LYNCH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LYNCH FOUNDATION (EIN 04-3017940)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-07
- IRS object ID
- 202532809349100018
- Schema version
- 2024v5.2
- 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 Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-07T12:51:30-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043191784 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MP PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MONARCH PLACE | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 ST 404 | 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 | 2025-09-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS THEOBALD | PreparerPersonNm |
| PTIN | P00368792 | PTIN |
| Phone | 4137391800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $146,827,858 | 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 | $1,069,648 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,069,648 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,037,196 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $213,215,607 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,037,196 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$147,516 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$147,516 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $31,959,328 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,959,328 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $784,039 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $784,039 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $129,616 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $129,616 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $172,723 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $63,382 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $109,341 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $119,460 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $59,730 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $59,730 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $985,894 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $672,758 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $313,136 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $4,895 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4,895 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $407,635 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $329,166 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $78,469 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $72,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $72,000 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $97,852 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $73,389 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $24,463 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $111,351 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $111,351 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,885,465 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,332,936 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,552,529 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,250,254 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,250,254 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,135,719 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,332,936 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,802,783 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,823,609 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,626,392 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,139,052 | CashBOYAmt |
| Cash EOY | $9,941,574 | CashEOYAmt |
| Cash EOYFMV | $9,941,574 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $23,703 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $96,580,566 | CorporateStockBOYAmt |
| Corporate Stock EOY | $106,386,202 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $106,386,202 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $24,255,111 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,475,290 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $30,475,290 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $12,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $24,792 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $24,792 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $130,010,432 | TotalAssetsBOYAmt |
| Total Assets EOY | $146,827,858 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $146,827,858 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $142,436 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $125,285 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $188,779 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $191,031 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $331,215 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $316,316 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $129,679,217 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $146,511,542 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $129,679,217 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $146,511,542 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $130,010,432 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $146,827,858 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $129,679,217 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,823,609 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $150,502,826 | SubtotalAmt |
| Other Decreases | $3,991,284 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $146,511,542 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| NET GAIN (LOSS) FROM SALE OF ASSETS - SECURITIES | 2024-01-01 | 2024-07-01 | $184,635,516 | $163,184,992 | $21,450,524 | $21,450,524 | |
| NET GAIN (LOSS) FROM SALE OF ASSETS - SECURITIES | 2023-01-01 | 2024-07-01 | $28,580,091 | $23,006,849 | $5,573,242 | $5,573,242 | |
| NET GAIN (LOSS) FROM SALE OF ASSETS - OTHER INVESTMENTS | 2024-01-01 | 2024-07-01 | -$930,933 | -$930,933 | P | ||
| NET GAIN (LOSS) FROM SALE OF ASSETS - OTHER INVESTMENTS | 2023-01-01 | 2024-07-01 | $4,944,437 | $4,944,437 | P | ||
| 1231 LOSS FROM OTHER INVESTMENTS | 2023-01-01 | 2024-07-01 | $74 | -$74 | -$74 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,037,196 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $425,707 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $425,707 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $425,707 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $447,545 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $447,545 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,838 | OverpaymentAmt |
| Applied To ES Tax | $21,838 | 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 | WWW.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 ST STE 404 | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| VICTORIA PRUDDEN | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | CHIEF OPERATIONS OFFICER | 40.00 | $178,154 | $40,530 | $0 |
| KATHRYN M EVERETT | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | EXECUTIVE DIRECTOR | 40.00 | $592,385 | $69,810 | $13,500 |
| RICHARD SPILLANE | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TREASURER | 1.00 | $0 | $0 | $0 |
| RALPH C SWEETLAND MD | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PETER S LYNCH | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | PRESIDENT AND CHAIRMAN | 1.00 | $0 | $0 | $0 |
| NANCY COOLIDGE | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARY WITKOWSKI | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARIE-CLAUDE TANNY | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN REGAN | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH DE MONTRICHARD | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ANNE LUKOWSKI | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| AMANDA FERNANDEZ | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $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 |
|---|---|---|---|---|---|---|---|---|
| ASHLEY MEANY | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TRADING & INVESTMENT | 20.00 | $95,866 | $36,496 | $0 |
| TIMOTHY JUREVIC | ||||||||
| 109 STATE ST STE 404 | BOSTON | MA | 02109 | TRADING & INVESTMENT | 10.00 | $33,750 | $26,886 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VILMS CONSULTING | |||||
| 125 HIGH ST | BOSTON | MA | 02110 | ACCOUNTING SERVICES | $78,120 |
| MP PC | |||||
| ONE MONARCH PLACE SUITE 900 | SPRINGFIELD | MA | 01144 | AUDIT & TAX PREPARATION SERVICES | $41,340 |
| BOSTON FAMILY ADVISORS | |||||
| 118 NEWBURY ST | BOSTON | MA | 02116 | INVESTMENT MANAGEMENT | $32,500 |
| BUILDING IMPACT | |||||
| 93 SUMMER ST 2ND FLOOR | BOSTON | MA | 02110 | STRATEGIC PLANNING | $31,125 |
| METROCREATE STUDIOS | |||||
| 275 MASSACHUSETTS AVE | ARLINGTON | MA | 02474 | MARKETING | $18,589 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $106,747,163 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,991,825 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $24,785,459 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $139,524,447 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $139,524,447 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,092,867 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $137,431,580 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,871,579 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,871,579 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $425,707 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $425,707 | TotalTaxAmt |
| Distributable Before Adj | $6,445,872 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,445,872 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,445,872 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,802,783 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,802,783 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,445,872 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,227,134 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,224,770 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,155,936 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,098,623 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,103,555 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,810,018 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,802,783 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,445,872 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,356,911 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,166,929 | 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 | $3,227,134 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,939,795 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,224,770 | ExcessFromYear4Amt |
| Excess From Year3 | $5,155,936 | ExcessFromYear3Amt |
| Excess From Year2 | $3,098,623 | ExcessFromYear2Amt |
| Excess From Year1 | $3,103,555 | ExcessFromYear1Amt |
| Excess From Current Year | $3,356,911 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
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 ST STE 404 | 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, HEALTH CARE AND WELLNESS INCLUDING SOCIAL DETERMINANTS OF HEALTH, PRESERVATION AND ACCESS TO CULTURAL AND HISTORIC ASSETS AND OPEN SPACE FOR ALL, THE RELIGIOUS AND EDUCATIONAL EFFORTS OF THE ROMAN CATHOLIC CHURCH, AND HOUSING AND HOMELESSNESS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN IRELAND FUND | ||||||
| 10 POST OFFICE SQUARE SUITE 1205 | BOSTON | MA | 02109 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| AMERIGO EDUCATION | ||||||
| 125 S WACKER DR SUITE 1850 | CHICAGO | IL | 60606 | PC | ILEE | $17,500 |
| ARCHDIOCESE OF BOSTON | ||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | PC | CARDINAL'S APPEAL, CLERGY BENEFIT TRUST, CATHOLIC SCHOOLS SUPPORT | $125,000 |
| BAY PATH UNIVERSITY | ||||||
| 588 LONGMEADOW ST | LONGMEADOW | MA | 01106 | PC | SCHOLARSHIP SUPPORT | $26,468 |
| BENJAMIN FRANKLIN CUMMINGS INSTITUTE OF TECHNOLOGY | ||||||
| 41 BERKELEY ST | BOSTON | MA | 02116 | PC | CAPITAL CAMPAIGN | $150,000 |
| BETTER ANGELS SOCIETY | ||||||
| 5185 MACARTHUR BOULEVARD SUITE 570 | WASHINGTON | DC | 20016 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| BOSTON CELTICS SHAMROCK FOUNDATION | ||||||
| 226 CAUSEWAY ST 4TH FLOOR | BOSTON | MA | 02114 | PC | BOSTON CELTICS UNITED FOR SOCIAL JUSTICE INITIATIVE | $100,000 |
| BOSTON CHILDREN'S HOSPITAL | ||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | PC | RESEARCH CENTER | $80,000 |
| BOSTON CHILDREN'S MUSEUM | ||||||
| 308 CONGRESS STREET | BOSTON | MA | 02210 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| BOSTON COLLEGE POPS ON THE HEIGHTS | ||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | PC | SCHOLARSHIP SUPPORT | $50,000 |
| BOSTON HARBOR NOW | ||||||
| 1 CONSTITUTION ROAD | BOSTON | MA | 02129 | PC | COMMUNITY CRUISES | $25,000 |
| BOYS AND GIRLS CLUBS OF BOSTON | ||||||
| 50 CONGRESS STREET SUITE 730 | BOSTON | MA | 02109 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| BOYS AND GIRLS CLUBS OF DORCHESTER | ||||||
| 1135 DORCHESTER AVE | DORCHESTER | MA | 02125 | PC | CAPITAL CAMPAIGN | $125,000 |
| BREAST CANCER RESEARCH FUND | ||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| CAMP HARBOR VIEW FOUNDATION | ||||||
| 200 CLARENDON STREET | BOSTON | MA | 02116 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| CAMPAIGN FOR CATHOLIC SCHOOLS | ||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| CARE | ||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | PC | POLAND SUPPORT | $25,000 |
| CAREPORTAL | ||||||
| 3161 WYANDOTTE STREET | KANSAS CITY | MO | 64111 | PC | MASSACHUSETTS EXPANSION | $100,000 |
| CATHEDRAL HIGH SCHOOL | ||||||
| 74 UN PARK STREET | BOSTON | MA | 02118 | PC | GENERAL OPERATING SUPPORT | $125,000 |
| CATHOLIC CHARITIES | ||||||
| 75 KNEELAND ST 8TH FLOOR | BOSTON | MA | 02118 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| CATHOLIC RELIEF SERVICES | ||||||
| 228 W LEXINGTON STREET | BALTIMORE | MD | 21201 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| CATHOLIC SCHOOLS FOUNDATION | ||||||
| 67 BATTERYMARCH STREET 6TH FLOOR | BOSTON | MA | 02110 | PC | ENDOWMENT SUPPORT | $100,000 |
| CHARLES RIVER CONSERVANCY | ||||||
| 43 THORNDIKE ST | CAMBRIDGE | MA | 02141 | PC | PUBLIC ART PROJECT | $25,000 |
| CHILDREN'S SERVICES OF ROXBURY | ||||||
| 504-520 DUDLEY ST | ROXBURY | MA | 02119 | PC | CAPITAL CAMPAIGN | $400,000 |
| CITIZENS HOUSING AND PLANNING ASSOCIATION | ||||||
| ONE BEACON ST 5TH FLOOR | BOSTON | MA | 02108 | PC | MBTA COMMUNITIES SUPPORT | $150,000 |
| CITY OF BOSTON PARKS AND RECREATION DEPARTMENT | ||||||
| 1010 MASSACHUSETTS AVENUE - 3F | BOSTON | MA | 02118 | PC | BOSTON COMMON TREE LIGHTING | $10,000 |
| CITY YEAR BOSTON | ||||||
| 287 COLUMBUS AVENUE | BOSTON | MA | 02116 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| DEERFIELD ACADEMY | ||||||
| 7 BOYDEN LN | DEERFIELD | MA | 01342 | PC | SCHOLARSHIP ENDOWMENT | $50,000 |
| EAST BOSTON CENTRAL CATHOLIC | ||||||
| 69 LONDON ST | EAST BOSTON | MA | 02128 | PC | EARLY CHILDHOOD PROGRAM | $2,288 |
| ECHO HORIZON SCHOOL | ||||||
| 3430 MCMANUS AVE | CULVER CITY | CA | 90232 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| EMBRACE BOSTON | ||||||
| 139 TREMONT ST | BOSTON | MA | 02108 | PC | CAPITAL CAMPAIGN | $100,000 |
| ESPERANZA ACADEMY | ||||||
| 198 GARDEN STREET | LAWRENCE | MA | 01840 | PC | CAPITAL CAMPAIGN | $250,000 |
| FACING HISTORY & OURSELVES | ||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FAMILYAID BOSTON | ||||||
| 3815 WASHINGTON STREET | BOSTON | MA | 02130 | PC | CAPITAL CAMPAIGN | $250,000 |
| FATHER'S UPLIFT | ||||||
| 12 SOUTHERN AVENUE | BOSTON | MA | 02124 | PC | CAPACITY BUILDING | $150,000 |
| FIDELITY CHARITABLE | ||||||
| 200 SEAPORT BLVD NCW4B | BOSTON | MA | 02210 | PC | DISCRETIONARY GRANTS | $400,000 |
| FOUNDATION TO COMBAT ANTISEMITISM | ||||||
| ONE PATRIOT PLACE | FOXBOROUGH | MA | 02035 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| FRANCIS OUIMET SCHOLARSHIP FUND | ||||||
| 300 ARNOLD PALMER BLVD | NORTON | MA | 02766 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| FRIENDS OF THE PUBLIC GARDEN | ||||||
| 69 BEACON STREET | BOSTON | MA | 02108 | PC | ENDOWMENT SUPPORT | $5,000 |
| GBH | ||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | PC | NOVA PROGRAM SUPPORT | $10,000 |
| GREGORIAN UNIVERSITY FOUNDATION | ||||||
| 3220 N STREET NW 201 | WASHINGTON | DC | 20007 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| HARVARD MEDICAL SCHOOL | ||||||
| 401 PARK DRIVE SUITE 22W | BOSTON | MA | 02215 | PC | GLOBAL HEALTH EQUITY FELLOWSHIPS | $300,000 |
| HISTORIC NEW ENGLAND | ||||||
| 141 CAMBRIDGE ST | BOSTON | MA | 02114 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| HOLY NAME SCHOOL | ||||||
| 535 W ROXBURY PKWY | WEST ROXBURY | MA | 02132 | PC | EARLY CHILDHOOD PROGRAM | $6,288 |
| HOPE AND COMFORT | ||||||
| 659 HIGHLAND AVE | NEEDHAM | MA | 02494 | PC | CAPACITY BUILDING | $25,000 |
| HOPEWELL | ||||||
| 3 ALLIED DRIVE SUITE 308 | DEDHAM | MA | 02026 | PC | MY FIRST PLACE PROGRAM | $100,000 |
| I2 LEARNING FOUNDATION | ||||||
| PO BOX 21063 | NEW YORK | NY | 10025 | PC | DAY OF AI | $200,000 |
| INNERCITY WEIGHTLIFTING | ||||||
| PO BOX 171313 | BOSTON | MA | 02117 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| INTERNATIONAL CONSORTIUM FOR HEALTH OUTCOMES MEASUREMENT | ||||||
| 399 BOYLSTON ST | BOSTON | MA | 02116 | PC | CONFERENCE SUPPORT | $55,000 |
| JUMPSTART | ||||||
| 308 CONGRESS ST 6TH FLOOR | BOSTON | MA | 02210 | PC | ACCELERATED WORKFORCE PROGRAM PILOT | $75,000 |
| LASALLE ACADEMY | ||||||
| 612 ACADEMY AVENUE | PROVIDENCE | RI | 02908 | PC | SCHOLARSHIP SUPPORT | $25,000 |
| LAWRENCE CATHOLIC ACADEMY | ||||||
| 101 PARKER ST | LAWRENCE | MA | 01843 | PC | CAPITAL CAMPAIGN AND EARLY CHILDHOOD SUPPORT | $512,576 |
| LAWRENCE COMMUNITYWORKS | ||||||
| 168 NEWBURY ST | LAWRENCE | MA | 01841 | PC | DYE WORKS CAPITAL SUPPORT | $50,000 |
| LINCOLN INSTITUTE OF LAND POLICY | ||||||
| 113 BRATTLE ST | CAMBRIDGE | MA | 02138 | PC | MA MAPPING PROJECT | $20,000 |
| LOWELL CATHOLIC ACADEMY | ||||||
| 486 STEVENS ST | LOWELL | MA | 01851 | PC | EARLY CHILDHOOD PROGRAM | $21,864 |
| LYNCH LEADERSHIP ACADEMY | ||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | PC | GENERAL OPERATING SUPPORT | $115,000 |
| MASSACHUSETTS MENTORING PARTNERSHIP | ||||||
| 75 KNEELAND ST | BOSTON | MA | 02111 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MCLEAN HOSPITAL | ||||||
| 115 MILL ST | BELMONT | MA | 04278 | PC | CAPITAL CAMPAIGN | $75,000 |
| MENTOR NATIONAL MENTORING PARTNERSHIP | ||||||
| 201 SOUTH STREET 6TH FLOOR | BOSTON | MA | 02111 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| MILTON ACADEMY | ||||||
| 170 CENTRE ST | MILTON | MA | 02186 | PC | SCHOLARSHIP ENDOWMENT | $50,000 |
| MISSION GRAMMAR SCHOOL | ||||||
| 94 ALPHONSUS STREET | BOSTON | MA | 02120 | PC | EARLY CHILDHOOD PROGRAM | $510,576 |
| MORE THAN WORDS | ||||||
| 242 E BERKELEY ST | BOSTON | MA | 02118 | PC | HOUSING SUPPORT | $100,000 |
| MUSTIQUE CHARITABLE FOUNDATION | ||||||
| 137 N LARCHMONT BLVD 621 | LOS ANGELES | CA | 90004 | PC | HURRICANE BERYL RELIEF | $101,425 |
| MY BROTHER'S KEEPER | ||||||
| PO BOX 338 | EASTON | MA | 02356 | PC | CAPITAL CAMPAIGN AND GENERAL OPERATING SUPPORT | $25,000 |
| NEW ENGLAND WILDLIFE CENTER | ||||||
| 500 COLUMBIAN ST | WEYMOUTH | MA | 02190 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| OAK ROSE FUND | ||||||
| 2624 S KRAMERIA STREET | DENVER | CO | 80222 | PC | CATHOLIC SCHOOL WORKING GROUP | $5,000 |
| ORDER OF MALTA AMERICAN ASSOCIATION | ||||||
| 1011 1ST AVENUE 1350 | NEW YORK | NY | 10022 | PC | CAPITAL CAMPAIGN | $100,000 |
| PARTNERS IN HEALTH | ||||||
| 888 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | PC | PAUL E. FARMER SCHOLARSHIP FUND & GENERAL OPERATING SUPPORT | $225,000 |
| PEABODY ESSEX MUSEUM | ||||||
| 161 ESSEX STREET | SALEM | MA | 01970 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| PHILANTHROPY MASSACHUSETTS | ||||||
| 133 FEDERAL STREET | BOSTON | MA | 02110 | PC | MEMBERSHIPS | $10,500 |
| PHOENIX | ||||||
| 54 NEWMARKET SQUARE | BOSTON | MA | 02118 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| PINE STREET INN | ||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | PC | SUPPORTIVE SERVICES FOR 900 MORRISSEY BOULEVARD PROJECT | $167,000 |
| PIONEER INSTITUTE | ||||||
| 185 DEVONSHIRE ST | BOSTON | MA | 02110 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| REGIS COLLEGE | ||||||
| 235 WELLESLEY ST | WESTON | MA | 02493 | PC | SUMMER SCHOLARS PROGRAM | $15,500 |
| RENEW INTERNATIONAL | ||||||
| 1232 GEORGE STREET | PLAINFIELD | NJ | 07062 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| RON BURTON TRAINING VILLAGE | ||||||
| 55 MORGAN ROAD | HUBBARDSTON | MA | 01452 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| ROSE KENNEDY GREENWAY | ||||||
| 185 KNEELAND STREET | BOSTON | MA | 02111 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SACRED HEART ROSLINDALE | ||||||
| 1035 CANTERBURY STREET | ROSLINDALE | MA | 02131 | PC | EARLY CHILDHOOD PROGRAM | $6,288 |
| SACRED HEART SCHOOL KINGSTON | ||||||
| 329 BISHOPS HIGHWAY | KINGSTON | MA | 02364 | PC | EARLY CHILDHOOD PROGRAM | $25,436 |
| SACRED HEART WEYMOUTH | ||||||
| 75 COMMERCIAL ST | WEYMOUTH | MA | 02188 | PC | EARLY CHILDHOOD PROGRAM | $102,807 |
| SAINT JOHN PAUL II CATHOLIC ACADEMY | ||||||
| 790 COLUMBIA ROAD | DORCHESTER | MA | 02125 | PC | EARLY CHILDHOOD PROGRAM | $22,728 |
| SAINT THERESA OF THE CHILD JESUS CATHOLIC SCHOOL | ||||||
| 192 SUMMER STREET | SOMERVILLE | MA | 02143 | PC | EARLY CHILDHOOD PROGRAM | $13,576 |
| SISTERS OF NOTRE DAME DE NAMUR | ||||||
| 351 BROADWAY | EVERETT | MA | 02149 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| SITTERS FOR SCHOLARS | ||||||
| 769 CENTRE ST | BOSTON | MA | 02130 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SOUTH BOSTON CATHOLIC | ||||||
| 866 EAST BROADWAY | BOSTON | MA | 02127 | PC | EARLY CHILDHOOD PROGRAM | $19,864 |
| ST AGATHA SCHOOL | ||||||
| 440 ADAMS STREET | MILTON | MA | 02186 | PC | EARLY CHILDHOOD PROGRAM | $43,249 |
| ST AGNES SCHOOL | ||||||
| 39 MEDFORD ST | ARLINGTON | MA | 02474 | PC | EARLY CHILDHOOD PROGRAM | $6,288 |
| ST BRIDGET FRAMINGHAM | ||||||
| 832 WORCESTER RD | FRAMINGHAM | MA | 01702 | PC | EARLY CHILDHOOD PROGRAM | $44,498 |
| ST JOHN SCHOOL BOSTON | ||||||
| 9 MOON STREET | BOSTON | MA | 02113 | PC | EARLY CHILDHOOD PROGRAM | $13,863 |
| ST MARY OF THE ASSUMPTION SCHOOL | ||||||
| 67 HARVARD ST | BROOKLINE | MA | 02445 | PC | EARLY CHILDHOOD PROGRAM | $73,864 |
| ST MARY'S CENTER FOR WOMEN AND CHILDREN | ||||||
| 90 CUSHING AVENUE | DORCHESTER | MA | 02125 | PC | CAPITAL CAMPAIGN | $250,000 |
| ST MARY'S OF THE ANNUNCIATION SCHOOL | ||||||
| 14 OTIS STREET | DANVERS | MA | 01923 | PC | EARLY CHILDHOOD PROGRAM | $100,671 |
| ST MICHAEL'S SCHOOL LOWELL | ||||||
| 21 6TH ST | LOWELL MA | MA | 01850 | PC | EARLY CHILDHOOD PROGRAM | $11,376 |
| ST PIUS V SCHOOL | ||||||
| 28 BOWLER STREET | LYNN | MA | 01904 | PC | EARLY CHILDHOOD PROGRAM | $12,576 |
| TEACH FOR AMERICA MASSACHUSETTS | ||||||
| 60 CANAL STREET 3RD FLOOR | BOSTON | MA | 02114 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| THE BASEBALL INC | ||||||
| 150 SHIRLEY ST | BOSTON | MA | 02119 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| THE GOODNESS WEB | ||||||
| PO BOX 5061 | WAYLAND | MA | 01778 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| THE URBAN CATHOLIC TEACHER CORPS | ||||||
| 25 LAWRENCE AVENUE | CHESTNUT HILL | MA | 02467 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| THRIVE SCHOLARS | ||||||
| 75 FEDERAL STREET SUITE 1250 | BOSTON | MA | 02110 | PC | PROGRAM EXPANSION | $100,000 |
| TRINITY CATHOLIC ACADEMY | ||||||
| 11 PINE STREET | SOUTHBRIDGE | MA | 01550 | PC | EARLY CHILDHOOD PROGRAM | $11,185 |
| UNCORNERED | ||||||
| 222 BOWDOIN ST | DORCHESTER | MA | 02122 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| UNION CAPITAL BOSTON | ||||||
| 1544 COLUMBUS AVE | BOSTON | MA | 02119 | PC | SPRINGFIELD EXPANSION | $50,000 |
| URBAN LEAGUE OF MASSACHUSETTS | ||||||
| 88 WARREN ST | ROXBURY | MA | 02119 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| WILY NETWORK | ||||||
| 189 WELLS AVE SUITE 301 | NEWTON | MA | 02459 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| XAVERIAN BROTHER'S HIGH SCHOOL | ||||||
| 800 CLAPBOARDTREE ST | WESTWOOD | MA | 02090 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| YMCA OF GREATER BOSTON | ||||||
| 317 HUNTINGTON AVE | BOSTON | MA | 02115 | PC | METCO PARTNERSHIP | $85,000 |
| YMCA OF THE NORTH SHORE | ||||||
| 200 CUMMINGS CENTER | BEVERLY | MA | 01915 | PC | SALEM ROOFTOP PLAYGROUND | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,250,254 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,069,648 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,037,196 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIVATE INVESTMENTS INCOME (LOSS) | Desc |
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$147,516 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $31,959,328 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,959,328 | 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 FEES | CategoryTxt |
| Amt | $119,460 | Amt |
| Net Investment Income | $59,730 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $59,730 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $106,386,202 | EOYBookValueAmt |
| EOYFMV | $106,386,202 | 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 | $30,475,290 | BookValueAmt |
| EOYFMV | $30,475,290 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PP&E | $0 | $12,792 | $12,792 |
| SECURITY DEPOSIT LEASE | $12,000 | $12,000 | $12,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN NET OF INVESTMENTS SOLD | Desc |
| Amt | $3,991,284 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EVENTS | $18,738 | $0 | $18,738 |
| INSURANCE | $1,462 | $0 | $1,462 |
| MEMBERSHIPS | $20,162 | $0 | $20,162 |
| MISCELLANEOUS EXPENSE | $15,749 | $0 | $15,749 |
| OFFICE EXPENSE | $27,879 | $0 | $27,879 |
| POSTAGE AND SHIPPING | $1,016 | $0 | $1,016 |
| SUBSCRIPTIONS | $3,658 | $0 | $3,658 |
| SUPPLIES | $13,353 | $0 | $13,353 |
| TELEPHONE | $9,334 | $0 | $9,334 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIVATE INVESTMENTS INCOME (LOSS) | Desc |
| Revenue And Expenses Per Books | -$147,516 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$147,516 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$147,516 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX | Desc |
| BOY Book Value | $188,779 | BOYBookValueAmt |
| EOY Book Value | $191,031 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $859,722 | $609,133 | $250,589 |
| OTHER PROFESSIONAL FEES | $126,172 | $63,625 | $62,547 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $282,846 | $240,419 | $42,427 |
| FOREIGN TAXES PAID | $79,736 | $79,736 | $0 |
| PAYROLL TAXES | $45,053 | $9,011 | $36,042 |
Comments