2023-08-01T16:42:07-05:00 2022-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990PF 2022-01-01 043017940 THE LYNCH FOUNDATION LYNC 6176391280 109 STATE ST 404 BOSTON MA 02109 KATHRYN EVERETT EXECUTIVE DIRECTOR 6176391280 2023-06-30 1 KATHRYN EVERETT XXX-XX-XXXX 1 DAVID KELLEHER CPA P01059560 5083669100 2023-06-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 115314269 X X 1243506 1243506 -13763469 192801555 0 -12519963 1243506 532535 0 532535 330335 82000 248335 207731 11495 192907 505 0 505 90700 0 90700 1038558 815839 222719 49398 4259 40553 78010 0 78010 32616 0 32616 105651 0 105651 2466039 913593 1544531 8804863 8804863 11270902 913593 10349394 -23790865 329913 15220261 6283568 6283568 15020 206175 206175 93417018 86576721 86576721 65353897 21237584 21237584 10221 0 10221 10221 2000000 1000000 1000000 176006196 115314269 115314269 115875 119204 499730 0 615605 119204 X 175390591 115195065 175390591 115195065 176006196 115314269 175390591 -23790865 485828 152085554 36890489 115195065 PUBLICLY TRADED SECURITIES 192801555 206565024 -13763469 -13763469 -13763469 4586 0 4586 0 4586 127903 0 0 0 127903 0 123317 123317 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 THELYNCHFOUNDATION.COM KATHRYN EVERETT EXECUTIVE DIRECTOR 6176391280 109 STATE ST STE 404 BOSTON MA 02109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 532538 82203 0 VICTORIA PRUDDEN 109 STATE ST STE 404 BOSTON MA 02109 CHIEF OF STAFF 40.00 143720 46545 0 ASHLEY MEANY 109 STATE ST STE 404 BOSTON MA 02109 TRADING & INVESTMENT 20.00 74731 40275 0 NIA MOE 109 STATE ST STE 404 BOSTON MA 02109 GRANTS, OPS, & COMMS 40.00 53846 15232 0 SHIONA DE CARVALHO 109 STATE ST STE 404 BOSTON MA 02109 RESEARCH & EVALUATIO 40.00 50769 12420 0 0 BUILDING IMPACT 44 HOWARD AVENUE NEW HAVEN CT 06519 STRATEGIC PLANNING 150000 VILMS CONSULTING 3 POST OFFICE SQUARE BOSTON MA 02109 ACCOUNTING SERVICES 58475 0 0 85635592 8986855 22237583 116860030 0 0 116860030 1752900 115107130 5755357 5755357 4586 4586 5750771 1500000 7250771 0 7250771 10349394 0 10349394 7250771 0 0 3341315 2920720 3227134 3224770 5155936 17869875 10349394 0 0 0 7250771 3098623 0 0 20968498 0 0 0 0 0 0 3341315 17627183 2920720 3227134 3224770 5155936 3098623 PETER S LYNCH KATHRYN M EVERETT 109 STATE ST STE 404 BOSTON MA 02109 6176391280 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. THE CONCEPT PAPERS ARE REVIEWED ON A ROLLING PROCESS. 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. AMERICAN FEDERATION FOR CHILDREN 1020 19TH ST NW SUITE 675 WASHINGTON DC 20036 PC CATHOLIC SCHOOLS DATABASE 150000 AMERICAN IRELAND FUND 10 POST OFFICE SQUARE SUITE 1205 BOSTON MA 02109 PC GENERAL OPERATING SUPPORT 25000 ARCHDIOCESE OF BOSTON 66 BROOKS DRIVE BRAINTREE MA 02184 PC CARDINAL'S APPEAL, CLERGY BENEFIT TRUST, CATHOLIC SCHOOLS SUPPORT 273923 ARTISTS FOR HUMANITY 100 W SECOND STREET BOSTON MA 02184 PC LEADERSHIP TRANSITION FUND 530000 BOSTON CELTICS SHAMROCK FOUNDATION 226 CAUSEWAY ST 4TH FLOOR BOSTON MA 02114 PC BOSTON CELTICS UNITED FOR SOCIAL JUSTICE INITIATIVE 100000 BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVENUE BOSTON MA 02115 PC RESEARCH CENTER 180000 BOSTON CHILDREN'S MUSEUM 308 CONGRESS STREET BOSTON MA 02210 PC GENERAL OPERATING SUPPORT 10000 BOSTON COLLEGE POPS ON THE HEIGHTS 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 PC SCHOLARSHIP SUPPORT 75000 BOSTON COLLEGE WALL ST COUNCIL 141 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 PC SCHOLARSHIP SUPPORT 25000 BOSTON PARKS AND RECREATION DEPARTMENTS 46 WALTHAM ST 2A BOSTON MA 02184 PC BOSTON COMMON TREE LIGHTING 10000 BOSTON SCHOOLS FUND 31 HEATH STREET BOSTON MA 02130 PC GENERAL OPERATING SUPPORT 25000 BOYS AND GIRLS CLUBS OF BOSTON 50 CONGRESS STREET SUITE 730 BOSTON MA 02109 PC GENERAL OPERATING SUPPORT 10000 CAMBRIDGE COLLEGE 500 RUTHERFORD AVE BOSTON MA 02129 PC SCHOLARSHIP SUPPORT 106675 CAMP HARBOR VIEW FOUNDATION 200 CLARENDON STREET BOSTON MA 02116 PC GENERAL OPERATING SUPPORT 100000 CAREERSPRING FOUNDATION 5311 VALERIE ST BELLAIRE TX 77401 PC PROGRAM EXPANSION 25000 CATHOLIC CHARITIES 75 KNEELAND ST 8TH FLOOR BOSTON MA 02111 PC GENERAL OPERATING SUPPORT 50000 CATHOLIC COMMUNITY FUND 66 BROOKS DRIVE BRAINTREE MA 02184 PC MARKETING SUPPORT 2955 CATHOLIC RELIEF SERVICES 228 W LEXINGTON STREET BALTIMORE MD 02184 PC GENERAL OPERATING SUPPORT 25000 CATHOLIC SCHOOLS FOUNDATION 67 BATTERYMARCH STREET 6TH FLOOR BOSTON MA 02110 PC ENDOWMENT SUPPORT 2115000 CHARLES RIVER CONSERVANCY 43 THORNDIKE ST CAMBRIDGE MA 02141 PC GENERAL OPERATING SUPPORT 10000 CITY YEAR BOSTON 287 COLUMBUS AVENUE BOSTON MA 02116 PC GENERAL OPERATING SUPPORT 25000 COMMUNITY MUSIC CENTER OF BOSTON 34 WARREN AVENUE BOSTON MA 02116 PC GENERAL OPERATING SUPPORT 50000 EAST BOSTON CENTRAL CATHOLIC 69 LONDON ST BOSTON MA 02128 PC EARLY CHILDHOOD PROGRAM 6634 EAST BOSTON SOCIAL CENTERS 68 CENTRAL SQUARE BOSTON MA 02128 PC GENERAL OPERATING SUPPORT 5000 EDEN INC 717 SOUTH STREET BOSTON MA 02110 PC GENERAL OPERATING SUPPORT 60000 EMMANUEL COLLEGE 400 THE FENWAY BOSTON MA 02115 PC CAROLYN A. LYNCH INSTITUTE 50000 FACING HISTORY & OURSELVES 16 HURD ROAD BROOKLINE MA 02445 PC GENERAL OPERATING SUPPORT 5000 FAMILYAID BOSTON 3815 WASHINGTON STREET BOSTON MA 02130 PC NAVIGATOR PROGRAM 75000 FATHER'S UPLIFT 12 SOUTHERN AVENUE BOSTON MA 02124 PC CAPACITY BUILDING 155000 FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS 603 PARK POINT DRIVE GOLDEN CO 02184 PC GENERAL OPERATING SUPPORT 50000 FIDELITY CHARITABLE 200 SEAPORT BLVD NCW4B BOSTON MA 02184 PC DISCRETIONARY GRANTS 100000 FOUND IN TRANSLATION 1532B DORCHESTER AVENUE BOSTON MA 02122 PC GENERAL OPERATING SUPPORT 100000 FRENCH LIBRARY 53 MARLBOROUGH STREET BOSTON MA 02116 PC GENERAL OPERATING SUPPORT 5000 FRIENDS OF THE PUBLIC GARDEN 69 BEACON STREET BOSTON MA 02108 PC GENERAL OPERATING SUPPORT 5000 GBH ONE GUEST STREET BOSTON MA 02135 PC NOVA PROGRAM SUPPORT 10000 GREGORIAN UNIVERSITY FOUNDATION 3220 N STREET NW 201 WASHINGTON DC 20007 PC SCHOLARSHIP SUPPORT 15000 HARVARD BUSINESS SCHOOL SOLDIERS FIELD BOSTON MA 02163 PC GENERAL OPERATING SUPPORT 15000 HARVARD MEDICAL SCHOOL 401 PARK DRIVE SUITE 22W BOSTON MA 02215 PC BOARD OF FELLOWS 25000 HARVARD UNIVERSITY 3 OXFORD STREET CAMBRIDGE MA 02138 PC GENERAL OPERATING SUPPORT 70000 HISTORIC NEW ENGLAND 141 CAMBRIDGE ST BOSTON MA 02114 PC GENERAL OPERATING SUPPORT 25000 HOLY NAME SCHOOL 535 W ROXBURY PKWY ROXBURY MA 02184 PC EARLY CHILDHOOD PROGRAM 16634 HOMESTART 105 CHAUNCY STREET BOSTON MA 02111 PC GENERAL OPERATING SUPPORT 5000 HOPE AND COMFORT 659 HIGHLAND AVE NEEDHAM MA 02494 PC GENERAL OPERATING SUPPORT 2500 INNERCITY WEIGHTLIFTING PO BOX 171313 BOSTON MA 02117 PC PROGRAM EXPANSION 101000 KIPP ACADEMY 90 HIGH ROCK STREET LYNN MA 02184 PC GENERAL OPERATING SUPPORT 5000 LASALLE ACADEMY 612 ACADEMY AVENUE PROVIDENCE RI 02908 PC SCHOLARSHIP SUPPORT 25000 LAWRENCE CATHOLIC ACADEMY 101 PARKER ST LAWRENCE MA 01843 PC EARLY CHILDHOOD PROGRAM 16634 LYNCH LEADERSHIP ACADEMY 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 PC GENERAL OPERATING SUPPORT 113308 LYNN BUSINESS EDUCATION FOUNDATION 179 UNION STREET LYNN MA 01902 PC GENERAL OPERATING SUPPORT 5000 MARBLEHEAD MUSEUM 170 WASHINGTON STREET MARBLEHEAD MA 01945 PC BRICK KITCHEN AND SLAVE QUARTERS 50000 MASS HOUSING INVESTMENT CORPORATION 21 CUSTOM HOUSE STREET BOSTON MA 02184 PC CITY FRESH FOODS 500000 MASSACHUSETTS EARLY COLLEGE ALLIANCE 588 BOSTON POST ROAD WESTON MA 02184 PC GENERAL OPERATING SUPPORT 100000 MENTOR NATIONAL MENTORING PARTNERSHIP 201 SOUTH STREET 6TH FLOOR BOSTON MA 02111 PC GENERAL OPERATING SUPPORT 50000 MISSION GRAMMAR SCHOOL 94 ALPHONSUS STREET BOSTON MA 02120 PC EARLY CHILDHOOD PROGRAM 26634 MUSEUM OF FINE ARTS 465 HUNTINGTON AVENUE BOSTON MA 02115 PC CENTER FOR NETHERLANDISH ART ENDOWMENT 50000 MY BROTHER'S KEEPER PO BOX 338 EASTON MA 02356 PC GENERAL OPERATING SUPPORT 25000 NACA 225 CENTRE STREET BOSTON MA 02109 PC MASSACHUSETTS MAPPING PROJECT 50000 NEIGHBORHOOD VILLAGES PO BOX 240154 BOSTON MA 02124 PC COMPREHENSIVE WORKFORCE PATHWAYS INITIATIVE 255000 NOTRE DAME CRISTO REY HIGH SCHOOL 203 LAWRENCE STREET METHUEN MA 01844 PC CAPITAL CAMPAIGN 250000 OLD NORTH FOUNDATION 193 SALEM STREET BOSTON MA 02119 PC AUDIO TOUR AND CURRICULUM 25000 ORDER OF MALTA AMERICAN ASSOCIATION 1011 1ST AVENUE 1350 NEW YORK NY 02184 PC CAPITAL CAMPAIGN 100000 PAN MASSACHUSETTS CHALLENGE 77 4TH AVENUE NEEDHAM MA 02494 PC GENERAL OPERATING SUPPORT 1026 PARTNERS IN HEALTH 888 COMMONWEALTH AVENUE 3RD FLOOR BOSTON MA 02215 PC GENERAL OPERATING SUPPORT 25000 PEABODY ESSEX MUSEUM 161 ESSEX STREET SALEM MA 01970 PC GENERAL OPERATING SUPPORT 25000 PINE STREET INN 444 HARRISON AVENUE BOSTON MA 02118 PC GENERAL OPERATING SUPPORT 5000 QUINCY CATHOLIC ACADEMY 370 HANCOCK STREET QUINCY MA 02171 PC EARLY CHILDHOOD PROGRAM 16634 RENEW INTERNATIONAL 1232 GEORGE STREET PLAINFIELD NJ 07062 PC ENDOWMENT SUPPORT AND PROGRAM EXPANSION 200000 RON BURTON TRAINING VILLAGE 55 MORGAN ROAD HUBBARDSTON MA 01452 PC CAPITAL CAMPAIGN 125000 ROSE KENNEDY GREENWAY 185 KNEELAND STREET BOSTON MA 02111 PC GENERAL OPERATING SUPPORT 10000 SACRED HEART ROSLINDALE 1035 CANTERBURY STREET ROSLINDALE MA 02131 PC EARLY CHILDHOOD PROGRAM 6634 SACRED HEART SCHOOL KINGSTON 329 BISHOPS HIGHWAY KINGSTON MA 02364 PC EARLY CHILDHOOD PROGRAM 140052 SACRED HEART SCHOOL LYNN 571 BOSTON STREET LYNN MA 01905 PC EARLY CHILDHOOD PROGRAM 21664 SAINT JOHN PAUL II CATHOLIC ACADEMY 790 COLUMBIA ROAD DORCHESTER MA 02125 PC EARLY CHILDHOOD PROGRAM 49901 SAINT THERESA OF THE CHILD JESUS CATHOLIC SCHOOL 192 SUMMER STREET SOMERVILLE MA 02143 PC EARLY CHILDHOOD PROGRAM 27634 SOCIEDAD LATINA 1530 TREMONT STREET ROXBURY MA 02120 PC GENERAL OPERATING SUPPORT 50000 SOUTH BOSTON CATHOLIC 866 EAST BROADWAY BOSTON MA 02127 PC EARLY CHILDHOOD PROGRAM 43260 ST AGATHA SCHOOL 440 ADAMS STREET MILTON MA 02186 PC EARLY CHILDHOOD PROGRAM 40080 ST AGNES SCHOOL 39 MEDFORD ST ARLINGTON MA 02474 PC EARLY CHILDHOOD PROGRAM 16634 ST JOHN SCHOOL BOSTON 9 MOON STREET BOSTON MA 02113 PC EARLY CHILDHOOD PROGRAM 26634 ST JOHN THE BAPTIST SCHOOL 19 CHESTNUT ST PEABODY MA 01960 PC EARLY CHILDHOOD PROGRAM 16604 ST MARY OF THE ASSUMPTION SCHOOL 67 HARVARD ST BROOKLINE MA 02445 PC EARLY CHILDHOOD PROGRAM 138308 ST MARY OF THE HILLS 250 BROOK RD MILTON MA 02186 PC EARLY CHILDHOOD PROGRAM 6633 ST MARY'S CENTER FOR WOMEN AND CHILDREN 90 CUSHING AVENUE DORCHESTER MA 02125 PC CAROLYN LYNCH CHILDREN'S CENTER 258000 ST PIUS V SCHOOL 28 BOWLER STREET LYNN MA 01904 PC EARLY CHILDHOOD PROGRAM 21634 TEACH FOR AMERICA MASSACHUSETTS 60 CANAL STREET 3RD FLOOR BOSTON MA 02114 PC PROGRAM EXPANSION 100000 THE BASEBALL INC 150 SHIRLEY ST BOSTON MA 02119 PC GENERAL OPERATING SUPPORT 50000 THE BOSTON FOUNDATION 75 ARLINGTON STREET 300 BOSTON MA 02184 PC EMBRACE BOSTON 100000 THE CENTER FOR EARLY EDUCATION 563 N ALFRED ST WEST HOLLYWOOD CA 02184 PC CAPITAL CAMPAIGN 100000 THE LEADERSHIP ROUNDTABLE 415 MICHIGAN AVE NE SUITE 275 WASHINGTON DC 20017 PC GENERAL OPERATING SUPPORT 25000 THE UNUSUAL SUSPECTS 3719 VERDUGO RD LOS ANGELES CA 90065 PC GENERAL OPERATING SUPPORT 25000 THE URBAN CATHOLIC TEACHER CORPS 25 LAWRENCE AVENUE CHESTNUT HILL MA 02467 PC GENERAL OPERATING SUPPORT 50000 THE YW BOSTON 40 BERKELEY ST BOSTON MA 02116 PC GENERAL OPERATING SUPPORT 100000 THRIVE SCHOLARS 75 FEDERAL STREET SUITE 1250 BOSTON MA 02110 PC PROGRAM EXPANSION 100000 TRINITY CATHOLIC ACADEMY 11 PINE STREET SOUTHBRIDGE MA 01550 PC EARLY CHILDHOOD PROGRAM 16634 TRUSTEES OF RESERVATIONS 572 ESSEX STREET BEVERLY MA 01915 PC BOSTON ONE WATERFRONT INITIATIVE 200000 UNION CAPITAL BOSTON 1544 COLUMBUS AVE BOSTON MA 02119 PC PROGRAM EXPANSION 25000 UNITED WAY OF MASSACHUSETTS WAY 9 CHANNEL CENTER BOSTON MA 02210 PC WBZ NEWS 50TH ANNIVERSARY FUND 50000 YMCA OF GREATER BOSTON 317 HUNTINGTON AVE BOSTON MA 02115 PC METCO PARTNERSHIP & ENDOWMENT SUPPORT 110000 YMCA OF THE NORTH SHORE 200 CUMMINGS CENTER BEVERLY MA 01915 PC GENERAL OPERATING SUPPORT 10000 8804863 0 N/A 14 1243506 18 -13763469 0 -12519963 0 -12519963 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 90700 0 90700 PUBLICLY TRADED SECURITIES 86576721 86576721 PRIVATE EQUITY INVESTMENTS FMV 4938645 4938645 EQUITY FUND INVESTMENT FMV 16298939 16298939 LEGAL 505 0 505 PROGRAM RELATED INVESTMENT 2000000 1000000 1000000 UNREALIZED LOSS ON INVESTMENTS 36890489 MEMBERSHIP 12259 0 12259 OFFICE EXPENSES 64893 0 64893 EVENTS 28499 0 28499 CHANGE IN DEFERRED TAX EXPENSE 485828 ACCRUED FEDERAL EXCISE TAX 90000 0 DEFERRED FEDERAL EXCISE TAX 409730 0 INVESTMENT MANAGEMENT FEES 808570 808570 0 SOFTWARE 25065 0 25065 OTHER CONSULTANTS 197654 0 197654 INVESTMENT CONTRACT SERVICES 7269 7269 0 PAYROLL TAXES 44812 4259 40553 FEDERAL EXCISE TAX 4586 0 0