ADELARD A & VALEDA LEA ROY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ADELARD A & VALEDA LEA ROY FOUNDATION (EIN 04-6652923)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-08
- IRS object ID
- 202401299349102110
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T10:52:55-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041433295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046652923 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADELARD AND VALEDA ROY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADEL | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES PO BOX 961209 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021961209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J PUZO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2024-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | PUZO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM M BURKE | PreparerPersonNm |
| PTIN | P01034041 | PTIN |
| Phone | 6172277940 | PhoneNum |
| Preparation | 2024-05-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,637,026 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,506 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,506 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $361,179 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $361,179 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $362,685 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $362,685 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $46,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,125 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $23,125 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,050 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,503 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,378 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $788 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $100 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $688 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,641 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,653 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,863 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $602,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $602,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $671,641 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,653 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $633,863 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$308,956 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $328,032 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $580,391 | CashBOYAmt |
| Cash EOY | $230,295 | CashEOYAmt |
| Cash EOYFMV | $230,295 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,246,481 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,246,481 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,682,940 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,847,262 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,889,337 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,723,791 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,674,134 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,366,113 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,637,026 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,476,891 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,476,891 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $197,243 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$110,778 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,674,134 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,366,113 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,674,134 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,366,113 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,674,134 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$308,956 | ExcessRevenueOverExpensesAmt |
| Other Increases | $935 | OtherIncreasesAmt |
| Subtotal | $4,366,113 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,366,113 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,560 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,560 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,560 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $40 | OverpaymentAmt |
| Applied To ES Tax | $40 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HEMENWAY BARNES LLP | IndividualWithBooksNm |
| Phone | 6172277940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| REV DR NANCY S SMITH | ||||||||
| 2676 WAKEFIELD | WAKEFIELD | NH | 03872 | TRUSTEE | 2.50 | $15,000 | $0 | $0 |
| ELIZABETH M FISHER | ||||||||
| 1865 SHILOH RANCH DRIVE | COLORADO SPRINGS | CO | 80908 | TRUSTEE | 1.00 | $7,500 | $0 | $0 |
| MICHAEL J PUZO | ||||||||
| 75 STATE STREET 16TH FLOOR | BOSTON | MA | 021091466 | TRUSTEE | 2.50 | $23,750 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,628,895 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $671,084 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,299,979 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,299,979 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $199,500 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,100,479 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $655,024 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $655,024 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,560 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,560 | TotalTaxAmt |
| Distributable Before Adj | $650,464 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $650,464 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $650,464 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $633,863 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $633,863 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $650,464 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $597,497 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $633,863 | QualifyingDistributionsAmt |
| Applied To Year1 | $597,497 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,366 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $614,098 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | REV NANCY S SMITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1110 | AddressLine1Txt |
| City | SANBORNVILLE | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03872 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6172277940 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM; 501(C)(3) STATUS SHOULD BE DOCUMENTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPT 30 ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (155 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABILITIES DANCE INCORPORATED | ||||||||
| 2 STRATHMORE ROAD APT 3 | BROOKLINE | MA | 02445 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| ACTON WAKEFIELD WATERSHEDS ALLIANCE INC | ||||||||
| 254 MAIN STREET | UNION | NH | 03887 | NONE | PC | COMMUNITY OUTREACH PROGRAM | $9,000 | |
| ALL DORCHESTER SPORTS AND LEADERSHIP INC | ||||||||
| 1565 DORCHESTER AVENUE | DORCHESTER | MA | 02122 | NONE | PC | AFTERSCHOOL AND OUT OF SCHOOL ENRICHMENT AND HEALTHY EATING PROGRAM | $4,000 | |
| ALLSTON BRIGHTON COMM DEVELOPMENT CORP | ||||||||
| 18R SHEPARD STREET STE 100 | BRIGHTON | MA | 02135 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| ALRAY TAYLOR SECOND CHANCE SCHOLARSHIP FUND CORPORATION | ||||||||
| PO BOX 960400 | BOSTON | MA | 02196 | NONE | PC | MENTOR TRAINING AND SUPPORT | $2,500 | |
| ANEW PLACE INC | ||||||||
| PO BOX 1481 | BURLINGTON | VT | 05402 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| APPALACHIAN MOUNTAIN CLUB | ||||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | NONE | PC | CITIZEN-MONITORED CLIMATE CHANGE INDICATORS PROJECT | $5,000 | |
| ARLINGTON EATS INC | ||||||||
| 117 BROADWAY STE A | ARLINGTON | MA | 02474 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| ARTS IN REACH-ENCOURAGING GROWTH THROUGH THE ARTS | ||||||||
| PO BOX 238 | PORTSMOUTH | NH | 03802 | NONE | PC | PROGRAM SUPPORT | $4,000 | |
| ASPIRE LIVING & LEARNING INC | ||||||||
| 80 ERDMAN WAY 103A | LEOMINSTER | MA | 01453 | NONE | PC | THE PURCHASE OF A POWER BACKUP GENERATOR | $4,000 | |
| AUDUBON VERMONT | ||||||||
| 255 SHERMAN HOLLOW RD | BURLINGTON | VT | 05462 | NONE | PC | HEALTHY FORESTS INITIATIVE | $5,000 | |
| BARRY L PRICE REHABILITATION CENTERS INC | ||||||||
| 27 CHRISTINA STREET | NEWTON | MA | 02461 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| BEAR-PAW REGIONAL GREENWAYS | ||||||||
| PO BOX 19 | DEERFIELD | NH | 03037 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| BENJAMIN FRANKLIN CUMMINGS INSTITUTE OF TECHNOLOGY | ||||||||
| 41 BERKELEY STREET | BOSTON | MA | 02116 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| BEVERLY BOOTSTRAPS COMMUNITY SERVICES | ||||||||
| 35 PARK STREET | BEVERLY | MA | 01915 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| BEYOND SOCCER INC | ||||||||
| 280 MERRIMACK STREET STE 323 | LAWRENCE | MA | 01843 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| BIGELOW LABORATORY FOR OCEAN SCIENCES | ||||||||
| 60 BIGELOW DRIVE | EAST BOOTHBAY | ME | 04544 | NONE | PC | BLOOM OCEAN SCIENCE EDUCATIONAL WORKSHOPS FOR MAINE HIGH SCHOOL JUNIORS AND TEACHERS. | $4,000 | |
| BLESSED STEPHEN BELLESINI OSA ACADEMY INC | ||||||||
| PO BOX 1021 | LAWRENCE | MA | 01842 | NONE | PC | AFTER-SCHOOL & EVENING STUDY PROGRAM | $7,500 | |
| BOOTHBAY SEA AND SCIENCE CENTER | ||||||||
| 12 CARTER ROAD | EAST BOOTHBAY | ME | 04544 | NONE | PC | EXPERIENTIAL ENVIRONMENTAL AND MARINE SCIENCE EDUCATION | $4,000 | |
| BOSTON AREA GLEANERS INC | ||||||||
| 91 MARTIN STREET | ACTON | MA | 01720 | NONE | PC | HUNGER RELIEF PROGRAM | $4,000 | |
| BOSTON ARTS ACADEMY FOUNDATION INC | ||||||||
| 126 BROOKLINE AVENUE 3RD FL | BOSTON | MA | 02215 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER INC | ||||||||
| 38 ASH STREET | BOSTON | MA | 02111 | NONE | PC | THE BCNC YOUTH CENTER | $3,000 | |
| BOSTON COLLEGE HIGH SCHOOL | ||||||||
| 150 WILLIAM T MORRISSEY BLVD | DORCHESTER | MA | 02125 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| BOSTON DEBATE LEAGUE | ||||||||
| 1542 TREMONT STREET | BOSTON | MA | 02120 | NONE | PC | AFTER-SCHOOL DEBATE | $3,000 | |
| BOSTON HIGHER EDUCATION RESOURCE CENTER | ||||||||
| 62 NORTHAMPTON STREET | BOSTON | MA | 02118 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| BOSTON MEDICAL CENTER CORPORATION | ||||||||
| 1 BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 02118 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| BOSTON YOUTH SYMPHONY ORCHESTRA INC | ||||||||
| 855 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | INTENSIVE COMMUNITY PROGRAM | $3,000 | |
| BREAD & ROSES HOUSING INC | ||||||||
| 15 UNION ST STE 401 | LAWRENCE | MA | 01842 | NONE | PC | THE AFFORDABLE HOME OWNERSHIP PROGRAM | $3,000 | |
| BREAKTIME UNITED INC | ||||||||
| 170 PORTLAND STREET | BOSTON | MA | 02114 | NONE | PC | ITS LAUNCHPAD PROGRAM, AN INITIAL ENTRY PROGRAM INTO YOUTH EMPLOYMENT AND SUPPORT | $4,000 | |
| CARROLL CENTER FOR THE BLIND INC | ||||||||
| 770 CENTRE STREET | NEWTON | MA | 02458 | NONE | PC | VISION SERVICES FOR THE BLIND AND VISUALLY IMPAIRED | $5,000 | |
| CATCHING THE DREAM | ||||||||
| 8200 MOUNTAIN RD NE | ALBUQUERQUE | NM | 87110 | NONE | PC | THE MESBEC SCHOLARSHIP PROGRAM, TO SUPPORT STUDENTS WHO WILL STUDY MATH, ENGINEERING, SCIENCE, BUSINESS, EDUCATION, AND COMPUTER SCIENCE | $7,500 | |
| CATHOLIC CHARITIES MAINE | ||||||||
| PO BOX 10660 | PORTLAND | ME | 04104 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| CATIE'S CLOSET INC | ||||||||
| 19 SCHOOL STREET | DRACUT | MA | 01826 | NONE | PC | THE BOSTON PUBLIC SCHOOLS EXPANSION | $2,000 | |
| CENTER FOR ECOTECHNOLOGY INC | ||||||||
| 112 ELM STREET | PITTSFIELD | MA | 01201 | NONE | PC | ECOFELLOWSHIP PROGRAM AND COMMUNITY-BASED OUTREACH AND EDUCATION | $3,000 | |
| CHAMELEON ARTS ENSEMBLE OF BOSTON INC | ||||||||
| 6 ROCKY NOOK TERRACE | BOSTON | MA | 02130 | NONE | PC | SEASON PROGRAMS | $2,000 | |
| CHARLES RIVER CONSERVANCY INC | ||||||||
| 43 THORNDIKE STREET S3-3 | CAMBRIDGE | MA | 02141 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CHOCORUA LAKE CONSERVANCY | ||||||||
| PO BOX 105 | CHOCORUA | NH | 03817 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| COASTAL MOUNTAINS LAND TRUST | ||||||||
| 101 MOUNT BATTIE STREET | CAMDEN | ME | 04843 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| COMMUNITY HEALTH CONNECTIONS INC | ||||||||
| 326 NICHOLS ROAD | FITCHBURG | MA | 01420 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| COMMUNITY MUSIC CENTER OF BOSTON | ||||||||
| 34 WARREN AVENUE | BOSTON | MA | 02116 | NONE | PC | COMMUNITY ENGAGEMENT AND ARTS SECTOR YOUTH WORKFORCE DEVELOPMENT | $4,000 | |
| COMMUNITY MUSIC SCHOOL OF SPRINGFIELD | ||||||||
| 127 STATE STREET | SPRINGFIELD | MA | 01103 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| COMMUNITY ROWING INC | ||||||||
| 20 NONANTUM ROAD | BRIGHTON | MA | 02135 | NONE | PC | LET'S ROW | $2,000 | |
| COMUNIDADES ENRAIZADAS COMMUNITY LAND TRUST INC | ||||||||
| 90 EVERETT AVENUE STE 10 | CHELSEA | MA | 02150 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| COOLEY DICKINSON VNA & HOSPICE | ||||||||
| PO BOX 329 | NORTHAMPTON | MA | 01061 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CRISTO REY BOSTON HIGH SCHOOL INC | ||||||||
| 100 SAVIN HILL AVENUE | BOSTON | MA | 02125 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CUMBERLAND COUNTY FOOD SECURITY COUNCIL | ||||||||
| 111 WESCOTT ROAD | SOUTH PORTLAND | ME | 04106 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| DIGNITY MATTERS INC | ||||||||
| 861 EDGELL ROAD | FRAMINGHAM | MA | 01701 | NONE | PC | ACCESS TO MENSTRUAL CARE PRODUCTS IN MASSACHUSETTS | $2,500 | |
| DIOCESE OF WORCESTER FBO SAINT PAUL DIOCESAN JRSR HIGH SCHOOL | ||||||||
| 144 GRANITE STREET | WORCESTER | MA | 01604 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| DISCOVERY MUSEUM | ||||||||
| 177 MAIN STREET | ACTON | MA | 01720 | NONE | PC | OPEN DOOR CONNECTIONS | $5,000 | |
| DOC WAYNE YOUTH SERVICES INC | ||||||||
| 418 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| ELEANORE'S PROJECT | ||||||||
| PO BOX 3541 | MISSOULA | MT | 59806 | NONE | PC | WHEELCHAIRS FOR CHILDREN WITH DISABILITIES IN PERU | $13,000 | |
| EPSILON SPIRES INC | ||||||||
| 190 MAIN STREET | BRATTLEBORO | VT | 05301 | NONE | PC | OUTREACH AND ACCESSIBILITY INITIATIVE | $2,500 | |
| ESSEX ART CENTER INC | ||||||||
| 56 ISLAND STREET 1 | LAWRENCE | MA | 01840 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| EVKIDS INC | ||||||||
| 218 ADAMS STREET 220502 | DORCHESTER | MA | 02122 | NONE | PC | THE AFTER-SCHOOL TUTORING PROGRAM | $4,000 | |
| FAMILY HEALTH PROJECT INC | ||||||||
| 175 ANDOVER STREET STE 101 | DANVERS | MA | 01923 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| FAMILYAID BOSTON | ||||||||
| 3815 WASHINGTON STREET | BOSTON | MA | 02130 | NONE | PC | BOSTON PUBLIC SCHOOLS HOMELESSNESS PREVENTION PROGRAM | $4,000 | |
| FIRST UNITED BAPTIST CHURCH | ||||||||
| 99 CHURCH STREET | LOWELL | MA | 01852 | NONE | PC | A NEW BOILER FOR THE MULTICULTURAL CHRISTIAN EDUCATION BUILDING. | $4,000 | |
| FLORIDA SCHOOL OF HOLISTIC LIVING INC FBO SAGE MOUNTAIN BOTANICAL SANCTU | ||||||||
| 650 MAITLAND AVENUE | ALTAMONTE SPRINGS | FL | 32701 | NONE | PC | AFTER SCHOOL IN NATURE PROGRAM | $5,000 | |
| FOOD LINK INC | ||||||||
| 108 SUMMER STEET | ARLINGTON | MA | 02474 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| FOUNDATION TO ADVANCE CATHOLIC EDUCATION INC | ||||||||
| 450 HIGHLAND AVENUE | FALL RIVER | MA | 02720 | NONE | PC | SCHOLARSHIP SUPPORT | $4,000 | |
| FRIENDS OF HOLLY HILL FARM INC | ||||||||
| 236 JERUSALEM ROAD | COHASSET | MA | 02025 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| FRIENDS OF THE CHILDREN-BOSTON | ||||||||
| 184 DUDLEY STREET STE 100 | BOSTON | MA | 02119 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| FRIENDSHIPWORKS INC | ||||||||
| 105 CHAUNCY STREET | BOSTON | MA | 02111 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| GIRLS INCORPORATED OF LYNN | ||||||||
| 50 HIGH STREET | LYNN | MA | 01902 | NONE | PC | THE ODYSSEY AFTER-SCHOOL PROGRAM | $4,000 | |
| GOOD SHEPHERD PARISH | ||||||||
| 271 MAIN STREET | SACO | ME | 04072 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| GREEN MOUNTAIN CLUB INC | ||||||||
| 4711 WATERBURY-STOWE ROAD | WATERBURY CENTER | VT | 05677 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| GREEN MOUNTAIN CONSERVATION GROUP | ||||||||
| 256 HUNTRESS BRIDGE ROAD | EFFINGHAM | NH | 03882 | NONE | PC | WATERSHED EDUCATION INITIATIVE | $3,000 | |
| GROW FOOD NORTHAMPTON INC | ||||||||
| 221 PINE STREET 349 | FLORENCE | MA | 01062 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||||
| 285 PEACHTREE CENTER AVE NE STE | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING SUPPORT FOR HABITAT FOR HUMANITY GREATER BOSTON | $8,000 | 2700 |
| HALEY HOUSE INC | ||||||||
| 23 DARTMOUTH STREET | BOSTON | MA | 02116 | NONE | PC | THE TAKE BACK THE KITCHEN PROGRAM | $4,000 | |
| HARBOR HOMES INC | ||||||||
| 45 HIGH STREET | NASHUA | NH | 03060 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| HAVEN PROJECT INC | ||||||||
| 57 MUNROE STREET | LYNN | MA | 01901 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| HEALTHY WALTHAM | ||||||||
| 510 MOODY STREET | WALTHAM | MA | 02453 | NONE | PC | THE EMERGENCY FOOD PANTRY | $4,000 | |
| HEARTOFAGIANT FOUNDATION INC | ||||||||
| BLUE HILL AVENUE | MILTON | MA | 02186 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| HOME HEALTH & HOSPICE CARE | ||||||||
| 7 EXECUTIVE PARK DRIVE | MERRIMACK | NH | 03054 | NONE | PC | MUSIC AT THE BEDSIDE | $7,500 | |
| HOPE FLOATS HEALING & WELLNESS CENTER | ||||||||
| PO BOX 345 | KINGSTON | MA | 02364 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| HORIZONS FOR HOMELESS CHILDREN | ||||||||
| 1785 COLUMBUS AVENUE | BOSTON | MA | 02119 | NONE | PC | EARLY EDUCATION FOR CHILDREN EXPERIENCING HOMELESSNESS | $4,000 | |
| HYDE SQUARE TASK FORCE | ||||||||
| 30 SUNNYSIDE STREET | BOSTON | MA | 02130 | NONE | PC | JVENES EN ACCIN/YOUTH IN ACTION PROGRAM | $4,000 | |
| INQUILINOS BORICUAS EN ACCION INC | ||||||||
| 453 SHAWMUT AVENUE | BOSTON | MA | 02118 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| INTERFAITH SOCIAL SERVICES INC | ||||||||
| 105 ADAMS STREEET | QUINCY | MA | 02169 | NONE | PC | THE FOOD PANTRY. | $3,000 | |
| INTERNATIONAL INSTITUTE OF NEW ENGLAND INC | ||||||||
| 2 BOYLSTON STREET STE 3 | BOSTON | MA | 02116 | NONE | PC | THE WELCOME, INTEGRATION, AND NATURALIZATION (WIN) PROGRAM | $7,500 | |
| IRISH PASTORAL CENTRE | ||||||||
| 540 GALLIVAN BLVD | BOSTON | MA | 02124 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| JOHN W GRAHAM EMERGENCY SHELTER SERVICES | ||||||||
| 69 MAIN STREET | VERGENNES | VT | 05491 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| LA VIDA SCHOLARS INC | ||||||||
| 120 MUNROE STREET | LYNN | MA | 01901 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| LAKE CHAMPLAIN CHAMBER MUSIC FESTIVAL | ||||||||
| 20 WINOOSKI FALLS WAY STE 7 | WINOOSKI | VT | 05404 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| LAKE CHAMPLAIN COMMUNITY SAILING CENTER INC | ||||||||
| 505 LAKE STREET | BURLINGTON | VT | 05401 | NONE | PC | EDUCATION PROGRAM EXPANSION | $4,000 | |
| LEAP FOR EDUCATION INC | ||||||||
| 35 CONGRESS STREET STE 102 | SALEM | MA | 01970 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| LIVE AND LET LIVE FARM | ||||||||
| 20 PARADISE LANE | CHICHESTER | NH | 03258 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| LOVIN' SPOONFULS INC | ||||||||
| 189 WELLS AVENUE 100 | NEWTON | MA | 02459 | NONE | PC | FOOD RESCUE AND HUNGER RELIEF IN GREATER BOSTON | $4,000 | |
| LUCY'S LOVE BUS CHARITABLE TRUST | ||||||||
| 21 WATER STREET STE 302 | AMESBURY | MA | 01913 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| MAB COMMUNITY SERVICES INC | ||||||||
| 200 IVY STREET | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| MABEL CENTER FOR IMMIGRANT JUSTICE | ||||||||
| 200 PORTLAND STREET 5TH FL | BOSTON | MA | 02114 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| MAINE APPALACHIAN TRAIL CLUB INC | ||||||||
| PO BOX 7564 | PORTLAND | ME | 04112 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| MANOMET INC | ||||||||
| PO BOX 1770 | MANOMET | MA | 02345 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MASSACHUSETTS COALITION FOR THE HOMELESS | ||||||||
| 73 BUFFUM STREET | LYNN | MA | 01902 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| MERRIMACK REPERTORY THEATRE | ||||||||
| 132 WARREN STREET | LOWELL | MA | 01852 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| MERRIMACK VALLEY FOOD BANK | ||||||||
| 735 BROADWAY STREET | LOWELL | MA | 01854 | NONE | PC | FOOD DISTRIBUTION PROGRAM | $4,000 | |
| MISSION OF DEEDS INC | ||||||||
| 6 CHAPIN AVENUE | READING | MA | 01867 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| MOOSE MOUNTAINS REGIONAL GREENWAYS | ||||||||
| 254 MAIN STREET 109 | UNION | NH | 03887 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MOUNT GRACE LAND CONSERVATION TRUST INC | ||||||||
| 1461 OLD KEENE ROAD | ATHOL | MA | 01331 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MY BROTHER'S KEEPER INC | ||||||||
| PO BOX 338 | EASTON | MA | 02356 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| MYSTIC RIVER WATERSHED ASSOCIATION INC | ||||||||
| 20 ACADEMY STREET STE 306 | SOMERVILLE | MA | 02476 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| NATURAL RESOURCES COUNCIL OF MAINE | ||||||||
| 3 WADE STREET | AUGUSTA | ME | 04330 | NONE | PC | GENERAL OPERATING SUPPORT | $9,000 | |
| NEW HAMPSHIRE CATHOLIC CHARITIES INC | ||||||||
| 100 WILLIAM LOEB DRIVE UNIT 3 | MANCHESTER | NH | 03109 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| NEW HAMPSHIRE CATHOLIC CHARITIES INC | ||||||||
| 100 WILLIAM LOEB DRIVE UNIT 3 | MANCHESTER | NH | 03109 | NONE | PC | THE CAREGIVERS PROGRAM | $3,000 | |
| NEW HAMPSHIRE PROJECT LEARNING TREE | ||||||||
| 54 PORTSMOUTH STREET | CONCORD | NH | 03301 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NORTH BENNET STREET SCHOOL | ||||||||
| 150 NORTH STREET | BOSTON | MA | 02109 | NONE | PC | SCHOLARSHIPS | $6,000 | |
| NORTHEAST WILDERNESS TRUST | ||||||||
| 17 STATE STREET | MONTPELIER | VT | 05602 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| NORWELL VISITING NURSE ASSOCIATION INC | ||||||||
| 120 LONGWATER DRIVE | NORWELL | MA | 02061 | NONE | PC | CHARITABLE CARE AT THE PAT ROCHE HOSPICE HOME | $5,000 | |
| OLD NORTH ILLUMINATED INC | ||||||||
| 193 SALEM STREET | BOSTON | MA | 02113 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| OMAR BIN AL KHATTAB MASJID CO GREATER PORTLAND HALAL PANTRY | ||||||||
| 269 SAINT JOHN STREET | PORTLAND | ME | 04102 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| ON THE MOVE INC | ||||||||
| 3 MCALLISTER WAY | METHUEN | MA | 01844 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| ON THE RISE INC | ||||||||
| 341 BROADWAY | CAMBRIDGE | MA | 02139 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| OPEN TABLE INC | ||||||||
| 33 MAIN STREET | MAYNARD | MA | 01754 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| OSSIPEE LAKE ALLIANCE INC | ||||||||
| PO BOX 173 | FREEDOM | NH | 03836 | NONE | PC | DRINKING WATER PROTECTION PHASE II | $7,500 | |
| PATHWAYS FOR CHILDREN INC | ||||||||
| 29 EMERSON AVENUE | GLOUCESTER | MA | 01930 | NONE | PC | FAMILY ENRICHMENT PROGRAM | $2,000 | |
| PISCATAQUOG LAND CONSERVANCY | ||||||||
| 5A MILL STREET | NEW BOSTON | NH | 03070 | NONE | PC | GENERAL OPERATING SUPPORT | $8,000 | |
| PRESERVATION TRUST OF VERMONT INC | ||||||||
| 90 MAIN STREET STE 304 | MONTPELIER | VT | 05602 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| PROJECT HOME AGAIN | ||||||||
| PO BOX 1236 | ANDOVER | MA | 01810 | NONE | PC | OPERATING SUPPORT FOR HOUSEHOLD GOODS DISTRIBUTION TO LOW-INCOME FAMILIES | $2,000 | |
| QUEBEC LABRADOR FOUNDATION INC | ||||||||
| 4 SOUTH MAIN STREET | IPSWICH | MA | 01938 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| RAW ART WORKS INC | ||||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NONE | PC | FREE ARTS-BASED PROGRAMMING FOR UNDERSERVED YOUTH | $5,000 | |
| REACH BEYOND DOMESTIC VIOLENCE | ||||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | NONE | PC | COMMUNITY BASED ADVOCACY FOR DOMESTIC ABUSE SURVIVORS | $4,000 | |
| RIA INC | ||||||||
| 330 COCHITUATE ROAD UNIT 1784 | FRAMINGHAM | MA | 01701 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| ROGERSON COMMUNITIES | ||||||||
| 1 FLORENCE STREET | ROSLINDALE | MA | 02131 | NONE | PC | RESTORING MUSIC THERAPY AT ROGERSON'S ADULT DAY HEALTH PROGRAMS | $4,500 | |
| ROOT NS INC | ||||||||
| 35 CONGRESS STREET STE 2350 | SALEM | MA | 01970 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| ROSIE'S PLACE INC | ||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PC | IMPROVING FOOD ACCESS FOR POOR AND HOMELESS WOMEN IN THE GREATER BOSTON AREA | $4,000 | |
| SAVE THE BAY INC | ||||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | NONE | PC | THE NARRAGANSETT BAY FIELD STUDIES PROGRAM AT CENTRAL FALLS HIGH SCHOOL | $2,500 | |
| SCHOOL ON WHEELS OF MASSACHUSETTS | ||||||||
| 100 LAUREL STREET 121 | EAST BRIDGEWATER | MA | 02333 | NONE | PC | FOR OPERATING SUPPORT AND FOR STRATEGIC PLAN IMPLEMENTATION | $4,000 | |
| SECOND STEP INC | ||||||||
| 2815 SECOND AVENUE STE 400 | SEATTLE | WA | 98121 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| SHARE OUTREACH INC | ||||||||
| ONE COLUMBUS AVENUE | MILFORD | NH | 03055 | NONE | PC | OPERATING SUPPORT FOR HUNGER RELIEF PROGRAMS | $5,000 | |
| SHELTER MUSIC BOSTON INC | ||||||||
| 1337 MASSACHUSETTS AVENUE | ARLINGTON | MA | 02474 | NONE | PC | CLASSICAL MUSIC CONCERTS AT HOMELESS SHELTERS, RECOVERY CENTERS, AND LOW-INCOME HOUSING SITES THROUGHOUT GREATER BOSTON. | $2,500 | |
| SOCIEDAD LATINA INC | ||||||||
| 1530 TREMONT STREET | ROXBURY CROSSING | MA | 02120 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| SOCIETY FOR THE PROTECTION OF NEW HAMPSHIRE FORESTS | ||||||||
| 54 PORTSMOUTH STREET | CONCORD | NH | 03301 | NONE | PC | THE MOOSE MOUNTAINS COSKIE CONSERVATION EASEMENT PROJECT | $10,000 | |
| SOUTH SHORE COMMUNITY ACTION COUNCIL INC | ||||||||
| 71 OBERY STREET | PLYMOUTH | MA | 02360 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| SOUTHERN VERMONT AREA HEALTH EDUCATION CENTER INC | ||||||||
| 368 RIVER STREET STE 145 | SPRINGFIELD | VT | 05156 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| ST FRANCIS HOUSE | ||||||||
| 7 BOYLSTON SQUARE | BOSTON | MA | 02116 | NONE | PC | REFUGE BASIC NEEDS SERVICES | $5,000 | |
| STRONG WOMEN STRONG GIRLS INC | ||||||||
| 89 S STREET LL02 | BOSTON | MA | 02111 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| STUDENT CLINIC FOR IMMIGRANT JUSTICE INC | ||||||||
| 217 HANOVER STREET STE 320 | BOSTON | MA | 02113 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| THE CHILDREN'S ROOM | ||||||||
| 1210 MASSACHUSETTS AVENUE | ARLINGTON | MA | 02474 | NONE | PC | GRIEF PEER SUPPORT GROUPS | $3,000 | |
| THE OPEN DOOR CAPE ANN FOOD PANTRY INC | ||||||||
| 28 EMERSON AVENUE | GLOUCESTER | MA | 01930 | NONE | PC | HEALTHY FOOD ACCESS FOR CHILDREN AND FAMILIES | $4,000 | |
| THE SALEM PANTRY INC | ||||||||
| 47 LEAVITT STREET | SALEM | MA | 01970 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| TRINITY BOSTON CONNECTS | ||||||||
| 206 CLARENDON STREET | BOSTON | MA | 02116 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| TRUST FOR PUBLIC LAND | ||||||||
| 3 SHIPMAN PLACE | MONTPELIER | VT | 05602 | NONE | PC | GENERAL OPERATING SUPPORT FOR THE NORTHERN NEW ENGLAND CONSERVATION PROGRAM | $9,000 | |
| TRUSTEES OF ELIOT SCHOOL | ||||||||
| 16 CHARTER STREET | BOSTON | MA | 02113 | NONE | PC | THE TEEN BRIDGE PROGRAM | $5,000 | |
| UPPER VALLEY HAVEN | ||||||||
| 713 HARTFORD AVENUE | WHITE RIVER JUNCTION | VT | 05001 | NONE | PC | UPPER VALLEY HIGH SCHOOL TRAIL CORPS | $4,000 | |
| UPPER VALLEY TRAILS ALLIANCE INC | ||||||||
| 326 MAIN STREET | NORWICH | VT | 05055 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| URBAN FARMING INSTITUTE OF BOSTON INC | ||||||||
| PO BOX 260371 | MATTAPAN | MA | 02126 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| VERMONT FOODBANK | ||||||||
| 33 PARKER ROAD | BARRE | VT | 05641 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| VERMONT NATURAL RESOURCES COUNCIL INC | ||||||||
| 11 BALDWIN STREET | MONTPELIER | VT | 05602 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| VNA AT HCS INC | ||||||||
| 312 MARLBORO STREET | KEENE | NH | 03431 | NONE | PC | GRIEF AND BEREAVEMENT SPECIALTY GROUP SUPPORT | $3,000 | |
| WOMEN'S LUNCH PLACE INC | ||||||||
| PO BOX 170900 | BOSTON | MA | 02177 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| WORCESTER YOUTH CENTER INC | ||||||||
| 326 CHANDLER STREET | WORCESTER | MA | 01602 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| Y2Y NETWORK | ||||||||
| 1 CHURCH STREET | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| YOUTH OPPORTUNITIES UNLIMITED INC | ||||||||
| 224 BROCK AVENUE | NEW BEDFORD | MA | 02744 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ZUMIX INC | ||||||||
| 260 SUMNER STREET | EAST BOSTON | MA | 02128 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $602,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,506 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $361,179 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $362,685 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $362,685 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES | CategoryTxt |
| Amt | $6,100 | Amt |
| Net Investment Income | $3,050 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,050 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3,000 SHRS ABBOTT LABS | $65,059 | $330,210 |
| 3,000 SHRS ABBVIE INC COM | $70,550 | $464,910 |
| 13,000 SHRS AT&T INC | $146,337 | $218,140 |
| 7,000 SHRS BRISTOL MYERS SQUIBB CO | $91,935 | $359,170 |
| 3,500 SHRS CHEVRON CORP | $120,044 | $522,060 |
| 4,000 SHRS DUKE ENERGY CORP NEW | $138,017 | $388,160 |
| 3,070 SHRS ENBRIDGE INC CAD | $44,027 | $110,581 |
| 5,000 SHRS EXXON MOBIL CORP | $82,863 | $499,900 |
| 2,500 SHRS IDACORP INC | $72,363 | $245,800 |
| 2,000 SHRS INTEL CORP | $44,261 | $100,500 |
| 1,500 SHRS IBM | $60,609 | $245,325 |
| 4,000 SHRS JOHNSON & JOHNSON COM | $49,074 | $626,960 |
| 5,500 SHRS JPMORGAN CHASE & CO | $135,624 | $935,550 |
| 1,500 SHRS KIMBERLY CLARK CORP | $24,137 | $182,265 |
| 4,500 SHRS LILLY ELI & CO | $62,666 | $2,623,140 |
| 6,000 SHRS MERCK & CO INC NEW COM | $79,506 | $654,120 |
| 2,000 SHRS MICROSOFT CORP | $47,791 | $752,080 |
| 7,000 SHRS PFIZER INC | $44,169 | $201,530 |
| 3,200 SHRS PROCTER & GAMBLE CO | $36,935 | $468,928 |
| 6,000 SHRS ROYAL DUTCH SHELL PLC CL A | $147,270 | $394,800 |
| 1,500 SHARES STATE STREET CORP | $53,179 | $116,190 |
| 2,000 SHRS TRANSCANADA CORP | $65,492 | $78,180 |
| 5,000 SHRS UNILEVER PLC AMER SHS | $64,959 | $242,400 |
| 8,000 SHRS VERIZON COMMUNICATIONS INC | $206,060 | $301,600 |
| 1,000 SHRS WALGREENS BOOTS ALLIANCE INC | $43,505 | $26,110 |
| 2,000 SHRS WALT DISNEY CO | $20,393 | $180,580 |
| 1,000 SHRS ZIMMER BIOMET HOLDINGS INC | $24,672 | $121,700 |
| 760 SHRS CORTEVA INC | $13,237 | $36,419 |
| 760 SHRS DOW INC | $25,849 | $41,678 |
| 760 SHRS DUPONT DE NEMOURS INC | $37,933 | $58,467 |
| 1794 SHRS EVERGY INC | $73,437 | $93,647 |
| 868 SHRS VIATRIS INC | $2,424 | $9,400 |
| 300 SHRS KYNDRYL HOLDINGS INC | $2,646 | $6,234 |
| 600 SHRS ORGANON & CO | $3,980 | $8,652 |
| 100 SHRS ZIMVIE INC | $583 | $1,775 |
| 3,144 SHRS WARNER BROS DISCOVERY INC | $44,895 | $35,779 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 81299.868 SHRS ALLSPRING ABSOLUTE RETURN FUND CLASS A | AT COST | $912,560 | $884,543 |
| 78950.857 SHRS UBS GLOBAL ALLOCATION FD CL A | AT COST | $976,777 | $839,248 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES | CategoryTxt |
| Legal Fees | $10,000 | LegalFeesAmt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROGRAM EXPENSES | $563 | $0 | $563 |
| MA PC FILING FEE | $125 | $0 | $125 |
| ADR FEES | $100 | $100 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX TIMING DIFFERENCES | $326 |
| COST BASIS ADJUSTMENTS | $609 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,378 | $3,378 | $0 |
| FEDERAL ESTIMATED TAXES | $3,125 | $0 | $0 |
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