2021-11-02T10:40:06-05:00 2020-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2020-01-01 046772532 The McCance Foundation MCCA 6173126978 PO Box 422 North Scituate MA 02060 Katie Cutler Executive Director 6173126978 2021-10-27 1 Katie Cutler 999009999 Nicholas E Porto P01310283 2078792100 2021-10-27 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 83369120 X 10491301 458640 458640 15426199 25141429 15426199 234590 225094 26610730 16109933 115326 11533 103793 9263 926 8337 11500 5750 5750 313395 225899 87496 141280 16269 0 7852 0 6889 0 6889 116514 101369 15145 722019 361746 227410 5876950 5876950 6598969 361746 6104360 20011761 15748187 263464 80273 80273 856402 6049438 6049438 0 2414917 2414917 38218034 33936207 33936207 0 5983522 5983522 32088122 34895996 34895996 32353 23586 11046 8767 8767 71437068 83369120 83369120 0 0 X 12691774 12691774 18154015 18154015 40591279 52523331 71437068 83369120 71437068 83369120 71437068 20011761 2411593 93860422 10491302 83369120 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PC General Support 3000 B Team Headquarters Inc (The B Team) 115 15th Avenue Floor 6 New York NY 100031004 N/A PC General Support 25000 Bergen Family Center Inc 44 Armory Street Englewood NJ 076313304 N/A PC General Support 3000 Breast Cancer Action 275 Fifth Street Suite 307 San Francisco CA 94103 N/A PC General Support 2000 Bridgeport Rescue Mission PO Box 9057 Bridgeport CT 06601 N/A PC General Support 5000 Brigham Academy 601 Avenue C SE Winter Haven FL 33880 N/A GOV General Support 1000 Brooklyn Public Library 10 Grand Army Plaza Brooklyn NY 11238 N/A PC General Support 3000 Brooklyn Urban Garden Charter School 500 19th Street Brooklyn NY 112156204 N/A PC General Support 1000 BUILD (Business United in Investing Lending and Development) PO Box 3316 Redwood CA 940643316 N/A PC General Support 50000 CAMBA Inc 1720 Church Avenue 2nd Floor Brooklyn NY 112262630 N/A PC General Support 10000 Camelback Ventures 643 Magazine Street New Orleans LA 70130 N/A PC General Support 25000 Cape Eleuthera Foundation Inc 1430 Walnut Street Philadelphia PA 19102 N/A PC General Support 1500 Center for Hope and Safety 605 Center Street NE Salem OR 973013749 N/A PC General Support 4000 Center for Humane Technology 995 Market Street Suite 312 San Francisco CA 94103 N/A PC General Support 6000 Center for Reproductive Rights Inc 199 Water Street 22nd Floor New York NY 100383533 N/A PC General Support 1000 Central Pennsylvania Food Bank 3908 Corey Road Harrisburg PA 17109 N/A PC General Support 500 Ceres Inc 99 Chauncy Street 6th Floor Boston MA 021111703 N/A PC General Support 100000 Children Deserve a Chance Foundation 16 West King Street Lancaster PA 17603 N/A PC General Support 2000 Children's Dyslexia Centers Inc 33 Marrett Road Lexington MA 02421 N/A PC General Support 2500 Children's Hospital Corporation (dba Boston Children's Hospital) 300 Longwood Avenue Boston MA 02115 N/A PC General Support 100000 Church of the Good Shepherd 401 W Henry Street Punta Gorda FL 339505905 N/A PC General Support 2000 City of Alexandria 301 King Street Alexandria VA 22314 N/A GOV Fund for Alexandria's Child 1000 Clean Energy Trust 20 N Wacker Drive Suite 734 Chicago IL 606062805 N/A PC General Support 30000 Code For America Labs 972 Mission Street Floor 5 San Francisco CA 941032994 N/A PC General Support 50000 Cohasset Center for Student Coastal Research 40 Parker Avenue Cohasset MA 02025 N/A PC General Support 1000 Columbia High School 17 Parker Avenue Maplewood NJ 07040 N/A GOV General Support 500 Connecticut CASA Association Inc 100 Pearl Street 14th Floor Hartford CT 06103 N/A PC General Support 5000 Connecticut Food Bank Inc 2 Research Parkway Wallingford CT 064921929 N/A PC General Support 10000 Cornell University 341 Pine Tree Road Ithaca NY 14850 N/A PC Cornell Cooperative Extension of Suffolk County, Marine Program 10000 Council of Peoples Organization 1081 Coney Island Avenue Brooklyn NY 11230 N/A PC General Support 1000 Crossed Paws Pet Rescue 3205 Recker Highway Winter Haven FL 33880 N/A PC General Support 1000 Dana-Farber Cancer Institute Inc 450 Brookline Avenue BP418 Boston MA 022155418 N/A PC General Support 25000 DC Greens 2000 P Street NW Suite 240 Washington DC 20036 N/A PC General Support 2000 Deploy-Us Inc 23 Byron Avenue Lexington MA 024203815 N/A PC General Support 50000 Dian Fossey Gorilla Fund International 800 Cherokee Avenue SE Atlanta GA 30315 N/A PC General Support 500 Downtown Women's Center 442 S San Pedro Street Los Angeles CA 900132132 N/A PC General Support 2000 Echoing Green 462 7th Avenue 13th Floor New York NY 100187430 N/A PC General Support 150000 Education Commission of the States 700 Broadway Suite 810 Denver CO 80203 N/A PC The Education and Climate Commission 25000 Environmental Defense Fund Incorporated 257 Park Avenue South New York NY 100107304 N/A PC General Support 250000 Epiphany School 154 Centre Street Dorchester MA 021242311 N/A PC General Support 25000 Equal Justice Initiative 122 Commerce Street Montgomery AL 361042538 N/A PC General Support 101700 Everytown for Gun Safety Support Fund PO Box 4184 New York NY 101634184 N/A PC General Support 100000 Fair Democracy Engagement Fund PO Box 15293 Washington DC 20003 N/A PC General Support 5000 Fishers Island Community Center PO Box 464 Fishers Isle NY 063900464 N/A PC General Support 65500 Fishers Island Conservancy PO Box 553 Fishers Isle NY 063900553 N/A PC General Support 27000 Fishers Island Fire Department PO Box 123 Fishers Isle NY 063900123 N/A GOV General Support 43000 Fishers Island Library Association PO Box 366 Fishers Isle NY 063900366 N/A PC General Support 27000 Fishers Island Recreational Path Foundation PO Box 619 Fishers Isle NY 063900619 N/A PC General Support 32000 Flatbush Development Corporation 1616 Newkirk Avenue Brooklyn NY 112266612 N/A PC General Support 5000 Florida Polytechnic University Foundation Inc 4700 Research Way Lakeland FL 338058531 N/A PC General Support 50000 FoodCorps 1440 SE 7th Avenue Suite 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Support 1000 Hope for the Warriors 8003 Forbes Place Suite 201 Springfield VA 221512215 N/A PC General Support 1500 Horton's Kids Inc 400 Virginia Avenue SW Suite 130 Washington DC 20024 N/A PC General Support 1000 Iglesia Christiana Roca Eterna 2017 Palm Avenue Haines City FL 33844 N/A PC General Support 2000 Impact Church Worldwide Inc 1253 New Market Avenue South Plainfield NJ 070802033 N/A PC General Support 52000 International Planned Parenthood Federation 2001 L Street NW Front 2 Washington DC 200364990 N/A SO I General Support 500 Island Health Project Inc PO Box 344 Fishers Isle NY 063900344 N/A PC General Support 118000 Island People's Project PO Box 523 Fishers Isle NY 063900523 N/A PC General Support 25000 John Hopkins University 3910 Keswick Road Suite N4327B Baltimore MD 212112226 N/A PC General Support 50000 Khan Academy PO Box 1630 Mountain View CA 940421630 N/A PC General Support 200000 KIPP Foundation 135 Main Street Suite 1700 San Francisco CA 941051812 N/A PC General Support 100000 Lake Wales Arts Council Inc PO Box 608 Lake Wales FL 338590608 N/A PC General Support 2000 Lake Wales Charter Schools Foundation 130 E Central Avenue Lake Wales FL 338534166 N/A SO III FI General Support 55000 Lake Wales Library Association Inc PO Box 7608 Winter Haven FL 338837608 N/A SO III FI General Support 2000 Lake Wales Little Theatre Inc PO Box 3428 Lake Wales FL 338593428 N/A PC General Support 3000 Lake Wales Rotary Foundation Inc PO Box 406 Lake Wales FL 338590406 N/A PC General Support 6000 LIFT Inc 999 North Capitol Street NE Suite 310 Washington DC 20002 N/A PC General Support 150000 Management Leadership for Tomorrow 7201 Wisconsin Avenue Suite 400 Bethesda MD 208144848 N/A PC General Support 100000 MapLight 2223 Shattuck Avenue Berkeley CA 94704 N/A PC General Support 2500 Marine Toys for Tots Foundation 18251 Quantico Gateway Drive Triangle VA 221721776 N/A PC General Support 1000 Mark Day School 39 Trillis Drive San Rafael CA 949033327 N/A PC General Support 7500 Massachusetts Horticultural Society 900 Washington Street Wellesley MA 024825725 N/A PC General Support 10000 McLindon Family Foundation 8305 Tom Drive Baton Rouge LA 708158051 N/A PC General Support 5000 Measures for Justice Institute 421 University Avenue Rochester NY 146070000 N/A PC General Support 75000 Metacomet Land Trust PO Box 231 Franklin MA 020380231 N/A PC General Support 1000 Monterey Bay Aquarium 886 Cannery Row Monterey CA 93940 N/A PC General Support 1000 Multiplying Good Inc 15 W 38th Street Suite 1210 New York NY 100180000 N/A PC General Support 1500 N of One 6060 North Central Expressway Suite 500 Dallas TX 752060000 N/A PC General Support 25000 NAACP Legal Defense & Educational Fund 40 Rector Street 5th Floor New York NY 10006 N/A PC General Support 300 National Audubon Society Inc 225 Varick Street 7th Floor New York NY 10014 N/A PC Richardson Bay Audubon Center & Sanctuary 1000 National Military Family Association 2800 Eisenhower Avenue Number 250 Alexandria VA 223145204 N/A PC General Support 1000 National Redistricting Foundation 700 13th Street NW Suite 600 Washington DC 200055998 N/A PC General Support 2500 Natural Resources Defense Council Inc 40 West 20th Street New York NY 10011 N/A PC General Support 2500 New Jersey Conservation Foundation 170 Longview Road Far Hills NJ 079312623 N/A PC General Support 2000 New Orleans Women and Children's Shelter 2020 South Liberty Street New Orleans LA 70113 N/A PC General Support 1000 New Profit Inc 225 Franklin Street Suite 350 Boston MA 02110 N/A PC General Support 200000 New York Harbor School 550 Short Avenue New York NY 10004 N/A GOV General Support 50500 Northampton Survival Center Inc 265 Prospect Street Northampton NY 010602126 N/A PC General Support 500 Old Presbyterian Meeting House 323 S Fairfax Street Alexandria VA 22314 N/A PC Meeting House Cooperative Preschool 2500 Our Lady of Graces St John the Baptist RC Church New York NY 100010000 N/A PC General Support 10000 Pancreatic Cancer Action Network 1500 Rosecrans Avenue Suite 200 Manhattan Beach CA 902663721 N/A PC General Support 75000 Parent Association of PS 139 330 Rugby Road Brooklyn NY 11226 N/A PC General Support 1000 Partners Healthcare System Inc 399 Revolution Drive Suite 645 Somerville MA 02145 N/A PC Massachusetts General Hospital 1006450 PeerForward 1140 3rd Street NE Suite 320 Washington DC 20002 N/A PC General Support 100000 Polk County Bully Project 2856 Carrie Lane Lakeland FL 33812 N/A PC General Support 1000 Polk Training Center PO Box 1345 Lake Alfred FL 338501345 N/A PC General Support 1000 Polus Center for Social and Economic Development PO Box 773 Petersham MA 013660773 N/A PC General Support 1000 PowerMyLearning Inc 520 8th Avenue New York NY 100186507 N/A PC General Support 25000 Prime Coalition 625 Massachusetts Avenue 2nd Floor Cambridge MA 021393357 N/A PC General Support 100000 Project Drawdown 3450 Sacramento Street San Francisco CA 941181914 N/A PC General Support 25000 Rare 1310 North Courthouse Road Suite 110 Arlington VA 222012508 N/A PC General Support 100000 Reading Clergy Association 300 Haverhill Street Reading MA 018671810 N/A PC General Support 1000 Renewed Life in Jesus Church Route 103 Chester VT 05143 N/A PC General Support 500 Rosemarie's Rescue Ranch PO Box 3191 West Caldwell NJ 07006 N/A PC General Support 500 Rudolf Steiner Foundation Inc (dba RSF Social Finance) 1002A OReilly Avenue San Francisco CA 941291101 N/A PC General Support 100000 Sandy Hook Promise Foundation PO Box 3489 Newtown CT 064703489 N/A PC General Support 2500 SCAN of Northern Virginia Inc 205 S Whiting Street Suite 205 Alexandria VA 223043632 N/A PC General Support 3500 Scituate Community Christmas Inc 125 Mann Lot Road Scituate MA 020661827 N/A PC General Support 2000 Scituate Education Foundation PO Box 58 Scituate MA 020660058 N/A PC General Support 1000 Sky's the Limit Fund 510A Valley Way Milpitas CA 95035 N/A PC General Support 500 Solon Center for Research and Publishing PO Box 311 Solon ME 04979 N/A PC Elected Officials to Protect America 25000 Southern Poverty Law Center Inc PO Box 548 Montgomery AL 36104 N/A PC General Support 1000 Sports Humanitarian Group Inc (dba Right to Play) 26 Broadway Suite 365 New York NY 10004 N/A PC General Support 100000 St John's Church PO Box 1084 Pawcatuck CT 06379 N/A PC General Support 72000 St Joseph Hospice Foundation 17732 Highland Road Suite G Box 24 Baton Rouge LA 70810 N/A PC General Support 5000 St Jude Children's Research Hospital 262 Danny Thomas Place Memphis TN 381053678 N/A PC General Support 1000 St Patrick's Episcopal Day School 1 Church Road Thousand Oaks CA 91362 N/A PC General Support 35000 Stamford Education 4 Autism 108 Doolittle Road Stamford CT 06902 N/A PC General Support 1000 Tauxemont Cooperative Preschool Inc 7719 Fort Hunt Road Alexandria VA 223081028 N/A PC General Support 1500 The Breast Cancer Research Foundation 28 West 44th Street Suite 609 New York NY 100367422 N/A PC General Support 50000 The CO-OP School 87 Irving Place Brooklyn NY 112382513 N/A PC General Support 2500 The Courageous Parents Network Inc 21 Rochester Road Newton MA 024582517 N/A PC General Support 2500 The Environmental and Energy Study Institute 1020 19th Street NW Suite 650 Washington DC 200366119 N/A PC General Support 10000 The Family Literacy Academy at Lake Wales 31 Oak Street Babson Park FL 338279667 N/A PC General Support 4000 The Friends of PS 217 26 Broadway Suite 1900 New York NY 100041703 N/A PC General Support 1000 The Greater Boston Food Bank Inc 70 South Bay Avenue Boston MA 02118 N/A PC General Support 2500 The Lighthouse Works PO Box 385 Fishers Island NY 063900301 N/A PC General Support 70000 The Match Foundation Inc 215 Forest Hills Street Jamaica Plain MA 02130 N/A PC General Support 50000 The Nature Conservancy 4245 North Fairfax Drive Arlington VA 222031606 N/A PC General Support 150000 The New School of Lancaster 935 Columbia Avenue Lancaster PA 176033128 N/A PC General Support 27500 The New York Community Trust 909 Third Avenue 22nd Floor New York NY 10022 N/A PC Long Island Sound Community Foundation Stewardship Fund 30000 The Phelps Association PO Box 202047 New Haven CT 065202047 N/A PC General Support 1000 The Red Sox Foundation Inc 4 Jersey Street Boston MA 022154148 N/A PC General Support 25000 Trinity Boston Foundation Inc (aka Trinity Boston Connects) C/O Trinity Church 206 Clarendon Street Boston MA 02116 N/A PC General Support 1000 Trinity Church Boston 206 Clarendon Street Boston MA 02116 N/A PC General Support 2500 Union Chapel 821 Crescent Avenue Fishers Island NY 06390 N/A PC General Support 52000 University of Louisville Foundation Inc 215 Central Avenue Suite 212 Louisville KY 40208 N/A PC Christina Lee Brown Environmental Institute 25000 Unquowa School Association Inc 981 Stratfield Road Fairfield CT 068251655 N/A PC General Support 10000 UP Education Network 90 Canal Street Suite 600 Boston MA 021142022 N/A PC General Support 50000 USMMA Sailing Foundation Inc 11055 6th Street East Treasurer Island FL 33706 N/A PC General Support 5000 Vieques Humane Society & Animal Rescue Inc PO Box 1399 Vieques PR 00765 N/A PC General Support 2500 ViequesLove PO Box 266 Vieques PR 007650266 N/A PC General Support 15000 Walsh Park Benevolent Corporation PO Box 684 Fishers Island NY 06390 N/A PC General Support 100000 We the Protesters 10 Liberty Street Suite 38D New York NY 10005 N/A PC Campaign Zero 5000 Winchester Hospital Foundation 41 Highland Avenue Winchester MA 018901446 N/A SO I General Support 10000 Women Deliver 588 Broadway New York NY 10012 N/A PC General Support 2500 Wonderbagorg 2 Starboard Court Mill Valley CA 94941 N/A PC General Support 34000 World Savvy 600 California Street 11th Floor San Francisco CA 941082727 N/A PC General Support 6000 Yale University PO Box 208239 New Haven CT 065208239 N/A PC Yale Sailing Associates 5000 Year Up 45 Milk Street 9th Floor Boston MA 02110 N/A PC General Support 100000 Yellowhammer Fund PO Box 1565 Tuscaloosa AL 354031565 N/A PC General Support 1000 5876950 0 14 458640 18 15426199 Partnership Interests 523000 9496 14 225094 9496 16109933 0 16119429 0 0 0 0 0 0 0 0 0 0 X X 1 Henry A McCance PO Box 832 Lake Wales FL 338590832 10491301 X 1 Various Publicly Traded Securities 10491301 2020-12-21 Tax Preparation Fees 11500 5750 5750 Software 2017-06-19 12448 10373 SL 3.000000000000 2075 0 Software 2018-06-13 6180 3262 SL 3.000000000000 2060 0 Computer 2018-01-26 1787 685 SL 5.000000000000 357 0 Software 2019-05-08 6365 1414 SL 3.000000000000 2122 0 Software 2020-05-05 5573 SL 3.000000000000 1238 0 158935.754 shs Doubleline Total Return Bond Fund 1700613 1700613 74624.010 shs Fidelity Cons Income Bond-IS 750718 750718 59025.612 shs Guggenheim-Total Return Bond-IS 1753061 1753061 77173.178 shs Pimco Short-Term Fund INSTL 758612 758612 19971.000 shs Vanguard Short-Term Tips 1020518 1020518 19293.000 shs iShares MSCI EAFE ETF 1407617 1407617 2353.000 shs iShares Russell 3000 ETF 526013 526013 20072.000 shs Schwab US Broad Market ETF 1826351 1826351 30074.000 shs Schwab INTL Equity ETF 1082965 1082965 72039.000 shs Vanguard FTSE Developed Markets ETF 3400961 3400961 36737.000 shs Vanguard FTSE Emerging Markets ETF 1840891 1840891 18812.000 shs Vanguard Total Stock Market ETF 3661568 3661568 15927 shs Facebook Inc. 4350619 4350619 13596 shs Palo Alto Networks Inc. 4831882 4831882 3355 shs Servicenow Inc. 1846693 1846693 13940 shs Stryker Corp 3415858 3415858 4647 shs Vertex Pharmaceuticals Inc. 1098272 1098272 19392 shs Workday Inc. - Class A 4646517 4646517 2414917 2414917 0 0 Greylock XI Limited Partnership FMV 16381 16381 GreyLock XII-A Limited Partnership FMV 148668 148668 Greylock XIV-A Limited Partnership FMV 775383 775383 Greylock 15 Limited Partnership FMV 570904 570904 Greylock 16 Limited Partnership FMV 364819 364819 SCS US Equity Fund LLC FMV 6336600 6336600 Bain Capital Europe Fund IV FMV 334681 334681 Hedged Equity Offshore, Ltd FMV 10203493 10203493 SCS Multi-Sector Credit-Offshore, Ltd FMV 4119227 4119227 Private Equity VII Offshore, L.P. FMV 87005 87005 Private Equity IV Offshore, L.P. FMV 4660023 4660023 Private Equity VI Offshore, LP FMV 1704680 1704680 Private Co-Invest Opp Offshore, LP FMV 576947 576947 Absolute Return Strategies Offshore FMV 4997185 4997185 Computer Equipment & Software 32353 23586 8767 8767 Unrealized Adjustment on Donated Securities 10491302 Office Expenses 6725 0 6725 Payroll Processing Fees 1729 0 1729 Information Technology 1796 0 1796 Passthrough Investment Expenses 101369 101369 0 Mass PC Filing Fees 250 0 250 Insurance 4645 0 4645 Partnership Interests 234590 225094 234590 Unrealized Gain on Investments 2411593 Investment Management Fees 225899 225899 0 Consulting Fees 87496 0 87496 Federal Excise Taxes 125000 0 0 Foreign Tax Expense 16269 16269 0 State UBI Tax 11 0 0