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 01-01-2021 , and ending 12-31-2021
Name of foundation
John C and Eunice B Morrison
Charitable Foundation
Number and street (or P.O. box number if mail is not delivered to street address)D Sorgi Tr 6 Beacon Street
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Boston, MA02108
A Employer identification number

04-3310863
B Telephone number (see instructions)

(617) 742-2150
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$13,168,526J 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 13 13  
4 Dividends and interest from securities... 283,428 283,428  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 938,096
b Gross sales price for all assets on line 6a 4,080,774
7 Capital gain net income (from Part IV, line 2)... 938,096
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 534 534  
12 Total. Add lines 1 through 11........ 1,222,071 1,222,071  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,463 878   585
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,648 9,648   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 113,409 113,284   125
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 124,520 123,810   710
25 Contributions, gifts, grants paid....... 637,500 637,500
26 Total expenses and disbursements. Add lines 24 and 25 762,020 123,810   638,210
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 460,051
b Net investment income (if negative, enter -0-) 1,098,261
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.............      
2 Savings and temporary cash investments......... 410,551 452,687 452,687
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) 1,182,918 Click to see attachment1,510,293 1,581,432
b Investments—corporate stock (attach schedule)....... 4,268,707 Click to see attachment4,495,527 7,017,841
c Investments—corporate bonds (attach schedule)....... 1,802,491 Click to see attachment1,565,630 1,606,776
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,329,576 Click to see attachment2,423,731 2,509,790
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) 9,994,243 10,447,868 13,168,526
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........ 9,994,243 10,447,868
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)..... 9,994,243 10,447,868
30 Total liabilities and net assets/fund balances (see instructions). 9,994,243 10,447,868
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
9,994,243
2
Enter amount from Part I, line 27a .....................
2
460,051
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,454,294
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
6,426
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,447,868
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 UBS - Available upon request P    
b UBS - Available upon request P    
c Capital Gains Dividends P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,447,609   1,306,399 141,210
b 2,623,189   1,836,279 786,910
c 9,976     9,976
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       141,210
b       786,910
c       9,976
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 938,096
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 15,266
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 15,266
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 8,741
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 23,741
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 8,475
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet8,475 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 addressbulletN/A
    14
    The books are in care ofbulletDavid Sorgi Trustee Telephone no.bullet (617) 742-2150

    Located atbullet6 Beacon Street Suite 1010BostonMA ZIP+4bullet021083817
    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
    David Sorgi Trustee
    0.74     		0 0 0
    6 Beacon Street Suite 1010
    Boston,MA02108
    James G Walsh III Trustee
    0.82     		0 0 0
    13 Pells Fishing Road
    Brewster,MA02631
    A Dennis Barbo Trustee
    0.25     		1,463 0 0
    75 Federal Street
    Boston,MA02109
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (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
    12,529,012
    b
    Average of monthly cash balances.......................
    1b
    442,494
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,971,506
    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
    12,971,506
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    194,573
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    12,776,933
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    638,847
    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
    638,847
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    15,266
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,266
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    623,581
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    623,581
    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
    623,581
    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 7 623,581
    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...... 68,610
    b From 2017......  
    c From 2018......  
    d From 2019...... 3,110
    e From 2020......  
    f Total of lines 3a through e ........ 71,720
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 638,210
    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..... 623,581
    e Remaining amount distributed out of corpus 14,629
    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 86,349
    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) ...     		68,610
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		17,739
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019.... 3,110
    d Excess from 2020....  
    e Excess from 2021.... 14,629
    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 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
    A Place to Turn Food Pantry
    99 Hartford Street No 1
    Natick,MA01760     		NONE 501(c)(3) Support 7,500
    Abington Food Pantry
    127 No Main Street
    Abington,MA02351     		NONE 501(c)(3) Supplies 7,500
    Aspire Health Alliance
    500 Victory Road
    Quincy,MA02171     		NONE 501(c)(3) Support 10,000
    Bethke Radiological Center
    133 Old Rd to Nine Acre Corner
    Concord,MA01742     		NONE 501(c)(3) Support and Programs 10,000
    Boston Health Care for Homeless
    780 Albany Street
    Boston,MA02112     		NONE 501(c)(3) Supplies and programs 7,500
    Boston Rescue Mission
    PO Box 120069
    Boston,MA02112     		NONE 501(c)(3) Assistance 7,500
    Boys and Girls' Club of Dorchester
    1135 Dorchester Avenue
    Dorchester,MA02125     		NONE 501(c)(3) Programs 5,000
    Camp Harbor View Fdn Inc
    200 Clarendon Street 60th Fl
    Boston,MA02116     		NONE 501(c)(3) Summer programs 5,000
    Cape Cod Military Support Fdn Inc
    PO Box 651
    Falmouth,MA02541     		NONE 501(c)(3) Support 5,000
    Cardinal Cushing Centers Inc
    405 Washington Street
    Hanover,MA02339     		NONE 501(c)(3) Programs 12,500
    Carroll Center for the Blind
    770 Centre Street
    Newton,MA02458     		NONE 501(c)(3) Support 7,500
    Catholic Charities of Greater Worcester
    10 Hammond Street
    Worcester,MA01610     		NONE 501(c)(3) Support 7,500
    Cape Cod Foundation
    261 Whites Path Unit 2
    So Yarmouth,MA02664     		NONE 501(c)(3) Scholarships 20,000
    City of St Jude
    2048 West Fairview Drive
    Montgomery,AL36119     		NONE 501(c)(3) Support 10,000
    Cor Unum
    191 Salem Street
    Lawrence,MA01843     		NONE 501(c)(3) Programs and support 15,000
    Camp Burgess and Camp Hayward
    75 Stowe Road
    Sandwich,MA02563     		NONE 501(c)(3) Supplies 10,000
    Falmouth Service Center - Otis Air Force Base
    PO Box 208
    Falmouth,MA02541     		NONE 501(c)(3) Food Pantry, Programs 7,500
    Father Bill's Place
    422 Washington Street
    Quincy,MA02169     		NONE 501(c)(3) Supplies 7,500
    First Congregational Meeting House
    PO Box 300186
    Jamaica Plain,MA02130     		NONE 501(c)(3) Programs 7,500
    Friendship Home
    PO Box 675
    Norwell,MA02061     		NONE 501(c)(3) Support 7,500
    Germantown Neighborhood Center Food Pantry
    366 Palmer Street
    Quincy,MA02169     		NONE 501(c)(3) Food pantry and Programs 7,500
    Good Neighbor Energy Fund - co Salvation Army
    147 Berkley Street
    Boston,MA02116     		NONE 501(c)(3) Support 10,000
    Greater Boston Food Bank
    99 Atkinson Street
    Boston,MA02118     		NONE 501(c)(3) Support 20,000
    Growth Through Learning
    875 Massachusetts Ave Ste 31
    Cambridge,MA02139     		NONE 501(c)(3) Equipment and supplies 2,500
    Hingham Food Pantry
    685 Main Street
    Hingham,MA02043     		NONE 501(c)(3) Programs 7,500
    Home for Little Wanderers
    271 Huntington Avenue
    Boston,MA02115     		PUBLIC 501(c)(3) Programs and Support 15,000
    Interfaith Social Services
    105 Adams Street
    Quincy,MA02169     		PUBLIC 501(c)(3) Programs 15,000
    Joslin Summer Camp
    PO Box 356
    NoOxford,MA01537     		PUBLIC 501(c)(3) Summer Camp program 5,000
    Lazarus House Ministries
    PO Box 408
    Lawrence,MA01842     		PUBLIC 501(c)(3) Support 15,000
    Littleton Council on the Elderly
    37 Shattuck Street
    Littleton,MA01460     		NONE 501(c)(3) Supplies 7,500
    Loaves and Fishes
    234 Barnum Road
    Devens,MA01434     		NONE 501(c)(3) Aid to Needy 15,000
    Lowell Open Pantry
    200 Central Street
    Lowell,MA01852     		NONE 501(c)(3) Support 7,500
    Lower Cape Outreach Program
    30 Brewster Cross Roads
    Orleans,MA02653     		NONE 501(c)(3) Programs 17,500
    Marge Crispin Food Pantry Center
    74 Pond Street
    Braintree,MA02184     		NONE 501(c)(3) Food bank 7,500
    Marine Toys for Tots Foundation
    P O Box 1947
    Quantico,VA22134     		NONE 501(c)(3) Programs 5,000
    Metrowest YMCA
    280 Old Connecticut Path
    Framingham,MA01701     		NONE 501(c)(3) Summer camps 5,000
    My Brother's Keeper
    PO Box 338
    Easton,MA02356     		NONE 501(c)(3) Programs 20,000
    NE Shelter for Homeless Veterans
    17 Court Street
    Boston,MA02108     		NONE 501(c)(3) Support and programs 10,000
    Open Door Pantry
    301 Great Road
    Littleton,MA01460     		NONE 501(c)(3) Supplies and Support 7,500
    Camp Coniston
    PO Box 185
    Grantham,NH03753     		NONE 501(c)(3) Supplies 5,000
    Pastor's Benevolent Fund
    1 Satucket Road
    Brewster,MA02631     		NONE 501(c)(3) Programs 5,000
    Pine Street Inn
    444 Harrison Avenue
    Boston,MA02118     		NONE 501(c)(3) Support 15,000
    Project Bread
    145 Border Street
    East Boston,MA02128     		NONE 501(c)(3) Support 15,000
    Central PA Food Bank
    3908 Corey Road
    Harrisburg,PA17109     		NONE 501(c)(3) Supplies 12,500
    Robert Radke Memorial Fund and Scholarship co Cape Cod Fdn
    261 Whites Path Ste 2
    S Yarmouth,MA02664     		NONE 501(c)(3) Scholarships 5,000
    Ronald McDonald House Charities of Eastern NE
    250 1st Street
    Charlestown,MA02129     		NONE 501(c)(3) Support and supplies 10,000
    Rosie's Place
    869 Harrison Avenue
    Boston,MA02118     		NONE 501(c)(3) Support 15,000
    Salvation Army
    147 Berkley Street
    Boston,MA02116     		NONE 501(c)(3) Support 15,000
    Saint Rock Haiti Foundation
    372 Granite Avenue 1
    Milton,MA02186     		NONE 501(c)(3) Support 5,000
    South Shore YMCA
    79 Coddington Street
    Quincy,MA02169     		NONE 501(c)(3) Support for summer camps 5,000
    St Anne's Food Pantry
    75 King Street
    Littleton,MA01460     		NONE 501(c)(3) Food Pantry 2,500
    St Anne's SVDP
    75 King Street
    Littleton,MA01460     		NONE 501(c)(3) Support, supplies 7,500
    St Catherine's Food Pantry
    107 North Main Street
    Westford,MA01886     		NONE 501(c)(3) Supplies and support 7,500
    St Gregory's of Sinai Monastery
    8252 Harrington Flat Road
    Kelseyville,CA95451     		NONE 501(c)(3) Support 5,000
    St John the Baptist Food Pantry
    44 School Street
    Quincy,MA02169     		NONE 501(c)(3) Support, Supplies 7,500
    St Joseph's Food Pantry
    556 Washington Street
    Quincy,MA02169     		NONE 501(c)(3) Food Pantry 7,500
    Stephen Stiller Tunnel to Towers Foundation
    2361 Hylan Blvd
    Staten Island,NY10306     		NONE 501(c)(3) Support 10,000
    Plugged In Music
    40 Freeman Place
    Needham,MA02492     		NONE 501(c)(3) Programs 5,000
    Susan G Komen Breast Cancer Fund
    PO Box 224523
    Dallas,TX752224523     		NONE 501(c)(3) Support 5,000
    The Friends of Cameron Senior Center
    55 Main Street
    Westford,MA01886     		NONE 501(c)(3) Programs 5,000
    Thomas Crane Public Library Foundation
    40 Washington Street
    Quincy,MA02169     		NONE 501(c)(3) Support 7,500
    MEDA Inc
    288 Walnut Street Ste 103
    Newton,MA02460     		NONE 501(c)(3) Programs 5,000
    Manet Community Health Centre
    110 W Squantum Street
    North Quincy,MA02171     		NONE 501(c)(3) Supplies 10,000
    Women's Lunch Place
    P O Box 170900
    Boston,MA02117     		NONE 501(c)(3) Programs 7,500
    Wonderfund Inc (formerly DCF Kids Fund Inc)
    24 Farnsworth Street
    Boston,MA02210     		NONE 501(c)(3) Programs 5,000
    Year Up
    45 Milk Street 9th Floor
    Boston,MA02108     		NONE 501(c)(3) Programs 5,000
    ALS Association DCMDVA Chapter
    30 W Gude Drove
    Rockville,MD20850     		NONE 501(c)(3) Research 5,000
    Boston Home Inc
    2049 Dorchester Avenue
    Dorchester,MA02124     		NONE 501(c)(3) Support 7,500
    Brantwood Camp
    PO Box 3350
    Peterborough,NH03458     		NONE 501(c)(3) Supplies 2,500
    Greater Boston Catholic Charities- Sunset Pt Camp
    275 West Broadway
    Boston,MA02127     		NONE 501(c)(3) Supplies 5,000
    Food for the Poor
    6401 Lyons Road
    Coconut Creek,FL33073     		NONE 501(c)(3) Supplies 15,000
    Camp Fatima
    PO Box 206
    Gilman Iron Works,NH03837     		NONE 501(c)(3) Programs and supplies 10,000
    Family Pantry of Cape Cod
    133 Queen Anne Road
    Harwich,MA02645     		NONE 501(c)(3) Support 5,000
    Total .................................bullet 3a 637,500
    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 ...........     		        13
    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 ............     		        938,096
    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 0 1,222,071
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,222,071
    (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.)
    4 Funds are invested in stocks and bonds to obtain income to
    4 be able to pay out the required amount to be distributed and to
    4 preserve the trust principal.
    8 In the event the income earned does not cover the amount of gifts to
    8 made, investments are sold to provide funds tocover the gifts for the
    8 current year.
    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 InvestmentsCorpBondsSchedule
    Name:
    John C and Eunice B Morrison
     
    Charitable Foundation
    EIN:
    04-3310863
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FHLMC & FNMA 416,258 423,339
    Corporate Bonds 1,149,372 1,183,437

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    John C and Eunice B Morrison
     
    Charitable Foundation
    EIN:
    04-3310863
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Stocks 4,495,527 7,017,841

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    John C and Eunice B Morrison
     
    Charitable Foundation
    EIN:
    04-3310863
    US Government Securities - End of Year Book Value:

    1,510,293
    US Government Securities - End of Year Fair Market Value:

    1,581,432
    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:
    John C and Eunice B Morrison
     
    Charitable Foundation
    EIN:
    04-3310863
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Mutual Funds AT COST 2,423,731 2,509,790

    TY 2021 OtherDecreasesSchedule
    Name:
    John C and Eunice B Morrison
     
    Charitable Foundation
    EIN:
    04-3310863
    Description Amount
    IRS payments made in 2021 2,000
    Timing differences 4,426


    TY 2021 OtherExpensesSchedule
    Name:
    John C and Eunice B Morrison
     
    Charitable Foundation
    EIN:
    04-3310863
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    UBS - Investment advisory fees 92,362 92,362   0
    Insurance premium 1,895 1,895   0
    UBS - Other Investment Expenses 3,634 3,634   0
    Bond Premiums 15,381 15,381   0
    Filing fee 125 0   125
    Bank Charges 12 12   0


    TY 2021 OtherIncomeSchedule2
    Name:
    John C and Eunice B Morrison
     
    Charitable Foundation
    EIN:
    04-3310863
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    UBS - PW A1410 - OTHER 78 78 78
    UBS - PW A1411 - OTHER 163 163 163
    UBS - PW A1413 - OTHER 293 293 293


    TY 2021 TaxesSchedule
    Name:
    John C and Eunice B Morrison
     
    Charitable Foundation
    EIN:
    04-3310863
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Taxes Paid 9,648 9,648   0