Form990-PF
Click to see attachment
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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
Simmons Foundation - PerkinsThompson
 
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 426 One Canal Plaza
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Portland, ME04112
A Employer identification number

01-0277832
B Telephone number (see instructions)

(207) 774-2635
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$3,819,872J 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... 47,333 47,333  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 437,093
b Gross sales price for all assets on line 6a 1,009,668
7 Capital gain net income (from Part IV, line 2)... 290,060
8 Net short-term capital gain......... 5,472
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... 0    
12 Total. Add lines 1 through 11........ 484,426 337,393 5,472
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,200 1,100   1,100
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 5,085 2,542   2,543
b Accounting fees (attach schedule)....... Click to see attachment 2,995 1,498   1,497
c Other professional fees (attach schedule).... Click to see attachment 27,390 27,390    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,221      
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 9 5   4
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,900 32,535   5,144
25 Contributions, gifts, grants paid....... 186,676 186,676
26 Total expenses and disbursements. Add lines 24 and 25 230,576 32,535   191,820
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 253,850
b Net investment income (if negative, enter -0-) 304,858
c Adjusted net income (if negative, enter -0-)... 5,472
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............. 29,170 32,205 32,205
2 Savings and temporary cash investments......... 86,712 186,809 186,809
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).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet     0  
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)....... 2,492,212 Click to see attachment2,596,231 2,596,231
c Investments—corporate bonds (attach schedule)....... 946,908 Click to see attachment988,455 988,455
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis bullet3,848
Less: accumulated depreciation (attach schedule) bullet3,598 250 Click to see attachment250 250
15 Other assets (describe bullet) Click to see attachment8,823 Click to see attachment15,922 Click to see attachment15,922
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,564,075 3,819,872 3,819,872
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) Click to see attachment10,179 Click to see attachment12,126
23 Total liabilities (add lines 17 through 22)......... 10,179 12,126
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........... 3,553,896 3,807,746
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)..... 3,553,896 3,807,746
30 Total liabilities and net assets/fund balances (see instructions). 3,564,075 3,819,872
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
3,553,896
2
Enter amount from Part I, line 27a .....................
2
253,850
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,807,746
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
3,807,746
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 6 Shrs Accenture PLC Ireland Class A P 2020-04-02 2021-03-15
b 8 Shrs Ameriprise Finl Inc P 2021-03-03 2021-12-08
c 30.977 Shrs Cohen & Steers Inst Realty Shares #1263 P 2020-07-07 2021-03-15
d 10 Shrs Dover Corp P 2020-12-23 2021-03-15
e 13 shrs Dover Corp P 2020-12-23 2021-12-08
4 shrs Ecolab P 2020-06-04 2021-03-15
8shr Electronic Arts Inc Com P 2020-07-13 2021-03-15
24 shr FastenalCo Com P 2021-02-17 2021-03-15
12 shr LAmb Weston Holdings P 2020-06-04 2021-05-24
24 shr Lockheed Martin Corp P 2021-01-01 2021-02-17
2926.378 shr Mathews China Instl P 2020-11-16 2021-09-01
5 shr Mcdonalds Corp P 2020-06-04 2021-03-15
13 shr NASDAQ inc P 2020-06-04 2021-03-15
10 NVIDIA Corp P 2021-02-03 2021-12-08
17 shr Pepsico Inc P 2020-06-04 2021-03-29
193.423 shr Vangaurd Mortgage Backed SEC IDX ADM #1948 P 2020-06-23 2021-04-27
359.822 shr Vangaurd Mortgage backed SEC IDX ADM #1948 P 2021-03-15 2021-06-24
21 shr Verizon Communications P 2020-06-04 2021-03-15
53 shr Abbottt Labs P 2020-01-01 2021-03-03
10 shr Abbott Labs P 2012-06-27 2021-03-15
25 Shrs Abbott Labs P 2012-06-27 2021-04-28
87 shr Abbott Labs P 2020-01-01 2021-06-07
6 shr Accenture PLC Ireland Class A P 2020-04-02 2021-12-08
5 shr Adobe Sys Inc P 2020-01-01 2021-03-15
5 shr Adobe Inc P 2020-06-04 2021-12-08
4531.019 shr Allspring Premier LG Company DGrowth Fund #4123 P 2015-07-22 2021-03-15
1 shr Alphabet INC CL C P 2018-08-08 2021-03-15
2 shr Amazon.com Inc P 2018-08-08 2021-03-15
4shr AON PLC P 2019-01-07 2021-03-15
7shr AON PLC P 2020-06-04 2021-12-08
24 shr Apple Comp P 2020-06-04 2021-06-07
17 shr Avery Dennison P 2019-01-07 2021-03-15
8 shr Avery Dennison P 2020-06-04 2021-12-08
33 shr Bank of America P 2018-02-01 2021-03-15
48 shr Bank of America P 2018-02-01 2021-12-08
10SHR Berkshire Hathaway INC DEL CL B P 2020-01-01 2021-03-15
8shr Best Buy Co P 2019-04-25 2021-03-15
17shr Chevron Texaco Corp P 2017-03-08 2021-03-15
96 shr Chevron Texaco Corp P 2017-03-08 2021-09-21
20shr Church and Dwight INC P 2019-04-25 2021-03-15
104shr Church and Dwight Inc P 2020-01-01 2021-09-21
11 shr Costco Whsl Corp P 2020-01-01 2021-03-15
4shr Cosyco hsl corp P 2020-06-04 2021-12-08
56shr Danaher P 2020-01-01 2021-03-03
4shr Danaher P 2015-07-16 2021-03-15
12shr Danaher P 2015-04-16 2021-04-28
8shr Disney Walt P 2016-02-16 2021-03-15
63 shr Disney Walt P 2016-02-16 2021-06-22
708.204shr DODGE AND COX INCOME FUND P 2020-01-01 2021-04-07
10SHR DOLLAR GENERAL CORP P 2020-01-16 2021-03-15
60SHR ECOLAB P 2020-01-01 2021-08-09
37SHR EDWARDS LIFESCIENCES GROUP P 2018-11-02 2021-03-15
15SHR EDWAEDS LIFESCIENCES CORP P 2020-06-04 2021-12-08
7SHR FACEBOOK INC A P 2018-02-01 2021-03-15
6SHR FACEBOOK INC A P 2018-02-01 2021-12-08
32SHR FASTENAL CO COM P 2020-06-15 2021-12-08
97 SHR FISERV INC WISCONSIN P 2020-01-01 2021-02-03
7SHR HOME DEPOT INC P 2020-06-04 2021-12-08
13 SHR HONEYWELL INTL INC P 2020-01-01 2021-03-15
24 SHR HONEYWELL INTL INV P 2016-02-16 2021-03-29
10SHR ILLINOIS TOOL WORKS P 2018-08-08 2021-03-15
9SHR ILLINOIS TOOL WORKS P 2020-06-04 2021-12-08
236.43 SHR INVESCO OPPENHEIMER DEVELOPING MARKETS R6 #7038 P 2020-01-01 2021-03-15
20SHR ishares biotechnology etf P 2018-08-08 2021-03-15
94SHR ishares biotechnology etf P 2020-01-01 2021-12-29
2SHR JP MORGAN CHASER AND CO P 2019-01-07 2021-03-15
8SHR JP MORGAN CHASE AND CO P 2020-06-04 2021-12-08
22SHR JOHNSON AND JOHNSON P 2020-01-01 2021-03-15
2036.06SHR JP MORGAN CORE BOND SELECT P 2020-02-21 2021-04-27
14SHE LAMB AND WESTON P 2020-02-21 2021-03-15
98SHR LAMB AND WESTON P 2020-01-01 2021-05-24
34SHR MICROSOFT CORP P 2013-01-15 2021-01-21
34SHR MICROSOFT CORP P 2013-01-15 2021-03-15
25SHR MICROSOFT CORP P 2020-06-04 2021-06-07
10SHR MICROSOFT CORP P 2020-06-04 2021-12-08
18shr MSCI inc P 2019-04-25 2021-03-15
3shr MSCI INC P 2020-06-04 2021-12-08
20 NRG ENERGY INC NEW P 2019-01-07 2021-03-15
160 NRG ENERGY INC NEW P 2019-01-07 2021-03-29
43 NEXTERA ENERGY INC P 2020-01-01 2021-03-15
22SHR NEXTERA ENERGY INC P 2020-06-04 2021-12-08
11 NIKE CLASS B P 2019-04-25 2021-03-15
30 NIKE CLASS B P 2020-01-01 2021-06-07
1142.03 OAKMARK INSTITUTIONAL #2886 P 2015-07-22 2021-03-15
19SHR PEPSICO P 2020-01-01 2021-03-15
52SHR PEPSICO P 2020-01-01 2021-03-29
240.376SHR PIMCO HIGH YIELD P 2019-09-11 2021-04-27
1664.581SHR PIMCO ONVESTMENT GRADE CORP BD INSTL#56 P 2019-09-11 2021-04-27
2554.025SHR PIMCO TOTAL RETURN PORTFOLIO P 2020-02-21 2021-04-27
143.471 Shrs Principal Midcap R-6#4268 P 2015-07-22 2021-03-15
36SHR PROGRESSIVE CORP P 2019-09-16 2021-03-15
76.355 T ROWE PRICE INTERNATIONAL DISCOVER #436 P 2018-02-01 2021-03-15
13SHR TEXAS INSTRUMENT P 2018-08-08 2021-03-15
10SHR TEXAS INSTRUMENT P 2020-01-01 2021-12-08
1429.698SHR THE INTERNATIONAL EQUITY FUND P 2020-02-24 2021-03-15
8SHR THERMO ELECTRON P 2012-04-27 2021-03-15
3SHR THERMO ELECTRON P 2020-06-04 2021-12-08
53SHR TJX COS INC NEW P 2019-04-25 2021-01-21
133SHR TJX COS INC NEW P 2020-01-01 2021-03-15
10SHR TRANE TECHNOLOGIES PLC P 2020-06-04 2021-12-08
9SHR UNION PACIFIC P 2019-01-07 2021-03-15
11SHR UNITED HEALTH GROUP P 2013-01-15 2021-03-15
5SHR UNITED HEALTH GRUOP P 2020-06-04 2021-12-08
1979.944SHR VANGAURD MORTGAGE BACKED SEC IDX ADM #1948 P 2020-06-23 2021-06-24
15SHR VERIZON COMMUNICATIONS P 2020-01-01 2021-03-15
135SHR VERIZON COMMUNICATIONS P 2019-04-25 2021-11-09
10SHR VISA INC CLASS A SHARES P 2016-02-16 2021-03-15
10SHR VISA INC CLASS A SHARES P 2020-01-01 2021-12-08
15SHR ZOETIS INC P 2019-01-07 2021-03-15
30SHR ZOETIS INC P 2019-01-07 2021-04-18
9SHR ZOETIS INC P 2020-06-04 2021-12-08
1SHR ALPHABET INC CL C P 2010-06-22 2021-03-15
2SHR ALPHABET INC CL C P 2010-06-22 2021-12-08
62SHR APPLE COMPUTER INC P 2006-03-22 2021-01-21
69SHR APPLE COMPUTER INC P 2006-03-22 2021-03-15
27SHR APPLE COMPUTER INC P 2006-03-22 2021-06-07
25SHR APPLE COMPUTER INC P 2006-03-22 2021-12-08
6SHR HOME DEPOT P 2002-08-09 2021-03-15
14SHR JPMORGAN CHASE CO P 2008-10-17 2021-03-15
6SHR JP MORGAN CHASE AND CO P 2008-10-17 2021-12-08
33SHR MCDONALDS P 2009-02-17 2021-03-15
Capital Gain Distributions P 2020-07-01 2021-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,587 0 947 640
b 2,404 0 1,804 600
c 1,464 0 1,217 247
d 1,349 0 1,248 101
e 2,233 0 1,622 611
857 0 882 -25
1,042 0 1,123 -81
1,148 0 1,129 19
966 0 791 175
8,084 0 8,475 -391
78,134 0 76,993 1,141
1,095 0 966 129
1,885 0 1,526 359
3,194 0 1,365 1,829
2,458 0 2,220 238
4,143 0 4,205 -62
7,671 0 7,693 -22
1,162 0 1,198 -36
6,329 0 1,629 4,700
1,176 0 302 874
3,028 0 755 2,273
9,566 0 4,435 5,131
2,241 0 947 1,294
2,224 0 1,338 886
3,247 0 1,920 1,327
85,818 0 75,713 10,105
2,052 0 1,252 800
6,134 0 3,777 2,357
902 0 578 324
2,107 0 1,383 724
3,016 0 1,933 1,083
3,108 0 1,551 1,557
1,726 0 948 778
1,236 0 1,067 169
2,123 0 1,551 572
2,539 0 1,851 688
909 0 593 316
1,871 0 1,877 -6
9,154 0 10,597 -1,443
1,647 0 1,472 175
8,749 0 7,164 1,585
3,617 0 2,169 1,448
2,117 0 1,244 873
12,343 0 4,449 7,894
867 0 268 599
3,086 0 805 2,281
1,565 0 735 830
10,957 0 5,790 5,167
10,085 0 10,106 -21
1,939 0 1,584 355
13,132 0 6,596 6,536
2,995 0 1,885 1,110
1,784 0 1,065 719
1,910 0 1,364 546
1,990 0 1,169 821
2,007 0 1,297 710
10,713 0 5,876 4,837
2,875 0 1,735 1,140
2,804 0 1,780 1,024
5,250 0 2,393 2,857
2,185 0 1,400 785
2,163 0 1,601 562
13,207 0 9,517 3,690
3,130 0 2,352 778
14,282 0 10,981 3,301
309 0 202 107
1,290 0 853 437
3,515 0 2,377 1,138
24,351 0 24,697 -346
1,156 0 1,332 -176
7,889 0 7,349 540
7,683 0 927 6,756
7,940 0 927 7,013
6,318 0 4,567 1,751
3,328 0 1,827 1,501
7,518 0 4,010 3,508
1,932 0 936 996
877 0 791 86
6,062 0 6,331 -269
3,231 0 1,450 1,781
1,989 0 1,376 613
1,587 0 972 615
4,019 0 2,614 1,405
32,799 0 28,433 4,366
2,517 0 2,280 237
7,520 0 5,272 2,248
2,173 0 2,149 24
18,028 0 18,011 17
26,281 0 27,022 -741
5,420 0 3,345 2,075
3,348 0 2,649 699
7,210 0 5,805 1,405
2,261 0 1,513 748
1,961 0 1,258 703
24,648 0 18,600 6,048
3,611 0 440 3,171
1,909 0 1,043 866
3,615 0 2,923 692
8,986 0 2,722 6,264
2,009 0 954 1,055
1,904 0 1,249 655
3,874 0 592 3,282
2,342 0 1,477 865
42,212 0 43,044 -832
830 0 858 -28
7,049 0 7,606 -557
2,222 0 706 1,516
2,088 0 1,816 272
2,316 0 1,282 1,034
5,138 0 2,564 2,574
2,060 0 1,259 801
2,052 0 245 1,807
5,925 0 490 5,435
8,490 0 137 8,353
8,521 0 152 8,369
3,393 0 60 3,333
4,355 0 55 4,300
1,664 0 168 1,496
2,165 0 571 1,594
968 0 245 723
7,227 0 1,841 5,386
91,766 0 0 91,766
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a 0 0 0 640
b 0 0 0 600
c 0 0 0 247
d 0 0 0 101
e 0 0 0 611
0 0 0 -25
0 0 0 -81
0 0 0 19
0 0 0 175
0 0 0 -391
0 0 0 1,141
0 0 0 129
0 0 0 359
0 0 0 1,829
0 0 0 238
0 0 0 -62
0 0 0 -22
0 0 0 -36
0 0 0 4,700
0 0 0 874
0 0 0 2,273
0 0 0 5,131
0 0 0 1,294
0 0 0 886
0 0 0 1,327
0 0 0 10,105
0 0 0 800
0 0 0 2,357
0 0 0 324
0 0 0 724
0 0 0 1,083
0 0 0 1,557
0 0 0 778
0 0 0 169
0 0 0 572
0 0 0 688
0 0 0 316
0 0 0 -6
0 0 0 -1,443
0 0 0 175
0 0 0 1,585
0 0 0 1,448
0 0 0 873
0 0 0 7,894
0 0 0 599
0 0 0 2,281
0 0 0 830
0 0 0 5,167
0 0 0 -21
0 0 0 355
0 0 0 6,536
0 0 0 1,110
0 0 0 719
0 0 0 546
0 0 0 821
0 0 0 710
0 0 0 4,837
0 0 0 1,140
0 0 0 1,024
0 0 0 2,857
0 0 0 785
0 0 0 562
0 0 0 3,690
0 0 0 778
0 0 0 3,301
0 0 0 107
0 0 0 437
0 0 0 1,138
0 0 0 -346
0 0 0 -176
0 0 0 540
0 0 0 6,756
0 0 0 7,013
0 0 0 1,751
0 0 0 1,501
0 0 0 3,508
0 0 0 996
0 0 0 86
0 0 0 -269
0 0 0 1,781
0 0 0 613
0 0 0 615
0 0 0 1,405
0 0 0 4,366
0 0 0 237
0 0 0 2,248
0 0 0 24
0 0 0 17
0 0 0 -741
0 0 0 2,075
0 0 0 699
0 0 0 1,405
0 0 0 748
0 0 0 703
0 0 0 6,048
0 0 0 3,171
0 0 0 866
0 0 0 692
0 0 0 6,264
0 0 0 1,055
0 0 0 655
0 0 0 3,282
0 0 0 865
0 0 0 -832
0 0 0 -28
0 0 0 -557
0 0 0 1,516
0 0 0 272
0 0 0 1,034
0 0 0 2,574
0 0 0 801
0 0 0 1,807
0 0 0 5,435
0 0 0 8,353
0 0 0 8,369
0 0 0 3,333
0 0 0 4,300
0 0 0 1,496
0 0 0 1,594
0 0 0 723
0 0 0 5,386
0 0 0 91,766
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 2 290,060
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 5,472
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 4,238
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 4,238
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 18,271
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment: -18271 7 18,271
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 14,033
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet14,033 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)
    bulletME
    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 ofbulletPaul Rausch CPA Telephone no.bullet (207) 774-2635

    Located atbulletPO Box 426 One Canal PlazaPortlandME ZIP+4bullet04112
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
     
    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
    Robert Woodward Pres.
    1.00     		100 0 0
    4230 Oakhurst Cir E
    Sarasota,FL34233
    Stephen G Woodward 1st VP
    1.00     		100 0 0
    208 Lufkin Road
    North Yarmouth,ME04097
    Paul H Rausch Treasurer
    2.00     		1,300 0 0
    PO Box 175
    Oxford,ME04270
    Deanna Woodward Trustee
    1.00     		100 0 0
    4230 Oakhurst Cir E
    Sarasota,FL34233
    Robert Aranson MD Trustee
    1.00     		100 0 0
    20 Lookout Drive
    Freeport,ME04032
    Tina Jennings Trustee
    1.00     		100 0 0
    208 Lufkin Road
    North Yarmouth,ME04097
    Rev Anita White Trustee
    1.00     		100 0 0
    15 Forest Ave
    Auburn,ME04210
    Samuel Woodward Trustee
    1.00     		100 0 0
    912 Roosevelt Trail Apt 8
    Windham,ME04062
    John R Opperman Esq Trustee
    1.00     		100 0 0
    25 Woodmont Street
    Portland,ME04102
    Heidi Farber Trustee
    1.00     		100 0 0
    70 Chenery Street
    Portland,ME04103
    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.........................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
    3,511,903
    b
    Average of monthly cash balances.......................
    1b
    167,448
    c
    Fair market value of all other assets (see instructions)................
    1c
    250
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,679,601
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    3,679,601
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    55,194
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    3,624,407
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    181,220
    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
    181,220
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    4,238
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,238
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    176,982
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    176,982
    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
    176,982
    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 7 176,982
    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...... 15,820
    b From 2017...... 1
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 15,821
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 191,820
    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)........     		0
    d Applied to 2021 distributable amount..... 176,982
    e Remaining amount distributed out of corpus 14,838
    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 30,659
    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......     		 
    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) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		15,820
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		14,839
    10 Analysis of line 9:
    a Excess from 2017.... 1
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 14,838
    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).)
    None
    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.
    None
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Paul Rausch co Perkins Thompson
    One Canal Plaza
    Portland,ME04101
    (207) 774-2635
    bThe form in which applications should be submitted and information and materials they should include:
    See attached schedule
    cAny submission deadlines:
    There are no submission deadlines
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    See attached schedule
    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
    Good Shepherd Food Bank
    PO Box 1807
    Auburn,ME04211     		  Exempt Community Healthand HungerProgram 5,000
    University of Southern Maine
    96 Falmouth Street
    Portland,ME04103     		  Exempt Scholarship Program 54,000
    Gould Academy
    39 Church Street
    Bethel,ME04217     		  Exempt ScholarshipProgram 9,000
    Community Dental
    190 Park Avenue
    Portland,ME04102     		  Exempt Low-IncomeOral Health AccessProgram 4,000
    Hebron Academy
    PO Box 309
    Hebron,ME04238     		  Exempt Scholarship 9,000
    Furniture Friends
    PO Box 631
    Westbrook,ME04098     		  Exempt A Bed forEveryone 2,500
    Hospice of Southern Maine
    390 US Route One
    Scarborough,ME04074     		  Exempt Volunteers:Mission CriticalProject 5,000
    Jewish Community Alliance of So ME
    1342 Congress Street
    Portland,ME04101     		  Exempt Jewish FamilyDiaper Bank 3,000
    MCH Inc
    46 Summer Street
    Rockland,ME04841     		  Exempt Meals on Wheels 4,000
    Bangor Humane Society
    693 Mt Hope Avenue
    Bangor,ME04401     		  Exempt Low-IncomeSpay/NeuterVoucher Program 2,000
    Bangor Region YMCA
    17 2nd Street
    Bangor,ME04401     		  Exempt Food For Campersat Camp Jordan 2,000
    Big Brothers & Big Sisters of Southern Maine
    PO Box 123
    Westbrook,ME04098     		  Exempt Mentors for Maine Children andYouth Program 2,500
    Jobs For Maines Graduates Inc
    65 Stone Street
    Augusta,ME04330     		  Exempt Financial LiteracyProject 1,500
    Mid-Coast Recovering Coalition
    PO Box 1002
    Camden,ME04843     		  Exempt RecoveryResidencesProject 4,000
    Midcoast Hunger Prevention Program
    12 Tenney Way
    Brunswick,ME04011     		  Exempt Food Pantry 2,500
    Pine Tree Legal Assistance
    PO Box 547
    Portland,ME04112     		  Exempt ProtectingMaine Families 2,000
    Ronald McDonald House Charities of Maine
    250 Brackett Street
    Portland,ME04102     		  Exempt Keeping FamiliesTogether 5,000
    Sailing Ships Maine
    PO Box 517
    Portland,ME04112     		  Exempt SummerScholarshipProgram 3,000
    Agassiz Village
    71 Agassiz Camp Road
    Poland,ME04274     		  Exempt Summer CampProgram Improvement andExpansion for Maine Youth 3,000
    Denmark Arts Center
    50 West Main Street
    Denmark,ME04022     		  Exempt Fire Safety Through Lightsand an investment inSound Project 1,000
    Tear Cap Workshops
    22 Hampshire Street
    Hiram,ME04041     		  Exempt Rent-a-BenchProgram 1,000
    Kids Free To Grow
    57 Portland Road Unit 4
    Portland,ME04043     		  Exempt HealthyRelationshipsProject 1,000
    Trekkers
    325 Old County Road
    Rockland,ME04841     		  Exempt StudentLeadershipProgram 2,500
    Avesta Housing Development Corp
    307 Cumberland Avenue
    Portland,ME04101     		  Exempt Homeless toHousing SupportWorker 5,000
    Lubec Community Outreach Center
    PO Box 44
    Lubec,ME04652     		  Exempt Exploring ourWorld Project 2,500
    Locker Project
    PO Box 3134
    Portland,ME04104     		  Exempt Summer 2021Fresh FoodEvents 2,000
    The LifeFlight Foundation
    PO Box 899
    Camden,ME04843     		  Exempt LifeFlight:Next Generation Medical Helicopters 5,000
    Southern Maine Astronomers
    179 Neptune Drive Suite 300
    Brunswick,ME04011     		  Exempt Outreach-BuildingCollaborations, BuildingSustainability 1,250
    Eastern Area Agency on Aging
    240 State Street
    Brewer,ME04412     		  Exempt Durgin CenterKitchenEquipment 1,070
    YMCA of Auburn-Lewiston
    62 Turner Street
    Auburn,ME04210     		  Exempt Bikes forTikes Project 3,106
    Common Threads of Maine
    90 Bridge Street Suite 305
    Westbrook,ME04092     		  Exempt MaineSewing School 2,750
    Elder Abuse Institute of Maine
    135 Maine Street Suite A 152
    Brunswick,ME04011     		  Exempt WarmlineCoaching Service 2,000
    The Center for Entrepreneurial Studies
    156 Main Street
    Farmington,ME04938     		  Exempt CES Makerspace 1,000
    Oasis Free Clinics
    66 Baribeau Drive Suite 5B Box 1
    Brunswick,ME04011     		  Exempt Improving Provider-Patient Communications for Non-Native English Speakers Project 4,000
    Rise Center at the University of Maine
    5727 Estabrooke Hall 118
    Orono,ME04469     		  Exempt Maine STEMPartnershipProject 2,000
    Palaver Strings
    45 Exchange Street 300 E
    Portland,ME04101     		  Exempt Early ChildhoodMusic Program 1,500
    Animal Welfare Society Inc
    46 Holland Road
    Kennebunk,ME04043     		  Exempt Healthy Pets,Healthy CommunitiesProject 4,000
    Friends of Baxter State Park
    PO Box 322
    Belfast,ME04915     		  Exempt Engaging Youthas Environmental Stewardsin the Katahdin Region 3,000
    The Ecology School
    184 Simpson Road
    Saco,ME04072     		  Exempt EcosySTEM ProgrammingBenefitting UnderservedStudents Project 1,000
    Maine Farmland Trust
    97 Main Street
    Belfast,ME04915     		  Exempt Farm FreshRewards Project 5,000
    Francis Malcolm Science Center Inc
    PO Box 186
    Easton,ME04740     		  Exempt Enriching ScienceEducation 2,500
    Maine Humanities Council
    647 Brighton Avenue
    Portland,ME04102     		  Exempt Facilitator Mentorshipand TrainingProgram 1,500
    Trinity Jubilee Center
    247 Bates Street
    Lewiston,ME04240     		  Exempt RefugeeIntegrationProgram 3,000
    AIO Food and Energy Assistance
    PO Box 113
    Rockland,ME04841     		  Exempt Good ShepherdAIO Weekend MealProgram 2,000
    No Limits Foundation
    265 Centre Road
    Wales,ME04280     		  Exempt Maine basedScholarship forCamp No Limits Maine 3,000
    Total .................................bullet 3a 186,676
    bApproved for future payment
    Total .................................bullet 3b  
    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 ............     		    14 437,093  
    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) ..   484,426  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    484,426
    (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:  
    Part VI Line 7 -Original Return Overpayment: -18,271


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    Simmons Foundation - PerkinsThompson
    EIN:
    01-0277832
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Martin Associates, P.A. Accounting 2,995 1,498   1,497

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    Simmons Foundation - PerkinsThompson
    EIN:
    01-0277832
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Realized gains and losses on investments   Purchased 2021-12   862,635 572,575     290,060  
    Unrealized gains and losses on investments   Purchased 2021-12   147,033       147,033  

    TY 2021 GeneralExplanationAttachment
    Name:
    Simmons Foundation - PerkinsThompson
    EIN:
    01-0277832
    Identifier Return Reference Explanation
      Part XV Line 2 Line 2bLine 2bLine 2bLine 2bLine 2bLine 2bLine 2bLine 2bLine 2bLine 2bLine 2bLine 2bLine 2bLine 2b

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    Simmons Foundation - PerkinsThompson
    EIN:
    01-0277832
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Dodge & Cox Income #147 9,335.365 Shrs 131,255 131,255
    JP Morgan Core Bond Select #3720 25,834.784 Shrs 305,109 305,109
    Pimco Total Return Instl #35 32,056.478 Shrs 329,220 329,220
    Pimco High Yield Instl #108 2,775.528 Shrs 25,063 25,063
    Pimco Investment Grade Corp Bd Instl #56 18,503.999 Shrs 197,808 197,808

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Simmons Foundation - PerkinsThompson
    EIN:
    01-0277832
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Alphabet Inc Cl C 5 shrs 14,468 14,468
    Alphabet Inc Cl A 9 shrs 26,073 26,073
    Electronic Arts Inc 76 shrs 10,024 10,024
    Facebook Inc A 59 shrs 19,845 19,845
    Amazon Com Inc 9 shrs 30,009 30,009
    Best Buy Co 103 shrs 10,465 10,465
    Borg Warner Inc 223 shrs 10,051 10,051
    Dollar General Corp 51 shrs 12,027 12,027
    Home Depot Inc 66 shrs 27,391 27,391
    Nike Inc Cl B 78 shrs 13,000 13,000
    O Reilly Automotive Inc New 24 shrs 16,950 16,950
    Whirlpool Corp 49 shrs 11,498 11,498
    Costco Whsl Corp New 41 shrs 23,276 23,276
    Ingredion Inc 131 shrs 12,660 12,660
    Lauder Estee Cos Inc Cl A 46 shrs 17,029 17,029
    Conocophillips 219 shrs 15,807 15,807
    Oneok Inc New 123 shrs 7,227 7,227
    Aon PLC 50 shrs 15,028 15,028
    Ameriprise Finl Inc 44 shrs 13,273 13,273
    Bank Of America Corp 318 shrs 14,148 14,148
    Bershire Hathaway Inc Del Cl B 46 shrs 13,754 13,754
    JPMorgan Chase & Co 119 shrs 18,844 18,844
    MSCI Inc 26 shrs 15,930 15,930
    Marsh & McLennan Cos Inc 66 shrs 11,472 11,472
    Nasdaq Inc 73 shrs 15,331 15,331
    Progressive Corp 109 shrs 11,189 11,189
    SPDR Series Trust Kbw Regn ETF 109 shrs 14,241 14,241
    Danaher Corp 41 shrs 13,489 13,489
    Edwards Lifesciences Corp 129 shrs 16,712 16,712
    Idexx Labs Inc 17 shrs 11,194 11,194
    Johnson & Johnson Inc 67 shrs 11,462 11,462
    McKesson Corporation 63 shrs 15,660 15,660
    Thermo Fisher Scientific Inc 36 shrs 24,021 24,021
    Unitedhealth Group Inc 45 shrs 22,596 22,596
    Zoetis Inc 79 shrs 19,278 19,278
    Trane Technologies PLC 80 shrs 16,162 16,162
    Dover Corp 86 shrs 15,618 15,618
    Expeditors Intl Wash Inc 100 shrs 13,429 13,429
    Fastenal Co 216 shrs 13,837 13,837
    Honeywell Intl Inc 73 shrs 15,221 15,221
    Illinois Tool Works 61 shrs 15,055 15,055
    Union Pacific Corp 67 shrs 16,879 16,879
    Accenture PLC Ireland Class A 46 shrs 19,069 19,069
    Adobe Inc 32 shrs 18,146 18,146
    Apple Inc 297 shrs 52,738 52,738
    Applied Materials Inc 78 shrs 12,274 12,274
    Intuit Inc 22 shrs 14,151 14,151
    L A M Resh Corp 15 shrs 10,787 10,787
    Microsoft Corp 140 shrs 47,085 47,085
    Nvidia Corp 62 shrs 18,235 18,235
    Paypal Holdings Inc 56 shrs 10,560 10,560
    Qorvo Inc 87 shrs 13,606 13,606
    Texas Instruments 86 shrs 16,208 16,208
    Visa Inc Class A Shares 89 shrs 19,287 19,287
    Avery Dennison Corp 81 shrs 17,542 17,542
    Celanese Corp Del Ser A 90 shrs 15,125 15,125
    Lamar Advertising Co Class A REIT 104 shrs 12,615 12,615
    Nextera Energy Inc 203 shrs 18,952 18,952
    Invesco Oppenheimer Developing Mkts 4818.32 shrs 226,461 226,461
    The International Equity Fund K 8032.11 shrs 123,374 123,374
    Fidelity Small Cap Discovery 9701.234 shrs 297,343 297,343
    Oakmark International Institutional #2886 3487.351 shrs 97,786 97,786
    iShares S&P Mid-Cap 400 Value ETF 1789 shrs 198,007 198,007
    MFS Value I #893 4986.323 shrs 272,652 272,652
    Principal Midcap R-6#4268 4975.192 shrs 208,212 208,212
    T. Rowe Price International Discover #436 332.519 shrs 28,018 28,018
    Allspring Premier Lg Company Growth Fund #4123 6466.019 shrs 108,435 108,435
    Cohen & Steers Inst Realty Shares 979.051 shrs 57,940 57,940

    TY 2021 LandEtcSchedule2
    Name:
    Simmons Foundation - PerkinsThompson
    EIN:
    01-0277832
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Equipment 3,848 3,598 250  


    TY 2021 LegalFeesSchedule
    Name:
    Simmons Foundation - PerkinsThompson
    EIN:
    01-0277832
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Perkins Thompson Legal 5,085 2,542   2,543


    TY 2021 OtherAssetsSchedule
    Name:
    Simmons Foundation - PerkinsThompson
    EIN:
    01-0277832
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Accrued investment income 1,552 1,889 1,889
    Tax refund 7,271 14,033 14,033


    TY 2021 OtherExpensesSchedule
    Name:
    Simmons Foundation - PerkinsThompson
    EIN:
    01-0277832
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Office expense 9 5   4


    TY 2021 OtherLiabilitiesSchedule
    Name:
    Simmons Foundation - PerkinsThompson
    EIN:
    01-0277832
    Description Beginning of Year - Book Value End of Year - Book Value
    Deferred excise tax 10,179 12,126


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Simmons Foundation - PerkinsThompson
    EIN:
    01-0277832
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Peoples United Bank Investment fees 27,390      


    TY 2021 TaxesSchedule
    Name:
    Simmons Foundation - PerkinsThompson
    EIN:
    01-0277832
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise tax 6,221