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
E JOSEPH EVANS CHARITABLE TRUST
JANET ALFIERI TRUSTEE
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1650
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PLYMOUTH, MA02360
A Employer identification number

04-6269182
B Telephone number (see instructions)

(781) 588-4190
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$2,070,339J 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 5,746 4,153  
4 Dividends and interest from securities... 29,809 29,809  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 431,365
b Gross sales price for all assets on line 6a 2,594,533
7 Capital gain net income (from Part IV, line 2)... 431,365
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 466,920 465,327  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,000 20,000   20,000
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 724 724   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 24,838 24,838   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 45,562 45,562   20,000
25 Contributions, gifts, grants paid....... 115,000 115,000
26 Total expenses and disbursements. Add lines 24 and 25 160,562 45,562   135,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 306,358
b Net investment income (if negative, enter -0-) 419,765
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............. -7 -8 -8
2 Savings and temporary cash investments......... 65,506 94,133 94,133
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment204,285 204,916
b Investments—corporate stock (attach schedule)....... 757,522 Click to see attachment1,132,431 1,302,627
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment267,586 269,563
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans............. 0 226,541 199,108
13 Investments—other (attach schedule).......... 757,696 0 0
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) 1,580,717 1,924,968 2,070,339
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........ 1,873,049 1,873,049
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -292,332 51,919
29 Total net assets or fund balances (see instructions)..... 1,580,717 1,924,968
30 Total liabilities and net assets/fund balances (see instructions). 1,580,717 1,924,968
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
1,580,717
2
Enter amount from Part I, line 27a .....................
2
306,358
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
37,893
4
Add lines 1, 2, and 3 ..........................
4
1,924,968
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,924,968
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 AIR LIQUIDE ADR      
b BAKER HUGHES COMPANY      
c BARCLAYS PLC      
d CADENCE DESIGN SYSTEMS      
e CANADIAN NATIONAL RAILWAY      
CELLNEX TELECOM      
COVESTRO AG ADR      
EQUINIX INC      
FANUC CORP      
GRUPO FINANCIERO      
HEXAGON      
INFINEON TECHNOLOGIES      
INTESA SANPAOLO      
JACKSON FINANCIAL INC      
LOREAL ADR      
MASTERCARD INC      
MONDELEZ INTL      
NOVO NORDISK      
OTIS WORLDWIDE      
PAYPAL HOLDINGS      
PRUDENTIAL ADR      
RECRUIT HOLDINGS      
RIO TINTO      
ROCHE HOLDINGS      
KONINKLIJKE DSM      
RYANAIR HOLDINGS      
SANOFI ADR      
SBERBANK OF RUSSIA      
SCHNEIDER ELECTRIC      
SEA LIMITED      
SONY GROUP      
TOTOTA MOTOR CORP      
VESTAS WIND SYSTEMS      
VOLKSWAGON AG      
WUXI BIOLOGICS      
ALLSTATE      
ALTRIA GROUP      
AMEREN CORP      
AMERICAN EXPRESS      
ANALOG DEVICES      
ANTHEM INC      
APOLLO GLOBAL      
APPLIED MATERIALS      
ASTRAZENECA ADR      
BP ADR      
BERKSHIRE HATHAWAY      
BLACKSTONE INC      
BRITISH AMERICAN TOBACCO      
CIGNA CORP      
CVS HEALTHCARE      
CAPITAL ONE FINANCIAL      
CATERPILLAR INC      
CHEVRON CORP      
CISCO SYSTEMS      
CITIGROUP      
CITIZENS FINCL GROUP      
COGNIZANT TECH      
CONOCOPHILLIPS      
CONSTELLATION BRANDS      
CORTEVA INC      
DOLLAR GENERAL      
DOMINION ENERGY      
DUPONT DE NEMOURS INC      
EDISON INT'L      
EQUINOR ASA      
EQUITABLE HOLDINGS      
EXELON CORP      
FIDELITY NATL INFO      
FIDELITY NATL FINC'L      
FIRST AMERICAN FINC'L      
FOX CORP      
GALLAGHER & CO      
GENERAL ELECTRIC      
GENERAL MILLS      
GENERAL MOTORS      
HUMANA INC      
HUNTINGTON INGALLS      
KONINKLIJKE PHILIPS      
LEAR CORP      
LEIDOS HOLDINGS      
LOCKHEED MARTIN      
LOWES CORP      
MARATHON PETROLEUM      
MCKESSON CORP      
METLIFE INC      
MICROSOFT CORP      
MONDELEZ INT'L      
MORGAN STANLEY      
MOTOROLA SOLUTIONS      
NEWELL BRANDS INC      
PPG INDUSTRIES      
PEPSICO INC      
PHILIP MORRIS INTL      
PROGRESSIVE CORP      
PUBLIC SERVICE ENTERPRISES      
RAYMOND JAMES FINCL      
RAYTHEON TECH CORP      
ROGERS COMMUNICATIONS INC      
ROSS STORES      
SS&C TECHNOLOIGES      
SANOFI ADR      
SCHWAB      
SEALED AIR CORP      
STANLEY BLACK & DECKER      
STARBUCKS      
TJX COS      
UNILEVER PLC      
UNION PACIFIC      
WELLS FARGO      
SILLIAMS COMPANIES      
ZIMMER BIOMET      
MEDTRONIC PLC      
WILLIS TOWERS      
ALCON AG      
NXP      
AT&T INC      
AMERICAN ELECTRIC POWER      
BERKSHIRE HATHAWAY      
COCA COLA      
COMCAST CORP      
WALT DISNEY COMPOANY      
HOME DEPOT      
JP MORGAN      
JOHNSON & JOHNSON      
LOCKHEED MARTIN      
MASTERCARD INC      
MCDONALDS CORP      
NEXTERA ENERGY      
NORTROP GRUMMAN      
PEPSICO      
PROCTOR & GAMBLE      
PROLOGIS INC      
UNITEDHEALTH GROUP      
VERIZON COMMUNICATIONS      
WALMART INC      
AT&T INC      
EVERSOURCE ENERGY      
VERIZON COMMUNICATIONS      
ABBOTT LABORATORIES      
ANALOG DEVICES      
ASTRAZENECA      
AUTODESK      
BALL CORP      
CATALENT INC      
CISCO SYSTEMS      
COSTAR GROUP      
CROWDTRIKE HOLDINGS      
DOLLAR TREE      
DOMINOES      
ETSY INC      
EXPEDIA GROUP      
FIDELITY NATIONAL      
FORTIVE CORP      
FREEPORT MCMORAN      
HUMANA      
INTL FLAVORS & FRAGRANCES      
INTUIT INC      
INTUITIVE SURGICAL      
KKR & CO      
LVMH      
LOWES COMPANIES      
MARVELL TECHNOLOGY      
MASTERCARD INC      
MATCH GROUP      
MERCADOLIBRE INC      
MERCH & CO      
MORGAN STANLEY      
NETFLIX      
NIKE INC      
NVIDIA CORP      
PAYPAL HOLDINGS      
PFIZER INC      
QUALCOMM INC      
RINGCENTRAL INC      
ROPER TECHNOLOGIES      
S&P GLOBAL      
SALESFORCE.COM      
SEA LIMITED ADR      
SERVICENOW INC      
SHERWIN-WILLIAMS      
SNAP INC      
TJX COS INC      
TMOBILE US      
TENCENT HOLDINGS LMTD      
TESLA INC      
THERMOS FISHER SCIENTIFIC      
TRANSDIGM GROUP      
TRANSUNION.COM      
TWILIO INC      
UNION PACIFIC      
UNITED HEALTH GROUP      
ASML HOLDING      
ADOBE INC      
ALPHABET INC      
APPLE INC      
COSTCO WHOLESALE      
DANAHER CORP      
META PLATFORMS      
INTEL COPR      
MICROSOFT CORP      
SONOCO PRODUCTS      
TMOBILE      
THERMO-FISHER SCIENTIFIC      
VISA INC      
ZOETIS INC      
ACCENTURE PLC      
ALIBABA GROUP      
APPLIED MATERIALS      
BARON CAPITAL GROUP      
CITY NATIONAL ROCHDALE      
CLOROX      
EMERSON ELECTRIC      
EQUINIX      
FIFTH & THIRD      
HCA HEALTHCARE      
THE HARTFORD      
INTERNATIONAL PAPER      
INVESCO EXCH TRADED      
L3 HARIS TECHNOLOGIES      
MIRAE ASSET GLOBAL INV      
OLD DOMINION FREIGHT      
S&P GLOBAL      
SYNCHRONY FINANCIAL      
TOUCHSTONE FUNDS      
TRANSUNION COM      
UNILIEVER PLC      
VIATRIS INC      
ASML HOLDING      
NXP SEMICONDUCTORS      
AMER WATER WORKS      
AVANGRID INC      
CME GROUP      
CVS HEALTHCARE      
CINCINNATI FINANCIAL      
CINTAS CORP      
CITY NATIONAL      
CITY NATIONAL ROCHDALE      
CITY NATIONAL ROCHDALE      
.CROWN CASTLE INT'L CORP      
EDWARDS LIFESCIENCES      
FIERA CAPITAL      
MID AMERICA APARTMENT      
NATIONAL RETAIL PROPERTY      
PAYCHEX INC      
ROPER TECHNOLOGIES      
STONE RIDGE      
XCEL ENERGY      
BANK OF AMERICA CORP NOTE      
BANK OF AMERICA CORP NOTE      
CVS HEALTHCARE CORP NOTE      
CHEVRON CORP NOTE      
CITIGROUP INC NOTE      
MORGAN STANLEY NOTE      
TARGET CORP NOTE      
UNION PACIFIC NOTE      
US T BONDS      
US T NOTES      
US T NOTES      
US T NOTES      
US T NOTES      
US T NOTES      
US T NOTES      
US T NOTES      
VISA INC NOTE      
FHLMC SUPER 30Y FIXED      
FHLMC SUPER 30Y FIXED      
FED NATIONAL MTG ASSN      
FED NATIONAL MTG ASSN      
FNMA PASS THRU      
FNAM PASS THRU      
FNMA PASS THRU      
FED NATIONAL MTG ASSN      
FED NATIONAL MTG ASSN      
FED NATIONAL MTG ASSN      
FED NATIONAL MTG ASSN      
FED NATIONAL MTG ASSN      
WASH SALE ADJUSTMENT      
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 719   757 -38
b 611   653 -42
c 1,083   975 108
d 8,854   7,444 1,410
e 1,296   1,054 242
1,636   1,575 61
630   688 -58
8,810   8,153 657
11,768   12,540 -772
2,753   2,964 -211
1,961   1,668 293
960   796 164
766   849 -83
343   360 -17
7,787   7,864 -77
649   736 -87
5,875   5,991 -116
674   612 62
9,340   8,488 852
7,985   8,827 -842
9,570   11,277 -1,707
7,002   5,461 1,541
684   732 -48
9,856   9,220 636
5,101   4,494 607
2,538   2,858 -320
656   702 -46
2,597   2,096 501
761   668 93
3,112   2,502 610
1,236   985 251
12,160   11,227 933
190   232 -42
1,220   1,647 -427
155   180 -25
225   269 -44
4,071   4,000 71
258   253 5
3,944   3,771 173
191   168 23
2,126   1,958 168
541   427 114
2,196   2,216 -20
397   393 4
644   649 -5
551   585 -34
3,182   2,960 222
313   348 -35
424   515 -91
564   515 49
154   166 -12
405   430 -25
11,729   11,226 503
1,209   1,158 51
1,351   1,593 -242
7,299   5,849 1,450
3,167   2,778 389
2,080   1,643 437
234   237 -3
339   322 17
224   201 23
11,348   12,133 -785
1,490   1,709 -219
196   167 29
1,710   1,849 -139
267   251 16
217   181 36
324   445 -121
420   358 62
1,463   1,425 38
389   373 16
5,829   5,716 113
380   424 -44
11,593   11,284 309
858   834 24
435   431 4
187   218 -31
1,293   1,527 -234
179   199 -20
281   310 -29
346   328 18
2,386   1,918 468
10,020   8,825 1,195
1,438   1,343 95
688   655 33
2,881   2,229 652
2,980   2,978 2
8,499   7,824 675
5,067   4,723 344
161   201 -40
1,643   1,811 -168
165   148 17
15,973   12,277 3,696
183   184 -1
1,641   1,678 -37
345   310 35
2,358   2,313 45
280   316 -36
222   246 -24
319   296 23
606   632 -26
1,981   1,941 40
195   174 21
189   216 -27
5,439   3,795 1,644
4,291   4,427 -136
726   840 -114
244   225 19
1,814   1,698 116
2,816   2,649 167
390   499 -109
588   624 -36
235   244 -9
2,764   2,744 20
3,673   3,745 -72
2,525   2,806 -281
17,548   11,669 5,879
17,006   10,154 6,852
17,228   14,279 2,949
7,065   3,841 3,224
14,309   9,094 5,215
20,222   7,614 12,608
18,209   7,398 10,811
5,298   4,065 1,233
22,924   12,668 10,256
21,603   5,843 15,760
6,988   3,445 3,543
11,572   6,083 5,489
7,315   4,456 2,859
10,179   8,067 2,112
31,877   19,626 12,251
33,692   13,838 19,854
15,083   3,236 11,847
9,195   7,789 1,406
12,734   6,723 6,011
19,175   15,525 3,650
20,404   4,424 15,980
9,864   7,863 2,001
3,862   4,267 -405
7,705   7,184 521
5,005   4,723 282
6,723   6,930 -207
286   258 28
508   415 93
15,483   12,912 2,571
5,388   5,234 154
241   213 28
4,775   5,470 -695
533   421 112
568   336 232
5,017   3,711 1,306
4,587   4,825 -238
397   363 34
3,474   3,743 -269
6,241   6,631 -390
2,286   2,264 22
677   440 237
686   562 124
317   313 4
816   784 32
2,483   2,499 -16
1,051   671 380
11,382   12,891 -1,509
277   323 -46
3,190   4,119 -929
8,546   8,417 129
8,459   7,676 783
668   501 167
1,235   939 296
2,719   1,248 1,471
7,250   8,018 -768
13,586   11,055 2,531
8,674   5,850 2,824
4,738   5,081 -343
2,444   2,229 215
1,385   1,139 246
6,521   7,666 -1,145
601   500 101
6,942   5,285 1,657
9,510   7,707 1,803
293   356 -63
5,984   5,915 69
124   143 -19
5,359   7,542 -2,183
1,192   1,187 5
638   608 30
641   612 29
346   326 20
5,678   6,555 -877
244   222 22
1,603   1,654 -51
845   669 176
15,422   2,532 12,890
14,755   4,051 10,704
23,120   5,003 18,117
19,263   7,667 11,596
8,779   2,648 6,131
2,388   726 1,662
21,571   17,833 3,738
4,504   586 3,918
16,817   12,991 3,826
12,622   8,954 3,668
20,899   6,020 14,879
6,729   2,406 4,323
5,087   1,427 3,660
17,157   9,231 7,926
10,225   12,007 -1,782
4,132   3,837 295
61,125   62,616 -1,491
30,439   30,000 439
9,475   11,075 -1,600
8,410   6,183 2,227
3,650   3,510 140
21,216   12,525 8,691
13,244   7,377 5,867
20,432   12,403 8,029
16,313   11,793 4,520
8,760   8,512 248
7,587   7,300 287
20,123   20,798 -675
4,531   3,659 872
3,752   3,617 135
4,016   3,697 319
20,220   21,316 -1,096
4,862   3,804 1,058
5,461   5,699 -238
728   595 133
10,373   5,849 4,524
5,194   3,935 1,259
8,814   3,344 5,470
19,900   14,991 4,909
19,464   8,579 10,885
5,604   5,131 473
31,910   19,632 12,278
10,486   3,177 7,309
82,639   91,983 -9,344
544,539   589,505 -44,966
78,066   69,000 9,066
32,658   19,671 12,987
10,332   2,771 7,561
89,157   55,131 34,026
35,937   18,209 17,728
23,047   18,415 4,632
38,569   17,946 20,623
4,380   2,708 1,672
4,347   5,548 -1,201
31,829   18,999 12,830
2,170   2,201 -31
1,956   2,026 -70
6,917   6,856 61
10,231   10,259 -28
1,995   2,024 -29
5,000   5,020 -20
7,312   7,379 -67
1,095   1,133 -38
6,441   6,196 245
17,160   17,260 -100
992   1,032 -40
33,922   34,022 -100
968   1,002 -34
50,162   50,342 -180
1,930   1,996 -66
5,802   5,975 -173
2,001   2,070 -69
855   855 0
220   220 0
5,784   5,784 0
764   764 0
684   684 0
7,488   7,488 0
456   456 0
1,257   1,257 0
2,099   2,099 0
2,044   2,044 0
6,086   6,086 0
813   813 0
914     914
197     197
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       -38
b       -42
c       108
d       1,410
e       242
      61
      -58
      657
      -772
      -211
      293
      164
      -83
      -17
      -77
      -87
      -116
      62
      852
      -842
      -1,707
      1,541
      -48
      636
      607
      -320
      -46
      501
      93
      610
      251
      933
      -42
      -427
      -25
      -44
      71
      5
      173
      23
      168
      114
      -20
      4
      -5
      -34
      222
      -35
      -91
      49
      -12
      -25
      503
      51
      -242
      1,450
      389
      437
      -3
      17
      23
      -785
      -219
      29
      -139
      16
      36
      -121
      62
      38
      16
      113
      -44
      309
      24
      4
      -31
      -234
      -20
      -29
      18
      468
      1,195
      95
      33
      652
      2
      675
      344
      -40
      -168
      17
      3,696
      -1
      -37
      35
      45
      -36
      -24
      23
      -26
      40
      21
      -27
      1,644
      -136
      -114
      19
      116
      167
      -109
      -36
      -9
      20
      -72
      -281
      5,879
      6,852
      2,949
      3,224
      5,215
      12,608
      10,811
      1,233
      10,256
      15,760
      3,543
      5,489
      2,859
      2,112
      12,251
      19,854
      11,847
      1,406
      6,011
      3,650
      15,980
      2,001
      -405
      521
      282
      -207
      28
      93
      2,571
      154
      28
      -695
      112
      232
      1,306
      -238
      34
      -269
      -390
      22
      237
      124
      4
      32
      -16
      380
      -1,509
      -46
      -929
      129
      783
      167
      296
      1,471
      -768
      2,531
      2,824
      -343
      215
      246
      -1,145
      101
      1,657
      1,803
      -63
      69
      -19
      -2,183
      5
      30
      29
      20
      -877
      22
      -51
      176
      12,890
      10,704
      18,117
      11,596
      6,131
      1,662
      3,738
      3,918
      3,826
      3,668
      14,879
      4,323
      3,660
      7,926
      -1,782
      295
      -1,491
      439
      -1,600
      2,227
      140
      8,691
      5,867
      8,029
      4,520
      248
      287
      -675
      872
      135
      319
      -1,096
      1,058
      -238
      133
      4,524
      1,259
      5,470
      4,909
      10,885
      473
      12,278
      7,309
      -9,344
      -44,966
      9,066
      12,987
      7,561
      34,026
      17,728
      4,632
      20,623
      1,672
      -1,201
      12,830
      -31
      -70
      61
      -28
      -29
      -20
      -67
      -38
      245
      -100
      -40
      -100
      -34
      -180
      -66
      -173
      -69
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      914
      197
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 2 431,365
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 5,835
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 5,835
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 6
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 10 659
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet659 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
     
    No
    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 ofbulletJANET ALFIERI TRUSTEE Telephone no.bullet (508) 746-6303

    Located atbullet15 BUMPUS ROADPLYMOUTHMA ZIP+4bullet02360
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 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
    JANET ALFIERI TRUSTEE
    3.00     		20,000 0 0
    7 SOUTH PARK AVENUE
    PLYMOUTH,MA02360
    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
    1,996,983
    b
    Average of monthly cash balances.......................
    1b
    108,321
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,105,304
    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
    2,105,304
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    31,580
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,073,724
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    103,686
    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
    103,686
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    5,835
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,835
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    97,851
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    97,851
    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
    97,851
    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 97,851
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017...... 22,606
    c From 2018...... 16,072
    d From 2019...... 31,097
    e From 2020...... 38,522
    f Total of lines 3a through e ........ 108,297
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 135,000
    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..... 97,851
    e Remaining amount distributed out of corpus 37,149
    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 5 145,446
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		145,446
    10 Analysis of line 9:
    a Excess from 2017.... 22,606
    b Excess from 2018.... 16,072
    c Excess from 2019.... 31,097
    d Excess from 2020.... 38,522
    e Excess from 2021.... 37,149
    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
    ALZHEIMERS FOUNDATION
    322 8TH AVE 7TH FLOOR
    NEW YORK,NY10001     		NONE NONPROFIT PROVIDE SUPPORT SERVICES AND EDUCATION TO INDIVIDUALS, FAMILIES AND CAREGIVERS AFFECTED BY ALZHEIMER'S DISEASE 5,000
    BLACK FEATHER HORSE RESCUE
    PO BOX 3145
    PLYMOUTH,MA02361     		NONE EXEMPT ORG TO IMPORVE THE HEALTH AND WELL BEING OF ABUSED, INJURED AND NEGLECTED HORSES. 7,500
    CHARITY NAVIGATOR
    139 HARRISTOWN ROAD SUITE 201
    GLEN ROCK,NJ07452     		NONE EXEMPT ORG GUIDE TO INTELLIGENT GIVING 500
    FARM AID
    501 CAMBRIDGE STREET 3RD FLOOR
    CAMBRIDGE,MA02141     		NONE EXEMPT ORG HELP BUILD A SYSTEM OF AGRICULTURE THAT VALUES FAMILY FARMERS, GOOD FOOD, SOIL AND WATER AND STRONG COMMUNITIES. 10,000
    FEEDING AMERICA
    35 EAST WACKER DRIVE SUITE 2000
    CHICAGO,IL60601     		NONE NONPROFIT PROVIDING FOOD FOR THE POOR 10,000
    HOUSING SOLUTIONS OF SOUTHEASTERN MASS
    169 SUMMER STREET
    KINGSTON,MA02364     		NONE NONPROFIT TO HELP FIND AFFORDABLE HOUSING AS A WAY FOR INDIVIDUALS AND FAMILIES GAIN STABILITY IN THEIR LIVES. 10,000
    MR HOLLAND'S OPUS FOUNDATION
    4370 TUNJANGA AVE SUITE 330
    STUDIO CITY,CA91604     		NONE NONPROFIT TO KEEP MUSIC ALIVE IN OUR SCHOOLS BY PROVIDING VITAL SUPPORT SERVICES TO SCHOOL DISTRICTS, AND NEW MUSICAL INSTRUMENTS TO UNDERFUNDED MUSIC PROGRAMS NATIONWIDE, GIVING UNDER-REPRESENTED YOUTH ACCESS TO THE MANY BENEFITS OF MUSIC EDUCATION, LEADING THEM TO SUCCESS IN SCHOOL, AND INSPIRING CREATIVITY AND EXPRESSION THROUGH PLAYING MUSIC. 5,000
    NATHAN HALE FOUNDATION
    116 LONG POND ROAD
    PLYMOUTH,MA02360     		NONE NONPROFIT OFFERS DIRECT SERVICE TO THE HEALTH AND WELFARE OF OUR VETERANS AND ACTIVE DUTY MILITARY INCLUDING TRANSPORTATION SERVICES, READJUSTMENT COUNSELING, FOOD ASSISTANCE AND A CREATIVE ARTS PROGRAM. 7,500
    PLYMOUTH PUBLIC LIBRARY
    132 SOUTH STREET
    PLYMOUTH,MA02360     		NONE EXEMPT ORG TO HELP SUPPORT AND MAINTAIN THE LIBRARY IN PLYMOUTH MASS 10,000
    PRISON BOOK PROGRAM
    1306 HANCOCK STREET SUITE 100
    QUINCY,MA02169     		NONE EXEMPT ORG TO GIVE PRISONERS A CHANCE TO IMPROVE THEMSELVES THROUGH READING 2,000
    TALKING INFORMATION CENTER
    130 ENTERPRISE DRIVE
    MARSHFIELD,MA02050     		NONE NONPROFIT STAFF AND VOLUNTEERS PROVIDE HUMAN VOICE(D) BROADCASTS OF LOCAL NEWS, ARTICLES, AND ITEMS OF INTEREST TO VISUALLY IMPAIRED AND OTHERWISE DISABLED LISTENERS THROUGHOUT MASSACHUSETTS TO PROMOTE INDEPENDENCE AND ENRICH QUALITY OF LIFE." 2,000
    WIKIMEDIA FOUNDATION INC
    1 MONTGOMERY STREET SUITE 1600
    SAN FRANCISCO,CA94104     		NONE EXEMPT ORG TO PROVIDE ESSENTIAL INFRASTRUCTURE FOR FREE KNOWLEDGE 500
    WILDLANDS TRUST INC
    675 LONG POND ROAD
    PLYMOUTH,MA02360     		NONE NONPROFIT TO PERMANENTLY PROTECT AND STEWARD IMPORTANT HABITATS AND LANDSCAPES. 3,000
    WOODS HOLE OCEANOGRAPHIC INSTITUTE
    86 WATER STREET
    WOODS HOLE,MA02543     		NONE NONPROFIT TO HELP UNDERSTAND ALL FACETS OF THE OCEAN AS WELL AS ITS COMPLEX CONNECTIONS WITH EARTH'S ATMOSPHERE, LAND, ICE, SEAFLOOR, AND LIFEINCLUDING HUMANITY. 10,000
    JOSHUA GLYNN MEMORIAL FOUNDATION
    40 HARLOWS LANDING
    PLYMOUTH,MA02360     		  NONPROFIT TO SHARE GOD'S LOVE THROUGH MUSIC 10,000
    HABITAT FOR HUMANITY OF GREATER PLYMOUTH
    PO BOX 346
    CARVER,MA02366     		  NONPROFIT HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD STRENGTH, STABILITY AND SELF-RELIANCE THROUGH SHELTER. 10,000
    PLYMOUTH EDUCATION FOUNDATION
    15 CASWELL LANE
    PLYMOUTH,MA02360     		  NONPROFIT THE PURPOSE OF THE FOUNDATION IS TO SOLICIT, MANAGE, AND DISTRIBUTE FUNDS FOR EDUCATIONAL PURPOSES AND ACTIVITIES WHICH MAY NOT BE FUNDED BY THE PLYMOUTH PUBLIC SCHOOLS. 7,000
    OLD COLONY YMCA (CAMP CLARK)
    200 HEDGES POND ROAD
    PLYMOUTH,MA02360     		  NONPROFIT TO PROVIDE CAMP SCHOLARSHIPS FOR UNDERPRIVELAGED CHILDREN 5,000
    Total .................................bullet 3a 115,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 5,746  
    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 ............     		    18 431,365  
    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) .. 0 466,920 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    466,920
    (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.)
    N/A N/A
    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:
    E JOSEPH EVANS CHARITABLE TRUST
     
    JANET ALFIERI TRUSTEE
    EIN:
    04-6269182
    Name of Bond End of Year Book Value End of Year Fair Market Value
    TD #4774 DETAIL AVAILABLE UPON REQUEST 267,586 269,563

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    E JOSEPH EVANS CHARITABLE TRUST
     
    JANET ALFIERI TRUSTEE
    EIN:
    04-6269182
    Name of Stock End of Year Book Value End of Year Fair Market Value
    TD #4770 DETAIL AVAILABLE UPON REQUEST 391,945 541,336
    TD #4941 DETAIL AVAILABLE UPON REQUEST 292,930 293,666
    TD #4946 DETAIL AVAILABLE UPON REQUEST 447,556 467,625

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    E JOSEPH EVANS CHARITABLE TRUST
     
    JANET ALFIERI TRUSTEE
    EIN:
    04-6269182
    US Government Securities - End of Year Book Value:

    204,285
    US Government Securities - End of Year Fair Market Value:

    204,916
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 OtherExpensesSchedule
    Name:
    E JOSEPH EVANS CHARITABLE TRUST
     
    JANET ALFIERI TRUSTEE
    EIN:
    04-6269182
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 20,682 20,682   0
    SURETY BOND 3,910 3,910   0
    POSTAGE 246 246   0


    TY 2021 OtherIncreasesSchedule
    Name:
    E JOSEPH EVANS CHARITABLE TRUST
     
    JANET ALFIERI TRUSTEE
    EIN:
    04-6269182
    Description Amount
    UNREALIZED GAIN/LOSS 24,822
    NON DIVIDEND DISTRIBUTION - RETURN OF CAPITAL 13,071


    TY 2021 TaxesSchedule
    Name:
    E JOSEPH EVANS CHARITABLE TRUST
     
    JANET ALFIERI TRUSTEE
    EIN:
    04-6269182
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 990PF 268 268   0
    TD AMERITRADE FOREIGN TAXES 456 456   0