2015-08-12T08:27:30-05:00 2014-12-31 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990PF 2014-01-01 274283786 BLUE HILLS BANK CHARITABLE FOUNDATION INC BLUE 6176518597 320 NORWOOD PARK SOUTH NORWOOD MA 02062 JAMES KIVLEHAN TREASURER 6176518597 2015-08-11 1 ALFONSO PERILLO P00950491 6172276161 2015-08-11 2014 2016-02-25 16:41:14Z X X 3616709 X X 577 577 93076 93076 637099 2458320 1217846 730752 1311499 16430 2100 14330 4700 0 4700 39898 0 39898 5150 0 0 499 0 499 10022 0 10022 76699 2100 69449 979542 979542 1056241 2100 1048991 -325489 1309399 501849 52449 52449 3880620 3564260 3564260 4382469 3616709 3616709 0 0 X 0 0 0 0 4382469 3616709 4382469 3616709 4382469 3616709 4382469 -325489 0 4056980 440271 3616709 SALE OF PUBLICLY TRADED SECURITIES 2457788 1240474 1217314 1217314 CAPITAL GAINS DIVIDENDS P 532 532 532 1217846 0 620928 4307934 0.144136 383057 3654847 0.104808 194563 3266168 0.059569 0 3150360 0.000000 0.308513 0.077128 3946141 304358 13094 317452 1048991 X 13094 0 13094 0 13094 3481 11000 14481 1387 1387 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 BLUEHILLSBANK.COM/ABOUT/CHARITABLE-FOUNDATION JAMES KIVLEHAN 6176518597 320 NORWOOD PARK SOUTH NORWOOD MA 02062 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARILYNNE SMITH QUARCOO 320 NORWOOD PARK SOUTH NORWOOD MA 02062 DIRECTOR 0.50 500 0 0 JAMES KIVLEHAN 320 NORWOOD PARK SOUTH NORWOOD MA 02062 TREASURER/DIRECTOR 0.50 0 0 0 JULIE BECKHAM 320 NORWOOD PARK SOUTH NORWOOD MA 02062 CLERK/DIRECTOR 0.50 5430 0 0 SAMUEL L SMITH JR 320 NORWOOD PARK SOUTH NORWOOD MA 02062 DIRECTOR 0.50 0 0 0 JANICE SILK-KENNEY 320 NORWOOD PARK SOUTH NORWOOD MA 02062 CHAIRPERSON/DIRECTOR 0.50 10000 0 0 KAREN O'CONNELL 320 NORWOOD PARK SOUTH NORWOOD MA 02062 DIRECTOR 0.50 0 0 0 KAREN MARRYAT 320 NORWOOD PARK SOUTH NORWOOD MA 02062 DIRECTOR 0.50 0 0 0 RENEE OWENS 320 NORWOOD PARK SOUTH NORWOOD MA 02062 DIRECTOR 0.50 0 0 0 WILLIAM M PARENT 320 NORWOOD PARK SOUTH NORWOOD MA 02062 PRESIDENT/DIRECTOR 0.50 0 0 0 STEPHEN MCNULTY 320 NORWOOD PARK SOUTH NORWOOD MA 02062 DIRECTOR 0.50 500 0 0 NONE 0 NONE 0 0 3833199 173036 0 4006235 0 0 4006235 60094 3946141 197307 197307 13094 13094 184213 0 184213 0 184213 1048991 0 1048991 13094 1035897 184213 0 0 34711 203875 412469 651055 1048991 0 0 0 184213 864778 0 0 1515833 0 0 0 0 0 0 0 1515833 34711 203875 412469 864778 JULIE BECKHAM 320 NORWOOD PARK SOUTH NORWOOD MA 02062 6173606521 JBECKHAM@BLUEHILLSBANK.COM APPLICATIONS SHOULD INCLUDE: 1)COPY OF IRS DETERMINATION LETTER;2)PROOF OF INCORPORATION AS A NON-PROFIT ORGANIZATION OR CHARITABLE TRUST;3)NAMES OF DIRECTORS/TRUSTEES OF THE ORGANIZATION TO INCLUDE RELEVANT BACKGROUND, AFFILIATIONS AND TOWN/CITY OF RESIDENCE;4)PRIOR YEAR FINANCIAL STATEMENT, FORM 990 AND YEAR-TO-DATE FINANCIAL STATEMENT FOR CURRENT FISCAL YEAR;5)LIST OF COMPANIES AND FOUNDATIONS BEING APPROACHED TO FUND THIS PROPOSAL, INDICATING WHICH SOURCES ARE COMMITTED, PENDING OR ANTICIPATED;6)MOST RECENT INDEPENDENT AUDIT OR REVIEW, AS APPLICABLE, IF REVENUES WERE $200,000 OR MORE;7)DATE;8)SUMMARY OF ORGANIZATION'S HISTORY, GOALS & KEY ACHIEVEMENTS;9)AMOUNT REQUESTED;10)MISSION STATEMENT;11)3 LETTERS OF SUPPORT FROM THECOMMUNITY; 12)TYPE OF REQUEST AND DETAILS OF HOW FUNDS WILL BE DEPLOYED;13)TARGET POPULATION:14)TOTAL ANNUAL BUDGET & PROJECT OR CAPITAL BUDGET;15)PERIOD OF TIME THIS GRANT WILL COVER;16)ORGANIZATIONAL STRUCTURE, SIZE AND CONSTITUENTS;17)FISCAL YEAR END APPLICATIONS ARE TO BE RECEIVED BY FEBRUARY 1, MAY 1, AUGUST 1 & NOVEMBER 1 OF EACH YEAR. ORGANIZATIONS MUST BE MASSACHUSETTS CHARITABLE CORPORATIONS OR TRUSTS WHO ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE IRS CODE AND ARE PUBLICLY SUPPORTED UNDER SECTIONS 509(A)(1) OR 509(A)(2). THEY MUST SERVE THE RESIDENTS OF THE BOSTON NEIGHBORHOODS OF HYDE PARK, WEST ROXBURY, DORCHESTER, JAMAICA PLAIN, MATTAPAN, ROSLINDALE, ROXBURY, AND SOUTH BOSTON AS WELL AS MUNICIPALITIES OF BROOKLINE, CANTON, DEDHAM, DOVER, EASTON, FOXBOROUGH, MANSFIELD, MEDFIELD, MILTON, NEEDHAM, NORWOOD, RANDOLPH, SHARON, NEWTON, STOUGHTON, WALPOLE AND WESTWOOD. NO GRANTS WILL BE AWARDED TO INDIVIDUALS, PRIVATE FOUNDATIONS, NATIONAL ORGANIZATIONS, ANNUAL GIVING CAMPAIGNS OR TO STATE AND FEDERAL AGENCIES. DIRECTORS WILL NOT CONSIDER MORE THAN ONE APPLICATION FROM AN ORGANIZATION IN THE SAME CALENDAR YEAR, EXCEPT FOR SUMMER YOUTH PROGRAMS AND WILL NOT CONSIDER A PROPOSAL FROM AN ORGANIZATION PREVIOUSLY FUNDED UNTIL A FULL REPORT OF THE EXPENDITURES OF THE PREVIOUS GRANT HAS BEEN SUBMITTED. ACCION EAST INC 115 E 23RD STREET 7TH FLOOR NEW YORK NY 10010 N/A PC HEALTH AND HUMAN SERVICES 15000 ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION 480 PLEASANT STREET WATERTOWN MA 02472 N/A PC PROGRAM SUPPORT 350 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 N/A PC PROGRAM SUPPORT 180 ARTISTS FOR HUMANITY 100 W 2ND STREET BOSTON MA 02127 N/A PC PROGRAM SUPPORT 2000 BOSTON BUILDING MATERIAL COOP CHARITABLE & EDUCATIONAL FUND INC 100 TERRACE STREET BOSTON MA 02120 N/A PC PROGRAM SUPPORT 5000 BOSTON COLLEGE TRUSTEES 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 N/A PC EDUCATION 5325 BOSTON LATIN SCHOOL ASSOCIATION 101 HUNTINGTON AVENUE SUITE 200 BOSTON MA 02199 N/A PC EDUCATION 100 BOYS AND GIRLS CLUB OF BOSTON 35 DEER STREET DORCHESTER MA 02125 N/A PC PROGRAM SUPPORT 50 BROOKLINE COMMUNITY MENTAL HEALTH CENTER 43 GARRISON ROAD BROOKLINE MA 02445 N/A PC PROGRAM SUPPORT 15000 CALLAHAN SCHOOL 116 GARFIELD AVENUE NORWOOD MA 02062 N/A PC EDUCATION 8988 CARDINAL CUSHING CENTERS INC 405 WASHINGTON STREET HANOVER MA 02339 N/A PC PROGRAM SUPPORT 2500 COLLEGE OF THE HOLY CROSS ONE COLLEGE STREET WORCESTER MA 01610 N/A PC EDUCATION 100 COMMUNITY SERVINGS INC 18 MARBURY TERRACE JAMAICA PLAIN MA 02130 N/A PC HEALTH AND HUMAN SERVICES 5000 CYSTIC FIBROSIS FOUNDATION 6931 ARLINGTON ROAD BETHESDA MD 20814 N/A PC HEALTH AND HUMAN SERVICES 300 DANA FARBER CANCER INSTITUTE INC 10 BROOKLINE PLACE WEST BROOKLINE MA 02445 N/A PC HEALTH AND MEDICINE 444 DANA FARBER CANCER INSTITUTE INC 450 BROOKLINE AVENUE BOSTON MA 02215 N/A PC HEALTH AND MEDICINE 353 DEDHAM FOOD PANTRY CHARITABLE TR 600 WASHINGTON STREET DEDHAM MA 02026 N/A PC HEALTH AND HUMAN SERVICES 100 DEDHAM MIDDLE SCHOOL 70 WHITING AVENUE DEDHAM MA 02026 N/A PC EDUCATION 9909 FRANKLIN DROOSEVELT K-8 SCHOOL 95 NEEDHAM ROAD HYDE PARK MA 02136 N/A PC EDUCATION 10550 FREEDOM HOUSE INC 14 CRAWFORD STREET BOSTON MA 02121 N/A PC EDUCATION 20000 FRIENDS OF HYDE PARK BRANCH LIBRARY 35 HARVARD AVENUE HYDE PARK MA 02136 N/A PC COMMUNITY SERVICE 100 FUND FOR CATHOLIC SCHOOLS INC 66 BROOKS DRIVE BRAINTREE MA 02184 N/A PC EDUCATION 2500 HOMESTART INC 105 CHAUNCY STREET BOSTON MA 02111 N/A PC PROGRAM SUPPORT 10025 HOUSE OF POSSIBILITIES INC 350 WASHINGTON STREET EASTON MA 02356 N/A PC HEALTH AND HUMAN SERVICES 2500 HYDE PARK MAIN STREETS INC 11 FAIRMONT AVENUE SUITE 109 HYDE PARK MA 02136 N/A PC COMMUNITY SERVICE 5625 JDRF INTERNATIONAL 26 BROADWAY NEW YORK NY 10004 N/A PC PROGRAM SUPPORT 80 KIT CLARK SENIOR SERVICES INC 1500 DORCHESTER AVENUE DORCHESTER MA 02122 N/A PC PROGRAM SUPPORT 5000 LUPUS FOUNDATION OF AMERICA INC 2000 L STREET NW STE 410 WASHINGTON DC 20036 N/A PC HEALTH AND MEDICINE 250 MASS AFFORDABLE HOUSING ALLIANCE INC 1803 DORCHESTER AVENUE DORCHESTER MA 02124 N/A PC COMMUNITY SERVICES 15000 MASSACHUSETTS AUDUBON SOCIETY INC 208 S GREAT ROAD LINCOLN MA 01773 N/A PC PROGRAM SUPPORT 100 MILTON FOUNDATION FOR EDUCATION PO BOX 223 MILTON MA 02186 N/A PC EDUCATION 10700 MUSEUM OF AFRO AMERICAN HISTORY 46 JOY STREET BOSTON MA 02114 N/A PC PROGRAM SUPPORT 5000 NATIONAL PARKS CONSERVATION ASSOCIATION 777 6TH STREET NW SUITE 700 WASHINGTON DC 20001 N/A PC PROGRAM SUPPORT 150 NATIVITY PREPARATORY SCHOOL 39 LAMARTINE STREET JAMAICA PLAIN MA 02130 N/A PC EDUCATION 1000 NEPONSET RIVER WATERSHED ASSOC 2173 WASHINGTON STREET CANTON MA 02021 N/A PC PROGRAM SUPPORT 100 NEW ENGLAND BAPTIST HOSPITAL 125 PARKER HILL AVENUE ROXBURY CROSSING MA 02120 N/A PC HEALTH AND MEDICIN 2000 OHIO WESLEYAN UNIVERSITY MOWRY ALUMNI CENTER DELAWARE OH 43015 N/A PC EDUCATION 250 PAN MASSACHUSETTS CHALLENGE TRUST 77 FOURTH AVENUE NEEDHAM MA 02494 N/A PC HEALTH AND MEDICINE 63886 PARTNERS HEALTHCARE SYSTEM INC 116 HUNTINGTON AVENUE 5TH FLOOR BOSTON MA 02116 N/A PC HEALTH AND HUMAN SERVICES 15000 PINE STREET INN 444 HARRISON AVENUE BOSTON MA 02118 N/A PC PROGRAM SUPPORT 350 PROJECT BREAD - THE WALK FOR HUNGER INC 145 BOARDER STREET EAST BOSTON MA 02128 N/A PC HEALTH AND HUMAN SERVICES 500 PROJECT HOPE LITTLE SISTERS OF THE ASSUMPTION FAMILY HEALTH SERVICES 550 DUDLEY STREET ROXBURY MA 02119 N/A PC HEALTH AND HUMAN SERVICES 10000 THEATRE OFFENSIVE INC 565 BOYLSTON STREET 3RD FLOOR BOSTON MA 02116 N/A PC PROGRAM SUPPORT 10000 URBAN LEAGUE OF EASTERN MASS INC 88 WARREN STREET ROXBURY MA 02119 N/A PC HEALTH AND HUMAN SERVICES 11600 WEDIKO CHILDRENS SERVICES INC 72-74E DEDHAM STREET BOSTON MA 02118 N/A PC EDUCATION 16500 WEST END HOUSE CAMP INC 294 ROAD BETWEEN THE PONDS PARSONFIELD ME 04047 N/A PC COMMUNITY SERVICES 10000 WEST ROXBURY MAIN STREET INC 1874 CENTRE STREET WEST ROXBURY MA 02132 N/A PC COMMUNITY SERVICE 5000 WESTWOOD BASEBALL ASSOCIATION 200 NAHATAN STREET WESTWOOD MA 02090 N/A PC PROGRAM SUPPORT 8333 WOUNDED WARRIOR PROJECT - JACKSONVILLE FL 4899 BELFORT ROAD 300 JACKSONVILLE FL 32256 N/A PC PROGRAM SUPPORT 300 YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER BOSTON TRAINING INC 18 TREMONT STREET SUITE 400 BOSTON MA 02108 N/A PC PROGRAM SUPPORT 25250 YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER BOSTON WEST ROXBURY YMCA 15 BELLEVUE STREET WEST ROXBURY MA 02132 N/A PC PROGRAM SUPPORT 20000 CENTER FOR WOMEN & ENTERPRISES INC 24 SCHOOL STREET 7TH FLOOR BOSTON MA 02108 N/A PC PROGRAM SUPPORT 10000 CLARKE SCHOOL FOR THE DEAF 45 ROUND HILL ROAD NORTHHAMPTON MA 01060 N/A PC PROGRAM SUPPORT 1000 METROPOLITAN BOSTON HOUSING PARTNERSHIP INC 125 LINCOLN STREET BOSTON MA 02111 N/A PC PROGRAM SUPPORT 15000 MOTHER BROOK ARTS AND COMMUNITY CENTER INC 123 HIGH STREET DEDHAM MA 02027 N/A PC PROGRAM SUPPORT 22700 REBUILDING TOGETHER BOSTON INC 3313 WASHINGTON STREET 2 JAMAICA PLAIN MA 02130 N/A PC PROGRAM SUPPORT 5000 ROGERSON COMMUNITIES 60 JOY STREET BOSTON MA 02114 N/A PC PROGRAM SUPPORT 10000 SOUTH SHORE YOUNG MENS CHRISTIAN ASSOC 79 CODDINGTON STREET QUINCY MA 02169 N/A PC PROGRAM SUPPORT 50000 URBAN SCIENCE ACADEMY 1205 VETERANS OF FOREIGN WARS PKWY WEST ROXBURY MA 02132 N/A PC PROGRAM SUPPORT 6500 YMCA OF BOSTON INC 316 HUNTINGTON AVENUE BOSTON MA 02115 N/A PC PROGRAM SUPPORT 43700 SMALL FRIENDS ON NANTUCKET 19 NOBADEER FARM ROAD NANTUCKET MA 02554 N/A PC PROGRAM SUPPORT 5000 BOSTON SCHOLAR ATHLETE PROGRAM 65 ALLERTON STREET BOSTON MA 02119 N/A PC PROGRAM SUPPORT 10000 BROOKWOOD COMMUNITY FARM INC 11 BLUE HILL RIVER ROAD CANTON MA 02021 N/A PC PROGRAM SUPPORT 5000 GIRL SCOUTS OF EASTERN MASS INC 95 BERKELEY STREET 404 BOSTON MA 02116 N/A PC PROGRAM SUPPORT 1000 HEADING HOME INC 529 MAIN STREET 100 BOSTON MA 02129 N/A PC PROGRAM SUPPORT 10000 HISTORIC BOSTON INC 20 EUSTIS STREET ROXBURY MA 02119 N/A PC PROGRAM SUPPORT 25100 HORIZONS AT DEDHAM COUNTRY DAY SCHOOL 90 SANDY VALLEY ROAD DEDHAM MA 02026 N/A PC PROGRAM SUPPORT 16917 JAMAICA PLAIN NEIGHBORHOOD DEVELOPMENT CORP 31 GERMANIA STREET JAMAICA PLAIN MA 02130 N/A PC PROGRAM SUPPORT 5000 JUNIOR ACHIEVMENT OF NORTHERN NEW ENGLAND 400 5TH AVENUE 300 WALTHAM MA 02451 N/A PC PROGRAM SUPPORT 1500 MAB COMMUNITY SERVICES INC 200 IVY STREET BROOKLINE MA 02446 N/A PC PROGRAM SUPPORT 5000 THE MIDAS COLLABORATIVE INC 20 LINDEN STREET SUITE 288 ALLSTON MA 02134 N/A PC PROGRAM SUPPORT 5000 NORFOLK ADVOCATES FOR CHILDREN INC 12 PAYSON ROAD FOXBOROUGH MA 02035 N/A PC PROGRAM SUPPORT 5000 RIVERSIDE THEATRE WORKS INC 45 FAIRMONT AVENUE BOSTON MA 02136 N/A PC PROGRAM SUPPORT 26100 SAVE THE HARBOR SAVE THE BAY INC 212 NORTHERN AVENUE BOSTON MA 02210 N/A PC PROGRAM SUPPORT 5000 WOMEN'S LUNCH PLACE INC 67 NEWBURY STREET BOSTON MA 02116 N/A PC PROGRAM SUPPORT 5000 YOUNG AUDIENCES OF MASSACHUSETTS 89 SOUTH STREET 601 BOSTON MA 02111 N/A PC PROGRAM SUPPORT 10000 NANTUCKET BOYS AND GIRLS CLUB 61 SPARKS AVENUE NANTUCKET MA 02554 N/A PC PROGRAM SUPPORT 20000 AMERICAN INSTITUTE FOR CANCER RESEARCH 1759 R STREET NW WASHINGTON DC 20009 N/A PC PROGRAM SUPPORT 100 BOSTON MEDICAL CENTER 720 HARRISON AVENUE 601 BOSTON MA 02118 N/A PC PROGRAM SUPPORT 250 CAMP HARBORVIEW FOUNDATION 200 CLARENDON STREET 60TH FLOOR BOSTON MA 02119 N/A PC PROGRAM SUPPORT 500 CONGREGATION OF SISTERS OF ST JOSEPH OF BOSTON 637 CAMBRIDGE STREET BOSTON MA 02135 N/A PC PROGRAM SUPPORT 100 HARVARD LAW SCHOOL MASSACHUSETTS AVENUE CAMBRIDGE MA 02138 N/A UNIVERSITY PROGRAM SUPPORT 125 LAHEY CLINIC FOUNDATION INC 41 MALL ROAD BURLINGTON MA 01805 N/A PC PROGRAM SUPPORT 450 LUPUS FOUNDATION OF NEW ENGLAND INC 40 SPEEN STREET 205 FRAMINGHAM MA 01701 N/A PC PROGRAM SUPPORT 250 NIANCTIC ROTARY FOUNDATION INC PO BOX 339 NIANTIC CT 06357 N/A PC PROGRAM SUPPORT 250 PALLIATIVE AND SUPPORTIVE CARE OF NANTUCKET 57 PROSPECT STREET NANTUCKET MA 02554 N/A PC PROGRAM SUPPORT 3500 BOSTON COMMUNITY LEADERSHIP ACADEMY 655 METROPOLITAN AVENUE HYDE PARK MA 02136 N/A SCHOOL PROGRAM SUPPORT 11000 DOCTORS WITHOUT BOARDERS USA 333 SEVENTH AVENUE 2ND FLOOR NEW YORK NY 10001 N/A PC PROGRAM SUPPORT 250 GREATER BOSTON FOOD BANK 70 S BAY AVENUE BOSTON MA 02118 N/A PC PROGRAM SUPPORT 200 HOLY FAMILY PARISH 57 CHURCH STREET CONCORD MA 01742 N/A CHURCH PROGRAM SUPPORT 500 LEUKEMIA AND LYMPHOMA SOCIETY 9 ERIE DRIVE SUITE 101 NATICK MA 01760 N/A PC PROGRAM SUPPORT 50 NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC 40 RECTOR STREET 5TH FLOOR NEW YORK NY 10006 N/A PC PROGRAM SUPPORT 100 PENTUCKET REGIONAL SCHOOL DISTRICT 24 MAIN STREET WEST NEWBURY MA 01985 N/A LOCAL GOVERNMENT PROGRAM SUPPORT 200 REAGLE PLAYERS - REAGLE MUSIC THEATRE 617 LEXINGTON STREET WALTHAM MA 02452 N/A PC PROGRAM SUPPORT 1000 ROOM TO GROW NATIONAL 142 BERKLEY STREET BOSTON MA 02116 N/A PC PROGRAM SUPPORT 50 SOUTHWEST BOSTON SENIOR SERVICES INC 555 AMORY STREET JAMAICA PLAIN MA 02130 N/A PC PROGRAM SUPPORT 7200 TECHNOLOGY FOR AUTISM NOW 60 BRADFIELD AVENUE BOSTON MA 02131 N/A PC PROGRAM SUPPORT 200 TRINITY CATHOLIC ACADEMY 11 PINE STREET SOUTHBRIDGE MA 01550 N/A SCHOOL PROGRAM SUPPORT 250 UNITED NEGRO COLLEGE FUND 1805 7TH STREET NW WASHINGTON DC 20001 N/A PC PROGRAM SUPPORT 500 CHARLES PIERCE MIDDLE SCHOOL 451 CENTRAL AVENUE MILTON MA 02186 N/A SCHOOL PROGRAM SUPPORT 9945 FRIENDS OF NANTUCKET PUBLIC SCHOOLS 10 SURFSIDE ROAD NANTUCKET MA 02554 N/A PC PROGRAM SUPPORT 10000 MENTORING YOUTH NANTUCKET PO BOX 2653 NANTUCKET MA 02584 N/A PC PROGRAM SUPPORT 3000 NANTUCKET COMMUNITY SAILING 4 WINTER STREET NANTUCKET MA 02554 N/A PC PROGRAM SUPPORT 2000 PATRICK LYNDON PILOT SCHOOL 20 MOUNT VERMON STREET WEST ROXBURY MA 02132 N/A SCHOOL PROGRAM SUPPORT 10000 THE PREPARATORY FOUNDATION INC 1286 HYDE PARK AVENUE BOSTON MA 02136 N/A PC PROGRAM SUPPORT 10000 TORAH ACADEMY 11 WILLISTON ROAD BROOKLINE MA 02445 N/A PC PROGRAM SUPPORT 10000 UNITED STATES CATHOLIC CONFERENCE 3211 FOURTH STREET NE WASHINGTON DC 20017 N/A PC PROGRAM SUPPORT 6275 ADOPTION AND FOSTER CARE MENTORING INC 741 ATLANTIC AVENUE BOSTON MA 02111 N/A PC PROGRAM SUPPORT 5000 BOYS AND GIRLS CLUB OF DORCHESTER 270 MT VERNON STREET DORCHESTER MA 02125 N/A PC PROGRAM SUPPORT 5000 ECUMENICAL SOCIAL ACTION COMMITTEE 3313 WASHINGTON STREET JAMAICA PLAIN MA 02130 N/A PC PROGRAM SUPPORT 10000 EVERFI INC 3299 K STREET NW 4TH FLOOR WASHINGTON DC 20007 N/A PC PROGRAM SUPPORT 13500 FAMILY SERVICE ASSOC OF GREATER BOSTON 31 HEATH STREET JAMAICA PLAIN MA 02130 N/A PC PROGRAM SUPPORT 10000 FOUNDATION FOR BOSTON CENTERS FOR YOUTH & FAMILIES 1483 TREMONT STREET ROXBURY CROSSING MA 02120 N/A PC PROGRAM SUPPORT 2500 HORIZONS FOR HOMELESS CHILDREN 1705 COLUMBUS AVENUE ROXBURY MA 02119 N/A PC PROGRAM SUPPORT 15000 NEIGHBORHOOD HOUSING SERVICES OF SOUTH SHORE 422 WASHINGTON STREET QUINCY MA 02169 N/A PC PROGRAM SUPPORT 7300 READ TO A CHILD 20 WILLIAM STREET G25 WELLESLEY MA 02481 N/A PC PROGRAM SUPPORT 5000 SOCIEDAD LATINA 1530 TREMONT STREET ROXBURY MA 02120 N/A PC PROGRAM SUPPORT 5000 YOUTHBUILD BOSTON 27 CENTRE STREET ROXBURY MA 02119 N/A PC PROGRAM SUPPORT 10000 SENIOR HOUSING CRIME PREVENTION FOUNDATION 5100 POPLAR AVENUE SUITE 711 MEMPHIS TN 38137 N/A PC PROGRAM SUPPORT 28750 THE ARC OF SOUTH NORFOLK INC 789 CLAPBOARD TREE STREET WESTWOOD MA 02090 N/A PC PROGRAM SUPPORT 7000 BEACON COMMUNITIES CHARITABLE FUND INC 125 MARCER STREET SOUTH BOSTON MA 02127 N/A PC PROGRAM SUPPORT 5000 COMMUNITIES FOR PEOPLE INC 418 COMMONWEALTH AVENUE BOSTON MA 02215 N/A PC PROGRAM SUPPORT 11000 DEDHAM COMMUNITY ASSOCIATION INC 671 HIGH STREET DEDHAM MA 02026 N/A PC PROGRAM SUPPORT 4000 ELLIE FUND 475 HILLSIDE AVENUE NEEDHAM MA 02494 N/A PC PROGRAM SUPPORT 5000 NANTUCKET INTERFAITH COUNCIL 2 MADAKET ROAD NANTUCKET MA 02554 N/A PC PROGRAM SUPPORT 2000 REYNOLDS CENTER FOR TEACHING LEARNING AND CREATIVITY 30 CONGRESS STREET 6TH FLOOR BOSTON MA 02210 N/A PC PROGRAM SUPPORT 7470 AMERICAN SCORES NEW ENGLAND 284 AMORY STREET JAMAICA PLAIN MA 02130 N/A PC PROGRAM SUPPORT 2500 FAMILY AND CHILDREN SERVICE OF NANTUCKET 17 SHERBURNE TURNPIKE NANTUCKET MA 02554 N/A PC PROGRAM SUPPORT 2500 ACCESS NANTUCKET 35 OLD SOUTH ROAD 2 NANTUCKET MA 02554 N/A PC PROGRAM SUPPORT 2000 ADAMS SHORE LIBRARY 519 SEA STREET QUINCY MA 02169 N/A PC PROGRAM SUPPORT 1000 AUTISIM SPEAKS 1060 STATE ROAD 2ND FLOOR PRINCETON NJ 08540 N/A PC PROGRAM SUPPORT 1000 COMMUNITY FOUNDATION FOR NANTUCKET 17 SHERBURNE TURNPIKE NANTUCKET MA 02554 N/A PC PROGRAM SUPPORT 500 ELDER SERVICES OF CAPE COD 68 MA-134 SOUTH DENNIS MA 02660 N/A PC PROGRAM SUPPORT 500 FRIENDS OF NORWOOD CENTER LTD 14 BERWICK STREET NORWOOD MA 02062 N/A PC PROGRAM SUPPORT 1000 HYDE PARK ART SCENE 1179 RIVER STREET HYDE PARK MA 02136 N/A PC PROGRAM SUPPORT 1000 INKY SANTAS TOY DRIVE INC PO BOX 2595 NANTUCKET MA 02584 N/A PC PROGRAM SUPPORT 1500 NANTUCKET SPORTS & THERAPEUTIC PO BOX 3423 NANTUCKET MA 02584 N/A PC PROGRAM SUPPORT 1000 SWIM ACROSS AMERICA ONE INTERNATIONAL PLACE SUITE 4600 BOSTON MA 02110 N/A PC PROGRAM SUPPORT 1000 VITFRIENDS VITILGO SUPPORT GROUP INC 7 FRAZER STREET BOSTON MA 02136 N/A PC PROGRAM SUPPORT 2525 VETRN 9 DANFORTH LANE NORTON MA 02766 N/A PC PROGRAM SUPPORT 10000 ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVENUE 1700 CHICAGO IL 60601 N/A PC PROGRAM SUPPORT 250 AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION 1275 K STREET NW SUITE 250 WASHINGTON DC 20005 N/A PC PROGRAM SUPPORT 200 CHARLES RIVER CONSERVANCY 4 BRATTLE STREET 309 CAMBRIDGE MA 02138 N/A PC PROGRAM SUPPORT 50 THE MYOSITIS ASSOCIATION 1737 KING STREET SUITE 600 ALEXANDRIA VA 22314 N/A PC PROGRAM SUPPORT 50 SALEM STATE UNIVERSITY FOUNDATION INC 352 LAFAYETTE STREET SALEM MA 01970 N/A PC PROGRAM SUPPORT 1500 SCHOOL OM WHEELS OF MASSACHUSETTS INC 790 CHESTNUT STREET BROCKTON MA 02301 N/A PC PROGRAM SUPPORT 100 TABOR ACADEMY 232 FRONT STREET MARION MA 02738 N/A PC PROGRAM SUPPORT 1000 VNA NORTHWEST INC 607 BANTAM ROAD F BANTAM CT 06750 N/A PC PROGRAM SUPPORT 25 AMERICAN CANCER SOCIETY 30 SPEEN STREET FRAMINGHAM MA 01701 N/A PC PROGRAM SUPPORT 415 AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION 315 NORWOOD PARK SOUTH 1ST FLOOR NORWOOD MA 02062 N/A PC PROGRAM SUPPORT 350 ASSUMPTION COLLEGE 500 SALISBURY STREET WORCESTER MA 01609 N/A COLLEGE PROGRAM SUPPORT 100 COMMONWEALTH ZOOLOGICAL CORP - ZOO NEW ENGLAND 1 FRANKLIN STREET BOSTON MA 02110 N/A PC PROGRAM SUPPORT 160 LONG BAY SYMPHONIC SOCIETY LTD 1107 48TH AVENUE NORTH SUITE 310E MYRTLE BEACH SC 29577 N/A PC PROGRAM SUPPORT 100 LUNGEVITY FOUNDATION 228 228 S WABASH AVENUE SUITE 700 CHICAGO IL 60604 N/A PC PROGRAM SUPPORT 50 MAKE-A-WISH FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND INC 1 BULFINCH PLACE 201 BOSTON MA 02114 N/A PC PROGRAM SUPPORT 25 RODMAN RIDE FOR KIDS INC 10 LINCOLN ROAD FOXBOROUGH MA 02035 N/A PC PROGRAM SUPPORT 100 BARBELLS FOR BOOBS 2777 S BRISTOL UNIT E COSTA MESA CA 92646 N/A PC PROGRAM SUPPORT 80 BRIGHAM & WOMENS HOSPITAL INC 75 FRANCIS STREET BOSTON MA 02115 N/A PC PROGRAM SUPPORT 150 CHILDREN'S HOSPITAL CORPORATION 1153 CENTRE STREET JAMAICA PLAIN MA 02130 N/A PC PROGRAM SUPPORT 250 JOHN HOPKINS UNIVERSITY 3400 N CHARLES STREET BALTIMORE MD 21218 N/A UNIVERSITY PROGRAM SUPPORT 200 PILGRIM SOCIETY 75 COURT STREET PLYMOUTH MA 02360 N/A PC PROGRAM SUPPORT 1000 RIDE 2 RECOVERY 23679 CALABASAS ROAD SUITE 420 CALABASAS CA 91302 N/A PC PROGRAM SUPPORT 50 SOUTH SHORE YOUNG MENS CHRISTIAN ASSOC 91 LONGWATER CIRCLE NORWELL MA 02061 N/A PC PROGRAM SUPPORT 2600 YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER BOSTON 1137 RIVER STREET HYDE PARK MA 02136 N/A PC PROGRAM SUPPORT 700 BEST BUDDIES INTERNATIONAL INC 45 BROMFIELD STREET 301 BOSTON MA 02108 N/A PC PROGRAM SUPPORT 350 BOSTON CHINATOWN NEIGHBORHOOD CENTER INC 38 ASH STREET BOSTON MA 02111 N/A PC PROGRAM SUPPORT 50 DONORSCHOOSE 134 WEST 37TH STREET 11TH FLOOR NEW YORK NY 10018 N/A PC PROGRAM SUPPORT 25 FEEDING AMERICA 35 EAST WACKER DRIVE SUITE 2000 CHICAGO IL 60601 N/A PC PROGRAM SUPPORT 50 HIGH POINT UNIVERSITY 833 MONTLIEU AVENUE HIGH POINT NC 27268 N/A UNIVERSITY PROGRAM SUPPORT 250 NEW ENGLAND LEGAL FOUNDATION 150 LINCOLN STREET BOSTON MA 02111 N/A PC PROGRAM SUPPORT 300 TOURISM CARES FOR TOMORROW INC 275 TURNPIKE STREET 307 CANTON MA 02021 N/A PC PROGRAM SUPPORT 100 TRUSTEES OF PHILIPS ACADEMY 180 MAIN STREET ANDOVER MA 01810 N/A PC PROGRAM SUPPORT 5000 TRUSTEES OF RESERVATIONS 572 ESSEX STREET BEVERLY MA 01915 N/A PC PROGRAM SUPPORT 125 US CATHOLIC CONFERENCE - CATHOLIC MEMORIAL SCHOOL 235 BAKER STREET BOSTON MA 02132 N/A SCHOOL PROGRAM SUPPORT 2500 WELLESLEY FREE LIBRARY FOUNDATION INC 530 WASHINGTON STREET WELLESLEY MA 02482 N/A PC PROGRAM SUPPORT 1000 YOUNG WOMENS CHRISTIAN ASSOCIATION OF BOSTON INC 140 CLARENDON STREET BOSTON MA 02116 N/A PC PROGRAM SUPPORT 200 AVON FOUNDATION FOR WOMEN 1 AVON PLAZA RYE NY 10580 N/A PC PROGRAM SUPPORT 200 BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVENUE BOSTON MA 02115 N/A PC PROGRAM SUPPORT 75 FAMILY PANTRY CORP 133 QUEEN ANNE ROAD HARWICH MA 02645 N/A PC PROGRAM SUPPORT 125 MOUNT WASHINGTON OBSERVATORY 2779 WHITE MOUNTAIN HWY NORTH CONWAY NH 03860 N/A PC PROGRAM SUPPORT 82 YOUNG AT HEART CHORUS INC 28 NORTH MAPLE STREET FLORENCE MA 01062 N/A PC PROGRAM SUPPORT 100 ANGEL FLIGHT OF NEW ENGLAND INC 492 SUTTON STREET NORTH ANDOVER MA 01845 N/A PC PROGRAM SUPPORT 150 THE ANGEL FUND 649 MAIN STREET WAKEFIELD MA 01880 N/A PC PROGRAM SUPPORT 100 CPASGHANA CO KATHLEEN SHARKEY DIRECTOR OF COMMUNICATIONS PO BOX 78 COS COB CT 07807 N/A PC PROGRAM SUPPORT 100 MENKES FOUNDATION INC 23397 DAHLIA CIRCLE CALIFORNIA MD 20619 N/A PC PROGRAM SUPPORT 50 PARENTS AND FRIENDS OF LESBIANS AND GAYS INC 85 RIVER STREET SUITE 3A WALTHAM MA 02454 N/A PC PROGRAM SUPPORT 200 SELF HELP AFRICA INC 41 UNION SQUARE WEST SUITE 1027 NEW YORK NY 10003 N/A PC PROGRAM SUPPORT 750 SOUTH SHORE INITIATIVE CORP 75 FINNELL DRIVE WEYMOUTH MA 02188 N/A PC PROGRAM SUPPORT 500 979542 0 14 577 14 93076 18 637099 0 730752 0 730752 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 4700 0 4700 FIDELITY INVESTMENTS 3564260 3564260 UNREALIZED LOSS ON INVESTMENTS 440271 STATE FILING FEE 250 0 250 INSURANCE 5414 0 5414 FEDEX AND POSTAGE 4358 0 4358 PROGRAM CONSULTANTS 9398 0 9398 GRANT MANAGEMENT 30500 0 30500 FEDERAL EXCISE TAX 5150 0 0