2018-04-25T14:46:45-05:00 2017-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990PF 2017-01-01 043017940 THE LYNCH FOUNDATION LYNC 6176391280 109 STATE STREET NO 402 BOSTON MA 02109 KATHRYN EVERETT EXECUTIVE DIRECTOR 6176391280 2018-04-23 1 DAVID KELLEHER CPA P01059560 5083669100 2018-04-23 2017 2022-09-23 18:48:47Z X 134153703 X 0 X 495655 495655 20839633 217708128 20839633 21335288 21335288 408858 0 408858 261560 110000 151560 84253 12924 69965 900 0 900 55764 0 66035 646015 614185 29708 616542 11158 28824 49285 0 44035 63952 1925 61936 124768 0 129569 2311897 750192 991390 8051787 8051787 10363684 750192 9043177 10971604 20585096 3787577 18448919 18448919 130397 11221 11221 105313522 110039213 110039213 5408605 5654350 5654350 114640101 134153703 134153703 38405 172623 267394 432253 305799 604876 X 114334302 133548827 114334302 133548827 114640101 134153703 114334302 10971604 8242921 133548827 0 133548827 PUBLICLY TRADED SECURITIES 217708128 196868495 20839633 20839633 20839633 0 8712890 107238745 0.081248 8769001 114291299 0.076725 9651184 122043958 0.079080 10123126 110626758 0.091507 8233196 91734744 0.089750 0.418310 0.083662 122271273 10229459 205851 10435310 9043177 411702 0 411702 0 411702 266152 0 0 266152 0 145550 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 THELYNCHFOUNDATION.COM KATHRYN EVERETT EXECUTIVE DIRECTOR 6176391280 109 STATE STREET SUITE 402 BOSTON MA 02109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 J FREDERICK BUSH 109 STATE STREET SUITE 402 BOSTON MA 02109 TRUSTEE (THROUGH OCT 2017) 1.00 0 0 0 NANCY R 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 408858 45527 0 DAVID BADEAU 109 STATE STREET SUITE 402 BOSTON MA 02109 RESEARCH ANALYST 20.00 110000 12924 0 VICTORIA PRUDDEN 109 STATE STREET SUITE 402 BOSTON MA 02109 OPERATIONS MANAGER 40.00 85000 15250 0 ASHLEY MANN 109 STATE STREET SUITE 402 BOSTON MA 02109 SPECIAL PROJECTS MAN 40.00 66560 9652 0 0 NONE 0 0 108435237 15686814 11221 124133272 0 0 124133272 1861999 122271273 6113564 6113564 411702 411702 5701862 0 5701862 0 5701862 9043177 0 9043177 0 9043177 5701862 0 0 3868430 5208895 3816869 3106751 3351476 19352421 9043177 0 0 0 5701862 3341315 0 0 22693736 0 0 0 0 0 0 3868430 18825306 5208895 3816869 3106751 3351476 3341315 PETER S LYNCH KATHRYN M EVERETT 109 STATE STREET SUITE 402 BOSTON MA 02109 6176391280 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. THE CONCEPT PAPERS ARE REVIEWED ON A ROLLING PROCESS. 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. 1647 INC 1452 DORCHESTER AVENUE 4TH FLOOR DORCHESTER MA 02122 NC PROGRAM EXPANSION 100000 AMERICAN IRELAND FUND 10 POST OFFICE SQUARE BOSTON MA 02109 NC GENERAL OPERATING SUPPORT 25000 ARCHDIOCESE OF BOSTON 66 BROOKS DRIVE BRAINTREE MA 02184 NC HS ENROLLMENT CAMPAIGN 353534 ASSOCIATED GRANTMAKERS 133 FEDERAL STREET SUITE 802 BOSTON MA 02110 NC MEMBERSHIP 5000 ASSOCIATED GRANTMAKERS-BEF 133 FEDERAL STREET SUITE 802 BOSTON MA 02110 NC MEMBERSHIP-BOSTON EDUCATION FUNDERS 500 BOSTON DEBATE LEAGUE 566 COLUMBUS AVENUE BOSTON MA 02118 NC PROGRAM EXPANSION 100000 BOSTON HARBOR NOW 15 STATE STREET 1100 BOSTON MA 02109 NC PROGRAM EXPANSION 50000 BOSTON PUBLIC SCHOOLS 2300 WASHINGTON STREET ROXBURY MA 02119 NC PLANNING GRANT 13141 BOSTON SCHOOLS FUND 31 HEATH STREET BOSTON MA 02130 NC GENERAL OPERATING SUPPORT 1013141 BOSTON SYMPHONY ORCHESTRA 301 MASSACHUSETTS AVENUE BOSTON MA 02115 NC GENERAL OPERATING SUPPORT 31000 BOYS AND GIRLS CLUBS OF BOSTON 50 CONGRESS STREET SUITE 730 BOSTON MA 02109 NC SHARED SPACE CLUBS 150000 CATHOLIC RELIEF SERVICES 228 W LEXINGTON STREET BALTIMORE MD 21201 NC GENERAL OPERATING SUPPORT 25000 CATHOLIC SCHOOLS FOUNDATION 67 BATTERYMARCH STREET 6TH FLOOR BOSTON MA 02110 NC PROGRAM EXPANSION 100000 CITY YEAR BOSTON 285 COLUMBUS AVENUE BOSTON MA 02116 NC GENERAL OPERATING SUPPORT 25000 COLLEGE BOUND DORCHESTER 18 SAMOSET STREET DORCHESTER MA 02124 NC PROGRAM EXPANSION 125000 CROSSROADS 119 MYRTLE STREET DUXBURY MA 02332 NC PROGRAM EXPANSION 25000 EAST BOSTON CENTRAL CATHOLIC 69 LONDON STREET BOSTON MA 02128 NC EARLY CHILDHOOD PROGRAM 16470 EDNAVIGATOR 646 MAGAZINE STREET NEW ORLEANS LA 70130 NC BOSTON PROGRAM LAUNCH 150000 FACING HISTORY & OURSELVES 16 HURD ROAD BROOKLINE MA 02445 NC GENERAL OPERATING SUPPORT 5000 FADICA 4201 CONNECTICUT AVENUE NW 505 WASHINGTON DC 20008 NC MEMBERSHIP 7900 FIRST NIGHT FIRST DAY ONE DESIGN CENTER PLACE BOSTON MA 02210 NC GENERAL OPERATING SUPPORT 5000 GOSNOLD INC 200 TER HEUN DRIVE FALMOUTH MA 02540 NC PEDIATRIC & BEHAVIORAL HEALTH 50000 HARMBE ENTREPRENEUR ALLIANCE 84 BRATTLE STREET 350B CAMBRIDGE MA 02138 NC HARVARD VATICAN LEADERSHIP SUMMIT 10000 HARVARD MEDICAL SCHOOL 401 PARK DRIVE SUITE 22W BOSTON MA 02215 NC SYSTEMS BIOLOGY 250000 HARVARD MEDICAL SCHOOL 401 PARK DRIVE SUITE 22W BOSTON MA 02215 NC DEAN FLIER FUND 50000 INNERCITY WEIGHTLIFTING PO BOX 171313 BOSTON MA 02117 NC PROGRAM EXPANSION 88951 LAWRENCE PUBLIC SCHOOLS 237 ESSEX STREET LAWRENCE MA 01840 NC PLANNING GRANT 19191 LYNCH LEADERSHIP ACADEMY 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 NC GENERAL OPERATING SUPPORT 1006620 MALTESER INTERNATIONAL 75 VALENICA AVENUE SUITE 702 CORAL CABLES FL 33134 NC GENERAL OPERATING SUPPORT 20000 MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA STREET SUITE 540 BOSTON MA 02114 NC PACT PROGRAM 125000 MEDICINES FOR HUMANITY 800 HINGHAM STREET ROCKLAND MA 02370 NC CAMEROON PROGRAM SUPPORT 50000 MENTOR NATIONAL MENTORING PARTNERSHIP 201 SOUTH STREET 6TH FLOOR BOSTON MA 02111 NC GENERAL OPERATING SUPPORT 25000 MISSION GRAMMAR SCHOOL 94 ST ALPHONSUS STREET ROXBURY MA 02120 NC EARLY CHILDHOOD PROGRAM 116470 MORE THAN WORDS 56 FELTON STREET WALTHAM MA 02453 NC CAPITAL CAMPAIGN 100000 MY BROTHER'S KEEPER PO BOX 338 EASTON MA 02356 NC CAPITAL CAMPAIGN & GENERAL OPERATING SUPPORT 125000 NATIONAL COUNCIL ON TEACHER QUALITY 1120 G STREET NW SUITE 800 WASHINGTON DC 20005 NC MASSACHUSETTS PROGRAMMING 25000 NATIONAL STROKE ASSOCIATION 9707 EAST EASTER LANE SUITE B CENTENNIAL CO 80112 NC MEMORIAL GIFT 250 NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY 101 NEWBURY STREET BOSTON MA 02116 NC CAROLYN LYNCH GARDEN 50000 NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVENUE BOSTON MA 02115 NC BPS OPPORTUNITY INDEX 19945 OUR LADY STAR OF THE SEA 85 ATLANTIC AVENUE MARBLEHEAD MA 01945 NC GENERAL OPERATING SUPPORT 25000 PAPAL FOUNDATION 150 MONUMENT ROAD SUITE 600 BALA CYNWYD PA 19004 NC GENERAL OPERATING SUPPORT 25000 PARTNERS IN HEALTH 888 COMMONWEALTH AVENUE 3RD FLOOR BOSTON MA 02215 NC GENERAL OPERATING SUPPORT 25000 PEABODY ESSEX MUSEUM 161 ESSEX STREET SALEM MA 01970 NC CAROLYN AND PETER LYNCH EXHIBITION ENDOWMENT 500000 PHILANTHROPY ROUNDTABLE 1150 17TH STREET NW SUITE 503 WASHINGTON DC 20036 NC K-12 EDUCATION PROGRAM 25000 PINE STREET INN 444 HARRISON AVENUE BOSTON MA 02118 NC GENERAL OPERATING SUPPORT 5000 POSSE FOUNDATION BOSTON 45 FRANKLIN STREET BOSTON MA 02110 NC GENERAL OPERATING SUPPORT 25000 QUINCY CATHOLIC ACADEMY 370 HANCOCK STREET QUINCY MA 02171 NC EARLY CHILDHOOD PROGRAM 16470 RED SOX FOUNDATION 4 YAWKEY WAY BOSTON MA 02215 NC RED SOX SCHOLARS PROGRAM 25000 RENEW INTERNATIONAL 1232 GEORGE STREET PAINFIELD NJ 07062 NC GENERAL OPERATING SUPPORT 25000 ROSE FITZGERALD KENNEDY GREENWAY CONSERVANCY 185 KNEELAND STREET BOSTON MA 02111 NC LYNCH FAMILY GARDEN 760000 SACRED HEART SCHOOL 1035 CANTERBURY STREET ROSLINDALE MA 02131 NC EARLY CHILDHOOD PROGRAM 41370 SAINT JOHN PAUL II CATHOLIC ACADEMY 2200 DORCHESTER AVENUE DORCHESTER MA 02124 NC EARLY CHILDHOOD PROGRAM 65879 SILICON VALLEY COMMUNITY FOUNDATION 2440 WEST EL CAMINO REAL SUITE 300 MOUNTAIN VIEW CA 94040 NC I2 LEARNING BOSTON STEM WEEK 200000 SONTAG PRIZE IN URBAN EDUCATION 50 MILK STREET BOSTON MA 02109 NC PROGRAM EXPANSION 200000 SOUTH BOSTON CATHOLIC ACADEMY 866 EAST BROADWAY BOSTON MA 02127 NC EARLY CHILDHOOD PROGRAM 28920 SPECIAL OLYMPICS INC 1133 19TH STREET NW WASHINGTON DC 20036 NC 50TH ANNIVERSARY CAMPAIGN 250000 ST FRANCIS HOUSE 39 BOYLSTON STREET BOSTON MA 02116 NC GENERAL OPERATING SUPPORT 1000 ST JOHN SCHOOL 9 MOON STREET BOSTON MA 02113 NC EARLY CHILDHOOD PROGRAM 16469 ST JOHN THE BAPTIST SCHOOL 19 CHESTNUT STREET PEABODY MA 01960 NC LYNCH SCHOLARS PROGRAM 4000 ST MARY'S CENTER FOR WOMEN AND CHILDREN 90 CUSHING AVENUE DORCHESTER MA 02125 NC GENERAL OPERATING SUPPORT 1000 ST PATRICK SCHOOL 131 MT PLEASANT AVE ROXBURY MA 02119 NC EARLY CHILDHOOD PROGRAM 63122 ST ROSE SCHOOL 580 BROADWAY CHELSEA MA 02150 NC EARLY CHILDHOOD PROGRAM 16469 SUMMER SEARCH BOSTON 500 ARMORY STREET JAMAICA PLAIN MA 02130 NC GENERAL OPERATING SUPPORT 25000 TEACH FOR AMERICA MASSACHUSETTS 60 CANAL STREET 3RD FLOOR BOSTON MA 02114 NC PROGRAM EXPANSION 100000 THE ACHIEVEMENT NETWORK 1 BEACON STREET BOSTON MA 02108 NC PROGRAM EXPANSION 200000 THE BOSTON FOUNDATION 75 ARLINGTON STREET BOSTON MA 02116 NC NBC EDUCATION NATION 25000 THE BRIDGESPAN GROUP 2 COPLEY PLACE 7TH FLOOR BOSTON MA 02116 NC LEADING FOR IMPACT BOSTON PROGRAM 100000 THE ESPLANADE ASSOCIATION 376 BOYLSTON STREET SUITE 503 BOSTON MA 02116 NC WAYFINDING PROJECT 25000 THE PHOENIX 785 ALBANY STREET BOSTON MA 02118 NC BOSTON PROGRAM LAUNCH 550000 THE POSSIBLE PROJECT 17 SELLERS STREET CAMBRIDGE MA 02139 NC GENERAL OPERATING SUPPORT 15000 THE SAINTS ACADEMY 111 NEW BALCH ST BEVERLY MA 01915 NC LYNCH SCHOLARS PROGRAM 2000 URBAN CATHOLIC TEACHER CORPS 25 LAWRENCE AVENUE CHESTNUT HILL MA 02467 NC GENERAL OPERATING SUPPORT 50000 VALOR ACADEMY 2636 S MANSFIELD AVENUE LOS ANGELES CA 90016 NC GENERAL OPERATING SUPPORT 1500 WGBH ONE GUEST STREET BOSTON MA 02135 NC NOVA PROGRAM SUPPORT 25000 WHEELOCK COLLEGE 200 RIVERWAY BOSTON MA 02215 NC LYNCH EARLY EDUCATION SCHOLARS 81475 XAVERIAN BROTHERS HIGH SCHOOL 800 CLAPBOARD STREET WESTWOOD MA 02090 NC SCHOLARSHIP SUPPORT 50000 8051787 0 N/A 14 495655 18 20839633 0 21335288 0 21335288 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 55764 0 66035 PUBLICLY TRADED SECURITIES 110039213 110039213 PRIVATE EQUITY INVESTMENTS FMV 5654350 5654350 LEGAL 900 0 900 MISCELLANEOUS EXPENSE 917 0 917 MEMBERSHIP 11030 0 12834 OFFICE EXPENSES 107179 0 109246 EVENTS 5642 0 6572 UNREALIZED GAIN ON INVESTMENTS 8242921 DEFERRED EXCISE TAX 267394 432253 INVESTMENT MANAGEMENT FEES 614185 614185 0 SOFTWARE 9030 0 9030 OTHER CONSULTANTS 22800 0 20678 FOREIGN TAXES 5500 5500 0 PAYROLL TAXES 34482 5658 28824 FEDERAL EXCISE TAX 576560 0 0