2025-07-07T14:49:08-05:00 2025-04-30 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2024-05-01 043371560 John A McNeice Jr Charitable Foundation JOHN 6172484045 co Choate PO Box 961019 Boston MA 02196 Cameron Casey Trustee 6172484045 2025-06-09 1 0 Connor Smart P02285543 2078792100 2025-06-09 2024 2025-03-06 01:10:19Z X 73178981 X 246000 1775595 1775595 3249067 27377254 3249067 5270662 5024662 98098 0 98098 6625 3313 3312 484170 205170 279000 103688 41867 0 2499 111 2388 695080 250461 382798 4418950 4418950 5114030 250461 4801748 156632 4774201 2855378 5206412 5206412 3498267 5436769 5436769 57776931 53989763 53989763 7312888 8546037 8546037 71443464 73178981 73178981 0 0 X 71443464 73178981 0 0 0 0 71443464 73178981 71443464 73178981 71443464 156632 1578885 73178981 0 73178981 Publicly Traded Securities P 27099465 24128187 2971278 2971278 Capital Gains Dividends P 277789 277789 277789 3249067 66361 0 66361 0 66361 71200 0 0 0 71200 0 4839 4839 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 mcneicefoundation.org Choate Hall Stewart LLP 6172484045 Two International Place Boston MA 02110 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Cameron Casey c/o Choate LLP Two International Place Boston MA 02110 Trustee 1.00 0 0 0 John Shaughnessy Jr c/o Choate LLP Two International Place Boston MA 02110 Trustee 1.00 0 0 0 George Ashur c/o Choate LLP Two International Place Boston MA 02110 Trustee 1.00 0 0 0 Edward G Casey c/o Choate LLP Two International Place Boston MA 02110 Trustee 1.00 0 0 0 Margarete A Portanova c/o Choate LLP Two International Place Boston MA 02110 Trustee/Executive Director 10.00 61836 36262 0 NONE 0 Choate Hall & Stewart Two International Place Boston MA 02110 Investment Management and Legal 265104 GW & K Investment Management 222 Berkeley Street Boston MA 02116 Investment Advisory 205059 0 0 73195084 3179153 0 76374237 0 0 76374237 1145614 75228623 3761431 3761431 66361 66361 3695070 0 3695070 0 3695070 4801748 0 4801748 3695070 809331 0 0 4801748 809331 0 0 3695070 297347 0 0 297347 0 0 0 0 0 0 0 297347 297347 The Board of Trustees c/o Choate PO Box 961019 Boston MA 02196 6172484045 mcneicefoundation@choate.com Interested applicants may request a "preliminary" application from the Foundation, complete it, and return the application by the end of the first month in their application cycle. The initial "preliminary" application can be found on the Foundation's website. The Trustees and their advisors will then review all received "preliminary" applications, and then decide which applicants will be invited to submit a "final" application ("final" applications are by invitation only). Applicants may be requested to provide a description of their organization, a description of the funding need, a budget, a Board list, financial and tax reports, and other materials deemed necessary by the Trustees to approve the application. Applicants may be required to submit their materials both online and by mail. Awards are reviewed in 4-month cycles, from October-January, and from April-July. The Foundation makes distributions primarily to the Roman Catholic Church and Church related charitable, educational, and medical organizations. More specifically, the Foundation pays grants to support and promote (1) the Catholic faith and mission of the Catholic Church; (2) the education, training, and development, both spiritual and intellectual, of young people; (3) those who are unable to support themselves. Applicants must comply with these goals. Additionally, preference will be shown to applicants with clear and immediate intentions for using granted funds, and that show clean and compliant financial reports, budgets, and tax records. Awards are generally between $25,000 to $250,000 per year, and are rarely paid to organizations located outside Massachusetts. Austin Preparatory School 101 Willow Street Reading MA 01867 N/A PC General Purpose 250000 Campaign for Catholic Schools 66 Brooks Drive Braintree MA 02184 N/A PC General Purpose 250000 Cardinal Spellman High School 738 Court Street Brockton MA 02302 N/A PC General Purpose 350000 Catholic Center at Northeastern University 68 St Stephen Street Boston MA 02115 N/A PC General Purpose 200000 Daughters of St Paul 50 St Pauls Avenue Boston MA 02130 N/A PC General Purpose 250000 Friends of the Unborn Inc 425 Grove Street Braintree MA 02184 N/A PC General Purpose 50000 Harvard Catholic Forum 29 Mount Auburn Street Cambridge MA 02138 N/A PC General Purpose 25000 Holy Rosary Shrine 34 Common Street Lawrence MA 01843 N/A PC General Purpose 113950 Lawrence Catholic Academy 101 Parker Street Lawrence MA 01843 N/A PC General Purpose 110000 Lowell Catholic Inc 530 Stevens Street Lowell MA 01851 N/A PC General Purpose 125000 Montrose School 29 North Street Medfield MA 02052 N/A PC General Purpose 200000 My Brothers Keeper Inc PO Box 338 North Easton MA 02356 N/A PC General Purpose 150000 Notre Dame Academy 1073 Main Street Hingham MA 02043 N/A PC General Purpose 25000 Oblates of the Virgin Mary 2 Ipswich Street Boston MA 02215 N/A PC General Purpose 200000 Ron Burton Training Village Camp PO Box 2 Hubbardston MA 01452 N/A PC General Purpose 125000 Saint Bridget School 455 Plymouth Street Abington MA 02351 N/A PC General Purpose 200000 Saint Columbkille Partnership School 25 Arlington Street Brighton MA 02492 N/A PC General Purpose 50000 Saint Francis House Inc 39 Boylston Street Boston MA 02116 N/A PC General Purpose 200000 Saint Thomas the Apostle Parish 111 Exchange Street Millis MA 02054 N/A PC General Purpose 250000 Servants of Christ Ministries 87 A Maple Street Scituate MA 02066 N/A PC General Purpose 120000 South Shore Community Action Council 71 Obery Street Plymouth MA 02360 N/A PC General Purpose 200000 St Benedict Classical Academy 2 Pleasant Street Natick MA 01760 N/A PC General Purpose 75000 St John the Baptist Catholic Church 44 School Street Quincy MA 02169 N/A PC General Purpose 350000 The Catholic Community Fund of the Archdiocese of Boston 66 Brooks Drive Braintree MA 02184 N/A PC General Purpose 250000 The Men's March 61 Winter Street Wrentham MA 02093 N/A PC General Purpose 25000 Three Sisters Garden Project PO Box 422 Ipswich MA 01938 N/A PC General Purpose 25000 Trustees of Boston College 140 Commonwealth Avenue Chestnut Hill MA 02467 N/A PC General Purpose 250000 4418950 0 14 1775595 18 3249067 0 5024662 0 5024662 0 0 0 0 0 0 0 0 0 0 X X 1 John McNeice 1968 Irr Trust c/o Choate LLP PO Box 961019 Boston MA 02196 246000 X Tax Prep Fees 6625 3313 3312 71000 units Aircastle LTD 4.25% 71450 71450 72000 units American Tower Corp 5.9% 77290 77290 91000 units Bank of America 4.33% 74225 74225 76000 units Boeing Co 5.15% 78628 78628 77000 units Broadcom Inc 4.55% 76205 76205 147000 units Carmax Auto Owner Trust 4.63% 147428 147428 72000 units Celanese US Holdings 6.55% 74294 74294 78000 units Charter Communications 5.05% 78243 78243 81000 units CommonSpirit Health 3.347% 76909 76909 73000 units Crown Castle Intl Corp 4.3% 72338 72338 74000 units CVS Health Corp 5.4% 77496 77496 123046.075 units DFA Investment Grade Portfolio 1241535 1241535 75000 units Diamondback Energy Inc 3.5% 72311 72311 70000 units Energy Transfer LP 6.55% 75778 75778 76000 units Expand Energy Corp 5.375% 75933 75933 77000 units Fiserv 4.2% 76526 76526 71000 units General Motors Financial Co 5.8% 73830 73830 75000 units GM Financial Consumer Auto 4.86% 76035 76035 84000 units HCA 3.5% 78835 78835 57336.52 units John Deere Owner Trust 5.18% 57832 57832 100000 units JP Morgan Chase 3.157% 74706 74706 83000 units KB Home 4% 76044 76044 75000 units L3Harris Technologies 5.25% 78299 78299 118000 units Microsoft Corp 2.525% 74342 74342 77000 units Morgan Stanley 4.431% 77349 77349 77000 units Murphy Oil Corp 6% 70438 70438 302147.02 units Payden Absolute Return Bond Fund 2861332 2861332 78000 units PNC Financial Services Group 5.068% 78201 78201 87000 units Sonoco Products 2.85% 76014 76014 81000 units The Campbell's Company 2.375% 72717 72717 69390.82 units United Airlines 5.45% 69797 69797 73000 units US Bancorp 5.775% 77142 77142 104000 units Verizon 3.55% 73972 73972 75000 units Verizon Master Trust 5.16% 75865 75865 75000 units American Express 5.28281% 75298 75298 76000 units Amgen 5.6% 74640 74640 108000 units Ball Corp 2.875% 96284 96284 40207.255 units Brandywine Global High Yield Fund 404609 404609 6000 units Citigroup Inc 6.25% 6097 6097 67000 units Citigroup Inc 7.625% 69876 69876 7000 units Diamondback Energy 6.25% 7364 7364 65000 units Discover Financial Services 7.964% 77134 77134 83000 units Duke Energy 2.55% 73515 73515 79000 units Encompass Health Corp 4.75% 77691 77691 81000 units Equinix 3.2% 77379 77379 70000 units Ford Motor Co 7.45% 75324 75324 73000 units Goldman Sachs Group 6.85% 73345 73345 75000 units Hyatt 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