2022-06-29T10:53:51-05:00 2021-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990PF 2021-01-01 043017940 THE LYNCH FOUNDATION LYNC 6176391280 109 STATE ST 404 BOSTON MA 02109 KATHRYN EVERETT EXECUTIVE DIRECTOR 6176391280 2022-06-24 1 KATHRYN EVERETT 999009999 DAVID KELLEHER CPA P01059560 5083669100 2022-06-24 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 176006196 X X 1865999 1865999 40276695 161331682 40276695 42142694 42142694 527761 0 527761 324305 91092 233213 188220 7743 175915 45021 0 45021 86369 0 86369 1096077 1044956 51121 653097 5885 49166 70958 0 70958 29478 0 29478 88857 0 82378 3110143 1149676 1351380 9302763 9302763 12412906 1149676 10654143 29729788 40993018 11379767 15220261 15220261 21499 15020 15020 78604145 93417018 93417018 55941304 65353897 65353897 0 2000000 2000000 145946715 176006196 176006196 111313 115875 434342 499730 545655 615605 X 145401060 175390591 145401060 175390591 145946715 176006196 145401060 29729788 259743 175390591 0 175390591 PUBLICLY TRADED SECURITIES 161331682 121054987 40276695 40276695 40276695 569803 0 569803 0 569803 575043 0 0 0 575043 0 5240 5240 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 THELYNCHFOUNDATION.COM KATHRYN EVERETT EXECUTIVE DIRECTOR 6176391280 109 STATE ST STE 404 BOSTON MA 02109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PETER S LYNCH 109 STATE ST STE 404 BOSTON MA 02109 PRESIDENT AND CHAIRMAN 1.00 0 0 0 RICHARD SPILLANE 109 STATE ST STE 404 BOSTON MA 02109 TREASURER 1.00 0 0 0 ELIZABETH DE MONTRICHARD 109 STATE ST STE 404 BOSTON MA 02109 SECRETARY 1.00 0 0 0 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 527761 94349 0 VICTORIA PRUDDEN 109 STATE ST STE 404 BOSTON MA 02109 CHIEF OF STAFF 40.00 130491 47510 0 NINA MOE 109 STATE ST STE 404 BOSTON MA 02109 GRANTS, OPERATIONS, 40.00 80302 33927 0 0 NONE 0 THREE-YEAR UNSECURED INTEREST FREE LOAN TO A GRANTEE. 2500000 2500000 161697153 10257576 2015020 173969749 0 0 173969749 2609546 171360203 8568010 8568010 569803 569803 7998207 0 7998207 0 7998207 10654143 2500000 13154143 7998207 0 0 3351476 3341315 2920720 3227134 3224770 16065415 13154143 0 0 0 7998207 5155936 0 0 21221351 0 0 0 0 0 0 3351476 17869875 3341315 2920720 3227134 3224770 5155936 PETER S LYNCH KATHRYN M EVERETT 109 STATE ST STE 404 BOSTON MA 02109 6176391280 ALL REQUESTS ARE SUBMITTED ELECTRONICALLY THROUGH THE LYNCH FOUNDATION WEBSITE: WWW.THELYNCHFOUNDATION.COM. APPLICANTS SHOULD FILL OUT THE CONCEPT PAPER WHICH INCLUDES INFORMATION ABOUT THE ORGANIZATION, DESCRIPTION OF REQUEST AND OBJECTIVES OF THEIR REQUEST. THE CONCEPT PAPERS ARE REVIEWED ON A ROLLING PROCESS. ORGANIZATIONS MUST BE A 501(C)(3) ORGANIZATION THAT PERFORMS WORK PRIMARILY IN MASSACHUSETTS AND BE UNDER THE GIVING GUIDELINES OF EDUCATION; CULTURE AND HISTORIC PRESERVATION; HEALTH CARE AND WELLNESS; AND RELIGIOUS AND EDUCATIONAL EFFORTS OF THE ROMAN CATHOLIC CHURCH. HARVARD MEDICAL SCHOOL 401 PARK DRIVE SUITE 22W BOSTON MA 02215 NC BOARD OF FELLOWS 25000 I2 LEARNING FOUNDATION 610 WEST END AVE NEW YORK NY 10024 NC BOSTON & MASSACHUSETTS STEM WEEK 25000 BOSTON CELTICS SHAMROCK FOUNDATION 226 CAUSEWAY ST 4TH FLOOR BOSTON MA 02114 NC BOSTON CELTICS UNITED FOR SOCIAL JUSTICE INITIATIVE 100000 BOSTON PARKS AND RECREATION DEPARTMENTS 46 WALTHAM ST 2A BOSTON MA 02118 NC BOSTON COMMON TREE LIGHTING 10000 TRUSTEES OF RESERVATIONS 572 ESSEX STREET BEVERLY MA 01915 NC BOSTON ONE WATERFRONT INITIATIVE 200000 NONQUIT STREET LAND TRUST 21 NONQUIT STREET BOSTON MA 02125 NC CAPITAL CAMPAIGN 71000 NOTRE DAME CRISTO REY HIGH SCHOOL 203 LAWRENCE STREET METHUEN MA 01844 NC CAPITAL CAMPAIGN 250000 ORDER OF MALTA AMERICAN ASSOCIATION 1011 1ST AVENUE 1350 NEW YORK NY 10022 NC CAPITAL CAMPAIGN 100000 RON BURTON TRAINING VILLAGE 55 MORGAN ROAD HUBBARDSTON MA 01452 NC CAPITAL CAMPAIGN 125000 THE CENTER FOR EARLY EDUCATION 563 N ALFRED ST WEST HOLLYWOOD CA 90048 NC CAPITAL 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AND MARKETING SUPPORT 8810 SAINT JOSEPH PREP BOSTON 617 CAMBRIDGE ST BOSTON MA 02134 BOSTON MA 02134 NC ENROLLMENT AND MARKETING SUPPORT 7810 ST COLUMBKILLE PARTNERSHIP SCHOOL 25 ARLINGTON ST BRIGHTON MA 02135 BRIGHTON MA 02135 NC ENROLLMENT AND MARKETING SUPPORT 7810 ST MARY OF THE ASSUMPTION SCHOOL 67 HARVARD ST BROOKLINE MA 02445 BROOKLINE MA 02445 NC ENROLLMENT AND MARKETING SUPPORT 7809 URSULINE ACADEMY 85 LOWDER ST DEDHAM MA 02026 DEDHAM MA 02026 NC ENROLLMENT AND MARKETING SUPPORT 7809 BOSTON PUBLIC SCHOOLS 2300 WASHINGTON ST ROXBURY MA 02119 ROXBURY MA 02119 NC EVALUATION FOR RECOVERY PLANNING 20000 AMERICAN FEDERATION FOR CHILDREN 1020 19TH ST NW SUITE 675 WASHINGTON DC 20036 NC GENERAL OPERATING SUPPORT 150000 AMERICAN IRELAND FUND 10 POST OFFICE SQUARE SUITE 1205 BOSTON MA 02109 NC GENERAL OPERATING SUPPORT 25000 BOSTON PUBLIC LIBRARY FUND 700 BOYLSTON ST BOSTON MA 02116 NC GENERAL OPERATING SUPPORT 25000 BOSTON SCHOOLS FUND 31 HEATH STREET BOSTON MA 02130 NC GENERAL 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UNIVERSITY STUDENTS 603 PARK POINT DRIVE GOLDEN CO 80401 NC GENERAL OPERATING SUPPORT 50000 FOUND IN TRANSLATION 1532B DORCHESTER AVENUE BOSTON MA 02122 NC GENERAL OPERATING SUPPORT 82500 FRIENDS OF CARITAS CUBANA 81 WASHINGTON AVENUE CAMBRIDGE MA 02140 NC GENERAL OPERATING SUPPORT 45000 GREGORIAN UNIVERSITY FOUNDATION 3220 N STREET NW 201 WASHINGTON DC 20007 NC GENERAL OPERATING SUPPORT 15000 HISTORIC NEW ENGLAND 141 CAMBRIDGE ST BOSTON MA 02114 NC GENERAL OPERATING SUPPORT 10000 INNERCITY WEIGHTLIFTING PO BOX 171313 BOSTON MA 02117 NC GENERAL OPERATING SUPPORT 100000 JFK LIBRARY FOUNDATION COLUMBUT POINT BOSTON MA 02125 NC GENERAL OPERATING SUPPORT 15000 LATINOS FOR EDUCATION PO BOX 27 BELMONT MA 02478 NC GENERAL OPERATING SUPPORT 5000 LYNCH LEADERSHIP ACADEMY 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 NC GENERAL OPERATING SUPPORT 975860 MARBLEHEAD ARTS ASSOCIATION 8 HOOPER STREET MARBLEHEAD MA 01945 NC GENERAL OPERATING SUPPORT 50000 MENTOR NATIONAL MENTORING PARTNERSHIP 201 SOUTH STREET 6TH FLOOR BOSTON MA 02111 NC GENERAL OPERATING SUPPORT 25000 MY BROTHER'S KEEPER PO BOX 338 EASTON MA 02356 NC GENERAL OPERATING SUPPORT 25000 PAN MASSACHUSETTS CHALLENGE 77 4TH AVENUE NEEDHAM MA 02494 NC GENERAL OPERATING SUPPORT 1000 PARTNERS IN HEALTH 888 COMMONWEALTH AVENUE 3RD FLOOR BOSTON MA 02115 NC GENERAL OPERATING SUPPORT 25000 PEABODY ESSEX MUSEUM 161 ESSEX STREET SALEM MA 01970 NC GENERAL OPERATING SUPPORT 25000 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 50000 SCOTT HAMILTON CARES FOUNDATION INC PO BOX 680483 FRANKLIN TN 37068 NC GENERAL OPERATING SUPPORT 50000 SOCIEDAD LATINA 1530 TREMONT STREET ROXBURY MA 02120 NC GENERAL OPERATING SUPPORT 50000 SUMMER SEARCH BOSTON 500 ARMORY STREET JAMAICA PLAIN MA 02130 NC GENERAL OPERATING SUPPORT 25000 THE BASEBALL INC 150 SHIRLEY ST BOSTON MA 02119 NC GENERAL OPERATING SUPPORT 66300 THE 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ON EARLY CHILDHOOD PROGRAM 184499 BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVENUE BOSTON MA 02115 NC RESEARCH CENTER 180000 ADOPT-A-STUDENT FOUNDATION 82 DEVONSHIRE ST R7E BOSTON MA 02109 NC SCHOLARSHIP SUPPORT 10000 BOSTON COLLEGE POPS ON THE HEIGHTS 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 NC SCHOLARSHIP SUPPORT 75000 BOSTON COLLEGE WALL ST COUNCIL 141 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 NC SCHOLARSHIP SUPPORT 25000 CAMBRIDGE COLLEGE 500 RUTHERFORD AVE BOSTON MA 02129 NC SCHOLARSHIP SUPPORT 125461 FACE FOUNDATION TO ADVANCE CATHOLIC EDUCATION 450 HIGHLAND AVENUE FALL RIVER MA 02720 NC SCHOLARSHIP SUPPORT 10000 LASALLE ACEDEMY 612 ACADEMY AVENUE PROVIDENCE RI 02908 NC SCHOLARSHIP SUPPORT 25000 MILTON ACADEMY 170 CENTRE STREET MILTON MA 02186 NC SCHOLARSHIP SUPPORT 10000 HEALY EDUCATION FOUNDATION 89 N HADDON AVENUE HADDONFIELD NJ 08033 NC ST. JOHN SCHOOL 30000 9302763 0 N/A 14 1865999 18 40276695 0 42142694 0 42142694 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 86369 0 86369 PUBLICLY TRADED SECURITIES 93417018 93417018 PRIVATE EQUITY INVESTMENTS FMV 4737792 4737792 EQUITY FUND INVESTMENT FMV 60616105 60616105 LEGAL 45021 0 45021 PROGRAM RELATED INVESTMENT 0 2000000 2000000 MEMBERSHIP 12900 0 12900 OFFICE EXPENSES 75422 0 68943 EVENTS 535 0 535 UNREALIZED GAIN ON INVESTMENTS 259743 ACCRUED FEDERAL EXCISE TAX 47033 90000 DEFERRED FEDERAL EXCISE TAX 387309 409730 INVESTMENT MANAGEMENT FEES 1032002 1032002 0 SOFTWARE 20128 0 20128 OTHER CONSULTANTS 30993 0 30993 INVESTMENT CONTRACT SERVICES 12954 12954 0 PAYROLL TAXES 55051 5885 49166 FEDERAL EXCISE TAX 598046 0 0