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 07-01-2021 , and ending 06-30-2022
Name of foundation
FRESH SOUND FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)186 ALEWIFE BR 200 CO TYLER LYNCH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CAMBRIDGE, MA02138
A Employer identification number

06-1428363
B Telephone number (see instructions)

(617) 354-3814
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$11,063,708J 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) 100,947
2 Check bullet.............
3 Interest on savings and temporary cash investments 40,675 40,675  
4 Dividends and interest from securities... 147,010 147,010  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 632,962
b Gross sales price for all assets on line 6a 2,192,787
7 Capital gain net income (from Part IV, line 2)... 632,962
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........ 921,594 820,647  
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 16,243 16,243   0
c Other professional fees (attach schedule).... Click to see attachment 69,555 69,555   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,690 5,690   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 12,177 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 132,886 2,032   113,354
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 236,551 93,520   113,354
25 Contributions, gifts, grants paid....... 699,000 699,000
26 Total expenses and disbursements. Add lines 24 and 25 935,551 93,520   812,354
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -13,957
b Net investment income (if negative, enter -0-) 727,127
c Adjusted net income (if negative, enter -0-)...  
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............. 747,777 338,850 338,850
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet79,075
Less: allowance for doubtful accounts bullet   23,618 79,075 79,075
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) 410,715 Click to see attachment287,412 275,736
b Investments—corporate stock (attach schedule)....... 4,920,103 Click to see attachment5,081,856 8,297,761
c Investments—corporate bonds (attach schedule)....... 1,175,386 Click to see attachment1,270,761 1,214,769
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 710,670 Click to see attachment933,000 857,517
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) 7,988,269 7,990,954 11,063,708
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........... 7,988,269 7,990,954
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 7,988,269 7,990,954
30 Total liabilities and net assets/fund balances (see instructions). 7,988,269 7,990,954
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
7,988,269
2
Enter amount from Part I, line 27a .....................
2
-13,957
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
16,642
4
Add lines 1, 2, and 3 ..........................
4
7,990,954
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
7,990,954
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 XP INC. - 0.361 SHS P 2021-10-08 2021-10-08
b XP INC. - 30 SHS P 2021-10-08 2021-10-15
c PING AN INSURANCE - 88 SHS P   2021-10-15
d TDK CORP - 54 SHS P   2021-10-15
e TDK CORP - 20 SHS P 2021-07-18 2021-10-15
SK TELECOM LTD - 0.3867 SHS P 2021-04-27 2021-11-30
CHECK POINT SOFTWARE - 10 SHS P 2021-01-06 2021-12-29
CHECK POINT SOFTWARE - 30 SHS P 2019-07-18 2021-12-29
SK TELECOM LTD - 180 SHS P 2021-12-29 2021-12-29
TENCENT HLDG - 85 SHS P 2022-04-14 2022-04-14
NIKE 2.75% - 5000 SHS P 2022-03-07 2022-05-26
NIKE 2.75% - 5000 SHS P 2022-03-03 2022-05-26
PAYPAL HLDGS - 100 SHS P   2021-07-23
TELADOC HEALTH - 250 SHS P   2021-07-23
TELADOC HEALTH - 157 SHS P   2021-07-23
TELADOC HEALTH - 50 SHS P   2021-07-23
XYLEM - 225 SHS P   2021-07-23
XYLEM - 225 SHS P   2021-07-23
ALPHABET CL A - 9 SHS P   2021-07-26
PAYPAL HLDGS - 125 SHS P   2021-07-26
TOMRA SYSTEMS - 1500 SHS P   2021-07-26
US TRSY NOTE - 150000 SHS P   2022-07-08
US TRSY NOTE 2.0% - 5000 SHS P 2015-05-05 2021-07-27
NY STATE DORM - 10000 SHS P 2015-11-23 2021-08-13
NVIDIA 2.2% - 100000 SHS P   2021-08-16
NEXTERA ENERGY 2.9% 5000 SHS P 2019-05-23 2021-09-08
US TRSY NOTE 2.0% - 5000 SHS P 2021-05-05 2021-09-09
GARMIN - 95 SHS P 2020-03-02 2021-09-30
ALPHABET CL A - 27 SHS P 2011-04-01 2021-09-30
APPLE - 210 SHS P 2015-08-11 2021-09-30
BLACKSTONE GROUP INC - 620 SHS P   2021-09-30
COSTCO WHOLSALE CORP - 65 SHS P 2016-12-05 2021-09-30
DANAHER - 97 SHS P 2018-07-25 2021-09-30
ECOLAB INC - 101 SHS P 2018-10-12 2021-09-30
FIRST REP BANK SAN FRAN - 189 SHS P 2012-11-05 2021-09-30
MSCI INC - 105 SHS P 2018-02-01 2021-09-30
STARBUCKS - 83 SHS P 2017-07-28 2021-09-30
XYLEM - 119 SHS P 2018-06-12 2021-09-30
FERGUSON PLC - 35 SHS P 2019-07-18 2021-10-15
YANDEX - 31 SHS P 2019-07-18 2021-10-15
BYD CO - 19 SHS P 2020-07-08 2021-10-15
GLAXOSMITHKLINE - 155 SHS P   2021-10-15
HDFC BANK - 17 SHS P 2019-07-18 2021-10-15
ORIX CORP - 13 SHS P 2019-07-18 2021-10-15
RECKITT BENCKISER - 310 SHS P 2019-07-18 2021-10-15
US TRSY NOTE 2.0% - 5000 SHS P 2015-05-05 2021-11-01
US TRSY NOTE 1.75% - 10000 SHS P   2021-11-01
HSBC HLDGS 4.0% - 5000 SHS P 2020-02-06 2021-11-01
THERMO FISHER SCIENTIFIC - 5000 SHS P 2020-08-20 2021-12-03
BNY MELLON 2.95% - 5000 SHS P 2019-01-11 2021-12-07
MORGAN STANLEY 2.75% - 5000 SHS P 2018-11-28 2021-12-07
US TRSY 2.125% - 5000 SHS P 2020-06-18 2021-12-08
JOHN DEERE CAPCORP MED-TRM - 5000 SHS P 2019-11-06 2021-12-08
NOVARTIS - 26 SHS P 2019-07-18 2021-12-29
ALPHABET CLASS A - 14 SHS P   2022-01-27
ALPHABET CLASS A - 1 SHS P   2022-01-27
BECTON DICKINSON - 100 SHS P   2022-01-27
BECTON DICKINSON - 100 SHS P   2022-01-27
BECTON DICKINSON - 100 SHS P   2022-01-27
ROCKWELL AUTOMATION - 80 SHS P   2022-01-27
TELADOC HEALTH - 393 SHS P   2022-01-27
US TRSY NOTE 2.125% - 5000 SHS P 2020-06-18 2022-02-03
US TRSY NOTE 2.0% - 5000 SHS P 2015-12-02 2022-02-03
INTERCONTL EXCH GRP - 415 SHS P 2020-11-04 2022-02-15
REGENERON PHARMCTLS - 135 SHS P   2022-02-15
US TRSY NOTE 2.0% - 5000 SHS P 2015-12-02 2022-03-07
US TRSY NOTE 1.75% - 10000 SHS P 2019-03-25 2022-03-07
APPLE 2.85% - 5000 SHS P 2019-01-11 2022-03-07
ECOLAB INC - 294 SHS P 2018-10-12 2022-03-15
FERGUSON PLC - 18 SHS P 2019-07-18 2022-03-28
ITAU UNIBANCO - 314 SHS P 2019-07-18 2022-03-28
ORIX CORP - 16 SHS P   2022-03-28
YAMAHA - 34 SHS P   2022-03-28
US TRSY NOTE 2.75% - 10000 SHS P 2017-05-04 2022-03-28
UNILEVER - 400 SHS P   2022-04-01
UNILEVER - 400 SHS P   2022-04-01
UNILEVER - 400 SHS P   2022-04-01
KERRY GROUP - 550 SHS P   2022-04-04
MICROSOFT 2.7% - 5000 SHS P 2019-11-04 2022-04-04
ATT 4.125% - 5000 SHS P 2018-05-10 2022-05-11
PAYPAL HLDGS - 522 SHS P 2015-10-07 2022-05-18
VANGUARD INTERMED - 3466.915 SHS P 2020-04-01 2022-05-25
MEDTRONIC - 175 SHS P 2017-10-18 2022-05-25
DANAHER - 85 SHS P 2018-07-25 2022-05-25
MERCK - 175 SHS P 2015-03-20 2022-05-25
NOVARTIS CAP 3.0% - 10000 SHS P 2015-11-24 2022-05-25
GENERAL MILL 3.7% - 5000 SHS P 2018-05-09 2022-05-26
UNITED STS BANCORP - 10000 SHS P 2019-05-28 2022-06-01
BANK NOVA SCOTIA 1.95% - 5000 SHS P 2020-03-13 2022-06-08
COHEN & STEERS - 12250 SHS P   2022-06-16
XYLEM - 881 SHS P 2018-06-12 2022-06-16
AIR LIQUIDE - 0.5 SHS P 2020-07-08 2022-06-22
COHEN & STEERS - L-T CAPGAIN DIST P   2022-01-06
JPMORGAN CORE BOND - L-T CAPGAIN DIST P   2021-12-10
BAILLIE GIFFORD DEVD - L-T CAPGAIN DIST P   2021-12-30
VANGUARD INTERMED - L-T CAPGAIN DIST P   2021-12-30
COLCHIS MARLETTE INCOME FUND 10722.03 SHS P 2014-11-25 2021-12-02
COLCHIS MARLETTE INCOME FUND 5314.53074 SHS P 2014-11-25 2021-12-30
COLCHIS MARLETTE INCOME FUND 9676.07289 SHS P 2014-11-25 2022-02-01
COLCHIS MARLETTE INCOME FUND 7817.47963 SHS P 2014-11-25 2022-03-07
COLCHIS MARLETTE INCOME FUND 8742.17919 SHS P 2014-11-25 2022-03-30
COLCHIS MARLETTE INCOME FUND 8751.35739 SHS P 2014-11-25 2022-05-03
COLCHIS MARLETTE INCOME FUND 7649.38105 SHS P 2014-11-25 2022-05-31
COLCHIS MARLETTE INCOME FUND 6837.55442 SHS P 2014-11-25 2021-07-30
COLCHIS MARLETTE INCOME FUND 6345.95366 SHS P 2014-11-25 2021-08-31
COLCHIS MARLETTE INCOME FUND 6090.17604 SHS P 2014-11-25 2021-09-30
COLCHIS MARLETTE INCOME FUND 5824.76656 SHS P 2014-11-25 2021-10-29
(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 15   15 0
b 1,113   1,235 -122
c 1,308   2,060 -752
d 1,773   2,629 -856
e 657   495 162
18   20 -2
1,179   1,275 -96
3,537   3,485 52
3,470   4,324 -854
116   120 -4
4,898   5,120 -222
4,898   5,338 -440
30,047   7,931 22,116
38,538   14,202 24,336
24,202   6,823 17,379
7,708   2,607 5,101
27,480   7,935 19,545
27,480   8,366 19,114
23,103   5,046 18,057
37,948   9,914 28,034
85,336   11,555 73,781
150,000   150,000 0
5,054   5,003 51
10,631   10,012 619
100,000   100,002 -2
5,070   5,004 66
5,042   5,002 40
14,894   8,776 6,118
72,394   7,989 64,405
29,858   6,006 23,852
72,287   16,994 55,293
29,305   9,848 19,457
29,587   10,014 19,573
21,101   14,759 6,342
55,813   10,000 45,813
63,758   15,492 48,266
9,179   4,469 4,710
14,801   8,482 6,319
5,092   2,536 2,556
2,363   1,221 1,142
1,337   363 974
6,028   6,371 -343
1,278   1,078 200
1,249   999 250
4,637   5,179 -542
5,028   5,001 27
10,091   9,936 155
5,067   5,044 23
6,016   6,125 -109
5,113   4,943 170
5,050   4,819 231
5,093   5,101 -8
5,254   5,146 108
2,284   2,444 -160
35,998   7,850 28,148
2,571   561 2,010
25,876   23,553 2,323
25,876   21,940 3,936
25,876   27,382 -1,506
24,264   9,254 15,010
28,650   17,080 11,570
5,062   5,086 -24
5,061   5,000 61
51,999   40,774 11,225
85,032   67,720 17,312
5,044   5,000 44
10,058   9,803 255
5,059   4,958 101
49,391   42,960 6,431
2,448   1,304 1,144
1,765   3,066 -1,301
1,619   1,276 343
1,491   1,637 -146
10,079   10,101 -22
18,588   24,265 -5,677
18,588   22,923 -4,335
18,588   20,117 -1,529
61,466   57,066 4,400
5,009   5,110 -101
5,130   4,940 190
40,261   16,887 23,374
46,709   48,804 -2,095
18,490   13,742 4,748
21,246   8,776 12,470
16,507   9,768 6,739
10,028   9,939 89
5,074   4,984 90
9,537   9,680 -143
4,971   4,939 32
233,958   290,346 -56,388
63,854   62,796 1,058
14   14 0
4,900     4,900
1,459     1,459
4,835     4,835
46     46
12,163   10,722 1,441
6,081   5,315 766
11,148   9,676 1,472
9,034   7,817 1,217
10,133   8,742 1,391
10,155   8,751 1,404
8,885   7,649 1,236
7,604   6,838 766
7,097   6,346 751
6,843   6,090 753
6,589   5,825 764
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       0
b       -122
c       -752
d       -856
e       162
      -2
      -96
      52
      -854
      -4
      -222
      -440
      22,116
      24,336
      17,379
      5,101
      19,545
      19,114
      18,057
      28,034
      73,781
      0
      51
      619
      -2
      66
      40
      6,118
      64,405
      23,852
      55,293
      19,457
      19,573
      6,342
      45,813
      48,266
      4,710
      6,319
      2,556
      1,142
      974
      -343
      200
      250
      -542
      27
      155
      23
      -109
      170
      231
      -8
      108
      -160
      28,148
      2,010
      2,323
      3,936
      -1,506
      15,010
      11,570
      -24
      61
      11,225
      17,312
      44
      255
      101
      6,431
      1,144
      -1,301
      343
      -146
      -22
      -5,677
      -4,335
      -1,529
      4,400
      -101
      190
      23,374
      -2,095
      4,748
      12,470
      6,739
      89
      90
      -143
      32
      -56,388
      1,058
      0
      4,900
      1,459
      4,835
      46
      1,441
      766
      1,472
      1,217
      1,391
      1,404
      1,236
      766
      751
      753
      764
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 2 632,962
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  
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 10,107
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 10,107
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 11,641
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 9,800
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 21,441
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 11,334
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet11,334 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)
    bulletCT
    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 addressbulletFRESHSOUNDFOUNDATION.ORG
    14
    The books are in care ofbulletTYLER LYNCH PC Telephone no.bullet (617) 354-3814

    Located atbullet186 ALEWIFE BROOK PARKWAYCAMBRIDGEMA ZIP+4bullet02138
    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)
     
    No
    (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
     
     
    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
    JOHN F BURT TRUSTEE
    2.00     		0 0 0
    C/O TYLER LYNCH 186 ALEWIFE BROOK
    PKWY
    CAMBRIDGE,MA02138
    S JEFFREY BURT TRUSTEE
    2.00     		0 0 0
    C/O TYLER LYNCH 186 ALEWIFE BROOK
    PKWY
    CAMBRIDGE,MA02138
    LAURIE BURT TRUSTEE
    2.00     		0 0 0
    C/O TYLER LYNCH 186 ALEWIFE BROOK
    PKWY
    CAMBRIDGE,MA02138
    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
    NONE
    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
    11,633,773
    b
    Average of monthly cash balances.......................
    1b
    510,155
    c
    Fair market value of all other assets (see instructions)................
    1c
    446,645
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,590,573
    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
    12,590,573
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    188,859
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    12,401,714
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    620,086
    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
    620,086
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    10,107
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,107
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    609,979
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    609,979
    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
    609,979
    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 7 609,979
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    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...... 148,656
    d From 2019...... 205,702
    e From 2020...... 467,075
    f Total of lines 3a through e ........ 821,433
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 812,354
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 609,979
    e Remaining amount distributed out of corpus 202,375
    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 1,023,808
    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 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 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 ......     		1,023,808
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 148,656
    c Excess from 2019.... 205,702
    d Excess from 2020.... 467,075
    e Excess from 2021.... 202,375
    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).)
    JOHN F BURT
    S JEFFREY BURT
    LAURIE BURT
    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 (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
    ALTERNATIVES TO COMMUNITY AND ENVIRONMENT
    2201 WASHINGTON ST 302
    ROXBURY,MA02119     		N/A NON-PROFIT EDUCATIONAL 5,000
    AMERICAN REPERTORY THEATRE
    64 BRATTLE STREET
    CAMBRIDGE,MA02138     		N/A NON-PROFIT CHARITABLE 40,000
    AMMONOOSUC CONSERVATION TRUST
    297 MAIN STREET UNIT 1 2ND FL
    FRANCONIA,NH03580     		N/A NON-PROFIT CHARITABLE 5,000
    DEER HILL FOUNDATION
    7850 ROAD 41 0180
    MANCOS,CO81328     		N/A NON-PROFIT EDUCATIONAL 5,000
    EMERSON COLLEGE
    120 BOYLSTON STREET STE 414
    BOSTON,MA02116     		N/A NON-PROFIT EDUCATIONAL 50,000
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE STREET
    MONTGOMERY,AL36104     		N/A NON-PROFIT EDUCATIONAL 50,000
    FAIR COUNT INC
    PO BOX 170382
    ATLANTA,GA30317     		N/A NON-PROFIT EDUCATIONAL 50,000
    FOOD CONNECTS
    22 BROWNE COURT 110
    BRATTLEBORO,VT05301     		N/A NON-PROFIT CHARITABLE 40,000
    GENERATION CITIZEN
    745 ATLANTIC AVENUE 2ND FL
    BOSTON,MA02111     		N/A NON-PROFIT EDUCATIONAL 25,000
    GENERATION CITIZEN
    745 ATLANTIC AVENUE 2ND FL
    BOSTON,MA02111     		N/A NON-PROFIT EDUCATIONAL 15,000
    HOME FOR CONTEMPORARY THEATRE & ART LTD
    145 6TH AVENUE
    NEW YORK,NY10013     		N/A NON-PROFIT PROMOTION OF THE ARTS 5,000
    INTERNATIONAL SOCIETY OF PERFORMING ARTS
    630 9TH AVENUE STE 213
    NEW YORK,NY10036     		N/A NON-PROFIT PROMOTION OF THE ARTS 5,000
    INTERNATIONAL SOCIETY OF PERFORMING ARTS
    630 9TH AVENUE STE 213
    NEW YORK,NY10036     		N/A NON-PROFIT PROMOTION OF THE ARTS 5,000
    LAND TRUST ALLIANCE NORTHEAST REGION
    112 SPRING STREET STE 204
    SARASOTA SPRINGS,NY12866     		N/A NON-PROFIT ENVIRONMENTAL 8,000
    LIVING ART INTL FBO CAMBODIAN LIVING ARTS
    228 PARK AVE SOUTH 49331
    NEW YORK,NY10003     		N/A NON-PROFIT PROMOTION OF THE ARTS 50,000
    NEW GEORGIA PROJECT
    830 GLENWOOD AVE SE STE 510-221
    ATLANTA,GA30316     		N/A NON-PROFIT EDUCATIONAL 50,000
    NEW GEORGIA PROJECT
    830 GLENWOOD AVE SE STE 510-221
    ATLANTA,GA30316     		N/A NON-PROFIT EDUCATIONAL 50,000
    PRESIDENT & FELLOWS OF HARVARD COLLEGE
    1033 MASSACHUSETTS AVE 5TH FLR
    CAMBRIDGE,MA02138     		N/A NON-PROFIT EDUCATIONAL 15,000
    RIVER NETWORK
    PO BOX 21387
    BOULDER,CO80308     		N/A NON-PROFIT EDUCATIONAL 25,000
    ROCKEFELLER FAMILY FUND
    475 RIVERSIDE DRIVE SUITE 900
    NEW YORK,NY10115     		N/A NON-PROFIT EDUCATIONAL 75,000
    SAVE THE RIVER
    409 RIVERSIDE DRIVE
    CLAYTON,NY13624     		N/A NON-PROFIT EDUCATIONALEDUCATIONAL 15,000
    THE JAR
    29 FAYETTE ST APT G2
    BOSTON,MA02119     		N/A NON-PROFIT EDUCATIONAL 10,000
    THOUSAND ISLANDS LAND TRUST
    135 JOHN STREET
    CLAYTON,NY13624     		N/A NON-PROFIT CHARITABLE 7,000
    THOUSAND ISLANDS LAND TRUST
    135 JOHN STREET
    CLAYTON,NY13624     		N/A NON-PROFIT CHARITABLE 24,000
    WOMEN ENGAGED
    1530 DEKALB AVE STE A
    ATLANTA,GA30307     		N/A NON-PROFIT PROMOTION OF SOCIAL JUSTICE 40,000
    YELLOW BARN INC
    PO BOX 507
    PUTNEY,VT05346     		N/A NON-PROFIT PROMOTION OF THE ARTS 30,000
    Total .................................bullet 3a 699,000
    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 ...........     		    14 40,675  
    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 ............     		    18 632,962  
    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) .. 0 820,647 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    820,647
    (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
    Schedule B
    (Form 990)
    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
    2021
    Name of the organization
    FRESH SOUND FOUNDATION INC
     
    Employer identification number

    06-1428363
    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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    FRESH SOUND FOUNDATION INC
          		Employer identification number
    06-1428363
    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
    JOHN BURT
    186 ALEWIFE BROOK PKWY STE 200
     
    CAMBRIDGE, MA02138

    		$ 33,649


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    JEFFREY BURT
    186 ALEWIFE BROOK PKWY STE 200
     
    CAMBRIDGE, MA02138

    		$ 33,649


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    LAURIE BURT
    186 ALEWIFE BROOK PKWY STE 200
     
    CAMBRIDGE, MA02138

    		$ 33,649


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    FRESH SOUND FOUNDATION INC
          		Employer identification number

    06-1428363
    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
    		 11.33 COMMON SHARES OF ALPHABET CLASS A $ 33,649 2021-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 11.33 COMMON SHARES OF ALPHABET CLASS A $ 33,649 2021-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 11.33 COMMON SHARES OF ALPHABET CLASS A $ 33,649 2021-11-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    FRESH SOUND FOUNDATION INC
          		Employer identification number

    06-1428363
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 16,243 16,243   0

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 3.75% 11/30/26 5,752 5,032
    ABBVIE INC 3.2% 11/21/29 5,423 4,608
    ALEXANDRA RE EQTIES 4.9% 12/15/30 6,030 4,975
    AMERICAN TOWER CORP 3.125% 1/15/27 5,383 4,648
    AMGEN 2.2% 2/21/27 5,216 4,604
    ANALOG DEVICES 2.95% 4/1/25 104,550 98,044
    ANHEUSER-BUSCH 4.0% 4/13/28 4,967 4,944
    ANTHEM INC 4.101% 3/1/28 5,662 4,956
    AON CORP 2.8% 5/15/30 5,506 4,381
    APPLE INC 2.85% 2/23/23 5,070 5,002
    AT&T 4.35% 3/1/29 5,017 4,933
    BANK MONTREAL MED-TRM 1.5% 10/1/25 4,783 4,722
    BANK NOVA SCOTIA 3.45% 4/11/25 4,971 4,931
    BANK OF AMERICA 1.898% 7/23/31 10,135 8,013
    BOSTON PPTYS LP 2.75% 10/1/26 4,806 4,666
    CALVERT SOCIAL INVT FNDTN 3.0% 3/14/25 9,963 10,629
    CALVERT SOCIAL INVT FNDTN 3.0% 3/15/24 100,014 100,000
    CAPITAL IMPACT PARTNERS INVTG 2.5% 11/15/22 116,330 119,062
    CITIGROUP 2.572% 6/3/31 5,332 4,213
    CITIGROUP 3.668% 7/24/28 4,951 4,727
    COMCAST 3.15% 3/1/26 9,428 9,745
    CVS HEALTH 4.1% 3/25/25 4,981 5,036
    ENBRIDGE INC 4.0% 10/1/23 4,984 5,022
    EQUINIX INC 3.2% 11/18/29 5,295 4,454
    EVERSOURCE ENERGY 1.65% 8/15/30 4,437 3,992
    GOLDMAN SACHS 3.5% 1/23/25 5,316 4,930
    HOME DEPOT 2.95% 6/15/29 5,341 4,676
    INTERNATIONAL FIN CORP 0.5% 5/15/26 99,939 93,937
    JPMORGAN CHASE 2.58% 4/22/32 10,059 8,416
    LOCAL INITITATIVES SUPPORT CORP 0.95% 12/15/25 100,014 92,370
    LOWES 3.1% 5/3/27 4,901 4,769
    MASTERCARD 3.35% 3/26/30 5,783 4,783
    MCCORMICK 2.7% 8/15/22 101,346 99,996
    MICRON TECHNOLOGY 4.185% 107,370 97,737
    MORGAN STANLEY 1.593% 5/4/27 4,936 4,444
    NATURE CONSERVANCY 2.768% 100,014 96,208
    NEXTERA ENERGY 1.875% 1/15/27 4,769 4,516
    NORTHROP GRUMMAN 3.25% 1/15/28 4,830 4,755
    PAYPAL HLDGS 2.4% 10/1/24 100,093 97,584
    PNC FINANCIAL 3.5% 1/23/24 5,251 5,004
    PUBLIC SVC ENTERPRISE 2.875% 6/15/24 4,949 4,897
    SALESFORCE 1.95% 7/15/31 5,041 4,262
    SALESFORCE 3.25% 4/11/23 100,246 100,274
    SEMPRA ENERGY 3.4% 2/1/28 5,452 4,729
    SIMON PPTY GROUP 3.375% 10/1/24 5,406 4,936
    STATE STREET CORP 2.354% 11/1/25 4,999 4,813
    TORONTO DOMINION BANK 0.75% 1/6/26 9,718 8,947
    UNITED PARCEL SERVICE 3.4% 3/15/29 5,367 4,827
    UNITEDHEALTH GROUP 3.75% 7/15/25 5,480 4,998
    VERIZON 1.5% 9/18/30 4,994 4,007
    WALT DISNEY 2.0% 9/1/29 10,161 8,615

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 78,932 162,975
    ACCENTURE PLC IRELAND 105,440 155,484
    ADIDAS SALOMON 9,494 5,316
    ADOBE SYS 103,670 82,364
    AIA GROUP 7,264 7,230
    AIR LIQUIDE 4,168 4,260
    ALIBABA GROUP HLDG 11,524 7,162
    ALPHABET CLASS A 64,289 185,237
    ALPHABET CLASS A 44,088 324,710
    AMAZON 23,864 167,812
    AMPHENOL CORP 45,498 64,380
    ANALOG DEVICES 79,915 168,004
    APPLE 25,818 27,617
    APPLE 70,976 243,498
    APTARGROUP INC 30,123 144,494
    ATLAS COPCO 3,592 4,432
    AUTOMATIC DATA PROCESSING 37,540 131,275
    AXA SA 10,590 9,435
    BARRAT DEVS PLC 6,114 4,241
    BEAM THERAPEUTICS 14,896 8,710
    BIONTECH ADS 5,353 3,280
    BLACKSTONE GROUP INC 62,829 104,732
    BLUEHUB LOAN FUND 2% 6/30/24 225,000 225,000
    BYD CO 1,638 8,692
    CANADIAN NATIONAL RAILWAY 11,828 179,952
    CANADIAN PAC RAILWAY 3,634 5,238
    CAPGEMENI 30,195 29,904
    CARRIER GLOBAL CORP 54,053 71,320
    CEI INC NTS 2% 10/31/24 225,000 225,000
    COMCAST CORP 113,239 104,378
    COSTCO 45,300 143,305
    CRODA INTL 6,585 5,765
    CVS CAREMARK CORP 72,800 171,421
    DANAHER CORP 33,553 82,394
    DANONE 3,769 2,451
    DASSAULT SYS 3,271 3,684
    DEUTSCHE TELEKOM 6,974 8,107
    EAGLE MATERIALS 51,300 42,877
    EISAI CO LTD 5,919 3,486
    FANUC CORPORATION 4,461 4,040
    FERGUSON PLC 5,284 5,132
    FIRST REP BANK SAN FRANCISCO 17,370 72,388
    GALLAGHER ARTHUR J & CO 67,937 90,487
    GARMIN LTD 49,195 63,666
    GRUPO FINANCIERO BANORTE 5,321 5,437
    HALMA 73,929 109,792
    HANG LUNG PPTYS 7,861 6,017
    HDFC BANK 10,017 8,684
    HENKEL AG & CO 4,746 3,205
    HONDA MOTOR 2,835 2,657
    HONEYWELL INTL INC 957 869
    HUMANA INC 39,655 83,785
    IDEXX LABS INC 33,665 46,647
    ILLUMINA INC 24,677 88,493
    INFINEON TECHNOLOGIES 4,774 5,685
    ING GROEP 10,661 9,890
    ITAU UNIBANCO HLDG 8,421 5,686
    JPMORGAN CORE BOND FUND 478,169 455,470
    KLA-TENCOR CORP 47,572 45,628
    KONINKLIJKE 90,594 128,998
    KONINKLUKE PHILIPS 5,491 2,734
    LOREAL EURO 95,877 129,100
    MARKETAXESS HLDGS 15,914 76,803
    MARRIOTT INTL 46,720 44,203
    MASTERCARD 53,281 205,062
    MEDTRONIC 52,692 60,222
    MEDTRONIC 83,452 63,094
    MERCK & CO. 64,858 105,940
    METTLER-TOLEDO INTL 3,270 4,595
    MICROSOFT 58,651 102,732
    MICROSOFT 72,370 283,283
    MITSUBISHI 3,364 3,738
    MSCI INC 11,951 33,384
    NASPERS 8,375 5,482
    NESTLE 6,303 6,983
    NESTLE ADR 32,799 139,686
    NEW YORK TIMES 45,764 50,220
    NEXTERA ENERGY 103,727 164,603
    NIDEC 4,523 4,334
    NIKE 41,195 74,095
    NIPPON TELEG & TELEPHONE 5,544 6,905
    NOVARTIS 5,546 4,987
    NOVO NORDISK 81,711 133,716
    NOVO NORDISK 3,964 8,580
    NOVOZYMES 12,287 125,764
    ORGANON & CO 3,718 4,489
    ORIX 8,160 8,753
    ORSTED 4,381 3,845
    PAYPAL HOLDINGS 43,940 64,602
    PEPSICO 93,220 149,494
    PERUSAHAAN PERSEROAN PERSERO 3,702 3,110
    PING AN INSURANCE GROUP CHINA 11,318 7,191
    PNC FINANCIAL SERVICES 86,801 117,854
    PROLOGIS 63,916 48,237
    RECRUIT HOLDINGS 4,096 2,735
    ROCHE HOLDGS 9,993 11,679
    ROCKWELL AUTOMATION 74,034 143,503
    SAP AE 11,468 7,983
    SCHNEIDER 4,726 6,487
    SCHNEIDER ELECTRIC 73,014 53,114
    SHINHAN FINANCIAL GROUP 3,634 2,713
    SHISEIDO LTD 6,014 4,261
    SK TELECOM LTD 9,011 4,018
    SMITH & NEPHEW 5,001 3,211
    SOCIEDAD QUIMICA Y MINERA CHILE 4,301 7,017
    SOFI TECHNOLOGIES 24,593 13,175
    SONY GROUP CORP 8,097 6,051
    STARBUCKS 36,657 54,313
    SYSCO CORP 70,389 84,710
    T-MOBILE 83,745 87,451
    TAIWAN SEMICONDUCTOR MFG 9,747 16,187
    TARGET CORP 85,694 63,554
    TDK CORP 4,335 5,453
    TENCENT HLDGS 6,850 3,858
    TERADYNE 24,745 17,910
    TOMRA SYSTEMS 25,442 129,432
    TORONTO DOMINION BANK 4,954 5,902
    TRIP COM GROUP 5,700 4,008
    UMICORE GROUP 6,927 4,861
    UNILEVER PLC 11,199 8,799
    UNION PACIFIC 46,898 90,431
    UNITED RENTALS 46,213 44,938
    VALEO ADR 5,929 3,284
    VERIZON COMMUNICATIONS 121,200 129,920
    VERMONT COMMUNITY LOAN FUND 75,000 75,000
    VESTAS WIND SYS 5,719 5,822
    VISA 60,129 127,979
    WASTE MANAGEMENT INC 70,658 126,209
    WEG SA BRAZIL 4,084 3,060
    WEICHAI POWER CO 6,101 4,175
    WORLDLINE SA 6,454 2,577
    XYLEM INC. 44,773 105,543
    YAMAHA CORP 3,710 3,569
    YANDEX 3,701 2,771

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    US Government Securities - End of Year Book Value:

    186,894
    US Government Securities - End of Year Fair Market Value:

    176,984
    State & Local Government Securities - End of Year Book Value:


    100,518
    State & Local Government Securities - End of Year Fair Market Value:


    98,752


    TY 2021 InvestmentsOtherSchedule2
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BAILLIE GIFFORD DEVELPD ALLCAP AT COST 246,334 162,264
    COLCHIS MARLETTE INCOME FUND AT COST 68,741 79,919
    FOUNDERS FIRST CHANGE CATALYST AT COST 200,000 200,000
    INCOME & IMPACT FUND AT COST 14,228 0
    MARLETTE FUNDING AT COST 37,700 65,111
    PGIM SHORT-TERM CORP BOND FUND AT COST 250,000 231,217
    SELF HELP CREDIT CD 0.7% 7/5/22 AT COST 50,014 49,993
    SUN INITIATIVE FINANCING AT COST 50,000 50,000
    SUNWEALTH NOTE POOL 1 AT COST 15,983 19,013

    TY 2021 OtherExpensesSchedule
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 1,822 1,822   0
    PHILANTHROPIC ADVISORY 58,370 0   58,370
    CONSULTING 30,000 0   30,000
    PHILANTHROPIC ADVISORY SERVICES 5,804 0   5,804
    FILING FEES 210 210   0
    WEB DESIGN 1,680 0   1,680
    OFFICE EXPENSE 35,000 0   17,500


    TY 2021 OtherIncreasesSchedule
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Description Amount
    NET ASSET ADJUSTMENT 16,642


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 69,555 69,555   0


    TY 2021 TaxesSchedule
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 5,690 5,690   0