BETA

LYNCH FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
LYNCH FOUNDATION (EIN 04-3017940)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-11
IRS object ID
201531319349101883
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-11T15:14:24-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042571780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALEXANDER ARONSON FINNING & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line121 EAST MAIN STREETAddressLine1Txt
CityWESTBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043017940EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LYNCH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLYNCBusinessNameControlTxt
Phone6174572028PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1280 CONGRESS STREET SUITE 1300AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHRYN EVERETTPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6174572028PhoneNum
Signature2015-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID KELLEHER CPAPreparerPersonNm
PTINP01059560PTIN
Phone5083669100PhoneNum
Preparation2015-04-08PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$123,174,687FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$913,730DividendsRevAndExpnssAmt
Dividends Net Invst Incm$913,730DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,545,283NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$266,662,604GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,545,283CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,459,013TotalRevAndExpnssAmt
Total Net Invst Incm$14,459,013TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$280,338CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$248,651CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$216,443OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$118,250OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$263,723OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$31,798PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$12,536PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$18,585PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$45,890AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$46,998AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,022,551OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$924,606OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$106,998OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$95,992TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8,690TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$27,886TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$60,000OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$60,000OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$34,196TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$787TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$34,257TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$66,999OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$67,243OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,854,207TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,064,869TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$874,341TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,776,843ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,776,843ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,631,050TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,064,869TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,651,184TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,827,963ExcessRevenueOverExpensesAmt
Net Investment Income$13,394,144NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$11,246,572SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,259,405SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,259,405SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$34,325PrepaidExpensesBOYAmt
Prepaid Expenses EOY$71,287PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$71,287PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$115,798,127CorporateStockBOYAmt
Corporate Stock EOY$115,655,534CorporateStockEOYAmt
Corporate Stock EOYFMV$115,655,534CorporateStockEOYFMVAmt
Other Investments BOY$2,718,478OtherInvestmentsBOYAmt
Other Investments EOY$3,188,461OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,188,461OtherInvestmentsEOYFMVAmt
Total Assets BOY$129,797,502TotalAssetsBOYAmt
Total Assets EOY$123,174,687TotalAssetsEOYAmt
Total Assets EOYFMV$123,174,687TotalAssetsEOYFMVAmt
Accounts Payable BOY$17,154AccountsPayableBOYAmt
Accounts Payable EOY$51,288AccountsPayableEOYAmt
Other Liabilities BOY$737,957OtherLiabilitiesBOYAmt
Other Liabilities EOY$313,104OtherLiabilitiesEOYAmt
Total Liabilities BOY$755,111TotalLiabilitiesBOYAmt
Total Liabilities EOY$364,392TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$129,042,391UnrestrictedBOYAmt
Unrestricted EOY$122,810,295UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$129,042,391TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$122,810,295TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$129,797,502TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$123,174,687TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$129,042,391TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,827,963ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$132,870,354SubtotalAmt
Other Decreases$10,060,059OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$122,810,295TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$266,662,604GrossSalesPriceAmt
Cost Or Other Basis$253,117,321CostOrOtherBasisAmt
Gain Or Loss$13,545,283GainOrLossAmt
Gains Minus Excess Or Losses$13,545,283GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$13,545,283CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10,123,126AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$110,626,758NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.091507DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,233,196AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$91,734,744NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.089750DistributionYr2Rt
Total Distribution0.181257TotalDistributionRt
Average Distribution0.090629AverageDistributionRt
Net Vl Noncharitable Assets$122,043,958NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$11,060,722AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$133,941NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$11,194,663AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$9,651,184QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$267,883InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$267,883SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$267,883TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$271,393EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$271,393TotalPaymentsAndCreditsAmt
Es Penalty$9EsPenaltyAmt
Overpayment$3,501OverpaymentAmt
Applied To ES Tax$3,501AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressTHELYNCHFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksKATHRYN EVERETT EXECUTIVE DIRECTORIndividualWithBooksNm
Phone6174572028PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1280 CONGRESS STREET SUITE 1300AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROLYN A LYNCH
280 CONGRESS STREET SUITE 1300BOSTONMA02110PRESIDENT1.00$0$0$0
PETER S LYNCH
280 CONGRESS STREET SUITE 1300BOSTONMA02110TREASURER1.00$0$0$0
J FREDERICK BUSH
280 CONGRESS STREET SUITE 1300BOSTONMA02110SECRETARY1.00$0$0$0
NANCY A COOLIDGE
280 CONGRESS STREET SUITE 1300BOSTONMA02110DIRECTOR1.00$0$0$0
RICHARD SPILLANE
280 CONGRESS STREET SUITE 1300BOSTONMA02110DIRECTOR1.00$0$0$0
RALPH C SWEETLAND MD
280 CONGRESS STREET SUITE 1300BOSTONMA02110DIRECTOR1.00$0$0$0
ANNIE LUKOWSKI
280 CONGRESS STREET SUITE 1300BOSTONMA02110DIRECTOR1.00$0$0$0
ELIZABETH DE MONTICHARD
280 CONGRESS STREET SUITE 1300BOSTONMA02110DIRECTOR1.00$0$0$0
KATHRYN M EVERETT
280 CONGRESS STREET SUITE 1300BOSTONMA02110EXECUTIVE DIRECTOR40.00$238,392$41,946$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
DAVID BADEAU
280 CONGRESS STREET SUITE 1300BOSTONMA02110RESEARCH ANALYST20.00$118,250$12,536$0
VICTORIA FORMAN
280 CONGRESS STREET SUITE 1300BOSTONMA02110OPERATIONS MANAGER40.00$70,500$14,151$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$113,281,934AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,549,274AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$71,287FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$123,902,495TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$123,902,495AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,858,537CashDeemedCharitableAmt
Net Vl Noncharitable Assets$122,043,958NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,102,198MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,102,198MinimumInvestmentReturnAmt
Tax Based On Investment Income$267,883TaxBasedOnInvestmentIncomeAmt
Total Tax$267,883TotalTaxAmt
Distributable Before Adj$5,834,315DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,834,315DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,834,315DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,651,184ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$9,651,184QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$9,651,184AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,834,315DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$3,868,430ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,208,895ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,077,325TotalExcessDistributionCyovAmt
Qualifying Distributions$9,651,184QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,834,315AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,816,869RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$12,894,194TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$12,894,194ExcessDistriCyovToNextYrAmt
Excess From Year2$3,868,430ExcessFromYear2Amt
Excess From Year1$5,208,895ExcessFromYear1Amt
Excess From Current Year$3,816,869ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKATHRYN M EVERETTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1280 CONGRESS STREET SUITE 1300AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6174572028RecipientPhoneNum
Form And Info And MaterialsALL 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 DeadlinesTHE CONCEPT PAPERS ARE REVIEWED ON A ROLLING PROCESS.SubmissionDeadlinesTxt
Restrictions On AwardsORGANIZATIONS 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/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICARES
88 HAMILTON AVENUESTAMFORDCT06902NCGENERAL OPERATING SUPPORT DOMESTIC PROGRAM$25,000
ARCHDIOCESE OF BOSTON
278 BOWDOIN STREETDORCHESTERMA02125NCST. PETER TEEN CENTER$50,000
ASSOCIATED GRANT MAKERS
133 FEDERAL STREET SUITE 802BOSTONMA02110NCMEMBERSHIP$5,948
BELLWEATHER EDUCATION PARTNERS
517 BOSTON POST ROADSUDBURYMA01766NCRESEARCH AND EVALUATION$96,000
BOSTON COLLEGE
140 COMMONWEALTH AVENUECHESTNUT HILLMA02467NCWALL STREET COUNCIL$50,000
BOSTON EDUCATIONAL DEVELOPMENT FUND
26 COURT STREETBOSTONMA02109NCBOSTON PUBLIC SCHOOLS HUMAN CAPITAL PROJECT$263,125
BOSTON SYMPHONY ORCHESTRA
301 MASSACHUSETTS AVENUEBOSTONMA02115NCGENERAL OPERATING SUPPORT$25,000
BOSTON TENPOINT COALITION
7 PALMER STREET 3RD FLOORROXBURYMA02119NCYOUTH VOICE FOR PEACE INITIATIVE$100,000
CAMPAIGN FOR CATHOLIC SCHOOLS
66 BROOKS DRIVEBRAINTREEMA02184NCEARLY CHILDHOOD PROGRAM$130,334
CATHOLIC RELIEF SERVICES
228 W LEXINGTON STREETBALTIMOREMD21201NCRELIEF SERVICES FOR VICTIMS OF THE TYPHOON HAIYAN$25,000
CATHOLIC SCHOOLS FOUNDATION
260 FRANKLIN STREET SUITE 630BOSTONMA02110NCPROGRAM EXPANSION$122,500
CHARLES RIVER CONSERVANCY
4 BRATTLE STREET 309CAMBRIDGEMA02138NCTHE LYNCH FAMILY SKATEPARK$200,000
CITY YEAR BOSTON
285 COLUMBUS AVENUEBOSTONMA02116NCGENERAL OPERATING SUPPORT$25,000
COLLEGE BOUND DORCHESTER
18 SAMOSET STREETDORCHESTERMA02124NCPROGRAM EXPANSION$125,000
EAST BOSTON CENTRAL CATHOLIC
69 LONDON STREET EASTBOSTONMA02128NCEARLY CHILDHOOD PROGRAM$13,775
ESSEX COMMUNITY FOUNDATION
175 ANDOVER STREETDANVERSMA01923NCACCELERATION ACADEMIES IN LAWRENCE PUBLIC SCHOOLS$400,000
EXCEL ACADEMY
1150 SARATOGA STREETBOSTONMA02128NCCAPITAL CAMPAIGN$250,000
EXPONENT PHILANTHROPY
1720 N STREETBROOKLINEWA20036NCMEMBERSHIP$725
FACING HISTORY & OURSELVES
16 HURD STREETBROOKLINEMA02445NCGENERAL OPERATING SUPPORT$25,000
FIRST NIGHT
BOSTON CITY HALL ROOM 202BOSTONMA02201NCGENERAL OPERATING SUPPORT$25,000
HARVARD MEDICAL SCHOOL
401 PARK DRIVE SUITE 22WBOSTONMA02215NCSYSTEMS BIOLOGY$250,000
IMPACT FOR EDUCATION
44 HOWARD AVENUENEW HAVENCT06519NCPROGRAM SUPPORT$35,000
ISABELLA STEWART GARDNER MUSEUM
25 EVANS WAYBOSTONMA02115NCCAPITAL CAMPAIGN$250,000
KIPP ACADEMY LYNN
90 HIGH ROCK STREETLYNNMA01902NCGROWTH FUND CAMPAIGN$250,000
LYNCH LEADERSHIP ACADEMY
140 COMMONWEALTH AVENUECHESTNUT HILLMA02467NCGENERAL OPERATING SUPPORT$1,532,867
MATCH EDUCATION FOUNDATION
1001 COMMONWEALTH AVENUEBOSTONMA02215NCCAPITAL CAMPAIGN$250,000
MENTOR THE NATIONAL MENTORING PARTNERSHIP
201 SOUTH STREET 6TH FLOORBOSTONMA02111NCGENERAL OPERATING SUPPORT$25,000
MISSION GRAMMAR SCHOOL
94 ST ALPHONSUS STREETROXBURYMA02120NCEARLY CHILDHOOD PROGRAM$17,275
MY BROTHER'S KEEPER
PO BOX 338EASTONMA02356NCGENERAL OPERATING SUPPORT$25,000
PAPAL FOUNDATION
150 MONUMENT ROAD SUITE 600BALA CYNWYDPA19004NCGENERAL OPERATING SUPPORT$25,000
PARK SCHOOL
171 GODDARD AVENUEBROOKLINEMA02445NCCAPITAL CAMPAIGN$750,000
PARTNERS IN HEALTH
888 COMMONWEALTH AVENUE 3RD FLOORBOSTONMA02215NCGENERAL OPERATING SUPPORT AND SUPPORT FOR THE HEALTHCARE SYSTEMS AFFECTED BY THE EBOLA OUTBREAK$125,000
PEABODY ESSEX MUSEUM
161 ESSEX STREETSALEMMA01970NCCAROLYN AND PETER LYNCH EXHIBITION ENDOWMENT$500,000
PHILANTHROPY ROUNDTABLE
1150 17TH STREET NW SUITE 503WASHINGTONDC20036NCK-12 EDUCATION PROGRAM$25,000
PHOENIX CHARTER ACADEMY
60 CANAL STREET 4TH FLOORBOSTONMA02114NCPROGRAM EXPANSION$150,000
PHOENIX MULTISPORT
2233 CHAMPA STREETDENVERCO80205NCBOSTON EXPANSION$250,000
POSSE FOUNDATION
45 FRANKLIN STREETBOSTONMA02110NCGENERAL OPERATING SUPPORT$25,000
QUINCY CATHOLIC ACADEMY
370 HANCOCK STREETQUINCYMA02171NCEARLY CHILDHOOD PROGRAM$27,760
RED SOX FOUNDATION
4 YAWKEY WAYBOSTONMA02215NCRED SOX SCHOLARS PROGRAM$25,000
RENEW INTERNATIONAL
1232 GEORGE STREETPLAINFIELDNJ07062NCGENERAL OPERATING SUPPORT$25,000
RON BURTON TRAINING VILLAGE
55 MORGAN ROADHUBBARDSTONMA01452NCPROGRAM EXPANSION$100,000
ROSE FITZGERALD KENNEDY GREENWAY CONSERVANCY
185 KNEELAND STREETBOSTONMA02111NCECHELMAN SCULPTURE$200,000
SAINT JOSEPH PREPARATORY HIGH SCHOOL
617 CAMBRIDGE STREETBOSTONMA02134NCCAPITAL AND PROGRAM EXPANSION$500,000
SOUTH BOSTON CATHOLIC ACADEMY
866 EAST BROADWAYBOSTONMA02127NCEARLY CHILDHOOD PROGRAM$31,285
ST JOHN SCHOOL
9 MOON STREETBOSTONMA02113NCEARLY CHILDHOOD PROGRAM$27,138
ST JOHN THE BAPTIST
19 CHESTNUT STREETPEABODYMA01960NCLYNCH SCHOLARS$13,550
ST JOHN THE EVANGELIST
111 NEW BLACH STREETBEVERLYMA01915NCLYNCH SCHOLARS$2,000
ST MARY STAR OF THE SEA PARISH
13 CHAPMAN STREETBEVERLYMA01915NCLYNCH SCHOLARS$4,000
ST MARY'S CENTER FOR WOMEN & CHILDREN
90 CUSHING AVENUEDORCHESTERMA02125NCGENERAL OPERATING SUPPORT$25,000
ST PIUS V SCHOOL
28 BOWLER STREETLYNNMA01904NCLYNCH SCHOLARS$4,000
ST ROSE SCHOOL
580 BROADWAYCHELSEAMA02150NCEARLY CHILDHOOD PROGRAM$13,275
SUMMER SEARCH BOSTON
500 ARMORY STREETJAMAICA PLAINMA02130NCGENERAL OPERATING SUPPORT$25,000
TEACH FOR AMERICA GREATER BOSTON
60 CANAL STREET 3RD FLOORBOSTONMA02114NCPROGRAM EXPANSION$100,000
THE ACHIEVEMENT NETWORK
225 FRIEND STREET SUITE 7BOSTONMA02114NCPROGRAM EXPANSION$200,000
THE BOSTON OPPORTUNITY AGENDA
420 BOYLSTON STREET 4TH FLOORBOSTONMA02116NCGENERAL OPERATING SUPPORT$50,000
THE EDGAR ALLEN POE FOUNDATION
160 BOYLSTON STREETBOSTONMA02116NCEDGAR ALLEN POE STATUE$10,000
THE SKATING CLUB OF BOSTON
1240 SOLDIERS FIELD ROADBRIGHTONMA02135NCCAPITAL CAMPAIGN$300,000
TRUSTEES OF RESERVATIONS
572 ESSEX STREETBEVERLYMA01915NCENDOWMENT FOR THE GARDENS AT THE CRANE ESTATE$250,000
UNCOMMON SCHOOLS
826 BROADWAY 9TH FLOORNEW YORKNY01003NCROXBURY PREPARATORY HIGH SCHOOL EXPANSION$250,000
WGBH
ONE GUEST STREETBOSTONMA02135NCNOVA$25,000
WHEELOCK COLLEGE
55 PILGRIM ROADBOSTONMA02215NCEARLY CHILDHOOD SCHOLARSHIPS$76,286
XAVERIAN BROTHERS HIGH SCHOOL
800 CLAPBOARD STREETWESTWOODMA02090NCCAPITAL CAMPAIGN$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,776,843TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp

FieldValueIRS element (for citing)
DescN/ADesc

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$913,730ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,545,283ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$14,459,013ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,459,013TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$45,890Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$46,998DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLICLY TRADED SECURITIESStockNm
EOY Book Value$115,655,534EOYBookValueAmt
EOYFMV$115,655,534EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPRIVATE EQUITY INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$3,188,461BookValueAmt
EOYFMV$3,188,461EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTSDesc
Amt$10,060,059Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MISCELLANEOUS EXPENSE$877$0$877
MEMBERSHIP$6,953$0$6,651
OFFICE EXPENSES$43,045$0$43,201
EVENT EXPENSE$16,124$0$16,514

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED EXCISE TAX$507,206$306,005
ACCRUED FEDERAL EXCISE TAX$230,751$7,099

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$924,606$924,606$0
SOFTWARE$5,701$0$6,279
OTHER CONSULTANTS$92,244$0$100,719

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$66,666$0$0
FOREIGN TAXES$1,440$1,440$0
PAYROLL TAXES$27,886$7,250$27,886

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