LYNCH FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: LYNCH FOUNDATION (EIN 04-3017940)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-08-12
IRS object ID: 201302249349100775
Schema version: 2012v2.1
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
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-08-12T14:59:29-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	042571780	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ALEXANDER ARONSON FINNING & CO PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	21 EAST MAIN STREET	AddressLine1
City	WESTBOROUGH	City
State	MA	State
ZIP Code	01581	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	043017940	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE LYNCH FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	LYNC	NameControl
Phone	6174572028	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	280 CONGRESS STREET SUITE 1300	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02110	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	KATHRYN EVERETT	Name
Title	EXECUTIVE DIRECTOR	Title
Phone	6174572028	Phone
Date Signed	2013-08-06	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	DAVID KELLEHER CPA	Name
PTIN	P01059560	PTIN
Phone	5083669100	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Initial Return Former Public Chrty	X	InitialReturnFormerPublicChrty
Exempt PF	X	ExemptPF
FMV Assets EOY	91915005	FMVAssetsEOY
Method Of Accounting Accrual	X	MethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	787505	DividendsRevAndExpnss
Dividends Net Invst Incm	787505	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	10917984	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	173138627	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	10917984	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	11705489	TotalRevenueAndExpenses
Total Net Investment Income	11705489	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	291506	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	291506	CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss	173420	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm	120000	OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	173420	OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	21180	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm	16424	PensionEmplBnftNetInvstIncm
Pension Empl Bnft Dsbrs Chrtbl Prps	21074	PensionEmplBnftDsbrsChrtblPrps
Legal Fees Rev And Expnss	15881	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	0	LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps	15881	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	47873	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	45301	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	479657	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	461008	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	479657	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	404535	TaxesRevAndExpnss
Taxes Net Invst Incm	9497	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	274359	TaxesDsbrsChrtblPrps
Occupancy Rev And Expnss	60000	OccupancyRevAndExpnss
Occupancy Net Invst Incm	0	OccupancyNetInvstIncm
Occupancy Dsbrs Chrtbl Prps	60000	OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	27229	TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm	0	TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps	30885	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	35306	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	0	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	33905	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	1556587	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	606929	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	1425988	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	6807208	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	6807208	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	8363795	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	606929	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	8233196	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	3341694	ExcessOfRevenueOverExpenses
Net Investment Income	11098560	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	6438745	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	5704330	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	5704330	SavingsAndTempCashInvstEOYFMV
Accounts Receivable	106955	AccountsReceivable
Accounts Receivable BOY	213911	AccountsReceivableBOY
Accounts Receivable EOY	106955	AccountsReceivableEOY
Accounts Receivable EOYFMV	106955	AccountsReceivableEOYFMV
Prepaid Expenses BOY	5413	PrepaidExpensesBOY
Prepaid Expenses EOY	30437	PrepaidExpensesEOY
Prepaid Expenses EOYFMV	30437	PrepaidExpensesEOYFMV
Investments Corp Stock BOY	72455159	InvestmentsCorpStockBOY
Investments Corp Stock EOY	83221723	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	83221723	InvestmentsCorpStockEOYFMV
Investments Other BOY	4385443	InvestmentsOtherBOY
Investments Other EOY	2851560	InvestmentsOtherEOY
Investments Other EOYFMV	2851560	InvestmentsOtherEOYFMV
Total Assets BOY	83498671	TotalAssetsBOY
Total Assets EOY	91915005	TotalAssetsEOY
Total Assets EOYFMV	91915005	TotalAssetsEOYFMV
Accounts Payable BOY	7873	AccountsPayableBOY
Accounts Payable EOY	8294	AccountsPayableEOY
Other Liabilities BOY	0	OtherLiabilitiesBOY
Other Liabilities EOY	156809	OtherLiabilitiesEOY
Total Liabilities BOY	7873	TotalLiabilitiesBOY
Total Liabilities EOY	165103	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	83490798	CapitalStockBOY
Capital Stock EOY	91749902	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	0	RetainedEarningsBOY
Retained Earnings EOY	0	RetainedEarningsEOY
Total Net Assets BOY	83490798	TotalNetAssetsBOY
Total Net Assets EOY	91749902	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	83498671	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	91915005	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	83490798	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	3341694	ExcessOfRevenueOverExpenses
Other Increases	4917410	OtherIncreases
Subtotal	91749902	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	91749902	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Field	Value	IRS element (for citing)
Description Of Asset	PUBLICLY TRADED SECURITIES	DescriptionOfAsset
Gross Sales Price	173138627	GrossSalesPrice
Cost Or Other Basis	162220643	CostOrOtherBasis
Gain Or Loss	10917984	GainOrLoss
Gains Minus Excess Or Losses	10917984	GainsMinusExcessOrLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	10917984	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	221971	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	221971	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	221971	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	248604	EstTaxPaymentsAndOverpayment
Total Credits And Payments	248604	TotalCreditsAndPayments
Penalty For Underpayment	1103	PenaltyForUnderpayment
Overpayment	25530	Overpayment
Amount Credited To Next Year	25530	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	0	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	MA	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	THELYNCHFOUNDATION.ORG	WebsiteAddress
Books In Care Of Person Name	KATHRYN EVERETT EXECUTIVE DIRECTOR	BooksInCareOfPersonName
Books In Care Of Phone Number	6174572028	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	280 CONGRESS STREET SUITE 1300	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02110	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (10 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
CAROLYN A LYNCH
280 CONGRESS STREET SUITE 1300	BOSTON	MA	02110	PRESIDENT AND CHAIRMAN	1.00	0	0	0
PETER S LYNCH
280 CONGRESS STREET SUITE 1300	BOSTON	MA	02110	TREASURER	1.00	0	0	0
J FREDERICK BUSH
280 CONGRESS STREET SUITE 1300	BOSTON	MA	02110	SECRETARY	1.00	0	0	0
NANCY A COOLIDGE
280 CONGRESS STREET SUITE 1300	BOSTON	MA	02110	DIRECTOR	1.00	0	0	0
RICHARD SPILLANE
280 CONGRESS STREET SUITE 1300	BOSTON	MA	02110	DIRECTOR	1.00	0	0	0
RALPH C SWEETLAND MD
280 CONGRESS STREET SUITE 1300	BOSTON	MA	02110	DIRECTOR	1.00	0	0	0
MARSHA HELMSTADTER
280 CONGRESS STREET SUITE 1300	BOSTON	MA	02110	DIRECTOR	1.00	0	0	0
ANNIE LUKOWSKI
280 CONGRESS STREET SUITE 1300	BOSTON	MA	02110	DIRECTOR	1.00	0	0	0
ELIZABETH DE MONTRICHARD
280 CONGRESS STREET SUITE 1300	BOSTON	MA	02110	DIRECTOR	1.00	0	0	0
KATHRYN M EVERETT
280 CONGRESS STREET SUITE 1300	BOSTON	MA	02110	EXECUTIVE DIRECTOR	40.00	215000	73086	0

Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (2 entries)

NameName	Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Average Hours Per WeekAverageHoursPerWeek	CompensationCompensation	Employee BenefitsEmployeeBenefits	Expense AccountExpenseAccount
DAVID BADEAU	280 CONGRESS STREET SUITE 1300	BOSTON	MA	02110	RESEARCH ANALYST	20.00	120000	16424	0
VICTORIA FORMAN	280 CONGRESS STREET SUITE 1300	BOSTON	MA	02110	PROGRAM ASSOCIATE	40.00	50000	8176	0

Field	Value	IRS element (for citing)
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	85106095	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	7813867	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	211758	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	93131720	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	93131720	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	1396976	CashDeemedCharitable
Net Noncharitable Assets	91734744	NetNoncharitableAssets
Minimum Investment Return	4586737	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	4586737	MinimumInvestmentReturn
Tax Based On Investment Income	221971	TaxBasedOnInvestmentIncome
Total Tax	221971	TotalTax
Distributable Amount Before Adj	4364766	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	4364766	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	4364766	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	8233196	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	8233196	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	8233196	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	4364766	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	8233196	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	4364766	AppliedToCurrentYear
Remaining Distri From Corpus	3868430	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	3868430	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	3868430	ExcessDistriCyovToNextYear
Excess From Current Year	3868430	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	THE LYNCH FOUNDATION	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	280 CONGRESS STREET SUITE 1300	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02110	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	6174572028	RecipientPhoneNumber
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.	FormAndInfoAndMaterials
Submission Deadlines	THE CONCEPT PAPERS ARE REVIEWED ON A ROLLING PROCESS.	SubmissionDeadlines
Restrictions On Awards	ORGANIZATIONS MUST BE A 501(C)(3) 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.	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (86 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
AMERICARES
88 HAMILTON AVENUE	STAMFORD	CT	06902	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING DOMESTIC PROGRAM	$25,000
ASSOCIATED GRANT MAKERS
55 COURT STREET STE 520	BOSTON	MA	021082104	NONE	PUBLIC CHARITY - 501	BOSTON EDUCATION FUNDERS	$500
ASSOCIATED GRANT MAKERS
55 COURT STREET STE 520	BOSTON	MA	021082104	NONE	PUBLIC CHARITY - 501	PROFESSIONAL DEVELOPMENT	$8,950
ASSOCIATION OF SMALL FOUNDATIONS
1720 N STREET NW	WASHINGTON	DC	20036	NONE	PUBLIC CHARITY - 501	PROFESSIONAL DEVELOPMENT	$695
ASSOCIATION OF SMALL FOUNDATIONS
1720 N STREET NW	WASHINGTON	DC	20036	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING SUPPORT	$25,000
BETHEL AME CHURCH
40 WALK HILL STREET	JAMAICA PLAIN	MA	02130	NONE	PUBLIC CHARITY - 501	CAPITAL CAMPAIGN/ RENOVATIONS & EXPANSION	$85,000
BOSTON ARCHDIOCESAN CHOIR SCHOOL
29 MT AUBURN STREET	CAMBRIDGE	MA	021386031	NONE	PUBLIC CHARITY - 501	DIRECTOR OF DEVELOPMENT SUPPORT	$25,000
BOSTON LANDMARKS ORCHESTRA
10 GUEST ST 280	BOSTON	MA	02135	NONE	PUBLIC CHARITY - 501	NOTES IN THE NEIGHBORHOOD	$35,000
BOSTON PUBLIC LIBRARY FOUNDATION
700 BOYLSTON STREET	BOSTON	MA	02116	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING SUPPORT	$10,000
BOSTON SCHOLAR ATHLETE
65 ALLERTON STREET	BOSTON	MA	02119	NONE	PUBLIC CHARITY - 501	PROGRAM EXPANSION	$50,000
BOSTON SCHOOLYARD INITIATIVE
ONE CENTER PLAZA STE 350	BOSTON	MA	02108	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING SUPPORT	$25,000
BOSTON SYMPHONY ORCHESTRA
301 MASSACHUSETTS AVE	BOSTON	MA	02115	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING SUPPORT	$25,000
BROOKE CHARTER SCHOOL FOUNDATION
190 CUMMINS HWY	ROSLINDALE	MA	02131	NONE	PUBLIC CHARITY - 501	CAPITAL CAMPAIGN & EXPANSION	$125,000
CAMP HARBOR VIEW FOUNDATION
200 CLARENDON ST FLOOR D	BOSTON	MA	02116	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING SUPPORT	$25,000
CAMPAIGN FOR CATHOLIC SCHOOLS
66 BROOKS DRIVE	BRAINTREE	MA	02184	NONE	PUBLIC CHARITY - 501	EARLY CHILDHOOD MASTERS IN EDUCATION COHORT	$153,125
CAMPAIGN FOR CATHOLIC SCHOOLS
66 BROOKS DRIVE	BRAINTREE	MA	02184	NONE	PUBLIC CHARITY - 501	EXETER SUMMER INSTITUTE	$2,902
CATHEDRAL HIGH SCHOOL
74 UNION PARK STREET	BOSTON	MA	02118	NONE	PUBLIC CHARITY - 501	CAPITAL CAMPAIGN/RENOVATIONS & EXPANSION	$100,000
CATHOLIC SCHOOLS FOUNDATION
260 FRANKLIN STREET	BOSTON	MA	021103112	NONE	PUBLIC CHARITY - 501	EARLY CHILDHOOD EDUCATION SUPPORT	$100,000
CITY YEAR BOSTON
285 COLUMBUS AVENUE	BOSTON	MA	02116	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING SUPPORT	$25,000
CRISTO REY BOSTON HIGH SCHOOL
100 SAVIN HILL AVENUE	BOSTON	MA	02125	NONE	PUBLIC CHARITY - 501	ONE DORCHESTER	$200,000
FACING HISTORY & OURSELVES
16 HURD ROAD	BROOKLINE	MA	02445	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING SUPPORT	$25,000
FAMILIES UNITED IN EDUCATIONAL LEADERSHIP
561 BOYLSTON STREET FL 4	BOSTON	MA	02116	NONE	PUBLIC CHARITY - 501	PROGRAM EXPANSION	$20,000
FIRST NIGHT INC
36 BROMFIELD STREET 204	BOSTON	MA	02108	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING SUPPORT	$10,000
FOUNDATION FOR MASS EYE & EAR INFIRMARY
243 CHARLES ST	BOSTON	MA	02114	NONE	PUBLIC CHARITY - 501	LYNCH CENTER FOR LASER & RECONSTRUCTIVE SURGERY	$750,000
FRANKLIN INSTITUTE
41 BERKELEY STREET	BOSTON	MA	02116	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING SUPPORT	$50,000
FRIENDS OF THE ESPLANADE PLAYSPACE
116 FLANDERS ROAD STE 200	WESTBOROUGH	MA	01581	NONE	PUBLIC CHARITY - 501	PROGRAM EXPANSION	$50,000
GIFTS TO GIVE INC
190 OLD DERBY STREET SUITE 100	HINGHAM	MA	02043	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING & PROGRAM EXPANSION	$25,000
GIRLS INC OF LYNN
50 HIGH STREET	LYNN	MA	01902	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING & PROGRAM EXPANSION	$50,000
HARVARD MEDICAL SCHOOL SYSTEMS BIO
401 PARK DRIVE SUITE 22W	BOSTON	MA	02215	NONE	PUBLIC CHARITY - 501	SYSTEMS BIOLOGY PROGRAM	$250,000
HOSPICE OF THE NORTH SHORE & GREATER BOSTON
75 SYLVAN STREET SUITE B-102	DANVERS	MA	01923	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING SUPPORT	$25,000
INNERCITY WEIGHTLIFTING
PO BOX 171313	BOSTON	MA	02117	NONE	PUBLIC CHARITY - 501	PROGRAM EXPANSION	$50,000
ISABELLA STEWART GARDNER
2 PALACE ROAD	BOSTON	MA	021155807	NONE	PUBLIC CHARITY - 501	CAPITAL CAMPAIGN/RENOVATIONS & EXPANSION	$250,000
KHAN ACADEMY
PO BOX 1630	MOUNTAIN VIEW	CA	94042	NONE	PUBLIC CHARITY - 501	BOSTON WORKSHOP	$16,800
KIPP ACADEMY LYNN CHARTER SCHOOL
25 BESSOM ST	LYNN	MA	01902	NONE	PUBLIC CHARITY - 501	CAPITAL CAMPAIGN & EXPANSION	$100,000
BOSTON COLLEGE
140 COMMONWEALTH AVENUE	CHESTNUT HILL	MA	02467	NONE	PUBLIC CHARITY - 501	LYNCH LEADERSHIP ACADEMY	$1,000,000
LYNN COMMUNITY HEALTH CENTER
269 UNION ST	LYNN	MA	01902	NONE	PUBLIC CHARITY - 501	CAPITAL CAMPAIGN/RENOVATIONS & EXPANSION	$250,000
MASS 2020 INC
26 COURT STREET 7TH FLOOR	BOSTON	MA	02108	NONE	PUBLIC CHARITY - 501	SONTAG TEACHER PRIZE & ACCELERATION ACADEMIES	$250,000
MASSACHUSETTS HISTORICAL SOCIETY
1154 BOYLSTON STREET	BOSTON	MA	02215	NONE	PUBLIC CHARITY - 501	PRESERVATION MAINTENANCE FUND	$50,000
MATCH SCHOOL FOUNDATION
1001 COMMONWEALTH AVENUE	BOSTON	MA	022151308	NONE	PUBLIC CHARITY - 501	MATCH TEACHER RESIDENCY PROGRAM& GRADUATE SCHOOL OF EDUCATION	$500,000
ALMA DEL MAR CHARTER SCHOOL
26 MADEIR AVENUE	NEW BEDFORD	MA	02746	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING AND PROGRAM EXPANSION	$25,000
MISSION GRAMMAR SCHOOL
94 ST ALPHONSUS ST	ROXBURY	MA	02120	NONE	PUBLIC CHARITY - 501	2REVS TECHNOLOGY PROJECT	$75,000
MY BROTHER'S KEEPER
PO BOX 338	NORTH EASTON	MA	02356	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING SUPPORT	$25,000
NATIONAL COUNCIL ON TEACHER QUALITY
1420 NEW YORK AVENUE STE 800	WASHINGTON	DC	20005	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING SUPPORT	$25,000
PAPAL FOUNDATION (THE)
150 MONUMENT ROAD STE 609	BALA CYNWYD	PA	19004	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING SUPPORT	$25,000
PARTNERS IN HEALTH
641 HUNTINGTON AVENUE 1ST FLOOR	BOSTON	MA	02115	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING SUPPORT	$50,000
PEABODY ESSEX MUSEUM
EAST INDIA SQ	SALEM	MA	01970	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING SUPPORT	$25,000
PHILANTHROPY ROUNDTABLE
1150 17TH STREET NW STE 503	WASHINGTON	DC	20036	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING SUPPORT	$25,000
PHOENIX MULTISPORT
2233 CHAMPA STREET	DENVER	CO	80205	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING SUPPORT	$1,000
POSSE FOUNDATION (BOSTON)
45 FRANKLIN STREET 3RD FLOOR	BOSTON	MA	02110	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING SUPPORT	$25,000
QUINCY CATHOLIC ACADEMY
370 HANCOCK STREET	QUINCY	MA	02171	NONE	PUBLIC CHARITY - 501	KHAN ACADEMY	$5,000
REACH OUT AND READ
56 ROLAND STREET SUITE 100D	BOSTON	MA	02129	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING SUPPORT	$10,000
RED SOX FOUNDATION
4 YAWKEY WAY	BOSTON	MA	02215	NONE	PUBLIC CHARITY - 501	RED SOX SCHOLARS PROGRAM	$25,000
RENEW INTERNATIONAL
1232 GEORGE STREET	PLAINFIELD	NJ	07062	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING SUPPORT	$25,000
SPECIAL OLYMPICS INC
1133 19TH STREET NW	WASHINGTON	DC	20036	NONE	PUBLIC CHARITY - 501	PROGRAM EXPANSION	$50,000
ST JOHN SEMINARY
127 LAKE STREET	BRIGHTON	MA	02135	NONE	PUBLIC CHARITY - 501	PROGRAM EXPANSION	$200,000
ST JOHN THE BAPTIST SCHOOL
19 CHESTNUT STREET	PEABODY	MA	01960	NONE	PUBLIC CHARITY - 501	LYNCH SCHOLARS PROGRAM	$13,100
ST MARY'S EDUCATION FUND- DIOCESE OF FALL RIVER
PO BOX 1470	FALL RIVER	MA	02722	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING SUPPORT	$10,000
ST MARY OF THE HILLS SCHOOL
250 BROOK ROAD	MILTON	MA	02186	NONE	PUBLIC CHARITY - 501	KHAN ACADEMY	$5,000
ST MARY STAR OF THE SEA
253 CABOT STREET	BEVERLY	MA	019154597	NONE	PUBLIC CHARITY - 501	LYNCH SCHOLARS PROGRAM	$6,000
ST MARY'S WOMEN & CHILDREN'S CENTER
90 CUSHING AVENUE	DORCHESTER	MA	02125	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING SUPPORT	$10,000
ST PIUS V SCHOOL
28 BOWLER STREET	LYNN	MA	01904	NONE	PUBLIC CHARITY - 501	LYNCH SCHOLARS PROGRAM	$5,898
SUMMER SEARCH BOSTON
500 AMORY STREET	JAMAICA PLAIN	MA	02130	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING SUPPORT	$25,000
TEACH FOR AMERICA
60 CANAL STREET 3RD FLOOR	BOSTON	MA	02114	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING & PROGRAM EXPANSION	$100,000
MENTORNATIONAL MENTORING PARTNERSHIP
201 SOUTH STREET 6TH FLOOR	BOSTON	MA	02111	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING SUPPORT	$25,000
TOBIN K-8 SCHOOL
40 SMITH STREET	ROXBURY	MA	02120	NONE	PUBLIC CHARITY - 501	2REVS TECHNOLOGY PROJECT	$25,000
TOMORROW'S HOPE FOUNDATION
50 NORTH PARK AVE PO BOX 9023	ROCKVILLE	NY	11571	NONE	PUBLIC CHARITY - 501	HURRICANE SANDY SUPPORT	$25,000
UNCOMMON SCHOOLS- ROXBURY PREPARATORY CHARTER SCHOOL FOUNDATION
120 FISHER AVENUE	ROXBURY	MA	02120	NONE	PUBLIC CHARITY - 501	CAPITAL CAMPAIGN & EXPANSION	$250,000
UNLOCKING POTENTIAL INC
90 CANAL STREET SUITE 610	BOSTON	MA	02114	NONE	PUBLIC CHARITY - 501	GENERAL OPERATING SUPPORT	$25,000
WETA-THE BETTER ANGELS SOCIETY
PO BOX 613	WALPOLE	NH	03608	NONE	PUBLIC CHARITY - 501	VIETNAM DOCUMENTARY & KEN BURNS EXPERIENCE	$250,000
WGBH
ONE GUEST STREET	BOSTON	MA	02135	NONE	PUBLIC CHARITY - 501	NOVA	$25,000
WHEELOCK COLLEGE
55 PILGRIM ROAD	BOSTON	MA	02215	NONE	PUBLIC CHARITY - 501	BOSTON FAMILY ENGAGEMENT PARTNERSHIP	$145,000
WHEELOCK COLLEGE
55 PILGRIM ROAD	BOSTON	MA	02215	NONE	PUBLIC CHARITY - 501	EARLY CHILDHOOD MASTERS IN EDUCATION COHORT	$67,958
EAST BOSTON CENTRAL CATHOLIC
69 LONDON STREET	BOSTON	MA	02128	NONE	PUBLIC CHARITY - 501	EARLY EDUCATION	$9,995
QUINCY CATHOLIC ACADEMY
370 HANCOCK STREET QUINCY MA 02171	QUINCY	MA	02171	NONE	PUBLIC CHARITY - 501	FOR TEACHERS ATTENDING KHAN ACADEMY TRAINING IN SAN FRANCISCO	$848
ST MARY OF THE HILLS SCHOOL
250 BROOK ROAD	MILTON	MA	02186	NONE	PUBLIC CHARITY - 501	FOR TEACHERS ATTENDING KHAN ACADEMY TRAINING IN SAN FRANCISCO	$1,272
BOSTON COLLEGE
140 COMMONWEALTH AVENUE	CHESTNUT HILL	MA	02467	NONE	PUBLIC CHARITY - 501	LYNCH LEADERSHIP ACADEMY	$274,925
MISSION GRAMMAR SCHOOL
94 ST ALPHONSUS ST	ROXBURY	MA	02120	NONE	PUBLIC CHARITY - 501	EARLY EDUCATION	$9,995
QUINCY CATHOLIC ACADEMY
370 HANCOCK STREET	QUINCY	MA	02171	NONE	PUBLIC CHARITY - 501	EARLY EDUCATION	$9,995
ST ROSE SCHOOL
580 BROADWAY STREET	CHELSEA	MA	02150	NONE	PUBLIC CHARITY - 501	EARLY EDUCATION	$9,995
QUINCY CATHOLIC ACADEMY
370 HANCOCK STREET	QUINCY	MA	02171	NONE	PUBLIC CHARITY - 501	KHAN ACADEMY	$30,030
QUINCY CATHOLIC ACADEMY
370 HANCOCK STREET	QUINCY	MA	02171	NONE	PUBLIC CHARITY - 501	KHAN ACADEMY	$2,610
QUINCY CATHOLIC ACADEMY
370 HANCOCK STREET	QUINCY	MA	02171	NONE	PUBLIC CHARITY - 501	KHAN ACADEMY	$5,945
ST MARY OF THE HILLS SCHOOL
250 BROOK ROAD	MILTON	MA	02186	NONE	PUBLIC CHARITY - 501	KHAN ACADEMY	$41,184
ST MARY OF THE HILLS SCHOOL
250 BROOK ROAD	MILTON	MA	02186	NONE	PUBLIC CHARITY - 501	KHAN ACADEMY	$5,129
ST MARY OF THE HILLS SCHOOL
250 BROOK ROAD	MILTON	MA	02186	NONE	PUBLIC CHARITY - 501	KHAN ACADEMY	$2,412
ST MARY OF THE HILLS SCHOOL
250 BROOK ROAD	MILTON	MA	02186	NONE	PUBLIC CHARITY - 501	KHAN ACADEMY	$5,945

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	6807208	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Program Service Revenue Part VII ProgramServiceRevenuePartVII

Field	Value	IRS element (for citing)
Description	N/A	Description

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$787,505	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$10,917,984	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$11,705,489	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	11705489	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
AUDIT	$23,810	0	22145
ACCOUNTING	$24,063	0	23156

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	PUBLICLY TRADED SECURITIES	NameOfStock
EOY Book Value	83221723	EOYBookValue
EOYFMV	83221723	EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	PRIVATE EQUITY INVESTMENTS	CategoryOrItem
Listed At Cost Or FMV	FMV	ListedAtCostOrFMV
Book Value	2851560	BookValue
EOYFMV	2851560	EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	LEGAL	Category
Amount	$15,881	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	15881	DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps
MISCELLANEOUS EXPENSE	751	-12
MEMBERSHIP	6191	6317
OFFICE EXPENSES	28364	27600

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	UNREALIZED GAIN ON INVESTMENTS	Description
Amount	$4,917,410	Amount

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	DEFERRED EXCISE TAX	Description
BOY Book Value	0	BOYBookValue
EOY Book Value	156809	EOYBookValue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
INVESTMENT MANAGEMENT FEES	$461,008	461008	461008
SOFTWARE	$5,623	0	5623
OTHER CONSULTANTS	$13,026	0	13026

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
EXCISE TAX	$378,780	0	248604
FOREIGN TAXES	$2,229	2229	2229
PAYROLL TAXES	$23,526	7268	23526

LYNCH FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (10 entries)

Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (2 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (86 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Program Service Revenue Part VII ProgramServiceRevenuePartVII

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees (2 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (3 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

Comments