2021-04-12T19:42:51-05:00 2020-10-31 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990PF 2019-11-01 042687384 CLIPPER SHIP FOUNDATION INC CLIP 6173774367 PO BOX 870138 MILTON VILLAGE MA 02187 DONALD J GREENE PRESIDENT 6173774367 2021-04-12 1 EUGENE BORGONZI P01269879 6172276161 2021-04-12 2019 2022-09-23 18:48:47Z X 23199662 X X 1571 1571 569193 571733 -65544 8280448 0 0 -833 505220 572471 44000 2000 49542 16050 0 19485 69751 69751 0 2034 0 2034 21956 597 21584 153791 72348 92645 1435000 1435000 1588791 72348 1527645 -1083571 500123 104050 167587 167587 65565 207249 207249 23860620 22781080 22781080 43746 43746 43746 24073981 23199662 23199662 10977 372 27000 27000 37977 27372 X 24036004 23172290 24036004 23172290 24073981 23199662 24036004 -1083571 219857 23172290 0 23172290 SALE OF PUBLICLY TRADED SECURITIES 8145302 8345992 -200690 -200690 FROM TRG FORESTRY FUND 8-B LP 801 801 CAPITAL GAINS DIVIDENDS P 135146 135146 135146 -64743 0 1387529 23202925 0.059800 1376628 24279691 0.056699 613933 23191951 0.026472 1496848 22419051 0.066767 1635045 25316188 0.064585 0.274323 0.054865 23056922 1265018 5001 1270019 1527645 X 5001 0 5001 0 5001 43746 0 0 43746 X 0 38745 38745 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MA 1 0 0 0 0 1 HTTP://CLIPPERSHIPFOUNDATION.ORG DONALD GREENE 6173774367 PO BOX 870138 MILTON VILLAGE MA 02187 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DONALD J GREENE PO BOX 870138 MILTON VILLAGE MA 02187 CHAIRMAN/PRESIDENT/DIRECTO 2.00 0 0 0 GENE ALLEN MILLER PO BOX 870138 MILTON VILLAGE MA 02187 TREASURER/DIRECTOR 2.00 1000 0 0 ANA PEREZ CAMAYD PO BOX 870138 MILTON VILLAGE MA 02187 DIRECTOR 2.00 1000 0 0 KATHARINE LACY PO BOX 870138 MILTON VILLAGE MA 02187 DIRECTOR 2.00 1000 0 0 JEAN S WHITNEY PO BOX 870138 MILTON VILLAGE MA 02187 DIRECTOR 2.00 1000 0 0 CELIA M GRANT PO BOX 870138 MILTON VILLAGE MA 02187 DIRECTOR 2.00 1000 0 0 KAY BERTHOLD FRISHMAN PO BOX 870138 MILTON VILLAGE MA 02187 DIRECTOR 2.00 1000 0 0 JOANNE POKASKI PO BOX 870138 MILTON VILLAGE MA 02187 DIRECTOR(RESIGNED 6/2020) 2.00 1000 0 0 DANIEL J HUELSMAN PO BOX 870138 MILTON VILLAGE MA 02187 CLERK(6/20/20-PRESENT)/DIR(ALL YEAR) 2.00 1000 0 0 BRYAN SPENCE PO BOX 870138 MILTON VILLAGE MA 02187 ASST TREAS/CLERK (11/1/19-6/30/20) 2.00 36000 0 0 BRYAN SPENCE PO BOX 870138 MILTON VILLAGE MA 02187 DIRECTOR (10/6/20-PRESENT) 2.00 0 0 0 NONE 0 JPMORGAN CHASE BANK 50 ROWES WHARF 4TH FLOOR BOSTON MA 02110 INVESTMENT MANAGEMENT 69751 0 0 23092907 315136 0 23408043 0 0 23408043 351121 23056922 1152846 1152846 5001 5001 1147845 0 1147845 0 1147845 1527645 0 1527645 5001 1522644 1147845 0 0 442620 412155 177045 261019 1292839 1527645 0 0 0 1147845 379800 0 0 1672639 0 0 0 0 0 0 442620 1230019 412155 177045 261019 379800 DONALD GREENE PO BOX 870138 MILTON VILLAGE MA 02187 6173203623 INFO@CLIPPERSHIPFOUNDATION.ORG APPLICATIONS MUST BE FILED ONLINE ON THE ORGANIZATION'S WEBSITE AND MUST INCLUDE A BRIEF ORGANIZATION PROFILE, INDICATE THE GRANT FOCUS AREA (FOSTER CARE, OPPORTUNITY YOUTH, OR HOUSING & SHELTER) OF THE REQUEST AND UPLOAD A BRIEF (TWO-PAGE MAXIMUM) CONCEPT PAPER EXPLAINING THE GOALS, OBJECTIVES AND INTENDED IMPACTS FOR THE PROPOSED REQUEST. APPLICANTS WILL BE NOTIFIED AS TO WHETHER THEY HAVE BEEN INVITED TO SUBMIT A FULL PROPOSAL. INVITED APPLICANTS WILL RECEIVE INSTRUCTIONS FOR COMPLETING A FULL PROPOSAL. FOLLOWING PROPOSAL SUBMISSION, APPLICANTS MAY BE ASKED TO HOST A SITE VISIT IN LATE APRIL OR EARLY MAY. DECEMBER 9: CONCEPT PAPER DEADLINE; FEBRUARY 28: FULL PROPOSAL DEADLINE; APRIL-MAY: SITE VISITS THE FOUNDATION FOCUSES ITS GRANT ACTIVITIES IN THE AREAS OF HOUSING AND SHELTER, FOSTER CARE, AND OPPORTUNITY YOUTH TO INDIVIDUALS AND ORGANIZATIONS IN THE GREATER BOSTON AREA AS WELL AS LAWRENCE AND BROCKTON. CLIPPER SHIP CONSIDERS FUNDING REQUESTS FROM ORGANIZATIONS WITH ANNUAL OPERATING BUDGETS OF ANY SIZE BUT ANTICIPATES AWARDING MOST OF THE AVAILABLE GRANT FUNDING TO ORGANIZATIONS WITH ANNUAL OPERATING BUDGETS SMALLER THAN $5 MILLION. THE CLIPPER SHIP FOUNDATION DOES NOT FUND RELIGIOUS PROGRAMS, HOSPITALS, HIGHER EDUCATION, RESEARCH, SCHOLARSHIPS, FELLOWSHIPS, STUDENT LOANS OR TRAVEL, WRITING OR PUBLISHING OF BOOKS, ARTICLES, OR MASS MEDIA, CAMPAIGNS FOR ENDOWMENT FUNDS, OR EXPENSES RELATED TO CONFERENCES OR CONVENTIONS. BOSTON CASA INC 85 MERRIMAC ST STE 401 BOSTON MA 02114 N/A PC PROGRAM SUPPORT 75000 METROPOLITAN BOSTON HOUSING PARTNERSHIP DBA METRO HOUSING BOSTON 1411 TREMONT STREET BOSTON MA 02120 N/A PC PROGRAM SUPPORT 75000 BRIDGE OVER TROUBLED WATERS INC 47 WEST STREET BOSTON MA 02111 N/A PC PROGRAM SUPPORT 100000 CAMBRIDGE FAMILY & CHILDREN'S SERVICES 60 GORE STREET CAMBRIDGE MA 02141 N/A PC PROGRAM SUPPORT 60000 COMMUNITY DAY CARE CENTER OF LAWRENCE 190 HAMPSHIRE STREET LAWRENCE MA 01840 N/A PC PROGRAM SUPPORT 50000 FAMILY AID BOSTON 3815 WASHINGTON STREET BOSTON MA 02130 N/A PC PROGRAM SUPPORT 100000 FAMILY SERVICES OF THE MERRIMACK VALLEY 430 NORTH CANAL STREET LAWRENCE MA 01840 N/A PC PROGRAM SUPPORT 40000 HEALTH IMPERATIVES 942 WEST CHESTNUT STREET BROCKTON MA 02301 N/A PC PROGRAM SUPPORT 100000 Y2Y NETWORK INC 10 WARE STREET CAMBRIDGE MA 02138 N/A PC PROGRAM SUPPORT 60000 HOUSING NAVIGATOR MASSACHUSETTS INC ONE BEACON STREET 5TH FLOOR BOSTON MA 02108 N/A PC PROGRAM SUPPORT 50000 MASSACHUSETTS COALITION FOR THE HOMELESS INC 73 BUFFUM STREET LYNN MA 01902 N/A PC PROGRAM SUPPORT 50000 UTEC INC 15 WARREN ST 3 LOWELL MA 01852 N/A PC PROGRAM SUPPORT 100000 MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN 125 HARTWELL AVE LEXINGTON MA 02421 N/A PC PROGRAM SUPPORT 25000 MORE THAN WORDS INC 56 FELTON STREET WALTHAM MA 02453 N/A PC PROGRAM SUPPORT 100000 PLUMMER YOUTH PROMISE 37 WINTER ISLAND ROAD SALEM MA 01970 N/A PC PROGRAM SUPPORT 70000 RISE ABOVE FOUNDATION PO BOX 174 NORTHBRIDGE MA 01534 N/A PC PROGRAM SUPPORT 25000 YEAR UP INC 45 MILK ST 9TH FLOOR BOSTON MA 02109 N/A PC PROGRAM SUPPORT 100000 SIBLING CONNECTIONS INC 89 SOUTH ST STE 203 BOSTON MA 02111 N/A PC PROGRAM SUPPORT 30000 SILVER LINING MENTORING 727 ATLANTIC AVE 3RD FLOOR BOSTON MA 02111 N/A PC PROGRAM SUPPORT 75000 THE WILY NETWORK 1920 CENTRE ST STE 1 WEST ROXBURY MA 02132 N/A PC PROGRAM SUPPORT 50000 WEST END HOUSE INC 105 ALLSTON STREET ALLSTON MA 02134 N/A PC PROGRAM SUPPORT 100000 1435000 0 14 1571 14 569193 18 -65544 0 505220 0 505220 0 0 0 0 0 0 0 0 0 0 ACCOUNTING SERVICES 16050 0 19485 INFORMATION ABOUT OFFICERS, DIRECTORS ETC FORM 990PF, PART VIII ON PART VIII OF THE FORM 990PF, BRYAN SPENCE IS LISTED TWICE. FROM 11/1/19-6/30/20 HE WAS ASSISTANT TREASURER AND CLERK WHO HAD NO VOTING PRIVILEGES ON THE BOARD. DURING THIS TIME HE WAS ALSO PAID AS A CONSULTANT. HE RESIGNED FROM THIS POSITION AND FROM THE CONSULTANT WORK AT THE END OF JUNE 2020. ON OCTOBER 6, 2020, HE WAS ELECTED TO THE BOARD AS A DIRECTOR. HE WAS NOT PAID EITHER AS A BOARD MEMBER OR CONSULTANT AFTER HIS ELECTION TO THE BOARD AS DIRECTOR. MUTUAL FUNDS FMV 22764020 22764020 GMO FORESTRY FUND 8-B LP FMV 17060 17060 PREPAID EXCISE TAXES 43746 43746 43746 FILING FEES 250 0 250 DUES AND SUBSCRIPTIONS 10200 0 10200 EQUIPMENT RENTAL 346 0 346 BANK CHARGES 24 0 24 WEBSITE, IT & COMPUTER EXPENSES 11019 0 10647 OFFICE EXPENSES 117 0 117 OTHER DEDUCTIONS FROM TRG FORESTRY FUND 8-B LP K-1 0 597 0 NON-UBI PORTION OF ORDINARY INCOME FROM TRG FORESTRY FUND 8-B LP K-1 -858 OTHER INCOME FROM TRG FORESTRY FUND 8-B LP K-1 25 UNREALIZED GAIN ON INVESTMENTS 219857 DEFERRED TAX LIABILITY 27000 27000 INVESTMENT MANAGEMENT FEES 69751 69751 0