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 05-01-2021 , and ending 04-30-2022
Name of foundation
GARDINER HOWLAND SHAW FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO WELCH FORBES LLC 45 SCHOOL S
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02108
A Employer identification number

04-6111826
B Telephone number (see instructions)

(617) 523-1635
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$25,692,075J 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 13,126 13,126  
4 Dividends and interest from securities... 415,226 415,226  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,220,004
b Gross sales price for all assets on line 6a 2,302,525
7 Capital gain net income (from Part IV, line 2)... 1,220,004
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........ 1,648,356 1,648,356  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 166,955 0   166,955
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 42,108 0   42,108
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 14,274 14,274   0
c Other professional fees (attach schedule).... Click to see attachment 135,016 135,016   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 29,426 2,926   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,621 0   1,622
22 Printing and publications.......... 333 0   333
23 Other expenses (attach schedule)....... Click to see attachment 5,712 0   5,712
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 395,445 152,216   216,730
25 Contributions, gifts, grants paid....... 1,103,623 1,103,623
26 Total expenses and disbursements. Add lines 24 and 25 1,499,068 152,216   1,320,353
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 149,288
b Net investment income (if negative, enter -0-) 1,496,140
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 58,200 73,572 73,572
2 Savings and temporary cash investments......... 1,221,664 978,255 978,255
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 7,046,282 Click to see attachment7,426,441 20,570,869
c Investments—corporate bonds (attach schedule)....... 1,622,555 Click to see attachment1,619,729 1,568,744
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,348,225 Click to see attachment2,348,217 2,500,635
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) 12,296,926 12,446,214 25,692,075
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 12,296,926 12,446,214
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 12,296,926 12,446,214
30 Total liabilities and net assets/fund balances (see instructions). 12,296,926 12,446,214
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
12,296,926
2
Enter amount from Part I, line 27a .....................
2
149,288
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,446,214
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,446,214
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 AMGEN INC CLASS ACTION P 2006-07-01 2021-05-12
b 200000 UNITS TORONTO DOMINION BANK DTD 06/12/2018 P 2018-09-24 2021-06-11
c 650 SHS ORGANON & CO P 2013-01-15 2021-09-15
d 50 SHS ALPHABET INC CAP STK P 2015-02-20 2021-09-28
e 500 SHS MICROSOFT CORP P 2002-10-23 2021-09-28
2200 SHS CHECK POINT SOFTWARE TECH P 2012-01-11 2021-09-28
1800 SHS CHECK POINT SOFTWARE TECH P 2012-10-04 2021-09-28
3000 SHS FORTIVE CORP P 2007-05-21 2022-01-04
1500 SHS FORTIVE CORP P 2019-12-13 2022-01-04
6500 SHS MERCK & CO INC P 2013-01-15 2022-01-04
50 SHS METTLER TOLEDO INTERNATIONAL INC P 2014-09-17 2022-01-04
1200 SHS 3M COMPANY P 1970-01-01 2022-01-04
200000 UNITS MCDONALDS CORP SR NT DTD 09/30/2011 P 2017-10-04 2022-01-15
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 34     34
b 200,000   200,000 0
c 22,077   13,149 8,928
d 137,345   26,947 110,398
e 142,839   13,042 129,797
255,513   116,244 139,269
209,056   84,256 124,800
221,162   44,826 176,336
110,581   96,495 14,086
499,230   266,215 233,015
82,228   13,364 68,864
216,616   7,983 208,633
200,000   200,000 0
5,844     5,844
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       34
b       0
c       8,928
d       110,398
e       129,797
      139,269
      124,800
      176,336
      14,086
      233,015
      68,864
      208,633
      0
      5,844
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 1,220,004
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 20,796
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 20,796
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 27,859
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,200
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 38,059
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 17,263
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet17,263 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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 addressbulletWWW.SHAWFOUNDATION.ORG
    14
    The books are in care ofbulletWELCH FORBES LLC Telephone no.bullet (617) 523-1635

    Located atbullet45 SCHOOL STREETBOSTONMA ZIP+4bullet02108
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    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
    THOMAS E COURY EXECUTIVE DIRECTOR
    40.00     		166,955 30,317 0
    59 GILBERT ROAD
    NEEDHAM,MA02192
    BENJAMIN J WILLIAMS JR TRUSTEE
    1.00     		0 0 0
    45 SCHOOL STREET
    BOSTON,MA02108
    THEODORE E OBER TRUSTEE
    0.50     		0 0 0
    45 SCHOOL STREET
    BOSTON,MA02108
    PETER P BROWN TRUSTEE
    0.50     		0 0 0
    45 SCHOOL STREET
    BOSTON,MA02108
    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
    WELCH & FORBES LLC INVESTMENT MANAGEMENT 135,016
    45 SCHOOL STREET
    BOSTON,MA02108
    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 TECHNICAL ASSISTANCE TO GRANTEES:8 ORGANIZATIONS ASSISTED TOTAL HOURS = 83 10,349
    2 TECHNICAL ASSISTANCE TO OTHER ORGANIZATIONS:7 ORGANIZATIONS ASSISTED TOTAL HOURS = 39 4,863
    3 CRIMINAL JUSTICE REFORM COALITION: TOTAL HOURS = 11 1,371
    4 RESEARCH REVIEWS, ZOOM SET UPS: TOTAL HOURS = 33 4,114
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    26,861,402
    b
    Average of monthly cash balances.......................
    1b
    65,247
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    26,926,649
    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
    26,926,649
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    403,900
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    26,522,749
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,326,137
    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
    1,326,137
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    20,796
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    20,796
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,305,341
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,305,341
    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
    1,305,341
    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 1,305,341
    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......  
    b From 2017...... 9,570
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 9,570
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,320,353
    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..... 1,305,341
    e Remaining amount distributed out of corpus 15,012
    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 24,582
    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 ......     		24,582
    10 Analysis of line 9:
    a Excess from 2017.... 9,570
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 15,012
    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:
    THOMAS E COURY GARDINER HOWLAND SHA
    355 BOYLSTON STREET
    BOSTON,MA02116
    (617) 247-3500
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN PROPOSAL
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ORGANIZATIONS MUST DEAL WITH THE PREVENTION OF CRIME AND THE REHABILITATION OF CRIMINALS.
    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
    ADOLESCENT CONSULTATION SERVICES INC
    189 CAMBRIDGE STREET
    CAMBRIDGE,MA02141     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE JUVENIAL COURT CLINIC ADVOCACY PROJECT. 10,000
    BEHAVIORAL HEALTH NETWORK
    417 LIBERTY STREET
    SPRINGFIELD,MA01104     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE STATEWIDE DOMESTIC VIOLENCE PERPETRATOR HOTLINE. 21,000
    BETHANY HOUSE MINISTRIES
    1049 MAIN STREET
    MILLIS,MA02054     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE EX-OFFENDER RE-ENTRY RESIDENTIAL PROGRAM. 15,000
    BIG BROTHERS AND BIG SISTERS OF FRANKLIN COUNTY
    16 COURT SQUARE
    GREENFIELD,MA01301     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE AT RISK YOUTH MENTORING PROGRAM. 10,000
    BOSTON MEDICAL CENTER
    801 MASSACHUSETTS AVENUE
    BOSTON,MA02112     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE VIOLENCE PREVENTION INTERVENTION PROJECT. 20,000
    BROCKTON INTERFAITH COMMUNITY
    1350 PLEASANT STREET
    BROCKTON,MA02301     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE CRIMINAL JUSTICE REFORM ADVOCACY PROJECT. 15,000
    CHILDREN'S ADVOCACY CENTER
    989 COMMONWEALTH AVE
    BOSTON,MA02215     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE CHILD ABUSE PREVENTION HOT LINE. 15,000
    CHILDREN'S LAW CENTER OF MA INC
    208 UNION STREET
    LYNN,MA01903     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE JUVENILE LEGAL ADVOCACY PROJECT. 15,000
    CITIZENS FOR JUVENILE JUSTICE
    44 SCHOOL STREET SUITE 400
    BOSTON,MA02108     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE STATEWIDE JUVENILE JUSTICE REFORM ADVOCACY PROJECT. 32,500
    COLLEGE GUILD
    PO BOX 698
    BRUNSWICK,ME04011     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE PRISON CORRESPONDENCE COURSE PROGRAM. 10,000
    COLUMBIA UNIVERSITY CRIME LAB
    1255 AMSTERDAM AVENUE SUITE 629
    NEW YORK,NY10027     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE EMERGING ADULT OFFENDER RESEARCH PROJECT. 15,000
    COMMUNITIES FOR RESTORATIVE JUSTICE
    PO BOX 65
    CONCORD,MA02116     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE RESTORATIVE JUSTICE PROJECT. 15,000
    COMMUNITY DISPUTE SETTLEMENT CENTER
    60 GORE STREET
    CAMBRIDGE,MA02141     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE ANNUAL AWARDS NIGHT EVENT. 2,500
    COMMUNITY LEGAL AID
    370 MAIN STREET
    WORCESTER,MA01681     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE CORI LEGAL ADVOCACY PROJECT. 20,000
    COMMUNITY RESOURCES FOR JUSTICE
    355 BOYLSTON STREET
    BOSTON,MA02116     		N/A OTHER PUBLIC CHARITY GENERAL SUPPORT AND SUPPORT FOR THE COMING HOME RESOURCE DIRECTORY. 65,000
    COMMUNITY SERVINGS INC
    179 AMORY STREET
    JAMAICA PLAIN,MA02130     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE EX-OFFENDER CULINARY ARTS VOCATIONAL PROJECT. 10,000
    COUNCIL ON FOUNDATIONS
    1255 23RD STREET NW SUITE 200
    WASHINGTON,DC20037     		N/A OTHER PUBLIC CHARITY ANNUAL SUPPORT. 4,000
    DISMAS HOUSE OF MA
    PO BOX 30125
    WORCESTER,MA01603     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE EX-OFFENDER RE-ENTRY PROGRAM. 15,000
    DOC WAYNE YOUTH SERVICES INC
    418 COMMONWEALTH AVENUE
    BOSTON,MA02215     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE JUVENILE SPORTS BASED THERAPY PROGRAM. 15,000
    DORCHESTER BAY ECONOMIC DEVEL CORP
    594 COLUMBIA ROAD SUITE 302
    DORCHESTER,MA02125     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE EX-OFFENDER RE-ENTRY PROJECT. 15,000
    DREAM NETWORK INC
    530 BROADWAY STREET
    LAWRENCE,MA01841     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE COMMUNITY VOLUNTEER OFFENDER RE-ENTRY PROJECT. 10,000
    EMERSON COLLEGE
    120 BOYLSTON STREET
    BOSTON,MA02116     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE PRISON EDUCATION INITIATIVE. 13,000
    EVERYDAY BOSTON
    66 BOYNTON STREET UNIT 1L
    JAMAICA PLAIN,MA02130     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE RETURNING CITIZEN COMMUNITY VOICES PROJECT. 25,000
    FARM TO INSTITUTION NEW ENGLAND
    15 LINDEN ROAD
    HARTLAND,VT05048     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE CORRECTIONAL FOOD REFORM PROJECT. 8,000
    FATHER'S UPLIFT INC
    10 SOUTHERN AVENUE
    DORCHESTER,MA02124     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE EX-OFFENDER COUNSELING PROJECT. 10,000
    FREEDOM MINISTRIES INC
    PO BOX 51521
    BOSTON,MA02205     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE VOLUNTEER VISITATION PROJECT. 7,000
    FRIENDS OF BOSTON'S HOMELESS
    12 WISE STREET
    JAMAICA PLAIN,MA02130     		N/A OTHER PUBLIC CHARITY SUPPORT FOR EX-OFFENDER HOMELESS SERVICES. 10,000
    GREATER BOSTON LEGAL SERVICES
    197 FRIEND STREET
    BOSTON,MA02114     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE CORI REFORM IMPLEMENTATION PROJECT. 25,000
    HEALTH LAW ADVOCATES
    1 FEDERAL STREET
    BOSTON,MA02110     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE JUVENILE MENTAL HEALTH ADVOCACY PROJECT. 2,500
    HEART TO HEART INC
    PO BOX 1441
    MERCHANTVILLE,NJ01809     		N/A OTHER PUBLIC CHARITY SUPPORT FOR A PRE-RELEASE PREPARATION PROJECT FOR INCARCERATED INDIVIDUALS. 20,000
    I THRIVE GAMES FOUNDATION
    PO BOX 610026
    NEWTON,MA02461     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE SCHOOL TO JAIL PREVENTION PROJECT SERVING JUVENILES. 20,000
    LAWRENCE FAMILY DEVELOPMENT
    355 HAVERHILL STREET
    LAWRENCE,MA01840     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE AGENCY'S AT-RISK YOUTH PROGRAMS. 15,000
    LAWYERS CLEARINGHOUSE ON HOUSING
    7 WINTHROP SQUARE 2ND FLOOR
    BOSTON,MA02110     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE AFFORDABLE HOUSING ADVOCACY PROJECT. 15,000
    LEVEL LEARNING
    411 W MONROE STREET
    AUSTIN,TX78704     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE PRISON BASED VOCATIONAL TRAINING CORRESPONDENCE PROJECT. 1,500
    MA COMMUNITIES ACTION NETWORK
    14 CUSHING AVE
    DORCHESTER,MA02125     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE COMMUNITY CRIMINAL JUSTICE REFORM PROJECT. 20,000
    MA GENERAL HOSPITAL
    55 FRUIT STREET
    BOSTON,MA02114     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE YOUTHFUL OFFENDER RESEARCH PROJECT. 22,000
    MADISON PARK DEVELOPMENT CORP
    184 DUDLEY STREET SUITE 200
    ROXBURY,MA02119     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE YOUTH VIOLENCE INTERVENTION PROJECT. 10,000
    MASS INC
    11 BEACON STREET SUITE 500
    BOSTON,MA02108     		N/A OTHER PUBLIC CHARITY SUPPORT FOR CRIMINAL JUSTICE RESEARCH. 25,000
    MASS MENTORING PARTNERSHIP
    75 KNEELAND STREET
    BOSTON,MA02111     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE JUVENILE JUSTICE MENTORING PROJECT IN SPRINGFIELD MA. 20,000
    MASSACHUSETTS ADVOCATES FOR CHILDREN
    25 KINGSTON STREET 21
    BOSTON,MA02111     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE ANNUAL AWARDS AND RECOGNITION EVENT. 5,000
    MASSACHUSETTS BAR FOUNDATION
    20 WEST STREET
    BOSTON,MA02111     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE GANTS ACCESS TO JUSTICE FUND. 10,000
    MASSACHUSETTS LAW REFORM INSTITUTE
    40 COURT STREET 800
    BOSTON,MA02108     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE ANNUAL FUNDRAISING EVENT. 2,500
    MERRIMACK COLLEGE
    315 TURNPIKE STREET
    NORTH ANDOVER,MA01845     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE PRISON EDUCATION PROJECT. 10,000
    MISSION SAFE INC
    PO BOX 201060
    ROXBURY,MA02120     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE GANG VIOLENCE INTERVENTION PROJECT. 10,000
    MORE THAN WORDS INC
    56 FELTON STREET
    WALTHAM,MA02453     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE YOUTH ENTREPRENEURIAL PROJECT. 15,000
    MOTHERS FOR JUSTICE AND EQUALITY
    2201 WASHINGTON STREET
    ROXBURY,MA02119     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE YOUTH LEADERSHIP AND DEVELOPMENT PROJECT. 15,000
    NEADS INC
    PO BOX 1100
    PRINCETON,MA01541     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE PRISON PUP PROGRAM. 16,500
    NEW BEGINNINGS RE-ENTRY SERVICES
    55 ROXBURY STREET
    ROXBURY,MA02119     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE FEMALE EX-OFFENDER RE-ENTRY PROGRAM. 10,000
    NEW ENGLAND INNOCENCE PROJECT
    1035 CAMBRIDGE STREET SUITE 28A
    CAMBRIDGE,MA02141     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE PUBLIC EDUCATION PROJECT ANNUAL RECOGNITION EVENT. 27,000
    NEW GARDEN SOCIETY
    PO BOX 301246
    BOSTON,MA02130     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE HORTICULTURAL VOCATIONAL TRAINING PROJECT. 15,000
    OLD COLONY YMCA
    320 MAIN STREET
    BROCKTON,MA02301     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE SOAR EX-OFFENDER RE-ENTRY PROGRAM. 15,000
    ON THE RISE INC
    341 BROADWAY
    CAMBRIDGE,MA02139     		N/A OTHER PUBLIC CHARITY SUPPORT FOR FEMALE EX-OFFENDER HOMELESS SERVICES. 1,500
    ONE CAN HELP INC
    PO BOX 55
    WABAN,MA02468     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE JUVENILE OFFENDER RESOURCE ASSISTANCE PROJECT. 15,000
    PARTAKERS INC
    230 CENTRAL STREET
    AUBURNDALE,MA02466     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE EX-OFFENDER EDUCATIONAL SUPPORT PROGRAM. 10,000
    PARTNERS IN HEALTH
    800 BOYLSTON STREET SUITE 300
    BOSTON,MA02199     		N/A OTHER PUBLIC CHARITY SUPPORT FOR COVID PREVENTION IN CORRECTIONS. 523
    PATHWAYS FOR CHILDREN
    292 CABOT STREET
    BEVERLY,MA01915     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE ANNUAL ESSEX COUNTY YOUTH CONFERENCE. 2,500
    PHILANTHROPY MASSACHUSETTS
    133 FEDERAL STREET 302
    BOSTON,MA02110     		N/A OTHER PUBLIC CHARITY ANNUAL SUPPORT. 5,100
    PRISON POLICY INITIATIVE
    69 GARFIELD AVE FLOOR 1
    EASTHAMPTON,MA01027     		N/A OTHER PUBLIC CHARITY SUPPORT FOR CRIMINAL JUSTICE RESEARCH AND ANALYSIS. 10,000
    PRISONERS LEGAL SERVICES
    50 FEDERAL STREET 4TH FLORR
    BOSTON,MA02110     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE PRISON BRUTALITY LEGAL ADVOCACY PROJECT. 32,500
    PROJECT PLACE INC
    1145 WASHINGTON STREET
    BOSTON,MA02118     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE VOCATIONAL TRAINING PROGRAM ASSISTING EX-OFFENDERS. 15,000
    PROVIDERS COUNCIL INC
    100 CROSSING BLVD SUITE 100
    FRAMINGHAM,MA01701     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE ANNUAL CONFERENCE AND TRAINING EVENT. 5,000
    RFK CHILDREN'S ACTION CORPS
    120 OLD COMMON ROAD
    LANCASTER,MA01523     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE JUVENILE DETENTION DIVERSION PROJECT. 15,000
    RIA INC
    330 COCHITUATE ROAD
    FRAMINGHAM,MA01701     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE SEXUAL EXPLOITATION PREVENTION PROJECT. 10,000
    ROCA INC
    101 PARK STREET
    CHELSEA,MA02150     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE ROCA ANNUAL BREAKFAST FUNDRAISER. 5,000
    RODMAN RIDE FOR KIDS INC
    10 LINCOLN ROAD 205
    FOXBORO,MA02035     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE ANNUAL RIDE FOR KIDS FUNDRAISER. 5,000
    SALVATION ARMY
    1500 WASHINGTON STREET
    BOSTON,MA02118     		N/A OTHER PUBLIC CHARITY SUPPORT FOR CORRECTIONS PROGRAMS. 500
    SARITA AND CLAIRE WRIGHT LUCAS FOUNDATION
    PO BOX 171031
    BOSTON,MA02117     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE WOMEN OF COLOR PROSECUTOR RECRUITMENT PROJECT. 15,000
    SECOND CHANCE CARS
    1211 MAIN STREET
    CONCORD,MA01742     		N/A OTHER PUBLIC CHARITY SUPPORT FOR AUTO DONATION PROJECT ASSISTING RETURNING CITIZENS. 15,000
    SELF ESTEEM BOSTON
    PO BOX 301115
    JAMAICA PLAIN,MA02130     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE FEMALE OFFENDER COUNSELING PROJECT. 5,000
    SOUTH SHORE WORKFORCE DEVELOPMENT BOARD INC
    15 COTTAGE AVE SUITE 301
    QUINCY,MA02169     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE EX-OFFENDER RE-ENTRY PROGRAM. 15,000
    STRAIGHT AHEAD MINISTRIES
    791 MAIN STREET
    WORCESTER,MA01610     		N/A OTHER PUBLIC CHARITY SUPPORT FOR JUVENILE OFFENDER AFTERCARE PROJECT. 15,000
    THE BOSTON FOUNDATION
    75 ARLINGTON STREET 300
    BOSTON,MA02116     		N/A OTHER PUBLIC CHARITY SUPPORT FOR TBF CIVIC FUND. 5,000
    THE KEY PROGRAM
    670 OLD CONNECTICUT PATH
    FRAMINGHAM,MA01701     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE RESIDENTIAL PROGRAM FOR JUVENILE OFFENDERS. 5,000
    THE PETEY GREENE PROGRAM
    22 STOCKTON STREET
    PRINCETON,NJ08540     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE VOLUNTEER TUTORING PROJECT. 20,000
    THE PHOENIX
    54 NEWMARKET SQUARE
    BOSTON,MA02118     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE JAIL BASED SOBER ACTIVE COMMUNITY PROJECT. 15,000
    THRIVE COMMUNITIES
    126 CABOT STREET SUITE 100
    LOWELL,MA01854     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE EX-OFFENDER RE-ENTRY PROJECT. 15,000
    TRINITY BOSTON FOUNDATION
    206 CLARENDON STREET
    BOSTON,MA02116     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE BOSTONIANS FOR YOUTH EVENT. 10,000
    UNIVERSITY OF MASSACHUSETTS
    134 HICKS WAY
    AMHERST,MA01003     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE CENTER FOR LAW AND JUSTICE. 1,000
    WAYSIDE YOUTH AND FAMILY SUPPORT NETWORK
    1 FREDERICK ABBOTT WAY
    FRAMINGHAM,MA01701     		N/A OTHER PUBLIC CHARITY SUPPORT FOR YOUTH AND FAMILY SUPPORT PROGRAM. 2,500
    WE ARE BETTER TOGETHER INC
    91 THORNTON STREET
    ROXBURY,MA02119     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE VICTIMS OF VIOLENCE PROJECT. 15,000
    WORCESTER COMMON GROUND
    5 PIEDMONT STREET
    WORCESTER,MA01610     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE WORCESTER COUNTY COMING HOME RESOURCE DIRECTORY. 25,000
    YOUTH ADVOCACY FOUNDATION
    44 BROMFIELD STREET
    BOSTON,MA02108     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE ANNUAL ED LAW FUNDRAISER. 2,500
    YOUTH BUILD BOSTON
    27 CENTRE STREET
    BOSTON,MA02119     		N/A OTHER PUBLIC CHARITY SUPPORT FOR THE CONSTRUCTION TRADES VOCATIONAL TRAINING PROGRAM. 20,000
    Total .................................bullet 3a 1,103,623
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 13,126  
    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 1,220,004  
    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 1,648,356 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,648,356
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    GARDINER HOWLAND SHAW FOUNDATION
    EIN:
    04-6111826
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WELCH & FORBES TAX PREP FEE 2,500 2,500   0
    WALTER & SHUFFAIN ACCOUNTING FEES 11,774 11,774   0

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    GARDINER HOWLAND SHAW FOUNDATION
    EIN:
    04-6111826
    Name of Bond End of Year Book Value End of Year Fair Market Value
    200,000 WALGREEN CO SR NT DTD 09/13/12, 3.1% 200,217 200,480
    200,000 SYSCO CORP NT DTD 06/12/2012, 2.6% 200,122 199,970
    200,000 GOLDMAN SACHS GROUP INC DTD 1/23/2018 3.2% 200,247 200,732
    200,000 NETAPP INC DTD 12/12/2012 3.25% 200,361 200,584
    200,000 ORACLE CORP DTD 04/01/2020 2.5% 207,586 190,986
    200,000 TJX COS INC NEW DTD 06/12/2016 2.25% 207,778 189,736
    200,000 PAYPAL HLDGS INC DTD 05/18/2020 1.65% 198,284 189,246
    200,000 FISERV INC DTD 06/24/2019 2.75% 205,134 197,010

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    GARDINER HOWLAND SHAW FOUNDATION
    EIN:
    04-6111826
    Name of Stock End of Year Book Value End of Year Fair Market Value
    4,000 AUTOMATIC DATA PROCESSING INC 136,616 872,720
    2,500 BECTON DICKINSON & CO 172,504 617,975
    6,000 CARMAX INC 52,849 514,680
    3,000 CHEVERON CORP 62,649 470,010
    3,000 DANAHER CORP 80,746 753,390
    2,500 HOME DEPOT INC 50,725 751,000
    4,500 JOHNSON & JOHNSON 242,430 812,070
    3,000 MCDONALDS CORP 209,195 747,480
    3,500 MICROSOFT CORP 91,298 971,320
    5,000 PEPSICO INC 223,481 858,550
    5,500 PROCTER & GAMBLE CO 9,338 883,025
    6,000 QUALCOMM INC 209,772 838,140
    2,800 STRYKER CORP 130,225 675,528
    10,000 VERIZON COMMUNICATIONS INC 263,409 463,000
    4,000 VISA INC CLASS A SHARES 75,067 852,520
    7,200 CHURCH & DWIGHT CO 243,136 702,432
    450 METTLER TOLEDO INTERNATIONAL INC 120,275 574,889
    350 ALPHABET INC CAP STK 188,627 804,766
    6,000 FISERV INC 241,829 587,520
    4,000 JPMORGAN CHASE & CO 273,720 477,440
    3,000 CHUBB LIMITED 386,459 619,350
    210 BOOKING HLDGS INC 248,824 464,165
    1,200 ROPER TECHNOLOGIES INC 337,155 563,904
    2,400 STANLEY BLACK & DECKER INC 357,282 288,360
    7,000 TORONTO DOMINION BANK ONTARIO 369,677 505,680
    5,000 GALLAGHER ARTHUR J & CO 430,813 842,450
    15,000 IRON MTN INC 469,035 805,950
    6,000 RAYTHEON TECHNOLOGIES CORP 305,468 569,460
    2,000 WATSCO INC 308,234 533,560
    1,200 ACCENTURE PLC A 334,970 360,432
    3,600 ABBVIE IN SR NT 488,042 528,768
    500 EMBECTA CORP 4,082 15,215
    4,000 TJX COS INC 308,506 245,120
    ROUNDING ADJUSTMENT 3 0

    TY 2021 InvestmentsOtherSchedule2
    Name:
    GARDINER HOWLAND SHAW FOUNDATION
    EIN:
    04-6111826
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    22,000 FIRST TRUST NORTH AMERN ENERGY INFRAS FD ETF AT COST 457,282 587,180
    1,200 ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF AT COST 118,284 135,120
    2,400 ISHARES SHORT TERM CORP BND AT COST 124,404 122,184
    1,600 VANGUARD INTERMEDIATE TERM BOND ETF AT COST 121,036 125,648
    6,500 VANGUARD FTSE ALL-WORLD AT COST 327,211 350,090
    130,576 FEDERATED HERMES ULTRASHORT BD AT COST 1,200,000 1,180,413

    TY 2021 OtherExpensesSchedule
    Name:
    GARDINER HOWLAND SHAW FOUNDATION
    EIN:
    04-6111826
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    IT COSTS 204 0   204
    POSTAGE 173 0   173
    SUPPLIES 1,011 0   1,011
    TELEPHONE & TELECOMMUNICATIONS 3,509 0   3,509
    MA FILING FEES 125 0   125
    EQUIPMENT RENTAL & MAINTENANCE 690 0   690


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    GARDINER HOWLAND SHAW FOUNDATION
    EIN:
    04-6111826
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 135,016 135,016   0


    TY 2021 TaxesSchedule
    Name:
    GARDINER HOWLAND SHAW FOUNDATION
    EIN:
    04-6111826
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 2,926 2,926   0
    FEDERAL INCOME TAX 26,500 0   0