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 12-01-2021 , and ending 11-30-2022
Name of foundation
JACKSON & IRENE GOLDEN 1989 CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)400 ATLANTIC AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA021103333
A Employer identification number

04-3150178
B Telephone number (see instructions)

(617) 482-1776
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$15,005,422J 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 7,775 7,775  
4 Dividends and interest from securities... 143,409 143,409  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 279,185
b Gross sales price for all assets on line 6a 1,204,434
7 Capital gain net income (from Part IV, line 2)... 279,185
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 366,038 355,795  
12 Total. Add lines 1 through 11........ 796,407 786,164  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 4,500 2,250 0 2,250
c Other professional fees (attach schedule).... Click to see attachment 111,942 35,355   55,971
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 21,153 7,153   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 203 78   125
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 137,798 44,836 0 58,346
25 Contributions, gifts, grants paid....... 550,000 550,000
26 Total expenses and disbursements. Add lines 24 and 25 687,798 44,836 0 608,346
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 108,609
b Net investment income (if negative, enter -0-) 741,328
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 758,060 451,296 451,296
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,049,209 Click to see attachment749,453 698,644
b Investments—corporate stock (attach schedule)....... 2,113,529 Click to see attachment2,524,486 5,373,647
c Investments—corporate bonds (attach schedule)....... 1,789,042 Click to see attachment2,175,602 2,008,286
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 438,322 Click to see attachment423,601 6,473,549
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) 6,148,162 6,324,438 15,005,422
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........ 6,148,162 6,324,438
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 6,148,162 6,324,438
30 Total liabilities and net assets/fund balances (see instructions). 6,148,162 6,324,438
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
6,148,162
2
Enter amount from Part I, line 27a .....................
2
108,609
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
69,423
4
Add lines 1, 2, and 3 ..........................
4
6,326,194
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,756
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,324,438
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 100000. CVS HEALTH CORP DTD 03/09/18 3.7% 03/09/   2019-12-24 2021-12-28
b 150000. CVS HEALTH CORP DTD 03/09/18 3.7% 03/09/   2019-05-07 2021-12-28
c 2. ALPHABET INC CLASS C   2015-03-09 2022-01-07
d 8. ALPHABET INC CLASS C   2015-07-24 2022-01-07
e 220. APPLE COMPUTER INC COM   2008-10-03 2022-01-07
135. CVS HEALTH CORPORATION   2020-04-21 2022-01-07
50. DANAHER CORP   2015-10-23 2022-01-07
260. FISERV INC COM   2017-07-25 2022-01-07
240. FISERV INC COM   2017-10-06 2022-01-07
150. NVIDIA CORPORATION   2019-01-25 2022-01-07
100. ROCKWELL AUTOMATION INC   2014-10-16 2022-01-07
335. TELADOC HEALTH INC   2019-01-25 2022-01-07
200. WASTE MGMT INC   2015-07-24 2022-01-07
50. WASTE MGMT INC   2015-03-20 2022-01-07
500. NOVOZYMES A/S B SHS   2003-02-04 2022-01-10
90. FISERV INC COM   2017-03-03 2022-01-18
370. FISERV INC COM   2017-07-25 2022-01-18
125000. THERMO FISHER SCIENTIFIC INC SR GLBL NT   2021-11-10 2022-02-07
.91 ADVANCED MICRO DEVICES INC   2020-04-13 2022-02-16
83.719 ADVANCED MICRO DEVICES INC   2012-02-01 2022-04-11
197.281 ADVANCED MICRO DEVICES INC   2020-04-13 2022-04-11
150. CVS HEALTH CORPORATION   2020-04-21 2022-04-11
200. CANADIAN NATIONAL RAILWAY CO COM   2001-10-26 2022-04-11
2500. PACIFIC BIOSCIENCES OF CALIFORNIA INC   2022-01-07 2022-05-18
600. PAYPAL HOLDINGS INC   2016-09-16 2022-09-14
250000. ABBVIE INC SR NT DTD 05/06/13 2.9% 11/06   2020-02-13 2022-11-07
615. BOSTON PPTYS INC   2021-02-04 2022-11-17
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 103,430   104,134 -704
b 155,145   152,241 2,904
c 5,497   1,135 4,362
d 21,987   5,072 16,915
e 37,844   821 37,023
14,056   8,158 5,898
14,825   3,520 11,305
28,285   16,466 11,819
26,109   15,333 10,776
41,217   5,929 35,288
32,914   10,333 22,581
27,514   21,022 6,492
32,204   9,904 22,300
8,051   2,740 5,311
39,406   1,923 37,483
9,624   5,280 4,344
39,565   23,433 16,132
133,893   135,511 -1,618
105   43 62
8,184   1,775 6,409
19,286   9,423 9,863
15,705   9,064 6,641
24,733   1,322 23,411
13,344   42,878 -29,534
58,053   24,356 33,697
250,000   256,665 -6,665
43,129   56,768 -13,639
      329
      329
      329
      329
      329
      329
      329
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      329
      329
      329
      329
      329
      329
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       -704
b       2,904
c       4,362
d       16,915
e       37,023
      5,898
      11,305
      11,819
      10,776
      35,288
      22,581
      6,492
      22,300
      5,311
      37,483
      4,344
      16,132
      -1,618
      62
      6,409
      9,863
      6,641
      23,411
      -29,534
      33,697
      -6,665
      -13,639
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 279,185
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 10,304
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 10,304
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 14,588
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,588
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 4,284
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet4,284 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
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 addressbullet  
    14
    The books are in care ofbulletGOULSTON & STORRS PC Telephone no.bullet (671) 482-1776

    Located atbullet400 ATLANTIC AVEBOSTONMA ZIP+4bullet02110
    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
    Yes
     
    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
     
    No
    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
    DONALD L SHULMAN TRUSTT
    1     		0    
    400 ATLANTIC AVE
    BOSTON,MA02110
    ANDREW D ROTHSTEIN TRUSTEE
    1     		0    
    400 ATLANTIC AVE
    BOSTON,MA02110
    JAMIE GOLDEN TRUSTEE
    1     		0    
    400 ATLANTIC AVE
    BOSTON,MA02110
    MICHELLE PORTER TRUSTEEE
    1     		0    
    400 ATLANTIC AVE
    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
    GOULSTON & STORRS PC LEGAL & ACCOUNTING 116,442
    400 ATLANTIC AVE
    BOSTON,MA02110
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    14,499,734
    b
    Average of monthly cash balances.......................
    1b
    916,485
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,416,219
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    15,416,219
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    231,243
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    15,184,976
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    759,249
    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
    759,249
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    10,304
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,304
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    748,945
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    748,945
    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
    748,945
    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 7 748,945
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 549,980
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 608,346
    a Applied to 2020, but not more than line 2a 549,980
    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..... 58,366
    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 ..........     		690,579
    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.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    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
    ONE FAMILY INC
    423 W BROODWAY 402
    WALTHAM,MA02127     		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 30,000
    BLACKSTONE FRANKLIN SQ NEIGHBORHOOD
    ASSOCIATION
    PO BOX 180940
    BOSTON,MA02118     		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 3,000
    BEAVER COUNTRY DAY SCHOOL INC
    791 HAMMOND STREET
    CHESTNUT HILL,MA02467     		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 10,000
    OLD COLONY YMCA
    320 MAIN STREET
    BROCKTON,MA02301     		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 5,000
    TEAM IMPACT
    500 VICTORY ROAD
    QUINCY,MA02171     		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 5,000
    ANTI DEFAMATION LEAGUE
    40 COURT STREET 2
    BOSTON,MA02108     		NONE 501(C)(3) GENERAL & UNRESTRICTED 100,000
    HALEY HOUSE (KITCHEN SOUP)
    23 DARTMOUTH STREET
    BOSTON,MA02116     		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 2,500
    THE CHILDREN'S ROOM
    1210 MASSACHUSETTS AVE
    ARLINGTON,MA02476     		NONE 501(C)(3) GENERAL & UNRESTRICTED 15,000
    BOWDOIN STREET HEALTH CENTER
    330 BROOKLINE AVE
    BOSTON,MA02215     		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 22,000
    COMBINED JEWISH PHILANTHROPIES OF
    GREATER BOSTON
    126 HIGH STREET
    BOSTON,MA02110     		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 5,000
    UNITED WAY OF GREATER PLYMOUTH
    COUNTY
    934 WEST CHESTNUT ST 2ND FL
    BROCKTON,MA02301     		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 70,000
    SPECIAL OLYMPICS MASSACHUSETTS
    512 FOREST STREET
    MARLBOROUGH,MA01752     		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 10,000
    MASSACHUSETTS CHILDREN'S ALLIANCE
    14 BEACON ST STE 504
    BOSTON,MA02108     		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 15,000
    BOYS & GIRLS CLUB OF PLYMOUTH INC
    9 RESNIK ROAD
    PLYMOUTH,MA02361     		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 10,000
    INNER CITY SCHOLARSHIP FUND-THE
    CATHOLIC SCHOOLS FOUNDATION INC
    260 FRANKLIN ST STE 630
    BOSTON,MA02110     		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 10,000
    BRANDEIS UNIVERSITY
    415 SOUTH STREET
    PLYMOUTH,MA02453     		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 50,000
    THE LENNY ZAKIM FUND
    33 ARCH STREET 26TH FLOOR
    BOSTON,MA02110     		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 10,000
    JCRC
    126 HIGH STREET
    BOSTON,MA02110     		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 5,000
    BOSTON UNIVERSITY CENTER FOR
    PSYCHIATRIC REHABILITATION
    940 COMMONWEALTH AVENUE
    BOSTON,MA02215     		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 15,000
    GREATER BOSTON LEGAL SERVICES
    197 FRIEND STREET
    BOSTON,MA02114     		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 10,000
    FRIENDS OF THE ISRAEL DEFENSE FORCES
    PO BOX 4224
    NEW YORK,NY10163     		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 10,000
    INNER CITY WEIGHLIFTING INC
    PO BOX 171313
    BOSTON,MA02117     		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 7,500
    WOMEN'S LUNCH PLACE
    67 NEWBURY ST
    BOSTON,MA02116     		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 5,000
    THE KENNETH B SCHWARTZ CENTER
    100 CAMBRIDGE ST 2100
    BOSTON,MA02114     		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 10,000
    CATHEDRAL HIGH SCHOOL
    74 UNION PARK ST
    BOSTON,MA02118     		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 20,000
    URBANITY DANCE
    725 HARRISON AVE STE 100
    BOSTON,MA02118     		NONE PUBLIC CHARITY GENERAL & UNRESTRICTED 5,000
    WORLD CENTRAL KITCHEN
    200 MASS AVE NW 7TH FL
    WASHINGTON,DC20001     		NONE PUBLIC CHARITY GENERAL AND UNRESTRICTED 15,000
    BOSTON BALLET
    19 CLARENDON STREET
    BOSTON,MA02116     		NONE PUBLIC CHARITY GENERAL AND UNRESTRICTED 5,000
    JEWISH ARTS COLLABORATIVE
    1320 CENTRE ST STE 201
    NEWTON CENTRE,MA02459     		NONE PUBLIC CHARITY GENERAL AND UNRESTRICTED 5,000
    BOTTOM LINE
    500 ARMORY STREET STE 3
    JAMAICA PLAIN,MA02130     		NONE PUBLIC CHARITY GENERAL AND UNRESTRICTED 5,000
    JEWISH FAMILY AND CHILDREN SERVICES
    1430 MAIN STREET
    WALTHAM,MA02451     		NONE PUBLIC CHARITY GENERAL AND UNRESTRICTED 10,000
    ROSIE'S PLACE
    889 HARRISON AVE
    BOSTON,MA02118     		NONE PUBLIC CHARITY GENERAL AND UNRESTRICTED 5,000
    HEADING HOME BOSTON
    186 MASSACHUSETTS AVE
    BOSTON,MA02115     		NONE PUBLIC CHARITY GENERAL AND UNRESTRICTED 10,000
    NEWTON FOOD PANTRY
    1000 COMMONWEALTH AVE
    NEWTON,MA02459     		NONE PUBLIC CHARITY GENERAL AND UNRESTRICTED 5,000
    AMERICAN JEWISH JOIN DISTRIBUTION
    COMMITTE (JDC)
    220 EAST 42ND ST STE 400
    NEW YORK,NY10017     		NONE PUBLIC CHARITY GENERAL AND UNRESTRICTED 30,000
    Total .................................bullet 3a 550,000
    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 7,775  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......     16 299,142  
    bNot debt-financed property.....     16 56,653  
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 279,185  
    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) ..   796,407  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    796,407
    (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:
    JACKSON & IRENE GOLDEN 1989 CHARITABLE TRUST
    EIN:
    04-3150178
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 4,500 2,250   2,250

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    JACKSON & IRENE GOLDEN 1989 CHARITABLE TRUST
    EIN:
    04-3150178
    Name of Bond End of Year Book Value End of Year Fair Market Value
    250,000 ABBVIE INC SR NT DTD 0    
    75,000 COMCAST CORP NEW SR GLB 74,996 73,874
    250,000 CVS HEALTH CORP DTD 03    
    250,000 LOWES COS INC SR GLBL 264,260 241,594
    150,000 MCKESSON CORP NEW SR N 150,504 147,386
    250,000 ROPER TECHNOLOGIES INC 252,248 239,398
    125,000 BROADRIDGE FINANCIAL D 136,693 117,554
    125,000 THERMO FISHER SCIENTIF    
    250,000 AMPHENOL CORP SR GLBL 251,490 234,764
    250,000 LAB CORP AMER HLDGS 2. 261,790 236,874
    250,000 PAYPAL HLDGS INC 2.65% 249,148 233,336
    250,000 SYLEM INC SR GLBL 3.25 259,230 235,558
    250,000 ZOETIS INC SR GLBL 4.5 275,243 247,948

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    JACKSON & IRENE GOLDEN 1989 CHARITABLE TRUST
    EIN:
    04-3150178
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1,500 DISNEY WALT CO COM 147,175 146,805
    825 PROCTER & GAMBLE CO COM 43,797 123,057
    425 AUTOMATIC DATA PROCESSING 17,480 112,260
    540 FISERV INC COM 31,681 56,354
    1,400 ABBOTT LABS COM 57,982 150,612
    325 ILLUMINA INC 16,962 70,876
    900 JOHNSON & JOHNSON COM 28,680 160,200
    1200 ALPHABET INC CLASS C 34,038 121,740
    1,000 ANALOG DEVICES INC COM 21,738 171,910
    1,000 APPLE COMPUTER IN COM 3,732 148,030
    285 MICROSOFT CORP COM 45,594 72,715
    650 NVIDIA CORP 25,694 110,000
    1,150 XILINX INC COM    
    6,000 BILLERUDKORSNAS AB 66,749 84,047
    1,300 CANADIAN NATIONAL RAILWA 8,590 166,959
    4,500 HALMA PLC 64,278 117,858
    1,500 KERRY GROUP PLC A 148,299 141,366
    1,400 KONINKLIJKE DSM NV 136,015 178,224
    450 L'OREAL 102,648 166,648
    1,400 NESTLE S A S/ADR 36,336 166,586
    1,550 NOVARTIS AG ADR 74,965 138,818
    2,000 NOVOZYMES A/S B SHS 7,691 114,863
    2,500 UNILEVER PLC SPONSORED A 114,233 125,950
    1,300 APTAR GROUP INC 26,184 137,982
    4,000 CARRIER GLOBAL CORP 113,272 177,280
    650 ROCKWELL AUTOMATION INC 72,580 171,743
    1,000 WASTE MGMT INC 48,052 167,720
    1,450 XYLEM INC 39,346 162,908
    500 BECTON DICKINSON & CO COM 112,864 124,670
    5755 DANAHER CORP 39,539 157,211
    700 STRYKER CORP COM 98,429 163,723
    150 MARKETAXESS HOLDINGS 7,508 40,188
    500 MASTERCARD INC 10,565 178,200
    600 PAYPAL HOLDINGS INC    
    5,000 NEW YORK TIMES CO CL A 128,639 183,250
    1,750 CVS HEALTH CORP 60,451 178,290
    1,250 AMPHENOL CORP CL A 72,709 100,538
    335 TELADOC HEALTH INC    
    1,500 NIKE INC 111,836 164,535
    1,500 MEDTRONIC INC 156,477 118,560
    615 BOSTON PPTYS INC    
    30 EMBECTA CORP COMMON 843 988
    400 INTERNALTAION BUSINESS MAC 48,928 59,560
    750 SCHNEIDER ELECTRIC SA ORD 110,895 108,452
    1,700 ADVANCED MICRO DEVICES I 31,012 131,971

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    JACKSON & IRENE GOLDEN 1989 CHARITABLE TRUST
    EIN:
    04-3150178
    US Government Securities - End of Year Book Value:

    749,453
    US Government Securities - End of Year Fair Market Value:

    698,644
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2021 InvestmentsOtherSchedule2
    Name:
    JACKSON & IRENE GOLDEN 1989 CHARITABLE TRUST
    EIN:
    04-3150178
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    34.4975 INTERST IN STANDISH PL AT COST   4,507,099
    50% INTEREST IN ALDEN REALTY L AT COST 111,111 146,250
    50% INTEREST IN BRIGGS REALTY AT COST 303,950 1,820,000
    PRESIDENT COUNTRY CLUB INC BON AT COST 1,040 100
    PRESIDENT COUNTRY CLUB INC MEM AT COST 7,500 100

    TY 2021 OtherDecreasesSchedule
    Name:
    JACKSON & IRENE GOLDEN 1989 CHARITABLE TRUST
    EIN:
    04-3150178
    Description Amount
    OTHER ADJUSTMENT 1,756


    TY 2021 OtherExpensesSchedule
    Name:
    JACKSON & IRENE GOLDEN 1989 CHARITABLE TRUST
    EIN:
    04-3150178
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FORM PC & ANNUAL REPORT FILING 125 0   125
    ADR PASS-THROUGH FEES 78 78   0


    TY 2021 OtherIncomeSchedule2
    Name:
    JACKSON & IRENE GOLDEN 1989 CHARITABLE TRUST
    EIN:
    04-3150178
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER REVENUE 10,243 0  
    ALDEN REALTY LLC 268 268  
    BRIGGS REALTY 56,385 56,385  
    STANDISH/PLYMOUTH REALTY ASSOCIATES 299,142 299,142  


    TY 2021 OtherIncreasesSchedule
    Name:
    JACKSON & IRENE GOLDEN 1989 CHARITABLE TRUST
    EIN:
    04-3150178
    Description Amount
    VARIANCE BETW DISTR REC'D PER K-1 & FY 19,220
    ADJ TO BASIS STANDISH 50,203


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    JACKSON & IRENE GOLDEN 1989 CHARITABLE TRUST
    EIN:
    04-3150178
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TRUSTEE FEES 111,942 55,971   55,971
    TRUSTEE FEES ALLOCATED TO 990T   -20,616    


    TY 2021 TaxesSchedule
    Name:
    JACKSON & IRENE GOLDEN 1989 CHARITABLE TRUST
    EIN:
    04-3150178
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 7,153 7,153   0
    FEDERAL ESTIMATES - PRINCIPAL 14,000 0   0