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. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 11-01-2020 , and ending 10-31-2021
Name of foundation
SOMERLED CHARITABLE FOUNDATION
 
% Wendy Macdonald
Number and street (or P.O. box number if mail is not delivered to street address)233 MARSHALL ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DUXBURY, MA023325126
A Employer identification number

20-3771709
B Telephone number (see instructions)

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$457,990J 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) 478,825
2 Check bullet.............
3 Interest on savings and temporary cash investments 17 17 17
4 Dividends and interest from securities... 0 0 0
5a Gross rents............ 0 0 0
b Net rental income or (loss) 0
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 753,310
b Gross sales price for all assets on line 6a 302,483
7 Capital gain net income (from Part IV, line 2)... 296,624
8 Net short-term capital gain......... 456,686
9 Income modifications........... 0
10a Gross sales less returns and allowances 214
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... Click to see attachment 214 214
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 1,232,366 296,641 456,917
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 50,000 0 0 50,000
15 Pension plans, employee benefits....... 4,344 0 0 4,344
16a Legal fees (attach schedule)......... Click to see attachment 4,848 0 0 4,848
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... Click to see attachment 26,693 0 0 26,693
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,535 3,000 3,000 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... Click to see list of attachments 70,806 0 0 54,658
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 159,226 3,000 3,000 140,543
25 Contributions, gifts, grants paid....... 192,474 192,474
26 Total expenses and disbursements. Add lines 24 and 25 351,700 3,000 3,000 333,017
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 880,666
b Net investment income (if negative, enter -0-) 293,641
c Adjusted net income (if negative, enter -0-)... 453,917
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 21,025 10,755 10,755
2 Savings and temporary cash investments......... 2,455 445,235 445,235
3 Accounts receivable bullet6
Less: allowance for doubtful accounts bullet0 6 0 0
4 Pledges receivable bullet0
Less: allowance for doubtful accounts bullet0 0 0 0
5 Grants receivable................. 0 0 0
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet   0 0  
8 Inventories for sale or use.............. 2,000 2,000 2,000
9 Prepaid expenses and deferred charges.......... 0 0 0
10a Investments—U.S. and state government obligations (attach schedule)   0  
b Investments—corporate stock (attach schedule).......   0  
c Investments—corporate bonds (attach schedule).......   0  
11 Investments—land, buildings, and equipment: basis bullet0
Less: accumulated depreciation (attach schedule) bullet0   0  
12 Investments—mortgage loans............. 0 0 0
13 Investments—other (attach schedule).......... 273,307 0 0
14 Land, buildings, and equipment: basis bullet0
Less: accumulated depreciation (attach schedule) bullet0   0  
15 Other assets (describe bullet) Click to see attachment4,549 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 303,342 457,990 457,990
Liabilities 17 Accounts payable and accrued expenses.......... 1,389 -3,717
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 1,389 -3,717
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........... 301,953 461,707
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 301,953 461,707
30 Total liabilities and net assets/fund balances (see instructions). 303,342 457,990
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
301,953
2
Enter amount from Part I, line 27a .....................
2
880,666
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,182,619
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
720,912
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
461,707
Form 990-PF (2020)
Form 990-PF (2020)
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 Public Traded Securities      
b
c
d
e
(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 302,483 0 5,859 296,624
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a   0   296,624
b
c
d
e
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 2 296,624
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 3 456,686
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
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: 2022-03-25(attach copy of letter if necessary–see instructions)
b Reserved................................ 1 4,082
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% 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  
3 Add lines 1 and 2........................... 3 4,082
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,082
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,546
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 0 7 4,546
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 464
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet464 RefundedBullet 11 0
Part VII-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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA, NY
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    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 (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-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 addressbullethttps://www.SomerledArts.org
    14
    The books are in care ofbulletWENDY L MACDONALD Telephone no.bullet (617) 921-1103

    Located atbullet233 MARSHALL STDUXBURYMA ZIP+4bullet023325126
    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 2020, 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 VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    c
    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 2020?.............
    1c
     
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    c
    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?..........
    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?.....................
    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?
    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? .................
    Part VIII
    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
    Wendy L MacdonaldClick to see attachment Trustee
    40.00     		0 0 0
    233 Marshall Street
    Duxbury,MA02332
    Robert L MacdonaldClick to see attachment Trustee
    2.00     		0 0 0
    233 Marshall Street
    Duxbury,MA02332
    Sarah L MacdonaldClick to see attachment Trustee
    1.00     		0 0 0
    233 Marshall Street
    Duxbury,MA02332
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-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 COVID-19 Relief Charitable Gifts Additional round of gifts to artists we supportedin the previous year. 86 individuals accepted the assistance some of whom had declined the initial offer. 192,474
    2 PRINCE JEN - This was to have been the year for the world premiere production of this musical Somerled has been developing over the past 7 years. Due to COVID-19 the premiere has been indefinitely postponed. Work has focused on dramaturgically strengthening the show with writers and directors consulting on the script via ZOOM. 56,814
    3 MUSEUM OF BROKEN RELATIONSHIPS - Royalties and additional writing fees provided to authors of this musical Somerled commissioned as they continue to revise. 18,500
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    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
    294,336
    b
    Average of monthly cash balances.......................
    1b
    191,823
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    486,159
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) Click to see attachment.............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    486,159
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    477,886
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,273
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    414
    Part XI
    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 X, line 6....................
    1
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    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
    333,017
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    333,017
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    333,017
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$  
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2020, enter the date of the ruling....... bullet
    2020-12-14
    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) 2020 (b) 2019 (c) 2018 (d) 2017
    414 733 208 228 1,583
    b 85% of line 2a ......... 352 623 177 194 1,346
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		333,017 868,514 840,418 291,252 2,333,201
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		333,017 868,514 840,418 291,252 2,333,201
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 457,990 303,342 794,946 838,545 2,394,823
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		 479,886 459,749 658,525 830,000 2,428,160
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		276 489 7,972 2,586 11,323
    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) ....     		0 0 0 0 0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		0 0 0 0 0
    (3) Largest amount of support
    from an exempt organization    		 0 0 0 0 0
    (4) Gross investment income 0 0 0 0 0
    Part XV
    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).)
    WENDY ROBERT MACDONALD
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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 (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    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
    Aaron A Alcaraz
    4762 Round Top Dr
    Los Angeles,CA90065     		No Relationship I covid-19 relief charitable gift 2,000
    Adam Laird
    35-10 35th St Apt D22
    Astoria,NY11106     		No Relationship I covid-19 relief charitable gift 6,000
    Alan D Wiggins
    860 W 181st St Apt 53
    New York,NY10033     		No Relationship I covid-19 relief charitable gift 2,000
    Alan Schmuckler
    c/o ICM Partners Attn Di Glazer
    65 East 55th St 12th Floor
    New York,NY10022     		No Relationship I covid-19 relief charitable gift 2,000
    Andrew G Cheng
    128 Ft Washington Ave Apt 9B
    New York,NY10032     		No Relationship I covid-19 relief charitable gift 2,000
    Ann M Oliver
    106-15 Queens Blvd 1-A
    Forest Hills,NY11375     		No Relationship I covid-19 relief charitable gift 2,000
    Apsara K Desai
    260 Riverside Dr 3C
    New York,NY10025     		No Relationship I covid-19 relief charitable gift 2,000
    Ashlyn M Smith
    32-50 48th St 1R
    Queens,NY11103     		No Relationship I covid-19 relief charitable gift 2,000
    Austin Ku
    717 W 177th St 4
    New York,NY10033     		No Relationship I covid-19 relief charitable gift 2,000
    Lindsey Levine
    24 Alder Way
    Wappingers Falls,NY12590     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Ben Chiasson
    164 Cumberland St Apt 606
    Toronto,ONM5R 1A8
    AF     		No Relationship I COVID-19 Relief Charitable Gift 1,974
    Benjamin Arellano
    345 W 55th St Apt 1C
    New York,NY10019     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Brandon A Contreras
    601 W 144th St Apt 6B
    New York,NY10031     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Brian Hill
    535 W 43rd St Apt S11E
    New York,NY10036     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Bryan Bonilla
    263 Clifton Place Apt 1L
    Brooklyn,NY11216     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Caitlin Burke
    43 W 85th St AA
    New York,NY10024     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Carly E Kincannon
    3059 Steinway St 3A
    Astoria,NY11103     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Casey R Reed
    2127 33rd St
    Apt 5H
    Astoria,NY11105     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Clifton A Duncan
    1497 Druid Valley Drive NE
    Apt B
    Atlanta,GA30329     		No Relationship I COVID-19 Relief Charitable Gift 2,500
    Connor R Russell
    22401 NE 25th Way
    Sammamish,WA98074     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Courtney Reed
    3620 Regal Place
    Los Angeles,CA90068     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Daniel A Dunlow
    505 W 54th St PH13
    New York,NY10019     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Daniel Green
    25 Parade Pl Apt 5C
    Brooklyn,NY11226     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Daniel P Berkery
    213 W 135th St Apt 1B
    New York,NY10030     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Darren Lee
    310 Smith Court
    Edgewater,NJ07020     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    David M Gardos
    101 W 24th St 21B
    New York,NY10011     		No Relationship I COVID-19 Relief Charitable Gift 6,000
    Denise A Pelletier
    150 Haven Ave Apt 6
    New York,NY10032     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Devin C Ilaw
    515 W 47th St 1A
    New York,NY10036     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Don Darryl Rivera
    1351 Brookfall Ave
    Union,NJ07083     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Eleasha F Gamble
    3409 58th St 2
    Woodside,NY11377     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Elizabeth J Zimmerman
    18-29 27th Ave 2R
    Astoria,NY11102     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Emily Borromeo Rochelson
    180 West End Avenue 25R
    New York,NY10023     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Emily C Marshall
    451 West 48th Street Apt 2W
    New York,NY10036     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Emma M Rosenthal
    4871 N Talman Ave 3
    Chicago,IL60625     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Eric D Badique
    9183 Burnet Ace
    North Hills,CA91343     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Eric M Brown
    8 Warren Road
    Maplewood,NJ07040     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Gabriel Barre
    340 West 57th Street Apt 6G
    New York,NY10019     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Geoffrey H Ko
    603 W 148th St
    Apt 5B
    New York,NY10031     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Halle Kilman
    10775 Richmond Place
    Cooper City,FL33026     		No Relationship I COVID-19 Relief Charitable Gift 6,000
    Helen Q Huang
    13715 Valley Oak Cir
    Rockville,MD20850     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    James Seol
    2796 Frederick Douglass Blvd 3B
    New York,NY10039     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Jennifer L Williams
    17 West 64th St Apt 4F
    New York,NY10023     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Jeremy Kushnier
    590 West 152nd Street
    New York,NY10031     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Jillian Gottlieb
    165 West End Ave
    Apt 3A
    New York,NY10023     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Joan Alexandra Jent Wyatt
    884 Riverside Drive 4A
    New York,NY10032     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Joel Waggoner
    472 Central Park West
    Apt 1B
    New York,NY10025     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    John Pyongmook Yi
    200 Congress Street Apt 3F
    Brooklyn,NY11201     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    John R Carlotto
    1155 Warburton Ave
    8u
    Yonkers,NY10701     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Johnathon V Link
    530 Exterior St
    Apt 13N
    Bronx,NY10451     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Jonathan E Bauerfeld
    170 W 78th St
    Apt B3
    New York,NY10024     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Joy Franz
    233 W 21st
    New York,NY10011     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Katrina R Elliott
    705 Union Street
    Brooklyn,NY11215     		No Relationship I COVID-19 Relief Charitable Gift 6,000
    Kelvin M Loh
    63 Hamilton Terrace Apt 22
    New York,NY10031     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Kevin Zak
    405 W 48th St
    Apt 3RW
    New York,NY10036     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Kristen Faith Oei
    38053 Glenmoor Drive
    Freemont,CA94536     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Kristine Bendul
    1919 Madison Ave 102
    New York,NY10035     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Krystal A Rowley
    PO Box 230165
    New York,NY10023     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Kylie Juioka
    310 Clarkson Ave
    Apt 402
    Brooklyn,NY11226     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Kyra Smith
    105 W Mason Ave
    Alexandria,VA22301     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Mairi Dorman-Phaneuf
    2 Club Way
    Hartsdale,NY10530     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Marc Dugan-Oka
    23034 Kinard Avenue
    Carson,CA90745     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Marc P Phaneuf
    2 Club Way
    Hartsdale,NY10530     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Mei Ann Teo
    183 Thompson St Apt A1
    New York,NY10012     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Michael A Cullen
    240 8th St 4S
    Brooklyn,NY11215     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Michael M Morris
    2350 Broadway 814A
    New York,NY10024     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Michael T Browne
    52 Lovell Avenue
    Mill Valley,CA94941     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Nana Tatebayashi
    4019 80th St
    Elmhurst,NY11373     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Nancy Ringham
    100 Willis Ave
    Cresskill,NJ07626     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Ned Riseley
    266 Decatur St 2
    Brooklyn,NY11233     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Neil Bartram
    535 W 43rd St Apt S11E
    New York,NY10036     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Nicholas Mahon
    50 County Route 9
    Ghent,NY12075     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Olivia Oguma
    235 W 102nd St 14S
    New York,NY10025     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Orville M Mendoza
    1858 7th Avenue 4D
    New York,NY10026     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Paolo S Montalban
    195 Windsong Circle
    East Brunswick,NJ08816     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Patricia Ann Cohenour
    2901 136th St NW
    Gig Harbor,WA98332     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Jay Paranada-Fried
    One Wall St Apt 1A
    Fort Lee,NJ07024     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Remy S Zaken
    460 West 149th St 21
    New York,NY10031     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Renee Albulario
    45 Wyckoff St Apt 1
    Brooklyn,NY11201     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Riza Takahasi
    2-26 50th Ave Apt 4E
    Long Island City,NY11101     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Robert A Driggers
    300 W 145TH ST 5L
    New York,NY10039     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Scott Watanabe
    4705 Adra Way
    Oceanside,CA92056     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Shuting D Leung
    274 West 140th Street 32
    New York,NY10030     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Suzanna L Bonnot
    501 W 184th St Apt 5B
    New York,NY10033     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Takemi Kuwayama
    590 Flatbush Ave 17C
    Brooklyn,NY11225     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Timothy S MacLaughlin
    21 Allerton Rd
    Lebanon,NJ08833     		No Relationship I COVID-19 Relief Charitable Gift 2,000
    Wilson Chin
    395 Fort Washington Ave 69
    New York,NY10033     		No Relationship I COVID-19 Relief Charitable Gift 6,000
    Total .................................bullet 3a 192,474
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-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     0   0 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    f     0   0 0
        0   0 0
    gFees and contracts from government agencies          
    2 Membership dues and assessments....   0   0 0
    3 Interest on savings and temporary cash
    investments ...........     		  0 14 17 0
    4 Dividends and interest from securities....   0   0 0
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......   0   0 0
    bNot debt-financed property.....   0   0 0
    6 Net rental income or (loss) from personal property   0   0 0
    7 Other investment income.....   0   0 0
    8 Gain or (loss) from sales of assets other than
    inventory ............     		  0 18 783,310 0
    9 Net income or (loss) from special events:   0   0 0
    10 Gross profit or (loss) from sales of inventory   0   0 214
    11 Other revenue:
    a       		  0   0 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    12 Subtotal. Add columns (b), (d), and (e).. 0 783,327 214
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    783,541
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    10 SALES OF AUDIO CONTENT FROM SOMERLED PROGRAMS CD's AND STREAMING DIGITAL FOR CULTURAL ENRICHMENT
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    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 (2020)
    Additional Data


    Software ID: 20012075
    Software Version: V1.0
    Part VI Line 7 - Tax Paid with the Original Return: 0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    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
    2020
    Name of the organization
    SOMERLED CHARITABLE FOUNDATION
     
    Employer identification number

    20-3771709
    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, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    SOMERLED CHARITABLE FOUNDATION
          		Employer identification number
    20-3771709
    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
    Robert L and Wendy L Macdonald
    233 Marshall Street
     
    Duxbury, MA02332

    		$ 324,140


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    Robert L and Wendy L Macdonald
    233 Marshall Street
     
    Duxbury, MA02332

    		$ 154,526


    (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, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    SOMERLED CHARITABLE FOUNDATION
          		Employer identification number

    20-3771709
    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
    1
    		 SECURITIES: 11,856 IVBXF 278 CDNS 1,112 CSCO 2,520 DNLI $ 324,140 2020-11-23
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 SECURITY 2,461 DNLI $ 154,526 2021-03-16
    (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, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    SOMERLED CHARITABLE FOUNDATION
          		Employer identification number

    20-3771709
    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, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 CashDeemedCharitableExplnStmt
    Name:
    SOMERLED CHARITABLE FOUNDATION
    EIN:
    20-3771709
    Software ID:
    20012075
    Software Version:
    V1.0
    Explanation:
    $243,186 held for "PRINCE JEN" musical development $100,000 held for "PRINCE JEN" regional production enhancement will need to raise CONSIDERABLY more $31,500 held for "MUSEUM OF BROKEN RELATIONSHIPS" musical development 12 months expenses @ $8,600 per month = $103,200 operating reserves

    TY 2020 InvestmentsOtherSchedule2
    Name:
    SOMERLED CHARITABLE FOUNDATION
    EIN:
    20-3771709
    Software ID:
    20012075
    Software Version:
    V1.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Security BABA   0 0
    Security IVBXF   0 0

    TY 2020 LegalFeesSchedule
    Name:
    SOMERLED CHARITABLE FOUNDATION
    EIN:
    20-3771709
    Software ID:
    20012075
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Sullivan & Worcester, Foundation Attorney (IRS Ruling-PrivateOperatingFoundation) 3,273 0 0 3,273
    Peter Breger, Esq, Entertainment Atty (Project: Prince Jen) 1,575 0 0 1,575


    TY 2020 OtherAssetsSchedule
    Name:
    SOMERLED CHARITABLE FOUNDATION
    EIN:
    20-3771709
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Refundable Deposits 4,549 0 0


    TY 2020 OtherDecreasesSchedule
    Name:
    SOMERLED CHARITABLE FOUNDATION
    EIN:
    20-3771709
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Amount
    Move Unrealized Gains/Losses to Capital Gains when securities sold 720,912


    TY 2020 OtherExpensesSchedule
    Name:
    SOMERLED CHARITABLE FOUNDATION
    EIN:
    20-3771709
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    1099-NEC Salaries Writers Directors Puppet Designer 33,640 0 0 33,640
    Royalties 12,500 0 0 12,500
    Trucking Storage 900 0 0 900
    Bank & Merchant Service Fees 67 0 0 6
    Insurance 12,686 0 0 5,109
    Dues Software Subscriptions 10,800 0 0 2,503
    Supplies 213 0 0 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    SOMERLED CHARITABLE FOUNDATION
    EIN:
    20-3771709
    Software ID:
    20012075
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RCI Theatricals - General Manager (Project: Prince Jen) 26,693 0 0 26,693


    TY 2020 SalesOfInventoryList 
    Name:
    SOMERLED CHARITABLE FOUNDATION
    EIN:
    20-3771709
    Software ID:
    20012075
    Software Version:
    V1.0

    Category Gross Sales Cost of Goods Sold Net (Gross Sales Minus
    Cost of Goods Sold)
    audio recordings from past Somerled projects 214 0 214

    TY 2020 SubstantialContributorsSch
    Name:
    SOMERLED CHARITABLE FOUNDATION
    EIN:
    20-3771709
    Software ID:
    20012075
    Software Version:
    V1.0
    Name Address
    Robert and Wendy Macdonald 233 Marshall Street
    Duxbury,MA02332


    TY 2020 TaxesSchedule
    Name:
    SOMERLED CHARITABLE FOUNDATION
    EIN:
    20-3771709
    Software ID:
    20012075
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EST Excise Tax on Investment Income FY2019 paid with extension 3,000 3,000 3,000 0
    MA State Filing Fee - refunded   0 0 0