LYNCH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LYNCH FOUNDATION (EIN 04-3017940)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-29
- IRS object ID
- 202021509349100602
- Schema version
- 2019v5.1
- 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 Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-29T07:47:34-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 STREET NO 402 | 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 | 2020-05-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID KELLEHER CPA | PreparerPersonNm |
| PTIN | P01059560 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2020-05-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $121,629,998 | 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 | $978,329 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $978,329 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,087,077 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $198,359,371 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,087,077 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,065,406 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,065,406 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $481,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $481,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $281,009 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $104,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $177,009 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $119,174 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $13,326 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $105,848 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $35,920 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $35,920 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $53,496 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $55,064 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $813,488 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $508,647 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $318,100 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $319,749 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,349 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $33,840 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $68,820 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $68,820 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $36,449 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,540 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $35,965 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $77,224 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $82,022 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,286,329 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $632,862 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,393,588 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,652,601 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,652,601 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,938,930 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $632,862 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,046,189 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,126,476 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,432,544 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,495,431 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,055,102 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,055,102 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $92,141 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $50,630 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $50,630 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $91,161,078 | CorporateStockBOYAmt |
| Corporate Stock EOY | $89,423,441 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $89,423,441 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,338,265 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,100,825 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,100,825 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $116,086,915 | TotalAssetsBOYAmt |
| Total Assets EOY | $121,629,998 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $121,629,998 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $76,535 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $55,854 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $231,192 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $76,535 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $287,046 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $116,010,380 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $121,342,952 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $116,010,380 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $121,342,952 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $116,086,915 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $121,629,998 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $116,010,380 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,126,476 | ExcessRevenueOverExpensesAmt |
| Other Increases | $206,096 | OtherIncreasesAmt |
| Subtotal | $121,342,952 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $121,342,952 | 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 | $198,359,371 | GrossSalesPriceAmt |
| Cost Or Other Basis | $184,272,294 | CostOrOtherBasisAmt |
| Gain Or Loss | $14,087,077 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $14,087,077 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,087,077 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,334,513 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $133,254,648 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070050 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,043,177 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $122,271,273 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.073960 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,712,890 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $107,238,745 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.081248 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,769,001 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $114,291,299 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.076725 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,651,184 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $122,043,958 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.079080 | DistributionYr5Rt |
| Total Distribution | 0.381063 | TotalDistributionRt |
| Average Distribution | 0.076213 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $122,154,117 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,309,732 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $144,325 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,454,057 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,046,189 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $288,651 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $288,651 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $288,651 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $276,086 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $276,086 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4,182 | EsPenaltyAmt |
| Tax Due | $16,747 | TaxDueAmt |
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 STREET SUITE 402 | 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 STREET SUITE 402 | BOSTON | MA | 02109 | PRESIDENT AND CHAIRMAN | 1.00 | $0 | $0 | $0 |
| RICHARD SPILLANE | ||||||||
| 109 STATE STREET SUITE 402 | BOSTON | MA | 02109 | TREASURER | 1.00 | $0 | $0 | $0 |
| ELIZABETH DE MONTRICHARD | ||||||||
| 109 STATE STREET SUITE 402 | BOSTON | MA | 02109 | SECRETARY | 1.00 | $0 | $0 | $0 |
| NANCY COOLIDGE | ||||||||
| 109 STATE STREET SUITE 402 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RALPH C SWEETLAND MD | ||||||||
| 109 STATE STREET SUITE 402 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANNIE LUKOWSKI | ||||||||
| 109 STATE STREET SUITE 402 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARY WITKOWSKI | ||||||||
| 109 STATE STREET SUITE 402 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JACK REGAN | ||||||||
| 109 STATE STREET SUITE 402 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATHRYN M EVERETT | ||||||||
| 109 STATE STREET SUITE 402 | BOSTON | MA | 02109 | EXECUTIVE DIRECTOR | 40.00 | $481,000 | $73,630 | $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 STREET SUITE 402 | BOSTON | MA | 02109 | VP OF PROGRAMS | 40.00 | $110,000 | $22,502 | $0 |
| DAVID BADEAU | ||||||||
| 109 STATE STREET SUITE 402 | BOSTON | MA | 02109 | RESEARCH ANALYST | 20.00 | $104,000 | $13,326 | $0 |
| KIM SHERIDAN | ||||||||
| 109 STATE STREET SUITE 402 | BOSTON | MA | 02109 | GRANTS AND OPERATION | 40.00 | $61,385 | $8,567 | $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 | $97,286,187 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,706,797 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $21,348 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $124,014,332 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $124,014,332 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,860,215 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $122,154,117 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,107,706 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,107,706 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $288,651 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $288,651 | TotalTaxAmt |
| Distributable Before Adj | $5,819,055 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,819,055 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,819,055 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,046,189 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,046,189 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,046,189 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,819,055 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,816,869 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,106,751 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,351,476 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,341,315 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,920,720 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,537,131 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,046,189 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,819,055 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,227,134 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,764,265 | 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 | $3,816,869 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,947,396 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,106,751 | ExcessFromYear4Amt |
| Excess From Year3 | $3,351,476 | ExcessFromYear3Amt |
| Excess From Year2 | $3,341,315 | ExcessFromYear2Amt |
| Excess From Year1 | $2,920,720 | ExcessFromYear1Amt |
| Excess From Current Year | $3,227,134 | 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 STREET SUITE 402 | 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 (104 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALMA DEL MAR | ||||||
| 515 BELLEVILLE AVE | NEW BEDFORD | MA | 02746 | NC | GENERAL OPERATING SUPPORT | $3,594 |
| AMERICAN IRELAND FUND | ||||||
| 10 POST OFFICE SQUARE | BOSTON | MA | 02109 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| ARCHDIOCESE OF BOSTON | ||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | NC | HIGH SCHOOL ENROLLMENT CAMPAIGN | $75,500 |
| ARLINGTON CATHOLIC HIGH SCHOOL | ||||||
| 16 MEDFORD ST | ARLINGTON | MA | 02474 | NC | ENROLLMENT, MARKETING, AND FUNDRAISING SUPPORT | $50,000 |
| BETHEL AME CHURCH | ||||||
| 40 WALK HILL STREET | JAMAICA PLAIN | MA | 02130 | NC | GENERAL OPERATING SUPPORT | $10,000 |
| BOSTON AFTER SCHOOL AND BEYOND | ||||||
| 15 STATE STREET 1100 | BOSTON | MA | 02109 | NC | BRIDGE BOSTON PROGRAM | $35,000 |
| BOSTON COLLEGE POPS ON THE HEIGHTS | ||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NC | SCHOLARSHIP SUPPORT | $25,000 |
| BOSTON HIGHER EDUCATION RESOURCE CENTER | ||||||
| 62 NORTHAMPTON ST | BOSTON | MA | 02118 | NC | PROGRAM SUPPORT | $50,000 |
| BOSTON PARKS AND REC DEPARTMENTS | ||||||
| 46 WALTHAM ST 2A | BOSTON | MA | 02118 | NC | BOSTON COMMON TREE LIGHTING | $10,000 |
| BOSTON PUBLIC SCHOOLS | ||||||
| 2300 WASHINGTON STREET | BOSTON | MA | 02119 | NC | GENERAL OPERATING SUPPORT | $4,667 |
| BOSTON SCHOOLS FUND | ||||||
| 31 HEATH STREET | BOSTON | MA | 02130 | NC | GENERAL OPERATING SUPPORT | $1,004,667 |
| BOSTON SYMPHONY ORCHESTRA | ||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| BOSTON YOUTH SANCTUARY | ||||||
| 2216 DORCHESTER AVENUE | DORCHESTER | MA | 02124 | NC | GENERAL OPERATING SUPPORT | $5,000 |
| BOYS AND GIRLS CLUBS OF BOSTON | ||||||
| 50 CONGRESS STREET SUITE 730 | BOSTON | MA | 02109 | NC | SHARED SPACE CLUBS | $50,000 |
| CAMP HARBOR VIEW | ||||||
| 200 CLARENDON STREET | BOSTON | MA | 02116 | NC | GENERAL OPERATING SUPPORT | $30,000 |
| CAMPAIGN FOR CATHOLIC SCHOOLS | ||||||
| 143 NEWBURY ST | BOSTON | MA | 02116 | NC | GENERAL OPERATING SUPPORT | $5,000 |
| CATHEDRAL HIGH SCHOOL | ||||||
| 74 UNION PARK ST | BOSTON | MA | 02118 | NC | ENROLLMENT, MARKETING, AND FUNDRAISING SUPPORT | $62,558 |
| 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 | $1,604,313 |
| CITY YEAR BOSTON | ||||||
| 285 COLUMBUS AVENUE | BOSTON | MA | 02116 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| COLLEGE BOUND DORCHESTER | ||||||
| 18 SAMOSET STREET | DORCHESTER | MA | 02124 | NC | PROGRAM EXPANSION | $125,000 |
| COMPASSIONATE CARE ALS | ||||||
| PO BOX 1052 | WEST FALMOUTH | MA | 02574 | NC | GENERAL OPERATING SUPPORT | $1,000 |
| COTTING SCHOOL | ||||||
| 453 CONCORD AVENUE | LEXINGTON | MA | 02421 | NC | CAPITAL SUPPORT | $50,000 |
| 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 | $5,372 |
| EDNAVIGATOR | ||||||
| 646 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | NC | PROGRAM EXPANSION | $50,000 |
| EDUCATION PIONEERS | ||||||
| 76 CANAL STREET | BOSTON | MA | 02114 | NC | PROGRAM EXPANSION | $25,000 |
| EDWARD M KENNEDY INSTITUTE | ||||||
| 210 MORRISSEY BLVD | BOSTON | MA | 02125 | NC | GENERAL OPERATING SUPPORT | $10,000 |
| ELIZABETH SETON RESIDENCE INC | ||||||
| 125 OAKLAND ST | WELLESLEY HILLS | MA | 02481 | NC | OVERHEAD LIFT SYSTEM | $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 | PROGRAM EXPANSION | $50,000 |
| FIDELITY CHARITABLE | ||||||
| 200 SEAPORT BLVD NCW4B | BOSTON | MA | 02210 | NC | DISCRETIONARY GRANTS | $100,000 |
| FIRST NIGHT | ||||||
| 88 BLACK FALCON AVE UNIT 202 | BOSTON | MA | 02210 | NC | GENERAL OPERATING SUPPORT | $5,000 |
| 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 | $50,000 |
| FRIENDS OF THE PUBLIC GARDEN | ||||||
| 69 BEACON STREET | BOSTON | MA | 02108 | NC | ENDOWMENT SUPPORT | $25,000 |
| GOSNOLD INC | ||||||
| 200 TER HEUN DRIVE | FALMOUTH | MA | 02540 | NC | GENERAL OPERATING SUPPORT | $50,000 |
| HARVARD MEDICAL SCHOOL | ||||||
| 401 PARK DRIVE SUITE 22W | BOSTON | MA | 02215 | NC | LYNCH SYSTEMS BIOLOGY SCHOLARS | $250,000 |
| HISTORIC DEERFIELD | ||||||
| 84B OLD MAIN ST | DEERFIELD | MA | 01342 | NC | ENDOWMENT SUPPORT | $25,000 |
| 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 | $15,472 |
| I2 LEARNING FOUNDATION | ||||||
| 610 WEST END AVE | NEW YORK | NY | 10024 | NC | BOSTON STEM WEEK | $25,000 |
| ICHOM | ||||||
| 399 BOYLSTON ST 6TH FLOOR | BOSTON | MA | 02116 | NC | GENERAL OPERATING SUPPORT | $100,000 |
| INNERCITY WEIGHTLIFTING | ||||||
| PO BOX 171313 | BOSTON | MA | 02117 | NC | GENERAL OPERATING | $4,666 |
| LATINOS FOR EDUCATION | ||||||
| PO BOX 27 | BELMONT | MA | 02478 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| LAWRENCE CATHOLIC ACADEMY | ||||||
| 101 PARKER ST | LAWRENCE | MA | 01843 | NC | EARLY CHILDHOOD PROGRAM | $84,632 |
| LYNCH LEADERSHIP ACADEMY | ||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NC | GENERAL OPERATING SUPPORT | $68,712 |
| MAINE HIGHLANDS SENIOR CENTER | ||||||
| 152 E MAIN STREET | DOVERFOXCROFT | ME | 04426 | NC | GENERAL OPERATING SUPPORT | $10,000 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NC | PACT PROGRAM | $125,000 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NC | COURAGEOUS KIDS PROGRAM | $94,185 |
| MBAE | ||||||
| 400 ATLANTIC AVE | BOSTON | MA | 02110 | NC | GENERAL OPERATING SUPPORT | $10,000 |
| MENTOR NATIONAL MENTORING PARTNERSHIP | ||||||
| 201 SOUTH STREET 6TH FLOOR | BOSTON | MA | 02111 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| MISSION GRAMMAR SCHOOL | ||||||
| 94 ST ALPHONSUS STREET | ROXBURY | MA | 02120 | NC | EARLY CHILDHOOD PROGRAM | $94,222 |
| MUSEUM OF FINE ARTS | ||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NC | CENTER FOR NETHERLANDISH ART | $50,000 |
| MUSEUM OF SCIENCE | ||||||
| SCIENCE PARK | BOSTON | MA | 02115 | NC | EIE PROGRAM FOR BOSTON CATHOLIC SCHOOLS | $69,565 |
| MY BROTHER'S KEEPER | ||||||
| PO BOX 338 | EASTON | MA | 02356 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| NASHOBA LEARNING GROUP INC | ||||||
| 10 OAK PARK DR | BEDFORD | MA | 01730 | NC | GENERAL OPERATING SUPPORT | $10,000 |
| NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY | ||||||
| 101 NEWBURY STREET | BOSTON | MA | 02116 | NC | CAROLYN LYNCH GARDEN | $50,000 |
| OUR CONNECTED COMMUNITY | ||||||
| 33 BRADFORD STREET | CONCORD | MA | 01742 | NC | BOSTON PUBLIC SCHOOLS PILOT INITIATIVE | $25,000 |
| PARTNERS IN HEALTH | ||||||
| 888 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| PEABODY ESSEX MUSEUM | ||||||
| 161 ESSEX STREET | SALEM | MA | 01970 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| PHILANTHROPY MA TRAUMA & RESILIENCE FUND | ||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | NC | PROFESSIONAL DEVELOPMENT | $10,000 |
| PHILANTHROPY MA | ||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | NC | BOSTON EDUCATION FUNDERS MEMBERSHIP | $500 |
| PHILANTHROPY ROUNDTABLE | ||||||
| 1150 17TH STREET NW SUITE 503 | WASHINGTON | DC | 20036 | NC | LYNCH FOUNDATION ENTREPRENEURIAL SPIRIT IN EDUCATION PRIZE | $70,000 |
| PIONEER INSTITUTE | ||||||
| 85 DEVONSHIRE ST 8TH FL | BOSTON | MA | 02109 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| PIVOT LEARNING | ||||||
| 500 12TH ST SUITE 350 | OAKLAND | CA | 94607 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| 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 |
| RODMAN RIDES FOR KIDS | ||||||
| 10 LINCOLN RD | FOXBORO | MA | 02035 | NC | GENERAL OPERATING SUPPORT | $10,000 |
| SACRED HEART SCHOOL LYNN | ||||||
| 571 BOSTON ST | LYNN | MA | 01905 | NC | EARLY CHILDHOOD PROGRAM | $90,028 |
| SACRED HEART SCHOOL ROSLINDALE | ||||||
| 1035 CANTERBURY STREET | ROSLINDALE | MA | 02131 | NC | EARLY CHILDHOOD PROGRAM | $18,072 |
| SAINT JOHN PAUL II CATHOLIC ACADEMY | ||||||
| 2200 DORCHESTER AVENUE | DORCHESTER | MA | 02124 | NC | EARLY CHILDHOOD PROGRAM | $55,239 |
| SCHOLAR ATHLETES | ||||||
| 57 MAGAZINE ST | ROXBURY | MA | 02119 | NC | GENERAL OPERATING SUPPORT | $50,000 |
| SCHOOLFACTS BOSTON | ||||||
| 1452 DORCHESTER AVE | DORCHESTER | MA | 02122 | NC | GENERAL OPERATING SUPPORT | $50,000 |
| SISTERS OF NOTRE DAME DE NAMUR | ||||||
| 30 JEFFREYS NECK RD | IPSWICH | MA | 01938 | NC | AFRICAN PHOTOVOLTAIC PROJECT | $300,000 |
| SOUTH BOSTON CATHOLIC ACADEMY | ||||||
| 866 EAST BROADWAY | BOSTON | MA | 02127 | NC | EARLY CHILDHOOD PROGRAM | $37,022 |
| SPECIAL OLYMPICS OF PENNSYLVANIA | ||||||
| 980 HARVEST DRIVE SUITE 203 | BLUE BELL | PA | 19422 | NC | MEMORIAL GIFT | $1,000 |
| ST AGATHA SCHOOL | ||||||
| 440 ADAMS STREET | MILTON | MA | 02186 | NC | EARLY CHILDHOOD PROGRAM | $35,123 |
| ST AGNES SCHOOL | ||||||
| 39 MEDFORD ST | ARLINGTON | MA | 02474 | NC | EARLY CHILDHOOD PROGRAM | $55,758 |
| ST JOHN SCHOOL | ||||||
| 9 MOON STREET | BOSTON | MA | 02113 | NC | EARLY CHILDHOOD PROGRAM | $1,500 |
| ST MARY OF THE HILLS | ||||||
| 250 BROOK RD | MILTON | MA | 02186 | NC | EARLY CHILDHOOD PROGRAM | $112,633 |
| ST MARY'S HIGH SCHOOL | ||||||
| 35 TREMONT ST 4491 | LYNN | MA | 01902 | NC | ENROLLMENT, MARKETING, AND FUNDRAISING SUPPORT | $50,000 |
| ST PATRICK SCHOOL | ||||||
| 131 MT PLEASANT AVE | ROXBURY | MA | 02119 | NC | EARLY CHILDHOOD PROGRAM | $38,972 |
| ST PIUS V SCHOOL | ||||||
| 28 BOWLER ST | LYNN | MA | 01904 | NC | EARLY CHILDHOOD PROGRAM | $66,657 |
| ST ROSE SCHOOL | ||||||
| 580 BROADWAY | CHELSEA | MA | 02150 | NC | EARLY CHILDHOOD PROGRAM | $10,172 |
| ST THERESA OF AVILA SCHOOL | ||||||
| 3840 WASHINGTON ST SUITE 2 | JAMAICA PLAIN | MA | 02130 | NC | EARLY CHILDHOOD PROGRAM | $80,300 |
| SUMMER SEARCH BOSTON | ||||||
| 500 ARMORY STREET | JAMAICA PLAIN | MA | 02130 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| TEACH FOR AMERICA MASSACHUSETTS | ||||||
| 60 CANAL STREET 3RD FLOOR | BOSTON | MA | 02114 | NC | PROGRAM EXPANSION | $100,000 |
| THE BOSTON FOUNDATION | ||||||
| 75 ARLINGTON STREET | BOSTON | MA | 02116 | NC | INNOVATIVE SCHOOLS FUND | $25,000 |
| 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 SUPPORT | $100,000 |
| THE CHARLES SPOSATO GRADUATE SCHOOL OF EDUCATION | ||||||
| 215 FOREST HILLS STREET | JAMAICA PLAIN | MA | 02130 | NC | ACCREDITATION SUPPORT | $90,000 |
| THE FUND FOR THE BOSTON PUBLIC LIBRARY | ||||||
| 700 BOYLSTON ST | BOSTON | MA | 02116 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| THE LEADERSHIP ROUNDTABLE | ||||||
| 415 MICHIGAN AVE NE SUITE 275 | WASHINGTON | DC | 20017 | NC | GENERAL OPERATING SUPPORT | $100,000 |
| THE PARK SCHOOL | ||||||
| 171 GODDARD AVENUE | BROOKLINE | MA | 02445 | NC | ANNUAL FUND AND CAPITAL CAMPAIGN SUPPORT | $100,000 |
| THE PHOENIX | ||||||
| 54 NEWMARKET SQUARE | BOSTON | MA | 02118 | NC | PROGRAM EXPANSION | $50,000 |
| THE SKATING CLUB OF BOSTON | ||||||
| 1240 SOLDIERS FIELD RD | BRIGHTON | MA | 02135 | NC | THEATRE ON ICE AND SPECIAL OLYMPICS PROGRAMS | $15,000 |
| THE TOWER SCHOOL | ||||||
| 75 WEST SHORE DRIVE | MARBLEHEAD | MA | 01945 | NC | CAPITAL SUPPORT | $30,000 |
| THE URBAN CATHOLIC TEACHER CORPS | ||||||
| 25 LAWRENCE AVENUE | CHESTNUT HILL | MA | 02467 | NC | GENERAL OPERATING SUPPORT | $50,000 |
| TRUSTEES OF RESERVATIONS | ||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | NC | CAPITAL SUPPORT | $200,000 |
| WGBH | ||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NC | NOVA PROGRAM SUPPORT | $25,000 |
| YMCA OF METRO NORTH | ||||||
| 2 CENTENNIAL DRIVE SUITE 4A | PEABODY | MA | 01960 | NC | CAPITAL SUPPORT | $166,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,652,601 | 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 | $978,329 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,087,077 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,065,406 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,065,406 | 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 | CategoryTxt |
| Amt | $53,496 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $55,064 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $89,423,441 | EOYBookValueAmt |
| EOYFMV | $89,423,441 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PRIVATE EQUITY INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $5,100,825 | BookValueAmt |
| EOYFMV | $5,100,825 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $35,920 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35,920 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP | $8,602 | $0 | $9,181 |
| OFFICE EXPENSES | $67,322 | $0 | $71,541 |
| EVENTS | $1,300 | $0 | $1,300 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $206,096 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $231,192 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $508,647 | $508,647 | $0 |
| SOFTWARE | $32,230 | $0 | $62,948 |
| OTHER CONSULTANTS | $272,611 | $0 | $255,152 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $39,189 | $5,349 | $33,840 |
| FEDERAL EXCISE TAX | $280,560 | $0 | $0 |
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