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
EAGLEMERE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)60 EDMUNDS ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WELLESLEY, MA02481
A Employer identification number

04-3424302
B Telephone number (see instructions)

(781) 899-4350
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$18,659,668J 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) 202,122
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 241,018 241,018 241,018
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,005,806
b Gross sales price for all assets on line 6a 6,647,801
7 Capital gain net income (from Part IV, line 2)... 3,085,863
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).......      
12 Total. Add lines 1 through 11........ 3,448,946 3,326,881 241,018
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,000 12,000 12,000 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 60,617 60,617 60,617 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 11,579 1,577 1,577 0
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 265 265 265 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 84,461 74,459 74,459 0
25 Contributions, gifts, grants paid....... 888,900 888,900
26 Total expenses and disbursements. Add lines 24 and 25 973,361 74,459 74,459 888,900
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,475,585
b Net investment income (if negative, enter -0-) 3,252,422
c Adjusted net income (if negative, enter -0-)... 166,559
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............. 2,025 2,761 2,761
2 Savings and temporary cash investments......... 597,852 1,041,984 1,041,984
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) 199,711 0 0
b Investments—corporate stock (attach schedule)....... 6,344,657 Click to see attachment9,067,190 15,285,407
c Investments—corporate bonds (attach schedule)....... 1,363,192 Click to see attachment872,403 905,405
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,054,656 Click to see attachment1,053,340 1,424,111
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) 9,562,093 12,037,678 18,659,668
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...........    
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........ 8,019,477 8,019,477
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,542,616 4,018,201
29 Total net assets or fund balances (see instructions)..... 9,562,093 12,037,678
30 Total liabilities and net assets/fund balances (see instructions). 9,562,093 12,037,678
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
9,562,093
2
Enter amount from Part I, line 27a .....................
2
2,475,585
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,037,678
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
12,037,678
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 3M CO   2001-04-05 2020-11-12
b ABBVIE INC   2006-10-10 2020-12-31
c ACCENTURE PLC   2011-06-03 2020-11-12
d AIR PRODUCTS & CHEMICALS   2011-08-09 2020-11-12
e ALCON INC   2011-08-09 2020-11-12
AMAZON COM INC   2015-06-24 2020-11-12
AMGEN INC-LIT PROC   2007-05-10 2020-05-13
ANHEUSER - BUSH INBEV FIN IC   2018-03-28 2020-12-16
APPLE INC   2014-05-12 2020-12-31
AT&T INC   2014-10-02 2020-11-12
BANK OF AMERICA-LIT PROC   2009-01-21 2020-07-16
BOA #6361 - CAPITAL GAIN DIVIDENDS   2020-01-01 2020-12-31
BOA #8111 - CAPITAL GAIN DIVIDENDS   2020-01-01 2020-12-31
BP PLC   2014-10-02 2020-11-12
BROADCOM, INC   2013-11-19 2020-11-12
CHEVRON CORP NEW   2018-03-29 2020-06-24
CISCO SYSTEMS, INC   2014-10-02 2020-12-31
CORNING, INC   2014-10-02 2020-11-12
CORTEVA INC   2013-11-19 2020-11-12
DANAHER CORP   2015-06-24 2020-11-12
DOW INC   2013-11-19 2020-11-12
EATON VANCE FLOATING RATE- FUND   2019-09-20 2020-04-30
EMERSON ELECTRIC COMPANY   2012-01-06 2020-09-03
EXXON MOBIL CORP   2002-05-15 2020-03-26
GENERAL DYNAMICS CORP   2013-11-19 2020-09-30
HOME DEPOT INC   2015-06-24 2020-11-12
HONEYWELL INTERNATIONAL INC   2010-05-25 2020-11-12
INTEL CORP   2014-10-02 2020-11-12
ISHARES BROAD USD HIGH YIELD   2020-01-28 2020-12-31
ISHARES CORE MSCI EAFE ETF   2020-08-31 2020-11-24
ISHARES CORE MSCI EAFE ETF   2016-12-14 2020-12-31
ISHARES CORE MSCI EMERGING MARKETS ETF   2017-03-29 2020-04-09
ISHARES CORE U.S. AGGREGATE BOND ETF   2020-01-28 2020-12-31
ISHARES RUSSELL 1000 ETF   2020-03-23 2020-08-31
ISHARES RUSSELL 1000 ETF   2010-05-24 2020-12-31
ISHARES RUSSELL 2000 VALUE ETF   2009-08-17 2020-04-24
ISHARES RUSSELL MID-CAP   2007-08-13 2020-04-24
ISHARES RUSSELL MID-CAP ETF   2020-01-28 2020-12-31
ISHARES TR RUSSELL 2000 INDEX FUND   2010-05-24 2020-12-31
JOHNSON & JOHNSON   2009-08-17 2020-11-12
MCDONALDS CORP   2013-11-19 2020-11-12
MEDTRONIC PLC   2015-06-24 2020-11-12
MERCK & CO INC   2014-10-02 2020-03-04
NOVATRIS AG SPONSORED ADR   2011-08-09 2020-11-12
PEPSICO INC   2014-05-29 2020-11-01
PFIZER INC   2013-11-19 2020-11-12
PHILIP MORRIS INTERNATIONAL INC   2009-08-17 2020-11-12
PROCTER & GAMBLE CO   2010-05-25 2020-11-12
RAYTHEON TECHNOLOGIES, CORP   2011-08-09 2020-12-31
SPDR BLOOMBERG BARCLAYS 1-3   2020-03-23 2020-11-24
SPDR GOLD TR GOLD SHS   2016-09-16 2020-12-31
SPDR GOLD TR GOLD SHS   2019-03-14 2020-12-31
STARBUCKS CORP   2013-11-19 2020-11-12
TEXAS INSTRUMENTS, INC   2011-08-09 2020-11-12
TRUIST FINL CORP   2013-11-19 2020-11-12
UNITED STATES TREASURY NOTE   2019-06-27 2020-12-31
UNITEDHEALTH GROUP, INC   2013-11-19 2020-11-12
VANGUARD FTSE EMERGING MARKETS ETF   2010-05-24 2020-12-31
VANGUARD FTSE EMERGING MARKETS ETF   2009-08-17 2020-04-09
VANGUARD TOTAL INTERNATIONAL BOND ETF   2020-01-28 2020-12-31
VERIZON COMMUNICATIONS, INC   2014-05-27 2020-12-18
WALT DISNEY CO   2013-11-19 2020-11-12
WELLS FARGO-LIT PROC   2016-09-20 2020-10-28
(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 113,699   36,361 77,338
b 263,804   105,015 158,789
c 229,636   53,128 176,508
d 27,495   7,156 20,339
e 2,534   1,364 1,170
316,000   30,354 285,646
64     64
95,069   90,085 4,984
930,717   157,978 772,739
32,091   38,541 -6,450
63     63
      86,141
      24
18,465   41,029 -22,564
339,360   52,009 287,351
100,000   99,532 468
66,651   43,553 23,098
35,239   18,490 16,749
16,664   9,512 7,152
186,287   52,210 134,077
23,877   18,575 5,302
171,149   197,000 -25,851
76,633   51,853 24,780
73,269   123,148 -49,879
61,937   35,845 26,092
56,013   11,551 44,462
59,081   12,607 46,474
45,950   33,574 12,376
2,167   2,307 -140
28,837   26,444 2,393
12,021   10,572 1,449
286,809   323,940 -37,131
82,647   84,426 -1,779
36,365   26,645 9,720
178,003   56,737 121,266
125,915   77,760 48,155
8,316   6,028 2,288
48,356   46,678 1,678
89,281   70,308 18,973
102,852   64,228 38,624
86,606   39,029 47,577
131,579   89,614 41,965
177,066   119,982 57,084
17,243   9,803 7,440
50,000   52,467 -2,467
110,324   88,190 22,134
55,545   38,341 17,204
170,403   72,572 97,831
69,589   43,286 26,303
5,765   5,775 -10
1,797   1,297 500
330   275 55
132,207   56,332 75,875
202,916   54,453 148,463
46,972   40,521 6,451
200,000   199,711 289
246,419   64,615 181,804
87,220   82,274 4,946
372,015   372,411 -396
7,198   7,340 -142
50,828   51,702 -874
82,307   41,570 40,737
156     156
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       77,338
b       158,789
c       176,508
d       20,339
e       1,170
      285,646
      64
      4,984
      772,739
      -6,450
      63
      86,141
      24
      -22,564
      287,351
      468
      23,098
      16,749
      7,152
      134,077
      5,302
      -25,851
      24,780
      -49,879
      26,092
      44,462
      46,474
      12,376
      -140
      2,393
      1,449
      -37,131
      -1,779
      9,720
      121,266
      48,155
      2,288
      1,678
      18,973
      38,624
      47,577
      41,965
      57,084
      7,440
      -2,467
      22,134
      17,204
      97,831
      26,303
      -10
      500
      55
      75,875
      148,463
      6,451
      289
      181,804
      4,946
      -396
      -142
      -874
      40,737
      156
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 3,085,863
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 -14,076
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 45,209
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 45,209
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 45,209
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 8,500
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 8,500
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 36,709
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletFORTIS MANAGEMENT GROUP LLC Telephone no.bullet (781) 899-4350

    Located atbullet800 SOUTH STREET SUITE 255WALTHAMMA ZIP+4bullet02453
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MARILYN D SARLES MD PRESIDENT
    0.00     		0 0 0
    60 EDMUNDS ROAD
    WELLESLEY,MA02481
    DANIEL SARLES TREASURER/EXEC DIRECTOR
    25.00     		12,000 0 0
    10 BOWDOIN STREET APT 416
    BOSTON,MA02114
    KATHRYN GARVEY DIRECTOR
    0.00     		0 0 0
    37 GREENWOOD STREET
    SHERBORN,MA01770
    H JAY SARLES CLERK
    0.00     		0 0 0
    60 EDMUNDS ROAD
    WELLESLEY,MA02481
    ELIZABETH DIAS DIRECTOR
    0.00     		0 0 0
    4510 LONGHORN
    BOW MAR,CO80123
    DANIEL DIAS DIRECTOR
    0.00     		0 0 0
    4510 LONGHORN
    BOW MAR,CO80123
    PATRICK GARVEY DIRECTOR
    0.00     		0 0 0
    37 GREENWOOD STREET
    SHERBORN,MA01770
    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
    US TRUST INVESTMENT ADVISORY FEES 0
    114 WEST 47TH ST
    NEW YORK,NY10036
    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
    15,750,957
    b
    Average of monthly cash balances.......................
    1b
    517,640
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,268,597
    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
    16,268,597
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    244,029
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    16,024,568
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    801,228
    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
    801,228
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    45,209
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    45,209
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    756,019
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    756,019
    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
    756,019
    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
    888,900
    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
    888,900
    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
    888,900
    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 7 756,019
    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...... 56,000
    b From 2016...... 276,080
    c From 2017...... 273,444
    d From 2018...... 189,968
    e From 2019...... 134,911
    fTotal of lines 3a through e........ 930,403
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 888,900
    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..... 756,019
    e Remaining amount distributed out of corpus 132,881
    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 1,063,284
    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) ...     		56,000
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,007,284
    10 Analysis of line 9:
    a Excess from 2016.... 276,080
    b Excess from 2017.... 273,444
    c Excess from 2018.... 189,968
    d Excess from 2019.... 134,911
    e Excess from 2020.... 132,881
    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).)
    MARILYN D SARLES MD
    H JAY SARLES
    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
    ADVENTURER & SCIENTISTS FOR CONSERVATION
    PO BOX 1834
    BOZEMAN,MT59771     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 15,000
    ALASKA CONSERVATION FOUNDATION
    911 WEST 8TH AVE SUITE 300
    ANCHORAGE,AK99501     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 30,000
    AMERICAN RIVERS
    1101 14TH STREET NW SUITE 1400
    WASHINGTON,DC20005     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 10,000
    AMHERST COLLEGE
    220 S PLEASANT STREET
    AMHERST,MA01002     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 750
    ANIMAL RESCUE LEAGUE OF BOSTON
    10 CHANDLER STREET
    BOSTON,MA02116     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 2,500
    CHARLES RIVER WATERSHED ASSOC
    190 PARK ROAD
    WESTON,MA02493     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 60,000
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE
    NEW YORK,NY100015004     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 60,000
    EARTHJUSTICE
    50 CALIFORNIA STREET SUITE 500
    SAN FRANCISCO,CA94111     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 100,000
    ECOFLIGHT
    307 L ASPEN AIRPORT BUSINESS CENTER
    ASPEN,CO81611     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 3,000
    ECOLOGICAL DEVELOPMENT FUND
    186 ALEWIFE BROOK PARKWAY STE 214
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 10,000
    ENVIRONMENTAL DEFENSE FUND
    275 PARK AVENUE SOUTH
    NEW YORK,NY10010     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 100,000
    GLOBAL GREENGRANTS FUND
    2840 WILDERNESS PLACE STE A
    BOULDER,CO80301     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 5,000
    GREATER YELLOWSTONE
    215 S WALLACE
    BOZEMAN,MT59715     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 60,000
    HARVARD FIELD HOCKEY
    MASSACHUSETTS HALL
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 2,500
    LAKES REGION CONSERVATION
    156 DANE ROAD
    CENTER HARBOR,NH03226     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 20,000
    MANOMET CENTER CONSERVATION SCIENCE
    PO BOX 1770
    MANOMET,MA02345     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 25,000
    MASS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
    350 SOUTH HUNTINGTON AVENUE
    BOSTON,MA02130     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 2,500
    MOSES BROWN SCHOOL
    250 LLOYD AVENUE
    PROVIDENCE,RI02906     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 1,250
    MYSTIC RIVER WATHERSHED ASSOCIATION
    20 ACADEMY STREET 306
    ARLINGTON,MA02476     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 30,000
    NATURE CONSERVANCY
    4245 NORTH FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA222031606     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 120,000
    NOBLE AND GREENOUGH SCHOOL
    10 CAMPUS DRIVE
    DEDHAM,MA02026     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 10,000
    NORTH AND SOUTH RIVERS WATERSHED TRUST
    PO BOX 43
    NORWELL,MA02061     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 15,000
    OXFAM AMERICA
    226 CAUSEWAY STREET 5
    BOSTON,MA02114     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 40,000
    PRINCETON UNIVERSITY
    PRINCETON UNIVERSITY
    PRINCETON,NJ08544     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 1,900
    RIVER NETWORK
    434 NW SIXTH AVENUE
    PORTLAND,OR97209     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 25,000
    SITKA CONSERVATION SOCIETY
    PO BOX 6533
    STIKA,AK99835     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 3,000
    TRUSTEES FOR ALASKA TRUST
    1026 WEST 4TH AVENUE SUITE 201
    ANCHORAGE,AK99501     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 20,000
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    WASHINGTON,DC20037     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 115,000
    YELLOWSTONE FOREVER
    PO BOX 117
    YELLOWSTONE NATL PARK,WY82190     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 1,500
    Total .................................bullet 3a 888,900
    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....         241,018
    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 ............     		        3,005,806
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 0 3,246,824
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,246,824
    (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.)
    4 THE FOUNDATION ACCOMPLISHES ITS CHARITABLE PURPOSE BY MAKING DIRECT
    7 GIFTS. THE SOURCE OF THE GIFTS IS THE INCOME AND OR PRINCIPAL OF ITS
    8 INVESTMENT PORTFOLIO. THE INTEREST, DIVIDENDS, GAINS AND OTHER INCOME ON LINES 4, 7 & 8 ARE THE INCOME GENERATED FROM THIS INVESTMENT PORT- FOLIO.
    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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

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

    04-3424302
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    EAGLEMERE FOUNDATION INC
          		Employer identification number
    04-3424302
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    H JAY SARLES
     
    60 EDMUNDS ROAD
     
    WELLESLEY, MA02481

    		$ 202,122


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    04-3424302
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1200 SHS ABBVIE INC $ 105,936 2020-03-02
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1200 SHS MERCK & CO INC $ 96,186 2020-03-03
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    EAGLEMERE FOUNDATION INC
          		Employer identification number

    04-3424302
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Name of Bond End of Year Book Value End of Year Fair Market Value
    100000 SHS CITIGROUP INC 97,270 110,896
    100000 SHS FLORIDA POWER CORP 100,497 101,008
    100000 SHS JP MORGAN CHASE & CO 99,455 105,171
    100000 SHS MERCK & CO INC 98,806 106,048
    100000 SHS UNION PAC DOR 101,991 108,545
    12744.65 SHS PIMCO HIGH YIELD FD 113,069 115,720
    6700 SHS ISHARES S&P US PFD STK INDEX 261,315 258,017

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1000 SHS AMERICAN WATER WORKS CO 42,685 153,470
    1000 SHS BOSTON SCIENTIFIC 37,299 35,950
    1000 SHS COCA COLA 53,099 54,840
    1000 SHS COMCAST CORP 47,608 52,400
    1000 SHS HOME DEPOT INC 80,232 245,699
    1000 SHS ROCHE HLDG LTC 42,970 43,696
    1000 SHS TENCENT HLDGS 76,370 72,738
    10000 SHS SPDR BLOOMBERG BARCLAYS 1-3 915,700 915,200
    1019 SHS AVALONBAY CMNTYS INC 100,866 163,478
    102 ISHARES TR RUSSELL 200 ETF FUND 10,395 19,998
    1100 SHS DISNEY WALT CO 34,642 90,590
    1100 SHS ENTERGY CORP 61,550 109,824
    1100 SHS REPLIGEN CORP 217,953 210,793
    1182 SHS BROADCOM CORP 16,296 123,474
    1200 SHS BERKSHIRE HATHAWAY INC 151,481 278,244
    1200 SHS FACEBOOK INC 42,019 327,792
    1200 SHS MONDELIZ INTL INC 69,156 70,164
    125 SHS ALPHABET INC CLASS A 36,258 219,080
    1250 SHS MONDELIZ INTL INC 35,089 73,088
    1300 SHS EATON CORP PLC 147,577 156,182
    1300 SHS JOHNSON & JOHNSON 41,838 110,166
    131 SHS VANGUARD FTSE EMERGING MKTS ETF 4,297 6,564
    1400 SHS VERIZON COMMUNICATIONS 84,889 82,250
    1414 SHS ISHARES RUSSELL MIDCAP ETF 77,318 96,930
    151450.045 SHS PRINCIPAL MIDCAP BLEND FUND 400,000 547,313
    165 SHS FACEBOOK INC 5,778 45,071
    175 SHS BERKSHIRE HATHAWAY INC 8,440 40,577
    17667.845 SHS PRINCIPAL MIDCAP BLEND FUND 450,000 638,693
    1900 SHS ABOTT LABS 213,471 208,031
    191 SHS ISHARES BROAD USD HIGH YIELD CORP BOND ETF 7,835 7,881
    1940 SHS ISHARES CORE MSCI EAFE 95,692 120,700
    200 SHS ABBOTT LABS 4,630 21,898
    200 SHS AVALONBAY CMNTYS INC 32,493 32,086
    200 SHS COCA COLA 6,520 10,968
    200 SHS GOLDMAN SACHS GROUP 29,274 52,742
    200 SHS J P MORGAN CHASE & CO 6,970 25,414
    2000 SHS AMERIPRISE FINL INC 73,134 388,660
    2000 SHS CISCO SYS INC 45,021 80,550
    2000 SHS MORGAN STANLEY 111,112 137,060
    2100 SHS APPLE INC 108,236 849,216
    2100 SHS TRUST FINL CORP (FKA BB&T CORP) 37,362 52,723
    2145 SHS ISHARES TR RUSSELL 1000 ETF FUND 72,457 254,844
    2200 SHS ISHARES RUSSELL MIDCAP ETF 206,373 603,240
    2200 SHS MARVELL TECHNOLOGY GROUP 92,647 104,588
    224 SHS ISHARES COFE MSCI EAFE 9,950 15,476
    225 SHS CVS HEALTH CORP 6,254 15,368
    2400 SHS MICROSOFT CORP 66,972 533,808
    250 SHS AMAZON COM 71,574 635,101
    2500 SHS VANGUARD FTSE EMERGING MKTS EFT 14,190 18,942
    265 SHS VANGUARD TOTAL INTL BOND INDEX FUND 15,219 15,516
    293 SHS SPDR BLOOMBERG BARCLAYS 1-3 26,848 26,815
    300 SHS BLACKROCK INC 53,860 216,462
    300 SHS DEERE & CO 75,459 80,715
    300 SHS ELECTRONIC ARTS, INC. 36,594 43,080
    300 SHS ILLINOIS TOOL WKS INC 63,682 61,164
    300 SHS TELADOC HEALTH INC 56,215 59,988
    300 SHS UNITED PARCEL SVC INC 49,453 50,520
    3200 SHS ISHARES RUSSELL 2000 ETF 407,531 627,392
    3254.149 SHS CLEARBRIDGE SMALL CAP 100,000 167,621
    400 IDEXX LABS, INC 184,240 199,948
    400 SHS ADOBE 188,980 200,048
    400 SHS BAXTER INTL, INC 32,493 32,096
    400 SHS COSTCO WHSL CORP 49,644 150,712
    400 SHS DUPONT DE NEMOURS, INC 23,882 28,444
    400 SHS JP MORGAN CHASE & CO 45,205 50,828
    400 SHS L3HARRIS TECHNOLOGIES, INC. 74,479 75,608
    400 SHS NVIDIA CORP 216,809 208,880
    400 SHS PALO ALTO NETWORKS, INC 101,437 142,156
    4251.701 SHS PRINCIPAL MIDCAP BLEND FUND 100,000 153,699
    466 SHS DUPONT DE NEMOURS INC 27,258 33,137
    50 SHS ALPHABET INC CLASS C 14,417 87,594
    500 SHS CENTENE CORP 34,490 30,015
    500 SHS J P MORGAN CHASE & CO 34,568 63,535
    500 SHS UNION PAC CORP 99,561 104,110
    600 SHS CHURCH & DWIGHT, INC. 53,015 52,338
    600 SHS LYONDELLBASELL INDUSTRIES 45,438 54,996
    600 SHS PEPSICO INC 39,338 88,980
    600 SHS VERIZON COMMUNICATIONS 29,706 35,250
    700 SHS ACTIVISION BLIZZARD, INC 54,682 64,995
    700 SHS CATERPILLAR, INC. 118,378 127,414
    700 SHS COMCAST CORP 33,180 73,360
    700 SHS NIKE, INC 89,291 99,029
    700 SHS TARGET CORP 111,913 123,571
    7400 SHS ISHARES CORE MSCI EAFE 430,013 511,266
    75 SHS ALPHABET INC CLASS C 21,626 131,391
    750 SHS MC DONALDS CORP 33,111 75,103
    800 SHS SALESFORCE COM INC 202,388 178,024
    8132.29 SHS CLEARBRIDGE SMALL CAP 300,000 418,894
    865 SHS ISHARES TR RUSSELL 2000 ETF FUND 38,373 65,288
    895 SHS ISHARES RUSSELL MIDCAP ETF 31,203 61,352
    900 SHS HONEYWELL INTL INC 23,333 127,620
    900 SHS INTERCONTINENTAL EXCHANGE, INC 88,751 103,761
    900 SHS PAYPAL HOLDINGS INC 174,596 210,780
    942 SHS ISHARES CORE US AGGREGATE BOND FUND 107,559 111,335
    9843.08 SHS CLEARBRIDGE SMALL CAP 325,000 507,017

    TY 2020 InvestmentsOtherSchedule2
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    10231.924 SHS GOTHAM ABSOLUTE RETURN FUND AT COST 150,000 148,874
    18832.392 SHS BLACKSTONE ALT MULTI STRATEGY AT COST 200,000 192,844
    276994.24 SHS SUMMIT PARTNERS SUSTAINABLE OPPS L/S FUND AT COST 300,000 493,805
    3300 SHS SPDR GOLD TR AT COST 403,340 588,588

    TY 2020 OtherExpensesSchedule
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEE 265 265 265 0
      0 0 0 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 6361 57,204 57,204 57,204 0
    MANAGEMENT FEES 8111 3,413 3,413 3,413 0


    TY 2020 SubstantialContributorsSch
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Name Address
    MARILYN SARLES 60 EDMUNDS ROAD
    WELLESLEY,MA02481
    H JAY SARLES 60 EDMUNDS ROAD
    WELLESLEY,MA02481


    TY 2020 TaxesSchedule
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 6361 1,205 1,205 1,205 0
    FOREIGN TAXES 8111 372 372 372 0
    EXCISE TAXES 10,002 0 0 0