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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
EVELYN S AND K E BARRETT FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4 MARKET PLACE DR 204
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
YORK, ME03909
A Employer identification number

26-0472006
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$41,192,783J 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) 16,035,269
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 741,649 741,649 741,649
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,639,156
b Gross sales price for all assets on line 6a 32,650,191
7 Capital gain net income (from Part IV, line 2)... 2,639,156
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........ 19,416,074 3,380,805 741,649
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 277,325     170,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
5,873      
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
19,110      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
95,919 95,919 95,919  
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
32,162 4,387 4,387 10,901
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 10,510      
21 Travel, conferences, and meetings....... 1,048      
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
3,290      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 445,237 100,306 100,306 181,401
25 Contributions, gifts, grants paid....... 2,377,500 2,377,500
26 Total expenses and disbursements. Add lines 24 and 25 2,822,737 100,306 100,306 2,558,901
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 16,593,337
b Net investment income (if negative, enter -0-) 3,280,499
c Adjusted net income (if negative, enter -0-)... 641,343
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 225,626 146,446 146,446
2 Savings and temporary cash investments......... 573,606 1,559,503 1,559,503
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) 4,766,562 Click to see attachment
List of Attached Documents:
// Content
4,702,588 		4,733,429
b Investments—corporate stock (attach schedule)....... 11,319,990 Click to see attachment
List of Attached Documents:
// Content
24,160,165 		31,390,996
c Investments—corporate bonds (attach schedule)....... 418,045 Click to see attachment
List of Attached Documents:
// Content
3,328,464 		3,362,409
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,303,829 33,897,166 41,192,783
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 17,303,829 33,897,166
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)..... 17,303,829 33,897,166
30 Total liabilities and net assets/fund balances (see instructions). 17,303,829 33,897,166
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
17,303,829
2
Enter amount from Part I, line 27a .....................
2
16,593,337
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
33,897,166
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
33,897,166
Form 990-PF (2024)
Form 990-PF (2024)
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 1,150 shares Alphabet Inc. P 2000-01-01 2024-10-16
b 2,760 shares Alphabet Inc. P 2000-01-01 2024-12-10
c 5,042 shares Alphabet Inc. P 2000-01-01 2025-06-03
d 56 shares Meta Platfroms Inc. P 2000-01-01 2024-09-18
e 210 shares Meta Platfroms Inc. P 2000-01-01 2024-10-16
559 shares Meta Platfroms Inc. P 2000-01-01 2025-06-03
635 shares Amazon.com Inc. P 2024-04-17 2024-12-03
60 shares Autozone Inc. P 2000-01-01 2024-07-01
91 shares Autozone Inc. P 2000-01-01 2024-08-15
1,200 shares Home Depot Inc. P 2022-02-12 2024-09-18
3,930 shares Marathon Pete Corp. P 2000-01-01 2024-10-16
1,795 shares Marathon Pete Corp. P 2000-01-01 2025-06-03
1,370 shares Berkshire Hathaway Inc. P 2000-01-01 2024-07-01
467 shares Berkshire Hathaway Inc. P 2000-01-01 2024-08-05
3,995 shares Invesco S&P 500 P 2000-01-01 2024-08-07
3,980 shares Invesco S&P 500 P 2000-01-01 2024-07-01
4,285 shares SPDR Portfolio S&P 500 P 2000-01-01 2024-10-16
1,790 shares SPDR Portfolio S&P 500 P 2000-01-11 2024-10-31
4,355 shares SPDR S&P 500 P 2000-01-01 2024-12-03
1,830 shares LPL Financial Holdings Inc. P 2000-01-01 2024-08-13
230 shares Aon PLC P 2000-01-01 2024-08-07
390 shares Aon PLC P 2000-01-01 2024-09-18
5,505 shares Abbvie Inc. P 2000-01-01 2024-07-01
275 shares Abbvie Inc. P 2000-01-01 2025-04-11
397 shares Abbvie Inc. P 2000-01-01 2025-04-25
615 shares Amgen Inc. P 2000-01-01 2024-07-11
555 shares Amgen Inc. P 2000-01-01 2024-10-16
969 shares Amgen Inc. P 2000-01-01 2025-04-25
6,519 shares GE Healthcare Technologies P 2000-01-01 2024-09-18
3,190 shares Johnson & Johnson Co. P 2000-01-01 2024-09-09
1,485 shares Merck & Co. P 2000-01-01 2024-12-05
4,530 shares Merck & Co. P 2000-01-01 2025-01-24
185 shares Unitedhealth Group Inc. P 2000-01-01 2024-10-16
465 shares Unitedhealth Group Inc. P 2000-01-01 2025-04-25
2,830 shares Terex Corp. P 2000-01-01 2024-07-29
5,305 shares Terex Corp. P 2000-01-01 2024-11-11
2,750 shares WEX Inc. P 2000-01-01 2024-10-11
7,715 shares Nvent Electric PLC P 2000-01-01 2025-04-09
995 shares Adobe Systems Inc. P 2000-01-01 2024-09-27
1,367 shares Adobe Systems Inc. P 2000-01-01 2025-03-27
360 shares Apple Inc. P 2000-01-01 2024-12-03
600 shares Broadcom Inc. P 2000-01-01 2024-07-01
690 shares Broadcom Inc. P 2000-01-01 2024-10-16
2,965 shares Broadcom Inc. P 2000-01-01 2025-01-23
2,249 shares Broadcom Inc. P 2000-01-01 2025-06-03
1,500 shares CDW Corp. P 2000-01-01 2024-09-18
1,320 shares CDW Corp. P 2024-10-23 2025-06-03
16,000 shares HP Inc. P 2000-01-01 2024-09-09
735 shares Mastercard Inc. P 2000-01-01 2024-12-10
2,666 shares Microsoft Corp. P 2000-01-01 2024-09-18
3,775 shares Nvidia Corp. P 2000-01-01 2024-07-11
873 shares Otis Worldwide Corp P 2000-01-01 2024-09-18
5,425 shares Otis Worldwide Corp P 2000-01-01 2025-02-04
2,500 shares Texas Instruments Inc. P 2000-01-01 2024-09-18
825 shares Visa Inc. P 2000-01-01 2024-09-18
160 shares Visa Inc. P 2000-01-01 2025-04-11
515 shares Wasatch Core Growth P 2000-01-01 2024-12-03
7,523 shares Wasatch Core Growth P 2000-01-01 2025-04-09
1,735 shares NXP Semiconductor P 2000-01-01 2024-09-18
6,940 shares Exxon Mobil Corp. P 2000-01-01 2024-07-01
5,020 shares SPDR S&P 500 P 2024-02-05 2024-07-01
1,100 shares Cigna Corp. P 2000-01-01 2024-07-01
3,000 shares Taiwan Semiconductor P 2023-03-23 2024-07-01
715 shares ASML Holdings P 2000-01-01 2024-07-01
100,000 par Elevance Note P 2021-11-16 2024-12-02
105,000 par Cadence Design Note P 2021-11-16 2024-10-09
34695 shares Ishares Ibonds P 2000-01-01 2024-10-15
100,000 par Oracle Corp. Note P 2021-11-16 2025-05-25
350,000 par US Treasury Note P 2024-04-01 2025-02-28
170,000 par US Treasury Note P 2000-01-01 2024-08-15
50,000 par US Treasury Note P 2022-02-12 2025-02-15
50,000 par US Treasury Note P 2022-02-12 2025-05-15
30,000 par US Treasury Note P 2024-04-18 2025-04-30
400,000 par US Treasury Note P 2024-04-17 2025-02-15
500,000 par US Treasury Note P 2024-04-12 2025-03-17
1,200,000 par US Treasury Note P 2024-07-01 2025-06-04
2,800,000 par US Treasury Bill P 2023-10-18 2024-10-03
1,000,000 par US Treasury Bill P 2024-10-04 2024-11-14
100,000 par US Treasury Bill P 2025-04-17 2025-07-14
150,000 par US Treasury Bill P 2024-10-04 2024-12-31
350,000 par US Treasury Bill P 2024-08-14 2024-11-14
Wasatch Core Growth-capital gain dist. P 2000-01-01 2024-12-13
(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 191,343   213,264 -21,921
b 508,685   464,227 44,458
c 852,882   770,800 82,082
d 31,475   28,777 2,698
e 121,120   107,913 13,207
375,297   271,866 103,431
135,084   123,789 11,295
178,115   159,708 18,407
288,975   238,388 50,587
458,597   421,710 36,887
619,637   633,545 -13,908
295,453   271,024 24,429
559,370   480,584 78,786
200,626   118,585 82,041
649,386   678,240 -28,854
703,911   677,527 26,384
290,464   293,093 -2,629
120,031   120,537 -506
309,022   293,261 15,761
364,971   479,736 -114,765
75,481   74,149 1,332
136,257   114,561 21,696
934,767   785,265 149,502
46,406   53,766 -7,360
71,450   77,618 -6,168
201,006   193,003 8,003
179,584   162,696 16,888
269,343   266,357 2,986
578,111   442,025 136,086
532,627   533,894 -1,267
152,683   171,484 -18,801
437,258   506,254 -68,996
105,813   99,809 6,004
197,735   230,585 -32,850
190,334   163,784 26,550
304,492   294,470 10,022
584,447   503,689 80,758
356,584   526,520 -169,936
512,732   565,006 -52,274
545,477   663,210 -117,733
86,952   82,789 4,163
959,399   650,742 308,657
122,337   114,610 7,727
703,986   491,808 212,178
573,050   312,122 260,928
334,033   333,096 937
236,412   287,075 -50,663
547,702   490,871 56,831
388,053   367,581 20,472
1,154,928   815,277 339,651
492,617   425,405 67,212
82,503   83,871 -1,368
511,854   463,528 48,326
505,466   421,227 84,239
239,039   219,352 19,687
50,876   42,145 8,731
56,080   49,952 6,128
552,861   730,048 -177,187
405,749   406,174 -425
798,940   547,113 251,827
322,317   321,939 378
363,238   251,031 112,207
523,336   271,249 252,087
735,095   429,608 305,487
100,000   100,000  
105,000   105,000  
872,277   867,845 4,432
100,000   100,000  
350,000   342,856 7,144
170,000   170,000  
50,000   50,000  
50,000   49,605 395
30,000   28,569 1,431
400,000   387,866 12,134
500,000   484,578 15,422
1,200,000   1,199,945 55
2,659,215   2,659,215  
992,878   992,878  
95,452   95,452  
148,363   148,363  
345,531   345,531  
67,621     67,621
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       -21,921
b       44,458
c       82,082
d       2,698
e       13,207
      103,431
      11,295
      18,407
      50,587
      36,887
      -13,908
      24,429
      78,786
      82,041
      -28,854
      26,384
      -2,629
      -506
      15,761
      -114,765
      1,332
      21,696
      149,502
      -7,360
      -6,168
      8,003
      16,888
      2,986
      136,086
      -1,267
      -18,801
      -68,996
      6,004
      -32,850
      26,550
      10,022
      80,758
      -169,936
      -52,274
      -117,733
      4,163
      308,657
      7,727
      212,178
      260,928
      937
      -50,663
      56,831
      20,472
      339,651
      67,212
      -1,368
      48,326
      84,239
      19,687
      8,731
      6,128
      -177,187
      -425
      251,827
      378
      112,207
      252,087
      305,487
       
       
      4,432
       
      7,144
       
       
      395
      1,431
      12,134
      15,422
      55
       
       
       
       
       
      67,621
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 2,639,156
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 -4,235
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 45,599
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 45,599
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 45,599
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 7,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 38,599
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowME
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arroweskebarrettfoundation.org
14
The books are in care ofright arrowPETER BARRETT Telephone no.right arrow (857) 636-0548

Located atright arrow4 MARKET PLACE DR 204YORKME ZIP+4right arrow03909
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Sandra Allaire Trustee
1.00 		0    
4 Market Place Dr 204
York,ME03909
Michelle Crispo Trustee
0.00 		0    
4 Market Place Dr 204
York,ME03909
Charles B Doleac Trustee
5.00 		87,325    
4 Market Place Dr 204
York,ME03909
Peter W Barrett Trustee
40.00 		190,000    
4 Market Place Dr 204
York,ME03909
Richard G Kaiser Trustee
1.00 		0    
4 Market Place Dr 204
York,ME03909
Jessica Minott Trustee
1.00 		0    
4 Market Place Dr 204
York,ME03909
Brent Herbert Trustee
1.00 		0    
4 Market Place Dr 204
York,ME03909
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 Supporting numerous charitable organizations that are working to improve children's health, safety, and education to create opportunities for their enrichment so that they may live fulfilling lives. See additional supplemental information on Part XIV. 2,558,901
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 (2024)
Form 990-PF (2024)
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
34,926,587
b
Average of monthly cash balances.......................
1b
2,170,770
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
37,097,357
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
37,097,357
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
556,460
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
36,540,897
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,827,045
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
1,827,045
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
45,599
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
45,599
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,781,446
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,781,446
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,781,446
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
2,558,901
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,558,901
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,781,446
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 4,660
b From 2020...... 31,022
c From 2021...... 60,150
d From 2022...... 56,986
e From 2023...... 26,653
f Total of lines 3a through e ........ 179,471
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,558,901
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 1,781,446
e Remaining amount distributed out of corpus 777,455
5 Excess distributions carryover applied to 2024.    
(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 5 956,926
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		4,660
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		952,266
10 Analysis of line 9:
a Excess from 2020.... 31,022
b Excess from 2021.... 60,150
c Excess from 2022.... 56,986
d Excess from 2023.... 26,653
e Excess from 2024.... 777,455
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 e-mail address of the person to whom applications should be addressed:
Evelyn S and K E Barrett Foundation
4 Market Place Dr 204
York,ME03909
(857) 636-0548
eskebarrettfoundation.org
bThe form in which applications should be submitted and information and materials they should include:
Grant application request through the website eskebarrettfoundation.org
cAny submission deadlines:
Between March 1 and March 31 annually
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
The Foundation awards grants based on the following Focus Areas specifically related to the support of children:Health and WellnessEducationHuman Services (Food, Water and Shelter)Additionally, the Foundations principal focus is to make grants to benefit children up to the age of 18. The Foundations preference is to support projects ranging from start-up/pilot programs to the renewal of existing programs. The Foundation will also provide grants for general operating support to organizations whose mission is in alignment with the Foundations Focus Areas.All entities applying for grants from the Foundation are required to be qualified as a 501(c)(3) organization. Annual Foundation grants are competitive and not all applications can be approved.The Foundation does not make grants to:IndividualsEndowmentsPolitical campaignsOrganizations that discriminate on the basis of religion, gender, race, ethnicity, disabilities or political beliefs
Form 990-PF (2024)
Form 990-PF (2024)
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
Pine Tree Society


149 Front Street
Bath,ME04530 		none PC Providing support for a camp for the deaf or hard of hearing and for handicapped children. 100,000
Episcopal Relief and Development


815 Second Ave
New York,NY10017 		none PC Providing a grant to support brain development of children to age 3 in Zambia. 75,000
Maine Seacoast Mission


PO Box 600
Northeast Harbor,ME04662 		none PC Providing support for early childhood education, childcare needs,literacy and to raise student aspirations. 50,000
Barbara Bush Children's Hospital


22 Bramhall Street
Portland,ME04102 		none PC Providing support for a pediatric outpatient clinic and to expand a childhood support specialist program. 75,000
The Center for Grieving Children


555 Forest Ave
Portland,ME04101 		none PC Providing support for cultural ambassadors and community partnerships to increase access to multilingual peer supprt facilitators. 17,500
Covenant to Care for Children


1477 Park St Suite 208
Hartford,CT06106 		none PC Providing a safety net for children who are abused, neglected or improvished in Connecticut. 10,000
EVkids Inc


218 Adams Street
Boston,MA02122 		none PC Providing one on one tutoring for girls in grades 3 through 8 in Dorchester, Massachusetts. 25,000
Good Shepherd Food Bank


3121 Hotel Rd PO Box 1807
Auburn,ME04211 		none PC Providing support to alleviate food insecurity for children in Maine. 100,000
Grahamtastic Connection


21 Bradeen St Suite 107
Springvale,ME04083 		none PC Providing free technology to children with cancer and other serious illnesses. 30,000
LearningWorks


190 Riverside St
Portland,ME04103 		none PC Providing support for an afterschool program for students performing below grade level in reading or math. 20,000
My Stuff Bags Foundation


5347 Sterling Center Dr
Westlake Village,CA91361 		none PC Providing duffels of new belongings to children rescued from abuse, neglect, domestic violence and homelessness. 25,000
Safe Passage


49 Farm View Dr Suite 302
New Gloucester,ME04260 		none PC Providing funds to furnish a new middle school building and for an addition of a third pre-school and kindergarten classroom. 150,000
The Foundation for Tomorrow


PO Box 470836
Charlotte,NC28247 		none PC Providing support for the basic needs and school supplies for 94 students. 25,000
Mercy Ships


PO Box 2020
Lindale,TX75771 		none PC Providing support for two hospital ship operations, including pediatric surgery and childhood education. 100,000
Unicef USA


125 Maiden Lane
New York,NY10038 		none PC Providing support for humanitarian relief efforts in Ukraine and neighboring countries. 100,000
World Vision


PO Box 9716
Federal Way,WA98001 		none PC Providing support for humanitarian relief efforts in Sudan. 100,000
Literations


70 Franklin St Suite 500
Boston,MA02110 		none PC Providing support for a sustained tutoring program for students in grades 1 through 4 in Framingham and Chelsea, Massachusetts schools. 50,000
Little Wishes


PO Box 2208
San Anselmo,CA94979 		none PC Providing support to expand their program to include the Barbara Bush Children's Hospital. 20,000
Locker Project


111 Wescott Rd
South Portland,ME04106 		none PC Providing support to connect food insecure children with nourishing food to improve their learning capacity, health and future. 20,000
Lucy's Love Bus Charitable Trust


PO Box 464
Amesbury,MA01913 		none PC Providing support for a program to deliver comfort, healing and emotional support to families navigating the impact of childhood cancer. 15,000
Family Services of the Merrimack Va


430 N Canal St
Lawrence,MA01840 		none PC Providing support to a special advocate program for children who have been removed from their homes due to abuse or neglect. 10,000
Project Sweet Peas


45 Boylston
Warwick,RI02889 		none PC Providing support to Project Sweet Peas NICU Care Package Program. 20,000
Rise Above Foundation Inc


PO Box 174
Northbridge,MA01534 		none PC Providing Massachusetts children in foster care with the ability to participate in enriching activities and experiences. 20,000
Be Like Brit Foundation Inc


66 Pullman St
Worcester,MA01606 		none PC Providing support for an orphanage in central Haiti. 30,000
Covenant House


460 West 41st St
New York,NY10036 		none PC Providing support of an early childhood development program at two emergency shelters. 50,000
Help the Helpless


PO Box 270308
Vadnais Heights,MN55127 		none PC Providing support for a program to feed children ages 4 to 14 Ecuador. 30,000
The Lunchbox Fund


PO Box 10
New York,NY10276 		none PC Providing for school meals to children in three South Africa provinces. 100,000
The Childrens Museum of New Hampshi


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


3559 Belgium Lane
San Antonio,TX78219 		none PC Providing weekend Snack Paks for children without adequate nutritional resources in San Antonio. 25,000
Alexandria Tutoring Consortium


323 S Fairfax St
Alexandria,VA22314 		none PC Providing support for young children in Alexandria, Virgina who are falling behind in their reading capabilities. 15,000
Project Suma Inc


PO Box 906
Trussville,AL35173 		none PC Providing holistic attention to children ages 4-11 whose direct caregivers have been involved in prostitution in Boliva. 25,000
Water First International


509 Olive Way Suite 1122
Seattle,WA98101 		none PC Providing for the installation of a clean water supply system in Kenya. 25,000
Flying Kites Inc


25 Dorchester Ave
Boston,MA02205 		none PC Providing for the expansion of the Flying Kites School Network in Kenya. 50,000
Education and Hope


PO Box 486
Norwalk,CT06856 		none PC Providing support for an early childhood enrichment initiative. 20,000
Saha Global Inc


151 W 28th St 7W
New York,NY10001 		none PC Providing for clean water access in rural Ghana. 25,000
Gamers Outreach Foundation


4860 Washtenaw Ave
Ann Arbor,MI48108 		none PC Providing support for the Go Kart Gaming Kiosks inside New Hampshire and North Carolina hospitals. 15,000
The Children's Room


1210 Massachusetts Ave
Arlington,MA02476 		none PC Providing support for a another peer support group for grieving children. 25,000
ShareBaby


1792 Union Ave
Baltimore,MD21211 		none PC Providing for the purchase of diapers to address unmet needs of Baltimore's most vulnerable young children. 15,000
Susan L Curtis Charitable Foundatio


1321 Washington Ave
Portland,ME04103 		none PC Providing support for life-changing camp experiences to Maine children facing economic hardship. 15,000
Bright Beginnings Inc


3418 4th St SE
Washington,DC20032 		none PC Providing a safe, nuturing environment for young children who have experienced housing instability in the Washington DC area. 25,000
Area Interfaith Outreach


1A Gordon Dr
Rockland,ME04841 		none PC Providing weekend and after school meals to school children in Knox County, Maine. 15,000
Far Away Friends Inc


1968 S Van Gordon St
Lakewood,CO80228 		none PC Providing for a preschool initiative in rural Uganda. 20,000
Global Pearls Inc


PO Box 67080
Albuquerque,NM87114 		none PC Providing support for programs to eliminate maternal and infant deaths in rural southern India and to curb child rape cultural attitudes in Cameroon. 15,000
Hope Walks Inc


PO Box 218
York Springs,PA17372 		none PC Providing funding to treat clubfoot on children in Nigeria. 30,000
Save the Children


501 Kings Highway East Suite 400
Fairfield,CT06825 		none PC Providing disaster relief support relating to hurricanes Helene and Milton. 100,000
Baby2Baby


5830 W Jefferson Blvd
Los Angeles,CA90016 		none PC Providing disaster relief support relating to hurricanes Helene and Milton. 100,000
Vineyard Havens


1 Upland Rd
Lexington,MA02420 		none PC Providing a week long respite vacation for low income families with a child facing cancer. 10,000
Rett's Roost


22 Autumn River Lane
Ogunquit,ME03907 		none PC Providing support for two Healing Nest Family Retreats for families of cancer survivors and for bereaved families. 10,000
The Cove Center for Grieving Childr


1113 South Main St
Cheshire,CT06410 		none PC Providing support for a family program to address unresolved grief of children ages 5 through 17. 15,000
Haven Violence Prevention Services


20 International Drive Suite 200
Portsmouth,NH03801 		none PC Providing support for a violence prevention education program for elementary and middle school students and a trauma informed summer camp and mentoring program. 15,000
ABC - Above and Beyond the Classroo


481 N Main St
Driggs,ID83422 		none PC Providing for after school Friday and summer programs for elementary age children. 10,000
Read to a Child Inc


20 William St G25
Wellesley,MA02481 		none PC Providing support for a Read to a Child Aloud Mentoring Program for elementary schools in the Hartford, Connecticut area. 10,000
Youth and Family Outreach


331 Cumberland Ave
Portland,ME04101 		none PC Providing support for an early care and education program. 10,000
LEAP for Education Inc


35 Congress St Suite 102
Salem,MA01970 		none PC Providing support for an after school program in Lynn, Massachusetts. 10,000
Gather


210 West Rd
Portsmouth,NH03801 		none PC Providing support for the food purchase and transportation of a Meals 4 Kids program. 10,000
Lantern Light Camps


292 Blakes Hill Rd
Northwood,NH03261 		none PC Providing support for an underserved youth initiative to assist children in attending camp. 10,000
Best Buddies International Inc


3 Executive Park Drive
Bedford,NH03110 		none PC Providing support for an elementary school friendship program for elementary school students with and without disabilities. 5,000
Preble Street


55 Portland Street
Portland,ME04101 		none PC Providing support for a year round safety and basic needs program for homeless children ages 12 through 14 in Maine. 10,000
ConfiKids Inc


PO Box 71
Foxborough,MA02035 		none PC Providing support for extracurricular activites to low income children in Southeastern Massachusetts. 10,000
Mid Coast Health Net


22 White St
Rockland,ME04841 		none PC Providing transportation assistance for a clinic that provides medical and health care to children in Knox County, Maine. 10,000
Androscoggin Home Health Services I


15 Strawberry Lane
Lewiston,ME04240 		none PC Providing for the purchase of a system necessary for comprehensive newborn hearing assessments. 20,000
Young Audiences of Virginia Inc


420 N Center Dr Suite 239
Norfolk,VA23502 		none PC Providing support to elementary students from a Title I school with hands on learning experiences. 10,000
A Leg to Stand On


135 Madison Ave
New York,NY10016 		none PC Providing for free prothetic limbs, orthotic devices and wheelchairs to children in low and middle income countries. 10,000
Friends of Kafika House


550A Presidio Blvd
San Francisco,CA94129 		none PC Providing support for pre and post surgical care for children with cleft lip and/or palate. 10,000
Saloni Heart Foundation


PO Box 20414
San Jose,CA95160 		none PC Providing support for treating congenital heart disease in India and other developing nations. 20,000
Tailored for Education


PO Box 171236
Boston,MA02117 		none PC Providing for school uniforms for children in Nairobi. 20,000
Cooperative for Education


2300 Montana Ave
Cincinnati,OH45211 		none PC Providing for a reading program for primary school children in rural Guatemala. 15,000
EduNations Inc


8800 Preebles Rd
Allison Park,PA15101 		none PC Providing necessary school supplies and uniforms to students attending school in Sierra Leone, West Africa. 10,000
Action in Africa


PO Box 3853
Aspen,CO81611 		none PC Providing for an after school program for children living in Uganda. 10,000
Impact Network International Inc


61 Greenpoint Ave
Brooklyn,NY11222 		none PC Providing for an early childhood education program for children ages 3 through 7 in rural Zambia. 15,000
Wounded Healers International


1129 Broadway
South Portland,ME04106 		none PC Providing support to establish a childcare and early learning center in Kenya. 10,000
Razia's Ray of Hope Foundation Inc


PO Box 81052
Wellesley,MA02481 		none PC Providing support for the education of kindergarten girls in Afganistan. 15,000
The Global Fund for Children


1411 K Street NW
Washington,DC20005 		none PC Providing support for an early childhood development and education program in Honduras. 100,000
Total .................................right arrow 3a 2,377,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 741,649  
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 2,639,156  
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) ..   3,380,805  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,380,805
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020490
Software Version: 2024v5.2


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

26-0472006
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
EVELYN S AND K E BARRETT FOUNDATION
  		Employer identification number
26-0472006
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Kenneth E Barrett Estate
11 Dundee Drive
 
Plaistow, NH03865

$ 15,077,737


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

$ 645,176


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

$ 20,945


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

$ 291,411


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
EVELYN S AND K E BARRETT FOUNDATION
  		Employer identification number

26-0472006
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 Various stocks and bonds $ 15,077,737 2024-08-30
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
EVELYN S AND K E BARRETT FOUNDATION
  		Employer identification number

26-0472006
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
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) (Rev. 1-2025)
Additional Data


Software ID: 24020490
Software Version: 2024v5.2

TY 2024 AccountingFeesSchedule
Name:
EVELYN S AND K E BARRETT FOUNDATION
EIN:
26-0472006
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
William M MacDonald CPA PA 19,110 0 0 0

TY 2024 InvestmentsCorpBondsSchedule
Name:
EVELYN S AND K E BARRETT FOUNDATION
EIN:
26-0472006
Software ID:
24020490
Software Version:
2024v5.2
Name of Bond End of Year Book Value End of Year Fair Market Value
D R Horton Inc. 105,625 104,363
Ishares Ibonds Dec. 2025 1,119,631 1,135,845
Ishares Ibonds Dec. 2027 983,788 984,561
Ishares Ibonds Dec. 2026 1,119,420 1,137,640

TY 2024 InvestmentsCorpStockSchedule
Name:
EVELYN S AND K E BARRETT FOUNDATION
EIN:
26-0472006
Software ID:
24020490
Software Version:
2024v5.2
Name of Stock End of Year Book Value End of Year Fair Market Value
Microsoft Corp. 2,056,661 2,671,092
Apple Inc. 2,425,421 2,630,279
Amgen Inc. 227,988 258,828
Alphabet Inc. 1,071,717 1,530,521
Mastercard Inc. 667,202 848,529
Thermo Fisher Scientific Inc. 757,555 654,818
Broadcom Inc. 519,107 1,881,587
Lam Research Corp. 641,149 817,656
Ametek Inc. 634,845 742,841
L3Harris Technologies Inc. 974,626 1,130,034
Meta Platforms Inc. 680,863 1,609,774
Autozone Inc. 721,808 902,072
Chevron Corp. 429,289 402,364
Abbvie Inc. 651,301 728,187
Nvidia Corp. 873,926 2,583,137
Visa Inc. 771,786 1,136,160
Amazon.com 1,759,226 2,103,950
Lowes Companies Inc. 894,980 857,528
Exxon Mobil Corp. 414,201 413,952
JP Morgan Chase 723,722 1,020,483
Hubbell Inc. 575,957 586,068
Accenture PLC 688,599 668,916
Bank of America 440,980 445,991
Applied Finance 780,000 745,997
Eli Lilly & Co. 262,380 238,536
Novo Nordisk 260,794 287,675
Caterpiller Inc. 743,104 856,003
Deere & Company 595,650 610,188
Dover Corp. 604,879 600,994
Nvent Electric PLC 432,278 478,323
Fiserv Inc. 293,195 291,373
ASML Holdings 584,976 657,140

TY 2024 InvestmentsGovtObligationsSch
Name:
EVELYN S AND K E BARRETT FOUNDATION
EIN:
26-0472006
Software ID:
24020490
Software Version:
2024v5.2
US Government Securities - End of Year Book Value:

4,702,588
US Government Securities - End of Year Fair Market Value:

4,733,429
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 LegalFeesSchedule
Name:
EVELYN S AND K E BARRETT FOUNDATION
EIN:
26-0472006
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Boynton Waldron Doleac Woodman & Scott 5,873 0 0 0


TY 2024 OtherExpensesSchedule
Name:
EVELYN S AND K E BARRETT FOUNDATION
EIN:
26-0472006
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Miscellaneous 512      
Office, operation and administration 1,793      
Payroll processing fee 985      


TY 2024 OtherProfessionalFeesSchedule
Name:
EVELYN S AND K E BARRETT FOUNDATION
EIN:
26-0472006
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
HM Payson & Co - investment advisory fee 95,919 95,919 95,919 0


TY 2024 TaxesSchedule
Name:
EVELYN S AND K E BARRETT FOUNDATION
EIN:
26-0472006
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign tax on investments 4,387 4,387 4,387  
Payroll tax expense 14,535     10,901
Tax on Form 990-PF 13,240