TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021

Name of foundation
THE EVANS FOUNDATION
D/B/A LENOX STREET FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)31 ST JAMES AVE 740
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02116

A Employer identification number

04-3523698

B Telephone number (see instructions)

(617) 933-3620

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$5,657,327J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	752,824
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	110,292		110,292
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		2,329,722
b	Gross sales price for all assets on line 6a 7,550,276
7	Capital gain net income (from Part IV, line 2)...			3,254,700
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	3,192,838		3,364,992
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....		34,232	34,232	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		35,035	35	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	69,267		34,267	0
25	Contributions, gifts, grants paid.......	1,700,000			1,700,000
26	Total expenses and disbursements. Add lines 24 and 25	1,769,267		34,267	1,700,000
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	1,423,571
b	Net investment income (if negative, enter -0-)			3,330,725
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	73,016	134,501	134,501
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	6,931	0	0
	b	Investments—corporate stock (attach schedule).......	3,133,630	4,502,647	5,522,826
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,213,577	4,637,148	5,657,327
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	3,213,577	4,637,148
	29	Total net assets or fund balances (see instructions).....	3,213,577	4,637,148
	30	Total liabilities and net assets/fund balances (see instructions).	3,213,577	4,637,148

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

3,213,577

Enter amount from Part I, line 27a .....................

1,423,571

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

4,637,148

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

4,637,148

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	AIA GROUP LTD	P	2021-04-19	2021-05-26
b	ABBOT LABORATORIES	P	2021-04-16	2021-05-25
c	ABBOT LABORATORIES	P	2021-04-16	2021-12-23
d	ACTIVISION BLIZZARD INC	P	2021-04-16	2021-05-26
e	ACTIVISION BLIZZARD INC	P	2021-04-16	2021-12-23
	ADOBE SYSTEM INC	P	2021-04-16	2021-05-25
	ALIBABA GROUP HLDG LTD	P	2021-04-16	2021-05-25
	ALIBABA GROUP HLDG LTD	P	2021-04-19	2021-05-26
	ALIBABA GROUP HLDG LTD	P	2021-04-16	2021-12-09
	ALPHABET INC	P	2021-04-16	2021-05-25
	AMAZON COM INC	P	2021-04-16	2021-05-25
	AMERICAN WATER WORKS CO INC	P	2021-04-16	2021-05-25
	AMERICAN WATER WORKS CO INC	P	2021-04-16	2021-12-23
	ASTRAZENECA PLC SPONSORED ADR	P	2021-04-16	2021-05-25
	RIO TINTO	P	2021-04-16	2021-05-26
	RIO TINTO	P	2021-05-12	2021-05-26
	RIO TINTO	P	2021-04-16	2021-07-01
	RIO TINTO	P	2021-05-12	2021-08-25
	BERKSHIRE HATHAWAY INC DEL	P	2021-04-16	2021-05-25
	BERKSHIRE HATHAWAY INC DEL	P	2021-04-16	2021-12-23
	BLACKROCK INC	P	2021-04-16	2021-05-25
	BOSTON SCIENTIFIC CORP COM	P	2021-04-16	2021-05-25
	BOSTON SCIENTIFIC CORP COM	P	2021-04-16	2021-12-23
	BROADCOM INC	P	2021-04-16	2021-05-25
	BROADCOM INC	P	2021-04-16	2021-05-25
	BROADCOM INC	P	2021-04-16	2021-08-24
	CVS HEALTH CORP	P	2021-05-12	2021-05-25
	CVS HEALTH CORP	P	2021-05-12	2021-12-23
	CANADIAN PACIFIC RAILWAY LTD	P	2021-04-16	2021-05-25
	CANADIAN PACIFIC RAILWAY LTD	P	2021-05-11	2021-05-25
	CARMAX INC	P	2021-04-16	2021-05-25
	CARMAX INC	P	2021-04-16	2021-07-14
	CATERPILLAR INC	P	2021-04-16	2021-05-25
	CATERPILLAR INC	P	2021-04-16	2021-12-23
	CHEVRONTEXACO CORP	P	2021-04-16	2021-05-12
	CHEVRONTEXACO CORP	P	2021-04-16	2021-05-25
	CHEVRONTEXACO CORP	P	2021-09-28	2021-12-23
	CHINA GAS HOLDINGS LTD	P	2021-04-19	2021-05-26
	CHINA GAS HOLDINGS LTD	P	2021-04-19	2021-12-01
	CHINA MERCHANTS BANK CO LTD	P	2021-05-17	2021-05-26
	CISCO SYSTEMS INC	P	2021-04-16	2021-05-25
	CISCO SYSTEMS INC	P	2021-04-16	2021-12-23
	CITIGROUP INC	P	2021-04-16	2021-05-25
	CITIGROUP INC	P	2021-04-16	2021-12-23
	COCA COLA	P	2021-04-16	2021-05-25
	COCA COLA	P	2021-04-16	2021-12-23
	COMCAST CORP	P	2021-04-16	2021-05-25
	COMCAST CORP	P	2021-04-16	2021-12-23
	CONCOPHILLIPS	P	2021-05-12	2021-05-25
	CONCOPHILLIPS	P	2021-07-14	2021-12-23
	COSAN SA	P	2021-04-19	2021-05-26
	COSTCO WHOLESALE CORP	P	2021-04-16	2021-05-25
	CROWN CASTLE INTERNATIONAL CORP	P	2021-04-16	2021-05-25
	DEERE & CO	P	2021-04-16	2021-05-25
	DEERE & CO	P	2021-04-16	2021-12-23
	DEVON ENERGY CORP	P	2021-05-12	2021-05-25
	WALT DISNEY CO	P	2021-04-16	2021-05-25
	WALT DISNEY CO	P	2021-04-16	2021-05-25
	DUPONT DE NEMOURS INC	P	2021-04-16	2021-05-25
	DUPONT DE NEMOURS INC	P	2021-04-16	2021-12-23
	ELECTRONIC ARTS	P	2021-04-16	2021-05-25
	EPAM SYS INC	P	2021-04-19	2021-05-14
	EPAM SYS INC	P	2021-04-19	2021-05-26
	EQUINIX INC	P	2021-04-16	2021-05-25
	FACEBOOK INC	P	2021-04-16	2021-05-25
	FORTIVE CORP	P	2021-04-16	2021-05-25
	FORTIVE CORP	P	2021-04-16	2021-12-23
	FREEPORT-MCMORAN INC	P	2021-04-16	2021-05-25
	FREEPORT-MCMORAN INC	P	2021-04-16	2021-12-23
	GENERAL MOTORS CO	P	2021-04-16	2021-05-25
	GENERAL MOTORS CO	P	2021-04-16	2021-12-23
	AIRBUS GROUP NV	P	2021-04-16	2021-05-26
	HDFC BANK LTD	P	2021-04-19	2021-05-26
	LVMH MOET HENNESSY	P	2021-04-16	2021-05-26
	CAPEGEMINI SA	P	2021-04-16	2021-05-26
	HILL ROM HLDGS	P	2021-04-16	2021-05-25
	HILL ROM HLDGS	P	2021-04-16	2021-12-14
	HILTON WORLDWIDE HOLDINGS INC	P	2021-04-16	2021-05-25
	HILTON WORLDWIDE HOLDINGS INC	P	2021-04-16	2021-12-23
	HOME DEPOT INC	P	2021-04-16	2021-05-25
	HOME DEPOT INC	P	2021-04-16	2021-07-14
	HOME DEPOT INC	P	2021-04-16	2021-12-23
	HONEYWELL INTERNATIONAL INC	P	2021-04-16	2021-05-25
	HONEYWELL INTERNATIONAL INC	P	2021-04-16	2021-12-23
	KBC GROEP NV	P	2021-04-16	2021-05-26
	ICICI BK LTD AR	P	2021-04-16	2021-05-25
	ICICI BK LTD AR	P	2021-04-16	2021-05-26
	IDEXX LABS INC	P	2021-04-16	2021-05-25
	IDEXX LABS INC	P	2021-04-16	2021-12-23
	ILLINOIS TOOL WORKS INC	P	2021-04-16	2021-05-25
	ILLINOIS TOOL WORKS INC	P	2021-04-16	2021-12-23
	INDUSTRIAL & COML BK CHINA	P	2021-04-19	2021-05-17
	ING GROEP N V ADR	P	2021-04-16	2021-05-25
	INTERCONTINENTAL EXCHANGE INC	P	2021-04-16	2021-05-25
	INTERCONTINENTAL EXCHANGE INC	P	2021-04-16	2021-12-23
	ISHARES CORE S&P MID-CAP ETF	P	2022-04-16	2021-05-25
	ISHARES CORE S&P SMALL-CAP ETF	P	2021-04-16	2021-05-25
	ISHARES CORE S&P SMALL-CAP ETF	P	2021-04-16	2021-05-25
	ISHARES CORE MSCI EAFE ETF	P	2021-04-16	2021-05-25
	ISHARES CORE MSCI EAFE ETF	P	2021-04-16	2021-09-03
	ISHARES CORE MSCI EMERGING MARKETS ETF	P	2021-04-16	2021-05-25
	ISHARES CORE MSCI EMERGING MARKETS ETF	P	2021-04-16	2021-09-03
	ISHARES EDGE MSCI INTL VALUE	P	2021-04-16	2021-05-25
	ISHARES EDGE MSCI INTL VALUE	P	2021-04-16	2021-08-06
	JP MORGAN CHASE & CO	P	2021-04-16	2021-05-25
	JP MORGAN CHASE & CO	P	2021-04-16	2021-12-23
	JD.COM INC	P	2021-04-19	2021-05-26
	MERCK KGAA	P	2021-04-16	2021-05-26
	JOHNSON & JOHNSON	P	2021-04-16	2021-05-25
	JOHNSON & JOHNSON	P	2021-04-16	2021-12-23
	VIVENDI SA	P	2021-04-16	2021-05-26
	VIVENDI SA	P	2021-04-16	2021-10-14
	VIVENDI SA	P	2021-04-16	2021-10-15
	L3HARRIS TECHNOLOGIES INC	P	2021-04-16	2021-05-25
	LVMH MOET HENNESSY LOUIS VITTON SE	P	2021-05-12	2021-05-25
	MARTIN CURRIE SMASH SERIES EM FUND	P	2021-04-20	2021-05-26
	MARTIN CURRIE SMASH SERIES EM FUND	P	2021-04-20	2021-07-12
	MARTIN CURRIE SMASH SERIES EM FUND	P	2021-04-20	2021-10-18
	DASSAULT SYSTEMES	P	2021-04-16	2021-05-26
	LIVE NATION INC	P	2021-04-16	2021-05-25
	LIVE NATION INC	P	2021-07-14	2021-12-23
	MGM RESORTS INTERNATIONAL	P	2021-04-16	2021-05-25
	MGM RESORTS INTERNATIONAL	P	2021-04-16	2021-12-23
	SIEMENS AG	P	2021-04-16	2021-05-26
	MARVELL TECHNOLOGY INC	P	2021-04-16	2021-05-25
	MARVELL TECHNOLOGY INC	P	2021-04-16	2021-12-23
	DEUTSCHE TELEKOM	P	2021-05-12	2021-05-26
	DEUTSCHE TELEKOM	P	2021-04-19	2021-05-26
	MEITUAN DIANPING	P	2021-04-16	2021-05-25
	MERCADOLIBRE INC	P	2021-04-16	2021-12-15
	MERCADOLIBRE INC	P	2021-07-01	2021-12-15
	INFINEION TECHNOLOGY	P	2021-04-16	2021-05-26
	INFINEION TECHNOLOGY	P	2021-04-16	2021-11-30
	INFINEION TECHNOLOGY	P	2021-04-16	2021-11-30
	INFINEION TECHNOLOGY	P	2021-04-16	2021-12-01
	MERCK & CO INC	P	2021-05-12	2021-05-25
	ZURICH FINANCIAL SERVICES	P	2021-04-16	2021-05-26
	MINTH GROUP LTD	P	2021-04-19	2021-05-26
	MONDELEZ INTERNATIONAL INC	P	2021-04-16	2021-05-25
	MONDELEZ INTERNATIONAL INC	P	2021-04-16	2021-12-23
	MORGAN STANLEY	P	2021-04-16	2021-05-25
	MORGAN STANLEY	P	2021-04-16	2021-12-23
	DAIFUKU CO LTD	P	2021-04-19	2021-05-26
	DAIKIN KOGYO INDUSTRIES	P	2021-04-19	2021-05-26
	FANUC	P	2021-04-19	2021-05-26
	KEYENCE CORP	P	2021-04-19	2021-05-26
	NIKE INC CLASS B	P	2021-04-16	2021-05-25
	NIKE INC CLASS B	P	2021-04-16	2021-12-23
	NIDEC CORP	P	2021-04-19	2021-05-26
	NVIDIA CORP	P	2021-04-16	2021-05-25
	NVIDIA CORP	P	2021-04-16	2021-12-23
	SOFTBANK CORP	P	2021-04-19	2021-05-26
	SONY CORP	P	2021-04-19	2021-05-26
	ORGANON & CO	P	2021-04-16	2021-07-14
	ORGANON & CO	P	2021-05-12	2021-07-14
	ORGANON & CO	P	2021-04-16	2021-08-26
	TOKYO ELECTRON	P	2021-04-19	2021-05-26
	LUKOIL PJSC	P	2021-04-19	2021-05-26
	BANK RAKYAT INDONESIA PERSERO TBK PT	P	2021-04-19	2021-05-26
	BANK RAKYAT INDONESIA PERSERO TBK PT	P	2021-01-01	2021-12-02
	PALO ALTO NETWORKS INC	P	2021-04-16	2021-05-25
	PAYPAL HOLDINGS INC	P	2021-04-16	2021-05-25
	PAYPAL HOLDINGS INC	P	2021-04-16	2021-12-23
	PORSCHE AG	P	2021-04-16	2021-05-26
	PORSCHE AG	P	2021-04-16	2021-07-01
	PORSCHE AG	P	2021-04-16	2021-07-02
	PORSCHE AG	P	2021-04-16	2021-07-05
	PORSCHE AG	P	2021-04-16	2021-07-06
	PORSCHE AG	P	2021-04-16	2021-07-07
	NESTLE SA	P	2021-04-16	2021-05-26
	NESTLE SA	P	2021-05-18	2021-05-26
	TELEKOMONIKASI INDONESIA PERSERO TBK PT	P	2021-04-19	2021-05-26
	PING AN INSURANCE GROUP CO OF CHINA LTD	P	2021-04-19	2021-05-26
	LONZA GROUP AG	P	2021-04-16	2021-05-26
	PROLOGIS INC	P	2021-04-16	2021-05-25
	PROLOGIS INC	P	2021-04-16	2021-12-23
	PROSUS NV	P	2021-04-19	2021-05-26
	PROSUS NV	P	2021-04-19	2021-11-16
	REPLIGEN CORP	P	2021-04-16	2021-05-12
	REPLIGEN CORP	P	2021-04-16	2021-05-25
	ROCHE HLDG LT SPONSORED ADR	P	2021-04-16	2021-05-12
	ROCHE HLDG LT SPONSORED ADR	P	2021-03-21	2021-05-25
	SPDR S&P 500 ETF TRUST	P	2021-02-24	2021-04-19
	SPDR S&P 500 ETF TRUST	P	2021-02-25	2021-04-19
	SPDR S&P BIOTECH ETF	P	2021-04-16	2021-05-25
	SALESFORCE COM INC	P	2021-04-16	2021-05-25
	SALESFORCE COM INC	P	2021-04-16	2021-12-23
	SBERBANK OF RUSSIA PJSC	P	2021-04-19	2021-05-26
	SEA LTD	P	2021-04-16	2021-05-25
	SEA LTD	P	2021-04-19	2021-05-26
	SEA LTD	P	2021-04-16	2021-11-29
	SEA LTD	P	2021-07-28	2021-11-29
	SEA LTD	P	2021-04-16	2021-11-30
	SHOPIFY INC	P	2021-04-16	2021-05-25
	SUNNY OPTICAL TECHNOLOGY GROUP	P	2021-04-19	2021-05-17
	SUNNY OPTICAL TECHNOLOGY GROUP	P	2021-04-19	2021-05-26
	SUNNY OPTICAL TECHNOLOGY GROUP	P	2021-04-19	2021-11-09
	TAIWAN SEMICONDUCTOR MFG ADR	P	2021-04-16	2021-05-17
	TAIWAN SEMICONDUCTOR MFG ADR	P	2021-04-16	2021-05-25
	TAIWAN SEMICONDUCTOR MFG ADR	P	2021-03-19	2021-05-26
	TAIWAN SEMICONDUCTOR MFG ADR	P	2021-04-19	2021-05-26
	TAIWAN SEMICONDUCTOR MFG ADR	P	2021-04-19	2021-11-24
	TARGET CORP	P	2021-04-16	2021-05-25
	TARGET CORP	P	2021-04-16	2021-12-23
	TELADOC INC	P	2021-04-16	2021-05-12
	TENCENT HOLDINGS LTD	P	2021-04-16	2021-05-25
	TENCENT HOLDINGS LTD	P	2021-04-19	2021-05-26
	TENCENT HOLDINGS LTD	P	2021-04-16	2021-08-06
	TENCENT HOLDINGS LTD	P	2021-04-16	2021-12-23
	THERMO FISHER SCIENTIFIC INC	P	2021-05-12	2021-05-25
	TORONTO-DOMINION BANK	P	2021-04-16	2021-05-25
	TOTAL SA	P	2021-04-16	2021-05-25
	TRUIST FINANCIAL CORP	P	2021-04-16	2021-05-25
	UNION PACIFIC CORP	P	2021-04-16	2021-05-25
	UNION PACIFIC CORP	P	2021-04-16	2021-12-23
	UNITED PARCEL SERVICE INC	P	2021-04-16	2021-05-25
	UNITED PARCEL SERVICE INC	P	2021-04-16	2021-12-23
	UNITEDHEALTH GROUP INC	P	2021-05-12	2021-05-25
	VALERO ENERGY CORP	P	2021-05-12	2021-05-25
	VERIZON COMMUNICATIONS	P	2021-04-16	2021-05-25
	VERIZON COMMUNICATIONS	P	2021-04-16	2021-12-23
	VISA	P	2021-04-16	2021-05-12
	VISA	P	2021-04-16	2021-05-25
	VISA	P	2021-04-16	2021-12-23
	VULCAN MATERIALS CO	P	2021-04-16	2021-05-25
	WALMART STORES INC	P	2021-04-16	2021-05-25
	WALMART STORES INC	P	2021-04-16	2021-12-23
	XINYI SOLAR HLDGS LTD	P	2021-04-19	2021-05-26
	PING AN INSURANCE GROUP CO H	P	2021-04-19	2021-05-26
	PING AN INSURANCE GROUP CO H	P	2021-04-19	2021-09-21
	FERROVIAL SA	P	2021-04-16	2021-05-26
	FERROVIAL SA	P	2021-04-16	2021-08-13
	FERROVIAL SA	P	2021-05-13	2021-08-13
	FERROVIAL SA	P	2021-04-16	2021-08-16
	FERROVIAL SA	P	2021-04-16	2021-08-17
	FERROVIAL SA	P	2021-04-16	2021-08-18
	FERROVIAL SA	P	2021-04-16	2021-08-19
	FERROVIAL SA	P	2021-04-16	2021-08-20
	FERROVIAL SA	P	2021-04-16	2021-08-23
	FERROVIAL SA	P	2021-04-16	2021-08-24
	FERROVIAL SA	P	2021-04-16	2021-08-26
	FERROVIAL SA	P	2021-04-16	2021-08-27
	FERROVIAL SA	P	2021-04-16	2021-08-30
	FERROVIAL SA	P	2021-04-16	2021-08-31
	ROYAL DUTCH SHELL PLC	P	2021-05-12	2021-05-26
	NESTLE OIL	P	2021-04-16	2021-05-26
	LONDON STOCK EXCHANGE GROUP PLC	P	2021-04-16	2021-05-07
	LONDON STOCK EXCHANGE GROUP PLC	P	2021-04-16	2021-05-10
	DEUTSCHE WOHNEN AG	P	2021-04-16	2021-05-26
	DEUTSCHE WOHNEN AG	P	2021-04-16	2021-11-02
	DEUTSCHE WOHNEN AG	P	2021-04-16	2021-11-03
	DEUTSCHE WOHNEN AG	P	2021-04-16	2021-11-04
	PARTNERS GROUP NPV	P	2021-04-16	2021-05-26
	PARTNERS GROUP NPV	P	2021-04-16	2021-10-01
	EXPERIAN GROUP LTD	P	2021-04-16	2021-05-26
	ANGLO AMERICAN PLC	P	2021-04-16	2021-05-26
	ANGLO AMERICAN PLC	P	2021-04-16	2021-07-01
	RECKITT BENCKISER GROUP PLC	P	2021-04-16	2021-05-26
	MACQUARIE GROUP LTD	P	2022-04-19	2021-05-26
	AMADEUS IT HLDG SA	P	2021-04-16	2021-05-26
	AMADEUS IT HLDG SA	P	2021-04-16	2021-07-01
	AMADEUS IT HLDG SA	P	2021-04-16	2021-07-01
	GLENCORE XSTRATA PLC	P	2021-04-16	2021-05-26
	GLENCORE XSTRATA PLC	P	2021-05-12	2021-05-26
	GLENCORE XSTRATA PLC	P	2021-04-16	2021-07-01
	GLENCORE XSTRATA PLC	P	2021-04-16	2021-08-25
	AIA GROUP LTD	P	2021-04-19	2021-05-26
	AIA GROUP LTD	P	2021-04-19	2021-09-21
	COLOPLAST A/S - B	P	2021-04-16	2021-05-07
	COLOPLAST A/S - B	P	2021-04-16	2021-05-10
	COLOPLAST A/S - B	P	2021-04-16	2021-05-11
	COLOPLAST A/S - B	P	2021-04-16	2021-05-12
	KION GROUP AG	P	2021-04-16	2021-05-26
	VONOVIA SE	P	2021-04-16	2021-05-16
	MEITUAN DIANPING	P	2021-04-19	2021-05-12
	PROSUS	P	2021-04-16	2021-05-26
	PROSUS	P	2021-04-16	2021-07-29
	EVOLUTION GAMING GROUP AB	P	2021-07-29	2021-11-30
	EVOLUTION GAMING GROUP AB	P	2021-08-25	2021-11-30
	FERROVIAL SA	P	2021-05-13	2021-05-26
	TENCENT HOLDINGS LTD	P	2021-04-19	2021-05-12
	TENCENT HOLDINGS LTD	P	2021-04-19	2021-05-26
	THUNGELA RES LTD	P	2021-04-16	2021-07-02
	UNICREDIT SPA NPV	P	2021-05-12	2021-05-26
	ADYEN N V	P	2021-04-16	2021-05-26
	ADYEN N V	P	2021-04-16	2021-12-16
	CREDICORP LTD	P	2021-04-19	2021-05-26
	EATON CORP PLC	P	2021-04-16	2021-05-25
	EATON CORP PLC	P	2021-04-16	2021-12-23
	STERIS PLC	P	2021-04-16	2021-05-25
	ASML HOLDINGS NV	P	2021-04-16	2021-05-25
	ASML HOLDINGS NV	P	2021-04-16	2021-05-25
	ASML HOLDINGS NV	P	2021-04-16	2021-09-30
	ASML HOLDINGS NV	P	2021-04-16	2021-12-23
	LYONDELLBASELL INDUSTRIES NV	P	2021-04-16	2021-05-25
	LYONDELLBASELL INDUSTRIES NV	P	2021-04-16	2021-12-23
	AES CORP	P	2016-01-04	2021-04-16
	ADVANCES MICRO DEVICES INC	P	2017-12-11	2021-04-16
	ALPHABET INC	P	2015-01-08	2021-04-16
	ALPHABET INC	P	2015-01-08	2021-04-16
	AMAZON COM INC	P	2016-06-20	2021-05-25
	AMERICAN EXPRESS CO	P	2016-03-07	2021-04-16
	APPLE INC	P	2014-07-17	2021-04-16
	APPLE INC	P	2014-07-17	2021-05-25
	APPLE INC	P	2014-07-17	2021-12-23
	BAXTER INTERNATIONAL INC	P	2015-03-09	2021-04-16
	CME GROUP INC	P	2016-06-20	2021-04-16
	CENTENE CORP	P	2016-12-27	2021-04-16
	CONCOPHILLIPS	P	2016-02-04	2021-04-16
	EXELON CORP	P	2015-12-03	2021-04-16
	EAS INDEX FD	P	2017-01-05	2021-04-16
	JABIL INC	P	2012-10-24	2021-04-16
	LVMH MOET HENNESSY LOUIS VITTON SE	P	2016-07-15	2021-04-16
	MASTERCARD INC	P	2016-07-21	2021-04-16
	MASTERCARD INC	P	2016-10-24	2021-04-16
	MCDONALDS CORP	P	2015-08-26	2021-04-16
	MCDONALDS CORP	P	2015-08-26	2021-05-12
	MICROSOFT CORP	P	2016-06-17	2021-04-16
	MICROSOFT CORP	P	2016-06-17	2021-04-16
	MICROSOFT CORP	P	2016-06-17	2021-05-25
	MICROSOFT CORP	P	2016-06-17	2021-12-23
	NEXTERA ENERGY INC	P	2014-07-17	2021-04-16
	NEXTERA ENERGY INC	P	2014-07-17	2021-05-25
	SDPR S&P 500 ETF TRUST	P	2017-01-05	2021-04-16
	SDPR S&P 500 ETF TRUST	P	2017-01-05	2021-04-16
	SDPR S&P 500 ETF TRUST	P	2017-01-05	2021-04-16
	SDPR S&P 500 ETF TRUST	P	2017-01-05	2021-04-19
	SDPR S&P 500 ETF TRUST	P	2017-01-05	2021-05-25
	SNOWFLAKE INC	D	2014-04-02	2021-03-24
	SNOWFLAKE INC	D	2014-04-02	2021-03-24
	SNOWFLAKE INC	D	2014-04-02	2021-03-24
	SNOWFLAKE INC	D	2014-04-02	2021-03-24
	SNOWFLAKE INC	D	2015-03-30	2021-02-24
	SNOWFLAKE INC	D	2017-03-24	2021-02-24
	SNOWFLAKE INC	D	2018-12-10	2021-02-24
	SNOWFLAKE INC	D	2015-03-12	2021-03-24
	SNOWFLAKE INC	D	2015-03-30	2021-03-24
	SNOWFLAKE INC	D	2015-03-30	2021-03-24
	SNOWFLAKE INC	D	2015-03-30	2021-03-24
	STARBUCKS CORP	P	2014-07-17	2021-04-16
	STRYKER CORP	P	2015-06-15	2021-04-16
	TJX COS INC	P	2014-07-17	2021-04-16
	UNITEDHEALTH GROUP INC	P	2016-06-20	2021-04-16
	UNITEDHEALTH GROUP INC	P	2016-06-20	2021-05-25
	XILINX INC	P	2015-08-28	2021-04-16
	YUM! BRANDS INC	P	2016-01-04	2021-04-16
	ROUNDING AND BOOK ADJUST	P	2016-01-04	2021-04-15
	DONATED SHARES BASIS ADJ	D	2016-01-01	2021-12-31

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	2,221	2,113	108
b	5,573	5,806	-233
c	279	247	32
d	1,934	1,935	-1
e	3,966	5,998	-2,032
	4,037	4,163	-126
	3,180	3,625	-445
	4,257	4,711	-454
	6,556	12,807	-6,251
	9,439	9,115	324
	6,528	6,745	-217
	2,792	2,873	-81
	4,755	4,150	605
	1,816	1,626	190
	1,911	1,943	-32
	1,745	1,967	-222
	1,472	1,520	-48
	1,250	1,436	-186
	7,201	6,779	422
	296	271	25
	4,368	4,065	303
	2,020	1,913	107
	85	81	4
	1,838	1,922	-84
	4,591	4,785	-194
	1,444	1,442	2
	4,889	4,619	270
	202	168	34
	571	524	47
	1,633	1,584	49
	4,069	4,700	-631
	14,482	14,230	252
	4,515	4,445	70
	203	234	-31
	18,346	17,437	909
	3,120	3,077	43
	117	104	13
	1,477	1,686	-209
	2,024	4,954	-2,930
	1,477	1,388	89
	2,827	2,805	22
	62	53	9
	6,050	5,664	386
	180	218	-38
	4,430	4,338	92
	117	107	10
	3,838	3,803	35
	99	110	-11
	2,198	2,253	-55
	71	59	12
	1,390	1,366	24
	3,850	3,712	138
	566	536	30
	3,253	3,444	-191
	347	383	-36
	1,508	1,498	10
	176	188	-12
	2,823	2,823	0
	2,930	2,704	226
	77	77	0
	1,435	1,411	24
	899	889	10
	1,921	1,777	144
	1,472	1,421	51
	2,295	2,141	154
	1,720	1,734	-14
	73	72	1
	855	799	56
	40	38	2
	3,126	3,246	-120
	56	59	-3
	2,271	2,358	-87
	1,622	1,509	113
	3,134	3,004	130
	1,900	1,835	65
	3,860	4,023	-163
	16,692	12,299	4,393
	1,367	1,410	-43
	154	128	26
	8,550	8,854	-304
	4,782	4,919	-137
	398	328	70
	4,029	4,157	-128
	203	231	-28
	3,725	3,368	357
	3,088	2,665	423
	1,185	984	201
	5,535	5,275	260
	642	527	115
	1,631	1,561	70
	238	223	15
	5,443	6,034	-591
	4,179	3,893	286
	2,712	2,880	-168
	136	120	16
	313,672	315,526	-1,854
	55,327	55,327	0
	134,444	134,899	-455
	182,138	179,009	3,129
	50,843	48,890	1,953
	96,848	96,900	-52
	51,959	52,556	-597
	4,164	4,076	88
	5,784	5,790	-6
	7,318	6,920	398
	158	154	4
	950	999	-49
	1,996	1,964	32
	3,232	3,057	175
	168	161	7
	1,870	1,793	77
	1,044	2,827	-1,783
	1,233	3,309	-2,076
	2,381	2,315	66
	2,342	2,226	116
	38,677	37,543	1,134
	3,118	2,933	185
	2,306	2,228	78
	2,781	2,779	2
	808	729	79
	118	82	36
	3,144	2,967	177
	138	120	18
	1,655	1,733	-78
	3,071	3,095	-24
	176	97	79
	3,136	3,017	119
	3,367	3,388	-21
	1,377	1,604	-227
	3,526	4,812	-1,286
	1,175	1,543	-368
	1,434	1,533	-99
	2,193	2,044	149
	1,707	1,618	89
	1,692	1,576	116
	2,411	2,427	-16
	3,333	3,303	30
	913	912	1
	4,459	4,106	353
	2,722	2,464	258
	7,946	7,162	784
	297	241	56
	1,615	1,856	-241
	2,888	3,167	-279
	2,592	2,778	-186
	2,904	2,891	13
	2,547	2,550	-3
	166	134	32
	1,496	1,679	-183
	4,989	5,094	-105
	595	318	277
	3,258	4,009	-751
	2,297	2,570	-273
	214	273	-59
	46	60	-14
	13	15	-2
	1,721	1,831	-110
	1,224	1,180	44
	1,115	1,164	-49
	51		51
	4,755	4,798	-43
	6,204	6,496	-292
	192	271	-79
	5,445	6,043	-598
	1,511	1,659	-148
	2,496	2,725	-229
	756	829	-73
	1,059	1,185	-126
	319	355	-36
	3,238	3,060	178
	1,993	1,965	28
	670	671	-1
	2,280	2,430	-150
	1,928	1,818	110
	3,079	2,924	155
	163	112	51
	2,029	2,222	-193
	3,495	4,467	-972
	11,514	14,273	-2,759
	1,433	1,704	-271
	3,629	3,629	0
	2,348	2,285	63
	228,268	215,089	13,179
	8,301	7,703	598
	2,871	3,024	-153
	4,329	4,386	-57
	252	231	21
	1,294	1,171	123
	1,250	1,271	-21
	499	514	-15
	2,377	2,034	343
	1,486	1,371	115
	2,977	2,542	435
	2,473	2,406	67
	442	498	-56
	1,227	1,246	-19
	1,288	1,246	42
	2,947	2,947	0
	4,568	4,761	-193
	3,105	3,394	-289
	5,060	5,096	-36
	839	811	28
	4,286	3,969	317
	219	209	10
	11,256	15,165	-3,909
	5,868	6,061	-193
	7,134	7,245	-111
	4,952	6,950	-1,998
	3,350	4,606	-1,256
	2,317	2,289	28
	3,738	3,380	358
	3,473	3,389	84
	1,930	1,844	86
	2,891	2,916	-25
	243	224	19
	2,540	2,164	376
	209	180	29
	3,308	3,269	39
	1,474	1,536	-62
	3,215	3,315	-100
	106	116	-10
	5,752	5,890	-138
	6,650	6,570	80
	218	227	-9
	2,736	2,644	92
	2,847	2,810	37
	140	141	-1
	763	831	-68
	3,293	3,578	-285
	2,536	4,505	-1,969
	2,967	2,660	307
	1,809	1,622	187
	89	81	8
	527	479	48
	495	452	43
	1,836	1,676	160
	175	160	15
	1,064	984	80
	116	106	10
	291	266	25
	375	346	29
	661	612	49
	1,090	1,011	79
	1,412	1,303	109
	1,598	1,598	0
	1,587	1,493	94
	3,403	3,655	-252
	2,297	2,472	-175
	3,495	3,014	481
	3,401	3,672	-271
	3,670	3,781	-111
	2,723	2,795	-72
	4,477	4,299	178
	6,151	5,732	419
	1,573	1,502	71
	3,874	3,952	-78
	1,432	1,592	-160
	3,487	3,530	-43
	2,334	2,446	-112
	1,641	1,554	87
	1,335	1,342	-7
	3,943	3,956	-13
	2,953	2,861	92
	1,492	1,638	-146
	1,400	1,370	30
	1,236	1,165	71
	4,126	4,012	114
	3,116	3,642	-526
	1,285	1,283	2
	5,079	5,132	-53
	776	802	-26
	621	642	-21
	1,912	1,786	126
	2,218	2,630	-412
	5,282	6,147	-865
	2,099	2,319	-220
	5,949	7,767	-1,818
	2,494	4,181	-1,687
	976	1,535	-559
	25	24	1
	3,926	4,231	-305
	4,885	4,963	-78
	85	54	31
	2,529	2,431	98
	2,340	2,415	-75
	5,389	4,829	560
	1,172	1,235	-63
	5,281	5,235	46
	167	142	25
	2,485	2,703	-218
	3,348	3,200	148
	4,031	3,842	189
	4,486	3,842	644
	795	640	155
	1,877	1,819	58
	88	107	-19
	229	71	158
	816	101	715
	6,802	1,473	5,329
	22,972	4,972	18,000
	3,264	714	2,550
	1,496	582	914
	414,227	71,865	342,362
	18,475	3,398	15,077
	703	93	610
	516	225	291
	11,611	5,266	6,345
	7,002	3,204	3,798
	715	505	210
	461	274	187
	7,071	6,931	140
	864	255	609
	8,521	1,759	6,762
	772	187	585
	63,297	16,931	46,366
	1,398	551	847
	10,298	4,134	6,164
	64,852	12,526	52,326
	44,099	8,518	35,581
	17,099	3,407	13,692
	666	100	566
	22,825	6,880	15,945
	1,247	415	832
	2,587,092	1,399,029	1,188,063
	719,796	389,246	330,550
	174,877	94,773	80,104
	157,712	85,747	71,965
	403,984	217,752	186,232
	19,839	89	19,750
	89,708	403	89,305
	50,461	227	50,234
	13,154	59	13,095
	14,280	121	14,159
	119,895	1,558	118,337
	88,911	4,937	83,974
	101,353	1,077	100,276
	240,660	2,558	238,102
	3,235	107	3,128
	2,156	72	2,084
	588	193	395
	9,208	3,417	5,791
	348	131	217
	105,199	37,680	67,519
	827	277	550
	770	254	516
	591	256	335
	349		349
	21,780		21,780

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			108
b			-233
c			32
d			-1
e			-2,032
			-126
			-445
			-454
			-6,251
			324
			-217
			-81
			605
			190
			-32
			-222
			-48
			-186
			422
			25
			303
			107
			4
			-84
			-194
			2
			270
			34
			47
			49
			-631
			252
			70
			-31
			909
			43
			13
			-209
			-2,930
			89
			22
			9
			386
			-38
			92
			10
			35
			-11
			-55
			12
			24
			138
			30
			-191
			-36
			10
			-12
			0
			226
			0
			24
			10
			144
			51
			154
			-14
			1
			56
			2
			-120
			-3
			-87
			113
			130
			65
			-163
			4,393
			-43
			26
			-304
			-137
			70
			-128
			-28
			357
			423
			201
			260
			115
			70
			15
			-591
			286
			-168
			16
			-1,854
			0
			-455
			3,129
			1,953
			-52
			-597
			88
			-6
			398
			4
			-49
			32
			175
			7
			77
			-1,783
			-2,076
			66
			116
			1,134
			185
			78
			2
			79
			36
			177
			18
			-78
			-24
			79
			119
			-21
			-227
			-1,286
			-368
			-99
			149
			89
			116
			-16
			30
			1
			353
			258
			784
			56
			-241
			-279
			-186
			13
			-3
			32
			-183
			-105
			277
			-751
			-273
			-59
			-14
			-2
			-110
			44
			-49
			51
			-43
			-292
			-79
			-598
			-148
			-229
			-73
			-126
			-36
			178
			28
			-1
			-150
			110
			155
			51
			-193
			-972
			-2,759
			-271
			0
			63
			13,179
			598
			-153
			-57
			21
			123
			-21
			-15
			343
			115
			435
			67
			-56
			-19
			42
			0
			-193
			-289
			-36
			28
			317
			10
			-3,909
			-193
			-111
			-1,998
			-1,256
			28
			358
			84
			86
			-25
			19
			376
			29
			39
			-62
			-100
			-10
			-138
			80
			-9
			92
			37
			-1
			-68
			-285
			-1,969
			307
			187
			8
			48
			43
			160
			15
			80
			10
			25
			29
			49
			79
			109
			0
			94
			-252
			-175
			481
			-271
			-111
			-72
			178
			419
			71
			-78
			-160
			-43
			-112
			87
			-7
			-13
			92
			-146
			30
			71
			114
			-526
			2
			-53
			-26
			-21
			126
			-412
			-865
			-220
			-1,818
			-1,687
			-559
			1
			-305
			-78
			31
			98
			-75
			560
			-63
			46
			25
			-218
			148
			189
			644
			155
			58
			-19
			158
			715
			5,329
			18,000
			2,550
			914
			342,362
			15,077
			610
			291
			6,345
			3,798
			210
			187
			140
			609
			6,762
			585
			46,366
			847
			6,164
			52,326
			35,581
			13,692
			566
			15,945
			832
			1,188,063
			330,550
			80,104
			71,965
			186,232
			19,750
			89,305
			50,234
			13,095
			14,159
			118,337
			83,974
			100,276
			238,102
			3,128
			2,084
			395
			5,791
			217
			67,519
			550
			516
			335
			349
			21,780

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	3,254,700
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 ...................		3

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 and enter “N/A" on line 1.
	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	46,297
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	46,297
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	37,590
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	60,000
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	97,590
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	51,293
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax51,293	Refunded	11	0

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. Click to see attachment

...............................

Yes

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Website address bullet

N/A

The books are in care of bullet

JACQUELINE MCCOY Telephone no. bullet

(617) 933-3620

Located at bullet

31 ST JAMES AVENUE SUITE 740BOSTONMA ZIP+4 bullet

02116

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

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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? .............

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)):

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?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

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).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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 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
BRUCE EVANS	TRUSTEE 0.00	0	0	0
31 ST JAMES AVE SUITE 740 BOSTON,MA02116	TRUSTEE 0.00	0	0	0
BRIDGITT EVANS	TRUSTEE 0.00	0	0	0
31 ST JAMES AVE SUITE 740 BOSTON,MA02116	TRUSTEE 0.00	0	0	0

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...................				0

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............. bullet

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

5,228,822

Average of monthly cash balances.......................

406,419

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

5,635,241

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

5,635,241

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

84,529

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

5,550,712

Minimum investment return. Enter 5% (0.05) of line 5................

277,536

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.)

Minimum investment return from Part IX, line 6..................

277,536

Tax on investment income for 2021 from Part V, line 5.......

46,297

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

46,297

Distributable amount before adjustments. Subtract line 2c from line 1............

231,239

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

231,239

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

231,239

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

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					231,239
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2021:
a From 2016......	1,429,141
b From 2017......	1,811,059
c From 2018......	2,389,479
d From 2019......	1,178,041
e From 2020......	1,740,221
f Total of lines 3a through e ........		8,547,941
4Qualifying distributions for 2021 from Part
XI, line 4: $ 1,700,000
a Applied to 2020, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2021 distributable amount.....					231,239
e Remaining amount distributed out of corpus		1,468,761
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		10,016,702
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2016 not applied on line 5 or line 7 (see instructions) ...		1,429,141
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		8,587,561
10 Analysis of line 9:
a Excess from 2017....	1,811,059
b Excess from 2018....	2,389,479
c Excess from 2019....	1,178,041
d Excess from 2020....	1,740,221
e Excess from 2021....	1,468,761

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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).)

BRUCE EVANS

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
HARVARD BUSINESS SCHOOL 124 MOUNT AUBURN STREET CAMBRIDGE,MA02138	NONE	OTHER PUBLIC CHARITY	GENERAL SUPPORT	700,000
VANDERBILT UNIVERSITY 2301 VANDERBILT PLACE NASHVILLE,TN37240	NONE	OTHER PUBLIC CHARITY	SUPPORT FOR LIFE SCIENCE, ENGINEERING BLDG AND ENTREPRENEURIAL PROGAM	1,000,000
Total ................................. 3a				1,700,000

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	2,329,722
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		2,440,014	0

13Total. Add line 12, columns (b), (d), and (e)..................

2,440,014

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FEDERAL TAXES	35,000	0		0
MASSACHUSETTS FEES	35	35		0