2025-10-07T12:51:30-05:00 2024-12-31 043191784 MP PC ONE MONARCH PLACE SPRINGFIELD MA 01144 990PF 2024-01-01 043017940 THE LYNCH FOUNDATION LYNC 6176391280 109 STATE ST 404 BOSTON MA 02109 KATHRYN EVERETT EXECUTIVE DIRECTOR 6176391280 2025-09-20 1 1 DOUGLAS THEOBALD P00368792 4137391800 2024 2025-03-06 01:10:19Z X 146827858 X X 1069648 1069648 31037196 213215607 31037196 -147516 -147516 31959328 31959328 784039 0 784039 129616 129616 0 172723 63382 109341 119460 59730 59730 985894 672758 313136 4895 4895 0 407635 329166 78469 72000 0 72000 97852 73389 24463 111351 0 111351 2885465 1332936 1552529 8250254 8250254 11135719 1332936 9802783 20823609 30626392 9139052 9941574 9941574 23703 96580566 106386202 106386202 24255111 30475290 30475290 12000 24792 24792 130010432 146827858 146827858 142436 125285 188779 191031 331215 316316 X 129679217 146511542 129679217 146511542 130010432 146827858 129679217 20823609 0 150502826 3991284 146511542 NET GAIN (LOSS) FROM SALE OF ASSETS - SECURITIES 2024-01-01 2024-07-01 184635516 163184992 21450524 21450524 NET GAIN (LOSS) FROM SALE OF ASSETS - SECURITIES 2023-01-01 2024-07-01 28580091 23006849 5573242 5573242 NET GAIN (LOSS) FROM SALE OF ASSETS - OTHER INVESTMENTS P 2024-01-01 2024-07-01 -930933 -930933 NET GAIN (LOSS) FROM SALE OF ASSETS - OTHER INVESTMENTS P 2023-01-01 2024-07-01 4944437 4944437 1231 LOSS FROM OTHER INVESTMENTS P 2023-01-01 2024-07-01 74 -74 -74 31037196 425707 0 425707 0 425707 447545 0 0 0 447545 0 21838 21838 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 WWW.THELYNCHFOUNDATION.COM KATHRYN EVERETT EXECUTIVE DIRECTOR 6176391280 109 STATE ST STE 404 BOSTON MA 02109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 VICTORIA PRUDDEN 109 STATE ST STE 404 BOSTON MA 02109 CHIEF OPERATIONS OFFICER 40.00 178154 40530 0 KATHRYN M EVERETT 109 STATE ST STE 404 BOSTON MA 02109 EXECUTIVE DIRECTOR 40.00 592385 69810 13500 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 ASHLEY MEANY 109 STATE ST STE 404 BOSTON MA 02109 TRADING & INVESTMENT 20.00 95866 36496 0 TIMOTHY JUREVIC 109 STATE ST STE 404 BOSTON MA 02109 TRADING & INVESTMENT 10.00 33750 26886 0 0 VILMS CONSULTING 125 HIGH ST BOSTON MA 02110 ACCOUNTING SERVICES 78120 MP PC ONE MONARCH PLACE SUITE 900 SPRINGFIELD MA 01144 AUDIT & TAX PREPARATION SERVICES 41340 BOSTON FAMILY ADVISORS 118 NEWBURY ST BOSTON MA 02116 INVESTMENT MANAGEMENT 32500 BUILDING IMPACT 93 SUMMER ST 2ND FLOOR BOSTON MA 02110 STRATEGIC PLANNING 31125 METROCREATE STUDIOS 275 MASSACHUSETTS AVE ARLINGTON MA 02474 MARKETING 18589 0 0 106747163 7991825 24785459 139524447 0 0 139524447 2092867 137431580 6871579 6871579 425707 425707 6445872 0 6445872 0 6445872 9802783 0 9802783 6445872 0 0 3227134 3224770 5155936 3098623 3103555 17810018 9802783 0 0 0 6445872 3356911 0 0 21166929 0 0 0 0 0 0 3227134 17939795 3224770 5155936 3098623 3103555 3356911 KATHRYN M EVERETT 109 STATE ST STE 404 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, 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. AMERICAN IRELAND FUND 10 POST OFFICE SQUARE SUITE 1205 BOSTON MA 02109 PC GENERAL OPERATING SUPPORT 25000 AMERIGO EDUCATION 125 S WACKER DR SUITE 1850 CHICAGO IL 60606 PC ILEE 17500 ARCHDIOCESE OF BOSTON 66 BROOKS DRIVE BRAINTREE MA 02184 PC CARDINAL'S APPEAL, CLERGY BENEFIT TRUST, CATHOLIC SCHOOLS SUPPORT 125000 BAY PATH UNIVERSITY 588 LONGMEADOW ST LONGMEADOW MA 01106 PC SCHOLARSHIP SUPPORT 26468 BENJAMIN FRANKLIN CUMMINGS INSTITUTE OF TECHNOLOGY 41 BERKELEY ST BOSTON MA 02116 PC CAPITAL CAMPAIGN 150000 BETTER ANGELS SOCIETY 5185 MACARTHUR BOULEVARD SUITE 570 WASHINGTON DC 20016 PC GENERAL OPERATING SUPPORT 25000 BOSTON CELTICS SHAMROCK FOUNDATION 226 CAUSEWAY ST 4TH FLOOR BOSTON MA 02114 PC BOSTON CELTICS UNITED FOR SOCIAL JUSTICE INITIATIVE 100000 BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVENUE BOSTON MA 02115 PC RESEARCH CENTER 80000 BOSTON CHILDREN'S MUSEUM 308 CONGRESS STREET BOSTON MA 02210 PC GENERAL OPERATING SUPPORT 10000 BOSTON COLLEGE POPS ON THE HEIGHTS 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 PC SCHOLARSHIP SUPPORT 50000 BOSTON HARBOR NOW 1 CONSTITUTION ROAD BOSTON MA 02129 PC COMMUNITY CRUISES 25000 BOYS AND GIRLS CLUBS OF BOSTON 50 CONGRESS STREET SUITE 730 BOSTON MA 02109 PC GENERAL OPERATING SUPPORT 50000 BOYS AND GIRLS CLUBS OF DORCHESTER 1135 DORCHESTER AVE DORCHESTER MA 02125 PC CAPITAL CAMPAIGN 125000 BREAST CANCER RESEARCH FUND 28 WEST 44TH STREET SUITE 609 NEW YORK NY 10036 PC GENERAL OPERATING SUPPORT 25000 CAMP HARBOR VIEW FOUNDATION 200 CLARENDON STREET BOSTON MA 02116 PC GENERAL OPERATING SUPPORT 50000 CAMPAIGN FOR CATHOLIC SCHOOLS 66 BROOKS DRIVE BRAINTREE MA 02184 PC GENERAL OPERATING SUPPORT 25000 CARE 151 ELLIS STREET NE ATLANTA GA 30303 PC POLAND SUPPORT 25000 CAREPORTAL 3161 WYANDOTTE STREET KANSAS CITY MO 64111 PC MASSACHUSETTS EXPANSION 100000 CATHEDRAL HIGH SCHOOL 74 UN PARK STREET BOSTON MA 02118 PC GENERAL OPERATING SUPPORT 125000 CATHOLIC CHARITIES 75 KNEELAND ST 8TH FLOOR BOSTON MA 02118 PC GENERAL OPERATING SUPPORT 50000 CATHOLIC RELIEF SERVICES 228 W LEXINGTON STREET BALTIMORE MD 21201 PC GENERAL OPERATING SUPPORT 25000 CATHOLIC SCHOOLS FOUNDATION 67 BATTERYMARCH STREET 6TH FLOOR BOSTON MA 02110 PC ENDOWMENT SUPPORT 100000 CHARLES RIVER CONSERVANCY 43 THORNDIKE ST CAMBRIDGE MA 02141 PC PUBLIC ART PROJECT 25000 CHILDREN'S SERVICES OF ROXBURY 504-520 DUDLEY ST ROXBURY MA 02119 PC CAPITAL CAMPAIGN 400000 CITIZENS HOUSING AND PLANNING ASSOCIATION ONE BEACON ST 5TH FLOOR BOSTON MA 02108 PC MBTA COMMUNITIES SUPPORT 150000 CITY OF BOSTON PARKS AND RECREATION DEPARTMENT 1010 MASSACHUSETTS AVENUE - 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FARMER SCHOLARSHIP FUND & GENERAL OPERATING SUPPORT 225000 PEABODY ESSEX MUSEUM 161 ESSEX STREET SALEM MA 01970 PC GENERAL OPERATING SUPPORT 25000 PHILANTHROPY MASSACHUSETTS 133 FEDERAL STREET BOSTON MA 02110 PC MEMBERSHIPS 10500 PHOENIX 54 NEWMARKET SQUARE BOSTON MA 02118 PC GENERAL OPERATING SUPPORT 25000 PINE STREET INN 444 HARRISON AVENUE BOSTON MA 02118 PC SUPPORTIVE SERVICES FOR 900 MORRISSEY BOULEVARD PROJECT 167000 PIONEER INSTITUTE 185 DEVONSHIRE ST BOSTON MA 02110 PC GENERAL OPERATING SUPPORT 25000 REGIS COLLEGE 235 WELLESLEY ST WESTON MA 02493 PC SUMMER SCHOLARS PROGRAM 15500 RENEW INTERNATIONAL 1232 GEORGE STREET PLAINFIELD NJ 07062 PC GENERAL OPERATING SUPPORT 25000 RON BURTON TRAINING VILLAGE 55 MORGAN ROAD HUBBARDSTON MA 01452 PC GENERAL OPERATING SUPPORT 50000 ROSE KENNEDY GREENWAY 185 KNEELAND STREET BOSTON MA 02111 PC GENERAL OPERATING SUPPORT 10000 SACRED HEART ROSLINDALE 1035 CANTERBURY STREET ROSLINDALE MA 02131 PC EARLY CHILDHOOD PROGRAM 6288 SACRED HEART SCHOOL KINGSTON 329 BISHOPS HIGHWAY KINGSTON MA 02364 PC EARLY CHILDHOOD PROGRAM 25436 SACRED HEART WEYMOUTH 75 COMMERCIAL ST WEYMOUTH MA 02188 PC EARLY CHILDHOOD PROGRAM 102807 SAINT JOHN PAUL II CATHOLIC ACADEMY 790 COLUMBIA ROAD DORCHESTER MA 02125 PC EARLY CHILDHOOD PROGRAM 22728 SAINT THERESA OF THE CHILD JESUS CATHOLIC SCHOOL 192 SUMMER STREET SOMERVILLE MA 02143 PC EARLY CHILDHOOD PROGRAM 13576 SISTERS OF NOTRE DAME DE NAMUR 351 BROADWAY EVERETT MA 02149 PC GENERAL OPERATING SUPPORT 50000 SITTERS FOR SCHOLARS 769 CENTRE ST BOSTON MA 02130 PC GENERAL OPERATING SUPPORT 10000 SOUTH BOSTON CATHOLIC 866 EAST BROADWAY BOSTON MA 02127 PC EARLY CHILDHOOD PROGRAM 19864 ST AGATHA SCHOOL 440 ADAMS STREET MILTON MA 02186 PC EARLY CHILDHOOD PROGRAM 43249 ST AGNES SCHOOL 39 MEDFORD ST ARLINGTON MA 02474 PC EARLY CHILDHOOD PROGRAM 6288 ST BRIDGET FRAMINGHAM 832 WORCESTER RD FRAMINGHAM MA 01702 PC EARLY CHILDHOOD PROGRAM 44498 ST JOHN SCHOOL BOSTON 9 MOON STREET BOSTON MA 02113 PC EARLY CHILDHOOD PROGRAM 13863 ST MARY OF THE ASSUMPTION SCHOOL 67 HARVARD ST BROOKLINE MA 02445 PC EARLY CHILDHOOD PROGRAM 73864 ST MARY'S CENTER FOR WOMEN AND CHILDREN 90 CUSHING AVENUE DORCHESTER MA 02125 PC CAPITAL CAMPAIGN 250000 ST MARY'S OF THE ANNUNCIATION SCHOOL 14 OTIS STREET DANVERS MA 01923 PC EARLY CHILDHOOD PROGRAM 100671 ST MICHAEL'S SCHOOL LOWELL 21 6TH ST LOWELL MA MA 01850 PC EARLY CHILDHOOD PROGRAM 11376 ST PIUS V SCHOOL 28 BOWLER STREET LYNN MA 01904 PC EARLY CHILDHOOD PROGRAM 12576 TEACH FOR AMERICA MASSACHUSETTS 60 CANAL STREET 3RD FLOOR BOSTON MA 02114 PC GENERAL OPERATING SUPPORT 25000 THE BASEBALL INC 150 SHIRLEY ST BOSTON MA 02119 PC GENERAL OPERATING SUPPORT 50000 THE GOODNESS WEB PO BOX 5061 WAYLAND MA 01778 PC GENERAL OPERATING SUPPORT 25000 THE URBAN CATHOLIC TEACHER CORPS 25 LAWRENCE AVENUE CHESTNUT HILL MA 02467 PC GENERAL OPERATING SUPPORT 50000 THRIVE SCHOLARS 75 FEDERAL STREET SUITE 1250 BOSTON MA 02110 PC PROGRAM EXPANSION 100000 TRINITY CATHOLIC ACADEMY 11 PINE STREET SOUTHBRIDGE MA 01550 PC EARLY CHILDHOOD PROGRAM 11185 UNCORNERED 222 BOWDOIN ST DORCHESTER MA 02122 PC GENERAL OPERATING SUPPORT 25000 UNION CAPITAL BOSTON 1544 COLUMBUS AVE BOSTON MA 02119 PC SPRINGFIELD EXPANSION 50000 URBAN LEAGUE OF MASSACHUSETTS 88 WARREN ST ROXBURY MA 02119 PC GENERAL OPERATING SUPPORT 25000 WILY NETWORK 189 WELLS AVE SUITE 301 NEWTON MA 02459 PC GENERAL OPERATING SUPPORT 30000 XAVERIAN BROTHER'S HIGH SCHOOL 800 CLAPBOARDTREE ST WESTWOOD MA 02090 PC GENERAL OPERATING SUPPORT 100000 YMCA OF GREATER BOSTON 317 HUNTINGTON AVE BOSTON MA 02115 PC METCO PARTNERSHIP 85000 YMCA OF THE NORTH SHORE 200 CUMMINGS CENTER BEVERLY MA 01915 PC SALEM ROOFTOP PLAYGROUND 200000 8250254 0 14 1069648 18 31037196 PRIVATE INVESTMENTS INCOME (LOSS) 523000 14 -147516 0 31959328 0 31959328 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 119460 59730 59730 PUBLICLY TRADED SECURITIES 106386202 106386202 PRIVATE EQUITY INVESTMENTS FMV 30475290 30475290 PP&E 0 12792 12792 SECURITY DEPOSIT LEASE 12000 12000 12000 CHANGE IN UNREALIZED GAIN NET OF INVESTMENTS SOLD 3991284 EVENTS 18738 0 18738 INSURANCE 1462 0 1462 MEMBERSHIPS 20162 0 20162 MISCELLANEOUS EXPENSE 15749 0 15749 OFFICE EXPENSE 27879 0 27879 POSTAGE AND SHIPPING 1016 0 1016 SUBSCRIPTIONS 3658 0 3658 SUPPLIES 13353 0 13353 TELEPHONE 9334 0 9334 PRIVATE INVESTMENTS INCOME (LOSS) -147516 -147516 -147516 DEFERRED EXCISE TAX 188779 191031 INVESTMENT MANAGEMENT FEES 859722 609133 250589 OTHER PROFESSIONAL FEES 126172 63625 62547 FEDERAL EXCISE TAXES 282846 240419 42427 FOREIGN TAXES PAID 79736 79736 0 PAYROLL TAXES 45053 9011 36042