LYNCH FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LYNCH FOUNDATION (EIN 04-3017940)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-29
- IRS object ID
- 202201809349101300
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2022-06-29T10:53:51-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | ALEXANDER ARONSON FINNING & CO PC | 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 | 2021-01-01 | 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 | 2022-06-24 | 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 | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID KELLEHER CPA | PreparerPersonNm |
| PTIN | P01059560 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2022-06-24 | 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 | $176,006,196 | 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 | $1,865,999 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,865,999 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,276,695 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $161,331,682 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,276,695 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $42,142,694 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,142,694 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $527,761 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $527,761 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $324,305 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $91,092 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $233,213 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $188,220 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,743 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $175,915 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $45,021 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $45,021 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $86,369 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $86,369 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,096,077 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,044,956 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $51,121 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $653,097 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,885 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $49,166 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $70,958 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $70,958 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $29,478 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $29,478 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $88,857 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $82,378 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,110,143 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,149,676 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,351,380 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,302,763 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,302,763 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,412,906 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,149,676 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,654,143 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,729,788 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,993,018 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,379,767 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,220,261 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,220,261 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $21,499 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $15,020 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $15,020 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $78,604,145 | CorporateStockBOYAmt |
| Corporate Stock EOY | $93,417,018 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $93,417,018 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $55,941,304 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $65,353,897 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $65,353,897 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,000,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,000,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $145,946,715 | TotalAssetsBOYAmt |
| Total Assets EOY | $176,006,196 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $176,006,196 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $111,313 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $115,875 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $434,342 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $499,730 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $545,655 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $615,605 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $145,401,060 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $175,390,591 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $145,401,060 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $175,390,591 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $145,946,715 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $176,006,196 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $145,401,060 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,729,788 | ExcessRevenueOverExpensesAmt |
| Other Increases | $259,743 | OtherIncreasesAmt |
| Subtotal | $175,390,591 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $175,390,591 | 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 | $161,331,682 | GrossSalesPriceAmt |
| Cost Or Other Basis | $121,054,987 | CostOrOtherBasisAmt |
| Gain Or Loss | $40,276,695 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $40,276,695 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,276,695 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $569,803 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $569,803 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $569,803 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $575,043 | 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 | $575,043 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,240 | OverpaymentAmt |
| Applied To ES Tax | $5,240 | 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 (9 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 |
| NANCY COOLIDGE | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RALPH C SWEETLAND MD | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANNE LUKOWSKI | ||||||||
| 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 |
| KATHRYN M EVERETT | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | EXECUTIVE DIRECTOR | 40.00 | $527,761 | $94,349 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 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 | $130,491 | $47,510 | $0 |
| NINA MOE | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | GRANTS, OPERATIONS, | 40.00 | $80,302 | $33,927 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THREE-YEAR UNSECURED INTEREST FREE LOAN TO A GRANTEE. | Description1Txt |
| Expenses1 | $2,500,000 | Expenses1Amt |
| Total | $2,500,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $161,697,153 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,257,576 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,015,020 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $173,969,749 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $173,969,749 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,609,546 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $171,360,203 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,568,010 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,568,010 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $569,803 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $569,803 | TotalTaxAmt |
| Distributable Before Adj | $7,998,207 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,998,207 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,998,207 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,654,143 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $2,500,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,154,143 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,998,207 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,351,476 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,341,315 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,920,720 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,227,134 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,224,770 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,065,415 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,154,143 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,998,207 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,155,936 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,221,351 | 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 | $3,351,476 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,869,875 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,341,315 | ExcessFromYear4Amt |
| Excess From Year3 | $2,920,720 | ExcessFromYear3Amt |
| Excess From Year2 | $3,227,134 | ExcessFromYear2Amt |
| Excess From Year1 | $3,224,770 | ExcessFromYear1Amt |
| Excess From Current Year | $5,155,936 | 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; CULTURE AND HISTORIC PRESERVATION; HEALTH CARE AND WELLNESS; AND RELIGIOUS AND EDUCATIONAL EFFORTS OF THE ROMAN CATHOLIC CHURCH. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (118 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| HARVARD MEDICAL SCHOOL | |||||||
| 401 PARK DRIVE SUITE 22W | BOSTON | MA | 02215 | NC | BOARD OF FELLOWS | $25,000 | |
| I2 LEARNING FOUNDATION | |||||||
| 610 WEST END AVE | NEW YORK | NY | 10024 | NC | BOSTON & MASSACHUSETTS STEM WEEK | $25,000 | |
| BOSTON CELTICS SHAMROCK FOUNDATION | |||||||
| 226 CAUSEWAY ST 4TH FLOOR | BOSTON | MA | 02114 | NC | BOSTON CELTICS UNITED FOR SOCIAL JUSTICE INITIATIVE | $100,000 | |
| BOSTON PARKS AND RECREATION DEPARTMENTS | |||||||
| 46 WALTHAM ST 2A | BOSTON | MA | 02118 | NC | BOSTON COMMON TREE LIGHTING | $10,000 | |
| TRUSTEES OF RESERVATIONS | |||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | NC | BOSTON ONE WATERFRONT INITIATIVE | $200,000 | |
| NONQUIT STREET LAND TRUST | |||||||
| 21 NONQUIT STREET | BOSTON | MA | 02125 | NC | CAPITAL CAMPAIGN | $71,000 | |
| NOTRE DAME CRISTO REY HIGH SCHOOL | |||||||
| 203 LAWRENCE STREET | METHUEN | MA | 01844 | NC | CAPITAL CAMPAIGN | $250,000 | |
| ORDER OF MALTA AMERICAN ASSOCIATION | |||||||
| 1011 1ST AVENUE 1350 | NEW YORK | NY | 10022 | NC | CAPITAL CAMPAIGN | $100,000 | |
| RON BURTON TRAINING VILLAGE | |||||||
| 55 MORGAN ROAD | HUBBARDSTON | MA | 01452 | NC | CAPITAL CAMPAIGN | $125,000 | |
| THE CENTER FOR EARLY EDUCATION | |||||||
| 563 N ALFRED ST | WEST HOLLYWOOD | CA | 90048 | NC | CAPITAL CAMPAIGN | $100,000 | |
| ARCHDIOCESE OF BOSTON | |||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | NC | CARDINAL'S APPEAL | $51,000 | |
| ST MARY'S CENTER FOR WOMEN AND CHILDREN | |||||||
| 90 CUSHING AVENUE | DORCHESTER | MA | 02125 | NC | CAROLYN LYNCH CHILDREN'S CENTER | $500,000 | |
| NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY | |||||||
| 101 NEWBURY STREET | BOSTON | MA | 02116 | NC | CAROLYN LYNCH GARDEN ENDOWMENT | $50,000 | |
| THE KNIGHTS OF COLUMBUS | |||||||
| 1 COLUMBUS PLACE | NEW HAVEN | CT | 06510 | NC | CATHOLIC SCHOOLS WORKING GROUP | $10,000 | |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NC | CENTER FOR NETHERLANDISH ART ENDOWMENT | $50,000 | |
| INQUILINOS BORICUAS EN ACCION | |||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | NC | COMMUNITY LEARNING COLLABORATIVE | $16,300 | |
| LATINOS FOR EDUCATION | |||||||
| PO BOX 27 | BELMONT | MA | 02478 | NC | COMMUNITY LEARNING COLLABORATIVE | $16,300 | |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NC | COURAGEOUS KIDS PROGRAM | $65,320 | |
| BOYS AND GIRLS CLUBS OF BOSTON | |||||||
| 50 CONGRESS STREET SUITE 730 | BOSTON | MA | 02109 | NC | COVID-19 EMERGENCY RELIEF FUNDING | $50,000 | |
| FIDELITY CHARITABLE | |||||||
| 200 SEAPORT BLVD NCW4B | BOSTON | MA | 02110 | NC | DISCRETIONARY GRANTS | $100,000 | |
| HOLY NAME SCHOOL | |||||||
| 535 W ROXBURY PKWY | WEST ROXBURY | MA | 02132 | NC | EARLY CHILDHOOD PROGRAM | $5,588 | |
| LAWRENCE CATHOLIC ACADEMY | |||||||
| 101 PARKER ST | LAWRENCE | MA | 01843 | NC | EARLY CHILDHOOD PROGRAM | $23,295 | |
| MISSION GRAMMAR SCHOOL | |||||||
| 94 ALPHONSUS STREET | BOSTON | MA | 02120 | NC | EARLY CHILDHOOD PROGRAM | $10,900 | |
| SACRED HEART SCHOOL LYNN | |||||||
| 571 BOSTON ST | LYNN | MA | 01905 | NC | EARLY CHILDHOOD PROGRAM | $35,017 | |
| SAINT JOHN PAUL II CATHOLIC ACADEMY | |||||||
| 790 COLUMBIA ROAD | DORCHESTER | MA | 02125 | NC | EARLY CHILDHOOD PROGRAM | $69,179 | |
| SAINT THERESA OF THE CHILD JESUS CATHOLIC SCHOOL | |||||||
| 192 SUMMER STREET | SOMERVILLE | MA | 02143 | NC | EARLY CHILDHOOD PROGRAM | $89,134 | |
| SOUTH BOSTON CATHOLIC | |||||||
| 866 EAST BROADWAY | BOSTON | MA | 02127 | NC | EARLY CHILDHOOD PROGRAM | $11,336 | |
| ST AGNES SCHOOL | |||||||
| 39 MEDFORD ST | ARLINGTON | MA | 02474 | NC | EARLY CHILDHOOD PROGRAM | $60,999 | |
| ST JOHN THE BAPTIST SCHOOL | |||||||
| 19 CHESTNUT ST | PEABODY | MA | 01960 | NC | EARLY CHILDHOOD PROGRAM | $201,573 | |
| ST MARY OF THE HILLS | |||||||
| 250 BROOK RD | MILTON | MA | 02186 | NC | EARLY CHILDHOOD PROGRAM | $65,754 | |
| ST PIUS V SCHOOL | |||||||
| 28 BOWLER ST | LYNN | MA | 01904 | NC | EARLY CHILDHOOD PROGRAM | $6,588 | |
| ST THERESA OF AVILA SCHOOL | |||||||
| 40 ST THERESA AVE | WEST ROXBURY | MA | 02132 | NC | EARLY CHILDHOOD PROGRAM | $1,500 | |
| TRINIY CATHOLIC ACADEMY | |||||||
| 11 PINE STREET | SOUTHBRIDGE | MA | 01550 | NC | EARLY CHILDHOOD PROGRAM | $121,438 | |
| EAST BOSTON CENTRAL CATHOLIC | |||||||
| 69 LONDON ST | EAST BOSTON | MA | 02128 | NC | EARLY CHILDHOOD PROGRAM AND ENROLLMENT AND MARKETING SUPPORT | $11,309 | |
| ST AGATHA SCHOOL | |||||||
| 440 ADAMS STREET | MILTON | MA | 02186 | NC | EARLY CHILDHOOD PROGRAM AND ENROLLMENT AND MARKETING SUPPORT | $39,900 | |
| SACRED HEART ROSLINDALE | |||||||
| 1035 CANTERBURY STREET | ROSLINDALE | MA | 02131 | NC | EARLY CHILDHOOD PROGRAM, CURRICULUM DEVELOPMENT, AND ENROLLMENT AND MARKETING SUPPORT | $51,292 | |
| ST JOHN SCHOOL BOSTON | |||||||
| 9 MOON STREET | BOSTON | MA | 02113 | NC | EARLY CHILDHOOD PROGRAM, CURRICULUM DEVELOPMENT, AND ENROLLMENT AND MARKETING SUPPORT | $61,039 | |
| EMPOWER SCHOOLS | |||||||
| 50 MILK STREET | BOSTON | MA | 02111 | NC | EARLY COLLEGE ALLIANCE | $100,000 | |
| MUSEUM OF SCIENCE | |||||||
| SCIENCE PARK | BOSTON | MA | 02115 | NC | EIE PROGRAM SUPPORT FOR BOSTON CATHOLIC SCHOOLS | $58,243 | |
| CATHOLIC SCHOOLS FOUNDATION | |||||||
| 67 BATTERYMARCH STREET 6TH FLOOR | BOSTON | MA | 02110 | NC | ENDOWMENT SUPPORT | $1,676,601 | |
| FRIENDS OF THE PUBLIC GARDEN | |||||||
| 69 BEACON STREET | BOSTON | MA | 02108 | NC | ENDOWMENT SUPPORT | $25,000 | |
| RENEW INTERNATIONAL | |||||||
| 1232 GEORGE STREET | PLAINFIELD | NJ | 07062 | NC | ENDOWMENT SUPPORT AND PROGRAM EXPANSION | $200,000 | |
| ARCHBISHOP WILLIAMS HIGH SCHOOL | |||||||
| 80 INDEPENDENCE AVE BRAINTREE MA | BRAINTREE | MA | 02184 | NC | ENROLLMENT AND MARKETING SUPPORT | $7,810 | 02184 |
| ARLINGTON CATHOLIC HIGH SCHOOL | |||||||
| 16 MEDFORD ST ARLINGTON MA 02474 | ARLINGTON | MA | 02474 | NC | ENROLLMENT AND MARKETING SUPPORT | $7,810 | |
| CATHEDRAL HIGH SCHOOL | |||||||
| 74 UNION PARK ST BOSTON MA 02118 | BOSTON | MA | 02118 | NC | ENROLLMENT AND MARKETING SUPPORT | $7,810 | |
| CATHOLIC MEMORIAL | |||||||
| 235 BAKER ST WEST ROXBURY MA 02132 | WEST ROXBURY | MA | 02132 | NC | ENROLLMENT AND MARKETING SUPPORT | $7,810 | |
| FONTBONNE THE EARLY COLLEGE OF BOSTON | |||||||
| 930 BROOK RD MILTON MA 02186 | MILTON | MA | 02186 | NC | ENROLLMENT AND MARKETING SUPPORT | $44,150 | |
| NOTRE DAME ACADEMY | |||||||
| 1073 MAIN ST HINGHAM MA 02043 | HINGHAM | MA | 02043 | NC | ENROLLMENT AND MARKETING SUPPORT | $8,810 | |
| SAINT JOSEPH PREP BOSTON | |||||||
| 617 CAMBRIDGE ST BOSTON MA 02134 | BOSTON | MA | 02134 | NC | ENROLLMENT AND MARKETING SUPPORT | $7,810 | |
| ST COLUMBKILLE PARTNERSHIP SCHOOL | |||||||
| 25 ARLINGTON ST BRIGHTON MA 02135 | BRIGHTON | MA | 02135 | NC | ENROLLMENT AND MARKETING SUPPORT | $7,810 | |
| ST MARY OF THE ASSUMPTION SCHOOL | |||||||
| 67 HARVARD ST BROOKLINE MA 02445 | BROOKLINE | MA | 02445 | NC | ENROLLMENT AND MARKETING SUPPORT | $7,809 | |
| URSULINE ACADEMY | |||||||
| 85 LOWDER ST DEDHAM MA 02026 | DEDHAM | MA | 02026 | NC | ENROLLMENT AND MARKETING SUPPORT | $7,809 | |
| BOSTON PUBLIC SCHOOLS | |||||||
| 2300 WASHINGTON ST ROXBURY MA 02119 | ROXBURY | MA | 02119 | NC | EVALUATION FOR RECOVERY PLANNING | $20,000 | |
| AMERICAN FEDERATION FOR CHILDREN | |||||||
| 1020 19TH ST NW SUITE 675 | WASHINGTON | DC | 20036 | NC | GENERAL OPERATING SUPPORT | $150,000 | |
| AMERICAN IRELAND FUND | |||||||
| 10 POST OFFICE SQUARE SUITE 1205 | BOSTON | MA | 02109 | NC | GENERAL OPERATING SUPPORT | $25,000 | |
| BOSTON PUBLIC LIBRARY FUND | |||||||
| 700 BOYLSTON ST | BOSTON | MA | 02116 | NC | GENERAL OPERATING SUPPORT | $25,000 | |
| BOSTON SCHOOLS FUND | |||||||
| 31 HEATH STREET | BOSTON | MA | 02130 | NC | GENERAL OPERATING SUPPORT | $100,000 | |
| CABOT PERFORMING ARTS CENTER | |||||||
| 286 CABOT STREET | BEVERLY | MA | 01915 | NC | GENERAL OPERATING SUPPORT | $12,500 | |
| CAMP HARBOR VIEW | |||||||
| 200 CLARENDON STREET | BOSTON | MA | 02116 | NC | GENERAL OPERATING SUPPORT | $100,000 | |
| CATHOLIC CHARITIES | |||||||
| 75 KNEELAND ST 8TH FLOOR | BOSTON | MA | 02111 | NC | GENERAL OPERATING SUPPORT | $150,000 | |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 W LEXINGTON STREET | BALTIMORE | MD | 21201 | NC | GENERAL OPERATING SUPPORT | $60,000 | |
| CHARLES RIVER CONSERVANCY | |||||||
| 43 THORNDIKE ST | CAMBRIDGE | MA | 02141 | NC | GENERAL OPERATING SUPPORT | $10,000 | |
| CITY YEAR BOSTON | |||||||
| 287 COLUMBUS AVENUE | BOSTON | MA | 02116 | NC | GENERAL OPERATING SUPPORT | $25,000 | |
| COLLEGE BOUND DORCHESTER | |||||||
| 222 BOWDOIN STREET | BOSTON | MA | 02122 | NC | GENERAL OPERATING SUPPORT | $125,000 | |
| COMMUNITY MUSIC CENTER OF BOSTON | |||||||
| 34 WARREN AVENUE | BOSTON | MA | 02116 | NC | GENERAL OPERATING SUPPORT | $50,000 | |
| EDNAVIGATOR | |||||||
| 646 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | NC | GENERAL OPERATING SUPPORT | $50,000 | |
| FACING HISTORY & OURSELVES | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NC | GENERAL OPERATING SUPPORT | $5,000 | |
| FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS | |||||||
| 603 PARK POINT DRIVE | GOLDEN | CO | 80401 | NC | GENERAL OPERATING SUPPORT | $50,000 | |
| FOUND IN TRANSLATION | |||||||
| 1532B DORCHESTER AVENUE | BOSTON | MA | 02122 | NC | GENERAL OPERATING SUPPORT | $82,500 | |
| FRIENDS OF CARITAS CUBANA | |||||||
| 81 WASHINGTON AVENUE | CAMBRIDGE | MA | 02140 | NC | GENERAL OPERATING SUPPORT | $45,000 | |
| GREGORIAN UNIVERSITY FOUNDATION | |||||||
| 3220 N STREET NW 201 | WASHINGTON | DC | 20007 | NC | GENERAL OPERATING SUPPORT | $15,000 | |
| HISTORIC NEW ENGLAND | |||||||
| 141 CAMBRIDGE ST | BOSTON | MA | 02114 | NC | GENERAL OPERATING SUPPORT | $10,000 | |
| INNERCITY WEIGHTLIFTING | |||||||
| PO BOX 171313 | BOSTON | MA | 02117 | NC | GENERAL OPERATING SUPPORT | $100,000 | |
| JFK LIBRARY FOUNDATION | |||||||
| COLUMBUT POINT | BOSTON | MA | 02125 | NC | GENERAL OPERATING SUPPORT | $15,000 | |
| LATINOS FOR EDUCATION | |||||||
| PO BOX 27 | BELMONT | MA | 02478 | NC | GENERAL OPERATING SUPPORT | $5,000 | |
| LYNCH LEADERSHIP ACADEMY | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NC | GENERAL OPERATING SUPPORT | $975,860 | |
| MARBLEHEAD ARTS ASSOCIATION | |||||||
| 8 HOOPER STREET | MARBLEHEAD | MA | 01945 | NC | GENERAL OPERATING SUPPORT | $50,000 | |
| MENTOR NATIONAL MENTORING PARTNERSHIP | |||||||
| 201 SOUTH STREET 6TH FLOOR | BOSTON | MA | 02111 | NC | GENERAL OPERATING SUPPORT | $25,000 | |
| MY BROTHER'S KEEPER | |||||||
| PO BOX 338 | EASTON | MA | 02356 | NC | GENERAL OPERATING SUPPORT | $25,000 | |
| PAN MASSACHUSETTS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NC | GENERAL OPERATING SUPPORT | $1,000 | |
| PARTNERS IN HEALTH | |||||||
| 888 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02115 | NC | GENERAL OPERATING SUPPORT | $25,000 | |
| PEABODY ESSEX MUSEUM | |||||||
| 161 ESSEX STREET | SALEM | MA | 01970 | NC | GENERAL OPERATING SUPPORT | $25,000 | |
| PHILANTHROPY MA | |||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | NC | GENERAL OPERATING SUPPORT | $750 | |
| PHOENIX MULTISPORT | |||||||
| 54 NEWMARKET SQUARE | BOSTON | MA | 02118 | NC | GENERAL OPERATING SUPPORT | $50,000 | |
| SCOTT HAMILTON CARES FOUNDATION INC | |||||||
| PO BOX 680483 | FRANKLIN | TN | 37068 | NC | GENERAL OPERATING SUPPORT | $50,000 | |
| SOCIEDAD LATINA | |||||||
| 1530 TREMONT STREET | ROXBURY | MA | 02120 | NC | GENERAL OPERATING SUPPORT | $50,000 | |
| SUMMER SEARCH BOSTON | |||||||
| 500 ARMORY STREET | JAMAICA PLAIN | MA | 02130 | NC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE BASEBALL INC | |||||||
| 150 SHIRLEY ST | BOSTON | MA | 02119 | NC | GENERAL OPERATING SUPPORT | $66,300 | |
| THE BOSTON FOUNDATION | |||||||
| 75 ARLINGTON STREET 300 | BOSTON | MA | 02116 | NC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE LEADERSHIP ROUNDTABLE | |||||||
| 415 MICHIGAN AVE NE SUITE 275 | WASHINGTON | DC | 20017 | NC | GENERAL OPERATING SUPPORT | $75,000 | |
| THE PHILANTHROPY ROUNDTABLE | |||||||
| 1120 20TH STREET NW SUITE 550 | WASHINGTON | DC | 20036 | NC | GENERAL OPERATING SUPPORT | $550 | |
| THE UNUSUAL SUSPECTS | |||||||
| 3719 VERDUGO RD | LOS ANGELES | CA | 90065 | NC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE URBAN CATHOLIC TEACHER CORPS | |||||||
| 25 LAWRENCE AVENUE | CHESTNUT HILL | MA | 02467 | NC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE YW BOSTON | |||||||
| 40 BERKELEY ST | BOSTON | MA | 02116 | NC | GENERAL OPERATING SUPPORT | $100,000 | |
| YMCA METRO NORTH | |||||||
| 2 CENTENNIAL DRIVE 390B | PEABODY | MA | 01960 | NC | GENERAL OPERATING SUPPORT | $10,000 | |
| MEDIINES FOR HUMANITY | |||||||
| 800 HINGHAM STREET 200N | ROCKLAND | MA | 02370 | NC | HAITI RELIEF | $25,000 | |
| PARTNERS IN HEALTH | |||||||
| 888 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02115 | NC | HAITI RELIEF | $50,000 | |
| DREXEL FUND | |||||||
| 135 WWELLS STREET | MILWAUKEE | WI | 53203 | NC | LEADERSHIP TRAINING | $30,000 | |
| THE BRIDGESPAN GROUP | |||||||
| 2 COPLEY PLACE 7TH FLOOR | BOSTON | MA | 02116 | NC | LEADING FOR IMPACT BOSTON PROGRAM | $100,000 | |
| JUSTICE GEORGE LEWIS RUFFIN SOCIETY | |||||||
| 416 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NC | LONG ROAD TO JUSTICE | $55,000 | |
| CATHOLIC COMMUNITY FUND | |||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | NC | MARKETING AND WEBSITE | $150,000 | |
| YMCA OF GREATER BOSTON | |||||||
| 317 HUNTINGTON AVE | BOSTON | MA | 02115 | NC | METCO PARTNERSHIP AND COMMUNITY LEARNING COLLABORATIVE | $101,300 | |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NC | MOVE 4 HEATHER | $1,000 | |
| WGBH | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NC | NOVA PROGRAM SUPPORT | $25,000 | |
| TEACH FOR AMERICA MASSACHUSETTS | |||||||
| 60 CANAL STREET 3RD FLOOR | BOSTON | MA | 02114 | NC | PROGRAM EXPANSION | $100,000 | |
| THRIVE SCHOLARS | |||||||
| 75 FEDERAL STREET SUITE 1250 | BOSTON | MA | 02110 | NC | PROGRAM EXPANSION | $100,000 | |
| UNION CAPITAL BOSTON | |||||||
| 1544 COLUMBUS AVE | BOSTON | MA | 02119 | NC | PROGRAM EXPANSION | $25,000 | |
| RED SOX FOUNDATION | |||||||
| 4 YAWKEY WAY | BOSTON | MA | 02115 | NC | RED SOX SCHOLARS PROGRAM | $25,000 | |
| UNIVERSITY OF MICHIGAN SCHOOL OF EDUCATION | |||||||
| 610 EAST UNIVERSITY AVENUE | ANN ARBOR | MI | 48109 | NC | RESEARCH AND EVALUATION ON EARLY CHILDHOOD PROGRAM | $184,499 | |
| BOSTON CHILDREN'S HOSPITAL | |||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NC | RESEARCH CENTER | $180,000 | |
| ADOPT-A-STUDENT FOUNDATION | |||||||
| 82 DEVONSHIRE ST R7E | BOSTON | MA | 02109 | NC | SCHOLARSHIP SUPPORT | $10,000 | |
| BOSTON COLLEGE POPS ON THE HEIGHTS | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NC | SCHOLARSHIP SUPPORT | $75,000 | |
| BOSTON COLLEGE WALL ST COUNCIL | |||||||
| 141 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NC | SCHOLARSHIP SUPPORT | $25,000 | |
| CAMBRIDGE COLLEGE | |||||||
| 500 RUTHERFORD AVE | BOSTON | MA | 02129 | NC | SCHOLARSHIP SUPPORT | $125,461 | |
| FACE FOUNDATION TO ADVANCE CATHOLIC EDUCATION | |||||||
| 450 HIGHLAND AVENUE | FALL RIVER | MA | 02720 | NC | SCHOLARSHIP SUPPORT | $10,000 | |
| LASALLE ACEDEMY | |||||||
| 612 ACADEMY AVENUE | PROVIDENCE | RI | 02908 | NC | SCHOLARSHIP SUPPORT | $25,000 | |
| MILTON ACADEMY | |||||||
| 170 CENTRE STREET | MILTON | MA | 02186 | NC | SCHOLARSHIP SUPPORT | $10,000 | |
| HEALY EDUCATION FOUNDATION | |||||||
| 89 N HADDON AVENUE | HADDONFIELD | NJ | 08033 | NC | ST. JOHN SCHOOL | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,302,763 | 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 | $1,865,999 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,276,695 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,142,694 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,142,694 | 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 | $86,369 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $86,369 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $93,417,018 | EOYBookValueAmt |
| EOYFMV | $93,417,018 | 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 | $4,737,792 | $4,737,792 |
| EQUITY FUND INVESTMENT | FMV | $60,616,105 | $60,616,105 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $45,021 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $45,021 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,000,000 | EOYBookValueAmt |
| EOYFMV | $2,000,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP | $12,900 | $0 | $12,900 |
| OFFICE EXPENSES | $75,422 | $0 | $68,943 |
| EVENTS | $535 | $0 | $535 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $259,743 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED FEDERAL EXCISE TAX | $47,033 | $90,000 |
| DEFERRED FEDERAL EXCISE TAX | $387,309 | $409,730 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $1,032,002 | $1,032,002 | $0 |
| SOFTWARE | $20,128 | $0 | $20,128 |
| OTHER CONSULTANTS | $30,993 | $0 | $30,993 |
| INVESTMENT CONTRACT SERVICES | $12,954 | $12,954 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $55,051 | $5,885 | $49,166 |
| FEDERAL EXCISE TAX | $598,046 | $0 | $0 |
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