AGNES M LINDSAY TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AGNES M LINDSAY TRUST (EIN 02-6004971)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-14
- IRS object ID
- 202101349349101790
- Schema version
- 2020v4.1
- 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 Bonds Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T13:04:49-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 CONSTITUTION DRIVE SUITE 100 | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 026004971 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGNES M LINDSAY TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGNE | BusinessNameControlTxt |
| Phone | 9784557818 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NORTH ROAD SUITE 2 | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERNEST E DION | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9784557818 | PhoneNum |
| Signature | 2021-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERNEST | PersonFirstNm |
| Person Last | DION | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOREEN L MCNEILL | PreparerPersonNm |
| PTIN | P00629648 | PTIN |
| Phone | 6036273838 | PhoneNum |
| Preparation | 2021-05-12 | 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 | 2020 | 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 | $28,651,217 | 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 |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,022 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,022 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $429,999 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,497,216 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $429,999 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $24,741 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $28,466 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $470,773 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $474,498 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $75,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $77,683 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $77,683 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $10,325 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,325 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,983 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,967 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $64,126 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,126 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,361 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $8,862 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,862 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,563 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,631 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,932 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $358,870 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $160,740 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $193,769 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $962,236 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $962,236 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,321,106 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $160,740 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,156,005 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$850,333 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $313,758 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $319,520 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $196,364 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $196,364 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $1,368,762 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $956,300 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $956,300 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $25,338,481 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,490,839 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,490,839 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,566 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,566 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $1,925 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,714 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,714 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $27,028,688 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,651,217 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,651,217 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable EOY | $18,220 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $740 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $740 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,220 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $31,968,878 | CapitalStockBOYAmt |
| Capital Stock EOY | $31,968,878 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$4,940,930 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$3,335,881 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,027,948 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,632,997 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,028,688 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,651,217 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,027,948 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$850,333 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,455,382 | OtherIncreasesAmt |
| Subtotal | $28,632,997 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,632,997 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BARCLAYS BANK | P | 2015-05-12 | 2020-02-18 | $450,300 | $555,770 | -$105,470 | -$105,470 |
| UBER TECHNOLOGIES | P | 2015-01-16 | 2020-01-23 | $688,061 | $514,946 | $173,115 | $173,115 |
| DRT INVESTORS LP | P | 2015-01-01 | 2020-01-02 | $0 | $0 | ||
| CFI MULTI-STRATEGY EQUITY FUND | P | 2016-01-01 | 2020-12-31 | $358,855 | $239,623 | $119,232 | $119,232 |
| WHITEHALL STREET REAL ESTATE LP XII | P | 2005-03-30 | 2020-12-31 | $29,416 | $29,416 | ||
| WHITEHALL STREET REAL ESTATE LP XI | P | 2005-03-30 | 2020-12-31 | -$29,709 | -$29,709 | ||
| WEST STREET ENERGY PARTNERS | P | 2013-04-04 | 2020-12-31 | -$2,565 | -$2,565 | ||
| WESTSTREET ENERGY PARTNERS AIV-1 | P | 2013-04-04 | 2020-12-31 | -$129,548 | -$129,548 | ||
| NEW MOUNTAIN PARTNERS IV ACCESS LP | P | 2014-12-16 | 2020-12-31 | $375,528 | $375,528 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $429,999 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,361 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,361 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,361 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,680 | 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 | $10,680 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,319 | OverpaymentAmt |
| Applied To ES Tax | $4,400 | AppliedToESTaxAmt |
| Refund | $1,919 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | 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 | LINDSAYTRUST.ORG | WebsiteAddressTxt |
| Individual With Books | ALAN LAMPERT | IndividualWithBooksNm |
| Phone | 9784557818 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NORTH ROAD SUITE 2 | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01824 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| ERNEST E DION | ||||||||
| 28 CENTRAL STREET APT D | HUDSON | NH | 03051 | TRUSTEE | 25.00 | $50,000 | $0 | $0 |
| ALAN G LAMPERT | ||||||||
| TEN NORTH ROAD | CHELMSFORD | MA | 01824 | TRUSTEE | 25.00 | $50,000 | $0 | $0 |
| MICHAEL S DELUCIA | ||||||||
| 355 RIVER ROAD | MANCHESTER | NH | 03104 | TRUSTEE | 25.00 | $50,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN E BOUCHARD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NORTH ROAD SUITE 2 | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATOR DIRECT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $77,683 | CompensationAmt |
| Employee Benefits | $10,325 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMONFUNDS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 OLD DANBURY ROAD | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | BROKER | ServiceTypeTxt |
| Compensation | $58,854 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $26,328,919 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $911,315 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,240,234 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,240,234 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $408,604 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,831,630 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,341,582 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,341,582 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,361 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,361 | TotalTaxAmt |
| Distributable Before Adj | $1,337,221 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,337,221 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,337,221 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,156,005 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,156,005 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,156,005 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,337,221 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $76,123 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,156,005 | QualifyingDistributionsAmt |
| Applied To Year1 | $76,123 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,079,882 | 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 | $257,339 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALAN LAMPERT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NORTH ROAD SUITE 2 | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9784557818 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING, RESUME OF ORGANIZATION AND PROGRAM, USE OF FUNDS, TWO YEARS OF AUDITED FINANCIAL STATEMENTS AND IRS DETERMINATION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO MA, ME, NH, AND VT. MUST BE 501 (C) (3) BUT NOT A PRIVATE FOUNDATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (232 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| AARON'S PRESENTS INC | ||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | CAMPERSHIPS | $2,000 | |
| ADDISON ALLIES NETWORK INC | ||||||
| 58 SEMINARY STREET EXT | MIDDLEBURY | VT | 05753 | HEALTH/DENTAL | $3,000 | |
| AGASSIZ BALDWIN COMMUNITY | ||||||
| 20 SACRAMENTO ST | CAMBRIDGE | MA | 02138 | CAMPERSHIPS | $2,000 | |
| AMAZING GRACE OF CAPE COD | ||||||
| PO BOX 636 | CENTERVILLE | MA | 02632 | CAMPERSHIPS | $2,500 | |
| ANEW PLACE | ||||||
| PO BOX 1481 | BURLINGTON | VT | 05402 | MEALS PROGRAM/COVID 19 | $5,000 | |
| ANGELS-NET FOUNDATION INC | ||||||
| 360 WEST BOYLSTON ST SUITE 213 | WEST BOYLSTON | MA | 01583 | TECHNOLOGY SOFTWARE | $3,000 | |
| ARC RUTLAND AREA | ||||||
| 128 MERCHANTS ROW SUITE 302 | RUTLAND | VT | 05701 | PROGRAM SUPPLIES/LIFE AND SOCIAL SKILL PROGRAM | $1,500 | |
| AREA INTERFAITH OUTREACH | ||||||
| PO BOX 113 | ROCKLAND | ME | 04841 | FREEZER | $4,000 | |
| ARLINGTON FOOD SHELF INC | ||||||
| PO BOX 723 | ARLINGTON | VT | 05250 | SUPPORT DEMANDS/PURCHASE FOOD | $3,000 | |
| AROOSTOOK MENTAL HEALTH SERVICES INC | ||||||
| AROOSTOOK TEEN LEADERSHIP CAMP PO | CARIBOU | ME | 04736 | CAMPERSHIPS 2020 | $2,500 | BOX 1018 |
| ARTS IN REACH | ||||||
| 521 WENTWORTH ROAD | NEW CASTLE | NH | 03854 | CAMPERSHIPS | $2,000 | |
| ASPIRE | ||||||
| 176 FRANKLIN ST | LYNN | MA | 01904 | ELECTRONIC MEDICAL RECORDS | $2,000 | |
| AUGUSTA BOYS AND GIRLS CLUB | ||||||
| 22 ARMORY STREET | AUGUSTA | ME | 04330 | PURCHASE KITCHEN APPLIANCES | $2,500 | |
| AUGUSTA FOOD BANK | ||||||
| 161 MOUNT VERNON AVE | AUGUSTA | ME | 04330 | FOOD PANTRIES/FOOD BANKS | $25,000 | |
| BACKYARD GROWERS INC | ||||||
| 3 DUNCAN ST | GLOUCESTER | MA | 01930 | TECHNOLOGY PURCHASE | $2,840 | |
| BANGOR YMCA | ||||||
| 17 SECOND STREET | BANGOR | ME | 04401 | CAMPERSHIPS | $2,500 | |
| BELFAST AREA CHILD CARE SERVICES INC | ||||||
| 1025 WATERVILLE ROAD | WALDO | ME | 04915 | KITCHEN IMPROVEMENTS | $2,500 | |
| BERKSHIRE SOUTHERN REGIONAL COMM CTR | ||||||
| 15 CRISSEY ROAD GREAT | BARRINGTON | MA | 01230 | CAMPERSHIPS | $2,000 | |
| BEVERLY BOOTSTRAPS COMMUNITY SERVICES | ||||||
| 35 PARK STREET | BEVERLY | MA | 01915 | COMPUTERS | $3,000 | |
| BIG BROTHERS BIG SISTERS BATHBRUNSWICK | ||||||
| 85 MAINE ST | BRUNSWICK | ME | 04011 | COPIER/LAPTOP COMPUTERS | $3,000 | |
| BLACKSTONE VALLEY BOYS & GIRLS CLUB | ||||||
| 115 CANAL ST PO BOX 283 | BLACKSTONE | MA | 01504 | CAMPERSHIPS | $2,000 | |
| BONNYVALE ENVIRONMENTAL EDUCATION CTR | ||||||
| PO BOX 2318 | WEST BRATTLEBORO | VT | 05303 | CAMPERSHIPS | $2,000 | |
| BOSTON UNIVERSITYREACH SUMMER DANCE | ||||||
| 881 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | CAMPERSHIPS/REACH | $2,500 | |
| BOYS & GIRLS CLUB OF BURLINGTON | ||||||
| 62 OAK STREET | BURLINGTON | VT | 05401 | CAMPERSHIPS | $2,000 | |
| BOYS & GIRLS CLUB OF CAPE COD | ||||||
| PO BOX 895 | MASHPEE | MA | 02649 | CAMPERSHIPS | $2,000 | |
| BOYS & GIRLS CLUB OF CHICOPEE | ||||||
| 580 MEADOW ST | CHICOPEE | MA | 01013 | CAMPERSHIPS | $2,000 | |
| BOYS' & GIRLS' CLUB OF GR SALEM NH | ||||||
| 3 GEREMONTY | SALEM | NH | 03079 | CAMPERSHIPS | $2,000 | |
| BOYS & GIRLS CLUB OF GREATER NASHUA | ||||||
| ONE POSITIVE PLACE | NASHUA | NH | 03060 | DESKS AND CHAIRS | $4,985 | |
| BOYS & GIRLS CLUB OF METRO WEST | ||||||
| 169 PLEASANT ST | MARLBOROUGH | MA | 01752 | CAMPERSHIPS | $2,000 | |
| BOYS & GIRLS CLUB OF METROWEST | ||||||
| 169 PLEASANT ST | MARLBOROUGH | MA | 01752 | CAMPERSHIPS 2020 | $2,500 | |
| BOYS & GIRLS CLUB OF WORCESTER | ||||||
| 65 BOYS GIRLS CLUB | WORCESTER | MA | 01610 | OPERATING/COVID 19 | $5,000 | |
| BOYS & GIRLS CLUBS OF STONEHAMWAKEFIELD | ||||||
| 15 DALE COURT | STONEHAM | MA | 02180 | CAMPERSHIPS | $2,000 | |
| BRIDGE OVER TROUBLED WATERS | ||||||
| 47 WEST STREET | BOSTON | MA | 02111 | SAFE PROGRAM SPACE | $2,500 | |
| BRING IT | ||||||
| 112 RESERVOIR AVENUE | MANCHESTER | NH | 03104 | COMPUTERS | $4,000 | |
| BUTTONWOOD PARK ZOOLOGICAL SOCIETY | ||||||
| 425 HAWTHORN ST | NEW BEDFORD | MA | 02740 | CAMPERSHIPS | $2,000 | |
| CAMBRIDGE CAMPING ASSOCIATION | ||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | CAMPERSHIPS | $2,000 | |
| CAMP EXCLAMATION POINT INC | ||||||
| PO BOX 91 | RICHMOND | VT | 05477 | CAMPERSHIPS | $2,000 | |
| CAMP FIRE NORTH SHORE INC | ||||||
| 583 CHESTNUT ST STE 11 | LYNN | MA | 01904 | CAMPERSHIPS | $2,000 | |
| CAMP FOREST | ||||||
| 84 PAYSON ROAD | BROOKS | ME | 04921 | CAMPERSHIPS | $1,800 | |
| CATHERINE MORRILL DAY NURSERY | ||||||
| 96 DANFORTH STREET | PORTLAND | ME | 04101 | ATTIC CLEANING PROJECT | $1,000 | |
| CENTER FOR HEALTH & LEARNING | ||||||
| 28 VERNON ST SUITE 319 | BRATTLEBORO | VT | 05301 | EXPAND ON-LINE PROGRAM | $4,040 | |
| CENTER FOR NEW AMERICANS INC | ||||||
| 42 GOTHIC ST | NORTHAMPTON | MA | 01060 | EDUCATIONAL | $3,000 | |
| CHAMPLAIN COLLEGE | ||||||
| PO BOX 670 | BURLINGTON | VT | 054020670 | ANNUAL SCHOLARSHIP GRANT | $5,000 | |
| CHAMPLAIN VALLEY OFFICE OF ECON OPPOR | ||||||
| PO BOX 1603 | BURLINGTON | VT | 05402 | PURCHASE TECHNOLOGY | $1,638 | |
| CHELSEA COLLABORATIVE | ||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | CHELSEA FOOD HUB FOOD INSECURE | $5,000 | |
| CHILDREN ACROSS AMERICA | ||||||
| 23 PINE STREET | MILFORD | MA | 01757 | CAMPERSHIPS 2021 - SUMMER STREAM CLUB | $2,500 | |
| CHILDREN'S ADVOCACY CENTER BRISTOL CTY | ||||||
| 58 ARCH STREET | FALL RIVER | MA | 02724 | CAPITAL PROJECT/WI-FI | $5,000 | |
| CHILDREN'S DISCOVERY MUSEUM | ||||||
| 7 EUSTIS PARKWAY | WATERVILLE | ME | 04901 | CAMPERSHIPS | $2,000 | |
| COLBY-SAWYER COLLEGE | ||||||
| 100 MAIN ST | NEW LONDON | NH | 03257 | FDJ NURSING SCHOLARSHIP | $5,000 | |
| COMMUNITY ARTS CENTER | ||||||
| 119 WINDSOR ST | CAMBRIDGE | MA | 02139 | CAMPERSHIPS | $2,000 | |
| COMMUNITY COLLEGES OF NH FOUNDATION | ||||||
| 26 COLLEGE DRIVE | CONCORD | NH | 03301 | SCHOLARSHIP GRANT FOR THE COMMUNITY COLLEGE RECIPIENTS | $30,000 | |
| COMMUNITY FOOD CUPBOARD | ||||||
| 40 WILLIAMS WAY | MANCHESTER | VT | 05255 | WALK-IN COOLER | $3,000 | |
| COMMUNITY HARVEST PROJECT | ||||||
| 37 WHEELER ROAD | NORTH GRAFTON | MA | 01536 | FOOD PANTRIES/FOOD BANKS | $2,000 | |
| COMMUNITY RECREATION ASSOCIATION | ||||||
| 400 MAIN STREET | DALTON | MA | 01226 | CAMPERSHIPS | $2,000 | |
| COUTTS-MORIARTY CAMP INC | ||||||
| PO BOX 565 | DERBY | VT | 058290565 | CAMPERSHIPS 2020 | $2,500 | |
| CRAFTSBURY COMMUNITY CARE CENTER | ||||||
| 1784 E CRAFTSBURY ROAD | CRAFTSBURY | VT | 05826 | RENOVATIONS | $2,500 | |
| DE NOVO CENTER FOR JUSTICE & HEALING | ||||||
| 47 THORNDIKE ST SB-LL-1 | CAMBRIDGE | MA | 02141 | LAPTOP COMPUTERS, ADOBE ACROBAT LICENSES, VIDEO MONITORS | $2,000 | |
| DISMAS HOUSE OF MASSACHUSETTS INC | ||||||
| PO BOX 30125 | WORCESTER | MA | 01603 | CLEANING PAPER PRODUCTS AND PROTECTIVE EQUIPMENT | $2,500 | |
| DOC WAYNE YOUTH SERVICES INC | ||||||
| 418 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | LAPTOP COMPUTERS | $2,620 | |
| DOWNEAST COMMUNITY PARTNERS | ||||||
| 248 BURKSPORT ROAD | ELLSWORTH | ME | 04605 | PURCHASE FOOD BOXES | $5,000 | |
| EAST SOMERVILLE MAIN STREETS | ||||||
| 3 GLEN ST | SOMERVILLE | MA | 02145 | LASER PRINTER/INK/PAPER | $1,000 | |
| EMH RECOVERY INC | ||||||
| 678 N MAIN ST | BROCKTON | MA | 02401 | PHONES | $2,500 | |
| EV KIDS | ||||||
| 218 ADAMS STREET | DORCHESTER | MA | 02122 | CAMPERSHIPS | $1,500 | |
| FAIRFIELD COMMUNITY CENTER | ||||||
| 124 SCHOOL STREET PO BOX 16 | EAST FAIRFIELD | VT | 05448 | CAMPERSHIPS | $2,000 | |
| FAMILIES FOR DEPRESSION AWARENESS | ||||||
| 391 TOTTEN POND ROAD SUITE 101 | WALTHAM | MA | 02451 | PRINTER | $2,500 | |
| FIT GIRLS OF WILTON MAINE | ||||||
| PO BOX 493 | WILTON | ME | 04294 | RUN AND READ SUMMER PROGRAM | $1,500 | |
| FIT-NHNH INC | ||||||
| 199 MANCHESTER STREET | MANCHESTER | NH | 03103 | FOOD PANTRIES/FOOD BANKS | $25,000 | |
| FLYING CLOUDS INSTITUTE INC | ||||||
| 20 STOCKBRIDGE ROAD SUITE 2 | GREAT BARRINGTON | MA | 01230 | CAMPERSHIPS | $2,000 | |
| FOOD BANK OF WESTERN MASSACHUSETTS | ||||||
| PO BOX 160 | HATFIELD | MA | 01038 | FOOD PANTRIES/FOOD BANKS | $25,000 | |
| FOOD FOR THE WORLD INC | ||||||
| 516 ESSEX STREET | LAWRENCE | MA | 01840 | PURCHASE BELT CONVEYOR FOR FOOD PANTRY | $5,000 | |
| FOOD LINK INC | ||||||
| 17 BRATTLE ST SUITE 17 | ARLINGTON | MA | 02474 | CAPITAL CAMPAIGN | $3,000 | |
| FRANKLIN FOOD PANTRY | ||||||
| PO BOX 116 | FRANKLIN | MA | 02038 | PURCHASE FOOD | $2,000 | |
| FRIENDS CARROLL COUNTY ADULT TUTORIAL | ||||||
| 2076 WHITE MOUNTAIN HWY | NORTH CONWAY | NH | 03860 | FISCAL AGENT | $300 | |
| FRIENDS OF DAPONTE STRING QUARTET | ||||||
| PO BOX 401 | DAMARISCOTTA | ME | 04543 | CAMPERSHIPS | $2,000 | |
| FRIENDS OF THOMASTON PUBLIC LIBRARY | ||||||
| 23 ELLIOT ST | THOMASTON | ME | 04861 | CAMPERSHIPS | $1,200 | |
| FURNITURE FRIENDS | ||||||
| PO BOX 631 | WESTBROOK | ME | 04098 | OFFICE/WAREHOUSE EQUIPMENT | $3,000 | |
| GATES OF HOPE | ||||||
| 112 FLINT ST | FALL RIVER | MA | 02723 | REFRIGERATED BOX TRUCK | $5,000 | |
| GATHER | ||||||
| 210 WEST ROAD SUITE 3 | PORTSMOUTH | NH | 03801 | FOOD PANTRIES/FOOD BANKS | $5,000 | |
| GENESIS CLUB HOUSE INC | ||||||
| 274 LINCOLN ST | WORCESTER | MA | 01605 | ROOF REPLACEMENT | $3,000 | |
| GIRLS INC OF NEW HAMPSHIRE | ||||||
| 1171 SOUTH WILLOW STREET UNIT 3 | MANCHESTER | NH | 03103 | CAMPERSHIPS | $2,500 | |
| GLOBAL CAMPUSES FOUNDATION | ||||||
| 43 SOUTH MAIN ST SUITE 3 | RANDOLPH | VT | 05060 | CHROMEBOOK AND ZOOM | $2,000 | |
| GOOD BEGINNINGS OF CENTRAL VERMONT | ||||||
| 174 RIVER ST | MONTPELIER | VT | 05602 | LAPTOP COMPUTERS AND LISTENING WALL | $2,200 | |
| GOOD SAMARITAN HAVEN | ||||||
| PO BOX 1104 | BARRE | VT | 05641 | LAPTOPS AND IT SUPPORT | $5,000 | |
| GOOD SHEPHERD FOOD-BANK | ||||||
| PO BOX 1807 | AUBURN | ME | 042111807 | FOOD PANTRIES/FOOD BANKS | $25,000 | |
| GRACE-STREET MINISTRY | ||||||
| PO BOX 7967 | PORTLAND | ME | 64112 | HOMELESS SHELTERS | $5,000 | |
| GRAFTON COUNTY SENIOR CITIZENS COUNCIL | ||||||
| PO BOX 433 | LEBANON | NH | 037660433 | FIRST AID KITS AND BLOODBORNE PATHOGEN KITS | $2,000 | |
| GREATER BOSTON FOOD BANK | ||||||
| 70 SOUTH BAY STREET | BOSTON | MA | 02118 | FOOD PANTRIES/FOOD BANKS | $25,000 | |
| GROUNDWORKS COLLABORATIVE | ||||||
| PO BOX 370 | BRATTLEBORO | VT | 05302 | SERVICES | $5,000 | |
| HABITAT FOR HUMANITY OF GREATER LOWELL | ||||||
| 68 TADMUCK ROAD | WESTFORD | MA | 01886 | HEALTH & WELFARE | $2,500 | |
| HARBOR CAMPS INC | ||||||
| PO BOX 620141 | NEWTON LOWER FALLS | MA | 02462 | CAMPERSHIPS | $2,000 | |
| HARMONY HOUSE OF WESTERN MA | ||||||
| PO BOX 6135 | HOLYOKE | MA | 01041 | SUPPLIES COVID 19 PPE | $3,000 | |
| HARRISON FOOD BANK | ||||||
| 176 WATERFORD ROAD | HARRISON | ME | 04040 | FOOD PANTRIES/FOOD BANKS | $25,000 | |
| HEALTHHUB | ||||||
| PO BOX 542 | SOUTH ROYALTON | VT | 05068 | DENTAL EQUIPMENT | $5,000 | |
| HEART OF NEW ENGLAND COUNCILBOY SCOUTS | ||||||
| 1980 LUNENBURG ROAD | LANCASTER | MA | 01523 | CAMPERSHIPS | $2,000 | |
| HOPE AND COMFORT | ||||||
| 659 HIGHLAND AVE | NEEDHAM | MA | 02494 | HYGIENE PRODUCTS FOR LOW INCOME YOUTH | $2,500 | |
| INDEPENDENCE HOUSE INC | ||||||
| 160 BASSET LANE | HYANNIS | MA | 02601 | HEATING SYSTEM CONVERSION | $2,500 | |
| INTERFACE PRECISION BENCHWORKS | ||||||
| 150 QUABBIN BLVD | ORANGE | MA | 01364 | UNISTRIP 2300 STRIPPING MACHINE | $2,500 | |
| IRENE CHADBOURNE ECUMENICAL FOOD PANTRY | ||||||
| PO BOX 1005 513 MAIN ST | CALAIS | ME | 04619 | SPRINKLER SYSTEM | $7,500 | |
| JAFFREY RINDGE ROTARY CHARITABLE FUND | ||||||
| PO BOX 338 | JAFFREY | NH | 03452 | CAMPERSHIPS | $2,500 | |
| JEANNE GEIGER CRISIS CENTER INC | ||||||
| TWO HARRIS STREET | NEWBURYPORT | MA | 01950 | HARDWARE TO UPGRADE NETWORKS/COVID 19 | $2,784 | |
| JEREMIAH'S INN | ||||||
| 1059 MAIN STREET PO BOX 30035 | WORCESTER | MA | 01603 | RENOVATIONS | $2,500 | |
| JUNIOR ACHIEVEMENT OF MAINE | ||||||
| 565 CONGRESS STREET SUITE 306 | PORTLAND | ME | 04101 | HEALTH & WELFARE | $5,000 | |
| KIDS FIRST CENTER | ||||||
| US ROUTE 1 SUITE S | SCARBOROUGH | ME | 04074 | LAPTOPS AND PORTABLE DEVICES | $2,500 | |
| LITERACY VOLUNTEERS MONTACHUSETT | ||||||
| PO BOX 7197 | FITCHBURG | MA | 01420 | OFFICE TECHNOLOGY UPGRADE | $3,000 | |
| LLOYD CENTER FOR THE ENVIRONMENT INC | ||||||
| 430 POTOMSKA ROAD | DARTMOUTH | MA | 02748 | CAMPERSHIPS | $2,000 | |
| LYNN SHELTER ASSOCIATION | ||||||
| 91 LIBERTY STREET | LYNN | MA | 01904 | NEW COMMERCIAL WASHER AND DRYER | $2,500 | |
| MABEL WADSWORTH WOMEN'S HEALTH CENTER | ||||||
| 700 MT HOPE AVE SUITE 420 | BANGOR | ME | 04101 | KEYLESS ENTRY | $3,000 | |
| MAINE COMMUNITY COLLEGE SYSTEM | ||||||
| 323 STATE ST | AUGUSTA | ME | 04330 | ANNUAL GRANT SCHOLARSHIPS | $30,000 | |
| MAINE DENTAL HEALTH OUT-REACH INC | ||||||
| 45 GREENWOOD TERRACE | WINTHROP | ME | 04364 | SCHOOL ORAL HEALTH PROGRAM | $5,000 | |
| MAINE MENTAL HEALTH CONNECTIONS INC | ||||||
| 2 SECOND ST | BANGOR | ME | 04401 | REDESIGN WEBSITE | $3,000 | |
| MAKING COMMUNITY HAPPEN (MCH) | ||||||
| 46 SUMMER ST | ROCKLAND | ME | 04841 | PROPANE COOKING FUEL | $2,000 | |
| MANCHESTER COMMUNITY MUSIC SCHOOL | ||||||
| 2291 ELM ST | MANCHESTER | NH | 03104 | CAMPERSHIPS | $2,000 | |
| MAPS COUNSELING SERVICES INC | ||||||
| 23 CENTRAL SQUARE SUITE 300 | KEENE | NH | 03431 | UV FILTERS | $2,000 | |
| MARIA DROSTE COUNSELING SERVICES | ||||||
| 1354 HANCOCK ST | QUINCY | MA | 02169 | DESKTOP COMPUTERS | $2,500 | |
| MARQUERITE'S PLACE INC | ||||||
| 87 PALM ST | NASHUA | NH | 03060 | FINANCIAL SUPPORT TO RESIDENTS | $2,500 | |
| MASS BOARD OF HIGHER EDUCATION | ||||||
| 75 PLEASANT STREET | MALDEN | MA | 02148 | ANNUAL SCHOLARSHIP GRANT | $25,000 | |
| MASS COALITION FOR THE HOMELESS INC | ||||||
| 73 BUFFUM ST | LYNN | MA | 01902 | BEDS FOR CHILDREN | $2,500 | |
| MASS SCIENCE CENTER CORP | ||||||
| 400 WEST CUMMINGS PARK SUITE | WOBURN | MA | 01801 | NUTRITION/WELLNESS PROGRAM | $1,500 | 1725-128 |
| MATERIAL AID & ADVOCACY PROGRAM | ||||||
| 5 LONGFELLOW PARK | CAMBRIDGE | MA | 02138 | IMAC COMPUTER, APPLECARE PRO, WIRELESS PRINTER, TONER | $2,500 | |
| MAYHEW INC | ||||||
| 293 WEST SHORE ROAD PO BOX 120 | BRISTOL | NH | 03222 | CAMPERSHIPS | $2,000 | |
| MEETING WATERS YMCA INC | ||||||
| 49 THE SQUARE | BELLOWS FALLS | VT | 05101 | CAMPERSHIPS | $2,000 | |
| MERRIMACK VALLEY IMMIGRANT & EDU CTR | ||||||
| 439 SOUTH UNION ST | LAWRENCE | MA | 01843 | PHONE SYSTEM AND FAX MACHINE | $3,000 | |
| MID COAST HUNGER PREVENTION PROGRAM | ||||||
| 12 TENNEY WAY | BRUNSWICK | ME | 04011 | OPERATING SUPPORT FOOD PANTRY | $5,000 | |
| MID-COAST RECOVERY COALITION | ||||||
| PO BOX 1002 | CAMDEN | ME | 04843 | RENOVATION AND REPAIRS WOMEN'S RECOVERY CTR. | $5,000 | |
| MISSION OF DEEDS INC | ||||||
| 6 CHAPIN AVENUE | READING | MA | 01867 | PURCHASE CRIBS AND MATTRESSES | $3,300 | |
| MONADNOCK AREA TRANSITIONAL SHELTER | ||||||
| PO BOX 3053 | PETERBOROUGH | NH | 03458 | CAMPERSHIPS | $2,000 | |
| MUJERES UNIDAS AVANZANDO | ||||||
| 54 CLAYTON STREET | DORCHESTER | MA | 02122 | EQUIPMENT AND STORAGE | $2,500 | |
| MY PLACE TEEN CENTER | ||||||
| 755 MAIN STREET | WESTBROOK | ME | 04072 | FOOD PANTRIES/FOOD BANKS | $5,000 | |
| NASHUA SENIOR ACTIVITY CENTER | ||||||
| 70 TEMPLE ST | NASHUA | NH | 03060 | EMERGENCY GRANT/COVID 19 | $2,500 | |
| NATICK SERVICE COUNCIL INC | ||||||
| 2 WEBER STREET | NATICK | MA | 01760 | FOOD PANTRIES/FOOD BANKS | $5,000 | |
| NEEDHAM COMMUNITY COUNCIL INC | ||||||
| 570 HILLSIDE AVE | NEEDHAM | MA | 02494 | PURCHASE FOOD/GROCERIES | $5,000 | |
| NEIGHBORS DRIVING NEIGHBORS | ||||||
| PO BOX 143 | MT VERNON | ME | 04352 | PURCHASE/UPDATE ACCOUNTING SYSTEMS | $2,000 | |
| NEW ENGLAND YOUTH THEATRE | ||||||
| 100 FLAT STREET | BRATTLEBORO | VT | 05301 | CAMPERSHIPS | $2,000 | |
| NEW HAMPSHIRE DANCE INSTITUTE | ||||||
| PO BOX 1116 | KEENE | NH | 03431 | CAMPERSHIPS | $2,000 | |
| NEW HAMPSHIRE FOOD BANK | ||||||
| 700 E INDUSTRIAL DRIVE | MANCHESTER | NH | 03109 | FOOD PANTRIES/FOOD BANKS | $25,000 | |
| NORTH CONWAY COMMUNITY CTR | ||||||
| PO BOX 487 | NORTH CONWAY | NH | 03860 | COMMERCIAL PROPANE RANGE | $1,300 | |
| NORTHAMPTON SURVIVAL CENTER | ||||||
| 265 PROSPECT ST | NORTHAMPTON | MA | 01060 | FOOD FOR THE EMERGENCY FOOD PANTRY | $5,000 | |
| NORTHEAST DEAF AND HARD OF HEARING | ||||||
| 57 REGIONAL DRIVE UNIT D | CONCORD | NH | 03301 | ELECTRONIC MEDICAL RECORDS/LAPTOPS | $2,500 | |
| NORTHWOODS STEWARDSHIP CENTER | ||||||
| PO BOX 220 | EAST CHARLESTON | VT | 05833 | CAMPERSHIPS | $2,000 | |
| ON BELAY INC | ||||||
| PO BOX 391 | NEWMARKET | NH | 03857 | CAMPERSHIPS | $2,000 | |
| OPEN TABLE | ||||||
| PO BOX 42 | CONCORD | MA | 01742 | WIDEN THE BACK DOOR | $2,500 | |
| PARAN RECREATION INC | ||||||
| PO BOX 393 | NORTH BENNINGTON | VT | 05257 | CAMPERSHIPS 2020 | $2,500 | |
| PEMI YOUTH CENTER | ||||||
| 111 MAIN ST | PLYMOUTH | NH | 03264 | RENOVATIONS | $2,000 | |
| PENOBSCOT BAY YMCA | ||||||
| 116 UNION ST PO BOX 840 | ROCKPORT | ME | 04856 | CAMPERSHIPS | $2,000 | |
| PIERS PARK SAILING CENTER | ||||||
| 95 MARGINAL ST | E BOSTON | MA | 02128 | CAMPERSHIPS | $2,000 | |
| PLEASANT STREET NEIGHBORHOOD NETWORK CTR | ||||||
| 301 PLEASANT ST | WORCESTER | MA | 01609 | ORGANIZER/SUPPLIES | $2,500 | |
| PORTSMOUTH MUSIC AND ARTS CENTER | ||||||
| 973 ISLINGTON ST | PORTSMOUTH | NH | 03801 | CAMPERSHIPS | $2,000 | |
| POWERS MUSIC SCHOOL | ||||||
| PO BOX 398 | BELMONT | MA | 02478 | CAMPERSHIPS | $2,000 | |
| PREBLE STREET | ||||||
| 38 PREBLE ST | PORTLAND | ME | 04104 | FOOD PANTRIES/FOOD BANKS | $5,000 | |
| PRESCOTT PARK ARTS FESTIVAL | ||||||
| PO BOX 4370 | PORTSMOUTH | NH | 03802 | CAMPERSHIPS | $2,000 | |
| PREVENT CHILD ABUSE VERMONT | ||||||
| PO BOX 829 | MONTPELIER | VT | 05601 | FURNITURE FOR TRAINING ROOM | $3,000 | |
| PROJECT HOME AGAIN | ||||||
| PO BOX 1236 | ANDOVER | MA | 01810 | MATTRESSES/BED FRAMES | $2,500 | |
| PROJECT SHAKESPEARE | ||||||
| 51 HARKNESS ROAD | JAFFREY | NH | 03452 | CAMPERSHIPS | $1,000 | |
| PROSPECT HILL COMMUNITY FOUNDATION | ||||||
| PO BOX 550211 | WALTHAM | MA | 02154 | PURCHASE BOOKS/TECHNOLOGY | $2,500 | |
| PUTNEY CARES INC | ||||||
| 54 KIMBALL HILL ROAD | PUTNEY | VT | 05346 | REPLACEMENT OF STAIRS | $1,842 | |
| RANGELEY FRIENDS OF PERFORMING ARTS | ||||||
| PO BOX 333 | RANGELEY | ME | 04970 | RENOVATIONS | $1,000 | |
| RANGELEY REGION HEALTH & WELLNESS | ||||||
| PO BOX 722 | RANGELEY | ME | 04970 | WEBSITE AND TECHNOLOGY | $2,500 | |
| REACH AFTERSCHOOL AND SUMMER PROGRAM | ||||||
| 135 SOUTH MAIN ST | HARDWICK | VT | 05843 | CAMPERSHIPS | $2,000 | |
| RIVERSIDE INDUSTRIES | ||||||
| ONE COTTAGE ST | EASTHAMPTON | MA | 010271672 | OPERATIONS | $5,000 | |
| ROAD TO INDEPENDENCE | ||||||
| 596 BRADFORD ROAD | NEWPORT | NH | 03773 | TECHNOLOGY UPGRADE | $3,080 | |
| SAFE VOICES | ||||||
| PO BOX 713 | AUBURN | ME | 04212 | LAPTOPS | $2,500 | |
| SARA HOLBROOK COMMUNITY CENTER | ||||||
| 66 NORTH AVENUE | BURLINGTON | VT | 05401 | CAMPERSHIPS | $2,000 | |
| SCHOOL ON WHEELS OF MASS | ||||||
| 100 LAUREL ST SUITE 121 | EAST BRIDGEWATER | MA | 02333 | PURCHASE SCHOLASTIC BOOKS | $1,500 | |
| SEACOAST FAMILY PROMISE | ||||||
| PO BOX 233 | STRATHAM | NH | 03855 | DAY CTR./AFFORDABLE HOUSING UNITS | $3,500 | |
| SECOND CHANCES INC | ||||||
| PO BOX 441328 | SOMERVILLE | MA | 02144 | FUNDRAISING TECHNOLOGY | $2,500 | |
| SELF ESTEEM BOSTON EDUCATIONAL INST | ||||||
| 8 LAKEVILLE ROAD - SUITE 3 PO BOX | JAMAICA PLAIN | MA | 02130 | COMPUTERS/EQUIPMENT | $3,000 | 301155 |
| SHARE FUND INC | ||||||
| 150 WAKEFIELD ST STE 5 | ROCHESTER | NH | 03867 | FRESH DAIRY PROGRAM | $7,500 | |
| SHAW HOUSE | ||||||
| 136 UNION HOUSE | BANGOR | ME | 04401 | RENOVATION PROJECT | $2,500 | |
| SHELBURNE CRAFT SCHOOL | ||||||
| PO BOX 52 64 HARBOR ROAD | SHELBURNE | VT | 05482 | CAMPERSHIPS | $2,000 | |
| SHELDON UNITED METHODIST CHURCH | ||||||
| 52 CHURCH ST | SHELDON | VT | 05483 | FOOD PANTRY AND GENERATOR | $7,500 | |
| SHELTER FROM THE STORM | ||||||
| 21 GOODNOW STREET PO BOX 257 | JAFFREY | NH | 03452 | OPERATING/HEAT, UTILITIES | $1,000 | |
| SOUTHEASTERN MASS ARTS COLLABORATIVE | ||||||
| PO BOX 356 | ATTLEBORO | MA | 02703 | CAMPERSHIPS | $2,000 | |
| SOUTHERN HARBOR ELDERCARE SERVICES | ||||||
| 12 PULPRIT HARBOR ROAD | NORTH HAVEN | ME | 04853 | COMPUTER WORKSTATION WEBSITE UPDATE | $2,110 | |
| SOUTHERN VERMONT AREA HEALTH EDU CTR | ||||||
| 55 CLINTON ST | SPRINGFIELD | VT | 05156 | CAMPERSHIPS | $2,000 | |
| SPECTRUM YOUTH & FAMILY SERVICES INC | ||||||
| 31 ELMWOOD AVE | BURLINGTON | VT | 05401 | CAPITAL IMPROVEMENTS DROP-IN CTR. | $2,500 | |
| SPRINGFIELD FAMILY CENTER INC | ||||||
| 365 SUMMER ST | SPRINGFIELD | VT | 05156 | SUPPORT FOOD SHELF AND LUNCH PROGRAM | $2,500 | |
| SPRINGFIELD RESCUE MISSION | ||||||
| 10 MILL STREET PO BOX 9045 | SPRINGFIELD | MA | 01108 | PAVING AND EXCAVATION | $5,000 | |
| STATE YMCA CAMP OF MAINE | ||||||
| 305 WINTHROP CENTER RD PO BOX 446 | WINTHROP | ME | 04364 | CAMPERSHIPS | $2,000 | |
| STEPPINGSTONE INCORPORATED | ||||||
| 322 NORTH MAIN STREET | FALL RIVER | MA | 02720 | RENOVATIONS | $3,000 | |
| STEPS TO SUCCESS | ||||||
| PO BOX 470421 | BROOKLINE | MA | 02447 | MACBOOK AIR COMPUTERS | $2,000 | |
| SULLIVAN COUNTY ORAL HEALTH COLLABORATIVE | ||||||
| ONE TREMONT STREET | CLAREMONT | NH | 03743 | DENTAL EQUIP. SOFTWARE, AIR FILTRATION, ETC. | $3,000 | |
| TALKING INFORMATION CENTER INC | ||||||
| 130 ENTERPRISE DRIVE PO BOX 519 | MARSHFIELD | MA | 02050 | COMPUTERS | $5,000 | |
| TAPPLY-THOMPSON COMMUNITY CENTER | ||||||
| 30 NORTH MAIN STREET | BRISTOL | NH | 03222 | CAMPERSHIPS SCHOLARSHIPS FOR YOUTH | $2,000 | |
| THE CARE CENTER | ||||||
| 247 CABOT STREET | HOLYOKE | MA | 01040 | COMPUTERS | $5,000 | |
| THE CHASE HOME FOR CHILDREN | ||||||
| 698 MIDDLE ROAD | PORTSMOUTH | NH | 03801 | CLOUD-BASED SOFTWARE | $3,000 | |
| THE CHILDREN'S ROOM | ||||||
| 1210 MASS AVE | ARLINGTON | MA | 02476 | TECHNOLOGY IMACS,MACBOOKS | $3,000 | |
| THE CIRCLE PROGRAM | ||||||
| 85 MAIN STREET PO BOX 815 | PLYMOUTH | NH | 03264 | CAMPERSHIPS | $2,500 | |
| THE ECOLOGY SCHOOL | ||||||
| 184 SIMPSON ROAD | SACO | ME | 04072 | ECOSYSTEM PROGRAM | $5,000 | |
| THE EDUCATION FARM JOPPA HILL INC | ||||||
| 174 JOPPA HILL ROAD | BEDFORD | NH | 03110 | CAMPERSHIPS | $2,000 | |
| THE GATHERING PLACE | ||||||
| PO BOX 171 | BRUNSWICK | ME | 04011 | WINTER READINESS PROGRAM SUPPLIES | $1,000 | |
| THE GRAY HOUSE | ||||||
| 22 SHELDON ST | SPRINGFIELD | MA | 01107 | FOOD ASSISTANCE PROGRAM/PREFAB STRUCTURE | $5,000 | |
| THE MAJESTIC THEATRE | ||||||
| 880 PAGE STREET | MANCHESTER | NH | 03109 | CAMPERSHIPS | $1,000 | |
| THE OPEN DOORCAPE ANN FOOD PANTRY | ||||||
| 28 EMERSON AVE | GLOUCESTER | MA | 01930 | OPERATING | $5,000 | |
| THE SUMMER CAMP INC | ||||||
| 8 CHURCH ST | BRIDGTON | ME | 04009 | CAMPERSHIPS | $2,000 | |
| THE UPPER ROOM | ||||||
| 36 TSIENETTO ROAD | DERRY | NH | 03038 | HEALTH & WELFARE | $3,500 | |
| THE WELCOME PROJECT | ||||||
| 530 MYSTIC AVE 111 | SOMERVILLE | MA | 02145 | ESOL PROGRAM | $2,000 | |
| THE WELL OF MARS HILL MAINE | ||||||
| PO BOX 71 | WESTFIELD | ME | 04787 | RENOVATIONS | $2,000 | |
| THEATRE IN THE OPEN | ||||||
| PO BOX 215 | NEWBURYPORT | MA | 01950 | CAMPERSHIPS | $2,000 | |
| TILTON-NORTHFIELD RECREATION COUNCIL | ||||||
| PO BOX 262 | NORTHFIELD | NH | 03276 | CAMPERSHIPS | $2,000 | |
| TLC FAMILY RESOURCE CENTER | ||||||
| 109 PLEASANT ST PO BOX 1098 | CLAREMONT | NH | 03743 | FIT OUT NEW SPACE | $5,000 | |
| TREKKERS INC | ||||||
| 325 OLD COUNTY ROAD | ROCKLAND | ME | 04841 | CAMPERSHIPS | $2,000 | |
| TRIANGLE CLUB | ||||||
| 120 BROADWAY | DOVER | NH | 03820 | RECOVERY KITCHEN | $5,000 | |
| TRINITY JUBILEE CENTER | ||||||
| 247 BATES ST | LEWISTON | ME | 04240 | SOUP KITCHEN IMPROVEMENTS | $2,500 | |
| TWIN PINES HOUSING TRUST | ||||||
| 226 HOLIDAY DRIVE SUITE 20 | WHITE RIVER JUNCTION | VT | 05001 | HEALTH & WELFARE | $3,000 | |
| UNITARIAN UNIVERSALIST CHURCH WINCHENDON | ||||||
| PO BOX 218 | WINCHENDON | MA | 01475 | BOILER | $2,500 | |
| UNITED NATIONS OF GREATER BOSTON | ||||||
| 85 DEVONSHIRE ST SUITE 1000 | BOSTON | MA | 02109 | CAMPERSHIPS | $2,000 | |
| UNITED WAY OF GREATER NASHUA INC | ||||||
| 20 BROAD STREET | NASHUA | NH | 03064 | SINFONIETTA STRINGS CAMPERSHIP | $2,000 | |
| UNITED WAY OF GREATER NASHUA INC | ||||||
| 20 BROAD STREET | NASHUA | NH | 03064 | BENEFIT STEPPING STONES | $5,000 | |
| UNITED WAY OF NASHUA | ||||||
| 20 BROAD STREET SUITE 1 | NASHUA | NH | 03064 | TWO NEW PROGRAMS | $5,000 | |
| UNITED WAY TRI VALLEY AREA | ||||||
| PO BOX 126 | FARMINGTON | ME | 04938 | CAMPERSHIPS | $2,000 | |
| UNIVERSITY OF MAINE SYSTEM | ||||||
| 5703 ALUMNI HALL SUITE 101 | ORONO | ME | 044695703 | ANNUAL SCHOLARSHIP GRANT | $5,000 | |
| UNIVERSITY OF NEW ENGLAND | ||||||
| 716 STEVENS AVENUE | PORTLAND | ME | 041032670 | PHYSICIAN'S ASSISTANT SCHOLARSHIP GRANT | $5,000 | |
| URBANITY DANCE | ||||||
| 725 HARRISON AVE SUITE 100 | BOSTON | MA | 02118 | CAMPERSHIPS | $2,000 | |
| VERMONT FOODBANK | ||||||
| 33 PARKER ROAD | BARRE | VT | 05641 | FOOD PANTRIES/FOOD BANKS | $25,000 | |
| VERMONT STATE COLLEGE | ||||||
| PO BOX 7 | MONTPELIER | VT | 05601 | ANNUAL SCHOLARSHIP GRANT | $30,000 | |
| VERMONT WORKS FOR WOMEN | ||||||
| 32A MALLETS BAY AVENUE | WINOOSKI | VT | 05404 | CAMPERSHIPS ROSIE'S GIRLS | $2,000 | |
| VICTORY PROGRAMS INC | ||||||
| 965 MASSACHUSETTS AVE | BOSTON | MA | 02118 | CHILLER SYSTEM | $2,000 | |
| VIRGINIA THURSTON HEALING GARDEN | ||||||
| 145 BOLTON ROAD | HARVARD | MA | 01451 | EDUCATIONAL SERVICES | $5,000 | |
| WAYPOINT | ||||||
| CHESTNUT STREET | MANCHESTER | NH | 03104 | CHIESA EDUCATIONAL SCHOLARSHIP,TRANSITIONAL LIVING PROGRAM | $5,000 | |
| WAYSMEET CENTERCORNUCOPIA FOOD PANTRY | ||||||
| 15 MILL ROAD | DURHAM | NH | 03824 | OPERATIONS | $3,000 | |
| WE CARE FOOD PANTRY | ||||||
| 16 DEERFIELD ST | SALEM | NH | 03079 | PROJECT FUNDING | $3,000 | |
| WEST END HOUSE GIRLS CAMP INC | ||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | CAMPERSHIPS 2020 | $2,500 | |
| WESTMINSTER CARES INC | ||||||
| PO BOX 312 | WESTMINSTER | VT | 05158 | COMPUTER MEMORY FOR DATA STORAGE | $1,697 | |
| WILDFLOWER INC | ||||||
| 271 LINCOLN ST SUITE 12 | LEXINGTON | MA | 02421 | CAMPERSHIPS | $2,000 | |
| WILLIE ROSS SCHOOL FOR THE DEAF | ||||||
| 32 NORWAY ST | LONGMEADOW | MA | 01106 | SMARTBOARDS | $2,500 | |
| WOMEN'S LUNCH PLACE | ||||||
| 67 NEWBURY ST | BOSTON | MA | 02116 | FOOD PANTRIES,FOOD BANKS | $5,000 | |
| WORCESTER COUNTY 4-H CENTER INC | ||||||
| 92 MCCORMICK ROAD | SPENCER | MA | 01562 | CAMP MARSHALL | $2,000 | |
| WORCESTER COUNTY FOOD BANK | ||||||
| 474 BOSTON TURNPIKE | SHREWSBURY | MA | 015453948 | FOOD PANTRIES,FOOD BANKS | $25,000 | |
| YMCA CAPE COD | ||||||
| 2245 LYANNOUGH ROAD | WEST BARNSTABLE | MA | 02668 | RENOVATIONS | $2,000 | |
| YOUNG WRITERS PROJECT | ||||||
| 47 MAPLE ST SUITE 215 | BURLINGTON | VT | 05401 | PURCHASE COMPUTERS, LAPTOPS, DESKTOPS | $2,500 | |
| YWCA OF CENTRAL MAINE | ||||||
| 130 EAST AVENUE | LEWISTON | ME | 04240 | CAMPERSHIPS | $2,000 | |
| ZEBRA CROSSINGS | ||||||
| 61 LOCUST STREET | DOVER | NH | 03820 | CAMPERSHIPS | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $962,236 | 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 | $11 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,022 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,466 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $429,999 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd |
|---|---|---|---|
| WHITEHALL STREET LTD PARTNERSHIP XII | 523000 | -$56 | 01 |
| NEW MOUNTAIN PARTNERS IV ACCESS LP | 523000 | -$3,669 | 01 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$3,725 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $474,498 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $470,773 | 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 FEES | CategoryTxt |
| Amt | $14,950 | Amt |
| Net Investment Income | $4,983 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,967 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - CORPORATE BONDS | BondNm |
| EOY Book Value | $956,300 | EOYBookValueAmt |
| EOYFMV | $956,300 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER INVESTMENTS (PARTNERSHIPS) | AT COST | $2,206,395 | $2,206,395 |
| PUBLIC EQUITY | AT COST | $53,527 | $53,527 |
| COMMONFUNDS MULTI STRATEGIC EQUITY FUND | AT COST | $25,230,917 | $25,230,917 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $1,394 | $1,394 | $1,394 |
| PREPAID FEDERAL EXCISE TAX | $531 | $6,320 | $6,320 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $11,932 | $0 | $11,932 |
| TRUSTEE BOND FEE | $15,235 | $15,235 | $0 |
| PROFESSIONAL DEVELOPMENT | $1,396 | $1,396 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| WHITEHALL STREET LTD PARTNERSHIP XI | -$140 | -$140 | -$140 |
| WHITEHALL STREET LTD PARTNERSHIP XII | $3 | $3 | $3 |
| WESTSTREET ENERGY PARTNERS | -$6,911 | -$6,911 | -$6,911 |
| WESTSTREET ENERGY PARTNERS AIV-1 | $373 | $373 | $373 |
| NEW MOUNTAIN PARTNERS IV ACCESS LP | $2,193 | $2,193 | $2,193 |
| DRT INVESTORS LP | $22,521 | $22,521 | $22,521 |
| OTHER | $177 | $177 | $177 |
| RETURNED GRANTS | $10,250 | $10,250 | $10,250 |
| WHITEHALL STREET LTD PARTNERSHIP XII | -$56 | -$56 | |
| NEW MOUNTAIN PARTNERS IV ACCESS LP | -$3,669 | -$3,669 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED INVESTMENT GAINS & LOSSES | Desc |
| Amt | $2,455,382 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAX LIABILITY | Desc |
| BOY Book Value | $740 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $64,126 | Amt |
| Net Investment Income | $64,126 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $4,361 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments