Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE GARFIELD FOUNDATION
C/O BALDWIN BROTHERS
Number and street (or P.O. box number if mail is not delivered to street address)204 SPRING STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MARION, MA02738
A Employer identification number

22-2285358
B Telephone number (see instructions)

(508) 748-0800
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$32,953,024J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 727,335 535,492  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 46,491
b Gross sales price for all assets on line 6a 10,261,492
7 Capital gain net income (from Part IV, line 2)... 18,902
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)....... Click to see attachment 25,000 0  
12 Total. Add lines 1 through 11........ 798,826 554,394  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,000 0   20,000
14 Other employee salaries and wages...... 1,051,584 0   1,051,584
15 Pension plans, employee benefits....... 168,126 0   168,126
16a Legal fees (attach schedule)......... Click to see attachment 9,738 7,304   2,434
b Accounting fees (attach schedule)....... Click to see attachment 58,356 43,767   14,589
c Other professional fees (attach schedule).... Click to see attachment 171,760 171,338   422
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 163,359 11,550   72,166
19 Depreciation (attach schedule) and depletion... 3,920 0  
20 Occupancy.............. 45,338 0   45,338
21 Travel, conferences, and meetings....... 1,283 0   1,283
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 136,617 17,688   136,617
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,830,081 251,647   1,512,559
25 Contributions, gifts, grants paid....... 3,483,837 3,483,837
26 Total expenses and disbursements. Add lines 24 and 25 5,313,918 251,647   4,996,396
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,515,092
b Net investment income (if negative, enter -0-) 302,747
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 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............. 312,639 141,710 141,710
2 Savings and temporary cash investments......... 1,734,532 886,744 886,744
3 Accounts receivable bullet532,763
Less: allowance for doubtful accounts bullet   13,189 532,763 532,763
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 992,810 0 0
b Investments—corporate stock (attach schedule)....... 19,872,403 Click to see attachment24,256,655 24,256,655
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 10,669,473 Click to see attachment7,120,302 7,120,302
14 Land, buildings, and equipment: basis bullet62,865
Less: accumulated depreciation (attach schedule) bullet49,425 11,611 13,440 13,440
15 Other assets (describe bullet) Click to see attachment5,250 Click to see attachment1,410 Click to see attachment1,410
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 33,611,907 32,953,024 32,953,024
Liabilities 17 Accounts payable and accrued expenses.......... 120,350 210,882
18 Grants payable................. 148,000 429,733
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment96,295 Click to see attachment234,083
23 Total liabilities (add lines 17 through 22)......... 364,645 874,698
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........ 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 33,247,262 32,078,326
29 Total net assets or fund balances (see instructions)..... 33,247,262 32,078,326
30 Total liabilities and net assets/fund balances (see instructions). 33,611,907 32,953,024
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
33,247,262
2
Enter amount from Part I, line 27a .....................
2
-4,515,092
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,346,156
4
Add lines 1, 2, and 3 ..........................
4
32,078,326
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
32,078,326
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 AVALONBAY CMNTYS INC COM P 2017-02-08 2020-04-13
b CISCO SYSTEMS INC P 2019-06-19 2020-02-24
c COHEN & STEERS LTD DURATION PFD & INCOME P 2012-11-27 2020-03-23
d SPDR GOLD TRUST P 2020-01-01 2020-12-31
e DANAHER CORP COM P 2018-04-10 2020-12-07
DISNEY WALT CO DISNEY COM P 2018-04-10 2020-10-22
FIDELITY CONTRA FUND P 2019-07-31 2020-03-30
GOLDMAN SACHS ETF TR TREASURYACCESS P 2019-06-19 2020-12-07
HASBRO INC COM P 2016-09-29 2020-02-24
HEXCEL CORP NEW COM P 2017-02-07 2020-04-22
HORACE MANN EDUCATORS CORP P 2017-05-12 2020-10-22
IDEXX LABS INC COM P 2018-03-31 2020-12-07
INTEL CORP COM P 2020-03-25 2020-10-22
JP MORGAN SMALL-CAP GROWTH FUND P 2020-01-17 2020-03-30
MCCORMICK & CO INC COM NON VTG P 2018-02-21 2020-12-07
MSCI INC COM P 2017-03-27 2020-12-07
PAYPAL HLDGS INC COM P 2015-08-27 2020-12-07
PRUDENTIAL ABSOLUTE RETURN BOND FUND CLASS Z P 2007-09-01 2020-03-16
TJX COMPANIES INC (NEW) P 2020-02-24 2020-12-07
WASARCG MICRO-CAP FUND INSITUTIONAL CLASS P 2020-02-24 2020-03-30
WILLIAM BLAIR SMALL MID CAP GROWTH FUND P 2019-06-19 2020-03-30
ST CAP GAINS/LOSSES - PASSTHRU P 2020-01-01 2020-12-31
LT CAP GAINS/LOSSES - PASSTHRU P 2019-01-01 2020-12-31
FIR TREE CAPITAL OPPORTUNITY FUND P 2019-01-01 2020-12-31
INCOME & IMPACT FUND P 2019-01-01 2020-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 339,597   368,006 -28,409
b 369,011   461,437 -92,426
c 272,325   476,217 -203,892
d 1,653   1,439 214
e 361,378   159,116 202,262
379,816   433,041 -53,225
895,469   1,000,020 -104,551
1,062,751   1,065,814 -3,063
434,083   390,319 43,764
154,834   288,322 -133,488
308,620   326,826 -18,206
639,933   383,543 256,390
146,468   143,257 3,211
381,162   500,000 -118,838
280,788   159,232 121,556
521,116   119,955 401,161
302,982   47,981 255,001
1,806,911   2,044,044 -237,133
407,070   360,100 46,970
359,355   500,000 -140,645
755,564   950,000 -194,436
    765 -765
1,236     1,236
    47,912 -47,912
    15,244 -15,244
79,370     79,370
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       -28,409
b       -92,426
c       -203,892
d       214
e       202,262
      -53,225
      -104,551
      -3,063
      43,764
      -133,488
      -18,206
      256,390
      3,211
      -118,838
      121,556
      401,161
      255,001
      -237,133
      46,970
      -140,645
      -194,436
      -765
      1,236
      -47,912
      -15,244
      79,370
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 18,902
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 4,208
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 4,208
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 4,208
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 41,666
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 41,666
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 37,458
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet37,458 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA, MA, NJ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW. GARFIELDFOUNDATION.ORG
    14
    The books are in care ofbulletBALDWIN BROTHERS Telephone no.bullet (508) 748-0800

    Located atbullet204 SPRING STREETMARIONMA ZIP+4bullet02738
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BINA GARFIELD VICE PRESIDENT
    10.00     		10,000 0 0
    C/O BALDWIN BROTHERS 204 SPRING ST
    MARION,MA02738
    MICHAEL BALDWIN PRESIDENT
    10.00     		10,000 0 0
    C/O BALDWIN BROTHERS 204 SPRING ST
    MARION,MA02738
    TAYLOR BALDWIN TREASURER
    10.00     		0 0 0
    C/O BALDWIN BROTHERS 204 SPRING ST
    MARION,MA02738
    JENNIE CURTIS SECRETARY
    10.00     		0 0 0
    C/O BALDWIN BROTHERS 204 SPRING ST
    MARION,MA02738
    JEREMIAH SHASHA MARQUEZ TRUSTEE
    10.00     		0 0 0
    C/O BALDWIN BROTHERS 204 SPRING ST
    MARION,MA02738
    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
    JENNIE CURTIS EXCUTIVE DIRECTOR
    40.00     		223,366 37,306 0
    C/O BALDWIN BROTHERS 204 SPRING ST
    MARION,MA02738
    RUTH E ROMINGER INFO & NTWK DESIGN D
    40.00     		195,487 20,958 0
    C/O BALDWIN BROTHERS 204 SPRING ST
    MARION,MA02738
    JENNIFER BERMAN TRAINING & PARTNERSH
    40.00     		163,200 16,320 0
    C/O BALDWIN BROTHERS 204 SPRING ST
    MARION,MA02738
    ELENI L SOTOS PROGRAM OFFICER
    40.00     		146,880 23,870 0
    C/O BALDWIN BROTHERS 204 SPRING ST
    MARION,MA02738
    MOTAZ ATTALLA PROG. COORDINATOR, C
    40.00     		104,723 36,258 0
    C/O BALDWIN BROTHERS 204 SPRING ST
    MARION,MA02738
    Total number of other employees paid over $50,000...................bullet 7
    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
    BALDWIN BROTHERS INC INVESTMENT MANAGEMENT 171,338
    204 SPRING ST
    MARION,MA02738
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 FUNDS RECEIVED ARE USED TO PAY ADMINISTRATION EXPENSES, AND THE BALANCE IS DISTRIBUTED TO QUALIFIED CHARITABLE ORGANIZATIONS UNDER THE INTERNAL RENVENUE CODE.THE ORGANIZATION'S PRIMARY ACITIVITY IS TO SUPPORT BY CONTRIBUTIONS, OTHER ORGANIZATIONS QUALIFYING FOR EXEMPTION UNDER 501(C)(3) OF THE INTERNAL REVENUW CODE. THE TRUSTEES CHOOSE THESE ORGANIZATIONS BASED UPON THEIR KNOWLEDGE OF THE ORGANIZATIOS' ACTIVITIES. NO CONTRIBUTIONS, GRANTS, GIFTS,LOANS ETC. ARE MADE TO INDIVIDUALS. 3,483,837
    2 COLLABORATIVE NETWORK PROJECT 118,441
    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.........................bullet0
    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
    29,015,064
    b
    Average of monthly cash balances.......................
    1b
    2,328,550
    c
    Fair market value of all other assets (see instructions)................
    1c
    274,386
    d
    Total (add lines 1a, b, and c).........................
    1d
    31,618,000
    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
    31,618,000
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    474,270
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    31,143,730
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,557,187
    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
    1,557,187
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,208
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,208
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,552,979
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,552,979
    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
    1,552,979
    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
    4,996,396
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    4,996,396
    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
    4,996,396
    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 1,552,979
    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...... 3,847,318
    b From 2016...... 3,054,975
    c From 2017...... 2,946,552
    d From 2018...... 3,409,535
    e From 2019......  
    fTotal of lines 3a through e........ 13,258,380
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 4,996,396
    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..... 1,552,979
    e Remaining amount distributed out of corpus 3,443,417
    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 16,701,797
    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) ...     		3,847,318
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		12,854,479
    10 Analysis of line 9:
    a Excess from 2016.... 3,054,975
    b Excess from 2017.... 2,946,552
    c Excess from 2018.... 3,409,535
    d Excess from 2019....  
    e Excess from 2020.... 3,443,417
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ELENI SOTOS PROGRAM ASSISTANT
    936 DEWING AVENUE STE 1
    LAFAYETTE,CA94549
    (925) 385-0314
    bThe form in which applications should be submitted and information and materials they should include:
    QUALIFYING NONPROFIT ORGANIZATIONS WISHING TO INQUIRE ABOUT APPLYING FOR A GRANT MUST SEND A BRIEF EMAIL SUMMARIZING THE PROJECT CONCEPT TO INQUIRY@GARFIELDFOUNDATION.ORG. IF THE ORGANIZATION IS INVITED TO APPLY FOR A GRANT, THE FOUNDATION WILL PROVIDE SPECIFIC PROPOSAL GUIDELINES.
    cAny submission deadlines:
    PROPOSAL SUBMISSION DEADLINES VARY PER APPLICANT.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE ORGANIZATIONS AWARDS GRANTS IN TWO KEY AREAS: ENVIRONMENTAL SUSTAINABILITY AND COMMUNITY REVITALIZATION, AND SUPPORTS PROJECTS PRIMARILY WITHIN THE UNITED STATES, WITH THE EXCEPTION OF ITS BIODIVERSITY CONSERVATION PROGRAMS.
    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
    EDUCACION AMBIENTAL UMA AC
    CAMINO AL CASTELLANO 4 SAN MATEO
    ACATITLAN
    VALLE DE BRAVO   51200
    MX     		NOT RELATED PC EXEMPT PURPOSES 35,000
    TOXICS ACTION CENTER
    294 WASHINGTON ST STE 500
    BOSTON,MA02108     		NOT RELATED PC EXEMPT PURPOSES 1,500
    INT'L HONORS PROGRAMWORLD LEARNING
    19 BRADDOCK PARK
    BOSTON,MA02116     		NOT RELATED PC EXEMPT PURPOSES 2,500
    LIONHEART FOUNDATION THE
    PO BOX 170115
    BOSTON,MA02117     		NOT RELATED PC EXEMPT PURPOSES 1,000
    ARTISTS FOR HUMANITY
    100 W 2ND STREET
    BOSTON,MA02127     		NOT RELATED PC EXEMPT PURPOSES 1,000
    CLEAN PRODUCTION ACTION INC
    1310 BROADWAY SUITE 101
    SOMERVILLE,MA02144     		NOT RELATED PC EXEMPT PURPOSES 870,117
    SUSTAINABLE CAPE
    8 TRURO CENTER ROAD PO BOX 988
    TRURO,MA02666     		NOT RELATED PC EXEMPT PURPOSES 10,000
    MARION INSTITUTE THE
    202 SPRING STREET
    MARION,MA02738     		NOT RELATED PC EXEMPT PURPOSES 32,000
    SIPPICAN LANDS TRUST
    354 FRONT STREET PO BOX 848
    MARION,MA02738     		NOT RELATED PC EXEMPT PURPOSES 1,000
    WOMEN'S FUND
    135 UNION STREET
    NEW BEDFORD,MA02740     		NOT RELATED PC EXEMPT PURPOSES 1,000
    COMMUNITY FOUNDATION OF SE MASSACHUSETTS
    63 UNION STREET
    NEW BEDFORD,MA02740     		NOT RELATED PC EXEMPT PURPOSES 3,500
    NATIVITY PREPARATORY SCHOOL
    66 SPRING STREET
    NEW BEDFORD,MA02740     		NOT RELATED PC EXEMPT PURPOSES 5,000
    NEW BEDFORD SYMPHONY ORCHESTRA
    128 UNION STREET SUITE 2
    NEW BEDFORD,MA02740     		NOT RELATED PC EXEMPT PURPOSES 4,000
    NEW BEDFORD WHALING MUSEUM
    18 JOHNNY CAKE HILL
    NEW BEDFORD,MA02740     		NOT RELATED PC EXEMPT PURPOSES 1,000
    OUR SISTERS SCHOOL
    145 BROWNELL AVENUE
    NEW BEDFORD,MA02740     		NOT RELATED PC EXEMPT PURPOSES 5,500
    ALMA DEL MAR
    515 BELLEVILLE AVENUE
    NEW BEDFORD,MA02746     		NOT RELATED PC EXEMPT PURPOSES 500
    MEADOWBROOK WALDORF SCHOOL
    1157 SOUTH ROAD
    WAKEFIELD,RI02879     		NOT RELATED PC EXEMPT PURPOSES 1,500
    INSTITUTE FOR STRATEGIC CLARITY
    540 ABBOT HILL RD
    WILTON,NH03086     		NOT RELATED PC EXEMPT PURPOSES 30,000
    UNIVERSITY OF NEW HAMPSHIRE FOUNDATION
    ELLIOTT ALUMNI CENTER 9 EDGEWOOD
    ROAD
    DURHAM,NH03824     		NOT RELATED PC EXEMPT PURPOSES 50,000
    ENERGY ACTION NETWORK
    17 STATE STREET SUITE 205
    MONTPELIER,VT05602     		NOT RELATED PC EXEMPT PURPOSES 65,000
    VERMONTERS FOR A CLEAN ENVIRONMENT
    789 BAKER BROOK ROAD
    DANBY,VT05739     		NOT RELATED PC EXEMPT PURPOSES 5,000
    STERLING COLLEGE
    16 STERLING DRIVE PO BOX 72
    CRAFTSBURY COMMON,VT05827     		NOT RELATED PC EXEMPT PURPOSES 10,000
    CAPITAL INSTITUTE
    73 ARCH STREET
    GREENWICH,CT06830     		NOT RELATED PC EXEMPT PURPOSES 50,000
    LABOR INSTITUTE
    817 BROADWAY 6TH FLOOR
    NEW YORK,NY10003     		NOT RELATED PC EXEMPT PURPOSES 194,872
    ACLU FOUNDATION
    C/O GIFT PROCESSING DEPT 125 BROAD
    STREET 18TH FL
    NEW YORK,NY10004     		NOT RELATED PC EXEMPT PURPOSES 5,000
    ENVIRONMENTAL GRANTMAKERS ASSOCIATION
    475 RIVERSIDE DRIVE STE 960
    NEW YORK,NY10115     		NOT RELATED PC EXEMPT PURPOSES 8,785
    ANTI-DEFAMATION LEAGUE OF LOS ANGELES
    605 THIRD AVENUE
    NEW YORK,NY10158     		NOT RELATED PC EXEMPT PURPOSES 3,000
    RESEARCH INSTITUTE FOR WALDORF EDUCATION
    351 FAIRWAY AVENUE UNIT 625
    HUDSON,NY12534     		NOT RELATED PC EXEMPT PURPOSES 5,000
    CHILDREN'S ENVIRONMENTAL HEALTH NETWORK
    110 MARYLAND AVENUE NE SUITE 404
    WASHINGTON,DC20002     		NOT RELATED PC EXEMPT PURPOSES 244,872
    URBAN SUSTAINABILITY DIRECTORS NETWORK
    700 12TH ST NW STE 700
    WASHINGTON,DC20005     		NOT RELATED PC EXEMPT PURPOSES 50,000
    GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
    1310 L STREET NW SUITE 650
    WASHINGTON,DC20005     		NOT RELATED PC EXEMPT PURPOSES 1,390
    GOV'T ACCOUNTABILITY PROJECT (GAP)
    1612 K STREET NW SUITE 1100
    WASHINGTON DC,MD20006     		NOT RELATED PC EXEMPT PURPOSES 2,000
    NETWORK FOR GOOD INC
    1140 CONNECTICUT AVENUE NW 700
    WASHINGTON DC,MD20036     		NOT RELATED PC EXEMPT PURPOSES 1,000
    FEEDING AMERICA
    PO BOX 96749
    WASHINGTON DC,MD20090     		NOT RELATED PC EXEMPT PURPOSES 3,000
    VIRGINIA ORGANIZING INC
    PO BOX 1323
    LAUREL,MD20725     		NOT RELATED PC EXEMPT PURPOSES 3,750
    DOCTORS WITHOUT BORDERS
    PO BOX 5030 HAGERSTOWN
    HAGERSTOWN,MD21741     		NOT RELATED PC EXEMPT PURPOSES 2,500
    MUSTARD SEED THE
    PO BOX 88
    WASHINGTON,VA22747     		NOT RELATED PC EXEMPT PURPOSES 10,000
    SUN MAGAZINE THE
    412 WEST ROSEMARY STREET
    CHAPEL HILL,NC27514     		NOT RELATED PC EXEMPT PURPOSES 3,000
    FUNDERS' NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES
    6705 SW 57TH AVENUE SUITE 700
    CAROL GABLES,FL33143     		NOT RELATED PC EXEMPT PURPOSES 57,000
    SO POVERTY LAW CENTER
    400 WASHINGTON AVENUE
    MONTGOMERY,AL36104     		NOT RELATED PC EXEMPT PURPOSES 10,000
    ALLIED MEDIA PROJECTS
    4126 THIRD STREET DETROIT
    DETROIT,MN48201     		NOT RELATED PC EXEMPT PURPOSES 50,000
    MINNEAPOLIS FOUNDATION
    800 IDS CENTER 80 S 8TH ST
    MINNEAPOLIS,MN55402     		NOT RELATED PC EXEMPT PURPOSES 585,000
    HONOR THE EARTH
    607 MAIN AVENUE PO BOX 63
    CALLAWAY,MN56521     		NOT RELATED PC EXEMPT PURPOSES 1,000
    DEEP SOUTH CENTER FOR ENVIRO JUSTICE
    9801 LAKE FOREST BOULEVARD
    NEW ORLEANS,LA70127     		NOT RELATED PC EXEMPT PURPOSES 2,000
    WINROCK INTERNATIONAL
    2101 RIVERFRONT DRIVE
    LITTLE ROCK,AR72202     		NOT RELATED PC EXEMPT PURPOSES 75,000
    GLOBAL GREENGRANTS FUND
    2840 WILDERNESS PLACE
    SUITE A BOULDER,CO80301     		NOT RELATED PC EXEMPT PURPOSES 3,000
    COMMUNITY FOUNDATION OF BOULDER COUNTY
    1123 SPRUCE ST
    BOULDER,CO80302     		NOT RELATED PC EXEMPT PURPOSES 10,000
    NARRATIVE ENNEAGRAM THE
    PO BOX 4114
    BOULDER,CO80306     		NOT RELATED PC EXEMPT PURPOSES 5,000
    SAVE THE COLORADO RIVER
    PO BOX 1066 FORT COLLINS
    FORT COLLINS,CO80522     		NOT RELATED PC EXEMPT PURPOSES 5,000
    COLORADO PLATEAU FOUNDATION
    113 E BIRCH AVENUE
    FLAGSTAFF,AZ86001     		NOT RELATED PC EXEMPT PURPOSES 3,000
    ALLIANCE FOR THE EARTH
    C/O ALLIANCE FOR THE EARTH PO BOX
    8031
    SANTA FE,NM87504     		NOT RELATED PC EXEMPT PURPOSES 1,000
    STRATEGIC CONCEPTS ORGANIZING POLICY EDUCATION
    1715 W FLORENCE AVE
    LOS ANGELES,CA90004     		NOT RELATED PC EXEMPT PURPOSES 40,000
    PLANNED PARENTHOOD LOS ANGELES
    400 WEST 30TH STREET
    LOS ANGELES,CA90007     		NOT RELATED PC EXEMPT PURPOSES 15,000
    JEWISH FAMILY SERVICES - LOS ANGELES
    3580 WILSHIRE BOULEVARD SUITE 700
    LOS ANGELES,CA90010     		NOT RELATED PC EXEMPT PURPOSES 7,500
    SOUTHERN CALIFORNIA GRANTMAKERS
    1000 N ALAMEDA ST STE 230
    LOS ANGELES,CA90012     		NOT RELATED PC EXEMPT PURPOSES 1,100
    LOS ANGELES ALLIANCE FOR A NEW ECONOMY
    464 LUCAS AVE SUITE 202
    LOS ANGELES,CA90017     		NOT RELATED PC EXEMPT PURPOSES 50,000
    LA REGIONAL FOOD BANK
    1734 EAST 41ST STREET
    LOS ANGELES,CA90058     		NOT RELATED PC EXEMPT PURPOSES 8,000
    TREE PEOPLE INC
    12601 MULHOLLAND DRIVE
    BEVERLY HILLS,CA90210     		NOT RELATED PC EXEMPT PURPOSES 50,000
    LOS ANGELES WATERKEEPER
    120 BROADWAY SUITE 105
    SANTA MONICA,CA90401     		NOT RELATED PC EXEMPT PURPOSES 40,000
    HEAL THE BAY
    1444 9TH STREET
    SANTA MONICA,CA90401     		NOT RELATED PC EXEMPT PURPOSES 40,000
    PASADENA SENIOR CENTER
    85 EAST HOLLY STREET
    PASADENA,CA91103     		NOT RELATED PC EXEMPT PURPOSES 5,500
    CANCER SUPPORT COMMUNITY PASADENA
    76 E DEL MARK BOULEVARD SUITE 215
    PASADENA,CA91105     		NOT RELATED PC EXEMPT PURPOSES 5,500
    HUNTINGTON CANCER CENTER
    100 W CALIFORNIA BLVD
    PASADENA,CA91105     		NOT RELATED PC EXEMPT PURPOSES 5,000
    PASADENA HUMANE SOCIETY
    361 S RAYMOND AVENUE
    PASADENA,CA91105     		NOT RELATED PC EXEMPT PURPOSES 2,500
    CONVALESCENT AID SOCIETY
    3255 E FOOTHILL BLVD
    PASADENA,CA91107     		NOT RELATED PC EXEMPT PURPOSES 2,500
    PACOIMA BEAUTIFUL
    13520 VAN NUYS BLVD STE 200
    PACOINA,CA91331     		NOT RELATED PC EXEMPT PURPOSES 30,000
    SUSAN LOVE BREAST CANCER FOUNDATION
    16133 VENTURA BLVD SUITE 1000
    ENCINO,CA91436     		NOT RELATED PC EXEMPT PURPOSES 5,000
    NATURE FOR ALL
    1817 JACKSON AVE RM 2
    SAN GABRIEL,CA91776     		NOT RELATED PC EXEMPT PURPOSES 50,000
    RAINFOREST ACTION NETWORK
    425 BUSH STREET SUITE 300
    SAN FRANCISCO,CA94108     		NOT RELATED PC EXEMPT PURPOSES 8,500
    BIODIVERSITY FUNDERS GROUP
    PO BOX 29361
    SAN FRANCISCO,CA94129     		NOT RELATED PC EXEMPT PURPOSES 7,000
    THOUSAND CURRENTS ACADEMY
    PO BOX 10920
    OAKLAND,CA94610     		NOT RELATED PC EXEMPT PURPOSES 3,079
    CENTER FOR ENVIRONMENTAL HEALTH
    2201 BROADWAY SUITE 302
    OKLAND,CA94612     		NOT RELATED PC EXEMPT PURPOSES 184,872
    COMMON FUTURE
    2323 BROADWAY
    OAKLAND,CA94612     		NOT RELATED PC EXEMPT PURPOSES 75,000
    STORY OF STUFF PROJECT THE
    1442A WALNUT STREET
    BERKELEY,CA94709     		NOT RELATED PC EXEMPT PURPOSES 2,000
    INQUIRING SYSTEMS INC
    101 BROOKWOOD AVENUE
    SANTA ROSE,CA95404     		NOT RELATED PC EXEMPT PURPOSES 60,000
    EARTH ISLAND INSTITUTE
    EARTH ISLAND INSTITUTE PO BOX 2195
    VASHON,WA98070     		NOT RELATED PC EXEMPT PURPOSES 2,000
    GIRAFFE PROJECT
    197 SECOND STREET PO BOX 759
    LANGLEY,WA98260     		NOT RELATED PC EXEMPT PURPOSES 2,500
    MAKEWAY CHARITABLE SOCIETY
    163 W HASTINGS ST 400
      VANCOUVERCE V6B 1H5
    CA     		NOT RELATED PC EXEMPT PURPOSES 50,000
    FORUM FOR THE FUTURE
    FAO MADELEINE WILD 19-23 OVERSEAS
    HOUSE IRONMONGER ROW
      LONDONEC1V 3QN
    UK     		NOT RELATED PC EXEMPT PURPOSES 100,000
    CAROLD INSTITUTE
    600-123 SLATER STREET
      OTTAWAON K1P 5H2
    CA     		NOT RELATED PC EXEMPT PURPOSES 100,000
    Total .................................bullet 3a 3,483,837
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 727,335  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 46,491  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSERVICE REVENUE     		        25,000
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 773,826 25,000
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    798,826
    (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.)
    11A COURSE DESIGN & ORGANIZING SERVICES
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE GARFIELD FOUNDATION
     
    C/O BALDWIN BROTHERS
    EIN:
    22-2285358
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKKEEPING 18,000 13,500   4,500
    ACCOUNTING FEES 40,356 30,267   10,089

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE GARFIELD FOUNDATION
     
    C/O BALDWIN BROTHERS
    EIN:
    22-2285358
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS 22,465,604 22,465,604
    EXCHANGE TRADED FUNDS 1,791,051 1,791,051

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE GARFIELD FOUNDATION
     
    C/O BALDWIN BROTHERS
    EIN:
    22-2285358
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL BOND FUND AT COST 5,728,350 5,728,350
    PRIVATE INVESTMENTS AT COST 1,391,952 1,391,952

    TY 2020 LegalFeesSchedule
    Name:
    THE GARFIELD FOUNDATION
     
    C/O BALDWIN BROTHERS
    EIN:
    22-2285358
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 9,738 7,304   2,434


    TY 2020 OtherAssetsSchedule
    Name:
    THE GARFIELD FOUNDATION
     
    C/O BALDWIN BROTHERS
    EIN:
    22-2285358
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSIT 5,250 1,410 1,410


    TY 2020 OtherExpensesSchedule
    Name:
    THE GARFIELD FOUNDATION
     
    C/O BALDWIN BROTHERS
    EIN:
    22-2285358
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COLABORATIVE NETWORKS 118,441 0   118,441
    ORGANIZATION PLANNING & MONITORS 2,845 0   2,845
    INSURANCE 8,448 0   8,448
    BANK SERVICE FEE 644 0   644
    INVESTMENT INTEREST EXPENSES - PASSTHRU 0 3,432   0
    OTHER PORTFOLIO DEDUCTION - PASSTHRU 0 14,256   0
    VACATION & SICK EXPENSE 25,546 0   25,546
    REIMBURSED EXPENSES -4 0   -4
    MISC. EXPENSES -14,531 0   -14,531
    BUSINESS GIFT 100 0   100
    CA FILING FEES 300 0   300
    CT FILING FEES 20 0   20
    MA FILING FEES 360 0   360
    NJ FILING FEES 81 0   81
    WA FILING FEES 114 0   114
    PAYROLL FEES -5,747 0   -5,747


    TY 2020 OtherIncomeSchedule2
    Name:
    THE GARFIELD FOUNDATION
     
    C/O BALDWIN BROTHERS
    EIN:
    22-2285358
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SERVICE REVENUE 25,000   25,000


    TY 2020 OtherIncreasesSchedule
    Name:
    THE GARFIELD FOUNDATION
     
    C/O BALDWIN BROTHERS
    EIN:
    22-2285358
    Description Amount
    PRIOR PERIOD ADJ TO OPENNING BALANCES 42,201
    CHANGE IN UNREALIZED G/L 3,303,955


    TY 2020 OtherLiabilitiesSchedule
    Name:
    THE GARFIELD FOUNDATION
     
    C/O BALDWIN BROTHERS
    EIN:
    22-2285358
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAXES 96,295 66,925
    PPP LOAN 0 167,158


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE GARFIELD FOUNDATION
     
    C/O BALDWIN BROTHERS
    EIN:
    22-2285358
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES 130 0   130
    INVESTMENT MANAGEMENT FEES 171,338 171,338   0
    CONSULTING FEES 292 0   292


    TY 2020 TaxesSchedule
    Name:
    THE GARFIELD FOUNDATION
     
    C/O BALDWIN BROTHERS
    EIN:
    22-2285358
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 72,166 0   72,166
    FEDERAL EXCISE TAXES 55,000 0   0
    FEDERAL UBI TAXES 24,643 0   0
    MA UBI TAXES 11,300 11,300   0
    NY UBI TAXES 250 250   0