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 06-01-2020 , and ending 05-31-2021
Name of foundation
THE BOARDMAN FAMILY FOUNDATION # 531
 
Number and street (or P.O. box number if mail is not delivered to street address)BNY MELLON NA - PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

13-7166339
B Telephone number (see instructions)

(212) 922-8935
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$12,377,784J 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... 197,524 194,817  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 518,764
b Gross sales price for all assets on line 6a 2,016,989
7 Capital gain net income (from Part IV, line 2)... 518,764
8 Net short-term capital gain......... 0
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 7,242    
12 Total. Add lines 1 through 11........ 723,530 713,581  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 76,475 61,180   15,295
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,446 858   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 80,921 62,038 0 15,295
25 Contributions, gifts, grants paid....... 460,000 460,000
26 Total expenses and disbursements. Add lines 24 and 25 540,921 62,038 0 475,295
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 182,609
b Net investment income (if negative, enter -0-) 651,543
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 Savings and temporary cash investments......... 89,698 178,384 178,384
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,819,929 Click to see attachment6,887,790 12,199,400
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) 6,909,627 7,066,174 12,377,784
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
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........ 6,909,627 7,066,174
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)..... 6,909,627 7,066,174
30 Total liabilities and net assets/fund balances (see instructions). 6,909,627 7,066,174
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
6,909,627
2
Enter amount from Part I, line 27a .....................
2
182,609
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
265
4
Add lines 1, 2, and 3 ..........................
4
7,092,501
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
26,327
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,066,174
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 5. AMAZON COM INC   2020-03-13 2020-06-03
b 69. JOHNSON & JOHNSON COM     2020-06-03
c 36. VERTEX PHARMACEUTICALS INC     2020-06-03
d 7. ADOBE SYS INC COM   2020-02-28 2020-06-04
e 55. MICROSOFT CORP COM   2019-11-15 2020-06-04
86. ATLASSIAN CORP PLC-CLASS A     2020-06-04
190. SQUARE INC - A   2019-04-11 2020-06-11
380. TRUIST FINL CORP   2019-11-06 2020-06-11
51. BIOGEN IDEC INC   2020-03-17 2020-06-16
340. JOHNSON & JOHNSON COM     2020-06-25
125000. AT&T INC   2013-02-22 2020-06-29
330. T-MOBILES US INC- RIGHTS 12/25/50   2020-06-26 2020-06-30
440. AT&T INC   2019-08-27 2020-07-06
128. SQUARE INC - A     2020-07-13
90. CROWDSTRIKE HOLDINGS INC - A   2020-05-19 2020-07-15
83. PAYPAL HOLDINGS INC   2019-07-29 2020-07-15
23. TRADE DESK INC/THE   2020-03-09 2020-07-15
11. ADOBE SYS INC COM   2020-02-28 2020-07-16
26. ADOBE SYS INC COM   2013-02-04 2020-07-16
85. SALESFORCE COM INC   2012-10-16 2020-07-16
57. UNITED HEALTH GROUP INC   2019-11-18 2020-07-17
23. VERTEX PHARMACEUTICALS INC   2019-06-05 2020-07-17
54. PROCTER & GAMBLE CO COM   2020-03-19 2020-07-27
270. ADVANCED MICRO DEVICES INC   2019-02-19 2020-08-03
250. EXELON CORP   2015-08-20 2020-08-03
34. NEXTERA ENERGY INC   2018-10-30 2020-08-03
44. PAYPAL HOLDINGS INC   2019-10-28 2020-08-03
156. PAYPAL HOLDINGS INC     2020-08-03
100000. CREDIT SUISSE NEW YO 4.375% 8/05/20   2013-04-01 2020-08-05
48. S & P GLOBAL INC   2019-06-19 2020-08-07
251. BIOMARIN PHARMACEUTICAL INC   2020-06-25 2020-08-24
40. ADVANCED MICRO DEVICES INC   2019-02-19 2020-09-01
4. ALPHABET INC/CA   2019-11-25 2020-09-01
47. CELANESE CORP DEL     2020-09-01
18. KLA TENCOR CORP   2019-10-28 2020-09-01
17. PAYPAL HOLDINGS INC   2019-10-28 2020-09-01
19. SQUARE INC - A   2019-04-10 2020-09-01
163. CONSTELLATION BRANDS INC     2020-09-02
33. NVIDIA CORP   2020-01-23 2020-09-04
9. ALPHABET INC/CA   2019-11-25 2020-09-09
29. CROWDSTRIKE HOLDINGS INC - A   2020-05-19 2020-09-09
191. YUM BRANDS INC     2020-09-29
9. YUM BRANDS INC   2012-10-16 2020-09-29
650. EXXON MOBIL CORP   2019-05-09 2020-10-07
114. VERTEX PHARMACEUTICALS INC     2020-10-30
137. DISNEY (WALT) COMPANY HOLDING CO.     2020-11-02
111.671 VIATRIS INC     2020-11-20
92.329 VIATRIS INC     2020-11-20
.7302 VIATRIS INC   2017-10-30 2020-11-25
23. J P MORGAN CHASE & CO   2018-03-21 2021-01-07
120. TRUIST FINL CORP   2019-11-06 2021-01-07
135. DISNEY (WALT) COMPANY HOLDING CO.     2021-01-15
20. NVIDIA CORP   2020-01-23 2021-01-21
35. SQUARE INC - A   2019-04-10 2021-01-21
130. BRISTOL MYERS SQUIBB CO COM     2021-01-27
400. COMCAST CORP NEW CL A     2021-01-27
440. PFIZER INC COM     2021-02-03
170. PFIZER INC COM     2021-02-03
62. PROCTER & GAMBLE CO COM   2020-03-19 2021-02-03
153. CELANESE CORP DEL     2021-02-04
24. MICROSOFT CORP COM   2019-11-15 2021-02-04
51. SQUARE INC - A   2019-04-10 2021-02-04
112. DEERE & COMPANY   2017-08-08 2021-02-05
177. TRANE TECHNOLOGIES PLC   2012-10-16 2021-02-05
53. MICROSOFT CORP COM     2021-02-08
49. SQUARE INC - A   2019-04-10 2021-02-08
560. PFIZER INC COM   2020-06-03 2021-02-09
580. PFIZER INC COM     2021-02-09
142. APPLE COMPUTER INC COM     2021-02-11
1010. SCHWAB CHARLES CORP NEW     2021-02-19
187. APPLE COMPUTER INC COM     2021-02-23
132. APPLE COMPUTER INC COM   2019-10-28 2021-02-25
64. PAYPAL HOLDINGS INC     2021-02-25
232. DOLLAR GENERAL CORP     2021-03-01
37. NVIDIA CORP     2021-03-01
20. CHARTER COMMUNICATIONS INC-A   2020-02-03 2021-03-04
326. APPLE COMPUTER INC COM   2019-10-28 2021-03-08
131. PROCTER & GAMBLE CO COM     2021-03-11
24. PROCTER & GAMBLE CO COM   2019-04-30 2021-03-11
51. AMERICAN TOWER CORP-CL A   2020-04-03 2021-03-15
23. AMERICAN TOWER CORP-CL A     2021-03-15
61. EQUINIX INC     2021-03-15
430. NEXTERA ENERGY INC     2021-03-16
50. O'REILLY AUTOMOTIVE INC   2020-04-29 2021-03-16
125000. EBAY INC 2.6% 7/15/22   2014-09-29 2021-03-23
172. OTIS WORLDWIDE CORP   2020-04-08 2021-03-25
168. OTIS WORLDWIDE CORP   2019-10-21 2021-03-25
560. BANK AMER CORP   2015-02-25 2021-04-06
65. CHARTER COMMUNICATIONS INC-A   2020-02-03 2021-04-16
760. MONDELEZ INTERNATIONAL INC     2021-04-16
61. PROCTER & GAMBLE CO COM     2021-04-16
368. OTIS WORLDWIDE CORP   2020-04-08 2021-04-20
190. YUM BRANDS INC     2021-04-26
130. AMERICAN INTERNATIONAL GROUP   2019-09-17 2021-04-29
210. SYNCHRONY FINANCIAL   2016-10-05 2021-04-29
154. PROCTER & GAMBLE CO COM     2021-05-04
260. NIKE INC CL B   2018-02-14 2021-05-07
81. THERMO ELECTRON CORP     2021-05-14
434. APPLE COMPUTER INC COM     2021-05-26
59. DEERE & COMPANY     2021-05-27
68. O'REILLY AUTOMOTIVE INC     2021-05-27
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(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 12,343   8,560 3,783
b 10,200   9,629 571
c 9,970   7,147 2,823
d 2,698   2,361 337
e 10,110   8,231 1,879
14,806   4,680 10,126
16,484   14,369 2,115
14,369   20,870 -6,501
14,436   15,614 -1,178
47,420   44,483 2,937
129,465   140,980 -11,515
56     56
13,344   15,307 -1,963
16,044   9,657 6,387
9,106   7,102 2,004
14,125   9,293 4,832
9,827   5,110 4,717
4,642   3,709 933
10,972   995 9,977
15,579   3,281 12,298
17,542   15,627 1,915
6,739   3,991 2,748
6,829   6,224 605
21,063   6,576 14,487
9,510   8,532 978
9,447   5,844 3,603
8,655   4,753 3,902
30,687   17,231 13,456
100,000   113,469 -13,469
16,538   11,006 5,532
18,347   31,026 -12,679
3,636   974 2,662
6,545   5,218 1,327
4,832   2,194 2,638
3,707   3,137 570
3,529   1,837 1,692
3,185   1,421 1,764
30,544   25,366 5,178
16,109   8,307 7,802
13,878   11,741 2,137
3,692   2,288 1,404
17,349   18,604 -1,255
817   453 364
21,691   49,701 -28,010
23,691   19,701 3,990
16,530   14,728 1,802
1,926   1,747 179
1,592   1,435 157
12   11 1
3,140   2,652 488
6,186   6,590 -404
23,070   11,053 12,017
10,865   5,035 5,830
7,668   2,618 5,050
8,090   6,164 1,926
19,527   9,293 10,234
15,328   16,179 -851
5,922   6,490 -568
7,964   7,147 817
19,261   5,320 13,941
5,776   3,592 2,184
11,991   3,814 8,177
34,660   14,759 19,901
26,479   4,921 21,558
12,800   7,387 5,413
12,651   3,665 8,986
19,489   19,169 320
20,185   19,719 466
19,049   12,806 6,243
62,349   32,228 30,121
23,126   13,468 9,658
16,178   8,201 7,977
16,334   6,905 9,429
44,332   33,042 11,290
20,229   9,111 11,118
12,279   10,712 1,567
38,339   20,254 18,085
16,667   15,059 1,608
3,054   2,545 509
11,018   11,101 -83
4,969   2,150 2,819
40,893   31,449 9,444
32,485   18,175 14,310
24,138   19,595 4,543
128,049   123,968 4,081
11,562   7,441 4,121
11,293   11,947 -654
22,213   9,240 12,973
41,683   34,813 6,870
44,650   32,055 12,595
8,372   6,129 2,243
26,036   15,919 10,117
22,022   9,093 12,929
6,338   7,390 -1,052
9,246   5,877 3,369
20,801   13,997 6,804
35,806   17,642 18,164
37,229   16,600 20,629
55,121   25,313 29,808
21,231   7,729 13,502
36,095   26,184 9,911
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
      28,133
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       3,783
b       571
c       2,823
d       337
e       1,879
      10,126
      2,115
      -6,501
      -1,178
      2,937
      -11,515
      56
      -1,963
      6,387
      2,004
      4,832
      4,717
      933
      9,977
      12,298
      1,915
      2,748
      605
      14,487
      978
      3,603
      3,902
      13,456
      -13,469
      5,532
      -12,679
      2,662
      1,327
      2,638
      570
      1,692
      1,764
      5,178
      7,802
      2,137
      1,404
      -1,255
      364
      -28,010
      3,990
      1,802
      179
      157
      1
      488
      -404
      12,017
      5,830
      5,050
      1,926
      10,234
      -851
      -568
      817
      13,941
      2,184
      8,177
      19,901
      21,558
      5,413
      8,986
      320
      466
      6,243
      30,121
      9,658
      7,977
      9,429
      11,290
      11,118
      1,567
      18,085
      1,608
      509
      -83
      2,819
      9,444
      14,310
      4,543
      4,081
      4,121
      -654
      12,973
      6,870
      12,595
      2,243
      10,117
      12,929
      -1,052
      3,369
      6,804
      18,164
      20,629
      29,808
      13,502
      9,911
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 518,764
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 9,056
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 9,056
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 9,056
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,033
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,033
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 7,023
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 taxBullet0 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletNJ
    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 ofbulletBNY MELLON NA Telephone no.bullet (212) 922-8935

    Located atbulletPO BOX 185PITTSBURGHPA ZIP+4bullet152300185
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BNY MELLON NA TRUSTEE
    0     		76,475    
    PO Box 185
    Pittsburgh,PA152300185
    Nancy Boardman CO-TRUSTEE
    3     		0    
    PO Box 540
    Arlington,VT052500540
    James R Boardman CO-TRUSTEE
    3     		0    
    25 Cathlow Drive
    Riverside,CT068782602
    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
    NONE
    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.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    10,887,016
    b
    Average of monthly cash balances.......................
    1b
    388,264
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,275,280
    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
    11,275,280
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    169,129
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,106,151
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    555,308
    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
    555,308
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    9,056
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,056
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    546,252
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    546,252
    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
    546,252
    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
    475,295
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    475,295
    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
    475,295
    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 7 546,252
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 450,366
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 475,295
    a Applied to 2019, but not more than line 2a 450,366
    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..... 24,929
    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 ..........     		521,323
    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.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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
    SECOND CHANCE ANIMAL CENTER
    1179 VT-7A
    ARLINGTON,VT05250     		NONE PC GENERAL OPERATING PURPOSES 100,000
    GREENWICH UNITED WAY
    500 WEST PUTNAM AVENUE 415
    GREENWICH,CT06830     		NONE PC GENERAL OPERATING 45,000
    NEIGHBOR TO NEIGHBOR
    248 E PUTNAM AVE
    Greenwich,CT06830     		NONE PC GENERAL OPERATING PURPOSES 23,000
    ROW NEW YORK INC
    163 AMSTERDAM AVE SUITE 1108
    NEW YORK,NY10023     		NONE PC GENERAL OPERATING PURPOSES 10,000
    CHOATE ROSEMARY HALL
    333 CHRISTIAN ST
    WALLINGFORD,CT06492     		NONE PC GENERAL OPERATING PURPOSES 5,000
    DARTMOUTH COLLEGE
    DARTMOUTH COLLEGE
    HANOVER,NH03755     		NONE PC GENERAL OPERATING PURPOSES 10,000
    CHRIST CHURCH GREENWICH
    ENDUPOTO PRIMARY SCHOOL IN TANZANIA
    GREENWICH,CT06830     		NONE PC GENERAL OPERATING PURPOSES 10,000
    MEALS-ON-WHEELS OF GREENWICH
    89 MAPLE AVE
    GREENWICH,CT06830     		NONE PC GENERAL OPERATING PURPOSES 2,000
    WASHINGTON AND LEE UNIVERSITY
    204 W WASHINGTON ST
    LEXINGTON,VA24450     		NONE PC GENERAL OPERATING PURPOSES 5,000
    FRIENDS OF NATHANIEL WITHERELL
    70 PARSONAGE RD
    GREENWICH,CT06830     		NONE PC GENERAL OPERATING PURPOSES 45,000
    RIVER HOUSE ADULT DAY CENTER
    125 RIVER RD EXT
    COS COB,CT06807     		NONE PC GENERAL OPERATING PURPOSES 50,000
    THE IRELAND FUNDS OF AMERICA
    BASEBALL IRELAND
    BOSTON,MA02109     		NONE PC GENERAL OPERATING PURPOSES 20,000
    MIDDLEBURY COLLEGE
    14 OLD CHAPEL RD
    MIDDLEBURY,VT05753     		NONE PC GENERAL OPERATING PURPOSES 35,000
    SALVE REGINA UNIVERSITY
    JOHN E MCGINTY HISTORY PROGRAM
    NEWPORT,RI02840     		NONE PC GENERAL OPERATING PURPOSES 10,000
    PLANNED PARENTHOOD OF
    NORTHERN NEW ENGLAND
    784 HERCULES DRIVE SUITE 110
    COLCHESTER,VT05446     		NONE PC GENERAL OPERATING PURPOSES 75,000
    GREEN MOUNTAIN PUG RESCUE
    283 TOWN LINE RD
    MENDON,VT05701     		NONE PC GENERAL OPERATING PURPOSES 10,000
    MARTHA CANFIELD FREE LIBRARY
    528 E ARLINGTON RD
    ARLINGTON,VT05250     		NONE PC GENERAL OPERATING PURPOSES 5,000
    Total .................................bullet 3a 460,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    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....     14 197,524  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 518,764  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 7,242  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   723,530  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    723,530
    (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 InvestmentsOtherSchedule2
    Name:
    THE BOARDMAN FAMILY FOUNDATION # 531
    EIN:
    13-7166339
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    194162103 COLGATE PALMOLIVE CO AT COST 63,472 70,375
    244199105 DEERE & COMPANY AT COST 47,145 132,524
    30303M102 FACEBOOK INC AT COST 85,066 271,202
    438516106 HONEYWELL INTL INC AT COST 23,117 131,850
    46625H100 J P MORGAN CHASE & C AT COST 112,601 181,485
    655844108 NORFOLK SOUTHERN COR AT COST 2,381 126,405
    872590104 T -MOBILE US INC AT COST 20,945 46,679
    883556102 THERMO ELECTRON CORP AT COST 12,527 55,871
    91324P102 UNITED HEALTH GROUP AT COST 47,960 126,048
    369604103 GENERAL ELECTRIC CO      
    452308109 ILLINOIS TOOL WORKS AT COST 43,744 116,807
    478160104 JOHNSON & JOHNSON CO      
    79466L302 SALESFORCE COM INC AT COST 6,600 40,715
    91913Y100 VALERO ENERGY CORP N AT COST 49,276 81,686
    92343V104 VERIZON COMMUNICATIO      
    G5876H105 MARVELL TECHNOLOGY G      
    007565120 DREYFUS GLOBAL REAL      
    007903107 ADVANCED MICRO DEVIC AT COST 21,574 80,080
    016255101 ALIGN TECHNOLOGY INC      
    256746108 DOLLAR TREE INC      
    30063P105 EXACT SCIENCES CORP      
    46432F842 ISHARES CORE MSCI EA AT COST 121,400 153,600
    64110L106 NETFLIX COM INC AT COST 80,514 86,483
    654106103 NIKE INC CL B AT COST 35,367 90,064
    67059N108 NUTANIX INC      
    857477103 STATE ST CORP COM      
    92826C839 VISA INC AT COST 84,500 201,615
    958102105 WESTERN DIGITAL CORP      
    03027X100 AMERICAN TOWER CORP- AT COST 13,927 38,064
    126650100 CVS CORP AT COST 58,622 78,833
    254687106 DISNEY (WALT) COMPAN AT COST 15,365 53,416
    261986277 DREYFUS GLOBAL REAL      
    366505105 GARRETT MOTION INC-W AT COST 305 561
    375558103 GILEAD SCIENCES INC      
    437076102 HOME DEPOT INC USD 0 AT COST 50,094 142,553
    45866FAA2 INTERCONTINENTALEXCH AT COST 129,496 135,414
    459200101 INTERNATIONAL BUSINE AT COST 16,124 21,561
    512807108 LAM RESH CORP COM      
    552953101 MGM MIRAGE      
    595112103 MICRON TECHNOLOGY AT COST 86,652 175,853
    882508104 TEXAS INSTRUMENTS IN AT COST 88,145 140,846
    097023105 BOEING COMPANY      
    22160K105 COSTCO WHSL CORP NEW AT COST 28,165 290,890
    22546QAF4 CREDIT SUISSE NEW YO      
    261949739 DREYFUS FLOATING RAT      
    261980759 DREYFUS PREM LT TRM      
    278642AE3 EBAY INC 2.6% 7/15/2      
    594918104 MICROSOFT CORP COM AT COST 183,662 471,895
    852234103 SQUARE INC - A AT COST 24,936 79,662
    G0177J108 ALLERGAN PLC      
    G1151C101 ACCENTURE PLC IRELAN      
    G5960L103 MEDTRONIC PLC AT COST 106,160 133,046
    02079K305 ALPHABET INC/CA AT COST 81,926 311,104
    06739GAR0 BARCLAYS BANK PLC      
    101137107 BOSTON SCIENTIFIC CO AT COST 76,065 86,802
    166764100 CHEVRONTEXACO CORP AT COST 88,279 96,006
    26078J100 DOWDUPONT INC      
    29444U700 EQUINIX INC AT COST 21,909 38,309
    30231G102 EXXON MOBIL CORP      
    58933Y105 MERCK & CO INC AT COST 28,116 140,624
    70450Y103 PAYPAL HOLDINGS INC AT COST 78,848 162,513
    808513105 SCHWAB CHARLES CORP      
    89417E109 TRAVELERS COS INC AT COST 14,858 33,537
    988498101 YUM BRANDS INC AT COST 6,775 37,791
    037833100 APPLE COMPUTER INC C AT COST 62,088 349,282
    040413106 ARISTA NETWORKS INC      
    05569M509 BNY MELLON MID CAP S AT COST 171,011 287,232
    060505104 BANK AMER CORP AT COST 37,259 95,801
    21036P108 CONSTELLATION BRANDS      
    233203421 DFA EMERG MKTS CORE AT COST 260,000 418,815
    260557103 DOW INC.      
    452327109 ILLUMINA INC      
    61174X109 MONSTER BEVERAGE COR      
    742718109 PROCTER & GAMBLE CO AT COST 4,835 45,579
    929089100 VOYA FINANCIAL INC AT COST 44,283 89,107
    G29183103 EATON CORP PLC AT COST 40,231 120,558
    G47791101 INGERSOLL-RAND PLC      
    00724F101 ADOBE SYS INC COM AT COST 6,197 81,742
    05569M830 BNY MELLON BOND FD C AT COST 453,270 454,319
    12572Q105 CME GROUP INC AT COST 81,461 98,004
    20030N101 COMCAST CORP NEW CL AT COST 48,374 87,157
    200340107 COMERICA INC COM      
    25179M103 DEVON ENERGY CORPORA AT COST 24,587 23,904
    609207105 MONDELEZ INTERNATION AT COST 21,318 33,671
    65339F101 NEXTERA ENERGY INC AT COST 22,600 39,392
    717081103 PFIZER INC COM      
    718172109 PHILIP MORRIS INTERN AT COST 86,368 97,491
    723787107 PIONEER NAT RES CO AT COST 81,140 84,313
    78486Q101 SVB FINL GROUP      
    874039100 TAIWAN SEMICONDUCTOR      
    002824100 ABBOTT LABORATORIES AT COST 39,743 85,155
    023135106 AMAZON COM INC AT COST 55,427 377,099
    110122108 BRISTOL MYERS SQUIBB AT COST 39,052 55,205
    848637104 SPLUNK INC      
    87165B103 SYNCHRONY FINANCIAL AT COST 68,950 129,903
    969457100 WILLIAMS CO INC AT COST 28,881 50,046
    00206RAX0 AT&T INC      
    026874784 AMERICAN INTERNATION AT COST 109,292 135,799
    05569M806 BNY MELLON SMALL CAP AT COST 361,007 754,580
    126408103 CSX CORP COM AT COST 46,026 119,143
    150870103 CELANESE CORP DEL AT COST 22,001 109,197
    17275R102 CISCO SYS INC      
    30161N101 EXELON CORP AT COST 40,705 54,595
    G06242104 ATLASSIAN CORP PLC-C AT COST 32,057 68,118
    125523100 CIGNA CORP AT COST 14,294 32,874
    00287Y109 ABBVIE INC AT COST 52,015 76,976
    05588E850 BNY MELLON HIGH YIEL AT COST 445,226 413,545
    05589K400 BNYM FLTNG RT INC-Y AT COST 200,000 192,215
    16119P108 CHARTER COMMUNICATIO AT COST 22,169 30,559
    191216100 COCA-COLA CO USD AT COST 90,463 93,440
    00206R102 AT&T INC      
    15135B101 CENTENE CORP DEL AT COST 57,207 65,504
    G8994E103 TRANE TECHNOLOGIES P AT COST 17,680 129,362
    05588F709 BNYM GLBL RL EST SEC AT COST 127,040 219,245
    09062X103 BIOGEN IDEC INC      
    482480100 KLA TENCOR CORP AT COST 57,788 88,095
    67066G104 NVIDIA CORP AT COST 63,984 170,892
    22788C105 CROWDSTRIKE HOLDINGS AT COST 37,993 75,753
    68902V107 OTIS WORLDWIDE CORP      
    78409V104 S & P GLOBAL INC AT COST 60,694 99,801
    816851109 SEMPRA ENERGY AT COST 61,156 54,738
    031162100 AMGEN INC AT COST 35,709 40,926
    009158106 AIR PRODUCTS AND CHE AT COST 84,048 106,379
    75513E101 RAYTHEON TECHNOLOGIE AT COST 76,204 90,129
    88339J105 TRADE DESK INC/THE AT COST 33,502 62,931
    256677105 DOLLAR GENERAL CORP      
    461202103 INTUIT INC COM AT COST 29,080 45,226
    67103H107 O'REILLY AUTOMOTIVE AT COST 26,184 36,388
    55024U109 LUMENTUM HOLDINGS IN AT COST 41,834 43,126
    89832Q109 TRUIST FINL CORP AT COST 72,198 101,319
    92532F100 VERTEX PHARMACEUTICA      
    05587N794 BNYM GLBL RL RTRN -Y AT COST 160,000 183,564
    518439104 ESTEE LAUDER COMPANI AT COST 82,911 82,454
    538034109 LIVE NATION INC AT COST 32,461 31,539
    302491303 F M C CORP COM NEW AT COST 34,936 38,041
    517834107 LAS VEGAS SANDS CORP AT COST 47,076 54,285
    37045V100 GENERAL MOTORS CO AT COST 89,685 94,303
    235851102 DANAHER CORP COMMON AT COST 75,947 81,453
    G46188101 HORIZON THERAPEUTICS AT COST 22,385 27,498
    532457108 ELI LILLY & CO COM AT COST 45,566 59,323
    83088M102 SKYWORKS SOLUTIONS I AT COST 37,978 48,790
    828806109 SIMON PPTY GROUP INC AT COST 57,489 61,161
    09857L108 BOOKING HOLDINGS INC AT COST 85,994 85,016
    03076C106 AMERIPRISE FINL INC AT COST 64,113 74,574

    TY 2020 OtherDecreasesSchedule
    Name:
    THE BOARDMAN FAMILY FOUNDATION # 531
    EIN:
    13-7166339
    Description Amount
    CY PENDING SALES 23,412
    RETURN OF CAPITAL ADJ ON SALES 2,915


    TY 2020 OtherIncomeSchedule2
    Name:
    THE BOARDMAN FAMILY FOUNDATION # 531
    EIN:
    13-7166339
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 7,242 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    THE BOARDMAN FAMILY FOUNDATION # 531
    EIN:
    13-7166339
    Description Amount
    COST BASIS ADJUSTMENT 265


    TY 2020 TaxesSchedule
    Name:
    THE BOARDMAN FAMILY FOUNDATION # 531
    EIN:
    13-7166339
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 646 646   0
    FEDERAL TAX PAYMENT - PRIOR YE 2,573 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,015 0   0
    FOREIGN TAXES ON NONQUALIFIED 212 212   0