fees	35	35
Investment fee	1	1

- TIN:

TY 2020 OtherLiabilitiesSchedule

Name:

Boveri-Trackman Family Foundation Inc

EIN:

04-3189191

Software ID:

20011406

Software Version:

20.0.2.0

Description	Beginning of Year - Book Value	End of Year - Book Value
Deferred interest and dividends	2,012	854

- TIN:

TY 2020 TaxesSchedule

Name:

Boveri-Trackman Family Foundation Inc

EIN:

04-3189191

Software ID:

20011406

Software Version:

20.0.2.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Federal excise taxes	572