2021-12-17T09:53:58-06:00 2020-12-31 134008324 PRICEWATERHOUSECOOPERS LLP 101 SEAPORT BLVD BOSTON MA 02210 990PF 2020-01-01 132596907 ASSOCIATION FOUNDATION C/O HOWARD COX ASSO 8572442202 220 BOYLSTON STREET NO 1510 BOSTON MA 02116 HOWARD E COX JR TRUSTEE/PRESIDENT 8572442202 2021-12-17 1 HOWARD COX JR 999009999 FRANK V GRAZIANO P00218274 6175305000 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 2024552 X 36797 22036 22036 177871 1311175 177871 236704 199907 0 0 0 0 0 2991 0 0 2991 4287 4287 0 0 403 403 0 0 1550 0 0 250 9231 4690 0 3241 150000 150000 159231 4690 0 153241 77473 195217 0 4545 37243 37243 0 110000 110101 1070047 995587 1202613 2575 63024 63805 483100 432052 610790 1560267 1637906 2024552 0 0 X 1560267 1637906 0 0 0 0 1560267 1637906 1560267 1637906 1560267 77473 166 1637906 0 1637906 FIDELITY P 2020-01-01 2020-12-31 453410 438459 14951 14951 FIDELITY P 2020-01-01 2020-12-31 854627 694845 159782 159782 FIDELITY P 2020-01-01 2020-12-31 3138 3138 3138 177871 14951 2714 0 2714 0 2714 1215 0 0 0 1215 X 0 1499 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 0 N/A BROWN ADVISORY CORP 8572442202 100 HIGH STREET 27TH FLOOR BOSTON MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HOWARD E COX JR 220 BOYLSTON STREET 1510 BOSTON MA 02216 PRESIDENT/DIRECTOR 1.00 0 0 0 MAZIE LIVINGSTON COX 356 WORTH AVENUE PALM BEACH FL 33480 SECRETARY/DIRECTOR 1.00 0 0 0 DUNE THORNE 100 HIGH STREET 27TH FL BOSTON MA 02110 DIRECTOR 1.00 0 0 0 JULIE DOE 220 BOYLSTON STREET 1510 BOSTON MA 02216 TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 1760784 22278 0 1783062 0 0 1783062 26746 1756316 87816 87816 2714 2714 85102 0 85102 0 85102 153241 0 153241 0 153241 85102 0 0 27014 34150 25975 26576 113715 153241 0 0 36797 85102 31342 0 0 181854 0 0 0 0 0 0 0 181854 27014 34150 25975 26576 68139 X ALZHEIMER'S DISEASE RESEARCH FOUNDATION INC 34 WASHINGTON STREET SUITE 310 WELLESLEY HILLS MA 02481 PC GENERAL SUPPORT 50000 AMERICAN DITCHLEY FOUNDATION 31 W 34TH STREET SUITE 7010 NEW YORK NY 10001 PC GENERAL SUPPORT 5000 BAY CHAMBER CONCERTS PO BOX 599 18 CENTRAL STREET ROCKPORT ME 04856 PC GENERAL SUPPORT 5000 CAMDEN PUBLIC LIBRARY FUND 55 MAIN STREET CAMDEN ME 04843 PC GENERAL SUPPORT 1250 CITIZENS BUDGET COMMISSION 2 PENN PLAZA NEW YORK NY 10121 PC GENERAL SUPPORT 10000 COASTAL FAMILY HOSPICE PO BOX 122 ROCKPORT ME 04856 PC GENERAL SUPPORT 1000 COMMITTEE FOR ECONOMIC DEVELOPMENT 1530 WILSON BLVD SUITE 400 ARLINGTON VA 22209 PC GENERAL SUPPORT 5000 FARNSWORTH ART MUSEUM 16 MUSEUM STREET ROCKLAND ME 04841 PC GENERAL SUPPORT 5000 FRIENDS OF CLERMONT 87 CLERMONT AVENUE GERMANTOWN NY 12526 PC GENERAL SUPPORT 1000 KNOX COUNTY HOMELESS COALITION PO BOX 1696 ROCKLAND ME 04841 PC GENERAL SUPPORT 10000 NYLCV EDUCATION 30 BROAD STREET 30TH FL NEW YORK NY 10004 PC GENERAL SUPPORT 10000 PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND 784 HERCULES DRIVE SUITE 110 COLCHESTER VT 05446 PC GENERAL SUPPORT 5000 POINTS NORTH INSTITUTE PO BOX 836 CAMDEN ME 04843 PC GENERAL SUPPORT 2500 STUDENT SPONSOR PARTNERS 132 E 43RD STREET SUITE 429 NEW YORK NY 10017 PC GENERAL SUPPORT 10000 THE AVENUE CONCEPT 304 LOCKWOOD STREET PROVIDENCE RI 02907 PC GENERAL SUPPORT 2250 THE CHAPIN SCHOOL 100 EAST END AVE NEW YORK NY 10028 PC GENERAL SUPPORT 10000 THE HUDSON INSTITUTE 1201 PENNSYLVANIA AVE NW SUITE 400 WASHINGTON DC 20004 PC GENERAL SUPPORT 10000 THE LORDS PLACE PO BOX 3265 WEST PALM BEACH FL 33402 PC GENERAL SUPPORT 5000 UNITED MIDCOAST CHARITIES 87 ELM STREET 205 CAMDEN ME 04843 PC GENERAL SUPPORT 1000 WESTHAMPTON BEACH HISTORICAL SOCIETY PO BOX 686 WESTHAMPTON BEACH NY 11978 PC GENERAL SUPPORT 1000 150000 0 14 22036 18 177871 0 199907 0 199907 0 0 0 0 0 0 0 0 0 0 X X 1 BEDELL HOLMES HARNED TRUST C/O HOWARD COX 220 BOYLSTON STREET BOSTON MA 02216 36797 X TAX PREPARATION FEES 2991 0 0 2991 ASSOCIATION FOUNDATION (13-2596907)SECTION 4942(H)(2) ELECTIONIRC 4942(H)(2), TREAS. REG. 53.4942(A)-3(D)(2)2020 FORM 990-PF, PART XIII, LINES 4C & 7PURSUANT TO SECTION 4942(H)(2) OF THE INTERNAL REVENUE CODE AND SECTION 53.4942(A)-3(D)(2) OF THE TREASURY REGULATIONS, THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT $36,797 OF CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF (CHECK ONE):[ ] UNDISTRIBUTED INCOME FROM THE TAX YEAR(S) ENDING:TAX YEAR _____AMOUNT _____[X] CORPUS.________ _________________________________________________DATED HOWARD E. COX, JR., PRESIDENT/TREASURER/DIRECTOR FNMA POOL 907897 2.28% 2140 259 FHLMC POOL 1G1477 435 157 ARTISAN HIGH INCOME CL INSTL 60449 63389 ARTISAN INT'L VALUE FUND 33684 58864 BROWN ADVISORY SMALL CAP GROWT 34178 62270 BROWN ADVISORY TOTAL RETURN CLA 107941 117560 ARTISAN GLOBAL VALUE FUND ADVISOR 108773 123099 BROWN ADVISORY SMALL CAP FNDMTL VAL INVS 82686 92407 BROWN ADVISORY GLOBAL LEADERS INSTL 102982 142766 BROWN ADVISORY EMRG MRKTS SELECT 98405 125045 BROWN ADVISORY MID CAP GROWTH 37329 57361 VANGUARD EXTENDED MARKET INDEX ADMIRAL 70352 71800 VANGUARD DIVIDEND GROWTH INVESTOR CL 91192 99353 BEUTEL GOODMAN LARGE CAP VALUE CL 1 103065 100585 BROWN ADVISORY SUSTAIN GROWTH INSTL 125000 151503 110000 110101 0 0 NYES LEDGE CAPITAL PARTNERS LP 250001 175001 273794 SPDR S&P 500 233099 125913 197774 ISHARES TR MSCI AC ASIA ETF 0 35378 36124 ISHARES TRUST CORE MSCI ETF 0 95760 103098 STATE FILING FEE 250 0 0 250 FEDERAL TAX DEPOSITS 1300 0 0 0 OTHER BOOK VALUE RECONCILIATION 166 INVESTMENT FEES 4287 4287 0 0 THE RETURN WAS TIMELY FILED VIA UNITED STATES POSTAL SERVICE CERTIFIED MAIL PRIOR TO THE ORIGINAL MAY 17, 2021 DEADLINE. NOTICE #0422897266 WAS ISSUED TO THE TAXPAYER EXPLAINING THAT THE 2020 FORM 990-PF IS BEING RETURNED AND THAT IT MUST BE SUBMITTED ELECTRONICALLY. THE TAXPAYER HAS A LONG-STANDING HISTORY OF FILING THEIR ANNUAL RETURN FOR PRIVATE FOUNDATIONS IN A TIMELY MANNER. WE RESPECTFULLY REQUEST THAT THE RETURN BE CONSIDERED TIMELY-FIL FOREIGN TAXES 403 403 0 0