Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
PAUL & EDITH BABSON FOUNDATION
C/O WILMINGTON TRUST 106846-000
Number and street (or P.O. box number if mail is not delivered to street address)1100 NORTH MARKET STREET DE3-070
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE198900001
A Employer identification number

04-6037891
B Telephone number (see instructions)

(617) 457-2050
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$14,666,322J 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... 307,620 307,620  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 719,405
b Gross sales price for all assets on line 6a 3,651,342
7 Capital gain net income (from Part IV, line 2)... 719,405
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 2,064 2,064  
12 Total. Add lines 1 through 11........ 1,029,089 1,029,089  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 6,524 0   6,524
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 102,808 69,268   33,540
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,366 3,241   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 157 32   125
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 112,855 72,541   40,189
25 Contributions, gifts, grants paid....... 563,613 563,613
26 Total expenses and disbursements. Add lines 24 and 25 676,468 72,541   603,802
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 352,621
b Net investment income (if negative, enter -0-) 956,548
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.............      
2 Savings and temporary cash investments......... 79,233 172,223 172,223
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)....... 3,975,664 Click to see attachment4,235,472 11,518,752
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).......... 2,832,096 Click to see attachment2,833,074 2,975,347
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) 6,886,993 7,240,769 14,666,322
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 6,886,993 7,240,769
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 6,886,993 7,240,769
30 Total liabilities and net assets/fund balances (see instructions). 6,886,993 7,240,769
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
6,886,993
2
Enter amount from Part I, line 27a .....................
2
352,621
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
5,647
4
Add lines 1, 2, and 3 ..........................
4
7,245,261
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
4,492
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,240,769
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 SALES OF SECURITIES P   2020-12-31
b CAPITAL GAINS DIVIDENDS P    
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 3,634,631   2,931,937 702,694
b 16,711     16,711
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       702,694
b       16,711
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 2 719,405
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 13,296
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 13,296
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 13,296
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 5,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 14,364
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 19,564
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,268
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet6,268 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    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 ofbulletWILMINGTON TRUST Telephone no.bullet (302) 651-1040

    Located atbullet1100 NORTH MARKET STREETWILMINGTONDE ZIP+4bullet198900001
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JAMES BABSON TRUSTEE
    1.00     		0 0 0
    C/O 1100 NORTH MARKET STREET
    DE3-070
    WILMINGTON,DE198900900
    SENANI BABSON TRUSTEE
    1.00     		0 0 0
    C/O 1100 NORTH MARKET STREET
    DE3-070
    WILMINGTON,DE198900900
    PHILIP HALL CO GMA FOUNDATIONS TRUSTEE
    1.00     		0 0 0
    2 LIBERTY SQUARE SUITE 500
    BOSTON,MA02109
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    12,856,066
    b
    Average of monthly cash balances.......................
    1b
    304,471
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,160,537
    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
    13,160,537
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    197,408
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    12,963,129
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    648,156
    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
    648,156
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    13,296
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,296
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    634,860
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    634,860
    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
    634,860
    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
    603,802
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    603,802
    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
    603,802
    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 7 634,860
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016...... 3,837
    c From 2017...... 26,252
    d From 2018...... 27,353
    e From 2019......  
    fTotal of lines 3a through e........ 57,442
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 603,802
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 603,802
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 31,058 31,058
    (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 26,384
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		26,384
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018.... 26,384
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    GMA FOUNDATIONS ATTN HANNAH BLAISDE
    2 LIBERTY SQUARE SUITE 500
    BOSTON,MA02109
    (617) 426-7075
    bThe form in which applications should be submitted and information and materials they should include:
    TWO COPIES OF THE AGM OR NGG COMMON GRANT APPLICATION
    cAny submission deadlines:
    POSTMARKED BY APRIL 1 OR SEPT 25
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    WITH FEW EXCEPTIONS, PREFERENCE IS GIVEN TO MASSACHUSETTS CHARITIES AND EDUCATIONAL ORGANIZATIONS
    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
    350ORG
    20 JAY STREET SUITE 732
    BROOKLYN,NY11201     		NONE PC GENERAL SUPPORT 1,000
    ACCION EAST INC
    80 MAIDEN LANE 903
    NEW YORK,NY10038     		NONE PC GENERAL SUPPORT 2,500
    AFRICAN COMMUNITY ECONOMIC DEVELOPMENT OF NEW ENGLAND
    89 SOUTH STREET SUITE 203
    BOSTON,MA02111     		NONE PC GENERAL SUPPORT 2,500
    ALL DORCHESTER SPORTS AND LEADERSHIP
    1565 DORCHESTER AVENUE
    DORCHESTER,MA02122     		NONE PC GENERAL SUPPORT 3,000
    ALLSTON BRIGHTON COMMUNITY
    18R SHEPARD STREET
    BRIGHTON,MA02135     		NONE PC GENERAL PURPOSE 3,000
    ALZHEIMER S ASSOCIATION MANH CHAPTER
    225 NORTH MICHIGAN AVENUE
    CHICAGO,IL60601     		NONE PC GENERAL SUPPORT 1,000
    AMERICAN CANCER SOCIETY INC
    30 SPEEN STREET
    FRAMINGHAM,MA01701     		NONE PC GENERAL SUPPORT 1,000
    AMERICAN FRIENDS OF CHRIST CHURCH
    3900 NY STATE ROUTE 22
    WILLSBORO,NY12996     		NONE PC GENERAL SUPPORT 10,000
    AMERICAN FRIENDS SERVICE COMMITTEE
    1501 CHERRY STREET
    PHILADELPHIA,PA19102     		NONE PC GENERAL SUPPORT 1,000
    AMERICAN INDIAN COLLEGE FUND
    8333 GREENWOOD BOULEVARD
    DENVER,CO80221     		NONE PC GENERAL PURPOSE 10,000
    AMERICANS FOR OXFORD INC
    500 FIFTH AVENUE 32ND FLOOR
    NEW YORK,NY10110     		NONE PC GENERAL SUPPORT 1,000
    ANIMAL HUMANE
    1400 1TH STREET NW SUITE 360
    WASHINGTON,DC20036     		NONE PC GENERAL SUPPORT 1,000
    ANIMAL WELFARE INSTITUTE
    900 PENNSYLVANIA AVENUE SE
    WASHINGTON,DC20003     		NONE PC GENERAL SUPPORT 1,000
    APPOLLINAIRE THEATRE COMPANY
    189 WINNISIMMET STREET
    CHELSEA,MA02150     		NONE PC GENERAL SUPPORT 3,000
    ARLINGTON STREET CHURCH
    351 BOYLSTON STREET
    BOSTON,MA02116     		NONE PC GENERAL SUPPORT 5,000
    BABSON COLLEGE
    231 FOREST STREET
    BABSON PARK,MA02457     		NONE PC GENERAL SUPPORT 6,000
    BACKYARD GROWERS
    269 MAIN STREET
    GLOUCESTER,MA01930     		NONE PC GENERAL PURPOSE 3,000
    BALLETROX
    PO BOX 301334
    JAMAICA PLAIN,MA02130     		NONE PC GENERAL SUPPORT 3,000
    BAY STATE PERFORMING ARTS
    539 TREMONT STREET
    BOSTON,MA02116     		NONE PC GENERAL PURPOSE 15,000
    BETHESDA-CHEVY CHASE HIGH SCHOOL
    PO BOX 31209
    BETHESDA,MD20824     		NONE PC GENERAL SUPPORT 2,000
    BEYOND WALLS INC
    10 CHURCH STREET
    LYNN,MA01902     		NONE PC GENERAL PURPOSE 3,000
    BLACK MINISTERIAL ALLIANCE OF GREATER BOSTON
    2010 COLUMBUS AVENUE
    ROXBURY,MA02119     		NONE PC GENERAL SUPPORT 3,000
    BOSTON CHINATOWN NEIGHBORHOOD CENTER
    885 WASHINGTON STREET
    BOSTON,MA02111     		NONE PC GENERAL SUPPORT 3,000
    BOSTON FOOD FOREST COALITION
    500 WALK HILL STREET
    MATTAPAN,MA02126     		NONE PC GENERAL SUPPORT 4,000
    BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC
    780 ALBANY STREET
    BOSTON,MA02118     		NONE PC GENERAL SUPPORT 1,000
    BOSTON LANDMARKS ORCHESTRA
    545 CONCORD AVENUE SUITE 318
    CAMBRIDGE,MA02138     		NONE PC GENERAL SUPPORT 1,000
    BOSTON LYRIC OPERA COMPANY
    11 AVENUE DE LAFAYETTE
    BOSTON,MA02111     		NONE PC GENERAL SUPPORT 12,443
    BOSTON MISSIONARY BAPTIST COMMUNITY CENTER
    336 DUDLEY STREET
    ROXBURY,MA02119     		NONE PC GENERAL PURPOSE 2,500
    BOSTON POLICE ATHLETIC LEAGUE
    1483 TREMONT STREET
    BOSTON,MA02120     		NONE PC GENERAL SUPPORT 3,000
    BOSTON SCORES
    229 GERMANIA STREET
    BOSTON,MA02130     		NONE PC GENERAL SUPPORT 3,000
    BOSTON SYMPHONY ORCHESTRA INC
    301 MASSACHUSETTS AVENUE
    BOSTON,MA02115     		NONE PC GENERAL SUPPORT 1,000
    BRITISH SCHOOLS AND UNIVERSITIES
    575 MADISON AVENUE SUITE 1006
    NEW YORK,NY10022     		NONE PC GENERAL SUPPORT 2,000
    BUDGET BUDDIES INC
    114 TURNPIKE ROAD
    CHELMSFORD,MA01824     		NONE PC GENERAL PURPOSE 3,000
    BUILD GREATER BOSTON
    745 ATLANTIC AVENUE 8TH FLOOR
    BOSTON,MA02111     		NONE PC GENERAL PURPOSE 4,000
    CAMBRIDGE IN AMERICA FBO CLARE COLLEGE CAMBRIDGE ENGLAND
    PO BOX 9123 JAF BLG
    NEW YORK,NY100879123     		NONE PC GENERAL SUPPORT 1,000
    CENTER FOR KHMER STUDIES
    149 E 63RD STREET
    NEW YORK,NY10065     		NONE PC GENERAL PURPOSES 1,500
    CENTER FOR WOMEN AND ENTERPRISE
    24 SCHOOL STREET
    BOSTON,MA02108     		NONE PC GENERAL PURPOSE 3,000
    CHAMBER ORCHESTRA OF BOSTON INC
    263 COMMONWEALTH AVENUE APT 7
    BOSTON,MA02116     		NONE PC GENERAL SUPPORT 1,000
    CHARLES RIVER WATERSHED ASSOCIATION INC
    190 PARK ROAD
    WESTON,MA02493     		NONE PC GENERAL SUPPORT 1,000
    CHICA PROJECT
    98 N WASHINGTON
    BOSTON,MA02114     		NONE PC GENERAL PURPOSE 3,000
    CITY MISSION INC
    185 COLUMBIA ROAD
    DORCHESTER,MA02121     		NONE PC GENERAL SUPPORT 3,000
    CODMAN SQUARE HEALTH CENTER
    637 WASHINGTON STREET
    DORCHESTER,MA02124     		NONE PC GENERAL SUPPORT 4,000
    COMMONWEALTH SHAKESPEARE COMPANY
    231 FOREST STREET
    DORCHESTER,MA02124     		NONE PC GENERAL SUPPORT 4,000
    COMMONWEALTH ZOOLOGICAL CORPORATION
    ONE FRANKLIN PARK ROAD
    BOSTON,MA02121     		NONE PC GENERAL SUPPORT 2,000
    COMMUNITY BOATING INC
    21 DAVID G MUGAR WAY
    BOSTON,MA02114     		NONE PC GENERAL SUPPORT 2,000
    COMMUNITY SERVICE CARE INC
    FBO SOUTH STREET YOUTH CENTER
    JAMAICA PLAIN,MA02103     		NONE PC GENERAL SUPPORT 4,000
    COMPASS WORKING CAPITAL INC
    89 SOUTH STREET SUITE 804
    BOSTON,MA02111     		NONE PC GENERAL SUPPORT 4,000
    COOPERATIVE FUND OF NEW ENGLAND
    PO BOX 3413
    AMHERST,MA01004     		NONE PC GENERAL SUPPORT 2,000
    CORPORATE ANGEL NETWORK INC
    1 LOOP ROAD
    WHITE PLAINS,NY10604     		NONE PC GENERAL SUPPORT 2,000
    COUNCIL ON FOUNDATIONS
    2121 CRYSTAL DRIVE
    ARLINGTON,VA22202     		NONE PC GENERAL PURPOSE 4,000
    CRISPUS ATTUCKS CHILDREN'S CENTER
    105 CRAWFORD STREET
    DORCHESTER,MA02121     		NONE PC GENERAL PURPOSE 2,000
    CULTURAL SURVIVAL INC
    PO BOX 381569
    CAMBRIDGE,MA02238     		NONE PC GENERAL SUPPORT 5,000
    DANA HALL SCHOOLS
    PO BOX 9010
    WELLESLEY,MA02482     		NONE PC GENERAL SUPPORT 10,000
    DOCTORS WITHOUT BORDERS
    40 RECTOR STREET
    NEW YORK,NY10006     		NONE PC GENERAL PURPOSE 2,500
    DORCHESTER BAY ECONOMIC DEVELOPMENT CORPORATION
    594 COLUMBIA ROAD SUITE 302
    DORCHESTER,MA02125     		NONE PC GENERAL SUPPORT 3,000
    DUDLEY STREET NEIGHBORHOOD INITIATIV
    504 DUDLEY STREET
    ROXBURY,MA02119     		NONE PC GENERAL SUPPORT 1,000
    EAST BOSTON ECUMENICAL COMMUNITY COUNCIL
    50 MERIDAN STREET B1
    EAST BOSTON,MA02128     		NONE PC GENERAL SUPPORT 3,000
    ECONOMIC MOBILITY PATHWAYS
    1 WASHINGTON MALL 3RD FLOOR
    BOSTON,MA02108     		NONE PC GENERAL SUPPORT 4,000
    ELIZABETH STONE HOUSE INC
    PO BOX 300039
    JAMAICA PLAIN,MA02130     		NONE PC GENERAL SUPPORT 2,000
    EMERALD NECKLACE CONSERVANCY
    125 THE FENWAY
    BOSTON,MA02115     		NONE PC GENERAL PURPOSE 2,000
    EMORY UNIVERSITY
    1762 CLIFTON ROAD SUITE 1400
    ATLANTA,GA30322     		NONE PC GENERAL SUPPORT 6,000
    ENGLISH FOR NEW BOSTONIANS
    105 CHAUNCY STREET 4TH FLOOR
    BOSTON,MA02111     		NONE PC GENERAL SUPPORT 3,000
    ENVIRONMENT MASSACHUSETTS RESEARCH AND POLICY CENTER
    294 WASHINGTON STREET SUITE 500
    BOSTON,MA02108     		NONE PC GENERAL SUPPORT 4,000
    ENVIRONMENTAL DEFENSE FUND INC
    257 PARK AVENUE SOUTH 17TH FLOOR
    NEW YORK,NY10010     		NONE PC GENERAL SUPPORT 5,000
    ESPLANADE ASSOCIATION INC
    376 BOYLSTON STREET SUITE 503
    BOSTON,MA02116     		NONE PC GENERAL SUPPORT 1,000
    EVKIDS
    218 ADAMS STREET
    DORCHESTER,MA02122     		NONE PC GENERAL PURPOSES 4,000
    EXPONENT PHILANTHROPY
    1720 N STREET NW
    WASHINGTON,DC20036     		NONE PC GENERAL PURPOSE 765
    FAMILY PROMISE OF BIRMINGHAM INC
    PO BOX 531233
    BIRMINGHAM,AL35253     		NONE PC GENERAL SUPPORT 1,000
    FEEDING AMERICA
    35 EAST WACKER DRIVE SUITE 2000
    CHICAGO,IL60601     		NONE PC GENERAL SUPPORT 1,000
    FONKOZE USA
    1718 CONNECTICUT AVENUE NW SUITE
    201
    WASHINGTON,DC20009     		NONE PC GENERAL SUPPORT 2,000
    FRIENDS OF COPLEY SQUARE INC
    PO BOX 170124
    BOSTON,MA02117     		NONE PC GENERAL SUPPORT 1,000
    FRIENDS OF THE CHILDREN- BOSTON
    555 AMORY STREET
    BOSTON,MA02130     		NONE PC GENERAL SUPPORT 2,500
    FRIENDS OF THE PUBLIC GARDEN
    69 BEACON STREET
    BOSTON,MA02108     		NONE PC GENERAL SUPPORT 1,000
    FRIENDS OF THE SOUTH HADLEY PUBLIC LIBRARY SYSTEM
    2 CANAL STREET
    SOUTH HADLEY,MA01075     		NONE PC GENERAL SUPPORT 2,500
    FROM THE TOP INC
    140 CLARENDON STREET SUITE 301
    BOSTON,MA02116     		NONE PC GENERAL SUPPORT 1,000
    FRONTIER HORIZON INC
    PO BOX 4429
    VIRGINIA BEACH,VA23454     		NONE PC GENERAL SUPPORT 2,000
    FUND FOR SOUTHERN COMMUNITIES
    4153-C FLAT SHOALS PARKWAY
    DECATUR,GA30034     		NONE PC GENERAL SUPPORT 1,500
    GEDAKINA INC
    PO BOX 2363
    AMHERST,MA01004     		NONE PC GENERAL SUPPORT 1,000
    GENERATIONS INCORPORATED
    25 KINGS STREET
    BOSTON,MA02111     		NONE PC GENERAL PURPOSES 4,000
    GIRLS LEAP
    PO BOX 240927
    DORCHESTER,MA02124     		NONE PC GENERAL PURPOSES 4,000
    GOOD SHEPARD FOOD BANK
    PO BOX 1807
    AUBURN,ME04211     		NONE PC GENERAL SUPPORT 1,000
    GRASSROOTS INTERNATIONAL
    179 BOYLSTON STREET 4TH FLOOR
    BOSTON,MA02130     		NONE PC GENERAL SUPPORT 2,000
    GREATER BOSTON SINGLE PARENT COUNSELING AND RESOURCE CENTER
    675 VFW PARKWAY SUITE 162
    CHESTNUT HILL,MA02467     		NONE PC GENERAL SUPPORT 4,000
    HALEY HOUSE INC
    23 DARTMOUTH STREET
    BOSTON,MA02116     		NONE PC GENERAL SUPPORT 3,000
    HAMPSHIRE COLLEGE
    893 WEST STREET
    AMHERST,MA01002     		NONE PC GENERAL SUPPORT 2,500
    HAYMARKET PEOPLE S FUND
    42 SEAVERNS AVENUE
    BOSTON,MA02130     		NONE PC GENERAL SUPPORT 5,000
    HISTORIC DEERFIELD INC
    PO BOX 321
    DEERFIELD,MA01342     		NONE PC GENERAL SUPPORT 3,000
    HUMAN RIGHTS WATCH INC
    350 FIFTH AVENUE 34TH FLOOR
    NEW YORK,NY10118     		NONE PC GENERAL SUPPORT 7,000
    HYDE SQUARE TASK FORCE
    PO BOX 301871
    JAMAICA PLAIN,MA02130     		NONE PC GENERAL PURPOSE 5,000
    IMMIGRANT FAMILY SERVICES INSTITUTE
    5 JALLEISON STREET
    HYDE PARK,MA02136     		NONE PC GENERAL SUPPORT 4,000
    INNERCITY WEIGHTLIFTING
    PO BOX 171313
    BOSTON,MA02117     		NONE PC GENERAL SUPPORT 1,000
    INSTITUTE FOR POLICY STUDIES
    30 GERMANIA BUILDING L
    JAMAICA PLAIN,MA02130     		NONE PC GENERAL SUPPORT 4,000
    INTERISE
    197 PORTLAND STREET
    BOSTON,MA02114     		NONE PC GENERAL PURPOSES 3,000
    INTERNATIONAL PHYSICIANS FOR THE PREVENTION OF NUCLEAR WAR
    339 PLEASANT STREET THIRD FLOOR
    MALDEN,MA02148     		NONE PC GENERAL SUPPORT 4,000
    INVERSANT INC
    561 BOYLSTON STREET 4TH FLOOR
    BOSTON,MA02116     		NONE PC GENERAL SUPPORT 1,000
    JEREMIAH PROGRAM
    615 FIRST AVENUE NE SUITE 210
    MINNEAPOLIS,MN55413     		NONE PC GENERAL SUPPORT 3,000
    JEWISH VOCATIONAL SERVICE INC
    75 FEDERAL STREET 3RD FLOOR
    BOSTON,MA02110     		NONE PC GENERAL SUPPORT 3,000
    JUSTICE RESOURCE INSTITUTE INC
    160 GOULD STREET SUITE 300
    NEEDHAM,MA02494     		NONE PC GENERAL SUPPORT 3,000
    JUVENILE LAW CENTER
    1800 JFK BLVD SUITE 1900
    PHILADELPHIA,PA19103     		NONE PC GENERAL SUPPORT 1,000
    LA PINATA LATIN AMERICAN CULTURAL FAMILIES NETWORK
    294 SOUTH STREET
    JAMAICA PLAIN,MA02130     		NONE PC GENERAL SUPPORT 1,500
    LA VIDA INC
    40 GREEN STREET
    LYNN,MA01902     		NONE PC GENERAL SUPPORT 3,000
    LOUIS D BROWN PEACE INSTITUTE
    15 CHRISTOPHER STREET
    DORCHESTER,MA02122     		NONE PC GENERAL SUPPORT 2,000
    MADISON PARK DEVELOPMENT
    184 DUDLEY STREET
    ROXBURY,MA02119     		NONE PC GENERAL PURPOSES 4,000
    MAINE COMMUNITY FOUNDATION
    245 MAIN STREET
    ELLSWORTH,ME04605     		NONE PC GENERAL PURPOSE 2,000
    MASS HUMANITIES
    66 BRIDGE STREET
    NORTHAMPTON,MA01060     		NONE PC GENERAL PURPOSE 2,000
    MASSACHUSETTS CENTER FOR NATIVE AMERICAN AWARENESS INC
    PO BOX 5885
    BOSTON,MA02114     		NONE PC GENERAL SUPPORT 5,000
    MASSACHUSETTS PUBLIC INTEREST RESEARCH GROUP
    294 WASHINGTON STREET SUITE 500
    BOSTON,MA02108     		NONE PC GENERAL PURPOSE 2,500
    METROPOLITAN OPERA ASSOCIATION INC
    30 LINCOLN CENTER
    NEW YORK,NY10023     		NONE PC GENERAL SUPPORT 17,905
    MIAMI UNIVERSITY FOUNDATION INC
    107 ROUDEBUSH HALL
    OXFORD,OH45056     		NONE PC GENERAL SUPPORT 5,000
    MILTON ACADEMY
    151 MOUNTAIN SCOOL ROAD
    VERSHIRE,VT05079     		NONE PC GENERAL SUPPORT 1,000
    MOTHERS FOR JUSTICE AND EQUALITY
    184 DUDLEY STREET SUITE 109 LL
    ROXBURY,MA02119     		NONE PC GENERAL SUPPORT 3,000
    MT TOBY MONTHLY MEETING - RELIGIOUS SOCIETY OF FRIENDS
    194 LONG PLAIN ROAD
    LEVERETT,MA01054     		NONE PC GENERAL SUPPORT 1,000
    MUSEUM OF FINE ARTS
    465 HUNTINGTON AVENUE
    BOSTON,MA02115     		NONE PC GENERAL SUPPORT 1,000
    MUSEUM OF SCIENCE
    1 SCIENCE PARK
    BOSTON,MA02114     		NONE PC GENERAL SUPPORT 1,000
    MYSTIC RIVER WATERSHED ASSOCIATION
    20 ACADEMY STREET SUITE 306
    ARLINGTON,MA02476     		NONE PC GENERAL SUPPORT 4,000
    NATIONAL PARK FOUNDATION
    1110 VERMONT AVE NW SUITE 200
    WASHINGTON,DC20005     		NONE PC GENERAL SUPPORT 1,000
    NATURAL RESOURCES DEFENSE COUNCIL
    40 WEST 20TH STREET
    NEW YORK,NY10011     		NONE PC GENERAL PURPOSES 8,000
    NEIGHBORHOOD OF AFFORDABLE HOUSING
    143 BORDER STREET
    EAST BOSTON,MA02128     		NONE PC GENERAL SUPPORT 4,000
    NEW ECONOMY COALITION
    PO BOX 390503
    CAMBRIDGE,MA02139     		NONE PC GENERAL SUPPORT 4,000
    NEW ENGLAND BLACKS IN PHILANTHROPY
    101 FEDERAL STREET SUITE 1900
    BOSTON,MA02110     		NONE PC GENERAL SUPPORT 1,000
    NEW ENGLAND BUDDHIST VIHARA & MEDITATION CENTER
    162 OLD UPTON ROAD
    GRAFTON,MA01519     		NONE PC GENERAL SUPPORT 3,500
    NEW ENGLAND CENTER FOR ARTS
    23 BRADSON STREET
    BOSTON,MA02118     		NONE PC GENERAL PURPOSES 3,000
    NEW HAMPSHIRE PUBLIC BROADCASTING
    268 MAST ROAD
    DURHAM,NH03824     		NONE PC GENERAL SUPPORT 1,000
    NIPPONZAN MYOHOJI NEW ENGLAND SANGHA
    100 CAVE HILL ROAD
    LEVERETT,MA01054     		NONE PC GENERAL SUPPORT 1,000
    NIPPONZAN MYOHOJI USA
    100 CAVE HILL ROAD
    LEVERETT,MA01054     		NONE PC GENERAL SUPPORT 1,000
    NOBLE AND GREENOUGH SCHOOL
    10 CAMPUS DRIVE
    DEDHAM,MA02026     		NONE PC GENERAL SUPPORT 1,000
    NONVIOLENT PEACEFORCE
    2610 UNIVERSITY AVENUE W SUITE 550
    SAINT PAUL,MN55114     		NONE PC GENERAL SUPPORT 1,000
    PARTNERS HOME CARE
    281 WINTER STREET SUITE 240
    WALTHAM,MA02451     		NONE PC GENERAL SUPPORT 1,000
    PATHWAYS FOR CHILDREN INC
    29 EMERSON AVENUE
    GLOUCESTER,MA01930     		NONE PC GENERAL SUPPORT 2,000
    PEACE ACTION EDUCATION FUND
    8630 FENTON STREET SUITE 524
    SILVER SPRING,MD20910     		NONE PC GENERAL SUPPORT 3,500
    PERKINS SCHOOL FOR THE BLIND
    175 NORTH BEACON STREET
    WATERTOWN,MA02472     		NONE PC GENERAL SUPPORT 1,000
    PHILANTHROPY MASSACHUSETTS INC
    133 FEDERAL STREET SUITE 802
    BOSTON,MS02110     		NONE PC GENERAL PURPOSE 22,500
    PORTLAND EDUCATION FOUNDATION
    353 CUMBERLAND AVENUE
    PORTLAND,ME04101     		NONE PC GENERAL SUPPORT 1,000
    PROJECT HOPE INC
    550 DUDLEY STREET
    ROXBURY,MA02119     		NONE PC GENERAL SUPPORT 4,000
    PROJECT ORBIS INTERNATIONAL INC
    520 EIGHTH AVENUE 12TH FLOOR
    NEW YORK,NY10018     		NONE PC GENERAL SUPPORT 2,500
    PURPLE HEART HOMES
    PO BOX 5535
    STATESVILLE,NC28687     		NONE PC GENERAL SUPPORT 1,000
    RAISING A READER MA
    3 SCHOOL STREET 3RD FLOOR
    BOSTON,MA02108     		NONE PC GENERAL SUPPORT 3,000
    RAW ART WORKS
    37 CENTRAL SQUARE
    LYNN,MA01901     		NONE PC GENERAL SUPPORT 3,000
    RED TOMATO
    300 MORTON AVENUE
    MARTINSVILLE,IN46151     		NONE PC GENERAL SUPPORT 1,000
    REHEARSAL FOR LIFE INC
    670 CENTRE STREET SUITE 8
    JAMAICA PLAIN,MA02130     		NONE PC GENERAL SUPPORT 3,000
    ROSIE S PLACE INC
    889 HARRISON AVENUE
    BOSTON,MA02118     		NONE PC GENERAL SUPPORT 1,000
    SARVODAYA USA
    1127 UNIVERSITY AVENUE
    MADISON,WI53715     		NONE PC GENERAL SUPPORT 5,000
    SIERRA CLUB FOUNDATION
    2101 WEBSTER STREET SUITE 1250
    OAKLAND,CA94612     		NONE PC GENERAL SUPPORT 1,000
    SOCIAL VENTURE CIRCLE
    1111 WEST EL CAMINO REAL 109-273
    SUNNYVALE,CA94087     		NONE PC GENERAL SUPPORT 4,000
    SOCIEDAD LATINA INC
    1530 TREMONT STREET
    ROXBURY,MA02120     		NONE PC GENERAL SUPPORT 3,000
    SOUTHERN POVERTY LAW CENTER INC
    400 WASHINGTON AVENUE
    MONTGOMERY,AL36104     		NONE PC GENERAL SUPPORT 1,000
    SOUTHWEST BOSTON COMMUNITY DEVELOPMENT CORPORATION
    11 FAIRMOUNT AVENUE SUITE 101
    HYDE PARK,MA02136     		NONE PC GENERAL SUPPORT 3,000
    SPARKSHARE
    50 MILK STREET
    BOSTON,MA02109     		NONE PC GENERAL PURPOSE 3,000
    SPECIAL OLYMPICS INC
    1133 19TH STREET NW
    WASHINGTON,DC20036     		NONE PC GENERAL SUPPORT 1,000
    STANFORD UNIVERSITY FBO STANFORD FUND FOR UNDERGRADUATE EDUCATION
    PO BOX 20466
    STANFORD,CA943090466     		NONE PC GENERAL SUPPORT 12,000
    STEPS TO SUCCESS
    PO BOX 470421
    BROOKLINE,MA02447     		NONE PC GENERAL SUPPORT 1,000
    THE BOSTON FOUNDATION
    75 ARLINGTON STREET 3RD FLOOR
    BOSTON,MA02116     		NONE PC GENERAL SUPPORT 4,000
    THE BOSTON FOUNDATION
    75 ARLINGTON STREET 3RD FLOOR
    BOSTON,MA02116     		NONE PC GENERAL SUPPORT 10,000
    THE FOOD PROJECT
    555 DUDLEY STREET
    DORCHESTER,MA01773     		NONE PC GENERAL SUPPORT 4,000
    THE GREATER BOSTON FOOD BANK
    70 SOUTH BAY AVENUE
    BOSTON,MA02118     		NONE PC GENERAL SUPPORT 4,000
    THE HAVEN PROJECT
    57 MUNROE STREET
    LYNN,MA01901     		NONE PC GENERAL PURPOSES 4,000
    THE NOLUMBEKA PROJECT
    PO BOX 285
    GREENFIELD,MA01302     		NONE PC GENERAL SUPPORT 1,000
    THE RESOURCE CENTERFOR PEACE AND JUSTICE INC
    2 CONZ STREET SUITE 2B
    NORTHAMPTON,MA01060     		NONE PC GENERAL SUPPORT 1,000
    THE SHALOM CENTER FBO INTERFAITH MORAL ACTION ON CLIMATE
    6711 LINCOLN DRIVE
    PHILADELPHIA,PA19119     		NONE PC GENERAL SUPPORT 1,000
    THE TRESHOLD FOUNDATION
    2875 ROUTE 35
    KATON,NY10536     		NONE PC GENERAL SUPPORT 2,500
    THE TRUST FOR PUBLIC LAND
    6 BEACON STREET
    BOSTON,MA02108     		NONE PC GENERAL PURPOSES 4,000
    TRUE STORY
    21 LINWOOD STREET
    ARLINGTON,MA02474     		NONE PC GENERAL SUPPORT 2,000
    TRUSTEES OF DEERFIELD ACADEMY
    PO BOX 87
    DEERFIELD,MA01342     		NONE PC GENERAL SUPPORT 1,000
    TRUSTEES OF PHILLIPS ACADEMY
    180 MAIN STREET
    ANDOVER,MA01810     		NONE PC GENERAL PURPOSES 10,000
    UASPIRE
    31 MILK STREET SUITE 900
    BOSTON,MA02109     		NONE PC GENERAL SUPPORT 4,000
    UNION CAPITAL BOSTON
    1542 COLUMBUS AVENUE
    ROXBURY,MA02119     		NONE PC GENERAL PURPOSE 3,000
    UNITED NATIONS ASSOCIATION OF GREATER BOSTON
    85 DEVONSHIRE STREET SUITE 1000
    BOSTON,MA02109     		NONE PC GENERAL SUPPORT 3,000
    UNIVERSITY OF MASSACHUSETTS BOSTON
    1 BEACON STREET 31ST FLOOR
    BOSTON,MA02108     		NONE PC GENERAL SUPPORT 1,000
    UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION
    580 MASSIE ROAD
    CHARLOTTESVILLE,VA22903     		NONE PC GENERAL SUPPORT 5,000
    URBAN FARMING INSTITUTE
    PO BOX 260371
    MATTAPAN,MA02126     		NONE PC GENERAL SUPPORT 4,000
    VETERANS EDUCATION PROJECT INC
    PO BOX 416
    AMHERST,MA01004     		NONE PC GENERAL SUPPORT 5,000
    VICTORY PROGRAMS INC
    965 MASSACHUSETTS AVENUE
    BOSTON,MA02118     		NONE PC GENERAL SUPPORT 2,000
    VISUAL ART LIBRARY
    PO BOX 589
    NEW LONDON,CT06320     		NONE PC GENERAL SUPPORT 1,000
    VOLUNTEER LAWYERS PROJECT OF THE BOSTON BAR ASSOCIATION INC
    7 WINTHROP SQUARE 2ND FLOOR
    BOSTON,MA02110     		NONE PC GENERAL SUPPORT 1,000
    WELLESLEY SCHOLARSHIP FOUNDATION
    PO BOX 81207
    WELLESLEY,MA02481     		NONE PC GENERAL SUPPORT 4,000
    WGBH EDUCATIONAL FOUNDATION
    ONE GUEST STREET
    BOSTON,MA02135     		NONE PC GENERAL SUPPORT 1,000
    WRITEBOSTON
    2300 WASHINGTON STREET
    ROXBURY,MA02119     		NONE PC GENERAL SUPPORT 3,500
    YMCA OF GREATER BOSTON
    316 HUNTINGTON AVENUE
    BOSTON,MA02115     		NONE PC GENERAL SUPPORT 4,000
    Total .................................bullet 3a 563,613
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 307,620  
    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.....         2,064
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 719,405  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,027,025 2,064
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,029,089
    (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.)
    7 PARTIAL REFUND OF $4,000 COMPETITIVE GRANT
    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 InvestmentsCorpStockSchedule
    Name:
    PAUL & EDITH BABSON FOUNDATION
     
    C/O WILMINGTON TRUST 106846-000
    EIN:
    04-6037891
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 4,235,472 11,518,752

    TY 2020 InvestmentsOtherSchedule2
    Name:
    PAUL & EDITH BABSON FOUNDATION
     
    C/O WILMINGTON TRUST 106846-000
    EIN:
    04-6037891
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OTHER INVESTMENTS AT COST 2,833,074 2,975,347

    TY 2020 OtherDecreasesSchedule
    Name:
    PAUL & EDITH BABSON FOUNDATION
     
    C/O WILMINGTON TRUST 106846-000
    EIN:
    04-6037891
    Description Amount
    POSTED IN 2021 AND REPORTED IN 2020 4,492


    TY 2020 OtherExpensesSchedule
    Name:
    PAUL & EDITH BABSON FOUNDATION
     
    C/O WILMINGTON TRUST 106846-000
    EIN:
    04-6037891
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MA AG FILING FEE 125 0   125
    DEPOSITORY FEE 32 32   0


    TY 2020 OtherIncomeSchedule2
    Name:
    PAUL & EDITH BABSON FOUNDATION
     
    C/O WILMINGTON TRUST 106846-000
    EIN:
    04-6037891
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
      2,064 2,064 2,064


    TY 2020 OtherIncreasesSchedule
    Name:
    PAUL & EDITH BABSON FOUNDATION
     
    C/O WILMINGTON TRUST 106846-000
    EIN:
    04-6037891
    Description Amount
    POSTED IN 2020 AND REPORTED IN 2019 5,612
    WASH SALE ADJUSTMENT 28
    ROUNDING 7


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    PAUL & EDITH BABSON FOUNDATION
     
    C/O WILMINGTON TRUST 106846-000
    EIN:
    04-6037891
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WTC CUSTODIAL FEES 65,009 65,009   0
    DANA INVESTMENTS 4,259 4,259   0
    GMA FOUNDATIONS 33,540 0   33,540


    TY 2020 TaxesSchedule
    Name:
    PAUL & EDITH BABSON FOUNDATION
     
    C/O WILMINGTON TRUST 106846-000
    EIN:
    04-6037891
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 3,241 3,241   0
    MA FILING FEE 125 0   0