LYNCH FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: LYNCH FOUNDATION (EIN 04-3017940)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-05-08
IRS object ID: 201741289349101264
Schema version: 2016v3.0
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
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	2017-05-08T13:47:52-05:00	ReturnTs
Tax Period End	2016-12-31	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	21 EAST MAIN 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	2016-01-01	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	2017-05-05	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	2017-05-05	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	64.197.103.66	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2017-05-05	IPDt
IP Tm	12:05:17	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	15A3BA0AA3AF2E8584787ADC5DF69B75E977A4A4	AtSubmissionCreationDeviceId
At Submission Filing Device Id	E389E89C54D8B2D0E67DFD5473BAB8CDEAF766EE	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$114,640,101	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$3,738	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$423,497	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$423,497	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$280,267	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$218,462,936	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$280,267	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$707,502	TotalRevAndExpnssAmt
Total Net Invst Incm	$703,764	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$346,862	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$346,862	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$211,960	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$107,000	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$104,960	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$55,899	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$12,419	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$44,180	PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$64,969	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$54,698	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$598,525	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$549,360	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$54,190	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$236,177	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$7,471	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$23,544	TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss	$63,000	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$0	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$63,000	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$70,792	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$1,341	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$68,377	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$86,499	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$85,423	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,734,683	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$677,591	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$845,234	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$7,867,656	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$7,867,656	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$9,602,339	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$677,591	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$8,712,890	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$8,894,837	ExcessRevenueOverExpensesAmt
Net Investment Income	$26,173	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$1,708,250	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$3,787,577	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$3,787,577	SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY	$127,626	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$130,397	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$130,397	PrepaidExpensesEOYFMVAmt
Corporate Stock BOY	$107,696,518	CorporateStockBOYAmt
Corporate Stock EOY	$105,313,522	CorporateStockEOYAmt
Corporate Stock EOYFMV	$105,313,522	CorporateStockEOYFMVAmt
Other Investments BOY	$3,558,667	OtherInvestmentsBOYAmt
Other Investments EOY	$5,408,605	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$5,408,605	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$113,091,061	TotalAssetsBOYAmt
Total Assets EOY	$114,640,101	TotalAssetsEOYAmt
Total Assets EOYFMV	$114,640,101	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$31,119	AccountsPayableBOYAmt
Accounts Payable EOY	$38,405	AccountsPayableEOYAmt
Other Liabilities BOY	$62,755	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$267,394	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$93,874	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$305,799	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$112,997,187	UnrestrictedBOYAmt
Unrestricted EOY	$114,334,302	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$112,997,187	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$114,334,302	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$113,091,061	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$114,640,101	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$112,997,187	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$8,894,837	ExcessRevenueOverExpensesAmt
Other Increases	$10,231,952	OtherIncreasesAmt
Subtotal	$114,334,302	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$114,334,302	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	$218,462,936	GrossSalesPriceAmt
Cost Or Other Basis	$218,182,669	CostOrOtherBasisAmt
Gain Or Loss	$280,267	GainOrLossAmt
Gains Minus Excess Or Losses	$280,267	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$280,267	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$8,769,001	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$114,291,299	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.076725	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$9,651,184	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$122,043,958	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.079080	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$10,123,126	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$110,626,758	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.091507	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$8,233,196	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$91,734,744	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.089750	DistributionYr4Rt
Total Distribution	0.337062	TotalDistributionRt
Average Distribution	0.084266	AverageDistributionRt
Net Vl Noncharitable Assets	$107,238,745	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$9,036,580	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$262	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$9,036,842	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$8,712,890	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$523	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$523	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$523	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$117,717	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$117,717	TotalPaymentsAndCreditsAmt
Overpayment	$117,194	OverpaymentAmt
Applied To ES Tax	$117,194	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 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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 MONTICHARD
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	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	$328,312	$41,927	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
DAVID BADEAU
109 STATE STREET SUITE 402	BOSTON	MA	02109	RESEARCH ANALYST	20.00	$107,000	$12,419	$0
VICTORIA FORMAN
109 STATE STREET SUITE 402	BOSTON	MA	02109	OPERATIONS MANAGER	40.00	$80,000	$13,838	$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	$102,863,205	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$5,878,220	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$130,397	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$108,871,822	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$108,871,822	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,633,077	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$107,238,745	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$5,361,937	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$5,361,937	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$523	TaxBasedOnInvestmentIncomeAmt
Total Tax	$523	TotalTaxAmt
Distributable Before Adj	$5,361,414	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$5,361,414	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$5,361,414	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$8,712,890	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$8,712,890	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$8,712,890	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$5,361,414	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr4	$3,868,430	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$5,208,895	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$3,816,869	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$3,106,751	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$16,000,945	TotalExcessDistributionCyovAmt
Qualifying Distributions	$8,712,890	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$5,361,414	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$3,351,476	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$19,352,421	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	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$19,352,421	ExcessDistriCyovToNextYrAmt
Excess From Year4	$3,868,430	ExcessFromYear4Amt
Excess From Year3	$5,208,895	ExcessFromYear3Amt
Excess From Year2	$3,816,869	ExcessFromYear2Amt
Excess From Year1	$3,106,751	ExcessFromYear1Amt
Excess From Current Year	$3,351,476	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 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 (59 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
ACHIEVEMENT NETWORK
225 FRIEND STREET SUITE 7	BOSTON	MA	02114	NC	PROGRAM EXPANSION	$200,000
ALMA DEL MAR CHARTER SCHOOL
26 MADEIRA AVENUE	NEW BEDFORD	MA	02746	NC	PROGRAM EXPANSION	$50,000
ARCHDIOCESE OF BOSTON
66 BROOKS DRIVE	BRAINTREE	MA	02184	NC	RESEARCH	$20,150
ARTISTS FOR HUMANITY
100 W 2ND STREET	BOSTON	MA	02127	NC	CAPITAL CAMPAIGN	$675,000
ASSOCIATED GRANTMAKERS
133 FEDERAL STREET SUITE 802	BOSTON	MA	02110	NC	MEMBERSHIP	$5,000
ASSOCIATED GRANTMAKERS-BEF
133 FEDERAL STREET SUITE 802	BOSTON	MA	02110	NC	MEMBERSHIP-BOSTON EDUCATION FUNDERS	$500
BOSTON EDUCATION DEVELOPMENT FOUNDATION
2300 WASHINGTON STREET 5TH FLOOR	ROXBURY	MA	02119	NC	KING SCHOOL	$10,000
BOSTON EDUCATION DEVELOPMENT FOUNDATION
2300 WASHINGTON STREET 5TH FLOOR	ROXBURY	MA	02119	NC	HUMAN CAPITAL CAMPAIGN	$256,000
BOSTON DEBATE LEAGUE
225 FRIEND STREET SUITE 401	BOSTON	MA	02114	NC	PROGRAM EXPANSION	$100,000
BOSTON PUBLIC LIBRARY FOUNDATION
700 BOYLSTON STREET	BOSTON	MA	02116	NC	GENERAL OPERATING SUPPORT	$10,000
BOSTON SCHOOLS FUND
31 HEATH STREET	BOSTON	MA	02130	NC	GENERAL OPERATING SUPPORT	$1,005,000
BOSTON SYMPHONY ORCHESTRA
301 MASSACHUSETTS AVENUE	BOSTON	MA	02115	NC	GENERAL OPERATING SUPPORT	$25,000
BOYS AND GIRLS CLUBS OF BOSTON
50 CONGRESS STREET SUITE 730	BOSTON	MA	02109	NC	SHARED SPACE CLUBS	$150,000
CATHOLIC CHARITIES OF THE ARCHDIOCESE OF BOSTON
51 SLEEPER STREET	BOSTON	MA	02210	NC	ST. PETER TEEN CENTER	$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	SPECIAL INITIATIVES	$100,000
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
EAST BOSTON CENTRAL CATHOLIC
69 LONDON STREET	EAST BOSTON	MA	02128	NC	EARLY CHILDHOOD PROGRAM	$17,420
EDFUEL
1805 7TH STREET NW 7TH FLOOR	WASHINGTON	DC	20001	NC	RESEARCH	$5,000
FADICA
4201 CONNECTICUT AVENUE NW SUITE	WASHINGTON	DC	20008	NC	MEMBERSHIP	$7,500	505
FIRST NIGHT FIRST DAY
ONE DESIGN CENTER PLACE	BOSTON	MA	02210	NC	GENERAL OPERATING SUPPORT	$5,000
FRANCIS OUIMET SCHOLARSHIP FUND
300 ARNOLD PALMER BOULEVARD	NORTON	MA	02766	NC	SCHOLARSHIP SUPPORT	$200,000
GIRLS INC OF LYNN
50 HIGH STREET	LYNN	MA	01902	NC	CAPITAL CAMPAIGN	$250,000
HARVARD MEDICAL SCHOOL
401 PARK DRIVE SUITE 22W	BOSTON	MA	02215	NC	SYSTEMS BIOLOGY	$250,000
HARVARD MEDICAL SCHOOL
401 PARK DRIVE SUITE 22W	BOSTON	MA	02215	NC	DEAN FLIER FUND	$50,000
INNERCITY WEIGHTLIFTING
PO BOX 171313	BOSTON	MA	02117	NC	PROGRAM EXPANSION	$105,000
LYNCH LEADERSHIP ACADEMY
140 COMMONWEALTH AVENUE	CHESTNUT HILL	MA	02467	NC	GENERAL OPERATING SUPPORT	$2,061,465
MANNHATTAN INSTITUTE FOR POLICY RESEARCH
52 VANDERBILT AVENUE	NEW YORK	NY	10017	NC	RESEARCH	$25,000
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	$33,661
MIT EDGERTON CENTER
77 MASSACHUSETTS AVENUE	CAMBRIDGE	MA	02139	NC	BOSTON STEM WEEK	$100,000
MY BROTHER'S KEEPER
PO BOX 338	EASTON	MA	02356	NC	GENERAL OPERATING SUPPORT	$25,000
NATIONAL COUNCIL ON TEACHER QUALITY
1120 G STREET NW SUITE 800	WASHINGTON	DC	20005	NC	MASSACHUSETTS PROGRAMMING	$25,000
PAPAL FOUNDATION
150 MONUMENT ROAD SUITE 600	BALA CYNWYD	PA	19004	NC	GENERAL OPERATING SUPPORT	$25,000
PARTNERS IN HEALTH
888 COMMONWEALTH AVENUE 3RD FLOOR	BOSTON	MA	02215	NC	HAITI SUPPORT	$50,000
PEABODY ESSEX MUSEUM
161 ESSEX STREET	SALEM	MA	01970	NC	CAROLYN AND PETER LYNCH EXHIBITION ENDOWMENT	$500,000
PHILANTHROPY ROUNDTABLE
1150 17TH STREET NW SUITE 503	WASHINGTON	DC	20036	NC	K-12 EDUCATION PROGRAM	$25,000
POSSE FOUNDATION BOSTON
45 FRANKLIN STREET	BOSTON	MA	02110	NC	GENERAL OPERATING SUPPORT	$25,000
QUINCY CATHOLIC ACADEMY
370 HANCOCK STREET	QUINCY	MA	02171	NC	EARLY CHILDHOOD PROGRAM	$19,190
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	GENERAL OPERATING SUPPORT	$25,000
SACRED HEART SCHOOL
1035 CANTERBURY STREET	ROSLINDALE	MA	02131	NC	GENERAL OPERATING SUPPORT	$17,690
SAINT JOHN PAUL II CATHOLIC ACADEMY
2200 DORCHESTER AVENUE	DORCHESTER	MA	02124	NC	EARLY CHILDHOOD PROGRAM	$75,781
SONTAG PRIZE IN URBAN EDUCATION
30 ROWES WHARF SUITE 600	BOSTON	MA	02110	NC	PROGRAM EXPANSION	$323,196
SOUTH BOSTON CATHOLIC ACADEMY
866 EAST BROADWAY	BOSTON	MA	02127	NC	EARLY CHILDHOOD PROGRAM	$36,061
ST JOHN SCHOOL
9 MOON STREET	BOSTON	MA	02113	NC	EARLY CHILDHOOD PROGRAM	$18,080
ST JOHN THE BAPTIST SCHOOL
19 CHESTNUT STREET	PEABODY	MA	01960	NC	LYNCH SCHOLARS PROGRAM	$10,000
ST MARY STAR OF THE SEA SCHOOL
13 CHAPMAN STREET	BEVERLY	MA	01915	NC	LYNCH SCHOLARS PROGRAM	$2,000
ST PIUS V SCHOOL
28 BOWLER STREET	LYNN	MA	01904	NC	LYNCH SCHOLARS PROGRAM	$4,000
ST ROSE SCHOOL
580 BROADWAY	CHELSEA	MA	02150	NC	EARLY CHILDHOOD PROGRAM	$19,962
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 BRIDGESPAN GROUP
2 COPLEY PLACE 7TH FLOOR	BOSTON	MA	02116	NC	LEADING FOR IMPACT BOSTON PROGRAM	$100,000
THE FELLS HISTORIC ESTATE AND GARDENS
456 ROUTE 103-A PO BOX 276	NEWBURY	NH	03255	NC	CAPITAL CAMPAIGN	$50,000
URBAN CATHOLIC TEACHER CORPS
25 LAWRENCE AVENUE	CHESTNUT HILL	MA	02467	NC	GENERAL OPERATING SUPPORT	$50,000
WGBH
ONE GUEST STREET	BOSTON	MA	02135	NC	NOVA PROGRAM SUPPORT	$25,000
XAVERIAN BROTHERS HIGH SCHOOL
800 CLAPBOARD STREET	WESTWOOD	MA	02090	NC	SCHOLARSHIP SUPPORT	$50,000
YEAR UP BOSTON
45 MILK STREET	BOSTON	MA	02109	NC	PROGRAM EXPANSION	$250,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$7,867,656	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	$423,497	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$280,267	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$703,764	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$703,764	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	$64,969	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$54,698	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	PUBLICLY TRADED SECURITIES	StockNm
EOY Book Value	$105,313,522	EOYBookValueAmt
EOYFMV	$105,313,522	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	$5,408,605	BookValueAmt
EOYFMV	$5,408,605	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MISCELLANEOUS EXPENSE	$863	$0	$863
MEMBERSHIP	$7,627	$0	$4,197
OFFICE EXPENSES	$52,182	$0	$55,466
EVENTS	$25,827	$0	$24,897

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN ON INVESTMENTS	Desc
Amt	$10,231,952	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	DEFERRED EXCISE TAX	Desc
BOY Book Value	$62,755	BOYBookValueAmt
EOY Book Value	$267,394	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES	$549,360	$549,360	$0
SOFTWARE	$6,178	$0	$6,203
OTHER CONSULTANTS	$42,587	$0	$47,587
LEGAL	$400	$0	$400

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$1,657	$1,657	$0
PAYROLL TAXES	$29,358	$5,814	$23,544
FEDERAL EXCISE TAX	$205,162	$0	$0

LYNCH FOUNDATION: Form 990PF, tax year 2016

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

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