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
JOSEPHINE AND LOUISE CRANE FOUNDATION
C/O CAMERON K MACKEY
Number and street (or P.O. box number if mail is not delivered to street address)220 MAIN STREET SUITE 202
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FALMOUTH, MA02540
A Employer identification number

20-8970284
B Telephone number (see instructions)

(518) 548-1155
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$104,590,732J 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... 1,610,023 2,023,213  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,776,705
b Gross sales price for all assets on line 6a 11,715,256
7 Capital gain net income (from Part IV, line 2)... 8,418,732
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,447,261 226,710 0
12 Total. Add lines 1 through 11........ 10,833,989 10,668,655 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 14,000 7,000 0 0
c Other professional fees (attach schedule).... Click to see attachment 359,508 526,104 0 0
17 Interest...............   25,916    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 70,922 63,102 0 250
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 11,872 73 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 456,302 622,195 0 250
25 Contributions, gifts, grants paid....... 4,708,000 4,708,000
26 Total expenses and disbursements. Add lines 24 and 25 5,164,302 622,195 0 4,708,250
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,669,687
b Net investment income (if negative, enter -0-) 10,046,460
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 6,190,285 9,407,648 9,407,648
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 33,769,550 Click to see attachment35,413,927 80,931,827
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,949,521 Click to see attachment5,772,468 14,251,257
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) 44,909,356 50,594,043 104,590,732
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) Click to see attachment0 Click to see attachment15,000
23 Total liabilities (add lines 17 through 22)......... 0 15,000
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........... 44,909,356 50,579,043
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)..... 44,909,356 50,579,043
30 Total liabilities and net assets/fund balances (see instructions). 44,909,356 50,594,043
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
44,909,356
2
Enter amount from Part I, line 27a .....................
2
5,669,687
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
50,579,043
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
50,579,043
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 FIDELITY CAPITAL MANAGEMENT - LONG TERM P    
b FIDELITY CAPITAL MANAGEMENT P    
c CUSTODY ACCOUNT 72-033-01-8 | CAPE COD P    
d TD WEALTH MANAGEMENT - LONG TERM P    
e TRUEBRIDGE CAPITAL PARTNERS FUND V (CAYMAN) P    
RCP FUND IX, LP P    
RCP FUND X LP P    
TD WEALTH MANAGEMENT - SHORT TERM P    
AMPERSAND CF LIMITED PARTNERSHIP P    
AW JONES ASSOCIATES LP P    
CORE PRIVATE EQUITY FUND, LP P    
DAVIS INVESTMENT VENTURES FUND IV-A, LP P    
IVY REALTY FUND IV, LP P    
DAVIS INVESTMENT VENTURES FUND II-A, LP P    
TD WEALTH MANAGEMENT P    
WV AIV II (DAVEX), LLC P    
KAYNE ANDERSON ENERGY FUND VI LP P    
WESTVIEW CAPITAL PARTNERS II, LP P    
KAYNE ANDERSON ENERGY FUND VIII, L.P. P    
MONITOR VENTURE PARTNERS I, LP P    
MONITOR VENTURE PARTNERS I-A, LP P    
KAYNE ANDERSON ENERGY FUND VII, L.P. P    
TRUEBRIDGE-KAUFFMAN FELLOWS ENDOWMENT FUND III, LP 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 6,864,878   1,729,234 5,135,644
b 1,752,559     1,752,559
c 1,278,635   969,093 309,542
d 784,291   421,854 362,437
e 146,548     146,548
126,233     126,233
116,341     116,341
108,827   100,109 8,718
95,723     95,723
56,751     56,751
50,475     50,475
40,280     40,280
3,379     3,379
3,144     3,144
397     397
    581 -581
18,456     18,456
    25,983 -25,983
    8,656 -8,656
    715 -715
    1,335 -1,335
    38,964 -38,964
268,339     268,339
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       5,135,644
b       1,752,559
c       309,542
d       362,437
e       146,548
      126,233
      116,341
      8,718
      95,723
      56,751
      50,475
      40,280
      3,379
      3,144
      397
      -581
      18,456
      -25,983
      -8,656
      -715
      -1,335
      -38,964
      268,339
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 8,418,732
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 8,718
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........................... 3 139,646
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- ..... 5 139,646
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 51,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 51,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 88,646
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 ofbulletCAMERON K MACKEY TREASURER Telephone no.bullet (508) 548-1155

    Located atbullet220 MAIN STREET SUITE 202FALMOUTHMA ZIP+4bullet02540
    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
    Yes
     
    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
     
    No
    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
    JOSEPHINE GREENE DIRECTOR, PRESIDENT
    1.00     		0 0 0
    220 MAIN STREET SUITE 202
    FALMOUTH,MA02540
    WINNIE CRANE MACKEY DIRECTOR, VP
    1.00     		0 0 0
    220 MAIN STREET SUITE 202
    FALMOUTH,MA02540
    WILLIAM K MACKEY DIRECTOR/TREASURER/SECRETARY
    1.00     		0 0 0
    220 MAIN STREET SUITE 202
    FALMOUTH,MA02540
    CAMERON K MACKEY TREASURER/CLERK
    1.00     		0 0 0
    220 MAIN STREET SUITE 202
    FALMOUTH,MA02540
    WINNIE GREENE DIRECTOR
    1.00     		0 0 0
    220 MAIN STREET SUITE 202
    FALMOUTH,MA02540
    AMY L GREENE DIRECTOR
    1.00     		0 0 0
    220 MAIN STREET SUITE 202
    FALMOUTH,MA02540
    WILLIAM T MACKEY DIRECTOR
    1.00     		0 0 0
    220 MAIN STREET SUITE 202
    FALMOUTH,MA02540
    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
    BALLENTINE PARTNERS INVEST MGMT 237,929
    PO BOX 28019
    ALBUQUERQUE,NM871258019
    TD BANKNORTH CUSTODIAN 100,178
    495 STATION AVENUE
    S YARMOUTH,MA02664
    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
    44,993,457
    b
    Average of monthly cash balances.......................
    1b
    7,662,264
    c
    Fair market value of all other assets (see instructions)................
    1c
    48,512,060
    d
    Total (add lines 1a, b, and c).........................
    1d
    101,167,781
    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
    101,167,781
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,517,517
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    99,650,264
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,982,513
    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
    4,982,513
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    139,646
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    130,655
    c
    Add lines 2a and 2b............................
    2c
    270,301
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,712,212
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,712,212
    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
    4,712,212
    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 4,712,212
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,794,958
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 4,708,250
    a Applied to 2020, but not more than line 2a 1,794,958
    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..... 2,913,292
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		1,798,920
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    THE 300 COMMITTEE LAND TRUST INC
    157 LOCUST STREET
    FALMOUTH,MA02540     		NONE PC UNRESTRICTED 50,000
    18 DEGREES INC
    480 WEST STREET
    PITTSFIELD,MA01201     		NONE PC UNRESTRICTED 105,000
    ACLU OF GEORGIA
    1100 SPRING ST NW SUITE 640
    ATLANTA,GA30309     		NONE PC UNRESTRICTED 5,000
    AL OTRO LADO
    511 E SAN YSIDRO BLVD 333
    SAN YSIDRO,CA92173     		NONE PC UNRESTRICTED 5,000
    THE ALASKA WILDERNESS LEAGUE
    122 C ST NW SUITE 240
    WASHINGTON,DC20001     		NONE PC UNRESTRICTED 35,000
    ALTERNATIVES FOR COMMUNITY AND ENVIRONMENT INC
    2201 WASHINGTON ST
    ROXBURY,MA02119     		NONE PC UNRESTRICTED 25,000
    BERKSHIRE AGRICULTERAL VENTURES INC
    314 MAIN ST SUITE 11
    GREAT BARRINGTON,MA01230     		NONE PC UNRESTRICTED 15,000
    BERKSHIRE BLACK ECONOMIC COUNCIL INC
    PO BOX 461
    PITTSFIELD,MA01202     		NONE PC UNRESTRICTED 20,000
    BERKSHIRE COUNTY HISTORICAL SOCIETY INC
    780 HOLMES RD
    PITTSFIELD,MA01201     		NONE PC UNRESTRICTED 15,000
    BERKSHIRE GROWN INC
    PO BOX 983
    GREAT BARRINGTON,MA01230     		NONE PC UNRESTRICTED 15,000
    BERKSHIRE IMMIGRANT CENTER
    67 EAST ST
    PITTSFIELD,MA01201     		NONE PC UNRESTRICTED 20,000
    BERKSHIRE MUSEUM
    39 SOUTH STREET
    PITTSFIELD,MA01201     		NONE PC UNRESTRICTED 50,000
    BERKSHIRE MUSIC SCHOOL INC
    30 WENDELL AVENUE
    PITTSFIELD,MA01201     		NONE PC UNRESTRICTED 30,000
    BERKSHIRE TACONIC COMMUNITY FOUNDATION INC
    PO BOX 400
    SHEFFIELD,MA01257     		NONE PC UNRESTRICTED 10,000
    BERKSHIRE THEATRE GROUP INC
    111 SOUTH STREET
    PITTSFIELD,MA02101     		NONE PC UNRESTRICTED 50,000
    BERKSHIRE UNITED WAY INC
    200 SOUTH STREET
    PITTSFIELD,MA01201     		NONE PC UNRESTRICTED 350,000
    BERKSHIRE BOUNTY INC
    33 COMMONWEALTH AVE
    GREAT BARRINGTON,MA01230     		NONE PC UNRESTRICTED 10,000
    BIKES NOT BOMBS INC
    248 AMORT ST
    JAMAICA PLAIN,MA02130     		NONE PC UNRESTRICTED 15,000
    BOSTON HEALTHCARE FOR THE HOMELESS PROGRAM
    780 ALBANY STREET
    BOSTON,MA02130     		NONE PC UNRESTRICTED 15,000
    BOSTON NEIGHBORHOOD COMMUNITY LAND TRUST
    550 DUDLEY ST
    ROXBURY,MA02118     		NONE PC UNRESTRICTED 25,000
    BOSTON UNIVERSITY CENTER FOR PSYCHIATRIC REHABILITATION
    940 COMMONWEALTH AVENUE WEST
    BOSTON,MA02215     		NONE PC UNRESTRICTED 60,000
    BOSTON WOMEN'S FUND INC
    2 OLIVER ST 8TH FLOOR SUITE 800
    BOSTON,MA02109     		NONE PC UNRESTRICTED 20,000
    BOYS AND GIRLS CLUB OF DORCHESTER INC
    1135 DORCHESTER AVENUE
    DORCHESTER,MA02125     		NONE PC UNRESTRICTED 75,000
    BOYS AND GIRLS CLUB OF THE BERKSHIRES INC
    16 MELVILLE STREET
    PITTSFIELD,MA01201     		NONE PC UNRESTRICTED 200,000
    BRIDGE INC MULTICULTURAL BRIDGE
    17 MAIN ST SUITE B3
    LEE,MA01238     		NONE PC UNRESTRICTED 35,000
    BUZZARDS BAY COALITION INC
    114 FRONT ST
    NEW BEDFORD,MA027407264     		NONE PC UNRESTRICTED 30,000
    CAPE COD COMMUNITY COLLEGE
    2240 IYANNOUGH ROAD
    WEST BARNSTABLE,MA02668     		NONE PC UNRESTRICTED 100,000
    CAPE COD HEALTHCARE FOUNDATION INC
    348C GIFFORD ST
    FALMOUTH,MA02540     		NONE PC UNRESTRICTED 180,000
    THE CENTER FOR ECONOMIC DEMOCRACY INC
    434 MASSACHUSETTS AVE SUITE 201
    BOSTON,MA02118     		NONE PC UNRESTRICTED 110,000
    THE CENTER FOR TEEN EMPOWERMENT INC
    348 WARREN ST
    ROXBURY,MA02119     		NONE PC UNRESTRICTED 20,000
    CENTER BERKSHIRE HABITAT FOR HUMANITY INC
    PO BOX 2717
    PITTSFIELD,MA01201     		NONE PC UNRESTRICTED 35,000
    CHILDREN'S ADVOVACY CENTER OF SUFFOLK COUNTY
    989 COMMONWEALTH AVENUE
    BOSTON,MA02215     		NONE PC UNRESTRICTED 30,000
    CHURCH OF THE MESSAIH
    13 CHURCH ST
    WOODS HOLE,MA02543     		NONE PC UNRESTRICTED 5,000
    CITY LIFEVIDA URBANA
    284 AMORY ST 1ST FLOOR
    JAMACA PLAIN,MA02130     		NONE PC UNRESTRICTED 65,000
    COMMONWEALTH KITCHEN INC
    196 QUINCY ST
    BOSTON,MA02121     		NONE PC UNRESTRICTED 20,000
    COMMUNITY HEALTH CENTER OF CAPE COD INC
    107 COMMERCIAL STREET
    MASHPEE,MA02649     		NONE PC UNRESTRICTED 100,000
    COMMUNITY HEALTH PROGRAMS INCORPORATED
    444 STOCKBRIDGE RD
    GREAT BARRINGTON,MA01230     		NONE PC UNRESTRICTED 30,000
    COMMUNITY LABOR UNITED INC
    8 BEACON ST 5TH FLOOR
    BOSTON,MA02108     		NONE PC UNRESTRICTED 90,000
    CONSTRUCT INC
    316A START ROAD
    GREAT BARRINGTON,MA01230     		NONE PC UNRESTRICTED 50,000
    DUDLEY NEIGHBORS INCORPORATED
    550 DUDLEY ST
    ROXBURY,MA02119     		NONE PC UNRESTRICTED 5,000
    DUFFY HEALTH CENTER INC
    94 MAIN ST
    HYANNIS,MA02601     		NONE PC UNRESTRICTED 10,000
    EQUAL JUSTICE INITATIVE
    122 COMMERCE ST
    MONTGOMERY,AL36104     		NONE PC UNRESTRICTED 45,000
    ELIZABETH FREEMAN CENTER INC
    43 FRANCIS AVE
    PITTSFIELD,MA01201     		NONE PC UNRESTRICTED 75,000
    ENTERPRENEURSHIP FOR ALL INC BERKSHIRE COUNTY E FOR ALL
    437 NORTH STREET
    PITTSFIELD,MA01201     		NONE PC UNRESTRICTED 20,000
    FALMOUTH HOUSING CORPORATION
    704 MAIN STREET
    FALMOUTH,MA02540     		NONE PC UNRESTRICTED 55,000
    FALMOUTH HOUSING TRUST
    PO BOX 465
    FALMOUTH,MA02541     		NONE PC UNRESTRICTED 15,000
    FALMOUTH EDUCATION FOUNDATION INC
    PO BOX 1061
    FALMOUTH,MA02541     		NONE PC UNRESTRICTED 25,000
    FALMOUTH SERVICE CENTER INC
    PO BOX 208
    FALMOUTH,MA02541     		NONE PC UNRESTRICTED 15,000
    FAMILY INDEPENDENCE INITIATIVE
    PO BOX 301764
    JAMAICA PLAIN,MA02130     		NONE PC UNRESTRICTED 35,000
    FLYING CLOUD INSTITUTE INC
    352 MAIN ST SUITE 212
    GREAT BARRINGTON,MA01230     		NONE PC UNRESTRICTED 50,000
    GIRLS ON THE RUN GREATER BOSTON
    89 SOUTH STREET SUITE LLOO
    BOSTON,MA02111     		NONE PC UNRESTRICTED 5,000
    GIVEDIRECTLY INC
    PO BOX 3221
    NEW YORK,NY10008     		NONE PC UNRESTRICTED 25,000
    GLADYS ALLEN BRIGHAM COMMUNITY CENTER INC
    165 EAST ST
    PITTSFIELD,MA01201     		NONE PC UNRESTRICTED 50,000
    GOSNOLD INC
    200 TER HEUN DRIVE
    FALMOUTH,MA02540     		NONE PC UNRESTRICTED 10,000
    GREATER YELLOWSTONE COALITION INC
    215 SOUTH WALLACE AVE
    BOZEMAN,MT597154872     		NONE PC UNRESTRICTED 100,000
    GREENAGERS INC
    PO BOX 157
    SOUTH EGREMOUNT,MA02158     		NONE PC UNRESTRICTED 20,000
    HAYMARKET PEOPLE'S FUND INC
    42 SEAVERNS AVE
    JAMACA PLAIN,MA02130     		NONE PC UNRESTRICTED 75,000
    THE HOLE IN THE WALL GANG FUND INC
    555 LONG WHARF DR
    NEW HAVEN,CT65111     		NONE PC UNRESTRICTED 32,500
    HORIZONS STUDENT ENRICHMENT PROGRAM
    635 FROGTOWN ROAD
    NEW CANAAN,CT06840     		NONE PC UNRESTRICTED 32,500
    HURRICANE ISLAND OUTWARD BOUND SCHOOL
    PO BOX 800
    CAMDEN,ME04843     		NONE PC UNRESTRICTED 50,000
    IMMIGRANT FAMILY SERVICES INSTITUTE
    575 AMERICAN LEGION HIGHWAY
    ROSLINDALE,MA02131     		NONE PC UNRESTRICTED 25,000
    LA COLLABORATIVA INC
    PO BOX 505114
    CHELSEA,MA02150     		NONE PC UNRESTRICTED 50,000
    LAWYERS' FOR CIVIL RIGHTS JUSTICE INC
    61 BATTERMARCH ST 5TH FL
    BOSTON,MA02110     		NONE PC UNRESTRICTED 30,000
    THE LENNY ZAKIM FUND INC
    33 ARCH ST 26TH FL
    BOSTON,MA02110     		NONE PC UNRESTRICTED 40,000
    LITERACY NETWORK OF SOUTH BERKSHIRES INC
    100 MAIN ST
    LEE,MA01238     		NONE PC UNRESTRICTED 20,000
    THE LOUIS D BROWN PEACE INSTITUTE CORP
    15 CHRISTOPHER ST
    DORCHESTER,MA02122     		NONE PC UNRESTRICTED 25,000
    MARGARET FULLER NEIGHBORHOOD HOUSE INC
    71 CHERRY ST
    CAMBRIDGE,MA02139     		NONE PC UNRESRICTED 7,000
    MARINE BIOLOGICAL LABORATORY
    7 MBL STREET
    WOODS HOLE,MA025431015     		NONE PC UNRESTRICTED 25,000
    MASSACHUSETTS AUDUBON SOCIETY INC
    500 WALK HILL ROAD
    MATTAPAN,MA02126     		NONE PC UNRESTRICTED 25,000
    MASSACHUSETTS COMMUNITIES ACTION NETWORK
    14 CUSHING AVE
    DORCHESTER,MA02124     		NONE PC UNRESTRICTED 50,000
    MASSACHUSETTS MARITIME ACADEMY
    101 ACADEMY DRIVE
    BUZZARDS BAY,MA02532     		NONE PC UNRESTRICTED 200,000
    THE MCLEAN HOSPITAL CORPORATION
    115 MILL STREET
    BELMONT,MA02478     		NONE PC UNRESTRICTED 45,000
    MILTON ACADEMY
    170 CENTRE STREET
    MILTON,MA02186     		NONE PC UNRESTRICTED 35,000
    MOVIMIENTO COSECHA SUPPORT NETWORK
    1040 BOND ST
    ELIZABETH,NJ07201     		NONE PC UNRESTRICTED 10,000
    MS FOUNDATION FOR WOMEN
    12 METROTECH CENTER 26TH FLOOR
    BROOKLYN,NY01201     		NONE PC UNRESTRICTED 30,000
    NATIONAL CENTER OF AFRO-AMERICAN ARTISTS
    300 WALNUT AVE
    BOSTON,MA02119     		NONE PC UNRESTRICTED 25,000
    NEIGHBOR TO NEIGHBOR MASSACHUSETTS EDUCATION FUND INC
    15 COURT SQUARE SUITE 345
    BOSTON,MA02108     		NONE PC UNRESTRICTED 40,000
    NORTH AMERICAN INDIAN CENTER OF BOSTON INC
    105 SOUTH HUNTINGTON AVE
    JAMAICA PLAIN,MA02130     		NONE PC UNRESTRICTED 50,000
    NORTHERN BERKSHIRE COMMUNITY COALITION INC
    61 MAIN ST SUITE 218
    NORTH ADAMS,MA01247     		NONE PC UNRESTRICTED 25,000
    PHILANTHROPY MASSACHUSETTS INC
    133 FEDERAL ST SUITE 802
    BOSTON,MA02110     		NONE PC UNRESTRICTED 26,000
    PLAN INTERNATIONAL USA
    155 PLAN WAY
    WARWICK,RI02886     		NONE PC UNRESTRICTED 15,000
    RAILROAD STREET YOUTH PROJECT INC
    PO BOX 698
    GREAT BARRINGTON,MA01230     		NONE PC UNRESTRICTED 30,000
    RECOVERY WITHOUT WALLS INC
    PO BOX 591
    WEST FALMOUTH,MA02574     		NONE PC UNRESTRICTED 5,000
    RESILIENT SISTERHOOD PROJECT INC
    263 HUNTINGTON AVE SUITE 302
    BOSTON,MA02115     		NONE PC UNRESTRICTED 10,000
    RESIST INC
    PO BOX 301240
    BOSTON,MA02130     		NONE PC UNRESTRICTED 79,000
    RIGHT TO THE CITY ALLIANCE INC
    1845 DORCHESTER AVE
    BOSTON,MA02124     		NONE PC UNRESTRICTED 25,000
    ROOTS RISING INC
    PO BOX 1805
    PITTSFIELD,MA01202     		NONE PC UNRESTRICTED 100,000
    ROOTS TEEN CENTER INC ROOTS NORTH BERKSHIRE TEEN CENTER
    51 ASHLAND STREET
    NORTH ADAMS,MA01247     		NONE PC UNRESTRICTED 10,000
    THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION
    ONE MIFFLIN PLACE SUITE 400
    CAMBRIDGE,MA02138     		NONE PC UNRESTICTED 43,000
    SEA EDUCATION ASSOCIATION INC
    PO BOX 6
    HOLE,MA02543     		NONE PC UNRESTRICTED 15,000
    SIERRA CLUB FOUNDATION
    424 E MAIN STREET SUITE 202B
    BOZEMAN,MT59715     		NONE PC UNRESTRICTED 15,000
    SMART FROM THE START INC
    68 ANNUNCIATION ROAD
    ROXBURY,MA02120     		NONE PC UNRESTRICTED 100,000
    SOCIAL INNOVATION FORUM INC
    2 OLIVER ST SUITE 802
    BOSTON,MA02109     		NONE PC UNRESTRICTED 15,000
    STRATEGIES FOR CHILDREN INC
    400 ATLANTIC AVE
    BOSTON,MA02110     		NONE PC UNRESTRICTED 20,000
    SUNRISE MOVEMENT EDUCATION FUND
    50 F ST NW SUITE 800
    WASHINGTON,DC20001     		NONE PC UNRESTRICTED 50,000
    TIDES FOUNDATION
    PO BOX 889389
    LOS ANGELES,CA900889389     		NONE PC UNRESTRICTED 53,000
    TRANSFORMATIVE CULTURE PROJECT INC
    100 WARREN ST
    ROXBURY,MA02119     		NONE PC UNRESTRICTED 20,000
    TRANSGENDER EMERGENCY FUND OF MASSACHUSETTS INC
    PO BOX 220270
    BOSTON,MA021220013     		NONE PC UNRESTRICTED 10,000
    TRINITY BOSTON FOUNDATION INC
    206 CLARENDON STREET
    BOSTON,MA02116     		NONE PC UNRESTRICTED 20,000
    UNION OF MINORITY NEIGHBORHOODS INC
    42 SEAVERNS AVE
    JAMAICA PLAIN,MA02130     		NONE PC UNRESTRICTED 30,000
    UNITED FOR A FAIR ECONOMY
    184 HIGH STREET SUITE 603
    BOSTON,MA02110     		NONE PC UNRESTRICTED 10,000
    UPPER HOUSATONIC VALLEY NATIONAL HERITAGE AREA
    PO BOX 493
    SALISBURY,CT06068     		NONE PC UNRESTRICTED 15,000
    VERMONT LAND TRUST
    8 BAILEY AVENUE
    MONTPELLIER,VT05602     		NONE PC UNRESTRICTED 25,000
    VISIONS INC
    1452 DORCHESTER AVE 4TH FL
    DORCHESTER,MA02122     		NONE PC UNRESTRICTED 40,000
    VISITING NURSE ASSOCIATION (CAPE COD FOUNDATION)
    348C GIFFORD ST
    FALMOUTH,MA02540     		NONE PC UNRESTRICTED 40,000
    VOLUNTEERS IN MEDICINE - BERKSHIRES INC
    777 MAIN ST SUITE 4
    GREAT BARRINGTON,MA01230     		NONE PC UNRESTRICTED 50,000
    W MURRAY CRANE COMMUNITY HOUSE
    33 FIELD STREET EXT
    DALTON,MA01226     		NONE PC UNRESTRICTED 25,000
    WCAI THE CAPE AND ISLANDS NPR STATION
    PO BOX 82
    WOODS HOLE,MA02543     		NONE PC UNRESTRICTED 5,000
    THE WEST END HOUSE INC
    105 ALLSTON ST
    ALLSTON,MA02134     		NONE PC UNRESTRICTED 15,000
    THE WOMEN'S FUND OF WESTERN MASSACHUSETTS
    PO BOX 15447
    SPRINGFIELD,MA01115     		NONE PC UNRESTRICTED 15,000
    WOODS HOLE COMMUNITY ASSOCIATION
    PO BOX 327
    WOODS HOLE,MA02543     		NONE PC UNRESTRICTED 5,000
    WOODS HOLE FILM FESTIVAL
    PO BOX 624
    WOODS HOLE,MA02543     		NONE PC UNRESTRICTED 5,000
    WOODS HOLE OCEANOGRAPHIC INSTITUTION
    266 WOODS HOLE RD MS40
    WOODS HOLE,MA02543     		NONE PC UNRESTRICTED 20,000
    WOODS HOLE PUBLIC LIBRARY
    PO BOX 185
    WOODS HOLE,MA02543     		NONE PC UNRESTRICTED 20,000
    WOODWELL CLIMATE RESEARCH CENTER INC
    149 WOODS HOLE ROAD
    WOODS HOLE,MA02543     		NONE PC UNRESTRICTED 70,000
    ZUMIX INC
    260 SUMNER ST
    EAST BOSTON,MA02128     		NONE PC UNRESTRICTED 30,000
    Total .................................bullet 3a 4,708,000
    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 ...........     		         
    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 7,776,705  
    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) .. 216,929 9,386,728 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    9,603,657
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    JOSEPHINE AND LOUISE CRANE FOUNDATION
     
    C/O CAMERON K MACKEY
    EIN:
    20-8970284
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 14,000 7,000 0 0

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    JOSEPHINE AND LOUISE CRANE FOUNDATION
     
    C/O CAMERON K MACKEY
    EIN:
    20-8970284
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 45,617 253,332
    ABBVIE INC. 49,419 243,720
    AIR PRODS & CHEMS INC. 67,329 76,065
    AKAMAI TECHNOLOGIES INC. 53,260 117,040
    ALPHABET INC. CAP STK CL C 71,808 289,359
    APPLE INC. 50,205 355,140
    AT&T INC. 12,955 72,570
    AUTOLIV INC. 27,396 186,138
    BOEING CO. 19,992 181,188
    CIGNA CORP. 31,072 101,726
    COMCAST CORP. CL A 38,754 327,145
    CORNING INC. 51,922 167,535
    CORTEVA INC. 33,785 83,638
    COSTCO WHOLESALE CORP. 43,936 510,930
    DEERE & CO. 10,039 342,890
    DOW INC. 105,673 128,698
    DUPONT DE NEMOURS 62,247 102,510
    EQUIFAX, INC. 11,633 527,022
    EXXON MOBIL CORP. 33,491 495,639
    GENERAL ELECTRIC CO. 39,533 112,136
    IBM CORP. 37,126 641,568
    INVESCO EXCHANGE-TRADED AEROSPACE & DEF 59,410 72,250
    INVESCO EXCHANGE-TRADED WATER RES ETF 43,023 60,840
    INVESCO S&P SMALL CAP INFO TECH 47,683 61,852
    J.P. MORGAN CHASE & CO. 80,397 482,968
    JOHNSON & JOHNSON 65,736 153,963
    KYNDRYL HOLDINGS INC. 1,849 17,376
    MERCK & CO. 56,478 199,264
    MICROSOFT CORP. 118,069 1,513,440
    NESTLE S A SPONSORED ADR 95,382 195,814
    ORGANON & CO. 2,709 7,917
    PEPSICO INC. 23,159 312,678
    PFIZER INC. 25,695 383,825
    PROCTER & GAMBLE CO. 62,946 147,222
    SELECT SECTOR SPDR TR TECH 100,003 314,879
    VERIZON COMMUNICATIONS 31,649 93,528
    VANGUARD TOTAL INTL STK IND 497,760 700,164
    VANGUARD SH TERM INV GR ADM 70,798 72,470
    VANGUARD FTSE EMERG MKTS FD 209,118 268,716
    VANGUARD WORLD FDS FINLS ETF 99,374 159,147
    VIATRIS INC. 70,864 78,555
    ABBOTT LABS 51,120 589,701
    ABBVIE INC. 55,512 568,680
    ALCON INC. 18,529 46,522
    ALPHABET INC. CL. A 81,586 811,171
    ALPHABET INC. CL. C 81,147 810,205
    AMCOR PLC 66,328 132,110
    AUTOMATIC DATA PROCESSING 87,569 739,740
    BERKSHIRE HATHAWAY INC. 126,850 448,500
    BIOTECH 104,274 1,029,507
    CDK GLOBAL 22,034 79,306
    CHEVRON CORPORATION 517,306 760,428
    CIGNA CORP. 24,830 113,208
    COLGATE PALMOLIVE CO. 218,610 597,380
    CORTEVA INC. 9,408 49,880
    DOW INC. 35,466 59,840
    DUPONT DE NEMOURS 77,396 85,223
    EATON VANCE FLOATING RATE CL I 35,684 35,074
    EMERSON ELECTRIC CO. 187,937 619,180
    FIDELITY HIGH INCOME FUND 30,000 30,000
    GLOBAL X US PREFERRED ETF 250,475 252,139
    HOME DEPOT INC. 82,380 1,245,030
    IBM CORP. 107,317 143,016
    INTL FLAVORS & FRAGRANCES INC. 102,403 338,963
    INVESCO WATER RESOURCES 50,011 67,167
    ISHARES GLOBAL CLEAN ENERGY ETF 51,274 45,727
    ISHARES MSCI EMERGING MARKETS 115,443 190,564
    KYNDRYL HOLDINGS INC. 2,370 3,873
    MCDONALDS CORP. 97,833 549,544
    MERCK & CO. INC. 218,637 393,930
    METROPOLITAN WEST FUNDS 90,000 90,665
    MICROSOFT CORPORATION 98,539 1,150,214
    NOVARTIS A G SPONSORED 135,880 233,545
    ORGANON & CO. 10,487 15,651
    PEPSICO INC. 163,330 686,154
    PIMCO INVESTMENT GROUP CORP BD 60,000 61,086
    SELECT SECTOR SPDR TR - TECH 271,801 2,608,050
    VANGUARD FINANCIAL VIPERS 195,209 772,560
    VANGUARD FTSE DEVLP MKTS ETF 443,871 602,151
    VANGUARD TOTL INTL STK INDEX 574,129 684,000
    VERIZON COMMUNICATIONS 99,918 163,154
    WALGREEN BOOTS ALLIANCE 59,769 198,730
    WALT DISNEY CO. 53,404 350,051
    ZIMMER HOLDINGS INC. 148,135 401,446
    3M 40,603 131,624
    ABBOTT LABORATORIES 46,697 297,947
    ABBVIE INC. 50,567 286,506
    ALPHABET INC. CAP STK CL A 35,401 530,158
    ALPHABET INC. CAP STK CL C 35,636 434,039
    AMERICAN EXPRESS CO. 155,455 588,796
    ANALOG DEVICES 97,774 1,001,713
    AUTOMATIC DATA PROCESSING 102,323 845,276
    CHEVRON CORP. 261,898 385,143
    CISCO SYSTEMS INC. 156,429 503,348
    COSTCO WHOLESALE CORP. 41,684 663,074
    CSX CORP. 56,813 1,185,979
    CVS HEALTH CORP. 34,889 154,534
    DFA INTL REAL ESTATE SEC PORT 250,025 243,326
    DFA US SMALL CAP VALUE PRTF 116,606 373,469
    EBAY INC. 36,168 174,828
    EXXON MOBIL CORP. 227,519 469,144
    GENERAL ELECTRIC 933,933 431,256
    HENNESSY JAPAN INSTL 950,000 1,435,990
    HOME DEPOT INC. 74,804 958,258
    IBM CORP. 86,993 229,093
    INTEL CORP. 566,541 1,315,156
    ISHARES CORE S&P SM CAP 281,337 1,567,871
    ISHARES CORE MSCI EMERG MKTS 3,870,108 5,408,231
    JOHNSON & JOHNSON 289,507 1,325,450
    KYNDRYL HOLDINGS INC. 3,789 6,190
    LAZARD GLOBAL LISTED INFRASTRUCTURE 550,000 684,906
    MICROSOFT CORP. 127,799 1,669,829
    PAX WORLD GIB ENVIR MKTS LNSTL 450,000 443,023
    PAYPAL HOLDINGS INC. 53,286 495,777
    PEPSICO INC. 109,997 478,918
    PFIZER INC. 178,932 324,244
    PROCTER & GAMBLE CO. 116,976 532,289
    QUEST DIAGNOSTICS INC. 115,078 627,161
    SCHLUMBERGER LTD. 267,026 234,568
    SELECT SECTOR SPDR AMEX FINANCIAL 496,190 1,441,062
    SELECT SECTOR SPDR TRUST TECHNOLOGY 1,189,975 1,307,850
    SUNBRIDGE EMERGING MARKETS FUND 2,453,768 2,042,942
    TIAA-CREF REAL ESTATE SEC INSTL 260,025 368,140
    UTILITIES SELECT SECTOR SPDR FUND 357,306 828,539
    UNITED PARCEL SERVICE 79,871 281,643
    VERIZON COMMUNICATIONS INC. 77,231 128,965
    WAL MART STORES INC. 174,469 447,526
    WALT DISNEY CO. 128,883 731,236
    VANGUARD TAX-MANAGED INTL FD FTSE 5,058,592 7,179,802
    VANGUARD EXTENDED MKT INDEX FD 1,290,295 5,438,439
    VANGUARD INTERMED TRM INVST GR ADM 464,479 512,896
    VANGUARD TOTAL BOND MKT INDE ADM 298,440 316,814
    VANGUARD HEALTH CARE ETF 298,959 306,916
    VANGUARD WORLD FDS COMM SRVC ETF 797,264 725,788
    VANGUARD TOTAL BOND MKT LNDE ADM 1,300,045 1,246,530
    VICTORY TRIVALENT INTL SM CAP I 1,755,000 1,532,100
    JONES LANG LASALLE INCOME 187,047 191,603

    TY 2021 InvestmentsOtherSchedule2
    Name:
    JOSEPHINE AND LOUISE CRANE FOUNDATION
     
    C/O CAMERON K MACKEY
    EIN:
    20-8970284
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    A. W. JONES ASSOCIATES LP AT COST 62,000 2,556,042
    PINEHURST INSTITUTIONAL, LTD. AT COST 505,000 1,661,257
    AMPERSAND 2006 LTD. PARTNERSHIP AT COST 0 26,942
    AMPERSAND CF LIMITED PARTNERSHIP AT COST 771,345 1,313,666
    CORE PRIVATE EQUITY FUND AT COST 544,968 1,043,434
    COUNTERPOINT VENTURE FEEDER FD AT COST 282,922 275,240
    DAVIS VALUE OPPORTUNITY FD II-A AT COST 0 163,248
    DAVIS VALUE OPPORTUNITY FD IV-B AT COST 155,330 252,498
    MONITOR VENTURE PARTNERS I AT COST 0 8,378
    MONITOR VENTURE PARTNERS I-A AT COST 3,484 3,486
    MONITOR ANNEX AT COST 0 54,211
    YORK EUROPEAN OPPORTUNITIES FD AT COST 0 62,538
    AVIATOR CAPITAL FUND IV GLOBAL AT COST 385,135 416,854
    AVIATOR CAPITAL MID-LIFE OFFSHORE AT COST 269,433 395,888
    RCP FUND IX, LP AT COST 172,025 213,064
    RCP FUND X, LP AT COST 60,951 55,927
    BTG PACTUAL GLB TIMBERLAND FD B AT COST 416,760 117,356
    IVY REALTY FUND IV, L.P. AT COST 65,919 155,755
    KAYNE ANDERSON ENERGY FUND VI AT COST 0 20,115
    KAYNE ANDERSON ENERGY FUND VII AT COST 199,365 129,599
    KAYNE ANDERSON ENERGY FUND VIII AT COST 139,450 99,725
    NORTHBRIDGE PARTNERS FUND ILL AT COST 210,330 294,692
    RCP FUND IX, LP AT COST 112,449 553,117
    RCP FUND X, LP AT COST 223,241 597,074
    SIGULER GUFF AT COST 386,343 540,671
    SJC ONSHORE DIRECT LENDING III AT COST 92,030 139,494
    TERRAVET REAL ESTATE FUND ILL AT COST 104,941 110,937
    TRUEBRIDGE CAPITAL PARTNERS V AT COST 396,657 1,237,897
    TRUEBRIDGE-KAUFFMAN FUND III AT COST 24,752 1,350,658
    WHITE OAK PINNACLE FUND, L.P. AT COST 187,638 401,494

    TY 2021 OtherExpensesSchedule
    Name:
    JOSEPHINE AND LOUISE CRANE FOUNDATION
     
    C/O CAMERON K MACKEY
    EIN:
    20-8970284
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PHILANTHROPY MASSACHUSETTS - MEMBERSHIP 7,000 0 0 0
    JUSTICE FUNDERS - MEMBERSHIP 1,500 0 0 0
    CHECK ORDER FOR CC5 CHECKING ACCOUNT 161 0 0 0
    CRANE STATIONERY LLC - LETTERHEAD AND ENVELOPES 675 0 0 0
    COMMONWEALTH OF MA 19 0 0 0
    U.S.P.S. - POSTAGE, CERTIFIED MAIL 17 0 0 0
    KATALYST - CONSULTATION RE FOOD INSECURITY 2,500 0 0 0
    RCP FUND IX, LP 0 73 0 0


    TY 2021 OtherIncomeSchedule2
    Name:
    JOSEPHINE AND LOUISE CRANE FOUNDATION
     
    C/O CAMERON K MACKEY
    EIN:
    20-8970284
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    WESTVIEW CAPITAL PARTNERS II, L.P. 112,084 0 0
    KAYNE ANDERSON ENERGY FUND VI 84,171 0 0
    EAGLE INCOME FUND - REMAINING HOLD-BACK ON CLOSED ACCOUNT 23,527 0 0
    YORK EUROPEAN OPPORTUNITIES FUND 1,302 0 0
    DAVIS VALUE OPPORTUNITY FUND II-A 404,280 0 0
    DAVIS VALUE OPPORTUNITY FUND I-A 2,051 0 0
    ADJUSTMENT 791,585 0 0
    AW JONES ASSOCIATES LP   136,984 0
    CORE PRIVATE EQUITY FUND, LP   1,771 0
    DAVIS INVESTMENT VENTURES FUND IV-B, LP   -3,869 0
    DAVIS INVESTMENT VENTURES FUND II-A, LP   13,704 0
    IVY REALTY FUND IV, LP   -616 0
    KAYNE ANDERSON ENERGY FUND VI LP   2,911 0
    KAYNE ANDERSON ENERGY FUND VII, L.P.   1,108 0
    KAYNE ANDERSON ENERGY FUND VIII, L.P.   321 0
    RCP FUND X LP   -11,349 0
    RCP FUND IX, LP   11,717 0
    SJC ONSHORE DIRECT LENDING FUND III, L.P.   8,247 0
    SJC ONSHORE DIRECT LENDING FUND IV, L.P.   10,229 0
    TRUEBRIDGE CAPITAL PARTNERS FUND V (CAYMAN)   1,504 0
    WHITE OAK PINNACLE FUND, LP   49,322 0
    YORK EUROPEAN OPPORTUNITIES FUND, LP   -26,172 0
    US TREASURY - REFUND OF 2020 TAXES 28,261 0 0
    TRUEBRIDGE-KAUFFMAN FELLOWS ENDOWMENT FUND III, LP   16  
    BENEFIT STREET PARTNERS DISLOCATION FUND (CAYMAN), LP   30,882  


    TY 2021 OtherLiabilitiesSchedule
    Name:
    JOSEPHINE AND LOUISE CRANE FOUNDATION
     
    C/O CAMERON K MACKEY
    EIN:
    20-8970284
    Description Beginning of Year - Book Value End of Year - Book Value
    UNRECONCILED ADJUSTMENT 0 15,000


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    JOSEPHINE AND LOUISE CRANE FOUNDATION
     
    C/O CAMERON K MACKEY
    EIN:
    20-8970284
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODY ACCOUNT 0863003760 5,224 5,224 0 0
    TD WEALTH MANAGEMENT 100,178 100,178 0 0
    FIDELITY INVESTMENTS 237,929 237,929 0 0
    TD BANK CHECKING ACCOUNT 824-5375791 2 2 0 0
    ADMINISTRATIVE SERVICES (MACKEY & FOSTER) 16,175 8,088 0 0
    AMPERSAND 2006 LIMITED PARTNERSHIP 0 243 0 0
    AMPERSAND CF LIMITED PARTNERSHIP 0 4,927 0 0
    AVIATOR CAPITAL FUND IV GLOBAL FEEDER, LP 0 673 0 0
    AVIATOR CAPITAL MID-LIFE OFFSHORE FEEDER FUND, LP 0 846 0 0
    AW JONES ASSOCIATES LP 0 58,304 0 0
    CORE PRIVATE EQUITY FUND, LP 0 41,987 0 0
    BOW RIVER REAL ESTATE FUND III TE FEEDER LP 0 258 0 0
    DAVIS INVESTMENT VENTURES FUND IV-B, LP 0 67 0 0
    KAYNE ANDERSON ENERGY FUND VI LP 0 1,303 0 0
    KAYNE ANDERSON ENERGY FUND VII, L.P. 0 1,726 0 0
    KAYNE ANDERSON ENERGY FUND VIII, L.P. 0 3,886 0 0
    MONITOR VENTURE PARTNERS ANNEX, LP 0 611 0 0
    MONITOR VENTURE PARTNERS I, LP 0 1,080 0 0
    RCP FUND X LP 0 10,498 0 0
    RCP FUND IX, LP 0 8,402 0 0
    TRUEBRIDGE CAPITAL PARTNERS FUND V (CAYMAN) 0 17,528 0 0
    WESTVIEW CAPITAL PARTNERS II, LP 0 2,814 0 0
    WHITE OAK PINNACLE FUND, LP 0 1 0 0
    YORK EUROPEAN OPPORTUNITIES FUND, LP 0 8 0 0
    MONITOR VENTURE PARTNERS I-A, LP 0 426 0 0
    NB PARTNERS FUND III, LP 0 4,709 0 0
    TRUEBRIDGE-KAUFFMAN FELLOWS ENDOWMENT FUND III, LP 0 14,386 0 0


    TY 2021 TaxesSchedule
    Name:
    JOSEPHINE AND LOUISE CRANE FOUNDATION
     
    C/O CAMERON K MACKEY
    EIN:
    20-8970284
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    US TREASURY FORM 1Q - 2021 15,000 0 0 0
    US TREASURY FORM 2Q - 2021 15,000 0 0 0
    US TREASURY FORM 3Q - 2021 15,000 0 0 0
    US TREASURY FORM 4Q - 2021 6,000 0 0 0
    US TREASURY - PAYMENT DUE ON AMENDED 2020 RETURN 15,960 0 0 0
    COMMONWEALTH OF MA - FORM PC 250 0 0 250
    NESTLE - FOREIGN TAXES PAID 630 630 0 0
    TD BANK WEALTH MANAGEMENT 0 6,044 0 0
    CUSTODY ACCOUNT 72-033-01-8 (CAPE COD) 2,990 2,625 0 0
    FIDELITY 0 49,525 0 0
    NESTLE - CONVERSION FEES 72 72 0 0
    ALCON 20 20 0 0
    AW JONES ASSOCIATES LP 0 3,253 0 0
    CORE PRIVATE EQUITY FUND, LP 0 21 0 0
    RCP FUND IX, LP 0 142 0 0
    TRUEBRIDGE CAPITAL PARTNERS FUND V (CAYMAN) 0 236 0 0
    TRUEBRIDGE-KAUFFMAN FELLOWS ENDOWMENT FUND III, LP 0 534 0 0