TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

Do not enter social security numbers on this form as it may be made public.
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Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2020

Open to Public Inspection

For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020

Name of foundation
THE DWYER FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)1 AVERY ST NO 31B
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02111

A Employer identification number

27-4292722

B Telephone number (see instructions)

(617) 794-1144

C If exemption application is pending, check here bullet

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

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

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

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

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

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

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

$3,370,396J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	40,000
2	Check .............
3	Interest on savings and temporary cash investments	561		561
4	Dividends and interest from securities...	86,231		86,231
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		332,019
b	Gross sales price for all assets on line 6a 1,853,253
7	Capital gain net income (from Part IV, line 2)...			332,019
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......		66,485	66,485
12	Total. Add lines 1 through 11........	525,296		485,296
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		5,000	5,000	0
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		561	561	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		14,140	14,140	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	19,701		19,701	0
25	Contributions, gifts, grants paid.......	160,700			160,700
26	Total expenses and disbursements. Add lines 24 and 25	180,401		19,701	160,700
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	344,895
b	Net investment income (if negative, enter -0-)			465,595
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

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

Form 990-PF (2020)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	88,164	357,126	357,126
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	2,689,647	2,765,580	3,013,270
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,777,811	3,122,706	3,370,396
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	2,777,811	3,122,706
	29	Total net assets or fund balances (see instructions).....	2,777,811	3,122,706
	30	Total liabilities and net assets/fund balances (see instructions).	2,777,811	3,122,706

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

2,777,811

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

344,895

Other increases not included in line 2 (itemize) bullet

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

3,122,706

Decreases not included in line 2 (itemize) bullet

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

3,122,706

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	APPLE INC. CMN		2016-01-26	2020-01-08
b	MERCK & CO., INC. CMN		2016-01-26	2020-01-08
c	WALMART INC CMN		2018-11-20	2020-01-08
d	FUCHS PETROLUB SE ADR CMN		2014-03-03	2020-01-13
e	FUCHS PETROLUB SE ADR CMN		2014-02-28	2020-01-13
	ASTRAZENECA PLC SPONS ADR SPONSORED ADR CMN		2020-01-08	2020-01-30
	ASTRAZENECA PLC SPONS ADR SPONSORED ADR CMN		2020-01-08	2020-01-31
	DUPONT DE NEMOURS INC CMN		2019-04-09	2020-01-31
	DUPONT DE NEMOURS INC CMN		2016-01-26	2020-01-31
	DUPONT DE NEMOURS INC CMN		2013-11-22	2020-01-31
	NORTHERN TRUST CORP CMN		2018-02-23	2020-02-12
	GS TACTICAL TILT OVERLAY FUND CLASS P		2017-02-03	2020-02-13
	SPDR S&P 500 ETF TRUST		2013-11-21	2020-02-13
	BANK OF AMERICA CORP CMN		2016-08-16	2020-03-03
	EXXON MOBIL CORPORATION CMN		2017-09-26	2020-03-03
	EXXON MOBIL CORPORATION CMN		2017-05-25	2020-03-03
	EXXON MOBIL CORPORATION CMN		2016-01-26	2020-03-03
	WILLIS TOWERS WATSON PLC CMN		2019-10-10	2020-03-09
	WILLIS TOWERS WATSON PLC CMN		2019-10-09	2020-03-09
	TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS		2013-11-22	2020-03-10
	MEDTRONIC PUBLIC LIMITED COMPA CMN		2018-01-26	2020-03-16
	MEDTRONIC PUBLIC LIMITED COMPA CMN		2017-12-04	2020-03-16
	CHECK POINT SOFTWARE TECH. LTD ORDINARY SHARES		2018-12-14	2020-03-19
	CHECK POINT SOFTWARE TECH. LTD ORDINARY SHARES		2017-01-19	2020-03-19
	DENTSU INC. TOKYO UNSPONSORED ADR CMN		2019-07-12	2020-03-19
	DENTSU INC. TOKYO UNSPONSORED ADR CMN		2019-07-11	2020-03-19
	DENTSU INC. TOKYO UNSPONSORED ADR CMN		2019-01-08	2020-03-19
	HSBC HOLDINGS PLC SPONSORED ADR CMN		2019-11-15	2020-03-19
	HSBC HOLDINGS PLC SPONSORED ADR CMN		2016-12-12	2020-03-19
	NESTLE SA SPONSORED ADR (REP 1/20 CHF 10 REGD SHS)		2013-11-22	2020-03-20
	ASTRAZENECA PLC SPONS ADR SPONSORED ADR CMN		2020-01-08	2020-03-31
	LAS VEGAS SANDS CORP. CMN		2019-12-16	2020-03-31
	LAS VEGAS SANDS CORP. CMN		2017-11-08	2020-03-31
	CHUGAI PHARMACEUTICAL CO., LTD UNSPONSORED ADR CMN		2019-02-07	2020-04-06
	LINDE PLC CMN		2018-11-16	2020-04-06
	ROCHE HOLDING AG ADR B SHS(NOM CHF 100) VAL 224.184		2013-11-22	2020-04-06
	SASOL LTD SPONS ADR SPONSORED ADR CMN		2015-07-02	2020-04-06
	SASOL LTD SPONS ADR SPONSORED ADR CMN		2013-11-22	2020-04-06
	SCHLUMBERGER LTD CMN		2019-07-09	2020-04-06
	SCHLUMBERGER LTD CMN		2015-11-02	2020-04-06
	SCHLUMBERGER LTD CMN		2013-11-22	2020-04-06
	NUVEEN FLOATING RATE INCOME FUND		2020-03-31	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2020-02-28	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2020-01-31	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2019-12-31	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2019-12-30	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2019-11-29	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2019-10-31	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2019-09-30	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2019-08-30	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2019-07-31	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2019-06-28	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2019-05-31	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2019-04-30	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2019-03-29	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2019-02-28	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2019-01-31	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2017-11-30	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2017-10-31	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2017-09-29	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2017-08-31	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2017-07-31	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2017-06-30	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2017-05-31	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2017-04-28	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2017-03-31	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2017-02-18	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2017-02-01	2020-04-08
	NUVEEN FLOATING RATE INCOME FUND		2017-02-01	2020-04-08
	ADYEN N.V. ADR CMN		2020-03-19	2020-04-30
	AIA GROUP LIMITED SPONSORED ADR CMN SERIES		2020-03-19	2020-04-30
	BAIDU, INC. SPONSORED ADR CMN		2015-02-17	2020-04-30
	DBS GROUP HOLDINGS SPONSORED ADR CMN		2018-10-03	2020-04-30
	INFINEON TECHNOLOGIES AG - ADR SPONSORED ADR CMN 1 ADR = 1 SHARE		2017-11-14	2020-04-30
	LOREAL CO (ADR) ADR CMN		2013-11-22	2020-04-30
	CANADIAN NATIONAL RAILWAY CO. CMN		2013-11-22	2020-05-06
	NESTLE SA SPONSORED ADR (REP 1/20 CHF 10 REGD SHS)		2013-11-22	2020-05-06
	BP P.L.C. SPONSORED ADR CMN		2020-03-03	2020-05-12
	BP P.L.C. SPONSORED ADR CMN		2017-12-04	2020-05-12
	BP P.L.C. SPONSORED ADR CMN		2017-03-20	2020-05-12
	BP P.L.C. SPONSORED ADR CMN		2016-03-07	2020-05-12
	PHILIP MORRIS INTL INC CMN		2016-01-26	2020-05-12
	PHILIP MORRIS INTL INC CMN		2015-11-02	2020-05-12
	PHILIP MORRIS INTL INC CMN		2018-10-04	2020-06-01
	PHILIP MORRIS INTL INC CMN		2016-01-26	2020-06-01
	PHILIP MORRIS INTL INC CMN		2015-07-06	2020-06-01
	PHILIP MORRIS INTL INC CMN		2013-11-22	2020-06-01
	WELLS FARGO & CO (NEW) CMN		2020-02-12	2020-06-01
	BAIDU, INC. SPONSORED ADR CMN		2020-04-06	2020-06-04
	BAIDU, INC. SPONSORED ADR CMN		2016-06-09	2020-06-04
	BAIDU, INC. SPONSORED ADR CMN		2016-04-12	2020-06-04
	BAIDU, INC. SPONSORED ADR CMN		2016-02-22	2020-06-04
	BAIDU, INC. SPONSORED ADR CMN		2015-05-22	2020-06-04
	BAIDU, INC. SPONSORED ADR CMN		2015-02-17	2020-06-04
	BAIDU, INC. SPONSORED ADR CMN		2015-02-17	2020-06-04
	BAIDU, INC. SPONSORED ADR CMN		2013-11-22	2020-06-04
	AMADEUS IT GROUP SA ADR CMN		2019-07-16	2020-06-05
	AMADEUS IT GROUP SA ADR CMN		2019-07-15	2020-06-05
	MICROSOFT CORPORATION CMN		2018-01-26	2020-06-17
	MICROSOFT CORPORATION CMN		2016-01-26	2020-06-17
	NORTHROP GRUMMAN CORP CMN		2018-11-29	2020-06-17
	PROCTER & GAMBLE COMPANY (THE) CMN		2018-11-20	2020-06-17
	PROCTER & GAMBLE COMPANY (THE) CMN		2018-11-09	2020-06-17
	STANLEY BLACK & DECKER, INC. CMN		2020-01-08	2020-06-17
	UNION PACIFIC CORP. CMN		2016-03-07	2020-06-17
	TRUIST FINANCIAL CORPORATION CMN		2020-06-01	2020-07-14
	TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS		2013-11-22	2020-07-28
	TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS		2013-11-22	2020-08-04
	ACCENTURE PLC CMN CLASS A		2020-06-17	2020-08-07
	ADIDAS AG ADR CMN		2019-01-25	2020-08-07
	ADIDAS AG ADR CMN		2018-11-01	2020-08-07
	ADYEN N.V. ADR CMN		2020-06-05	2020-08-07
	ADYEN N.V. ADR CMN		2020-03-19	2020-08-07
	AIA GROUP LIMITED SPONSORED ADR CMN SERIES		2020-03-19	2020-08-07
	AIA GROUP LIMITED SPONSORED ADR CMN SERIES		2013-11-22	2020-08-07
	AIR LIQUIDE SA ADR CMN		2016-02-10	2020-08-07
	AIR LIQUIDE SA ADR CMN		2013-11-22	2020-08-07
	ALCON, INC. CMN		2020-06-05	2020-08-07
	ALFA LAVAL AB UNSPONSORED ADR CMN		2016-02-08	2020-08-07
	ALIBABA GROUP HOLDING LIMITED SPONSORED ADR CMN		2020-05-06	2020-08-07
	ALLIANZ SE ADR CMN		2016-11-14	2020-08-07
	ALLIANZ SE ADR CMN		2013-11-22	2020-08-07
	AMBEV S.A. SPONSORED ADR CMN		2020-03-19	2020-08-07
	AMBEV S.A. SPONSORED ADR CMN		2019-03-12	2020-08-07
	AMBEV S.A. SPONSORED ADR CMN		2018-08-15	2020-08-07
	AMEREN CORPORATION CMN		2019-02-22	2020-08-07
	AMEREN CORPORATION CMN		2019-02-21	2020-08-07
	APPLE INC. CMN		2016-05-16	2020-08-07
	APPLE INC. CMN		2016-01-26	2020-08-07
	APPLE INC. CMN		2013-11-22	2020-08-07
	ATLAS COPCO AB SPONS ADR NEW REPSTG COM SER-A		2018-12-17	2020-08-07
	ATLAS COPCO AB SPONS ADR NEW REPSTG COM SER-A		2013-11-22	2020-08-07
	AVALONBAY COMMUNITIES INC CMN		2020-01-08	2020-08-07
	BANCO BILBAO VIZCAYA S A ADR SPONSORED ADR CMN USD0.3296		2019-04-03	2020-08-07
	BANCO BILBAO VIZCAYA S A ADR SPONSORED ADR CMN USD0.3296		2019-04-02	2020-08-07
	BANCO BILBAO VIZCAYA S A ADR SPONSORED ADR CMN USD0.3296		2016-11-15	2020-08-07
	BANCO BILBAO VIZCAYA S A ADR SPONSORED ADR CMN USD0.3296		2016-10-20	2020-08-07
	BANCO BILBAO VIZCAYA S A ADR SPONSORED ADR CMN USD0.3296		2013-11-22	2020-08-07
	BRISTOL-MYERS SQUIBB COMPANY CMN		2020-03-31	2020-08-07
	CANADIAN NATIONAL RAILWAY CO. CMN		2013-11-22	2020-08-07
	CHECK POINT SOFTWARE TECH. LTD ORDINARY SHARES		2017-01-19	2020-08-07
	CHECK POINT SOFTWARE TECH. LTD ORDINARY SHARES		2016-10-10	2020-08-07
	CHECK POINT SOFTWARE TECH. LTD ORDINARY SHARES		2016-09-09	2020-08-07
	CHEVRON CORPORATION CMN		2020-05-12	2020-08-07
	CHINA MOBILE LIMITED SPONSORED ADR CMN		2019-03-12	2020-08-07
	CHUGAI PHARMACEUTICAL CO., LTD UNSPONSORED ADR CMN		2019-02-08	2020-08-07
	CHUGAI PHARMACEUTICAL CO., LTD UNSPONSORED ADR CMN		2019-02-07	2020-08-07
	CISCO SYSTEMS, INC. CMN		2017-08-22	2020-08-07
	CISCO SYSTEMS, INC. CMN		2017-02-01	2020-08-07
	CISCO SYSTEMS, INC. CMN		2016-01-26	2020-08-07
	CITIGROUP INC. CMN		2020-07-14	2020-08-07
	CMS ENERGY CORPORATION CMN		2019-02-22	2020-08-07
	CMS ENERGY CORPORATION CMN		2019-02-21	2020-08-07
	COCA-COLA COMPANY (THE) CMN		2020-06-17	2020-08-07
	COMCAST CORPORATION CMN CLASS A VOTING		2019-02-21	2020-08-07
	COMCAST CORPORATION CMN CLASS A VOTING		2018-11-20	2020-08-07
	CVS HEALTH CORP CMN		2020-03-16	2020-08-07
	DASSAULT SYSTEMES SPONSORED ADR CMN		2019-12-20	2020-08-07
	DASSAULT SYSTEMES SPONSORED ADR CMN		2019-10-04	2020-08-07
	DASSAULT SYSTEMES SPONSORED ADR CMN		2013-11-22	2020-08-07
	DBS GROUP HOLDINGS SPONSORED ADR CMN		2020-03-19	2020-08-07
	DBS GROUP HOLDINGS SPONSORED ADR CMN		2018-10-03	2020-08-07
	DBS GROUP HOLDINGS SPONSORED ADR CMN		2016-04-05	2020-08-07
	DBS GROUP HOLDINGS SPONSORED ADR CMN		2016-04-04	2020-08-07
	DBS GROUP HOLDINGS SPONSORED ADR CMN		2013-11-22	2020-08-07
	DIAGEO PLC SPON ADR (NEW) SPONSORED ADR CMN		2019-02-08	2020-08-07
	EATON CORP PLC CMN		2020-06-17	2020-08-07
	ECOLAB INC. CMN		2018-05-03	2020-08-07
	ELI LILLY & CO CMN		2016-11-23	2020-08-07
	ELI LILLY & CO CMN		2016-08-01	2020-08-07
	ELI LILLY & CO CMN		2016-06-27	2020-08-07
	EPIROC AB ADR CMN		2019-03-12	2020-08-07
	EPIROC AB ADR CMN		2018-12-17	2020-08-07
	FANUC CORPORATION UNSPONSORED ADR CMN		2016-04-12	2020-08-07
	FANUC CORPORATION UNSPONSORED ADR CMN		2016-02-10	2020-08-07
	FANUC CORPORATION UNSPONSORED ADR CMN		2016-01-20	2020-08-07
	FIDELITY NATL INFO SVCS INC CMN		2020-01-08	2020-08-07
	FOMENTO ECONOMICO MEXICANO SAB DE C.V. NEW SPONS ADR REPSTG UNIT 1 SER B SH		2020-06-05	2020-08-07
	FOMENTO ECONOMICO MEXICANO SAB DE C.V. NEW SPONS ADR REPSTG UNIT 1 SER B SH		2019-04-02	2020-08-07
	FOMENTO ECONOMICO MEXICANO SAB DE C.V. NEW SPONS ADR REPSTG UNIT 1 SER B SH		2019-04-01	2020-08-07
	FOMENTO ECONOMICO MEXICANO SAB DE C.V. NEW SPONS ADR REPSTG UNIT 1 SER B SH		2018-11-26	2020-08-07
	FUCHS PETROLUB SE ADR CMN		2014-08-28	2020-08-07
	FUCHS PETROLUB SE ADR CMN		2014-03-03	2020-08-07
	HDFC BANK LIMITED SPONSORED ADR CMN		2017-06-23	2020-08-07
	HDFC BANK LIMITED SPONSORED ADR CMN		2017-06-22	2020-08-07
	HONEYWELL INTL INC CMN		2018-10-04	2020-08-07
	HONEYWELL INTL INC CMN		2016-04-11	2020-08-07
	HONEYWELL INTL INC CMN		2016-01-26	2020-08-07
	ICICI BANK LIMITED SPONS ADR		2016-12-13	2020-08-07
	ICICI BANK LIMITED SPONS ADR		2016-12-12	2020-08-07
	ILLINOIS TOOL WORKS CMN		2020-06-17	2020-08-07
	ILLINOIS TOOL WORKS CMN		2020-01-31	2020-08-07
	INFINEON TECHNOLOGIES AG - ADR SPONSORED ADR CMN 1 ADR = 1 SHARE		2020-03-19	2020-08-07
	INFINEON TECHNOLOGIES AG - ADR SPONSORED ADR CMN 1 ADR = 1 SHARE		2019-07-10	2020-08-07
	INFINEON TECHNOLOGIES AG - ADR SPONSORED ADR CMN 1 ADR = 1 SHARE		2018-12-17	2020-08-07
	INFINEON TECHNOLOGIES AG - ADR SPONSORED ADR CMN 1 ADR = 1 SHARE		2017-11-14	2020-08-07
	INFINEON TECHNOLOGIES AG - ADR SPONSORED ADR CMN 1 ADR = 1 SHARE		2017-05-25	2020-08-07
	INTERNATIONAL PAPER CO. CMN		2019-10-09	2020-08-07
	ITAU UNIBANCO BANCO HLDNG S.A SPONSORED ADR CMN		2020-06-04	2020-08-07
	ITAU UNIBANCO BANCO HLDNG S.A SPONSORED ADR CMN		2015-11-09	2020-08-07
	ITAU UNIBANCO BANCO HLDNG S.A SPONSORED ADR CMN		2013-11-22	2020-08-07
	JOHNSON & JOHNSON CMN		2018-10-11	2020-08-07
	JPMORGAN CHASE & CO CMN		2016-01-26	2020-08-07
	KOMATSU LTD ADR (NEW) SPONSORED GDS CMN		2020-04-06	2020-08-07
	KOMATSU LTD ADR (NEW) SPONSORED GDS CMN		2018-10-29	2020-08-07
	KUBOTA CORP ADR ADR CMN		2019-01-08	2020-08-07
	KUBOTA CORP ADR ADR CMN		2016-05-24	2020-08-07
	KUBOTA CORP ADR ADR CMN		2016-05-23	2020-08-07
	LOREAL CO (ADR) ADR CMN		2013-11-22	2020-08-07
	LINDE PLC CMN		2020-03-03	2020-08-07
	LINDE PLC CMN		2018-11-16	2020-08-07
	LONZA GROUP AG UNSPONSORED ADR CMN		2018-05-16	2020-08-07
	LUKOIL PJSC SPONSORED ADR CMN CLASS * STAMP EXEMPT		2019-07-10	2020-08-07
	LUKOIL PJSC SPONSORED ADR CMN CLASS * STAMP EXEMPT		2019-03-12	2020-08-07
	M&T BANK CORPORATION CMN		2020-06-01	2020-08-07
	M&T BANK CORPORATION CMN		2018-10-22	2020-08-07
	M&T BANK CORPORATION CMN		2018-10-19	2020-08-07
	MC DONALDS CORP CMN		2018-10-04	2020-08-07
	MC DONALDS CORP CMN		2016-08-16	2020-08-07
	MC DONALDS CORP CMN		2016-05-16	2020-08-07
	MC DONALDS CORP CMN		2016-04-11	2020-08-07
	MICROSOFT CORPORATION CMN		2016-01-26	2020-08-07
	MICROSOFT CORPORATION CMN		2014-01-14	2020-08-07
	MICROSOFT CORPORATION CMN		2013-11-22	2020-08-07
	MONDELEZ INTERNATIONAL, INC. CMN		2020-01-08	2020-08-07
	MORGAN STANLEY CMN		2019-06-28	2020-08-07
	NESTLE SA SPONSORED ADR (REP 1/20 CHF 10 REGD SHS)		2013-11-22	2020-08-07
	NITORI HOLDINGS CO., LTD. ADR CMN		2020-03-03	2020-08-07
	NITORI HOLDINGS CO., LTD. ADR CMN		2020-03-02	2020-08-07
	NOVOZYMES AS UNSPONSORED ADR CMN		2018-03-26	2020-08-07
	NOVOZYMES AS UNSPONSORED ADR CMN		2018-03-23	2020-08-07
	NOVOZYMES AS UNSPONSORED ADR CMN		2018-03-22	2020-08-07
	PING AN INS GRP CO OF CHINA SPONSORED ADR CMN		2019-03-12	2020-08-07
	PINNACLE WEST CAPITAL CORP CMN		2018-01-26	2020-08-07
	PINNACLE WEST CAPITAL CORP CMN		2017-10-16	2020-08-07
	REPUBLIC SERVICES INC CMN		2018-02-23	2020-08-07
	RIO TINTO PLC SPONSORED ADR		2020-04-06	2020-08-07
	RIO TINTO PLC SPONSORED ADR		2019-04-08	2020-08-07
	ROCHE HOLDING AG ADR B SHS(NOM CHF 100) VAL 224.184		2019-08-13	2020-08-07
	ROCHE HOLDING AG ADR B SHS(NOM CHF 100) VAL 224.184		2019-01-25	2020-08-07
	ROCHE HOLDING AG ADR B SHS(NOM CHF 100) VAL 224.184		2016-09-06	2020-08-07
	ROCHE HOLDING AG ADR B SHS(NOM CHF 100) VAL 224.184		2016-06-07	2020-08-07
	ROCHE HOLDING AG ADR B SHS(NOM CHF 100) VAL 224.184		2015-09-30	2020-08-07
	ROCHE HOLDING AG ADR B SHS(NOM CHF 100) VAL 224.184		2013-11-22	2020-08-07
	ROYAL DUTCH SHELL PLC SPONSORED ADR CMN SERIES B		2020-04-06	2020-08-07
	ROYAL DUTCH SHELL PLC SPONSORED ADR CMN SERIES B		2016-02-26	2020-08-07
	ROYAL DUTCH SHELL PLC SPONSORED ADR CMN SERIES B		2016-02-22	2020-08-07
	SAP SE (SPON ADR)		2019-04-08	2020-08-07
	SAP SE (SPON ADR)		2017-03-29	2020-08-07
	SAP SE (SPON ADR)		2014-08-27	2020-08-07
	SAP SE (SPON ADR)		2013-11-22	2020-08-07
	SCHNEIDER ELECTRIC SE UNSPONSORED ADR (FRANCE) SCHNEIDER ELECTRIC SE UNSPONS		2020-04-30	2020-08-07
	SCHNEIDER ELECTRIC SE UNSPONSORED ADR (FRANCE) SCHNEIDER ELECTRIC SE UNSPONS		2020-04-06	2020-08-07
	SCHNEIDER ELECTRIC SE UNSPONSORED ADR (FRANCE) SCHNEIDER ELECTRIC SE UNSPONS		2019-11-14	2020-08-07
	SCHNEIDER ELECTRIC SE UNSPONSORED ADR (FRANCE) SCHNEIDER ELECTRIC SE UNSPONS		2019-11-13	2020-08-07
	SEMPRA ENERGY CMN		2018-06-20	2020-08-07
	SGS SA ADR CMN		2019-04-03	2020-08-07
	SGS SA ADR CMN		2019-04-02	2020-08-07
	SHIONOGI & CO., LTD. UNSPONSORED ADR CMN		2020-02-10	2020-08-07
	SONOVA HOLDING AG (THE) UNSPONSORED ADR CMN		2013-11-22	2020-08-07
	SYMRISE AG UNSPONSORED ADR CMN		2014-06-05	2020-08-07
	SYMRISE AG UNSPONSORED ADR CMN		2014-06-04	2020-08-07
	SYSMEX CORPORATION ADR CMN		2013-11-22	2020-08-07
	TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS		2014-01-13	2020-08-07
	TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS		2013-11-22	2020-08-07
	TENCENT HOLDINGS LIMITED UNSPONSORED ADR CMN ADD ADR REL 19358779		2020-06-05	2020-08-07
	TENCENT HOLDINGS LIMITED UNSPONSORED ADR CMN ADD ADR REL 19358779		2019-10-15	2020-08-07
	TENCENT HOLDINGS LIMITED UNSPONSORED ADR CMN ADD ADR REL 19358779		2019-01-25	2020-08-07
	TEXAS INSTRUMENTS INC. CMN		2017-08-22	2020-08-07
	THE HOME DEPOT, INC. CMN		2020-03-31	2020-08-07
	THE HOME DEPOT, INC. CMN		2020-03-09	2020-08-07
	THE TRAVELERS COMPANIES, INC CMN		2018-03-02	2020-08-07
	UNICHARM CORP. SPONSORED ADR CMN		2019-12-19	2020-08-07
	UNICHARM CORP. SPONSORED ADR CMN		2019-02-08	2020-08-07
	UNICHARM CORP. SPONSORED ADR CMN		2019-02-07	2020-08-07
	UNILEVER PLC (NEW) SPONSORED ADR CMN		2020-03-20	2020-08-07
	UNILEVER PLC (NEW) SPONSORED ADR CMN		2015-06-22	2020-08-07
	UNILEVER PLC (NEW) SPONSORED ADR CMN		2013-11-22	2020-08-07
	UNION PACIFIC CORP. CMN		2016-04-11	2020-08-07
	UNION PACIFIC CORP. CMN		2016-03-07	2020-08-07
	UNITEDHEALTH GROUP INCORPORATE CMN		2018-11-09	2020-08-07
	UNITEDHEALTH GROUP INCORPORATE CMN		2018-01-26	2020-08-07
	VERIZON COMMUNICATIONS, INC. CMN		2018-10-04	2020-08-07
	VERIZON COMMUNICATIONS, INC. CMN		2016-01-26	2020-08-07
	VERIZON COMMUNICATIONS, INC. CMN		2014-12-11	2020-08-07
	VERIZON COMMUNICATIONS, INC. CMN		2014-03-03	2020-08-07
	VERIZON COMMUNICATIONS, INC. CMN		2014-02-24	2020-08-07
	XCEL ENERGY INC. CMN		2019-02-21	2020-08-07
	XCEL ENERGY INC. CMN		2018-05-07	2020-08-07
	YANDEX N.V. CMN		2018-10-22	2020-08-07
	ZIMMER BIOMET HOLDINGS INC		2019-06-28	2020-08-07
	NATIONAL BANK OF CANADA-NEW YO LINKED TO BASKET OF INDICES UPSIDE LEVERED NO		2018-08-29	2020-09-03
	NATIONAL BANK OF CANADA-NEW YO LINKED TO ESTX BANKS EUR PR UPSIDE LEVERED CA		2018-08-29	2020-09-03
	SONOVA HOLDING AG (THE) UNSPONSORED ADR CMN		2020-11-09	2020-11-09
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	28,307	9,391	18,916
b	17,461	10,134	7,327
c	24,853	20,158	4,695
d	378	364	14
e	378	372	6
	3,052	3,098	-46
	4,952	5,047	-95
	1,639	2,744	-1,105
	4,405	5,343	-938
	615	805	-190
	13,631	14,031	-400
	45,000	45,794	-794
	30,015	16,009	14,006
	13,639	7,344	6,295
	6,078	9,553	-3,475
	12,310	19,586	-7,276
	7,211	10,576	-3,365
	10,628	10,716	-88
	10,628	10,597	31
	545	172	373
	2,953	3,219	-266
	14,366	14,527	-161
	372	431	-59
	186	193	-7
	181	352	-171
	90	179	-89
	469	1,171	-702
	1,460	1,843	-383
	1,110	1,574	-464
	604	441	163
	13,136	14,742	-1,606
	12,568	20,166	-7,598
	5,453	8,680	-3,227
	469	252	217
	696	626	70
	1,165	981	184
	44	659	-615
	52	1,055	-1,003
	228	599	-371
	122	634	-512
	425	2,592	-2,167
	290	287	3
	256	286	-30
	249	285	-36
	247	282	-35
	203	231	-28
	248	281	-33
	247	280	-33
	243	278	-35
	242	277	-35
	240	276	-36
	239	275	-36
	237	273	-36
	234	272	-38
	229	263	-34
	227	262	-35
	219	250	-31
	322	378	-56
	319	376	-57
	318	375	-57
	317	374	-57
	329	390	-61
	359	424	-65
	355	422	-67
	379	451	-72
	377	449	-72
	260	305	-45
	290	350	-60
	48,555	57,894	-9,339
	313	240	73
	290	255	35
	626	626	0
	280	377	-97
	329	509	-180
	287	169	118
	1,291	908	383
	1,790	1,251	539
	3,978	5,413	-1,435
	2,223	3,819	-1,596
	6,294	9,188	-2,894
	5,195	7,016	-1,821
	7,390	9,167	-1,777
	426	531	-105
	1,105	1,250	-145
	10,460	12,516	-2,056
	2,136	2,358	-222
	3,609	4,258	-649
	7,462	13,191	-5,729
	439	408	31
	329	504	-175
	439	747	-308
	219	336	-117
	548	1,017	-469
	329	626	-297
	329	630	-301
	219	316	-97
	774	1,071	-297
	834	1,142	-308
	3,910	1,865	2,045
	20,332	5,442	14,890
	21,616	17,496	4,120
	24,310	19,002	5,308
	12,981	10,091	2,890
	23,369	28,601	-5,232
	5,828	2,754	3,074
	17,033	18,533	-1,500
	1,239	275	964
	1,114	240	874
	36,196	32,186	4,010
	732	583	149
	1,757	1,408	349
	1,016	757	259
	3,996	1,710	2,286
	546	479	67
	4,401	2,456	1,945
	787	426	361
	1,017	645	372
	2,222	2,274	-52
	1,869	1,176	693
	2,237	1,774	463
	792	623	169
	3,168	2,616	552
	623	589	34
	488	885	-397
	753	1,521	-768
	20,057	17,471	2,586
	2,476	2,135	341
	35,993	7,631	28,362
	23,995	5,395	18,600
	7,998	1,337	6,661
	2,798	1,442	1,356
	2,347	1,471	876
	17,036	22,799	-5,763
	205	423	-218
	160	324	-164
	285	616	-331
	600	1,360	-760
	523	2,021	-1,498
	19,357	17,836	1,521
	1,695	964	731
	985	773	212
	985	621	364
	2,093	1,309	784
	23,527	25,515	-1,988
	1,740	2,686	-946
	3,272	1,494	1,778
	273	126	147
	11,120	7,316	3,804
	13,638	8,760	4,878
	20,006	9,982	10,024
	27,364	26,973	391
	20,370	17,423	2,947
	2,523	2,140	383
	38,534	37,589	945
	4,769	4,298	471
	27,594	23,930	3,664
	20,853	17,592	3,261
	715	653	62
	894	722	172
	2,681	872	1,809
	715	586	129
	179	226	-47
	358	266	92
	358	270	88
	1,967	1,805	162
	2,284	2,624	-340
	29,497	26,957	2,540
	19,837	14,719	5,118
	11,239	4,991	6,248
	10,024	5,526	4,498
	22,326	10,858	11,468
	1,272	873	399
	853	497	356
	86	81	5
	620	513	107
	551	495	56
	30,206	28,590	1,616
	635	796	-161
	289	466	-177
	231	375	-144
	923	1,376	-453
	416	399	17
	341	388	-47
	1,019	962	57
	371	352	19
	7,727	7,981	-254
	11,746	8,157	3,589
	5,873	3,567	2,306
	1,054	789	265
	661	493	168
	17,257	15,714	1,543
	12,326	11,560	766
	1,562	714	848
	1,818	1,277	541
	1,869	1,453	416
	205	226	-21
	1,613	1,389	224
	12,782	14,244	-1,462
	1,455	1,611	-156
	596	555	41
	282	431	-149
	41,463	37,869	3,594
	30,454	17,473	12,981
	877	721	156
	975	1,191	-216
	906	879	27
	604	592	12
	679	676	3
	4,440	2,304	2,136
	43,229	34,553	8,676
	2,694	1,722	972
	4,684	1,972	2,712
	483	591	-108
	1,381	1,698	-317
	6,403	6,468	-65
	4,055	6,112	-2,057
	1,067	1,628	-561
	407	331	76
	12,627	7,320	5,307
	10,591	6,742	3,849
	17,312	10,867	6,445
	42,522	10,518	32,004
	9,308	1,577	7,731
	423	75	348
	23,417	22,919	498
	23,907	21,013	2,894
	4,013	2,502	1,511
	876	574	302
	1,175	763	412
	534	470	64
	593	516	77
	475	415	60
	2,403	2,417	-14
	8,130	7,970	160
	11,168	11,852	-684
	21,521	15,721	5,800
	1,695	1,296	399
	1,513	1,554	-41
	813	670	143
	1,112	839	273
	770	565	205
	642	504	138
	642	493	149
	1,112	911	201
	789	955	-166
	380	594	-214
	672	1,062	-390
	1,282	917	365
	802	491	311
	802	395	407
	4,649	2,379	2,270
	966	736	230
	435	316	119
	1,184	944	240
	1,208	962	246
	13,346	11,617	1,729
	131	127	4
	1,357	1,304	53
	1,464	1,566	-102
	2,335	1,412	923
	1,774	724	1,050
	1,281	523	758
	2,042	920	1,122
	3,501	751	2,750
	3,023	652	2,371
	1,337	1,114	223
	669	420	249
	2,273	1,471	802
	40,600	24,732	15,868
	19,995	13,963	6,032
	26,210	20,906	5,304
	10,969	12,992	-2,023
	1,929	1,549	380
	1,351	1,002	349
	450	337	113
	773	645	128
	238	180	58
	1,842	1,243	599
	19,826	8,677	11,149
	8,549	3,807	4,742
	10,376	9,055	1,321
	20,124	15,815	4,309
	1,575	1,477	98
	20,305	16,645	3,660
	1,284	1,021	263
	2,976	2,407	569
	4,960	4,090	870
	2,103	1,582	521
	23,717	15,095	8,622
	2,461	1,172	1,289
	24,666	20,954	3,712
	18,000	18,000	0
	10,820	15,000	-4,180
	16		16
	8,278		8,278

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			18,916
b			7,327
c			4,695
d			14
e			6
			-46
			-95
			-1,105
			-938
			-190
			-400
			-794
			14,006
			6,295
			-3,475
			-7,276
			-3,365
			-88
			31
			373
			-266
			-161
			-59
			-7
			-171
			-89
			-702
			-383
			-464
			163
			-1,606
			-7,598
			-3,227
			217
			70
			184
			-615
			-1,003
			-371
			-512
			-2,167
			3
			-30
			-36
			-35
			-28
			-33
			-33
			-35
			-35
			-36
			-36
			-36
			-38
			-34
			-35
			-31
			-56
			-57
			-57
			-57
			-61
			-65
			-67
			-72
			-72
			-45
			-60
			-9,339
			73
			35
			0
			-97
			-180
			118
			383
			539
			-1,435
			-1,596
			-2,894
			-1,821
			-1,777
			-105
			-145
			-2,056
			-222
			-649
			-5,729
			31
			-175
			-308
			-117
			-469
			-297
			-301
			-97
			-297
			-308
			2,045
			14,890
			4,120
			5,308
			2,890
			-5,232
			3,074
			-1,500
			964
			874
			4,010
			149
			349
			259
			2,286
			67
			1,945
			361
			372
			-52
			693
			463
			169
			552
			34
			-397
			-768
			2,586
			341
			28,362
			18,600
			6,661
			1,356
			876
			-5,763
			-218
			-164
			-331
			-760
			-1,498
			1,521
			731
			212
			364
			784
			-1,988
			-946
			1,778
			147
			3,804
			4,878
			10,024
			391
			2,947
			383
			945
			471
			3,664
			3,261
			62
			172
			1,809
			129
			-47
			92
			88
			162
			-340
			2,540
			5,118
			6,248
			4,498
			11,468
			399
			356
			5
			107
			56
			1,616
			-161
			-177
			-144
			-453
			17
			-47
			57
			19
			-254
			3,589
			2,306
			265
			168
			1,543
			766
			848
			541
			416
			-21
			224
			-1,462
			-156
			41
			-149
			3,594
			12,981
			156
			-216
			27
			12
			3
			2,136
			8,676
			972
			2,712
			-108
			-317
			-65
			-2,057
			-561
			76
			5,307
			3,849
			6,445
			32,004
			7,731
			348
			498
			2,894
			1,511
			302
			412
			64
			77
			60
			-14
			160
			-684
			5,800
			399
			-41
			143
			273
			205
			138
			149
			201
			-166
			-214
			-390
			365
			311
			407
			2,270
			230
			119
			240
			246
			1,729
			4
			53
			-102
			923
			1,050
			758
			1,122
			2,750
			2,371
			223
			249
			802
			15,868
			6,032
			5,304
			-2,023
			380
			349
			113
			128
			58
			599
			11,149
			4,742
			1,321
			4,309
			98
			3,660
			263
			569
			870
			521
			8,622
			1,289
			3,712
			0
			-4,180
			16
			8,278

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	332,019
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE

1 Reserved

(a) Reserved	(b) Reserved	(c) Reserved	(d) Reserved

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

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

Form 990-PF (2020)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	6,472
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	6,472
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	6,472
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	628
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	3,000
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	3,628
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	10
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	2,854
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax	Refunded	11

Part VII-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

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

(1) On the foundation. bullet

$ 0(2) On foundation managers. bullet

$ 0

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

on foundation managers. bullet

$ 0

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

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

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

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

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XV..................................

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.

If "Yes," complete Part XIV .............................

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

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

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website address bullet

N/A

The books are in care of bullet

WILLIAM E DWYER III & CHRISTINE M DWYER Telephone no. bullet

(617) 794-1144

Located at bullet

1 AVERY ST UNIT 32BBOSTONMA ZIP+4 bullet

02111

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ........ bullet

16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

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

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

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

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

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?...............YesNo

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).......YesNo

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2020?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2020, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2020?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2020.)..................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?

Form 990-PF (2020)

Page 6

Part VII-B

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

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

Yes

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

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

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

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

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

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

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

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

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......

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

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?..........YesNo

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

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

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

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

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

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

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

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .................YesNo

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
WILLIAM E DWYER III	TRUSTEE 1.00	0	0	0
1 AVERY ST 31B BOSTON,MA02111	TRUSTEE 1.00	0	0	0
CHRISTINE M DWYER	TRUSTEE 1.00	0	0	0
1 AVERY ST 31B BOSTON,MA02111	TRUSTEE 1.00	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2020)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2020)

Page 8

Part X

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

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

purposes:

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

2,719,784

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

419,941

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

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

3,139,725

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

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

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

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

3,139,725

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

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

47,096

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

3,092,629

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

154,631

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

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

154,631

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

6,472

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

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

6,472

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

148,159

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

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

148,159

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

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

148,159

Part XII

Qualifying Distributions (see instructions)

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

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

160,700

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

160,700

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b. See instructions.................

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

160,700

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2020)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2019	(c) 2019	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7					148,159
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......
b From 2016......	16,835
c From 2017......	31,796
d From 2018......	17,531
e From 2019......	46,937
fTotal of lines 3a through e........		113,099
4Qualifying distributions for 2020 from Part
XII, line 4: $ 160,700
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.....					148,159
e Remaining amount distributed out of corpus		12,541
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		125,640
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 ......		125,640
10 Analysis of line 9:
a Excess from 2016....	16,835
b Excess from 2017....	31,796
c Excess from 2018....	17,531
d Excess from 2019....	46,937
e Excess from 2020....	12,541

Form 990-PF (2020)

Page 10

Part XIV

Private Operating Foundations (see instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2020	(b) 2019	(c) 2018	(d) 2017	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

WILLIAM E DWYER III

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

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

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2020)

Page 11

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
BELLESINI ACADEMY 94 BRADFORD STREET LAWRENCE,MA01840		PC	TO SUPPORT EDUCATIONAL, RELIGIOUS, MENTORING AND GENERAL SUPPORT FOR BELLESINI ACADEMY.	1,000
AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON,DC20006		PC	TO SUPPORT AN ORGANIZATION THAT PREVENTS AND ALLEVIATES HUMAN SUFFERING IN THE FACE OF EMERGENCIES BY MOBILIZING THE POWER OF VOLUNTEERS AND THE GENEROSITY OF DONORS.	1,000
BIG BROTHERS BIG SISTERS OF MASSACHUSETTS BAY 75 FEDERAL STREET 8TH FLOOR BOSTON,MA02110		PC	TO SUPPORT YOUTH MENTORING	55,000
BOSTON COLLEGE 140 COMMONWEALTH AVE CHESTNUT HILL,MA02467		PC	TO SUPPORT EDUCATIONAL, RELIGIOUS, MENTORING AND GENERAL SUPPORT FOR BOSTON COLLEGE.	40,000
BOSTON PAL 148 TREMONT ST BOSTON,MA02120		PC	TO SUPPORT THE BOSTON POLICE DEPARTMENT IN ITS EFFORTS TO ENGAGE UNDER-RESOURCED YOUTH IN BOSTON TO EMBARK ON A PRODUCTIVE AND POSITIVE JOURNEY IN LIFE AND POSITIVELY IMPACT COMMUNITIES THROUGHOUT THE CITY OF BOSTON.	25,250
ESPERANZA ACADEMY INC 198 GARDEN ST LAWRENCE,MA01840		PC	PRIMARY EDUCATION SUPPORT INCLUDING SCHOLARSHIPS AND OTHER ASSISTANCE	15,000
NATIONAL MS SOCIETY 101A FIRST AVE WALTHAM,MA02451		PC	TO SUPPORT REASEARCH FOR MULTIPLE SCLEROSIS	300
OUR LADY OF HOPE 1 PINESWAMP ROAD IPSWICH,MA01938		PC	RELIGIOUS SUPPORT TO MEET GENERAL BUDGETARY NEEDS	7,650
SCHOLAR ATHLETE PROGRAM 57 MAGAZINE ST ROXBURY,MA02119		PC	TO SUPPORT ACADEMIC ACHIEVEMENT THROUGH ATHLETICS	3,500
THE GOVERNOR'S ACADEMY 1 ELM STREET BYFIELD,MA01922		PC	IMPROVEMENT IN EDUCATIONAL PROGRAMS AND DEVELOPMENT PROGRAMS FOR STUDENTS	5,000
THE CATHOLIC APPEAL 66 BROOK DR BRAINTREE,MA02184		PC	RELIGIOUS SUPPORT TO MEET GENERAL BUDGETARY NEEDS	2,000
IES ABROAD 33 WEST MUNROE ST STE 2300 CHICAGO,IL60603		PC	TO SUPPORT STUDY PROGRAMS ABROAD FOR U.S. COLLEGE-AGED STUDENTS	5,000
Total ................................. 3a				160,700

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2020)

Page 12

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........					561
4 Dividends and interest from securities....					86,231
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.....					66,485
8 Gain or (loss) from sales of assets other than inventory ............					332,019
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)..		0		0	485,296

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

485,296

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

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)
3	NOT APPLICABLE
4	NOT APPLICABLE
8	NOT APPLICABLE

Form 990-PF (2020)

Page 13

Part XVII

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
GOLDMAN SACHS - GS EQ & FI	AT COST	1,699,095	1,946,324
INVESTMENT IN PARTNERSHIPS	AT COST	1,066,485	1,066,946