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
JOSEPHINE AND LOUISE CRANE FOUNDATION
C/O CAMERON K MACKEY
Number and street (or P.O. box number if mail is not delivered to street address)220 MAIN STREET SUITE 202
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FALMOUTH, MA02540
A Employer identification number

20-8970284
B Telephone number (see instructions)

(518) 548-1155
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$92,656,025J 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... 1,381,560 1,602,042  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,262,649
b Gross sales price for all assets on line 6a 15,257,448
7 Capital gain net income (from Part IV, line 2)... 1,892,230
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 -689,924 -13,607 0
12 Total. Add lines 1 through 11........ 1,954,285 3,480,665 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 16,000 8,000 0 0
c Other professional fees (attach schedule).... Click to see attachment 320,042 455,652 0 0
17 Interest...............   24,135    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 32,037 44,808 0 500
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 19,653 63 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 387,732 532,658 0 500
25 Contributions, gifts, grants paid....... 4,400,000 4,400,000
26 Total expenses and disbursements. Add lines 24 and 25 4,787,732 532,658 0 4,400,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,833,447
b Net investment income (if negative, enter -0-) 2,948,007
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............. 2,424,579 6,190,285 6,190,285
2 Savings and temporary cash investments.........      
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).....      
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)      
b Investments—corporate stock (attach schedule)....... 39,142,896 Click to see attachment33,769,550 75,313,499
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).......... 6,175,328 Click to see attachment4,949,521 11,152,241
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 47,742,803 44,909,356 92,656,025
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 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........... 47,742,803 44,909,356
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 47,742,803 44,909,356
30 Total liabilities and net assets/fund balances (see instructions). 47,742,803 44,909,356
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
47,742,803
2
Enter amount from Part I, line 27a .....................
2
-2,833,447
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
44,909,356
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
44,909,356
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 CUSTODY ACCOUNT 72-033-01-8 | CAPE COD P    
b TD WEALTH MANAGEMENT P    
c TD WEALTH MANAGEMENT - SHORT TERM P    
d TD WEALTH MANAGEMENT - LONG TERM P    
e FIDELITY CAPITAL MANAGEMENT P    
FIDELITY CAPITAL MANAGEMENT - SHORT TERM P    
FIDELITY CAPITAL MANAGEMENT - LONG TERM P    
TIFF MULTI ASSET FUND P    
TIFF MULTI ASSET FUND - LONG TERM P    
AMPERSAND 2006 LIMITED PARTNERSHIP P    
AW JONES ASSOCIATES LP P    
CORE PRIVATE EQUITY FUND, LP P    
DAVIS INVESTMENT VENTURES FUND IV-B, LP P    
DAVIS INVESTMENT VENTURES FUND II-A, LP P    
EAGLE INCOME APPRECIATION II, LP P    
IVY REALTY FUND IV, LP P    
KAYNE ANDERSON ENERGY FUND VI LP P    
KAYNE ANDERSON ENERGY FUND VII, L.P. P    
KAYNE ANDERSON ENERGY FUND VIII, L.P. P    
MONITOR VENTURE PARTNERS I, LP P    
MONITOR VENTURE PARTNERS I-A, LP P    
RCP FUND X LP P    
RCP FUND IX, LP P    
SJC ONSHORE DIRECT LENDING FUND II, L.P. P    
TRUEBRIDGE CAPITAL PARTNERS FUND V (CAYMAN) P    
TRUEBRIDGE-KAUFFMAN FELLOWS ENDOWMENT FUND III, LP P    
WHITE OAK PINNACLE FUND, LP P    
YORK EUROPEAN OPPORTUNITIES FUND, LP 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 238,296   165,647 72,649
b 1,553     1,553
c 237,223   170,098 67,125
d 1,741,143   559,481 1,181,662
e 16,313     16,313
525,113   683,208 -158,095
7,970,737   8,193,987 -223,250
      0
3,250,511   3,024,634 225,877
845,009     845,009
129,340     129,340
298     298
1,483     1,483
7,268     7,268
    538,870 -538,870
2,532     2,532
    23,845 -23,845
    2,659 -2,659
4,167     4,167
479     479
699     699
27,211     27,211
88,250     88,250
590     590
2,381     2,381
137,584     137,584
    2,789 -2,789
29,268     29,268
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       72,649
b       1,553
c       67,125
d       1,181,662
e       16,313
      -158,095
      -223,250
      0
      225,877
      845,009
      129,340
      298
      1,483
      7,268
      -538,870
      2,532
      -23,845
      -2,659
      4,167
      479
      699
      27,211
      88,250
      590
      2,381
      137,584
      -2,789
      29,268
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 1,892,230
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 -90,970
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 40,977
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 40,977
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 40,977
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 26,102
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 76,102
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 35,125
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet35,125 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)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletCAMERON K MACKEY TREASURER Telephone no.bullet (508) 548-1155

    Located atbullet220 MAIN STREET SUITE 202FALMOUTHMA ZIP+4bullet02540
    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
     
    No
    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
    JOSEPHINE GREENE DIRECTOR, PRESIDENT
    1.00     		0 0 0
    220 MAIN STREET SUITE 202
    FALMOUTH,MA02540
    WINNIE CRANE MACKEY DIRECTOR, VP
    1.00     		0 0 0
    220 MAIN STREET SUITE 202
    FALMOUTH,MA02540
    WILLIAM K MACKEY DIRECTOR/TREASURER/SECRETARY
    1.00     		0 0 0
    220 MAIN STREET SUITE 202
    FALMOUTH,MA02540
    CAMERON K MACKEY TREASURER/CLERK
    1.00     		0 0 0
    220 MAIN STREET SUITE 202
    FALMOUTH,MA02540
    WINNIE GREENE DIRECTOR
    1.00     		0 0 0
    220 MAIN STREET SUITE 202
    FALMOUTH,MA02540
    AMY L GREENE DIRECTOR
    1.00     		0 0 0
    220 MAIN STREET SUITE 202
    FALMOUTH,MA02540
    WILLIAM T MACKEY DIRECTOR
    1.00     		0 0 0
    220 MAIN STREET SUITE 202
    FALMOUTH,MA02540
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    FIDELITY INVESTMENTS INVEST MGMT 199,543
    PO BOX 28019
    ALBUQUERQUE,NM871258019
    TD BANKNORTH CUSTODIAN 92,458
    495 STATION AVENUE
    S YARMOUTH,MA02664
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    67,946,563
    b
    Average of monthly cash balances.......................
    1b
    6,396,816
    c
    Fair market value of all other assets (see instructions)................
    1c
    10,495,508
    d
    Total (add lines 1a, b, and c).........................
    1d
    84,838,887
    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
    84,838,887
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,272,583
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    83,566,304
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,178,315
    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
    4,178,315
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    40,977
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    7,255
    c
    Add lines 2a and 2b............................
    2c
    48,232
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,130,083
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,130,083
    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
    4,130,083
    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
    4,400,500
    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
    4,400,500
    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
    4,400,500
    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 4,130,083
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 2,065,375
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 4,400,500
    a Applied to 2019, but not more than line 2a 2,065,375
    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..... 2,335,125
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		1,794,958
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    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
    THE 300 COMMITTEE LAND TRUST INC
    157 LOCUST STREET
    FALMOUTH,ME02540     		NONE PC UNRESTRICTED 50,000
    ACLU OF MASSACHUSETTS
    211 CONGRESS ST 3RD FL
    BOSTON,MA02110     		NONE PC UNRESTRICTED 10,000
    ACLU OF GEORGIA
    1100 SPRING ST NW SUITE 640
    ATLANTA,GA30309     		NONE PC UNRESTRICTED 5,000
    THE ALASKA WILDERNESS LEAGUE
    122 C ST NW SUITE 240
    WASHINGTON,DC20001     		NONE PC UNRESTICTED 33,000
    AYNI INSTITUTE INC
    19 MEDIDIAN ST SUITE 4
    BOSTON,MA02128     		NONE PC UNRESTRICTED 10,000
    18 DEGREES INC
    480 WEST STREET
    PITTSFIELD,MA01201     		NONE PC UNRESTRICTED 105,000
    BERKSHIRE AGRICULTERAL VENTURES INC
    314 MAIN ST SUITE 11
    GREAT BARRINGTON,MA01230     		NONE PC UNRESTRICTED 15,000
    BERKSHIRE COUNTY HISTORICAL SOCIETY INC
    780 HOLMES RD
    PITTSFIELD,MA01201     		NONE PC UNRESTRICTED 15,000
    BERKSHIRE DREAM CENTER INC
    475 TYLER ST
    PITTSFIELD,MA01201     		NONE PC UNRESTRICTED 10,000
    BERKSHIRE GROWN INC
    PO BOX 983
    GREAT BARRINGTON,MA01230     		NONE PC UNRESTRICTED 15,000
    BERKSHIRE IMMIGRANT CENTER
    67 EAST ST
    PITTSFIELD,MA01201     		NONE PC UNRESTRICTED 20,000
    BERKSHIRE MEDICAL CENTER INC
    725 NORTH STREET
    PITTSFIELD,MA01201     		NONE PC UNRESTRICTED 50,000
    BERKSHIRE MUSEUM
    39 SOUTH STREET
    PITTSFIELD,MA01201     		NONE PC UNRESTRICTED 75,000
    BERKSHIRE MUSIC SCHOOL INC
    30 WENDELL AVENUE
    PITTSFIELD,MA01201     		NONE PC UNRESTRICTED 30,000
    BERKSHIRE TACONIC COMMUNITY FOUNDATION INC
    PO BOX 400
    SHEFFIELD,MA01257     		NONE PC UNRESTRICTED 20,000
    BERKSHIRE THEATRE GROUP INC
    111 SOUTH STREET
    PITTSFIELD,MA02101     		NONE PC UNRESTRICTED 50,000
    BERKSHIRE UNITED WAY INC
    200 SOUTH STREET
    PITTSFIELD,MA01201     		NONE PC UNRESTRICTED 350,000
    BERKSHIRE BOUNTY INC
    33 COMMONWEALTH AVE
    GREAT BARRINGTON,MA01230     		NONE PC UNRESTRICTED 10,000
    BIKES NOT BOMBS INC
    248 AMORT ST
    JAMAICA PLAIN,MA02130     		NONE PC UNRESTRICTED 10,000
    BOSTON HEALTHCARE FOR THE HOMELESS PROGRAM
    780 ALBANY STREET
    BOSTON,MA02130     		NONE PC UNRESTRICTED 15,000
    BOSTON NEIGHBORHOOD COMMUNITY LAND TRUST
    550 DUDLEY ST
    ROXBURY,MA02118     		NONE PC UNRESTRICTED 25,000
    BOSTON UNIVERSITY CENTER FOR PSYCHIATRIC REHABILITATION
    940 COMMONWEALTH AVENUE WEST
    BOSTON,MA02215     		NONE PC UNRESTRICTED 80,000
    BOSTON WOMEN'S FUND INC
    2 OLIVER ST 8TH FLOOR SUITE 800
    BOSTON,MA02109     		NONE PC UNRESTRICTED 20,000
    BOYS AND GIRLS CLUB OF DORCHESTER INC
    1135 DORCHESTER AVENUE
    DORCHESTER,MA02125     		NONE PC UNRESTRICTED 75,000
    BOYS AND GIRLS CLUB OF THE BERKSHIRES INC
    16 MELVILLE STREET
    PITTSFIELD,MA01201     		NONE PC UNRESTRICTED 225,000
    THE BRIEN CENTER FOR MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES INC
    PO BOX 4219
    PITTSFIELD,MA01202     		NONE PC UNRESTRICTED 70,000
    BUZZARDS BAY COALITION INC
    114 FRONT ST
    NEW BEDFORD,MA027407264     		NONE PC UNRESTRICTED 30,000
    CAPE COD CHILDREN'S PLACE INC
    PO BOX 1935
    NORTH EASTHAM,MA02651     		NONE PC UNRESTRICTED 8,750
    CAPE COD COMMUNITY COLLEGE
    2240 IYANNOUGH ROAD
    WEST BARNSTABLE,MA02668     		NONE PC UNRESTRICTED 100,000
    CAPE COD HEALTHCARE FOUNDATION INC
    348C GIFFORD ST
    FALMOUTH,MA02540     		NONE PC UNRESTRICTED 175,000
    CAPE ARTS & ENTERTAINMENT INC
    60 HIGHFIELD DRIVE
    FALMOUTH,MA02540     		NONE PC UNRESTRICTED 5,000
    CAPE AND ISLANDS UNITED WAY INC
    PO BOX 367
    CENTERVILLE,MA02632     		NONE PC UNRESTRICTED 5,000
    THE CENTER FOR ECONOMIC DEMOCRACY INC
    434 MASSACHUSETTS AVE SUITE 201
    BOSTON,MA02118     		NONE PC UNRESTRICTED 110,000
    THE CENTER FOR TEEN EMPOWERMENT INC
    348 WARREN ST
    ROXBURY,MA02119     		NONE PC UNRESTRICTED 20,000
    CHILDREN'S ADVOVACY CENTER OF SUFFOLK COUNTY
    989 COMMONWEALTH AVENUE
    BOSTON,MA02215     		NONE PC UNRESTRICTED 30,000
    CHURCH OF THE MESSAIH
    13 CHURCH ST
    WOODS HOLE,MA02543     		NONE PC UNRESTRICTED 5,000
    CITY LIFEVIDA URBANA
    284 AMORY ST 1ST FLOOR
    JAMACA PLAIN,MA02130     		NONE PC UNRESTRICTED 45,000
    COMMUNITY HEALTH CENTER OF CAPE COD INC
    107 COMMERCIAL STREET
    MASHPEE,MA02649     		NONE PC UNRESTRICTED 100,000
    COMMUNITY HEALTH PROGRAMS INCORPORATED
    444 STOCKBRIDGE RD
    GREAT BARRINGTON,MA01230     		NONE PC UNRESTRICTED 30,000
    CRISTIAN CENTER OF PITTSFIELD INC
    193 ROBBINS AVE
    PITTSFIELD,MA01201     		NONE PC UNRESTRICTED 10,000
    DORCHESTER YOUTH COLLABORATIVE INC
    1514A DORCHESTER AVE
    DORCHESTER,MA02122     		NONE PC UNRESTRICTED 15,000
    DUFFY HEALTH CENTER INC
    94 MAIN ST
    HYANNIS,MA02601     		NONE PC UNRESTRICTED 10,000
    THE EPISCOPAL CITY MISSION
    138 TREMONT ST
    BOSTON,MA02111     		NONE PC UNRESTRICTED 50,000
    EQUAL JUSTICE INITATIVE
    122 COMMERCE ST
    MONTGOMERY,AL36104     		NONE PC UNRESTRICTED 40,000
    ELIZABETH FREEMAN CENTER INC
    43 FRANCIS AVE
    PITTSFIELD,MA01201     		NONE PC UNRESTRICTED 35,000
    FALMOUTH HOUSING CORPORATION
    704 MAIN STREET
    FALMOUTH,MA02540     		NONE PC UNRESTRICTED 51,250
    FALMOUTH HOUSING TRUST
    PO BOX 465
    FALMOUTH,MA02541     		NONE PC UNRESTRICTED 15,000
    FALMOUTH EDUCATION FOUNDATION INC
    PO BOX 1061
    FALMOUTH,MA02541     		NONE PC UNRESTRICTED 25,000
    FALMOUTH SERVICE CENTER INC
    PO BOX 208
    FALMOUTH,MA02541     		NONE PC UNRESTRICTED 15,000
    FAMILIES FOR JUSTICE AS HEALING INC
    100R WARREN ST
    ROXBURY,MA02119     		NONE PC UNRESTRICTED 5,000
    FAMILY INDEPENDENCE INITIATIVE
    PO BOX 301764
    JAMAICA PLAIN,MA02130     		NONE PC UNRESTRICTED 35,000
    FLYING CLOUD INSTITUTE INC
    352 MAIN ST SUITE LLOO
    GREAT BARRINGTON,MA01230     		NONE PC UNRESTRICTED 25,000
    GIRLS ON THE RUN GREATER BOSTON
    89 SOUTH STREET SUITE LLOO
    BOSTON,MA02111     		NONE PC UNRESTRICTED 5,000
    GIVEDIRECTLY INC
    PO BOX 3221
    NEW YORK,NY10008     		NONE PC UNRESTRICTED 25,000
    GLADYS ALLEN BRIGHAM COMMUNITY CENTER INC
    165 EAST ST
    PITTSFIELD,MA01201     		NONE PC UNRESTRICTED 35,000
    GOSNOLD INC
    200 TER HEUN DRIVE
    FALMOUTH,MA02540     		NONE PC UNRESTRICTED 10,000
    GREATER YELLOWSTONE COALITION INC
    215 SOUTH WALLACE AVE
    BOZEMAN,MT597154872     		NONE PC UNRESTRICTED 100,000
    HANCOCK SHAKER VILLAGE INC
    PO BOX 927
    PITTSFIELD,MA01202     		NONE PC UNRESTRICTED 20,000
    HAYMARKET PEOPLE'S FUND INC
    42 SEAVERNS AVE
    JAMACA PLAIN,MA02130     		NONE PC UNRESTRICTED 75,000
    HEALTH RESOURCES IN ACTION INC
    2 BOYLSTON ST SUITE 400
    BOSTON,MA02116     		NONE PC UNRESTRICTED 50,000
    HIGH MOUNTAIN INSTITUTE
    531 COUNTRY ROAD 5A
    LEADVILLE,CO80461     		NONE PC UNRESTRICTED 20,000
    THE HOLE IN THE WALL GANG FUND INC
    555 LONG WHARF DR
    NEW HAVEN,CT65111     		NONE PC UNRESTRICTED 25,000
    HORIZONS STUDENT ENRICHMENT PROGRAM
    635 FROGTOWN ROAD
    NEW CANAAN,CT06840     		NONE PC UNRESTRICTED 25,000
    HURRICANE ISLAND OUTWARD BOUND SCHOOL
    PO BOX 800
    CAMDEN,ME04843     		NONE PC UNRESTRICTED 50,000
    IMMIGRANT FAMILY SERVICES INSTITUTE
    575 AMERICAN LEGION HIGHWAY
    ROSLINDALE,MA02131     		NONE PC UNRESTRICTED 25,000
    LA COLLABORATIVA INC
    PO BOX 505114
    CHELSEA,MA02150     		NONE PC UNRESTRICTED 25,000
    LAWYERS' FOR CIVIL RIGHTS JUSTICE INC
    61 BATTERMARCH ST 5TH FL
    BOSTON,MA02110     		NONE PC UNRESTRICTED 30,000
    THE LENNY ZAKIM FUND INC
    33 ARCH ST 26TH FL
    BOSTON,MA02110     		NONE PC UNRESTRICTED 40,000
    LITERACY NETWORK OF SOUTH BERKSHIRES INC
    100 MAIN ST
    LEE,MA01238     		NONE PC UNRESTRICTED 25,000
    THE LOUIS D BROWN PEACE INSTITUTE CORP
    15 CHRISTOPHER ST
    DORCHESTER,MA02122     		NONE PC UNRESTRICTED 25,000
    MARGARET FULLER NEIGHBORHOOD HOUSE INC
    71 CHERRY ST
    CAMBRIDGE,MA02139     		NONE PC UNRESTRICTED 7,000
    MARINE BIOLOGICAL LABORATORY
    7 MBL STREET
    WOODS HOLE,MA025431015     		NONE PC UNRESTRICTED 20,000
    MASSACHUSETTS AUDUBON SOCIETY INC
    500 WALK HILL ROAD
    MATTAPAN,MA02126     		NONE PC UNRESTRICTED 45,000
    MASSACHUSETTS COMMUNITIES ACTION NETWORK
    14 CUSHING AVE
    DORCHESTER,MA02124     		NONE PC UNRESTRICTED 25,000
    MASSACHUSETTS MARITIME ACADEMY
    101 ACADEMY DRIVE
    BUZZARDS BAY,MA02532     		NONE PC UNRESTRICTED 155,000
    THE MCLEAN HOSPITAL CORPORATION
    115 MILL STREET
    BELMONT,MA02478     		NONE PC UNRESTRICTED 45,000
    MILTON ACADEMY
    170 CENTRE STREET
    MILTON,MA02186     		NONE PC UNRESRICTED 35,000
    MS FOUNDATION FOR WOMEN
    12 METROTECH CENTER 26TH FLOOR
    BROOKLYN,NY11201     		NONE PC UNRESTRICTED 30,000
    MULTICULTURAL BRIDGE BRIDGE INC
    17 MAIN ST SUITE B3
    LEE,MA01238     		NONE PC UNRESTRICTED 35,000
    NATIONAL CENTER OF AFRO-AMERICAN ARTISTS
    300 WALNUT AVE
    BOSTON,MA02119     		NONE PC UNRESTRICTED 25,000
    NEIGHBOR TO NEIGHBOR MASSACHUSETTS EDUCATION FUND INC
    15 COURT SQUARE SUITE 345
    BOSTON,MA02108     		NONE PC UNRESTRICTED 40,000
    NEW ENGLAND INNOCENCE PROJECT INC
    120 TREMONT STREET SUITE 737
    BOSTON,MA02108     		NONE PC UNRESTRICTED 5,000
    NEW CANAAN LIBRARY
    151 MAIN ST
    NEW CANAAN,CT06840     		NONE PC UNRESTRICTED 25,000
    PARENTPROFESSIONAL ADVOCACY LEAGUE INC
    14 COURT SQUARE SUITE 660
    BOSTON,MA02108     		NONE PC UNRESTRICTED 15,000
    PEDIATRIC DEVELOPMENT CENTER
    388 COLUMBUS AVENUE EXTENSION
    PITTSFIELD,MA01201     		NONE PC UNRESTRICTED 20,000
    PHILANTHROPY MASSACHUSETTS INC
    133 FEDERAL ST SUITE 802
    BOSTON,MA02110     		NONE PC UNRESTRICTED 25,000
    PLAN INTERNATIONAL USA
    155 PLAN WAY
    WARWICK,RI02886     		NONE PC UNRESTRICTED 15,000
    RAILROAD STREET YOUTH PROJECT INC
    PO BOX 698
    GREAT BARRINGTON,MA01230     		NONE PC UNRESTRICTED 20,000
    RESIST INC
    PO BOX 301240
    BOSTON,MA02130     		NONE PC UNRESTRICTED 35,000
    RIGHT TO THE CITY ALLIANCE INC
    1845 DORCHESTER AVE
    BOSTON,MA02124     		NONE PC UNRESTRICTED 25,000
    ROOTS RISING INC
    PO BOX 1805
    PITTSFIELD,MA01202     		NONE PC UNRESTRICTED 10,000
    SCHOTT FOUNDATION FOR PUBLIC EDUCATION
    675 MASSACHUSETTS AVENUE 8TH FLOOR
    CAMBRIDGE,MA02139     		NONE PC UNRESTRICTED 40,000
    SEA EDUCATION ASSOCIATION INC
    PO BOX 6
    HOLE,MA02543     		NONE PC UNRESTRICTED 10,000
    SIERRA CLUB FOUNDATION
    424 E MAIN STREET SUITE 202B
    BOZEMAN,MT59715     		NONE PC UNRESTRICTED 15,000
    SMART FROM THE START INC
    68 ANNUNCIATION ROAD
    ROXBURY,MA02120     		NONE PC UNRESTRICTED 100,000
    ST MARY'S WOMEN & CHILDREN'S CENTER INC
    90 CUSHING AVENUE
    DORCHESTER,MA02125     		NONE PC UNRESTRICTED 30,000
    SUNRISE MOVEMENT EDUCATION FUND
    50 F ST NW SUITE 800
    WASHINGTON,DC20001     		NONE PC UNRESTRICTED 45,000
    TRANSFORMATIVE CULTURE PROJECT INC
    100 WARREN ST
    ROXBURY,MA02119     		NONE PC UNRESTRICTED 10,000
    TRINITY BOSTON FOUNDATION INC
    206 CLARENDON STREET
    BOSTON,MA02116     		NONE PC UNRESTRICTED 35,000
    UNION OF MINORITY NEIGHBORHOODS INC
    42 SEAVERNS AVE
    JAMAICA PLAIN,MA02130     		NONE PC UNRESTRICTED 30,000
    UNITED FOR A FAIR ECONOMY
    184 HIGH STREET SUITE 603
    BOSTON,MA02110     		NONE PC UNRESTRICTED 10,000
    VERMONT LAND TRUST
    8 BAILEY AVENUE
    MONTPELLIER,VT05602     		NONE PC UNRESTRICTED 25,000
    VISIONS INC
    1452 DORCHESTER AVE 4TH FL
    DORCHESTER,MA02122     		NONE PC UNRESTRICTED 40,000
    VISITING NURSE ASSOCIATION (CAPE COD FOUNDATION)
    348C GIFFORD ST
    FALMOUTH,MA02540     		NONE PC UNRESTRICTED 40,000
    VOLUNTEERS IN MEDICINE - BERKSHIRES INC
    777 MAIN ST SUITE 4
    GREAT BARRINGTON,MA01230     		NONE PC UNRESTRICTED 25,000
    W MURRAY CRANE COMMUNITY HOUSE
    33 FIELD STREET EXT
    DALTON,MA01226     		NONE PC UNRESTRICTED 100,000
    WCAI THE CAPE AND ISLANDS NPR STATION
    PO BOX 82
    WOODS HOLE,MA02543     		NONE PC UNRESTRICTED 5,000
    THE WEST END HOUSE INC
    105 ALLSTON ST
    ALLSTON,MA02134     		NONE PC UNRESTRICTED 30,000
    THE WOMEN'S FUND OF WESTERN MASSACHUSETTS
    PO BOX 15447
    SPRINGFIELD,MA01115     		NONE PC UNRESTRICTED 15,000
    WOODS HOLE COMMUNITY ASSOCIATION
    PO BOX 327
    WOODS HOLE,MA02543     		NONE PC UNRESTRICTED 5,000
    WOODS HOLE FILM FESTIVAL
    PO BOX 624
    WOODS HOLE,MA02543     		NONE PC UNRESTRICTED 5,000
    WOODS HOLE OCEANOGRAPHIC INSTITUTION
    266 WOODS HOLE RD MS40
    WOODS HOLE,MA02543     		NONE PC UNRESTRICTED 10,000
    WOODS HOLE PUBLIC LIBRARY
    PO BOX 185
    WOODS HOLE,MA02543     		NONE PC UNRESTRICTED 20,000
    WOODWELL CLIMATE RESEARCH CENTER INC
    149 WOODS HOLE ROAD
    WOODS HOLE,MA02543     		NONE PC UNRESTRICTED 70,000
    ZUMIX INC
    260 SUMNER ST
    EAST BOSTON,MA02128     		NONE PC UNRESTRICTED 30,000
    Total .................................bullet 3a 4,400,000
    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 1,381,560  
    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..... 900099 233,118 18 50,670  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 288,937  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 233,118 1,721,167 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,954,285
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    JOSEPHINE AND LOUISE CRANE FOUNDATION
     
    C/O CAMERON K MACKEY
    EIN:
    20-8970284
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 16,000 8,000 0 0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    JOSEPHINE AND LOUISE CRANE FOUNDATION
     
    C/O CAMERON K MACKEY
    EIN:
    20-8970284
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 45,617 197,082
    ABBVIE INC. 49,419 192,870
    AIR PRODS & CHEMS INC. 67,329 68,305
    AKAMAI TECHNOLOGIES INC. 53,260 104,990
    ALPHABET INC. CAP STK CL C 71,808 175,188
    APPLE INC. 50,205 265,380
    AT&T INC. 12,955 84,842
    AUTOLIV INC. 27,396 165,780
    BOEING CO. 19,992 192,654
    CIGNA CORP. 31,072 92,224
    COMCAST CORP. CL A 38,754 340,600
    CORNING INC. 51,922 162,000
    CORTEVA INC. 33,785 68,496
    COSTCO WHOLESALE CORP. 43,936 339,102
    DEERE & CO. 18,071 484,290
    DOW INC. 42,773 70,429
    DUPONT DE NEMOURS 62,247 90,239
    EQUIFAX, INC. 11,633 347,112
    EXXON MOBIL CORP. 33,491 333,882
    GENERAL ELECTRIC CO. 39,550 102,600
    IBM CORP. 38,975 604,224
    INVESCO EXCHANGE-TRADED AEROSPACE & DEF 59,410 67,867
    INVESCO EXCHANGE-TRADED WATER RES ETF 43,023 46,450
    INVESCO S&P SMALL CAP INFO TECH 47,683 48,992
    J.P. MORGAN CHASE & CO. 80,397 387,563
    JOHNSON & JOHNSON 65,736 141,642
    MERCK & CO. 59,187 212,680
    MICROSOFT CORP. 118,069 1,000,890
    NESTLE S A SPONSORED ADR 95,382 165,127
    PEPSICO INC. 23,159 266,940
    PFIZER INC. 25,695 239,265
    PROCTER & GAMBLE CO. 62,946 125,226
    SELECT SECTOR SPDR TR TECH 100,003 235,466
    VERIZON COMMUNICATIONS 31,649 105,750
    VANGUARD TOTAL INTL STK IND 497,760 664,542
    VANGUARD SH TERM INV GR ADM 1,036,110 1,086,146
    VANGUARD FTSE EMERG MKTS FD 209,118 272,248
    VANGUARD WORLD FDS FINLS ETF 99,374 120,057
    VIATRIS INC. 1,416 15,104
    ABBOTT LABS 51,120 458,763
    ABBVIE INC. 55,512 450,030
    ALCON INC. 18,529 35,233
    ALPHABET INC. CL. A 81,586 490,739
    ALPHABET INC. CL. C 81,147 490,526
    AMCOR PLC 131,619 256,916
    AUTOMATIC DATA PROCESSING 131,354 792,900
    BERKSHIRE HATHAWAY INC. 126,850 347,805
    BIOTECH 104,274 631,925
    CDK GLOBAL 22,034 98,477
    CHEVRON CORPORATION 517,306 547,236
    CIGNA CORP. 24,830 102,633
    COLGATE PALMOLIVE CO. 218,610 598,570
    CORTEVA INC. 9,408 40,850
    DOW INC. 35,466 58,552
    DUPONT DE NEMOURS 77,396 75,021
    EATON VANCE FLOATING RATE CL I 194,395 189,337
    EMERSON ELECTRIC CO. 187,937 535,264
    FIDELITY HIGH INCOME FUND 30,000 30,173
    GLOBAL X US PREFERRED ETF 250,475 252,530
    HOME DEPOT INC. 82,380 796,860
    IBM CORP. 109,687 134,692
    INTL FLAVORS & FRAGRANCES INC. 102,403 244,890
    INVESCO WATER RESOURCES 50,011 51,281
    ISHARES GLOBAL CLEAN ENERGY ETF 51,274 60,998
    ISHARES INTL PREFERRED STOCK ETF 100,109 101,161
    ISHARES MSCI EMERGING MARKETS 115,443 201,565
    MCDONALDS CORP. 97,833 439,889
    MERCK & CO. INC. 229,124 420,452
    METROPOLITAN WEST FUNDS 90,000 92,909
    MICROSOFT CORPORATION 98,539 760,676
    NOVARTIS A G SPONSORED 135,880 252,128
    PEPSICO INC. 163,330 585,785
    PIMCO INVESTMENT GROUP CORP BD 60,000 64,514
    SELECT SECTOR SPDR TR - TECH 271,801 1,950,300
    VANGUARD FINANCIAL VIPERS 195,209 582,800
    VANGUARD FTSE DEVLP MKTS ETF 443,871 556,748
    VANGUARD ST BOND INDEX ADM 60,000 61,996
    VANGUARD ST TREASURY ETF 80,998 83,160
    VANGUARD TOTL INTL STK INDEX 574,129 649,200
    VERIZON COMMUNICATIONS 99,918 184,475
    WALGREEN BOOTS ALLIANCE 59,769 151,943
    WALT DISNEY CO. 53,404 409,467
    ZIMMER HOLDINGS INC. 148,135 486,924
    3M 81,151 258,864
    ABBOTT LABORATORIES 46,697 231,790
    ABBVIE INC. 50,567 226,729
    ALPHABET INC. CAP STK CL A 35,401 320,733
    ALPHABET INC. CAP STK CL C 35,636 262,782
    AMERICAN EXPRESS CO. 155,455 435,155
    AMG TIMESQUARE INTL SM CAP 950,000 1,581,053
    ANALOG DEVICES 195,566 1,683,974
    AUTOMATIC DATA PROCESSING 102,323 604,014
    CHEVRON CORP. 261,898 277,165
    CISCO SYSTEMS INC. 156,429 355,449
    COSTCO WHOLESALE CORP. 83,367 880,158
    CSX CORP. 113,626 1,908,291
    CVS HEALTH CORP. 69,778 204,627
    EBAY INC. 36,168 132,107
    EXXON MOBIL CORP. 227,519 316,034
    FIERA CAPITAL EMERG MKTS INSTL 2,453,768 4,179,249
    GENERAL ELECTRIC 934,094 394,492
    HENNESSY JAPAN INSTL 950,000 1,498,621
    HOME DEPOT INC. 74,804 613,317
    IBM CORP. 181,569 431,517
    INTEL CORP. 566,541 1,272,253
    ISHARES CORE S&P SM CAP 562,675 2,516,590
    ISHARES CORE MSCI EMERG MKTS 3,870,108 5,605,190
    JOHNSON & JOHNSON 289,507 1,219,380
    LAZARD GLOBAL LISTED INFRASTRUCTURE 550,000 608,113
    MICROSOFT CORP. 127,799 1,104,315
    PAYPAL HOLDINGS INC. 53,286 615,712
    PEPSICO INC. 109,997 408,863
    PFIZER INC. 178,932 202,124
    PROCTER & GAMBLE CO. 233,952 905,523
    QUEST DIAGNOSTICS INC. 115,078 431,991
    SCHLUMBERGER LTD. 267,026 170,973
    SELECT SECTOR SPDR AMEX FINANCIAL 496,190 1,087,900
    TIAA-CREF REAL ESTATE SEC INSTL 260,025 272,977
    UTILITIES SELECT SECTOR SPDR FUND 357,306 725,753
    UNITED PARCEL SERVICE 79,871 221,278
    VERIZON COMMUNICATIONS INC. 154,431 291,576
    WAL MART STORES INC. 174,469 445,856
    WALT DISNEY CO. 128,883 855,351
    VANGUARD TAX-MANAGED INTL FD FTSE 5,058,592 6,638,434
    VANGUARD EXTENDED MKT INDEX FD 1,290,295 4,897,748
    DFA INTL REAL ESTATE SEC PORT 250,025 233,060
    DFA US SMALL CAP VALUE PRTF 116,606 295,802
    VANGUARD INTERMED TRM INVST GR ADM 464,479 539,700
    VANGUARD TOTAL BOND MKT INDE ADM 1,300,045 1,294,430
    JONES LANG LASALLE INCOME 194,214 163,949

    TY 2020 InvestmentsOtherSchedule2
    Name:
    JOSEPHINE AND LOUISE CRANE FOUNDATION
     
    C/O CAMERON K MACKEY
    EIN:
    20-8970284
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    A. W. JONES ASSOCIATES LP AT COST 62,000 2,342,721
    PINEHURST INSTITUTIONAL, LTD. AT COST 505,000 1,518,025
    AMPERSAND 2006 LTD. PARTNERSHIP AT COST 0 10,853
    AMPERSAND CF LIMITED PARTNERSHIP AT COST 51,963 841,986
    CORE PRIVATE EQUITY FUND AT COST 220,000 198,528
    COUNTERPOINT VENTURE FEEDER FD AT COST 40,240 27,323
    DAVIS VALUE OPPORTUNITY FD I-A AT COST 0 2,984
    DAVIS VALUE OPPORTUNITY FD II-A AT COST 56,778 481,362
    DAVIS VALUE OPPORTUNITY FD IV-B AT COST 100,149 90,778
    MONITOR VENTURE PARTNERS I AT COST 0 5,907
    MONITOR VENTURE PARTNERS I-A AT COST 3,484 3,485
    MONITOR ANNEX AT COST 0 33,640
    WESTVIEW CAPITAL PARTNERS II AT COST 0 115,360
    YORK EUROPEAN OPPORTUNITIES FD AT COST 500,000 560,664
    AVIATOR CAPITAL MID-LIFE OFFSHORE AT COST 269,433 402,874
    AVIATOR CAPITAL FUND IV GLOBAL AT COST 261,621 291,868
    RCP FUND IX, LP AT COST 274,998 489,407
    RCP FUND X, LP AT COST 372,107 520,084
    TRUEBRIDGE-KAUFFMAN FUND III AT COST 310,851 1,095,828
    TRUEBRIDGE CAPITAL PARTNERS V AT COST 346,720 517,877
    BTG PACTUAL GLB TIMBERLAND FD B AT COST 416,760 196,243
    IVY REALTY FUND IV, L.P. AT COST 131,702 195,990
    KAYNE ANDERSON ENERGY FUND VI AT COST 0 84,927
    KAYNE ANDERSON ENERGY FUND VII AT COST 201,594 74,295
    KAYNE ANDERSON ENERGY FUND VIII AT COST 131,787 55,642
    SIGULER GUFF AT COST 335,103 433,951
    SJC ONSHORE DIRECT LENDING II AT COST 0 799
    SJC ONSHORE DIRECT LENDING III AT COST 158,060 194,020
    WHITE OAK PINNACLE FUND, L.P. AT COST 199,171 364,820

    TY 2020 OtherExpensesSchedule
    Name:
    JOSEPHINE AND LOUISE CRANE FOUNDATION
     
    C/O CAMERON K MACKEY
    EIN:
    20-8970284
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    VISIONS, INC. - CONSULTING SERVICES 1,000 0 0 0
    COMMON WEALTH OF MA - ANNUAL REPORT 19 0 0 0
    PHILANTHROPY MASSACHUSETTS - MEMBERSHIP 7,000 0 0 0
    KAYNE ANDERSON ENERGY FUND VI 5,000 0 0 0
    FED EX DELIVERIES 87 0 0 0
    MACKEY & FOSTER P.A. 31 0 0 0
    KATALYST - CONSULTATION RE FOOD INSECURITY 3,600 0 0 0
    WESTVIEW CAPITAL PARTNERS II 2,916 0 0 0
    AW JONES ASSOCIATES LP 0 1 0 0
    RCP FUND IX, LP 0 62 0 0


    TY 2020 OtherIncomeSchedule2
    Name:
    JOSEPHINE AND LOUISE CRANE FOUNDATION
     
    C/O CAMERON K MACKEY
    EIN:
    20-8970284
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    AMPERSAND 2006 LIMITED PARTNERSHIP 272,692 19 0
    BALLERTINE PARTNERS- ADJUSTMENT 1,708 0 0
    DAVIS VALUE OPPORTUNITY FD I-A 5,659 0 0
    RECEIVED 192 WARRANT SH. OCCIDENTAL PETE 950 0 0
    SJC ONSHORE DIRECT LENDING FUND II 2,214 0 0
    WESTVIEW CAPITAL - FINAL DISTRIBUTION 565 0 0
    AW JONES ASSOCIATES LP   105,609 0
    CORE PRIVATE EQUITY FUND, LP   -296 0
    DAVIS INVESTMENT VENTURES FUND IV-B, LP   -14,873 0
    DAVIS INVESTMENT VENTURES FUND II-A, LP   -22,179 0
    EAGLE INCOME APPRECIATION II, LP   133 0
    IVY REALTY FUND IV, LP   -2,633 0
    KAYNE ANDERSON ENERGY FUND VI LP   2,728 0
    KAYNE ANDERSON ENERGY FUND VII, L.P.   1,250 0
    KAYNE ANDERSON ENERGY FUND VIII, L.P.   380 0
    RCP FUND X LP   -816 0
    RCP FUND IX, LP   -23,342 0
    SJC ONSHORE DIRECT LENDING FUND II, L.P.   78 0
    TRUEBRIDGE CAPITAL PARTNERS FUND V (CAYMAN)   183 0
    SJC ONSHORE DIRECT LENDING FUND III, L.P.   13,457 0
    TRUEBRIDGE-KAUFFMAN FELLOWS ENDOWMENT FUND III, LP   46 0
    WHITE OAK PINNACLE FUND, LP   -30,785 0
    YORK EUROPEAN OPPORTUNITIES FUND, LP   -42,566 0
    EAGLE REDEMPTION LOSS -973,712 0 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    JOSEPHINE AND LOUISE CRANE FOUNDATION
     
    C/O CAMERON K MACKEY
    EIN:
    20-8970284
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODY ACCOUNT 0863003760 4,632 4,632 0 0
    TD WEALTH MANAGEMENT 92,458 92,458 0 0
    FIDELITY INVESTMENTS 199,543 199,543 0 0
    TIFF INTERNATIONAL EQUITY FUND - EXIT FEE 16,334 16,334 0 0
    ADMINISTRATIVE SERVICES (MACKEY & FOSTER) 7,075 3,538 0 0
    AMPERSAND 2006 LIMITED PARTNERSHIP 0 687 0 0
    AMPERSAND CF LIMITED PARTNERSHIP 0 637 0 0
    AVIATOR CAPITAL FUND IV GLOBAL FEEDER, LP 0 830 0 0
    AVIATOR CAPITAL MID-LIFE OFFSHORE FEEDER FUND, LP 0 826 0 0
    AW JONES ASSOCIATES LP 0 38,188 0 0
    CORE PRIVATE EQUITY FUND, LP 0 26,217 0 0
    DAVIS INVESTMENT VENTURES FUND IV-B, LP 0 -721 0 0
    EAGLE INCOME APPRECIATION II, LP 0 2,264 0 0
    KAYNE ANDERSON ENERGY FUND VI LP 0 1,968 0 0
    KAYNE ANDERSON ENERGY FUND VII, L.P. 0 5,379 0 0
    KAYNE ANDERSON ENERGY FUND VIII, L.P. 0 4,778 0 0
    MONITOR VENTURE PARTNERS ANNEX, LP 0 618 0 0
    MONITOR VENTURE PARTNERS I, LP 0 1,275 0 0
    RCP FUND X LP 0 12,175 0 0
    RCP FUND IX, LP 0 11,191 0 0
    TRUEBRIDGE CAPITAL PARTNERS FUND V (CAYMAN) 0 13,720 0 0
    WESTVIEW CAPITAL PARTNERS II, LP 0 2,535 0 0
    TRUEBRIDGE-KAUFFMAN FELLOWS ENDOWMENT FUND III, LP 0 15,704 0 0
    WHITE OAK PINNACLE FUND, LP 0 1 0 0
    YORK EUROPEAN OPPORTUNITIES FUND, LP 0 875 0 0


    TY 2020 TaxesSchedule
    Name:
    JOSEPHINE AND LOUISE CRANE FOUNDATION
     
    C/O CAMERON K MACKEY
    EIN:
    20-8970284
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    US TREASURY FORM 1Q - 2020 10,000 0 0 0
    US TREASURY FORM 2Q - 2020 6,000 0 0 0
    US TREASURY FORM 3Q - 2020 6,000 0 0 0
    US TREASURY FORM 4Q - 2020 6,000 0 0 0
    COMMONWEALTH OF MA - FORM PC 500 0 0 500
    NESTLE - FOREIGN TAXES PAID 582 582 0 0
    TD BANK WEALTH MANAGEMENT 0 5,655 0 0
    CUSTODY ACCOUNT 72-033-01-8 (CAPE COD) 2,885 2,532 0 0
    FIDELITY 0 34,052 0 0
    NESTLE - CONVERSION FEES 70 70 0 0
    AW JONES ASSOCIATES LP 0 0 0 0
    EAGLE INCOME APPRECIATION II, LP 0 354 0 0
    RCP FUND IX, LP 0 708 0 0
    TRUEBRIDGE-KAUFFMAN FELLOWS ENDOWMENT FUND III, LP 0 142 0 0
    YORK EUROPEAN OPPORTUNITIES FUND, LP 0 116 0 0
      0 597 0 0