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
FM GLOBAL FOUNDATION
 
% Courtney Mazyck
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 7500 270 CENTRAL AVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JOHNSTON, RI029190750
A Employer identification number

22-2773230
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$14,021,638
J Accounting method:
Modified Cash
(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) 751,192
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,436 2,436 0
4 Dividends and interest from securities... 53,794 53,794 0
5a Gross rents............ 0 0 0
b Net rental income or (loss) 0
6a Net gain or (loss) from sale of assets not on line 10 9,217,234
b Gross sales price for all assets on line 6a 9,926,426
7 Capital gain net income (from Part IV, line 2)... 9,217,234
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 10,024,656 9,273,464 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... 26,848 20,000 0 6,848
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... 1,855 0 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... 144,076 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 172,779 20,000 0 6,848
25 Contributions, gifts, grants paid....... 7,603,963 7,603,963
26 Total expenses and disbursements. Add lines 24 and 25 7,776,742 20,000 0 7,610,811
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,247,914
b Net investment income (if negative, enter -0-) 9,253,464
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 598,096 10,792,349 10,792,349
2 Savings and temporary cash investments......... 11,175,628 3,229,289 3,229,289
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 0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   0  
b Investments—corporate stock (attach schedule).......   0  
c Investments—corporate bonds (attach schedule).......   0  
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
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) 11,773,724 14,021,638 14,021,638
Liabilities 17 Accounts payable and accrued expenses.......... 0 0
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 0 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 11,773,724 14,021,638
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 11,773,724 14,021,638
30 Total liabilities and net assets/fund balances (see instructions). 11,773,724 14,021,638
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
11,773,724
2
Enter amount from Part I, line 27a .....................
2
2,247,914
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
14,021,638
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
14,021,638
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 Common Stock- Intel Corp- 64,000 shares D 2020-12-11 2020-12-11
b Common Stock- Colgate Palmolive Co- 80,000 shares D 2020-12-11 2020-12-11
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 3,164,487 0 16,167 3,148,320
b 6,761,939 0 693,025 6,068,914
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   3,148,320
b   0   6,068,914
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 9,217,234
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 128,623
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 128,623
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 128,623
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,500
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 127,552
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 0 7 129,052
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 10 429
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet429 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletRI
    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. Click to see attachment...............................
    10
    Yes
     
    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 ofbulletFactory Mutual Insurance Company Telephone no.bullet (401) 415-1200

    Located atbulletPO BOX 7500270 Central AveJOHNSTONRI ZIP+4bullet029190750
    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
    Thomas A LawsonClick to see attachment Director Chairman President & CEO
    0.25
    0 0 0
    270 Central Avenue
    PO Box 7500
    Johnston,RI02919
    Roberta H ButlerClick to see attachment Director Vice President Marketing
    0.25
    0 0 0
    270 Central Avenue
    PO Box 7500
    Johnston,RI02919
    Sanjay ChawlaClick to see attachment Sr. Vice President Investments
    0.25
    0 0 0
    270 Central Avenue
    PO Box 7500
    Johnston,RI02919
    Courtney MazyckClick to see attachment Assistant Vice President Finance
    2.00
    0 0 0
    270 Central Avenue
    PO Box 7500
    Johnston,RI02919
    Andrew S BrooslinClick to see attachment Secretary
    0.25
    0 0 0
    270 Central Avenue
    PO Box 7500
    Johnston,RI02919
    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  
    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.............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)
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    9,156,906
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,156,906
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    9,156,906
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    137,354
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,019,552
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    450,978
    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
    450,978
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    128,623
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    0
    c
    Add lines 2a and 2b............................
    2c
    128,623
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    322,355
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    322,355
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    322,355
    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
    7,610,811
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    7,610,811
    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
    7,610,811
    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 7 322,355
    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...... 4,377,979
    b From 2016...... 4,763,116
    c From 2017...... 4,737,205
    d From 2018...... 7,342,263
    e From 2019...... 4,125,974
    fTotal of lines 3a through e........ 25,346,537
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 7,610,811
    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..... 322,355
    e Remaining amount distributed out of corpus 7,288,456
    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 32,634,993
    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) ...
    4,377,979
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    28,257,014
    10 Analysis of line 9:
    a Excess from 2016.... 4,763,116
    b Excess from 2017.... 4,737,205
    c Excess from 2018.... 7,342,263
    d Excess from 2019.... 4,125,974
    e Excess from 2020.... 7,288,456
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    None
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    None
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    FM Global Foundation
    PO Box 7500
    Johnston,RI02919
    (401) 415-1200
    firepreventiongrants@fmglobal.com
    bThe form in which applications should be submitted and information and materials they should include:
    https: fs20.formsite.com fmglobal form14 index.html
    cAny submission deadlines:
    12 31 20
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Any organization or agency that supports fire prevention can apply for an FM Global Fire Prevention Grant; however funds must be used for public purposes. Additional terms and conditions may apply. More information can be found at https: fs20.formsite.com fmglobal form14 index.html. Deadlines for applications are 3 31 6 30 9 30 and 12 31 each year.
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    FM Global Foundation
    PO Box 7500
    Johnston,RI02919
    (855) 670-4787
    scholarshipprogram@fmglobal.com
    bThe form in which applications should be submitted and information and materials they should include:
    https: aim.applyists.net FMGlobal
    cAny submission deadlines:
    3 1 20
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    FM Global Employees children only
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    FM Global Foundation
    PO Box 7500
    Johnston,RI02919
    (401) 415-1200
    foundation@fmglobal.com
    bThe form in which applications should be submitted and information and materials they should include:
    n a
    cAny submission deadlines:
    12 31 20
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    FM Global Employee charitable donations only
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    FM Global Foundation
    PO Box 7500
    Johnston,RI02919
    (401) 415-1200
    foundation@fmglobal.com
    bThe form in which applications should be submitted and information and materials they should include:
    n a
    cAny submission deadlines:
    12 31 20
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    FM Global may donate to charities of their choosing each year
    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
    American Online Giving Foundation
    2454 N McMullen Booth Rd
    Suite 431
    Clearwater,FL33759
    No Relationship PC corporate match for employee donations to charities 2,876,638
    Burn Institute
    8825 AERO DRIVE SUITE 200
    SAN DIEGO,CA92123
    No Relationship PC Fire Grant 5,000
    Arson Alarm Foundation
    17707 108th Ave SE
    Renton,WA98055
    No Relationship PC Fire Grant 3,317
    Attleboro Fire Department
    100 UNION ST
    ATTLEBORO,MA02703
    No Relationship GOV Fire Grant 3,000
    Centraide of Greater Montreal
    493 Rue Sherbrooke Ouest
    Montreal,QuebecH3A 1B6
    AF
    No Relationship N A employee matching gifts 108,967
    United Kingdom Online Giving
    Unit 9 Cirencester Office Park
    Tetbury Road
    Cirencester,GloucestershireGL7 6JJ
    AF
    No Relationship N A corporate match of employee donations 584,467
    Community Preparatory School
    135 Prairie Ave
    Providence,RI02907
    No Relationship PC Sponsor student 17,600
    Greater Twin Cities United Way
    404 South Eighth St
    Minneapolis,MN55404
    No Relationship PC corporate match for employee donation 200
    Grow Smart Rhode Island
    144 Westminster St
    No 303
    Providence,RI02903
    No Relationship PC assist with recovery of RI's economy 4,000
    Hasbro Childrens Hospital
    PO Box H
    Rhode Island Hospital Foundation
    Providence,RI02901
    No Relationship PC Every Child Every Day Campaign donation 500,000
    International Scholarship
    1321 Murfreesboro Pike
    Suite 800
    Nashville,TN37217
    No Relationship N A Scholarships 299,146
    Rhode Island Business Plan
    40 Westminster St
    Suite 702
    Providence,RI02903
    No Relationship PC annual donation to support organization 5,000
    Spencer Educational Foundation
    1407 Broadway
    29th Floor
    New York,NY10018
    No Relationship PC Scholarship 250,000
    Johnston Senior High School
    345 Cherry Hill Rd
    Johnston,RI02919
    No Relationship GOV scholarship 3,000
    The Common Ground Project
    One Union Station
    Providence,RI02903
    No Relationship PC annual donation 100,000
    United Way of King County
    720 Second Ave
    Seattle,WA98104
    No Relationship PC corporate match for employee donations 249,048
    United Way of Rhode Island
    50 Valley St
    Providence,RI02909
    No Relationship PC corporate match for employee donations 2,039,815
    United Way of Tri County
    46 Park St
    Framingham,MA01778
    No Relationship PC corporate match for employee donation 65,083
    The Common Ground Project
    527 Tom Miner Creek Rd
    Emigrant,MT59027
    No Relationship PC assist with project needs 5,000
    United Way of Greater Toronto
    26 Wellington St East
    12th Floor
    Toronto,OntarioM5E 1S2
    AF
    No Relationship N A corporate match of employee donations 26,786
    United Way of the Lower Mainland
    4543 Canada Way
    Burnaby,British ColumbiaV5G 4T4
    AF
    No Relationship N A corporate match of employee donations 9,760
    Western Fire Chiefs Assn
    25030 SW Parkway Ave
    Suite 330
    Wilsonville,OR97070
    No Relationship PC assistance with wildfires in Western US 150,000
    Woodlawn Fire Department
    10121 SPRINGFIELD PIKR
    CINCINNATI,OH45215
    No Relationship GOV Fire Grant 1,500
    Willington Fire Department
    PO BOX 161
    WILLINGTON,CT06279
    No Relationship GOV Fire Grant 1,282
    Wilbraham Fire Department
    2770 BOSTON ROAD
    Wilbraham,MA01095
    No Relationship GOV Fire Grant 2,036
    Westover Municipal Fire Department
    PO BOX 356
    Westover,AL35185
    No Relationship GOV Fire Grant 2,000
    American Township Fire Dept
    105 W MAIN ST
    ELIDA,OH45807
    No Relationship GOV Fire Grant 2,474
    Bath Fire Dept
    864 HIGH ST
    Bath,ME04530
    No Relationship GOV Fire Grant 3,000
    Beach Park Fire Protection District
    3233 N LEWIS AVE
    Beach Park,IL60087
    No Relationship GOV Fire Grant 1,744
    Benton Harbor Dept of Public Safety
    251 MARKET STREET
    BENTON HARBOR,MI49022
    No Relationship GOV Fire Grant 2,000
    Bisbee Fire Dept
    915 S TOVREAVILLE RD
    Bisbee,AZ85603
    No Relationship GOV Fire Grant 2,275
    Bolingbrook Fire Dept
    375 W BRIARCLIFF
    Boilngbrook,IL60440
    No Relationship GOV Fire Grant 1,645
    Booneville Fire Dept
    203 NORTH MAIN ST
    Booneville,MS38829
    No Relationship GOV Fire Grant 2,624
    Bordertown Township Fire District
    262 CROSSWICKS RD
    Bordertown,NJ08505
    No Relationship GOV Fire Grant 4,312
    Borough of Oakland
    1 MUNICIPAL PLAZA
    Oakland,NJ07436
    No Relationship GOV Fire Grant 3,000
    Buckeye Valley Fire District
    25206 W MC85
    Buckeye,AZ85326
    No Relationship GOV Fire Grant 2,756
    Bungay Fire Brigade
    1256 RTE 171
    Woodstock,CT06281
    No Relationship GOV Fire Grant 2,600
    Camden Fire Department
    PO BOX 7002
    Camden,SC29021
    No Relationship GOV Fire Grant 1,666
    Campbell County Rural Fire Service
    P O BOX 341
    LA FOLLETTE,TN37766
    No Relationship GOV Fire Grant 800
    Chandler Fire Department
    PO BOX 4008
    CHANDLER,AZ85244
    No Relationship GOV Fire Grant 9,250
    City of Batavia Fire Department
    18 EVANS ST
    BATAVIA,NY14020
    No Relationship GOV Fire Grant 1,638
    City of Eagle Pass
    2558 EL INDIO HWY
    EAGLE PASS,TX78852
    No Relationship GOV Fire Grant 2,290
    City of Franklin Fire Dept
    1800 THORNBURG LANE
    FRANKLIN,IN46131
    No Relationship GOV Fire Grant 1,020
    City of Gray Fire Dept
    PO BOX 443
    GRAY,GA31032
    No Relationship GOV Fire Grant 2,700
    City of Martin Fire Rescue EMS
    106 NEAL ST
    MARTIN,TN38237
    No Relationship GOV Fire Grant 3,000
    City of Memphis Div of Fire Service
    65 S FRONT ST
    MEMPHIS,TN38103
    No Relationship GOV Fire Grant 8,000
    City of Pikeville
    243 MAIN ST
    PIKEVILLE,KY41501
    No Relationship GOV Fire Grant 2,257
    City of Twin Falls
    PO BOX 1907
    TWIN FALLS,ID83303
    No Relationship GOV Fire Grant 1,674
    City of Youngstown Fire Dept
    420 MARTIN LUTHER KING JR BLVD
    YOUNGSTOWN,OH44502
    No Relationship GOV Fire Grant 1,662
    Clinton Co Office of Emergency Serv
    16 EMERGENCY SERVICES DR
    PLATTSBURGH,NY12903
    No Relationship GOV Fire Grant 3,513
    Colquitt Miller Fire Rescue
    154 WEST ST
    COLQUITT,GA39837
    No Relationship GOV Fire Grant 1,739
    Connecticut State Firefighters Assn
    44 CARLSON ROAD
    WEST HAVEN,CT06516
    No Relationship GOV Fire Grant 3,000
    Greenwood County Fire Service
    528 MONUMENT ST B24
    GREENWOOD,SC29646
    No Relationship GOV Fire Grant 3,045
    Groveland Fire Department
    181 MAIN ST
    GROVELAND,MA01834
    No Relationship GOV Fire Grant 3,120
    Conover Fire Department
    PO BOX 549
    CONOVER,NC28613
    No Relationship GOV Fire Grant 2,599
    Continental Volunteer Fire Dept
    103 EAST ELM STREET
    CONTINENTAL,OH45831
    No Relationship GOV Fire Grant 3,070
    Corry Regional Fire Company
    14 E SOUTH ST
    CORRY,PA16407
    No Relationship GOV Fire Grant 1,500
    County of Burlington
    53 ACADEMY DR
    WESTAMPTON,NJ08060
    No Relationship GOV Fire Grant 3,074
    Deptford Fire Dept
    1370 DELSEA DRIVE
    DEPTFORD,NJ08096
    No Relationship GOV Fire Grant 1,645
    Elbert Fire Protection District
    PO BOX 98
    ELBERT,CO80106
    No Relationship GOV Fire Grant 1,800
    Ellicott Creek Volunteer Fire Co
    45 SOUTH ELLICOTT CREEK ROAD
    AMHERST,NY14228
    No Relationship GOV Fire Grant 2,300
    Essex Office of the Fire Marshall
    29 WEST AVENUE
    ESSEX,CT06426
    No Relationship GOV Fire Grant 2,257
    Exeter Fire Dept
    305 TEN ROD RD
    EXETER,RI02822
    No Relationship GOV Fire Grant 2,500
    Fallowfield Township Vol Fire Co
    1660 ROUTE 481
    CHARLEROI,PA15022
    No Relationship GOV Fire Grant 2,458
    Falls Township Fire Marshalls Offic
    188 LINCOLN HIGHWAY
    FAIRLESS HILLS,PA19030
    No Relationship GOV Fire Grant 1,250
    Fire Museum of Maryland
    1301 York Road
    LUTHERVILLE,MD21093
    No Relationship PC Fire Grant 1,920
    Fitchburg Fire Dept
    5791 LACY ROAD
    FITCHBURG,WI53711
    No Relationship GOV Fire Grant 1,170
    Forest City Fire Rescue
    186 S CHURCH ST
    FOREST CITY,NC28043
    No Relationship GOV Fire Grant 2,000
    Franklin Fire Dept
    40 WEST CENTRAL STREET
    FRANKLIN,MA02038
    No Relationship GOV Fire Grant 2,054
    Glendive Fire Dept
    300 S MERRILL AVE
    GLENDIVE,MT59330
    No Relationship GOV Fire Grant 1,749
    Goshen Fire Dept
    209 N 3RD STREET
    GOSHEN,IN46526
    No Relationship GOV Fire Grant 1,645
    Goshen Township Fire and EMS Dept
    1849 ST RT 28
    GOSHEN,OH45122
    No Relationship GOV Fire Grant 2,700
    Grand Coteau Fire Dept
    PO BOX 497
    GRAND COTEAU,LA70541
    No Relationship GOV Fire Grant 1,482
    Hawaii Fire Dept
    25 AUPUNI STREET
    SUITE 2501
    HILO,HI96720
    No Relationship GOV Fire Grant 3,105
    Hialeah Fire Dept
    83 E 5TH ST
    HIALEAH,FL33010
    No Relationship GOV Fire Grant 3,602
    High Point Fire Dept
    434 S ELM ST
    HIGH POINT,NC27260
    No Relationship GOV Fire Grant 1,663
    Home Fire Sprinkler Coalition
    1 BATTERYMARCH PARK
    QUINCY,MA02169
    No Relationship PC Fire Grant 15,000
    Hoquiam Fire Dept
    625 8TH ST
    HOQUIAM,WA98550
    No Relationship GOV Fire Grant 2,280
    Jasper Highlands Fire Dept
    195 TURKEY TROT LANE
    JASPER,TN37347
    No Relationship GOV Fire Grant 1,333
    Jefferson Township Fire Dept
    6767 HAVENS CORNERS ROAD
    BLACKLICK,OH43004
    No Relationship GOV Fire Grant 1,665
    Jersey City Fire Dept
    715 SUMMIT AVE
    JERSEY CITY,NJ07307
    No Relationship GOV Fire Grant 2,756
    Kekoskee Fire Dept
    W3257 COUNTY ROAD TW
    MAYVILLE,WI53050
    No Relationship GOV Fire Grant 1,080
    Kinston Dept of Fire and Rescue
    PO DRAWER 339
    KINSTON,NC28502
    No Relationship GOV Fire Grant 2,250
    Kiowa Fire Protection District
    PO BOX 321
    KIOWA,CO80117
    No Relationship GOV Fire Grant 1,154
    La Crosse Fire Dept
    726 5TH AVENUE SOUTH
    LA CROSSE,WI54601
    No Relationship GOV Fire Grant 2,522
    Lansdale Borough
    1 VINE STREET
    LANSDALE,PA19446
    No Relationship GOV Fire Grant 3,000
    Lexington Fire Dept
    219 E 3RD ST
    LEXINGTON,KY40508
    No Relationship GOV Fire Grant 4,000
    Liberty Township Fire Dept
    PO BOX 2123
    CHESTERTON,IN46304
    No Relationship GOV Fire Grant 2,700
    Marshalltown Fire Dept
    909 S 2ND ST
    MARSHALLTOWN,IA50158
    No Relationship GOV Fire Grant 1,750
    Michigan City Fire Dept
    2510 E MICHIGAN BLVD
    MICHIGAN CITY,IN46360
    No Relationship GOV Fire Grant 2,600
    Mill Spring Fire Dept
    PO BOX 7
    MILL SPRING,NC28756
    No Relationship GOV Fire Grant 2,500
    Mount Gilead Fire Dept
    1 MUNICIPAL DR
    MOUT GILEAD,OH43338
    No Relationship GOV Fire Grant 2,011
    National Fallen Firefighters Founda
    PO DRAWER 498
    EMMITSBURG,MD21727
    No Relationship PC Fire Grant 10,000
    Newman Fire Dept
    1162 N STREET
    NEWMAN,CA95360
    No Relationship GOV Fire Grant 1,984
    NF Joint Fire District
    45 E BROAD ST
    NEWTON FALLS,OH44444
    No Relationship GOV Fire Grant 2,700
    Nittany Valley Fire Co
    PO BOX 508
    LAMAR,PA16848
    No Relationship GOV Fire Grant 2,252
    North Bannock Fire District
    444 E CHUBBUCK RD
    CHUBBUCK,ID83202
    No Relationship GOV Fire Grant 1,140
    Pasco County Fire Rescue
    4111 LAND O LAKES BLVD
    LAND O LAKES,FL34639
    No Relationship GOV Fire Grant 432
    Pittston Township Fire Dept
    79 BRYDEN ST
    PITTSTON TWP,PA18640
    No Relationship GOV Fire Grant 1,930
    Poquonnock Bridge Fire District
    373 LONG HILL ROAD
    GROTON,CT06340
    No Relationship GOV Fire Grant 1,800
    Prospect Park Fire Dept
    106 BROWN AVENUE
    PROSPECT PARK,NJ07508
    No Relationship GOV Fire Grant 1,800
    Putnam Township Fire Dept
    3250 W M36
    PINCKNEY,MI48169
    No Relationship GOV Fire Grant 1,986
    Rapid City Fire Dept
    10 MAIN ST
    RAPID CITY,SD57701
    No Relationship GOV Fire Grant 3,395
    Ravenna Township Fire Dept
    6115 SOUTH SPRING STREET
    RAVENNA,OH44266
    No Relationship GOV Fire Grant 4,664
    Richton Park Fire Dept
    4455 SAUK TRAIL
    RICHTON PARK,IL60471
    No Relationship GOV Fire Grant 3,000
    Rio Rancho Fire Rescue
    1526 STEPHANIE ROAD SE
    RIO RANCHO,NM87124
    No Relationship GOV Fire Grant 1,645
    Roanoke Rapids Fire Dept
    643 ROANOKE AVE
    ROANOKE RAPIDS,NC27870
    No Relationship GOV Fire Grant 2,000
    Robertsdale Fire Dept
    P O BOX 1054
    ROBERTSDALE,AL36567
    No Relationship GOV Fire Grant 3,312
    Rockford Fire Dept
    204 S 1ST ST
    ROCKFORD,IL61104
    No Relationship GOV Fire Grant 3,000
    Sabattus Fire Dept
    54 LEBEL LANE
    LITCHFIELD,ME04350
    No Relationship GOV Fire Grant 2,000
    Safe Kids
    320 S WALNUT ST
    APPLETON,WI54911
    No Relationship SO I Fire Grant 2,700
    Shoshone Bannock Tribes Fire EMS
    PO BOX 306
    FORT HALL,ID83203
    No Relationship GOV Fire Grant 2,500
    Silver City Fire Dept
    1203 N HUDSON ST
    SILVER CITY,NM88061
    No Relationship GOV Fire Grant 3,100
    Snow Camp Fire Dept
    8416 SNOW CAMP ROAD
    SNOW CAMP,NC27349
    No Relationship GOV Fire Grant 737
    So Madison County Fire District
    175 LANDVIEW DR
    CANTON,MS39046
    No Relationship GOV Fire Grant 900
    St Augustine Fire Dept
    101 MALAGA ST
    ST AUGUSTINE,FL32084
    No Relationship GOV Fire Grant 3,000
    Steese Fire Dept
    800 WILLIAM C LEARY LANE
    FAIRBANKS,AK99712
    No Relationship GOV Fire Grant 2,000
    Susanville Fire Dept
    1505 MAIN ST
    SUSANVILLE,CA96130
    No Relationship GOV Fire Grant 1,197
    Sussex County Public Safety
    15080 COURTHOUSE RD
    SUSSEX,VA23884
    No Relationship GOV Fire Grant 3,212
    Tallmadge Fire Dept
    85 W OVERDALE DRIVE
    TALLMADGE,OH44278
    No Relationship GOV Fire Grant 3,780
    The Los Angeles Fire Dept Foundatio
    1700 STADIUM WAY
    LOS ANGELES,CA90014
    No Relationship PC Fire Grant 2,500
    Topsfield Fire Dept
    27 HIGH ST
    TOPSFIELD,MA01983
    No Relationship GOV Fire Grant 1,400
    Town of Farmington Fire Dept
    1 MONTIETH DRIVE
    FARMINGTON,CT06032
    No Relationship GOV Fire Grant 2,454
    Town of Killingly Fire Marshals Off
    172 MAIN STREET
    KILLINGLY,CT06239
    No Relationship GOV Fire Grant 3,000
    Town of Leland
    102 TOWN HALL DRIVE
    LELAND,NC28451
    No Relationship GOV Fire Grant 3,000
    Town of St Johnsbury Fire Dept
    1187 MAIN ST
    ST JOHNSBURY,VT05819
    No Relationship GOV Fire Grant 3,831
    Truro Township Fire Dept
    6900 E MAIN ST
    REYNOLDSBURG,OH43068
    No Relationship GOV Fire Grant 2,000
    Tyler Mountain Fire Dept
    PO BOX 7537
    CROSS LANES,WV25356
    No Relationship GOV Fire Grant 1,950
    W PA Firefighters Memorial Honor Gu
    501 STOKES AVENUE
    BRADDOCK,PA15104
    No Relationship PC Fire Grant 2,730
    University Park Fire Dept
    698 BURNHAM DRIVE
    UNIVERSITY PARK,IL60484
    No Relationship GOV Fire Grant 1,124
    Upper Makefield Fire
    1221 TAYLORSVILLE RD
    WASHINGTON CROSSING,PA18977
    No Relationship GOV Fire Grant 2,026
    Village of La Grange Fire Dept
    300 W BURLINGTON AVE
    LA GRANGE,IL60525
    No Relationship GOV Fire Grant 2,300
    Village of Lombard Fire Dept
    50 E ST CHARLES RD
    LOMBARD,IL60148
    No Relationship GOV Fire Grant 2,731
    Wallingford Fire Marshals Office
    75 MASONIC AVE
    WALLINGFORD,CT06492
    No Relationship GOV Fire Grant 4,000
    Warrenville Fire District
    3S472 BATAVIA ROAD
    WARRENVILLE,IL60555
    No Relationship GOV Fire Grant 2,345
    Washington Township Fire Dept
    6200 EITERMAN RD
    DUBLIN,OH43016
    No Relationship GOV Fire Grant 1,937
    West Manchester Township Fire Dept
    380 EAST BERLIN RD
    YORK,PA17408
    No Relationship GOV Fire Grant 2,338
    Westborough Fire Dept
    42 MILK ST
    WESTBOROUGH,MA01581
    No Relationship GOV Fire Grant 2,538
    Total .................................bullet 3a 7,603,963
    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     0   0 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    f     0   0 0
        0   0 0
    gFees and contracts from government agencies          
    2 Membership dues and assessments....   0   0 0
    3 Interest on savings and temporary cash
    investments ...........
      0 14 2,436 0
    4 Dividends and interest from securities....   0 14 53,794 0
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......   0   0 0
    bNot debt-financed property.....   0   0 0
    6 Net rental income or (loss) from personal property   0   0 0
    7 Other investment income.....   0   0 0
    8 Gain or (loss) from sales of assets other than
    inventory ............
      0   0 0
    9 Net income or (loss) from special events:   0   0 0
    10 Gross profit or (loss) from sales of inventory   0   0 0
    11 Other revenue:
    a  
      0   0 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    12 Subtotal. Add columns (b), (d), and (e).. 0 56,230 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    56,230
    (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: 20012075
    Software Version: V1.0
    Part VI Line 7 - Tax Paid with the Original Return: 0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    FM GLOBAL FOUNDATION
     
    Employer identification number

    22-2773230
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    FM GLOBAL FOUNDATION
     
    Employer identification number
    22-2773230
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    Subramaniam Family Foundation
    155 Grotto Avenue
     
    Providence, RI02906

    $ 42,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    Factory Mutual Insurance Company
     
    270 Central Avenue
     
    Johnston, RI02919

    $ 9,926,425


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    FM GLOBAL FOUNDATION
     
    Employer identification number

    22-2773230
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    Net proceeds of securities contributed and sold on same day $ 9,926,425 2020-12-11
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    FM GLOBAL FOUNDATION
     
    Employer identification number

    22-2773230
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 OtherExpensesSchedule
    Name:
    FM GLOBAL FOUNDATION
    EIN:
    22-2773230
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Miscellaneous Expenses 12,879 0 0 0
    Benevity Software and Fees 131,197 0 0 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    FM GLOBAL FOUNDATION
    EIN:
    22-2773230
    Software ID:
    20012075
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Scholarship Fees 6,848 0 0 6,848
    Custodial Fees 20,000 20,000 0 0


    TY 2020 SubstantialContributorsSch
    Name:
    FM GLOBAL FOUNDATION
    EIN:
    22-2773230
    Software ID:
    20012075
    Software Version:
    V1.0
    Name Address
    Factory Mutual Insurance Company
     
    270 Central Ave
    Johnston,RI02919


    TY 2020 TaxesSchedule
    Name:
    FM GLOBAL FOUNDATION
    EIN:
    22-2773230
    Software ID:
    20012075
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Taxes 1,855 0 0 0