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 01-01-2023 , and ending 12-31-2023
Name of foundation
EDWIN PHILLIPS TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)2036 WASHINGTON STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HANOVER, MA02339
A Employer identification number

04-6025549
B Telephone number (see instructions)

(888) 866-3275
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$13,939,662J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 350,472 350,321  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,152,065
b Gross sales price for all assets on line 6a 8,828,507
7 Capital gain net income (from Part IV, line 2)... 1,152,065
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
List of Attached Documents:
// Content
631    
12 Total. Add lines 1 through 11........ 1,503,168 1,502,386  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 108,743 54,371   54,371
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
5,667 0 0 0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,321 4,048   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
List of Attached Documents:
// Content
1,800     1,800
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 120,531 58,419 0 56,171
25 Contributions, gifts, grants paid....... 661,960 661,960
26 Total expenses and disbursements. Add lines 24 and 25 782,491 58,419 0 718,131
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 720,677
b Net investment income (if negative, enter -0-) 1,443,967
c Adjusted net income (if negative, enter -0-)... 0
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.............      
2 Savings and temporary cash investments......... 8,534,264 571,172 571,172
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,687,440 Click to see attachment
List of Attached Documents:
// Content
12,378,950 		13,368,490
c Investments—corporate bonds (attach schedule).......      
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)..........     0
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) 12,221,704 12,950,122 13,939,662
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........ 12,221,704 12,950,122
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)..... 12,221,704 12,950,122
30 Total liabilities and net assets/fund balances (see instructions). 12,221,704 12,950,122
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
12,221,704
2
Enter amount from Part I, line 27a .....................
2
720,677
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
38,201
4
Add lines 1, 2, and 3 ..........................
4
12,980,582
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
30,460
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,950,122
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 54000. INVESCO STLPT MLP SEL 40-Y     2023-07-14
b 160. AMERICAN EXPRESS CO   2023-02-09 2023-03-09
c 60. AUTOMATIC DATA PROCESSING   2023-02-09 2023-08-07
d 30. AUTOMATIC DATA PROCESSING   2023-02-09 2023-10-19
e 36. BERKSHIRE HATHAWAY INC-CL B   2023-02-09 2023-03-13
18. BLACKROCK INC   2023-02-09 2023-03-08
1600. CAUSEWAY INTL VAL-INST   2023-02-09 2023-07-14
7100. COHEN & STEERS GL REALTY-I     2023-11-08
40000. COHEN & STEERS INTL RLTY-I     2023-07-14
23000. COLUMBIA REAL EST EQTY-I3     2023-05-19
30000. COLUMBIA REAL EST EQTY-I3   2023-11-08 2023-11-20
50. COPART INC   2023-02-09 2023-10-19
150. EOG RESOURCES INC   2023-02-09 2023-08-07
2500. PARAMETRIC EMRG MRKTS-I   2023-02-09 2023-07-14
300. PARAMETRIC EMRG MRKTS-I   2023-02-09 2023-08-07
50. META PLATFORMS INC-CLASS A   2023-02-09 2023-06-09
25. META PLATFORMS INC-CLASS A   2023-02-09 2023-07-14
95.528 FH GOVT ULTRASHRT DUR-IS   2023-05-22 2023-06-09
28000. FH GOVT ULTRASHRT DUR-IS   2023-05-22 2023-07-14
900. FIDELITY DIVERSIFIED INTL FD   2023-02-09 2023-07-14
20. HOME DEPOT INC   2023-02-09 2023-08-07
5. INTUIT INC   2023-03-09 2023-07-14
10. INTUIT INC   2023-03-09 2023-08-07
25. INTUIT INC   2023-03-09 2023-10-19
465. ISHARES CORE S&P MIDCAP ETF   2012-08-31 2023-02-09
450. ISHARES CORE S&P MIDCAP ETF   2012-08-31 2023-03-09
450. ISHARES CORE S&P MIDCAP ETF   2012-08-31 2023-04-10
450. ISHARES CORE S&P MIDCAP ETF     2023-05-08
161. ISHARES CORE S&P MIDCAP ETF   2022-07-22 2023-06-09
289. ISHARES CORE S&P MIDCAP ETF   2020-03-20 2023-06-09
1493. ISHARES MSCI USA MIN VOL FAC   2022-09-30 2023-02-09
1300. ISHARES MSCI USA MIN VOL FAC   2022-09-30 2023-03-09
1300. ISHARES MSCI USA MIN VOL FAC   2022-09-30 2023-04-10
1300. ISHARES MSCI USA MIN VOL FAC   2022-09-30 2023-05-08
1300. ISHARES MSCI USA MIN VOL FAC   2022-09-30 2023-06-09
50. JPMORGAN CHASE & CO   2023-02-09 2023-08-07
1849.903 CLEARBRIDGE LRG CAP GROW-IS   2019-01-31 2023-02-09
1500. CLEARBRIDGE LRG CAP GROW-IS   2019-01-31 2023-03-09
1500. CLEARBRIDGE LRG CAP GROW-IS   2019-01-31 2023-04-10
1500. CLEARBRIDGE LRG CAP GROW-IS     2023-05-08
618.882 CLEARBRIDGE LRG CAP GROW-IS     2023-06-09
881.118 CLEARBRIDGE LRG CAP GROW-IS     2023-06-09
45000. MFS HIGH INCOME FUND-I     2023-07-12
50. MICROSOFT CORP   2023-02-09 2023-10-19
99. NIKE INC -CL B   2023-02-09 2023-03-09
2696. PIMCO INTL BND USD HGD-INS   2022-10-21 2023-02-09
2700. PIMCO INTL BND USD HGD-INS   2022-10-21 2023-03-09
2700. PIMCO INTL BND USD HGD-INS   2022-10-21 2023-04-10
2700. PIMCO INTL BND USD HGD-INS   2022-10-21 2023-05-08
2700. PIMCO INTL BND USD HGD-INS   2022-10-21 2023-06-09
1800. PAYDEN EQUITY INCOME-INV   2023-02-09 2023-07-14
17500. PIMCO INTL BND UNHDG-INST     2023-07-14
10000. PIONEER FLOATING RATE-Y     2023-07-14
1000. PIONEER FLOATING RATE-Y   2023-03-09 2023-10-19
180. T ROWE PRICE GROUP INC     2023-03-13
620. T ROWE PRICE GROUP INC     2023-08-17
3536.399 PRINCIPAL MIDCAP FUND-R6   2017-02-17 2023-02-09
3400. PRINCIPAL MIDCAP FUND-R6   2017-02-17 2023-03-09
3400. PRINCIPAL MIDCAP FUND-R6   2017-02-17 2023-04-10
3400. PRINCIPAL MIDCAP FUND-R6     2023-05-08
505.399 PRINCIPAL MIDCAP FUND-R6   2022-12-13 2023-06-09
2894.601 PRINCIPAL MIDCAP FUND-R6   2020-03-23 2023-06-09
5456. PGIM HIGH YIELD-R6   2020-06-30 2023-02-09
6000. PGIM HIGH YIELD-R6   2020-06-30 2023-03-09
6000. PGIM HIGH YIELD-R6   2020-06-30 2023-04-10
6000. PGIM HIGH YIELD-R6   2020-06-30 2023-05-08
6000. PGIM HIGH YIELD-R6     2023-06-09
15. ROPER TECHNOLOGIES INC   2023-02-09 2023-10-19
707.113 T ROWE PR BLUE CHIP GROW-I   2019-05-01 2023-02-09
650. T ROWE PR BLUE CHIP GROW-I   2019-05-01 2023-03-09
650. T ROWE PR BLUE CHIP GROW-I   2019-05-01 2023-04-10
650. T ROWE PR BLUE CHIP GROW-I     2023-05-08
252.149 T ROWE PR BLUE CHIP GROW-I     2023-06-09
397.851 T ROWE PR BLUE CHIP GROW-I     2023-06-09
41500. RUSSELL GLOBAL INFRASTR-S     2023-10-19
50. SPDR GOLD SHARES   2023-02-09 2023-07-14
90. SPDR GOLD SHARES   2023-02-09 2023-10-19
183. SPDR PORT LNG TRM CORP BND   2023-07-13 2023-07-14
6500. STONE RIDGE H/Y REIN RSK-I     2023-07-14
500. STONE RIDGE H/Y REIN RSK-I   2023-03-09 2023-08-07
1000. STONE RIDGE H/Y REIN RSK-I   2023-03-09 2023-10-19
200. TCW EMERGING MARKETS INCOME   2023-02-09 2023-07-14
18500. NUVEEN INFL LINKD BND FND-R6     2023-07-14
100. TJX COMPANIES INC   2023-02-09 2023-10-19
1000. TEXAS INSTRUMENTS INC     2023-11-08
3000. BRIGHT ROCK MID CAP GR-INST   2023-02-09 2023-07-14
30. UNION PACIFIC CORP   2023-02-09 2023-08-07
20. UNITEDHEALTH GROUP INC   2023-02-09 2023-08-07
50. UNITEDHEALTH GROUP INC   2023-02-09 2023-10-19
550. VANGUARD S&P MID-CAP 400 VAL     2023-07-14
50. VANGUARD S&P MID-CAP 400 VAL   2023-02-09 2023-08-07
5023. VANGUARD FTSE DEVELOPED ETF   2012-08-31 2023-02-09
4500. VANGUARD FTSE DEVELOPED ETF     2023-03-09
4500. VANGUARD FTSE DEVELOPED ETF     2023-04-10
4500. VANGUARD FTSE DEVELOPED ETF     2023-05-08
2593. VANGUARD FTSE DEVELOPED ETF   2022-07-22 2023-06-09
1907. VANGUARD FTSE DEVELOPED ETF     2023-06-09
976. VANGUARD FTSE EMERGING MARKE   2021-01-29 2023-02-09
1000. VANGUARD FTSE EMERGING MARKE   2021-01-29 2023-03-09
1000. VANGUARD FTSE EMERGING MARKE   2021-01-29 2023-04-10
1000. VANGUARD FTSE EMERGING MARKE   2021-01-29 2023-05-08
485. VANGUARD FTSE EMERGING MARKE   2022-07-22 2023-06-09
515. VANGUARD FTSE EMERGING MARKE   2021-01-29 2023-06-09
3500. VANGUARD M/B SEC INDX-ADM     2023-07-17
20. VEEVA SYSTEMS INC-CLASS A   2023-02-09 2023-10-19
416. VANGUARD S&P 500 ETF   2016-11-16 2023-02-09
500. VANGUARD S&P 500 ETF   2016-11-16 2023-03-09
500. VANGUARD S&P 500 ETF   2016-11-16 2023-04-10
500. VANGUARD S&P 500 ETF   2016-11-16 2023-05-08
500. VANGUARD S&P 500 ETF   2016-11-16 2023-06-09
.6667 VERALTO CORP   2023-02-09 2023-10-13
316. VERALTO CORP     2023-10-19
2500. VIRTUS ALPHASIM MGD FUT-I   2023-02-09 2023-10-19
20. WALMART INC   2023-02-09 2023-08-07
50. WALMART INC   2023-02-09 2023-10-19
860. WALMART INC     2023-10-27
5. LINDE PLC   2023-02-09 2023-10-19
93. CHUBB LTD   2023-02-09 2023-10-19
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(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 379,620   368,960 10,660
b 28,494   29,009 -515
c 14,808   13,652 1,156
d 7,381   6,826 555
e 10,952   11,151 -199
12,189   13,193 -1,004
31,072   28,112 2,960
325,535   361,847 -36,312
351,200   360,080 -8,880
276,460   285,520 -9,060
352,500   338,700 13,800
2,213   1,741 472
19,552   19,053 499
34,875   33,250 1,625
4,197   3,990 207
13,120   9,084 4,036
7,716   4,542 3,174
939   940 -1
274,960   275,520 -560
38,052   35,568 2,484
6,542   6,436 106
2,424   2,094 330
5,003   4,189 814
13,062   10,472 2,590
124,320   45,129 79,191
116,158   43,673 72,485
109,111   43,673 65,438
110,066   56,283 53,783
41,008   38,409 2,599
73,611   37,701 35,910
108,637   99,583 9,054
91,989   86,710 5,279
94,901   86,710 8,191
95,227   86,710 8,517
93,759   86,710 7,049
7,825   7,090 735
97,027   87,857 9,170
76,230   71,239 4,991
80,805   71,239 9,566
82,815   73,002 9,813
36,384   31,025 5,359
51,801   37,966 13,835
133,200   132,865 335
16,607   13,489 3,118
12,002   12,214 -212
25,639   25,208 431
25,353   25,245 108
25,785   25,245 540
25,704   25,245 459
25,623   25,245 378
28,602   28,944 -342
134,225   133,119 1,106
61,300   61,460 -160
6,100   6,120 -20
18,987   21,521 -2,534
67,471   69,837 -2,366
120,520   85,606 34,914
110,296   82,304 27,992
111,078   82,304 28,774
114,716   83,046 31,670
17,295   16,501 794
99,053   57,815 41,238
25,370   27,935 -2,565
27,300   30,720 -3,420
27,600   30,720 -3,120
27,600   30,720 -3,120
27,540   32,310 -4,770
7,349   6,489 860
81,954   81,466 488
72,384   74,886 -2,502
78,585   74,887 3,698
81,153   71,671 9,482
33,917   29,197 4,720
53,515   40,059 13,456
318,720   361,075 -42,355
9,084   8,689 395
16,458   15,640 818
4,201   4,251 -50
57,200   55,250 1,950
4,450   4,295 155
9,130   8,590 540
1,240   1,248 -8
193,325   195,805 -2,480
8,980   8,124 856
144,826   172,468 -27,642
67,320   65,100 2,220
6,907   6,161 746
10,113   9,758 355
26,480   24,394 2,086
46,121   47,149 -1,028
4,229   4,286 -57
230,358   164,302 66,056
199,984   153,379 46,605
202,731   172,521 30,210
209,121   154,808 54,313
119,334   107,454 11,880
87,763   58,121 29,642
40,671   50,503 -9,832
39,710   51,745 -12,035
40,180   51,745 -11,565
40,374   51,745 -11,371
19,773   19,752 21
20,996   26,649 -5,653
64,470   64,525 -55
4,044   3,529 515
158,129   83,126 75,003
183,629   99,911 83,718
186,769   99,911 86,858
189,547   99,911 89,636
197,478   99,911 97,567
48   61 -13
22,207   27,110 -4,903
25,075   25,350 -275
3,188   2,825 363
8,032   7,063 969
138,841   127,351 11,490
1,848   1,675 173
19,589   20,145 -556
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
      17,471
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       10,660
b       -515
c       1,156
d       555
e       -199
      -1,004
      2,960
      -36,312
      -8,880
      -9,060
      13,800
      472
      499
      1,625
      207
      4,036
      3,174
      -1
      -560
      2,484
      106
      330
      814
      2,590
      79,191
      72,485
      65,438
      53,783
      2,599
      35,910
      9,054
      5,279
      8,191
      8,517
      7,049
      735
      9,170
      4,991
      9,566
      9,813
      5,359
      13,835
      335
      3,118
      -212
      431
      108
      540
      459
      378
      -342
      1,106
      -160
      -20
      -2,534
      -2,366
      34,914
      27,992
      28,774
      31,670
      794
      41,238
      -2,565
      -3,420
      -3,120
      -3,120
      -4,770
      860
      488
      -2,502
      3,698
      9,482
      4,720
      13,456
      -42,355
      395
      818
      -50
      1,950
      155
      540
      -8
      -2,480
      856
      -27,642
      2,220
      746
      355
      2,086
      -1,028
      -57
      66,056
      46,605
      30,210
      54,313
      11,880
      29,642
      -9,832
      -12,035
      -11,565
      -11,371
      21
      -5,653
      -55
      515
      75,003
      83,718
      86,858
      89,636
      97,567
      -13
      -4,903
      -275
      363
      969
      11,490
      173
      -556
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,152,065
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  
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 20,071
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 20,071
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 20,071
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,484
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 24,500
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 26,984
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 987
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 5,926
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow5,926 Refundedright arrow 11 0
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 arrow
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 .Click to see attachment
List of Attached Documents:
// Content
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 arrowN/A
14
The books are in care ofright arrowROCKLAND TRUST Telephone no.right arrow (781) 982-6155

Located atright arrow2036 WASHINGTON STHANOVERMA ZIP+4right arrow02339
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)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
KIM BOURESSA CO-TRUSTEE
1 		31,150    
188 PEREGRINE DRIVE
MARSHFIELD,MA02050
L RICHARD FONTANA CO-TRUSTEE
1 		800    
49 HANCOCK STREET
MARSHFIELD,MA02050
EDWARD C BANGS CO-TRUSTEE
1 		800    
210 WOODLAWN CIRCLE
MARSHFIELD,MA02050
DONNA R ADMIRAND CO-TRUSTEE
1 		800    
514 WAREHAM ROAD
PLYMOUTH,MA023603239
WALTER B SULLIVAN CO-TRUSTEE
1 		800    
893 MAIN STREET
HINGHAM,MA020433503
ROCKLAND TRUST COMPANY CO-TRUSTEE
1 		74,393    
2306 WASHINGTON STREET
HANOVER,MA02339
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 0
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 arrow0
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.........................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
10,973,255
b
Average of monthly cash balances.......................
1b
2,490,839
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
13,464,094
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
13,464,094
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
201,961
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,262,133
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
663,107
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
663,107
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
20,071
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
20,071
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
643,036
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
643,036
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
643,036
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
718,131
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
718,131
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 7 643,036
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 638,482
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 718,131
a Applied to 2022, but not more than line 2a 638,482
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 2023 distributable amount..... 79,649
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		563,387
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
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:
KIM BOURESSA
188 PEREGRINE WHITE DRIVE
MARSHFIELD,MA05050
(781) 254-5461
bThe form in which applications should be submitted and information and materials they should include:
SEE ATTACHMENT
cAny submission deadlines:
N/A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE ATTACHMENT
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

Abigail MacCurtain

26 DEIRDRA DR
Plymouth,MA02360 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 35,000

Aarshiya Reid

21 SHEPPARD AVE
Brockton,MA02301 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 5,281

Adeline Walker

141 MARTHA DR
Rockland,MD02370 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 2,840

Ailton Barbosa

100 MASS AVE
Brockton,MA02302 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 1,000

Alex Pateakos

694 MILL ST
Jefferson,MA02206 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 32,100

Alexander Murphy

33 HIGH ST
West Bridgewater,MA02379 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 35,000

Alexia Danielczyk

341 ARTHUR PAQUIN WAY
Brockton,MA02301 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 36,100

Benjamin Velez

26 FREETOWN ST
Lakeville,MA02347 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 5,287

Benjamin Viveiros

7 WEST ST
West Wareham,MA02576 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 35,000

Cam Matthews

2036 WASHINGTON STREET
Hanover,MA02339 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 2,500

Hunter Coppenrath

2036 WASHINGTON STREET
Hanover,MA02339 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 2,500

John Lucian

2036 WASHINGTON STREET
Hanover,MA02339 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 2,500

Matthew Wedge

2036 WASHINGTON STREET
Hanover,MA02339 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 2,500

Nathan Dente

2036 WASHINGTON STREET
Hanover,MA02339 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 2,500

Michael Pulkinen

67 RIDGE ROAD
Marshfield,MA02050 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 2,500

Aiden Coveney

2036 WASHINGTON STREET
Hanover,MA02339 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 2,500

Anthony Hopkins

2036 WASHINGTON STREET
Hanover,MA02339 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 2,500

Brayden Pontusa-Egan

16 CROSSMAN CIRCLE
Albington,MA02351 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 5,000

Brooke Smith

19 FORD PARK CIRCLE
Whitman,MA02382 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 2,880

Caleb Duong

37 PLAZA WAY
Plymouth,MA02360 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 20,000

Charlotte Dyer

18 CHANDLER DRIVE
Marshfield,MA02050 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 5,200

Charmaine Chisholm

2036 WASHINGTON STREET
Hanover,MA02339 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 2,000

Cristina Reese

342 ESSEX STREET
Whitman,MA02382 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 5,742

Eben Paretchan

14 HIGHLAND AVENUE
Whitman,MA02382 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 4,380

Elijah Walker

141 MARTHA DRIVE
Rockland,MA02370 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 2,840

Ellie Niland and James Niland

9 LIBERTY ROAD
Marshfield,MA02050 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 30,000

Emily Byrne

15 PARISH PATHE
Marshfield,MA02050 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 4,580

Finian Medeiros

52 CLIFTON STREET
Hull,MA02045 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 35,000

Gavin Serra

123 GENEVIEVE LANE
Marshfield,MA02050 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 6,750

Gerardo Espinoza

192 ALGONQUIN STREET
Brockton,MA02302 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 3,212

Giovannia Bustamante

137 HALFWAY POND ROAD
Plymouth,MA02360 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 12,280

Grayson McEnroe

8 WIND ROSE LANE
Plymouth,MA02360 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 1,666

Grey Bailey

83 LIBERTY STREET
Hanson,MA02341 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 10,000

Jack O'Malley

67 PETERSONS PATH
Marshfield,MA02050 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 5,300

Jacob J Earle

22 SMITH LANE
Kingston,MA02364 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 5,745

Jensen Caldarone

32 SHARP DRIVE
Plymouth,MA02360 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 21,000

Jeremiah Jeffers

47 HATHAWAY STREET
Wareham,MA02571 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 35,000

Jonah Walker

141 MARTHA DRIVE
Rockland,MA02370 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 899

Jonathan Rodriguez

45 PATRONELLI WAY
Brockton,MA02301 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 36,000

Joseph Acorn

62 BRIGHAM STREET
Whitman,MA02382 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 36,000

Kayden Cardoso

293 WEST ELM STREET
Brockton,MA02301 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 37,199

Kenny Jerome

22 SUMPTER STREET
Brockton,MA02302 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 5,000

Levi Feinstein

140R HERRING POND ROAD
Plymouth,MA02360 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 12,000

Lucas Chiano

785 OCEAN STREET
Marshfield,MA02050 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 4,750

Maeve Broderick

512 PEMBROKE WOODS DRIVE
Marshfield,MA02050 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 5,891

Martinson Elementary School

257 FOREST STREET
Marshfield,MA02050 		NONE PUBLIC CHARITY PURCHASES AND SERVICES FOR 1,200

Nessa Brousseau

843 PLYMOUTH STREET
Middleboro,MA02346 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 6,501

Nicholas Bowden

15 NEWLAND DRIVE
Whitman,MA02382 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 12,000

Rebecca Lyons

37 OHIO STREET
Marshfield,MA02050 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 6,240

Simon Costa

118 BELLEVUE AVENUE
Brockton,MA02302 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 1,586

Stephen Walsh

PO BOX 1012
Marshfield,MA02050 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 2,466

Town of Marshfield

900 FERRY STREET
Marshfield,MA02050 		NONE GOVERNMENT PURCHASES AND SERVICES FOR 1,800

Tyler Bopp

135 PLEASANT STREET
Pembroke,MA02359 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 10,000

Victoria Reardon

564 LUNNS WAY
Plymouth,MA02360 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 2,750

Alexa Bennett

9 COUNTRY ROAD
West Wareham,MA02576 		NONE INDIVIDUAL PURCHASES AND SERVICES FOR 3,495

BOYS AND GIRLS CLUB OF MARSHFIELD

37 PROPRIETORS DRIVE
MARSHFIELD,MA02050 		NONE PUBLIC CHARITY PURCHASES AND SERVICES FOR 50,000
Total .................................right arrow 3a 661,960
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 ....     14 350,472  
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 1,152,065  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 631  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,503,168  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,503,168
(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:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2023 ExpenditureResponsibilityStmt
Name:
EDWIN PHILLIPS TRUST
EIN:
04-6025549
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
SEE ATTACHED
  		SEE ATTACHED
PROVIDENCE,RI02908 		               

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
EDWIN PHILLIPS TRUST
EIN:
04-6025549
Statement:
MA

TY 2023 InvestmentsCorpStockSchedule
Name:
EDWIN PHILLIPS TRUST
EIN:
04-6025549
Name of Stock End of Year Book Value End of Year Fair Market Value
SEE ATTACHED 12,378,950 13,368,490

TY 2023 LegalFeesSchedule
Name:
EDWIN PHILLIPS TRUST
EIN:
04-6025549
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 263      
LEGAL FEES - INCOME (ALLOCABLE 5,404      


TY 2023 OtherDecreasesSchedule
Name:
EDWIN PHILLIPS TRUST
EIN:
04-6025549
Description Amount
2023 INCOME POSTED IN 2024 3,201
REVERSAL ADJUSTMENT 27,259


TY 2023 OtherExpensesSchedule
Name:
EDWIN PHILLIPS TRUST
EIN:
04-6025549
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 1,800 0   1,800


TY 2023 OtherIncomeSchedule2
Name:
EDWIN PHILLIPS TRUST
EIN:
04-6025549
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER REVENUE 631 0  


TY 2023 OtherIncreasesSchedule
Name:
EDWIN PHILLIPS TRUST
EIN:
04-6025549
Description Amount
2022 INCOME POSTED IN 2023 25,243
RETURNED CHECK 12,500
PY ADJUSTMENT 458


TY 2023 TaxesSchedule
Name:
EDWIN PHILLIPS TRUST
EIN:
04-6025549
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX - QUAL DIV 3,052 3,052   0
FOREIGN TAXES - NONQUALIFIED 996 996   0
STATE INCOME TAXES 125 0   0
FEDERAL ESTIMATES 148 0   0