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 12-01-2020 , and ending 11-30-2021
Name of foundation
GREY ROCKS FOUNDATION INC
FKA MCLANE/HARPER CHARITABLE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)CO PA MCLANE 200 CLARENDON ST FL5
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02116
A Employer identification number

04-2944189
B Telephone number (see instructions)

(617) 574-6700
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$77,265,053J 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) 5,238,371
2 Check bullet.............
3 Interest on savings and temporary cash investments 5,773 5,773  
4 Dividends and interest from securities... 616,408 616,408  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,348,351
b Gross sales price for all assets on line 6a 17,731,717
7 Capital gain net income (from Part IV, line 2)... 10,296,322
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 36,943 36,943  
12 Total. Add lines 1 through 11........ 11,245,846 10,955,446  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,500 2,500   0
c Other professional fees (attach schedule).... Click to see attachment 115,536 115,536   0
17 Interest............... 34,578 34,578   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 11,896 1,896   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 127,430 120,607   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 291,940 275,117   0
25 Contributions, gifts, grants paid....... 2,007,643 2,007,643
26 Total expenses and disbursements. Add lines 24 and 25 2,299,583 275,117   2,007,643
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,946,263
b Net investment income (if negative, enter -0-) 10,680,329
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............. 544,410 859,053 859,053
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)....... 29,177,074 Click to see attachment31,397,711 48,233,253
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).......... 9,593,302 Click to see attachment15,667,093 28,172,747
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) 39,314,786 47,923,857 77,265,053
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) Click to see attachment1,660,947 Click to see attachment1,323,755
23 Total liabilities (add lines 17 through 22)......... 1,660,947 1,323,755
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 37,653,839 46,600,102
29 Total net assets or fund balances (see instructions)..... 37,653,839 46,600,102
30 Total liabilities and net assets/fund balances (see instructions). 39,314,786 47,923,857
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
37,653,839
2
Enter amount from Part I, line 27a .....................
2
8,946,263
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
46,600,102
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
46,600,102
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 BLACKROCK STRATEGIC   2021-05-07 2021-09-30
b VANGUARD SHORT TERM   2020-08-14 2020-12-03
c VANGUARD SHORT TERM   2020-08-14 2020-12-07
d VANGUARD SHORT TERM   2020-08-14 2020-12-10
e VANGUARD SHORT TERM   2020-08-14 2020-12-21
VANGUARD SHORT TERM   2020-08-14 2021-05-07
VOYA INTERMEDIATE BOND   2020-09-30 2021-09-30
VOYA INTERMEDIATE BOND   2020-10-30 2021-09-30
VOYA INTERMEDIATE BOND   2020-11-30 2021-09-30
VOYA INTERMEDIATE BOND   2020-12-16 2021-09-30
VOYA INTERMEDIATE BOND   2020-12-16 2021-09-30
VOYA INTERMEDIATE BOND   2020-12-31 2021-09-30
VOYA INTERMEDIATE BOND   2021-01-29 2021-09-30
VOYA INTERMEDIATE BOND   2021-02-26 2021-09-30
VOYA INTERMEDIATE BOND   2021-03-31 2021-09-30
VOYA INTERMEDIATE BOND   2021-04-30 2021-09-30
VOYA INTERMEDIATE BOND   2021-05-28 2021-09-30
VOYA INTERMEDIATE BOND   2021-06-30 2021-09-30
VOYA INTERMEDIATE BOND   2021-07-30 2021-09-30
VOYA INTERMEDIATE BOND   2021-08-31 2021-09-30
ADAGE CAPITAL PARTNERS, LP   2020-01-01 2020-12-31
AKRE FOCUS FUND CLASS   2020-01-21 2021-07-23
BNY MELLON CORE   2020-01-16 2021-09-30
PIMCO INCOME FUND   2014-03-24 2021-09-30
PIMCO INCOME FUND   2014-03-31 2021-09-30
PIMCO INCOME FUND   2014-04-30 2021-09-30
PIMCO INCOME FUND   2014-05-30 2021-09-30
PIMCO INCOME FUND   2014-06-30 2021-09-30
PIMCO INCOME FUND   2014-07-31 2021-09-30
PIMCO INCOME FUND   2014-08-29 2021-09-30
PIMCO INCOME FUND   2014-09-30 2021-09-30
PIMCO INCOME FUND   2014-10-31 2021-09-30
PIMCO INCOME FUND   2014-11-28 2021-09-30
PIMCO INCOME FUND   2014-12-10 2021-09-30
PIMCO INCOME FUND   2014-12-10 2021-09-30
PIMCO INCOME FUND   2014-12-29 2021-09-30
PIMCO INCOME FUND   2014-12-31 2021-09-30
PIMCO INCOME FUND   2015-01-30 2021-09-30
PIMCO INCOME FUND   2015-02-27 2021-09-30
VANGUARD INFLATION   2020-08-17 2021-09-30
VOYA INTERMEDIATE BOND   2020-01-16 2021-09-30
VOYA INTERMEDIATE BOND   2020-01-21 2021-09-30
VOYA INTERMEDIATE BOND   2020-01-31 2021-09-30
VOYA INTERMEDIATE BOND   2020-02-28 2021-09-30
VOYA INTERMEDIATE BOND   2020-03-31 2021-09-30
VOYA INTERMEDIATE BOND   2020-04-30 2021-09-30
VOYA INTERMEDIATE BOND   2020-05-29 2021-09-30
VOYA INTERMEDIATE BOND   2020-06-30 2021-09-30
VOYA INTERMEDIATE BOND   2020-07-31 2021-09-30
VOYA INTERMEDIATE BOND   2020-08-17 2021-09-30
VOYA INTERMEDIATE BOND   2020-08-31 2021-09-30
ABBVIE INC   2016-02-19 2021-02-02
ADOBE INC   2019-03-04 2021-02-02
ADVANCED MICRO DEVICES   2019-03-04 2021-02-02
ALIGN TECHNOLOGY INC   2019-09-16 2021-02-02
APPLE INC   2019-08-14 2021-11-30
APPLE INC   2019-06-04 2021-11-30
APPLE INC   2019-05-02 2021-11-30
APPLE INC   2019-04-02 2021-11-30
APPLE INC   2019-03-04 2021-02-02
APPLE INC   2019-02-20 2021-02-02
APPLE INC   2018-11-16 2021-02-02
APPLE INC   2018-07-16 2021-02-02
APPLE INC   2018-06-15 2021-02-02
ASML HLDG NV SPON ADR   2019-07-03 2021-02-02
ASML HLDG NV SPON ADR   2019-06-04 2021-02-02
ASML HLDG NV SPON ADR   2019-05-02 2021-02-02
ASML HLDG NV SPON ADR   2019-04-02 2021-02-02
ASML HLDG NV SPON ADR   2019-05-02 2021-02-02
ASML HLDG NV SPON ADR   2019-02-01 2021-02-02
ASML HLDG NV SPON ADR   2019-07-03 2021-02-02
CLOUDERA INC *MERGER:   2019-07-11 2021-02-02
COUPA SOFTWARE INC   2019-05-02 2021-02-02
DAIICHI SANKYO CO LTD   2018-12-31 2021-02-02
DAIKIN INDS LTD ADR   2019-03-04 2021-02-02
DANAHER CORP   2018-12-31 2021-02-02
DOCUSIGN INC   2019-08-14 2021-02-02
ENEL SPA ADR   2018-10-26 2021-02-02
ENEL SPA ADR   2018-10-16 2021-02-02
FERGUSON PLC **EXCHANGE:   2016-02-08 2021-02-02
FLUTTER ENTMT PLC ADR   2019-03-04 2021-02-02
FORTESCUE METALS GROUP   2019-08-02 2021-02-02
FUJITSU LTD ADR NEW   2019-05-02 2021-02-02
FUJITSU LTD ADR NEW   2019-04-02 2021-02-02
GREEN DOT CORP   2019-10-22 2021-02-02
HALOZYME THERAPEUTICS   2019-06-04 2021-02-02
HONG KONG EXCHANGES &   2018-10-26 2021-02-02
HONG KONG EXCHANGES &   2016-02-08 2021-02-02
HORIZON THERAPEUTICS PLC   2019-08-14 2021-02-02
HOYA CORP SPON ADR   2018-11-16 2021-02-02
HOYA CORP SPON ADR   2018-09-18 2021-02-02
INFINEON TECHNOLOGIES   2019-08-14 2021-02-02
INFINEON TECHNOLOGIES   2019-08-02 2021-02-02
INFINEON TECHNOLOGIES   2018-10-26 2021-02-02
INTUIT   2018-12-31 2021-02-02
ITOCHU CORP ADR JAPAN   2017-05-24 2021-02-02
JAMES HARDIE INDUSTRIES   2019-06-04 2021-02-02
LOREAL CO ADR FRANCE ADR   2016-02-08 2021-02-02
LONDON STK EXCHANGE   2019-02-01 2021-02-02
LONZA GROUP AG ADR   2019-06-04 2021-02-02
NESTE OYJ ADR   2019-09-16 2021-02-02
NETFLIX INC   2018-12-17 2021-02-02
NICE LTD SPON ADR   2018-12-31 2021-02-02
NINTENDO LTD ADR NEW   2018-11-16 2021-02-02
OLYMPUS CORP SPON ADR   2018-09-18 2021-02-02
OMRON CORP SPON ADR   2019-03-04 2021-02-02
OWENS & MINOR INC NEW   2019-07-11 2021-02-02
PANDORA A/S SPON ADR   2019-09-23 2021-02-02
QUALCOMM INC   2019-04-02 2021-02-02
S&P GLOBAL INC   2018-12-17 2021-02-02
SCHNEIDER ELEC SE   2018-10-26 2021-02-02
SEAGEN INC   2019-10-22 2021-02-02
SERVICENOW INC   2018-12-31 2021-02-02
SMC CORP SPON ADR   2018-12-31 2021-02-02
SMC CORP SPON ADR   2018-09-18 2021-02-02
SONY GROUP CORP   2018-12-31 2021-02-02
SPOTIFY TECHNOLOGY SA   2019-10-22 2021-02-02
STAMPS.COM INHC NEW   2019-06-04 2021-02-02
STMICROELECTRONICS N.V   2018-12-31 2021-02-02
SYSMEX CORP UNSPONSORED   2018-12-31 2021-02-02
TARGET CORP   2019-03-04 2021-02-02
TERADYNE INC   2019-08-14 2021-02-02
TESLA INC   2019-06-04 2021-11-30
TESLA INC   2019-08-14 2021-11-30
TESLA INC   2019-05-02 2021-11-30
TESLA INC   2019-05-02 2021-11-30
TESLA INC   2019-08-14 2021-11-30
TOKYO ELECTRON LTD ADR   2019-05-02 2021-02-02
THE TRADE DESK INC CL A   2019-04-02 2021-02-02
THE TRADE DESK INC CL A   2019-04-02 2021-02-02
VESTAS WIND SYSTEMS A/S   2018-09-18 2021-02-02
VESTAS WIND SYSTEMS A/S   2018-09-18 2021-02-02
WALMART INC   2016-02-19 2021-02-02
YASKAWA ELEC CORP   2018-12-31 2021-02-02
Z HOLDINGS CORP ADR   2019-08-02 2021-02-02
Z HOLDINGS CORP ADR   2019-06-04 2021-02-02
ZALANDO SE UNSPONORED   2019-02-01 2021-02-02
NETFLIX INC   2016-07-21 2021-11-30
ADOBE INC   2016-02-08 2021-02-02
ADVANCED MICRO DEVICES   2018-07-16 2021-02-02
ALIGN TECHNOLOGY INC   2019-09-17 2021-02-02
ALPHABET INC CL C   2016-02-08 2021-02-02
AMICUS THERAPEUTICS INC   2019-10-22 2021-02-02
APPLE INC   2016-02-08 2021-02-02
APPLE INC   2017-02-17 2021-02-02
APPLE INC   2017-03-24 2021-02-02
APPLE INC   2017-04-24 2021-02-02
APPLE INC   2017-09-05 2021-02-02
APPLE INC   2019-06-03 2021-11-30
APPLE INC   2019-03-04 2021-02-02
APPLE INC   2019-06-04 2021-11-30
APPLE INC   2018-07-16 2021-02-02
APPLE INC   2018-11-16 2021-02-02
APPLE INC   2019-04-02 2021-02-02
APPLE INC   2019-04-02 2021-11-30
APPLE INC   2019-08-15 2021-11-30
APPLE INC   2019-05-02 2021-11-30
APPLIED MATERIALS INC   2018-12-17 2021-02-02
ASML HLDG NV SPON ADR   2019-06-04 2021-02-02
ASML HLDG NV SPON ADR   2019-06-03 2021-02-02
ASML HLDG NV SPON ADR   2019-04-02 2021-02-02
ASML HLDG NV SPON ADR   2019-03-04 2021-02-02
ASML HLDG NV SPON ADR   2017-07-05 2021-02-02
AUTODESK INC   2019-08-15 2021-02-02
CLOUDERA INC *MERGER:   2019-07-11 2021-02-02
COUPA SOFTWARE INC   2018-11-16 2021-02-02
DAIICHI SANKYO CO LTD   2018-12-31 2021-02-02
DAIICHI SANKYO CO LTD   2017-05-24 2021-02-02
DECIPHERA   2019-07-11 2021-02-02
DOCUSIGN INC   2018-12-31 2021-02-02
ENEL SPA ADR   2018-10-26 2021-02-02
META PLATFORMS INC CL A   2016-02-08 2021-02-02
FERRARI N V EUR   2016-06-16 2021-02-02
FLUTTER ENTMT PLC ADR   2019-06-03 2021-02-02
FLUTTER ENTMT PLC ADR   2019-05-02 2021-02-02
FORTESCUE METALS GROUP   2018-12-31 2021-02-02
FORTESCUE METALS GROUP   2018-11-16 2021-02-02
FUJITSU LTD ADR NEW   2018-12-31 2021-02-02
GENERAC HLDGS INC   2019-08-15 2021-02-02
GENMAB A/S SPON ADR   2019-06-04 2021-02-02
GREEN DOT CORP   2019-10-22 2021-02-02
HALOZYME THERAPEUTICS   2019-06-04 2021-02-02
HOME DEPOT INC   2016-02-08 2021-02-02
HOYA CORP SPON ADR   2018-10-16 2021-02-02
HOYA CORP SPON ADR   2018-09-18 2021-02-02
IES HLDGS INC COM   2019-08-15 2021-02-02
INFINEON TECHNOLOGIES   2019-08-14 2021-02-02
INFINEON TECHNOLOGIES   2018-10-26 2021-02-02
JPMORGAN CHASE & CO   2016-02-08 2021-02-02
LONDON STK EXCHANGE   2018-12-31 2021-02-02
LONZA GROUP AG ADR   2019-05-02 2021-02-02
MASTERCARD INC CL A   2016-02-08 2021-02-02
MODERNA INC   2019-08-14 2021-02-02
NATL BEVERAGE CORP   2019-07-11 2021-02-02
NESTE OYJ ADR   2019-09-16 2021-02-02
NINTENDO LTD ADR NEW   2019-04-02 2021-02-02
PAYLOCITY HLDG CORP   2019-10-22 2021-02-02
PRYSMIAN SPA ADR   2019-06-03 2021-02-02
QUALCOMM INC   2019-04-02 2021-02-02
QUALCOMM INC   2019-06-04 2021-02-02
RINGCENTRAL INC CL A   2018-12-31 2021-02-02
SONY GROUP CORP   2019-04-02 2021-02-02
SONY GROUP CORP   2019-03-04 2021-02-02
SONY GROUP CORP   2016-02-08 2021-02-02
SPOTIFY TECHNOLOGY SA   2019-10-22 2021-02-02
SQUARE INC CL A   2019-10-22 2021-02-02
STMICROELECTRONICS N.V   2018-12-31 2021-02-02
STMICROELECTRONICS N.V   2018-11-16 2021-02-02
SYSMEX CORP UNSPONSORED   2018-12-31 2021-02-02
TESLA INC   2016-02-08 2021-11-30
TESLA INC   2019-06-04 2021-11-30
TESLA INC   2019-08-15 2021-11-30
THERMO FISHER SCIENTIFIC   2018-12-31 2021-02-02
TOKYO ELECTRON LTD ADR   2019-08-14 2021-02-02
VISA INC CL A   2016-02-08 2021-02-02
VISTEON CORP COM NEW   2019-07-11 2021-02-02
Z HOLDINGS CORP ADR   2019-06-03 2021-02-02
ZALANDO SE UNSPONORED   2018-12-31 2021-02-02
FEDERATED HERMES U.S.   2019-12-13 2020-12-07
FEDERATED HERMES U.S.   2019-12-31 2020-12-07
FEDERATED HERMES U.S.   2020-01-31 2020-12-07
FEDERATED HERMES U.S.   2020-02-28 2020-12-07
FEDERATED HERMES U.S.   2020-03-31 2020-12-07
FEDERATED HERMES U.S.   2020-04-30 2020-12-07
FEDERATED HERMES U.S.   2020-05-29 2020-12-07
FEDERATED HERMES U.S.   2020-06-30 2020-12-07
FEDERATED HERMES U.S.   2020-07-31 2020-12-07
FEDERATED HERMES U.S.   2020-08-31 2020-12-07
FEDERATED HERMES U.S.   2020-09-30 2020-12-07
FEDERATED HERMES U.S.   2020-10-30 2020-12-07
FEDERATED HERMES U.S.   2020-11-30 2020-12-07
CBOE GLOBAL MARKETS INC   2013-08-13 2021-11-30
CBOE GLOBAL MARKETS INC   2013-08-13 2021-11-30
CBOE GLOBAL MARKETS INC   2013-08-13 2021-11-30
CBOE GLOBAL MARKETS INC   2016-11-04 2021-11-30
FEDERATED HERMES U.S.   2019-11-04 2020-12-04
FEDERATED HERMES U.S.   2019-11-04 2020-12-07
FEDERATED HERMES U.S.   2019-11-29 2020-12-07
SBA COMMUNICATIONS CORP   1999-06-16 2021-11-30
SBA COMMUNICATIONS CORP   2016-02-19 2021-11-30
TEMPUR SEALY INTL INC   2002-11-01 2021-03-18
TEMPUR SEALY INTL INC   2002-11-01 2021-03-18
TEMPUR SEALY INTL INC   2002-11-01 2021-03-18
TEMPUR SEALY INTL INC   2002-11-01 2021-03-18
TEMPUR SEALY INTL INC   2002-11-01 2021-03-18
FEDERATED HERMES U.S.   2021-02-09 2021-09-21
FEDERATED HERMES U.S.   2021-02-09 2021-11-08
ADAGE CAPITAL PARTNERS, LP   2019-01-01 2020-12-31
LONGPOINT REALITY   2019-01-01 2020-12-31
TA INVESTORS III LP   2019-01-01 2020-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 450,000   453,489 -3,489
b 20,000   19,946 54
c 500,000   499,093 907
d 200,000   199,637 363
e 200,000   199,276 724
1,000,000   1,004,562 -4,562
3,323   3,442 -119
3,455   3,558 -103
3,298   3,441 -143
17,526   17,999 -473
2,781   2,856 -75
3,529   3,631 -102
3,543   3,622 -79
3,237   3,259 -22
3,566   3,541 25
3,413   3,409 4
3,552   3,552 0
3,431   3,451 -20
3,550   3,595 -45
2,601   2,627 -26
298,529     298,529
25,000   18,136 6,864
80,000   77,219 2,781
276,727   298,087 -21,360
429   431 -2
1,770   1,787 -17
1,754   1,795 -41
1,758   1,803 -45
1,770   1,810 -40
1,766   1,818 -52
1,785   1,819 -34
1,771   1,814 -43
1,783   1,822 -39
132   133 -1
883   887 -4
3,814   3,789 25
1,844   1,832 12
1,875   1,855 20
140   140 0
133,000   131,220 1,780
703,205   707,894 -4,689
247,126   249,253 -2,127
1,273   1,298 -25
3,498   3,603 -105
3,337   3,256 81
2,764   2,767 -3
2,892   2,942 -50
2,830   2,903 -73
2,903   3,032 -129
307,773   319,070 -11,297
3,377   3,505 -128
11,776   6,245 5,531
17,168   9,294 7,874
13,084   3,484 9,600
18,929   6,099 12,830
129,878   41,160 88,718
104,286   29,283 75,003
95,329   31,165 64,164
91,490   27,746 63,744
127,370   41,327 86,043
19,512   6,193 13,319
20,054   7,161 12,893
105,690   37,229 68,461
20,054   6,987 13,067
19,357   7,484 11,873
38,715   13,333 25,382
27,653   10,297 17,356
22,676   7,948 14,728
22,676   8,444 14,232
13,274   4,282 8,992
13,274   5,132 8,142
12,373   3,960 8,413
10,618   3,385 7,233
81,284   27,070 54,214
14,906   7,808 7,098
11,343   4,847 6,496
22,788   4,260 18,528
23,277   11,912 11,365
23,570   12,401 11,169
10,699   4,547 6,152
22,332   9,336 12,996
21,332   6,411 14,921
14,400   6,512 7,888
22,978   10,696 12,282
9,863   4,681 5,182
11,267   3,704 7,563
12,522   5,041 7,481
13,121   4,060 9,061
14,084   4,447 9,637
13,138   6,365 6,773
16,361   7,939 8,422
10,931   4,565 6,366
15,821   7,024 8,797
24,533   10,985 13,548
12,754   6,693 6,061
12,040   6,149 5,891
11,156   5,054 6,102
14,831   6,983 7,848
19,797   9,260 10,537
12,267   6,112 6,155
15,041   6,646 8,395
24,610   11,826 12,784
11,993   4,870 7,123
18,555   8,965 9,590
11,504   6,261 5,243
11,288   5,644 5,644
35,547   3,868 31,679
10,377   4,458 5,919
35,722   12,724 22,998
10,685   5,488 5,197
14,924   6,992 7,932
9,620   5,722 3,898
16,507   5,164 11,343
40,198   19,339 20,859
15,489   7,944 7,545
49,723   24,193 25,530
15,049   5,193 9,856
24,241   3,838 20,403
56,082   19,000 37,082
57,675   23,421 34,254
15,794   6,178 9,616
9,889   4,258 5,631
68,653   2,323 66,330
68,653   2,636 66,017
51,490   2,197 49,293
51,490   2,197 49,293
51,490   1,977 49,513
13,958   5,535 8,423
11,334   2,896 8,438
11,334   2,896 8,438
10,173   3,049 7,124
10,173   3,049 7,124
13,555   6,273 7,282
49,250   22,692 26,558
11,243   4,957 6,286
20,438   8,851 11,587
16,445   4,494 11,951
162,704   20,846 141,858
10,968   1,726 9,242
9,747   1,841 7,906
21,156   6,751 14,405
21,270   7,511 13,759
11,791   5,222 6,569
92,682   16,264 76,418
23,848   5,972 17,876
19,512   5,063 14,449
17,886   4,740 13,146
24,390   7,294 17,096
14,715   3,986 10,729
134,416   43,613 90,803
162,507   45,631 116,876
54,200   19,092 35,108
16,260   5,806 10,454
64,227   22,993 41,234
38,707   11,739 26,968
129,878   40,955 88,923
106,845   34,930 71,915
11,514   3,693 7,821
16,039   5,524 10,515
53,647   18,138 35,509
33,737   11,825 21,912
12,167   4,085 8,082
18,251   4,328 13,923
12,113   6,003 6,110
13,395   4,287 9,108
9,974   1,982 7,992
16,794   5,593 11,201
12,572   2,858 9,714
8,943   4,261 4,682
11,746   2,005 9,741
21,603   11,056 10,547
16,652   6,291 10,361
10,857   2,107 8,750
17,615   6,349 11,266
10,781   4,628 6,153
35,038   6,079 28,959
37,855   6,672 31,183
41,993   16,989 25,004
17,469   4,819 12,650
10,342   4,439 5,903
11,024   5,231 5,793
12,217   4,017 8,200
12,715   5,262 7,453
14,254   6,355 7,899
11,651   5,654 5,997
11,890   4,873 7,017
29,299   12,237 17,062
13,150   5,888 7,262
10,299   4,475 5,824
38,719   15,665 23,054
17,122   8,240 8,882
12,985   3,230 9,755
47,210   3,978 43,232
13,424   4,683 8,741
14,759   6,522 8,237
15,649   7,554 8,095
10,128   4,990 5,138
12,353   6,420 5,933
26,098   9,296 16,802
12,560   5,271 7,289
10,191   2,144 8,047
17,964   7,635 10,329
19,254   9,240 10,014
11,016   2,345 8,671
19,495   6,727 12,768
14,806   3,883 10,923
27,303   9,251 18,052
20,047   6,866 13,181
25,653   10,417 15,236
28,605   740 27,865
74,374   2,517 71,857
74,374   2,803 71,571
14,981   6,490 8,491
42,557   18,458 24,099
14,234   4,819 9,415
10,495   4,234 6,261
18,860   8,327 10,533
37,286   8,561 28,725
7   7 0
10,844   10,844 0
6,739   6,739 0
2,804   2,804 0
1,808   1,808 0
384   384 0
141   141 0
84   84 0
56   56 0
25   25 0
15   15 0
9   9 0
8   8 0
150,860   32,136 118,724
74,171   15,800 58,371
73,230   15,600 57,630
2,427   1,205 1,222
100,000   100,000 0
459,709   459,709 0
11,701   11,701 0
713,878   2,581 711,297
5,291   1,345 3,946
245,409   235 245,174
2,441,063   2,341 2,438,722
97,183     97,183
110,518   106 110,412
2,302,493   2,208 2,300,285
280,000   280,000 0
700,000   700,000 0
508,454     508,454
8,375     8,375
32,637     32,637
6,451     6,451
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -3,489
b       54
c       907
d       363
e       724
      -4,562
      -119
      -103
      -143
      -473
      -75
      -102
      -79
      -22
      25
      4
      0
      -20
      -45
      -26
      298,529
      6,864
      2,781
      -21,360
      -2
      -17
      -41
      -45
      -40
      -52
      -34
      -43
      -39
      -1
      -4
      25
      12
      20
      0
      1,780
      -4,689
      -2,127
      -25
      -105
      81
      -3
      -50
      -73
      -129
      -11,297
      -128
      5,531
      7,874
      9,600
      12,830
      88,718
      75,003
      64,164
      63,744
      86,043
      13,319
      12,893
      68,461
      13,067
      11,873
      25,382
      17,356
      14,728
      14,232
      8,992
      8,142
      8,413
      7,233
      54,214
      7,098
      6,496
      18,528
      11,365
      11,169
      6,152
      12,996
      14,921
      7,888
      12,282
      5,182
      7,563
      7,481
      9,061
      9,637
      6,773
      8,422
      6,366
      8,797
      13,548
      6,061
      5,891
      6,102
      7,848
      10,537
      6,155
      8,395
      12,784
      7,123
      9,590
      5,243
      5,644
      31,679
      5,919
      22,998
      5,197
      7,932
      3,898
      11,343
      20,859
      7,545
      25,530
      9,856
      20,403
      37,082
      34,254
      9,616
      5,631
      66,330
      66,017
      49,293
      49,293
      49,513
      8,423
      8,438
      8,438
      7,124
      7,124
      7,282
      26,558
      6,286
      11,587
      11,951
      141,858
      9,242
      7,906
      14,405
      13,759
      6,569
      76,418
      17,876
      14,449
      13,146
      17,096
      10,729
      90,803
      116,876
      35,108
      10,454
      41,234
      26,968
      88,923
      71,915
      7,821
      10,515
      35,509
      21,912
      8,082
      13,923
      6,110
      9,108
      7,992
      11,201
      9,714
      4,682
      9,741
      10,547
      10,361
      8,750
      11,266
      6,153
      28,959
      31,183
      25,004
      12,650
      5,903
      5,793
      8,200
      7,453
      7,899
      5,997
      7,017
      17,062
      7,262
      5,824
      23,054
      8,882
      9,755
      43,232
      8,741
      8,237
      8,095
      5,138
      5,933
      16,802
      7,289
      8,047
      10,329
      10,014
      8,671
      12,768
      10,923
      18,052
      13,181
      15,236
      27,865
      71,857
      71,571
      8,491
      24,099
      9,415
      6,261
      10,533
      28,725
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      118,724
      58,371
      57,630
      1,222
      0
      0
      0
      711,297
      3,946
      245,174
      2,438,722
      97,183
      110,412
      2,300,285
      0
      0
      508,454
      8,375
      32,637
      6,451
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 10,296,322
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................................ 1 148,457
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........................... 3 148,457
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- ..... 5 148,457
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 29,975
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 130,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 159,975
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 11,518
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet11,518 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    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 ofbulletDAVID H HOPFENBERG Telephone no.bullet (401) 667-0504

    Located atbullet31 HOME DEPOT DRIVE 294PLYMOUTHMA ZIP+4bullet02360
    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
    P ANDREWS MCLANE PRESIDENT
    0.00     		0 0 0
    254 NORTH SHORE ROAD
    HEBRON,NH03241
    LINDA MCLANE TREASURER
    0.00     		0 0 0
    254 NORTH SHORE ROAD
    HEBRON,NH03241
    DAVID H HOPFENBERG CLERK
    0.00     		0 0 0
    10142 HERONWOOD LANE
    WEST PALM BEACH,FL33412
    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
    893,947
    b
    Average of monthly cash balances.......................
    1b
    46,863,678
    c
    Fair market value of all other assets (see instructions)................
    1c
    24,706,443
    d
    Total (add lines 1a, b, and c).........................
    1d
    72,464,068
    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
    72,464,068
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,086,961
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    71,377,107
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,568,855
    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
    3,568,855
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    148,457
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    148,457
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,420,398
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,420,398
    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
    3,420,398
    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
    2,007,643
    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
    2,007,643
    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
    2,007,643
    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 3,420,398
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 753,541
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,007,643
    a Applied to 2019, but not more than line 2a 753,541
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		Click to see attachment0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 1,254,102
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		2,166,296
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    P ANDREWS MCLANE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALICE FURGUSON FOUNDATION
    2001 BRYAN POINT RD
    ACCOKEEK,MD20607     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 2,500
    ANIMAL RESCUE LEAGUE OF BOSTON
    10 CHANDLER STREET
    BOSTON,MA02116     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 15,000
    CAMP LOCHEARN
    1061 ROBINSON HILL RD
    POST MILLS,VT05058     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 10,000
    CAMP TECUMSEH
    975 MOULTONBORO NECK RD
    MOULTONBOROUGH,NH03254     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 10,000
    CHARLES RIVER WATERSHED ASSN
    190 PARK ROAD
    WESTON,MA02493     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 60,000
    CHILD ADVOCACY AND PROTECTION
    1 MEDICAL CENTER DRIVE
    LEBANON,NH03756     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 15,000
    CHILD VOICE
    202 KENT PLACE
    NEWMARKET,NH03857     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 25,000
    CIRCLE PROGRAM
    85 MAIN STREET PO BOX 815
    PLYMOUTH,NH03264     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 7,000
    CITY YEAR
    287 COLUMBUS AVENUE
    BOSTON,MA02116     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 2,500
    COMMUNITY FUND
    50 CONGRESS STREET
    BOSTON,MA02210     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 5,000
    COMMUNITY SERVINGS
    179 AMORY STREET
    JAMAICA PLAIN,MA02130     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 2,000
    CRADLES TO CRAYONS
    281 NEWTONVILLE AVENUE
    NEWTONVILLE,MA02460     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 7,000
    CURE ALZHEIMERS FUND
    34 WASHINGTON STREET SUITE 200
    WELLESLEY HILLS,MA02481     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 5,000
    DARTMOUTH COLLEGE
    6068 BLUNT ALUMNI CENTER STE 103
    HANOVER,NH03755     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 644,500
    DONORS CHOOSE
    PO BOX 7247
    PHILADELPHIA,PA19170     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 5,000
    FENN SCHOOL
    516 MONUMENT STREET
    CONCORD,MA01742     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 5,000
    FESSENDEN SCHOOL
    250 WALTHAM STREET
    NEWTON,MA02465     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 52,500
    GONZAGA UNIVERSITY
    502 E BOONE AVENUE
    SPOKANE,WA99202     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 7,500
    HARVARD UNIVERSITY
    1350 MASSACHUSETTS AVENUE
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 75,000
    HEBRON HISTORICAL SOCIETY
    PO BOX 89
    HEBRON,NH03241     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 100
    HOLDERNESS SCHOOL
    33 CHAPEL LN
    HOLDERNESS,NH03245     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 10,000
    JACKSON NH HISTORICAL SOCIETY
    PO BOX 8
    JACKSON,NH03846     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 10,000
    KIMBALL UNION ACADEMY
    7 CAMPUS CENTER PO BOX 188
    MERIDEN,NH03770     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 2,500
    LIVE AND LET LIVE FARM
    20 PARADISE LANE
    CHICHESTER,NH03258     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 2,500
    MIDDLESEX SCHOOL
    1400 LOWELL ROAD
    CONCORD,MA01742     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 2,500
    MILL REEF FUND
    C/O JPM CHASE DEPT 781682 PO BOX
    78000
    DETROIT,MI48278     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 18,000
    MIT GLASS LAB
    77 MASSACHUSETTS AVE RM 4-003
    CAMBRIDGE,MA02139     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 10,000
    MONTANA LAND RELIANCE
    324 FULLER AVE
    HELENA,MT59624     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 14,000
    MSPCA
    350 SOUTH HUNTINGTON AVENUE
    JAMAICA PLAIN,MA02130     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 12,000
    MUSEUM OF FINE ARTS BOSTON
    465 HUNTINGTON AVENUE
    BOSTON,MA02115     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 50,000
    MUSEUM OF GLASS
    1801 DOCK STREET
    TACOMA,WA98402     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 10,000
    MUSEUM OF THE WHITE MOUNTAINS
    34 HIGHLAND STREET
    PLYMOUTH,NH03264     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 5,000
    NATIONAL ROWING FOUNDATION
    67 MYSTIC ROAD
    NORTH STONINGTON,CT06359     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 15,000
    NEW ENGLAND WILDLIFE CENTER
    500 COLUMBIAN STREET
    WEYMOUTH,MA02190     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 1,500
    NEWFOUND LAKE REGION ASSOCIATION
    10 NORTH MAIN STREET UNIT 1
    BRISTOL,NH03222     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 42,500
    NH ARCHEOLOGICAL SOCIETY
    PO BOX 406
    CONCORD,NH03302     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 10,000
    NH CHARITABLE FOUNDATION
    37 PLEASANT STREET
    CONCORD,NH03301     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 10,000
    NH PUBLIC RADIO
    PO BOX 9645
    MANCHESTER,NH03108     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 5,000
    NH RIVERS COUNCIL
    54 PORTSMOUTH STREET
    CONCORD,NH03301     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 5,000
    NH SCOT
    25 TRIANGLE PARK DRIVE SUITE 4
    CONCORD,NH03301     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 8,000
    NH WOMENS FOUNDATION
    18 LOW AVE SUITE 205
    CONCORD,NH03301     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 10,000
    NY CARES
    65 BROADWAY 19TH FLOOR
    NEW YORK CITY,NY10006     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 1,000
    PHILLIPS EXETER ACADEMY
    20 MAIN STREET
    EXETER,NH03933     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 50,000
    PILCHUCK GLASS SCHOOL
    240 2ND AVE S SUITE 100
    SEATTLE,WA98104     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 50,000
    PLYMOUTH STATE UNIVERSITY
    17 HIGH STREET
    PLYMOUTH,NH03264     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 5,000
    PREEMPTIVE LOVE
    1300 DARBYTON DRIVE
    HEWITT,TX76643     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 20,000
    SEACOAST CHILD ADVOCACY CENTER
    100 CAMPUS DR STE 11
    PORTSMOUTH,NH03801     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 10,000
    SLIM BAKER FOUNDATION
    100 SUMMER STREET
    BRISTOL,NH03222     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 5,500
    SOUTHEAST LAND TRUST OF NEW HAMPSHIRE
    247 NORTH RIVER ROAD
    EPPING,NH03042     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 5,000
    SQUASHBUSTERS INC
    795 COLUMBUS AVENUE
    ROXBURY CROSSING,MA02120     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 2,500
    ST PAUL'S SCHOOL
    325 PLEASANT STREET
    CONCORD,NH03301     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 7,500
    TEACH FOR AMERICA
    60 CANAL STREET
    BOSTON,MA02114     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 6,500
    THE PINE SCHOOL
    12350 SE FEDERAL HIGHWAY
    HOBE SOUND,FL33455     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 50,000
    TROUT UNLIMITED
    1777 N KENT STREET SUITE 100
    ARLINGTON,VA22209     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 1,000
    TUCK SCHOOL AT DARTMOUTH
    6068 BLUNT ALUMNI CENTER STE 103
    HANOVER,NH03755     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 30,000
    TURTLE RIDGE FOUNDATION
    461 MAIN STREET 6A
    FRANCONIA,NH03580     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 18,000
    UNIVERSITY OF MICHIGAN
    500 S STATE STREET
    ANN ARBOR,MI48109     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 67,000
    US SKI AND SNOWBOARD FOUNDATION
    1 VICTORY LANE BOX 100
    PARK CITY,UT84060     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 324,243
    VALENCIA COLLEGE FOUNDATION
    1768 PARK CENTER DRIVE
    ORLANDO,FL32835     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 2,500
    VANDERBILT UNIVERSITY
    2201 WEST END AVENUE
    NASHVILLE,TN37235     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 2,500
    WALNUT HILL SCHOOL FOR THE ARTS
    12 HIGHLAND STREET
    NATICK,MA01760     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 1,300
    WELLESLEY EDUCATION FOUNDATION
    PO BOX 812321
    WELLESLEY,MA02482     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 2,500
    WHEATON COLLEGE
    26 E MAIN STREET
    NORTON,MA02766     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 12,000
    WHITE MOUNTAIN SCHOOL
    371 W FARM RD
    BETHLEHEM,NH03574     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 10,000
    WORCESTER ART MUSEUM
    55 SALISBURY STREET
    WORCESTER,MA01609     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 2,500
    YMCA CAMP BELKNAP
    11 CHASE POINT RD
    MIRROR LAKE,NH03853     		NONE PUBLIC CHARITY UNRESTRICTED DONATION 112,000
    Total .................................bullet 3a 2,007,643
    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 ...........     		    14 5,773  
    4 Dividends and interest from securities....     18 616,408  
    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.....     14 36,943  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 5,348,351  
    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 6,007,475 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,007,475
    (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
    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
    GREY ROCKS FOUNDATION INC
    FKA MCLANE/HARPER CHARITABLE FOUNDATION
    Employer identification number

    04-2944189
    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
    GREY ROCKS FOUNDATION INC
    FKA MCLANE/HARPER CHARITABLE FOUNDATION         		Employer identification number
    04-2944189
    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
    P ANDREWS MCLANE
    254 NORTH SHORE ROAD
     
    HEBRON, NH03241

    		$ 2,532,506


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    LINDA HARPER MCLANE
    254 NORTH SHORE ROAD
     
    HEBRON, NH03241

    		$ 2,535,738


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    P ANDREWS MCLANE
    254 NORTH SHORE ROAD
     
    HEBRON, NH03241

    		$ 3,492


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    P ANDREWS MCLANE
    254 NORTH SHORE ROAD
     
    HEBRON, NH03241

    		$ 166,635


    (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
    GREY ROCKS FOUNDATION INC
    FKA MCLANE/HARPER CHARITABLE FOUNDATION         		Employer identification number

    04-2944189
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 PUBLICLY TRADED SECURITIES $ 2,532,506 2020-12-28
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 PUBLICLY TRADED SECURITIES $ 2,535,738 2020-12-28
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 PUBLICLY TRADED SECURITIES $ 3,492 2021-05-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 PUBLICLY TRADED SECURITIES $ 166,635 2021-11-18
    (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
    GREY ROCKS FOUNDATION INC
    FKA MCLANE/HARPER CHARITABLE FOUNDATION         		Employer identification number

    04-2944189
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    GREY ROCKS FOUNDATION INC
     
    FKA MCLANE/HARPER CHARITABLE FOUNDATION
    EIN:
    04-2944189
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    VENTURE TAX SERVICES, INC. 2,500 2,500   0

    TY 2020 AppliedToPriorYearElection
    Name:
    GREY ROCKS FOUNDATION INC
     
    FKA MCLANE/HARPER CHARITABLE FOUNDATION
    EIN:
    04-2944189
    Election:
    ELECTIONS CAN BE MADE UNDER TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(2)-----------------------------------------------------------------------------------------------THE FOUNDATION MANAGERS DECLARE THAT THE FOUNDATION IS MAKING THIS ELECTION UNDER THE ABOVE SUBPARAGRAPH, AND A DISTRIBUTION IS MADE OUT OF THE UNDISTRIBUTED INCOME OF TAXABLE YEAR 2012.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    GREY ROCKS FOUNDATION INC
     
    FKA MCLANE/HARPER CHARITABLE FOUNDATION
    EIN:
    04-2944189
    Name of Stock End of Year Book Value End of Year Fair Market Value
    UBS (ACCOUNT PW 20292) 21,265,461 27,143,277
    UBS (ACCOUNT PW B0674) 10,132,250 21,089,976

    TY 2020 InvestmentsOtherSchedule2
    Name:
    GREY ROCKS FOUNDATION INC
     
    FKA MCLANE/HARPER CHARITABLE FOUNDATION
    EIN:
    04-2944189
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ADAGE CAPITAL PARTNERS, LP AT COST 5,185,524 8,149,915
    ALTREIDES AT COST 4,500,000 3,922,493
    LONGPOINT REALITY AT COST 1,826,450 3,686,381
    RREF IV DEBT DOMESTIC LP AT COST 1,267,802 1,306,864
    TA INVESTORS III LP AT COST 68,210 123,796
    VIKING LONG III AT COST 2,819,107 10,983,298

    TY 2020 OtherExpensesSchedule
    Name:
    GREY ROCKS FOUNDATION INC
     
    FKA MCLANE/HARPER CHARITABLE FOUNDATION
    EIN:
    04-2944189
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 278 278   0
    TA INVESTORS III LP - SCHEDULE K-1 - PORTFOLIO DEDUCTIONS 2,918 2,918   0
    ADAGE CAPITAL PARTNERS, LP - SCHEDULE K-1 - PORTFOLIO DEDUCTIONS 65,623 65,623   0
    LONGPOINT REALITY 29,773 29,773   0
    TA INVESTORS III LP - SCHEDULE K-1 - NON-DEDUCTIBLE EXPENSES 21 0   0
    LONGPOINT REALITY II - SCHEDULE K-1 - PORTFOLIO DEDUCTIONS 22,015 22,015   0
    LONGPOINT REALITY II - SCHEDULE K-1 - NON-DEDUCTIBLE EXPENSES 6,802 0   0


    TY 2020 OtherIncomeSchedule2
    Name:
    GREY ROCKS FOUNDATION INC
     
    FKA MCLANE/HARPER CHARITABLE FOUNDATION
    EIN:
    04-2944189
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ADAGE CAPITAL PARTNERS, LP - SCHEDULE K-1 - ORDINARY INCOME 36,943 36,943 36,943


    TY 2020 OtherLiabilitiesSchedule
    Name:
    GREY ROCKS FOUNDATION INC
     
    FKA MCLANE/HARPER CHARITABLE FOUNDATION
    EIN:
    04-2944189
    Description Beginning of Year - Book Value End of Year - Book Value
    UBS - UNCLEARED CHECKS 1,660,947 1,292,875
    LONGPOINT REALITY II 0 30,880


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    GREY ROCKS FOUNDATION INC
     
    FKA MCLANE/HARPER CHARITABLE FOUNDATION
    EIN:
    04-2944189
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    UBS 108,467 108,467   0
    SCS 7,069 7,069   0


    TY 2020 TaxesSchedule
    Name:
    GREY ROCKS FOUNDATION INC
     
    FKA MCLANE/HARPER CHARITABLE FOUNDATION
    EIN:
    04-2944189
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 10,000 0   0
    FOREIGN TAXES 1,646 1,646   0
    STATE TAXES 250 250   0