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
NANCY-CARROLL DRAPER CHAR FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 55806
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA022055806
A Employer identification number

04-6726873
B Telephone number (see instructions)

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$18,024,824J 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      
4 Dividends and interest from securities... 330,433 339,994  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,157,238
b Gross sales price for all assets on line 6a 8,598,489
7 Capital gain net income (from Part IV, line 2)... 2,157,238
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........ 2,487,671 2,497,232  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 117,408      
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 298,211 149,105 0 149,105
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 99,606 99,606   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 18,217 6,043   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)....... Click to see attachment 1,740 1,615   125
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 535,182 256,369 0 149,230
25 Contributions, gifts, grants paid....... 760,261 760,261
26 Total expenses and disbursements. Add lines 24 and 25 1,295,443 256,369 0 909,491
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,192,228
b Net investment income (if negative, enter -0-) 2,240,863
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............. 485,386 453,777 453,777
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) 1,419,939 Click to see attachment1,370,010 1,471,878
b Investments—corporate stock (attach schedule)....... 8,462,105 Click to see attachment9,742,934 14,612,106
c Investments—corporate bonds (attach schedule)....... 1,411,193 Click to see attachment1,409,825 1,487,063
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) 11,778,623 12,976,546 18,024,824
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........ 11,778,623 12,976,546
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)..... 11,778,623 12,976,546
30 Total liabilities and net assets/fund balances (see instructions). 11,778,623 12,976,546
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
11,778,623
2
Enter amount from Part I, line 27a .....................
2
1,192,228
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
5,695
4
Add lines 1, 2, and 3 ..........................
4
12,976,546
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
12,976,546
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 415. ABB LTD COM   2019-05-01 2020-10-30
b 156. ABB LTD COM   2020-04-08 2020-10-30
c 2385. AT&T INC     2020-10-30
d 112. ADOBE SYSTEMS INC COM   2020-03-17 2020-10-30
e 762. ALLIANZ SE UNSPONSORED ADR     2020-10-30
388. ALLSTATE CORP COM   2016-12-09 2020-10-30
100. ALPHABET INC CL C     2020-10-30
60. ALPHABET INC CL A   2009-05-22 2020-10-30
30. AMAZON INC CM COM   2018-11-06 2020-10-30
26. AMAZON INC CM COM   2020-03-18 2020-10-30
965. AMERICAN ELECTRIC POWER COM     2020-10-30
375. AMERICAN TOWER CORP CL A (REIT)   2013-08-26 2020-10-30
549. ANALOG DEVICES COM   2010-05-19 2020-10-30
259. ANTHEM INC COM   2016-12-09 2020-10-30
20000. ANTHEM INC DTD 11/21/2017 2.5000% 11/21/2020   2017-11-14 2020-11-23
4056. APPLE COMPUTER INC COM     2020-10-30
549. ASTRAZENECA PLC SPONSORED ADR   2017-04-05 2020-10-30
615. AXA - UAP COM     2020-10-30
688. BAE SYSTEMS PLC ADR     2020-10-30
532. BASF AG-SPON ADR     2020-10-30
220. BASF AG-SPON ADR   2020-04-08 2020-10-30
397. BP AMOCO SPONS ADR     2020-10-30
90. BP AMOCO SPONS ADR   2020-04-08 2020-10-30
584. BNP PARIBAS SPONSORED ADR   2018-12-04 2020-10-30
1622. BANCO SANTANDER CENTRAL HISPANO ADR   2018-12-04 2020-10-30
1367. BANK OF AMERICA CORP   2018-12-26 2020-10-30
276. BANK OF MONTREAL     2020-10-30
51. BANK OF MONTREAL   2020-04-08 2020-10-30
441. BERKSHIRE HATHAWAY INC CL B (NEW)     2020-10-30
163. BIOGEN INC   2017-01-06 2020-10-30
130. BLACKROCK INC   2015-10-16 2020-10-30
27. BOOKING HOLDINGS INC   2013-01-17 2020-10-30
280. BRITISH AMERICAN TOBACCO-SPONSORED ADR     2020-10-30
132. BROADCOM INC COM   2019-07-03 2020-10-30
1106. CVS CORPORATION     2020-10-30
491. CANON INC ADR (5 SHS COM)     2020-10-30
559. CHEVRONTEXACO CORP   2020-01-02 2020-10-30
105. CHEVRONTEXACO CORP   2017-01-11 2020-10-30
258. CHINA MOBILE (HONG KONG) LTD SPONSORED ADR     2020-10-30
1201. CISCO SYSTEMS INC COM   2014-05-27 2020-10-30
2135. COMCAST CORP NEW CL A   2012-03-28 2020-10-30
256. COSTCO WHOLESALE CORPORATION   2016-11-17 2020-10-30
607. DANAHER CORP COM   2012-06-22 2020-10-30
30000. DOWDUPONT INC DTD 11/28/2018 3.7660% 11/15/2020     2020-11-16
321. EOG RESOURCES INC   2020-03-17 2020-10-30
716. EOG RESOURCES INC     2020-10-30
1336. ENEL SPA-ADR   2019-07-10 2020-10-30
926. ENGIE SA SPONSORED ADR     2020-10-30
497. FMC CORP COM NEW   2017-01-30 2020-10-30
431. FACEBOOK INC CL A     2020-10-30
279.7214 FEDERAL HOME LOAN MTGE CORP GOLD POOL DTD 12/1/2003 7.0000% 1   1912-12-17 2020-10-15
275.4166 FEDERAL HOME LOAN MTGE CORP GOLD POOL DTD 12/1/2003 7.0000% 1   1912-12-17 2020-11-16
273.0234 FEDERAL HOME LOAN MTGE CORP GOLD POOL DTD 12/1/2003 7.0000% 1   1912-12-17 2020-12-15
553.9235 FEDERAL HOME LOAN MTGE CORP DTD 5/1/1999 7.0000% 5/1/2029   1912-12-17 2020-10-15
541.596 FEDERAL HOME LOAN MTGE CORP DTD 5/1/1999 7.0000% 5/1/2029   1912-12-17 2020-11-16
527.6132 FEDERAL HOME LOAN MTGE CORP DTD 5/1/1999 7.0000% 5/1/2029   1912-12-17 2020-12-15
1455.1792 FEDERAL NAT'L MTGE ASSN DTD 1/1/2003 6.0000% 1/1/2033   1912-12-17 2020-10-15
1428.5113 FEDERAL NAT'L MTGE ASSN DTD 1/1/2003 6.0000% 1/1/2033   1912-12-17 2020-11-16
1374.6709 FEDERAL NAT'L MTGE ASSN DTD 1/1/2003 6.0000% 1/1/2033   1912-12-17 2020-12-15
120.811 FEDERAL NAT'L MTGE ASSN DTD 3/1/2001 6.5000% 4/1/2031   1912-12-17 2020-10-26
118.0465 FEDERAL NAT'L MTGE ASSN DTD 3/1/2001 6.5000% 4/1/2031   1912-12-17 2020-11-25
116.8297 FEDERAL NAT'L MTGE ASSN DTD 3/1/2001 6.5000% 4/1/2031   1912-12-17 2020-12-28
1035.2122 FEDERAL NAT'L MTGE ASSN DTD 5/1/2003 5.0000% 6/1/2033   1912-12-17 2020-10-26
1005.5089 FEDERAL NAT'L MTGE ASSN DTD 5/1/2003 5.0000% 6/1/2033   1912-12-17 2020-11-25
976.2077 FEDERAL NAT'L MTGE ASSN DTD 5/1/2003 5.0000% 6/1/2033   1912-12-17 2020-12-28
564.1477 FEDERAL NAT'L MTGE ASSN DTD 6/1/2002 7.0000% 7/1/2032   1912-12-17 2020-10-26
552.4304 FEDERAL NAT'L MTGE ASSN DTD 6/1/2002 7.0000% 7/1/2032   1912-12-17 2020-11-25
548.9147 FEDERAL NAT'L MTGE ASSN DTD 6/1/2002 7.0000% 7/1/2032   1912-12-17 2020-12-28
326.0885 FEDERAL NAT'L MTGE ASSN DTD 3/1/1999 7.5000% 4/1/2029   1912-12-17 2020-10-26
320.6455 FEDERAL NAT'L MTGE ASSN DTD 3/1/1999 7.5000% 4/1/2029   1912-12-17 2020-11-25
311.5979 FEDERAL NAT'L MTGE ASSN DTD 3/1/1999 7.5000% 4/1/2029   1912-12-17 2020-12-28
784.1354 FEDERAL NAT'L MTGE ASSN DTD 6/1/2001 6.0000% 6/1/2031   1912-12-17 2020-10-26
776.2889 FEDERAL NAT'L MTGE ASSN DTD 6/1/2001 6.0000% 6/1/2031   1912-12-17 2020-11-25
736.4291 FEDERAL NAT'L MTGE ASSN DTD 6/1/2001 6.0000% 6/1/2031   1912-12-17 2020-12-28
692.3978 FEDERAL NAT'L MTGE ASSN DTD 6/1/2002 6.5000% 7/1/2032   1912-12-17 2020-10-26
677.1925 FEDERAL NAT'L MTGE ASSN DTD 6/1/2002 6.5000% 7/1/2032   1912-12-17 2020-11-25
664.6736 FEDERAL NAT'L MTGE ASSN DTD 6/1/2002 6.5000% 7/1/2032   1912-12-17 2020-12-28
752.892 FEDERAL NAT'L MTGE ASSN DTD 7/1/2003 5.5000% 7/1/2033   1912-12-17 2020-10-26
730.1975 FEDERAL NAT'L MTGE ASSN DTD 7/1/2003 5.5000% 7/1/2033   1912-12-17 2020-11-25
718.4415 FEDERAL NAT'L MTGE ASSN DTD 7/1/2003 5.5000% 7/1/2033   1912-12-17 2020-12-28
834.2458 FEDERAL NAT'L MTGE ASSN DTD 3/1/2004 5.0000% 4/1/2034   1912-12-17 2020-10-26
811.1203 FEDERAL NAT'L MTGE ASSN DTD 3/1/2004 5.0000% 4/1/2034   1912-12-17 2020-11-25
793.7405 FEDERAL NAT'L MTGE ASSN DTD 3/1/2004 5.0000% 4/1/2034   1912-12-17 2020-12-28
469.0737 FEDERAL NAT'L MTGE ASSN DTD 8/1/2005 5.0000% 7/1/2035   1912-12-17 2020-10-26
466.978 FEDERAL NAT'L MTGE ASSN DTD 8/1/2005 5.0000% 7/1/2035   1912-12-17 2020-11-25
464.2183 FEDERAL NAT'L MTGE ASSN DTD 8/1/2005 5.0000% 7/1/2035   1912-12-17 2020-12-28
847.6483 FEDERAL NAT'L MTGE ASSN DTD 1/1/2006 5.5000% 1/1/2036   1912-12-17 2020-10-26
823.6473 FEDERAL NAT'L MTGE ASSN DTD 1/1/2006 5.5000% 1/1/2036   1912-12-17 2020-11-25
819.7007 FEDERAL NAT'L MTGE ASSN DTD 1/1/2006 5.5000% 1/1/2036   1912-12-17 2020-12-28
88. FEDEX CORP   2014-09-16 2020-10-30
363. FEDEX CORP   2020-01-02 2020-10-30
276. FIRSTENERGY CORP COM   2017-06-22 2020-10-30
1607. FIRSTENERGY CORP COM   2020-03-17 2020-10-30
3448.468 GATEWAY FUND CL N   2016-12-31 2020-10-30
4417. GENERAL ELECTRIC COM   2020-03-26 2020-10-30
517. GILEAD SCIENCES INC COM   2018-12-11 2020-10-30
470. HSBC HOLDINGS PLC SPONS ADR     2020-10-30
384. HOME DEPOT INC COM   2020-06-24 2020-10-30
1319. INDUSTRIAL COML BK CHINA-UNSPON ADR     2020-10-30
1165. ISHARES COHEN & STEERS RLTY INDEX ETF   2013-02-22 2020-10-30
1007. ISHARES RUSSELL 2000 GROWTH INDEX ETF   2014-04-23 2020-10-30
3348. ISHARES CORE MSCI EMERGING MKTS ETF   2017-04-03 2020-10-30
1346. J P MORGAN CHASE & CO   2012-03-28 2020-10-30
395. JOHNSON & JOHNSON COM   2014-05-27 2020-10-30
1394. KDDI CORPORATION ADR   2018-12-04 2020-10-30
40000. KEYCORP DTD 9/15/2015 2.9000% 9/15/2020   2017-03-30 2020-09-15
60. LOCKHEED MARTIN CORP COM   2018-05-03 2020-10-30
108. LOCKHEED MARTIN CORP COM   2020-06-24 2020-10-30
704. MASTERCARD INC CL A   2014-05-02 2020-10-30
199. MCDONALDS CORP COM   2018-12-04 2020-10-30
734. MERCK & CO INC (NEW)   2012-01-30 2020-10-30
809. METLIFE INC     2020-10-30
1440. MICROSOFT CORP COM     2020-10-30
51. MITSUI & CO LTD SPONSORED ADR     2020-10-30
3697. MIZUHO FINANCIAL GROUP SPONSORED ADR     2020-10-30
206. NATIONAL GRID PLC SPONSORED ADR (NEW)     2020-10-30
124. NESTLE S A SPONSORED ADR REPSTG REG SH     2020-10-30
284. NOVARTIS AG ADR     2020-10-30
772. OMNICOM GROUP COM   2020-06-24 2020-10-30
914. ORACLE CORPORATION   2008-12-24 2020-10-30
216. PEMBINA PIPELINE CORP COM     2020-10-30
707. PEPSICO INC   2012-06-22 2020-10-30
1435. PFIZER INC COM   2017-01-23 2020-10-30
173. PROCTER & GAMBLE COM   2016-12-09 2020-10-30
422. PROCTER & GAMBLE COM   2020-03-17 2020-10-30
239. RAYTHEON TECHNOLOGIES CORP     2020-10-30
688. RAYTHEON TECHNOLOGIES CORP   2020-04-08 2020-10-30
428. RIO TINTO PLC SPONSORED ADR     2020-10-30
702. ROCHE HOLDING LTD SPONSORED ADR   2018-07-09 2020-10-30
302. ROGERS COMMUNICATIONS INC CL B     2020-10-30
243. ROYAL BANK OF CANADA     2020-10-30
364. ROYAL DUTCH SHELL PLC SPONSORED     2020-10-30
2000. SPDR DJ WILSHIRE INTL REAL ESTATE ETF   2014-04-23 2020-10-30
328. SANOFI ADR     2020-10-30
85. SHERWIN-WILLIAMS COM   2018-12-26 2020-10-30
179. SIEMENS AG SPON ADR     2020-10-30
861. SWISS RE LTD-SPONSORED ADR     2020-10-30
521. TAIWAN SEMICONDUCTOR-SP ADR     2020-10-30
470. TARGET CORP   2017-01-30 2020-10-30
75. TOTAL SA SPONSORED ADR   2020-04-08 2020-10-30
272. TOTAL SA SPONSORED ADR     2020-10-30
26. TOYOTA MOTOR CORP ADR   2020-04-08 2020-10-30
85. TOYOTA MOTOR CORP ADR   2019-06-07 2020-10-30
157. UNILEVER PLC ADR NEW     2020-10-30
265. UNION PACIFIC CORP COM   2012-04-18 2020-10-30
451. VALERO ENERGY CORP   2018-12-26 2020-10-30
1345. VANGUARD SMALL CAP ETF     2020-10-30
.053 VIATRIS INC   2017-01-23 2020-11-17
157. WPP PLC SPONSORED ADR (NEW)     2020-10-30
26478.185 WILMINGTON GLOBAL ALPHA EQUITIES FUND CL   2016-12-31 2020-10-30
3172.086 WILMINGTON REAL ASSET FUND   2018-12-31 2020-09-10
546. ZURICH INSURANCE GROUP AG ADR     2020-10-30
1224. AMCOR PLC     2020-10-30
225. ACCENTURE PLC CL A   2018-06-11 2020-10-30
392. MEDTRONIC PLC   1999-01-17 2020-10-30
259. WILLIS TOWERS WATSON PLC   2018-09-21 2020-10-30
132. GARMIN LTD COM SHS     2020-10-30
. PRIOR TTEE   2019-01-01 2020-12-31
. PRIOR TTEE   2020-01-01 2020-12-31
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 10,056   8,584 1,472
b 3,780   2,737 1,043
c 64,336   88,900 -24,564
d 49,743   33,964 15,779
e 13,297   15,960 -2,663
34,407   27,907 6,500
162,984   20,291 142,693
97,546   11,894 85,652
91,084   49,304 41,780
78,940   46,930 32,010
87,073   60,104 26,969
85,734   26,272 59,462
64,641   15,574 49,067
70,683   37,617 33,066
20,000   19,964 36
440,418   48,984 391,434
27,460   16,941 10,519
9,828   15,936 -6,108
14,276   21,765 -7,489
7,252   14,032 -6,780
2,999   2,729 270
6,118   14,409 -8,291
1,387   2,226 -839
10,127   14,661 -4,534
3,244   7,767 -4,523
32,111   32,050 61
16,389   20,779 -4,390
3,028   2,652 376
88,868   83,023 5,845
40,405   44,156 -3,751
76,966   42,873 34,093
43,942   18,160 25,782
8,894   17,730 -8,836
45,697   37,584 8,113
62,032   74,256 -12,224
8,538   15,469 -6,931
38,816   67,647 -28,831
7,291   12,151 -4,860
7,906   12,628 -4,722
42,936   29,748 13,188
89,947   32,109 57,838
91,731   38,700 53,031
138,014   23,547 114,467
30,000   30,000  
10,893   10,556 337
24,297   72,852 -48,555
10,489   9,675 814
11,159   13,094 -1,935
51,179   26,052 25,127
113,130   85,870 27,260
3   4 -1
4   5 -1
2   3 -1
12   13 -1
12   14 -2
14   15 -1
31   34 -3
27   29 -2
54   59 -5
2   2  
3   3  
1   1  
17   18 -1
30   32 -2
29   31 -2
7   8 -1
12   14 -2
4   4  
7   7  
5   6 -1
9   10 -1
56   66 -10
8   9 -1
40   47 -7
12   13 -1
15   17 -2
13   14 -1
4   4  
23   24 -1
12   12  
17   18 -1
23   24 -1
17   18 -1
2   2  
2   2  
3   3  
4   4  
24   26 -2
4   4  
22,698   13,629 9,069
93,627   55,580 38,047
8,345   7,839 506
48,588   60,783 -12,195
117,903   100,000 17,903
32,700   35,636 -2,936
29,970   35,525 -5,555
9,842   20,185 -10,343
101,535   94,906 6,629
14,721   19,903 -5,182
114,376   95,133 19,243
224,807   133,482 91,325
178,320   160,876 17,444
131,032   62,066 68,966
53,679   39,819 13,860
18,930   16,299 2,631
40,000   40,000  
20,947   18,553 2,394
37,705   39,520 -1,815
200,468   51,798 148,670
42,307   37,276 5,031
54,746   28,419 26,327
30,393   34,483 -4,090
289,288   130,693 158,595
16,116   15,237 879
9,047   13,544 -4,497
12,226   13,774 -1,548
13,910   9,541 4,369
22,059   18,886 3,173
36,376   40,600 -4,224
51,219   15,841 35,378
4,491   7,154 -2,663
93,937   48,746 45,191
50,284   45,386 4,898
23,520   14,549 8,971
57,372   49,119 8,253
12,915   10,873 2,042
37,178   41,984 -4,806
24,235   18,241 5,994
28,006   20,002 8,004
12,236   13,523 -1,287
16,950   17,776 -826
9,296   20,265 -10,969
56,875   84,849 -27,974
14,734   13,882 852
58,258   31,963 26,295
11,357   11,669 -312
15,361   19,171 -3,810
43,527   20,489 23,038
71,540   30,052 41,488
2,257   2,735 -478
8,186   14,378 -6,192
3,404   3,203 201
11,130   10,412 718
8,911   7,811 1,100
46,570   14,622 31,948
17,243   32,009 -14,766
210,932   66,730 144,202
1   1  
6,253   15,759 -9,506
305,823   279,304 26,519
42,443   40,000 2,443
18,008   16,404 1,604
12,778   13,671 -893
48,358   36,683 11,675
39,347   34,270 5,077
47,021   38,554 8,467
13,788   7,275 6,513
2,208,661   2,025,455 183,206
238,389   323,024 -84,635
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
      36,399
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       1,472
b       1,043
c       -24,564
d       15,779
e       -2,663
      6,500
      142,693
      85,652
      41,780
      32,010
      26,969
      59,462
      49,067
      33,066
      36
      391,434
      10,519
      -6,108
      -7,489
      -6,780
      270
      -8,291
      -839
      -4,534
      -4,523
      61
      -4,390
      376
      5,845
      -3,751
      34,093
      25,782
      -8,836
      8,113
      -12,224
      -6,931
      -28,831
      -4,860
      -4,722
      13,188
      57,838
      53,031
      114,467
       
      337
      -48,555
      814
      -1,935
      25,127
      27,260
      -1
      -1
      -1
      -1
      -2
      -1
      -3
      -2
      -5
       
       
       
      -1
      -2
      -2
      -1
      -2
       
       
      -1
      -1
      -10
      -1
      -7
      -1
      -2
      -1
       
      -1
       
      -1
      -1
      -1
       
       
       
       
      -2
       
      9,069
      38,047
      506
      -12,195
      17,903
      -2,936
      -5,555
      -10,343
      6,629
      -5,182
      19,243
      91,325
      17,444
      68,966
      13,860
      2,631
       
      2,394
      -1,815
      148,670
      5,031
      26,327
      -4,090
      158,595
      879
      -4,497
      -1,548
      4,369
      3,173
      -4,224
      35,378
      -2,663
      45,191
      4,898
      8,971
      8,253
      2,042
      -4,806
      5,994
      8,004
      -1,287
      -826
      -10,969
      -27,974
      852
      26,295
      -312
      -3,810
      23,038
      41,488
      -478
      -6,192
      201
      718
      1,100
      31,948
      -14,766
      144,202
       
      -9,506
      26,519
      2,443
      1,604
      -893
      11,675
      5,077
      8,467
      6,513
      183,206
      -84,635
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2,157,238
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 31,148
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 31,148
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 31,148
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 8,920
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 8,920
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 22,228
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 ofbulletFIDUCIARY TRUST COMPANY Telephone no.bullet (617) 482-5270

    Located atbullet53 STATE STREETBOSTONMA ZIP+4bullet02109
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    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
    Colin Marshall Trustee
    1     		39,136    
    One Federal Street
    Boston,MA02110
    Thomas Peckham Trustee
    1     		39,136    
    One Federal Street
    Boston,MA02110
    Louisa K Blodgett Trustee
    1     		39,136    
    One Federal Street
    Boston,MA02110
    Christine E Carlstrom Trustee
    10     		0    
    One Federal Street
    Boston,MA02110
    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
    WILMINGTON TRUST COMPANY INVESTMENT ADVISORS 80,274
    1100 N MARKET STREET
    WILMINGTONS,DE19809
    MORGAN LEWIS & BOCKIUS LLP LEGAL SERVICES 298,211
    ONE FEDERAL STREET
    BOSTON,MA02110
    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
    15,884,769
    b
    Average of monthly cash balances.......................
    1b
    485,062
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,369,831
    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
    16,369,831
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    245,547
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    16,124,284
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    806,214
    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
    806,214
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    31,148
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    31,148
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    775,066
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    775,066
    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
    775,066
    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
    909,491
    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
    909,491
    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
    909,491
    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 7 775,066
    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...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 532,930
    e From 2019...... 367,353
    fTotal of lines 3a through e........ 900,283
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 909,491
    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..... 775,066
    e Remaining amount distributed out of corpus 134,425
    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 1,034,708
    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) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,034,708
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 532,930
    d Excess from 2019.... 367,353
    e Excess from 2020.... 134,425
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Christine E Carlstrom
    c/o Morgan Lewis Bockius LLP 1 F
    Boston,MA02110
    (617) 951-8815
    bThe form in which applications should be submitted and information and materials they should include:
    Written requests only
    cAny submission deadlines:
    No submission deadline
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Charitable organizations concerned with environmental and conservation causes or the welfare and preservation of animals, including disease research.
    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
    AFRICAN WILDLIFE FOUNDATION
    1400 16TH STREET NW
    WASHINGTON,DC20036     		NONE NOT A FOUNDATION GENERAL OPERATING FUND 200,000
    FRIENDS OF A LEGACY (FOAL)
    PO BOX 1043
    CODY,WY82414     		NONE PUBLIC CHARITY FRIENDS OF A LEGACY 10,000
    PARK COUNTY ANIMAL SHELTER
    5573 GREYBULL HIGHWAY
    CODY,WY82414     		NONE PC GENERAL OPERATING FUND 15,000
    THE ANNE K TAYLOR FUND
    2724 ARVIN ROAD
    BILLINGS,MT59102     		NONE PUBLIC CHARITY GENERAL OPERATING FUND 20,000
    THE ELEPHANT SANCTUARY IN TENNESSEE
    PO BOX 393
    HOHENWALD,TN38462     		NONE NOT A FOUNDATION GENERAL OPERATING FUND 5,000
    THE NATURE CONSERVANCY IN WYOMING
    258 MAIN STREET
    LANDER,WY82520     		NONE NOT A FOUNDATION 2017 CHALLENGE GRANT 250,000
    BIG LIFE FOUNDATION USA
    1715 N HERON DRIVE
    RIDGEFIELD,WA98462     		NONE PUBLIC CHARITY GENERAL OPERATING FUND 20,000
    BUFFALO BILL CENTER OF THE WEST
    720 SHERIDAN AVENUE
    CODY,WY82414     		NONE NOT A FOUNDATION GENERAL OPERATING FUND 195,261
    ELEPHANT FAMILY USA
    130 W 79TH STREET
    NEW YORK,NY10024     		NONE NOT A FOUNDATION GENERAL OPERATING FUND 5,000
    LIVINGSTON DEPOT FOUNDATION
    PO BOX 1319
    LIVINGSTON,MT59047     		NONE NOT A FOUNDATION GENERAL OPERATING FUND 10,000
    WYOMING PBS FOUNDATION
    115 N 5TH STREET
    RIVERTON,WY82501     		NONE NOT A FOUNDATION WITNESS TO A CHANGING WEST 30,000
    Total .................................bullet 3a 760,261
    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 ...........     		         
    4 Dividends and interest from securities....     14 330,433  
    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 2,157,238  
    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)..   2,487,671  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,487,671
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    NANCY-CARROLL DRAPER CHAR FDN
    EIN:
    04-6726873
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 1,409,825 1,487,063

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    NANCY-CARROLL DRAPER CHAR FDN
    EIN:
    04-6726873
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STOCKS & SECURITIES 7,178,850 11,793,344
    MUTUAL FUNDS 2,564,084 2,818,762

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    NANCY-CARROLL DRAPER CHAR FDN
    EIN:
    04-6726873
    US Government Securities - End of Year Book Value:

    1,370,010
    US Government Securities - End of Year Fair Market Value:

    1,471,878
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2020 LegalFeesSchedule
    Name:
    NANCY-CARROLL DRAPER CHAR FDN
    EIN:
    04-6726873
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 298,211 149,105   149,105


    TY 2020 OtherExpensesSchedule
    Name:
    NANCY-CARROLL DRAPER CHAR FDN
    EIN:
    04-6726873
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 615 615   0
    TAX PREPARATION FEES 1,000 1,000   0
    STATE FILING FEES 125 0   125


    TY 2020 OtherIncreasesSchedule
    Name:
    NANCY-CARROLL DRAPER CHAR FDN
    EIN:
    04-6726873
    Description Amount
    INCOME TIMING DIFFERENCES 2,585
    COST BASIS ADJUSTMENTS 3,110


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    NANCY-CARROLL DRAPER CHAR FDN
    EIN:
    04-6726873
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 99,606 99,606    


    TY 2020 TaxesSchedule
    Name:
    NANCY-CARROLL DRAPER CHAR FDN
    EIN:
    04-6726873
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL ESTIMATED TAXES 8,920 0   0
    FEDERAL BALANCE DUE - 2019 3,254 0   0
    FOREIGN TAXES PAID 6,043 6,043   0