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
STODDARD CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)370 MAIN STREET 12TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WORCESTER, MA01608
A Employer identification number

04-6023791
B Telephone number (see instructions)

(508) 459-8000
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$127,175,877J 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 62,649 62,649  
4 Dividends and interest from securities... 2,260,273 2,176,675  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 777,661
b Gross sales price for all assets on line 6a 5,972,472
7 Capital gain net income (from Part IV, line 2)... 777,661
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 304,586    
12 Total. Add lines 1 through 11........ 3,405,169 3,016,985  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 612,500 306,250   306,250
c Other professional fees (attach schedule).... Click to see attachment 82,559 82,559    
17 Interest............... 52,557 52,557    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 38,492 20,417    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 64,180 47,235   2,569
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 850,288 509,018   308,819
25 Contributions, gifts, grants paid....... 4,804,532 4,804,532
26 Total expenses and disbursements. Add lines 24 and 25 5,654,820 509,018   5,113,351
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,249,651
b Net investment income (if negative, enter -0-) 2,507,967
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,982,036 2,615,068 2,615,068
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)....... 33,065,519 Click to see attachment38,853,464 114,388,479
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).......... 16,524,553 Click to see attachment7,853,925 10,172,330
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 51,572,108 49,322,457 127,175,877
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 51,572,108 49,322,457
29 Total net assets or fund balances (see instructions)..... 51,572,108 49,322,457
30 Total liabilities and net assets/fund balances (see instructions). 51,572,108 49,322,457
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
51,572,108
2
Enter amount from Part I, line 27a .....................
2
-2,249,651
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
49,322,457
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
49,322,457
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 8500 SH DELTA AIRLINES INC P 2020-02-21 2021-01-07
b 44.486 SH DEUTSHE CROCI INTL P 2007-12-21 2021-01-08
c 1509 SH INDIANAPLS PW LT 4% PFD P 2018-03-12  
d 11000 SH ARK FINTECH INNOVATION P 2020-10-26 2021-12-28
e 171.672 SH DEUTSCHE CROCI INTL P 2008-12-23 2021-01-08
2300 SH INDIANAPOLIS P&L 4.20% PFD P 2013-04-05 2021-12-28
3000 SH ARK INNOVATION ETF P 2020-10-26 2021-12-28
500000 SH GENERAL MOTORS NT 1/11/01 P 2005-06-16 2021-04-01
1000 SH LADENBURG THALMAN 6500 27NV3 P 2017-11-14 2021-07-08
2460.256 SH DEUTSCHE CROCI INTL P 1998-11-28 2021-01-08
6000 SH GENERAL MOTORS QTRLY PFD P 2005-03-28 2021-03-31
4880 SH NIAGRA MOHAWK POWER 360 PFD P    
275.893 SH DEUTSCHE CROCI INTL P 1999-01-06 2021-01-08
10000 SH GENERAL MOTORS SR NT PFD P 2005-03-28 2021-03-31
730 NSTAR ELECTRIC CO P 2019-11-19  
142.452 SH DEUTSCHE CROCI INTL P 1999-06-28 2021-01-08
411 SH AMEREN ILL CO PFD 4.08% P 2019-07-23 2021-01-07
5500 SH NSTAR ELECTRIC CO P    
95.428 SH DEUTSCHE CROCI INTL P 1999-12-28 2021-01-08
2 SH AMEREN ILL CO PFD 4.20% P 2019-12-03 2021-01-28
12000 SH DFS CAP CORP 5.95 26OC31 P 2019-10-09  
225.408 SH DEUTSCHE CROCI INTL P 2000-08-09 2021-01-08
3500 SH AMERICAN FIN TR 7.50% PFD P 2019-09-05  
7500 SH SPARK ENERGY INC PFD P 2018-01-24  
178.218 SH DEUTSCHE CROCI INTL P 2000-12-18 2021-01-08
338 SH AMERN ILLINOIS CO 4.70% P 2019-01-15  
1800 SH UNION ELEC CO 4 PFD P   2021-01-13
11.424 SH DEUTSCHE CROCI INTL P 2001-12-24 2021-01-08
8000 SH B RILEY FINL INC 6.875 DP P 2019-10-02  
2310 SH UNION ELEC CO 4 56PR P 2016-09-01  
33.178 SH DEUTSCHE CROCI INTL P 2002-12-26 2021-01-08
500 SH CONN LT & PWR 190 PFD P 2015-12-11  
FROM K-1'S P    
38.5 SH DEUTSCHE CROCI INTL P 2003-12-24 2021-01-08
4315 SH DUPONT EI DE NEMOURS 3.50 PF P    
FROM K-1'S P    
48.441 SH DEUTSCHE CROCI INTL P 2004-12-27 2021-01-08
9000 SH GREAT ELM CAP COR 6500 25JN3 P 2019-06-11  
FROM K-1'S - 1231 GAIN/LOSS P    
73.097 SH DEUTSCHE CROCI INTL P 2005-12-23 2021-01-08
1195 SH HAWAIIAN ELEC 4 1/4 PR C P 2018-03-23  
FROM K-1'S - PARTNERSHIPS P    
108.672 SH DEUTSCHE CROCI INTL P 2006-12-26 2021-01-08
3300 SH HOWMET AEROSPACE INC PFD SER P 2013-05-31  
(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 344,026   490,122 -146,096
b 2,196   3,082 -886
c 153,164   151,428 1,736
d 451,831   461,278 -9,447
e 8,474   5,665 2,809
199,287   234,600 -35,313
289,998   291,583 -1,585
72     72
21,707   25,000 -3,293
121,438   158,514 -37,076
21     21
489,810   465,538 24,272
13,618   17,776 -4,158
35     35
72,471   73,548 -1,077
7,031   9,178 -2,147
41,280   40,072 1,208
569,775   565,563 4,212
4,710   6,148 -1,438
198   200 -2
300,641   300,000 641
11,126   12,877 -1,751
88,600   88,375 225
192,410   189,375 3,035
8,796   8,734 62
34,978   34,645 333
179,213   171,976 7,237
564   405 159
206,918   200,000 6,918
235,423   232,155 3,268
1,638   1,010 628
22,878   23,750 -872
265,126     265,126
1,900   1,448 452
383,366   360,022 23,344
    893 -893
2,391   2,111 280
221,846   225,000 -3,154
    17 -17
3,608   3,699 -91
24,767   23,840 927
9,475     9,475
5,364   6,634 -1,270
254,009   308,550 -54,541
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       -146,096
b       -886
c       1,736
d       -9,447
e       2,809
      -35,313
      -1,585
      72
      -3,293
      -37,076
      21
      24,272
      -4,158
      35
      -1,077
      -2,147
      1,208
      4,212
      -1,438
      -2
      641
      -1,751
      225
      3,035
      62
      333
      7,237
      159
      6,918
      3,268
      628
      -872
      265,126
      452
      23,344
      -893
      280
      -3,154
      -17
      -91
      927
      9,475
      -1,270
      -54,541
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 2 777,661
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 -180,092
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  
3 Add lines 1 and 2........................... 3 34,861
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 34,861
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 53,900
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 78,900
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 33
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 44,006
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet43,866 RefundedBullet 11 140
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    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 ofbulletWARNER S FLETCHER Telephone no.bullet (508) 459-8000

    Located atbullet370 MAIN STREET 12TH FLOORWORCESTERMA ZIP+4bullet01608
    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
     
     
    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
    WARNER S FLETCHER CHAIRMAN/TTE
    10.00     		0 0 0
    370 MAIN STREET 12TH FLOOR
    WORCESTER,MA01608
    ALLEN W FLETCHER TRUSTEE
    1.00     		0 0 0
    4 ASH STREET
    WORCESTER,MA01604
    JUDITH S KING TREAS/TTEE
    1.00     		0 0 0
    140 MAIN STREET BOX 448
    SOUTHBORO,MA01772
    VALERIE S LORING SEC/TTEE
    1.00     		0 0 0
    4 SCHOLAR ROAD
    FALMOUTH,ME04105
    JUSTIN L FLETCHER TRUSTEE
    1.00     		0 0 0
    3 KEELER FARM WAY
    LEXINGTON,MA02420
    JENNIFER PARADEE TRUSTEE
    1.00     		0 0 0
    8 WALKER ROAD
    KENNEBUNK,ME04043
    MEGAN FLETCHER TRUSTEE
    1.00     		0 0 0
    1689 NOE STREET
    SAN FRANCISO,CA94131
    ROBERT LORING TRUSTEE
    1.00     		0 0 0
    12 OLD BROOK DRIVE
    WORCESTER,MA01609
    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  
    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
    FLETCHER TILTON PC TRUST & ACCOUNT 612,500
    370 MAIN ST 12TH FLOOR
    WORCESTER,MA01608
    NIXON PEABODY CUSTODIAL FEES 82,559
    100 SUMMER STREET
    BOSTON,MA02110
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    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
    118,283,061
    b
    Average of monthly cash balances.......................
    1b
    1,600,509
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    119,883,570
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    119,883,570
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,798,254
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    118,085,316
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    5,904,266
    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
    5,904,266
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    34,861
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    34,861
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,869,405
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    5,869,405
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    5,869,405
    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 5,869,405
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 845,633
    b From 2017...... 100,789
    c From 2018...... 207,589
    d From 2019...... 182,870
    e From 2020...... 376,328
    f Total of lines 3a through e ........ 1,713,209
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 5,113,351
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 5,113,351
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021. 756,054 756,054
    (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 5 957,155
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 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) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		89,579
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		867,576
    10 Analysis of line 9:
    a Excess from 2017.... 100,789
    b Excess from 2018.... 207,589
    c Excess from 2019.... 182,870
    d Excess from 2020.... 376,328
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    WARNER S FLETCHER
    370 MAIN ST 12TH FLOOR
    WORCESTER,MA01608
    (508) 459-8000
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS SHOULD BE MADE BY LETTER, ORIGINAL PLUS (7)COPIES SIGNED BY THE PRESIDENT OR EXECUTIVE DIRECTOR, AND NARRATIVE STYLE PROPOSAL, PLUS (1) ONE COPY OF IRS LETTER, ORGANIZATION'S OPERATIONAL AND PROGRAM BUDGET, MOST RECENT FINANCIAL STATEMENT, TRUSTEE LIST, PLUS ANYTHING ELSE THE APPLICANT FEELS WOULD GIVE THE TRUSTEES A BETTER FEEL/SENSE OF THE APPLICANT AND/OR PROJECT
    cAny submission deadlines:
    MEETING SCHEDULES ARE APRIL, JUNE, SEPTEMBER, AND DECEMBER. APPLICATIONS SHOULD BE RECEIVED BY THE 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTMAKING FOCUS ARE CAPITAL NEEDS, WITH SOME (MOSTLY HISTORICAL/GRANDFATHERED)OPERATIONAL SUPPORT; PRIVATE NON-PROFITS (501(C)(3)); GENERALLY NO CHURCHES OR SIMILAR RELIGIOUS ORGANIZATIONS, PUBLIC ENTITIES, OR SPONSORSHIPS; PRIMARILY IN THE CITY OF WORCESTER.
    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
    AGNES IRWIN SCHOOL
    275 SOUTH ITHAN AVENUE
    BRYN MAWR,PA19010     		NONE PUBLIC SC GRANT-TOM 1,000
    AMERICAN RED CROSS OF CENTRAL MASSA
    2000 CENTURY DRIVE
    WORCESTER,MA01606     		NONE PUBLIC SUPPORT LOCAL DISASTER CLIENT ASSIST 30,000
    AMERICAN RED CROSS OF MASSACHUSETTS
    101 STATION LANDING SUIT
    MEDFORD,MA02155     		NONE PUBLIC SC GRANT-ROB LORING BENEFIT WORCESTE 1,500
    AMERICAN RED CROSS OF MASSACHUSETTS
    101 STATION LANDING SUIT
    MEDFORD,MA02155     		NONE PUBLIC SC GRANT-JEN 3,000
    ART IN THE PARK FA ARTS & BUSINESS
    11 WHEELER AVENUE
    WORCESTER,MA01609     		NONE PUBLIC SUPPORT PROPOSED 2021 SUMMER PROGRAM 5,000
    ARTSWORCESTER
    660 MAIN STREET
    WORCESTER,MA01606     		NONE PUBLIC SUPPORT 2022-2024 STRATEGIC PLAN 5,000
    BAY AREA CHILDREN'S THEATRE
    6114 LA SALLE AVENUE 431
    OAKLAND,CA94611     		NONE PUBLIC SC GRANT-ETHAN 2,500
    BE LIKE BRIT FOUNDATION
    66 PULLMAN STREET
    WORCESTER,MA01606     		NONE PUBLIC SC GRANT-ROB 1,500
    BIG BROTHERS BIG SISTERS OF CENTRAL
    484 MAIN STREET SUITE 360
    WORCESTER,MA01608     		NONE PUBLIC SUPPORT THE WORCESTER AREA COLLEGE M 15,000
    BLACK EXCELLENCE ACADEMY FA CHARLE
    115 BEECHING STREET
    WORCESTER,MA01602     		NONE PUBLIC OPERATING SUPPORT 8,000
    BOTTOM LINE
    500 ARMORY STREET SUITE
    BOSTON,MA02130     		NONE PUBLIC SUPPORT THE WORCESTER SUCCESS PROGRA 5,000
    BOTTOM LINE
    500 ARMORY STREET SUITE
    BOSTON,MA02130     		NONE PUBLIC SC GRANT:JEN PARADEE 2,000
    BOYS & GIRLS CLUB OF WORCESTER
    64 TAINTER STREET
    WORCESTER,MA01610     		NONE PUBLIC TOWARDS UPGRADING KITCHEN IN HARRING 50,000
    BRIARWOOD CONTINUING CARE COMMUNITY
    65 BRIARWOOD CIRCLE
    WORCESTER,MA01606     		NONE PUBLIC SC GRANT- ROBERT LORING - RESIDENTS 3,750
    BRIARWOOD CONTINUING CARE COMMUNITY
    65 BRIARWOOD CIRCLE
    WORCESTER,MA01606     		NONE PUBLIC SC GRANT- ROBERT LORING - ERVABERG G 2,750
    CAMP PUTNAM OF THE WORCESTER FRESH
    141 RUTHERFORD ROAD
    NEW BRAINTREE,MA01531     		NONE PUBLIC TOWARD EXPANDING THE PROGRAMS TO SER 10,000
    CAPE ABILITIES
    895 MARY DUNN ROAD
    HYANNIS,MA02601     		NONE PUBLIC SC GRANT- BETH TAYLOR 5,000
    CARDIGAN MOUNTAIN SCHOOL
    62 ALUMNI DRIVE
    CANAAN,NH03741     		NONE PUBLIC SC GRANT-JUDY KING 5,000
    CASA PROJECT INC (THE)
    100 GROVE STREET
    WORCESTER,MA016052608     		NONE PUBLIC SUPPORT THE CHILD COURT ADVOCACY PRO 20,000
    CASA PROJECT INC (THE)
    100 GROVE STREET
    WORCESTER,MA016052608     		NONE PUBLIC SC GRANT- JUSTIN FLETCHER 5,000
    CASA PROJECT INC (THE)
    100 GROVE STREET
    WORCESTER,MA016052608     		NONE PUBLIC SC GRANT- JEN PARADEE 2,000
    COLLEGE OF THE HOLY CROSS
    ONE COLLEGE STREET
    WORCESTER,MA016102395     		NONE PUBLIC SC GRANT-ANDREW FLETCHER & KATIE GUI 2,500
    CREATIVITY EXPLORED
    3245 16TH STREET
    SAN FRANCISCO,CA94103     		NONE PUBLIC SC GRANT-MEGAN FLETCHER 5,000
    CULTURAL EXCHANGE THROUGH SOCCER (C
    C/O WORCESTER YOUTH CENTE
    WORCESTER,MA01602     		NONE PUBLIC CAPITAL NEEDS REQUEST 10,000
    CWC-COMMUNITY & WORLD CONCERNS COMM
    C/O MR RAY ROSS 13750 L
    BOSEMAN,MT59715     		NONE PUBLIC SC GRANT-WILL 2,500
    DISMAS HOUSE OF MASSACHUSETTS INC
    PO BOX 30125
    WORCESTER,MA01603     		NONE PUBLIC MANAGEMENT SUPPORT 15,000
    DISMAS HOUSE OF MASSACHUSETTS INC
    PO BOX 30125
    WORCESTER,MA01603     		NONE PUBLIC TOWARD CAPITAL COST WITH BUILDING NE 75,000
    DOCTORS WITHOUT BORDERSMEDECINS SA
    333 SEVENTH AVENUE 2ND F
    NEW YORK,NY100015004     		NONE PUBLIC SC GRANT-WENDY & TIM PICKERING 1,000
    DRESS FOR SUCCESS
    484 MAIN STREET SUITE 100
    WORCESTER,MA01608     		NONE PUBLIC SUPPORT MOVING TO NEW LOCATION, 120 20,000
    EASTERSEALS MASSACHUSETTS
    484 MAIN STREET 6TH FLOO
    WORCESTER,MA01608     		NONE PUBLIC TOWARD PURCHASE COSTS REPLACEMENT LA 20,000
    THE EDIBLE SCHOOLYARD BERKELEY
    1781 ROSE STREET
    BERKELEY,CA94703     		NONE PUBLIC SC GRANT-ETHAN 2,500
    EDWARD M KENNEDY COMMUNITY HEALTH
    650 LINCOLN STREET
    WORCESTER,MA01605     		NONE PUBLIC TOWARD THE TACOMA STREET RENOVATION 75,000
    FACE TO FACE
    123 EAST PRICE STREET
    PHILADELPHIA,PA19144     		NONE PUBLIC SC GRANT-TOM & BIBBY LORING 1,000
    FOUR LEGGED FREEDOM RESCUE
    PO BOX 506
    KENNEBUNK,ME04043     		NONE PUBLIC SC GRANT-JEN 2,000
    FRIENDLY HOUSE INC
    36 WALL STREET
    WORCESTER,MA01604     		NONE PUBLIC TOWARD THE CONSTRUCTION OF A NEW GYM 100,000
    FRIENDS OF GANONDAGAN INC
    BOX 239
    VICTOR,NY14564     		NONE PUBLIC SC GRANT-WENDY & TIM PICKERING 1,000
    FRIENDS OF THE WISSAHICKON INC
    8708 GERMANTOWN AVENUE
    PHILADELPHIA,PA191182717     		NONE PUBLIC SC GRANT-TOM & BIBBY LORING 1,000
    GENESIS CLUB INC
    274 LINCOLN STREET
    WORCESTER,MA01605     		NONE PUBLIC TOWARDS IMPROVEMENTS TO EXTERIOR 274 10,000
    GIRLS INC OF WORCESTER
    125 PROVIDENCE STREET
    WORCESTER,MA01604     		NONE PUBLIC SC GRANT-JUDY KING 3,000
    GIRLS INC OF WORCESTER
    125 PROVIDENCE STREET
    WORCESTER,MA01604     		NONE PUBLIC CRITICAL FUNDING NEEDS AT CAMP KINNE 100,000
    GREATER WORCESTER LAND TRUST
    4 ASH STREET
    WORCESTER,MA01608     		NONE PUBLIC SC GRANT-MEGAN FLETCHER 10,000
    GREATER WORCESTER LAND TRUST
    4 ASH STREET
    WORCESTER,MA01608     		NONE PUBLIC SC GRANT-ALLEN FLETCHER 10,000
    GREATER WORCESTER LAND TRUST
    4 ASH STREET
    WORCESTER,MA01608     		NONE PUBLIC REPLENISH THE LAND ACQUISITION FUND 100,000
    HORACE MANN EDUCATIONAL ASSOCIATES
    8 FORGE PARKWAY
    FRANKLIN,MA02038     		NONE PUBLIC TOWARD THE PURCHASE OF EQUIPMENT AND 10,000
    INDIA SOCIETY OF WORCESTER
    PO BOX 136
    SHREWSBURY,MA01545     		NONE PUBLIC SUPPORT THE INDIA CENTER EXPANSION P 50,000
    INDIA SOCIETY OF WORCESTER
    PO BOX 136
    SHREWSBURY,MA01545     		NONE PUBLIC SC GRANT-JUDY KING 2,000
    JEREMIAH'S INN
    PO BOX 30035 1059 MAIN
    WORCESTER,MA01603     		NONE PUBLIC ASSIST WITH RENOVATION JEREMIAH'S HO 60,000
    JEREMIAH'S INN
    PO BOX 30035 1059 MAIN
    WORCESTER,MA01603     		NONE PUBLIC SC GRANT-JUSTIN FLETCHER 5,000
    JOY OF MUSIC PROGRAM INC
    1 GORHAM STREET
    WORCESTER,MA01605     		NONE PUBLIC SUPPORT EMERGENCY FACILITY WORK IN T 10,000
    JOY OF MUSIC PROGRAM INC
    1 GORHAM STREET
    WORCESTER,MA01605     		NONE PUBLIC SUPPORT FOR THE FINANCIAL AID PROGRA 7,000
    KENNEBUNKPORT CONSERVATION TRUST
    P O BOX 7004
    CAPE PORPOISE,ME04014     		NONE PUBLIC SC GRANT-JUDITH KING 1,000
    KGLT RADIO STATION
    STRAND UNION BLVD SUB 3
    BOZEMAN,MT597174240     		NONE PUBLIC SC GRANT-WILL - LOWER VALLEY RANCH L 2,500
    LATIN AMERICAN HEALTH ALLIANCE OF C
    26 QUEEN STREET
    WORCESTER,MA016102473     		NONE PUBLIC SC GRANT-ALLEN FLETCHER 5,000
    LEXINGTON EDUCATION FOUNDATION
    594 MARRETT ROAD SUITE 7
    LEXINGTON,MA02421     		NONE PUBLIC SC GRANT-ANDREW FLETCHER & KATIE GUI 2,500
    LITERACY VOLUNTEERS OF GREATER WORC
    3 SALEM SQUARE ROOM 332
    WORCESTER,MA01608     		NONE PUBLIC SUPPORT ADULT ESOL AND BASIC LITERAC 10,000
    LITERACY VOLUNTEERS OF GREATER WORC
    3 SALEM SQUARE ROOM 332
    WORCESTER,MA01608     		NONE PUBLIC SC GRANT-JEN PARADEE 2,000
    LOUIS T GRAVES MEMORIAL LIBRARY
    PO BOX 391
    KENNEBUNKPORT,ME04046     		NONE PUBLIC SC GRANT-JUDY KING 1,000
    MAIN SOUTH COMMUNITY DEVELOPMENT CO
    875 MAIN STREET
    WORCESTER,MA01610     		NONE PUBLIC GENERAL OPERATING SUPPORT FOR FY 202 40,000
    MARK O'BRIEN MEMORIAL SCHOLARSHIP F
    56 SUMNER STREET
    AUBURN,MA01501     		NONE PUBLIC SC GRANT-ROB 2,500
    MASSACHUSETTS GENERAL HOSPITAL
    100 CAMBRIDGE STREET SUI
    BOSTON,MA02114     		NONE PUBLIC SC GRANT-ANDREW FLETCHER & KATIE GUI 2,500
    MASSART FOUNDATION
    621 HUNTINGTON AVENUE
    BOSTON,MA02115     		NONE PUBLIC SC GRANT-MEGAN FLETCHER 5,000
    MATTHEW 25 INC
    52 QUEEN STREET
    WORCESTER,MA01610     		NONE PUBLIC TOWARD THE NEWEST INITIATIVE AT 11 M 25,000
    MCAULEY NAZARETH HOME FOR BOYS
    77 MULBERRY STREET
    LEICESTER,MA01524     		NONE PUBLIC SC GRANT-WARNER FLETCHER 2,000
    MECHANICS HALL
    321 MAIN STREET
    WORCESTER,MA01608     		NONE PUBLIC SC GRANT-JUDY KING 3,000
    MIDCOAST CONSERVANCY
    290 US ROUTE ONE
    EDGECOMB,ME04556     		NONE PUBLIC SC GRANT-WENDY & TIM PICKERING 1,000
    MIDCOAST HUMANE SOCIETY
    190 PLEASANT STREET
    BRUNSWICK,ME04011     		NONE PUBLIC SC GRANT-BETH TAYLOR 2,000
    MIDDLEBURY COLLEGE
    9 OLD CHAPEL ROAD
    MIDDLEBURY,VT05753     		NONE PUBLIC SC GRANT-ANDREW FLETCHER & KATIE GUI 2,500
    MUSIC WORCESTER
    319 MAIN STREET
    WORCESTER,MA016081511     		NONE PUBLIC SC GRANT-ROBERT LORING 1,500
    MUSIC WORCESTER
    319 MAIN STREET
    WORCESTER,MA016081511     		NONE PUBLIC SUPPORT ADDITIONAL CONCERT EACH YEAR 250,000
    MUSIC WORCESTER
    319 MAIN STREET
    WORCESTER,MA016081511     		NONE PUBLIC SUPPORT ADDITIONAL CONCERT EACH YEAR 150,000
    OAKLAND LEAF FOUNDATION
    520 3RD STREET SUITE 109
    OAKLAND,CA94607     		NONE PUBLIC SC GRANT-ETHAN 2,500
    OAKLAND PARKS AND RECREATION FOUNDA
    PO BOX 13267
    OAKLAND,CA94661     		NONE PUBLIC SC GRANT-ETHAN 2,500
    ONE WORCESTER
    484 MAIN STREET SUITE 30
    WORCESTER,MA01608     		NONE PUBLIC SUPPORT TO CONTINUE PROVIDING FREE B 15,000
    PACHAMAMA ALLIANCE
    PO BOX 29191
    SAN FRANCISCO,CA94129     		NONE PUBLIC SC GRANT-WENDY & TIM PICKERING 1,000
    PACHAMAMA ALLIANCE
    PO BOX 29191
    SAN FRANCISCO,CA94129     		NONE PUBLIC SC GRANT-WILL - LOWER VALLEY RANCH L 5,000
    PARK SCHOOL OF BALTIMORE
    2425 OLD COURT ROAD
    BALTIMORE,MD21208     		NONE PUBLIC SC GRANT-WENDY & TIM PICKERING-OPPOR 2,000
    PREBLE STREET RESOURCE CENTER
    38 PREBLE STREET
    PORTLAND,ME04101     		NONE PUBLIC SC GRANT-BETH TAYLOR 3,000
    PROVISION MINISTRY INC
    7 THOMAS NEWTON DRIVE
    PORTLAND,ME04101     		NONE PUBLIC CAPITAL SUPPORT 35,000
    QUINSIGAMOND COMMUNITY COLLEGE FOUN
    670 WEST BOYLSTON STREET
    WORCESTER,MA01606     		NONE PUBLIC H.A.C.E. YOUTH RECOGNITION AWARDS PR 3,000
    RACHEL'S TABLE
    633 SALISBURY STREET
    WORCESTER,MA01609     		NONE PUBLIC CHILDRENS MILK FUND 5,000
    RACHEL'S TABLE
    633 SALISBURY STREET
    WORCESTER,MA01609     		NONE PUBLIC SC GRANT-JEN PARADEE 2,000
    REGIONAL ENVIRONMENTAL COUNCIL OF C
    PO BOX 255
    WORCESTER,MA01613     		NONE PUBLIC SUPPORT GENERAL OPERATIONS 10,000
    RENDER CREATIVE (DBA MAIN IDEA)
    9 IRVING STREET
    WORCESTER,MA01609     		NONE PUBLIC SUPPORT OPERATIONS 6,000
    RIA HOUSE INC
    330 COCHITUATE ROAD 178
    FRAMINGHAM,MA01701     		NONE PUBLIC SUPPORT COSTS, HOUSING AND BASIC NEE 5,000
    RISE ABOVE FOUNDATION
    PO BOX 174
    NORTHBRIDGE,MA01534     		NONE PUBLIC SUPPORT GENERAL PROGRAMMING 5,000
    SALEM COMMUNITY CORPORATION
    70 BRIARWOOD CIRCLE
    WORCESTER,MA01606     		NONE PUBLIC SC GRANT-VAL LORING 10,000
    SALEM COMMUNITY CORPORATION
    70 BRIARWOOD CIRCLE
    WORCESTER,MA01606     		NONE PUBLIC REPLACE COTTAGE WINDOWS, RE-ROOF THE 250,000
    SALEM COMMUNITY CORPORATION
    70 BRIARWOOD CIRCLE
    WORCESTER,MA01606     		NONE PUBLIC SC GRANT-VAL LORING - APPLIED TO BOA 8,000
    SCHUYLKILL CENTER
    8480 HAGYS MILL ROAD
    PHILADELPHIA,PA19128     		NONE PUBLIC SC GRANT-TOM & BIBBY LORING 1,000
    SOS CHILDREN'S VILLAGE - USA
    1620 I STREET SUITE 900
    WASHINGTON,DC20006     		NONE PUBLIC SC GRANT-WENDY & TIM PICKERING 1,000
    SPRINGBOARD TO OPPORTUNITIES
    3000 OLD CANTON ROAD 470
    JACKSON,MS39216     		NONE PUBLIC SC GRANT-WENDY & TIM PICKERING 1,000
    SPRINGSIDE CHESTNUT HILL ACADEMY FU
    500 WEST WILLOW GROVE AVE
    PHILADELPHIA,PA19118     		NONE PUBLIC SC GRANT-TOM 1,000
    THREESISTERS WOMEN SEEDING CHANGE
    PO BOX 2250
    NEVADA CITY,CA95959     		NONE PUBLIC SC GRANT-WENDY 2,000
    TORY BURCH FOUNDATION INC
    11 W 19TH STREET FLOOR
    NEW YORK,NY10011     		NONE PUBLIC SC GRANT-TOM & BIBBY LORING 1,000
    TOWER HILL BOTANIC GARDEN
    11 FRENCH DRIVE P O BO
    BOYLSTON,MA01505     		NONE PUBLIC GROWING BOLDLY CAMPAIGN 100,000
    TOWER HILL BOTANIC GARDEN
    11 FRENCH DRIVE P O BO
    BOYLSTON,MA01505     		NONE PUBLIC GROWING BOLDLY CAMPAIGN 200,000
    TUCK SCHOOL OF BUSINESS-DARTMOUTH C
    100 TUCK HALL
    HANOVER,NH037559913     		NONE PUBLIC SC GRANT-TOM & BIBBY LORING 2,000
    UNIVERSITY OF MASSACHUSETTS MEDICAL
    55 LAKE AVENUE NORTH S1-
    WORCESTER,MA01655     		NONE PUBLIC SC GRANT-ROB LORING 2,500
    UNIVERSITY OF MASSACHUSETTS MEDICAL
    55 LAKE AVENUE NORTH S1-
    WORCESTER,MA01655     		NONE PUBLIC SC GRANT-ROB LORING 2,500
    UMASS MEMORIAL HEALTH CARE INC
    333 SOUTH STREET
    SHREWSBURY,MA01545     		NONE PUBLIC PHYSICAL EXPANSION OF HELP WITHOUT T 250,000
    UMASS MEMORIAL HEALTH - COMMUNITY H
    335 CHANDLER STREET
    WORCESTER,MA01602     		NONE PUBLIC ONGOING OPERATIONAL SUPPORT 10,000
    UNITED WAY OF CENTRAL MASSACHUSETTS
    484 MAIN STREET 300
    WORCESTER,MA01608     		NONE PUBLIC CITY OF WORCESTER-WORCESTER REMOTE L 200,000
    UNITED WAY OF CENTRAL MASSACHUSETTS
    484 MAIN STREET 300
    WORCESTER,MA01608     		NONE PUBLIC SUPPORT MISSION 140,000
    UNITED WAY OF CENTRAL MASSACHUSETTS
    484 MAIN STREET 300
    WORCESTER,MA01608     		NONE PUBLIC AFGHAN SUPPORT EFFORT 100,000
    UNITED WAY OF CENTRAL MASSACHUSETTS
    484 MAIN STREET 300
    WORCESTER,MA01608     		NONE PUBLIC SC GRANT-WARNER FLETCHER 5,000
    UNITED WAY OF CENTRAL MASSACHUSETTS
    484 MAIN STREET 300
    WORCESTER,MA01608     		NONE PUBLIC SC GRANT-JEN - AFGHAN REFUGEE FUND, 3,000
    VETERANS INC
    69 GROVE STREET
    WORCESTER,MA01605     		NONE PUBLIC SC GRANT-VAL 1,000
    VNA CARE NETWORK & HOSPICE INC
    120 THOMAS STREET
    WORCESTER,MA01608     		NONE PUBLIC SC GRANT-VAL - ROSE MONAHAN HOSPICE 1,000
    VNA CARE NETWORK & HOSPICE INC
    120 THOMAS STREET
    WORCESTER,MA01608     		NONE PUBLIC SUPPORT REMOVING BARRIERS TO HEALTH 25,000
    VNA CARE NETWORK & HOSPICE INC
    120 THOMAS STREET
    WORCESTER,MA01608     		NONE PUBLIC SC GRANT-JUDY KING 1,000
    WELLNESS CAMPAIGN
    10 COYNE DRIVE
    WOBURN,MA01801     		NONE PUBLIC SC GRANT-MATT 10,000
    WELLS NATIONAL ESTUARINE RESEARCH R
    342 LAUDHOLM FARM ROAD 9
    WELLS,ME04090     		NONE PUBLIC SC GRANT-JEN 2,000
    WESTBOROUGH FOOD PANTRY
    9 EAST MAIN STREET
    WESTBOROUGH,MA01581     		NONE PUBLIC SC GRANT-JUDITH KING 2,000
    WICN PUBLIC RADIO INC
    50 PORTLAND STREET
    WORCESTER,MA01608     		NONE PUBLIC SUPPORT PURCHASE OF NEW EQUIPMENT AN 10,000
    WICN PUBLIC RADIO INC
    50 PORTLAND STREET
    WORCESTER,MA01608     		NONE PUBLIC SC GRANT-WARNER FLETCHER 2,500
    WORCESTER ANIMAL RESCUE LEAGUE
    139 HOLDEN STREET
    WORCESTER,MA01606     		NONE PUBLIC SC GRANT-WARNER FLETCHER 8,000
    WORCESTER ANIMAL RESCUE LEAGUE
    139 HOLDEN STREET
    WORCESTER,MA01606     		NONE PUBLIC SC GRANTA-ROB LORING 1,500
    WORCESTER ANTI-FORECLOSURE TEAM
    301 PLEASANT STREET
    WORCESTER,MA01609     		NONE PUBLIC OPERATION SUPPORT 3,000
    WORCESTER ART MUSEUM
    55 SALISBURY STREET
    WORCESTER,MA01609     		NONE PUBLIC 1. PERMISSION TO TEMPORARILY UNRE 400,000
    WORCESTER ART MUSEUM
    55 SALISBURY STREET
    WORCESTER,MA01609     		NONE PUBLIC 1. PERMISSION TO TEMPORARILY UNRE 500,000
    WORCESTER CENTER FOR CRAFTS
    25 SAGAMORE ROAD
    WORCESTER,MA01605     		NONE PUBLIC REVITALIZATION OF FAILITY'S INTERIOR 50,000
    WORCESTER CENTER FOR CRAFTS
    25 SAGAMORE ROAD
    WORCESTER,MA01605     		NONE PUBLIC SC GRANT-JUDITH KING 2,000
    WORCESTER CENTER FOR CRAFTS
    25 SAGAMORE ROAD
    WORCESTER,MA01605     		NONE PUBLIC SC GRANT-JEN 2,000
    WORCESTER CENTER FOR CRAFTS
    25 SAGAMORE ROAD
    WORCESTER,MA01605     		NONE PUBLIC MATCH FOR MASS CULTURAL FACILITIES A 40,000
    WORCESTER CHAMBER MUSIC SOCIETY
    PO BOX 21001
    WORCESTER,MA01602     		NONE PUBLIC SUPPORT NEIGHBORHOOD STRINGS PROGRAM 5,000
    WORCESTER COMMUNITY HOUSING RESOURC
    11 PLEASANT STREET
    WORCESTER,MA01608     		NONE PUBLIC SC GRANT-JUSTIN FLETCHER 5,000
    WORCESTER EDUCATION COLLABORATIVE
    484 MAIN STREET 300
    WORCESTER,MA016081880     		NONE PUBLIC SUPPORT GENERAL OPERATIONS 10,000
    WORCESTER EDUCATIONAL DEVELOPMENT F
    210 PARK AVENUE SUITE 22
    WORCESTER,MA01609     		NONE PUBLIC SUPPORT CULTURE LEAP PROGRAM 89,000
    WORCESTER HISTORICAL MUSEUM
    30 ELM STREET
    WORCESTER,MA01609     		NONE PUBLIC SUPPORT IMPROVEMENT PATRON ACCESS TO 100,000
    WORCESTER INTERFAITH INC
    111 PARK AVENUE
    WORCESTER,MA01609     		NONE PUBLIC SUPPORT ESTABLISHING PARENT TEAMS IN 5,000
    WORCESTER LATINO DOLLARS FOR SCHOLA
    P O BOX 16564
    WORCESTER,MA01601     		NONE PUBLIC SUPPORT SCHOLARSHIP FUND 3,000
    WORCESTER POLYTECHNIC INSTITUTE
    100 INSTITUTE ROAD
    WORCESTER,MA01609     		NONE PUBLIC SC GRANT-TOM & BIBBY LORING 2,000
    WORCESTER POLYTECHNIC INSTITUTE
    100 INSTITUTE ROAD
    WORCESTER,MA01609     		NONE PUBLIC SUPPORT CAMPUS'S NEWEST ACADEMIC BUI 350,000
    WORCESTER PUBLIC LIBRARY FOUNDATION
    3 SALEM SQUARE
    WORCESTER,MA016082074     		NONE PUBLIC SC GRANT-WARNER FLETCHER 2,500
    WORCESTER PUBLIC MARKET
    4 ASH STREET
    WORCESTER,MA01608     		NONE PUBLIC HELP WEATHER CURRENT CRISIS-300,000 100,000
    WORCESTER REGIONAL RESEARCH BUREAU
    319 MAIN STREET
    WORCESTER,MA01608     		NONE PUBLIC SUPPORT THE WORK OF THE RESERACH BUR 10,000
    WORCESTER YOUTH CENTER INC
    326 CHANDLER STREET
    WORCESTER,MA016023440     		NONE PUBLIC CORE PROGRAMS 15,000
    YOU INC
    81 PLANTATION STREET
    WORCESTER,MA01604     		NONE PUBLIC SC GRANT-JUSTIN FLETCHER 5,000
    YMCA OF CENTRAL MASSACHUSETTS
    766 MAIN STREET 4TH FLOO
    WORCESTER,MA01610     		NONE PUBLIC 2022 ANNUAL CAMPAIGN 10,000
    YOUTHCONNECT WORCESTER
    484 MAIN STREET
    WORCESTER,MA01608     		NONE PUBLIC SUPPORT YOUTHCONNECT, WORCESTER AND 10,000
    YWCA OF CENTRAL MASSACHUSETTS
    ONE SALEM SQUARE
    WORCESTER,MA01608     		NONE PUBLIC RENOVATION CAMPAIGN 200,000
    NET OF COMPASSION - HOTEL GRACE
    674 MAIN STREET
    WORCESTER,MA01610     		NONE PUBLIC UNSOLICITED SC GRANT - ALLEN FLETCHE 5,000
    WORCESTER COMMUNITY HOUSING RESOURC
    11 PLEASANT STREET
    WORCESTER,MA01608     		NONE PUBLIC SUPPORT THE AGENCY'S OPERATIONS 20,000
    ALLIANCE BERNSTEIN K-1
    1345 AVENUE OF THE AMERIC
    NEW YORK,NY10105     		NONE PUBLIC ONGOING SUPPORT 525
    MPLX LP K-1
    200 EAST HARDIN STREET
    FINDLAY,OH45840     		NONE PUBLIC ONGOING SUPPORT 7
    Total .................................bullet 3a 4,804,532
    bApproved for future payment
    BRIARWOOD CONTINUING CARE COMMUNITY
    65 BRIARWOOD CIRCLE
    WORCESTER,MA01606     		NONE PUBLIC TOWARD THE PURCHASE OF PROPERTY 500,000
    COMMUNITY HARVEST PROJECT INC
    37 WHEELER RD
    NORTH GRAFTON,MA01536     		NONE PUBLIC TOWARD PURCHASE OF APR TO PERMANENTL 125,000
    CREATIVE HUB WORCESTER
    653 MAIN STREET
    WORCESTER,MA01608     		NONE PUBLIC BUILDING RENOVATIONS 250,000
    DENHOLM NON-PROFIT TENANTS-CITY OF
    GEORGE ALDEN TRUST 370 M
    WORCESTER,MA01608     		NONE PUBLIC TO GEORGE I ALDEN TRUST, AS SCTS CON 100,000
    PRESERVATION WORCESTER INC
    10 CEDAR STREET
    WORCESTER,MA01609     		NONE PUBLIC TOWARDS PURCHASE OF THE SALISBURY HO 200,000
    WORCESTER ART MUSEUM
    55 SALISBURY STREET
    WORCESTER,MA01609     		NONE PUBLIC PERMISSION TO TEMPORARILY UNRESTRICT 500,000
    WORCESTER ART MUSEUM
    55 SALISBURY STREET
    WORCESTER,MA01609     		NONE PUBLIC PERMISSION TO TEMPORARILY UNRESTRICT 500,000
    WORCESTER COMMUNITY CABLE
    415 MAIN STREET
    WORCESTER,MA01608     		NONE PUBLIC ISMARTT CENTER 50,000
    WORCESTER POLYTECHNIC INSTITUTE
    100 INSTITUTE ROAD
    WORCESTER,MA01609     		NONE PUBLIC SUPPORT CAMPUS'S NEWEST ACADEMIC BUI 50,000
    WORCESTER POLYTECHNIC INSTITUTE
    100 INSTITUTE ROAD
    WORCESTER,MA01609     		NONE PUBLIC SUPPORT CAMPUS'S NEWEST ACADEMIC BUI 50,000
    WORCESTER POLYTECHNIC INSTITUTE
    100 INSTITUTE ROAD
    WORCESTER,MA01609     		NONE PUBLIC SUPPORT CAMPUS'S NEWEST ACADEMIC BUI 50,000
    Total .................................bullet 3b 2,375,000
    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 62,649  
    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 ............     		    18 777,661  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		523000 62,180      
    bBUSINESS INCOME 523000 174,384      
    cRENTAL INCOME 523000 8,371      
    dTAX REFUND         59,651
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 244,935 3,100,583 59,651
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,405,169
    (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.)
    11E REFUND DEPOSITED AND USED FOR ONGOING PURPOSES
    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:
    STODDARD CHARITABLE TRUST
    EIN:
    04-6023791
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TRUST & ACCOUNTING FEES 600,000 300,000   300,000
    TAX PREPARATION FEE 12,500 6,250   6,250

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    STODDARD CHARITABLE TRUST
    EIN:
    04-6023791
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITY STOCK 27,642,876 86,622,812
    MUTUAL FUNDS 10,960,588 27,586,317
    CORPORATE BONDS 250,000 179,350

    TY 2021 InvestmentsOtherSchedule2
    Name:
    STODDARD CHARITABLE TRUST
    EIN:
    04-6023791
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LIMITED PARTNERSHIPS AT COST 1,002,867 3,610,585
    PREFERRED STOCK AT COST 1,538,628 1,249,267
    PARTNERSHIPS AT COST 551,418 551,418
    CAMBRIDGE SEMANTICS AT COST 261,150 261,150
    GOV'T SECURITIES AT COST 4,499,862 4,499,910

    TY 2021 OtherExpensesSchedule
    Name:
    STODDARD CHARITABLE TRUST
    EIN:
    04-6023791
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    K-1 EXPENSES 40,790 40,790    
    MICROEDGE FEE 2,069     2,069
    COMM OF MASS FILING FEE PC 500     500
    ADR FEES 1,750 1,750    
    NON-DEDUCTIBLE EXP 14,376      
    MISCELLANEOUS EXPENSES 4,695 4,695    


    TY 2021 OtherIncomeSchedule2
    Name:
    STODDARD CHARITABLE TRUST
    EIN:
    04-6023791
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 62,180    
    BUSINESS INCOME 174,384    
    RENTAL INCOME 8,371    
    TAX REFUND 59,651    


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    STODDARD CHARITABLE TRUST
    EIN:
    04-6023791
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODIAL FEES 82,559 82,559    


    TY 2021 TaxesSchedule
    Name:
    STODDARD CHARITABLE TRUST
    EIN:
    04-6023791
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 20,417 20,417    
    FEDERAL ESTIMATES 18,075