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
FRESH SOUND FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)186 ALEWIFE BR 200 CO TYLER LYNCH
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CAMBRIDGE, MA02138
A Employer identification number

06-1428363
B Telephone number (see instructions)

(617) 354-3814
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$11,461,902
J 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) 150,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 63,056 63,056  
4 Dividends and interest from securities... 147,283 147,283  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 899,772
b Gross sales price for all assets on line 6a 3,085,113
7 Capital gain net income (from Part IV, line 2)... 899,772
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,260,111 1,110,111  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 13,465 13,465   0
c Other professional fees (attach schedule).... 84,409 84,409   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 13,376 4,176   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 18,649 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 99,384 1,009   98,375
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 229,283 103,059   98,375
25 Contributions, gifts, grants paid....... 910,000 910,000
26 Total expenses and disbursements. Add lines 24 and 25 1,139,283 103,059   1,008,375
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 120,828
b Net investment income (if negative, enter -0-) 1,007,052
c Adjusted net income (if negative, enter -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............. 989,745 590,084 590,084
2 Savings and temporary cash investments.........      
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) 597,647 Click to see attachment
List of Attached Documents:
// Content
1,305,559
1,306,134
b Investments—corporate stock (attach schedule)....... 4,298,516 Click to see attachment
List of Attached Documents:
// Content
4,303,396
8,022,341
c Investments—corporate bonds (attach schedule)....... 1,167,477 Click to see attachment
List of Attached Documents:
// Content
1,272,750
1,218,421
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).......... 603,683 Click to see attachment
List of Attached Documents:
// Content
307,602
324,922
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) 7,657,068 7,779,391 11,461,902
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 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........... 7,657,068 7,779,391
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........    
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)..... 7,657,068 7,779,391
30 Total liabilities and net assets/fund balances (see instructions). 7,657,068 7,779,391
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
7,657,068
2
Enter amount from Part I, line 27a .....................
2
120,828
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,495
4
Add lines 1, 2, and 3 ..........................
4
7,779,391
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,779,391
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 BAILLIE GIFFORD DEVD ALL-CAP FD P 2022-12-30 2023-11-29
b MEDTRONIC PLC P 2017-10-18 2023-12-08
c BAILLIE GIFFORD DEVD ALL-CAP FD P 2021-05-12 2023-11-29
d JPMORGAN CORE BOND FUND P 2022-06-17 2023-11-30
e PNC FINE SVCS GROUP INC P 2015-08-11 2023-12-08
PNC FINE SVCS GROUP INC P 2022-05-25 2023-12-08
VERALTO CORP P   2023-10-18
HUMANA INC P   2024-03-07
UNITED RENTALS P   2024-03-07
COSTCO WHOLESALE CORP P   2024-03-21
HUMANA INC P   2024-03-21
US TRSY NOTE 0.0% 4/4/24 P   2024-04-04
US TRSY NOTE 0.0% 5/7/24 P   2024-05-07
AMAZON INC. P   2024-05-23
BLACKSTONE INC P   2024-05-23
STARBUCKS P   2024-05-23
US TRSY NOTE 0.0% 6/6/24 P   2024-06-06
BANK NEWYORK MELLON CORP MED-TRM 3.430% 06/13/25 P 2023-03-20 2023-09-15
BANK NEWYORK MELLON CORP MED-TRM 3.430% 06/13/25 P 2023-06-22 2023-09-15
NEW YORK ST DORM AUTH P 2022-09-09 2023-09-07
US TREAS NTS 0.125% 9/15/23 P 2023-01-31 2023-08-10
ANHEUSER-BUSCH INBEV WRLDWD P 2018-05-08 2023-12-05
ENBRIDGE INC SR NT 4.000% 10/01/23 P 2018-11-08 2023-10-02
US TREAS NTS 2.250% 11/15/24 P 2019-10-25 2023-08-11
US TREAS NTS 2.250% 11/15/24 P 2021-11-01 2023-08-11
US TREAS NTS 2.000% 02/15/25 P 2020-09-28 2023-11-20
US TREAS NTS 1.500% 09/30/24 P 2021-11-01 2023-08-10
US TREAS NTS 1.500% 09/30/24 P 2021-11-01 2023-11-20
PNC FINANCIAL 3.5% 1/23/24 P   2024-01-23
US TREAS NTS 2.000% 02/15/25 P   2024-03-13
US TREAS NTS 2.125% 05/15/25 P   2024-03-13
US TREAS NTS 0.25% 07/31/25 P   2024-03-19
LINCOLN NATL CORP 3.05% 1/15/30 P   2024-04-02
WILMINGTON NC LTD OB 1.85% 6/1/26 P   2024-04-09
AMERICAN EXPRESS 3.95% 8/1/25 P   2024-05-23
BANK NOVA SCOTIA 3.45% 4/11/25 P   2024-05-23
COMCAST CORP 3.15% 3/1/26 P   2024-05-23
AIAGROUP LTD P 2023-02-06 2023-11-29
ALIBABAGROUP HLDG P 2023-02-06 2023-11-29
ASTRAZENECA PLC P 2023-02-06 2023-11-29
BDO UNIBANK INC P 2023-02-06 2023-11-29
DAIKIN ADR P 2023-02-06 2023-11-29
DEUTSCHE TELEKOM AG P 2023-02-06 2023-11-29
GSK PLC P 2023-02-06 2023-11-29
HANG LUNG PPTYS LTD P 2023-02-06 2023-11-29
HANNOVER RUECK SE P 2023-06-21 2023-11-29
HOYACORP P 2023-02-06 2023-11-29
INDUSTRIA DE DISENO TEXTILE P 2023-06-21 2023-11-29
ING GROEP N V P 2023-02-06 2023-11-29
KUBOTA CORP P 2023-02-06 2023-11-29
LOREAL CO P 2023-06-21 2023-11-29
MERCADOLIBRE INC COM P 2023-06-21 2023-11-29
MITSUBISHI UFJ FINL GROUP INC P 2023-06-21 2023-11-29
NASPERS LTD P 2023-02-06 2023-11-29
NOVO NORDISK P 2023-06-21 2023-11-29
PING AN INS GROUP CO CHINA LTD P 2023-02-06 2023-11-29
REXEL SA P 2023-06-21 2023-11-29
SK TELECOM CO LTD P 2023-06-21 2023-11-29
TAIWAN SEMICONDUCTOR MFG P 2023-02-06 2023-11-29
TENCENT HLDGS LTD P 2023-06-21 2023-11-29
TRIP COM GRP LTD P 2023-02-06 2023-11-29
VESTAS WIND SYS P 2023-02-06 2023-11-29
FERGUSON PLC P   2023-11-29
AIAGROUP LTD P 2019-07-18 2023-11-29
AIR LIQUIDE P 2020-04-28 2023-11-29
AIR LIQUIDE P 2020-07-08 2023-11-29
ALIBABAGROUP HLDG P 2019-07-18 2023-11-29
ASTRAZENECA PLC P 2022-10-14 2023-11-29
ATLAS COPCO P 2019-07-18 2023-11-29
AXA SA P 2019-07-18 2023-11-29
AXA SA P 2020-07-08 2023-11-29
BYD CO LTD P 2019-07-18 2023-11-29
BYD CO LTD P 2022-10-14 2023-11-29
BARRAT DEVS PLC P 2020-07-08 2023-11-29
BARRAT DEVS PLC P 2021-01-06 2023-11-29
BIONTECH SE P 2021-12-29 2023-11-29
BIONTECH SE P 2022-10-14 2023-11-29
CANADIAN PACIFIC KAN SAS CITY LTD P 2019-07-18 2023-11-29
CANADIAN PACIFIC KAN SAS CITY LTD P 2022-10-14 2023-11-29
CRODAINTL PLC P 2021-01-06 2023-11-29
DANONE ADR P 2019-07-18 2023-11-29
DASSAULT SYS P   2023-11-29
DEUTSCHE TELEKOM P 2019-07-18 2023-11-29
GROUPO FINANCIERO BANORTE P 2019-07-18 2023-11-29
HDFC BK LTD P 2019-07-18 2023-11-29
HANG LUNG PPTYS LTD P 2019-07-18 2023-11-29
HONDAMTR LTD P 2019-07-18 2023-11-29
INFINEON TECHNOLOGIES P 2019-07-18 2023-11-29
ING GROEP P 2019-07-18 2023-11-29
ING GROEP P 2020-07-08 2023-11-29
ING GROEP P 2020-10-07 2023-11-29
ITAU UNIBANCO HLDG P 2020-07-08 2023-11-29
ITAU UNIBANCO HLDG P 2021-10-15 2023-11-29
KONINKLIJKE AHOLD P 2022-10-14 2023-11-29
MITSUBISHI UFJ FINE GROUP P 2019-07-18 2023-11-29
NASPERS LTD P 2019-07-18 2023-11-29
NASPERS LTD P 2019-10-02 2023-11-29
NASPERS LTD P 2021-01-06 2023-11-29
NESTLE SA P 2019-07-18 2023-11-29
NIPPON TELEG & TELEPHONE P 2019-07-18 2023-11-29
NOVARTIS P 2019-07-18 2023-11-29
NOVO NORDISK P 2019-10-02 2023-11-29
ORIX CORP P   2023-11-29
ORSTED A/S P 2020-04-28 2023-11-29
ORSTED A/S P 2020-07-08 2023-11-29
PERUSAHAAN PERSEROAN PERSERO P.T. TELEKOMUNIKASI P 2022-03-28 2023-11-29
PERUSAHAAN PERSEROAN PERSERO P.T. TELEKOMUNIKASI P 2022-10-14 2023-11-29
PING AN INS GROUP CO CHINA LTD P 2020-04-28 2023-11-29
PING AN INS GROUP CO CHINA LTD P 2020-10-07 2023-11-29
PING AN INS GROUP CO CHINA LTD P 2021-05-03 2023-11-29
ROCHE HLDGS LTD P 2019-07-18 2023-11-29
SK TELECOM CO LTD P 2021-04-27 2023-11-29
SK TELECOM CO LTD P 2021-05-03 2023-11-29
SK TELECOM CO LTD P 2021-10-15 2023-11-29
SSE PLC P 2022-10-14 2023-11-29
SANDOZ GROUP AG P 2019-07-18 2023-10-06
SANDOZ GROUP AG P 2019-07-18 2023-11-29
SAP SE P 2019-07-18 2023-11-29
SAP SE P 2021-01-06 2023-11-29
SCHNEIDER UNSP P 2019-07-18 2023-11-29
SHINHAN FINL GROUP P 2019-07-18 2023-11-29
SHISEIDO LTD P 2020-04-28 2023-11-29
SHISEIDO LTD P 2020-07-08 2023-11-29
SHISEIDO LTD P 2022-03-28 2023-11-29
SOCIEDAD QUIMICA Y M INERA DE CHILE P 2021-12-29 2023-11-29
SONY GROUP CORP P 2021-10-15 2023-11-29
SONY GROUP CORP P 2022-03-28 2023-11-29
TDK CORP P 2019-07-18 2023-11-29
TAIWAN SEMICONDUCTOR MFG P 2019-07-18 2023-11-29
TENCENT HLDGS LTD P   2023-11-29
TORONTO DOMINION BANK P   2023-11-29
TRIP COM GROUP LTD P 2021-04-27 2023-11-29
TRIP COM GROUP LTD P 2021-05-03 2023-11-29
UNILEVER PLC P 2019-10-02 2023-11-29
UNILEVER PLC P 2020-07-08 2023-11-29
VESTAS WIND SYS A/S UTD KINGDOM P 2019-07-18 2023-11-29
WEG SA BRAZIL P 2022-03-28 2023-11-29
YAMAHA CORP P 2020-04-28 2023-11-29
YAMAHA CORP P 2020-07-08 2023-11-29
NEW YORK TIMES P   2023-08-31
APTARGROUP INC P   2023-08-31
ALPHABET CLASS A P   2023-08-31
NOVO NORDISK P   2023-11-29
MICROSOFT CORP P   2023-11-29
L OREAL P   2023-11-29
CAPGEMENI P   2023-11-29
CANADIAN NATL RY CO P   2023-11-29
AUTOMATIC DATA PROCESSING P   2023-11-29
ALPHABET CLASS A P   2023-11-29
ABBOTT LABORATORIES P   2023-11-29
ALPHABET CLASS A P   2024-03-07
ALPHABET CLASS A P   2024-03-07
ANALOG DEVICES P   2024-03-07
AUTOMATIC DATA PROCESSING P   2024-03-07
CANADIAN NATL RAILWAY P   2024-03-07
MARKETAXESS HLDGS P   2024-03-07
MARKETAXESS HLDGS P   2024-03-07
NOVO NORDISK P   2024-03-07
HALMA ORD P   2024-03-08
CALVERT SOCIAL INVT FNDTN P   2024-03-15
CANADIAN NATL RAILWAY P   2024-06-04
CVS HEALTH CORPORATION P   2024-06-04
ILLUMINA INC P   2024-06-04
NIKE INC P   2024-06-04
ABBOTT LABORATORIES P   2024-06-24
APTARGROUP P   2024-06-24
AUTOMATIC DATA PROCESSING P   2024-06-24
CANADIAN NATL RAILWAY P   2024-06-24
NOVO NORDISK P   2024-06-24
XYLEM INC P   2024-06-24
NOVONESIS (NOVOZYMES) P   2024-06-25
(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 31,112   30,020 1,092
b 53,350   52,692 658
c 175,088   246,334 -71,246
d 358,466   403,169 -44,703
e 79,986   55,542 24,444
16,928   19,859 -2,931
9,488   5,862 3,626
40,690   40,866 -176
67,537   31,806 35,731
59,518   12,120 47,398
34,649   19,122 15,527
49,835   49,835 0
49,596   49,596 0
82,968   6,829 76,139
46,963   31,460 15,503
56,615   36,388 20,227
197,486   197,486 0
8,856   8,786 70
984   987 -3
4,844   4,760 84
3,976   3,891 85
4,868   4,967 -99
5,000   4,984 16
1,925   2,016 -91
7,701   8,147 -446
962   1,022 -60
3,830   4,034 -204
4,842   5,032 -190
5,000   5,000 0
3,895   4,071 -176
9,754   10,190 -436
8,455   8,298 157
4,406   4,194 212
9,392   10,067 -675
4,973   5,069 -96
4,928   4,993 -65
9,724   9,504 220
1,309   1,611 -302
977   1,351 -374
3,503   3,500 3
2,458   2,392 66
3,912   4,519 -607
1,896   1,710 186
3,637   3,639 -2
930   1,364 -434
2,854   2,523 331
2,589   2,468 121
4,647   4,278 369
1,125   1,067 58
2,356   2,439 -83
3,680   3,511 169
1,596   1,217 379
887   738 149
1,922   1,958 -36
1,011   808 203
1,528   2,369 -841
3,604   3,635 -31
964   869 95
1,490   1,375 115
736   786 -50
1,328   1,344 -16
932   1,008 -76
4,545   2,848 1,697
3,007   3,742 -735
1,879   1,170 709
2,449   1,766 683
2,857   6,608 -3,751
2,611   2,269 342
6,223   3,026 3,197
3,565   3,038 527
3,596   2,399 1,197
2,638   588 2,050
1,759   1,574 185
2,364   2,472 -108
1,789   2,615 -826
1,723   4,136 -2,413
811   1,090 -279
3,865   2,665 1,200
1,335   1,289 46
3,580   5,677 -2,097
2,137   2,827 -690
3,308   2,204 1,104
7,487   5,161 2,326
6,759   4,012 2,747
6,061   6,403 -342
2,343   4,305 -1,962
2,555   2,139 416
6,652   3,134 3,518
2,081   1,705 376
2,039   1,034 1,005
2,109   1,163 946
2,969   2,352 617
2,101   1,478 623
5,204   4,835 369
3,583   2,018 1,565
1,331   1,781 -450
1,183   950 233
1,109   1,193 -84
5,637   5,253 384
4,684   3,677 1,007
4,247   3,920 327
8,496   2,083 6,413
6,470   5,476 994
616   1,387 -771
1,078   2,994 -1,916
1,548   2,060 -512
2,466   2,814 -348
549   1,227 -678
1,830   4,152 -2,322
27   65 -38
6,916   7,062 -146
1,652   3,836 -2,184
1,470   3,273 -1,803
912   1,902 -990
4,974   3,493 1,481
22   20 2
231   197 34
8,711   7,035 1,676
1,901   1,565 336
7,660   3,609 4,051
2,665   3,634 -969
568   1,221 -653
994   2,239 -1,245
312   551 -239
3,391   3,430 -39
4,048   5,277 -1,229
1,033   1,253 -220
5,923   3,220 2,703
12,618   5,399 7,219
1,841   3,615 -1,774
4,035   3,537 498
699   787 -88
2,307   2,551 -244
5,561   6,986 -1,425
1,901   2,123 -222
2,974   1,975 999
3,328   3,378 -50
705   1,192 -487
799   1,529 -730
7,761   5,015 2,746
39,446   7,525 31,921
20,160   4,205 15,955
41,600   13,650 27,950
18,947   7,880 11,067
46,874   27,430 19,444
34,304   30,195 4,109
22,448   1,531 20,917
17,138   6,380 10,758
27,308   5,594 21,714
20,492   12,574 7,918
23,113   4,885 18,228
19,811   4,187 15,624
20,848   7,032 13,816
21,873   7,656 14,217
22,659   1,339 21,320
30,804   6,916 23,888
6,161   1,800 4,361
22,382   6,121 16,261
95,778   47,148 48,630
100,000   100,000 0
62,758   3,666 59,092
111,164   72,800 38,364
49,835   24,677 25,158
68,384   41,195 27,189
21,074   12,574 8,500
21,866   3,513 18,353
113,704   23,503 90,201
84,707   5,124 79,583
21,319   5,101 16,218
48,243   12,315 35,928
12,285   1,670 10,615
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       1,092
b       658
c       -71,246
d       -44,703
e       24,444
      -2,931
      3,626
      -176
      35,731
      47,398
      15,527
      0
      0
      76,139
      15,503
      20,227
      0
      70
      -3
      84
      85
      -99
      16
      -91
      -446
      -60
      -204
      -190
      0
      -176
      -436
      157
      212
      -675
      -96
      -65
      220
      -302
      -374
      3
      66
      -607
      186
      -2
      -434
      331
      121
      369
      58
      -83
      169
      379
      149
      -36
      203
      -841
      -31
      95
      115
      -50
      -16
      -76
      1,697
      -735
      709
      683
      -3,751
      342
      3,197
      527
      1,197
      2,050
      185
      -108
      -826
      -2,413
      -279
      1,200
      46
      -2,097
      -690
      1,104
      2,326
      2,747
      -342
      -1,962
      416
      3,518
      376
      1,005
      946
      617
      623
      369
      1,565
      -450
      233
      -84
      384
      1,007
      327
      6,413
      994
      -771
      -1,916
      -512
      -348
      -678
      -2,322
      -38
      -146
      -2,184
      -1,803
      -990
      1,481
      2
      34
      1,676
      336
      4,051
      -969
      -653
      -1,245
      -239
      -39
      -1,229
      -220
      2,703
      7,219
      -1,774
      498
      -88
      -244
      -1,425
      -222
      999
      -50
      -487
      -730
      2,746
      31,921
      15,955
      27,950
      11,067
      19,444
      4,109
      20,917
      10,758
      21,714
      7,918
      18,228
      15,624
      13,816
      14,217
      21,320
      23,888
      4,361
      16,261
      48,630
      0
      59,092
      38,364
      25,158
      27,189
      8,500
      18,353
      90,201
      79,583
      16,218
      35,928
      10,615
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 2 899,772
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 13,998
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 13,998
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 13,998
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 12,628
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 12,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 24,628
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 10,630
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow10,630 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
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 arrowCT
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 arrowFRESHSOUNDFOUNDATION.ORG
14
The books are in care ofright arrowTYLER LYNCH PC Telephone no.right arrow (617) 354-3814

Located atright arrow186 ALEWIFE BROOK PARKWAYCAMBRIDGEMA ZIP+4right arrow02138
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
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
JOHN F BURT TRUSTEE
2.00
0 0 0
C/O TYLER LYNCH 186 ALEWIFE BROOK
PKWY
CAMBRIDGE,MA02138
S JEFFREY BURT TRUSTEE
2.00
0 0 0
C/O TYLER LYNCH 186 ALEWIFE BROOK
PKWY
CAMBRIDGE,MA02138
LAURIE BURT TRUSTEE
2.00
0 0 0
C/O TYLER LYNCH 186 ALEWIFE BROOK
PKWY
CAMBRIDGE,MA02138
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 arrow0
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
9,567,338
b
Average of monthly cash balances.......................
1b
511,009
c
Fair market value of all other assets (see instructions)................
1c
326,706
d
Total (add lines 1a, b, and c).........................
1d
10,405,053
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
10,405,053
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
156,076
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,248,977
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
512,449
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
512,449
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
13,998
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,998
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
498,451
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
498,451
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
498,451
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
1,008,375
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
 
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
1,008,375
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 7 498,451
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 148,656
b From 2019...... 205,702
c From 2020...... 467,075
d From 2021...... 202,375
e From 2022...... 310,728
f Total of lines 3a through e ........ 1,334,536
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,008,375
a Applied to 2022, but not more than line 2a 0
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..... 498,451
e Remaining amount distributed out of corpus 509,924
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 1,844,460
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 ..........
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) .......
0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
148,656
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
1,695,804
10 Analysis of line 9:
a Excess from 2019.... 205,702
b Excess from 2020.... 467,075
c Excess from 2021.... 202,375
d Excess from 2022.... 310,728
e Excess from 2023.... 509,924
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).)
JOHN F BURT
S JEFFREY BURT
LAURIE BURT
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

ACADIA CENTER

15 COURT SQUARE STE 1000
BOSTON,MA02108
N/A NON-PROFIT ENVIRONMENTAL 10,000

ALL VOTING IS LOCAL

PO BOX 33727
WASHINGTON,DC20033
N/A NON-PROFIT EDUCATIONAL 40,000

ALL VOTING IS LOCAL

PO BOX 33727
WASHINGTON,DC20033
N/A NON-PROFIT EDUCATIONAL 15,000

AMERICAN CONSTITUTION SOCIETY FOR LAW

1899 L STREET NW 2ND FL
WASHINGTON,DC20036
N/A NON-PROFIT EDUCATIONAL 35,000

AMMONOOSUC CONSERVATION TRUST

297 MAIN STREET UNIT 1 2ND FL
FRANCONIA,NH03580
N/A NON-PROFIT CHARITABLE 8,000

BIG SKY YOUTH EMPOWERMENT

255 E MENDENHALL STREET
BOZEMAN,MT59715
N/A NON-PROFIT EDUCATIONAL 5,000

CERES INC

99 CHAUNCY STREET 6TH FL
BOSTON,MA02111
N/A NON-PROFIT CHARITABLE 25,000

CONSERVATION LAW FOUNDATION

62 SUMMER STREET
BOSTON,MA02110
N/A NON-PROFIT EDUCATIONAL 10,000

EMERSON COLLEGE

120 BOYLSTON STREET STE 414
BOSTON,MA02116
N/A NON-PROFIT EDUCATIONAL 40,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE STREET
MONTGOMERY,AL36104
N/A NON-PROFIT EDUCATIONAL 35,000

FACING HISTORY AND OURSELVES

89 SOUTH STREET STE 401
BOSTON,MA02111
N/A NON-PROFIT EDUCATIONAL 10,000

FAIR COUNT INC

PO BOX 170382
ATLANTA,GA30317
N/A NON-PROFIT EDUCATIONAL 40,000

FAIR COUNT INC

PO BOX 170382
ATLANTA,GA30317
N/A NON-PROFIT EDUCATIONAL 15,000

FOOD CONNECTS

22 BROWNE COURT 110
BRATTLEBORO,VT05301
N/A NON-PROFIT CHARITABLE 25,000

FRACTURED ATLAS

228 PARK AVE S STE 56651
NEW YORK,NY10003
N/A NON-PROFIT PROMOTION OF THE ARTS 5,000

FRESH GRASS (OFFICE PERFORMING ARTS & FILM INC)

130 JANE STREET 5J
NEW YORK,NY10014
N/A NON-PROFIT PROMOTION OF THE ARTS 40,000

GENERATION CITIZEN

745 ATLANTIC AVENUE 2ND FL
BOSTON,MA02111
N/A NON-PROFIT EDUCATIONAL 45,000

GENERATION CITIZEN

745 ATLANTIC AVENUE 2ND FL
BOSTON,MA02111
N/A NON-PROFIT EDUCATIONAL 15,000

GREEN ROOTS INC

227 MARGINAL STREET STE 1
CHELSEA,MA02150
N/A NON-PROFIT EDUCATIONAL 10,000

GROUNDWORKS COLLABORATIVE

PO BOX 370
BRATTLEBORO,VT05302
N/A NON-PROFIT EDUCATIONAL 5,000

HOMELESS PRENATAL PROGRAM

2500 18TH ST
SAN FRANCISCO,CA94110
N/A NON-PROFIT CHARITABLE 5,000

INSTITUTE FOR LOCAL SELF-RELIANCE

142 HIGH STREET STE 616
PORTLAND,ME04101
N/A NON-PROFIT EDUCATIONAL 5,000

INTERNATIONAL SOCIETY OF PERFORMING ARTS

630 9TH AVENUE STE 213
NEW YORK,NY10036
N/A NON-PROFIT PROMOTION OF THE ARTS 5,000

LAND FOR GOOD

PO BOX 625
KEENE,NH03431
N/A NON-PROFIT PROMOTION OF AGRICULTURE 2,500

NEW GEORGIA PROJECT

830 GLENWOOD AVE SE STE 510-221
ATLANTA,GA30316
N/A NON-PROFIT EDUCATIONAL 15,000

NEW GEORGIA PROJECT

830 GLENWOOD AVE SE STE 510-221
ATLANTA,GA30316
N/A NON-PROFIT EDUCATIONAL 50,000

NEW VENTURE FUND (100 DEMOCRACY)

1200 17TH STREET NW STE 300
WASHINGTON,DC20036
N/A NON-PROFIT EDUCATIONAL 25,000

NEXT STAGE ARTS PROJECT

15 KIMBALL HILL RD
PUTNEY,VT05346
N/A NON-PROFIT EDUCATIONAL 40,000

NH ALLIANCE FOR END OF LIFE OPTIONS

80 POST ROAD
SUGAR HILL,NH03586
N/A NON-PROFIT EDUCATIONAL 5,000

RESIST INC

PO BOX 301240
JAMAICA PLAIN,MA02130
N/A NON-PROFIT PROMOTION OF JUSTICE 2,500

RIVER NETWORK

PO BOX 21387
BOULDER,CO80308
N/A NON-PROFIT EDUCATIONAL 30,000

ROCKEFELLER FAMILY FUND

475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115
N/A NON-PROFIT EDUCATIONAL 75,000

ROCKEFELLER FAMILY FUND

475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115
N/A NON-PROFIT EDUCATIONAL 25,000

SAVE THE RIVER

409 RIVERSIDE DRIVE
CLAYTON,NY13624
N/A NON-PROFIT EDUCATIONALEDUCATIONAL 8,000

SOUTHERN ENVIRONMENTAL LAW CENTER

201 WEST MAIN STREET STE 14
CHARLOTTESVILLE,VA22902
N/A NON-PROFIT ENVIRONMENTAL 30,000

THE JAR

29 FAYETTE ST APT G2
BOSTON,MA02119
N/A NON-PROFIT EDUCATIONAL 30,000

THOUSAND ISLANDS LAND TRUST

135 JOHN STREET
CLAYTON,NY13624
N/A NON-PROFIT CHARITABLE 9,000

UNION OF CONCERNED SCIENTISTS

TWO BRATTLE SQUARE 6TH FL
CAMBRIDGE,MA02238
N/A NON-PROFIT SCIENTIFIC 40,000

WHOLESOME WAVE

855 MAIN STREET STE 910
BRIDGEPORT,CT06604
N/A NON-PROFIT CHARITABLE 25,000

WOMEN ENGAGED

1530 DEKALB AVE STE A
ATLANTA,GA30307
N/A NON-PROFIT PROMOTION OF SOCIAL JUSTICE 15,000

WOMEN ENGAGED

1530 DEKALB AVE STE A
ATLANTA,GA30307
N/A NON-PROFIT PROMOTION OF SOCIAL JUSTICE 35,000
Total .................................right arrow 3a 910,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 ...........
    14 63,056  
4 Dividends and interest from securities ....     14 147,283  
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 ............
    18 899,772  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,110,111 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,110,111
(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
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
FRESH SOUND FOUNDATION INC
 
Employer identification number

06-1428363
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
FRESH SOUND FOUNDATION INC
 
Employer identification number
06-1428363
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
JOHN BURT
186 ALEWIFE BROOK PKWY STE 200
 
CAMBRIDGE, MA02138

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
JEFFREY BURT
186 ALEWIFE BROOK PKWY STE 200
 
CAMBRIDGE, MA02138

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
LAURIE BURT
186 ALEWIFE BROOK PKWY STE 200
 
CAMBRIDGE, MA02138

$ 50,000


(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
FRESH SOUND FOUNDATION INC
 
Employer identification number

06-1428363
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
 
$    
(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
 
$    
(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
FRESH SOUND FOUNDATION INC
 
Employer identification number

06-1428363
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:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
FRESH SOUND FOUNDATION INC
EIN:
06-1428363
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 13,465 13,465   0

TY 2023 InvestmentsCorpBondsSchedule
Name:
FRESH SOUND FOUNDATION INC
EIN:
06-1428363
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC 3.2% 11/21/29 5,423 4,593
ALEXANDRIA RE EQUITIES 4.9% 12/15/30 6,030 4,897
AMERICAN HONDA FIN CORP 4.95% 1/9/26 5,034 4,973
AMERICAN TOWER CORP 3.125% 1/15/27 5,383 4,738
AMGEN 2.2% 2/21/27 5,216 4,639
ANTHEM INC 4.101% 3/1/28 5,662 4,834
AON CORP 2.8% 5/15/30 5,506 4,386
ASTRAZENECA PLC 3.125% 6/12/27 4,818 4,753
AT&T 4.35% 3/1/29 5,017 4,849
BANK MONTREAL MED-TRM 1.5% 10/1/25 4,783 4,893
BANK MONTREAL MED-TRM 2.65% 4,701 4,688
BANK OF AMERICA 1.898% 7/23/31 10,135 8,244
BOSTON PPTYS LP 2.75% 10/1/26 4,806 4,666
CALVERT IMPACT CAPITAL 5.0% 6/15/29 25,000 25,000
CALVERT SOCIAL INVT FNDTN 3.0% 3/14/25 9,963 10,000
CAMPBERLL SOUP 4.15% 3/15/28 96,532 96,845
CARRIER GLOBAL CORP 2.7% 2/15/31 4,287 4,305
CITIGROUP 2.572% 6/3/31 5,332 4,295
CITIGROUP 3.668% 7/24/28 4,951 4,767
CVS HEALTH CORP 5.0% 1/30/29 99,792 98,974
DEERE JOHN CAP CORP MED-TRM 4.75% 1/20/28 9,989 9,962
DTE ELECTRIC CO 2020 SER A 2.25% 3/1/30 4,322 4,319
EQUINIX INC 3.2% 11/18/29 5,295 4,510
EVERSOURCE ENERGY 1.65% 8/15/30 4,437 4,036
FIFTH THIRD BANCORP 6.361% 10/27/28 5,047 5,110
GOLDMAN SACHS 3.5% 1/23/25 5,316 4,938
GOLDMAN SACHS GROUP 3.814% 4/23/29 4,690 4,747
HOME DEPOT 2.95% 6/15/29 10,042 9,166
INTEL CORP 3.75% 8/5/27 9,001 8,681
INTERNATIONAL BUSINESS MACHINES 4.5% 2/6/28 99,859 98,612
INTERNATIONAL FIN CORP 0.75% 5/15/26 99,939 94,260
JPMORGAN CHASE 2.58% 4/22/32 10,059 8,459
KEURIG DR PEPPER INC 2.25% 3/15/31 4,262 4,168
LOCAL INITITATIVES SUPPORT CORP 0.95% 12/15/25 100,014 92,674
LOWES 4.5% 4/15/30 100,332 97,043
MERCK & CO 2.15% 12/10/31 4,169 4,164
MICRON TECHNOLOGY 4.185% 2/15/27 107,376 97,188
MORGAN STANLEY 1.593% 5/4/27 4,936 4,661
NATIONAL RURAL UTILS COOP 1.35% 3,924 3,918
NATURE CONSERVANCY 2.768% 3/1/27 100,014 93,347
NEXTERA ENERGY 1.875% 1/15/27 4,769 4,608
NORTHROP GRUMMAN 3.25% 1/15/28 4,830 4,711
PROGRESSIVE CORP OH 3.0% 3/15/32 4,635 4,345
ROYAL BK CDA GLOBAL MED-TRM 6.0% 11/1/27 5,254 5,123
SEMPRA ENERGY 3.4% 2/1/28 5,452 4,704
STATE STREET CORP 2.354% 11/1/25 4,999 4,940
T MOBILE USA INC 4.8% 7/15/28 99,803 98,641
TORONTO DOMINION BANK 0.75% 1/6/26 9,718 9,343
TRUIST FINANCIAL CORP 1.267% 9,301 9,299
UNITED PARCEL SERVICE 3.4% 3/15/29 5,367 4,702
UNITEDHEALTH GROUP 4.6% 4/15/27 4,965 4,960
VERIZON 1.5% 9/18/30 4,994 4,083
WORKDAY INC 3.5% 4/1/27 97,269 95,660

TY 2023 InvestmentsCorpStockSchedule
Name:
FRESH SOUND FOUNDATION INC
EIN:
06-1428363
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 53,783 114,301
ACCENTURE PLC IRELAND 76,494 135,017
ADOBE SYS 87,544 105,553
ALCON 37,110 40,086
ALPHABET CLASS A 40,511 154,828
ALPHABET CLASS A 23,731 292,169
AMAZON 14,931 192,284
AMPHENOL CORP 45,498 134,740
ANALOG DEVICES 36,323 146,086
APPLE 25,818 42,545
APPLE 62,110 309,822
APTARGROUP INC 19,085 133,770
APTIV PLC 64,129 52,815
BLACKSTONE GROUP INC 17,908 80,222
BLUEHUB LOAN FUND 2% 6/30/24 225,000 225,000
CARRIER GLOBAL CORP 54,053 126,160
CEI INC NTS 2% 10/31/24 225,000 225,000
CLOUDFLARE 50,971 57,981
COHEN & STEERS INSTL REALTY SHARES 171,611 177,789
CONESTOGA SMALL-CAP INSTL 145,000 146,811
COOPER COS 52,802 54,126
COSTCO 33,180 186,148
CRISPR THERAPEUTICS 32,988 27,005
CROWN HOLDINGS 45,338 40,915
DANAHER CORP 49,585 103,688
DANAHER CORP 29,910 31,231
ENPHASE ENERGY 18,638 17,449
GALLAGHER ARTHUR J & CO 54,472 115,393
GARMIN LTD 49,195 105,572
HOME DEPOT INC 20,516 24,097
HONEYWELL INTL INC 50,652 51,036
ISHARES TIPS 179,706 182,701
JP MORGAN CHASE & CO 77,520 104,164
KLA CORP 90,231 212,724
LOREAL EURO 68,447 120,855
MARRIOTT INTL 46,720 78,575
MASTERCARD 29,148 165,435
MCCORMICK & CO 52,157 53,205
MERCK & CO. 54,811 121,572
MICROSOFT 50,771 156,433
MICROSOFT 68,685 417,004
MSCI INC 11,213 36,613
NESTLE ADR 32,799 122,940
NEW YORK TIMES 24,033 52,234
NEXTERA ENERGY 72,983 123,563
NEXTRACKER INC CLASS A 21,860 18,752
NOVO NORDISK 43,188 181,280
NOVONESIS (NOVOZYMES) 10,616 116,350
ON SEMICONDUCTOR CORP 50,559 44,900
PEPSICO 50,728 84,444
PROLOGIS 89,153 71,317
REGENCY CTRS CORP 60,699 59,090
RELX PLC 15,331 16,058
ROCKWELL AUTOMATION 60,353 165,168
S&P GLOGAL 45,875 49,060
SCHNEIDER ELECTRIC 51,525 69,714
SHERWIN WILLIAMS CO 33,511 44,765
STONE RIDGE HIGH YLD REINSURANCE 185,720 178,145
SUNWEALTH LOAN COMPANY 25,000 25,000
T-MOBILE 83,745 114,517
TERADYNE 34,565 44,487
TOMRA SYSTEMS 25,442 83,757
UNION PACIFIC 39,155 80,096
UNITED RENTALS 37,470 97,010
VANGUARD TOTAL BOND MARKET 179,769 181,566
VERALTO CORP 24,307 28,641
VERMONT COMMUNITY LOAN FUND 75,000 75,000
VERTEX PHARMACEUTICALS 16,364 16,405
VERTIV HOLDINGS 24,489 38,957
VISA 60,129 170,606
VOLKSWAGEN 39,107 33,889
WASTE MANAGEMENT INC 59,096 147,205
XYLEM INC. 32,458 135,630
YANDEX 3,701 4,334
ZOETIS 51,371 48,541

TY 2023 InvestmentsGovtObligationsSch
Name:
FRESH SOUND FOUNDATION INC
EIN:
06-1428363
US Government Securities - End of Year Book Value:

1,208,248
US Government Securities - End of Year Fair Market Value:

1,209,366
State & Local Government Securities - End of Year Book Value:


97,311
State & Local Government Securities - End of Year Fair Market Value:


96,768


TY 2023 InvestmentsOtherSchedule2
Name:
FRESH SOUND FOUNDATION INC
EIN:
06-1428363
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
COLCHIS MARLETTE INCOME FUND AT COST 5,674 9,811
FOUNDERS FIRST CHANGE CATALYST AT COST 200,000 200,000
INCOME & IMPACT FUND AT COST 14,228 0
MARLETTE FUNDING AT COST 37,700 65,111
SUN INITIATIVE FINANCING AT COST 50,000 50,000

TY 2023 OtherExpensesSchedule
Name:
FRESH SOUND FOUNDATION INC
EIN:
06-1428363
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 874 874   0
PHILANTHROPIC ADVISORY 94,646 0   94,646
FILING FEES 135 135   0
SOFTWARE & WEB SERVICES 3,729 0   3,729


TY 2023 OtherIncreasesSchedule
Name:
FRESH SOUND FOUNDATION INC
EIN:
06-1428363
Description Amount
NET ASSET ADJUSTMENT 1,495


TY 2023 OtherProfessionalFeesSchedule
Name:
FRESH SOUND FOUNDATION INC
EIN:
06-1428363
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 84,409 84,409   0


TY 2023 TaxesSchedule
Name:
FRESH SOUND FOUNDATION INC
EIN:
06-1428363
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 4,176 4,176   0
FEDERAL EXCISE 9,200 0   0