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
THE SCULLY FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)221 MOUNT AUBURN STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CAMBRIDGE, MA021384852
A Employer identification number

04-3556853
B Telephone number (see instructions)

(617) 484-1877
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$1,830,577J 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... 49,142 49,142 49,142
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment -17,714
b Gross sales price for all assets on line 6a 542,463
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... 0    
12 Total. Add lines 1 through 11........ 31,428 49,142 49,142
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 0      
b Accounting fees (attach schedule)....... Click to see attachment 3,500 2,625   875
c Other professional fees (attach schedule).... Click to see attachment 48,291 48,291 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,416      
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,044     2,044
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 58,251 50,916 0 2,919
25 Contributions, gifts, grants paid....... 102,515 102,515
26 Total expenses and disbursements. Add lines 24 and 25 160,766 50,916 0 105,434
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -129,338
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 49,142
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............. 42,878 80,403 80,403
2 Savings and temporary cash investments......... 63,883 45,383 45,383
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 386,057 Click to see attachment198,111 351,168
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,087,717 Click to see attachment1,127,300 1,353,623
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,580,535 1,451,197 1,830,577
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) 0 0
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,580,535 1,451,197
29 Total net assets or fund balances (see instructions)..... 1,580,535 1,451,197
30 Total liabilities and net assets/fund balances (see instructions). 1,580,535 1,451,197
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,580,535
2
Enter amount from Part I, line 27a .....................
2
-129,338
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,451,197
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,451,197
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 BBH LONG-TERM CAPITAL GAINS P 2016-10-01 2020-12-31
b BBH SHORT-TERM CAPITAL GAINS P 2020-09-01 2020-10-28
c
d
e
(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 537,278 0 550,341 -13,063
b 5,185 0 9,836 -4,651
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a 0 0 0 -13,063
b 0 0 0 -4,651
c
d
e
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 -17,714
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 -4,651
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 0
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 0
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 0
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,200
b Exempt foreign organizations—tax withheld at source...... 6b  
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.............. Part VI Line 7 - Original Return Overpayment: -3200 7 3,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,200
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,200 RefundedBullet 11  
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
     
    No
    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 addressbulletN/A
    14
    The books are in care ofbulletROSMARIE H SCULLY Telephone no.bullet (617) 484-5432

    Located atbullet221 MOUNT AUBURN STREETCAMBRIDGEMA ZIP+4bullet021384852
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ROSMARIE H SCULLY PRES/TREASURER
    1.00     		0 0 0
    221 MOUNT AUBURN STREET
    CAMBRIDGE,MA021384852
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 SUPPORTING ORGANIZATIONS AND CAUSES IN THE GREATER BOSTON AND NEW HAMPSHIRE AREA. 102,515
    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
    1,637,762
    b
    Average of monthly cash balances.......................
    1b
    78,992
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,716,754
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,716,754
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    25,751
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,691,003
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    84,550
    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
    84,550
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    0
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    84,550
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    84,550
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    84,550
    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
    105,434
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    105,434
    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
    105,434
    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 84,550
    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...... 100,435
    b From 2016...... 108,099
    c From 2017...... 0
    d From 2018...... 19,576
    e From 2019...... 350,251
    fTotal of lines 3a through e........ 578,361
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 105,434
    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)........     		0
    d Applied to 2020 distributable amount..... 84,550
    e Remaining amount distributed out of corpus 20,884
    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 5 599,245
    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......     		 
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		100,435
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		498,810
    10 Analysis of line 9:
    a Excess from 2016.... 108,099
    b Excess from 2017.... 0
    c Excess from 2018.... 19,576
    d Excess from 2019.... 350,251
    e Excess from 2020.... 20,884
    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).)
    ROSMARIE H SCULLY
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ROSMARIE H SCULLY
    221 MOUNT AUBURN STREET UNIT 701
    CAMBRIDGE,MA021384852
    (617) 484-5432
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN FORMAT
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    NORTH COUNTRY CHAMBER PLAYERS
    PO BOX 865
    FRANCONIA,NH03580     		  PUBLICCHARITY SUPPORT FORGUEST ARTISTS 1,000
    ST PAUL'S CHOIR SCHOOL
    29 MOUNT AUBURN STREET
    CAMBRIDGE,MA02138     		  PUBLIC CHARITY EDUCATION 4,400
    GLOBAL TEAMS INTERNATIONAL
    800 TUSKAMILLA ROAD
    WINTER SPRINGS,FL32708     		  PUBLICCHARITY MINISTRY FUNDS 500
    JESUITS USA MIDWEST PROVINCE
    1010 N HOOKER STREET
    CHICAGO,IL60642     		  PUBLICCHARITY GENERAL SUPPORT 1,200
    HANDEL & HAYDN SOCIETY
    9 HARCOURT STREET
    BOSTON,MA02116     		  PUBLICCHARITY 2018-19 ANNUAL FUNDMUSIC EDUCATION 26,000
    MOTHER CAROLINE ACADEMY AND EDUCATION CENTER
    515 BLUE HILL AVENUE
    DORCHESTER,MA02121     		  PUBLICCHARITY MUSICINSTRUCTION 16,000
    THE EMERALD NECKLACE CONSERVANCY
    125 THE FENWAY
    BOSTON,MA02115     		  PUBLIC CHARITY JUSTINE MEE LIFF FUNDCARE AND MANAGEMENTOF OVER 8,000 TREES 6,000
    BOCA GRANDE PRESCHOOL
    PO BOX 1386
    BOCA GRANDE,FL33921     		  PUBLIC CHARITY PANDEMICAPPEAL 250
    COPPER CANNON CAMPS
    PO BOX 124
    FRANCONIA,NH03580     		  PUBLICCHARITY GENERAL SUPPORT 500
    MUSEUM OF FINE ARTS BOSTON
    465 HUNTINGTON AVENUE
    BOSTON,MA02115     		  PUBLICCHARITY ART IN TUNE PROGRAM 7,500
    BOSTON SYMPHONY ORCHESTRA
    SYMPHONY HALL
    BOSTON,MA02115     		  PUBLICCHARITY SYMPHONY ANNUAL FUND 1,000
    SPECIAL OLYMPICS MASSACHUSETTS
    512 FOREST STREET
    MARLBOROUGH,MA01752     		  PUBLICCHARITY GENERAL SUPPORT 500
    SMILE TRAIN
    PO BOX 96231
    WASHINGTON,DC20090     		  PUBLICCHARITY GENERAL SUPPORT 1,000
    CONNECTICUT RIVER CONSERVANCY
    15 BANK ROW
    GREENFIELD,MA01301     		  PUBLICCHARITY CONNECTICUT RIVERWATERSHED FIELDWORK ON WATER QUALITY 500
    PAN-MASS CHALLENGE
    77 4TH AVE
    NEEDHAM,MA02494     		  PUBLICCHARITY MEDICALRESEARCH 500
    THE BANCROFT HOUSE
    PO BOX 344
    FRANCONIA,NH03580     		  PUBLICCHARITY FAMILY SHELTERSUPPORT 250
    NEW ENGLAND CONSERVATORY
    290 HUNTINGTON AVENUE
    BOSTON,MA02115     		  PUBLICCHARITY THE NEC FUND 1,250
    WBUR
    890 COMMONWEALTH AVENUE
    BOSTON,MA02115     		  PUBLICCHARITY PUBLIC BROADCASTING 300
    THE ARCHDIOCESE OF BOSTON
    66 BROOKS DRIVE
    BRAINTREE,MA02184     		  PUBLICCHARITY 2020CATHOLICAPPEAL 500
    SUGAR HILL HISTORICAL MUSEUM
    PO BOX 591
    SUGAR HILL,NH03586     		  PUBLICCHARITY GENERAL SUPPORT 250
    NEW ENGLAND SKI MUSEUM INC
    135 TRAMWAY DRIVE
    FRANCONIA,NH03580     		  PUBLICCHARITY GENERAL SUPPORT 500
    PENNSYLVANIA ACADEMY OF THE FINE ARTS
    128 NORTH BROAD STREET
    PHILADELPHIA,PA19102     		  PUBLICCHARITY GENERAL SUPPORT 250
    ST JOHN'S PREPARATORY SCHOOL INC
    72 SPRING STREET
    DANVERS,MA01923     		  PUBLICCHARITY GENERAL SUPPORT 11,000
    CATHOLIC CHARITIES BOSTON
    275 WEST BROADWAY
    BOSTON,MA02127     		  PUBLICCHARITY GENERAL SUPPORT 5,500
    BOSTON COLLEGE HIGH SCHOOL
    150 MORRISSEY BOULEVARD
    BOSTON,MA02125     		  PUBLICCHARITY EMERGENCYFINANCIALAID FUND 10,000
    PATHWWAYS PREGNANCY CARE CENTER
    70 REDDINGTON STREET
    LITTLETON,NH03561     		  PUBLICCHARITY GENERAL SUPPORT 250
    FREUNDE DER PETERSKIRCHE
    KAPLANEISTRABE 7
      ENDINGEN79346
    AU     		  PUBLICCHARITY GENERAL SUPPORT 2,000
    WGBH
    ONE GUEST STREET
    BOSTON,MA02135     		  PUBLICCHARITY PUBLICBROADCASTING 115
    HARVARD CATHOLIC CENTER
    29 MOUNT AUBURN STREET
    CAMBRIDGE,MA02138     		  PUBLICCHARITY GENERAL SUPORT 500
    CARROLL SCHOOL
    25 BAKER BRIDGE ROAD
    LINCOLN,MA01773     		  PUBLICCHARITY EDUCATION 1,000
    COMMUNITIES WITHOUT BORDERS
    PO BOX 111
    NEWTON,MA02468     		  PUBLICCHARITY COMMUNITYSCHOOLCONSTRUCTION 1,000
    MOUNT AUBURN HOSPITAL
    330 MOUNT AUBURN STREET
    CAMBRIDGE,MA02138     		  PUBLICCHARITY GENERAL SUPPORT 1,000
    Total .................................bullet 3a 102,515
    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 49,142  
    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 -17,714  
    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)..   31,428  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    31,428
    (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:  
    Part VI Line 7 -Original Return Overpayment: -3,200


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE SCULLY FAMILY FOUNDATION INC
    EIN:
    04-3556853
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BJHC, PC ACCOUNTING AND TAX 3,500 2,625   875

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    THE SCULLY FAMILY FOUNDATION INC
    EIN:
    04-3556853
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    30 COMCAST CORP 2019-01 Purchased 2020-02   1,184 438 Cost   746  
    30 UNILEVER NV 2020-01 Purchased 2020-02   1,568 1,781 Cost   -213  
    200 COMCAST CORP 2019-01 Purchased 2020-02   7,876 2,921 Cost   4,955  
    45 US BANCORP 2019-01 Purchased 2020-02   2,046 978 Cost   1,068  
    55 COMCAST CORP 2019-01 Purchased 2020-03   2,321 803 Cost   1,518  
    165 US BANCORP 2019-02 Purchased 2020-03   6,055 3,585 Cost   2,470  
    10 NOVARTIS AG 2019-02 Purchased 2020-03   821 412 Cost   409  
    20 UNILEVER NV 2019-02 Purchased 2020-03   1,075 795 Cost   280  
    85 US BANCORP 2019-02 Purchased 2020-03   3,148 1,847 Cost   1,301  
    140 US BANCORP 2019-02 Purchased 2020-03   4,487 3,042 Cost   1,445  
    35 COMCAST CORP 2019-02 Purchased 2020-03   1,268 511 Cost   757  
    45 UNILEVER NV 2019-02 Purchased 2020-03   1,977 1,788 Cost   189  
    6 ALPHABET INC 2019-02 Purchased 2020-03   6,543 1,758 Cost   4,785  
    71 BRIGHT HORIZONS FAMILY SOLUTIONS 2020-01 Purchased 2020-03   5,185 10,744 Cost   -5,559  
    95 COMCAST CORP 2019-02 Purchased 2020-03   3,206 1,387 Cost   1,819  
    2154.583 BBH PARTNER FUND - INTL EQUITY 2019-01 Purchased 2020-05   31,500 43,417 Cost   -11,917  
    2095.557 GQG PART EMERG MKTS EQ 2019-01 Purchased 2020-05   25,000 36,415 Cost   -11,415  
    897.264 AKRE FOCUS FUND 2019-01 Purchased 2020-05   40,000 42,294 Cost   -2,294  
    51 BERKSHIRE HATHAWAY INC 2019-01 Purchased 2020-05   8,682 4,403 Cost   4,279  
    95 COMCAST 2019-01 Purchased 2020-05   3,292 2,387 Cost   905  
    35 COPART INC 2019-01 Purchased 2020-05   2,795 3,826 Cost   -1,031  
    15 WASTE MANAGEMENT INC 2019-01 Purchased 2020-05   1,449 4,805 Cost   -3,356  
    30 ARTHUR J. GALLAGHER & CO 2019-01 Purchased 2020-05   2,578 4,833 Cost   -2,255  
    20 COLGATE PALMOLIVE CO 2019-01 Purchased 2020-05   1,367 2,314 Cost   -947  
    4 COSTCO WHOLESALE CORP 2019-03 Purchased 2020-05   1,208 3,053 Cost   -1,845  
    25 BAXTER INTERNATIONAL INC 2019-04 Purchased 2020-05   2,140 4,009 Cost   -1,869  
    6 ALPHABET INC 2019-03 Purchased 2020-05   8,046 5,578 Cost   2,468  
    8 FLEETCOR TECHNOLOGIES INC 2019-01 Purchased 2020-05   1,730 3,931 Cost   -2,201  
    20 NOVARTIS AG 2019-04 Purchased 2020-05   1,700 2,810 Cost   -1,110  
    20 ALLEGION PLC 2019-02 Purchased 2020-05   1,861 2,776 Cost   -915  
    20 CELANESE CORP 2019-04 Purchased 2020-05   1,473 2,469 Cost   -996  
    11 MASTERCARD INC 2019-04 Purchased 2020-05   2,940 5,132 Cost   -2,192  
    60 HENRY SCHEIN INC 2019-03 Purchased 2020-05   3,064 4,438 Cost   -1,374  
    20 DIAGEO PLC 2019-04 Purchased 2020-05   2,750 4,828 Cost   -2,078  
    30 NESTLE SA 2019-04 Purchased 2020-05   3,223 3,378 Cost   -155  
    10 BROWN-FORMAN CORP 2019-04 Purchased 2020-05   654 1,499 Cost   -845  
    30 LINDE PLC 2019-04 Purchased 2020-05   5,367 6,904 Cost   -1,537  
    25 UNILEVER NV 2019-04 Purchased 2020-05   1,222 2,994 Cost   -1,772  
    30 AO SMITH CORP 2019-04 Purchased 2020-05   1,197 2,448 Cost   -1,251  
    55 PERRIGO CO PLC 2019-04 Purchased 2020-05   2,840 6,851 Cost   -4,011  
    8 KLA CORP 2019-04 Purchased 2020-05   1,294 3,808 Cost   -2,514  
    55 ALCON INC 2019-04 Purchased 2020-05   3,111 5,278 Cost   -2,167  
    20 NIKE INC 2019-04 Purchased 2020-05   1,722 3,821 Cost   -2,099  
    20 ZOETIS INC 2019-04 Purchased 2020-05   2,441 3,580 Cost   -1,139  
    35 DOLLAR GENERAL CORP 2019-04 Purchased 2020-05   6,360 6,746 Cost   -386  
    25 COPART INC 2019-04 Purchased 2020-05   2,164 3,303 Cost   -1,139  
    25 UNILEVER NV 2019-04 Purchased 2020-05   1,209 2,994 Cost   -1,785  
    30 BROWN-FORMAN CORP 2019-04 Purchased 2020-05   1,918 2,498 Cost   -580  
    20 ALLEGION PLC 2019-05 Purchased 2020-06   2,117 3,717 Cost   -1,600  
    3 ALPHABET INC 2019-05 Purchased 2020-06   4,290 2,879 Cost   1,411  
    25 COLGATE PALMOLIVE CO 2019-04 Purchased 2020-06   1,787 2,634 Cost   -847  
    15 WASTE MANAGEMENT INC 2019-04 Purchased 2020-06   1,629 2,449 Cost   -820  
    10 NESTLE SA 2019-04 Purchased 2020-06   1,073 2,393 Cost   -1,320  
    25 NOVARTIS AG 2019-04 Purchased 2020-06   2,137 1,012 Cost   1,125  
    20 CELANESE CORP 2019-05 Purchased 2020-06   1,920 741 Cost   1,179  
    35 COMCAST CORP 2019-04 Purchased 2020-06   1,445 2,511 Cost   -1,066  
    18 DIAGEO PLC 2019-04 Purchased 2020-06   2,637 2,107 Cost   530  
    15 UNILEVER NV 2019-05 Purchased 2020-06   801 1,596 Cost   -795  
    40 HENRY SCHEIN INC 2019-04 Purchased 2020-06   2,535 1,958 Cost   577  
    14 LINDE PLC 2019-05 Purchased 2020-06   2,995 3,288 Cost   -293  
    5 COSTCO WHOLESALE CORP 2019-05 Purchased 2020-06   1,549 2,021 Cost   -472  
    12 FLEETCOR TECHNOLOGIES INC 2020-05 Purchased 2020-06   3,041 2,396 Cost   645  
    8 KLA CORP 2019-05 Purchased 2020-06   1,511 2,808 Cost   -1,297  
    10 DOLLAR GENERAL CORP 2019-05 Purchased 2020-06   1,895 2,051 Cost   -156  
    20 NIKE INC 2019-05 Purchased 2020-06   2,063 2,755 Cost   -692  
    30 COPART INC 2016-10 Purchased 2020-06   2,712 2,563 Cost   149  
    55 AO SMITH CORP 2016-10 Purchased 2020-06   2,764 3,573 Cost   -809  
    13 MASTERCARD INC 2019-05 Purchased 2020-06   3,961 3,650 Cost   311  
    20 PERRIGO CO PLC 2019-05 Purchased 2020-06   1,108 2,760 Cost   -1,652  
    1 BOOKING HOLDINGS INC 2019-05 Purchased 2020-06   1,742 2,892 Cost   -1,150  
    20 ZOETIS INC 2019-05 Purchased 2020-06   2,824 2,580 Cost   244  
    50 ALCON INC 2017-10 Purchased 2020-06   3,200 3,884 Cost   -684  
    15 BAXTER INTL INC 2019-05 Purchased 2020-06   1,342 2,126 Cost   -784  
    19 BERKSHIRE HATHAWAY INC 2019-05 Purchased 2020-06   3,642 2,267 Cost   1,375  
    25 BROWN-FORMAN CORP 2019-05 Purchased 2020-06   1,616 2,220 Cost   -604  
    30 ARTHUR J GALLAGHER & CO 2019-05 Purchased 2020-06   2,935 3,765 Cost   -830  
    25 AO SMITH CORP 2016-10 Purchased 2020-06   1,236 2,136 Cost   -900  
    5 LINDE PLC 2019-05 Purchased 2020-06   1,073 2,517 Cost   -1,444  
    1481.043 BBH PARTNER FUND - INTL EQUITY 2016-10 Purchased 2020-07   25,000 25,687 Cost   -687  
    300.06 AKRE FOCUS FUND 2016-10 Purchased 2020-07   15,000 17,523 Cost   -2,523  
    569.801 LONGLEAF PARTNERS SM CAP FD 2016-10 Purchased 2020-07   10,000 12,742 Cost   -2,742  
    35 UNILEVER NV 2016-10 Purchased 2020-07   1,821 2,391 Cost   -570  
    25 UNILEVER NV 2016-10 Purchased 2020-08   1,473 2,994 Cost   -1,521  
    4 ALPHABET INC 2019-10 Purchased 2020-08   6,004 1,172 Cost   4,832  
    38 UNILEVER NV 2016-10 Purchased 2020-08   2,210 2,510 Cost   -300  
    1234.568 BBH PARTNER FUND - INTL EQUITY 2016-10 Purchased 2020-08   22,000 27,852 Cost   -5,852  
    191.938 AKRE FOCUS FUND 2016-10 Purchased 2020-08   10,000 8,812 Cost   1,188  
    976.431 GQG PART EMERG MKTS 2016-10 Purchased 2020-08   14,500 15,127 Cost   -627  
    755.858 ALPS SERIES TRUST CLARKSTON PARTNERS FUND 2016-10 Purchased 2020-08   10,000 9,671 Cost   329  
    809.352 LONGLEAF PARTNERS SM CAP FD 2016-10 Purchased 2020-08   18,000 13,877 Cost   4,123  
    10 COLGATE PALMOLIVE CO 2019-01 Purchased 2020-08   761 654 Cost   107  
    4 FLEETCOR TECHNOLOGIES INC 2019-07 Purchased 2020-08   953 465 Cost   488  
    4 LINDE PLC 2019-07 Purchased 2020-08   985 654 Cost   331  
    15 COPART INC 2019-07 Purchased 2020-08   1,500 781 Cost   719  
    1 COSTCO WHOLESALE CORP 2019-07 Purchased 2020-08   335 204 Cost   131  
    20 ALCON INC 2019-07 Purchased 2020-08   1,244 1,114 Cost   130  
    4 DOLLAR GENERAL CORP 2019-07 Purchased 2020-08   766 419 Cost   347  
    3 KLA CORP 2019-07 Purchased 2020-08   608 303 Cost   305  
    5 NIKE INC 2019-07 Purchased 2020-08   527 433 Cost   94  
    5 NESTLE SA 2019-07 Purchased 2020-08   590 196 Cost   394  
    10 HENRY SCHEIN INC 2019-07 Purchased 2020-08   676 240 Cost   436  
    15 BROWN-FORMAN CORP 2019-07 Purchased 2020-08   1,042 699 Cost   343  
    5 PROGRESSIVE CORP OHIO 2019-07 Purchased 2020-08   450 387 Cost   63  
    1 ALPHABET INC 2019-07 Purchased 2020-08   1,485 293 Cost   1,192  
    10 NOVARTIS AG 2019-07 Purchased 2020-08   830 405 Cost   425  
    15 ARTHUR J GALLAGHER & CO 2019-07 Purchased 2020-08   1,616 1,379 Cost   237  
    9 BERKSHIRE HATHAWAY INC 2019-07 Purchased 2020-08   1,930 600 Cost   1,330  
    10 BAXTER INTL INC 2019-07 Purchased 2020-08   832 750 Cost   82  
    10 ZOETIS INC 2019-07 Purchased 2020-08   1,578 290 Cost   1,288  
    10 PERRIGO CO PLC 2019-07 Purchased 2020-08   530 880 Cost   -350  
    10 AO SMITH CORP 2019-07 Purchased 2020-08   498 454 Cost   44  
    20 COMCAST CORP 2019-07 Purchased 2020-08   868 292 Cost   576  
    7 DIAGEO PLC 2019-07 Purchased 2020-08   945 431 Cost   514  
    3 MASTERCARD INC 2019-07 Purchased 2020-08   987 758 Cost   229  
    10 ALLEGION PLC 2019-07 Purchased 2020-08   1,045 820 Cost   225  
    20 BROWN-FORMAN CORP 2019-08 Purchased 2020-09   1,600 924 Cost   676  
    15 COPART INC 2019-08 Purchased 2020-09   1,548 781 Cost   767  
    2 BOOKING HOLDINGS INC 2019-08 Purchased 2020-09   3,566 3,764 Cost   -198  
    112 NOVARTIS AG 2019-08 Purchased 2020-09   10,104 4,536 Cost   5,568  
    5 COPART INC 2019-08 Purchased 2020-09   509 260 Cost   249  
    10 DOLLAR GENERAL CORP 2019-08 Purchased 2020-09   2,055 1,043 Cost   1,012  
    15 COPART INC 2019-09 Purchased 2020-10   1,715 774 Cost   941  
    3 DOLLAR GENERAL CORP 2019-09 Purchased 2020-10   642 313 Cost   329  
    15 ORACLE CORP 2019-09 Purchased 2020-10   836 775 Cost   61  
    15 WASTE MANAGEMENT INC 2019-09 Purchased 2020-10   1,616 449 Cost   1,167  
    10 COPART INC 2019-10 Purchased 2020-11   1,132 513 Cost   619  
    1 ALPHABET INC 2019-10 Purchased 2020-11   1,630 293 Cost   1,337  
    8 DIAGEO PLC 2019-10 Purchased 2020-11   1,217 492 Cost   725  
    2246.159 LONGLEAF PARTNERS SM CAP FD 2019-10 Purchased 2020-11   55,166 38,405 Cost   16,761  
    15 CELANESE CORP 2019-11 Purchased 2020-12   1,988 555 Cost   1,433  
    10 CELANESE CORP 2019-11 Purchased 2020-12   1,307 370 Cost   937  
    15 ALLEGION PLC 2019-11 Purchased 2020-12   1,674 1,227 Cost   447  
    12 AO SMITH CORP 2019-11 Purchased 2020-12   663 544 Cost   119  
    23 AO SMITH CORP 2019-11 Purchased 2020-12   1,269 1,041 Cost   228  

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE SCULLY FAMILY FOUNDATION INC
    EIN:
    04-3556853
    Name of Stock End of Year Book Value End of Year Fair Market Value
    136 BROWN-FORMAN CORP 6,210 10,802
    37 DOLLAR GENERAL CORP 3,654 7,781
    80 NIKE INC 6,210 11,318
    70 STARBUCKS CORP 6,397 7,489
    108 COLGATE PALMOLIVE CO 6,707 9,235
    18 COSTCO WHOLESALE CORP 3,675 6,782
    65 DIAGEO PLC 3,616 10,323
    60 NESTLE SA 2,355 7,068
    91 BERKSHIRE HATHAWAY INC 6,071 21,100
    125 ARTHUR J GALLAGHER & CO 11,334 15,464
    100 PROGRESSIVE CORP OHIO 7,347 9,888
    110 BAXTER INTERNATIONAL INC 8,370 8,826
    139 HENRY SCHEIN INC 3,331 9,294
    105 ZOETIS INC 3,044 17,377
    110 PERRIGO CO PLC 9,595 4,919
    120 COPART INC 5,879 15,270
    50 WASTE MANAGEMENT INC 1,498 5,896
    75 ALLEGION PLC 6,096 8,728
    46 FLEETCOR TECHNOLOGIES INC 5,245 12,550
    32 KLA CORP 3,137 8,285
    70 CELANESE CORP 2,587 9,096
    59 LINDE PLC 10,066 15,547
    13 ALPHABET INC 3,743 22,784
    181 COMCAST CORP 2,643 9,484
    170 AO SMITH CORP 7,578 9,319
    203 ALCON INC 8,947 13,395
    47 MASTERCARD INC 11,865 16,776
    31 VISA INC 6,002 6,781
    185 ORACLE CORP 9,557 11,967
    45 GRACO INC 3,104 3,256
    10 THERMO FISHER SCIENTIFIC INC 4,357 4,658
    3 BOOKING HOLDINGS INC 5,417 6,682
    4 AMAZON.COM INC 12,474 13,028

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE SCULLY FAMILY FOUNDATION INC
    EIN:
    04-3556853
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    3562.20 GQG PART EMERG MKTS EQ   43,657 63,942
    6530.67 CLARKSTON SERIES TRUST CLARKSTON PARTNERS FUND FOUNDERS   70,329 97,634
    3200.49 CLARKSTON FOUNDERS FUND   45,127 46,695
    11848.55 BBH INTERNATIONAL EQUITY FUND   171,330 239,104
    36424.74 BBH LIMITED DURATION FUND   368,148 375,903
    36161.03 BBH INCOME FUND   362,414 384,030
    2644.40 AKRE FOCUS FUND   66,295 146,315

    TY 2020 OtherExpensesSchedule
    Name:
    THE SCULLY FAMILY FOUNDATION INC
    EIN:
    04-3556853
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 130     130
    FILING FEES 65     65
    TELEPHONE/INTERNET 1,849     1,849


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE SCULLY FAMILY FOUNDATION INC
    EIN:
    04-3556853
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROWN BROTHERS HARRIMAN INVESTMENT MANAGEMENT 48,291 48,291 0 0


    TY 2020 TaxesSchedule
    Name:
    THE SCULLY FAMILY FOUNDATION INC
    EIN:
    04-3556853
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 4,416