TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
E JOSEPH EVANS CHARITABLE TRUST
JANET ALFIERI TRUSTEE

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1650
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
PLYMOUTH, MA02360

A Employer identification number

04-6269182

B Telephone number (see instructions)

(781) 588-4190

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$1,733,029J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	12,337		12,337
4	Dividends and interest from securities...	19,035		19,035
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		-10,335
b	Gross sales price for all assets on line 6a 686,791
7	Capital gain net income (from Part IV, line 2)...			0
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........	21,037		31,372
13	Compensation of officers, directors, trustees, etc.	16,000		16,000	16,000
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	4,300	4,300	0
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	1,062	1,062	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	18,412	18,412	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	39,774		39,774	16,000
25	Contributions, gifts, grants paid.......	115,000			115,000
26	Total expenses and disbursements. Add lines 24 and 25	154,774		39,774	131,000
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-133,737
b	Net investment income (if negative, enter -0-)			0
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............		1	1
	2	Savings and temporary cash investments.........	78,208	99,633	99,633
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	247,130	List of Attached Documents: // Content 206,816	193,110
	b	Investments—corporate stock (attach schedule).......	1,281,766	List of Attached Documents: // Content 1,146,957	1,291,176
	c	Investments—corporate bonds (attach schedule).......	175,794	List of Attached Documents: // Content 166,002	149,109
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,782,898	1,619,409	1,733,029
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,873,049	1,873,049
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	-90,151	-253,640
	29	Total net assets or fund balances (see instructions).....	1,782,898	1,619,409
	30	Total liabilities and net assets/fund balances (see instructions).	1,782,898	1,619,409

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

1,782,898

Enter amount from Part I, line 27a .....................

-133,737

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

1,649,161

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

29,752

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

1,619,409

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
1 a	BROADCOM	P
b	COPART INC	P
c	COSTAR INC	P
d	LILY ELI & CO	P
e	META PLATFORMS	P
	MSCI	P
	NETFLIX	P
	PALO ALTO NETWORKS	P
	ROPER TECHNOLOGIES	P
	ROSS STORES	P
	SHOPIFY INC	P
	THERMO FISHER SCNTFC	P
	ALPHABET INC	P
	AMAZON	P
	APPLE	P
	ASML HOLDING	P
	BLACKSTONE INC	P
	BOSTON SCIENTIFIC	P
	CADENCE	P
	CHENIERE ENERGY	P
	CHIPOTLE MEXICAN	P
	DANAHER	P
	EVOLUTION AB	P
	IDEXX LABS	P
	INTUIT	P
	INTUITIVE SURGICAL	P
	KLA CORP	P
	LVMH MOET HENNESSY	P
	MASTERCARD	P
	MICROSOFT CORP	P
	NIKE INC	P
	NVIDIA CORP	P
	ROSS STORES	P
	S&P GLOBAL	P
	SERVICE NOW INC	P
	SHERWIN WILLIAMS	P
	TESLA INC	P
	TRANSDIGN GROUP	P
	UNITED HEALTH	P
	VERAL TO CORP	P
	VISA INC	P
	WASTE CONNECTIONS	P
	ZOETIS INC	P
	BAT INTERNATIONAL FINANCE	P
	GOLDMAN SACHS GROUP	P
	US TREASURY NOTES	P
	US TREASURY NOTES	P
	US TREASURY NOTES	P
	US TREASURY NOTES	P
	FHLMC SUPER 30 Y	P
	FHLMC SUPER 30Y	P
	FED NATIONAL MTG ASSN	P
	FED NATIONAL MTG ASSN	P
	FNMA PASS THRU	P
	FNMA PASS THRU	P
	FNMA PASS THRU	P
	FED NATIONAL MTG ASSN	P
	FED NATIONAL MTG ASSN	P
	FED NATIONAL MTG ASSN	P
	FED NATIONAL MTG ASSN	P
	FED NATIONAL MTG ASSN	P
	FED NATIONAL MTG ASSN	P
	US TREAS NOTES	P
	AMAZON	P
	APPLE	P
	BANK OF AMERICA	P
	CROWN CASTLE INC	P
	JP MORGAN CHASE	P
	MASTERCARD	P
	MICROSOFT CORP	P
	MORGAN STANLEY	P
	US TREASURY NOTE	P
	US TREASURY NOTE	P
	US TREASURY NOTE	P
	US TREASURY NOTE	P
	US TREASURY NOTE	P
	US TREASURY NOTE	P
	US TREASURY NOTE	P
	US TREASURY NOTE	P
	US TREASURY NOTE	P
	US TREASURY NOTE	P
	US TREASURY NOTE	P
	US TREASURY NOTE	P
	CAPITAL ONE FINL	P
	ENBRIDGE INC	P
	ROGERS COMMUNICTION	P
	FTX CORP	P
	T-MOBILE	P
	TRUIST FINL CORP	P
	US T NOTE	P
	ALIBABA GROUP	P
	BANCO DO BRASIL	P
	BEIERSDORF AG	P
	CELLNEX TELECOM	P
	DARCHI SANKYO	P
	EPIROC AB	P
	EQUINIX INC	P
	GXO LOGISTICS	P
	INDITEX	P
	INFINEON	P
	KERING ADR UNSPONSORED	P
	LONZA GROUP	P
	MAKITA CORP AD	P
	NIDEC CORP	P
	PAYPAL HOLDINGS	P
	PRUDENTIAL ADR	P
	ROCHE HOLDINGS	P
	KONINKLLIJKE DSM	P
	SEA LIMITED	P
	STANDARD CHARTERED	P
	TENCENT HOLDINGS	P
	UNICREDIT SPA	P
	VESTAS WIND SYSTEMS	P
	XP INC	P
	ASML HOLDINGS	P
	AIR LIQUIDE	P
	BAKER HUGHES	P
	DCANADIAN NATIONAL RAILWAYS	P
	CELLNEX TELECOM	P
	EPIROC ADR	P
	EQUINIX INC	P
	GXO LOGISTICS	P
	HEXAGON AB ADR	P
	INFINEON TECH	P
	INTESA SANPAOLO	P
	MTU AERO ENGINES	P
	NOVO NORDISK	P
	ROCHE HOLDINGS	P
	KONINLIJKE DSM	P
	SONY GROUP	P
	TENCENT HOLDINGS LIMITED	P
	UNICREDIT SPA	P
	VESTAS WIND SYSTEMS	P
	ALTRIA GROUP	P
	EQT CORP	P
	EDISON INT'L	P
	F&G ANNUITIES	P
	FIRST CITIZENS BANCSHARES	P
	ELI LILLY & COMP	P
	MICRON TECHNOLOGY	P
	MONDELEZ INT'L	P
	WALMART	P
	CENCORA INC	P
	APOLLO GLOBAL	P
	ASTRAZENECA ADR	P
	BP ADR	P
	CAPITAL ONE FINCL	P
	CATERPILLAR INC	P
	CISCO SYSTEMS	P
	COMCAST CORP	P
	CONOCO PHILLIPS	P
	CONSTELLATION BRANDS	P
	CORTEVA INC	P
	EQUITABLE HOLDINGS	P
	FOX CORP	P
	GE HEALTHCARE TECH	P
	GALLAGHER & CO	P
	GENERAL ELECTRIC	P
	GENERAL MOTORS	P
	HESS CORP	P
	HUMANA INC	P
	JP MORGAN CHASE	P
	KONNINKLIJKE PHILIPS	P
	LABORATORY CORP	P
	MICROSOFT CORP	P
	PPG INDUSTRIES	P
	PUBLIC SERVICE ENT	P
	RTX CORP	P
	ROSS STORES	P
	SANOFF ADR	P
	SCHWAB CORP	P
	SEMPRA COM	P
	VISA INC	P
	WILLIAMS COMPANIES	P
	ZIMMER BIOMET	P
	MEDTRONIC PLC	P
	TENCENT HOLDINGS LIMITED	P
	ADYEN NV	P
	ADVANCED MICRO DEVICES	P
	ASTRAZENECA ADR	P
	BOSTON SCIENTIFIC	P
	CINTAS CORP	P
	IDEXX LABS	P
	MARVELL TECH	P
	MATCH GROUP INC	P
	PROLOGIS INC	P
	THERMO FISHER	P
	ADYEN NV ADR	P
	BILL HOLDINGS INC	P
	IDEXX LABS	P
	LVMH MOET HENNESSY	P
	MARVELL TECH	P
	MATCH GROUP	P
	NIKE INC	P
	S&P GLOBAL INC	P
	SERVICENOW INC	P
	TRANSDIOM GROUP	P
	AOETIS INC	P
	ASML HOLDING	P
	AIR LIQUIDE	P
	BAKER HUGHES	P
	INFINEON TECH	P
	LONZA GROUP	P
	MTU AERO ENGINE	P
	NOVO-NORDISK	P
	RESCRUIT CO	P
	STANDARD CHARTERED	P
	SUNCOR ENERGY	P
	THERMO FISHER	P
	BANCO DO BRASIL	P
	CHART INDUSTRIES	P
	FERRARI NV	P
	FREEPORT MCMORAN	P
	HEINEKEN NV	P
	INFINEON TECH	P
	LASERTEC CORP	P
	LONZA GROUP	P
	NIDEC CORP	P
	SMITH & NEPHEW GROUP	P
	SUNRISE AG	P
	UBS GROUP	P
	VISTAS WIND	P
	AT&T	P
	ALLEGION PUBLIC LTD	P
	AMER ELECTRIC PWR	P
	BP PLC	P
	CARLYLE GROUP	P
	CISCO SYSTEMS INC	P
	CITIZENS FINL GROUP	P
	COMCAST CORP	P
	CROWN CASTLE	P
	GOLDMAN SACHS	P
	INTERCONTINENTAL	P
	INTL FLAVORS & FRAG	P
	KRAFT HEINZ	P
	PG&E CORP	P
	PRUDENTIAL PLC	P
	SEMPRA	P
	SONY GROUP	P
	SUNCOR ENERGY	P
	TAIWAN SEMICONDUCTR	P
	ACTIVISION BLIZZARD	P
	ALLSTATE CORP	P
	AMERICAN INTL GROUP	P
	APOLLO GLOBAL	P
	ARTHUR J GALLAGHER	P
	ALSTRAZENICA CA PLC	P
	BAXTER INT'L	P
	CARDINAL HEALTH	P
	CATERPILLAR INC	P
	CENCORA INC	P
	CHARLES SCHWAB	P
	CITIGROUP	P
	COGNIZANT TECH	P
	COMCAST CORP	P
	CONOCOPHILLIPS	P
	CONSTELLATIN BRAND	P
	DOLLAR GENERAL	P
	ELEVANCE HEALTH	P
	EXELON CORP	P
	FIDELITY NATL FINL	P
	FIDELITY NATL INFO	P
	FIRST CITIZENS	P
	FORTREA HOLDINGS	P
	FOX CORP	P
	GENERAL ELECTRIC	P
	GENERAL MOTORS	P
	HUMANA	P
	JPMORGAN CHASE	P
	KONINKLIJKE PHILIPS	P
	LAB CO OF AMER	P
	LEAR CORP	P
	L3HARRIS HTEC	P
	MEDTRONIC PLC	P
	MICRON TECH	P
	MICROSOFT CORP	P
	NEWELL BRANDS	P
	NOVO-NORDISK	P
	PPG INDUSTRIES	P
	PUB SVC ENTER	P
	RALPH LAUREN CORP	P
	RAYMOND JAMES	P
	RODGERS COMM	P
	ROSS TORES	P
	RTX CORP	P
	SANOFLS	P
	SEALED AIR CORP	P
	SHELL PLC	P
	SS&C TECH	P
	THE CIGNA GROUP.	P
	UNILEVER	P
	UNION PACIFIC CORP	P
	VERIZON COMM	P
	VISA INC	P
	WELLS FARGO	P
	WILLIAMS COS INC	P
	WILLIS TOWERS	P
	AIMMER BIOME	P
	WASH SALE ADJUSTMENT	P
	TREASURY ADJUSTMENT	P
	ADJUSTMENT	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	906	811	95
b	330	316	14
c	252	238	14
d	1,773	1,374	399
e	639	614	25
	521	555	-34
	2,315	1,830	485
	581	506	75
	1,068	977	91
	398	351	47
	435	383	52
	989	1,126	-137
	4,674	2,528	2,146
	4,367	4,897	-530
	3,469	3,097	372
	1,393	1,349	44
	681	602	79
	603	471	132
	776	562	214
	2,572	2,492	80
	3,655	2,910	745
	661	770	-109
	6,644	8,748	-2,104
	523	372	151
	2,267	2,191	76
	929	844	85
	4,545	2,636	1,909
	613	580	33
	2,909	2,578	331
	3,687	3,120	567
	4,648	6,197	-1,549
	3,228	2,128	1,100
	1,071	935	136
	1,257	1,170	87
	692	585	107
	576	565	11
	1,951	3,167	-1,216
	3,433	2,662	771
	1,650	1,523	127
	739	622	117
	2,036	1,740	296
	418	426	-8
	545	346	199
	6,203	7,008	-805
	4,183	5,115	-932
	5,685	6,086	-401
	4,491	4,936	-445
	5,407	5,987	-580
	4,934	5,975	-1,041
	691	691	0
	1,028	1,028	0
	2,538	2,538	0
	677	677	0
	377	377	0
	3,311	3,311	0
	1,489	1,489	0
	2,160	2,160	0
	3,268	3,268	0
	1,769	1,769	0
	5,027	5,027	0
	119	119	0
	510	510	0
	6,290	6,907	-617
	1,635	1,934	-299
	3,268	4,936	-1,668
	1,786	2,029	-243
	3,021	4,624	-1,603
	1,867	2,214	-347
	1,844	2,230	-386
	1,789	2,779	-990
	842	1,208	-366
	2,818	2,961	-143
	922	1,111	-189
	6,151	6,538	-387
	2,933	2,994	-61
	1,906	2,074	-168
	15,214	17,001	-1,787
	2,720	2,999	-279
	864	987	-123
	1,425	2,066	-641
	909	976	-67
	1,365	1,885	-520
	1,203	1,802	-599
	1,886	1,955	-69
	2,231	2,062	169
	1,633	1,420	213
	2,227	2,068	159
	1,937	1,942	-5
	1,955	1,968	-13
	973	975	-2
	2,603	3,839	-1,236
	3,536	2,649	887
	1,301	1,015	286
	1,807	2,517	-710
	6,804	4,990	1,814
	1,142	1,223	-81
	4,023	3,660	363
	2,849	3,956	-1,107
	7,393	5,067	2,326
	207	203	4
	9,256	7,734	1,522
	3,797	3,115	682
	6,796	6,941	-145
	1,354	1,282	72
	6,380	8,537	-2,157
	7,072	4,685	2,387
	7,809	9,540	-1,731
	5,228	6,621	-1,393
	2,730	3,867	-1,137
	1,809	1,752	57
	1,794	1,510	284
	5,900	3,435	2,465
	4,486	3,697	789
	2,940	1,789	1,151
	3,822	3,693	129
	8,723	7,924	799
	1,972	1,365	607
	2,348	2,631	-283
	1,279	2,242	-963
	3,300	3,741	-441
	5,550	4,851	699
	1,017	1,796	-779
	3,296	4,105	-809
	4,555	4,726	-171
	4,424	4,752	-328
	720	661	59
	5,507	4,142	1,365
	3,938	5,032	-1,094
	4,913	7,245	-2,332
	2,752	2,957	-205
	9,533	12,063	-2,530
	2,819	1,247	1,572
	4,514	5,752	-1,238
	2,449	2,306	143
	4,520	3,681	839
	2,065	2,219	-154
	128	116	12
	1,343	791	552
	4,519	3,247	1,272
	1,178	1,282	-104
	2,547	2,536	11
	5,711	4,883	828
	1,351	971	380
	6,025	4,628	1,397
	6,278	5,055	1,223
	3,094	2,327	767
	2,537	3,788	-1,251
	1,051	854	197
	1,154	1,263	-109
	2,559	1,690	869
	4,760	2,453	2,307
	1,560	1,422	138
	2,263	1,657	606
	2,546	3,324	-778
	1,255	1,381	-126
	1,047	1,029	18
	1,280	879	401
	2,576	2,149	427
	1,246	1,903	-657
	5,487	3,539	1,948
	2,052	1,754	298
	3,314	1,681	1,633
	9	23	-14
	1,053	1,147	-94
	2,409	1,736	673
	2,892	3,442	-550
	1,228	1,243	-15
	2,255	2,046	209
	3,628	3,489	139
	1,090	1,053	37
	2,314	2,612	-298
	1,282	1,092	190
	2,091	2,040	51
	2,485	1,978	507
	3,634	4,710	-1,076
	1,241	1,747	-506
	440		440
	1,182	1,063	119
	9,280	7,698	1,582
	5,922	5,212	710
	1,019	842	177
	4,540	3,696	844
	3,231	2,635	596
	726	1,013	-287
	953	1,006	-53
	3,758	3,973	-215
	582	523	59
	1,883	2,151	-268
	1,508	3,325	-1,817
	1,010	753	257
	5,120	4,492	628
	2,255	2,992	-737
	5,129	13,789	-8,660
	2,378	2,950	-572
	1,382	1,519	-137
	2,980	2,883	97
	1,599	1,224	375
	3,886	1,413	2,473
	1,247	1,339	-92
	4,230	3,435	795
	2,061	1,884	177
	3,026	3,421	-395
	1,975	2,670	-695
	2,509	2,910	-401
	1,770	884	886
	4,465	6,892	-2,427
	1,923	1,691	232
	3,360	3,251	109
	2,859	3,372	-513
	4,294	3,648	646
	2,562	2,114	448
	729	605	124
	725	758	-33
	5,684	6,628	-944
	499	606	-107
	2,259	1,703	556
	4,169	6,228	-2,059
	3,279	4,648	-1,369
	4,136	5,030	-894
	6,665	8,134	-1,469
	2,737	2,130	607
	1,322	1,127	195
	271	310	-39
	315	319	-4
	479	515	-36
	874	919	-45
	248	217	31
	909	1,074	-165
	266	369	-103
	502	506	-4
	235	202	33
	687	680	7
	338	325	13
	305	326	-21
	1,238	1,440	-202
	361	373	-12
	400	523	-123
	436	439	-3
	625	665	-40
	184	201	-17
	196	205	-9
	3,705	2,596	1,109
	417	404	13
	1,052	972	80
	2,209	1,538	671
	241	147	94
	256	236	20
	898	1,376	-478
	741	491	250
	2,988	2,449	539
	200	139	61
	187	224	-37
	1,840	3,027	-1,187
	4,501	4,746	-245
	377	509	-132
	220	161	59
	1,175	1,187	-12
	808	1,411	-603
	956	777	179
	352	374	-22
	651	627	24
	841	2,046	-1,205
	1,425	791	634
	157	202	-45
	294	373	-79
	2,161	1,754	407
	1,067	1,942	-875
	488	459	29
	1,957	1,262	695
	1,601	4,601	-3,000
	3,364	3,669	-305
	1,482	1,447	35
	992	1,182	-190
	1,025	1,622	-597
	1,822	1,683	139
	1,106	845	261
	215	747	-532
	2,676	1,642	1,034
	286	282	4
	314	327	-13
	392	336	56
	422	355	67
	368	409	-41
	398	293	105
	662	712	-50
	881	1,062	-181
	719	1,470	-751
	1,078	1,008	70
	1,088	1,406	-318
	514	515	-1
	1,005	1,266	-261
	467	487	-20
	772	1,003	-231
	763	680	83
	1,751	1,839	-88
	825	688	137
	483	487	-4
	462	650	-188
	3,881		3,881
	249		249
	43		43

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			95
b			14
c			14
d			399
e			25
			-34
			485
			75
			91
			47
			52
			-137
			2,146
			-530
			372
			44
			79
			132
			214
			80
			745
			-109
			-2,104
			151
			76
			85
			1,909
			33
			331
			567
			-1,549
			1,100
			136
			87
			107
			11
			-1,216
			771
			127
			117
			296
			-8
			199
			-805
			-932
			-401
			-445
			-580
			-1,041
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			-617
			-299
			-1,668
			-243
			-1,603
			-347
			-386
			-990
			-366
			-143
			-189
			-387
			-61
			-168
			-1,787
			-279
			-123
			-641
			-67
			-520
			-599
			-69
			169
			213
			159
			-5
			-13
			-2
			-1,236
			887
			286
			-710
			1,814
			-81
			363
			-1,107
			2,326
			4
			1,522
			682
			-145
			72
			-2,157
			2,387
			-1,731
			-1,393
			-1,137
			57
			284
			2,465
			789
			1,151
			129
			799
			607
			-283
			-963
			-441
			699
			-779
			-809
			-171
			-328
			59
			1,365
			-1,094
			-2,332
			-205
			-2,530
			1,572
			-1,238
			143
			839
			-154
			12
			552
			1,272
			-104
			11
			828
			380
			1,397
			1,223
			767
			-1,251
			197
			-109
			869
			2,307
			138
			606
			-778
			-126
			18
			401
			427
			-657
			1,948
			298
			1,633
			-14
			-94
			673
			-550
			-15
			209
			139
			37
			-298
			190
			51
			507
			-1,076
			-506
			440
			119
			1,582
			710
			177
			844
			596
			-287
			-53
			-215
			59
			-268
			-1,817
			257
			628
			-737
			-8,660
			-572
			-137
			97
			375
			2,473
			-92
			795
			177
			-395
			-695
			-401
			886
			-2,427
			232
			109
			-513
			646
			448
			124
			-33
			-944
			-107
			556
			-2,059
			-1,369
			-894
			-1,469
			607
			195
			-39
			-4
			-36
			-45
			31
			-165
			-103
			-4
			33
			7
			13
			-21
			-202
			-12
			-123
			-3
			-40
			-17
			-9
			1,109
			13
			80
			671
			94
			20
			-478
			250
			539
			61
			-37
			-1,187
			-245
			-132
			59
			-12
			-603
			179
			-22
			24
			-1,205
			634
			-45
			-79
			407
			-875
			29
			695
			-3,000
			-305
			35
			-190
			-597
			139
			261
			-532
			1,034
			4
			-13
			56
			67
			-41
			105
			-50
			-181
			-751
			70
			-318
			-1
			-261
			-20
			-231
			83
			-88
			137
			-4
			-188
			3,881
			249
			43

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	-10,335
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	0
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	0
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	0
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	659
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	659
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	659
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax659	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

JANET ALFIERI TRUSTEE Telephone no. right arrow

(508) 746-6303

Located at right arrow

15 BUMPUS ROADPLYMOUTHMA ZIP+4 right arrow

02360

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
JANET ALFIERI	TRUSTEE 3.00	16,000	0	0
7 SOUTH PARK AVENUE PLYMOUTH,MA02360	TRUSTEE 3.00	16,000	0	0

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...................				0

Form 990-PF (2023)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,617,755

Average of monthly cash balances.......................

38,416

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

1,656,171

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,656,171

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

24,843

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

1,631,328

Minimum investment return. Enter 5% (0.05) of line 5................

81,566

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.)

Minimum investment return from Part IX, line 6..................

81,566

Tax on investment income for 2022 from Part V, line 5.......

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

Distributable amount before adjustments. Subtract line 2c from line 1............

81,566

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

81,566

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

81,566

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

131,000

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

131,000

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					81,566
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......	16,072
b From 2019......	31,097
c From 2020......	38,522
d From 2021......	37,149
e From 2022......	4,773
f Total of lines 3a through e ........		127,613
4Qualifying distributions for 2023 from Part
XI, line 4: $ 131,000
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.....					81,566
e Remaining amount distributed out of corpus		49,434
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		177,047
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) ...		16,072
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		160,975
10 Analysis of line 9:
a Excess from 2019....	31,097
b Excess from 2020....	38,522
c Excess from 2021....	37,149
d Excess from 2022....	4,773
e Excess from 2023....	49,434

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ALZHEIMERS FOUNDATION 322 8TH AVE 7TH FLOOR NEW YORK,NY10001	NONE	NONPROFIT	PROVIDE SUPPORT SERVICES AND EDUCATION TO INDIVIDUALS, FAMILIES AND CAREGIVERS AFFECTED BY ALZHEIMER'S DISEASE	5,000
BLACK FEATHER HORSE RESCUE PO BOX 3145 PLYMOUTH,MA02361	NONE	EXEMPT ORG	TO IMPORVE THE HEALTH AND WELL BEING OF ABUSED, INJURED AND NEGLECTED HORSES.	5,000
BOYS AND GIRLS CLUB OF PLYMOUTH 9 RESNICK ROAD PLYMOUTH,MA02360	NONE	NONPROFIT	TO INSPIRE AND ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED IT MOST TO REALIZE THEIR FULL POTENTIAL AS PRODUCTIVE, RESPONSIBLE AND CARING CITIZENS.	5,000
CHARITY NAVIGATOR 139 HARRISTOWN ROAD SUITE 201 GLEN ROCK,NJ07452	NONE	EXEMPT ORG	GUIDE TO INTELLIGENT GIVING	1,000
FARM AID 501 CAMBRIDGE STREET 3RD FLOOR CAMBRIDGE,MA02141	NONE	EXEMPT ORG	HELP BUILD A SYSTEM OF AGRICULTURE THAT VALUES FAMILY FARMERS, GOOD FOOD, SOIL AND WATER AND STRONG COMMUNITIES.	5,000
FEEDING AMERICA 35 EAST WACKER DRIVE SUITE 2000 CHICAGO,IL60601	NONE	NONPROFIT	PROVIDING FOOD FOR THE POOR	10,000
HABITAT FOR HUMANITY OF GREATER PLYMOUTH PO BOX 346 CARVER,MA02366		NONPROFIT	HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD STRENGTH, STABILITY AND SELF-RELIANCE THROUGH SHELTER.	10,000
NEIGHBORWORKS HOUSING SOLUTIONS 169 SUMMER STREET KINGSTON,MA02364	NONE	NONPROFIT	TO HELP FIND AFFORDABLE HOUSING AS A WAY FOR INDIVIDUALS AND FAMILIES GAIN STABILITY IN THEIR LIVES.	5,000
MR HOLLAND'S OPUS FOUNDATION 4370 TUNJANGA AVE SUITE 330 STUDIO CITY,CA91604	NONE	NONPROFIT	TO KEEP MUSIC ALIVE IN OUR SCHOOLS BY PROVIDING VITAL SUPPORT SERVICES TO SCHOOL DISTRICTS, AND NEW MUSICAL INSTRUMENTS TO UNDERFUNDED MUSIC PROGRAMS NATIONWIDE, GIVING UNDER-REPRESENTED YOUTH ACCESS TO THE MANY BENEFITS OF MUSIC EDUCATION, LEADING THEM TO SUCCESS IN SCHOOL, AND INSPIRING CREATIVITY AND EXPRESSION THROUGH PLAYING MUSIC.	5,000
NATHAN HALE FOUNDATION 116 LONG POND ROAD PLYMOUTH,MA02360	NONE	NONPROFIT	OFFERS DIRECT SERVICE TO THE HEALTH AND WELFARE OF OUR VETERANS AND ACTIVE DUTY MILITARY INCLUDING TRANSPORTATION SERVICES, READJUSTMENT COUNSELING, FOOD ASSISTANCE AND A CREATIVE ARTS PROGRAM.	5,000
OLD COLONY YMCA (CAMP CLARK) 200 HEDGES POND ROAD PLYMOUTH,MA02360	NONE	NONPROFIT	TO PROVIDE CAMP SCHOLARSHIPS FOR UNDERPRIVELAGED CHILDREN	5,000
PLYMOUTH EDUCATION FOUNDATION 15 CASWELL LANE PLYMOUTH,MA02360	NONE	NONPROFIT	THE PURPOSE OF THE FOUNDATION IS TO SOLICIT, MANAGE, AND DISTRIBUTE FUNDS FOR EDUCATIONAL PURPOSES AND ACTIVITIES WHICH MAY NOT BE FUNDED BY THE PLYMOUTH PUBLIC SCHOOLS.	5,000
PLYMOUTH PUBLIC LIBRARY 132 SOUTH STREET PLYMOUTH,MA02360	NONE	EXEMPT ORG	TO HELP SUPPORT AND MAINTAIN THE LIBRARY IN PLYMOUTH MASS	10,000
PLYMOUTH TASK FORCE TO END HOMELESSNESS PO BOX 3896 PLYMOUTH,MA02361	NONE	NONPROFIT	DEDICATED TO ENDING HOMELESSNESS IN THE PLYMOUTH AREA FOCUSING ON FINDING PERMANENT HOUSING WITH SUPPORTIVE SERVICES AND PROVIDING EMERGENCY SHELTER DURING WINTER MONTHS.	5,000
PRISON BOOK PROGRAM 1306 HANCOCK STREET SUITE 100 QUINCY,MA02169	NONE	EXEMPT ORG	TO GIVE PRISONERS A CHANCE TO IMPROVE THEMSELVES THROUGH READING	2,500
TALKING INFORMATION CENTER 130 ENTERPRISE DRIVE MARSHFIELD,MA02050	NONE	NONPROFIT	STAFF AND VOLUNTEERS PROVIDE HUMAN VOICE(D) BROADCASTS OF LOCAL NEWS, ARTICLES, AND ITEMS OF INTEREST TO VISUALLY IMPAIRED AND OTHERWISE DISABLED LISTENERS THROUGHOUT MASSACHUSETTS TO PROMOTE INDEPENDENCE AND ENRICH QUALITY OF LIFE."	2,500
WIKIMEDIA FOUNDATION INC 1 MONTGOMERY STREET SUITE 1600 SAN FRANCISCO,CA94104	NONE	EXEMPT ORG	TO PROVIDE ESSENTIAL INFRASTRUCTURE FOR FREE KNOWLEDGE	2,000
WILDLANDS TRUST INC 675 LONG POND ROAD PLYMOUTH,MA02360	NONE	NONPROFIT	TO PERMANENTLY PROTECT AND STEWARD IMPORTANT HABITATS AND LANDSCAPES.	5,000
WOODS HOLE OCEANOGRAPHIC INSTITUTE 86 WATER STREET WOODS HOLE,MA02543	NONE	NONPROFIT	TO HELP UNDERSTAND ALL FACETS OF THE OCEAN AS WELL AS ITS COMPLEX CONNECTIONS WITH EARTH'S ATMOSPHERE, LAND, ICE, SEAFLOOR, AND LIFEINCLUDING HUMANITY.	5,000
ACLU FOUNDATION OF MASSACHUSETTS ONE CENTER PLAZA SUITE 850 BOSTON,MA02108	NONE	NONPROFIT	TO PROVIDE ASSISTANCE TO THE AMERICAN CIVIL LIBERTIES UNION WHICH WORKS EVERY DAY IN THE COURTS, IN THE LEGISLATURE, AND IN COMMUNITIES TO DEFEND AND PRESERVE THE INDIVIDUAL RIGHTS AND LIBERTIES GUARANTEED BY THE CONSTITUTION, BILL RIGHTS, AND LAWS OF THE UNITED STATES.	5,000
INTERNET ARCHIVE 300 FUNSTONE AVE SAN FRANCISCO,CA94118	NONE	NONPROFIT	TO ASSIST THE INTERNET ARCHIVE IN RUNNING A DIGITAL LIBRARY WEBSITE, ARCHIVE.ORG. IT PROVIDES FREE ACCESS TO COLLECTIONS OF DIGITIZED MATERIALS INCLUDING WEBSITES, SOFTWARE APPLICATIONS, MUSIC, AUDIOVISUAL, AND PRINT MATERIALS.	2,000
PLYMOUTH INDEPENDENT 15 RICHARDS ROAD PLYMOUTH,MA02360	NONE	NONPROFIT	TO ASSIST A LOCAL NEWSPAPER, THE PLYMOUTH INDEPENDENT DIG DEEPLY INTO ISSUES THAT AFFECT THE QUALITY OF LIFE FOR ALL OF US ISSUES THAT INCLUDE EDUCATION, THE ENVIRONMENT, PUBLIC SAFETY, DEVELOPMENT, TOWN AND COUNTY SPENDING DECISIONS, AND PLYMOUTH'S VIBRANT ARTS AND CULTURE SCENE. OUR GOAL IS TO PROMOTE TRANSPARENCY, ACCOUNTABILITY AND COMMUNITY ENGAGEMENT THROUGH RELIABLE, FACT-BASED REPORTING.	10,000
Total ................................. 3a				115,000

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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	12,337
4 Dividends and interest from securities ....			14	19,035
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	-10,335
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		21,037	0

13Total. Add line 12, columns (b), (d), and (e)..................

21,037

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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.)
N/A	N/A

Form 990-PF (2023)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

E JOSEPH EVANS CHARITABLE TRUST

JANET ALFIERI TRUSTEE

EIN:

04-6269182

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	4,300	4,300		0

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

E JOSEPH EVANS CHARITABLE TRUST

JANET ALFIERI TRUSTEE

EIN:

04-6269182

Name of Bond	End of Year Book Value	End of Year Fair Market Value
SCHWAB #5317 DETAIL AVAILABLE UPON REQUEST	166,002	149,109

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

E JOSEPH EVANS CHARITABLE TRUST

JANET ALFIERI TRUSTEE

EIN:

04-6269182

Name of Stock	End of Year Book Value	End of Year Fair Market Value
SCHWAB #1863 DETAIL AVAILABLE UPON REQUEST	300,424	432,874
SCHWAB #2124 DETAIL AVAILABLE UPON REQUEST	230,662	260,227
SCHWAB #6980 DETAIL AVAILABLE UPON REQUEST	430,527	438,012
SCHWAB #5317DETAIL AVAILABLE UPON REQUEST	185,344	160,063

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

E JOSEPH EVANS CHARITABLE TRUST

JANET ALFIERI TRUSTEE

EIN:

04-6269182

US Government Securities - End of Year Book Value:

206,816

US Government Securities - End of Year Fair Market Value:

193,110

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

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

- TIN:

TY 2023 OtherDecreasesSchedule

Name:

E JOSEPH EVANS CHARITABLE TRUST

JANET ALFIERI TRUSTEE

EIN:

04-6269182

Description	Amount
UNREALIZED GAIN/LOSS	29,752

- TIN:

TY 2023 OtherExpensesSchedule

Name:

E JOSEPH EVANS CHARITABLE TRUST

JANET ALFIERI TRUSTEE

EIN:

04-6269182

Description	Revenue and Expenses per Books	Net Investment Income
BANK FEES	14,197	14,197
SURETY BOND	3,910	3,910
POSTAGE	294	294
SUPPLIES	11	11

- TIN:

TY 2023 TaxesSchedule

Name:

E JOSEPH EVANS CHARITABLE TRUST

JANET ALFIERI TRUSTEE

EIN:

04-6269182

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
STATE FILING FEES	35	35		0
TD AMERITRADE FOREIGN TAXES	1,027	1,027		0