Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE STANTON FOUNDATION
C/O BAKER TILLY
Number and street (or P.O. box number if mail is not delivered to street address)ONE PENN PLAZA 3000
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10119
A Employer identification number

13-3598005
B Telephone number (see instructions)

(212) 697-6900
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$167,921,316
J 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... 2,444,678 2,444,678  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,831,915
b Gross sales price for all assets on line 6a 43,671,092
7 Capital gain net income (from Part IV, line 2)... 6,831,915
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 9,276,593 9,276,593  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 320,000 64,000   256,000
14 Other employee salaries and wages...... 409,802 0   409,802
15 Pension plans, employee benefits....... 17,126 0   17,126
16a Legal fees (attach schedule)......... 100,299 0   100,299
b Accounting fees (attach schedule)....... 33,525 5,333   28,192
c Other professional fees (attach schedule).... 239,612 0   239,612
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 314,748 117,654   36,166
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 136,544 0   136,544
21 Travel, conferences, and meetings....... 93,037 0   93,037
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 845,471 703,354   195,797
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,510,164 890,341   1,512,575
25 Contributions, gifts, grants paid....... 20,108,203 20,108,203
26 Total expenses and disbursements. Add lines 24 and 25 22,618,367 890,341   21,620,778
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -13,341,774
b Net investment income (if negative, enter -0-) 8,386,252
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,641,375 371,725 371,725
2 Savings and temporary cash investments......... 29,065,705 28,861,366 28,861,366
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) 59,200,334 Click to see attachment46,929,876 47,262,522
b Investments—corporate stock (attach schedule)....... 41,773,995 Click to see attachment43,796,301 90,076,477
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)..........      
14 Land, buildings, and equipment: basis bullet1,224
Less: accumulated depreciation (attach schedule) bullet1,224      
15 Other assets (describe bullet) Click to see attachment1,874,810 Click to see attachment1,349,226 Click to see attachment1,349,226
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 134,556,219 121,308,494 167,921,316
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 134,556,219 121,308,494
29 Total net assets or fund balances (see instructions)..... 134,556,219 121,308,494
30 Total liabilities and net assets/fund balances (see instructions). 134,556,219 121,308,494
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
134,556,219
2
Enter amount from Part I, line 27a .....................
2
-13,341,774
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
94,049
4
Add lines 1, 2, and 3 ..........................
4
121,308,494
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
121,308,494
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 PERSHING #140323 (ST GAIN/LOSS) P    
b PERSHING #140323 (ST GAIN/LOSS) P    
c PERSHING #140323 (LT GAIN/LOSS) P    
d PERSHING #140323 (LT GAIN/LOSS) P    
e PERSHING #140323 (LT GAIN/LOSS) P    
PERSHING #136024 (ST GAIN/LOSS) P    
PERSHING #136024 (LT GAIN/LOSS) P    
PERSHING #136024 (LT GAIN/LOSS) P    
PERSHING #136024 (OTHER LOSS) P    
PERSHING #136065 (ST GAIN/LOSS) P    
PERSHING #136065 (LT GAIN/LOSS) P    
PERSHING #136065 (LT GAIN/LOSS) P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,581,107   1,587,523 -6,416
b 1,754,088   1,753,803 285
c 18,783,600   18,790,000 -6,400
d 23,369   23,369 0
e 4,797,835   4,798,970 -1,135
618,139   561,020 57,119
1,499,781   1,091,700 408,081
8,165,426   3,935,685 4,229,741
    278 -278
632,781   601,502 31,279
1,749,733   1,364,007 385,726
4,065,049   2,331,320 1,733,729
184     184
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       -6,416
b       285
c       -6,400
d       0
e       -1,135
      57,119
      408,081
      4,229,741
      -278
      31,279
      385,726
      1,733,729
      184
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 6,831,915
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 116,569
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- ..... 5 116,569
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 137,518
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 45,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 182,518
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 65,949
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet65,949 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY, MA
    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 ofbulletBAKER TILLY Telephone no.bullet (212) 697-6900

    Located atbulletONE PENN PLAZA SUITE 3000NEW YORKNY ZIP+4bullet10119
    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
    ANDREW H WEISS TRUSTEE
    20.00
    100,000 0 0
    C/O BTVK ONE PENN PLAZA STE 3000
    NEW YORK,NY10119
    ELISABETH K ALLISON TRUSTEE
    30.00
    220,000 0 0
    69 PINEHURST ROAD
    BELMONT,MA02178
    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
    ERICA CARERE PROGRAM OFFICER
    20.00
    78,815 0 0
    87 PINGHURST RD
    BELMONT,MA02478
    LAURIE SLAP PROGRAM OFFICER
    32.00
    75,647 0 0
    95 LONG AVENUE
    BELMONT,MA02478
    SARAH A WHEATON ADMIN & FINANCE COOR
    40.00
    71,700 0 0
    17 SYCAMORE STREET
    BELMONT,MA02478
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    146,087,491
    b
    Average of monthly cash balances.......................
    1b
    22,481,447
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,307,608
    d
    Total (add lines 1a, b, and c).........................
    1d
    169,876,546
    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
    169,876,546
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,548,148
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    167,328,398
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    8,366,420
    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
    8,366,420
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    116,569
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    116,569
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    8,249,851
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    8,249,851
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    8,249,851
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 8,249,851
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 6,449,196
    b From 2017...... 12,692,241
    c From 2018...... 6,568,141
    d From 2019...... 3,784,179
    e From 2020...... 22,789,611
    f Total of lines 3a through e ........ 52,283,368
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 21,620,778
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 8,249,851
    e Remaining amount distributed out of corpus 13,370,927
    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 65,654,295
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    6,449,196
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    59,205,099
    10 Analysis of line 9:
    a Excess from 2017.... 12,692,241
    b Excess from 2018.... 6,568,141
    c Excess from 2019.... 3,784,179
    d Excess from 2020.... 22,789,611
    e Excess from 2021.... 13,370,927
    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
    AAVMC
    655 K STREET NW SUITE 725
    WASHINTON,DC20001
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 130,000
    AIR FORCE ACADEMY
    3116 ACADEMY DR SUITE 200
    AIR FORCE ACADEMY,CO80840
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 125,000
    AMERICAN VETERINARY MEDICAL ASS AVMA
    1931 N MEACHAM RD
    SCHAUMBURG,IL60173
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 53,680
    ARAB INSTITUTE
    PO BOX 140375
    BAYADER,AMMAN11814
    JO
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 108,700
    ARIZONA STATE UNIVERSITY
    111 E TAYLOR STREET
    PHOENIX,AZ85004
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 431,315
    ATLANTA HUMANE SOCIETY
    981 HOWELL MILL RD NW
    ATLANTA,GA30318
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 467,000
    BARTHOLOMEW COUNTY SHERIFF'S OFFICE
    543 2ND STREET
    COLUMBUS,IN47201
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 10,000
    BOSTON UNIVERSITY
    25 BUICK STREET
    BOSTON,MA02215
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 17,216
    BROWN UNIVERSITY
    PO BOX 1893
    PROVIDENCE,RI02912
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 89,491
    CARNEGIE ENDOWMENT FOR PEACE
    1779 MASSACHUSETTS AVE NW
    WASHINGON,DC20036
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 89,638
    CASE WESTERN RESERVE UNIVERSITY
    10900 EUCLID AVE
    CLEVELAND,OH44106
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 273,150
    CITY OF AUGUSTA
    4164 MACK LN
    AUGUSTA,GA30906
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 160,000
    CITY OF BOSTON
    1010 MASSACHUSETTS AVENUE
    BOSTON,MA02118
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 800
    CITY OF FRAMINGHAM
    475 UNION AVE
    FRAMINGHAM,MA01702
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 248,426
    CITY OF GREENFIELD
    321 HIGH STREET
    GREENFIELD,MA01301
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 27,000
    CITY OF GREENFIELD
    321 HIGH STREET
    GREENFIELD,MA01301
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 10,000
    CITY OF JOHNSTOWN
    401 WASHINGTON STREET
    HJOHNSTOWN,PA15901
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 10,000
    CITY OF LAWRENCE
    90 LOWELL STREET
    LAWRENCE,MA01840
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 45,000
    CITY OF MEDFORD
    85 GEORGE P HASSETT DRIVE
    MEDFORD,MA02155
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 27,855
    CITY OF NEW BEDFORD
    133 WILLIAM STREET
    NEW BEDFORD,MA02740
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 15,376
    CITY OF SAVANNAH
    201 HABERSHAM ST
    SAVANNAH,GA31402
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 10,000
    COLLEGE OF WILLIAM AND MARY
    262 RICHMOND RD
    WILLIAMSBURG,VA23185
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 47,694
    COLUMBIA UNIVERSITY
    420 WEST 118TH ST SUITE 1336
    NEW YORK,NY10027
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 99,735
    CORNELL UNIVERSITY
    MYRON TAYLOR HALL
    ITHACA,NY14853
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 273,150
    COUNCIL ON FOREIGN RELATIONS
    58 EAST 68TH STREET
    NEW YORK,NY10065
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 120,000
    CULLMAN COUNTY SHERRIFF'S OFFICE
    1910 BEECH AVE SE
    CULLMAN,AL35055
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 7,500
    DARTMOUTH COLLEGE
    DARTMOUTH COLLEGE
    HANOVER,NH03755
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 73,168
    DUKE UNIVERSITY
    210 SCIENCE DRIVE SUITE 1015
    DURHAM,NC27708
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 355,000
    ELECTRONIC FRONTIER FOUNDATION
    815 EDDY STREET
    SAN FRANCISCO,CA94109
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 90,000
    FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION INC
    510 WALNUT STREET SUITE 1250
    PHILADELPHIA,PA19106
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 800,000
    GEORGE MASON UNIVERSITY
    4400 UNIVERSITY DRIVE
    FAIRFAX,VA22030
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 218,000
    GEORGIA TECH
    926 DALNEY ST NW
    ATLANTA,GA30318
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 46,720
    GEORGIA VETERINARY MEDICAL ASSOCIATION GVMA
    6050 PEACHTREE PKWY STE 240-381
    NORCROSS,GA30092
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 18,750
    HARVARD UNIVERSITY
    MASSACHUSETTS HALL
    CAMBRIDGE,MA02138
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 2,330,757
    HERTIE SCHOOL CENTRE FOR INTERNATIONAL SECURITY
    FRIEDRICHSTRABE 180
      BERLIN10117
    GM
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 266,799
    JAY BARRY
    25 ALAN DALE RD
    MEDFORD,MA02155
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 2,538
    JENETTE WILLIAMS
    1901 JAMES RIVER ROAD
    HUNTINGTON,WV25701
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 500
    LAWRENCE COUNTY DISTRICT ATTORNEY
    430 COURT STREET
    NEWCASTLE,PA16101
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 5,000
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    77 MASSACHUSETTS AVE
    CAMBRIDGE,MA02139
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 435,000
    MVMA
    163 LAKESIDE AVE
    MARLBOROUGH,MA01752
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 500
    NATIONAL ASSOCIATION OF SCHOLARS
    420 MADISON AVENUE 7TH FLOOR
    NEW YORK,NY10017
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 220,000
    NORC AT UNIVERSITY OF CHICAGO
    55 EAST MONROE ST 30TH FLOOR
    CHICAGO,IL60603
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 67,000
    NORTHEASTERN UNIVERSITY
    360 HUNTINGTON AVENUE
    BOSTON,MA02115
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 7,424
    OCEANVIEW KENNELS
    705 N SHORE RD
    REVERE,MA02151
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,000
    OHIO STATE UNIVERSITY
    PO BOX 710811
    COLUMBUS,OH43271
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 7,025,000
    PIONEER INSTITUTE
    185 DEVONSHIRE ST 1101
    BOSTON,MA02110
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 10,000
    PURDUE UNIVERSITY
    610 PURDUE MALL
    WEST LAFAYETTE,IN47907
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 504,600
    RAND CORPORATION
    1776 MAIN STREET
    SANTA MONICA,CA90407
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 255,000
    REPORTERS COMMITTEE FOR FREEDOM OF THE PRESS
    1156 15TH ST SUITE 1020
    WASHINGTON,DC20005
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 90,125
    ROCKINGHAM COUNTY
    101 NORTH RD
    BRENTWOOD,NH03833
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 27,000
    ROCKINGHAM COUNTY
    101 NORTH ROAD
    BRENTWOOD,NH03833
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 14,000
    SOUTHERN METHODIST UNIVERSITY
    3315 DANIEL AVE
    DALLAS,TX75205
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 273,150
    SPEECH FIRST
    1300 1 ST NW SUITE 400E
    WASHINGTON,DC20005
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 150,000
    STANFORD UNIV -CISAC
    ENCINA HALL E202
    STANFORD,CA94305
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 393,459
    STANFORD UNIVERSITY
    326 GALVEZ STREET
    STANFORD,CA94305
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 75,000
    STANFORD UNIVERSITY - CISAC
    616 SERRA STREET ENCINA HALL
    STANFORD,CA94305
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 75,000
    STANFORD UNIVERSITY HOOVER INSTITUTE
    434 GALVEZ MALL
    STANFORD,CA94305
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 75,000
    STATE UNIVERSITY OF NEW YORK
    PO BOX 9
    ALBANY,NY12201
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 24,603
    STEPHEN KIDDER JR
    2 SAINT PAUL STREET
    CAMBRIDGE,MA02139
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 3,000
    TEXAS A & M UNIVERSITY
    6000 TAMU
    COLLEGE STATION,TX77843
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 120,000
    THE CNA CORP
    3003 WASHINGTON BLVD
    ARLINGTON,VA22201
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 159,352
    TOWN OF ABINGTON
    215 CENTRAL STREET
    ABINGTON,MA02351
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 60,385
    TOWN OF ASHLAND
    101 MAIN STREET
    ASHLAND,MA01721
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 25,000
    TOWN OF BEDFORD NH
    55 CONSTITUTION DR
    BEDFORD,NH03110
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 27,000
    TOWN OF BILLERICA
    248 BOSTON RD
    BILLERICA,MA01821
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 27,500
    TOWN OF BOSCAWEN
    116 NORTH MAIN ST
    BOSCAWEN,NH03303
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,000
    TOWN OF BREWSTER
    2198 MAIN STREET
    BREWSTER,MA02631
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 225,000
    TOWN OF BUCKSPORT ME
    89 FRANKLIN STREET
    BUCKSPORT,ME04416
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 27,000
    TOWN OF CARLISLE
    66 WESTFORD STREET
    CARLISE,MA01741
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 25,000
    TOWN OF CHARLTON
    85 MASONIC HOME RD
    CHARLTON,MA01507
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 45,000
    TOWN OF CONWAY
    35 E CONWAY RD
    CENTER CONWAY,NH03813
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 18,500
    TOWN OF DANVERS
    1 SYLVAN ST
    DANVERS,MA01923
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 31,965
    TOWN OF EAST GREENBUSH
    225 COLUMBIA TURNPIKE
    RENSSELAER,NY12144
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 37,000
    TOWN OF EPPING NH
    37 PLEASANT STREET
    EPPING,NH03042
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 27,000
    TOWN OF HOPKINTON
    18 MAIN STREET
    HOPKINTON,MA01748
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 225,000
    TOWN OF HUDSON
    911 MUNICIPAL DRIVE
    HUDSON,MA01749
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 41,000
    TOWN OF KINGSTON
    26 EVERGREEN STREET
    KINGSTON,MA02364
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 31,844
    TOWN OF LONDONDERRY
    268A MAMMOTH RD
    LONDONDERRY,NH03053
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 27,000
    TOWN OF MILFORD
    250 MAIN STREET
    MILFORD,MA01757
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 14,000
    TOWN OF MILFORD MA
    250 MAIN STREET
    MILFORD,MA01757
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,000
    TOWN OF OXFORD
    325 MAIN STREET
    OXFORD,MA01540
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 9,202
    TOWN OF PITTSFIELD
    70 ALLEN STREET
    PITTSFILED,MA01201
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 161,574
    TOWN OF REHOBETH
    334 ANAWAN STREET
    REHOBETH,MA02769
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 41,000
    TOWN OF SPENCER
    9 WEST MAIN STREET
    SPENCER,MA01562
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 39,000
    TOWN OF TEWKSBURY
    918 MAIN STREET
    TEWKSBURY,MA01876
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 18,000
    TOWN OF WAREHAM
    54 MARION ROAD
    WAREHAM,MA02571
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 22,018
    TRUSTEES OF PRINCETON UNIVERSITY
    83 PROSPECT AVENUE
    PRINCETON,NJ08540
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 134,500
    TULANE UNIVERSITY
    6823 ST CHARLES AVE
    NEW ORLEANS,LA70118
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 273,150
    UNIVERSITY OF GEORGIA FOUNDATION
    225 HERTY DR
    ATHENS,GA30602
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 109,000
    UNIVERSITY OF MINNESOTA
    200 OAK STREET SE SUITE 450
    MINNEAPOLIS,MN55455
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 62,464
    UNIVERSITY OF NEBRASKA
    1400 R ST
    LINCOLN,NE68588
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 49,937
    UNIVERSITY OF NEW HAMPSHIRE
    51 COLLEGE ROAD
    DURHAM,NH03842
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 47,194
    UNIVERSITY OF PITTSBURGH
    3100 CATHEDRAL OF LEARNING
    PITTSBURGH,PA15260
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 43,111
    UNIVERSITY OF TEXAS AUSTIN
    110 INNER CAMPUS DRIVE
    AUSTIN,TX78705
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 41,702
    VANDERBILT UNIVERSITY
    131 21ST AVE S
    NASHVILLE,TN37203
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 245,836
    VILLAGE OF PORT CHESTER
    222 GRACE CHURCH STREET
    PORT CHESTER,NY10573
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,000
    WASHINGTON UNIVERSITY
    ONE BROOKINGS DRIVE
    ST LOUIS,MO63130
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 273,150
    WIKI EDUCATION FOUNDATION
    11 FUNSTON AVENUE SUITE A
    SAN FRANCISCO,CA94129
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 400,000
    WWVARA
    1901 JAMES RIVER RD
    HUNTINGTON,WV25701
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 5,000
    YALE UNIVERSITY DEVELOPMENT
    PO BOX 208215
    NEW HAVEN,CT065208215
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 20,000
    KAIST
    KAIST 291
    DAEHAKRO,DAEJON34141
    KS
    NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 75,000
    Total .................................bullet 3a 20,108,203
    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 6,831,915  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 9,276,593 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    9,276,593
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    THE STANTON FOUNDATION
     
    C/O BAKER TILLY
    EIN:
    13-3598005
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEE 9,900 2,970   6,930
    AUDIT FEE 23,625 2,363   21,262

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE STANTON FOUNDATION
     
    C/O BAKER TILLY
    EIN:
    13-3598005
    Name of Stock End of Year Book Value End of Year Fair Market Value
    781 AIR PRODS & CHEMS INC 214,355 237,627
    3948 BARRICK GOLD CORP COM 74,387 75,012
    488 LINDE PLC SH 305,811 443,777
    238 SHERWIN WILLIAMS CO COM 87,142 251,442
    254 AMAZON COM INC 263,774 846,922
    333 CHIPOTLE MEXICAN GRILL INC 156,689 582,167
    9096 COMCAST CORP CL A 1,700 457,802
    1287 COSTCO WHOLESALE CORP NEW COM 53,324 160,091
    700 DARDEN RESTURANTS INC 28,314 72,910
    1769 DOLLAR GEN CORP NEW COM 341,261 417,183
    1722 HILTON WORLDWIDE HLDGS INC COM 198,841 268,615
    2068 NIKE INC CL B 117,986 344,674
    1668 YUM BRANDS INC 141,057 231,618
    3696 CHEVRON CORP NEW COM 338,582 404,740
    4454 CONOCOPHILLIPS COM 178,066 321,490
    1678 EOG RES INC COM 168,265 272,708
    1430 TC ENERGY CORPORATION REGISTERED SHS 66,468 66,609
    2053 AON PLC REGISTERED SHS CL A 196,183 617,050
    3151 CHUBB LTD COM 319,917 609,120
    1369 CME GROUP INC 78,583 312,762
    1500 DISCOVER FINL SVCS COM 143,958 173,340
    691 FIRST REP BK SAN FRANCISCO CALIF NEW COM 69,301 142,698
    1016 GALLAGHER ARTHUR J & CO 92,228 172,385
    2010 INTERCONTINENTAL EXCHANGE INC 120,368 274,908
    3892 JP MORGAN CHASE & CO COM 192,551 616,298
    5853 MARSH & MCLENNAN COS INC 186,324 1,017,368
    552 NASDAQ INC COM 47,663 115,926
    600 SIGNATURE BK NEW YORK N Y COM 178,178 194,082
    3128 STATE STR CORP 204,739 290,904
    600 TRADEWEB MKTS INC CL A 57,273 60,084
    3219 TRUIST FINL CORP 139,306 188,472
    875 WESTERN ALLIANCE BANCORPORATION COM 97,331 94,194
    2716 ABOTT LABS COM 234,263 382,250
    1571 ALLOGENE THERAPEUTICS INC 53,612 23,439
    728 ANTHEM INC COM STK 196,340 337,457
    4352 ASTRAZENCA PLC SPONSORED ADR 142,663 253,504
    612 BIOHAVEN PHARMACEUTICAL HLDINGS CO LTD 28,132 84,340
    1227 CENTENE CORP DEL COM 78,330 101,105
    1252 DANAHER CORP 34,267 411,921
    2502 EDWARDS LIFESCIENCES CORP 141,396 324,134
    2767 GILEAD SCIENCES INC 100,012 200,912
    787 HUMANA INC 226,527 365,058
    2053 LILLY ELI & CO 177,242 567,080
    1684 MERCK & CO INC 114,774 129,062
    1007 NEUROCRINE BIOSCINECES INC 80,741 85,766
    1688 NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIES A.S. 82,611 189,056
    2058 OAK STR HEALTH INC COM 96,434 68,202
    1705 ROCHE HLDGS LTD SPONSORED ADR 73,903 88,131
    2929 SEAGEN INC COM 173,040 452,823
    525 ULTRAGENYX PHARAMCEUTICAL INC 32,471 44,147
    1880 UNITEDHEALTH GROUP INC 253,863 944,023
    4,527 AIRBUS GROUP ADR NCE & SPACE CO 74,720 144,457
    1431 AMETEK INC 115,958 210,414
    4228 CARRIER GLOBAL CORP 165,622 229,327
    8797 CSX CORP COM 149,970 330,767
    316 DEERE & CO 40,076 108,353
    393 EQUIFAX INC 41,025 115,066
    296 HEICO CORP NEW CL A 29,174 38,042
    849 HEICO CORP NEW COM 70,879 122,443
    1305 ITT INC COM 119,443 133,358
    729 MOODYS CORP COM 75,768 284,733
    415 MSCI INC COM 93,676 254,266
    819 NORFOLK SOUTHN CORP COM 132,335 243,824
    1201 NORTHROP GRUMMAN CORP COM 273,789 464,871
    1076 RAYTHEON TECHNOLOGIES CORP 60,855 92,601
    311 TRANSDIGM GROUP INC COM 56,498 197,883
    3050 TRINITY INDS INC COM 77,063 92,110
    4512 WASTE CONNECTIONS INC COM 197,024 615,889
    1048 WASTE MGMT INC 56,148 174,911
    3465 ANHEUSER BUSCH INBEV SA NV 192,506 209,806
    3575 BRITISH AMERN TOB PLC SPONSORED ADR 136,795 133,741
    6952 CARLSBERG AS SPONSORED ADR 150,194 241,373
    780 CHURCH & DWIGHT CO INC 50,350 79,950
    660 EESTEE LAUDER COMPANIES INC CL A 89,172 244,332
    1857 GENERAL MILLS INC 111,129 125,125
    504 HONEYWELL INTIL INC 83,826 105,089
    1775 HORMEL FOODS CORP 55,016 86,638
    2793 MONDELEX INTL INC CL A 114,532 185,204
    1575 NESTLE SA SPONSORED ADR REPSTG REG SHS 97,536 221,083
    694 PEPISCO INC 78,659 120,555
    4174 PHILIP MORRIS INTL INC 262,479 396,530
    793 PROCTER & GAMBLE CO 62,112 129,719
    683 ADOBE SYS INC 217,057 387,302
    235 ALPHABET INC CAP STK CL C 40,388 679,994
    731 ANALOG DEVICES INC COM 123,047 128,488
    4521 APPLE INC COM 21,491 802,794
    833 ASML HDLG N V N Y REGISTRY SHS NEW 85,481 663,185
    975 BROADCOM INC 45,056 648,775
    165 CABLE ONE INC COM 216,195 290,969
    721 CHARTER COMMUNICATIONS INC NEW CL A 141,506 470,070
    513 ELASTIC N V SHS 33,619 63,145
    1219 ELECTRONIC ARTS INC 139,091 160,786
    1486 FACEBOOK INC CL A 272,202 499,816
    2935 FIDELITY NATL INFORMATION SVCS INC 386,941 320,355
    2468 GODADDY INC CL A 119,636 209,434
    1078 HENRY JACK & ASSOC INC 35,732 180,015
    665 KLA CORP 209,869 378,497
    313 LAM RESEARCH CORP 162,865 225,094
    100 MICRON TECHNOLOGY INC 8,085 9,315
    5926 MICROSOFT CORP 257,894 1,993,032
    757 NETFLIX INC 328,100 456,047
    852 SAP AE SPONSORED 110,354 119,374
    789 TAIWAN SEMICONDUCTOR MFG 110,494 94,925
    845 TEXAS INSTRUMENTS INC 144,205 159,257
    5426 VISA INC COM CL A 272,142 1,175,868
    4343 AES CORP 57,695 105,535
    4636 CENTERPOINT ENERGY INC COM 101,798 129,391
    861 ENTERGY CORP NEW COM 97,979 96,992
    3937 EXELON CORP 163,869 227,401
    1777 NEXTERA ENERGY INC 98,473 165,901
    1284 ORSTED A/S ADR 71,482 54,865
    1314 SEMPRA ENERGY COM 124,337 173,816
    812 AMERICAN TOWER CORP NEW 21,714 237,510
    2423 CROWN CASTLE INTL CORP 205,756 505,777
    711 EQUINIX INC COM 291,579 601,392
    503 AIR PRODS & CHEMS INC COM 145,596 153,043
    37,522 ASAHI KASEI CORP 289,293 352,275
    35 GIVAUDAN AG DUEBENDORF 61,913 184,105
    814 L'AIR LIQUIDE CO LTD 74,090 141,913
    659 L'AIR LIQUIDE CO LTD 113,759 114,890
    2672 SHIN ETSU CHEMICAL CO 229,929 462,270
    15,777 VALE S A 278,577 221,194
    978 ADIDAS AG ORD SHS 347,293 281,580
    117 AMAZON COM INC 88,540 390,118
    39,134 B&M EUROPEAN VALUE RETAIL SA 256,278 335,990
    4,627 CIE FINANCIERE RICHEMONT AG ZUG 310,581 695,573
    7,110 COMCAST CORP CL A 310,844 357,846
    4,725 COMCAST CORP CL A 0 237,809
    1,369 COSTCO WHOLESALE CORP 149,334 403,067
    752 DOLLAR GEN CORP NEW COM 164,019 177,344
    3,774 ESSILORLUXOTTICA SA 297,408 803,525
    948 FLUTTER ENTERTAINMENT PLC 185,100 150,973
    207 HERMES INTL S A 102,030 361,543
    2,274 HILTON WORLDWIDE HLDGS INC COM 138,902 354,721
    2,955 HYUNDAI MTR CO SPONSORED GDR REPSTG PFD 115,159 144,135
    14,994 INDUSTRIA DE DISENO TEXTIL INDITES SA 502,113 486,427
    355 KERING SA SHS 193,593 285,355
    229 KERING SA SHS 222,236 250,791
    1168 LEAR CORP COM 205,641 213,686
    596 LOWES COS INC 120,013 154,054
    215 LVMH 35,602 177,734
    721 NIKE INC 42,095 120,169
    600 NITORI HOLDINGS CO LTD 79,434 89,759
    5,100 ROYAL CARIBBEAN GROUP 156,089 392,190
    1,836 V F CORP COM 152,490 152,883
    2,719 YUM BRANDS INC COM 99,166 171,909
    2,373 CHEVRON CORP NEW COM 151,623 278,472
    2498 CHEVRON CORP NEW COM 208,648 293,140
    2421 CONOCOPHILLIPS COM 119,442 174,748
    2344 EOG RES INC COM 160,115 208,218
    3,130 TC ENERGY CORPORATION REGISTERED SHS 146,264 145,794
    5,176 TOTAL SA EUR SHS 211,954 278,966
    83,315 AIA GROUP LTD HONG KONG SHS 233,584 844,981
    2,013 AON PLC REGISTERED SHS CL A 114,646 605,027
    275 AON PLC REGISTERED SHS CL A 52,435 82,654
    22383 BANCO BILBAO VIZCAYA ARGENTARIA SA 118,896 133,621
    1809 BNP PARIBAS ORD SHS 112,611 125,005
    1,008 CHUBB LTD COM 69,955 194,856
    10938 CITIZENS FINL GROUP INC COM 285,342 516,821
    2,162 CME GROUP INC COM 117,798 493,931
    10403 DBS GROUP HLDGS LTD DBSH 206,270 252,086
    3,679 DISCOVER FINL SVCS 317,641 425,145
    15,868 DNB ASA SHS 269,218 363,584
    450 FIRST REP BK SAN FRANCISCO CALIF NEW COM 45,682 92,930
    1,982 HDFC BK LTD ADR 34,559 130,726
    4,642 INTERCONTINENTAL EXCHANGE INC COM 294,482 634,886
    114,068 INTESA SANPAOLO SPA SHS 309,763 294,953
    5,321 JP MORGAN CHASE & CO COM 186,381 728,727
    1,881 LONDON STOCK EXCH GROUP PLC 104,325 176,524
    610 LONDON STOCK EXCH GROUP PLC 61,446 57,246
    2,458 MARSH & MCLENNAN COS INC COM 66,140 427,250
    200 SIGNATURE BK NEW YORK N Y COM 59,038 64,694
    445 STATE STR CORP COM 43,224 41,385
    2,055 STATE STR CORP COM 119,182 191,115
    2,800 TRUIST FINL CORP COM 120,824 163,940
    17,675 UBS GROUP AG SHS 195,824 315,852
    854 WESTERN ALLIANCE BANCORPORATION COM 81,694 91,933
    4,602 ABBOTT LABS COM 294,421 647,685
    500 ANTHEM INC COM 134,944 231,770
    7,647 ASTRAZENECA PLC SHS 551,686 885,906
    834 BEIGENE LTD SPONSORED ADR 110,917 225,956
    1,938 DANAHER CORP COM 41,273 496,147
    1234 EDWARDS LIFESCIENCES CORP COM 111,466 159,865
    698 GENMAB A/S SHS 98,310 280,710
    4,455 GILEAD SCIENCES INC 133,251 323,478
    8,773 GRIFOLS SA SHS 268,138 168,341
    1,239 JOHNSON & JOHNSON COM 183,866 211,956
    1,923 KONINKLIJKE PHILIPS N V 89,248 70,863
    1,262 LILLY ELI & CO COM 100,776 348,590
    1508 MERCK & CO INC NEW COM 110,575 115,573
    10,140 NOVO NORDISK AS VORMALS NOVO INDUSTRI AS ALMINDELIG 112,398 1,139,653
    7,349.113 ROYAL PHILIPS NV SHS 284,257 273,807
    626.887 ROYAL PHILIPS NV SHS 25,578 23,356
    175 SARTORIUS AG VORZ AKT OHNE STIMMRECHT 26,564 118,440
    90 SARTORIUS AG VORZ AKT OHNE STIMMRECHT 41,273 60,912
    2103 SEAGEN INC COM 110,258 325,124
    1,800 SHIONOGI & CO LTD SHS 103,389 127,018
    35 STRAUMANN HOLDING AG WALDENBURG NAMEN AKT 29,611 74,418
    1,977 UNITEDHEALTH GROUP INC COM 338,795 992,731
    570 VERTEX PHARMACEUTICALS INC COM 120,238 125,172
    1,135 ZIMMER BIOMET HLDGS INC COM 158,820 144,190
    18,163 ABB LTD ZUERICH NAMEN AKT SHS 439,905 695,816
    6,472 AIRBUS SE BEARER SHS 251,369 553,093
    3,555 AMETEK INC NEW COM 255,275 462,000
    3808 CARRIER GLOBAL CORP COM 163,804 206,546
    4,528 CSX CORP COM 111,062 254,815
    1,655 DKSH HOLDING AG ZUERICH NAMEN AKT 130,908 136,796
    921 DSV PANALPINA A/S BEARER AND/OR REGISTERED SHS 75,054 215,124
    3764 DUN & BRADSTREET HLDGS 71,445 77,124
    1,466 EURONET WORLDWIDE INC 81,028 72,217
    5188 EVERTEC INC COM 233,615 259,296
    386 HEICO CORP NEW CL A 32,622 49,609
    1,085 HEICO CORP NEW COM 136,326 156,479
    2,268 ITT INC COM 220,377 231,767
    1,314 KEYENCE CORPED SHS 40,338 652,862
    784 MKS INSTRS INC COM 118,137 136,549
    1,408 MOODYS CORP COM 136,069 549,937
    576 MSCI INC COM 110,005 265,295
    713 NORFOLK SOUTHN CORP COM 161,537 212,267
    1,403 NORTHROP GRUMMAN CORP COM 310,384 430,422
    3,055 RELX PLC SHS ISIN 71,726 99,373
    2,680 RYANAIR HLDGS PLC SPONSORED ADR NEW 213,332 274,244
    245 RYANAIR HLDGS PLC SPONSORED ADR NEW 21,435 25,071
    373 S&P GLOBAL INC 141,016 176,030
    6,249 SAFRAN SA PARIS SHS 392,601 765,004
    790 SMC CORP SHS 62,039 429,255
    967 TFI INTERNATIONAL INC REGISTERED SHS 109,438 108,621
    401 TRANSDIGM GROUP INC COM 72,653 255,148
    6,015 ANHEUSER BUSCH INBEV SA NV SHS 291,253 363,665
    3,975 BRITISH AMERICAN TOBACCO PLC ORD 150,974 147,143
    7,290 BRITISH AMERICAN TOBACCO PLC ORD 277,365 269,854
    4,357 CARLSBERGRNATIONAL 323,204 659,604
    6,071 DIAGEO PLC ORD SHS 86,069 172,602
    764 GENERAL MILLS INC 46,865 51,478
    5,525 GROUP DANONE SHS 312,488 342,960
    1,690 HONEYWELL INTL INC COM 274,874 352,382
    1600 JARDINE MATHESON HOLDINGS LTD 103,546 86,000
    1,114 LOREAL SHS 116,927 528,163
    4,677 NESTLE SA CHAM ET VEVEY SHS COM 152,786 654,266
    4,395 PHILIP MORRIS INTL INC COM 307,966 423,130
    3,040 RECKITT BENCKISER GROUP PLC SLOUGH SHS 234,430 261,085
    858 RECKITT BENCKISER GROUP PLC SLOUGH SHS 66,267 73,688
    2,000 SHISEIDO CO LTD 143,143 111,411
    2,720 UNILEVER PLC SHS 153,771 145,329
    5,263 ACTIVISION BLIZZARD INC COM 182,213 350,147
    150 ADOBE SYS INC COM 36,193 85,059
    52 ALPHABET INC CAP STK CL C 6,626 150,467
    30 ALPHABET INC CAP STK CL C 52,837 86,808
    164 ALPHABET INC CL A 20,901 475,115
    6,500 AMERICA MOVIL SAB DE C V SPONSORED ADR REPSTG SER L SHS 102,710 137,215
    17,905 AMERICA MOVIL SAB DE C V SPONSORED ADR REPSTG SER L SHS 219,354 377,975
    486 ANALOG DEVICES INC COM 81,807 85,424
    4,604 APPLE INC COM 15,657 817,532
    2,540 APPLE INC COM 157,980 352,476
    1,973 ASML HOLDING N V SHS 55,589 1,585,480
    2,403 BROADCOM INC COM 157,221 1,600,311
    397 CHARTER COMMUNICATIONS INC NEW CL A 74,912 258,832
    1,210 ELECTRONIC ARTS INC COM 107,912 159,599
    3178 FIDELITY NATL INFORMATION SVCS INC COM 464,695 346,879
    1400 FUJITSU LTD ORD SHS 250,956 239,897
    6,036 GODADDY INC CL A 278,036 512,215
    5,882 HAMAMATSU PHOTONICS KK SHS 102,720 374,965
    758 HENRY JACK & ASSOC INC COM 24,938 126,578
    3,319 INTEL CORP COM 124,681 170,929
    1,655 KLA CORP COM 245,128 711,832
    33,760 KONINKLIJKE KPN NV 100,967 104,801
    60,000 KONINKLIJKE KPN NV 160,607 186,257
    2802 KULICKE & SOFFA INDS INC 147,519 169,633
    504 LIGHTSPEED COMM 46,576 20,383
    132 MERCADOLIBRE INC COM 153,094 177,989
    1,216 META PLATFORMS INC CL A 234,542 409,002
    153 MICRON TECHNOLOGY INC 12,370 14,252
    3,555 MICROSOFT CORP COM 131,786 1,195,618
    361 NETFLIX INC 198,266 217,481
    181 NICE SYSTEMS LTD 52,276 54,952
    19,537 NOKIA SYSTEMS 113,753 123,829
    694 OBIC CO LTD TOKYO SHS 72,553 130,192
    294 SAMSUNG ELECTRS LTD NON-VTG PFD GDR 345,841 442,764
    3,342 SAP AG SYSTEME ANWENDUNGEN PRODUKTE IN DER 291,651 474,644
    403 SERVICENOW INC COM 48,361 132,418
    1,104 STMICROELECTRONICS NV SHS 46,270 54,934
    15,000 TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR 236,905 1,374,181
    3,225 TENCENT HLDGS LTD SHS PAR HKD 139,969 188,963
    3,085 TENCENT HLDGS LTD SHS PAR HKD 140,725 180,760
    574 TAXAS INSTRUMENTS 106,136 108,182
    3141 TRIMBLE INC COM 99,566 273,864
    914 VERISIGN INC 193,231 231,991
    4,085 VISA INC COM CL A 66,148 885,260
    1,038 WOLFSPEED INC 105,642 116,017
    6,776 AES CORP COM 72,932 164,657
    4,000 AES CORP COM 81,252 97,200
    15,910 ENEL SOCIETA PER AZIONI AZ 85,498 127,471
    47,641 ENEL SOCIETA PER AZIONI AZ 358,300 381,700
    24,064 ENGIE ACT COM 365,255 356,104
    2,421 EXELON CORP COM 110,526 139,837
    17,631 IBERDROLA SA BILBAO SHS 48,843 75,545
    443 ORSTED A S SHS 67,871 56,577
    818 SEMPRA ENERGY COM 73,634 108,205
    9254 COMPAGNIE FINANCIERE RICHEMONT 0 10,158
    1,954 CROWN CASTLE INTL CORP NEW COM 93,670 238,590
    307 EQUINIX INC COM 142,100 259,673
    17,000 LINK REAL ESTATE INVESTMENT TRUST UNITS 124,577 149,696
    10,077 LINK REAL ESTATE INVESTMENT TRUST UNITS 81,413 88,735

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE STANTON FOUNDATION
     
    C/O BAKER TILLY
    EIN:
    13-3598005
    US Government Securities - End of Year Book Value:

    46,929,876
    US Government Securities - End of Year Fair Market Value:

    47,262,522
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 LegalFeesSchedule
    Name:
    THE STANTON FOUNDATION
     
    C/O BAKER TILLY
    EIN:
    13-3598005
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEE 100,299 0   100,299


    TY 2021 OtherAssetsSchedule
    Name:
    THE STANTON FOUNDATION
     
    C/O BAKER TILLY
    EIN:
    13-3598005
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST RECEIVABLE 1,553    
    EMPLOYEE LOAN RECEIVABLE 61,847 51,416 51,416
    SECURITY DEPOSIT 21,667 21,667 21,667
    NOTE RECEIVABLE 1,357,823 1,264,692 1,264,692
    PREPAID GRANT 400,000    
    PREPAID EXPENSE 31,920 11,451 11,451


    TY 2021 OtherExpensesSchedule
    Name:
    THE STANTON FOUNDATION
     
    C/O BAKER TILLY
    EIN:
    13-3598005
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    IT EXPENSE 4,500 0   4,500
    STORAGE 2,520 0   2,520
    DUES & SUBSCRIPTIONS 10,678 0   10,678
    MEALS 1,498 0   1,498
    INSURANCE 12,722 0   12,722
    SEMINAR EXPENSE 27,906 0   27,906
    PUBLIC RELATION 8,700 0   62,380
    PRIZE EXPENSE 21,000 0   21,000
    UTILITIES 14,947 0   14,947
    OFFICE EXPENSE 54,735 0   54,735
    INVESTMENT ADVISORY FEE 703,354 703,354   0
    MISCELLANEOUS EXPENSE 2,520 0   2,520
    RETURNED GRANTS -19,609 0   -19,609


    TY 2021 OtherIncreasesSchedule
    Name:
    THE STANTON FOUNDATION
     
    C/O BAKER TILLY
    EIN:
    13-3598005
    Description Amount
    ACCRUED & CASH ADJUSTMENT 94,049


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE STANTON FOUNDATION
     
    C/O BAKER TILLY
    EIN:
    13-3598005
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING FEE 239,612 0   239,612


    TY 2021 TaxesSchedule
    Name:
    THE STANTON FOUNDATION
     
    C/O BAKER TILLY
    EIN:
    13-3598005
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAXES 160,928 0   0
    FOREIGN TAX 117,654 117,654   0
    PAYROLL TAX 34,166 0   34,166
    STATE FILING FEES 2,000 0   2,000