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
THE QUAKER HILL FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
North Andover, MA01845
A Employer identification number

27-3801257
B Telephone number (see instructions)

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$4,960,351J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 89,433 89,433  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 389,451
b Gross sales price for all assets on line 6a 897,812
7 Capital gain net income (from Part IV, line 2)... 389,451
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 1,500    
12 Total. Add lines 1 through 11........ 480,384 478,884  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,000      
c Other professional fees (attach schedule).... Click to see attachment 25,845 25,845    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,176 1,943    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 32     32
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 8,198      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 49,251 27,788   32
25 Contributions, gifts, grants paid....... 273,542 273,542
26 Total expenses and disbursements. Add lines 24 and 25 322,793 27,788   273,574
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 157,591
b Net investment income (if negative, enter -0-) 451,096
c Adjusted net income (if negative, enter -0-)... 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......... 373,887 248,731 248,731
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,251,413 Click to see attachment2,251,887 3,978,072
c Investments—corporate bonds (attach schedule)....... 450,878 Click to see attachment733,151 733,548
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 3,076,178 3,233,769 4,960,351
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........... 3,076,178 3,233,769
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)..... 3,076,178 3,233,769
30 Total liabilities and net assets/fund balances (see instructions). 3,076,178 3,233,769
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,076,178
2
Enter amount from Part I, line 27a .....................
2
157,591
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,233,769
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,233,769
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 PUBLICLY TRADED SECURITIES P 2020-01-01 2021-12-31
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 897,812   508,361 389,451
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       389,451
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 389,451
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 6,270
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 6,270
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 5,786
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,786
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 484
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletNJ
    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 addressbullet  
    14
    The books are in care ofbulletELIZABETH DUCOT Telephone no.bullet (978) 688-7211

    Located atbulletPO BOX 111North AndoverMA ZIP+4bullet01845
    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
    ELIZABETH DUCOT TREASURER
    1.00     		0 0 0
    PO BOX 111
    North Andover,MA01845
    LEA MILLER TRUSTEE
    1.00     		0 0 0
    PO BOX 111
    North Andover,MA01845
    HELEN STEVENS SECRETARY
    1.00     		0 0 0
    PO BOX 111
    North Andover,MA01845
    MARY STEVENS TRUSTEE
    1.00     		0 0 0
    PO BOX 111
    North Andover,MA01845
    SARA WILCOX TRUSTEE
    1.00     		0 0 0
    PO BOX 111
    North Andover,MA01845
    OLIVER GOTTFRIED TRUSTEE
    1.00     		0 0 0
    PO BOX 111
    North Andover,MA01845
    ALBERT SHELDON CHAIRMAN
    1.00     		0 0 0
    PO BOX 111
    North Andover,MA01845
    AMES SHELDON TRUSTEE
    1.00     		0 0 0
    PO BOX 111
    North Andover,MA01845
    PHEBE MINER TRUSTEE
    1.00     		0 0 0
    PO BOX 111
    North Andover,MA01845
    KAYA BULBUL TRUSTEE
    1.00     		0 0 0
    PO BOX 111
    North Andover,MA01845
    NOAH STEVENS TRUSTEE
    1.00     		0 0 0
    PO BOX 111
    North Andover,MA01845
    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.............bullet  
    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.........................bullet  
    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
    4,545,675
    b
    Average of monthly cash balances.......................
    1b
    309,543
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,855,218
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,855,218
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    72,828
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    4,782,390
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    239,120
    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
    239,120
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    6,270
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,270
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    232,850
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    232,850
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    232,850
    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 7 232,850
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 37,321
    b From 2017...... 34,043
    c From 2018...... 20,018
    d From 2019...... 26,505
    e From 2020...... 82,681
    f Total of lines 3a through e ........ 200,568
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 273,574
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 232,850
    e Remaining amount distributed out of corpus 40,724
    5 Excess distributions carryover applied to 2021.    
    (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 5 241,292
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    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) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		37,321
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		203,971
    10 Analysis of line 9:
    a Excess from 2017.... 34,043
    b Excess from 2018.... 20,018
    c Excess from 2019.... 26,505
    d Excess from 2020.... 82,681
    e Excess from 2021.... 40,724
    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
    THE CHAPIN SCHOOL
    100 EAST END AVENUE
    New York,NY10028     		UNRELATED PC ANNUAL GIVING 200
    THE CHURCH OF THE EPIPHANY
    1317 G STREET NW
    Washington,DC20005     		UNRELATED PC REPAIR HVAC SYSTEM AND GENERAL SUPPORT 30,550
    ASPCA
    424 EAST 92ND ST
    New York,NY10128     		UNRELATED PC GENERAL SUPPORT 50
    ACE MENTOR GREATER BOSTON
    1 PLEASURE ISLAND RD STE 2A
    Wakefield,MA01880     		UNRELATED PC GENERAL SUPPORT 1,000
    AGRARIAN TRUST
    22 BOXTON SCHOOL ROAD
    Weare,NH03281     		UNRELATED PC GREENHORNS PEMBROKE CLEAN WATER PROJECT 100
    AMIGOS OF COSTA RICA
    PO BOX 748
    West Chester,PA19380     		UNRELATED PC MONTEVERDE COMMUNITY FUND 3,300
    ANCHOR POINT FOOD PANTRY
    PO BOX 266
    Anchor Point,AK99556     		UNRELATED PC GENERAL SUPPORT 100
    ANIMAL HUMANE SOCIETY
    845 MEADOW LANE
    NORTH GOLDEN VALLEY,MN55422     		UNRELATED PC GENERAL SUPPORT 50
    ASCENSION HOLY TRINITY EPISCOPAL
    334 BURNS AVENUE
    Cincinnati,OH45215     		UNRELATED PC GENERAL SUPPORT 1,350
    BALLARD FOOD BANK
    5130 LEAR AVENUE NW
    Seattle,WA98107     		UNRELATED PC GENERAL SUPPORT 2,500
    BEACON INTERFAITH HOUSING COLLABOR
    2610 UNIVERSITY AVENUE WEST STE 100
    Saint Paul,MN55114     		UNRELATED PC GENERAL SUPPORT 1,000
    BISHOP KENNY HIGH SCHOOL
    1055 KINGMAN AVENUE
    Jacksonville,FL32207     		UNRELATED PC GENERAL SUPPORT 50
    THE BLAKE SCHOOL
    511 KENWOOD PARKWAY
    Minneapolis,MN55403     		UNRELATED PC LEARNING WORKS SUPPORT 100
    BLESSED STEPHEN BELLESINI ACADEMY
    94 BRADFORD ST
    Lawrence,MA01840     		UNRELATED PC GENERAL SUPPORT 500
    BOOK EM READING IS FUNDAMENTAL
    161 RAINS AVENUE
    Nashville,TN37203     		UNRELATED PC GENERAL SUPPORT 50
    BOUNTIFIELD INTERNATIONAL
    729 N WASHINGTON AVE STE 600
    Minneapolis,MN55401     		UNRELATED PC SHE FEEDS AFRICA CAMPAIGN AND GENERAL SUPPORT 3,950
    BRAIN AND BEHAVIOR RESEARCH FNDN
    747 THIRD AVE FLR 33
    New York,NY10017     		UNRELATED PC GENERAL SUPPORT 500
    BRYN MAWR COLLEGE
    101 NORTH MARION AVE
    Bryn Mawr,PA19010     		UNRELATED PC GENERAL SUPPORT 5,100
    BUCKINGHAM FRIENDS SCHOOL
    PO BOX 159
    Lahaska,PA18931     		UNRELATED PC GENERAL SUPPORT 200
    C10 RESEARCH AND EDUCATION FNDN
    11 CHESTNUT ST
    Amesbury,MA01913     		UNRELATED PC EQUIPMENT TO ENHANCE CITIZENS RADIOLOGICAL 13,000
    CENTER FOR ALASKAN COASTAL STUDIES
    708 SMOKY BAY WAY
    Homer,AK99603     		UNRELATED PC GENERAL SUPPORT 100
    CHILD HAVEN
    316 BROADWAY
    Seattle,WA98122     		UNRELATED PC GENERAL SUPPORT 3,000
    CHILDRENS HEALTH DEFENSE
    1227 N PEACHTREE PARKWAY STE 202
    Peachtree City,GA30269     		UNRELATED PC GENERAL SUPPORT 100
    CHRIST CHURCH CATHEDRAL
    900 BROADWAY
    Nashville,TN37203     		UNRELATED PC CAPITAL CAMPAIGN AND GENERAL SUPPORT 7,244
    CITIZENS CLIMATE EDUCATION
    1330 ORANGE AVE STE 309
    Coronado,CA92118     		UNRELATED PC GENERAL SUPPORT 250
    CLOUD FOREST SCHOOL
    PO BOX 3223
    Sewanee,TN37375     		UNRELATED PC GENERAL SUPPORT 250
    COMMUNITY GIVING TREE
    PO BOX 508
    West Boxford,MA01885     		UNRELATED PC GENERAL SUPPORT 350
    COMO FRIENDS
    1225 ESTABROOK DRIVE
    Saint Paul,MN55103     		UNRELATED PC GENERAL SUPPORT 100
    DALEKO ARTS
    110 MAIN STREET E
    New Prague,MN56071     		UNRELATED PC GENERAL SUPPORT 50
    DOCTORS WITHOUT BORDERS
    40 RECTOR ST 16TH FLR
    New York,NY10006     		UNRELATED PC GENERAL SUPPORT 100
    DUKE UNIVERSITY
    PO BOX 90581
    Durham,NC27708     		UNRELATED PC DUKE CHAPEL ANNUAL FUND 150
    ECCF GREATER LAWRENCE SUMMER FUND
    175 ANDOVER STREET STE 101
    Danvers,MA01923     		UNRELATED PC SUMMER 2021 PROGRAMMING 13,350
    ENDICOTT COLLEGE
    376 HALE ST
    Beverly,MA01915     		UNRELATED PC NURSING SCHOLARSHIP 5,000
    ENGLISH SANGHA TRUST
    ST MARGARETS GREAT GADDESDEN
    HEMEL,HEMPSTEADHP1 3BZ
    UK     		UNRELATED PC AMARAVATI BUDDHIST MONASTARY 60
    ENVIRONMENTAL DEFENSE FUND
    PO BOX 98051
    Washington,DC20077     		UNRELATED PC GENERAL SUPPORT 50
    ESSEX COUNTY GREENBELT ASSOC
    82 EASTERN AVE
    Essex,MA01929     		UNRELATED PC GENERAL SUPPORT 300
    ESTHER HOMES
    PO BOX 40296
    Saint Paul,MN55104     		UNRELATED PC GENERAL SUPPORT 100
    EVERYDAY MIRACLES
    1211 JACKSON ST
    Minneapolis,MN55413     		UNRELATED PC GENERAL SUPPORT 1,100
    EXPECT MIRACLES FOUNDATION
    89 SOUTH STREET STE 701
    Boston,MA02111     		UNRELATED PC GENERAL SUPPORT 212
    FAIR SCHOOL CRYSTAL PTO
    3915 ADAIR AVE
    NORTH CRYSTAL,MN55422     		UNRELATED PC GENERAL SUPPORT 75
    FAIRFAX CASA
    4103 CHAIN BRIDGE RD STE 200
    Fairfax,VA22030     		UNRELATED PC GENERAL SUPPORT 50
    FAMILY ENHANCEMENT CENTER
    4826 CHICAGO AVE STE 105
    Minneapolis,MN55417     		UNRELATED PC GENERAL SUPPORT 100
    FARM AND WILDERNESS FOUNDATION
    263 FARM AND WILDERNESS RD
    Plymouth,VT05056     		UNRELATED PC GENERAL SUPPORT 300
    FELLOWSHIP CHURCH
    1002 SAYBROOK RD
    Middletown,CT06457     		UNRELATED PC GENERAL SUPPORT 840
    FOUNDATION DARIO
    PO BOX 1192
    Groton,MA01450     		UNRELATED PC GENERAL SUPPORT 500
    FOUNDATION FOR ESSENTIAL NEEDS
    701 NORTH 3RD STREET STE 203
    Minneapolis,MN55401     		UNRELATED PC GENERAL SUPPORT 1,000
    FNDN FOR NATIONAL INST OF HEALTH
    9650 ROCKVILLE PIKE
    Bethesda,MD20814     		UNRELATED PC DEAN ONEILL RENAL CANCER RESEARCH FUND 50
    FRIENDS OF KACHEMAK BAY STATE PARK
    95 STERLING HWY STE 2
    Homer,AK99603     		UNRELATED PC GENERAL SUPPORT 100
    GIVING VOICE CHORUS
    7810 EAST BUSH LAKE DR STE 120
    Minneapolis,MN55439     		UNRELATED PC GENERAL SUPPORT 125
    GIVING VOICE INITIATIVE
    7801 EAST BUSH LAKE ROAD STE 120
    Minneapolis,MN55439     		UNRELATED PC GENERAL SUPPORT 2,000
    GLOBAL HUNGER PROJECT
    110 WEST 30TH STREET 6TH FLR
    New York,NY10001     		UNRELATED PC GENERAL SUPPORT 1,059
    GOVERNORS ACADEMY
    1 ELM ST
    Byfield,MA01922     		UNRELATED PC ELAINE WHITE ENDOWED FUND FOR FACULTY INNOVATION 3,500
    GRACE CHURCH BROOKLYN HEIGHTS
    254 HICKS ST
    Brooklyn,NY11201     		UNRELATED PC GENERAL SUPPORT 225
    GREATER MINNEAPOLIS CRISIS NURSERY
    4544 FOURTH AVE
    Minneapolis,MN55419     		UNRELATED PC GENERAL SUPPORT 100
    GUTTMACHER INSTITUTE
    125 MAIDEN LANE 7TH FLR
    New York,NY10038     		UNRELATED PC GENERAL SUPPORT 750
    HALLIE Q BROWN COMMUNITY CENTER
    270 NORTH KENT ST
    Saint Paul,MN55102     		UNRELATED PC GENERAL FOOD SHELF DONATIONS CAMPAIGN 150
    HENNEPIN HISTORY MUSEUM
    2303 THIRD AVE
    Minneapolis,MN55404     		UNRELATED PC GENERAL SUPPORT 75
    HIMALAYAN CATARACT PROJECT
    PO BOX 55
    Waterbury,VT05676     		UNRELATED PC GENERAL SUPPORT 250
    HIRAM COLLEGE
    PO BOX 67
    Hiram,OH44234     		UNRELATED PC GENERAL SUPPORT AND KELKER MATHEMATICS ANNUAL AWD 7,500
    HOME SOIL AND WATER CONSERV DISTRIC
    432 E PIONEER AVE STE C
    Homer,AK99603     		UNRELATED PC GENERAL SUPPORT 100
    HOUSE OF HOPE PRESBYTERIAN CHURCH
    797 SUMMIT AVE
    Saint Paul,MN55105     		UNRELATED PC GENERAL SUPPORT 515
    HURRICANE ISLAND OUTWARD BOUND
    PO BOX 800
    Camden,ME04843     		UNRELATED PC GENERAL SUPPORT 250
    HURRICANE ISL OUTWARD BOUND SCHOOL
    PO BOX 800
    Camden,ME04843     		UNRELATED PC GENERAL SUPPORT 29,350
    INST FOR THE DEVEL OF HUMAN ARTS
    520 EIGTH AVE 20TH FLR
    New York,NY10018     		UNRELATED PC FALL 2021 CLASS SERIES 20,500
    KACHEMAK SKI CLUB
    PO BOX 3705
    Homer,AK99603     		UNRELATED PC GENERAL SUPPORT 1,000
    KCTS
    401 MERCER ST
    Seattle,WA98109     		UNRELATED PC GENERAL SUPPORT 750
    KFAI FRESH AIR INC
    1808 RIVERSIDE AVE
    Saint Paul,MN55120     		UNRELATED PC SUMMER DRIVE 2021 SUPPORT 50
    KOL HANESHAMA
    PO BOX 21655
    Sarasota,FL34276     		UNRELATED PC ANTHONY SPITZER DREAM FUND 52
    KTIS
    PO BOX 130517
    Saint Paul,MN55113     		UNRELATED PC GENERAL SUPPORT 2,500
    KUOW
    PO BOX 84148
    Seattle,WA98124     		UNRELATED PC GENERAL SUPPORT 750
    LAFAYETTE COLLEGE
    PO BOX 3000
    Easton,PA18042     		UNRELATED PC CLASS OF 1973 SCHOLARSHIP FUND 2,500
    LAKEVIEW HEALTH FOUNDATION
    927 CHURCHILL ST
    Stillwater,MN55082     		UNRELATED PC CANCER CARE PROGRAM FUND 100
    THE LAWRENCEVILLE SCHOOL
    PO BOX 6125
    Lawrence Township,NJ08648     		UNRELATED PC GENERAL SUPPORT 200
    LITERACY COUNCIL OF NORTHERN VA
    2855 ANNANDALE RD
    Falls Church,VA22042     		UNRELATED PC GENERAL SUPPORT 500
    LYRIC ARTS CO OF ANOKA
    420 EAST MAIN ST
    Anoka,MN55303     		UNRELATED PC GENERAL SUPPORT 50
    MARSHALL ROAD ELEMENTARY SCHOOL
    730 MARSHALL RD
    Vienna,VA22180     		UNRELATED PC GENERAL SUPPORT 150
    MASSACHUSETTS AUDUBON SOCIETY
    208 SOUTH GREAT ROAD
    Lincoln,MA01773     		UNRELATED PC FUND FOR NATURE 100
    MINNEAPOLIS ARBORETUM FOUNDATION
    PO BOX 860083
    Minneapolis,MN55486     		UNRELATED PC GENERAL SUPPORT 100
    MINNESOTA HISTORICAL SOCIETY
    345 KELLOGG BLVD
    Saint Paul,MN55102     		UNRELATED PC GENERAL SUPPORT 125
    MINNESOTA LAND TRUST
    2356 UNIVERSITY AVE
    Saint Paul,MN55114     		UNRELATED PC GENERAL SUPPORT 50
    MINNESOTA PUBLIC RADIO
    45 EAST 7TH ST
    Saint Paul,MN55101     		UNRELATED PC GENERAL SUPPORT 1,300
    MN ADOPT
    2446 UNIVERSITY AVE WEST 104
    Saint Paul,MN55114     		UNRELATED PC GENERAL SUPPORT 50
    MONTEVERDE FRIENDS SCHOOL
    PO BOX 1308
    Greenfield,MA01302     		UNRELATED PC GENERAL SUPPORT 1,500
    MOUNT HOLYOKE COLLEGE
    50 COLLEGE ST
    South Hadley,MA01075     		UNRELATED PC MARCH4MHC CONTRIBUTION 300
    NRDC
    PO BOX 1587
    Merrifield,VA22116     		UNRELATED PC GENERAL SUPPORT 50
    NACAC
    970 RAYMNED AVE STE 106
    Saint Paul,MN55114     		UNRELATED PC GENERAL SUPPORT 50
    NAMI SEATTLE
    802 NW 70TH ST
    Seattle,WA98177     		UNRELATED PC GENERAL SUPPORT 5,350
    NAMI WASHINGTON
    1107 NE 45TH ST
    Seattle,WA98105     		UNRELATED PC GENERAL SUPPORT 250
    NASHVILLE RESCUE MISSION
    PO BOX 333229
    Nashville,TN37203     		UNRELATED PC GENERAL SUPPORT 300
    NASHVILLE TOOLS FOR SCHOOLS
    PO BOX 158480
    Nashville,TN37215     		UNRELATED PC GENERAL SUPPORT 200
    NATICK SERVICE COUNCIL
    9 WEBSTER ST
    Natick,MA01760     		UNRELATED PC GENERAL SUPPORT 766
    NATIONAL PARK FOUNDATION
    PO BOX 17394
    Baltimore,MD21298     		UNRELATED PC GENERAL SUPPORT 50
    NATIONAL WILDLIFE FEDERATION
    PO BOX 1691
    Merrifield,VA22116     		UNRELATED PC GENERAL SUPPORT 50
    NATL CTR FOR COMPETENCY BASED LRNG
    587 BAY RD
    Durham,NH03824     		UNRELATED PC GENERAL SUPPORT 14,000
    NATURE CONSERVANCY
    4245 N FAIRFAX DR STE 100
    Arlington,VA22203     		UNRELATED PC GENERAL SUPPORT 50
    NORMANDALE ELEMENTARY PTO
    5701 NORMANDALE RD
    Minneapolis,MN55424     		UNRELATED PC GENERAL SUPPORT 100
    NORTHWEST OUTWARD BOUND SCHOOL
    31520 EAST WOODARD RD
    Troutdale,OR97060     		UNRELATED PC RESILIENCE FUND 5,000
    NPR
    1111 NORTH CAPITAL ST
    Washington,DC20022     		UNRELATED PC GENERAL SUPPORT 750
    THE OPEN DOOR
    28 EMERSON AVE
    Gloucester,MA01930     		UNRELATED PC GENERAL SUPPORT 1,103
    OUR SAVIORS LUTHERAN CHURCH
    1207 PRAIRIE AVE
    Faribault,MN55021     		UNRELATED PC GENERAL SUPPORT 2,500
    OUTWARD BOUND USA
    910 JACKSON ST STE 140
    Golden,CO80401     		UNRELATED PC SCHOLARSHIP SUPPORT 250
    OXFAM AMERICA
    226 CAUSEWAY ST 5TH FLR
    Boston,MA02114     		UNRELATED PC GENERAL SUPPORT 550
    PBS
    2011 CRYSTAL DR 3RD FLR
    Arlington,VA22202     		UNRELATED PC GENERAL SUPPORT 750
    PHYSICIANS FOR SOCIAL RESPONSIBIL
    PO BOX 98035
    Washington,DC20077     		UNRELATED PC GENERAL SUPPORT 150
    PIKE SCHOOL
    34 SUNSET ROCK ROAD
    Andover,MA01810     		UNRELATED PC GENERAL SUPPORT 250
    PLANNED PARENTHOOD LEAGUE OF MA
    1055 COMMONWEALTH AVE
    Boston,MA02215     		UNRELATED PC GENERAL SUPPORT 195
    PLANNED PARENTHOOD
    671 VANDALIA ST
    Saint Paul,MN55114     		UNRELATED PC GENERAL SUPPORT 250
    PLANNED PARENTHOOD FED OF AMERICA
    PO BOX 97166
    Washington,DC20077     		UNRELATED PC GENERAL SUPPORT 1,000
    PLANNED PARENTHOOD OF N CENTRAL ST
    PO BOX 856708
    Minneapolis,MN55485     		UNRELATED PC GENERAL SUPPORT 1,445
    PLANNED PARENTHOOD OF N NEW ENGLAND
    PO BOX 97166
    Washington,DC20090     		UNRELATED PC GENERAL SUPPORT 1,000
    PLYMOUTH PARENT ASSOCIATION
    10011 36TH AVE
    Minneapolis,MN55441     		UNRELATED PC GENERAL SUPPORT 75
    PROOF ALLIANCE
    1867 WEST MINNEHAHA AVE
    Saint Paul,MN55104     		UNRELATED PC GENERAL SUPPORT 50
    PROP
    14700 MARTIN DR
    Eden Prairie,MN55344     		UNRELATED PC GENERAL SUPPORT 100
    PROP SHOP
    15195 MARTIN DR
    Eden Prairie,MN55344     		UNRELATED PC GENERAL SUPPORT 100
    RAIN TAXI
    PO BOX 3840
    Minneapolis,MN55403     		UNRELATED PC GENERAL SUPPORT 50
    REVE KANDALE FOUNDATION
    9701 CEDAR LANE
    Bethesda,MD20814     		UNRELATED PC GENERAL SUPPORT 52
    SCHOOL GARDEN PROJECT OF LANE CTY
    PO BOX 30072
    Eugene,OR97403     		UNRELATED PC GENERAL SUPPORT 1,000
    SCHOOL YEAR ABROAD
    439 S UNION ST NO 404
    Lawrence,MA01843     		UNRELATED PC GENERAL SUPPORT 2,500
    SEATTLE OPERA
    363 MERCER ST
    Seattle,WA98109     		UNRELATED PC GENERAL SUPPORT 286
    SECOND HARVEST HEARTLAND
    1140 GERVAIS AVE
    Saint Paul,MN55109     		UNRELATED PC GENERAL SUPPORT 560
    SESAME WORKSHOP
    1900 BROADWAY
    New York,NY10023     		UNRELATED PC GENERAL SUPPORT 50
    SEVA FOUNDATION
    1786 FIFTH ST
    Berkeley,CA94710     		UNRELATED PC GENERAL SUPPORT 100
    SHATTUCK ST MARYS SCHOOL
    PO BOX 218
    Faribault,MN55021     		UNRELATED PC GENERAL SUPPORT 2,500
    SIMPSON HOUSING SERVICES
    2100 PILLSBURY AVE
    Minneapolis,MN55404     		UNRELATED PC GENERAL SUPPORT 50
    SOLID GROUND
    1501 NORTH 45TH ST
    Seattle,WA98103     		UNRELATED PC GENERAL SUPPORT 1,000
    SPORTS AROUND THE WORLD
    43 SALSOMAGGIORE TERME
    PR,PR43039
    IT     		UNRELATED PC GENERAL SUPPORT 1,000
    SQUAM LAKES ASSOC
    PO BOX 204
    Holderness,NH03245     		UNRELATED PC GENERAL SUPPORT 250
    ST JAMES EPISCOPAL CHURCH GROVELAND
    119 WASHINGTON ST
    Groveland,MA01834     		UNRELATED PC GENERAL SUPPORT 1,700
    ST JOHNS EPISCOPAL CHURCH
    48 MIDDLE ST
    Gloucester,MA01930     		UNRELATED PC GENERAL SUPPORT 150
    ST JOHNS OF LATTINGTOWN EPIS CHURCH
    325 LATTINGTOWN RD
    Locust Valley,NY11560     		UNRELATED PC GENERAL SUPPORT 1,000
    ST LUKES COMMUNITY HOUSE
    5601 NY AVE
    Nashville,TN37209     		UNRELATED PC GENERAL SUPPORT 300
    SURGICAL EYE EXPEDITIONS INT
    175 CREMONA DR STE 100
    SANTA BARBARA,CA93117     		UNRELATED PC GENERAL SUPPORT 100
    SWARTHMORE COLLEGE
    500 COLLEGE AVE
    Swarthmore,PA19081     		UNRELATED PC WILKERSON MEMORIAL AND THE SWARTHMORE FUND 500
    TENNESSEE YOUTH COURTS
    PO BOX 5505
    Maryville,TN37802     		UNRELATED PC GENERAL SUPPORT 1,050
    TEXTILE CENTER OF MN
    3000 UNIVERSITY AVE
    Minneapolis,MN55414     		UNRELATED PC GENERAL SUPPORT 50
    THE INFORMED CONSENT ACTION NTWK
    2025 GUADELUPE ST STE 260
    Austin,TX78705     		UNRELATED PC GENERAL SUPPORT 100
    THE OPEN DOOR
    28 EMERSON AVE
    Gloucester,MA01930     		UNRELATED PC GENERAL SUPPORT AND TOWARD PURCHASE OF VAN 24,800
    THOMPSON ISLAND OUTWARD BOUND
    PO BOX 127
    South Boston,MA02127     		UNRELATED PC GENERAL SUPPORT 1,000
    TUNNEL TO TOWERS
    2361 HYLAN BLVD
    Staten Island,NY10306     		UNRELATED PC GENERAL SUPPORT 2,500
    TWIN CITIES HABITAT FOR HUMANITY
    1954 UNIVERSITY AVE
    Saint Paul,MN55104     		UNRELATED PC GENERAL SUPPORT 50
    TWIN CITIES PUBLIC TELEVISION
    480 CEDAR ST
    Saint Paul,MN55101     		UNRELATED PC GENERAL SUPPORT 1,200
    UNION GOSPEL MISSION ASSOC ST PAUL
    77 EAST 9TH ST
    Saint Paul,MN55101     		UNRELATED PC GENERAL SUPPORT 105
    UNITED WAY OF GREATER CINCINNATI
    2400 READING ROAD
    Cincinnati,OH45202     		UNRELATED PC GENERAL SUPPORT 3,466
    UNITED WAY OF KING COUNTY
    720 SECOND AVE
    Seattle,WA98104     		UNRELATED PC GENERAL SUPPORT 4,550
    UNITY CHURCH UNITARIAN
    732 HOLLY AVE
    Saint Paul,MN55104     		UNRELATED PC GENERAL SUPPORT 2,100
    UNIVERSITY HEIGHTS CTR COMM ASSOC
    5031 UNIVERSITY WAY
    Seattle,WA98105     		UNRELATED PC GENERAL SUPPORT 420
    UNIVERSITY OF MINNESOTA FOUNDATION
    200 OAK ST
    Minneapolis,MN55455     		UNRELATED PC FRANCES MCHIE NURSING SCHOLARSHIP 50
    UNIVERSITY SCHOOL ANNUAL FUND
    200 EDGEHILL AVE
    Nashville,TN37212     		UNRELATED PC GENERAL SUPPORT 150
    USA FOR UNHCR
    1775 K STREET
    Washington,DC20006     		UNRELATED PC GENERAL SUPPORT 50
    VOLUNTEERS OF AMERICA MNWI
    7625 METRO BLVD
    Minneapolis,MN55439     		UNRELATED PC GENERAL SUPPORT 300
    WALKING SHADOW THEATER COMPANY
    820 E 36TH ST
    Minneapolis,MN55407     		UNRELATED PC GENERAL SUPPORT 50
    WELLSPRING FAMILY SERVICES
    1900 RAINIER AVE
    Seattle,WA98144     		UNRELATED PC GENERAL SUPPORT 3,000
    WIKIMEDIA FOUNDATION
    PO BOX 98204
    Washington,DC20090     		UNRELATED PC GENERAL SUPPORT 200
    WNYC
    PO BOX 1550
    New York,NY10116     		UNRELATED PC GENERAL SUPPORT 750
    YALE UNIVERSITY
    PO BOX 205
    New Haven,CT06501     		UNRELATED PC GENERAL SUPPORT 200
    YMCA
    NW 5901 PO BOX 1450
    Minneapolis,MN55485     		UNRELATED PC GENERAL SUPPORT 412
    Total .................................bullet 3a 273,542
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 389,451  
    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) ..   478,884  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    478,884
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    THE QUAKER HILL FOUNDATION INC
    EIN:
    27-3801257
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION SERVICES 5,000 0 0 0

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE QUAKER HILL FOUNDATION INC
    EIN:
    27-3801257
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CAPITAL IMPACT 50,011 49,028
    ROPER TECHNOLOGIES INC 0 0
    MCCORMICK & CO INC 73,838 75,777
    LOCAL INITIATIVES SUPPORT CORP 50,011 48,308
    US TREASURY U 2023 101,080 102,063
    US TREASURY U 2025 99,931 101,168
    CARRIER GLOBAL CORP 76,867 77,097
    SUN INITIATIVE 0 0
    SUNWEALTH LOAN COMPANY 5 LLC 25,000 25,000
    AUTODESK 81,377 80,642
    US TREASURY 2023 100,023 99,539
    FEDERAL FARM CR BKS 75,013 74,926

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE QUAKER HILL FOUNDATION INC
    EIN:
    27-3801257
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BBH LIMITED DURATION FUND 250,822 251,712
    BBH INCOME FUND 224,995 237,732
    AKRE FOCUS FUND 61,362 182,414
    BOOKING HOLDINGS INC 5,439 7,198
    DOLLAR GENERAL CORP 2,473 5,896
    COLGATE PALMOLIVE CO 5,191 6,827
    COSTCO WHOLESALE CORP 4,386 11,922
    DIAGEO PLC 1,633 6,384
    NESTLE 1,506 5,615
    BERKSHIRE HATHAWAY INC CL B 4,913 18,239
    ARTHUR J GALLAGHER & CO 8,108 15,270
    HENRY SCHEIN INC 0 0
    ZOETIS INC 2,029 17,082
    PERRIGO CO 0 0
    ALCON INC 6,086 12,458
    COPART INC 4,197 12,888
    AO SMITH CORP 4,621 8,585
    WASTE MANAGEMENT INC 1,231 7,677
    ALLEGION PLC 0 0
    FLEETCOR TECHNOLOGIES INC 0 0
    KLA CORP 1,452 6,452
    MASTERCARD INC 12,367 16,169
    ORACLE CORP 3,114 7,500
    CELANESE CORP 4,315 10,924
    LINDE PLC 6,538 13,857
    ALPHABET INC CL C 2,604 26,042
    COMCAST CORP 0 0
    CLARKSTON PRTNRS FUND 66,358 110,162
    BBH PRTNR FD INTNTL EQUITY 169,769 243,944
    GQG PART EMERG MKTS EQ 46,986 64,060
    KERRY GROUP PLC 64,421 64,394
    NOVOZYMES 15,391 82,295
    KONINKLIJKE 44,130 90,066
    TOMRA SYSTEMS 11,592 107,694
    BILLERUDKORSNAS 34,850 47,171
    ABBOTT LABORATORIES 33,950 52,778
    ALPHABET INC CL A 21,306 115,882
    AMAZONCOM INC 15,573 16,672
    ANALOG DEVICES INC 37,611 61,520
    APPLE INC 2,498 88,785
    APTARGROUP INC 15,131 61,240
    BECTON DICKINSON & CO 32,733 31,435
    CANADIAN NATL RY CO 31,426 46,073
    DANAHER CORPORATION 21,924 104,296
    DISNEY WALT CO 38,396 58,084
    ILLUMINA INC 7,709 57,066
    MASTERCARD INC 10,642 53,898
    MICROSOFT CORP 26,568 58,856
    NESTLE 0 0
    NEW YORK TIMES CO 33,066 57,960
    NIKE INC CL B 28,388 83,335
    NOVO NORDISK 30,779 67,200
    NVIDIA CORP 3,591 117,644
    ORMAT TECHNOLOGIES INC 0 0
    PAYPAL HLDGS INC 12,245 56,574
    PROCTER & GAMBLE CO 20,373 65,432
    ROCKWELL AUTOMATION INC 22,881 87,212
    STRYKER CORP 29,875 60,170
    TELADOC HEALTH INC 0 0
    UNILEVER PLC 55,526 53,790
    WASTE MANAGEMENT INC 16,725 58,415
    XILINX INC 0 0
    XYLEM INC 13,087 50,966
    HALMA 38,987 60,679
    MEDTRONIC PLC 78,243 72,415
    AMPHENOL CORP 13,238 30,611
    CARRIER GLOBAL CORP 32,120 81,360
    FIRST REPUBLIC BANK 27,114 41,302
    T MOBILE US INC 52,643 52,191
    AMAZONCOM INC 0 0
    NIKE INC 4,500 10,000
    STARBUCKS CORP 6,696 8,071
    PROGRESSIVE CORP 7,313 10,265
    BAXTER INTL INC 6,024 6,867
    THERMO FISHER SCIENTIFIC INC 6,342 10,009
    GRACO INC 5,273 6,046
    VISA INC 0 0
    CLARKSTON FOUNDERS FUND 44,499 48,728
    BOSTON PROPERTIES INC 41,620 57,590
    BUTTERFLY NETWORK INC 21,353 10,035
    INTERFACE INC 33,327 47,850
    OATLY GROUP 41,614 23,880
    SUNOPTA INC 29,427 13,900
    SHERWIN WILLIAMS CO 5,328 7,748
    S&P GLOBAL INC 5,859 8,023
    ABBOTT LABORATORIES 7,985 9,148
    BBH PARTNER FUND SMALL CAP 107,500 97,442

    TY 2021 OtherExpensesSchedule
    Name:
    THE QUAKER HILL FOUNDATION INC
    EIN:
    27-3801257
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 698 0 0 0
    ADMINISTRATIVE EXPENSE 7,500 0 0 0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE QUAKER HILL FOUNDATION INC
    EIN:
    27-3801257
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GRANTS THAT WERE RETURNED 1,500 0 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE QUAKER HILL FOUNDATION INC
    EIN:
    27-3801257
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 25,845 25,845 0 0


    TY 2021 TaxesSchedule
    Name:
    THE QUAKER HILL FOUNDATION INC
    EIN:
    27-3801257
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 8,200 0 0 0
    ANNUAL REPORT 33 0 0 0
    FOREIGN TAXES 1,943 1,943 0 0