2013-08-12T14:59:29-05:00 2012-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBOROUGH MA 01581 990PF 2012-01-01 043017940 THE LYNCH FOUNDATION LYNC 6174572028 280 CONGRESS STREET SUITE 1300 BOSTON MA 02110 KATHRYN EVERETT 6174572028 2013-08-06 1 DAVID KELLEHER CPA P01059560 5083669100 2012 2016-02-25 16:41:14Z X X 91915005 X X 787505 787505 10917984 173138627 10917984 11705489 11705489 291506 0 291506 173420 120000 173420 21180 16424 21074 15881 0 15881 47873 0 45301 479657 461008 479657 404535 9497 274359 60000 0 60000 27229 0 30885 35306 0 33905 1556587 606929 1425988 6807208 6807208 8363795 606929 8233196 3341694 11098560 6438745 5704330 5704330 106955 213911 106955 106955 5413 30437 30437 72455159 83221723 83221723 4385443 2851560 2851560 83498671 91915005 91915005 7873 8294 0 156809 7873 165103 X 83490798 91749902 0 0 0 0 83490798 91749902 83498671 91915005 83490798 3341694 4917410 91749902 0 91749902 PUBLICLY TRADED SECURITIES 173138627 162220643 10917984 10917984 10917984 0 221971 0 221971 0 221971 248604 248604 1103 25530 25530 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 THELYNCHFOUNDATION.ORG KATHRYN EVERETT EXECUTIVE DIRECTOR 6174572028 280 CONGRESS STREET SUITE 1300 BOSTON MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CAROLYN A LYNCH 280 CONGRESS STREET SUITE 1300 BOSTON MA 02110 1.00 0 0 0 PETER S LYNCH 280 CONGRESS STREET SUITE 1300 BOSTON MA 02110 1.00 0 0 0 J FREDERICK BUSH 280 CONGRESS STREET SUITE 1300 BOSTON MA 02110 1.00 0 0 0 NANCY A COOLIDGE 280 CONGRESS STREET SUITE 1300 BOSTON MA 02110 1.00 0 0 0 RICHARD SPILLANE 280 CONGRESS STREET SUITE 1300 BOSTON MA 02110 1.00 0 0 0 RALPH C SWEETLAND MD 280 CONGRESS STREET SUITE 1300 BOSTON MA 02110 1.00 0 0 0 MARSHA HELMSTADTER 280 CONGRESS STREET SUITE 1300 BOSTON MA 02110 1.00 0 0 0 ANNIE LUKOWSKI 280 CONGRESS STREET SUITE 1300 BOSTON MA 02110 1.00 0 0 0 ELIZABETH DE MONTRICHARD 280 CONGRESS STREET SUITE 1300 BOSTON MA 02110 1.00 0 0 0 KATHRYN M EVERETT 280 CONGRESS STREET SUITE 1300 BOSTON MA 02110 40.00 215000 73086 0 DAVID BADEAU 280 CONGRESS STREET SUITE 1300 BOSTON MA 02110 20.00 120000 16424 0 VICTORIA FORMAN 280 CONGRESS STREET SUITE 1300 BOSTON MA 02110 40.00 50000 8176 0 0 NONE 0 0 85106095 7813867 211758 93131720 0 0 93131720 1396976 91734744 4586737 4586737 221971 221971 4364766 0 4364766 0 4364766 8233196 0 8233196 0 8233196 4364766 0 0 0 8233196 0 0 0 4364766 3868430 0 0 3868430 0 0 0 0 0 0 0 3868430 3868430 THE LYNCH FOUNDATION 280 CONGRESS STREET SUITE 1300 BOSTON MA 02110 6174572028 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) 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. AMERICARES 88 HAMILTON AVENUE STAMFORD CT 06902 NONE PUBLIC CHARITY - 501 GENERAL OPERATING DOMESTIC PROGRAM 25000 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 8950 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 25000 BETHEL AME CHURCH 40 WALK HILL STREET JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITY - 501 CAPITAL CAMPAIGN/ RENOVATIONS & EXPANSION 85000 BOSTON ARCHDIOCESAN CHOIR SCHOOL 29 MT AUBURN STREET CAMBRIDGE MA 021386031 NONE PUBLIC CHARITY - 501 DIRECTOR OF DEVELOPMENT SUPPORT 25000 BOSTON LANDMARKS ORCHESTRA 10 GUEST ST 280 BOSTON MA 02135 NONE PUBLIC CHARITY - 501 NOTES IN THE NEIGHBORHOOD 35000 BOSTON PUBLIC LIBRARY FOUNDATION 700 BOYLSTON STREET BOSTON MA 02116 NONE PUBLIC CHARITY - 501 GENERAL OPERATING SUPPORT 10000 BOSTON SCHOLAR ATHLETE 65 ALLERTON STREET BOSTON MA 02119 NONE PUBLIC CHARITY - 501 PROGRAM EXPANSION 50000 BOSTON SCHOOLYARD INITIATIVE ONE CENTER PLAZA STE 350 BOSTON MA 02108 NONE PUBLIC CHARITY - 501 GENERAL OPERATING SUPPORT 25000 BOSTON SYMPHONY ORCHESTRA 301 MASSACHUSETTS AVE BOSTON MA 02115 NONE PUBLIC CHARITY - 501 GENERAL OPERATING SUPPORT 25000 BROOKE CHARTER SCHOOL FOUNDATION 190 CUMMINS HWY ROSLINDALE MA 02131 NONE PUBLIC CHARITY - 501 CAPITAL CAMPAIGN & EXPANSION 125000 CAMP HARBOR VIEW FOUNDATION 200 CLARENDON ST FLOOR D BOSTON MA 02116 NONE PUBLIC CHARITY - 501 GENERAL OPERATING SUPPORT 25000 CAMPAIGN FOR CATHOLIC SCHOOLS 66 BROOKS DRIVE BRAINTREE MA 02184 NONE PUBLIC CHARITY - 501 EARLY CHILDHOOD MASTERS IN EDUCATION COHORT 153125 CAMPAIGN FOR CATHOLIC SCHOOLS 66 BROOKS DRIVE BRAINTREE MA 02184 NONE PUBLIC CHARITY - 501 EXETER SUMMER INSTITUTE 2902 CATHEDRAL HIGH SCHOOL 74 UNION PARK STREET BOSTON MA 02118 NONE PUBLIC CHARITY - 501 CAPITAL CAMPAIGN/RENOVATIONS & EXPANSION 100000 CATHOLIC SCHOOLS FOUNDATION 260 FRANKLIN STREET BOSTON MA 021103112 NONE PUBLIC CHARITY - 501 EARLY CHILDHOOD EDUCATION SUPPORT 100000 CITY YEAR BOSTON 285 COLUMBUS AVENUE BOSTON MA 02116 NONE PUBLIC CHARITY - 501 GENERAL OPERATING SUPPORT 25000 CRISTO REY BOSTON HIGH SCHOOL 100 SAVIN HILL AVENUE BOSTON MA 02125 NONE PUBLIC CHARITY - 501 ONE DORCHESTER 200000 FACING HISTORY & OURSELVES 16 HURD ROAD BROOKLINE MA 02445 NONE PUBLIC CHARITY - 501 GENERAL OPERATING SUPPORT 25000 FAMILIES UNITED IN EDUCATIONAL LEADERSHIP 561 BOYLSTON STREET FL 4 BOSTON MA 02116 NONE PUBLIC CHARITY - 501 PROGRAM EXPANSION 20000 FIRST NIGHT INC 36 BROMFIELD STREET 204 BOSTON MA 02108 NONE PUBLIC CHARITY - 501 GENERAL OPERATING SUPPORT 10000 FOUNDATION FOR MASS EYE & EAR INFIRMARY 243 CHARLES ST BOSTON MA 02114 NONE PUBLIC CHARITY - 501 LYNCH CENTER FOR LASER & RECONSTRUCTIVE SURGERY 750000 FRANKLIN INSTITUTE 41 BERKELEY STREET BOSTON MA 02116 NONE PUBLIC CHARITY - 501 GENERAL OPERATING SUPPORT 50000 FRIENDS OF THE ESPLANADE PLAYSPACE 116 FLANDERS ROAD STE 200 WESTBOROUGH MA 01581 NONE PUBLIC CHARITY - 501 PROGRAM EXPANSION 50000 GIFTS TO GIVE INC 190 OLD DERBY STREET SUITE 100 HINGHAM MA 02043 NONE PUBLIC CHARITY - 501 GENERAL OPERATING & PROGRAM EXPANSION 25000 GIRLS INC OF LYNN 50 HIGH STREET LYNN MA 01902 NONE PUBLIC CHARITY - 501 GENERAL OPERATING & PROGRAM EXPANSION 50000 HARVARD MEDICAL SCHOOL SYSTEMS BIO 401 PARK DRIVE SUITE 22W BOSTON MA 02215 NONE PUBLIC CHARITY - 501 SYSTEMS BIOLOGY PROGRAM 250000 HOSPICE OF THE NORTH SHORE & GREATER BOSTON 75 SYLVAN STREET SUITE B-102 DANVERS MA 01923 NONE PUBLIC CHARITY - 501 GENERAL OPERATING SUPPORT 25000 INNERCITY WEIGHTLIFTING PO BOX 171313 BOSTON MA 02117 NONE PUBLIC CHARITY - 501 PROGRAM EXPANSION 50000 ISABELLA STEWART GARDNER 2 PALACE ROAD BOSTON MA 021155807 NONE PUBLIC CHARITY - 501 CAPITAL CAMPAIGN/RENOVATIONS & EXPANSION 250000 KHAN ACADEMY PO BOX 1630 MOUNTAIN VIEW CA 94042 NONE PUBLIC CHARITY - 501 BOSTON WORKSHOP 16800 KIPP ACADEMY LYNN CHARTER SCHOOL 25 BESSOM ST LYNN MA 01902 NONE PUBLIC CHARITY - 501 CAPITAL CAMPAIGN & EXPANSION 100000 BOSTON COLLEGE 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 NONE PUBLIC CHARITY - 501 LYNCH LEADERSHIP ACADEMY 1000000 LYNN COMMUNITY HEALTH CENTER 269 UNION ST LYNN MA 01902 NONE PUBLIC CHARITY - 501 CAPITAL CAMPAIGN/RENOVATIONS & EXPANSION 250000 MASS 2020 INC 26 COURT STREET 7TH FLOOR BOSTON MA 02108 NONE PUBLIC CHARITY - 501 SONTAG TEACHER PRIZE & ACCELERATION ACADEMIES 250000 MASSACHUSETTS HISTORICAL SOCIETY 1154 BOYLSTON STREET BOSTON MA 02215 NONE PUBLIC CHARITY - 501 PRESERVATION MAINTENANCE FUND 50000 MATCH SCHOOL FOUNDATION 1001 COMMONWEALTH AVENUE BOSTON MA 022151308 NONE PUBLIC CHARITY - 501 MATCH TEACHER RESIDENCY PROGRAM& GRADUATE SCHOOL OF EDUCATION 500000 ALMA DEL MAR CHARTER SCHOOL 26 MADEIR AVENUE NEW BEDFORD MA 02746 NONE PUBLIC CHARITY - 501 GENERAL OPERATING AND PROGRAM EXPANSION 25000 MISSION GRAMMAR SCHOOL 94 ST ALPHONSUS ST ROXBURY MA 02120 NONE PUBLIC CHARITY - 501 2REVS TECHNOLOGY PROJECT 75000 MY BROTHER'S KEEPER PO BOX 338 NORTH EASTON MA 02356 NONE PUBLIC CHARITY - 501 GENERAL OPERATING SUPPORT 25000 NATIONAL COUNCIL ON TEACHER QUALITY 1420 NEW YORK AVENUE STE 800 WASHINGTON DC 20005 NONE PUBLIC CHARITY - 501 GENERAL OPERATING SUPPORT 25000 PAPAL FOUNDATION (THE) 150 MONUMENT ROAD STE 609 BALA CYNWYD PA 19004 NONE PUBLIC CHARITY - 501 GENERAL OPERATING SUPPORT 25000 PARTNERS IN HEALTH 641 HUNTINGTON AVENUE 1ST FLOOR BOSTON MA 02115 NONE PUBLIC CHARITY - 501 GENERAL OPERATING SUPPORT 50000 PEABODY ESSEX MUSEUM EAST INDIA SQ SALEM MA 01970 NONE PUBLIC CHARITY - 501 GENERAL OPERATING SUPPORT 25000 PHILANTHROPY ROUNDTABLE 1150 17TH STREET NW STE 503 WASHINGTON DC 20036 NONE PUBLIC CHARITY - 501 GENERAL OPERATING SUPPORT 25000 PHOENIX MULTISPORT 2233 CHAMPA STREET DENVER CO 80205 NONE PUBLIC CHARITY - 501 GENERAL OPERATING SUPPORT 1000 POSSE FOUNDATION (BOSTON) 45 FRANKLIN STREET 3RD FLOOR BOSTON MA 02110 NONE PUBLIC CHARITY - 501 GENERAL OPERATING SUPPORT 25000 QUINCY CATHOLIC ACADEMY 370 HANCOCK STREET QUINCY MA 02171 NONE PUBLIC CHARITY - 501 KHAN ACADEMY 5000 REACH OUT AND READ 56 ROLAND STREET SUITE 100D BOSTON MA 02129 NONE PUBLIC CHARITY - 501 GENERAL OPERATING SUPPORT 10000 RED SOX FOUNDATION 4 YAWKEY WAY BOSTON MA 02215 NONE PUBLIC CHARITY - 501 RED SOX SCHOLARS PROGRAM 25000 RENEW INTERNATIONAL 1232 GEORGE STREET PLAINFIELD NJ 07062 NONE PUBLIC CHARITY - 501 GENERAL OPERATING SUPPORT 25000 SPECIAL OLYMPICS INC 1133 19TH STREET NW WASHINGTON DC 20036 NONE PUBLIC CHARITY - 501 PROGRAM EXPANSION 50000 ST JOHN SEMINARY 127 LAKE STREET BRIGHTON MA 02135 NONE PUBLIC CHARITY - 501 PROGRAM EXPANSION 200000 ST JOHN THE BAPTIST SCHOOL 19 CHESTNUT STREET PEABODY MA 01960 NONE PUBLIC CHARITY - 501 LYNCH SCHOLARS PROGRAM 13100 ST MARY'S EDUCATION FUND- DIOCESE OF FALL RIVER PO BOX 1470 FALL RIVER MA 02722 NONE PUBLIC CHARITY - 501 GENERAL OPERATING SUPPORT 10000 ST MARY OF THE HILLS SCHOOL 250 BROOK ROAD MILTON MA 02186 NONE PUBLIC CHARITY - 501 KHAN ACADEMY 5000 ST MARY STAR OF THE SEA 253 CABOT STREET BEVERLY MA 019154597 NONE PUBLIC CHARITY - 501 LYNCH SCHOLARS PROGRAM 6000 ST MARY'S WOMEN & CHILDREN'S CENTER 90 CUSHING AVENUE DORCHESTER MA 02125 NONE PUBLIC CHARITY - 501 GENERAL OPERATING SUPPORT 10000 ST PIUS V SCHOOL 28 BOWLER STREET LYNN MA 01904 NONE PUBLIC CHARITY - 501 LYNCH SCHOLARS PROGRAM 5898 SUMMER SEARCH BOSTON 500 AMORY STREET JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITY - 501 GENERAL OPERATING SUPPORT 25000 TEACH FOR AMERICA 60 CANAL STREET 3RD FLOOR BOSTON MA 02114 NONE PUBLIC CHARITY - 501 GENERAL OPERATING & PROGRAM EXPANSION 100000 MENTORNATIONAL MENTORING PARTNERSHIP 201 SOUTH STREET 6TH FLOOR BOSTON MA 02111 NONE PUBLIC CHARITY - 501 GENERAL OPERATING SUPPORT 25000 TOBIN K-8 SCHOOL 40 SMITH STREET ROXBURY MA 02120 NONE PUBLIC CHARITY - 501 2REVS TECHNOLOGY PROJECT 25000 TOMORROW'S HOPE FOUNDATION 50 NORTH PARK AVE PO BOX 9023 ROCKVILLE NY 11571 NONE PUBLIC CHARITY - 501 HURRICANE SANDY SUPPORT 25000 UNCOMMON SCHOOLS- ROXBURY PREPARATORY CHARTER SCHOOL FOUNDATION 120 FISHER AVENUE ROXBURY MA 02120 NONE PUBLIC CHARITY - 501 CAPITAL CAMPAIGN & EXPANSION 250000 UNLOCKING POTENTIAL INC 90 CANAL STREET SUITE 610 BOSTON MA 02114 NONE PUBLIC CHARITY - 501 GENERAL OPERATING SUPPORT 25000 WETA-THE BETTER ANGELS SOCIETY PO BOX 613 WALPOLE NH 03608 NONE PUBLIC CHARITY - 501 VIETNAM DOCUMENTARY & KEN BURNS EXPERIENCE 250000 WGBH ONE GUEST STREET BOSTON MA 02135 NONE PUBLIC CHARITY - 501 NOVA 25000 WHEELOCK COLLEGE 55 PILGRIM ROAD BOSTON MA 02215 NONE PUBLIC CHARITY - 501 BOSTON FAMILY ENGAGEMENT PARTNERSHIP 145000 WHEELOCK COLLEGE 55 PILGRIM ROAD BOSTON MA 02215 NONE PUBLIC CHARITY - 501 EARLY CHILDHOOD MASTERS IN EDUCATION COHORT 67958 EAST BOSTON CENTRAL CATHOLIC 69 LONDON STREET BOSTON MA 02128 NONE PUBLIC CHARITY - 501 EARLY EDUCATION 9995 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 1272 BOSTON COLLEGE 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 NONE PUBLIC CHARITY - 501 LYNCH LEADERSHIP ACADEMY 274925 MISSION GRAMMAR SCHOOL 94 ST ALPHONSUS ST ROXBURY MA 02120 NONE PUBLIC CHARITY - 501 EARLY EDUCATION 9995 QUINCY CATHOLIC ACADEMY 370 HANCOCK STREET QUINCY MA 02171 NONE PUBLIC CHARITY - 501 EARLY EDUCATION 9995 ST ROSE SCHOOL 580 BROADWAY STREET CHELSEA MA 02150 NONE PUBLIC CHARITY - 501 EARLY EDUCATION 9995 QUINCY CATHOLIC ACADEMY 370 HANCOCK STREET QUINCY MA 02171 NONE PUBLIC CHARITY - 501 KHAN ACADEMY 30030 QUINCY CATHOLIC ACADEMY 370 HANCOCK STREET QUINCY MA 02171 NONE PUBLIC CHARITY - 501 KHAN ACADEMY 2610 QUINCY CATHOLIC ACADEMY 370 HANCOCK STREET QUINCY MA 02171 NONE PUBLIC CHARITY - 501 KHAN ACADEMY 5945 ST MARY OF THE HILLS SCHOOL 250 BROOK ROAD MILTON MA 02186 NONE PUBLIC CHARITY - 501 KHAN ACADEMY 41184 ST MARY OF THE HILLS SCHOOL 250 BROOK ROAD MILTON MA 02186 NONE PUBLIC CHARITY - 501 KHAN ACADEMY 5129 ST MARY OF THE HILLS SCHOOL 250 BROOK ROAD MILTON MA 02186 NONE PUBLIC CHARITY - 501 KHAN ACADEMY 2412 ST MARY OF THE HILLS SCHOOL 250 BROOK ROAD MILTON MA 02186 NONE PUBLIC CHARITY - 501 KHAN ACADEMY 5945 6807208 0 N/A 14 787505 18 10917984 0 11705489 0 11705489 0 0 0 0 0 0 0 0 0 0 AUDIT 23810 0 22145 ACCOUNTING 24063 0 23156 PUBLICLY TRADED SECURITIES 83221723 83221723 PRIVATE EQUITY INVESTMENTS FMV 2851560 2851560 LEGAL 15881 0 15881 MISCELLANEOUS EXPENSE 751 0 -12 MEMBERSHIP 6191 0 6317 OFFICE EXPENSES 28364 0 27600 UNREALIZED GAIN ON INVESTMENTS 4917410 DEFERRED EXCISE TAX 0 156809 INVESTMENT MANAGEMENT FEES 461008 461008 461008 SOFTWARE 5623 0 5623 OTHER CONSULTANTS 13026 0 13026 EXCISE TAX 378780 0 248604 FOREIGN TAXES 2229 2229 2229 PAYROLL TAXES 23526 7268 23526