2020-11-16T11:59:41-06:00 2019-12-31 043296226 DICICCO GULMAN & COMPANY LLP 150 PRESIDENTIAL WAY SUITE 510 WOBURN MA 01801 990PF 2019-01-01 472480352 THE 1434 FOUNDATION INC 1434 6175893865 160 COMMONWEALTH AVENUE SUITE L10 BOSTON MA 02116 THOMAS S FITZPATRICK CLERK 6175893865 2020-11-11 1 RICHELLE MAGUIRE P00370057 7819375300 2020-11-11 66.30.193.85 2020-11-11 13:35:37 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D2EEA7D6E0A6278E71314732FD046185764D7AC2 2019 2021-04-22 16:20:28Z X 78232243 X X 1587474 1587474 484802 24281734 484802 709996 709996 2782272 2782272 0 0 0 128354 0 128354 119 0 119 22902 20925 1977 262363 254119 8244 107084 42004 5446 7070 0 21941 0 21941 10424 0 10424 10815 0 10815 84368 49542 34669 655440 366590 221989 3440500 3440500 4095940 366590 3662489 -1313668 2415682 1955954 2223340 2223340 6633309 2759087 2770516 39679295 40958445 50395226 11997697 10402716 10473611 9065150 11687102 12369550 7070 7070 12969 0 0 69344374 68030690 78232243 2354 2338 2354 2338 X 0 0 0 0 69342020 68028352 69342020 68028352 69344374 68030690 69342020 -1313668 0 68028352 0 68028352 FROM K-1: DAVIS INVESTMENT VENTURES FUND III-A LP P 2019-12-31 328 328 328 FROM K-1: DAVIS INVESTMENT VENTURES FUND III-A LP P 2019-12-31 6615 6615 6615 FROM K-1: DAVIS INVESTMENT VENTURES FUND III-A LP P 2019-12-31 101843 101843 101843 FROM K-1: TRUEBRIDGE-KAUFFMAN P 2019-12-31 105 -105 -105 FROM K-1: TRUEBRIDGE-KAUFFMAN P 2019-12-31 22256 22256 22256 NET CAPITAL GAIN CATALYST EPF II (SCOTS) LP P 2019-12-31 34322 34322 34322 FIDELITY - 433897 P 2019-12-31 3448755 3379313 69442 69442 FIDELITY - 433897 P 2019-12-31 9895619 9807351 88268 88268 FIDELITY - 377656 P 2019-12-31 359813 359232 581 581 FIDELITY - 377656 P 2019-12-31 10350863 10249721 101142 101142 FROM K-1: IVY REALTY FUND IV, LP P 2019-12-31 10078 10078 10078 FROM K-1: RCP FUND X, LP P 2019-12-31 1210 -1210 -1210 FROM K-1: RCP FUND X, LP P 2019-12-31 20995 20995 20995 CAPITAL GAINS DIVIDENDS P 30247 30247 30247 484802 0 3658613 74691167 0.048983 3301679 73749150 0.044769 3394575 69857132 0.048593 379936 68234589 0.005568 13816 68939211 0.000200 0.148113 0.029623 74264377 2199934 24157 2224091 3662489 X 24157 0 24157 0 24157 41062 15000 0 56062 0 31905 31905 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MA 1 0 0 0 0 1 N/A THOMAS S FITZPATRICK 6175893865 160 COMMONWEALTH AVENUE SUITE L10 BOSTON MA 02116 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FOTENE J DEMOULAS 160 COMMONWEALTH AVENEUE SUITE L10 BOSTON MA 02116 PRESIDENT / DIRECTOR 45.00 0 0 0 THOMAS S FITZPATRICK 109 BEACON STREET UNIT 1 BOSTON MA 02116 CLERK / DIRECTOR 2.50 0 0 0 THOMAS P COTE 160 COMMONWEALTH AVENEUE SUITE L10 BOSTON MA 02116 TREASURER / DIRECTOR 10.00 0 0 0 BRIANNA LAWLESS 26 MYRTLE ST 9 BOSTON MA 02114 GRANTS & ADMINISTRAT 40.00 94500 0 0 NADELA OFFRE 40 PROVO ST BROCKTON MA 02302 ADMINISTRATIVE & GRA 40.00 33854 0 0 0 BALLENTINE PARTNERS 230 3RD AVE FL 6 WALTHAM MA 02451 WEALTH MANAGEMENT 228449 0 0 73633178 1762129 0 75395307 0 0 75395307 1130930 74264377 3713219 3713219 24157 7948 32105 3681114 0 3681114 0 3681114 3662489 0 3662489 24157 3638332 3681114 3656562 0 0 3662489 3656562 0 0 5927 0 0 0 0 0 0 0 0 3675187 0 0 0 FOTENE J DEMOULAS X ARTISTS FOR HUMANITY 100 W 2ND STREET BOSTON MA 02127 NONE CHARITABLE 50000 BARD COLLEGE 30 CMAPUS ROAD ANNANDALEONHUDSON NY 12504 NONE CHARITABLE 50000 BE LIKE BRIT FOUNDATION 66 PULLMAN STREET WORCESTER MA 01606 NONE CHARITABLE 50000 BOYS & GIRLS CLUB OF BOSTON 200 HIGH STREET 3RD FLOOR BOSTON MA 02110 NONE CHARITABLE 50000 BROOKS SCHOOL 1160 GREAT POND ROAD NORTH ANDOVER MA 01845 NONE CHARITABLE 50000 BUDGET BUDDIES INC 114 TURNPIKE ROAD 2D CHELMSFORD MA 01824 NONE CHARITABLE 50000 CAMP HARBOR VIEW FOUNDATION 1946 WASHINGTON STREET BOSTON MA 02118 NONE CHARITABLE 125000 CARING PARTNERS INC 500 CLARK ROAD TEWKSBURY MA 01876 NONE CHARITABLE 75000 CATIE'S CLOSET 19 SCHOOL STREET DRACUT MA 01826 NONE CHARITABLE 102500 CITYSPROUTS INC 678 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 NONE CHARITABLE 25000 COMMONWEALTH KITCHEN 196 QUINCY STREET DORCHESTER MA 02121 NONE CHARITABLE 75000 COMMUNITY SERVING INC 18 MARBURY TERRACE JAMAICA PLAIN MA 02130 NONE CHARITABLE 5000 CROSSROAD FOR KIDS INC 119 MYRTLE STREET DUXBURY MA 02332 NONE CHARITABLE 60000 DECORDOVA SCULPTURE PARK AND MUSEUM 51 SANDY POND ROAD LINCOLN MA 01773 NONE CHARITABLE 50000 DRACUT SCHOLARSHIP FOUNDATION PO BOX 117 DRACUT MA 01826 NONE CHARITABLE 40000 EAGLE HILL FOUNDATION OF MASSACHUSETTS 242 OLD PETERSHAM ROAD HARWICH MA 01037 NONE CHARITABLE 50000 EDESIA 550 ROMANDO VINEYARD WAY NORTH KINGSTOWN RI 02852 NONE CHARITABLE 100000 ESPERANZA ACADEMY 198 GARDEN STREET LAWRENCE MA 01840 NONE CHARITABLE 100000 ESPLANADE ASSOCIATION INC 376 BOYLSTON STREET 503 BOSTON MA 02116 NONE CHARITABLE 25000 FAMILY SERVICES OF THE MERRIMACK VALLEY 430 N CANAL STREET LAWRENCE MA 01840 NONE CHARITABLE 50000 FRIENDS OF THE CHILDREN-BOSTON 555 AMORY STREET JAMAICA PLAIN MA 02130 NONE CHARITABLE 50000 GENERATIONS INCORPORATED 25 KINGSTON STREET BOSTON MA 02111 NONE CHARITABLE 25000 GREEK 4 KIDS INC 1345 CENTRE STREET NEWTON MA 02459 NONE CHARITABLE 5000 HORIZONS FOR HOMELESS CHILDREN INC 1705 COLUMBUS AVENUE ROXBURY MA 02119 NONE CHARITABLE 101000 JEFF'S PLACE 34 DELOSS STREET FRAMINGHAM MA 01702 NONE CHARITABLE 25000 JUMPSTART FOR YOUNG CHILDREN INC 308 CONGRESS STREET BOSTON MA 02210 NONE CHARITABLE 50000 JUNIOR ACHIEVEMENT 40 FIFTH AVENUE SUITE 300 WALTHAM MA 02451 NONE CHARITABLE 25000 LAST HOPE K9 RESCUE 71 COMMERCIAL ST 184 BOSTON MA 02109 NONE CHARITABLE 5000 LOVIN' SPOONFULS 367 WESTERN AVE BRIGHTON MA 02135 NONE CHARITABLE 50000 LOWELL TRANSITIONAL LIVING CENTER INC 189 MIDDLESEX STREET LOWELL MA 01852 NONE CHARITABLE 5000 MACDOWELL COLONY INC 100 HIGH STREET PETERSBOROUGH NH 03458 NONE CHARITABLE 30000 MASS MENTORING PARTNERSHIP INC 75 KNEELAND STREET BOSTON MA 02111 NONE CHARITABLE 25000 MASSACHUSETTS COLLEGE OF ART AND DESIGN 621 HUNTINGTON AVENUE BOSTON MA 02115 NONE CHARITABLE 30000 MASSACHUSETTS FARM TO SCHOOL 89 SOUTH STREET BOSTON MA 02111 NONE CHARITABLE 25000 MASSACHUSETTS WONDERFUND INC 600 WASHINGTON STREET 6TH FLOOR BOSTON MA 02111 NONE CHARITABLE 5000 MENTOR THE NATIONAL MENTORING PARTNERSHIP 201 SOUTH STREET BOSTON MA 02111 NONE CHARITABLE 50000 MICHAEL P QUINN SCHOLARSHIP FUND INC PO BOX 290216 CHARLESTOWN MA 02129 NONE CHARITABLE 5000 MILL CITY GROWS INC 122 WESTERN AVE LOWELL MA 01851 NONE CHARITABLE 45000 NORTH BENNET STREET SCHOOL 150 NORTH STREET BOSTON MA 02109 NONE CHARITABLE 50000 NOTRE DAME ACADEMY HINGHAM 1073 MAIN STREET HINGHAM MA 02043 NONE CHARITABLE 5000 NOW AND THERE INC PO BOX 52557 BOSTON MA 02205 NONE CHARITABLE 50000 ONE FAMILY INC 800 SOUTH STREET 610 WALTHAM MA 02453 NONE CHARITABLE 180000 PARTNERS FOR YOUTH WITH DISABILITIES 95 BERKELEY STREET BOSTON MA 02116 NONE CHARITABLE 25000 PERKINS SCHOOL FOR THE BLIND 175 N BEACON STREET WATERTOWN MA 02472 NONE CHARITABLE 5000 PINE STREET INN 444 HARRISON AVE BOSTON MA 02118 NONE CHARITABLE 125000 PROJECT BREAD-THE WALK FOR HUNGER INC 145 BORDER STREET BOSTON MA 02128 NONE CHARITABLE 50000 RAW ART WORKS INC 37 CENTRAL SQUARE 2 LYNN MA 01901 NONE CHARITABLE 50000 RON BURTON TRAINING VILLAGE INC 55 MORGAN ROAD HUBBARDSTON MA 01452 NONE CHARITABLE 47000 ROSIE'S PLACE INC 889 HARRISON AVENUE BOSTON MA 02118 NONE CHARITABLE 5000 SALISBURY SCHOOL INC 251 CANAAN ROAD SALISBURY CT 06068 NONE CHARITABLE 50000 SCHOOL THE WORLD INC 376 BOYLSTON STREET 203 BOSTON MA 02116 NONE CHARITABLE 75000 SCIENCE CLUB FOR GIRLS 136 MAGAZINE STREET CAMBRIDGE MA 02139 NONE CHARITABLE 25000 SILVER LINING MENTORING 7327 ATLANTIC AVENUE BOSTON MA 02111 NONE CHARITABLE 50000 SKOWHEGAN SCHOOL OF PAINTING & SCULPTURE 1 ART SCHOOL ROAD SKOWHEGAN ME 04950 NONE CHARITABLE 30000 SOCIAL INNOVATION FORUM INC 1 CONGRESS STREET SUITE 113 BOSTON MA 02114 NONE CHARITABLE 50000 SQUASHBUSTERS INC 795 COLUMBUS AVE ROXBURY CROSSING MA 02120 NONE CHARITABLE 50000 SWIM ACROSS AMERICA INC 11600 N COMMUNITY HOUSE ROAD SUITE 100 CHARLOTTE NC 28277 NONE CHARITABLE 5000 THE BOSTON POLICE FOUNDATION INC 8 FANUEIL HALL MARKETPLACE 3RD FLOOR BOSTON MA 02109 NONE CHARITABLE 50000 THE BOSTON PUBLIC LIBRARY FOUNDATION 700 BOYLSTON STREET BOSTON MA 02116 NONE CHARITABLE 25000 THE CHILL FOUNDATION 80 INDUSTRIAL PARKWAY BURLINGTON VT 05401 NONE CHARITABLE 70000 THE FOOD PROJECT INC 40 SHIRLEY STREET BOSTON MA 02119 NONE CHARITABLE 50000 THE LIFE IS GOOD KIDS FOUNDATION 51 MELCHER STREET 9TH FLOOR BOSTON MA 02210 NONE CHARITABLE 50000 THE SATO PROJECT 77 FRONT STREET BROOKLYN NY 11201 NONE CHARITABLE 5000 TRUSTEES OF BOSTON UNIVERSITY 1 SILBER WAY BOSTON MA 02215 NONE CHARITABLE 5000 UNIVERSITY OF MASSACHUSETTS FOUNDATION 1 BEACON STREET BOSTON MA 02108 NONE CHARITABLE 50000 URBAN FARMING INSTITUTE OF BOSTON INC 34 LINWOOD STREET ROXBURY MA 02119 NONE CHARITABLE 25000 URBAN FOOD INITIATIVE 450 WASHINGTON STREET DORCHESTER CENTER MA 02124 NONE CHARITABLE 50000 UTEC INC 35 WARREN STREET LOWELL MA 01852 NONE CHARITABLE 75000 VETERAN LEGAL SERVICES PO BOX 8457 BOSTON MA 02114 NONE CHARITABLE 50000 VOICES IN CONTEMPORARY ART 70 WASHINGTON STREET SQUARE S NEW YORK NY 10012 NONE CHARITABLE 75000 WGBH EDUCATIONAL FOUNDATION 1 GUEST STREET BOSTON MA 02135 NONE CHARITABLE 30000 YOUTHBUILD BOSTON INC 27 CENTRE STREET ROXBURY MA 02119 NONE CHARITABLE 5000 BRIDGE OVER TROUBLED WATERS INC 47 WEST STREET BOSTON MA 02111 NONE CHARITABLE 5000 BUILD GREATER BOSTON 745 ATLANTIC AVENUE 8TH FLOOR BOSTON MA 02111 NONE CHARITABLE 25000 COMMUNITY ENRICHMENT SCHOLARS FOUNDATION 47 HIGH ST 473 MEDFORD MA 02155 NONE CHARITABLE 5000 DJ HENRY DREAM FUND INC 31 MILK STREET BOX 961233 BOSTON MA 02109 NONE CHARITABLE 5000 FREEDOM HOUSE INC 2004 ROUTE 31 N SUTIE 9 CLINTON NJ 08809 NONE CHARITABLE 5000 IRISH CULTURAL CENTER INC 429 MORGAN RD W SPRINGFIELD MA 01089 NONE CHARITABLE 5000 LET'S GET READY INC 50 BROADWAY 25TH FLOOR NEW YORK NY 10004 NONE CHARITABLE 25000 NEIGHBORHOOD VILLAGES INC 64 SIGOURNEY ST JAMAICA PLAIN MA 02130 NONE CHARITABLE 25000 RESILIENT CODERS INC 50 MILK STREET 17 FLOOR BOSTON MA 02109 NONE CHARITABLE 5000 THE FEMINIST INSTITUTE 1220 PARK AVE SR7 NEW YORK MA 10128 NONE CHARITABLE 50000 THE OWLS HEAD TRANSPORTATION MUSEUM 117 MUSEUM STREET OWLS HEAD ME 04854 NONE CHARITABLE 5000 3440500 0 14 1587474 14 709996 18 484802 0 2782272 0 2782272 0 0 0 0 0 0 0 0 0 0 DGC ACCOUNTANT FEES 22902 20925 1977 COMPUTER EQUIPMENT 2019-10-31 7070 200DB 5.000000000000 7070 0 OTHER INCOME FORM 990-PF, LN 11 THE FOUNDATION RECEIVED TWO FORM 1099-MISC FROM FACEBOOK INC AND XXVI HOLDINGS INC REPORTING NON-EMPLOYEE COMPENSATION PAID OF $9,141.43 AND $24,044.55, RESPECTIVELY. THE FOUNDATION HAS NO INCOME EARNED NOR ANY CASH RECEIPTS FROM THESE TWO ENTITIES. WE ATTEMPTED TO CONTACT EACH ISSUER TO FILE A CORRECTION BUT WERE UNSUCCESSFUL. NO INCOME IS BEING REPORTED ON THE RETURN SINCE WE BELIEVE THESE FILINGS TO BE IN ERROR. CORPORATE BONDS 10402716 10473611 EQUITIES 40958445 50395226 1697595 1711727 1061492 1058789 OTHER INVESTMENTS AT COST 11687102 12369550 DAVIS MALM & D'AGOSTINE 119 0 119 OFFICE EQUIPMENT 12969 0 0 PORTFOLIO DEDUCTIONS FROM PASSTHROUGH ENTITIES 49542 49542 0 OFFICE SUPPLIES AND EXPENSES 10918 0 10918 IT, SOFTWARE & RELATED COMPUTER EXPENSES 10782 0 10782 NON-DEDUCTIBLE EXPENSES 157 0 0 OFFICE EQUIPMENT WRITE OFF 12969 0 12969 FROM K-1: RCP FUND X, LP -4244 -4244 -4244 FROM K-1: IVY REALTY FUND IV, LP -13481 -13481 -13481 FROM K-1: DAVIS INVESTMENT VENTURES FUND III-A LP -36277 -36277 -36277 FROM K-1: SJC ONSHORE DIRECT LENDING FUND III, LP 113603 113603 113603 FIDELITY - 377656 116998 116998 116998 PINEHURST INSTITUTIONAL LTD. 535236 535236 535236 FROM K-1: TRUEBRIDGE-KAUFFMAN -136 -136 -136 FROM K-1: DAVIS INVESTMENT VENTURES FUND IV-B LP -1854 -1854 -1854 BOSTON PRIVATE BANK 151 151 151 CREDIT CARD PAYABLE 2354 2338 BALLENTINE 228449 228449 0 FIDELITY ADVISOR FEES 25670 25670 0 PATRICIA D. GRAY 6384 0 6384 STONE CONSULTING 1860 0 1860 FOREIGN TAXES 42004 42004 0 PAYROLL TAXES 5446 0 5446 FEDERAL TAXES 57410 0 0 STATE TAXES 2224 0 0