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
JANE'S TRUST FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)HEMENWAY BARNES LLP PO BOX 96120
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA021961209
A Employer identification number

27-3422536
B Telephone number (see instructions)

(617) 227-7940
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$86,187,333J 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) 5,000,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,017,633 1,016,258  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 7,780,102
b Gross sales price for all assets on line 6a 4,249,325
7 Capital gain net income (from Part IV, line 2)... 8,518,833
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 76,124 119,064  
12 Total. Add lines 1 through 11........ 13,873,859 9,654,155  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 165,569 82,784   82,785
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 300 0   300
b Accounting fees (attach schedule)....... Click to see attachment 15,574 7,787   7,787
c Other professional fees (attach schedule).... Click to see attachment 346,204 346,204   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 157,258 66,911   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 540,406 529,450   500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,225,311 1,033,136   91,372
25 Contributions, gifts, grants paid....... 2,748,303 2,748,303
26 Total expenses and disbursements. Add lines 24 and 25 3,973,614 1,033,136   2,839,675
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,900,245
b Net investment income (if negative, enter -0-) 8,621,019
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 Savings and temporary cash investments......... 1,347,589 2,765,796 2,765,796
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)....... 9,704,418 Click to see attachment11,029,013 16,522,309
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).......... 40,938,104 Click to see attachment51,942,846 66,899,228
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) 51,990,111 65,737,655 86,187,333
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........ 6,604,742 6,604,742
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 45,385,369 59,132,913
29 Total net assets or fund balances (see instructions)..... 51,990,111 65,737,655
30 Total liabilities and net assets/fund balances (see instructions). 51,990,111 65,737,655
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
51,990,111
2
Enter amount from Part I, line 27a .....................
2
9,900,245
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,847,299
4
Add lines 1, 2, and 3 ..........................
4
65,737,655
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
65,737,655
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 K-1 AACP INVESTORS LP P    
b K-1 LL MORTGAGE FUND LP P    
c K-1 LL MORTGAGE FUND LP P    
d K-1 OVERLOOK PARTNERS FUND LP P    
e K-1 OVERLOOK PARTNERS FUND LP P    
K-1 POLUNIN DEVELOPING COUNTRIES FUND P    
K-1 POLUNIN DEVELOPING COUNTRIES FUND P    
K-1 STEWART INVESTORS GEMSL FUND P    
K-1 STEWART INVESTORS GEMSL FUND P    
K-1 STRATEGIC INVESTORS FUND IV, LP P    
K-1 STRATEGIC INVESTORS FUND IV, LP P    
K-1 SUSTAINABLE ASSET FUND II, LP P    
K-1 TA XIII-B , LP P    
K-1 TA XIII-B , LP P    
K-1 TUCKERBROOK SB GLOBAL DISTRESSED FD I LP P    
K-1 TUCKERBROOK SB GLOBAL DISTRESSED FD I LP P    
K-1 WHITESPRUCE FUND P    
K-1 WHITESPRUCE FUND P    
K-1 WYNNCHURCH CAPITAL PARTNERS V, LP P    
K-1 WYNNCHURCH CAPITAL PARTNERS V, LP P    
K-1 ACCOLADE PARTNERS VII, LP P    
K-1 ACCOLADE PARTNERS VII, LP P    
K-1 ACCOLADE PARTNERS VIII LP P    
K-1 ACCOLADE PARTNERS VIII LP P    
K-1 IR&M CORE BOND FUND LLC P    
K-1 IR&M CORE BOND FUND LLC P    
K-1 HRJ GROWTH CAPITAL II LP P    
K-1 HRJ GLOBAL BUY0OUT III (US) LP P    
K-1 HRJ GROWTH CAPITAL II LP P    
K-1 CLEAN GROWTH FUND IV LP P    
K-1 BANCRO 2006 VENTURE CAPITAL FUND LLC P    
K-1 BANCRO 2006 VENTURE CAPITAL FUND LLC P    
K-1 BANCRO 2007 SPECIAL OPPORTUNITIES LLC P    
K-1 CAPITAL DYNAMICS CHAMPION VENTURES V L.P. P    
K-1 CAPITAL DYNAMICS CHAMPION VENTURES V L.P. P    
K-1 CAPITAL DYNAMICS CHAMPION VENTURES VI, L.P. P    
K-1 CAPITAL DYNAMICS CHAMPION VENTURES VI, L.P. P    
K-1 CAPITAL DYNAMICS TRANSACTION PARTNERS 2021 LP P    
K-1 CAPITAL DYNAMICS TRANSACTION PARTNERS 2021 LP P    
K-1 CLEAN ENERGY FUND LP P    
K-1 CLEAN ENERGY FUND LP P    
K-1 HRJ GLOBAL BUY0OUT III (US) LP P    
K-1 CLEAN GROWTH FUND IV LP P    
K-1 CLEAN GROWTH FUND V LP P    
K-1 CLEAN GROWTH FUND V LP P    
K-1 DAVIDSON KEMPER INSTITUTIONAL PARTNERS LP P    
K-1 DAVIDSON KEMPER INSTITUTIONAL PARTNERS LP P    
K-1 GLOBAL OPTIMIZATION FUND LP P    
K-1 GLOBAL OPTIMIZATION FUND LP P    
K-1 CQG PARTNERS GLOBAL EQUITY FUND P    
K-1 CQG PARTNERS GLOBAL EQUITY FUND P    
K-1 HRJ CAPITAL VC V (FOREIGN) LP P    
K-1 HRJ CAPITAL VC VI (INTERNATIONAL) LP P    
K-1 HRJ GLOBAL BUY-OUT III (EUROPE) LP P    
K-1 HRJ GLOBAL BUY-OUT III (EUROPE) LP P    
K-1 ASIA ALTERNATIVES CAPITAL PARTNERS P    
PUBLICLY TRADED SECURITIES      
15418.502 SHS ARTISAN INTL VALUE FUND INST SHARES P   2021-09-16
PUBLICLY TRADED SECURITIES      
PERSHING SQUARE HOLDINGS P    
ABDIEL QUALIFIED OFFSHORE PARTNERS LTD P    
THE CHILDREN'S INVESTMENT FUND P    
KABOUTER INTERNATIONAL OPPORTUNITIES OFFSHORE FUND II, LTD 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       2,829
b       7,976
c       7,747
d       7,407
e       155,873
      72,225
      193,774
      19,563
      88,351
      425
      235,432
      242,151
      808
      152,310
      -734
      -24,224
      178,055
      364,304
      2
      11
      5,707
      56,075
      566
      4,686
      -26,519
      -20,384
      65,567
      31,938
      -2,331
      -206
      343
      871,665
      -62,250
      -1
      564,892
      372
      462,819
      85,215
      117,165
      59,875
      433,370
      -1,659
      32,227
      4,724
      21,717
      55,036
      61,982
      20,166
      392,855
      2,376
      531,256
      14,791
      147,501
      -31
      16,548
      60,955
280,646   260,253 20,393
700,000   558,195 141,805
2,959,155   1,406,633 1,552,522
      4,833
      347,339
      266,237
      162,887
309,524     309,524
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       2,829
b       7,976
c       7,747
d       7,407
e       155,873
      72,225
      193,774
      19,563
      88,351
      425
      235,432
      242,151
      808
      152,310
      -734
      -24,224
      178,055
      364,304
      2
      11
      5,707
      56,075
      566
      4,686
      -26,519
      -20,384
      65,567
      31,938
      -2,331
      -206
      343
      871,665
      -62,250
      -1
      564,892
      372
      462,819
      85,215
      117,165
      59,875
      433,370
      -1,659
      32,227
      4,724
      21,717
      55,036
      61,982
      20,166
      392,855
      2,376
      531,256
      14,791
      147,501
      -31
      16,548
      60,955
      20,393
      141,805
      1,552,522
      4,833
      347,339
      266,237
      162,887
      309,524
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 8,518,833
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........................... 3 119,832
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- ..... 5 119,832
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 75,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 125,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 200,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 696
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 79,972
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet79,972 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
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
    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)
    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. Click to see attachment...............................
    10
    Yes
     
    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 instructionsClick to see attachment.................
    12
    Yes
     
    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 ofbulletHEMENWAY BARNES LLP Telephone no.bullet (617) 227-7940

    Located atbullet75 STATE STREETBOSTONMA ZIP+4bullet021091466
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
    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
    NANCY B GARDINER TRUSTEE
    1.25     		82,784 0 0
    C/O HEMENWAY BARNES LLP 75 STATE ST
    16TH FLOOR
    BOSTON,MA02109
    KURT F SOMERVILLE TRUSTEE
    1.25     		82,785 0 0
    C/O HEMENWAY BARNES LLP 75 STATE ST
    16TH FLOOR
    BOSTON,MA02109
    MARTHA S ROBES TRUSTEE
    1.25     		0 0 0
    C/O HEMENWAY BARNES LLP 75 STATE ST
    16TH FLOOR
    BOSTON,MA02109
    JEAN B STEVENSON TRUSTEE
    1.25     		0 0 0
    C/O HEMENWAY BARNES LLP 75 STATE ST
    16TH FLOOR
    BOSTON,MA02109
    ELIZABETH STEELE TRUSTEE
    1.25     		0 0 0
    C/O HEMENWAY BARNES LLP 75 STATE ST
    16TH FLOOR
    BOSTON,MA02109
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    15,972,149
    b
    Average of monthly cash balances.......................
    1b
    2,763,182
    c
    Fair market value of all other assets (see instructions)................
    1c
    62,552,147
    d
    Total (add lines 1a, b, and c).........................
    1d
    81,287,478
    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
    81,287,478
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,219,312
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    80,068,166
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,003,408
    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
    4,003,408
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    119,832
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    119,832
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,883,576
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,883,576
    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
    3,883,576
    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 3,883,576
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 2,748,303
    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$ 2,839,675
    a Applied to 2020, but not more than line 2a 2,748,303
    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..... 91,372
    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 ..........     		3,792,204
    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
    BIGELOW LABORATORY FOR OCEAN SCIENCES
    60 BIGELOW DRIVE
    EAST BOOTHBAY,ME04544     		NONE PUBLIC CHARITY CLIMATE CHANGE AND RELATED RESEARCH 100,000
    CATHOLIC CHARITIES MAINE
    PO BOX 10660
    PORTLAND,ME04104     		NONE PUBLIC CHARITY AFGHAN REFUGEE AND RESETTLEMENT 10,000
    CONSERVATION LAW FOUNDATION
    62 SUMMER STREET
    BOSTON,MA02110     		NONE PUBLIC CHARITY CLEAN WATER AND CLIMATE RESILIENCE PROGRAMS IN NORTHERN NEW ENGLAND 100,000
    EDWIN L STEELE LABORATORY
    100 BLOSSOM STREET COX-734
    BOSTON,MA02114     		NONE PUBLIC CHARITY A FELLOWSHIP FOR DR. SAMPURNA CHATTERJEE 100,000
    FIDELITY CHARITABLE
    PO BOX 770001
    CINCINNATI,OH452770053     		NONE PUBLIC CHARITY TRANSFER IN THE JANES TRUST DONOR ADVISED FUND AT FIDELITY 239,303
    GULF OF MAINE RESEARCH INSTITUTE
    350 COMMERCIAL STREET
    PORTLAND,ME041019301     		NONE PUBLIC CHARITY HANDS ON CLIMATE LEARNING PROGRAMS FOR COASTAL CONSTITUENTS. 85,000
    INTERNATIONAL INSTITUTE OF NEW ENGLAND INC
    2 BOYLSTON STREET STE 3
    BOSTON,MA02116     		NONE PUBLIC CHARITY AFGHAN REFUGEE AND RESETTLEMENT 20,000
    ISLAND INSTITUTE
    386 MAIN STREET
    ROCKLAND,ME04841     		NONE PUBLIC CHARITY CLIMATE ENERGY PROGRAMS 125,000
    JAG PRODUCTIONS
    PO BOX 354
    WHITE RIVER JUNCTION,VT05001     		NONE PUBLIC CHARITY A SECOND RESIDENCY AND FILM POST-PRODUCTION FOR THE BLACK JOY PROJECT 50,000
    MAINE COMMUNITY FOUNDATION INC
    245 MAIN STREET
    ELLSWORTH,ME04605     		NONE PUBLIC CHARITY THE MAINE CLIMATE LEADERSHIP FUND, TO SUPPORT CLIMATE RESILIENCE PROJECT THROUGH THE GOVERNOR'S OFFICE OF POLICY 50,000
    MAINE COMMUNITY FOUNDATION INC
    245 MAIN STREET
    ELLSWORTH,ME04605     		NONE PUBLIC CHARITY THE BELVEDERE HISTORIC PRESERVATION AND ENERGY EFFICIENCY PROGRAM 110,000
    MAINE INITIATIVES INC
    56 NORTH STREET
    PORTLAND,ME04101     		NONE PUBLIC CHARITY THE GRANTS FOR CHANGE PROGRAM 25,000
    MOTE MARINE LABORATORY INC
    1600 KEN THOMPSON PKWY
    SARASOTA,FL34236     		NONE PUBLIC CHARITY THE NEXT GENERATION SCIENTISTS POSTDOCTORAL FELLOWS PROGRAM 125,000
    NATURE CONSERVANCY INC
    2500 MAITLAND CENTER PARKWAY
    MAITLAND,FL32751     		NONE PUBLIC CHARITY CLIMATE CHANGE EDUCATION AND ADVOCACY WORK IN FLORIDA 100,000
    NEW ENGLAND GRASSROOTS ENVIRONMENT FUND INC
    PO BOX 611
    NEWMARKET,NH03857     		NONE PUBLIC CHARITY OPERATING SUPPORT FOR GRASSROOTS ENVIRONMENTAL AND SOCIAL JUSTICE GRANTMAKING 75,000
    NEW HAMPSHIRE PUBLIC RADIO INC
    2 PILLSBURY STREET 6TH FLOOR
    CONCORD,NH03301     		NONE PUBLIC CHARITY ADVANCING AND SUSTAINING NHPRS ENVIRONMENTAL JOURNALISM 70,000
    NEW HAMPSHIRE SUSTAINABLE ENERGY ASSOCIATION
    14 DIXON AVENUE SUITE 302
    CONCORD,NH03301     		NONE PUBLIC CHARITY OPERATING SUPPORT FOR STAFF FOCUSED ON REGULATORY AFFAIRS IN NEW HAMPSHIRE 70,000
    OPEN SPACE INSTITUTE LAND TRUST
    1350 BROADWAY SUITE 201
    NEW YORK,NY10018     		NONE PUBLIC CHARITY SUPPORT FOR LAND TRUSTS AND STATE AGENCIES IN INTEGRATING CLIMATE CHANGE AND RESILIENCE INTO CONSERVATION PLANS AND PROJECTS. 100,000
    PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND
    784 HERCULES DRIVE STE 110
    COLCHESTER,VT05446     		NONE PUBLIC CHARITY OPERATING SUPPORT 250,000
    POSITIVE TRACKS INC
    35 SOUTH MAIN STREET
    HANOVER,NH03755     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 100,000
    SHELBURNE FARMS
    1611 HARBOR ROAD
    SHELBURNE,VT05482     		NONE PUBLIC CHARITY CLIMATE CHANGE EDUCATION INITIATIVE 100,000
    TRUSTEES OF BOSTON UNIVERSITY
    595 COMMONWEALTH AVE SUITE 700
    BOSTON,MA02215     		NONE PUBLIC CHARITY CENTER FOR ANTIRACIST RESEARCHS MODEL LEGISLATION PROJECT 75,000
    UNIVERSITY OF NEW HAMPSHIRE FOUNDATION INC
    9 EDGEWOOD ROAD
    DURHAM,NH03824     		NONE PUBLIC CHARITY THE UNH SUSTAINABILITY FELLOWS PROGRAM 100,000
    UPSTAGE PLAYERS
    PO BOX 786
    LITTLETON,NH03561     		NONE PUBLIC CHARITY OPERATING SUPPORT INCLUDING: SUPPORT FOR ARCHITECTURAL FEES, COSTUME CATALOGING AND EDUCATION PROGRAMS 69,000
    VERMONT COUNCIL ON RURAL DEVELOPMENT
    43 STATE STREET
    MONTPELIER,VT05601     		NONE PUBLIC CHARITY THE CLIMATE ECONOMY MODEL COMMUNITIES AND CLIMATE CATALYST PROGRAM 50,000
    VERMONT LAW SCHOOL INC
    164 CHELSEA STREET
    SOUTH ROYALSTON,VT05068     		NONE PUBLIC CHARITY THE CLIMATE JUSTICE PROJECT 80,000
    VERMONT NATURAL RESOURCES COUNCIL INC
    9 BAILEY AVENUE
    MONTPELIER,VT05602     		NONE PUBLIC CHARITY COMMUNITY ENERGY EFFICIENCY PROGRAMS 100,000
    VERMONT SUSTAINABLE JOBS FUND
    3 PITKIN COURT SUITE 301E
    MONTPELIER,VT05602     		NONE PUBLIC CHARITY THE DELTACLIME-VT CLIMATE ECONOMY BUSINESS ACCELERATOR 100,000
    VITAL COMMUNITIES INC
    195 NORTH MAIN STREET
    WHITE RIVER JUNCTION,VT05001     		NONE PUBLIC CHARITY COMMUNITY ENERGY EFFICIENCY AND CLIMATE ADAPTION PROGRAMS IN THE UPPER VALLEY 85,000
    WHITE MOUNTAIN SCIENCE INC
    23 AMMONOOSUC STREET STE 1
    LITTLETON,NH03561     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 75,000
    US COMMITTEE FOR REFUGEES AND IMMIGRANTS INC
    2231 CRYSTAL DRIVE SUITE 350
    ARLINGTON,VA022023794     		NONE PUBLIC CHARITY USCRI-VT'S AFGHAN REFUGEE AND RESETTLEMENT WORK 10,000
    Total .................................bullet 3a 2,748,303
    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 ............     		523000 42,565 18 7,737,537  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 ASIA ALTERNATIVES CAP PART II     		523000   14 -367  
    bK-1 KILTEARN GLOBAL EQUITY     14    
    cK-1 DAVIDSON KEMPNER     14 21,993  
    dK-1 STRATEGIC INVESTORS FUND IV 523000 6 14 2,803  
    eK-1 HRJ GROWTH CAP II 523000 5,152 14 2,938  
    fK-1 HRJ CAPITAL VC VI INTL     14 1,055  
    gK-1 HRJ GLOBAL BUY-OUT III     14    
    hK-1 CAPITAL DYNAMICS CHAMP VENT VI 523000 770 14 275  
    iK-1 POLUNIN DEVELOPING     14 5,475  
    jK-1 HRJ CAPITAL VC V FOREIGN     14    
    kK-1 HRJ GLOBAL BUY-OUT III US 523000 8,269 14 -278  
    lK-1 IR&M CORE BOND FUND LLC     14 4,535  
    mK-1 GLOBAL RESOURCE OPTIMIZATION FD L.P.     14 -1,075  
    nK-1 CLEAN GROWTH FUND IV 523000 -761 14 -9  
    oOTHER PASS THROUGH INCOME     14    
    pK-1 CLEAN ENERGY FUND     14 1,831  
    qK-1 CAPITAL DYNAMICS CHAMPION VENTURES V 523000 171 14 121  
    rK-1 TA XII-B, LP 523000 1 14 92  
    sK-1 GQG PARTNERS GLOBAL EQUITY FD     14 -1,625  
    tK-1 STEWART INVESTORS GEMSL FUND     14 16,965  
    12 Subtotal. Add columns (b), (d), and (e) .. 1,313 8,872,546 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    8,873,859
    (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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    JANE'S TRUST FOUNDATION
     
    Employer identification number

    27-3422536
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    JANE'S TRUST FOUNDATION
          		Employer identification number
    27-3422536
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    JANE'S TRUST
     
    C/O HEMENWAY BARNES LLP PO BOX 9612
     
    BOSTON, MA021961209

    		$ 5,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    JANE'S TRUST FOUNDATION
          		Employer identification number

    27-3422536
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    JANE'S TRUST FOUNDATION
          		Employer identification number

    27-3422536
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    JANE'S TRUST FOUNDATION
    EIN:
    27-3422536
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 15,574 7,787   7,787

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

    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    JANE'S TRUST FOUNDATION
    EIN:
    27-3422536
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    K-1 BANCRO 2006 VENTURE CAPITAL FUND LLC   PURCHASED         COST 0 1,171  
    K-1 CAPITAL DYNAMICS CHAMPION VENTURES V L.P.   PURCHASED         COST 0 381  
    K-1 CAPITAL DYNAMICS CHAMPION VENTURES VI L.P.   PURCHASED         COST 0 1,727  
    K-1 CAPITAL DYNAMICS TRANSACTION PARTNERS 2021 LP   PURCHASED         COST 0 -10  
    K-1 CAPITAL DYNAMICS TRANSACTION PARTNERS 2021 LP   PURCHASED         COST 0 536  
    K-1 CLEAN GROWTH FUND IV   PURCHASED         COST 0 142  
    K-1 HRJ GLOBAL BUY-OUT III (US) LP   PURCHASED         COST 0 -1  
    K-1 TA XIII-B LP   PURCHASED         COST 0 23,594  
    K-1 TA XIII-B LP   PURCHASED         COST 0 4,773  
    K-1 ACCOLADE PARTNERS VII, LP   PURCHASED         COST 0 741  
    K-1 ACCOLADE PARTNERS VII, LP   PURCHASED         COST 0 7,528  
    K-1 ACCOLADE PARTNERS VIII, LP   PURCHASED         COST 0 214  
    K-1 ACCOLADE PARTNERS VIII, LP   PURCHASED         COST 0 1,769  

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    JANE'S TRUST FOUNDATION
    EIN:
    27-3422536
    Name of Stock End of Year Book Value End of Year Fair Market Value
    2000 ABBOTT LABS 85,707 281,480
    150 ADOBE SYS 80,279 85,059
    100 ALPHABET INC CL A 85,804 289,704
    70 AMAZON.COM 120,509 233,404
    1500 ANALOG DEVICES 119,126 263,655
    2000 APPLE INC 64,360 355,140
    1500 APTARGROUP 126,660 183,720
    500 APTIV PLC 80,480 82,475
    1300 AUTOMATIC DATA PROCESSING 138,048 320,554
    800 BECTON DICKINSON 193,703 201,184
    2000 CANADIAN NATL RAILWAY 135,551 245,720
    2300 CHURCH & DWIGHT 146,244 235,750
    1500 CVS HEALTH 106,048 154,740
    900 DANAHER CORP 73,126 296,109
    1250 DISNEY 137,361 193,613
    500 EDWARDS LIFESCIENCES 54,828 64,775
    2250 FISERV 162,774 233,528
    700 HOME DEPOT 107,277 290,507
    1000 HONEYWELL INTL 192,682 208,510
    400 ILLUMINA 65,656 152,176
    1000 INTEL CORP 45,478 51,500
    1100 JOHNSON & JOHNSON 149,793 188,177
    4000 KONINKLIJKE DSM NV 177,983 226,440
    700 MASTERCARD 78,432 251,524
    900 MICROSOFT CORP 66,454 302,688
    1800 NESTLE SA ADR 150,308 252,666
    1500 NEXTERA ENERGY 111,495 140,040
    1100 NIKE INC CLASS B 101,000 183,337
    1500 NOVARTIS AG ADR 101,713 131,205
    1100 NVIDIA CORP 38,320 323,521
    1000 ORSTED A S 55,739 127,452
    700 PAYPAL HOLDINGS 44,900 132,006
    1500 PINTEREST INC 79,929 54,525
    1500 PROCTER & GAMBLE 145,277 245,370
    700 ROCKWELL AUTOMATION 104,636 244,195
    3000 TJX COS 179,614 227,760
    3500 UNILEVER PLC NEW ADR 180,973 188,265
    500 UNITED HEALTH GROUP 158,861 251,070
    275 VEEVA SYSTEMS INC 68,927 70,257
    1400 WASTE MANAGEMENT INC 118,069 233,660
    2000 WELLTOWER 103,075 171,540
    1000 XILINX 60,312 212,030
    1500 XYLEM INC 79,460 179,880
    28732 VANGUARD RUSSELL 1000 VALUE INDEX FUND ETF 2,000,780 2,118,698
    75681.13 AQR STYLE PREMIA ALTERNATIVE FUND CLASS R6 749,999 537,336
    82123.367 ADVISERS INVT TR JOHCM INTL SL CL I 1,750,000 2,466,165
    62481.033 ARTISAN INTL VALUE INST 1,851,263 2,639,199

    TY 2021 InvestmentsOtherSchedule2
    Name:
    JANE'S TRUST FOUNDATION
    EIN:
    27-3422536
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ABDIEL QUALIFIED OFFSHORE PARTNERS LTD AT COST 886,362 1,455,196
    ACCOLADE PARTNERS VII AT COST 614,335 1,255,659
    ACCOLADE PARTNERS VIII AT COST 268,415 348,452
    ASIA ALTERNATIVES CAPITAL PARTNERS AT COST 97,684 148,188
    ASIA ALTERNATIVES CAPITAL PARTNERS II AT COST 195,199 762,920
    AVESI PARTNERS FUND I LP AT COST 44,186 48,538
    BANCRO 2006 VENTURE CAPITAL AT COST 824,778 2,824,139
    BANCRO 2007 SPECIAL OPPORTUNITIES AT COST 110,882 6,277
    BASE 10 ADVANCEMENT INITIATIVE I LP AT COST 368,621 402,999
    CAMBER CAPITAL OFFSHORE FUND LTD AT COST 1,500,000 1,475,280
    CAPITAL DYNAMICS TRANS PARTNERS 2021 AT COST 1,300,332 2,391,521
    CHILDREN'S INVESTMENT FUND AT COST 3,766,237 4,799,200
    CLEAN GROWTH FUND IV AT COST 136,982 383,613
    CLEAN GROWTH FUND V AT COST 208,114 417,880
    D1 CAPITAL PARTNERS OFFSHORE AT COST 1,606,988 2,657,273
    DAVIDSON KEMPNER PARTNERS AT COST 2,327,822 2,383,047
    GAOLING FEEDER LTD AT COST 1,400,000 1,104,908
    GLOBAL RESOURCE OPTIMIZATION FUND AT COST 1,852,358 2,639,853
    GQG PARTNERS GLOBAL EQUITY FUND AT COST 2,176,604 2,685,472
    INCOME RESEARCH & MGMT CORE BOND AT COST 7,371,514 7,530,824
    KABOUTER INTERNATIONAL OPPORTUNITIES AT COST 868,005 1,210,929
    LANDSDOWNE CLEAN ENERGY FUND AT COST 2,276,124 2,732,363
    LL MORTGAGE FUND AT COST 1,302,399 1,369,136
    MATRIX CAPITAL MANAGMENT FUND OFFSHORE AT COST 1,750,000 2,270,030
    NITORUM OFFSHORE FUND LP AT COST 1,288,489 1,434,029
    OBVIOUS GROWTH I LP AT COST 359,810 496,672
    OBVIOUS PRIME LL LP AT COST 100,000 100,000
    OVERLOOK PARTNERS FUND LP AT COST 1,242,857 1,439,320
    PARK PRESIDIO CAPITAL OFFSHORE FUND AT COST 1,500,000 1,961,407
    POLUNIN DEVELOPING COUNTRIES FUND LLC AT COST 1,413,983 1,434,552
    SILVER LAKE PARTNERS VI AT COST 49,338 532,710
    STEWART INVESTORS GLOBAL EMERGING MRKT LEADERS AT COST 1,241,897 1,378,720
    SUSTAINABLE ASSET FUND III LP AT COST 62,422 61,017
    SUSTAINBLE ASSET FUND II AT COST 547,207 656,409
    SVB STRATEGIC INVESTORS FD IV LP AT COST 369,972 1,369,676
    TA XIII-B LP AT COST 735,286 1,129,308
    TA XIV-B LP AT COST 263,268 263,269
    TRIDENT CAPITAL VIII LP AT COST 883,196 1,207,669
    TUCKERBROOK/SB AT COST 142,188 188,091
    VALINOR CAPITAL PARTNERS OFFSHORE LTD AT COST 240,658 58,777
    VARDE INVESTMENT PARTNERS OFFSHORE AT COST 1,738,354 1,888,431
    WHITESPRUCE FUND LP AT COST 2,446,627 3,566,861
    WYNNCHURCH CAPITAL PARTNERS V AT COST 265,638 351,047
    YIHENG CAPITAL OFFSHORE PARTNERS LTD AT COST 1,750,000 1,558,113
    HRJ CAPITAL CHAMPION VENTURES VI (CAPITAL DYNAMICS CHAMPION VENTURE VI LP) AT COST 553,799 1,150,148
    HRJ CAPITAL VC VI - INTERNATIONAL AT COST 324,120 918,153
    HRJ GLOBAL BUY-OUT III EUROPE AT COST 352,756 95,374
    HRJ GLOBAL BUY-OUT III U.S. AT COST 166,891 140,365
    HRJ GROWTH CAPITAL II AT COST 496,391 97,630
    HRJ VC V - FOREIGN LP AT COST 8,016 31,184
    HRJ VC V, L.P. (CAPTIAL DYNAMICS CHAMPION VENTURE V, LP) AT COST 103,261 44,118
    SLP VI REGAL FEEDER I LP AT COST 42,481 42,481

    TY 2021 LegalFeesSchedule
    Name:
    JANE'S TRUST FOUNDATION
    EIN:
    27-3422536
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 300 0   300


    TY 2021 OtherExpensesSchedule
    Name:
    JANE'S TRUST FOUNDATION
    EIN:
    27-3422536
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS FEES 250 250   0
    COMMONWEALTH OF MASSACHUSETTS - FILING FEE 500 0   500
    PORTFOLIO DEDUCTIONS - FROM K-1 IR&M CORE BOND FUND (02-0552970) 3,624 3,624   0
    PORTFOLIO DEDUCTIONS - FROM K-1 DAVIDSON KEMPNER (13-3597020) 44,156 44,156   0
    PORTFOLIO DEDUCTIONS - FROM K-1 STEWART INVESTORS (20-6762882) 1,780 1,780   0
    PORTFOLIO DEDUCTIONS - FROM K-1 HRJ GLOBAL BUY-OUT III US 3,565 3,548   0
    PORTFOLIO DEDUCTIONS - FROM K-1 STRATEGIC INVESTORS (26-2776097) 13,890 13,890   0
    PORTFOLIO DEDUCTIONS - FROM K-1 HRJ CAPITAL VC V FOREIGN 5,599 5,599   0
    PORTFOLIO DEDUCTIONS - FROM K-1 ASIA ALTERNATIVES CAP II (26-1738262) 4,472 4,466   0
    PORTFOLIO DEDUCTIONS - FROM K-1 HRJ CAPITAL VC VI INTL 8,587 8,470   0
    PORTFOLIO DEDUCTIONS - FROM K-1 CAPITAL DYNAMICS CHAMP VENT VI 19,988 19,983   0
    PORTFOLIO DEDUCTIONS - FROM K-1 HRJ GROWTH CAPITAL II 24,166 24,166   0
    PORTFOLIO DEDUCTIONS - FROM K-1 LL MORTGAGE 13,186 13,186   0
    PORTFOLIO DEDUCTIONS - FROM K-1 POLUNIN DEVELOPING 23,660 23,660   0
    PORTFOLIO DEDUCTIONS - FROM K-1 CLEAN GROWTH FUND IV, LP 15,422 15,422   0
    PORTFOLIO DEDUCTIONS - FROM K-1 GLOBAL RESOURCE OPTIMIZATION FD L.P. 36,184 36,184   0
    PORTFOLIO DEDUCTIONS - FROM K-1 CLEAN ENERGY 22,250 22,250   0
    PORTFOLIO DEDUCTIONS - FROM K-1 CAPITAL DYNAMICS VENTURES V 17,569 17,568   0
    PORTFOLIO DEDUCTIONS - FROM K-1 TA XII-B, LP 19,562 19,349   0
    PORTFOLIO DEDUCTIONS - FROM K-1 GQG PARTNERS GLOBAL EQUITY FD 16,460 16,460   0
    PORTFOLIO DEDUCTIONS - FROM K-1 TUCKERBROOK SB GLOBAL 2,470 2,470   0
    PORTFOLIO DEDUCTIONS - FROM K-1 ACCOLADE PARTNERS VII 27,777 23,104   0
    PORTFOLIO DEDUCTIONS - FROM K-1 CLEAN GROWTH FUND V, LP 12,500 12,496   0
    PORTFOLIO DEDUCTIONS - FROM K-1 SUSTAINABLE ASSET FUND II, LP 19,733 19,733   0
    PORTFOLIO DEDUCTIONS - FROM K-1 WHITESPRUCE FUND LP 19,158 19,158   0
    PORTFOLIO DEDUCTIONS - FROM K-1 TRIDENT VIII, L.P. 16,527 15,992   0
    PORTFOLIO DEDUCTIONS - FROM K-1 WYNNCHURCH CAPITAL PARTNERS 17,893 17,893   0
    PORTFOLIO DEDUCTIONS - FROM K-1 SILVER LAKE PARTNERS VI, LP 11,922 11,922   0
    PORTFOLIO DEDUCTIONS - FROM K-1 ACCOLADE PARTNERS VIII, L.P. 14,766 10,719   0
    PORTFOLIO DEDUCTIONS - FROM K-1 AACP INVESTORS, L.P. 622 622   0
    PORTFOLIO DEDUCTIONS - FROM K-1 OVERLOOK PARTNERS FUND L.P. 12,365 12,365   0
    PORTFOLIO DEDUCTIONS - FROM K-1 AVESI PARTNERS FUND I, LP. 4,353 4,353   0
    PORTFOLIO DEDUCTIONS - FROM K-1 BANCRO 2006 VENTURE CAPITAL FUND LLC, L.P. 15,589 15,589   0
    PORTFOLIO DEDUCTIONS - FROM K-1BANCRO 2007 SPECIAL OPPORTUNITIES LLC. 6,466 6,448   0
    PORTFOLIO DEDUCTIONS - FROM K-1 BASE10 ADVANCEMENT INITIATIVE I LP 8,879 8,343   0
    PORTFOLIO DEDUCTIONS - FROM K-1 CAPITAL DYNAMICS TRANSACTION PARTNERS 2021 L 25,415 25,413   0
    PORTFOLIO DEDUCTIONS - FROM K-1 HRJ GLOBAL BUY-OUT III (EUROPE) LP 4,878 4,878   0
    PORTFOLIO DEDUCTIONS - FROM K-1 OBVIOUS GROWTH I LP 7,888 7,888   0
    PORTFOLIO DEDUCTIONS - FROM K-1 SUSTAINABLE ASSET FUND III (US FEEDER) LP 9,603 9,603   0
    PORTFOLIO DEDUCTIONS - FROM K-1 TA XIV-B, LP 6,732 6,450   0


    TY 2021 OtherIncomeSchedule2
    Name:
    JANE'S TRUST FOUNDATION
    EIN:
    27-3422536
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    VALINOR CAPITAL PARTNERS OFFSHORE 0 366 0
    K-1 ASIA ALTERNATIVES CAP PART II -367 -367 -367
    K-1 DAVIDSON KEMPNER 21,993 21,993 21,993
    K-1 STRATEGIC INVESTORS FUND IV 2,809 2,803 2,809
    K-1 HRJ GROWTH CAP II 8,090 2,938 8,090
    K-1 HRJ CAPITAL VC VI INTL 1,055 1,055 1,055
    K-1 CAPITAL DYNAMICS CHAMP VENT VI 1,045 275 1,045
    K-1 POLUNIN DEVELOPING 5,475 5,475 5,475
    K-1 HRJ GLOBAL BUY-OUT III US 7,991 -278 7,991
    K-1 IR&M CORE BOND FUND LLC 4,535 4,535 4,535
    K-1 GLOBAL RESOURCE OPTIMIZATION FD L.P. -1,075 -1,075 -1,075
    K-1 CLEAN GROWTH FUND IV -770 -9 -770
    K-1 CLEAN ENERGY FUND 1,831 1,831 1,831
    K-1 CAPITAL DYNAMICS CHAMPION VENTURES V 292 121 292
    K-1 TA XII-B, LP 93 92 93
    K-1 GQG PARTNERS GLOBAL EQUITY FD -1,625 -1,625 -1,625
    K-1 STEWART INVESTORS GEMSL FUND 16,965 16,965 16,965
    K-1 TUCKERBROOK SB GLOBAL 1,056 92 1,056
    K-1 ACCOLADE PARTNERS VII -636 35 -636
    K-1 CLEAN GROWTH FUND V, LP -2,426 -528 -2,426
    K-1 SUSTAINABLE ASSET FUND II, LP -44,159 6,019 -44,159
    K-1 AACP INVESTORS, L.P. 36,488 36,488 36,488
    K-1 BANCRO 2006 VENTURE FIND LLC 21,231 21,065 21,231
    K-1 BANCRO 2007 SPECIAL OPPORTUNITIES LLC -535 -88 -535
    K-1 CAPITAL DYNAMICS TRANSACTION PARTNERS 2021 LP -3,320 857 -3,320
    K-1 HRJ GLOBAL BUY-OUT III (EUROPE) LP -29 -29 -29
    K-1 ACCOLADE PARTNERS VIII LP 117 58 117


    TY 2021 OtherIncreasesSchedule
    Name:
    JANE'S TRUST FOUNDATION
    EIN:
    27-3422536
    Description Amount
    BOOK/TAX ADJUSTMENT 3,847,299


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    JANE'S TRUST FOUNDATION
    EIN:
    27-3422536
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 346,204 346,204   0


    TY 2021 SubstantialContributorsSch
    Name:
    JANE'S TRUST FOUNDATION
    EIN:
    27-3422536
    Name Address
    JANE'S TRUST
          		C/O HEMENWAY BARNES LLP PO BOX
    961209
    BOSTON,MA021961209


    TY 2021 TaxesSchedule
    Name:
    JANE'S TRUST FOUNDATION
    EIN:
    27-3422536
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES WITHHELD 66,911 66,911   0
    FEDERAL TAX 90,347 0   0