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 06-01-2021 , and ending 05-31-2022
Name of foundation
BUSHROD H CAMPBELL & ADAH F HALL
CHARITY FUND
Number and street (or P.O. box number if mail is not delivered to street address)HEMENWAY BARNES LLP PO BOX 96120
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA021961209
A Employer identification number

04-6013598
B Telephone number (see instructions)

(617) 227-7940
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$29,662,586J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 367,901 367,895  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 1,189,986
b Gross sales price for all assets on line 6a 2,793,232
7 Capital gain net income (from Part IV, line 2)... 1,189,135
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 11,526 7,399  
12 Total. Add lines 1 through 11........ 1,569,413 1,564,429  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 116,219 110,408   5,811
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 110,183 0   110,183
b Accounting fees (attach schedule)....... Click to see attachment 11,888 5,944   5,944
c Other professional fees (attach schedule).... Click to see attachment 73,313 73,313   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 67,794 5,924   0
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 13,363 13,238   125
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 392,760 208,827   122,063
25 Contributions, gifts, grants paid....... 1,258,315 1,258,315
26 Total expenses and disbursements. Add lines 24 and 25 1,651,075 208,827   1,380,378
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -81,662
b Net investment income (if negative, enter -0-) 1,355,602
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......... 5,226,817 2,023,075 2,023,075
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)....... 9,169,642 Click to see attachment9,129,952 22,337,987
c Investments—corporate bonds (attach schedule)....... 1,249,973 Click to see attachment4,437,152 4,301,933
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 569,694 Click to see attachment510,650 999,591
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) 16,216,126 16,100,829 29,662,586
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 15,546,603 15,512,968
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 669,523 587,861
29 Total net assets or fund balances (see instructions)..... 16,216,126 16,100,829
30 Total liabilities and net assets/fund balances (see instructions). 16,216,126 16,100,829
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
16,216,126
2
Enter amount from Part I, line 27a .....................
2
-81,662
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
16,134,464
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
33,635
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,100,829
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 HEMENWAY & BARNES LP P    
b HEMENWAY & BARNES LP P    
c PARK STREET CAPITAL PRIVATE EQUITY FUND XI P    
d WINDSAIL CREDIT QP FUND P    
e WINDSAIL CREDIT QP FUND P    
PARK STREET CAPITAL PRIVATE EQUITY FUND XI P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 209,052   250,000 -40,948
b 2,369,271   1,353,246 1,016,025
c 155,690     155,690
d 15,117     15,117
e 6     6
828     828
42,417     42,417
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       -40,948
b       1,016,025
c       155,690
d       15,117
e       6
      828
      42,417
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,189,135
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 18,843
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 18,843
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 24,730
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 28,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 52,730
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 33,887
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet33,887 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
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 ofbulletNANCY B GARDINER Telephone no.bullet (617) 557-9767

    Located atbulletHEMENWAY BARNES LLP 75 STATE STBOSTONMA ZIP+4bullet021091466
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    NANCY B GARDINER TRUSTEE
    2.50     		54,985 0 0
    HEMENWAY BARNES LLP 75 STATE ST
    BOSTON,MA02109
    ARTHUR B PAGE TRUSTEE
    2.50     		54,984 0 0
    HEMENWAY BARNES LLP 75 STATE ST
    BOSTON,MA02109
    GEORGE P BEAL TRUSTEE
    1.00     		6,250 0 0
    BOSTON FAMILY OFFICE LLC 88 BROAD
    ST
    BOSTON,MA02110
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    29,235,078
    b
    Average of monthly cash balances.......................
    1b
    2,789,923
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    32,025,001
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    32,025,001
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    480,375
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    31,544,626
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,577,231
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    1,577,231
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    18,843
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    510
    c
    Add lines 2a and 2b............................
    2c
    19,353
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,557,878
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,557,878
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    1,557,878
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,557,878
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,375,358
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,380,378
    a Applied to 2020, but not more than line 2a 1,375,358
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 5,020
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		1,552,858
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    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
    826 BOSTON INC
    3035 WASHINGTON STREET
    ROXBURY,MA021191227     		    WRITERS' ROOM PROGRAM FOR DUAL LANGUAGE LEARNERS 7,000
    ACTION FOR BOSTON COMMUNITY DEVELOPMENT
    1 MICHELANGELO STREET
    BOSTON,MA02113     		    ELDER SERVICES 10,000
    ADOLESCENT CONSULTATION SERVICES
    189 CAMBRIDGE STREET
    CAMBRIDGE,MA02141     		    DIRECT MENTAL HEALTH SERVICES FOR COURT-INVOLVED CHILDREN AND THEIR FAMILIES 5,000
    ALLSTON BRIGHTON CDC
    18R SHEPARD STREET UNIT 100
    BRIGHTON,MA02135     		    BRIGHTON FUTURE FORWARD 10,000
    AMERICAN RED CROSS OF GREATER BOSTON
    101 STATION LANDING SUITE 510
    MEDFORD,MA02155     		    BOSTON FOOD PANTRY & NUTRITION PROGRAM 10,000
    ARTISTS FOR HUMANITY
    100 WEST 2ND STREET
    BOSTON,MA02127     		    ARTISTS FOR HUMANITY'S YOUTH ARTS ENTERPRISE 10,000
    ASIAN COMMUNITY DEVELOPMENT CORPORATION
    38 OAK STREET
    BOSTON,MA02111     		    ASIAN VOICES OF ORGANIZED YOUTH FOR COMMUNITY EMPOWERMENT 7,500
    BARRY L PRICE REHABILITATION CENTER INC
    27 CHRISTINA STREET SUITE 201
    NEWTON,MA02461     		    GENERAL OPERATING SUPPORT 7,500
    BAY COVE HUMAN SERVICES INC
    66 CANAL STREET
    BOSTON,MA02114     		    CARDINAL MEDEIROS CENTER DAY SHELTER 10,000
    BENEVOLENT FRATERNITY OF UNITARIAN CHURCH
    10 PUTNAM STREET
    ROXBURY,MA021192391     		    DOMESTIC VIOLENCE SERVICES 5,000
    BIG SISTER ASSOCIATION OF GREATER BOSTON INC
    20 PARK PLAZA SUITE 1420
    BOSTON,MA02116     		    GENERAL OPERATING SUPPORT FOR MATCHES 8,000
    BOSTON CASA INC
    85 MERRIMAC STREET SUITE 401
    BOSTON,MA02114     		    THE DATA INITIATIVE 10,000
    BOSTON CHINATOWN NEIGHBORHOOD CENTER INC
    38 ASH STREET
    BOSTON,MA02111     		    THE COLLEGE ACCESS PROGRAM 10,000
    BOSTON DEBATE LEAGUE
    1542 TREMONT STREET
    BOSTON,MA02120     		    GENERAL OPERATING SUPPORT 10,000
    BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM
    780 ALBANY STREET
    BOSTON,MA02118     		    LIFE ESSENTIALS FUND FOR HOMELESS PATIENTS 10,000
    BOSTON HOME INC
    2049 DORCHESTER AVENUE
    BOSTON,MA02124     		    WHEELCHAIR ENHANCEMENT CENTER 10,000
    BOSTON MEDICAL CENTER
    ONE MEDICAL CENTER PLACE
    BOSTON,MA021182335     		    ELDERS LIVING AT HOME PROGRAM 18,000
    BOSTON PARTNERS IN EDUCATION
    192 SOUTH STREET SUITE 600
    BOSTON,MA02111     		    2021-2022 INTERGENERATIONAL VOLUNTEER RECRUITMENT, SUPPORT, AND RETENTION INITIATIVE 10,000
    BOSTON RESCUE MISSION INC
    39 KINGSTON STREET
    BOSTON,MA02111     		    SAFE & HEALTHY SHELTER PROGRAM 10,000
    BOYS AND GIRLS CLUBS OF DORCHESTER INC
    1135 DORCHESTER AVENUE
    DORCHESTER,MA02125     		    EDUCATION PROGRAMS 7,500
    BREAKTHROUGH GREATER BOSTON
    PO BOX 381486
    CAMBRIDGE,MA02238     		    THE MIDDLE SCHOOL SUMMER PROGRAM 7,500
    BREAKTIME CAFE INC
    170 PORTLAND STREET
    BOSTON,MA02114     		    CREATING MORE EQUITABLE PIPELINES TO POST-SECONDARY EDUCATION 5,000
    BRIDGE OVER TROUBLED WATERS
    47 WEST STREET
    BOSTON,MA02111     		    THE SINGLE PARENT HOUSE 10,000
    BROOKVIEW HOUSE INC
    2 BROOKVIEW STREET
    DORCHESTER,MA02124     		    SCHOOL-AGE YOUTH DEVELOPMENT 10,000
    CAMBRIDGE SCHOOL VOLUNTEERS INC
    459 BROADWAY
    CAMBRIDGE,MA02138     		    THE INTERGENERATIONAL MATH PROGRAM 8,000
    CARE 2 COMMUNITIES
    24 SCHOOL STREET FLOOR 2
    BOSTON,MA02108     		    REPRODUCTIVE HEALTH EDUCATION PROGRAM 10,000
    CARITAS COMMUNITIES INC
    25 BRAINTREE HILL PARK SUITE 206
    BRAINTREE,MA02184     		    RESIDENT SUPPORT SERVICES PROGRAM 8,000
    CARROLL CENTER FOR THE BLIND INC
    770 CENTRE STREET
    NEWTON,MA02458     		    VISION SERVICES FOR THE BLIND AND VISUALLY IMPAIRED 5,000
    CATHEDRAL HIGH SCHOOL INC
    74 UNION PARK STREET
    BOSTON,MA02118     		    CATHEDRAL'S ACADEMICS 10,000
    CATIE'S CLOSET INC
    19 SCHOOL STREET
    DRACUT,MA018264684     		    CATIE'S CLOSET 2.0: A SAFE PLACE TO CHANGE LIVES 10,000
    CITY MISSION INC
    185 COLUMBIA ROAD SUITE 317
    BOSTON,MA02121     		    A LIFT UP 10,000
    CLARKE SCHOOL FOR THE DEAF
    45 ROUND HILL ROAD
    NORTHAMPTON,MA01060     		    CLARKE BOSTON LISTENING AND SPOKEN LANGUAGE SERVICES 8,000
    CODMAN ACADEMY FOUNDATION
    637 WASHINGTON STREET
    DORCHESTER,MA02124     		    GENERAL OPERATING SUPPORT 10,000
    COMMUNITY ACTION AGENCY OF SOMERVILLE
    66-70 UNION SQUARE
    SOMERVILLE,MA02143     		    GENERAL OPERATING SUPPORT 7,500
    COMMUNITY MUSIC CENTER OF BOSTON
    34 WARREN AVENUE
    BOSTON,MA02116     		    YOUTH ARTS WORKFORCE DEVELOPMENT 5,000
    COMMUNITY ROWING INC
    20 NONANTUM ROAD
    BRIGHTON,MA02135     		    LET'S ROW BOSTON 5,000
    COMMUNITY SERVINGS INC
    179 AMORY STREET
    JAMAICA PLAIN,MA02130     		    MEDICALLY TAILORED NUTRITION PROGRAM 10,000
    CRISPUS ATTUCKS CHILDREN'S CENTER
    105 CRAWFORD STREET
    DORCHESTER,MA02121     		    GENERAL OPERATING SUPPORT 10,000
    CRISPUS ATTUCKS CHILDREN'S CENTER
    105 CRAWFORD STREET
    DORCHESTER,MA02121     		    GENERAL OPERATING SUPPORT 5,000
    DEVELOPMENTAL EVALUATION AND ADJUSTMENT FACILITIES INC
    215 BRIGHTON AVENUE
    ALLSTON,MA02134     		    DEAF-ACCESSIBLE CASE MANAGEMENT AND COORDINATED BASIC SERVICES 8,000
    DISCOVERING JUSTICE
    1 COURTHOUSE WAY SUITE 1400
    BOSTON,MA02110     		    THE GREATER BOSTON DISCOVERING JUSTICE PROJECT 5,000
    ECONOMIC MOBILITY PATHWAYS INC
    308 CONGRESS STREET 5TH FLOOR
    BOSTON,MA02210     		    OPERATING SUPPORT FOR MOBILITY MENTORING SERVICES 5,000
    ELLIS MEMORIAL AND ELDREDGE HOUSE INC
    58 BERKELEY STREET
    BOSTON,MA02116     		    EARLY CHILDHOOD EDUCATION 7,500
    EMMANUEL GOSPEL CENTER
    44 MOULTRIE STREET
    DORCHESTER,MA02124     		    INTERCULTURAL MINISTRIES 5,000
    ENROOT INC
    99 BISHOP ALLEN DRIVE
    CAMBRIDGE,MA02139     		    ENROOT EXPLORE, LEADERSHIP, EMERGE, AND COLLEGE SUCCESS PROGRAMMING 10,000
    EPIPHANY SCHOOL INC
    154 CENTRE STREET
    DORCHESTER,MA02124     		    GENERAL OPERATIONS 8,000
    EVKIDS INC
    218 ADAMS STREET 220502
    BOSTON,MA02122     		    THE TUTORING AND COLLEGE SUCCESS PROGRAM 5,000
    FAMILIES FIRST
    50 HUNT STREET SUITE 320
    WATERTOWN,MA02472     		    POWER OF PARENTING AND PARENT LEADERSHIP PROGRAMMING 5,000
    FAMILY NURTURING CENTER OF MASSACHUSETTS INC
    85 DRAPER STREET 2
    BOSTON,MA02122     		    GENERAL OPERATING SUPPORT 6,000
    FAMILYAID BOSTON
    3815 WASHINGTON STREET
    BOSTON,MA02130     		    THE FAMILY HOMELESSNESS PREVENTION PROGRAM 10,000
    FATHER BILL'S & MAINSPRING
    422 WASHINGTON STREET
    QUINCY,MA02169     		    TRIAGE PROJECT 10,000
    FOOD FOR FREE COMMITTEE INC
    11 INMAN STREET
    CAMBRIDGE,MA02139     		    THE HEALTHY EATS HOME DELIVERY PROGRAM 7,500
    FRANCISCAN HOSPITAL FOR CHILDREN INC
    30 WARREN STREET
    BRIGHTON,MA02135     		    CHILDREN'S WELLNESS INITIATIVE 10,000
    FREEDOM HOUSE INC
    5 CRAWFORD STREET
    DORCHESTER,MA02121     		    THE PUSH PROGRAM 7,000
    FRIENDS OF 2LIFE COMMUNITIES INC
    30 WALLINGFORD ROAD
    BRIGHTON,MA02135     		    CARINGCHOICES 10,000
    FRIENDS OF ST STEPHEN'S YOUTH PROGRAMS
    419 SHAWMUT AVENUE
    BOSTON,MA02118     		    B-READY AFTERSCHOOL PROGRAM 10,000
    FRIENDS OF THE CHILDREN-BOSTON
    184 DUDLEY STREET SUITE 100
    ROXBURY,MA02119     		    GENERAL OPERATING SUPPORT 7,000
    FRIENDSHIPWORKS INC
    105 CHAUNCY STREET SUITE 801
    BOSTON,MA02111     		    OPERATING SUPPORT 12,000
    FUTURE CHEFS
    305 BLUE HILL AVENUE
    ROXBURY,MA02121     		    SCHOOL TO CAREER PROGRAM 15,000
    GIRLS INCORPORATED OF LYNN
    50 HIGH STREET
    LYNN,MA01902     		    TEEN PROGRAM 7,500
    GREATER BOSTON LEGAL SERVICES
    197 FRIEND STREET
    BOSTON,MA02114     		    LEGAL ADVOCACY PROJECT FOR ELDERS 12,500
    HALEY HOUSE INC
    23 DARTMOUTH STREET
    BOSTON,MA02116     		    ELDER MEAL AND FOOD PANTRY 6,000
    HEADING HOME INC
    186 MASSACHUSETTS AVENUE
    BOSTON,MA02115     		    GENERAL OPERATING SUPPORT 15,000
    HEALTH CARE WITHOUT WALLS
    148 LINDEN STREET SUITE 208
    WELLESLEY,MA02482     		    COMPASSIONATE CARE FOR AGING HOMELESS WOMEN 5,000
    HEALTH RESOURCES IN ACTION INC
    2 BOYLSTON STREET 4TH FLOOR
    BOSTON,MA02116     		    POSTDOCTORAL RESEARCH FELLOWSHIP PROGRAM 18,665
    HEALTHY WALTHAM
    510 MOODY STREET
    WALTHAM,MA02453     		    HEALTHY WALTHAM FOOD PANTRY 5,000
    HEARTH INC
    1640 WASHINGTON STREET
    BOSTON,MA02118     		    OUTREACH PROGRAM 8,000
    HESPERIAN HEALTH GUIDES
    2860 TELEGRAPH AVENUE
    OAKLAND,CA94609     		    GLOBAL REPRODUCTIVE HEALTH AND RIGHTS 10,000
    HORIZONS FOR HOMELESS CHILDREN
    1785 COLUMBUS AVENUE
    ROXBURY,MA02119     		    LITERACY EDUCATION FOR CHILDREN EXPERIENCING HOMELESSNESS 10,000
    HYDE SQUARE TASK FORCE
    PO BOX 301871
    JAMAICA PLAIN,MA02130     		    THE JVENES EN ACCIN/YOUTH IN ACTION PROGRAM 5,000
    IMMIGRANT LEARNING CENTER INC
    442 MAIN STREET
    MALDEN,MA02148     		    ENGLISH FOR SPEAKERS OF OTHER LANGUAGES PROGRAM 8,000
    INNERCITY WEIGHTLIFTING
    PO BOX 171313
    BOSTON,MA02117     		    GENERAL OPERATING SUPPORT 7,500
    INQUILINOS BORICUAS EN ACCION INC
    2 SAN JUAN STREET
    BOSTON,MA02118     		    RESIDENT SERVICES PROGRAM 6,000
    INTERNATIONAL INSTITUTE OF NEW ENGLAND INC
    2 BOYLSTON STREET 3RD FLOOR
    BOSTON,MA02116     		    TRAUMA VICTIM ASSISTANCE 6,000
    INVERSANT INC
    45 TEMPLE PLACE 4TH FLOOR
    BOSTON,MA02111     		    GENERAL OPERATING SUPPORT 10,000
    JEWISH FAMILY AND CHILDREN'S SERVICE
    1430 MAIN STREET
    WALTHAM,MA02451     		    FAMILY TABLE 10,000
    JFYNETWORKS
    PO BOX 194
    BOSTON,MA02137     		    JFYNET ACCELERATED LEARNING 5,000
    LA VIDA SCHOLARS INC
    120 MUNROE STREET
    LYNN,MA019011537     		    EXPANDING EQUITY IN HIGHER EDUCATION FOR LYNN AND CHELSEA, MA 7,500
    LITERATIONS
    1 FEDERAL STREET 5TH FLOOR
    BOSTON,MA02110     		    THE ACTIVATION PROGRAM 7,000
    LOVIN' SPOONFULS INC
    189 WELLS AVENUE SUITE 100
    NEWTON,MA02459     		    FOOD RESCUE AND HUNGER RELIEF EFFORTS IN GREATER BOSTON 5,000
    MAB COMMUNITY SERVICES INC
    200 IVY STREET
    BROOKLINE,MA024463907     		    GREATER BOSTON HEALTHY LIVING INITIATIVE FOR OLDER ADULTS WITH BLINDNESS OR LOW VISION 7,500
    MARGARET FULLER NEIGHBORHOOD HOUSE INC
    71 CHERRY STREET
    CAMBRIDGE,MA02139     		    COMMUNITY ADVANCEMENT 10,000
    MASSACHUSETTS ALLIANCE OF PORTUGUESE SPEAKERS INC
    1046 CAMBRIDGE STREET
    CAMBRIDGE,MA02139     		    MAPS SENIOR CENTER 6,000
    MASSACHUSETTS COALITION FOR THE HOMELESS INC
    73 BUFFUM STREET
    LYNN,MA01902     		    THE CASA PROJECT 9,000
    MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN
    125 HARTWELL AVENUE
    LEXINGTON,MA02421     		    KINNECTIONS PROGRAM 7,000
    METROPOLITAN BOSTON HOUSING PARTNERSHIP INC
    1411 TREMONT STREET
    BOSTON,MA021203401     		    SPECIALIZED INTENSIVE PROGRAMS AND SERVICES (SIPS) 5,000
    MISSION OF DEEDS INC
    6 CHAPIN AVENUE
    READING,MA01867     		    GENERAL OPERATING SUPPORT 5,000
    MORE THAN WORDS
    56 FELTON STREET
    WALTHAM,MA02453     		    GENERAL OPERATING SUPPORT 10,000
    MOTHERS FOR JUSTICE AND EQUALITY INC
    184 DUDLEY STREET 109
    ROXBURY,MA02119     		    YOUNG PARENT PROGRAM 7,000
    MOUNT PLEASANT HOME INC
    301 SOUTH HUNTINGTON AVENUE
    BOSTON,MA02130     		    ASSURING THE HEALTH AND WELLBEING OF VULNERABLE ELDERS AT MOUNT PLEASANT HOME 5,000
    MUJERES UNIDAS AVANZANDO
    54 CLAYTON STREET
    DORCHESTER,MA02122     		    GENERAL OPERATING SUPPORT 10,000
    NATIONAL BRAILLE PRESS
    88 SAINT STEPHEN STREET
    BOSTON,MA02115     		    HANDS-ON! BOOKS FOR BLIND CHILDREN IN MASSACHUSETTS 5,000
    NATIVITY PREP BOSTON
    39 LAMARTINE STREET
    JAMAICA PLAIN,MA02130     		    GENERAL OPERATING SUPPORT 7,500
    NEIGHBORHOOD OF AFFORDABLE HOUSING INC
    143 BORDER STREET
    EAST BOSTON,MA02128     		    SENIOR REPAIR SERVICES 10,000
    ON THE RISE INC
    341 BROADWAY
    CAMBRIDGE,MA02139     		    SAFE HAVEN AND KEEP THE KEYS PROGRAMS 10,000
    OPERATION ABLE OF GREATER BOSTON INC
    174 PORTLAND STREET 5TH FLOOR
    BOSTON,MA02114     		    THE SKILLS2WORK PROGRAM 10,000
    PARENTS HELPING PARENTS THE ROUNDTABLE OF SUPPORT INC
    108 WATER STREET
    WATERTOWN,MA02472     		    SUPPORT GROUPS FOR DISADVANTAGED WOMEN 5,000
    PARTNERS FOR YOUTH WITH DISABILITIES
    5 MIDDLESEX AVENUE SUITE 307
    SOMERVILLE,MA02145     		    MENTOR MATCH 8,000
    PCI MEDIA
    26 BROADWAY SUITE 934
    NEW YORK,NY10004     		    GENERAL OPERATING SUPPORT 10,000
    PEER HEALTH EXCHANGE INC
    655 CENTRE STREET
    JAMAICA PLAIN,MA02130     		    GENERAL OPERATING SUPPORT 10,000
    PHILANTHROPY MASSACHUSETTS
    133 FEDERAL STREET SUITE 802
    BOSTON,MA02110     		    MEMBERSHIP RENEWAL 6,150
    PIERS PARK SAILING CENTER
    95 MARGINAL STREET
    EAST BOSTON,MA02128     		    THE INCLUSIVE YOUTH DEVELOPMENT PROGRAM 7,500
    PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS
    60 ELDRIDGE ROAD 3
    JAMAICA PLAIN,MA02130     		    EDUCATION PROGRAMS 12,000
    PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND
    784 HERCULES DRIVE SUITE 110
    COLCHESTER,VT05446     		    REPRODUCTIVE HEALTH CARE FOR LOW-INCOME PATIENTS 20,000
    POLITICAL ASYLUM IMMIGRATION REPRESENTATION PROJECT INC
    98 NORTH WASHINGTON STREET SUITE
    106
    BOSTON,MA02114     		    ACCESS TO JUSTICE FOR IMMIGRANT FAMILIES 10,000
    POPULATION MEDIA CENTER INC
    30 KIMBALL AVENUE SUITE 302
    SOUTH BURLINGTON,VT05403     		    MASS MEDIA COMMUNICATIONS FOR PROMOTING REPRODUCTIVE HEALTH 10,000
    PROJECT CITIZENSHIP
    11 BEACON STREET SUITE 720
    BOSTON,MA02108     		    GENERAL OPERATING SUPPORT 10,000
    PROJECT HOPE
    550 DUDLEY STREET
    ROXBURY,MA02119     		    PROJECT HOPE HOUSING SERVICES 5,000
    QUINCY COMMUNITY ACTION PROGRAMS INC
    1509 HANCOCK STREET
    QUINCY,MA02169     		    SOUTHWEST COMMUNITY FOOD CENTER 7,000
    RAW ART WORKS INC
    37 CENTRAL SQUARE
    LYNN,MA01901     		    ARTS-BASED AFTER-SCHOOL AND OUT-OF-SCHOOL-TIME PROGRAMMING FOR HIGH SCHOOL STUDENTS 10,000
    REACH BEYOND DOMESTIC VIOLENCE
    PO BOX 540024
    WALTHAM,MA02454     		    EMERGENCY DOMESTIC VIOLENCE SHELTER 10,000
    REBUILDING TOGETHER BOSTON
    89 SOUTH STREET SUITE 203
    BOSTON,MA02111     		    THE SAFE AT HOME PROGRAM 5,000
    RESPOND INC
    PO BOX 555
    SOMERVILLE,MA02143     		    EMERGENCY SHELTER PROGRAM 5,000
    RIAN IMMIGRANT CENTER INC
    ONE STATE STREET 8TH FLOOR
    BOSTON,MA02109     		    IMMIGRANT INTEGRATION SERVICES 10,000
    ROGERSON COMMUNITIES
    ONE FLORENCE STREET
    BOSTON,MA02131     		    ADULT DAY HEALTH PROGRAMS FOR LOW-INCOME OLDER ADULTS 10,000
    ROOM TO GROW NATIONAL INC
    400 SHAWMUT AVENUE
    BOSTON,MA02118     		    GENERAL OPERATING SUPPORT FOR BOSTON 5,000
    ROOT NS INC
    35 CONGRESS STREET SUITE 2350
    SALEM,MA01970     		    THE YOUTH CULINARY TRAINING PROGRAM 7,000
    ROSIE'S PLACE INC
    889 HARRISON AVENUE
    BOSTON,MA02118     		    EMERGENCY AND SUPPORT SERVICES 5,000
    SCHOOL ON WHEELS OF MASSACHUSETTS
    100 LAUREL STREET
    EAST BRIDGEWATER,MA02333     		    EXPANSION OF THE TUTORING PROGRAM FOR STUDENTS IN BOSTON WHO AREIMPACTED BY HOMELESSNESS 5,000
    SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC
    8 LAKEVILLE ROAD SUITE 3
    JAMAICA PLAIN,MA02130     		    SKILLS FOR SUCCESS DIRECT CLIENT SERVICES/SELF-ESTEEM ONLINE LEARNING CENTER 7,500
    SILVER LINING MENTORING INC
    PO BOX 541497
    WALTHAM,MA02454     		    STIPENDS FOR LEARN & EARN PARTICIPANTS 7,500
    SOUTHWEST BOSTON SENIOR SERVICES
    555 AMORY STREET
    JAMAICA PLAIN,MA02130     		    THE BOSTON MONEY MANAGEMENT PROGRAM 5,000
    SPORTSMEN'S TENNIS & ENRICHMENT CENTER
    950 BLUE HILL AVENUE
    DORCHESTER,MA02124     		    SCHOOL TO SPORTSMEN'S 5,000
    ST FRANCIS HOUSE
    7 BOYLSTON SQUARE
    BOSTON,MA02116     		    REFUGE SERVICES AND BASIC NEEDS PROGRAMS 10,000
    STEPPINGSTONE FOUNDATION INC
    ONE APPLETON STREET 4TH FLOOR
    BOSTON,MA02116     		    SCHOLARS PROGRAM 8,000
    STRAIGHT AHEAD MINISTRIES INC
    791 MAIN STREET
    WORCESTER,MA01610     		    BOSTON YOUTH RE-ENTRY PROGRAM 8,000
    STRIVE BOSTON
    555 AMORY STREET SUITE 2
    JAMAICA PLAIN,MA02130     		    FUTURE LEADERS PROGRAMS 8,000
    STRONG WOMEN STRONG GIRLS
    89 SOUTH STREET LL02
    BOSTON,MA02111     		    THE COMMUNITY-BASED MENTORING PROGRAM IN BOSTON 7,500
    SUMMER SEARCH
    3840 WASHINGTON STREET
    JAMAICA PLAIN,MA02130     		    YEAR-ROUND MENTORING PROGRAMS 5,000
    THE BASE INC
    150 SHIRLEY STREET
    ROXBURY,MA02119     		    GENERAL OPERATING SUPPORT 15,000
    THE GREATER BOSTON FOOD BANK
    70 SOUTH BAY AVENUE
    BOSTON,MA02118     		    MOBILE MARKETS FOR SENIORS 25,000
    THE HOME FOR LITTLE WANDERERS
    10 GUEST STREET
    BOSTON,MA02135     		    SOMERVILLE VILLAGE 10,000
    THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER
    PO BOX 127
    BOSTON,MA02127     		    THOMPSON ISLAND CONNECTIONS: FIELD SCIENCE AND SOCIAL-EMOTIONAL LEARNING FOR BPS YOUTH 5,000
    UPSTREAM USA INC
    2 OLIVER STREET SUITE 402
    BOSTON,MA02109     		    GENERAL OPERATING SUPPORT 10,000
    URBAN FARMING INSTITUTE OF BOSTON INC
    487R NORFOLK STREET
    MATTAPAN,MA02126     		    GENERAL OPERATING SUPPORT 5,000
    VETERANS LEGAL SERVICES
    PO BOX 8457
    BOSTON,MA02114     		    GENERAL OPERATING SUPPORT 10,000
    VICTORY PROGRAMS INC
    965 MASSACHUSETTS AVENUE
    BOSTON,MA02118     		    THE BOSTON LIVING CENTERS NUTRITION AND EDUCATION/WELLNESS INITIATIVES 10,000
    VIETNAM VETERANS WORKSHOP INC
    17 COURT STREET
    BOSTON,MA02108     		    VETERANS EMPLOYMENT SERVICES 10,000
    VIETNAMESE AMERICAN INITIATIVE FOR DEVELOPMENT INC
    42 CHARLES STREET SUITE E
    DORCHESTER,MA02122     		    BUILDING THE RESILIENCE OF VIETNAMESE OLDER ADULTS 5,000
    WALKER INC
    1968 CENTRAL AVENUE
    NEEDHAM,MA02492     		    GENERAL OPERATING SUPPORT 10,000
    WEST END HOUSE INC
    105 ALLSTON STREET
    ALLSTON,MA02134     		    COLLEGE AND CAREER SUCCESS 15,000
    WOMEN'S EDUCATIONAL CENTER
    25 MOUNT AUBURN STREET
    CAMBRIDGE,MA02138     		    FREE DROP-IN SUPPORTS AND SERVICES FOR THE CWC COMMUNITY 5,000
    WOMEN'S LUNCH PLACE INC
    67 NEWBURY STREET
    BOSTON,MA021163010     		    HEALTHY MEALS 10,000
    WORLD CENTRAL KITCHEN
    200 MASSACHUSETTS AVE NW 7TH FLOOR
    WASHINGTON,DC20001     		    CHEFS FOR UKRAINE 10,000
    WRITEBOSTON INC
    2300 WASHINGTON STREET FLOOR 6
    BOSTON,MA02119     		    TEENS IN PRINT 5,000
    YOUNG MEN'S CHRISTIAN ASSOCIATION OF METRO NORTH INC
    2 CENTENNIAL DRIVE SUITE 390 B
    PEABODY,MA01960     		    THE LYNN YMCA YOUTH DEVELOPMENT CENTER 8,000
    YOUTHBUILD BOSTON INC
    27 CENTRE STREET
    ROXBURY,MA02119     		    YOUTH WORKFORCE DEVELOPMENT - BUILDING TRADES EXPLORATION PROGRAM 10,000
    ZUMIX INC
    260 SUMNER STREET
    EAST BOSTON,MA02128     		    THE CREATIVE YOUTH DEVELOPMENT PROGRAM 10,000
    MADISON PARK DEVELOPMENT CORPORATION
    184 DUDLEY STREET SUITE 200
    ROXBURY,MA02119     		    SOHEIL TURNER YOUTH LEADERSHIP INSTITUTE- 2020-21 SCHOOL YEAR AND SUMMER YOUTH EMPLOYMENT PROGRAMS. 5,000
    Total .................................bullet 3a 1,258,315
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    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 ............     		523000 851 18 1,189,135  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 PARK STREET CAPITAL PRIVATE EQUITY     		523000 4,127 14 -480  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 4,984 1,564,429 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,569,413
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    BUSHROD H CAMPBELL & ADAH F HALL
     
    CHARITY FUND
    EIN:
    04-6013598
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP FEE 11,888 5,944   5,944

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    BUSHROD H CAMPBELL & ADAH F HALL
     
    CHARITY FUND
    EIN:
    04-6013598
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    K-1 PARK STREET CAPITAL PRIVATE EQUITY FUND   PURCHASED     23   COST 0 23  
    K-1 PARK STREET CAPITAL PRIVATE EQUITY FUND   PURCHASED     492   COST 0 492  
    K-1 PARK STREET CAPITAL PRIVATE EQUITY FUND   PURCHASED     336   COST 0 336  

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    BUSHROD H CAMPBELL & ADAH F HALL
     
    CHARITY FUND
    EIN:
    04-6013598
    Name of Bond End of Year Book Value End of Year Fair Market Value
    INV - CORP BONDS 4,437,152 4,301,933

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    BUSHROD H CAMPBELL & ADAH F HALL
     
    CHARITY FUND
    EIN:
    04-6013598
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INV - CORP STOCK 9,129,952 22,337,987

    TY 2021 InvestmentsOtherSchedule2
    Name:
    BUSHROD H CAMPBELL & ADAH F HALL
     
    CHARITY FUND
    EIN:
    04-6013598
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    K1 PARK ST CAPITAL PRIVATE EQUITY FD XI (80-0966349) AT COST 336,193 820,290
    K1 WINDSAIL CREDIT QP FUND, LP (61-1848883) AT COST 174,457 179,301

    TY 2021 LegalFeesSchedule
    Name:
    BUSHROD H CAMPBELL & ADAH F HALL
     
    CHARITY FUND
    EIN:
    04-6013598
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATION & LEGAL FEES 110,183 0   110,183


    TY 2021 OtherDecreasesSchedule
    Name:
    BUSHROD H CAMPBELL & ADAH F HALL
     
    CHARITY FUND
    EIN:
    04-6013598
    Description Amount
    BOOK/TAX ADJUSTMENT 33,635


    TY 2021 OtherExpensesSchedule
    Name:
    BUSHROD H CAMPBELL & ADAH F HALL
     
    CHARITY FUND
    EIN:
    04-6013598
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COMMONWEALTH OF MASSACHUSETTS - FILING FEE 125 0   125
    PARTNERSHIP DEDUCTIONS 12,851 12,851   0
    ADR FEES 387 387   0


    TY 2021 OtherIncomeSchedule2
    Name:
    BUSHROD H CAMPBELL & ADAH F HALL
     
    CHARITY FUND
    EIN:
    04-6013598
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME 7,879 7,879 7,879
    K-1 PARK STREET CAPITAL PRIVATE EQUITY 3,647 -480 3,647


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    BUSHROD H CAMPBELL & ADAH F HALL
     
    CHARITY FUND
    EIN:
    04-6013598
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 73,313 73,313   0


    TY 2021 TaxesSchedule
    Name:
    BUSHROD H CAMPBELL & ADAH F HALL
     
    CHARITY FUND
    EIN:
    04-6013598
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES WITHHELD 5,842 5,842   0
    FOREIGN TAXES WITHHELD FROM PARTNERSHIPS 82 82   0
    FEDERAL EXCISE TAXES 61,870 0   0