Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
PAUL & EDITH BABSON FOUNDATION 231-106846-000
 
Number and street (or P.O. box number if mail is not delivered to street address)1100 NORTH MARKET STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE198900001
A Employer identification number

04-6037891
B Telephone number (see instructions)

(617) 457-2050
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$15,794,618J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 335,759 335,759  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 918,345
b Gross sales price for all assets on line 6a 2,044,887
7 Capital gain net income (from Part IV, line 2)... 918,345
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 11,999 322  
12 Total. Add lines 1 through 11........ 1,266,103 1,254,426  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 127,890 95,519   32,371
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 24,882 3,186   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 157 32   125
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 152,929 98,737 0 32,496
25 Contributions, gifts, grants paid....... 719,778 719,778
26 Total expenses and disbursements. Add lines 24 and 25 872,707 98,737 0 752,274
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 393,396
b Net investment income (if negative, enter -0-) 1,155,689
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 172,223 151,761 151,761
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,235,472 Click to see attachment3,746,299 11,280,702
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,833,074 Click to see attachment3,734,168 4,362,155
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,240,769 7,632,228 15,794,618
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 7,240,769 7,632,228
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)..... 7,240,769 7,632,228
30 Total liabilities and net assets/fund balances (see instructions). 7,240,769 7,632,228
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
7,240,769
2
Enter amount from Part I, line 27a .....................
2
393,396
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,163
4
Add lines 1, 2, and 3 ..........................
4
7,638,328
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
6,100
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,632,228
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 674. AT&T INC     2021-03-30
b 214. AT&T INC   2020-03-17 2021-03-30
c 44. ABBOTT LABORATORIES COMMON ~     2021-09-27
d 2. ABBOTT LABORATORIES COMMON ~   2020-11-18 2021-11-23
e 58. ABBVIE INC   2020-11-18 2021-02-26
4. ABBVIE INC   2020-11-18 2021-11-23
1. ADOBE SYSTEMS INCORPORATED   2020-11-18 2021-11-23
31. AIR PRODUCTS & CHEMICALS INC   2020-11-18 2021-03-30
55. AIR PRODUCTS & CHEMICALS INC   2018-05-24 2021-03-30
306. AKAMAI TECHNOLOGIES INC COM     2021-02-26
174. ALASKA AIR GROUP INC   2020-11-30 2021-02-26
408. ALASKA AIR GROUP INC   2020-11-30 2021-06-24
1. AMERICAN EXPRESS CO   2020-11-18 2021-11-23
49. AMGEN INC COMMON   2020-11-18 2021-02-26
89. AMGEN INC COMMON     2021-02-26
4. APPLE COMPUTER INC COMMON   2020-11-18 2021-11-23
204. AVANTOR INC   2021-02-26 2021-09-27
10. AVANTOR INC   2021-02-26 2021-11-23
30. AVERY DENNISON CORP COM     2021-06-24
1. AVERY DENNISON CORP COM   2020-11-18 2021-11-23
6. BANK NEW YORK MELLON CORP   2020-11-18 2021-11-23
4. BEST BUY COMPANY INC   2020-11-18 2021-11-23
318. BORG WARNER INC COM   2020-11-18 2021-09-27
570. BORG WARNER INC COM   2020-06-22 2021-09-27
197. BRISTOL MYERS SQUIBB COMPANY   2020-11-18 2021-02-26
349. BRISTOL MYERS SQUIBB COMPANY     2021-02-26
2. CDW CORP   2020-11-18 2021-11-23
5. CVS CORP COMMON   2018-04-27 2021-11-23
3. CADENCE DESIGN SYS INC   2020-11-18 2021-11-23
2000. COCA COLA COMPANY   1985-07-03 2021-01-25
3000. COCA COLA COMPANY   1985-07-03 2021-04-14
5. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2021-09-27 2021-11-23
8. COMCAST CORP NEW A   2020-11-18 2021-11-23
58. CONOCOPHILLIPS     2021-09-27
2. CONOCOPHILLIPS   2019-09-10 2021-11-23
102. D R HORTON INC     2021-03-30
5. D R HORTON INC   2020-11-18 2021-11-23
4. DARLING INGREDIENTS INC   2021-09-27 2021-11-23
1. DECKERS OUTDOOR CORP   2021-09-27 2021-11-23
1. DEERE & CO COM   2021-03-30 2021-11-23
2. WALT DISNEY CO COM   2021-10-07 2021-11-23
2. DISCOVER FINANCIAL SERVICES   2020-11-18 2021-11-23
1200. EMERSON ELECTRIC CO   1980-10-09 2021-05-13
8. ENVISTA HOLDINGS CORP   2021-02-26 2021-11-23
3. EVERSOURCE ENERGY   2020-11-18 2021-11-23
38. META PLATFORMS, INC-A   2020-11-18 2021-10-07
68. META PLATFORMS, INC-A     2021-10-07
3. FIDELITY NATL INFORMATION SERVICES   2020-11-18 2021-11-23
109. FORTUNE HOME BRANDS HOME & SEC INC   2020-08-25 2021-02-26
3. FORTUNE HOME BRANDS HOME & SEC INC   2020-08-25 2021-11-23
.5 GENERAL ELECTRIC CO   1980-12-23 2021-08-17
5. GENERAL MILLS INC COM   2020-11-18 2021-11-23
15. W W GRAINGER INC COM   2020-11-18 2021-02-26
5. HANNON ARMSTRONG SUSTAINABLE I   2020-11-18 2021-11-23
1. HOME DEPOT INC COM   2020-11-18 2021-11-23
11. INTERPUBLIC GROUP COS INC COM   2021-10-07 2021-11-23
29. J P MORGAN CHASE & CO COM     2021-02-26
2. J P MORGAN CHASE & CO COM   2020-11-18 2021-11-23
700. JOHNSON & JOHNSON COMMON ~   2001-01-01 2021-05-13
1090. KEURIG DR PEPPER INC     2021-03-30
2. KIMBERLY CLARK CORP   2020-11-18 2021-11-23
10. LAM RESEARCH CORP COMMON   2015-06-01 2021-02-26
29. MASTERCARD INC CL A   2020-11-18 2021-06-24
52. MASTERCARD INC CL A   2018-05-24 2021-06-24
1. MCDONALD'S CORP COM   2020-11-18 2021-11-23
130. MERCK & CO INC   2020-11-18 2021-02-26
226. MERCK & CO INC     2021-02-26
1250. MERCK & CO INC     2021-05-13
2. MICROSOFT CORP COMMON   2020-11-18 2021-11-23
5. MICROCHIP TECHNOLOGY INCORPORATED   2020-11-18 2021-11-23
4. MONDELEZ INTERNATIONAL INC   2020-11-18 2021-11-23
87. MORGAN STANLEY GROUP INC     2021-09-27
4. MORGAN STANLEY GROUP INC   2020-11-18 2021-11-23
73. NEXTERA ENERGY INC   2019-03-08 2021-09-27
3. NEXTERA ENERGY INC   2020-11-18 2021-11-23
1. NORFOLK SOUTHERN CORPORATION   2020-11-18 2021-11-23
28. NUCOR CORP COMMON   2021-03-30 2021-09-27
3. NUCOR CORP COMMON   2021-03-30 2021-11-23
825. ORGANON & CO   1988-12-07 2021-07-13
36. PAYPAL HOLDINGS INC   2020-11-18 2021-02-26
29. PAYPAL HOLDINGS INC   2020-11-18 2021-09-27
117. PAYPAL HOLDINGS INC   2020-05-01 2021-09-27
1. PIONEER NATURAL RESOURCES COMMON   2020-11-18 2021-11-23
510. PROCTER & GAMBLE CO COM   1984-05-04 2021-12-03
1. PROLOGIS INC   2020-11-18 2021-11-23
2. REGAL REXNORD CORPORATION   2020-11-18 2021-11-23
700. STATE STREET CORP   2002-08-02 2021-01-25
3. SYNEOS HEALTH INC   2021-09-27 2021-11-23
43. T-MOBILE US INC     2021-06-24
123. T-MOBILE US INC   2020-11-18 2021-09-27
139. T-MOBILE US INC   2017-04-26 2021-09-27
2. TARGET CORP COM   2021-09-27 2021-11-23
2. TEXAS INSTRUMENTS INC   2020-11-30 2021-11-23
36. THERMO FISHER SCIENTIFIC INC   2019-06-06 2021-09-27
1. THERMO FISHER SCIENTIFIC INC   2020-11-18 2021-11-23
1. TRACTOR SUPPLY COMPANY   2020-11-18 2021-11-23
66. TRUIST FINANCIAL CORP   2019-11-11 2021-02-26
5. TRUIST FINANCIAL CORP   2019-11-11 2021-11-23
40. UNITEDHEALTH GROUP INC   2020-11-18 2021-02-26
72. UNITEDHEALTH GROUP INC     2021-02-26
103. VERIZON COMMUNICATIONS   2019-10-23 2021-03-30
6. VERIZON COMMUNICATIONS   2020-11-18 2021-11-23
1. VISA INC   2020-11-18 2021-11-23
5. WILLIAMS COMPANY INC (THE)   2020-08-25 2021-11-23
4717.202 WILMINGTON GLOBAL ALPHA EQUITIES FD     2021-03-02
27954.798 WILMINGTON GLOBAL ALPHA EQUITIES FD     2021-03-02
9250. WILMINGTON BROAD MARKET BOND FUND -I   2020-07-07 2021-07-13
21. ACCENTURE PLC- CL A   2019-03-08 2021-09-27
2. ACCENTURE PLC- CL A   2020-11-18 2021-11-23
3. HORIZON THERAPEUTICS PLC   2021-02-26 2021-11-23
800. LINDE PLC   2018-10-31 2021-01-25
3. TE CONNECTIVITY LTD   2021-06-24 2021-11-23
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 20,644   20,112 532
b 6,555   6,932 -377
c 5,371   3,772 1,599
d 247   227 20
e 6,244   5,802 442
474   400 74
653   466 187
8,801   8,268 533
15,615   9,174 6,441
29,330   28,035 1,295
11,360   9,044 2,316
26,001   21,206 4,795
169   117 52
11,115   11,427 -312
20,188   11,927 8,261
641   475 166
8,652   5,693 2,959
388   279 109
6,306   1,996 4,310
220   150 70
351   238 113
466   475 -9
14,053   12,142 1,911
25,190   19,376 5,814
12,229   12,746 -517
21,665   20,619 1,046
389   276 113
469   348 121
540   339 201
97,450   2,856 94,594
158,838   4,284 154,554
404   386 18
417   397 20
3,854   3,272 582
147   111 36
8,900   3,095 5,805
499   369 130
293   295 -2
425   386 39
346   367 -21
301   355 -54
233   154 79
113,843   3,610 110,233
335   305 30
256   276 -20
12,814   10,507 2,307
22,930   9,468 13,462
323   437 -114
9,148   9,349 -201
317   257 60
51   5 46
317   306 11
5,720   6,198 -478
302   258 44
406   271 135
379   416 -37
4,365   2,177 2,188
334   235 99
119,395   1,568 117,827
38,385   32,709 5,676
272   288 -16
5,569   827 4,742
10,990   9,730 1,260
19,706   10,029 9,677
254   216 38
9,617   10,567 -950
16,718   17,113 -395
98,546   30,041 68,505
671   427 244
414   318 96
245   235 10
9,116   3,784 5,332
404   236 168
5,845   3,442 2,403
262   232 30
279   245 34
2,850   2,214 636
355   237 118
24,187   3,563 20,624
9,293   6,903 2,390
7,941   5,561 2,380
32,036   14,048 17,988
188   96 92
76,131   1,531 74,600
152   104 48
341   239 102
50,876   29,155 21,721
297   284 13
6,250   2,987 3,263
15,781   15,860 -79
17,834   9,399 8,435
493   483 10
384   319 65
21,378   9,923 11,455
626   480 146
224   133 91
3,846   3,595 251
314   272 42
13,247   14,101 -854
23,845   10,178 13,667
6,033   6,269 -236
312   367 -55
197   209 -12
139   101 38
55,333   52,137 3,196
327,910   310,000 17,910
93,980   96,015 -2,035
7,062   3,377 3,685
718   484 234
313   276 37
199,829   130,772 69,057
483   400 83
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
      8,748
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       532
b       -377
c       1,599
d       20
e       442
      74
      187
      533
      6,441
      1,295
      2,316
      4,795
      52
      -312
      8,261
      166
      2,959
      109
      4,310
      70
      113
      -9
      1,911
      5,814
      -517
      1,046
      113
      121
      201
      94,594
      154,554
      18
      20
      582
      36
      5,805
      130
      -2
      39
      -21
      -54
      79
      110,233
      30
      -20
      2,307
      13,462
      -114
      -201
      60
      46
      11
      -478
      44
      135
      -37
      2,188
      99
      117,827
      5,676
      -16
      4,742
      1,260
      9,677
      38
      -950
      -395
      68,505
      244
      96
      10
      5,332
      168
      2,403
      30
      34
      636
      118
      20,624
      2,390
      2,380
      17,988
      92
      74,600
      48
      102
      21,721
      13
      3,263
      -79
      8,435
      10
      65
      11,455
      146
      91
      251
      42
      -854
      13,667
      -236
      -55
      -12
      38
      3,196
      17,910
      -2,035
      3,685
      234
      37
      69,057
      83
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 918,345
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 16,064
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 16,064
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 13,459
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 12,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 25,459
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 9,395
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet9,395 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWILMINGTON TRUST COMPANY Telephone no.bullet (302) 651-1040

    Located atbullet1100 NORTH MARKET STREETWILMINGTONDE ZIP+4bullet198900001
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JAMES BABSON TRUSTEE
    1     		0    
    1100 NORTH MARKET STREET
    WILMINGTON,DE19890
    SENANI BABSON TRUSTEE
    1     		0    
    1100 NORTH MARKET STREET
    WILMINGTON,DE19890
    PHILIP HALL CO GMA FOUNDATIONS TRUSTEE
    1     		0    
    2 LIBERTY SQUARE SUITE 500
    BOSTON,MA02109
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    15,146,475
    b
    Average of monthly cash balances.......................
    1b
    250,078
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,396,553
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    15,396,553
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    230,948
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    15,165,605
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    758,280
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    758,280
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    16,064
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    16,064
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    742,216
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    742,216
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    742,216
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 742,216
    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...... 0
    b From 2017...... 0
    c From 2018...... 26,384
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 26,384
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 752,274
    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..... 742,216
    e Remaining amount distributed out of corpus 10,058
    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 36,442
    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) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		36,442
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 26,384
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 10,058
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    GMA FOUNDATIONS ATTN HANNAH BLAISD
    2 LIBERTY SQUARE SUITE 500
    BOSTON,MA02109
    (617) 426-7075
    bThe form in which applications should be submitted and information and materials they should include:
    TWO COPIES OF THE AGM OR NGG COMMON GRANT APPLICATION
    cAny submission deadlines:
    POSTMARKED BY APRIL 1 OR SEPT 25
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    WITH FEW EXCEPTIONS, PREFERENCE IS GIVEN TO MASSACHUSETTS CHARITIES AND EDUCATIONAL ORGANIZATIONS
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    SEE ATTACHED LIST OF GRANTS
    1100 NORTH MARKET STREET
    WILMINGTON,DE19890     		NONE PUBLIC CHARITY GENERAL PURPOSE 719,778
    Total .................................bullet 3a 719,778
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 918,345  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER REVENUE     		    14 11,999  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   1,266,103  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,266,103
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    PAUL & EDITH BABSON FOUNDATION 231-106846-000
    EIN:
    04-6037891
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SEE ATTACHED 106846-433 1,704,216 2,539,174
    SEE ATTACHED 106846-000 2,042,083 8,741,528

    TY 2021 InvestmentsOtherSchedule2
    Name:
    PAUL & EDITH BABSON FOUNDATION 231-106846-000
    EIN:
    04-6037891
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SEE ATTACHED 106846-000 AT COST 3,734,168 4,362,155

    TY 2021 OtherDecreasesSchedule
    Name:
    PAUL & EDITH BABSON FOUNDATION 231-106846-000
    EIN:
    04-6037891
    Description Amount
    POSTED IN 2022 AND REPORTED IN 2021 6,100


    TY 2021 OtherExpensesSchedule
    Name:
    PAUL & EDITH BABSON FOUNDATION 231-106846-000
    EIN:
    04-6037891
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 32 32   0
    STATE INCOME TAXES - PRINCIPAL 125 0   125


    TY 2021 OtherIncomeSchedule2
    Name:
    PAUL & EDITH BABSON FOUNDATION 231-106846-000
    EIN:
    04-6037891
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL REFUND 11,677 0  
    TAX CODE 900 INCOME 322 322  


    TY 2021 OtherIncreasesSchedule
    Name:
    PAUL & EDITH BABSON FOUNDATION 231-106846-000
    EIN:
    04-6037891
    Description Amount
    POSTED IN 2021 AND REPORTED IN 2020 4,155
    ROUNDING 8


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    PAUL & EDITH BABSON FOUNDATION 231-106846-000
    EIN:
    04-6037891
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WTC CUSTODIAL FEES 86,833 86,833    
    DANA INVESTMENTS 8,686 8,686    
    GMA FOUNDATIONS 32,371     32,371


    TY 2021 TaxesSchedule
    Name:
    PAUL & EDITH BABSON FOUNDATION 231-106846-000
    EIN:
    04-6037891
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,845 1,845   0
    FEDERAL TAX PAYMENT - PRIOR YE 14,364 0   0
    FEDERAL ESTIMATES - PRINCIPAL 7,332 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,018 1,018   0
    FOREIGN TAXES ON NONQUALIFIED 323 323   0