LYNCH FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LYNCH FOUNDATION (EIN 04-3017940)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-14
- IRS object ID
- 202111659349100971
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees 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 | 2021-06-14T16:20:54-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | 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 | 043017940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LYNCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYNC | BusinessNameControlTxt |
| Phone | 6176391280 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 STATE ST NO 404 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN EVERETT | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6176391280 | PhoneNum |
| Signature | 2021-06-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHRYN | PersonFirstNm |
| Person Last | EVERETT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID KELLEHER CPA | PreparerPersonNm |
| PTIN | P01059560 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2021-05-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $145,946,715 | 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 |
| Dividends Rev And Expnss | $660,756 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $660,756 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,655,009 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $132,313,707 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,655,009 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $5,000 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $5,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,320,765 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,315,765 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,000 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $518,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $518,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $309,694 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $102,746 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $206,948 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $154,709 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,826 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $68,571 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,191 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,191 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $53,684 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $53,684 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $784,978 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $694,473 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $116,259 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $546,702 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,934 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $34,816 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $70,213 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $77,064 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,860 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,860 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $73,626 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $65,725 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,524,657 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $814,979 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,154,118 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,968,220 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,968,220 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,492,877 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $814,979 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,122,338 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,172,112 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,500,786 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,055,102 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,379,767 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,379,767 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $50,630 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $21,499 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $21,499 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $89,423,441 | CorporateStockBOYAmt |
| Corporate Stock EOY | $78,604,145 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $78,604,145 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,100,825 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $55,941,304 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $55,941,304 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $121,629,998 | TotalAssetsBOYAmt |
| Total Assets EOY | $145,946,715 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $145,946,715 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $55,854 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $111,313 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $231,192 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $434,342 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $287,046 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $545,655 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $121,342,952 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $145,401,060 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $121,342,952 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $145,401,060 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $121,629,998 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $145,946,715 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $121,342,952 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,172,112 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,230,220 | OtherIncreasesAmt |
| Subtotal | $145,401,060 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $145,401,060 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $132,313,707 | GrossSalesPriceAmt |
| Cost Or Other Basis | $125,658,698 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,655,009 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,655,009 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,655,009 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $90,361 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $90,361 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $90,361 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $209,131 | 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 | $209,131 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $574 | EsPenaltyAmt |
| Overpayment | $118,196 | OverpaymentAmt |
| Applied To ES Tax | $118,196 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 0 | 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 | THELYNCHFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | KATHRYN EVERETT EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 6176391280 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 STATE ST STE 404 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| PETER S LYNCH | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | PRESIDENT AND CHAIRMAN | 1.00 | $0 | $0 | $0 |
| RICHARD SPILLANE | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TREASURER | 1.00 | $0 | $0 | $0 |
| ELIZABETH DE MONTRICHARD | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | SECRETARY | 1.00 | $0 | $0 | $0 |
| NANCY COOLIDGE | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RALPH C SWEETLAND MD | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANNIE LUKOWSKI | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARY WITKOWSKI | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JACK REGAN | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATHRYN M EVERETT | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | EXECUTIVE DIRECTOR | 40.00 | $518,000 | $78,332 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| VICTORIA PRUDDEN | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | VP OF PROGRAMS | 40.00 | $128,000 | $31,742 | $0 |
| DAVID BADEAU | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | RESEARCH ANALYST | 20.00 | $102,746 | $12,826 | $0 |
| NINA MOE | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | GRANTS, DATA, FINANC | 40.00 | $76,947 | $17,016 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $97,146,513 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,312,784 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $21,499 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $121,480,796 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $121,480,796 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,822,212 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $119,658,584 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,982,929 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,982,929 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $90,361 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $90,361 | TotalTaxAmt |
| Distributable Before Adj | $5,892,568 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,897,568 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,897,568 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,122,338 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,122,338 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,122,338 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,897,568 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,106,751 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,351,476 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,341,315 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,920,720 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,227,134 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,947,396 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,122,338 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,897,568 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,224,770 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,172,166 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,106,751 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,065,415 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,351,476 | ExcessFromYear4Amt |
| Excess From Year3 | $3,341,315 | ExcessFromYear3Amt |
| Excess From Year2 | $2,920,720 | ExcessFromYear2Amt |
| Excess From Year1 | $3,227,134 | ExcessFromYear1Amt |
| Excess From Current Year | $3,224,770 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER S LYNCH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHRYN M EVERETT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 STATE ST STE 404 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6176391280 | RecipientPhoneNum |
| Form And Info And Materials | ALL REQUESTS ARE SUBMITTED ELECTRONICALLY THROUGH THE LYNCH FOUNDATION WEBSITE: WWW.THELYNCHFOUNDATION.COM. APPLICANTS SHOULD FILL OUT THE CONCEPT PAPER WHICH INCLUDES INFORMATION ABOUT THE ORGANIZATION, DESCRIPTION OF REQUEST AND OBJECTIVES OF THEIR REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE CONCEPT PAPERS ARE REVIEWED ON A ROLLING PROCESS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST BE A 501(C)(3) ORGANIZATION THAT PERFORMS WORK PRIMARILY IN MASSACHUSETTS AND BE UNDER THE GIVING GUIDELINES OF EDUCATION; CULTURE AND HISTORIC PRESERVATION; HEALTH CARE AND WELLNESS; AND RELIGIOUS AND EDUCATIONAL EFFORTS OF THE ROMAN CATHOLIC CHURCH. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACTION FOR BOSTON COMMUNITY DEVELOPMENT | ||||||
| 178 TREMONT STREET | BOSTON | MA | 02111 | NC | OSTIGUY HIGH SCHOOL PREVENTION PILOT PROGRAM | $100,000 |
| ADOPT-A-STUDENT FOUNDATION | ||||||
| 82 DEVONSHIRE ST R7E | BOSTON | MA | 02109 | NC | SCHOLARSHIP SUPPORT | $50,000 |
| AMERICAN FEDERATION FOR CHILDREN | ||||||
| 1020 19TH ST NW SUITE 675 | WASHINGTON | DC | 20036 | NC | GENERAL OPERATING SUPPORT | $50,000 |
| ARCHDIOCESE OF BOSTON | ||||||
| 2121 COMMONWEALTH AVENUE | BRIGHTON | MA | 02135 | NC | CARDINAL'S APPEAL | $50,000 |
| ARCHDIOCESE OF BOSTON | ||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | NC | MARKETING AND COMMUNICATIONS BOSTON CATHOLIC SCHOOLS | $37,000 |
| ARTISTS FOR HUMANITY | ||||||
| 100 W2NS ST | BOSTON | MA | 02127 | NC | COVID-19 EMERGENCY RELIEF FUNDING | $50,000 |
| BOSTON CELTICS SHAMROCK FOUNDATION | ||||||
| 226 CAUSEWAY ST 4TH FLOOR | BOSTON | MA | 02114 | NC | BOSTON CELTICS UNITED FOR SOCIAL JUSTICE INITIATIVE | $100,000 |
| BOSTON COLLEGE POPS ON THE HEIGHTS | ||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NC | SCHOLARSHIP SUPPORT | $25,000 |
| BOSTON COLLEGE WALL ST COUNCIL | ||||||
| 141 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NC | SCHOLARSHIP SUPPORT | $25,000 |
| BOSTON PARKS AND RECREATION DEPARTMENTS | ||||||
| 46 WALTHAM ST 2A | BOSTON | MA | 02118 | NC | BOSTON COMMON TREE LIGHTING | $10,000 |
| BOSTON RESILIENCY FUND | ||||||
| 1 CITY HALL SQ SUITE 500 | BOSTON | MA | 02201 | NC | COVID-19 EMERGENCY RELIEF FUNDING | $250,000 |
| BOSTON SCHOOLS FUND | ||||||
| 31 HEATH STREET | BOSTON | MA | 02130 | NC | GENERAL OPERATING SUPPORT | $100,000 |
| BOYS AND GIRLS CLUBS OF BOSTON | ||||||
| 50 CONGRESS STREET SUITE 730 | BOSTON | MA | 02109 | NC | COVID-19 EMERGENCY RELIEF FUNDING | $7,250 |
| CAMBRIDGE COLLEGE | ||||||
| 500 RUTHERFORD AVE | BOSTON | MA | 02129 | NC | SCHOLARSHIP SUPPORT | $249,892 |
| CAMP HARBOR VIEW | ||||||
| 200 CLARENDON STREET | BOSTON | MA | 02116 | NC | GENERAL OPERATING SUPPORT | $50,000 |
| CARDINAL CUSHING CENTERS | ||||||
| 405 WASHINGTON ST | HANOVER | MA | 02339 | NC | CAPITAL CAMPAIGN | $100,000 |
| CATHOLIC CHARITIES | ||||||
| 75 KNEELAND ST 8TH FLOOR | BOSTON | MA | 02111 | NC | GENERAL OPERATING SUPPORT | $50,000 |
| CATHOLIC RELIEF SERVICES | ||||||
| 228 W LEXINGTON STREET | BALTIMORE | MD | 21201 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| CATHOLIC SCHOOLS FOUNDATION | ||||||
| 67 BATTERYMARCH STREET 6TH FLOOR | BOSTON | MA | 02110 | NC | ENDOWMENT SUPPORT | $1,712,789 |
| CROSSROADS | ||||||
| 119 MYRTLE STREET | DUXBURY | MA | 02332 | NC | PROGRAM EXPANSION | $25,000 |
| EAST BOSTON CENTRAL CATHOLIC | ||||||
| 69 LONDON ST | EAST BOSTON | MA | 02128 | NC | EARLY CHILDHOOD PROGRAM | $12,537 |
| EDNAVIGATOR | ||||||
| 646 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | NC | GENERAL OPERATING SUPPORT | $50,000 |
| EDUCATION PIONEERS | ||||||
| 76 CANAL STREET | BOSTON | MA | 02114 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| FACE FOUNDATION TO ADVANCE CATHOLIC EDUCATION | ||||||
| 450 HIGHLAND AVENUE | FALL RIVER | MA | 02720 | NC | SCHOLARSHIP SUPPORT | $10,000 |
| FACING HISTORY & OURSELVES | ||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NC | GENERAL OPERATING SUPPORT | $5,000 |
| FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS | ||||||
| 603 PARK POINT DRIVE | GOLDEN | CO | 80401 | NC | GENERAL OPERATING SUPPORT | $50,000 |
| FIDELITY CHARITABLE | ||||||
| 200 SEAPORT BLVD NCW4B | BOSTON | MA | 02210 | NC | DISCRETIONARY GRANTS | $100,000 |
| FIRST TEACHER | ||||||
| 221 BLUE HILL AVENUE | ROXBURY | MA | 02119 | NC | CAPACITY BUILDING | $25,000 |
| FONTBONNE THE EARLY COLLEGE OF BOSTON | ||||||
| 930 BROOK RD | MILTON | MA | 02186 | NC | ENROLLMENT, MARKETING, AND FUNDRAISING SUPPORT | $67,057 |
| FRIENDS OF THE PUBLIC GARDEN | ||||||
| 69 BEACON STREET | BOSTON | MA | 02108 | NC | ENDOWMENT SUPPORT | $50,000 |
| GREGORIAN UNIVERSITY FOUNDATION | ||||||
| 3220 N STREET NW 201 | WASHINGTON | DC | 20007 | NC | GENERAL OPERATING SUPPORT | $15,000 |
| HARVARD COLLEGE | ||||||
| 86 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NC | SCHOLARSHIP SUPPORT | $20,000 |
| HARVARD MEDICAL SCHOOL | ||||||
| 401 PARK DRIVE SUITE 22W | BOSTON | MA | 02215 | NC | LYNCH SYSTEMS BIOLOGY SCHOLARS | $75,000 |
| HISTORIC NEW ENGLAND | ||||||
| 141 CAMBRIDGE ST | BOSTON | MA | 02114 | NC | GENERAL OPERATING SUPPORT | $10,000 |
| HOLY NAME | ||||||
| 535 W ROXBURY PKWY | WEST ROXBURY | MA | 02132 | NC | EARLY CHILDHOOD PROGRAM | $15,537 |
| HOMESTART | ||||||
| 105 CHAUNCY ST 502 | BOSTON | MA | 02111 | NC | PROGRAM EXPANSION | $525,000 |
| I2 LEARNING FOUNDATION | ||||||
| 610 WEST END AVE | NEW YORK | NY | 10024 | NC | BOSTON & MASSACHUSETTS STEM WEEK | $25,000 |
| INNERCITY WEIGHTLIFTING | ||||||
| PO BOX 171313 | BOSTON | MA | 02117 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| INQUILINOS BORICUAS EN ACCION | ||||||
| 405 SHAWMUT AVE | BOSTON | MA | 02118 | NC | GENERAL OPERATING SUPPORT | $10,000 |
| LATINOS FOR EDUCATION | ||||||
| PO BOX 27 | BELMONT | MA | 02478 | NC | GENERAL OPERATING SUPPORT | $10,000 |
| LAWRENCE CATHOLIC ACADEMY | ||||||
| 101 PARKER ST | LAWRENCE | MA | 01843 | NC | EARLY CHILDHOOD PROGRAM | $15,187 |
| LYNCH LEADERSHIP ACADEMY | ||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NC | GENERAL OPERATING SUPPORT | $858,542 |
| MASSACHUSETTS COVID RELIEF FUND | ||||||
| 24 BEACON ST | BOSTON | MA | 02133 | NC | COVID-19 EMERGENCY RELIEF FUNDING | $250,000 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NC | COURAGEOUS KIDS PROGRAM | $64,543 |
| MENTOR NATIONAL MENTORING PARTNERSHIP | ||||||
| 201 SOUTH STREET 6TH FLOOR | BOSTON | MA | 02111 | NC | GENERAL OPERATING SUPPORT | $25,075 |
| MISSION GRAMMAR SCHOOL | ||||||
| 94 ALPHONSUS STREET | BOSTON | MA | 02120 | NC | EARLY CHILDHOOD PROGRAM | $3,000 |
| MUSEUM OF FINE ARTS | ||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NC | CENTER FOR NETHERLANDISH ART ENDOWMENT | $50,000 |
| MUSEUM OF SCIENCE | ||||||
| SCIENCE PARK | BOSTON | MA | 02115 | NC | EIE PROGRAM SUPPORT FOR BOSTON CATHOLIC SCHOOLS | $66,941 |
| MY BROTHER'S KEEPER | ||||||
| PO BOX 338 | EASTON | MA | 02356 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| NEIGHBORHOOD NETWORK CENTER | ||||||
| 434 WARREN ST | BOSTON | MA | 02121 | NC | GENERAL OPERATING SUPPORT | $5,000 |
| NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY | ||||||
| 101 NEWBURY STREET | BOSTON | MA | 02116 | NC | CAROLYN LYNCH GARDEN ENDOWMENT | $50,000 |
| NOTRE DAME ACADEMY | ||||||
| 1073 MAIN STREET | HINGHAM | MA | 02043 | NC | ENROLLMENT, MARKETING, AND FUNDRAISING SUPPORT | $67,057 |
| OUR CONNECTED COMMUNITY | ||||||
| 33 BRADFORD STREET | CONCORD | MA | 01742 | NC | BOSTON PUBLIC SCHOOLS PILOT INITIATIVE | $20,000 |
| PARTNERS IN HEALTH | ||||||
| 888 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| PHILANTHROPY MA TRAUMA & RESILIENCE FUND | ||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | NC | TRAUMA & RESILIENCE FUND | $10,000 |
| PHILANTHROPY ROUNDTABLE | ||||||
| 1150 17TH STREET NW SUITE 503 | WASHINGTON | DC | 20036 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| PINE STREET INN | ||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NC | CAPITAL CAMPAIGN | $250,000 |
| PIONEER INSTITUTE | ||||||
| 85 DEVONSHIRE ST 8TH FL | BOSTON | MA | 02109 | NC | GENERAL OPERATING SUPPORT | $50,000 |
| POSSE FOUNDATION BOSTON | ||||||
| 45 FRANKLIN STREET | BOSTON | MA | 02110 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| RED SOX FOUNDATION | ||||||
| 4 YAWKEY WAY | BOSTON | MA | 02215 | NC | RED SOX SCHOLARS PROGRAM | $25,000 |
| RENEW INTERNATIONAL | ||||||
| 1232 GEORGE STREET | PLAINFIELD | NJ | 07062 | NC | ENDOWMENT SUPPORT AND PROGRAM EXPANSION | $200,000 |
| SACRED HEART SCHOOL LYNN | ||||||
| 571 BOSTON ST | LYNN | MA | 01905 | NC | EARLY CHILDHOOD PROGRAM | $16,937 |
| SACRED HEART SCHOOL ROSLINDALE | ||||||
| 1035 CANTERBURY STREET | ROSLINDALE | MA | 02131 | NC | EARLY CHILDHOOD PROGRAM | $12,537 |
| SAINT JOHN PAUL II CATHOLIC ACADEMY | ||||||
| 2200 DORCHESTER AVENUE | DORCHESTER | MA | 02124 | NC | EARLY CHILDHOOD PROGRAM | $41,610 |
| SCHOLAR ATHLETES | ||||||
| 57 MAGAZINE ST | ROXBURY | MA | 02119 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| SOCIEDAD LATINA | ||||||
| 1530 TREMONT STREET | ROXBURY | MA | 02120 | NC | GENERAL OPERATING SUPPORT | $50,000 |
| SOUTH BOSTON CATHOLIC ACADEMY | ||||||
| 866 EAST BROADWAY | BOSTON | MA | 02127 | NC | EARLY CHILDHOOD PROGRAM | $86,886 |
| ST AGATHA SCHOOL | ||||||
| 440 ADAMS STREET | MILTON | MA | 02186 | NC | EARLY CHILDHOOD PROGRAM | $15,737 |
| ST AGNES SCHOOL | ||||||
| 39 MEDFORD ST | ARLINGTON | MA | 02474 | NC | EARLY CHILDHOOD PROGRAM | $34,137 |
| ST JOHN SCHOOL | ||||||
| 9 MOON STREET | BOSTON | MA | 02113 | NC | EARLY CHILDHOOD PROGRAM | $12,536 |
| ST MARY OF THE HILLS | ||||||
| 250 BROOK RD | MILTON | MA | 02186 | NC | EARLY CHILDHOOD PROGRAM | $18,636 |
| ST PATRICK SCHOOL | ||||||
| 131 MT PLEASANT AVE | ROXBURY | MA | 02119 | NC | EARLY CHILDHOOD PROGRAM | $4,300 |
| ST PIUS V SCHOOL | ||||||
| 28 BOWLER STL | LYNN | MA | 01904 | NC | EARLY CHILDHOOD PROGRAM | $13,936 |
| ST THERESA OF AVILA SCHOOL | ||||||
| 3840 WASHINGTON ST SUITE 2 | JAMAICA PLAIN | MA | 02130 | NC | EARLY CHILDHOOD PROGRAM | $39,036 |
| SUMMER SEARCH BOSTON | ||||||
| 500 ARMORY STREET | JAMAICA PLAIN | MA | 02130 | NC | GENERAL OPERATING SUPPORT | $5,000 |
| TEACH FOR AMERICA MASSACHUSETTS | ||||||
| 60 CANAL STREET 3RD FLOOR | BOSTON | MA | 02114 | NC | PROGRAM EXPANSION | $100,000 |
| THE BASEBALL INC | ||||||
| 150 SHIRLEY ST | BOSTON | MA | 02119 | NC | GENERAL OPERATING SUPPORT | $85,000 |
| THE BRIDGESPAN GROUP | ||||||
| 2 COPLEY PLACE 7TH FLOOR | BOSTON | MA | 02116 | NC | LEADING FOR IMPACT BOSTON PROGRAM | $100,000 |
| THE CENTER FOR EARLY EDUCATION | ||||||
| 563 N ALFRED ST | WEST HOLLYWOOD | CA | 90048 | NC | CAPITAL CAMPAIGN | $100,000 |
| THE LEADERSHIP ROUNDTABLE | ||||||
| 415 MICHIGAN AVE NE SUITE 275 | WASHINGTON | DC | 20017 | NC | GENERAL OPERATING SUPPORT | $100,000 |
| THE PHOENIX | ||||||
| 54 NEWMARKET SQUARE | BOSTON | MA | 02118 | NC | GENERAL OPERATING SUPPORT | $50,000 |
| THE UNUSUAL SUSPECTS | ||||||
| 3719 VERDUGO RD | LOS ANGELES | CA | 90065 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| THE URBAN CATHOLIC TEACHER CORPS | ||||||
| 25 LAWRENCE AVENUE | CHESTNUT HILL | MA | 02467 | NC | GENERAL OPERATING SUPPORT | $50,000 |
| THE YW | ||||||
| 40 BERKELEY ST | BOSTON | MA | 02116 | NC | GENERAL OPERATING SUPPORT | $55,000 |
| TRUSTEES OF RESERVATIONS | ||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | NC | BOSTON ONE WATERFRONT INITIATIVE | $200,000 |
| UNION CAPITAL BOSTON | ||||||
| 1544 COLUMBUS AVE | BOSTON | MA | 02119 | NC | PROGRAM EXPANSION | $25,000 |
| URSULINE ACADEMY | ||||||
| 85 LOWDER STREET | DEDHAM | MA | 02026 | NC | ENROLLMENT, MARKETING, AND FUNDRAISING SUPPORT | $67,057 |
| WGBH | ||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NC | NOVA PROGRAM SUPPORT | $25,000 |
| YMCA OF GREATER BOSTON | ||||||
| 316 HUNTINGTON AVE | BOSTON | MA | 02115 | NC | COVID-19 EMERGENCY RELIEF FUNDING | $50,000 |
| YMCA OF GREATER BOSTON | ||||||
| 316 HUNTINGTON AVE | BOSTON | MA | 02115 | NC | METCO PARTNERSHIP | $85,000 |
| YMCA OF GREATER BOSTON | ||||||
| 316 HUNTINGTON AVE | BOSTON | MA | 02115 | NC | COMMUNITY LEARNING COLLABORATIVE | $172,468 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,968,220 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $660,756 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,655,009 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT FUNDS | Desc |
| Related Or Exempt Function Incm | $5,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,315,765 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,320,765 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | EXCESS FUNDS RETURNED FROM A GRANT PREVIOUSLY PAID OUT | RelationshipStatementTxt |
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 | CategoryTxt |
| Amt | $53,684 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $53,684 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $78,604,145 | EOYBookValueAmt |
| EOYFMV | $78,604,145 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRIVATE EQUITY INVESTMENTS | FMV | $5,659,674 | $5,659,674 |
| EQUITY FUND INVESTMENT | FMV | $50,281,630 | $50,281,630 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $5,191 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,191 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP | $6,338 | $0 | $6,338 |
| OFFICE EXPENSES | $67,288 | $0 | $59,387 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT FUNDS | Desc |
| Revenue And Expenses Per Books | $5,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $5,000 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $27,230,220 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED FEDERAL EXCISE TAX | $231,192 | $47,033 |
| DEFERRED FEDERAL EXCISE TAX | $0 | $387,309 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $694,473 | $694,473 | $0 |
| SOFTWARE | $16,818 | $0 | $17,285 |
| OTHER CONSULTANTS | $73,687 | $0 | $98,974 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $39,750 | $4,934 | $34,816 |
| FEDERAL EXCISE TAX | $506,952 | $0 | $0 |
Comments