Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
The Vertex Foundation Inc
 
% KRISTA BOUDREAU
Number and street (or P.O. box number if mail is not delivered to street address)50 NORTHERN AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02210
A Employer identification number

82-3101518
B Telephone number (see instructions)

(617) 961-5104
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$657,234J 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) 5,000,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 18,302 18,302  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)...  
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........ 5,018,302 18,302  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 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 432,733 0 0 431,798
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 205 0 0 250
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 1,450 0 0 2,255
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 434,388 0 0 434,303
25 Contributions, gifts, grants paid....... 16,943,439 14,998,926
26 Total expenses and disbursements. Add lines 24 and 25 17,377,827 0 0 15,433,229
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -12,359,525
b Net investment income (if negative, enter -0-) 18,302
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 11,084,096 657,234 657,234
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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)..........      
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) 11,084,096 657,234 657,234
Liabilities 17 Accounts payable and accrued expenses.......... 11,789 0
18 Grants payable................. 419,154 2,378,845
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)......... 430,943 2,378,845
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........ 10,653,153 -1,721,611
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)..... 10,653,153 -1,721,611
30 Total liabilities and net assets/fund balances (see instructions). 11,084,096 657,234
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
10,653,153
2
Enter amount from Part I, line 27a .....................
2
-12,359,525
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
-1,706,372
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
15,239
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
-1,721,611
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.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
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................................ 1 254
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 254
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 254
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 20
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 300
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 320
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 66
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet66 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? Click to see attachment....................
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 changesClick to see attachment....
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.Click to see attachment
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)
    bulletCA, DE, MA
    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 instructionsClick to see attachment.................
    12
    Yes
     
    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 ofbulletKRISTA BOUDREAU Telephone no.bullet (617) 961-5104

    Located atbullet50 NORTHERN AVENUEBOSTONMA ZIP+4bullet02210
    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
     
    No
    .........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). Click to see attachment
    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
    David Altshuler VICE CHAIRMAN/DIRECTOR
    1.0     		0 0 0
    50 NORTHERN AVENUE
    BOSTON,MA02210
    Michael Parini CHAIRMAN/DIRECTOR
    1.0     		0 0 0
    50 NORTHERN AVENUE
    BOSTON,NE02210
    Katharine Jensen Executive Director/Director
    15.0     		0 0 0
    50 NORTHERN AVENUE
    BOSTON,MA02210
    Paul Silva Treasurer
    1.0     		0 0 0
    50 NORTHERN AVENUE
    BOSTON,MA02210
    Julie Fogarty SECRETARY
    1.0     		0 0 0
    50 NORTHERN AVENUE
    BOSTON,MA02210
    Eustacia MacNaught Director
    1.0     		0 0 0
    50 NORTHERN AVENUE
    BOSTON,MA02210
    Dottie Caplan Director (term end 2/6/20)
    1.0     		0 0 0
    50 NORTHERN AVENUE
    BOSTON,MA02210
    Sabine Hadida Director
    1.0     		0 0 0
    50 NORTHERN AVENUE
    BOSTON,MA02210
    Stephanie Franklin Director
    1.0     		0 0 0
    50 NORTHERN AVENUE
    BOSTON,MA02210
    Kristy Grimm Director
    1.0     		0 0 0
    50 NORTHERN AVENUE
    BOSTON,MA02210
    David Gillen Director
    1.0     		0 0 0
    50 NORTHERN AVENUE
    BOSTON,MA02210
    Amit Sachdev Director (Beg 3/26/2020)
    1.0     		0 0 0
    50 NORTHERN AVENUE
    BOSTON,MA02210
    Nina Devlin Director (beg 3/26/2020)
    1.0     		0 0 0
    50 NORTHERN AVENUE
    BOSTON,MA02210
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Benevity Inc Grantmaking 58,832
    611 MERIDITH ROAD NE 700
    CALGARY,ABT2E 2W5
    CA
    AMERICAN ONLINE GIVING FOUNDATION inc Grantmaking 94,701
    2454 N MCMULLEN BOOTH RD SUITE 43
    CLEARWATER,FL33759
    Boston Cares Inc volunteering assist 90,000
    10 City Square
    BOSTON,MA02129
    Points of Light volunteering assist 121,400
    PO BOX 161466
    ATLANTA,GA303211466
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    5,808,980
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,808,980
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,808,980
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    87,135
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,721,845
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    286,092
    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
    286,092
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    254
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    254
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    285,838
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    285,838
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    285,838
    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
    15,433,229
    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
    15,433,229
    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
    15,433,229
    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 7 285,838
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017...... 74,920
    d From 2018...... 1,707,402
    e From 2019...... 6,629,560
    fTotal of lines 3a through e........ 8,411,882
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 15,433,229
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 285,838
    e Remaining amount distributed out of corpus 15,147,391
    5 Excess distributions carryover applied to 2020.    
    (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 23,559,273
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		23,559,273
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 74,920
    c Excess from 2018.... 1,707,402
    d Excess from 2019.... 6,629,560
    e Excess from 2020.... 15,147,391
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THE VERTEX FOUNDATION
    50 NORTHERN AVE
    BOSTON,MA02210
    (617) 341-6100
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN LETTER
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    CHARITABLE ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    American Online Giving Foundation
    2454 N McMullen Booth Rd Suite 43
    Clearwater,FL33759     		  PC Donor advised fund matching gifts 1,732,187
    CHARITABLE GIVING LTD
    Union Mine Road Pitts Cleave
    Tavistock,DevonPL190NS
    UK     		  PC Donor advised fund matching gifts 48,154
    UK Online Giving Foundation
    Unit 9 Cirencester Office Park
    Cirencester,GloucestershireGL76JJ
    UK     		  PC Donor advised fund matching gifts 66,436
    Charities Aid Foundation
    225 Reinekers Lane Suite 375
    Alexandria,VA22314     		  PC Donor advised fund grants 2,772,857
    AUSTRALIAN ONLINE GIVING FOUNDATION
    Suites 13-15 56 Neridah Street
    Chatswood,New South Wales2067
    AS     		  PC Donor advised fund matching gifts 969
    CANADIAN ONLINE GIVING FOUNDATION
    5090 Explorer Drive Unit 203
    Mississauga,OntarioL4W4T9
    CA     		  PC Donor advised fund matching gifts 7,549
    HAUS DES STIFTENS GMBH
    Landshuter Allee 11
    Muenchen,Bayern80637
    GM     		  PC Donor advised fund matching gifts 3,014
    AGE UK
    Tavis House 1-6 Tavistock Square
    London   WC1H9NA
    UK     		  NC General Support 184,552
    ASSOCIACAO DE RESGATE A CIDADANIA POR AMOR AHUMANI
    574 Consolacao Street
    Sao Paulo   13002
    BR     		  NC General Support 9,603
    BOSTON CHARITABLE TRUST FUND
    Boston City Hall No M-5
    BOSTON,MA02201     		  PC General Support 1,000,000
    BOSTON FOUNDATION INC
    75 Arlington Street 300
    BOSTON,MA02116     		  PC General Support 250,000
    BRIGHAM AND WOMENS HOSPITAL INC
    116 HUNTINGTON AVE FL 3
    BOSTON,MA02115     		  PC General Support 5,000,000
    CARITAS ESPANOLA
    Calle Embajadores 162
    Madrid   28045
    SP     		  NC General Support 82,504
    CDC FOUNDATION
    600 Peachtree Street NE Ste 1000
    ATLANTA,GA30308     		  PC General Support 300,000
    CESVI FONDAZIONE
    Via Broseta 68 a
    Bergamo   24128
    IT     		  NC General Support 82,504
    CHARLES RIVER CONSERVANCY INC
    43 Thorndike Street S3-3
    Cambridge,MA02141     		  PC General Support 2,000
    CITIZEN SCHOOLS INC
    1 Beacon Street Floor 2
    Boston,MA02210     		  PC General Support 5,000
    COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS
    333 Bridge St
    Springfield,MA01103     		  PC General Support 100,000
    Cradles to Crayons
    281 Newtonville Ave
    Newtonville,MA02460     		  PC General Support 5,000
    DIRECT RELIEF
    6100 WALLACE BECKNELL RD
    GOLETA,CA93117     		  PC General Support 1,000,000
    ENTHUSE CHARITABLE TRUST
    NSLC UNIVERSITY OF YORK
    HESLINGTON,yorkYO105DD
    UK     		  PC General Support 130,000
    FEEDING SAN DIEGO
    9477 Waples St Ste 100
    San Diego,CA92121     		  PC General Support 100,000
    FOOD BANK OF WESTERN MASSACHUSETTS INC
    97 N HATFIELD RD
    Hatfield,MA01038     		  PC General Support 100,000
    FOOD BANKS CANADA
    5090 Explorer Dr Suite 203
    Mississauga,OntarioL4W 4T9
    CA     		  PC General Support 35,285
    LES RESTAURATS DU COEUR
    42 rue de Clichy
    Paris   75009
    FR     		  NC General Support 82,504
    MASS GENERAL BRIGHAM INC
    399 Revolution Drive Suite 645
    Somverville,MA02199     		  PC General Support 500,000
    SCRIPPS HEALTH
    10140 Campus Point Drive
    San Diego,CA92121     		  PC General Support 250,000
    TAFEL DEUTSCHLAND EV
    Germaniastrabe 18
    Berlin   12099
    GM     		  NC General Support 54,808
    TRUSSELL TRUST
    Unit 9 Ashfield Trading Estate
    Salisbury   SP27HL
    UK     		  PC General Support 132,000
    TRUSTEES OF BOSTON UNIVERSITY
    881 Commonwealth Ave
    BOSTON,MA02215     		  PC General Support 747,000
    UNITED WAY OF GREATER FALL RIVER INC
    30 Bedford St
    Fall River,MA02722     		  PC General Support 100,000
    UNITED WAY OF MASSACHUSETTS BAY INC
    9 Channel Center Street Suite 500
    Boston,MA02210     		  PC General Support 15,000
    WORLD CENTRAL KITCHEN INC
    655 New York Ave NW 6th Floor
    WASHINGTON,DC20001     		  PC General Support 100,000
    Total .................................bullet 3a 14,998,926
    bApproved for future payment
    Charities Aid Foundation of America
    225 Reinekers Lane Suite 375
    Alexandria,VA22314     		  PC Donor advised fund grants 1,596,341
    AMERICAN ONLINE GIVING FOUNDATION
    2454 N MCMULLEN BOOTH RD SUITE 43
    CLEARWATER,FL33759     		  PC DONOR ADVISED FUND MATCHING GIFTS 309,929
    Absher Anne - Pennsylvania State University-Main
    103 Shields Building
    Penn State Office of the Bursar
    University Park,PA16802     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Acedo-Holmquist Vincent - Arizona State University
    Financial Aid and Scholarship Servi
    PO Box 870412
    Tempe,AZ85287     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Alexander Claire - University of California
    1212 SAASB
    University of California Billing Of
    Santa Barbara,CA93106     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Baillie Hayden - Georgia Institute of Technology
    225 North Avenue
    Atlanta,GA30332     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Bannon Alexandra - Michigan State University
    556 E Circle Dr Room 252
    East Lansing,MI48824     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Barbera Anthony - University of Ottawa
    75 Laurier Ave E
    Ottawa,OntarioK1N6N5
    CA     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Bauer GraceRose - The New School
    66 West 12th Street
    New York,NY10011     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Brummer Caden - Rose State College
    6420 SE 15th Street
    Midwest City,OK73110     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Bubczyk Owen - University of Delaware
    Student Services Building
    30 Lovett Avenue
    Newark,DE19715     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Bumgardner Maia - Luther College
    700 College Drive
    Decorah,IA52101     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Calvat Charles - Duke University
    Duke University Cashiering Office
    PO BOX 90759
    Durham,NC27708     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Conn Annika - Grand Canyon University
    Office of Financial Aid
    3300 W Camelback Road
    Phoenix,AZ85017     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Dadami Madison - San Francisco State University
    1600 Holloway Avenue ADM 155
    SF State Bursars Office
    San Francisco,CA94132     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Dean Sean - Belmont University
    1900 Belmont Blvd
    Nashville,TN37212     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Deeson Mallory - The University of Alabama
    PO Box 870120
    Student Account Services
    Tuscaloosa,AL35487     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Diedrich Makenzie - Cedarville University
    251 N Main Street
    Cedarville,OH45314     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Donahoe Brian - University of Pittsburgh
    139 University Place
    G-7 Thackeray Hall Student Payment
    Cedarville,OK45314     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Drewry Maci - University of Oklahoma-Norman
    1000 Asp Ave
    Buchanan Hall Office of the Bursar
    Norman,OK73019     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Driggers Jordan - University of Florida
    PO Box 114025
    Financial Affairs
    Gainesville,FL32611     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Drollinger Paytin - Utah State University
    PO Box 410033
    Salt Lake City,UT84141     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Dunlap Faith - University of Florida
    PO Box 114025
    Financial Affairs
    Gainesville,RI32611     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Erwin Deirdre - Providence College
    1 Cunningham Square
    Providence,RI02918     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Eshleman Kayley - Messiah College
    One College Ave Suite 3006
    Mechanicsburg,PA17055     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Ettlich Faith - Gordon College
    419 college drive
    Business Office
    Barnesville,GA30204     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Gallihue Liam - University of Maryland
    7999 Regents Dr
    College Park,MD20742     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Grant Cameron - University of North Carolina
    PO Box 1080
    Office of Scholarships and Student
    Chapel Hill,NC27514     		NONE I SCHOLARSHIP RECIPIENT 5,000
    GRIFFIN PATRICK - University of Central Florida
    4000 Central Florida Blvd
    Orlando,FL32816     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Hairr Audrey - Campbell University Inc
    143 Main St Buies
    Creek,NC27506     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Hargrove McKenzie - Mississippi College
    200 S Capitol Street
    Clinton,MS39056     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Hepworth Jennifer - Weber State University
    3885 west campus Dr Dept 1136
    Ogden,UT84408     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Higgins Emma - Franciscan Uni of Steubenville
    1235 University Blvd
    Steubenville,OH43952     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Hilbrandt Mitchell - Michigan State University
    556 E Circle Dr
    East Lansing,MI48824     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Hood Olivia - University of Toronto
    27 Kings College Circle
    Toronto,OntarioM5S1A1
    CA     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Hoskins Lindsey - Hanover College
    517 Ball Drive
    Hanover,IN47243     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Hughes Jessica - Western Carolina University
    1 University Way
    Cullowhee,NC28273     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Johnson Stephanie - University of Michigan
    2500 Student Activities Building
    515 E Jefferson Street
    Ann Arbor,MI48109     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Johnson Samantha - University of South Carolina
    1244 Blossom Street
    Columbia,SC29208     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Jones Brandi - Luther Rice University
    3038 Evans Mill Road
    Stonecrest,GA30038     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Judd Babbitt Cambria - Seattle Pacific University
    3307 Third Avenue West Suite 114
    Seattle,WA98119     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Karwowski Alexander - University of Minnesota
    100 Church St SE
    Minneapolis,MN55455     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Kendrick Joseph - University of South Carolina
    1244 Blossom Street
    Columbia,SC29208     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Knutson Spencer - University of Wisconsin-Madison
    333 E Campus Mall 9701
    Madison,WI53715     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Krug Emma - Emerson College
    104 Boylston St
    Boston,MA02216     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Lodgek Abby - University of Sc-Columbia
    1244 Blossom Street Suite 106
    Columbia,SC29208     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Long Elizabeth - Mansfield Uni of Pennsylvania
    31 South Academy St
    Mansfield,PA16933     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Lynch Olivia - University of Iowa
    UI Service Center University Billi
    2700 University Capitol Centre
    Iowa City,IA52242     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Malchus Sophie - csu-Northridge
    University Cash Services
    18111 Nordhoff Street
    Northridge,CA91330     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Marchant Joshua - Baylor University
    One Bear Place 97048
    Waco,TX76798     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Marti Katelyn - Maryville University of St louis
    650 Maryville University Dr
    Louis,MO63141     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Martins Lydia - Iowa State University
    100 Enrollment Services Center
    Ames,IA50011     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Mayo Else - University of Puget Sound
    Student Financial Services
    1500 N Warner St
    Tacoma,WA98416     		NONE I SCHOLARSHIP RECIPIENT 5,000
    McBee Montgomery - University of Kentucky
    128 Funkhouser Building
    Lexington,KY40506     		NONE I SCHOLARSHIP RECIPIENT 5,000
    McCabe Colin - Ohio State University-Main Campus
    PO Box 183248
    Columbus,OH43218     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Merrill Brayden - Brigham Young University
    A-41 ASB
    Provo,UT84602     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Morris Payton - University of Pennsylvania
    3451 Walnut ST
    Philadelphia,PA19104     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Nedeff Nicole - Rhode Island School of Design
    2 College St
    Providence,RI02903     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Ness Sabrina - Augsburg College
    731 21st Ave S
    Minneapolis,MN55454     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Parker Patricia - Ohio State University Main
    PO Box 183248
    Columbus,OH43218     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Parrish Louisa-Kathleen - Pfeiffer University
    PO Box 960
    Misenheuner,NC28109     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Pelletier Thomas - University Laval
    2325 Rue de University
    Quebec,QuebecG1V0A6
    CA     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Peterson Lindsey - University of Utah
    201 SOUTH 1460 EAST
    Salt Lake City,UT84112     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Polski Mikayla - University of St Thomas
    2115 Summit Ave
    St Paul,MN55105     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Poranski Madeline - University of Minnesota
    3 Morrill Hill 100 Chruch St Se
    Minneapolis,MN55455     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Quick Makenzie - Sacred Heart University
    5151 Park Ave
    Fairfield,CT06825     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Richardson Colin - University of New Brunswick
    Sir Howard Douglas Hall Room 110
    Fredericton,New BrunswickE3B5A3
    CA     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Rippon Katherine - University of Delaware
    Student Services Building
    30 Lovett Avenue
    Newark,DE19715     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Sautter Jonathan - University of California- LA
    405 Hilgard Ave
    Box 957089 1125 Murphy Hall
    Los Angeles,CA90095     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Sautter Nicholas - George Washington University
    45155 Research Place Suite 340
    Ashburn,VA20147     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Shopp Jordan - University of Pittsburgh-Pittsburgh
    139 University Place
    G-7 Thackeray Hall Student Payment
    Pittsburg,PA15260     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Singeris James - Western University
    1151 Richmond Street
    London,OntarioN6A3K7
    CA     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Staple Brandon - University of Colorado Denver
    Campus Box 125
    PO Box 173364
    Denver,CO80204     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Stevens Fiona - Quinnipiac University
    275 Mt Carmel Avenue
    Hamden,CT06518     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Stroble Jennifer - Georgia State University
    PO Box 5099
    Atlanta,GA30302     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Sullivan Elizabeth - The University of Texas
    One UTSA Circle
    San Antonio,TX78249     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Sylvain Jessie - Trinity Western University
    22500 University Drive
    Langley,British ColumbiaV2Y1Y1
    CA     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Taylor Cassidy - Eckerd College
    4200 54th Avenue South Street
    St Petersburg,FL33711     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Tellier Elsie - Uni of Toronto Faculty of Law
    78 Queens Par
    Toronto,OntarioM5S2C5
    CA     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Valaitis Andrea - West Virginia University
    PO Box 6004 Room 200
    WVU Mountaineer Hub
    Morgantown,WV26506     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Vaughan Meta - Simon Fraser University
    8888 University Drive
    Burnaby,British ColumbiaV5A1S6
    CA     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Wahl Abigail - Colorado Christian University
    8787 W Alameda Avenue
    Lakewood,CO80226     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Walsh Holly - Middle Tennessee State University
    1301 East Main Street
    Murfreesboro,TN37132     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Walsh joel - Citadel Military College of SC
    The Citadel
    171 Moultrie Street
    Charleston,SC29409     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Weatherford Christina - University of Sf
    2130 Fulton Street
    San Francisco,CA94117     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Weber Tara - Macalester College
    1600 Grand Avenue
    St Paul,MN55105     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Weiner Melissa - Saint Joseph's University
    5600 City Avenue
    Philadelphia,PA19131     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Weis Francesca - Louisiana State Uni Hlth Sci CTR
    433 Bolivar Street
    New Orleans,LA70112     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Zeger Nolan - Cornell College
    600 1st Street
    Mt Vernon,IA52314     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Total .................................bullet 3b 2,341,270
    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 ...........     		    14 18,302  
    4 Dividends and interest from securities....          
    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 ............     		         
    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)..   18,302  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    18,302
    (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

    Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    American Online Giving Foundation2454 N McMullen Booth Rd Suite 43
    Clearwater,FL33759     		  PC Donor advised fund matching gifts 1,732,187
    CHARITABLE GIVING LTDUnion Mine Road Pitts Cleave
    Tavistock,DevonPL190NS
    UK     		  PC Donor advised fund matching gifts 48,154
    UK Online Giving FoundationUnit 9 Cirencester Office Park
    Cirencester,GloucestershireGL76JJ
    UK     		  PC Donor advised fund matching gifts 66,436
    Charities Aid Foundation225 Reinekers Lane Suite 375
    Alexandria,VA22314     		  PC Donor advised fund grants 2,772,857
    AUSTRALIAN ONLINE GIVING FOUNDATIONSuites 13-15 56 Neridah Street
    Chatswood,New South Wales2067
    AS     		  PC Donor advised fund matching gifts 969
    CANADIAN ONLINE GIVING FOUNDATION5090 Explorer Drive Unit 203
    Mississauga,OntarioL4W4T9
    CA     		  PC Donor advised fund matching gifts 7,549
    HAUS DES STIFTENS GMBHLandshuter Allee 11
    Muenchen,Bayern80637
    GM     		  PC Donor advised fund matching gifts 3,014
    AGE UKTavis House 1-6 Tavistock Square
    London   WC1H9NA
    UK     		  NC General Support 184,552
    ASSOCIACAO DE RESGATE A CIDADANIA POR AMOR AHUMANI574 Consolacao Street
    Sao Paulo   13002
    BR     		  NC General Support 9,603
    BOSTON CHARITABLE TRUST FUNDBoston City Hall No M-5
    BOSTON,MA02201     		  PC General Support 1,000,000
    BOSTON FOUNDATION INC75 Arlington Street 300
    BOSTON,MA02116     		  PC General Support 250,000
    BRIGHAM AND WOMENS HOSPITAL INC116 HUNTINGTON AVE FL 3
    BOSTON,MA02115     		  PC General Support 5,000,000
    CARITAS ESPANOLACalle Embajadores 162
    Madrid   28045
    SP     		  NC General Support 82,504
    CDC FOUNDATION600 Peachtree Street NE Ste 1000
    ATLANTA,GA30308     		  PC General Support 300,000
    CESVI FONDAZIONEVia Broseta 68 a
    Bergamo   24128
    IT     		  NC General Support 82,504
    CHARLES RIVER CONSERVANCY INC43 Thorndike Street S3-3
    Cambridge,MA02141     		  PC General Support 2,000
    CITIZEN SCHOOLS INC1 Beacon Street Floor 2
    Boston,MA02210     		  PC General Support 5,000
    COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS333 Bridge St
    Springfield,MA01103     		  PC General Support 100,000
    Cradles to Crayons281 Newtonville Ave
    Newtonville,MA02460     		  PC General Support 5,000
    DIRECT RELIEF6100 WALLACE BECKNELL RD
    GOLETA,CA93117     		  PC General Support 1,000,000
    ENTHUSE CHARITABLE TRUSTNSLC UNIVERSITY OF YORK
    HESLINGTON,yorkYO105DD
    UK     		  PC General Support 130,000
    FEEDING SAN DIEGO9477 Waples St Ste 100
    San Diego,CA92121     		  PC General Support 100,000
    FOOD BANK OF WESTERN MASSACHUSETTS INC97 N HATFIELD RD
    Hatfield,MA01038     		  PC General Support 100,000
    FOOD BANKS CANADA5090 Explorer Dr Suite 203
    Mississauga,OntarioL4W 4T9
    CA     		  PC General Support 35,285
    LES RESTAURATS DU COEUR42 rue de Clichy
    Paris   75009
    FR     		  NC General Support 82,504
    MASS GENERAL BRIGHAM INC399 Revolution Drive Suite 645
    Somverville,MA02199     		  PC General Support 500,000
    SCRIPPS HEALTH10140 Campus Point Drive
    San Diego,CA92121     		  PC General Support 250,000
    TAFEL DEUTSCHLAND EVGermaniastrabe 18
    Berlin   12099
    GM     		  NC General Support 54,808
    TRUSSELL TRUSTUnit 9 Ashfield Trading Estate
    Salisbury   SP27HL
    UK     		  PC General Support 132,000
    TRUSTEES OF BOSTON UNIVERSITY881 Commonwealth Ave
    BOSTON,MA02215     		  PC General Support 747,000
    UNITED WAY OF GREATER FALL RIVER INC30 Bedford St
    Fall River,MA02722     		  PC General Support 100,000
    UNITED WAY OF MASSACHUSETTS BAY INC9 Channel Center Street Suite 500
    Boston,MA02210     		  PC General Support 15,000
    WORLD CENTRAL KITCHEN INC655 New York Ave NW 6th Floor
    WASHINGTON,DC20001     		  PC General Support 100,000
    Total ...............................bullet 3a 14,998,926
    bApproved for future payment
    Charities Aid Foundation of America225 Reinekers Lane Suite 375
    Alexandria,VA22314     		  PC Donor advised fund grants 1,596,341
    AMERICAN ONLINE GIVING FOUNDATION2454 N MCMULLEN BOOTH RD SUITE 43
    CLEARWATER,FL33759     		  PC DONOR ADVISED FUND MATCHING GIFTS 309,929
    Absher Anne - Pennsylvania State University-Main103 Shields Building
    Penn State Office of the Bursar
    University Park,PA16802     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Acedo-Holmquist Vincent - Arizona State UniversityFinancial Aid and Scholarship Servi
    PO Box 870412
    Tempe,AZ85287     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Alexander Claire - University of California1212 SAASB
    University of California Billing Of
    Santa Barbara,CA93106     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Baillie Hayden - Georgia Institute of Technology225 North Avenue
    Atlanta,GA30332     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Bannon Alexandra - Michigan State University556 E Circle Dr Room 252
    East Lansing,MI48824     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Barbera Anthony - University of Ottawa75 Laurier Ave E
    Ottawa,OntarioK1N6N5
    CA     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Bauer GraceRose - The New School66 West 12th Street
    New York,NY10011     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Brummer Caden - Rose State College6420 SE 15th Street
    Midwest City,OK73110     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Bubczyk Owen - University of DelawareStudent Services Building
    30 Lovett Avenue
    Newark,DE19715     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Bumgardner Maia - Luther College700 College Drive
    Decorah,IA52101     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Calvat Charles - Duke UniversityDuke University Cashiering Office
    PO BOX 90759
    Durham,NC27708     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Conn Annika - Grand Canyon UniversityOffice of Financial Aid
    3300 W Camelback Road
    Phoenix,AZ85017     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Dadami Madison - San Francisco State University1600 Holloway Avenue ADM 155
    SF State Bursars Office
    San Francisco,CA94132     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Dean Sean - Belmont University1900 Belmont Blvd
    Nashville,TN37212     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Deeson Mallory - The University of AlabamaPO Box 870120
    Student Account Services
    Tuscaloosa,AL35487     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Diedrich Makenzie - Cedarville University251 N Main Street
    Cedarville,OH45314     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Donahoe Brian - University of Pittsburgh139 University Place
    G-7 Thackeray Hall Student Payment
    Cedarville,OK45314     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Drewry Maci - University of Oklahoma-Norman1000 Asp Ave
    Buchanan Hall Office of the Bursar
    Norman,OK73019     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Driggers Jordan - University of FloridaPO Box 114025
    Financial Affairs
    Gainesville,FL32611     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Drollinger Paytin - Utah State UniversityPO Box 410033
    Salt Lake City,UT84141     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Dunlap Faith - University of FloridaPO Box 114025
    Financial Affairs
    Gainesville,RI32611     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Erwin Deirdre - Providence College1 Cunningham Square
    Providence,RI02918     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Eshleman Kayley - Messiah CollegeOne College Ave Suite 3006
    Mechanicsburg,PA17055     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Ettlich Faith - Gordon College419 college drive
    Business Office
    Barnesville,GA30204     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Gallihue Liam - University of Maryland7999 Regents Dr
    College Park,MD20742     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Grant Cameron - University of North CarolinaPO Box 1080
    Office of Scholarships and Student
    Chapel Hill,NC27514     		NONE I SCHOLARSHIP RECIPIENT 5,000
    GRIFFIN PATRICK - University of Central Florida4000 Central Florida Blvd
    Orlando,FL32816     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Hairr Audrey - Campbell University Inc143 Main St Buies
    Creek,NC27506     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Hargrove McKenzie - Mississippi College200 S Capitol Street
    Clinton,MS39056     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Hepworth Jennifer - Weber State University3885 west campus Dr Dept 1136
    Ogden,UT84408     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Higgins Emma - Franciscan Uni of Steubenville1235 University Blvd
    Steubenville,OH43952     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Hilbrandt Mitchell - Michigan State University556 E Circle Dr
    East Lansing,MI48824     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Hood Olivia - University of Toronto27 Kings College Circle
    Toronto,OntarioM5S1A1
    CA     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Hoskins Lindsey - Hanover College517 Ball Drive
    Hanover,IN47243     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Hughes Jessica - Western Carolina University1 University Way
    Cullowhee,NC28273     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Johnson Stephanie - University of Michigan2500 Student Activities Building
    515 E Jefferson Street
    Ann Arbor,MI48109     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Johnson Samantha - University of South Carolina1244 Blossom Street
    Columbia,SC29208     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Jones Brandi - Luther Rice University3038 Evans Mill Road
    Stonecrest,GA30038     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Judd Babbitt Cambria - Seattle Pacific University3307 Third Avenue West Suite 114
    Seattle,WA98119     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Karwowski Alexander - University of Minnesota100 Church St SE
    Minneapolis,MN55455     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Kendrick Joseph - University of South Carolina1244 Blossom Street
    Columbia,SC29208     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Knutson Spencer - University of Wisconsin-Madison333 E Campus Mall 9701
    Madison,WI53715     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Krug Emma - Emerson College104 Boylston St
    Boston,MA02216     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Lodgek Abby - University of Sc-Columbia1244 Blossom Street Suite 106
    Columbia,SC29208     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Long Elizabeth - Mansfield Uni of Pennsylvania31 South Academy St
    Mansfield,PA16933     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Lynch Olivia - University of IowaUI Service Center University Billi
    2700 University Capitol Centre
    Iowa City,IA52242     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Malchus Sophie - csu-NorthridgeUniversity Cash Services
    18111 Nordhoff Street
    Northridge,CA91330     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Marchant Joshua - Baylor UniversityOne Bear Place 97048
    Waco,TX76798     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Marti Katelyn - Maryville University of St louis650 Maryville University Dr
    Louis,MO63141     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Martins Lydia - Iowa State University100 Enrollment Services Center
    Ames,IA50011     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Mayo Else - University of Puget SoundStudent Financial Services
    1500 N Warner St
    Tacoma,WA98416     		NONE I SCHOLARSHIP RECIPIENT 5,000
    McBee Montgomery - University of Kentucky128 Funkhouser Building
    Lexington,KY40506     		NONE I SCHOLARSHIP RECIPIENT 5,000
    McCabe Colin - Ohio State University-Main CampusPO Box 183248
    Columbus,OH43218     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Merrill Brayden - Brigham Young UniversityA-41 ASB
    Provo,UT84602     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Morris Payton - University of Pennsylvania3451 Walnut ST
    Philadelphia,PA19104     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Nedeff Nicole - Rhode Island School of Design2 College St
    Providence,RI02903     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Ness Sabrina - Augsburg College731 21st Ave S
    Minneapolis,MN55454     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Parker Patricia - Ohio State University MainPO Box 183248
    Columbus,OH43218     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Parrish Louisa-Kathleen - Pfeiffer UniversityPO Box 960
    Misenheuner,NC28109     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Pelletier Thomas - University Laval2325 Rue de University
    Quebec,QuebecG1V0A6
    CA     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Peterson Lindsey - University of Utah201 SOUTH 1460 EAST
    Salt Lake City,UT84112     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Polski Mikayla - University of St Thomas2115 Summit Ave
    St Paul,MN55105     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Poranski Madeline - University of Minnesota3 Morrill Hill 100 Chruch St Se
    Minneapolis,MN55455     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Quick Makenzie - Sacred Heart University5151 Park Ave
    Fairfield,CT06825     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Richardson Colin - University of New BrunswickSir Howard Douglas Hall Room 110
    Fredericton,New BrunswickE3B5A3
    CA     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Rippon Katherine - University of DelawareStudent Services Building
    30 Lovett Avenue
    Newark,DE19715     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Sautter Jonathan - University of California- LA405 Hilgard Ave
    Box 957089 1125 Murphy Hall
    Los Angeles,CA90095     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Sautter Nicholas - George Washington University45155 Research Place Suite 340
    Ashburn,VA20147     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Shopp Jordan - University of Pittsburgh-Pittsburgh139 University Place
    G-7 Thackeray Hall Student Payment
    Pittsburg,PA15260     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Singeris James - Western University1151 Richmond Street
    London,OntarioN6A3K7
    CA     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Staple Brandon - University of Colorado DenverCampus Box 125
    PO Box 173364
    Denver,CO80204     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Stevens Fiona - Quinnipiac University275 Mt Carmel Avenue
    Hamden,CT06518     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Stroble Jennifer - Georgia State UniversityPO Box 5099
    Atlanta,GA30302     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Sullivan Elizabeth - The University of TexasOne UTSA Circle
    San Antonio,TX78249     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Sylvain Jessie - Trinity Western University22500 University Drive
    Langley,British ColumbiaV2Y1Y1
    CA     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Taylor Cassidy - Eckerd College4200 54th Avenue South Street
    St Petersburg,FL33711     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Tellier Elsie - Uni of Toronto Faculty of Law78 Queens Par
    Toronto,OntarioM5S2C5
    CA     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Valaitis Andrea - West Virginia UniversityPO Box 6004 Room 200
    WVU Mountaineer Hub
    Morgantown,WV26506     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Vaughan Meta - Simon Fraser University8888 University Drive
    Burnaby,British ColumbiaV5A1S6
    CA     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Wahl Abigail - Colorado Christian University8787 W Alameda Avenue
    Lakewood,CO80226     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Walsh Holly - Middle Tennessee State University1301 East Main Street
    Murfreesboro,TN37132     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Walsh joel - Citadel Military College of SCThe Citadel
    171 Moultrie Street
    Charleston,SC29409     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Weatherford Christina - University of Sf2130 Fulton Street
    San Francisco,CA94117     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Weber Tara - Macalester College1600 Grand Avenue
    St Paul,MN55105     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Weiner Melissa - Saint Joseph's University5600 City Avenue
    Philadelphia,PA19131     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Weis Francesca - Louisiana State Uni Hlth Sci CTR433 Bolivar Street
    New Orleans,LA70112     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Zeger Nolan - Cornell College600 1st Street
    Mt Vernon,IA52314     		NONE I SCHOLARSHIP RECIPIENT 5,000
    Total ................................bullet 3b 2,341,270
    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
    The Vertex Foundation Inc
     
    Employer identification number

    82-3101518
    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
    The Vertex Foundation Inc
          		Employer identification number
    82-3101518
    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
    VERTEX PHARMACEUTICALS INCORPORATED
    50 NORTHERN AVENUE
     
    BOSTON, MA02210

    		$ 5,000,000


    (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
    The Vertex Foundation Inc
          		Employer identification number

    82-3101518
    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
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    The Vertex Foundation Inc
          		Employer identification number

    82-3101518
    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


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    TY 2020 DepreciationSchedule
    Name:
    The Vertex Foundation Inc
    EIN:
    82-3101518
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

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    TY 2020 ExpenditureResponsibilityStmt
    Name:
    The Vertex Foundation Inc
    EIN:
    82-3101518
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    Age UK
          		Tavis House 1-6 Tavistock Square
    London   WC1H 9NA
    UK     		2020-05-21 184,552 to support Age UK's national Advice, The Silver Line & telephone friendship line for seniors 184,552 NO 02/25/2021 2021-02-25 To the best of The Vertex Foundation, Inc.'s knowledge, the grantee has not diverted any portion of the funds (or any income therefrom) from the purpose of the grant.
    ARCAH
          		574 Consolacao Street 5th Floor
    Sao Paulo    
    BR     		2020-05-28 9,603 to purchase hygiene and cleaning supplies and personal protective equip for the homeless in brazil 9,603 NO 02/10/2021 2021-02-10 To the best of The Vertex Foundation, Inc.'s knowledge, the grantee has not diverted any portion of the funds (or any income therefrom) from the purpose of the grant.
    Caritas Espanola
          		Calle Embajadores 162
    Madrid    
    SP     		2020-04-01 82,504 To provide home delivery of food and support homeless shelter needs in Madrid Spain during pandemic 82,504 NO 02/01/2021 2021-02-01 To the best of The Vertex Foundation, Inc.'s knowledge, the grantee has not diverted any portion of the funds (or any income therefrom) from the purpose of the grant.
    Cesvi
          		Via Broseta 68/a
    Bergamo   24128
    IT     		2020-04-01 82,504 to purchase PPE and ventilators for hospitals caring for COVID - 19 patients in Bergamo, Italy 82,504 NO 01/07/2021 2021-01-07 To the best of The Vertex Foundation, Inc.'s knowledge, the grantee has not diverted any portion of the funds (or any income therefrom) from the purpose of the grant.
    Les Relais du Coeur
          		42 rue de Clichy
    Paris   75009
    FR     		2020-04-01 82,504 to provide food to the neediest in France and hygiene prod for volunteers dist food during pandemic 82,504 NO 02/26/2021 2021-02-26 To the best of The Vertex Foundation, Inc.'s knowledge, the grantee has not diverted any portion of the funds (or any income therefrom) from the purpose of the grant.
    Tafel Deutschland eV
          		Germaniastr 18
    Berlin   10965
    GM     		2020-05-26 54,808 to support alt supply sys for clients, enhancing home delivery/contactless supply for food banks 54,808 NO 02/28/2021 2021-02-28 To the best of The Vertex Foundation, Inc.'s knowledge, the grantee has not diverted any portion of the funds (or any income therefrom) from the purpose of the grant.

    TY 2020 GeneralExplanationAttachment
    Name:
    The Vertex Foundation Inc
    EIN:
    82-3101518
    Identifier Return Reference Explanation
    FORM 990PF, PART VII-A - LIQUIDATION, TERMINATION, ETC. STATEMENT FORM 990PF, PART VII-A - LIQUIDATION, TERMINATION, ETC. STATEMENT THE FOUNDATION'S PRINCIPAL PURPOSE IS TO AWARD GRANTS TO FURTHER ITS CHARITABLE MISSION. EACH YEAR THE FOUNDATION EXPENDS A LARGE PORTION OF ITS ASSETS IN CONJUNCTION WITH ITS GRANTMAKING PROGRAM, AND IN DOING SO, THE FOUNDATION CREATED A SUBSTANTIAL CONTRACTION IN ITS ASSETS FOR THE TAX YEAR ENDING DECEMBER 31, 2020. THE FOUNDATION WILL CONTINUE TO RECEIVE CONTRIBUTIONS WHICH ARE INTENDED TO FUND THE CHARITABLE EXPENSES OF THE FOUNDATION AND IT WILL CONTINUE TO OPERATE IN THE FUTURE AS THEIR INTENTIONS REMAIN UNCHANGED.

    TY 2020 OtherDecreasesSchedule
    Name:
    The Vertex Foundation Inc
    EIN:
    82-3101518
    Description Amount
    MISCELLANEOUS FEE ADJUSTMENT 14,275
    FOREIGN CURRENCY TRANSACTION ADJUSTMENTS 964


    TY 2020 OtherExpensesSchedule
    Name:
    The Vertex Foundation Inc
    EIN:
    82-3101518
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DAY OF SERVICE PROMO MATERIALS 625 0 0 1,430
    STATE OF MASSACHUSETTS 500 0 0 500
    STATE OF CALIFORNIA 325 0 0 325


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    The Vertex Foundation Inc
    EIN:
    82-3101518
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INTERNATIONAL DAY OF SERVICE 121,400 0 0 121,400
    BOSTON DAY OF SERVICE 90,000 0 0 90,000
    ISTS SCHOLARSHIP ADMIN & WEB 15,246 0 0 15,246
    BENEVITY INC SUBSCRIPTION FEE 58,832 0 0 58,832
    CHARITIES AID FDN AMERICA FEE 46,808 0 0 44,939
    AMERICAN ONLINE GIVING FND FEE 94,701 0 0 94,552
    UK ONLINE GIVING FND FEE 3,238 0 0 3,826
    AUS ONLINE GIVING FDN FEE 43 0 0 43
    CA ONLINE GIVING FDN FEE 340 0 0 340
    CHARITABLE GIVING FEE 1,944 0 0 2,439
    HAUS DES STIFTENS GGMBH FEE 181 0 0 181


    TY 2020 TaxesSchedule
    Name:
    The Vertex Foundation Inc
    EIN:
    82-3101518
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    VAT TAX 35 0 0 80
    FRANCHISE TAX 170 0 0 170