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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 06-01-2021 , and ending 05-31-2022
Name of foundation
THOMAS THOMPSON TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)ONE FEDERAL ST 20TH FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02110
A Employer identification number

03-0179429
B Telephone number (see instructions)

(617) 951-1151
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$21,689,897J 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... 404,124 404,124 404,124
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 686,001
b Gross sales price for all assets on line 6a 4,564,940
7 Capital gain net income (from Part IV, line 2)... 686,001
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,090,125 1,090,125 404,124
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 111,611 55,805 0 55,806
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 5,480 0 0 5,480
c Other professional fees (attach schedule).... Click to see attachment 42,354 2,844 0 39,510
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 30,957 30,957 0 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 2,283 192 0 2,091
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 192,685 89,798 0 102,887
25 Contributions, gifts, grants paid....... 900,000 900,000
26 Total expenses and disbursements. Add lines 24 and 25 1,092,685 89,798 0 1,002,887
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,560
b Net investment income (if negative, enter -0-) 1,000,327
c Adjusted net income (if negative, enter -0-)... 404,124
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 688,581 1,080,631 1,080,631
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) 0 Click to see attachment996,879 997,130
b Investments—corporate stock (attach schedule)....... 6,711,876 Click to see attachment8,648,145 18,529,903
c Investments—corporate bonds (attach schedule)....... 617,077 Click to see attachment615,785 579,595
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,669,608 Click to see attachment341,849 502,638
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,687,142 11,683,289 21,689,897
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........ 11,687,142 11,683,289
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)..... 11,687,142 11,683,289
30 Total liabilities and net assets/fund balances (see instructions). 11,687,142 11,683,289
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
11,687,142
2
Enter amount from Part I, line 27a .....................
2
-2,560
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
11,684,582
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,293
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,683,289
Form 990-PF (2021)
Form 990-PF (2021)
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 2500 SH CITIGROUP   2017-05-10 2021-08-18
b 1250 APPLE   2013-05-22 2021-08-18
c 1000 NORTHERN TRUST   2010-08-12 2021-10-13
d 4000 EBAY   2018-07-16 2021-10-13
e 500 APPLE   2013-05-22 2021-10-13
500 HOME DEPOT   1994-08-12 2021-11-10
1000 DOVER CORP   1982-10-29 2021-11-10
500 ILLINOIS TOOL   1998-08-24 2021-11-10
1000 XYLEM   2019-05-15 2021-11-10
230 EMBECTA   2022-01-14 2022-05-16
5314.428 VANGUARD TOT BD IDX     2022-01-14
21859.572 VANGUARD TOT BD IDX     2022-01-14
1422.891 VANGUARD TOT BD IDX     2022-02-09
17077.109 VANGUARD TOT BD IDX     2022-02-09
653.411 VANGUARD TOT BD IDX     2022-05-16
258,027.688 VANGUARD TOT BD IDX     2022-05-16
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 180,124   151,398 28,726
b 185,719   23,723 161,996
c 115,089   50,039 65,050
d 299,598   144,407 155,191
e 70,067   9,489 60,578
184,467   5,664 178,803
175,777   2,253 173,524
117,832   17,946 99,886
132,607   70,620 61,987
5,864   6,965 -1,101
58,406   61,411 -3,005
240,237   241,949 -1,712
15,381   16,068 -687
184,604   190,451 -5,847
6,547   6,835 -288
2,585,437   2,879,721 -294,284
7,184     7,184
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       28,726
b       161,996
c       65,050
d       155,191
e       60,578
      178,803
      173,524
      99,886
      61,987
      -1,101
      -3,005
      -1,712
      -687
      -5,847
      -288
      -294,284
      7,184
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 2 686,001
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 -8,948
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 13,905
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 13,905
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 32,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 32,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 18,095
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet18,095 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletWWWW.THOMASTHOMPSONTRUST.ORG
    14
    The books are in care ofbulletMICHAEL F O'CONNELL ESQ Telephone no.bullet (617) 951-1151

    Located atbulletONE FEDERAL ST 20TH FLBOSTONMA ZIP+4bullet02110
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    MICHAEL F O'CONNELL TRUSTEE
    5.00     		0 0 0
    ONE FEDERAL ST 20TH FL
    BOSTON,MA02110
    SUSAN T MONAHAN TRUSTEE
    5.00     		43,451 0 0
    6 WAINWRIGHT STREET
    IPSWICH,MA01938
    MAURA E MURPHY TRUSTEE
    5.00     		0 0 0
    ONE FEDERAL ST 20TH FL
    BOSTON,MA02110
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    RACKEMANN SAWYER BREWSTER LEGAL/TAX PREP/TTEES 92,456
    160 FEDERAL STREET
    BOSTON,MA02110
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    23,726,862
    b
    Average of monthly cash balances.......................
    1b
    353,540
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    24,080,402
    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
    24,080,402
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    361,206
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    23,719,196
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,185,960
    Part X
    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 IX, line 6..................
    1
    1,185,960
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    13,905
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,905
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,172,055
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,172,055
    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 XII, line 1 ...
    7
    1,172,055
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,172,055
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 950,660
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,002,887
    a Applied to 2020, but not more than line 2a 950,660
    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 2021 distributable amount..... 52,227
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		1,119,828
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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:
    SUSAN T MONAHAN
    ONE FEDERAL ST 20TH FL
    BOSTON,MA02110
    (617) 951-1151
    bThe form in which applications should be submitted and information and materials they should include:
    INITIAL CONTACT BY PHONE.
    cAny submission deadlines:
    NONE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE STRICTLY LIMITED TO BRATTLEBORO, VT AND RHINEBECK, NY AND THEIR SURROUNDING AREAS.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ART IN THE NEIGHBORHOOD
    62 WEST STREET
    BRATTLEBORO,VT05301     		  PC SPECIAL DELIVERIES 3,000
    BARD COLLEGE
    PO BOX 5000
    ANNADALEONHUDSON,NY12504     		  PC FOR BIG READ HUDSON VALLEY PROJECT SUPPORT 10,000
    BOYS & GIRLS CLUB OF BRATTLEBORO INC
    17 FLAT STREET
    BRATTLEBORO,VT05301     		  PC BCCB PROGRAM COORDINATION AND CAPITAL INFRASTRUCTURE PROJECT 50,000
    BRATTLEBORO AREA HOSPICE
    191 CANAL STREET
    BRATTLEBORO,VT05301     		  PC EXPERIENCED GOODS: GROWING THE BUSINESS THAT SUPPORTS BRATTLEBORO AREA HOSPICE 15,000
    BRATTLEBORO MEMORIAL HOSPITAL
    17 BELMONT STREET
    BRATTLEBORO,VT05301     		  PC RONALD READ PAVILION CONSTRUCTION PROJECT 30,000
    BRATTLEBORO MEMORIAL HOSPITAL
    17 BELMONT STREET
    BRATTLEBORO,VT05301     		  PC RONALD READ PAVILION CONSTRUCTION PROJECT 100,000
    BRATTLEBORO MUTUAL AID ASSOCIATION
    80 MAPLE STREET
    BRATTLEBORO,VT05301     		  PC WINDHAM COUNTY SENIORS' HEALTH COLLABORATIVE 10,000
    BRATTLEBORO MUTUAL AID ASSOCIATION
    80 MAPLE STREET
    BRATTLEBORO,VT05301     		  PC WINDHAM COUNTY SENIORS' HEALTH COLLABORATIVE 10,000
    BRATTLEBORO RETREAT
    PO BOX 803
    BRATTLEBORO,VT05302     		  PC HEALTHWORKDS ACT PROGRAM LAUNCH 25,000
    CENTER FOR HEALTH AND LEARNING
    28 VERNON STREET SUITE 319
    BRATTLEBORO,VT05301     		  PC UMATTER MENTAL HEALTH PROMOTION, K-8 15,000
    COMMUNITY ACTION PARTNERSHIP FOR DUTCHESS COUNTY INC
    77 CANNON STREET
    POUGHKEEPSIE,NY12601     		  PC RHINEBECK FAMILY CONTINGENCY FUND 30,000
    COMMUNITY ASYLUM SEEKERS PROJECT
    PO BOX 1355
    BRATTLEBORO,VT05302     		  PC COMMUNITY ASYLUM SEEKERS PROJECT CAPACITY BUILDING GRANT 15,000
    COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY
    80 WASHINGTON STREET
    POUGHKEEPSIE,NY12601     		  PC FOR RHINEBECK RESPONDS: WE'RE HERE TO HELP 10,000
    COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY
    80 WASHINGTON STREET
    POUGHKEEPSIE,NY12601     		  PC FOR ADMINISTRATIVE FEES - 2021 FOR TTT RHINEBECK SCHOLARSHIP FUND 400
    CULTURECONNECT INC
    PO BOX 590
    RHINEBECK,NY12572     		  PC FOR COMMUNITY CONNECT AND TEEN PROGRAMMING 24,000
    DOWNTOWN BRATTLEBORO ALLIANCE
    PO BOX 961
    BRATTLEBORO,VT05301     		  PC GALLERY WALK: MOMENTS OF CONNECTION 5,000
    DOWNTOWN BRATTLEBORO ALLIANCE
    PO BOX 961
    BRATTLEBORO,VT05301     		  PC BRATTLEBORO LITERARY FESTIVAL 3,000
    DUMMERSTON SCHOOL
    52 SCHOOLHOUSE ROAD
    EAST DUMMERSTON,VT05346     		  PC DUMMERSTON SCHOOL OUTDOOR RENOVATION-PAVILLION PROJECT 15,000
    EDUCATION NETWORK FOR TEACHERS & ARTS INC
    39 BURGER ROAD
    RHINEBECK,NY12572     		  PC FOR ENTA SCHOOL PROGRAMMING, COMMUNITY GROWTH & DEVELOPMENT SUPPORT (1 OF 2) 10,000
    GLOBAL CAMPUSES FOUNDATION
    PO BOX 732
    WILLISTON,VT05495     		  PC GC BRATTLEBORO 10,000
    GOVERNOR'S INSTITUTES OF VERMONT
    20 WEST CANAL STREET SUITE C5
    WINOOSKI,VT054042146     		  PC SCHOLARSHIP SUPPORT FOR WINDHAM COUNTY GIV STUDENTS 10,000
    GREATER FALLS COMMUNITY JUSTICE CENTER
    PO BOX 146
    BELLOWS FALLS,VT05101     		  PC PARENTING WITH RESPECT 5,000
    GROUNDWORKS COLLABORATIVE
    PO BOX 370
    BRATTLEBORO,VT05301     		  PC GROUNDWORKS COLLABORATIVE: BUILDING CAPACITY FOR SUSTAINABILITY 65,000
    HIGH FIVE ADVENTURE LEARNING CENTER
    130 AUSTINE DRIVE SUITE 170
    BRATTLEBORO,VT05301     		  PC REBUILDING AFTER COVID 21,000
    HUDSON VALLEY COMMUNITY PRODUCTIONS
    118 LA BERGERIE LANE
    RED HOOK,NY12571     		  PC FOR THE 14TH ANNUAL SINTERKLASS! 3,000
    HUNGER FREE VERMONT
    38 EASTWOOD DRIVE SUITE 100
    S BURLINGTON,VT05403     		  PC HUNGER COUNCIL OF THE WINDHAM REGION JUSTICE, EQUITY, DIVERSITY AND INCLUSION PROJECT 4,000
    MORTON MEMORIAL LIBRARY & COMMUNITY HOUSE
    PO BOX 157
    RHINECLIFF,NY12574     		  PC IMPROVED DRAINAGE, SAFELY, AND PRESERVATION OF THE MORTON MEMORIAL LIBRARY 10,000
    NDH FOUNDATION
    6531 SPRINGBROOK AVENUE
    RHINEBECK,NY12572     		  PC FOR INTERVENTIONAL RADIOLOGY SUITE AT NORTHERN DUTCHESS HOSPITAL 100,000
    NEIGHBORHOOD CONNECTIONS
    PO BOX 207
    LONDONDERRY,VT05148     		  PC COMMUNITY SUPPORTED TRANSPORTATION PROJECT 25,000
    NEW ENGLAND YOUTH THEATRE
    100 FLAT STREET
    BRATTLEBORO,VT05301     		  PC NEYT'S DEPARTMENT HEAD LEADERSHIP SUCCESSION PROJECT 10,000
    NEXT STAGE ARTS PROJECT
    PO BOX 251
    PUTNEY,VT05346     		  PC WINDHAM COMMUNITY ROOM 16,000
    OUR PLACE DROP-IN CENTER
    PO BOX 852 4 ISLAND ST
    BELLOWS FALLS,VT05101     		  PC COMMUNITY BASED FOOD SECURITY PROGRAMS 14,000
    PUTNEY COMMUITY CARES
    PO BOX 108 54 KIMBALL HILL
    PUTNEY,VT05346     		  PC ACTIVITY BARN DECK 10,000
    RED HOOK COMMUNITY CENTER
    59 FISK STREET
    RED HOOK,NY12571     		  PC FOR RHCC TEEN GROUPS 10,000
    RETREAT FARM
    45 FARMHOUSE SQUARE
    BRATTLEBORO,VT05301     		  PC TRAIL PROJECT AND SUMMER CAMP WITH THE BOYS AND GIRLS CLUB 15,000
    RHINEBECK COMMUNITY NURSERY SCHOOL
    PO BOX 523
    RHINEBECK,NY12572     		  PC LEAPS AND BOUNDS: THE CAMPAIGN FOR RHINEBECK COMMUNITY NURSERY SCHOOL (1 OF 2) 10,000
    RHINEBECK COMMUNITY NURSERY SCHOOL
    PO BOX 523
    RHINEBECK,NY12572     		  PC LEAPS AND BOUNDS: THE CAMPAIGN FOR RHINEBECK COMMUNITY NURSERY SCHOOL (2 OF 2) 15,000
    RHINEBECK PARK FUND INC
    3 JOHNS WAY
    RHINEBECK,NY12572     		  PC FOR CAPITAL CAMPAIGN FOR THE DEVELOPMENT OF "FIELDS FOR OUR YOUTH" 50,000
    RICH EARTH INSTITUTE
    355 OLD FERRY ROAD
    BRATTLEBORO,VT05301     		  PC URINE DIVERSION INSTALLATIONS FOR WINDHAM COUNTY HOMEOWNERS 10,000
    SANDGLASS CENTER FOR PUPPETRY AND THEATER RESEARCH
    17 KIMBALL HILL
    PUTNEY,VT05346     		  PC SANDGLASS THEATER'S 2022 "PUPPETS IN THE GREEN MOUNTAINS: ROOTS & WINGS" INTERNATIONAL FESTIVE 7,500
    ST BRIGID'S KITCHEN & PANTRY
    38 WALNUT STREET
    BRATTLEBORO,VT05301     		  PC LONG-RANGE PLANNING FOR A VIABLE FUTURE 30,000
    THE CHURCH OF THE MESSIAH
    6436 MONTGOMERY STREET
    RHINEBECK,NY12572     		  PC JOINT REQUEST WITH RCMS-INSTALLATION OF LIVESTREAMING EQUIPMENT 7,500
    VERMONT INDEPENDENT MEDIA INC
    PO BOX 1212 139 MAIN ST
    BRATTLEBORO,VT05301     		  PC EXPANDING THE MEDIA MENTORING PROJECT 2.0 10,000
    VERMONT SYMPHONY ORCHESTRA
    2 CHURCH STREET SUITE 3B
    BURLINGTON,VT05401     		  PC MUSICIANS-IN-SCHOOLS PERFORMANCES 5,000
    VT EARTH WORKS INC
    139 MAIN STREET SUITE 706B
    BRATTLEBORO,VT05301     		  PC TECHNOLOGY UPDATE FOR WVEW, BRATTLEBORO COMMUNITY RADIO 12,000
    WINSTON PROUTY CENTER FOR CHILD & FAMILY DEVELOPMENT
    209 AUSTINE DRIVE
    BRATTLEBORO,VT05301     		  PC THE ELIZABETH CHRISTIE FUND OF THE CHILD CARE COUNTS COALITION 14,600
    WORKER JUSTICE CENTER OF NY INC
    9 MAIN STREET
    KINGSTON,NY12401     		  PC FOR GENERAL OPERATING FOR OUTREACH AND EDUCATION AND LEGAL SERVICES OF DUTCHESS COUNTY 10,000
    YOUTH SERVICES
    PO BOX 6008
    BRATTLEBORO,VT05302     		  PC DEMOGRAPHIX AND ENDOWMENT 10,000
    Total .................................bullet 3a 900,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 686,001  
    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 1,090,125 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,090,125
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    THOMAS THOMPSON TRUST
    EIN:
    03-0179429
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RACKEMANN, SAWYER & BREWSTER - TAX PREP FEES 5,380 0 0 5,380
    FNZ TRUST CO. - TAX PREP FEES 100 0 0 100

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THOMAS THOMPSON TRUST
    EIN:
    03-0179429
    Name of Bond End of Year Book Value End of Year Fair Market Value
    $150,000 BANK OF AMERICA V/R 9/29/49 151,775 149,625
    $118,000 GENERAL ELECTRIC 4.1% 12/31/49 106,200 83,190
    $150,000 JP MORGAN CHASE & CO. 6.125% 12/31/49 152,310 147,684
    $100,000 PRUDENTIAL FINANCIAL 5.875% 9/15/42 100,601 99,596
    $100,000 WELLS FARGO 5.875% 12/31/49 104,899 99,500

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THOMAS THOMPSON TRUST
    EIN:
    03-0179429
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 4,500 SHARES 86,847 528,570
    ABBVIE INC. 3,000 SHARES 21,558 442,110
    ADVANCED MICRO DEVICES INC. 3,000 SHARES 256,780 305,580
    ALPHABET INC. CL C 320 SHARES 137,322 729,850
    ALPHABET INC./CA CL A 200 SHARES 49,126 455,048
    AMAZON COM INC. 160 SHARES 293,973 384,670
    APPLE INC. 9,000 SHARES 170,804 1,339,560
    AUTOMATIC DATA PROCESSING INC. 2,500 SHARES 10,988 557,350
    BANK OF AMERICA CORP. 10,500 SHARES 172,296 390,600
    BOSTON SCIENTIFIC CORP. 9,000 SHARES 274,655 369,090
    COLGATE PALMOLIVE CO. 4,700 SHARES 38,188 370,407
    WALT DISNEY COMPANY 1,800 SHARES 253,969 198,792
    DOMINION ENERGY INC. 2,000 SHARES 61,478 168,440
    DOVER CORP. 2,000 SHARES 4,506 267,820
    EBAY INC. 6,000 SHARES 216,610 292,020
    GENERAL MOTORS CO. 3,000 SHARES 178,468 116,040
    HOME DEPOT INC. 1,000 SHARES 11,327 302,750
    ILLINOIS TOOL WORKS INC. 1,500 SHARES 53,839 312,105
    INTUIT INC. 450 SHARES 183,624 186,507
    JP MORGAN CHASE & CO. 3,500 SHARES 139,975 462,805
    JOHNSON & JOHNSON, 3,000 SHARES 67,512 538,590
    MCDONALDS CORP., 1,450 SHARES 85,155 365,705
    MICROSOFT CORP. 3,800 SHARES 11,548 1,033,106
    NEXTERA ENERGY INC. 4,000 SHARES 60,289 302,760
    NORTHERN TRUST CORP. 2,000 SHARES 100,078 223,500
    NVIDIA CORP. 1700 SHARES 258,574 317,424
    OTIS WORLDWIDE CORP. 2,500 SHARES 193,746 186,000
    PEPSICO INC. 3,500 SHARES 168,773 587,125
    PROCTER & GAMBLE CO. 2,000 SHARES 2,128 295,760
    RAYTHEON TECHNOLOGIES CORP. 4,500 SHARES 214,652 428,040
    SALESFORCE COM INC. 1,000 SHARES 68,043 160,240
    SPLUNK INC. 650 SHARES 117,265 66,664
    STYKER CORP. 1,500 SHARES 16,747 351,750
    3M CO. 2,000 SHARES 9,720 298,580
    UNITED PARCEL SERVICES INC. - B 1,000 SHARES 163,775 182,250
    VANGUARD FTSE ALL WORLD EX US INDEX 7,500 SHARES 409,757 410,550
    VANGUARD FTSE EMERG MKTS ETF 5,750 SHARES 255,533 250,930
    VANGUARD TOTAL STK MKT INDEX FD AD 7,971.816 SHARES 404,093 801,486
    VERIZON COMMUNICATIONS INC. 5,250 SHARES 245,147 269,273
    VISA INC. CLASS A 1,000 SHARES 179,582 212,170
    WALMART INC. 4,000 SHARES 340,748 514,520
    WASTE MGMT INC. 1,800 SHARES 99,375 285,318
    XYLEM INC. 4,000 SHARES 282,481 337,000
    ESTEE LAUDER COS 790 SHARES 187,394 201,174
    NIKE INC B 1,200 SHARES 204,929 142,620
    BECTON DICKINSON & CO. 1,150 SHARES 294,331 294,170
    DOLLAR GENERAL 1,220 SHARES 272,066 268,815
    TERADYNE 1,000 SHARES 119,016 109,260
    MARSH & MCLENNAN 1,250 SHARES 207,238 199,937
    CME GROUP INC. 1,680 SHARES 338,011 334,034
    UDR INC. 3,700 SHARES 201,156 176,860
    PAYPAL HOLDINGS 1,000 SHARES 256,138 85,210
    ADIDAS AG SPON ADR 1,200 SHARES 196,812 118,968

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THOMAS THOMPSON TRUST
    EIN:
    03-0179429
    US Government Securities - End of Year Book Value:

    996,879
    US Government Securities - End of Year Fair Market Value:

    997,130
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    THOMAS THOMPSON TRUST
    EIN:
    03-0179429
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    COHEN & STEERS LTD. DURAT 4,000 SHARES AT COST 98,000 83,880
    VANGUARD TOTAL BD MKT IDX-ADM 477.405 AT COST 5,327 4,812
    ASTRAZENCA PLC SPONS ADR 3,750 SHARES AT COST 81,819 249,300
    NESTLES SA SPON ADR 1,350 SHARES AT COST 156,703 164,646

    TY 2021 OtherDecreasesSchedule
    Name:
    THOMAS THOMPSON TRUST
    EIN:
    03-0179429
    Description Amount
    BANK OF AMERICA BASIS ADJUSTMENT 325
    PRUDENTIAL BASIS ADJUSTMENT 427
    JP MORGAN BASIS ADJUSTMENT 540
    ROUNDING ADJUSTMENT 1


    TY 2021 OtherExpensesSchedule
    Name:
    THOMAS THOMPSON TRUST
    EIN:
    03-0179429
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2020 MASSACHUSETTS FILING FEE 125 0 0 125
    CYBERGRANTS 1,410 0 0 1,410
    GRANTMAKING/ADMIN DISBURSEMENTS 337 0 0 337
    ADR FEES 192 192 0 0
    WEB DOMAIN 219 0 0 219


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THOMAS THOMPSON TRUST
    EIN:
    03-0179429
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RACKEMANN, SAWYER & BREWSTER - GRANT MAKING FEES 16,667 0 0 16,667
    RACKEMANN, SAWYER & BREWSTER - TRUSTEE'S FEES 5,687 2,844 0 2,843
    GRANT MAKING COORDINATOR 15,000 0 0 15,000
    VERRILL DANA - GRANT MAKING FEES 5,000 0 0 5,000


    TY 2021 TaxesSchedule
    Name:
    THOMAS THOMPSON TRUST
    EIN:
    03-0179429
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 1,952 1,952 0 0
    2021 990-PF FEDERAL ESTIMATED EXCISE TAX DUE 29,005 29,005 0 0