2016-05-12T13:38:18-05:00 2015-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBOROUGH MA 01581 990PF 2015-01-01 043017940 THE LYNCH FOUNDATION LYNC 6176391280 30 ROWES WHARF SUITE 600 BOSTON MA 02110 KATHRYN EVERETT EXECUTIVE DIRECTOR 6176391280 2016-05-11 1 DAVID KELLEHER CPA P01059560 5083669100 2016-05-10 2015 2016-09-27 15:27:22Z X X 113091061 X 8207126 954358 954358 2417559 205796354 2417559 11579043 3371917 325326 0 340326 255750 123250 192597 58327 11232 86261 43236 0 43566 630485 612404 8656 33651 8560 32188 60000 0 65250 32369 714 29198 -59308 0 121133 1379836 756160 919175 7849826 7849826 9229662 756160 8769001 2349381 2615757 4259405 1708250 1708250 71287 127626 127626 115655534 107696518 107696518 3188461 3558667 3558667 123174687 113091061 113091061 51288 31119 313104 62755 364392 93874 X 122810295 112997187 122810295 112997187 123174687 113091061 122810295 2349381 0 125159676 12162489 112997187 PUBLICLY TRADED SECURITIES 205796354 203378795 2417559 2417559 2417559 0 9651184 122043958 0.079080 10123126 110626758 0.091507 8233196 91734744 0.089750 0.260337 0.086779 114291299 9918085 26158 9944243 8769001 52315 0 52315 0 52315 171362 171362 119047 119047 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 1 0 0 1 THELYNCHFOUNDATION.COM KATHRYN EVERETT EXECUTIVE DIRECTOR 6176391280 30 ROWES WHARF SUITE 600 BOSTON MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 318276 44703 0 DAVID BADEAU 30 ROWES WHARF SUITE 600 BOSTON MA 02110 RESEARCH ANALYST 20.00 123250 11232 0 VICTORIA FORMAN 30 ROWES WHARF SUITE 600 BOSTON MA 02110 OPERATIONS MANAGER 40.00 72500 13092 0 NICOLAS JOFRE 30 ROWES WHARF SUITE 600 BOSTON MA 02110 FELLOW 40.00 60000 8188 0 0 NONE 0 0 111094753 4809397 127626 116031776 0 0 116031776 1740477 114291299 5714565 5714565 52315 52315 5662250 0 5662250 0 5662250 8769001 0 8769001 0 8769001 5662250 0 0 3868430 5208895 3816869 12894194 8769001 0 0 0 5662250 3106751 0 0 16000945 0 0 0 0 0 0 0 16000945 3868430 5208895 3816869 3106751 PETER S LYNCH CAROLYN A LYNCH KATHRYN M EVERETT 30 ROWES WHARF SUITE 600 BOSTON MA 02110 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; HEALTHCARE AND MEDICAL RESEARCH; AND RELIGIOUS AND EDUCATIONAL EFFORTS OF THE ROMAN CATHOLIC CHURCH. ADOPT-A-STUDENT FOUNDATION PO BOX 960188 BOSTON MA 02196 NC SCHOLARSHIP SUPPORT FOR CATHEDRAL HIGH SCHOOL SOUTH END 50000 ALMA DEL MAR CHARTER SCHOOL 26 MADEIRA AVENUE NEW BEDFORD MA 02746 NC PROGRAM EXPANSION 25000 ARCHDIOCESE OF BOSTON ST PETER 278 BOWDOIN STREET DORCHESTER MA 02125 NC ST. 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CAROLYN LYNCH 30 ROWES WHARF SUITE 600 BOSTON MA 02110 8207126 X 1 STOCK 8207126 2015-12-29 ACCOUNTING 43236 0 43566 PUBLICLY TRADED SECURITIES 107696518 107696518 PRIVATE EQUITY INVESTMENTS FMV 3558667 3558667 UNREALIZED LOSS ON INVESTMENTS 12162489 MISCELLANEOUS EXPENSE 2186 0 2186 MEMBERSHIP 7662 0 7396 OFFICE EXPENSES 75011 0 64944 EVENTS 46607 0 46607 FEDERAL EXCISE TAX BENEFIT -190774 0 0 DEFERRED EXCISE TAX 306005 62755 ACCRUED FEDERAL EXCISE TAX 7099 0 INVESTMENT MANAGEMENT FEES 612404 612404 0 SOFTWARE 113 0 88 OTHER CONSULTANTS 17968 0 8568 PETER CAROLYN LYNCH 30 ROWES WHARF SUITE 600 BOSTON MA 02110 FOREIGN TAXES 1463 1463 0 PAYROLL TAXES 32188 7097 32188