LYNCH FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: LYNCH FOUNDATION (EIN 04-3017940)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-05-12
IRS object ID: 201631339349102158
Schema version: 2015v2.1
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
Schedule B
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-05-12T13:38:18-05:00	ReturnTs
Tax Period End	2015-12-31	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	2015-01-01	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	30 ROWES WHARF SUITE 600	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KATHRYN EVERETT	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	6176391280	PhoneNum
Signature	2016-05-11	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	2016-05-10	PreparationDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2016-09-27 15:27:22Z	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	$113,091,061	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	$8,207,126	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$954,358	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$954,358	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$2,417,559	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$205,796,354	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$2,417,559	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$11,579,043	TotalRevAndExpnssAmt
Total Net Invst Incm	$3,371,917	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$325,326	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$340,326	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$255,750	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$123,250	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$192,597	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$58,327	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$11,232	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$86,261	PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$43,236	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$43,566	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$630,485	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$612,404	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$8,656	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$33,651	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$8,560	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$32,188	TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss	$60,000	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$0	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$65,250	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$32,369	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$714	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$29,198	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	-$59,308	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$121,133	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,379,836	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$756,160	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$919,175	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$7,849,826	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$7,849,826	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$9,229,662	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$756,160	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$8,769,001	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$2,349,381	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,615,757	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$4,259,405	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,708,250	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,708,250	SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY	$71,287	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$127,626	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$127,626	PrepaidExpensesEOYFMVAmt
Corporate Stock BOY	$115,655,534	CorporateStockBOYAmt
Corporate Stock EOY	$107,696,518	CorporateStockEOYAmt
Corporate Stock EOYFMV	$107,696,518	CorporateStockEOYFMVAmt
Other Investments BOY	$3,188,461	OtherInvestmentsBOYAmt
Other Investments EOY	$3,558,667	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$3,558,667	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$123,174,687	TotalAssetsBOYAmt
Total Assets EOY	$113,091,061	TotalAssetsEOYAmt
Total Assets EOYFMV	$113,091,061	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$51,288	AccountsPayableBOYAmt
Accounts Payable EOY	$31,119	AccountsPayableEOYAmt
Other Liabilities BOY	$313,104	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$62,755	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$364,392	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$93,874	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$122,810,295	UnrestrictedBOYAmt
Unrestricted EOY	$112,997,187	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$122,810,295	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$112,997,187	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$123,174,687	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$113,091,061	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$122,810,295	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$2,349,381	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$125,159,676	SubtotalAmt
Other Decreases	$12,162,489	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$112,997,187	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	$205,796,354	GrossSalesPriceAmt
Cost Or Other Basis	$203,378,795	CostOrOtherBasisAmt
Gain Or Loss	$2,417,559	GainOrLossAmt
Gains Minus Excess Or Losses	$2,417,559	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$2,417,559	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$9,651,184	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$122,043,958	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.079080	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$10,123,126	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$110,626,758	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.091507	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$8,233,196	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$91,734,744	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.089750	DistributionYr3Rt
Total Distribution	0.260337	TotalDistributionRt
Average Distribution	0.086779	AverageDistributionRt
Net Vl Noncharitable Assets	$114,291,299	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$9,918,085	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$26,158	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$9,944,243	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$8,769,001	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$52,315	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$52,315	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$52,315	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$171,362	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$171,362	TotalPaymentsAndCreditsAmt
Overpayment	$119,047	OverpaymentAmt
Applied To ES Tax	$119,047	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	Yes (1)	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	30 ROWES WHARF SUITE 600	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	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
30 ROWES WHARF SUITE 600	BOSTON	MA	02110	PRESIDENT AND CHAIRMAN	1.00	$0	$0	$0
CAROLYN A LYNCH
30 ROWES WHARF SUITE 600	BOSTON	MA	02110	PRESIDENT	1.00	$0	$0	$0
RICHARD SPILLANE
30 ROWES WHARF SUITE 600	BOSTON	MA	02110	TREASURER	1.00	$0	$0	$0
ELIZABETH DE MONTICHARD
30 ROWES WHARF SUITE 600	BOSTON	MA	02110	SECRETARY	1.00	$0	$0	$0
J FREDERICK BUSH
30 ROWES WHARF SUITE 600	BOSTON	MA	02110	TRUSTEE	1.00	$0	$0	$0
NANCY R COOLIDGE
30 ROWES WHARF SUITE 600	BOSTON	MA	02110	TRUSTEE	1.00	$0	$0	$0
RALPH C SWEETLAND MD
30 ROWES WHARF SUITE 600	BOSTON	MA	02110	TRUSTEE	1.00	$0	$0	$0
ANNIE LUKOWSKI
30 ROWES WHARF SUITE 600	BOSTON	MA	02110	TRUSTEE	1.00	$0	$0	$0
MARY WITKOWSKI
30 ROWES WHARF SUITE 600	BOSTON	MA	02110	TRUSTEE	1.00	$0	$0	$0
KATHRYN M EVERETT
30 ROWES WHARF SUITE 600	BOSTON	MA	02110	EXECUTIVE DIRECTOR	40.00	$318,276	$44,703	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 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
30 ROWES WHARF SUITE 600	BOSTON	MA	02110	RESEARCH ANALYST	20.00	$123,250	$11,232	$0
VICTORIA FORMAN
30 ROWES WHARF SUITE 600	BOSTON	MA	02110	OPERATIONS MANAGER	40.00	$72,500	$13,092	$0
NICOLAS JOFRE
30 ROWES WHARF SUITE 600	BOSTON	MA	02110	FELLOW	40.00	$60,000	$8,188	$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	$111,094,753	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$4,809,397	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$127,626	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$116,031,776	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$116,031,776	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,740,477	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$114,291,299	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$5,714,565	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$5,714,565	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$52,315	TaxBasedOnInvestmentIncomeAmt
Total Tax	$52,315	TotalTaxAmt
Distributable Before Adj	$5,662,250	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$5,662,250	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$5,662,250	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$8,769,001	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$8,769,001	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$8,769,001	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$5,662,250	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr3	$3,868,430	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$5,208,895	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$3,816,869	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$12,894,194	TotalExcessDistributionCyovAmt
Qualifying Distributions	$8,769,001	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$5,662,250	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$3,106,751	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$16,000,945	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	$16,000,945	ExcessDistriCyovToNextYrAmt
Excess From Year3	$3,868,430	ExcessFromYear3Amt
Excess From Year2	$5,208,895	ExcessFromYear2Amt
Excess From Year1	$3,816,869	ExcessFromYear1Amt
Excess From Current Year	$3,106,751	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	PETER S LYNCH	ContributingManagerNm
Contributing Manager	CAROLYN A 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	30 ROWES WHARF SUITE 600	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	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; HEALTHCARE AND MEDICAL RESEARCH; AND RELIGIOUS AND EDUCATIONAL EFFORTS OF THE ROMAN CATHOLIC CHURCH.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ADOPT-A-STUDENT FOUNDATION
PO BOX 960188	BOSTON	MA	02196	NC	SCHOLARSHIP SUPPORT FOR CATHEDRAL HIGH SCHOOL SOUTH END	$50,000
ALMA DEL MAR CHARTER SCHOOL
26 MADEIRA AVENUE	NEW BEDFORD	MA	02746	NC	PROGRAM EXPANSION	$25,000
ARCHDIOCESE OF BOSTON ST PETER
278 BOWDOIN STREET	DORCHESTER	MA	02125	NC	ST. PETER TEEN CENTER, DORCHESTER	$50,000
ARTISTS FOR HUMANITY
100 W 2ND STREET	BOSTON	MA	02127	NC	CAPITAL CAMPAIGN	$325,000
ASSOCIATED GRANT MAKERS
133 FEDERAL STREET SUITE 802	BOSTON	MA	02110	NC	MEMBERSHIP	$5,500
BOSTON DEBATE LEAGUE
225 FRIEND STREET 401	BOSTON	MA	02114	NC	PROGRAM EXPANSION IN BPS	$200,000
BOSTON EDUCATIONAL DEVELOPMENT FUND
2300 WASHINGTON STREET 5TH FLOOR	ROXBURY	MA	02119	NC	BOSTON PUBLIC SCHOOLS HUMAN CAPITAL PROJECT	$375,000
BOSTON SCHOOLS FUND
31 HEATH STREET	BOSTON	MA	02130	NC	INCREASE ACCESS TO HIGH QUALITY SCHOOLS IN BOSTON	$1,003,775
BOSTON SYMPHONY ORCHESTRA
301 MASSACHUSETTS AVENUE	BOSTON	MA	02115	NC	BOSTON CHILDREN PROGRAM	$25,000
BOSTON TENPOINT COALITION
150 WARREN STREET	ROXBURY	MA	02119	NC	YOUTH VOICE FOR PEACE INITIATIVE	$100,000
BOYS AND GIRLS CLUB OF BOSTON
50 CONGRESS STREET SUITE 730	BOSTON	MA	02109	NC	CLUBHOUSE EXPANSION	$150,000
CATHEDRAL OF THE HOLY CROSS
1400 WASHINGTON STREET	BOSTON	MA	02118	NC	HISTORIC PRESERVATION AND RENOVATION	$100,000
CATHOLIC RELIEF SERVICES
228 W LEXINGTON STREET	BALTIMORE	MD	21201	NC	GENERAL OPERATING SUPPORT	$25,000
CATHOLIC SCHOOLS FOUNDATION
260 FRANKLIN STREET SUITE 630	BOSTON	MA	02110	NC	PROGRAM EXPANSION FOR BOSTON CATHOLIC SCHOOLS	$100,000
CITY YEAR BOSTON
287 COLUMBUS AVENUE	BOSTON	MA	02116	NC	SUPPORT IN BPS	$25,000
COLLEGE BOUND DORCHESTER
18 SAMOSET STREET	DORCHESTER	MA	02124	NC	EXPANSION OF COLLEGE ACCESS PROGRAM	$125,000
DANA FARBER CANCER INSTITUTE
450 BROOKLINE AVENUE	BOSTON	MA	02215	NC	TRIBUTE GIFT	$250
EAST BOSTON CENTRAL CATHOLIC
69 LONDON STREET EAST	BOSTON	MA	02128	NC	EARLY CHILDHOOD PROGRAM	$13,426
ESSEX COMMUNITY FOUNDATION
175 ANDOVER STREET	DANVERS	MA	01923	NC	ACCELERATION ACADEMIES IN LAWRENCE PUBLIC SCHOOLS	$101,275
FIRST NIGHT FIRST DAY
ONE DESIGN CENTER PLACE	BOSTON	MA	02210	NC	NEW YEAR CITY CELEBRATION	$5,000
GARDEN CLUB OF THE BACK BAY
10 CHARLES STREET	BOSTON	MA	02114	NC	GENERAL OPERATING SUPPORT	$2,500
HARVARD MEDICAL SCHOOL
25 SHATTUCK STREET	BOSTON	MA	02115	NC	SYSTEMS BIOLOGY PHD PROGRAM	$250,000
HENRY FRANCIS DUPONT WINTERTHUR MUSEUM
5105 KENNETT PIKE	WILMINGTON	DE	19735	NC	BOSTON FOUR CENTURIES OF FURNITURE ARCHIVE PROJECT	$100,000
INNERCITY WEIGHTLIFTING
PO BOX 171313	BOSTON	MA	02117	NC	PROGRAM EXPANSION IN BOSTON	$100,000
LYNCH LEADERSHIP ACADEMY
140 COMMONWEALTH AVENUE	CHESTNUT HILL	MA	02467	NC	LEADERSHIP TRAINING PROGRAM FOR K12 PRINCIPALS	$2,000,750
MALTESER INTERNATIONAL AMERICAS
75 VALENCIA AVENUE SUITE 702	CORAL GABLES	FL	33134	NC	GENERAL OPERATING SUPPORT	$20,000
MENTOR THE 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	$13,429
MY BROTHER'S KEEPER
PO BOX 338	EASTON	MA	02356	NC	GENERAL OPERATING SUPPORT	$25,000
NATIONAL CENTER ON TIME & LEARNING 1647
24 SCHOOL STREET	BOSTON	MA	02108	NC	1647 FAMILY ENGAGEMENT PROGRAM, LAWRENCE	$25,000
NATIONAL COUNCIL ON TEACHER QUALITY
1120 G STREET NW 800	WASHINGTON	DC	20005	NC	RESEARCH PAPER	$25,000
PAPAL FOUNDATION
150 MONUMENT ROAD SUITE 600	BALA CYNWYD	PA	19004	NC	GENERAL OPERATING SUPPORT	$25,000
PARENTS ALLIANCE FOR CATHOLIC EDUCATION
14 BEACON STREET 102	BOSTON	MA	02108	NC	RESEARCH PAPER	$15,000
PARTNERS IN HEALTH
888 COMMONWEALTH AVENUE 3RD FLOOR	BOSTON	MA	02215	NC	GENERAL OPERATING SUPPORT	$25,000
PEABODY ESSEX MUSEUM
161 ESSEX STREET	SALEM	MA	01970	NC	CAROLYN AND PETER LYNCH EXHIBITION ENDOWMENT	$500,000
PHILANTHROPY ROUNDTABLE
1730 M STREET NW 601	WASHINGTON	DC	20036	NC	K-12 EDUCATION PROGRAM	$25,000
POPE JOHN PAUL II CATHOLIC ACADEMY
2200 DORCHESTER AVENUE	DORCHESTER	MA	02124	NC	EARLY CHILDHOOD PROGRAM	$35,629
POSSE FOUNDATION
45 FRANKLIN STREET	BOSTON	MA	02110	NC	PROGRAM SUPPORT IN BOSTON	$25,000
QUINCY CATHOLIC ACADEMY
370 HANCOCK STREET	QUINCY	MA	02171	NC	EARLY CHILDHOOD PROGRAM	$27,779
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	PROGRAM SUPPORT IN BOSTON	$25,000
SACRED HEART SCHOOL
1035 CANTERBURY STREET	ROSLINDALE	MA	02131	NC	EARLY CHILDHOOD PROGRAM	$65,100
SAINT JOSEPH PREPARATORY HIGH SCHOOL
617 CAMBRIDGE STREET	BOSTON	MA	02134	NC	CAPITAL AND PROGRAM EXPANSION	$250,000
SOUTH BOSTON CATHOLIC ACADEMY
866 E BROADWAY	SOUTH BOSTON	MA	02127	NC	EARLY CHILDHOOD PROGRAM	$19,429
ST JOHN SCHOOL
9 MOON STREET	BOSTON	MA	02113	NC	EARLY CHILDHOOD PROGRAM	$21,429
ST JOHN THE BAPTIST
19 CHESTNUT STREET	PEABODY	MA	01960	NC	LYNCH SCHOLARS	$9,876
ST JOHN THE EVANGELIST
111 NEW BALCH STREET	BEVERLY	MA	01915	NC	LYNCH SCHOLARS	$2,000
ST MARY STAR OF THE SEA SCHOOL
13 CHAPMAN STREET	BEVERLY	MA	01915	NC	LYNCH SCHOLARS	$4,000
ST ROSE SCHOOL
580 BROADWAY	CHELSEA	MA	02150	NC	EARLY CHILDHOOD PROGRAM	$13,429
SUMMER SEARCH BOSTON
3840 WASHINGTON STREET	BOSTON	MA	02130	NC	PROGRAM SUPPORT IN BOSTON	$25,000
TEACH FOR AMERICA
60 CANAL STREET 3RD FLOOR	BOSTON	MA	02114	NC	PROGRAM EXPANSION IN BOSTON	$100,000
TECH VALLEY HIGH SCHOOL
246 TRICENTENNIAL DRIVE	ALBANY	NY	12203	NC	TRIBUTE GIFT	$250
THE ACHIEVEMENT NETWORK
225 FRIEND STREET SUITE 704	BOSTON	MA	02114	NC	PROGRAM EXPANSION IN BOSTON	$200,000
THE BOSTON FOUNDATION
75 ARLINGTON STREET 1000	BOSTON	MA	02116	NC	GENERAL OPERATING SUPPORT	$25,000
THE FUND FOR BIDMC-BOTSWANA
330 BROOKLINE AVENUE	BOSTON	MA	02215	NC	GENERAL OPERATING SUPPORT	$25,000
THOMAS B FORDHAM INSTITUTE
1016 16TH STREET	WASHINGTON	DC	20036	NC	RESEARCH PAPER	$50,000
UP EDUCATION NETWORK
90 CANAL STREET 600	BOSTON	MA	02114	NC	SUPPORT IN LAWRENCE PUBLIC SCHOOLS	$150,000
URBAN CATHOLIC TEACHER CORPS
25 LAWRENCE AVENUE	CHESTNUT HILL	MA	02467	NC	PROGRAM SUPPORT IN BOSTON	$50,000
WGBH
ONE GUEST STREET	BOSTON	MA	02135	NC	BLACK HOLES DOCUMENTARY & NOVA	$275,000
WHEELOCK COLLEGE
200 RIVERWAY	BOSTON	MA	02215	NC	EARLY CHILDHOOD SCHOLARSHIPS	$145,000
XAVERIAN BROTHERS HIGH SCHOOL
800 CLAPBOARDTREE STREET	WESTWOOD	MA	02090	NC	CAPITAL CAMPAIGN	$50,000
YEAR UP BOSTON
45 MILK STREET	BOSTON	MA	02109	NC	PROGRAM EXPANSION IN BOSTON	$250,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$7,849,826	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	$954,358	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$2,417,559	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$3,371,917	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$3,371,917	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	CAROLYN LYNCH	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	30 ROWES WHARF SUITE 600	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$8,207,126	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	STOCK	NoncashPropertyDesc
Fair Market Value	$8,207,126	FairMarketValueAmt
Received	2015-12-29	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING	CategoryTxt
Amt	$43,236	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$43,566	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	PUBLICLY TRADED SECURITIES	StockNm
EOY Book Value	$107,696,518	EOYBookValueAmt
EOYFMV	$107,696,518	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	$3,558,667	BookValueAmt
EOYFMV	$3,558,667	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED LOSS ON INVESTMENTS	Desc
Amt	$12,162,489	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MISCELLANEOUS EXPENSE	$2,186	$0	$2,186
MEMBERSHIP	$7,662	$0	$7,396
OFFICE EXPENSES	$75,011	$0	$64,944
EVENTS	$46,607	$0	$46,607
FEDERAL EXCISE TAX BENEFIT	-$190,774	$0	$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
DEFERRED EXCISE TAX	$306,005	$62,755
ACCRUED FEDERAL EXCISE TAX	$7,099	$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES	$612,404	$612,404	$0
SOFTWARE	$113	$0	$88
OTHER CONSULTANTS	$17,968	$0	$8,568

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	PETER CAROLYN LYNCH	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	30 ROWES WHARF SUITE 600	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$1,463	$1,463	$0
PAYROLL TAXES	$32,188	$7,097	$32,188

LYNCH FOUNDATION: Form 990PF, tax year 2015

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

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 (3 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 (62 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

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Non Cash Property Contribution NonCashPropertyContributionGrp

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 Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

US Address USAddress

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

Comments