t
Form
Return of Private Foundation
940-PF
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Department of the Treasury
Internal Revenue Service
, and ending
AVID A.
print
Name change
A Employer identification number
FOUNDATION
RANDALL,
04-3560389
TRUSTEE
Room/ suite
Number and street (or P O box number it mail is not delivered to street address )
ortype .
Final return
Initial return of a former public charity
= Address change
Initial return
0 Amended return
Name of foundation
Use the IRS
K. SEXTON
JOAN
label.
Otherwise ,
Instructions .
( 508 )
City or tOWn ,
state, and ZIP code
OXBOROUGH
MA
02 035
1
Contributions, gifts, grants, etc , received
2
Check NO- O if the foundation is not required to attach Sch B
61 .
3 9,944 .
cash
Dividends and interest from securities
5a Gross rents
4
ILA
Gil
10.0
D 1 Foreign organizations , check here
^0
Foreign organizations meeting the 85% test,
check here and attach computation
E It private foundation status was terminated
under section 507(b)(1)(A), check here
^
0
F If the foundation is in a 60-month termination
^0
under section 507 ( b )( 1 B check here
sbursements
D
i
(
d)
( c) Adjusted net
for charitable purposes
(cash basis only)
income
N/A
3 Interestinvestments
on sav ngs and temporary
Cam!
698- 9282
C If exemption application is gentling , check here
2
Section 501 ( c)(3) exempt private foundation
H Check type of organization
Other taxable p rivate foundation
0 Section 4947 ( a )( 1 ) nonexem pt charitable trust
0 Accrual
0 Cash
I Fair market value of all assets at end of year J Accounting method
= Other ( specify )
(from Part ll, co!. (c), line 16)
^$
835 , 309 . (Part 1, column (c( must be on cash basis)
and Expenses
Analysis
of
Revenue
Part (
( a) Revenue and
(b ) Net investment
(The total of amounts in columns (b), (c), and (d) may not
income
ex p enses per books
necessarily equal the amounts in column ( a))
=_
B Telephone number
11 HOLBROOK STREET
See Specific
2009
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements
For calendar year 2009 , or tax year beginning
G Check all that apply
OMB No 1545-0052
TATEMENT 1
S TATEMENT 2
61.
39,944.
b Net rental Income or (loss)
C
assets on line Ba
cc
5,
6a Net gain or ( loss) from sale of assets not on line 10
b Gross sales price for all
423.
a s_,'
558,535.
7
Capital gain net income ( from Part IV, line 2)
8
9
Net short -term capital gain
Income modifications
5 ,
"'
423 .
M
L`
Gro ss sales less returns
10a and allowances
nQ
^
b Less Cost of goods sold
V
11
12
c Gross profit or (loss)
Other income
Total . Add lines 1 throu g h 11
13
Compensation of officers, directors , trustees , etc
14
Other employee salaries and wages
Pension plans, employee benefits
15
16a legal fees
CL
W
>
2
E
E
a
V
b Accounting fees
c Other professional fees
17 Interest
18 Taxes
19 Depreciation and depletion
20
21
22
45 , 428.
45 , 428.
0.
0.
0
STMT
3
3,026.
0.
3,026.
STMT
4
8,756.
8,756.
0.
STMT 5
55.
0 .
35.
11,837.
8,756.
Occupancy
Travel , conferences , and meetings
Printing and publications
23 Other expenses
0 24 Total operating and administrative
expenses . Add lines 13 through 23
a
0 25 Contributions , gifts, grants paid
25 Total expenses and disbursements
Add lines 24 and 25
27 Subtract line 26 from line 12
a Excess of revenue over expenses and disbursements
32 , 837.
36 , 672 .
N/A
LHA For Privacy Act and Paperwork Reduction Act Notice , see the instructions.
1
100919 SEXTON2
24 , 061.
8 , 756.
C Adjusted net income ( if nalive, e ter -0-1
15200420
000.
12 , 5 91 .
b Net investment income (if negative, enter -0-)
oz'z1o
3, 061 .
21
21 , 000.
2009.03030 JOAN K.
Form 990 -PF (2009)
SEXTON FOUNDATION D SEXTON216A
IJ
JOAN K.
Form 990-PF ( 2009 )
p^
i[
1
SEXTON FOUNDATION
DAVID A.
B a l ance Sh ee t s
RANDALL ,
0 4- 3 5 b U 3 t3 9
TRUST EE
Beginning of year
( a) Book Value
^chedschedulesandamounts inthedescnpbon
column should beforend - ol-yearamounts only
( b) Book Value
Page 2
End of year
( c) F air Market Value
1 .
Cash - non-interest-bearing
<1,881. >
896.
2 Savings and temporary cash investments
1 .
<1, 881.:
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
3
7
M
Other notes and loans receivable
^
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
b Investments - corporate stock
c Investments - corporate bonds
11
Investments - land, buildings, and equipment basis
STMT
6
579,224.
594,591.
837,189.
58-0 , 12-0.
592 , 71-1.
835 , 30-9.
^
Less. accurnulate d depreciation
12
13
14
Investments - mortgage loans
Investments - other
Land , buildings , and equipment basis ^
Less accumulated depreciation
15
^
Other assets ( describe ^
)
16 Total assets to be com p leted by all filers
17 Accounts payable and accrued expenses
18 Grants payable
19 Deferred revenue
co
C
'
°
4
Z
20
Loans from officers, directors , trustees, and other disqualified persons
21
22
Mortgages and other notes payable
Other liabilities (describe ^
23 Total liabilities ( add lines 17 throu g h 22 )
^ 0
Foundations that follow SFAS 117, check here
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted
25 Temporarily restricted
26 Permanently restricted
^ 0
Foundations that do not follow SFAS 117, check here
and complete lines 27 through 31.
27 Capital stock , trust principal , or current funds
28 Paid-in or capital surplus , or land , bldg , and equipment fund
29 Retained earnings , accumulated income, endowment , or other funds
30 Total net assets or fund balances
31
part i[1
1
2
3
4
5
0
0.
0.
0.
580,120.
5 80, 120.
580 , 120.
Total liabilities and net assets and balances
0
0.
592,711.
592,711.
1
592 , 711. 1
Analysis of Changes in Net Assets or Fund Balances
Total net assets or fund balances at beginning of year - Part II, column (a), line 30
(must agree with end-of-year figure reported on prior year's return)
Enter amount from Part I, line 27a
Other increases not included in line 2 (itemize) ^
Add lines 1, 2, and 3
Decreases not included in line 2 (itemize) ^
- Part 11
1
2
3
4
5
580,120.
12,591.
0.
592,711.
0J I 4,
1
1
Form 990-PF (2009)
923511
02-02-10
15200420
100919 SEXTON2
2
2009.03030 JOAN K.
SEXTON FOUNDATION D SEXTON21
I
SEXTON FOUNDATION
JOAN K.
04-3560389
DAVID A. RANDALL , TRUSTEE
Form 990-PF ( 2009 )
Part IV Capital Gains and Losses for Tax on Investment Income
( b How acquired
Purchase
D - Donation
(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 )
1a 4,687.500 SHS. PIONEER HIGH YIELD FUND C
b 86,221.008 SHS. PIONEER HIGH YIELD FUND C
(c) Date acquired
(mo , day, yr)
P
P
Pa g e 3
( d) Date sold
( mo , day, yr )
VARIOUS
VARIOUS
02/02/09
03/02/09
C
d
e
(e) Gross sales price
( t) Depreciation allowed
(or allowable )
1,485.
3,938.
28,515.
524,597.
30,000.
528,535.
a
b
( h) Gain or (loss)
(e) plus (f) minus (g)
(g) Cost or other basis
plus expense of sale
C
d
e
Complete only for assets showing gain in column ( h) and owned by t he foundation on 1 2/31/69
(I) F M V as of 12/31/69
(I) Gains (Col (h) gain minus
col (k), but not less than -0-) or
Losses (from col (h))
(k) Excess of col (i)
over col (I), if any
(1) Adjusted basis
as of 12/31/69
a
1,485.
b
3,938.
C
d
e
If gain, also enter in Part I , line 7
If (loss) , enter -0- in Part I , line 7
2 Capital gain net income or ( net capital loss)
5 , 423.
2
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)
If ( loss ), enter -0- in Part I line 8
N/A
3
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
Part V
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income )
If section 4940(d)(2) applies, leave this part blank
Yes EKI No
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If'Yes'the foundation does not qualify under section 4940 ( e) Do not complete this part
1 Enter the appropriate amount in each column for each year , see instructions before making any entries
Base period years
Calendar year ( or tax y ear be mmn in
(b)
Adjusted qualify ing distributions
(d)
Distribution ratio
( col (b) divided by col (c))
(0
Net value of noncharitable - use assets
2008
2007
2006
2005
24,105.
29,340.
31,930.
38,984.
582,019.
592,893.
577,304.
585,777.
.041416
.049486
.055309
.066551
2004
31 781.
639 971.
.'049660
2 Total of line 1, column (d)
3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by the number of years
the foundation has been in existence if less than 5 years
2
. 262422
3
.
4 Enter the net value of noncharitable - use assets for 2009 from Part X, line 5
4
702,769.
5 Multiply line 4 by line 3
5
36,884.
6 Enter 1 % of net investment income ( 1 % of Part I , line 27b)
6
367.
7 Add lines 5 and 6
7
37,251.
8 Enter qualifying distributions from Part XI I , line 4
8
24, 061.
052484
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1 b, and complete that part using a 1 % tax rate
See the Part VI instructions
Form 990-PF (2009)
923521 02-02-10
15200420
100919 SEXTON2
3
2009.03030 JOAN K.
SEXTON FOUNDATION D SEXTON21
JOAN K.
Part VI
SEXTON FOUNDATION
04-3560 389
RANDALL , TRUSTEE
Pag e 4
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see instructions)
Form 990-PF ( 2009 )
DAVID A.
1 a Exempt operating foundations described in section 4940 ( d)(2), check here ^ 0 and enter' N/A' on line 1
( attach copy of letter if necessary -see instructions)
Date of ruling or determination letter
b Domestic foundations that meet the section 4940 ( e) requirements in Part V , check here ^ 0 and enter 1 %
of Part I , line 27b
c All other domestic foundations enter 2 % of line 27b Exempt foreign organizations enter 4 % 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-)
3
4
5
6
a
b
c
d
7
8
9
10
11
Add lines 1 and 2
Subtitle A ( income ) tax (domestic section 4947 ( a)(1) trusts and taxable foundations only Others enter -0-)
Tax based on investment Income Subtract line 4 from line 3 If zero or less, enter -0Credits/Payments
6a
2009 estimated tax payments and 2008 overpayment credited to 2009
6b
Exempt foreign organizations - tax withheld at source
5c
Tax paid with application for extension of time to file ( Form 8868)
6d
Backup withholding erroneously withheld
Total credits and payments Add lines 6a through 6d
Enter any penalty for underpayment of estimated tax Check here 0 if Form 2220 is attached
Tax due . If the total of lines 5 and 8 is more than line 7, enter amount owed
Overpayment . It line 7 is more than the total of lines 5 and 8, enter the amount overpaid
Enter the amount of line 10 to be Credited to 2010 estimated tax ^
Part Vh-A
1 .33.
2
0.
3
733.
4
5
0
733.
7
485.
485.
^
^
Refunded ^
8
9
10
11
248 .
Statements Regarding Activities
la During the tax year, did the foundation attempt to influence any national , state, or local legislation or did it participate or intervene in
any political campaign2
b Did it spend more than $ 100 during the year ( either directly or indirectly ) for political purposes ( see instructions for definition)?
If the answer is "Yes" to 1 a or 1 b , 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?
d Enter the amount ( if any) of tax on political expenditures ( section 4955 ) imposed during the year
0
0. (2) On foundation managers ^ $
(1) On the foundation ^ $
e Enter the reimbursement ( if any) paid by the foundation during theyear for political expenditure tax imposed on foundation
managers ^ $
2
3
4a
b
5
6
1a
1b
Yes No
X
X
1c
X
2
X
3
4a
4b
X
X
5
X
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?
It '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?
7 Did the foundation have at least $5 , 000 in assets at any time during the year?
If "Yes, " complete Part 11, co! (c), and Part XV.
8a Enter the states to which the foundation reports or with which it is registered (see instructions) ^
N/A
5
7
X
X
8b
X
MA
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
9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942 ( l)(3) or 4942 ( l)(5) for calendar
year 2009 or the taxable year beginning in 2009 ( see instructions for Part XIV )? If "Yes," complete Part XIV
10
Did any Dersons become substantial contributors durln0 the tax vear2 If *Yes.' attach a schedule listing their names and addresses
9
X
10
X
Form 990-PF (2009)
923531
02-02-10
15200420
100919
SEXTON2
4
2009.03030 JOAN K.
SEXTON FOUNDATION D SEXTON21
JOAN K.
SEXTON FOUNDATION
Page5
04-3560389
Form 990-PF ( 2009 )
DAVID A. RANDALL , TRUSTEE
Part VI1-A Statements Regarding Activities (continued)
At any time during the year , did the foundation , directly or indirectly, own a controlled entity within the meaning of
section 512 (b)(13)2 It 'Yes,' attach schedule ( see instructions)
12 Did the foundation acquire a direct or indirect interest in any applicable insurance contract before
August 17 , 20087
13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application'
N/A
Website address ^
11
X
11
X
12
13
X
Telephone no ^ (508) 698-9282
ZIP+4 ^ 02035
14 The books are in care of ^ DAVID A. RANDALL, TRUSTEE
Located at ^ 11 HOLBROOK STREET, FOXBOROUGH, MA
Section 4947 ( a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here
and enter the amount of tax-exem pt interest received or accrued durin g the year
Statements Regarding Activities for Which Form 4720 May Be Required
Part VII-f
^
15
^
N/A
15
Yes
File Form 4720 if any item is checked in the "Yes " column , unless an exception applies.
1 a 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?
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
(3) Furnish goods , services, or facilities to ( or accept them from) a disqualified person?
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
(5) Transfer any income or assets to a disqualified person ( or make any of either available
No
El Yes 0 No
0 Yes [K] No
No
0 Yes
El Yes EXI No
Yes 0 No
for the benefit or use of a disqualified person )?
(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
El Yes [XI No
termination of government service , if terminating within 90 days )
b If any answer is'Yes " to 1 a(1)-(6), did any of the acts fad to quality under the exceptions described in Regulations
N/A
section 53 4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions )?
^ El
Organizations relying on a current notice regarding disaster assistance check here
c Did the foundation engage in a prior year in any of the acts described in la, other than excepted acts , that were not corrected
before the first day of the tax year beginning in 2009'
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(I)(5))
a At the end of tax year 2009 , did the foundation have any undistributed income ( lines 6d and 6e, Part XIII ) for tax year ( s) beginning
0 Yes [XI No
before 2009'
If'Yes' list the years ^
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
N/A
statement - see instructions )
lb
1c
X
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
3a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time
0 Yes [K] No
during the years
after
persons
or
disqualified
purchase
the
foundation
by
b If -Yes , did it have excess business holdings in 2009 as a result of ( 1) any
4943
c)(7))
dispose
under
section
(
to
the
Commissioner
May 26, 1969, (2 ) the lapse of the 5-year period ( or longer period approved by
Schedule
holding
period?
(Use
C,
first
phase
of holdings acquired by gift or bequest , or (3) the lapse of the 10-, 15-, or 20-year
N/A
Form 4720 , to determine if the foundation had excess business holdings In 2009)
purposes?
would
jeopardize
its
charitable
4a Did the foundation invest during the year any amount in a manner that
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 leopardv before the first day of the tax year beginni ng in 2009?
3b
4a
X
4b
X
Form 990-PF (2009)
923541
02-02-10
15200420
100919 SEXTON2
5
2009.03030 JOAN K.
SEXTON FOUNDATION D SEXTON21
JOAN K. SEXTON FOUNDATION
DAVID A. RANDALL, TRUSTEE
0 4-3560389
Part Vil-li Statements Regarding Activities for Which Form 4720 May Be Required (contin ued)
990-PF ( 2009 )
--- ------------
5a During the year did the foundation pay or incur any amount to
(1) Carry on propaganda , or otherwise attempt to influence legislation ( section 4945 (e))?
(2) Influence the outcome of any specific public election (see section 4955 ), or to carry on , directly or indirectly,
any voter registration drive?
(3) Provide a grant to an individual for travel , study , or other similar purposes?
(4) Provide a grant to an organization other than a charitable, etc , organization described in section
Yes [:K1 No
0 Yes EXI No
0 Yes 0 No
El Yes EXI No
509(a )( 1), (2), or (3), or section 4940 (d)(2)9
(5) Provide for any purpose other than religious, charitable , scientific , literary , or educational purposes, or for
0 Yes EK No
the prevention of cruelty to children or animals?
b If any answer is 'Yes' to 5a(1)-(5), did any of the transactions fail to quality under the exceptions described in Regulations
N/A
section 53 4945 or in a current notice regarding disaster assistance ( see instructions )?
Organizations relying on a current notice regarding disaster assistance check here
c If the answer is Yes to question 5a(4), does the foundation claim exemption from the tax because it maintained
N/A
El Yes 0 No
expenditure responsibility for the grant?
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
El Yes 0 No
a personal benefit contract?
b Did the foundation , during the year , pay premiums , directly or indirectly, on a personal benefit contract?
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?
b If es did the foundation receive any p roceeds or have an y net income attributable to the transaction9
Part Vlll
I
El Yes 0 No
N/A
X
7b
directors. trustees- foundation manaaers and their compensation.
(b) Title, and avera g e
hours p erweek devoted
to position
(a) Name and address
DAVID A. RANDALL
11 HOLBROOK STREET
FOXBOROUGH, MA 02035
TRUSTEE
SCHWARTZ
TRUSTEE
1.00
579 CHESTNUT STREET
ASHLAND, MA 01721
9
6b
Information About Officers, Directors, Trustees, Foundation Managers, Highly
Paid Employees, and Contractors
List all nffieers
FAITH
5b
1.00
(c) Compensation
It not p aid,
( enter -0
(d)conmbunonsto
empioyeebeneft tans
ompensae
( e) Ex pense
account, other
allowances
0.
0.
0.
0.
0.
0.
(d)conmbubonsto
employeebene1i laps
o e eferte^
compensation
(e) Ex ense
accoun t , other
allowances
Cmm^nncafinn of fivn hinhuct-nairi omnlnvaae Wither than thnse Included on line 71. IT none. enter "NUNt-"
(a) Name and address of each employee paid more than $50,000
(b) Title, and average
hours per week
devoted to position
(c) Compensation
NONE
Total number of other employees paid over $50,000
U
^ I
Form 990-PF (2009)
923551
02-02-10
15200420
100919 SEXTON2
6
2009.03030 JOAN K.
SEXTON FOUNDATION D SEXTON21
JOAN K.
SEXTON FOUNDATION
Form 990-PF (2009)
04-3560389
DAVID A. RANDALL, TRUSTEE
Information About Officers, Directors, Trustees, Foundation Managers , Highly
part ^^^i
Pagel
Paid Employees, and Contractors (continued)
3 Five highest -paid independent contractors for professional services. 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 receivin over $50 , 000 for p rofessional services
part IX-q
0
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
i
Expenses
N/A
2
3
4
Part IX-B I Summary of Prnnram-RPIatpd Investments
Describe the two largest program - related investments made by the foundation during the tax year on lines 1 and 2
Amount
N/A
1
2
All other program - related investments See instructions
3
0 .
Total . Add lines 1 throu g h 3
Form 990-PF (2009)
923561
02-02-10
7
15200420
100919 SEXTON2
2009 . 03030 JOAN K.
SEXTON FOUNDATION D SEXTON21
Form 990-PF (2009)
Part X
1
a
b
c
d
e
JOAN K. SEXTON FOUNDATION
DAVID A. RANDALL, TRUSTEE
04-3560389
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
Average of monthly cash balances
Fair market value of all other assets
Total (add lines ia, b, and c)
1a
1b
1c
1d
694,
2
0
713,471 .
263.
19,208.
7 13 , 471 .
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
0.
le
Acquisition indebtedness applicable to line 1 assets
3 Subtract line 2 from line 1 d
4 Cash deemed held for charitable activities Enter 1 1/2% of line 3 (for greater amount, see instructions)
5 Net value of noncharitable -use assets . Subtract line 4 from line 3 Enter here and on Part V, line 4
6 Minimum investment return . Enter 5% of line 5
Distributable Amount (see instructions) (Section 4942(l)(3) and (l)(5) private operating foundations and
PBPi; XI
foreign organizations check here ^ = and do not complete this part )
2
1
2a
b
c
3
4
5
6
7
Page8
Minimum investment return from Part X, line 6
Tax on investment income for 2009 from Part VI, line 5
2a
2b
Income tax for 2009 (This does not include the tax from Part VI)
Add lines 2a and 2b
Distributable amount before adjustments Subtract line 2c from line 1
Recoveries of amounts treated as qualifying distributions
Add lines 3 and 4
Deduction from distributable amount (see instructions)
Distributable amount as ad usted Subtract line 6 from line 5 Enter here and on Part XIII , line 1
3
4
10 , 702 .
702 , 769 .
35 , 138 .
5
6
certain
35, 138 .
1
733. '
2c
733 .
3
34, 405 .
4
0
5
34, 405 .
6
7
0
34 , 405 .
Part Xi[ Qualifying Distributions (see instructions)
Amounts paid (including administrative expenses) to accomplish charitable, etc , purposes
1a
a Expenses, contributions, gifts, etc - total from Part I, column (d), line 26
1b
b Program-related investments - total from Part IX-8
2
2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc , purposes
3 Amounts set aside for specific charitable projects that satisfy the
3a
a Suitability test (prior IRS approval required)
3b
b Cash distribution test (attach the required schedule)
4
4 Qualifying distributions . Add lines la through 3b Enter here and on Part V, line 8, and Part XIII, line 4
5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income Enter 1 % of Part I, line 27b
5
6
6 Adjusted qualifying distributions . Subtract line 5 from line 4
Note The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies fo r the section
4940(e) reduction of tax in those years
1
24,061.
0
24,061.
0
2i,061.
Form 990-PF (2009)
923571
02-02-10
8
15200420
100919
SEXTON2
2009.03030
JOAN K.
SEXTON FOUNDATION D
SEXTON21
JOAN K.
Form 990-PF ( 2009 )
part Mill
SEXTON FOUNDATION
DAVID A.
RANDALL,
04-3560389
TRUSTEE
Page9
Undistributed Income (see instructions)
( a)
Cor p us
1
Distributable amount for 2009 from Part XI,
line 7
2
Undistributed income, if any , as of the end of 2009
(d)
2009
(c)
2008
(b)
Years prior to 2008
34,405.
20,563.
a Enter amount for 2008 only
b Total for prior years
0.
3 Excess distributions carryover, if any, to 2009
From
From
From
From
e From
f Total
a
b
c
d
2004
2005
2006
2007
2008
of lines 3a through e
4 Qualifying distributions for 2009 from
24,061.
PartXll,line 4
a Applied to 2008, 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)
d Applied to 2009 distributable amount
e Remaining amount distributed out of corpus
5
Excess distributions carryover applied to 2009
0.
20,563.
0.
0.
3,498.
0.
0.
0.
(If an amount appears in column (d), the same amount
must be shown in column (a) )
6 Enter the net total of each column as
indicated below:
a Corpus Add lines 3f, 4c, and 4e Subtract line 5
7
8
9
10
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 2008 Subtract line
4a from line 2a Taxable amount - see instr
f Undistributed income for 2009 Subtract
lines 4d and 5 from line 1 This amount must
be distributed in 2010
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3)
Excess distributions carryover from 2004
not applied on line 5 or line 7
Excess distributions carryover to 2010.
Subtract lines 7 and 8 from line 6a
Analysis of line 9
a Excess from 2005
b Excess from 2006
c Excess from 2007
d Excess from 2008
0.
0.
0.
0.
0.
30,907.
0.
0.
0.
Form 990-PF (2009)
923581
02-02-10
15200420
100919 SEXTON2
9
2009.03030 JOAN K.
SEXTON FOUNDATION D SEXTON21
Form 990- PF (2009 )
Part X1V
JOAN K. SEXTON FOUNDATION
DAVID A. RANDALL, TRUSTEE
0 4-3560389
Private O perating Foundations (see instructions and Part VII-A, question 9)
1 a It the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2009, enter the date of the ruling
Blo.
b Check box to indicate whether the foundation is a p rivate o peratin g foundation described in section
Prior 3 years
Tax year
2 a Enter the lesser of the adjusted net
(c) 2007
(a) 2009
(b) 2008
income from Part I or the minimum
Page10
N/A
4942tiV31 or
(d) 2006
I
149 42(i)(5)
(e) Total
investment return from Part X for
each year listed
b 85% of line 2a
c Qualifying distributions from Part XII,
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 X, 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
51 2(a)(5)), or royalties)
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(I)(3)(B)(ni)
(3) Largest amount of support from
an exempt organization
( 4 ) Gross investment income
Part XV
1
Supplementary Information (Complete this part only if the foundation had $5,000 or more in assets
at any time during the year- see the instructions.)
Information Regarding Foundation Managers:
a List 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)
NONE
b List 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
NONE
2 Information Regarding Contribution, Grant , Gift, Loan , Scholarship , etc., Programs:
Check here 10, = 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 (see instructions ) to individuals or organizations under other conditions, complete items 2a, b, c, a n d d
a The name , address , and telephone number of the person to whom applications should be addressed
SEE
STATEMENT
7
b The form in which applications should be submitted and information and materials they should include
c Any submission deadlines
d Any restrictions or limitations on awards , such as by geographical areas, charitable fields , kinds of institutions , or other factors
923601 02-02 - 10
15200420
Form 990-PF (2009)
100919 SEXTON2
10
2009.03030 JOAN K.
SEXTON FOUNDATION D SEXTON21
JOAN K. SEXTON FOUNDATION
DAVID A. RANDALL, TRUSTEE
Form 990-PF ( 2009 )
04-3560389
Page 11
Information
9
[:rants and Cnntrihutinnc Paid r)urinn the Year or Annrnvad for Future Pavment
Recipient
Name and address ( home or business )
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
rec i p i e nt
Purpose of grant or
contribution
Amount
a Paid dung the year
BRIGHTON HIGH SCHOOL
25 WARREN STREET
BRIGHTON, MA 02135
ONE
UBLIC
CHARITY
SCHOLARSHIP
FUND
MUJERES UNIDAS EN ACCION
ONE
PUBLIC
GENERAL
CHARITY
CHARITABLE
15 MEDWAY STREET
DORCHESTER,
5,000.
PURPOSES
MA 02121
ST CHARLES CHILDREN'S
HOME
19 GRANT STREET
ROCHESTER, NH 03867
10,000.
ONE
PUBLIC
CHARITY
6,000.
GENERAL
CHARITABLE
PURPOSES
3a
Total
21 , 000.
b Approved for future payment
NONE
0- 3b 1
0.
Form 990-PF (2009)
Total
923611 02 -02-10
15200420
100919 SEXTON2
11
2009.03030 JOAN K.
SEXTON FOUNDATION D SEXTON21
JOAN K. SEXTON FOUNDATION
DAVID A. RANDALL, TRUSTEE
Form 990-PF (2009)
Pert XYI^A
04-3560389
Page12
Analysis of Income-Producing Activities
Enter g ross amounts unless otherwise indicated
1 Program service revenue
Unrelate d business income
(a)
Business
code
Exclu ded by section 512 , 513, or 514
(b)
Amount
ilC „_
ode
( d)
Amount
(e)
Related or exempt
function income
a
b
c
d
e
f
g Fees and contracts from government agencies
2 Membership dues and assessments
3 Interest on savings and temporary cash
investments
4 Dividends and interest from securities
5 Net rental income or ( loss) from real estate
6
7
8
a Debt-financed property
b Not debt-financed property
Net rental income or (loss ) from personal
property
Other investment income
Gain or ( loss) from sales of assets other
than inventory
Net income or (loss ) from special events
Gross profit or (loss ) from sales of inventory
14
61.
14
39,944.
18 1
5,423.
9
10
11 Other revenue
a
b
c
d
e
12 Subtotal Add columns ( b), (d), and (e)
13 Total . Add line 12, columns ( b), (d), and (e)
(See worksheet in line 13 instructions to verify calculations
Part XVI-B
0.
13
0.
45,428.
Relationship of Activities to the Accomplishment of Exempt Purposes
1
02-02-to
oz-oz
15200420
45 , 428.
Form 990-PF (2009)
100919 SEXTON2
12
2009.03030 JOAN K.
SEXTON FOUNDATION D SEXTON21
JOAN K. SEXTON FOUNDATION
04-3560389
DAVID A. RANDALL , TRUSTEE
Form990-PF 2009
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable
Pag e 13
Yes No
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of
the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organlzatlons9
Transfers from the reporting foundation to a noncharitable exempt organization of
X
la ( l )
(1) Cash
X
1a(2)
(2) Other assets
Other transactions
X
1 b(l )
(1) Sales of assets to a nonchantable exempt organization
X
1 b (2 )
(2) Purchases of assets from a noncharitable exempt organization
X
1b (3 )
(3) Rental of facilities, equipment, or other assets
X
1b4
(4) Reimbursement arrangements
X
1
lb ( 5 )
(5) Loans or loan guarantees
X
1 b( B)
(6) Performance of services or membership or fundraising solicitations
X
1c
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
2a Is the foundation directly or indirectly affiliated with , or related to, one or more tax-exempt organizations described
in section 501 (c) of the Code ( other than section 501 ( c)(3)) or in section 5279
b If "Yes ," complete the following schedule
(b) Type of organization
(a) Name of organization
Yes
(c) Description of relationship
N/A
that
Under pena sdpa ury, I decl
pare
and co
ete Decla ion o
ve examined is return, including accompanying schedules and statements, and to the best of my knowledge and belief, it Is true , correct,
r t an
p
r or fiduciary) Is based on all information
L of which preparer has any knowledge
Signature of officer or trustee
Preparers
N D ^ ^ signature
^
a^ Firm's name (oryours
SULLIVAN &/WORCESTER LL
a^ ifself-employed).
ONE POST OFFICE
addrss,andZIPcode
BOSTON ,
923622
02-02-10
15200420
100919
SEXTON2
MA 02 109
® No
JOAN K.
SEXTON FOUNDATION DAVID A.
FORM 990-PF
RANDA
04-3560389
INTEREST ON SAVINGS AND TEMPORARY CASH INVESTMENTS
STATEMENT
AMOUNT
SOURCE
61.
0.
CITIZENS BANK OF MASSACHUSETTS
LPL INSURED MONEY MARKET
PART I,
TOTAL TO FORM 990-PF,
LINE 3,
DIVIDENDS AND
FORM 990-PF
INTEREST
FEDERATED INCME SHR TR A
PIONEER CASH RESERVES FUND C
PIONEER HIGH YLD FD CL C
PRINCIPAL STRAT MGMENT BAL A
FUND
TOTAL TO FM 990-PF,
PART I,
(A)
EXPENSES
PER BOOKS
DESCRIPTION
& WORCESTER LLP
TO FM 990-PF,
LN 4
PG
1,
16A
LN
CAPITAL GAINS
DIVIDENDS
0.
0.
39,194.
0.
6.
39,194.
728.
0.
728.
39,944.
0.
39,944.
STATEMENT
BTS ASSET MANAGEMENT
TO FORM 990-PF,
(B)
NET INVESTMENT INCOME
PG 1,
LN 16C
100919 SEXTON2
(C)
ADJUSTED
NET INCOME
3
(D)
CHARITABLE
PURPOSES
3,026.
0.
3,026.
3,026.
0.
3,026.
(A)
EXPENSES
PER BOOKS
DESCRIPTION
COLUMN (A)
AMOUNT
16.
6.
OTHER PROFESSIONAL
FORM 990-PF
2
STATEMENT
FROM SECURITIES
LEGAL FEES
FORM 990-PF
15200420
61.
COLUMN A
GROSS AMOUNT
SOURCE
SULLIVAN
1
STATEMENT
FEES
(B)
NET INVESTMENT INCOME
(C)
ADJUSTED
NET INCOME
4
(D)
CHARITABLE
PURPOSES
8,756.
8,756.
0.
8,756.
8,756.
0.
14
2009.03030 JOAN K.
STATEMENT(S) 1, 2, 3, 4
SEXTON FOUNDATION D SEXTON21
JOAN K.
SEXTON FOUNDATION DAVID A.
(A)
EXPENSES
PER BOOKS
DESCRIPTION
FILING FEE (MA FORM PC)
BANK CHARGES
PG 1,
LN 23
(B)
NET INVESTMENT INCOME
(C)
ADJUSTED
NET INCOME
35.
0.
55.
0.
35.
PIONEER HIGH YLD FD CL C
FEDRTD INCME SHRT TR A
LPL INSURED MONEY MARKET
PRINCIPAL STRAT MGMT BAL A FUND
PART II,
SEXTON2
(D)
CHARITABLE
PURPOSES
0.
0.
STATEMENT
BOOK VALUE
TOTAL TO FORM 990-PF,
5
35.
20.
DESCRIPTION
100919
STATEMENT
CORPORATE STOCK
FORM 990-PF
15200420
04-3560389
OTHER EXPENSES
FORM 990-PF
TO FORM 990-PF,
RANDA
LINE 10B
15
2009.03030 JOAN K.
6
FAIR MARKET
VALUE
559,834.
618.
827.
33,312.
805,143.
584.
827.
30,635.
594,591.
837,189.
STATEMENT(S) 5, 6
SEXTON FOUNDATION D SEXTON21
JOAN K.
SEXTON FOUNDATION DAVID A.
FORM 990-PF
RANDA
04-3560389
GRANT APPLICATION SUBMISSION INFORMATION
PART XV, LINES 2A THROUGH 2D
STATEMENT
7
NAME AND ADDRESS OF PERSON TO WHOM APPLICATIONS SHOULD BE SUBMITTED
DAVID A. RANDALL, TRUSTEE
11 HOLBROOK STREET
FOXBOROUGH, MA 02035
TELEPHONE NUMBER
FORM AND CONTENT OF APPLICATIONS
APPLICATIONS SHOULD BE SUBMITTED IN THE FORM OF A LETTER REQUEST PROVIDING
SUFFICIENT DETAILS FOR THE TRUSTEES TO FAIRLY ASSESS THE REQUEST AND THE
USE OF ANY FUNDS GRANTED TO THE APPLICANT.
ANY SUBMISSION DEADLINES
NONE
RESTRICTIONS AND LIMITATIONS ON AWARDS
NONE
15200420
100919 SEXTON2
16
2009.03030 JOAN K.
STATEMENT(S) 7
SEXTON FOUNDATION D SEXTON21