Form990-PF
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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
The John T & Theresa D Cederholm
Private Foundation
Number and street (or P.O. box number if mail is not delivered to street address)73 East Ave
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Marion, MA02738
A Employer identification number

20-6601075
B Telephone number (see instructions)

(508) 748-2947
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$810,997J 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 3 3 3
4 Dividends and interest from securities... 12,241 12,241 12,241
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 16,043
b Gross sales price for all assets on line 6a 25,878
7 Capital gain net income (from Part IV, line 2)... 19,586
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........ 28,287 31,830 12,244
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 2,875 2,875 2,875  
c Other professional fees (attach schedule).... Click to see attachment 210 210 210  
17 Interest............... 2      
18 Taxes (attach schedule) (see instructions)... Click to see attachment 155 120 120 35
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 list of attachments 267      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,509 3,205 3,205 35
25 Contributions, gifts, grants paid....... 75,710 75,710
26 Total expenses and disbursements. Add lines 24 and 25 79,219 3,205 3,205 75,745
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -50,932
b Net investment income (if negative, enter -0-) 28,625
c Adjusted net income (if negative, enter -0-)... 9,039
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............. 61,005 20,160 20,160
2 Savings and temporary cash investments.........      
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.......... 5,945 5,945  
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 423,045 Click to see attachment412,955 790,726
c Investments—corporate bonds (attach schedule)....... 109 Click to see attachment112 111
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 490,104 439,172 810,997
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 490,104 439,172
29 Total net assets or fund balances (see instructions)..... 490,104 439,172
30 Total liabilities and net assets/fund balances (see instructions). 490,104 439,172
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
490,104
2
Enter amount from Part I, line 27a .....................
2
-50,932
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
439,172
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
439,172
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 90 Shs Paychex Inc P 2010-03-17 2021-08-23
b 98 Shs Travelers Cos P 2002-11-15 2021-08-23
c Capital Gain Dividends      
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 10,214   2,924 7,290
b 15,458   3,368 12,090
c       206
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       7,290
b       12,090
c        
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 19,586
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  
3 Add lines 1 and 2........................... 3 398
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- ..... 5 398
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 534
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 534
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 136
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet136 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJohn T Cederholm Telephone no.bullet (508) 748-2947

    Located atbullet73 East AvenueMarionMA ZIP+4bullet02738
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    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
    John T Cederholm Trustee
    0.00     		0    
    73 East Avenue
    Marion,MA02738
    Theresa D Cederholm Trustee
    0.00     		0    
    73 East Avenue
    Marion,MA02738
    David B Titus Trustee
    0.00     		0    
    PO Box 1340
    Marion,MA02738
    William Ryerson Trustee
    0.00     		0    
    PO Box 580
    Shelburne,VT05482
    Peter Hathaway Trustee
    0.00     		0    
    218 Perley Road
    Naples,ME04055
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    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
    730,704
    b
    Average of monthly cash balances.......................
    1b
    30,046
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    760,750
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    760,750
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    11,411
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    749,339
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    37,467
    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
    37,467
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    398
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    398
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    37,069
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    37,069
    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
    37,069
    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 37,069
    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......  
    b From 2017...... 8,664
    c From 2018...... 18,681
    d From 2019...... 20,705
    e From 2020...... 16,079
    f Total of lines 3a through e ........ 64,129
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 75,745
    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)........     		0
    d Applied to 2021 distributable amount..... 37,069
    e Remaining amount distributed out of corpus 38,676
    5 Excess distributions carryover applied to 2021.    
    (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 5 102,805
    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) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		102,805
    10 Analysis of line 9:
    a Excess from 2017.... 8,664
    b Excess from 2018.... 18,681
    c Excess from 2019.... 20,705
    d Excess from 2020.... 16,079
    e Excess from 2021.... 38,676
    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:
    John T and Theresa D Cederholm
    73 East Avenue
    Marion,MA02738
    (508) 748-2947
    bThe form in which applications should be submitted and information and materials they should include:
    Description and use of funds
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    None
    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
    American Indian College Fund
    8333 Greenwood Blvd
    Denver,CO80221     		None Public Unrestricted 325
    Conservation International
    2011 Crystal Drive Suite 500
    Arlington,VA22202     		None Public Unrestricted 2,200
    Environmental Defense Fund
    1875 Connecticut Avenue NW
    Washington,DC20009     		None Public Unrestricted 250
    New England Forestry Foundation
    PO Box 1346 32 Foster St
    Littleton,MA01460     		None Public Unrestricted 1,000
    African Wildlife Foundation
    1100 New Jersey Avenue SE Suite 90
    Washington,DC20003     		None Public Unrestricted 3,000
    World Wildlife Fund
    1250 24th St
    Washington,DC20037     		None Public Unrestricted 5,000
    The Archaeological Conservancy
    3 Wade Street
    Augusta,ME04330     		None Public Unrestricted 250
    The Nature Conservancy
    4245 North Fairfax Drive Suite 100
    Arlington,VA22203     		None Public Unrestricted 3,000
    The Wilderness Society
    1615 M Street NW
    Washington,DC20036     		None Public Unrestricted 3,500
    Appalachian Trail Conservancy
    799 Washington Street
    Harpers Ferry,WV25425     		None Public Unrestricted 750
    RainForest Trust
    7078 Airlie Road
    Warrenton,VA20187     		None PUBLIC UNRESTRICTED 100
    Center for Biological Diversity
    P O Box 710
    Tucson,AZ85702     		None PC Unrestricted 3,000
    National Parks Conservation Associa
    777 6th Street NW Suite 700
    Washington,DC20001     		None PC Unrestricted 1,000
    Earthworks
    1612 K St NW Suite 904
    Washington,DC20006     		None PC Unrestricted 250
    The Jane Goodall Institute
    1595 Spring Hill Suite 550
    Vienna,VA22182     		None PC Unrestricted 2,000
    National Park Foundation
    1110 Vermont Ave NW Suite 200
    Washington,DC20005     		None PC Unrestricted 100
    Planned Parenthood League of MA
    1055 Commonwealth Ave
    Boston,MA02215     		None PC Unrestricted 1,000
    The Marine Mammal Center
    2000 Bunker Road - Fort Cronkhite
    Sausalito,CA94965     		None PC Unrestricted 1,000
    Upper Saco Valley Land Trust
    PO Box 424
    North Conway,NH03860     		None PC Unrestricted 500
    Rochester Land Trust
    PO Box 337
    Rochester,MA02770     		None PC Unrestricted 250
    International Planned Parenthood Fe
    125 Maiden Lane 9th Floor
    New York,NY10038     		None PC Unrestricted 200
    Population Connection
    2120 L Street NW Suite 500
    Washington,DC20037     		None PC Unrestricted 2,000
    Student Conservation Association
    689 River Road
    Charlestown,NH03603     		None PC Unrestricted 200
    Natural Resources Council of Maine
    3 Wade Street
    Augusta,ME04330     		None PC Unrestricted 4,000
    Amnesty International
    5 Penn Plaza
    New York,NY10001     		None PC Unrestricted 250
    The Trustees of Reservations
    200 High Street 4th Floor
    Boston,MA02110     		None PC Unrestricted 1,000
    Heifer International
    1 World Avenue
    Little Rock,AR72202     		None PC Unrestricted 600
    Negative Population Growth
    2861 Duke Street Suite 36
    Alexandria,VA22314     		None PC Unrestricted 500
    Friends of the Earth
    1101 15th Street NW 11th Floor
    Washington,DC20005     		None PC Unrestricted 500
    Yosemite Conservancy
    101 Montgomery Street Suite 1700
    San Francisco,CA94104     		None PC Unrestricted 1,000
    GreenPeace
    702 H Street Suite 300
    Washington,DC20001     		None PC Unrestricted 200
    National Wildlife Federation
    11100 Wildlife Center Drive
    Reston,VA20190     		None PC Unrestricted 1,000
    FINCA
    1201 15th Street NW 8th Floor
    Washington,DC20005     		None PC Unrestricted 225
    International Campaign for Tibet
    1825 Jefferson Place NW
    Washington,DC20036     		None PC Unrestricted 200
    WGBH
    One Guest Street
    Boston,MA02135     		None PC $500 Unrestricted 500
    SPCA International
    242 W 30th Street
    New York,NY10001     		None PC Unrestricted 500
    FCNL Education Fund
    245 Second Street NE
    Washington,DC20002     		None PC Unrestricted 200
    Southern Poverty Law Center
    400 Washington Ave
    Montgomery,AL36104     		None PC Unrestricted 400
    Cornell Lab of Ornithology
    159 Sapsucker Woods Rd
    Ithaca,NY14850     		None PC Unrestricted 1,000
    Rhode Island PBS
    50 Park Lane
    Providence,RI02907     		None PC Unrestricted 800
    Oxfam
    226 Causeway Street 5th Floor
    Boston,MA02114     		None PC Unrestricted 100
    Doctors Without Borders
    40 Rector St 16th Floor
    New York,NY10006     		None PC Unrestricted 1,000
    Food for the Poor
    6401 Lyons Road
    Coconut Creek,FL33073     		None PC Unrestricted 150
    No Kid Hungry
    1030 15th Street NW Suite 1100
    W Washington,DC20005     		None PC Unrestricted 50
    Project Hope
    1220 19th Street NW Suite 800
    Washington,DC20036     		None EOF Unrestricted 500
    Friends of the Blue Hills
    PO Box 416
    Milton,MA02186     		None PC Unrestricted 500
    MAP International
    4700 Glynco Parkway
    Brinswick,GA31525     		None PC Unrestricted 250
    American Friends of Service Committ
    1501 Cherry Street
    Philadelphia,PA19102     		None PC Unrestricted 225
    United Nations High Commissioner fo
    800 Massachusetts Ave NW 500
    Washington,DC20036     		None PC Unrestricted 75
    Mercy Corps
    1111 19th St NW 650
    Washington,DC20036     		None PC Unrestricted 250
    The Salvation Army
    615 Slaters Lane
    Alexandria,VA22314     		None PC Unrestricted 100
    Human Rights Watch
    350 Fifth Ave 34th Floor
    New York,NY10118     		None PC Unrestricted 110
    American Farmland Trust
    1150 Connecticut Ave NW Suite 600
    Washington,DC20036     		None PC Unrestricted 500
    Willa Cather Foundation
    413 North Webster Street
    Red Cloud,NE68970     		None PC Unrestricted 100
    Manomet Animal Hospital
    38 Manomet Rd
    Plymouth,MA02360     		None PC Unrestricted 250
    World Society for Protection of Ani
    535 8th Ave 3rd floor
    New York,NY10018     		None PC Unrestricted 1,000
    Southcoast Health
    101 Page Street
    New Bedford,MA02740     		None PC General fund 4,885
    Our Sisters School
    145 Brownell Ave
    New Bedford,MA02740     		None PC Unrestricted 250
    Tabor Academy
    232 Front Street
    Marion,MA02738     		None PC Unrestricted 1,000
    National Trust for Historic Preserv
    2600 Virginia Avenue NW Suite 1100
    Washington,DC20037     		None PC Unrestricted 240
    The Humane Society
    1255 23rd St NW Suite 450
    Washington,DC20037     		None PC Unrestricted 200
    Sierra Club
    2101 Webster St Suite 1300
    Oakland,CA94612     		None PC Unrestricted 750
    WCAI
    3 Water St PO Box 82
    Woods Hole,MA02543     		None PC Unrestricted 200
    Habitat for Humanity
    285 Peachtree Center Ave NE
    Atlanta,GA30303     		None PC Unrestricted 200
    Mara Elephant Project
    4000 W 106th St Suite 125-238
    Carmel,IN46032     		None PC Unrestricted 5,000
    CARE
    151 Ellis Street NE
    Atlanta,GA30303     		None PC Unrestricted 100
    Four Paws
    36 Bromfield Street
    Boston,MA02108     		None PC Unrestricted 400
    Engender Health
    505 9th Street NW Suite 601
    Washington,DC20004     		None PC Unrestricted 100
    Catholic Relief Services
    PO Box 5200
    Harlan,IA51593     		None PC Unrestricted 150
    International Fund for Animal Welfa
    290 Summer Street
    Yarmouth Port,MA02675     		None PC Unrestricted 1,000
    Drug Policy Alliance
    1330 Broadway Suite 1426
    Oakland,CA94612     		None PC Unrestricted 250
    USO
    PO Box 96860
    Washington,DC20077     		None PC Unrestricted 100
    Alzheimers Association
    225 N Michigan AveFloor 17
    Chicago,IL60601     		None PC Unrestricted 300
    Boston Rescue Mission
    39 Kingston St
    Boston,MA02111     		None PC Unrestricted 200
    AARP
    1 Beacon St Suite 2301
    Boston,MA02108     		None PC Unrestricted 25
    St Joseph's Indian School
    1301 N Main St
    Chamberlain,SD57325     		None PC Unrestricted 400
    American Parkinson Disease Associat
    345 Blackstone Blvd
    Providence,RI02906     		None PC Unrestricted 100
    Americare
    395 Stony Brook Rd
    Brewster,MA02631     		None PC Unrestricted 50
    USA for UNHCR
    1310 L St NW 450
    Washington,DC20005     		None PC Unrestricted 100
    Center for Science in the Public In
    PO Box 37161
    Boone,IA50037     		None PC Unrestricted 100
    Massachusetts Good Neighbor Energy
    23 Vernon Street
    Roxbury,MA02119     		None PC Unrestricted 50
    Marion Museum of Natural History
    8 Spring Street
    Marion,MA02738     		None PC Unrestricted 10,000
    Cape Wildlife Center
    4011 Main St
    Barnstable,MA02630     		None PC Unrestricted 500
    American Heart Association
    1 State St Unit 200
    Providence,RI02908     		  PC Unrestricted 50
    Lost Meadows Mule Refuge
    8317 Duckworth Rd
    San Angelo,TX76905     		None PC Unrestricted 100
    Total .................................bullet 3a 75,710
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 3  
    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 16,043  
    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) ..   28,287  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    28,287
    (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: 21013475
    Software Version: 2021v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    The John T & Theresa D Cederholm
     
    Private Foundation
    EIN:
    20-6601075
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Benoit and McArdle 2,875 2,875 2,875 0

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    The John T & Theresa D Cederholm
     
    Private Foundation
    EIN:
    20-6601075
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Fidelity Limited Term Bond Fund 112 111

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    The John T & Theresa D Cederholm
     
    Private Foundation
    EIN:
    20-6601075
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Duke Realty Corp 11,725 26,256
    Resideo Technologies 169 208
    Johnson & Johnson 11,950 34,214
    Verizon Communications 2,158 5,196
    Dominion Energy 21,542 23,568
    Paychex 3,574 15,015
    Apple Inc 16,934 71,028
    BGC Partners 3,602 4,650
    Canadian General Invest 19,684 45,335
    Travelers Cos Inc 14,106 31,286
    Agnico Eagle Mines 12,576 12,753
    HCP Inc 14,046 13,714
    Highwoods PPTYS Inc 10,771 13,377
    Ryman Hospitality 14,841 18,392
    Liberty Broadband 97 6,275
    Liberty Broadband Class C 1,161 16,432
    Merck & Company 15,862 22,992
    Sector SPDR Trust Industrial 21,429 42,324
    Sector SPDR Trust Financial 14,732 27,335
    Select Sector SPDR Materials 9,541 18,122
    Sector SPDR Technology 14,675 69,548
    Cedar Fair LP Dep Unit 9,351 12,515
    Garrett Motion Inc 66 40
    Las Vegas Sands Corp 22,455 15,056
    Liberty Media Corp DE Com A - LSXMA 12,112 7,933
    Liberty Media Corp DE Com C - LSXMK 8,071 26,035
    Liberty Media Corp DE Com A - BATRA 1,091 431
    Liberty Media Corp DE Com C - LMCK 83 4,933
    Liberty Media Corp DE Com A Media - LMCA 2,256 2,314
    Liberty Media Corp DE Com C - BATRK 33 871
    Pepsico 19,981 34,742
    Honeywell Int;l Inc 6,799 10,426
    KB Home 8,004 16,953
    Martin Marietta Matls Inc 16,141 33,039
    PPG Industries 22,774 34,488
    Everygy Inc 5,637 12,281
    General Mills 8,750 13,476
    Corteva Inc 3,239 8,179
    Dow Inc 6,769 9,813
    Dupont De Nemours Inc 9,935 13,975
    Kimberly Clark Corp 13,450 14,292
    Organon and Company 783 914

    TY 2021 OtherExpensesSchedule
    Name:
    The John T & Theresa D Cederholm
     
    Private Foundation
    EIN:
    20-6601075
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Office Expense 267      


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    The John T & Theresa D Cederholm
     
    Private Foundation
    EIN:
    20-6601075
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Advisory fees 210 210 210 0


    TY 2021 TaxesSchedule
    Name:
    The John T & Theresa D Cederholm
     
    Private Foundation
    EIN:
    20-6601075
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Commonwealth of MA 35     35
    Foreign Taxes 120 120 120