ADELARD A & VALEDA LEA ROY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ADELARD A & VALEDA LEA ROY FOUNDATION (EIN 04-6652923)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202541359349102554
- Schema version
- 2024v5.1
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T10:17:58-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041433295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046652923 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADELARD & VALEDA ROY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADEL | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES PO BOX 961209 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021961209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J PUZO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2025-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM M BURKE | PreparerPersonNm |
| PTIN | P01034041 | PTIN |
| Phone | 6172277940 | PhoneNum |
| Preparation | 2025-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,135,482 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $310 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $310 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $446,367 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $446,367 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $397,004 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $403,129 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $397,004 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $843,681 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $843,681 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $39,375 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,687 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $19,688 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $38,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $19,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $19,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,458 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,729 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,729 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,955 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,435 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $273 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $100 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $173 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $93,061 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,951 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,590 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $619,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $619,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $712,561 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,951 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $662,090 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $131,120 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $797,730 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $230,295 | CashBOYAmt |
| Cash EOY | $63,102 | CashEOYAmt |
| Cash EOYFMV | $63,102 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $195,987 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $196,130 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,246,481 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,240,356 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,030,549 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,889,337 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,997,788 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,845,701 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,366,113 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,497,233 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,135,482 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,476,891 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,476,891 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$110,778 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,342 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,366,113 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,497,233 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,366,113 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,497,233 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,366,113 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $131,120 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,497,233 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,497,233 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | ELI LILLY & CO | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 1993-08-19 | AcquiredDt |
| Sold | 2024-12-09 | SoldDt |
| Gross Sales Price | $403,129 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,125 | CostOrOtherBasisAmt |
| Gain Or Loss | $397,004 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $397,004 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $397,004 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,088 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,088 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,088 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,560 | 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 | $4,560 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6,528 | 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 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | HEMENWAY BARNES LLP | IndividualWithBooksNm |
| Phone | 6172277940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| REV DR NANCY S SMITH | ||||||||
| 2676 WAKEFIELD | WAKEFIELD | NH | 03872 | TRUSTEE | 2.50 | $18,750 | $0 | $0 |
| ELIZABETH M FISHER | ||||||||
| 1865 SHILOH RANCH DRIVE | COLORADO SPRINGS | CO | 80908 | TRUSTEE | 1.00 | $9,375 | $0 | $0 |
| MICHAEL J PUZO | ||||||||
| 75 STATE STREET 16TH FLOOR | BOSTON | MA | 021091466 | TRUSTEE | 2.50 | $11,250 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,279,254 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $334,560 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,613,814 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,613,814 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $234,207 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,379,607 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $768,980 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $768,980 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,088 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,088 | TotalTaxAmt |
| Distributable Before Adj | $757,892 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $757,892 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $757,892 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $662,090 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $662,090 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $757,892 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $614,098 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $662,090 | QualifyingDistributionsAmt |
| Applied To Year1 | $614,098 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,992 | 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 | $709,900 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | REV NANCY S SMITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1110 | AddressLine1Txt |
| City | SANBORNVILLE | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03872 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6172277940 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM; 501(C)(3) STATUS SHOULD BE DOCUMENTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPT 30 ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (125 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANEW PLACE INC | |||||||
| PO BOX 1481 | BURLINGTON | VT | 05402 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 10 CITY SQUARE FL 2 | CHARLESTOWN | MA | 02129 | NONE | PC | TEEN SUMMER EMPLOYMENT OPPORTUNITIES | $5,000 |
| AROUND HEAR INC | |||||||
| 8 EVERGREEN AVE | SOMERVILLE | MA | 02145 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| ARTS COUNCIL OF TAMWORTH | |||||||
| PO BOX 1 | TAMWORTH | NH | 03886 | NONE | PC | ARTIST IN RESIDENCY PROGRAM | $5,000 |
| ARTS FOR LEARNING MASSACHUSETTS INC | |||||||
| 89 SOUTH ST STE 603 | BOSTON | MA | 02111 | NONE | PC | EXPANDED ARTS ACCESS RESIDENCIES | $5,000 |
| ARTS IN REACH | |||||||
| PO BOX 236 | PORTSMOUTH | NH | 03802 | NONE | PC | CORE PROGRAMS | $5,000 |
| ASPIRE LIVING & LEARNING INC | |||||||
| 2096 AIRPORT RD | BARRE | VT | 05641 | NONE | PC | OPERATING SUPPORT | $5,000 |
| BALLET THEATRE OF BOSTON INC | |||||||
| 400 HARVARD ST | CAMBRIDGE | MA | 02138 | NONE | PC | ARTS EDUCATION PROGRAMMING | $5,000 |
| BEVERLY BOOTSTRAPS COMMUNITY SERVICES | |||||||
| 35 PARK ST | BEVERLY | MA | 01915 | NONE | PC | FOOD ASSISTANCE PROGRAM | $5,000 |
| BIGELOW LABORATORY FOR OCEAN SCIENCES | |||||||
| 60 BIGELOW DR | E BOOTHBAY | ME | 04544 | NONE | PC | 2025 BLOOM PROGRAMS | $5,000 |
| BLESSED STEPHEN BELLESINI OSA | |||||||
| 94 BRADFORD ST | LAWRENCE | MA | 01840 | NONE | PC | AFTER SCHOOL & EVENING STUDY PROGRAM | $7,500 |
| BOOTHBAY SEA AND SCIENCE CENTER | |||||||
| PO BOX 332 | E BOOTHBAY | ME | 04544 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| BOSTON AREA GLEANERS INC | |||||||
| 91 MARTIN ST | ACTON | MA | 01720 | NONE | PC | FOOD ACCESS PROGRAM | $5,000 |
| BOSTON ARTS ACADEMY FOUNDATION INC | |||||||
| 126 BROOKLINE AVE 3RD FL | BOSTON | MA | 02215 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER INC | |||||||
| 38 ASH ST | BOSTON | MA | 02111 | NONE | PC | YOUTH CENTER SUPPORT | $5,000 |
| BOSTON NEIGHBORHOOD SUPPORT INC | |||||||
| 89 SOUTH ST STE LL02 | BOSTON | MA | 02111 | NONE | PC | D/B/A HOWARD BENEVOLENT SOCIETY - EVICTION & UTILITY SHUTOFF PREVENTION PROGAMS | $5,000 |
| BOSTON YOUTH SYMPHONY ORCHESTRA INC | |||||||
| 855 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PC | INTENSIVE COMMUNITY PROGRAM | $5,000 |
| BREAKTIME UNITED INC | |||||||
| 170 PORTLAND ST | BOSTON | MA | 02114 | NONE | PC | WORKFORCE READINESS & FINANCIAL EMPOWERMENT PROGRAMS | $5,000 |
| CATCHING THE DREAM | |||||||
| 8200 MOUNTAIN RD NE STE 103 | ALBUQUERQUE | NM | 87110 | NONE | PC | MESBEC PROGRAM | $10,000 |
| CATIE'S CLOSET INC | |||||||
| 28 LOON HILL RD | DRACUT | MA | 01826 | NONE | PC | BOSTON PUBLIC SCHOOLS PROGRAM | $2,500 |
| CHAMELEON ARTS ENSEMBLE OF BOSTON INC | |||||||
| 6 ROCKY NOOK TER | BOSTON | MA | 02130 | NONE | PC | 2024-25 SEASON PROGRAMS | $2,500 |
| CHOCORUA LAKE CONSERVANCY | |||||||
| PO BOX 105 | CHOCORUA | NH | 03817 | NONE | PC | COCORUA LAKE SYSTEM RESTORATION | $5,000 |
| CHOCORUA LAKE CONSERVANCY | |||||||
| PO BOX 105 | CHOCORUA | NH | 03817 | NONE | PC | OSSIPEE WATERSHED LEAGUE FOR DRINKING WATER PROTECTIONS | $7,500 |
| COMUNIDADES ENRAIZADAS COMMUNITY | |||||||
| 90 EVERETT AVE STE 10 | CHELSEA | MA | 02150 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| CONCORD COMMUNITY CHURCH | |||||||
| PO BOX 292 | CONCORD | VT | 05824 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| COOLEY DICKINSON VNA & HOSPICE | |||||||
| PO BOX 329 | NORTHAMPTON | MA | 01061 | NONE | PC | FALL PREVENTION & HOME SAFETY PROGRAMS | $6,000 |
| CRISTO REY BOSTON HIGH SCHOOL INC | |||||||
| 100 SAVIN HILL AVE | BOSTON | MA | 02125 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| DIGNITY MATTERS INC | |||||||
| PO BOX 1262 | WESTBOROUGH | MA | 01581 | NONE | PC | DIGNITY IN GREATER BOSTON | $2,500 |
| DISCOVERY MUSEUMS INC | |||||||
| 177 MAIN ST | ACTON | MA | 01720 | NONE | PC | OPEN DOOR CONNECTIONS | $5,000 |
| DISMAS OF VERMONT INC | |||||||
| PO BOX 156 | HYDE PARK | VT | 05655 | NONE | PC | WOMENS DISMAS HOUSE | $4,000 |
| ELEANORE'S PROJECT | |||||||
| 4231 20TH AVE S | MINNEAPOLIS | MN | 55407 | NONE | PC | WHEELCHAIR PROGRAM & DOCUMENTARY | $7,000 |
| ELIZABETH PEABODY HOUSE ASSOCIATION | |||||||
| 275 BROADWAY | SOMERVILLE | MA | 02145 | NONE | PC | FOOD ACCESS PROGRAM | $5,000 |
| ENROOT INC | |||||||
| 99 BISHOP ALLEN DR | CAMBRIDGE | MA | 02139 | NONE | PC | ORGANIZATION PROGRAMS | $5,000 |
| ESSEX ART CENTER INC | |||||||
| 56 ISLAND ST 1 | LAWRENCE | MA | 01840 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FAMILY HEALTH PROJECT INC | |||||||
| PO BOX 123 | MANCHESTER | MA | 01944 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FAMILYAID BOSTON INC | |||||||
| 3815 WASHINGTON ST | BOSTON | MA | 02130 | NONE | PC | BPS HOMELESSNESS PREVENTION PROGRAM | $5,000 |
| FIRST UNITED BAPTIST CHURCH | |||||||
| 99 CHURCH ST | LOWELL | MA | 01852 | NONE | PC | OPERATING SUPPORT | $5,000 |
| FIVE RIVERS CONSERVATION TRUST | |||||||
| 10 FERRY ST STE 311A | CONCORD | NH | 03301 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FLORIDA SCHOOL OF HOLISTIC LIVING INC CO SAGE MOUNTAIN BOTANICAL SANCTUARY | |||||||
| PO BOX 420 | E BARRE | VT | 05649 | NONE | PC | AFTERSCHOOL IN NATURE & SUMMER CAMP | $5,000 |
| FOOD FOR FREE COMMITTEE INC | |||||||
| 59 INNER BELT RD | SOMERVILLE | MA | 02143 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FOOD LINK INC | |||||||
| 108 SUMMER ST | ARLINGTON | MA | 02474 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FOUNDATION TO ADVANCE CATHOLIC | |||||||
| 450 HIGHLAND AVE | FALL RIVER | MA | 02720 | NONE | PC | SCHOLARSHIP PROGRAM | $5,000 |
| FRIENDS OF HOLLY HILL FARM INC | |||||||
| 236 JERUSALEM RD | COHASSET | MA | 02025 | NONE | PC | CONVERVATION STEWARDSHIP PROGRAM | $2,500 |
| FRIENDSHIPWORKS INC | |||||||
| 105 CHAUNCY ST | BOSTON | MA | 02111 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| GOOD SHEPHERD PARISH | |||||||
| 151 EMERY ST | BERLIN | NH | 03570 | NONE | PC | CHURCH RESTORATION CAMPAIGN | $5,000 |
| GREEN MOUNTAIN CLUB INC | |||||||
| 4711 WATERBURY STOWE RD | WATERBURY CTR | VT | 05677 | NONE | PC | INCREASED HIKER EDUCATION PROGRAM | $5,000 |
| GREEN MOUNTAIN CONSERVATION GROUP | |||||||
| 236 HUNTRESS BRIDGE RD | EFFINGHAM | NH | 03882 | NONE | PC | ONE AQUIFER WATERSHED EDUCATION INITIATIVE PHASE III | $3,500 |
| HABITAT FOR HUMANITY INT'L INC DBA HABITAT FOR HUMANITY OF GR LOWELL | |||||||
| 68 TADMUCK RD UNIT 1 | WESTFORD | MA | 01886 | NONE | PC | PROGRAM SUPPORT | $6,000 |
| HALEY HOUSE INC | |||||||
| 23 DARTMOUTH ST | BOSTON | MA | 02116 | NONE | PC | FOOD & MEALS PROGRAM | $5,000 |
| HARBOR HOMES INC | |||||||
| 77 NORTHEASTERN BLVD | NASHUA | NH | 03062 | NONE | PC | SUPPORT FOR CYNTHIA DAY FAMILY CENTER | $2,500 |
| HAVEN PROJECT INC | |||||||
| 57 MUNROE ST | LYNN | MA | 01901 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| HEALTHY WALTHAM | |||||||
| 510 MOODY ST | WALTHAM | MA | 02453 | NONE | PC | HEALTHY WALTHAM FOOD PANTRY PROGRAM | $5,000 |
| HEARTH INC | |||||||
| 1640 WASHINGTON ST | BOSTON | MA | 02118 | NONE | PC | PREVENTION PROGRAMS SUPPORT | $5,000 |
| HEARTOFAGIANT FOUNDATION INC | |||||||
| 15 UNION AVE | MILTON | MA | 02186 | NONE | PC | COMMUNITY BLOOD PRESSURE SCREENING & EDUCATION | $1,500 |
| HOME FOR AGED WOMEN INC DBA GODDARD HOUSE | |||||||
| 165 CHESTNUT ST | BROOKLINE | MA | 02445 | NONE | PC | COMMUNITY INITIATIVES | $2,500 |
| HOME HEALTH & HOSPICE CARE | |||||||
| 7 EXECUTIVE PARK DR | MERRIMACK | NH | 03054 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 |
| HORIZONS FOR HOMELESS CHILDREN INC | |||||||
| 1785 COLUMBUS AVE | ROXBURY | MA | 02119 | NONE | PC | NUTRITION FOR CHILDREN PROGRAM | $5,000 |
| ICNA RELIEF USA PROGRAMS INC | |||||||
| 1844 FOREST AVE | PORTLAND | ME | 04101 | NONE | PC | NE CHAPTER - MAINE PROGRAM EXPANSION | $2,500 |
| INQUILINOS BORICUAS EN ACCION INC | |||||||
| 2 SAN JUAN ST | BOSTON | MA | 02118 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| INTERNATIONAL INSTITUTE OF NEW ENGLAND | |||||||
| 2 BOYLSTON ST 3RD FL | BOSTON | MA | 02116 | NONE | PC | W.I.N. PROGRAM | $5,000 |
| JOHN W GRAHAM EMERGENCY SHELTER | |||||||
| 66 MAIN ST | VERGENNES | VT | 05491 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| LAKE CHAMPLAIN CHAMBER MUSIC FESTIVAL | |||||||
| 20 WINOOSKI FALLS WAY STE 7 | WINOOSKI | VT | 05404 | NONE | PC | ONE STRINGS PROGRAM | $4,500 |
| MAB COMMUNITY SERVICES INC | |||||||
| 29 DENBY RD | ALLSTON | MA | 02134 | NONE | PC | VOLUNTEER PROGRAM SUPPORT | $2,500 |
| MABEL CENTER FOR IMMIGRANT JUSTICE | |||||||
| 200 PORTLAND ST 5TH FL | BOSTON | MA | 02114 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MAINE APPALACHIAN TRAIL CLUB INC | |||||||
| PO BOX 7564 | PORTLAND | ME | 04112 | NONE | PC | CLUB EDUCATION PROGRAMS | $5,000 |
| MANOMET INC | |||||||
| PO BOX 1770 | MANOMET | MA | 02345 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MASSACHUSETTS AUDUBON SOCIETY | |||||||
| 208 SOUTH GREAT RD | LINCOLN | MA | 01773 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MASSACHUSETTS COALITION FOR THE HOMELESS INC | |||||||
| 73 BUFFUM ST | LYNN | MA | 01902 | NONE | PC | CASA PROJECT - BIRTH TO BIG KID INITIATIVE | $3,000 |
| MERRIMACK VALLEY FOOD BANK INC | |||||||
| 1703 MIDDLESEX ST | LOWELL | MA | 01851 | NONE | PC | FOOD DISTRIBUTION | $5,000 |
| MILTON ACADEMY | |||||||
| 151 MOUNTAIN SCHOOL RD | VERSHIRE | VT | 05079 | NONE | PC | VERSHIRE VERMONT LOCAL HISTORY | $2,500 |
| MISSION OF DEEDS INC | |||||||
| 6 CHAPIN AVE | READING | MA | 01867 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MOOSE MOUNTAINS REGIONAL GREENWAYS | |||||||
| PO BOX 191 | UNION | NH | 03887 | NONE | PC | HRABA FOREST PROJECT | $2,500 |
| MOUNT GRACE LAND CONSERVATION TRUST INC | |||||||
| 1461 OLD KEENE RD | ATHOL | MA | 01331 | NONE | PC | NATIVE LANDS PARTNERSHIP | $5,000 |
| MY BROTHER'S KEEPER INC | |||||||
| PO BOX 338 | EASTON | MA | 02356 | NONE | PC | FLEET EXPANSION | $2,500 |
| MYSTIC RIVER WATERSHED ASSOCIATION INC | |||||||
| 23 MAPLE ST | ARLINGTON | MA | 02476 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| NASHUA RIVER WATERSHED ASSOCIATION INC | |||||||
| 592 MAIN ST | GROTON | MA | 01450 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| NATIONAL AUDUBON SOCIETY INC DBA AUDUBON VERMONT | |||||||
| 255 SHERMAN HOLLOW RD | HUNTINGTON | VT | 05462 | NONE | PC | YOUTH CONSERVATION LEADERSHIP PROGRAM | $7,500 |
| NATURAL RESOURCES COUNCIL INC | |||||||
| 3 WADE ST | AUGUSTA | ME | 04330 | NONE | PC | GENERAL OPERATING SUPPORT | $9,000 |
| NEW HAMPSHIRE CATHOLIC CHARITIES INC | |||||||
| 100 WILLIAM LOEB DR UNIT 3 | MANCHESTER | NH | 03109 | NONE | PC | CAREGIVERS PROGRAM | $5,000 |
| NEW HAMPSHIRE PROJECT LEARNING TREE | |||||||
| 54 PORTSMOUTH ST | CONCORD | NH | 03301 | NONE | PC | NH PROJECT LEARNING TREE-FY2025 EDUCATIONAL INITIATIVES | $7,500 |
| NORTH BENNET STREET SCHOOL | |||||||
| 150 NORTH ST | BOSTON | MA | 02109 | NONE | PC | GENERAL SCHOLARSHIPS | $6,000 |
| NORWELL VISITING NURSE ASSOCIATION INC | |||||||
| 120 LONGWATER DR | NORWELL | MA | 02061 | NONE | PC | PAT ROCHE HOSPICE HOME & MUSIC THERAPY PROGRAM | $5,000 |
| OLD NORTH FOUNDATION OF BOSTON INC DBA OLD NORTH ILLUMINATED | |||||||
| 193 SALEM ST | BOSTON | MA | 02113 | NONE | PC | CLASSROOM CURRICULA EXPANSION | $2,500 |
| ON THE RISE INC | |||||||
| 341 BROADWAY | CAMBRIDGE | MA | 02139 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 |
| OPEN TABLE INC | |||||||
| PO BOX 42 | CONCORD | MA | 01742 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| PATHWAYS VERMONT INC | |||||||
| 1 KENNEDY DR STE L2 | S BURLINGTON | VT | 05403 | NONE | PC | PATHWAYS VERMONT COMMUNITY CENTER - DAILY LUNCH | $5,000 |
| PISCATAQUOG LAND CONSERVANCY | |||||||
| 5A MILL ST | NEW BOSTON | NH | 03070 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| PRESERVATION TRUST OF VERMONT INC | |||||||
| 90 MAPLE ST | MONTPELIER | VT | 05602 | NONE | PC | CHURCHES & SACRED PLACES - PRESERVATION RETREAT & SITE VISITS | $5,000 |
| PROJECT HOME AGAIN | |||||||
| PO BOX 1236 | ANDOVER | MA | 01810 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| RAW ART WORKS INC | |||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| REACH BEYOND DOMESTIC VIOLENCE | |||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| REVIVE DISCIPLESHIP | |||||||
| 220 BEAR HILL RD STE 3 | WALTHAM | MA | 02451 | NONE | PC | EMPOWERHER HEALTH EDUCATION & EMPOWERMENT FOR REFUGEE & ASYLEE WOMEN | $2,500 |
| RIA INC | |||||||
| 330 COCHITUATE RD 1784 | FRAMINGHAM | MA | 01701 | NONE | PC | SHEFUND | $2,500 |
| ROGERSON COMMUNITIES | |||||||
| 1 FLORENCE ST | ROSLINDALE | MA | 02131 | NONE | PC | MUSIC THERAPY PROGRAM | $4,500 |
| ROSIE'S PLACE INC | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NONE | PC | FOOD PROGRAM SUPPORT | $5,000 |
| SAINT FRANCIS HOUSE INC | |||||||
| 7 BOYLSTON SQ | BOSTON | MA | 02116 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SCHOOL ON WHEELS OF MASSACHUSETTS INC | |||||||
| 100 LAUREL ST STE 121 | E BRIDGEWATER | MA | 02333 | NONE | PC | PATHWAYS TO SUCCESS | $5,000 |
| SECOND STEP INC | |||||||
| PO BOX 600213 | NEWTONVILLE | MA | 02460 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| SHARE OUTREACH INC | |||||||
| 1 COLUMBUS AVE | MILFORD | NH | 03055 | NONE | PC | FOOD PROGRAMS | $5,000 |
| SHELTER MUSIC BOSTON INC | |||||||
| 1337 MASSACHUSETTS AVE 116 | ARLINGTON | MA | 02476 | NONE | PC | CHILDRENS PROGRAMS | $5,000 |
| SLATE VALLEY CARES INC | |||||||
| 49 MAIN ST STE 1 | FAIR HAVEN | VT | 05743 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SOCIEDAD LATINA INC | |||||||
| 1530 TREMONT ST | ROXBURY | MA | 02120 | NONE | PC | YOUTH ARTISTS MASTERY PROGRAM | $2,500 |
| SOCIETY FOR THE PROTECTION OF NEW HAMPSHIRE FORESTS | |||||||
| 54 PORTSMOUTH ST | CONCORD | NH | 03301 | NONE | PC | MORRILL DAIRY FARM CONSERVATION EASEMENT | $10,000 |
| SOUTH SHORE COMMUNITY ACTION COUNCIL | |||||||
| 71 OBERY ST | PLYMOUTH | MA | 02360 | NONE | PC | FOOD RESOURCES PROGRAM | $5,000 |
| SOUTHEAST LAND TRUST OF NEW HAMPSHIRE | |||||||
| 247 NORTH RIVER RD | EPPING | NH | 03042 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SOUTHERN NE CONFERENCE OF THE UNITED CHURCH OF CHRIST | |||||||
| 1 BADGER RD | FRAMINGHAM | MA | 01702 | NONE | PC | PILGRIM DAY CAMP NATURE EXPLORERS | $2,500 |
| SPOONFULS INC | |||||||
| 189 WELLS AVE STE 100 | NEWTON | MA | 02459 | NONE | PC | FOOD RECOVERY & HUNGER RELIEF IN MA | $5,000 |
| ST MARYS CENTER FOR WOMEN AND CHILDREN | |||||||
| 90 CUSHING AVE | DORCHESTER | MA | 02125 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| STUDENT CLINIC FOR IMMIGRANT JUSTICE INC | |||||||
| 217 HANOVER ST 320 | BOSTON | MA | 02113 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| TEDFORD HOUSING | |||||||
| PO BOX 958 | BRUNSWICK | ME | 04011 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| THE OPEN DOOR CAPE ANN FOOD PANTRY INC DBA THE OPEN DOOR | |||||||
| 28 EMERSON AVE | GLOUCESTER | MA | 01930 | NONE | PC | FOOD PROGRAM | $5,000 |
| THE SALEM PANTRY INC | |||||||
| PO BOX 295 | SALEM | MA | 01970 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| TRINITY BOSTON CONNECTS | |||||||
| 206 CLARENDON ST | BOSTON | MA | 02116 | NONE | PC | EDUCATION PROGRAMS | $5,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 3 SHIPMAN PL | MONTPELIER | VT | 05602 | NONE | PC | NORTHERN NE CHAPTER CONSERVATION PROGRAMS | $9,000 |
| TRUSTEES OF ELIOT SCHOOL | |||||||
| 24 ELIOT ST | BOSTON | MA | 02130 | NONE | PC | TEEN BRIDGE | $5,000 |
| UPPER VALLEY HAVEN INC | |||||||
| 713 HARTFORD AVE | WHITE RIVER JUNCTION | VT | 05001 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| UPPER VALLEY TRAILS ALLIANCE INC | |||||||
| PO BOX 1215 | NORWICH | VT | 05055 | NONE | PC | UPPER VALLEY HS TRAIL CORPS & TRAIL STEWARDS | $4,000 |
| URBAN FARMING INSTITUTE OF BOSTON INC | |||||||
| 487 NORFOLK ST | MATTAPAN | MA | 02126 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| URBAN FOOD INITIATIVE INC DBA DAILY TABLE | |||||||
| 420 WASHINGTON ST | DORCHESTER | MA | 02124 | NONE | PC | FOOD ACCESS IN GREATER BOSTON | $5,000 |
| VERMONT FOODBANK | |||||||
| 33 PARKER RD | BARRE | VT | 05641 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| VERMONT LAND TRUST INC | |||||||
| 8 BAILEY AVE | MONTPELIER | VT | 05602 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| VERMONT NATURAL RESOURCES COUNCIL INC | |||||||
| 11 BALDWIN ST | MONTPELIER | VT | 05602 | NONE | PC | ASSISTANCE FOR FORESTLAND OWNERS | $7,500 |
| WOMEN'S LUNCH PLACE INC | |||||||
| PO BOX 170900 | BOSTON | MA | 02117 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| Y2Y NETWORK | |||||||
| 955 MASSACHUSETTS AVE 424 | CAMBRIDGE | MA | 02136 | NONE | PC | Y2Y HARVARD SQUARE SHELTER | $2,500 |
| ZUMIX INC | |||||||
| 260 SUMMER ST | E BOSTON | MA | 02128 | NONE | PC | HANDS ON CREATIVE YOUTH DEVELOPMENT PROGRAM | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $619,500 | 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 | $310 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $446,367 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $397,004 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $843,681 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $843,681 | 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 | HEMENWAY & BARNES | CategoryTxt |
| Amt | $7,458 | Amt |
| Net Investment Income | $3,729 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,729 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3,000 SHRS ABBOTT LABS | $65,059 | $339,330 |
| 3,000 SHRS ABBVIE INC COM | $70,550 | $533,100 |
| 13,000 SHRS AT&T INC | $146,337 | $296,010 |
| 7,000 SHRS BRISTOL MYERS SQUIBB CO | $91,935 | $395,920 |
| 3,500 SHRS CHEVRON CORP | $120,044 | $506,940 |
| 4,000 SHRS DUKE ENERGY CORP NEW | $138,017 | $430,960 |
| 3,070 SHRS ENBRIDGE INC CAD | $44,027 | $130,260 |
| 5,000 SHRS EXXON MOBIL CORP | $82,863 | $537,850 |
| 2,500 SHRS IDACORP INC | $72,363 | $273,200 |
| 2,000 SHRS INTEL CORP | $44,261 | $40,100 |
| 1,500 SHRS IBM | $60,609 | $329,745 |
| 4,000 SHRS JOHNSON & JOHNSON COM | $49,074 | $578,480 |
| 5,500 SHRS JPMORGAN CHASE & CO | $135,624 | $1,318,405 |
| 1,500 SHRS KIMBERLY CLARK CORP | $24,137 | $196,560 |
| 4,000 SHRS LILLY ELI & CO | $56,541 | $3,088,000 |
| 6,000 SHRS MERCK & CO INC NEW COM | $79,506 | $596,880 |
| 2,000 SHRS MICROSOFT CORP | $47,791 | $843,000 |
| 7,000 SHRS PFIZER INC | $44,169 | $185,710 |
| 3,200 SHRS PROCTER & GAMBLE CO | $36,935 | $536,480 |
| 6,000 SHRS ROYAL DUTCH SHELL PLC CL A | $147,270 | $375,900 |
| 1,500 SHARES STATE STREET CORP | $53,179 | $147,225 |
| 2,000 SHRS TRANSCANADA CORP | $59,628 | $93,060 |
| 5,000 SHRS UNILEVER PLC AMER SHS | $64,959 | $283,500 |
| 8,000 SHRS VERIZON COMMUNICATIONS INC | $206,060 | $319,920 |
| 1,000 SHRS WALGREENS BOOTS ALLIANCE INC | $43,505 | $9,330 |
| 2,000 SHRS WALT DISNEY CO | $20,393 | $222,700 |
| 1,000 SHRS ZIMMER BIOMET HOLDINGS INC | $24,672 | $105,630 |
| 760 SHRS CORTEVA INC | $13,237 | $43,290 |
| 760 SHRS DOW INC | $25,849 | $30,499 |
| 760 SHRS DUPONT DE NEMOURS INC | $37,933 | $57,950 |
| 1794 SHRS EVERGY INC | $73,437 | $110,421 |
| 868 SHRS VIATRIS INC | $2,424 | $10,807 |
| 300 SHRS KYNDRYL HOLDINGS INC | $2,646 | $10,380 |
| 600 SHRS ORGANON & CO | $3,980 | $8,952 |
| 100 SHRS ZIMVIE INC | $583 | $1,395 |
| 3,144 SHRS WARNER BROS DISCOVERY INC | $44,895 | $33,232 |
| 400 SHRS SOUTH BOW CORP | $5,864 | $9,428 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $195,987 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $196,130 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 90151.713 SHRS ALLSPRING ABSOLUTE RETURN FUND CLASS A | AT COST | $1,004,708 | $937,578 |
| 80364.851 SHRS UBS GLOBAL ALLOCATION FD CL A | AT COST | $993,080 | $908,123 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES | CategoryTxt |
| Legal Fees | $38,000 | LegalFeesAmt |
| Net Investment Income | $19,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROGRAM EXPENSES | $48 | $0 | $48 |
| MA PC FILING FEE | $125 | $0 | $125 |
| ADR FEES | $100 | $100 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,435 | $3,435 | $0 |
| FEDERAL ESTIMATED TAXES | $4,520 | $0 | $0 |
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