LYNCH FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LYNCH FOUNDATION (EIN 04-3017940)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-01
- IRS object ID
- 202302139349100725
- Schema version
- 2022v5.0
- 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 Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-01T16:42:07-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043017940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LYNCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYNC | BusinessNameControlTxt |
| Phone | 6176391280 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 STATE ST 404 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN EVERETT | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6176391280 | PhoneNum |
| Signature | 2023-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHRYN | PersonFirstNm |
| Person Last | EVERETT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID KELLEHER CPA | PreparerPersonNm |
| PTIN | P01059560 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2023-06-30 | 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 | 2022 | 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 | $115,314,269 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,243,506 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,243,506 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,763,469 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $192,801,555 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$12,519,963 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,243,506 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $532,535 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $532,535 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $330,335 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $82,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $248,335 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $207,731 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $11,495 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $192,907 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $505 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $505 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $90,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $90,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,038,558 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $815,839 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $222,719 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $49,398 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,259 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $40,553 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $78,010 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $78,010 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $32,616 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $32,616 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $105,651 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $105,651 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,466,039 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $913,593 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,544,531 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,804,863 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,804,863 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,270,902 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $913,593 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,349,394 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,790,865 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $329,913 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,220,261 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,283,568 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,283,568 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $15,020 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $206,175 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $206,175 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $93,417,018 | CorporateStockBOYAmt |
| Corporate Stock EOY | $86,576,721 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $86,576,721 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $65,353,897 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,237,584 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,237,584 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,221 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $10,221 | LandEOYAmt |
| Land EOYFMV | $10,221 | LandEOYFMVAmt |
| Other Assets BOY | $2,000,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,000,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,000,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $176,006,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,314,269 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $115,314,269 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $115,875 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $119,204 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $499,730 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $615,605 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $119,204 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $175,390,591 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $115,195,065 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $175,390,591 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $115,195,065 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $176,006,196 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $115,314,269 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $175,390,591 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,790,865 | ExcessRevenueOverExpensesAmt |
| Other Increases | $485,828 | OtherIncreasesAmt |
| Subtotal | $152,085,554 | SubtotalAmt |
| Other Decreases | $36,890,489 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $115,195,065 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $192,801,555 | GrossSalesPriceAmt |
| Cost Or Other Basis | $206,565,024 | CostOrOtherBasisAmt |
| Gain Or Loss | -$13,763,469 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$13,763,469 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,763,469 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,586 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,586 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,586 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $127,903 | 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 | $127,903 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $123,317 | OverpaymentAmt |
| Applied To ES Tax | $123,317 | 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 | 0 | 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 | THELYNCHFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | KATHRYN EVERETT EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 6176391280 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 STATE ST STE 404 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| PETER S LYNCH | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | PRESIDENT AND CHAIRMAN | 1.00 | $0 | $0 | $0 |
| RICHARD SPILLANE | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TREASURER | 1.00 | $0 | $0 | $0 |
| ELIZABETH DE MONTRICHARD | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ANNE LUKOWSKI | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| RALPH C SWEETLAND MD | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARY WITKOWSKI | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN REGAN | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NANCY COOLIDGE | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| AMANDA FERNANDEZ | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES MORTON | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARIE-CLAUDE TANNY | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATHRYN M EVERETT | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | EXECUTIVE DIRECTOR | 40.00 | $532,538 | $82,203 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| VICTORIA PRUDDEN | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | CHIEF OF STAFF | 40.00 | $143,720 | $46,545 | $0 |
| ASHLEY MEANY | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TRADING & INVESTMENT | 20.00 | $74,731 | $40,275 | $0 |
| NIA MOE | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | GRANTS, OPS, & COMMS | 40.00 | $53,846 | $15,232 | $0 |
| SHIONA DE CARVALHO | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | RESEARCH & EVALUATIO | 40.00 | $50,769 | $12,420 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BUILDING IMPACT | |||||
| 44 HOWARD AVENUE | NEW HAVEN | CT | 06519 | STRATEGIC PLANNING | $150,000 |
| VILMS CONSULTING | |||||
| 3 POST OFFICE SQUARE | BOSTON | MA | 02109 | ACCOUNTING SERVICES | $58,475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $85,635,592 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,986,855 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $22,237,583 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $116,860,030 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $116,860,030 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,752,900 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $115,107,130 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,755,357 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,755,357 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,586 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,586 | TotalTaxAmt |
| Distributable Before Adj | $5,750,771 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,500,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,250,771 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,250,771 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,349,394 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,349,394 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,250,771 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,341,315 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,920,720 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,227,134 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,224,770 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,155,936 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,869,875 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,349,394 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,250,771 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,098,623 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,968,498 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,341,315 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,627,183 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,920,720 | ExcessFromYear4Amt |
| Excess From Year3 | $3,227,134 | ExcessFromYear3Amt |
| Excess From Year2 | $3,224,770 | ExcessFromYear2Amt |
| Excess From Year1 | $5,155,936 | ExcessFromYear1Amt |
| Excess From Current Year | $3,098,623 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER S LYNCH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHRYN M EVERETT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 STATE ST STE 404 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6176391280 | RecipientPhoneNum |
| Form And Info And Materials | ALL REQUESTS ARE SUBMITTED ELECTRONICALLY THROUGH THE LYNCH FOUNDATION WEBSITE: WWW.THELYNCHFOUNDATION.COM. APPLICANTS SHOULD FILL OUT THE CONCEPT PAPER WHICH INCLUDES INFORMATION ABOUT THE ORGANIZATION, DESCRIPTION OF REQUEST AND OBJECTIVES OF THEIR REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE CONCEPT PAPERS ARE REVIEWED ON A ROLLING PROCESS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST BE A 501(C)(3) ORGANIZATION THAT PERFORMS WORK PRIMARILY IN MASSACHUSETTS AND BE UNDER THE GIVING GUIDELINES OF EDUCATION, HEALTH CARE AND WELLNESS INCLUDING SOCIAL DETERMINANTS OF HEALTH, PRESERVATION AND ACCESS TO CULTURAL AND HISTORIC ASSETS AND OPEN SPACE FOR ALL, THE RELIGIOUS AND EDUCATIONAL EFFORTS OF THE ROMAN CATHOLIC CHURCH, AND HOUSING AND HOMELESSNESS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN FEDERATION FOR CHILDREN | ||||||
| 1020 19TH ST NW SUITE 675 | WASHINGTON | DC | 20036 | PC | CATHOLIC SCHOOLS DATABASE | $150,000 |
| AMERICAN IRELAND FUND | ||||||
| 10 POST OFFICE SQUARE SUITE 1205 | BOSTON | MA | 02109 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| ARCHDIOCESE OF BOSTON | ||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | PC | CARDINAL'S APPEAL, CLERGY BENEFIT TRUST, CATHOLIC SCHOOLS SUPPORT | $273,923 |
| ARTISTS FOR HUMANITY | ||||||
| 100 W SECOND STREET | BOSTON | MA | 02184 | PC | LEADERSHIP TRANSITION FUND | $530,000 |
| BOSTON CELTICS SHAMROCK FOUNDATION | ||||||
| 226 CAUSEWAY ST 4TH FLOOR | BOSTON | MA | 02114 | PC | BOSTON CELTICS UNITED FOR SOCIAL JUSTICE INITIATIVE | $100,000 |
| BOSTON CHILDREN'S HOSPITAL | ||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | PC | RESEARCH CENTER | $180,000 |
| BOSTON CHILDREN'S MUSEUM | ||||||
| 308 CONGRESS STREET | BOSTON | MA | 02210 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| BOSTON COLLEGE POPS ON THE HEIGHTS | ||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | PC | SCHOLARSHIP SUPPORT | $75,000 |
| BOSTON COLLEGE WALL ST COUNCIL | ||||||
| 141 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | PC | SCHOLARSHIP SUPPORT | $25,000 |
| BOSTON PARKS AND RECREATION DEPARTMENTS | ||||||
| 46 WALTHAM ST 2A | BOSTON | MA | 02184 | PC | BOSTON COMMON TREE LIGHTING | $10,000 |
| BOSTON SCHOOLS FUND | ||||||
| 31 HEATH STREET | BOSTON | MA | 02130 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| BOYS AND GIRLS CLUBS OF BOSTON | ||||||
| 50 CONGRESS STREET SUITE 730 | BOSTON | MA | 02109 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| CAMBRIDGE COLLEGE | ||||||
| 500 RUTHERFORD AVE | BOSTON | MA | 02129 | PC | SCHOLARSHIP SUPPORT | $106,675 |
| CAMP HARBOR VIEW FOUNDATION | ||||||
| 200 CLARENDON STREET | BOSTON | MA | 02116 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| CAREERSPRING FOUNDATION | ||||||
| 5311 VALERIE ST | BELLAIRE | TX | 77401 | PC | PROGRAM EXPANSION | $25,000 |
| CATHOLIC CHARITIES | ||||||
| 75 KNEELAND ST 8TH FLOOR | BOSTON | MA | 02111 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| CATHOLIC COMMUNITY FUND | ||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | PC | MARKETING SUPPORT | $2,955 |
| CATHOLIC RELIEF SERVICES | ||||||
| 228 W LEXINGTON STREET | BALTIMORE | MD | 02184 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| CATHOLIC SCHOOLS FOUNDATION | ||||||
| 67 BATTERYMARCH STREET 6TH FLOOR | BOSTON | MA | 02110 | PC | ENDOWMENT SUPPORT | $2,115,000 |
| CHARLES RIVER CONSERVANCY | ||||||
| 43 THORNDIKE ST | CAMBRIDGE | MA | 02141 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| CITY YEAR BOSTON | ||||||
| 287 COLUMBUS AVENUE | BOSTON | MA | 02116 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| COMMUNITY MUSIC CENTER OF BOSTON | ||||||
| 34 WARREN AVENUE | BOSTON | MA | 02116 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| EAST BOSTON CENTRAL CATHOLIC | ||||||
| 69 LONDON ST | BOSTON | MA | 02128 | PC | EARLY CHILDHOOD PROGRAM | $6,634 |
| EAST BOSTON SOCIAL CENTERS | ||||||
| 68 CENTRAL SQUARE | BOSTON | MA | 02128 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| EDEN INC | ||||||
| 717 SOUTH STREET | BOSTON | MA | 02110 | PC | GENERAL OPERATING SUPPORT | $60,000 |
| EMMANUEL COLLEGE | ||||||
| 400 THE FENWAY | BOSTON | MA | 02115 | PC | CAROLYN A. LYNCH INSTITUTE | $50,000 |
| FACING HISTORY & OURSELVES | ||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FAMILYAID BOSTON | ||||||
| 3815 WASHINGTON STREET | BOSTON | MA | 02130 | PC | NAVIGATOR PROGRAM | $75,000 |
| FATHER'S UPLIFT | ||||||
| 12 SOUTHERN AVENUE | BOSTON | MA | 02124 | PC | CAPACITY BUILDING | $155,000 |
| FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS | ||||||
| 603 PARK POINT DRIVE | GOLDEN | CO | 02184 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| FIDELITY CHARITABLE | ||||||
| 200 SEAPORT BLVD NCW4B | BOSTON | MA | 02184 | PC | DISCRETIONARY GRANTS | $100,000 |
| FOUND IN TRANSLATION | ||||||
| 1532B DORCHESTER AVENUE | BOSTON | MA | 02122 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| FRENCH LIBRARY | ||||||
| 53 MARLBOROUGH STREET | BOSTON | MA | 02116 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FRIENDS OF THE PUBLIC GARDEN | ||||||
| 69 BEACON STREET | BOSTON | MA | 02108 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| GBH | ||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | PC | NOVA PROGRAM SUPPORT | $10,000 |
| GREGORIAN UNIVERSITY FOUNDATION | ||||||
| 3220 N STREET NW 201 | WASHINGTON | DC | 20007 | PC | SCHOLARSHIP SUPPORT | $15,000 |
| HARVARD BUSINESS SCHOOL | ||||||
| SOLDIERS FIELD | BOSTON | MA | 02163 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| HARVARD MEDICAL SCHOOL | ||||||
| 401 PARK DRIVE SUITE 22W | BOSTON | MA | 02215 | PC | BOARD OF FELLOWS | $25,000 |
| HARVARD UNIVERSITY | ||||||
| 3 OXFORD STREET | CAMBRIDGE | MA | 02138 | PC | GENERAL OPERATING SUPPORT | $70,000 |
| HISTORIC NEW ENGLAND | ||||||
| 141 CAMBRIDGE ST | BOSTON | MA | 02114 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| HOLY NAME SCHOOL | ||||||
| 535 W ROXBURY PKWY | ROXBURY | MA | 02184 | PC | EARLY CHILDHOOD PROGRAM | $16,634 |
| HOMESTART | ||||||
| 105 CHAUNCY STREET | BOSTON | MA | 02111 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| HOPE AND COMFORT | ||||||
| 659 HIGHLAND AVE | NEEDHAM | MA | 02494 | PC | GENERAL OPERATING SUPPORT | $2,500 |
| INNERCITY WEIGHTLIFTING | ||||||
| PO BOX 171313 | BOSTON | MA | 02117 | PC | PROGRAM EXPANSION | $101,000 |
| KIPP ACADEMY | ||||||
| 90 HIGH ROCK STREET | LYNN | MA | 02184 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| LASALLE ACADEMY | ||||||
| 612 ACADEMY AVENUE | PROVIDENCE | RI | 02908 | PC | SCHOLARSHIP SUPPORT | $25,000 |
| LAWRENCE CATHOLIC ACADEMY | ||||||
| 101 PARKER ST | LAWRENCE | MA | 01843 | PC | EARLY CHILDHOOD PROGRAM | $16,634 |
| LYNCH LEADERSHIP ACADEMY | ||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | PC | GENERAL OPERATING SUPPORT | $113,308 |
| LYNN BUSINESS EDUCATION FOUNDATION | ||||||
| 179 UNION STREET | LYNN | MA | 01902 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MARBLEHEAD MUSEUM | ||||||
| 170 WASHINGTON STREET | MARBLEHEAD | MA | 01945 | PC | BRICK KITCHEN AND SLAVE QUARTERS | $50,000 |
| MASS HOUSING INVESTMENT CORPORATION | ||||||
| 21 CUSTOM HOUSE STREET | BOSTON | MA | 02184 | PC | CITY FRESH FOODS | $500,000 |
| MASSACHUSETTS EARLY COLLEGE ALLIANCE | ||||||
| 588 BOSTON POST ROAD | WESTON | MA | 02184 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| MENTOR NATIONAL MENTORING PARTNERSHIP | ||||||
| 201 SOUTH STREET 6TH FLOOR | BOSTON | MA | 02111 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| MISSION GRAMMAR SCHOOL | ||||||
| 94 ALPHONSUS STREET | BOSTON | MA | 02120 | PC | EARLY CHILDHOOD PROGRAM | $26,634 |
| MUSEUM OF FINE ARTS | ||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PC | CENTER FOR NETHERLANDISH ART ENDOWMENT | $50,000 |
| MY BROTHER'S KEEPER | ||||||
| PO BOX 338 | EASTON | MA | 02356 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| NACA | ||||||
| 225 CENTRE STREET | BOSTON | MA | 02109 | PC | MASSACHUSETTS MAPPING PROJECT | $50,000 |
| NEIGHBORHOOD VILLAGES | ||||||
| PO BOX 240154 | BOSTON | MA | 02124 | PC | COMPREHENSIVE WORKFORCE PATHWAYS INITIATIVE | $255,000 |
| NOTRE DAME CRISTO REY HIGH SCHOOL | ||||||
| 203 LAWRENCE STREET | METHUEN | MA | 01844 | PC | CAPITAL CAMPAIGN | $250,000 |
| OLD NORTH FOUNDATION | ||||||
| 193 SALEM STREET | BOSTON | MA | 02119 | PC | AUDIO TOUR AND CURRICULUM | $25,000 |
| ORDER OF MALTA AMERICAN ASSOCIATION | ||||||
| 1011 1ST AVENUE 1350 | NEW YORK | NY | 02184 | PC | CAPITAL CAMPAIGN | $100,000 |
| PAN MASSACHUSETTS CHALLENGE | ||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | PC | GENERAL OPERATING SUPPORT | $1,026 |
| PARTNERS IN HEALTH | ||||||
| 888 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| PEABODY ESSEX MUSEUM | ||||||
| 161 ESSEX STREET | SALEM | MA | 01970 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| PINE STREET INN | ||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| QUINCY CATHOLIC ACADEMY | ||||||
| 370 HANCOCK STREET | QUINCY | MA | 02171 | PC | EARLY CHILDHOOD PROGRAM | $16,634 |
| RENEW INTERNATIONAL | ||||||
| 1232 GEORGE STREET | PLAINFIELD | NJ | 07062 | PC | ENDOWMENT SUPPORT AND PROGRAM EXPANSION | $200,000 |
| RON BURTON TRAINING VILLAGE | ||||||
| 55 MORGAN ROAD | HUBBARDSTON | MA | 01452 | PC | CAPITAL CAMPAIGN | $125,000 |
| ROSE KENNEDY GREENWAY | ||||||
| 185 KNEELAND STREET | BOSTON | MA | 02111 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SACRED HEART ROSLINDALE | ||||||
| 1035 CANTERBURY STREET | ROSLINDALE | MA | 02131 | PC | EARLY CHILDHOOD PROGRAM | $6,634 |
| SACRED HEART SCHOOL KINGSTON | ||||||
| 329 BISHOPS HIGHWAY | KINGSTON | MA | 02364 | PC | EARLY CHILDHOOD PROGRAM | $140,052 |
| SACRED HEART SCHOOL LYNN | ||||||
| 571 BOSTON STREET | LYNN | MA | 01905 | PC | EARLY CHILDHOOD PROGRAM | $21,664 |
| SAINT JOHN PAUL II CATHOLIC ACADEMY | ||||||
| 790 COLUMBIA ROAD | DORCHESTER | MA | 02125 | PC | EARLY CHILDHOOD PROGRAM | $49,901 |
| SAINT THERESA OF THE CHILD JESUS CATHOLIC SCHOOL | ||||||
| 192 SUMMER STREET | SOMERVILLE | MA | 02143 | PC | EARLY CHILDHOOD PROGRAM | $27,634 |
| SOCIEDAD LATINA | ||||||
| 1530 TREMONT STREET | ROXBURY | MA | 02120 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| SOUTH BOSTON CATHOLIC | ||||||
| 866 EAST BROADWAY | BOSTON | MA | 02127 | PC | EARLY CHILDHOOD PROGRAM | $43,260 |
| ST AGATHA SCHOOL | ||||||
| 440 ADAMS STREET | MILTON | MA | 02186 | PC | EARLY CHILDHOOD PROGRAM | $40,080 |
| ST AGNES SCHOOL | ||||||
| 39 MEDFORD ST | ARLINGTON | MA | 02474 | PC | EARLY CHILDHOOD PROGRAM | $16,634 |
| ST JOHN SCHOOL BOSTON | ||||||
| 9 MOON STREET | BOSTON | MA | 02113 | PC | EARLY CHILDHOOD PROGRAM | $26,634 |
| ST JOHN THE BAPTIST SCHOOL | ||||||
| 19 CHESTNUT ST | PEABODY | MA | 01960 | PC | EARLY CHILDHOOD PROGRAM | $16,604 |
| ST MARY OF THE ASSUMPTION SCHOOL | ||||||
| 67 HARVARD ST | BROOKLINE | MA | 02445 | PC | EARLY CHILDHOOD PROGRAM | $138,308 |
| ST MARY OF THE HILLS | ||||||
| 250 BROOK RD | MILTON | MA | 02186 | PC | EARLY CHILDHOOD PROGRAM | $6,633 |
| ST MARY'S CENTER FOR WOMEN AND CHILDREN | ||||||
| 90 CUSHING AVENUE | DORCHESTER | MA | 02125 | PC | CAROLYN LYNCH CHILDREN'S CENTER | $258,000 |
| ST PIUS V SCHOOL | ||||||
| 28 BOWLER STREET | LYNN | MA | 01904 | PC | EARLY CHILDHOOD PROGRAM | $21,634 |
| TEACH FOR AMERICA MASSACHUSETTS | ||||||
| 60 CANAL STREET 3RD FLOOR | BOSTON | MA | 02114 | PC | PROGRAM EXPANSION | $100,000 |
| THE BASEBALL INC | ||||||
| 150 SHIRLEY ST | BOSTON | MA | 02119 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| THE BOSTON FOUNDATION | ||||||
| 75 ARLINGTON STREET 300 | BOSTON | MA | 02184 | PC | EMBRACE BOSTON | $100,000 |
| THE CENTER FOR EARLY EDUCATION | ||||||
| 563 N ALFRED ST | WEST HOLLYWOOD | CA | 02184 | PC | CAPITAL CAMPAIGN | $100,000 |
| THE LEADERSHIP ROUNDTABLE | ||||||
| 415 MICHIGAN AVE NE SUITE 275 | WASHINGTON | DC | 20017 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| THE UNUSUAL SUSPECTS | ||||||
| 3719 VERDUGO RD | LOS ANGELES | CA | 90065 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| THE URBAN CATHOLIC TEACHER CORPS | ||||||
| 25 LAWRENCE AVENUE | CHESTNUT HILL | MA | 02467 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| THE YW BOSTON | ||||||
| 40 BERKELEY ST | BOSTON | MA | 02116 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| THRIVE SCHOLARS | ||||||
| 75 FEDERAL STREET SUITE 1250 | BOSTON | MA | 02110 | PC | PROGRAM EXPANSION | $100,000 |
| TRINITY CATHOLIC ACADEMY | ||||||
| 11 PINE STREET | SOUTHBRIDGE | MA | 01550 | PC | EARLY CHILDHOOD PROGRAM | $16,634 |
| TRUSTEES OF RESERVATIONS | ||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | PC | BOSTON ONE WATERFRONT INITIATIVE | $200,000 |
| UNION CAPITAL BOSTON | ||||||
| 1544 COLUMBUS AVE | BOSTON | MA | 02119 | PC | PROGRAM EXPANSION | $25,000 |
| UNITED WAY OF MASSACHUSETTS WAY | ||||||
| 9 CHANNEL CENTER | BOSTON | MA | 02210 | PC | WBZ NEWS 50TH ANNIVERSARY FUND | $50,000 |
| YMCA OF GREATER BOSTON | ||||||
| 317 HUNTINGTON AVE | BOSTON | MA | 02115 | PC | METCO PARTNERSHIP & ENDOWMENT SUPPORT | $110,000 |
| YMCA OF THE NORTH SHORE | ||||||
| 200 CUMMINGS CENTER | BEVERLY | MA | 01915 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,804,863 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,243,506 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,763,469 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$12,519,963 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$12,519,963 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $90,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $90,700 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $86,576,721 | EOYBookValueAmt |
| EOYFMV | $86,576,721 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRIVATE EQUITY INVESTMENTS | FMV | $4,938,645 | $4,938,645 |
| EQUITY FUND INVESTMENT | FMV | $16,298,939 | $16,298,939 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $505 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $505 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENT | Desc |
| BOY Book Value | $2,000,000 | BOYBookValueAmt |
| EOY Book Value | $1,000,000 | EOYBookValueAmt |
| EOYFMV | $1,000,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $36,890,489 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP | $12,259 | $0 | $12,259 |
| OFFICE EXPENSES | $64,893 | $0 | $64,893 |
| EVENTS | $28,499 | $0 | $28,499 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN DEFERRED TAX EXPENSE | Desc |
| Amt | $485,828 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED FEDERAL EXCISE TAX | $90,000 | $0 |
| DEFERRED FEDERAL EXCISE TAX | $409,730 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $808,570 | $808,570 | $0 |
| SOFTWARE | $25,065 | $0 | $25,065 |
| OTHER CONSULTANTS | $197,654 | $0 | $197,654 |
| INVESTMENT CONTRACT SERVICES | $7,269 | $7,269 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $44,812 | $4,259 | $40,553 |
| FEDERAL EXCISE TAX | $4,586 | $0 | $0 |
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