AGNES M LINDSAY TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- AGNES M LINDSAY TRUST (EIN 02-6004971)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-25
- IRS object ID
- 202201459349100115
- Schema version
- 2021v4.2
- 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 Bonds Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-25T10:48:22-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 CONSTITUTION DRIVE SUITE 100 | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 026004971 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGNES M LINDSAY TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGNE | BusinessNameControlTxt |
| Phone | 9784557818 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NORTH ROAD SUITE 2 | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERNEST E DION | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9784557818 | PhoneNum |
| Signature | 2022-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERNEST | PersonFirstNm |
| Person Last | DION | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOREEN L MCNEILL | PreparerPersonNm |
| PTIN | P00629648 | PTIN |
| Phone | 6036273838 | PhoneNum |
| Preparation | 2022-05-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,704,384 | 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 |
| Interest On Sav Rev And Expnss | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,316 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,316 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $716,955 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,417,955 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $716,955 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$6,094 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,669 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $724,190 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $751,953 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $75,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $80,096 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $80,096 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $28,930 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $27,505 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,161 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,720 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,441 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $69,315 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $69,315 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,188 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $90 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $9,236 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,236 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,606 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,235 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,371 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $406,532 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $169,360 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $227,649 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,037,440 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,037,440 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,443,972 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $169,360 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,265,089 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$719,782 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $582,593 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $196,364 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,235,594 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,235,594 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $956,300 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $941,645 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $941,645 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $27,490,839 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,527,145 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,527,145 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,566 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,566 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $7,714 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,651,217 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,704,384 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,704,384 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $18,220 | MortgagesAndNotesPayableBOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,123 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $18,220 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,123 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $31,968,878 | CapitalStockBOYAmt |
| Capital Stock EOY | $31,968,878 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$3,335,881 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,730,383 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,632,997 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,699,261 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,651,217 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,704,384 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,632,997 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$719,782 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,786,046 | OtherIncreasesAmt |
| Subtotal | $33,699,261 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,699,261 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CFI MULTI-STRATEGY EQUITY FUND, LLC | P | 2016-01-01 | 2021-12-31 | $1,417,955 | $789,841 | $628,114 | $628,114 |
| WEST STREET ENERGY PARTNERS AND AIV-1 | P | 2013-04-04 | 2021-12-31 | $47,000 | $47,000 | ||
| NEW MOUNTAIN PARTNERS IV ACCESS LP | P | 2014-12-16 | 2021-12-31 | $41,841 | $41,841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $716,955 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,098 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,098 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,098 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,698 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,098 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 | NH | 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 | LINDSAYTRUST.ORG | WebsiteAddressTxt |
| Individual With Books | ALAN LAMPERT | IndividualWithBooksNm |
| Phone | 9784557818 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NORTH ROAD SUITE 2 | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01824 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| ERNEST E DION | ||||||||
| 28 CENTRAL STREET APT D | HUDSON | NH | 03051 | TRUSTEE | 25.00 | $50,000 | $0 | $0 |
| ALAN G LAMPERT | ||||||||
| TEN NORTH ROAD | CHELMSFORD | MA | 01824 | TRUSTEE | 25.00 | $50,000 | $0 | $0 |
| MICHAEL S DELUCIA | ||||||||
| 355 RIVER ROAD | MANCHESTER | NH | 03104 | TRUSTEE | 25.00 | $50,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY B LAMPERT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NORTH ROAD SUITE 2 | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATOR DIRECT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $80,096 | CompensationAmt |
| Employee Benefits | $21,714 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMONFUNDS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 OLD DANBURY ROAD | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | BROKER | ServiceTypeTxt |
| Compensation | $67,955 | CompensationAmt |
| 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 | $30,775,986 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $665,070 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,441,056 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,441,056 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $471,616 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,969,440 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,548,472 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,548,472 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,098 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,098 | TotalTaxAmt |
| Distributable Before Adj | $1,540,374 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,540,374 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,540,374 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,265,089 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,265,089 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,540,374 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $257,339 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,265,089 | QualifyingDistributionsAmt |
| Applied To Year1 | $257,339 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,007,750 | 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 | $532,624 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALAN LAMPERT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NORTH ROAD SUITE 2 | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9784557818 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING, RESUME OF ORGANIZATION AND PROGRAM, USE OF FUNDS, TWO YEARS OF AUDITED FINANCIAL STATEMENTS AND IRS DETERMINATION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO MA, ME, NH, AND VT. MUST BE 501 (C) (3) BUT NOT A PRIVATE FOUNDATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (289 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ABENAKI NATION OF MISSISQUOI | |||||
| 100 GRAND AVENUE | SWANTON | VT | 05488 | FOOD PANTRIES,FOOD BANKS | $5,000 |
| ACADIA COMMUNITY ASSOCIATION | |||||
| 80 MOUNT DESERT STREET | BAR HARBOR | ME | 04609 | HEALTH AND WELFARE | $5,000 |
| ACADIA FAMILY CENTER | |||||
| 1 FERNALD POINT ROAD | SOUTHWEST HARBOR | ME | 04679 | HEALTH AND WELFARE | $5,000 |
| ADOPTIVE AND FOSTER FAMILIES OF MAINE | |||||
| 304 HANCOCK STREET SUITE 2A | BANGOR | ME | 04401 | HEALTH AND WELFARE | $2,500 |
| ADOPTIVE AND FOSTER FAMILIES OF MAINE | |||||
| 304 HANCOCK STREET SUITE 2A | BANGOR | ME | 04401 | SUMMER COTTAGE FOR ADOPTIVE & FOSTER FAMILIES | $3,500 |
| AFRICAN CULTURAL SERVICES INC | |||||
| PO BOX 540325 | WALTHAM | MA | 02451 | FOOD PANTRY | $2,500 |
| AFRICAN CULTURAL SERVICES INC | |||||
| PO BOX 540325 | WALTHAM | MA | 02451 | CAMPERSHIPS | $2,500 |
| AGASSIZ BALDWIN COMMUNITY | |||||
| 20 SACRAMENTO ST | CAMBRIDGE | MA | 02138 | CAMPERSHIPS | $2,500 |
| AGASSIZ VILLAGE | |||||
| 185 DEAN STREET SUITE 206 | NORWOOD | MA | 02062 | HEALTH AND WELFARE | $2,500 |
| ALAN DAY COMMUNITY GARDENS | |||||
| 26 WHITMAN STREET | NORWAY | NH | 04268 | HEALTH AND WELFARE | $5,000 |
| ALL CHILDREN CARED FOR EDUCATED SUPPORTIVE & SUCCESSFUL | |||||
| 21 DURKEE STREET | WINCHESTER | NH | 03470 | CAMPERSHIPS | $2,500 |
| AMERICAN OBESITY ASSOCIATION | |||||
| 51 MIDDLESEX STREET | NO CHEMSFORD | MA | 01863 | HEALTH AND WELFARE | $5,000 |
| AMHERST COMMUNITY CONNECTIONS | |||||
| 236 NO PLEASANT STREET | AMHERST | MA | 01004 | HOMELESS SHELTERS | $3,000 |
| ANTRIM BAPTIST CHURCH | |||||
| 85 MAIN STREET | ANTRIM | NH | 03440 | FOOD PANTRIES,FOOD BANKS | $2,500 |
| ANTRIM BAPTIST CHURCH | |||||
| 85 MAIN STREET | ANTRIM | NH | 03440 | FOOD PANTRIES,FOOD BANKS | $3,500 |
| AROOSTOOK COUNTY ACTION PROGRAM | |||||
| 771 MAIN STREET | PRESQUE ISLE | ME | 04769 | HEALTH AND WELFARE | $5,000 |
| ARTS IN REACH | |||||
| 521 WENTWORTH ROAD | NEW CASTLE | NH | 03854 | CAMPERSHIPS | $2,500 |
| ATTLEBORO YMCA | |||||
| 63 N MAIN STREET | ATTLEBORO | MA | 02703 | CAMPERSHIPS | $2,500 |
| BANGOR YMCA | |||||
| 17 SECOND STREET | BANGOR | ME | 04401 | CAMPERSHIPS | $2,500 |
| BELFAST AREA CHILD CARE SERVICES INC | |||||
| 1025 WATERVILLE ROAD | WALDO | ME | 04915 | HEALTH AND WELFARE | $5,000 |
| BELKNAP HOUSE | |||||
| 200 COURT STREET | LACONIA | NH | 03246 | HOMELESS SHELTERS | $10,000 |
| BERKSHIRE SOUTHERN REGIONAL COMM CTR | |||||
| 15 CRISSEY ROAD GREAT | BARRINGTON | MA | 01230 | CAMPERSHIPS | $3,000 |
| BETHANY HEALTH CARE CENTER | |||||
| 97 BETHANY ROAD | FRAMINGHAM | MA | 01702 | HEALTH AND DENTAL | $3,000 |
| BETHEL INSTITUTE FOR SOCIAL JUSTICE | |||||
| 40 WALK HILL STREET | JAMAICA PLAIN | MA | 02130 | HEALTH AND WELFARE | $2,500 |
| BEYOND SOCCER | |||||
| 280 MERRIMACK STREET SUITE 280 | LAWRENCE | MA | 01843 | HEALTH AND WELFARE | $5,000 |
| BIG BROTHERS BIG SISTERS OF CENTRAL MASS | |||||
| 484 MAIN STREET | WORCESTER | MA | 01608 | HEALTH AND WELFARE | $3,675 |
| BIG BROTHERS BIG SISTERS OF SO MAINE | |||||
| PO BOX 123 | WESTBROOK | ME | 04098 | HEALTH AND WELFARE | $5,000 |
| BIG BROTHERS BIG SISTERS OF VERMONT | |||||
| PO BOX 1729 | BRATTLEBORO | VT | 05302 | HEALTH AND WELFARE | $5,000 |
| BIG SISTER ASSOCIATION OF GR BOSTON | |||||
| 20 PARK PLAZA SUITE 1420 | BOSTON | MA | 02116 | HEALTH AND WELFARE | $5,000 |
| BIRTHDAY WISHES INC | |||||
| 24 SUPERIOR DRIVE | NATICK | MA | 01760 | HOMELESS SHELTERS | $5,000 |
| BLACKSTONE VALLEY BOYS & GIRLS CLUB | |||||
| 115 CANAL ST PO BOX 283 | BLACKSTONE | MA | 01504 | CAMPERSHIPS | $2,500 |
| BONNYVALE ENVIRONMENTAL EDUCATION CTR | |||||
| PO BOX 2318 | WEST BRATTLEBORO | VT | 05303 | CAMPERSHIPS | $2,500 |
| BOSTON AREA GLEANERS INC | |||||
| 240 BEAVER STREET | WALTHAM | MA | 02452 | HEALTH AND WELFARE | $3,000 |
| BOYS & GIRLS CLUB OF BILLERICA INC | |||||
| 19 CAMPBELL STREET | BILLERICA | MA | 01821 | CAMPERSHIPS | $2,500 |
| BOYS & GIRLS CLUB OF BRATTLEBORO | |||||
| 17 FLAT STREET | BRATTLEBORO | VT | 05301 | CAMPERSHIPS | $2,500 |
| BOYS & GIRLS CLUB OF BURLINGTON | |||||
| 62 OAK STREET | BURLINGTON | VT | 05401 | CAMPERSHIPS | $2,500 |
| BOYS & GIRLS CLUB OF CAPE COD | |||||
| PO BOX 895 | MASHPEE | MA | 02649 | CAMPERSHIPS | $2,500 |
| BOYS & GIRLS CLUB OF CHICOPEE | |||||
| 580 MEADOW ST | CHICOPEE | MA | 01013 | HEALTH AND WELFARE | $2,000 |
| BOYS & GIRLS CLUB OF CHICOPEE | |||||
| 580 MEADOW ST | CHICOPEE | MA | 01013 | CAMPERSHIPS | $3,000 |
| BOYS' & GIRLS' CLUB OF GR SALEM NH | |||||
| 3 GEREMONTY | SALEM | NH | 03079 | CAMPERSHIPS | $2,500 |
| BOYS & GIRLS CLUB OF GREATER HAVERHILL | |||||
| 55 EMERSON STREET | HAVERHILL | MA | 01830 | CAMPERSHIPS | $2,500 |
| BOYS & GIRLS CLUB OF LYNN | |||||
| 25 NORTH COMMON STREET | LYNN | MA | 01902 | CAMPERSHIPS | $2,500 |
| BOYS & GIRLS CLUB OF METRO SOUTH | |||||
| 19 COURT STREET | TAUNTON | MA | 02780 | CAMPERSHIPS | $2,500 |
| BOYS & GIRLS CLUB OF METRO WEST | |||||
| 169 PLEASANT ST | MARLBOROUGH | MA | 01752 | CAMPERSHIPS | $2,500 |
| BOYS & GIRLS CLUBS OF STONEHAMWAKEFIELD | |||||
| 15 DALE COURT | STONEHAM | MA | 02180 | CAMPERSHIPS | $2,500 |
| BRIDGES DOMESTIC & SEXUAL VIOLENCE SPT | |||||
| 28 CONCORD STREET | NASHUA | NH | 03061 | HOMELESS SHELTERS | $3,725 |
| BRIGID'S HOUSE OF HOPE | |||||
| PO BOX 3836 | CONCORD | NH | 03301 | HEALTH AND WELFARE | $5,000 |
| BUILDING AUDACITY | |||||
| 15 ALLEN AVENUE | LYNN | MA | 01902 | SUPPORT FOR CREATING INDOOR FARM | $3,500 |
| BUILDING AUDACITY | |||||
| 15 ALLEN AVENUE | LYNN | MA | 01902 | FOOD PANTRIES,FOOD BANKS | $2,500 |
| BUTTONWOOD PARK ZOOLOGICAL SOCIETY | |||||
| 425 HAWTHORN ST | NEW BEDFORD | MA | 02740 | CAMPERSHIPS | $2,500 |
| CALEB INTERFAITH VOLUNTEER CAREGIVERS | |||||
| 25 MAIN STREET | LANCASTER | NH | 03584 | HEALTH AND WELFARE | $5,000 |
| CAMBRIDGE CAMPING ASSOCIATION | |||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | CAMPERSHIPS | $2,500 |
| CAMBRIDGE COMMUNITY CENTER | |||||
| 5 CALLENDAR STREET | CAMBRIDGE | MA | 02139 | HEALTH AND WELFARE | $3,000 |
| CAMP BEECH CLIFF | |||||
| 264 BEECH HILL ROAD | MOUNT DESERT | ME | 04660 | CAMPERSHIPS | $2,500 |
| CAMP EXCLAMATION POINT INC | |||||
| PO BOX 91 | RICHMOND | VT | 05477 | CAMPERSHIPS | $2,500 |
| CAMP HOWE INC | |||||
| 1 FOREST ROAD | GOSHEN | MA | 01032 | CAMPERSHIPS | $2,500 |
| CAMP SHRIVER | |||||
| 100 MORRISSEY BOULEVARD | BOSTON | MA | 02215 | CAMPERSHIPS | $2,500 |
| CAMP THORPE INC | |||||
| PO BOX 282 | SHELBURNE | VT | 05482 | HEALTH AND WELFARE | $2,363 |
| CARING UNLIMITED | |||||
| PO BOX 590 | SANFORD | ME | 04073 | HOMELESS SHELTERS | $5,000 |
| CASTLETON COMMUNITY SENIORS INC | |||||
| 2108 MAIN STREET | CASTLETON | VT | 05735 | HEALTH AND WELFARE | $5,000 |
| CENTER FOR AN ECOLOGY-BASED ECONOMY | |||||
| 447 MAIN STREET | NORWAY | ME | 04268 | FOOD PANTRIES,FOOD BANKS | $2,000 |
| CENTRAL LINCOLN COUNTY YMCA | |||||
| PO BOX 787 | DAMARISCOTTA | ME | 04543 | CAMPERSHIPS | $2,500 |
| CENTRAL VERMONT ADULT BASIC EDU | |||||
| 100 FOSTER STREET | SOUTHBRIDGE | MA | 01550 | HEALTH AND WELFARE | $5,000 |
| CHAMP HOMES INC | |||||
| 82 SCHOOL STREET | HYANNIS | MA | 02601 | HOMELESS SHELTERS | $5,000 |
| CHAMP HOMES INC | |||||
| 82 SCHOOL STREET | HYANNIS | MA | 02601 | HOMELESS SHELTERS | $2,500 |
| CHARTER HOUSE COALITION | |||||
| 27 NORTH PLEASANT STREET | MIDDLEBURY | VT | 05753 | FOOD PANTRIES,FOOD BANKS | $5,000 |
| CHARTER HOUSE COALITION | |||||
| 27 NORTH PLEASANT STREET | MIDDLEBURY | VT | 05753 | HOMELESS SHELTERS | $5,000 |
| CHILD CARE OF THE BERKSHIRES INC | |||||
| 210 STATE STREET | NORTH ADAMS | MA | 01247 | REPLACE KITCHEN FLOOR IN MONUMENT SQUARE EARLY CHILDHOOD CENTER | $3,500 |
| CHILDREN'S DISCOVERY MUSEUM | |||||
| 7 EUSTIS PARKWAY | WATERVILLE | ME | 04901 | CAMPERSHIPS | $2,500 |
| CIRCLE PROGRAM | |||||
| PO BOX 815 | PLYMOUTH | NH | 03264 | CAMPERSHIPS | $2,500 |
| CIRCLE INC | |||||
| PO BOX 652 | BARRE | VT | 05641 | HOMELESS SHELTERS | $5,000 |
| CITIZENS INN INC | |||||
| 81 MAIN STREET | PEABODY | MA | 01960 | HEALTH AND WELFARE | $2,500 |
| CITIZENS INN INC | |||||
| 81 MAIN STREET | PEABODY | MA | 01960 | FOOD PANTRIES,FOOD BANKS | $3,500 |
| CLEAR PATH FOR VETERANS NEW ENGLAND | |||||
| 84 ANTIETAM STREET | DEVENS | MA | 04134 | HEALTH AND WELFARE | $3,600 |
| COMMON GROUND CENTER | |||||
| 473 TATRO ROAD | STARKSBORO | VT | 05487 | CAMPERSHIPS | $2,500 |
| COMMUNITY ARTS CENTER | |||||
| 119 WINDSOR ST | CAMBRIDGE | MA | 02139 | CAMPERSHIPS | $2,500 |
| COMMUNITY DENTAL | |||||
| 190 PARK AVENUE | PORTLAND | ME | 04102 | HEALTH AND DENTAL | $5,000 |
| COMMUNITY HARVEST PROJECT | |||||
| 37 WHEELER ROAD | NORTH GRAFTON | MA | 01536 | VOLUNTEER FARMING PROGRAM | $3,000 |
| COMMUNITY HEALTH PROGRAMS INC | |||||
| 444 STOCKBRIDGE ROAD | GREAT BARRINGTON | MA | 01230 | HEALTH AND DENTAL | $3,000 |
| COMMUNITY RECREATION ASSOCIATION | |||||
| 400 MAIN STREET | DALTON | MA | 01226 | CAMPERSHIPS | $2,500 |
| COUTTS-MORIARTY CAMP INC | |||||
| PO BOX 565 | DERBY | VT | 058290565 | CAMPERSHIPS | $2,500 |
| DISMAS HOME OF NEW HAMPSHIRE | |||||
| 102 FOURTH STREET | MANCHESTER | NH | 01603 | HEALTH AND DENTAL | $7,500 |
| DISMAS HOUSE OF MASSACHUSETTS INC | |||||
| PO BOX 30125 | WORCESTER | MA | 01603 | HOMELESS SHELTERS | $2,500 |
| DISMAS OF VERMONT | |||||
| PO BOX 156 | HYDE PARK | VT | 05655 | HEALTH AND WELFARE | $1,800 |
| DISMAS OF VERMONT | |||||
| PO BOX 156 | HYDE PARK | VT | 05655 | FOOD PANTRIES,FOOD BANKS | $3,200 |
| DOVE INC | |||||
| PO BOX 690267 | QUINCY | MA | 02269 | HEALTH AND WELFARE | $3,000 |
| DWELLING HOUSE OF HOPE INC | |||||
| 125 MOUNT HOPE STREET | LOWELL | MA | 01854 | PURCHASE OF NEW BOX TRUCK FOR FOOD PANTRY | $5,000 |
| DWELLING HOUSE OF HOPE INC | |||||
| 125 MOUNT HOPE STREET | LOWELL | MA | 01854 | FOOD PANTRIES,FOOD BANKS | $2,500 |
| EASTERN AREA AGENCY ON AGING | |||||
| 240 STATE STREET | BREWER | ME | 04412 | HEALTH AND WELFARE | $3,000 |
| ELLSWORTH FREE MEDICAL CLINIC | |||||
| 248 STATE STREET | ELLSWORTH | ME | 04605 | FREE DENTAL CARE & EDUCATION | $3,500 |
| ELLSWORTH FREE MEDICAL CLINIC | |||||
| 248 STATE STREET | ELLSWORTH | ME | 04605 | FREE DENTAL CARE & EDUCATION | $6,500 |
| END 68 HOURS OF HUNGER | |||||
| PO BOX 676 | SOMERSWORTH | NH | 03878 | HEALTH AND WELFARE | $3,465 |
| END 68 HOURS OF HUNGER | |||||
| PO BOX 676 | SOMERSWORTH | NH | 03878 | FOOD PANTRIES,FOOD BANKS | $6,535 |
| FAIRFIELD COMMUNITY CENTER | |||||
| 124 SCHOOL STREET PO BOX 16 | EAST FAIRFIELD | VT | 05448 | CAMPERSHIPS | $2,500 |
| FALL MOUNTAIN FRIENDLY MEALS | |||||
| 122 NH ROUTE 12A | LANGDON | NH | 03602 | FOOD PANTRIES,FOOD BANKS | $5,000 |
| FALL MOUNTAIN FRIENDLY MEALS | |||||
| 122 NH ROUTE 12A | LANGDON | NH | 03602 | FOOD PANTRIES,FOOD BANKS | $5,000 |
| FAMILIES FLOURISH NORTHEAST INC | |||||
| PO BOX 20 | ENFIELD | NH | 03749 | HEALTH AND WELFARE | $5,000 |
| FAMILY & CHILDREN'S SERVICES OF GR LYNN | |||||
| 111 NORTH COMMON STREET | LYNN | MA | 01902 | HEALTH AND WELFARE | $2,000 |
| FAMILY PROMISE OF GREATER CONCORD NH | |||||
| 176 LOUDON ROAD SUITE 2 | CONCORD | NH | 03301 | HOMELESS SHELTERS | $5,000 |
| FAMILY PROMISE OF SOUTHERN NH | |||||
| PO BOX 450 | NASHUA | NH | 03061 | HOMELESS SHELTERS | $3,000 |
| FAMILY PROMISE OF SOUTHERN NH | |||||
| PO BOX 450 | NASHUA | NH | 03061 | HOMELESS SHELTERS | $3,000 |
| FARMSTEADS OF NEW ENGLAND INC | |||||
| 213 CENTER ROAD | HILLSBOROUGH | NH | 03244 | FOOD PANTRIES,FOOD BANKS | $2,500 |
| FIT-NHNH INC | |||||
| 199 MANCHESTER STREET | MANCHESTER | NH | 03103 | FOOD PANTRIES/FOOD BANKS | $10,000 |
| FLYING CLOUDS INSTITUTE INC | |||||
| 20 STOCKBRIDGE ROAD SUITE 2 | GREAT BARRINGTON | MA | 01230 | CAMPERSHIPS | $2,500 |
| FOOD CONNECTS INC | |||||
| 22 BROWNE CT UNIT 10 | BRATTLEBORO | VT | 03501 | FOOD PANTRIES,FOOD BANKS | $5,000 |
| FRANNIE PEABODY CENTER | |||||
| 111 NORTH COMMON STREET | PORTLAND | ME | 04101 | PROPER DENTAL CARE FOR INDIVIDUALS WITH AIDS/HIV | $5,000 |
| FRIEND'S OF BOSTON'S HOMELESS | |||||
| 12 WISE STREET | BOSTON | MA | 02130 | HOMELESS SHELTERS | $2,000 |
| FRIENDS OF MASCOMA FOUNDATION | |||||
| 9 ON THE COMMON WAY | CANAAN | NH | 03741 | FOOD PANTRIES,FOOD BANKS | $3,500 |
| FRIEND'S OF MASCOMA FOUNDATION | |||||
| 9 ON THE COMMON WAY | CANAAN | NH | 03741 | FOOD PANTRIES,FOOD BANKS | $2,500 |
| FRIENDS OF ST STEPHEN'S YOUTH PROGRAMS | |||||
| 419 SHAWMUT AVENUE | BOSTON | MA | 02118 | HEALTH AND WELFARE | $5,000 |
| FRIENDS OF THE RAFAEL HERNANDEZ INC | |||||
| 61 SCHOOL STREET | ROXBURY | MA | 02119 | SUPPORT APPRENTICE LEARNING PROGRAM FOR 8TH GRADERS | $2,500 |
| FUEL | |||||
| 379 HAMMOND STREET | CHESTNUT HILL | MA | 02467 | FOOD PANTRIES,FOOD BANKS | $5,000 |
| FURNITURE FRIENDS | |||||
| PO BOX 631 | WESTBROOK | ME | 04098 | COMPUTERS & ITEMS TO HELP OPERATE THE WAREHOUSE | $3,500 |
| GENESIS CLUB HOUSE INC | |||||
| 274 LINCOLN ST | WORCESTER | MA | 01605 | HEALTH & WELFARE | $5,000 |
| GIRLS AT WORK INC | |||||
| 4 ELM STREET | MANCHESTER | NH | 03103 | CAMPERSHIPS | $2,500 |
| GIRLS INC OF GREATER LOWELL | |||||
| 220 WORTHEN STREET | LOWELL | MA | 01852 | CAMPERSHIPS | $3,500 |
| GIRLS INC OF NEW HAMPSHIRE | |||||
| 1171 SOUTH WILLOW STREET UNIT 3 | MANCHESTER | NH | 03103 | CAMPERSHIPS | $2,500 |
| GIRLS' LEAP | |||||
| PO BOX 220663 | DORCHESTER | MA | 02122 | HEALTH AND WELFARE | $3,757 |
| GIRLS ON THE RUN VERMONT | |||||
| 188 ALLEN BROOK LANE SUITE 2 | WILLISTON | VT | 05495 | HEALTH AND WELFARE | $5,000 |
| GIVING GARDENS LTD | |||||
| 11 PENINSULA DRIVE | LUNENBURG | MA | 01462 | HEALTH AND WELFARE | $2,500 |
| GOOD NEIGHBOR FOOD PANTRY | |||||
| 44 CHURCH STREET | FRANCONIA | NH | 03580 | FOOD PANTRIES,FOOD BANKS | $2,400 |
| GRAFTON COUNTY SENIOR CITIZENS COUNCIL | |||||
| PO BOX 433 | LEBANON | NH | 037660433 | HEALTH AND WELFARE | $2,500 |
| GRANBY TO-GO | |||||
| 385 EAST STATE STREET | GRANBY | MA | 01033 | FOOD PANTRIES,FOOD BANKS | $5,000 |
| GREEN MOUNTAIN CAMP FOR GIRLS | |||||
| 565 GREEN MOUNTAIN CAMP ROAD | DUMMERSTON | VT | 05301 | CAMPERSHIPS | $2,500 |
| GREEN MOUNTAIN CONSERVANCY INC | |||||
| PO BOX 301 | WEST DUMMERSTON | VT | 05357 | CAMPERSHIPS | $2,500 |
| HOME INC | |||||
| PO BOX 10 | ORLAND | ME | 04472 | HEALTH AND WELFARE | $5,000 |
| HARBOR HOMES DBA HARBOR CARE | |||||
| 77 NORTHEASTERN BLVD | NASHUA | NH | 03062 | HEALTH AND DENTAL | $2,500 |
| HARMONY HOUSE INC | |||||
| PO BOX 706 | CHICOPEE | MA | 01021 | HEALTH AND WELFARE | $3,450 |
| HELPING HANDS INC CO VERSHARE | |||||
| PO BOX 112 | VERSHIRE | VT | 05079 | FOOD PANTRIES,FOOD BANKS | $2,000 |
| HIVHCV RESOURCE CENTER | |||||
| 8 BLACKSMITH STREET | LEBANON | NH | 03766 | FOOD PANTRIES,FOOD BANKS | $1,000 |
| HOCKOMOCK AREA YMCA | |||||
| 300 ELMWOOD STREER | NORTH ATTLEBORO | MA | 02760 | FOOD PANTRIES,FOOD BANKS | $10,000 |
| HOLY CROSS EARLY CHILDHOOD CENTER | |||||
| 420 ISLAND POND ROAD | MANCHESTER | NH | 03109 | HEALTH AND WELFARE | $3,000 |
| HOME HEALTHCARE HOSPICE & COMM SVCS | |||||
| 312 MARLBORO STREET | KEENE | NH | 03431 | HEALTH AND WELFARE | $5,000 |
| HOME INC | |||||
| PO BOX 10 | ORLAND | ME | 04472 | FOOD PANTRIES,FOOD BANKS | $5,000 |
| HOOPS AND HOMEWORK INC | |||||
| PO BOX 5 | FRAMINGHAM | MA | 01704 | PURCHASE OF ADJUSTABLE HOOPS FOR BASKETBALL COURT | $2,500 |
| HOPE AND COMFORT | |||||
| 659 HIGHLAND AVE | NEEDHAM | MA | 02494 | HEALTH AND WELFARE | $5,000 |
| HOSPICE VOLUNTEERS OF HANCOCK COUNTY | |||||
| 14 MCKENZIE AVENUE | ELLSWORTH | ME | 04605 | HEALTH AND WELFARE | $3,000 |
| HOSPITALITY HOMES INC | |||||
| PO BOX 15265 | BOSTON | MA | 02215 | HELP FURNISH 2 APTS. FOR PATIENTS & FAMILIES WHO ARE IN BOSTON FOR MEDICAL CARE | $3,500 |
| HUNDRED NIGHTS INC | |||||
| PO BOX 833 | KEENE | NH | 03431 | HOMELESS SHELTERS | $10,000 |
| HUNGER FREE VERMONT | |||||
| 38 EASTWOOD DRIVE | SO BURLINGTON | VT | 05043 | HEALTH AND WELFARE | $2,900 |
| INDEPENDENCE HOUSE INC | |||||
| 160 BASSET LANE | HYANNIS | MA | 02601 | HOMELESS SHELTERS | $5,000 |
| JEANNE GEIGER CRISIS CENTER INC | |||||
| TWO HARRIS STREET | NEWBURYPORT | MA | 01950 | HOMELESS SHELTERS | $5,000 |
| JEREMIAH'S INN | |||||
| 1059 MAIN STREET PO BOX 30035 | WORCESTER | MA | 01603 | HEALTH AND WELFARE | $10,000 |
| JEWISH BIG BROTHERS BIG SISTERS OF GREATER BOSTON | |||||
| 330 NAHANTON STREET | NEWTON | MA | 02459 | HEALTH AND WELFARE | $2,500 |
| JOHN HAY ESTATE AT THE FELLS | |||||
| 465 ROUTE 103A | NEWBURY | NH | 03255 | CAMPERSHIPS | $2,500 |
| KEENE SENIOR CENTER | |||||
| 150 COURT STREET | KEENE | NH | 03431 | BUILDING IMPROVEMENTS | $2,500 |
| KIDS FIRST CENTER | |||||
| US ROUTE 1 SUITE S | SCARBOROUGH | ME | 04074 | HEALTH AND WELFARE | $3,300 |
| KIDS IN DISABILITY SPORTS INC | |||||
| PO BOX 1397 | LOWELL | MA | 01853 | HEALTH AND WELFARE | $3,000 |
| KING STREET CENTER | |||||
| PO BOX 1615 | BURLINGTON | VT | 05402 | CAMPERSHIPS | $2,500 |
| KINGSWOOD YOUTH CENTER | |||||
| PO BOX 697 | WOLFEBORO | NH | 03894 | HEALTH AND WELFARE | $1,500 |
| KNOX COUNTY HOMELESS COALITION | |||||
| PO BOX 1696 | ROCKLAND | ME | 04841 | HOMELESS SHELTERS | $4,820 |
| LAWRENCE BOYS & GIRLS CLUB INC | |||||
| 136 WATER STREET | LAWRENCE | MA | 01841 | CAMPERSHIPS | $2,500 |
| LINCOLN COUNTY DENTAL | |||||
| PO BOX 43 | WICASSET | ME | 04578 | INSTALLATION OF VIDA SHIELD IN EXAM ROOMS | $2,500 |
| LISTEN COMMUNITY SERVICES | |||||
| 60 HANOVER STREET | LEBANON | VT | 03766 | FOOD PANTRIES,FOOD BANKS | $3,000 |
| LITERACY VOLUNTEERS OF BANGOR | |||||
| 354 HOGAN ROAD | BANGOR | ME | 04401 | DEVELOP & OPERATE MOBILE LEARNING INITIATIVE APPS | $3,500 |
| LLOYD CENTER FOR THE ENVIRONMENT INC | |||||
| 430 POTOMSKA ROAD | DARTMOUTH | MA | 02748 | CAMPERSHIPS | $2,500 |
| LUDLOW COMM CTRRANDALL BOYS GIRLS CLUB | |||||
| 91 CLAUDIAS WAY | LUDLOW | MA | 01056 | CAMPERSHIPS | $2,500 |
| LYNN SHELTER ASSOCIATION | |||||
| 91 LIBERTY STREET | LYNN | MA | 01904 | HOMELESS SHELTERS | $3,000 |
| LYNN SHELTER ASSOCIATION | |||||
| 91 LIBERTY STREET | LYNN | MA | 01904 | HOMELESS SHELTERS | $3,000 |
| MAINE YOUTH ALLIANCE DBA GAME LOFT | |||||
| 78A MAIN STREET | BELFAST | ME | 04915 | HEALTH AND WELFARE | $3,000 |
| MAKING COMMUNITY HAPPEN (MCH) | |||||
| 46 SUMMER ST | ROCKLAND | ME | 04841 | FOOD PANTRIES/FOOD BANKS | $10,000 |
| MANCHESTER COMMUNITY MUSIC SCHOOL | |||||
| 2291 ELM ST | MANCHESTER | NH | 03104 | CAMPERSHIPS | $2,500 |
| MARQUERITE'S PLACE INC | |||||
| 87 PALM ST | NASHUA | NH | 03060 | HOMELESS SHELTERS | $15,000 |
| MARTHA'S VINEYARD BOYS & GIRLS CLUB | |||||
| PO BOX 654 | EDGARTOWN | MA | 02539 | CAMPERSHIPS | $2,500 |
| MASS ADOPTION RESOURCE EXCHANGE | |||||
| 19 NEEDHAM STREET SUITE 206 | NEWTON | MA | 02461 | HEALTH AND WELFARE | $5,000 |
| MASS COALITION FOR THE HOMELESS INC | |||||
| 73 BUFFUM ST | LYNN | MA | 01902 | HEALTH AND WELFARE | $3,500 |
| MASSACHUSETTS COALITION FOR THE HOMELESS | |||||
| 73 BUFFUM ST | LYNN | MA | 01902 | HOMELESS SHELTERS | $3,000 |
| MASSACHUSETTS HOUSING & SHELTER ALLIANCE | |||||
| 7 BULLFINCH PLACE SUITE 201 | BOSTON | MA | 02114 | HOMELESS SHELTERS | $3,000 |
| MAYHEW INC | |||||
| 293 WEST SHORE ROAD PO BOX 120 | BRISTOL | NH | 03222 | CAMPERSHIPS | $2,500 |
| MERCY MEALS & MORE | |||||
| PO BOX 40515 | NEW BEDFORD | MA | 02744 | FOOD PANTRIES,FOOD BANKS | $10,000 |
| MERIDEN COMMUNITY CAMP CO MERIDEN CONGREGATIONAL CHURCH | |||||
| PO BOX 187 | MERIDEN | NH | 03770 | CAMPERSHIPS | $2,500 |
| MERRIMACK VALLEY DREAM CENTER | |||||
| 60 ISLAND STREET | LAWRENCE | MA | 01840 | HOMELESS SHELTERS | $5,000 |
| MIDDLESEX COUNTY FOUNDATION INC4-H CAMP | |||||
| 1301 ERIKSON ROAD | ASHBY | MA | 01431 | CAMPERSHIPS | $2,500 |
| MIDDSUMMER LUNCH & RECREATION PROGRAM | |||||
| PO BOX 985 | MIDDLEBURY | VT | 05753 | CAMPERSHIPS | $500 |
| MILESTONE ADVENTURES | |||||
| 63 FISKE ROAD | TOPSHAM | VT | 05076 | FOOD PANTRIES,FOOD BANKS | $2,500 |
| MILFORD YOUTH CENTER | |||||
| 24 PEARL STREET | MILFORD | MA | 01757 | HEALTH AND WELFARE | $1,325 |
| MISSION OF DEEDS INC | |||||
| 6 CHAPIN AVENUE | READING | MA | 01867 | HEALTH AND WELFARE | $4,125 |
| MOSAIC VERMONT INC | |||||
| 4 COTTAGE STREET | BARRE | VT | 05641 | HOMELESS SHELTERS | $5,000 |
| MUJERES UNIDAS AVANZANDO | |||||
| 54 CLAYTON STREET | DORCHESTER | MA | 02122 | PURCHASE OF SOLAR PANELS | $5,000 |
| MY BROTHER'S KEEPER | |||||
| PO BOX 338 | EASTON | MA | 03256 | FOOD PANTRIES,FOOD BANKS | $10,000 |
| MY TURN INC | |||||
| 340 GRANITE STREET 1F | MANCHESTER | NH | 03102 | HEALTH AND WELFARE | $2,500 |
| NEW ENGLAND YOUTH THEATRE | |||||
| 100 FLAT STREET | BRATTLEBORO | VT | 05301 | CAMPERSHIPS | $2,500 |
| NEW HAMPSHIRE DANCE INSTITUTE | |||||
| PO BOX 1116 | KEENE | NH | 03431 | CAMPERSHIPS | $2,500 |
| NEW HOPE INC | |||||
| 247 MAPLE STREET | ATTLEBORO | MA | 02703 | HEALTH AND WELFARE | $5,000 |
| NORTH BRANCH NATURE CENTER | |||||
| 713 ELM STREET | MONTPELIER | VT | 05602 | CAMPERSHIPS | $2,500 |
| NORTH CONWAY COMMUNITY CTR | |||||
| PO BOX 487 | NORTH CONWAY | NH | 03860 | CAMPERSHIPS | $2,500 |
| NORTH QUABBIN CITIZENS ADVOCACY INC | |||||
| PO BOX 362 | ORANGE | MA | 01364 | HEALTH AND WELFARE | $4,700 |
| NORTHAMPTON SURVIVAL CENTER | |||||
| 265 PROSPECT ST | NORTHAMPTON | MA | 01060 | FOOD PANTRIES/FOOD BANKS | $10,000 |
| NORTHEAST DEAF AND HARD OF HEARING | |||||
| 57 REGIONAL DRIVE UNIT D | CONCORD | NH | 03301 | HEALTH AND WELFARE | $5,000 |
| NORTHERN FOREST CANOE TRAIL | |||||
| PO BOX 565 | WAITSFIELD | VT | 05673 | CAMPERSHIPS | $1,000 |
| NORTHWOODS STEWARDSHIP CENTER | |||||
| PO BOX 220 | EAST CHARLESTON | VT | 05833 | CAMPERSHIPS | $2,500 |
| ON BELAY INC | |||||
| PO BOX 391 | NEWMARKET | NH | 03857 | CAMPERSHIPS | $2,500 |
| OUR BRIGHT FUTURE INC | |||||
| 245 LITTLE ALUM ROAD | BRIMFIELD | MA | 01010 | FOOD PANTRIES,FOOD BANKS | $5,000 |
| PARAN RECREATION INC | |||||
| PO BOX 393 | NORTH BENNINGTON | VT | 05257 | CAMPERSHIPS | $2,500 |
| PEMI YOUTH CENTER | |||||
| 111 MAIN ST | PLYMOUTH | NH | 03264 | CAMPERSHIPS | $2,500 |
| PENACOOK COMMUNITY CENTER INC | |||||
| 76 COMMUNITY DRIVE | PENACOOK | NH | 03303 | CAMPERSHIPS | $2,500 |
| PENOBSCOT BAY LANGUAGE PROGRAM | |||||
| 28 GAY STREET | ROCKLAND | ME | 04841 | SUPPORT FREE ESL CLASSES FOR NON-ENGLISH SPEAKING PEOPLE | $5,000 |
| PENOBSCOT BAY YMCA | |||||
| 116 UNION ST PO BOX 840 | ROCKPORT | ME | 04856 | CAMPERSHIPS | $2,500 |
| PLAINFIELD'S COMMUNITY RESOURCE ROOM | |||||
| PO BOX 380 | MEDIDEN | NH | 03770 | FOOD PANTRIES,FOOD BANKS | $3,000 |
| PLOWSHARE FARM | |||||
| 32 WHITNEY DRIVE | GREENFIELD | NH | 03047 | HEALTH AND WELFARE | $5,000 |
| PORTLAND SCHOOL OF BALLET | |||||
| 517 FOREST AVENUE SUITE 2 | PORTLAND | ME | 04101 | CAMPERSHIPS | $2,500 |
| PORTSMOUTH MUSIC AND ARTS CENTER | |||||
| 973 ISLINGTON ST | PORTSMOUTH | NH | 03801 | CAMPERSHIPS | $2,500 |
| PRESCOTT PARK ARTS FESTIVAL | |||||
| PO BOX 4370 | PORTSMOUTH | NH | 03802 | CAMPERSHIPS | $2,500 |
| PREVENT CHILD ABUSE VERMONT | |||||
| PO BOX 829 | MONTPELIER | VT | 05601 | HEALTH AND WELFARE | $2,500 |
| PROJECT AGAINST VIOLENT ENCOUNTERS | |||||
| 102 DEWEY STREET | BENNINGTON | VT | 01257 | HOMELESS SHELTERS | $5,000 |
| PROJECT SHAKESPEARE | |||||
| 51 HARKNESS ROAD | JAFFREY | NH | 03452 | CAMPERSHIPS | $1,000 |
| RAILROAD STREET YOUTH PROJECT | |||||
| PO BOX 698 | GREAT BARRINGTON | MA | 02130 | HEALTH AND WELFARE | $3,000 |
| REACH AFTERSCHOOL AND SUMMER PROGRAM | |||||
| 135 SOUTH MAIN ST | HARDWICK | VT | 05843 | CAMPERSHIPS | $2,500 |
| REACH AT BOSTON UNIVERSITY | |||||
| 881 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | CAMPERSHIPS | $2,500 |
| REACH FOR THE TOP THERAPY SERVICES | |||||
| 61 LOCUST STREET SUITE 331 | DOVER | NH | 03820 | HEALTH AND WELFARE | $5,000 |
| REACH OUT AND READ INC | |||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 02111 | HEALTH AND WELFARE | $5,000 |
| READING-WEST WINDSOR FOOD SHELF INC | |||||
| PO BOX 384 | BROWNSVILLE | VT | 05037 | FOOD PANTRIES,FOOD BANKS | $3,000 |
| READING-WEST WINDSOR FOOD SHELF INC | |||||
| PO BOX 384 | BROWNSVILLE | VT | 05037 | FOOD PANTRIES,FOOD BANKS | $2,000 |
| REGIONAL ENVIRONMENTAL COUNCIL INC | |||||
| 6 CASTLE STREET | WORCESTER | MA | 01610 | HEALTH AND WELFARE | $5,000 |
| RESPOND INC | |||||
| PO BOX 555 | SOMERVILLE | MA | 02143 | HEALTH AND WELFARE | $5,000 |
| RETREAT FARM LTD | |||||
| 45 FARMHOUSE SQUARE | BRATTLEBORO | VT | 05301 | HEALTH AND WELFARE | $5,000 |
| RIVERBROOK RESIDENCE INC | |||||
| 4 ICE GLEN ROAD | STOCKBRIDGE | MA | 01262 | HEALTH AND WELFARE | $5,000 |
| RONALD MCDONALD HOUSE CHARITIES BURLINGTON VT INC | |||||
| 16 SO WINOOSKI AVENUE | BURLINGTON | VT | 05401 | HEALTH AND DENTAL | $7,500 |
| RUFUS PORTER MUSEUM OF ARTS | |||||
| PO BOX 544 | BRIDGTON | ME | 04009 | CAMPERSHIPS | $2,500 |
| RURAL ARTS COLLABORATIVE | |||||
| PO BOX 300 | GREENSBORO | VT | 05841 | CAMPERSHIPS | $2,500 |
| SAFE PASSAGE INC | |||||
| 76 CARLTON DRIVE | NORTHAMPTON | MA | 01060 | HEALTH AND WELFARE | $5,000 |
| SAMARITAN HOUSE INC | |||||
| 20 KINGSMAN STREET | ST ALBANS | VT | 05478 | HOMELESS SHELTERS | $7,500 |
| SAMARITANS INC | |||||
| 41 WEST STREET | BOSTON | MA | 02111 | HEALTH AND WELFARE | $2,000 |
| SCHOOL ON WHEELS OF MASS | |||||
| 100 LAUREL ST SUITE 121 | EAST BRIDGEWATER | MA | 02333 | PROVIDE SCHOOLBOOKS FOR HOMELESS & LOW-INCOME CHILDREN | $3,000 |
| SHARE OUTREACH INC | |||||
| ONE COLUMBUS AVENUE | MILFORD | NH | 03055 | HEALTH AND WELFARE | $3,000 |
| SILVER LAKE SENIOR HOUSING CORP INC | |||||
| 14 GROVE STREET | NORTH CONWAY | NH | 03860 | PURCHASE OF NEW APPLIANCES, CARPET & FLOORING IN APTS. | $5,000 |
| SOUTHEAST ASIAN COALITION OF CENTRAL MA | |||||
| 484 MAIN STRREET | WORCESTER | MA | 01608 | HEALTH AND WELFARE | $5,000 |
| SOUTHEASTERN MASS ARTS COLLABORATIVE | |||||
| PO BOX 356 | ATTLEBORO | MA | 02703 | CAMPERSHIPS | $2,500 |
| SPARK COMMUNITY CENTER INC | |||||
| 59 HANOVER STREET | LEBANON | NH | 03766 | HEALTH AND WELFARE | $2,500 |
| SPORTSMEN'S TENNIS CLUB | |||||
| 999 BLUE HILL AVENUE | DORCHESTER | MA | 02124 | CAMPERSHIPS | $2,500 |
| SPRINGFIELD RESCUE MISSION | |||||
| 10 MILL STREET PO BOX 9045 | SPRINGFIELD | MA | 01108 | FOOD PANTRIES/FOOD BANKS | $5,000 |
| STARKSBORO COOPERATIVE PRESCHOOL | |||||
| 2875 VT ROUTE 116 | STARKSBORO | VT | 05487 | CAMPERSHIPS | $2,500 |
| STATE YMCA CAMP OF MAINE | |||||
| 305 WINTHROP CENTER RD PO BOX 446 | WINTHROP | ME | 04364 | CAMPERSHIPS | $2,500 |
| STEPS TO SUCCESS | |||||
| PO BOX 470421 | BROOKLINE | MA | 02447 | HEALTH AND WELFARE | $2,000 |
| SUPPORTIVE LIVING INC | |||||
| 400 W CUMMINGS PARK SUITE 6100 | WOBURN | MA | 01801 | HEALTH AND WELFARE | $5,000 |
| TAPROOT FARM | |||||
| PO BOX 245 | LANCASTER | NH | 03584 | CAMPERSHIPS | $2,500 |
| THE ARC OF THE SOUTH SHORE | |||||
| 20 PARK POND ROAD | HINGHAM | MA | 02043 | HEALTH AND WELFARE | $5,000 |
| THE CENTER FOR GRIEVING CHILDREN | |||||
| 555 FOREST AVENUE | PORTLAND | ME | 04101 | HEALTH AND WELFARE | $5,000 |
| THE DREAM PROGRAM | |||||
| PO BOX 361 | WINOOSKI | VT | 05404 | CAMPERSHIPS | $2,500 |
| THE EDUCATION FARM JOPPA HILL INC | |||||
| 174 JOPPA HILL ROAD | BEDFORD | NH | 03110 | CAMPERSHIPS | $2,000 |
| THE FRONT DOOR AGENCY INC | |||||
| 7 CONCORD STREET | NASHUA | NH | 03064 | HEALTH AND WELFARE | $3,000 |
| THE GRAPEVINE FAMILY & COMM RESOURCE CTR | |||||
| 4 AIKEN STREET | ANTRIM | NH | 03440 | CAMPERSHIPS | $2,500 |
| THE HAVEN PROJECT INC | |||||
| 57 MUNROE STREET | LYNN | MA | 01901 | HEALTH AND WELFARE | $2,100 |
| THE KNOX CLINIC | |||||
| 22 WHITE STREET | ROCKLAND | ME | 04841 | PURCHASE CLINICAL SUPPLIES FOR DENTAL CLINIC | $4,000 |
| THE LOCKER PROJECT | |||||
| PO BOX 3134 | PORTLAND | ME | 04104 | FOOD PANTRIES,FOOD BANKS | $5,000 |
| THE LOCKER PROJECT | |||||
| PO BOX 3134 | PORTLAND | ME | 04104 | SUPPORT SUMMER FRESH FOOD PROGRAM | $5,000 |
| THE MAJESTIC THEATRE | |||||
| 880 PAGE STREET | MANCHESTER | NH | 03109 | CAMPERSHIPS | $1,500 |
| THE NORTHERN LIGHTHOUSE INC | |||||
| 559 SWEDEN STREET | CARIBOU | ME | 04736 | HOMELESS SHELTERS | $5,000 |
| THE SALVATION ARMY - NASHUA | |||||
| 1 MONTGOMERY AVENUE | NASHUA | NH | 03060 | CAMPERSHIPS | $2,500 |
| THE WELCOME PROJECT | |||||
| 530 MYSTIC AVE 111 | SOMERVILLE | MA | 02145 | HEALTH & WELFARE | $5,000 |
| THE WELCOME PROJECT | |||||
| 530 MYSTIC AVE 111 | SOMERVILLE | MA | 02145 | HEALTH & WELFARE | $2,000 |
| THE WINSTON PROUTY CENTER FOR CHILD AND FAMILY DEVELOPMENT | |||||
| 209 AUSTINE DRIVE | BRATTLEBORO | VT | 05301 | HEALTH AND WELFARE | $5,000 |
| THE WISH PROJECT INC | |||||
| PO BOX 8693 | LOWELL | MA | 01853 | HEALTH AND WELFARE | $2,000 |
| THEATRE ADVENTURE INC | |||||
| PO BOX 2264 | BRATTLEBORO | VT | 05303 | CAMPERSHIPS | $2,500 |
| THOMAS CHEW MEMORIAL BOYS & GIRLS CLUB | |||||
| PO BOX 5155 | FALL RIVER | MA | 02723 | CAMPERSHIPS | $2,500 |
| TILTON-NORTHFIELD RECREATION COUNCIL | |||||
| PO BOX 262 | NORTHFIELD | NH | 03276 | CAMPERSHIPS | $2,500 |
| TIN MOUNTAIN CONSERVATION CTR | |||||
| 1245 BALD HILL ROAD | ALBANY | NH | 03818 | CAMPERSHIPS | $2,500 |
| TLC FAMILY RESOURCE CENTER | |||||
| 109 PLEASANT ST PO BOX 1098 | CLAREMONT | NH | 03743 | HEALTH & WELFARE | $5,000 |
| TREE STREET YOUTH | |||||
| 144 HOWE STREET | LEWISTON | ME | 04240 | HEALTH AND WELFARE | $3,000 |
| TREKKERS INC | |||||
| 325 OLD COUNTY ROAD | ROCKLAND | ME | 04841 | CAMPERSHIPS | $2,500 |
| TRINITY EVANGELICAL FREE CHURCH | |||||
| PO BOX 462 | WINDSOR | VT | 05089 | FOOD PANTRIES,FOOD BANKS | $2,900 |
| TRINITY EVANGELICAL FREE CHURCH | |||||
| PO BOX 462 | WINDSOR | VT | 05089 | FOOD PANTRIES,FOOD BANKS | $3,000 |
| TURNING POINTS NETWORK | |||||
| 11 SCHOOL STREET | CALREMONT | NH | 03743 | HOMELESS SHELTERS | $5,000 |
| TWIN RIVERS INTERFAITH FOOD PANTRY | |||||
| 2 CENTRAL STREET UNIT C | FRANKLIN | NH | 03235 | FOOD PANTRIES,FOOD BANKS | $3,000 |
| UNITED NATIONS OF GREATER BOSTON | |||||
| 85 DEVONSHIRE ST SUITE 1000 | BOSTON | MA | 02109 | CAMPERSHIPS | $2,500 |
| UNITED WAY OF WINDHAM COUNTY | |||||
| PO BOX 617 | BRATTLEBORO | VT | 05302 | NEW EQUIPMENT FOR DENTAL OFFICE | $3,500 |
| URBAN FARMING INSTITUTE OF BOSTON | |||||
| 487R NORFOLK STREET | MATTAPAN | MA | 02126 | HEALTH AND WELFARE | $3,000 |
| URBANITY DANCE | |||||
| 725 HARRISON AVENUE SUITE 100 | BOSTON | MA | 02118 | CAMPERSHIPS | $2,500 |
| VALLEY EYE RADIO INC | |||||
| 1 FEDERAL STREET | SPRINGFIELD | MA | 01105 | HEALTH AND WELFARE | $2,500 |
| VERMONT WILDERNESS SCHOOL | |||||
| PO BOX 2585 | BRATTLEBORO | VT | 05303 | CAMPERSHIPS | $2,500 |
| VERMONT WORKS FOR WOMEN | |||||
| 32A MALLETTS BAY AVENUE | WINOOSKI | VT | 05404 | CAMPERSHIPS | $2,500 |
| VET 2 VET MAINE | |||||
| 11 MORIN STREET | BIDDEFORD | ME | 04005 | HEALTH AND WELFARE | $4,800 |
| VOLUNTEERS IN MEDICINE BERKSHIRES INC | |||||
| 777 MAIN STREET SUITE 4 | GREAT BARRINGTON | MA | 01230 | HEALTH AND DENTAL | $3,000 |
| WAYPOINT | |||||
| CHESTNUT STREET | MANCHESTER | NH | 03104 | FOOD PANTRIES,FOOD BANKS | $3,000 |
| WAYPOINT | |||||
| CHESTNUT STREET | MANCHESTER | NH | 03104 | EXPANSION OF EMERGENCY OVERNIGHT SHELTERS | $2,500 |
| WELLSPRING HOUSE INC | |||||
| 302 ESSEX AVENUE | GLOUCESTER | MA | 01930 | HOMELESS SHELTERS | $5,000 |
| WENTWORTH-DOUGLASS HOSPITAL | |||||
| 789 CENTRAL STREET | DOVER | NH | 03820 | EXPENSES FOR DENTAL CARE | $2,500 |
| WEST END HOUSE GIRLS CAMP INC | |||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | CAMPERSHIPS | $2,500 |
| WHITE MOUNTAIN SCIENCE | |||||
| 23 AMMONOOSUC STREET SUITE 1 | LITTLETON | NH | 03561 | CAMPERSHIPS | $2,500 |
| WILLIE ROSS SCHOOL FOR THE DEAF | |||||
| 32 NORWAY ST | LONGMEADOW | MA | 01106 | HEALTH AND WELFARE | $2,500 |
| WILLING HANDS ENTERPRISES INC | |||||
| 198 CHURCH STREET | NORWICH | VT | 05055 | FOOD PANTRIES,FOOD BANKS | $1,500 |
| WILLING HANDS ENTERPRISES INC | |||||
| 198 CHURCH STREET | NORWICH | VT | 05055 | FOOD PANTRIES,FOOD BANKS | $2,500 |
| WORCESTER YOUTH CENTER INC | |||||
| 326 CHANDLER STREET | WORCESTER | MA | 01602 | HEALTH AND WELFARE | $3,000 |
| YMCA OF CENTRAL MASSACHUSETTS | |||||
| 766 MAIN STREET | WORCESTER | MA | 01610 | CAMPERSHIPS | $3,000 |
| YMCA OF GREATER SPRINGFIELD | |||||
| PO BOX 15329 | SPRINGFIELD | MA | 01115 | HEALTH AND WELFARE | $3,000 |
| YMCA OF THE NORTHSHORESALEM YMCA | |||||
| ONE SEWALL STREET | SALEM | MA | 01970 | CAMPERSHIPS | $2,500 |
| YOUNG WRITERS PROJECT | |||||
| 47 MAPLE ST SUITE 215 | BURLINGTON | VT | 05401 | HEALTH AND WELFARE | $2,500 |
| YWCA OF CENTRAL MAINE | |||||
| 130 EAST AVENUE | LEWISTON | ME | 04240 | HEALTH AND WELFARE | $5,000 |
| YWCA OF CENTRAL MASSACHUSETTS | |||||
| 1 SALEM SQUARE | WORCESTER | MA | 01608 | HOMELESS SHELTERS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,037,440 | 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 | $13 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,316 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,669 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $716,955 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd |
|---|---|---|---|
| WEST STREET ENERGY PARTNERS AND AIV-1 | 523000 | -$2,000 | 01 |
| NEW MOUNTAIN PARTNERS IV ACCESS LP | 523000 | -$25,763 | 01 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$27,763 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $751,953 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $724,190 | 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 FEES | CategoryTxt |
| Amt | $29,161 | Amt |
| Net Investment Income | $9,720 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,441 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - CORPORATE BONDS | BondNm |
| EOY Book Value | $941,645 | EOYBookValueAmt |
| EOYFMV | $941,645 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER INVESTMENTS (PARTNERSHIPS) | AT COST | $1,732,376 | $1,732,376 |
| PUBLIC EQUITY | AT COST | $59,865 | $59,865 |
| COMMONFUNDS MULTI STRATEGIC EQUITY FUND | AT COST | $29,734,904 | $29,734,904 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt |
|---|---|
| SECURITY DEPOSIT | $1,394 |
| PREPAID FEDERAL EXCISE TAX | $6,320 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $15,741 | $0 | $15,741 |
| TRUSTEE BOND FEE | $15,235 | $15,235 | $0 |
| PROFESSIONAL DEVELOPMENT | $630 | $0 | $630 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NEW MOUNTAIN PARTNERS IV ACCESS LP | -$231 | -$231 | -$231 |
| OTHER | $21,900 | $21,900 | $21,900 |
| WEST STREET ENERGY PARTNERS AND AIV-1 | -$2,000 | -$2,000 | |
| NEW MOUNTAIN PARTNERS IV ACCESS LP | -$25,763 | -$25,763 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED INVESTMENT GAINS & LOSSES | Desc |
| Amt | $5,786,046 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAX PAYABLE | $0 | $1,425 |
| FEDERAL EXCISE TAX PAYABLE | $0 | $3,698 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $69,315 | Amt |
| Net Investment Income | $69,315 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $8,098 | $0 | $0 |
| FOREIGN TAX | $90 | $90 | $0 |
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