2017-05-08T13:47:52-05:00 2016-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBOROUGH MA 01581 990PF 2016-01-01 043017940 THE LYNCH FOUNDATION LYNC 6176391280 109 STATE STREET NO 402 BOSTON MA 02109 KATHRYN EVERETT EXECUTIVE DIRECTOR 6176391280 2017-05-05 1 DAVID KELLEHER CPA P01059560 5083669100 2017-05-05 64.197.103.66 2017-05-05 12:05:17 ED P 15A3BA0AA3AF2E8584787ADC5DF69B75E977A4A4 E389E89C54D8B2D0E67DFD5473BAB8CDEAF766EE 2016 2021-01-29 14:40:06Z X X 114640101 X 3738 X 423497 423497 280267 218462936 280267 707502 703764 346862 0 346862 211960 107000 104960 55899 12419 44180 64969 0 54698 598525 549360 54190 236177 7471 23544 63000 0 63000 70792 1341 68377 86499 0 85423 1734683 677591 845234 7867656 7867656 9602339 677591 8712890 -8894837 26173 1708250 3787577 3787577 127626 130397 130397 107696518 105313522 105313522 3558667 5408605 5408605 113091061 114640101 114640101 31119 38405 62755 267394 93874 305799 X 112997187 114334302 112997187 114334302 113091061 114640101 112997187 -8894837 10231952 114334302 0 114334302 PUBLICLY TRADED SECURITIES 218462936 218182669 280267 280267 280267 0 8769001 114291299 0.076725 9651184 122043958 0.079080 10123126 110626758 0.091507 8233196 91734744 0.089750 0.337062 0.084266 107238745 9036580 262 9036842 8712890 523 0 523 0 523 117717 117717 117194 117194 0 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 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 328312 41927 0 DAVID BADEAU 109 STATE STREET SUITE 402 BOSTON MA 02109 RESEARCH ANALYST 20.00 107000 12419 0 VICTORIA FORMAN 109 STATE STREET SUITE 402 BOSTON MA 02109 OPERATIONS MANAGER 40.00 80000 13838 0 0 NONE 0 0 102863205 5878220 130397 108871822 0 0 108871822 1633077 107238745 5361937 5361937 523 523 5361414 0 5361414 0 5361414 8712890 0 8712890 0 8712890 5361414 0 0 3868430 5208895 3816869 3106751 16000945 8712890 0 0 0 5361414 3351476 0 0 19352421 0 0 0 0 0 0 0 19352421 3868430 5208895 3816869 3106751 3351476 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 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. ACHIEVEMENT NETWORK 225 FRIEND STREET SUITE 7 BOSTON MA 02114 NC PROGRAM EXPANSION 200000 ALMA DEL MAR CHARTER SCHOOL 26 MADEIRA AVENUE NEW BEDFORD MA 02746 NC PROGRAM EXPANSION 50000 ARCHDIOCESE OF BOSTON 66 BROOKS DRIVE BRAINTREE MA 02184 NC RESEARCH 20150 ARTISTS FOR HUMANITY 100 W 2ND STREET BOSTON MA 02127 NC CAPITAL CAMPAIGN 675000 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 EDUCATION DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR ROXBURY MA 02119 NC KING SCHOOL 10000 BOSTON EDUCATION DEVELOPMENT FOUNDATION 2300 WASHINGTON STREET 5TH FLOOR ROXBURY MA 02119 NC HUMAN CAPITAL CAMPAIGN 256000 BOSTON DEBATE LEAGUE 225 FRIEND STREET SUITE 401 BOSTON MA 02114 NC PROGRAM EXPANSION 100000 BOSTON PUBLIC LIBRARY FOUNDATION 700 BOYLSTON STREET BOSTON MA 02116 NC GENERAL OPERATING SUPPORT 10000 BOSTON SCHOOLS FUND 31 HEATH STREET BOSTON MA 02130 NC GENERAL OPERATING SUPPORT 1005000 BOSTON SYMPHONY ORCHESTRA 301 MASSACHUSETTS AVENUE BOSTON MA 02115 NC GENERAL OPERATING SUPPORT 25000 BOYS AND GIRLS CLUBS OF BOSTON 50 CONGRESS STREET SUITE 730 BOSTON MA 02109 NC SHARED SPACE CLUBS 150000 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF BOSTON 51 SLEEPER STREET BOSTON MA 02210 NC ST. PETER TEEN CENTER 50000 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 SPECIAL INITIATIVES 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 EAST BOSTON CENTRAL CATHOLIC 69 LONDON STREET EAST BOSTON MA 02128 NC EARLY CHILDHOOD PROGRAM 17420 EDFUEL 1805 7TH STREET NW 7TH FLOOR WASHINGTON DC 20001 NC RESEARCH 5000 FADICA 4201 CONNECTICUT AVENUE NW SUITE 505 WASHINGTON DC 20008 NC MEMBERSHIP 7500 FIRST NIGHT FIRST DAY ONE DESIGN CENTER PLACE BOSTON MA 02210 NC GENERAL OPERATING SUPPORT 5000 FRANCIS OUIMET SCHOLARSHIP FUND 300 ARNOLD PALMER BOULEVARD NORTON MA 02766 NC SCHOLARSHIP SUPPORT 200000 GIRLS INC OF LYNN 50 HIGH STREET LYNN MA 01902 NC CAPITAL CAMPAIGN 250000 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 105000 LYNCH LEADERSHIP ACADEMY 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 NC GENERAL OPERATING SUPPORT 2061465 MANNHATTAN INSTITUTE FOR POLICY RESEARCH 52 VANDERBILT AVENUE NEW YORK NY 10017 NC RESEARCH 25000 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 33661 MIT EDGERTON CENTER 77 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 NC BOSTON STEM WEEK 100000 MY BROTHER'S KEEPER PO BOX 338 EASTON MA 02356 NC GENERAL OPERATING SUPPORT 25000 NATIONAL COUNCIL ON TEACHER QUALITY 1120 G STREET NW SUITE 800 WASHINGTON DC 20005 NC MASSACHUSETTS PROGRAMMING 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 HAITI SUPPORT 50000 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 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 19190 RED SOX FOUNDATION 4 YAWKEY WAY BOSTON MA 02215 NC RED SOX SCHOLARS PROGRAM 25000 RENEW INTERNATIONAL 1232 GEORGE STREET PLAINFIELD NJ 07062 NC GENERAL OPERATING SUPPORT 25000 SACRED HEART SCHOOL 1035 CANTERBURY STREET ROSLINDALE MA 02131 NC GENERAL OPERATING SUPPORT 17690 SAINT JOHN PAUL II CATHOLIC ACADEMY 2200 DORCHESTER AVENUE DORCHESTER MA 02124 NC EARLY CHILDHOOD PROGRAM 75781 SONTAG PRIZE IN URBAN EDUCATION 30 ROWES WHARF SUITE 600 BOSTON MA 02110 NC PROGRAM EXPANSION 323196 SOUTH BOSTON CATHOLIC ACADEMY 866 EAST BROADWAY BOSTON MA 02127 NC EARLY CHILDHOOD PROGRAM 36061 ST JOHN SCHOOL 9 MOON STREET BOSTON MA 02113 NC EARLY CHILDHOOD PROGRAM 18080 ST JOHN THE BAPTIST SCHOOL 19 CHESTNUT STREET PEABODY MA 01960 NC LYNCH SCHOLARS PROGRAM 10000 ST MARY STAR OF THE SEA SCHOOL 13 CHAPMAN STREET BEVERLY MA 01915 NC LYNCH SCHOLARS PROGRAM 2000 ST PIUS V SCHOOL 28 BOWLER STREET LYNN MA 01904 NC LYNCH SCHOLARS PROGRAM 4000 ST ROSE SCHOOL 580 BROADWAY CHELSEA MA 02150 NC EARLY CHILDHOOD PROGRAM 19962 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 BRIDGESPAN GROUP 2 COPLEY PLACE 7TH FLOOR BOSTON MA 02116 NC LEADING FOR IMPACT BOSTON PROGRAM 100000 THE FELLS HISTORIC ESTATE AND GARDENS 456 ROUTE 103-A PO BOX 276 NEWBURY NH 03255 NC CAPITAL CAMPAIGN 50000 URBAN CATHOLIC TEACHER CORPS 25 LAWRENCE AVENUE CHESTNUT HILL MA 02467 NC GENERAL OPERATING SUPPORT 50000 WGBH ONE GUEST STREET BOSTON MA 02135 NC NOVA PROGRAM SUPPORT 25000 XAVERIAN BROTHERS HIGH SCHOOL 800 CLAPBOARD STREET WESTWOOD MA 02090 NC SCHOLARSHIP SUPPORT 50000 YEAR UP BOSTON 45 MILK STREET BOSTON MA 02109 NC PROGRAM EXPANSION 250000 7867656 0 N/A 14 423497 18 280267 0 703764 0 703764 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 64969 0 54698 PUBLICLY TRADED SECURITIES 105313522 105313522 PRIVATE EQUITY INVESTMENTS FMV 5408605 5408605 MISCELLANEOUS EXPENSE 863 0 863 MEMBERSHIP 7627 0 4197 OFFICE EXPENSES 52182 0 55466 EVENTS 25827 0 24897 UNREALIZED GAIN ON INVESTMENTS 10231952 DEFERRED EXCISE TAX 62755 267394 INVESTMENT MANAGEMENT FEES 549360 549360 0 SOFTWARE 6178 0 6203 OTHER CONSULTANTS 42587 0 47587 LEGAL 400 0 400 FOREIGN TAXES 1657 1657 0 PAYROLL TAXES 29358 5814 23544 FEDERAL EXCISE TAX 205162 0 0