Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 07-01-2023 , and ending 06-30-2024
Name of foundation
EVELYN S AND K E BARRETT FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4 MARKET PLACE DR 204
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
YORK, ME03909
A Employer identification number

26-0472006
B Telephone number (see instructions)

(857) 636-0548
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$19,295,819J 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) 11,060,516
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 157,569 157,569 157,569
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 291,051
b Gross sales price for all assets on line 6a 6,578,332
7 Capital gain net income (from Part IV, line 2)... 297,739
8 Net short-term capital gain......... 101,191
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
List of Attached Documents:
// Content
8,355 8,355 8,355
12 Total. Add lines 1 through 11........ 11,517,491 463,663 267,115
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 110,090     34,800
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
345      
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,250      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
20,924 20,924 20,924  
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
934 934 934  
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 8,579      
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
9,087      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 160,209 21,858 21,858 34,800
25 Contributions, gifts, grants paid....... 421,334 421,334
26 Total expenses and disbursements. Add lines 24 and 25 581,543 21,858 21,858 456,134
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 10,935,948
b Net investment income (if negative, enter -0-) 441,805
c Adjusted net income (if negative, enter -0-)... 245,257
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 310,686 225,626 225,626
2 Savings and temporary cash investments......... 782,923 573,606 573,606
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 913,952 Click to see attachment
List of Attached Documents:
// Content
4,766,562 		4,778,531
b Investments—corporate stock (attach schedule)....... 3,829,362 Click to see attachment
List of Attached Documents:
// Content
11,319,990 		13,315,577
c Investments—corporate bonds (attach schedule)....... 530,958 Click to see attachment
List of Attached Documents:
// Content
418,045 		402,479
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,367,881 17,303,829 19,295,819
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 6,367,881 17,303,829
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)..... 6,367,881 17,303,829
30 Total liabilities and net assets/fund balances (see instructions). 6,367,881 17,303,829
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
6,367,881
2
Enter amount from Part I, line 27a .....................
2
10,935,948
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
17,303,829
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,303,829
Form 990-PF (2023)
Form 990-PF (2023)
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 260 shares Alphabet Inc. P 2000-01-01 2024-02-27
b 40 shares Meta Platfroms Inc. P 2023-05-15 2023-07-13
c 37 shares Autozone Inc. P 2022-12-28 2023-10-06
d 200 shares Home Depot Inc. P 2000-01-01 2023-10-06
e 385 shares Home Depot Inc. P 2000-01-01 2023-12-28
1,995 shares CVS Health Corp. P 2000-01-01 2024-05-07
315 shares Chevron Corp. P 2000-01-01 2023-12-13
105 shares Exxon Mobil Corp. P 2000-01-01 2023-12-05
920 shares Marathon Pete Corp. P 2000-01-01 2024-03-20
15 shares Berkshire Hathaway Inc. P 2000-01-01 2024-01-10
220 shares Berkshire Hathaway Inc. P 2000-01-01 2024-02-28
75 shares Berkshire Hathaway Inc. P 2000-01-01 2024-04-17
195 shares LPL Financial Holdings Inc. P 2023-01-01 2023-12-13
370 shares LPL Financial Holdings Inc. P 2023-01-01 2023-12-21
2,075 shares SPDR S&P 500 P 2024-02-05 2023-02-08
605 shares SPDR S&P 500 P 2024-02-05 2024-02-28
3,815 shares SPDR S&P 500 P 2024-02-05 2024-04-12
3,075 shares SPDR S&P 500 P 2024-01-01 2024-06-11
565 shares Aon PLC P 2000-01-01 2024-01-25
200 shares Abbvie Inc. P 2000-01-01 2023-07-31
30 shares Danaher Corp. P 2000-01-01 2023-07-13
300 shares Danaher Corp. P 2000-01-01 2023-09-07
445 shares Fortrea Holdings Inc. P 2000-01-01 2023-07-28
285 shares GE Healthcare Technologies P 2023-07-17 2023-12-05
360 shares Johnson & Johnson Co. P 2000-01-01 2023-07-13
1,015 shares Johnson & Johnson Co. P 2000-01-01 2024-04-12
445 shares Laboratory Corp. of America P 2000-01-01 2023-09-07
50 shares Eli Lilly & Co. P 2023-07-17 2023-09-25
240 shares Vertex Pharmacecuicals Inc. P 2024-04-18 2024-06-13
45 shares Ametek Inc. P 2000-01-01 2024-01-12
730 shares L3Harris Technologies Inc. P 2000-01-01 2023-09-07
395 shares Norfolk Southern Corp. P 2000-01-01 2023-09-25
265 shares Norfolk Southern Corp. P 2000-01-01 2024-06-25
1,360 shares RTX Corporation P 2000-01-01 2023-09-12
995 shares WEX Inc. P 2000-01-01 2024-06-17
120 shares Adobe Systems Inc. P 2000-01-01 2024-02-27
180 shares Apple Inc. P 2000-01-01 2024-01-23
10 shares Broadcom Inc. P 2000-01-01 2023-07-13
110 shares Broadcom Inc. P 2000-01-01 2024-01-23
40 shares CDW Corp. P 2000-01-01 2023-07-28
120 shares CDW Corp. P 2000-01-01 2023-11-02
1,005 shares CDW Corp. P 2000-01-01 2024-04-30
2,740 shares HP Inc. P 2000-01-01 2024-04-17
3,419 shares HP Inc. P 2000-01-01 2024-04-18
15 shares Lam Research Corp. P 2000-01-01 2024-01-25
240 shares Lam Research Corp. P 2000-01-01 2024-02-05
380 shares Microsoft Corp. P 2000-01-01 2024-04-23
85 shares Nvidia Corp. P 2023-05-18 2023-07-13
100 shares Nvidia Corp. P 2023-08-15 2023-08-22
1,490 shares Otis Worldwide Corp P 2000-01-01 2023-10-06
820 shares Taiwan Semiconductor P 2023-03-23 2024-01-12
2,794 shares Taiwan Semiconductor P 2000-01-01 2024-06-25
970 shares Texas Instruments Inc. P 2000-01-01 2024-02-01
90 shares Accenture PLC P 2023-10-06 2024-01-12
810 shares NXP Semiconductor P 2024-01-01 2023-06-25
105,000 par Fiserv Inc. P 2021-11-16 2023-10-01
170,000 par US Treasury Note P 2000-01-01 2023-08-15
200,000 par US Treasury Bill P 2023-05-05 2023-08-03
400,000 par US Treasury Bill P 2023-10-18 2024-04-18
400,000 par US Treasury Bill P 2023-10-18 2024-01-11
100,000 par US Treasury Bill P 2023-04-17 2023-08-15
200,000 par US Treasury Bill P 2023-03-31 2023-09-28
(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 36,193   37,272 -1,079
b 12,584   9,785 2,799
c 93,737   95,006 -1,269
d 58,585   56,739 1,846
e 133,386   99,695 33,691
112,975   152,668 -39,693
45,139   50,708 -5,569
10,596   11,535 -939
180,581   108,678 71,903
5,495   3,675 1,820
90,692   53,903 36,789
29,869   18,376 11,493
42,772   47,572 -4,800
80,937   87,660 -6,723
121,607   120,332 1,275
36,017   35,085 932
229,175   221,237 7,938
193,796   190,964 2,832
168,547   156,155 12,392
29,862   28,504 1,358
7,302   9,864 -2,562
76,607   51,523 25,084
14,386   14,844 -458
19,400   23,217 -3,817
57,051   59,177 -2,126
150,183   146,361 3,822
91,195   88,402 2,793
27,382   22,406 4,976
114,414   94,082 20,332
7,349   7,371 -22
123,189   154,865 -31,676
79,978   84,688 -4,710
55,387   62,180 -6,793
101,770   96,175 5,595
165,215   190,522 -25,307
66,092   63,292 2,800
35,004   34,830 174
8,850   6,725 2,125
134,957   96,761 38,196
7,468   7,790 -322
24,017   23,368 649
246,211   203,482 42,729
76,128   94,119 -17,991
95,026   104,602 -9,576
12,408   11,279 1,129
198,164   161,142 37,022
154,635   154,893 -258
38,083   26,871 11,212
45,834   31,613 14,221
118,630   124,458 -5,828
82,939   79,212 3,727
478,072   458,327 19,745
152,869   154,700 -1,831
32,066   31,711 355
217,206   170,005 47,201
105,000   105,000  
170,000   169,867 133
197,467   197,467  
389,177   389,177  
394,968   394,968  
98,338   98,338  
195,370   195,370  
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       -1,079
b       2,799
c       -1,269
d       1,846
e       33,691
      -39,693
      -5,569
      -939
      71,903
      1,820
      36,789
      11,493
      -4,800
      -6,723
      1,275
      932
      7,938
      2,832
      12,392
      1,358
      -2,562
      25,084
      -458
      -3,817
      -2,126
      3,822
      2,793
      4,976
      20,332
      -22
      -31,676
      -4,710
      -6,793
      5,595
      -25,307
      2,800
      174
      2,125
      38,196
      -322
      649
      42,729
      -17,991
      -9,576
      1,129
      37,022
      -258
      11,212
      14,221
      -5,828
      3,727
      19,745
      -1,831
      355
      47,201
       
      133
       
       
       
       
       
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 2 297,739
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 3 101,191
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 right arrow 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) 1 6,141
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 6,141
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,141
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 99
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 6,240
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowME
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 2023 or the taxable year beginning in 2023? 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
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 addressright arroweskebarrettfoundation.org
14
The books are in care ofright arrowPETER BARRETT Telephone no.right arrow (857) 636-0548

Located atright arrow4 MARKET PLACE DR 204YORKME ZIP+4right arrow03909
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
Sandra Allaire Trustee
1.00 		0    
22 Mallard Lane
Sandown,NH03873
Charles B Doleac Trustee
4.00 		70,490    
82 Court Street
Portsmouth,NH03801
Peter W Barrett Trustee
25.00 		39,600    
11 Dundee Drive
Plaistow,NH03865
Richard G Kaiser Trustee
1.00 		0    
62 North River Road
Lee,NH03861
Jessica Minott Trustee
1.00 		0    
57 Richardson Road
Lyndeborough,NH03082
Brent Herbert Trustee
1.00 		0    
10 Farnsworth St Apt 4
Boston,MA02210
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...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow  
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 Supporting numerous charitable organizations that are working to improve children's health, safety, and education to create opportunities for their enrichment so that they may live fulfilling lives. See additional supplemental information on Part XIV. 456,134
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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
7,631,570
b
Average of monthly cash balances.......................
1b
1,213,556
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,845,126
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
8,845,126
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
132,677
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,712,449
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
435,622
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
435,622
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,141
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,141
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
429,481
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
429,481
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
429,481
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
456,134
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
456,134
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 429,481
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 2,073
b From 2019...... 4,660
c From 2020...... 31,022
d From 2021...... 60,150
e From 2022...... 56,986
f Total of lines 3a through e ........ 154,891
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 456,134
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 429,481
e Remaining amount distributed out of corpus 26,653
5 Excess distributions carryover applied to 2023.    
(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 5 181,544
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		2,073
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		179,471
10 Analysis of line 9:
a Excess from 2019.... 4,660
b Excess from 2020.... 31,022
c Excess from 2021.... 60,150
d Excess from 2022.... 56,986
e Excess from 2023.... 26,653
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Evelyn S and K E Barrett Foundation
4 Market Place Dr 204
York,ME03909
(857) 636-0548
eskebarrettfoundation.org
bThe form in which applications should be submitted and information and materials they should include:
Grant application request through the website eskebarrettfoundation.org
cAny submission deadlines:
Between March 1 and March 31 annually
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
The Foundation awards grants based on the following Focus Areas specifically related to the support of children:Health and WellnessEducationHuman Services (Food, Water and Shelter)Additionally, the Foundations principal focus is to make grants to benefit children up to the age of 18. The Foundations preference is to support projects ranging from start-up/pilot programs to the renewal of existing programs. The Foundation will also provide grants for general operating support to organizations whose mission is in alignment with the Foundations Focus Areas.All entities applying for grants from the Foundation are required to be qualified as a 501(c)(3) organization. Annual Foundation grants are competitive and not all applications can be approved.The Foundation does not make grants to:IndividualsEndowmentsPolitical campaignsOrganizations that discriminate on the basis of religion, gender, race, ethnicity, disabilities or political beliefs
Form 990-PF (2023)
Form 990-PF (2023)
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
The Pine Tree Society


149 Front Street
Bath,ME04530 		none PC Providing support for a specialized preschool designed for children ages three to six with special needs. 10,000
Episcopal Relief and Development


815 Second Ave
New York,NY10017 		none PC Providing support to the Al Ahli Arab Hospital in Gaza. 20,000
Maine Seacoast Mission


PO Box 600
Northeast Harbor,ME04662 		none PC Providing support for a summer literacy program and an afterschool program. 10,000
Barbara Bush Children's Hospital


22 Bramhall Street
Portland,ME04102 		none PC Providing support for a pediatric outpatient clinic. 20,000
The Center for Grieving Children


555 Forest Ave
Portland,ME04101 		none PC Providing bereavement support for children, parents and caregivers. 17,500
EVkids Inc


218 Adams Street
Boston,MA02122 		none PC Providing one on one tutoring for youth in grades 4-12 in Dorchester and Roxbury, Massachusetts. 10,000
Grahamtastic Connection


21 Bradeen St Suite 107
Springvale,ME04083 		none PC Providing free technology to children with cancer and other serious illnesses. 17,500
My Stuff Bags Foundation


5347 Sterling Center Dr
Westlake Village,CA91361 		none PC Providing duffels of new belongings to children rescued from abuse, neglect, domestic violence and homelessness. 10,000
Help the Helpless


PO Box 270308
Vadnais Heights,MN55127 		none PC Providing resources for meals at a soup kitchen in Guayaquil, Ecuador. 17,634
Safe Passage


49 Farm View Dr Suite 302
New Gloucester,ME04260 		none PC Providing funds to relocate and construct a new supply warehouse on campus. 20,000
Literations


1 Federal St 5th Floor
Boston,MA02110 		none PC Providing support for a sustained tutoring program. 17,500
Little Wishes


PO Box 2208
San Anselmo,CA94979 		none PC Providing support fulfilling the "little wishes" of seriously ill children hospitalized in the Hematology and Oncology unit of Lucile Packard Children's Hospital. 10,000
Project Sweet Peas


45 Boylston
Warwick,RI02889 		none PC Providing support to Project Sweet Peas NICU care package program. 10,000
The Lunchbox Fund


PO Box 10
New York,NY10276 		none PC Providing for school breakfast meals for up to 400 children ages 2 to 6 in South Africa. 18,000
The Childrens Museum of New Hampshi


6 Washington St
Dover,NH03820 		none PC Providing support for the expansion of the museum. 40,000
Be Kind San Antonio Inc


3559 Belgium Lane
San Antonio,TX78219 		none PC Providing weekend Snack Paks for children for an entire school year through the Snack Pak 4 Kids San Antonio program. 10,000
Project Suma Inc


PO Box 906
Trussville,AL35173 		none PC Providing holistic attention to children ages 4-11 whose direct caregivers have been involved in prostitution. 15,000
Water First International


1904 3rd Ave Suite 1012
Seattle,WA98101 		none PC Providing for the installation of a community clean water and sanitation project in West Kenya, Africa. 15,000
Flying Kites Inc


25 Dorchester Ave
Boston,MA02205 		none PC Providing for the support of training volunteers to address gender based violence and other risks to children. 17,500
Saha Global Inc


151 W 28th St 7W
New York,NY10001 		none PC Providing for clean water consumption in rural Ghana, Africa. 15,000
The Telling Room


225 Commerical Street
Portland,ME04101 		none PC Providing support for afterschool writing enrichment programs. 10,000
Gamers Outreach Foundation


108 N Maple Rd
Saline,MI48176 		none PC Providing support for the Go Kart Gaming Kiosks at the Barbara Bush Children's Hospital and the Children's Hospital at Dartmouth-Hitchcock Hospital. 11,000
The Children's Room


1210 Massachusetts Ave
Arlington,MA02476 		none PC Providing grief support services for children, teens and caregivers. 10,000
ShareBaby


1792 Union Ave
Baltimore,MD21211 		none PC Providing for the purchase of diapers to address unmet needs of Baltimore's most vulnerable young children. 10,000
Susan L Curtis Charitable Foundatio


1321 Washington Ave
Portland,ME04103 		none PC Providing support for life-changing camp experiences to Maine children facing economic hardship. 10,000
Bright Beginnings Inc


3418 4th St SE
Washington,DC20032 		none PC Providing a safe, nuturing environment for young children who have experienced housing instability. 10,000
Area Interfaith Outreach


1A Gordon Dr
Rockland,ME04841 		none PC Providing weekend meals to school aged children in Knox County, Maine. 10,000
Far Away Friends Inc


1968 S Van Gordon St
Lakewood,CO80228 		none PC Providing for a preschool initiative in rural Uganda. 14,000
Global Pearls Inc


PO Box 67080
Albuquerque,NM87114 		none PC Providing support for a program to eliminate maternal and infant deaths in rural southern India. 5,700
Hope Walks Inc


PO Box 218
York Springs,PA17372 		none PC Providing funding to treat clubfoot children in Ghana. 10,000
Total .................................right arrow 3a 421,334
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 157,569  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 291,051  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aForm 990PF tax refund 		    14 8,355  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   456,975  
13Total. Add line 12, columns (b), (d), and (e)..................
13
456,975
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v5.1


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
EVELYN S AND K E BARRETT FOUNDATION
 
Employer identification number

26-0472006
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
EVELYN S AND K E BARRETT FOUNDATION
  		Employer identification number
26-0472006
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Kenneth E Barrett Estate
11 Dundee Drive
 
Plaistow, NH03865

$ 6,359,210


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
Kenneth E Barrett Estate
11 Dundee Drive
 
Plaistow, NH03865

$ 3,751,306


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
Kenneth E Barrett Estate
11 Dundee Drive
 
Plaistow, NH03865

$ 950,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
EVELYN S AND K E BARRETT FOUNDATION
  		Employer identification number

26-0472006
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 Various common stocks $ 6,359,210 2024-06-07
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 Various bonds $ 3,751,306 2024-06-10
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
EVELYN S AND K E BARRETT FOUNDATION
  		Employer identification number

26-0472006
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v5.1

TY 2023 AccountingFeesSchedule
Name:
EVELYN S AND K E BARRETT FOUNDATION
EIN:
26-0472006
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
William M MacDonald CPA PA 10,250 0 0 0

TY 2023 InvestmentsCorpBondsSchedule
Name:
EVELYN S AND K E BARRETT FOUNDATION
EIN:
26-0472006
Software ID:
23017517
Software Version:
2023v5.1
Name of Bond End of Year Book Value End of Year Fair Market Value
Elevance Health 101,029 99,094
Cadence Design Systems 106,542 104,504
D R Horton Inc. 109,131 101,170
Oracle Corp. 101,343 97,711

TY 2023 InvestmentsCorpStockSchedule
Name:
EVELYN S AND K E BARRETT FOUNDATION
EIN:
26-0472006
Software ID:
23017517
Software Version:
2023v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
Berkshire Hathaway 699,022 747,292
Microsoft Corp. 68,343 160,902
Apple Inc. 276,370 472,842
Amgen Inc. 197,650 250,272
Alphabet Inc. 333,101 561,265
Mastercard Inc. 171,936 207,345
Aon PLC 65,336 58,716
Thermo Fisher Scientific Inc. 112,271 132,720
Unitedhealth Group Inc. 43,156 53,472
Broadcom Inc. 1,414,095 1,936,269
Lam Research Corp. 31,578 79,864
Ametek Inc. 189,598 213,389
L3Harris Technologies Inc. 178,017 200,999
Meta Platforms Inc. 210,007 350,433
Autozone Inc. 637,699 696,563
Chevron Corp. 96,627 100,109
Marathon Pete Corp. 262,034 260,220
Abbvie Inc. 1,270,836 1,314,701
Adobe Systems Inc. 217,651 302,769
Nvidia Corp. 229,618 537,399
Otis Worldwide Corp. 128,914 131,876
Taiwan Semiconductor 492,120 521,430
Visa Inc. 204,846 224,412
Amazon.com 498,889 515,978
Lowes Companies Inc. 225,012 217,153
Exxon Mobil Corp. 789,668 798,933
JP Morgan Chase 268,593 273,051
LPL Financial Holdings Inc. 199,879 213,665
SPDR S&P 500 321,939 321,280
Cigna Corp. 373,076 363,627
Hubbell Inc. 52,685 60,304
Terex Corp. 169,769 160,955
Accenture PLC 149,537 144,120
ASML Holdings 740,118 731,252

TY 2023 InvestmentsGovtObligationsSch
Name:
EVELYN S AND K E BARRETT FOUNDATION
EIN:
26-0472006
Software ID:
23017517
Software Version:
2023v5.1
US Government Securities - End of Year Book Value:

4,766,562
US Government Securities - End of Year Fair Market Value:

4,778,531
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 LegalFeesSchedule
Name:
EVELYN S AND K E BARRETT FOUNDATION
EIN:
26-0472006
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Boynton Waldron Doleac Woodman & Scott 345 0 0 0


TY 2023 OtherExpensesSchedule
Name:
EVELYN S AND K E BARRETT FOUNDATION
EIN:
26-0472006
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Office and administration expense 4,869      
Payroll processing fee 1,021      
Payroll tax expense 3,197      


TY 2023 OtherIncomeSchedule2
Name:
EVELYN S AND K E BARRETT FOUNDATION
EIN:
26-0472006
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Form 990PF tax refund 8,355 8,355 8,355


TY 2023 OtherProfessionalFeesSchedule
Name:
EVELYN S AND K E BARRETT FOUNDATION
EIN:
26-0472006
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
HM Payson & Co - investment advisory fee 20,924 20,924 20,924 0


TY 2023 TaxesSchedule
Name:
EVELYN S AND K E BARRETT FOUNDATION
EIN:
26-0472006
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign tax withholding 934 934 934