2012-04-30T14:51:03-05:00 2011-06-30 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 021101772 990PF 2010-07-01 521660757 SAMUEL P PARDOE FOUNDATION CO GMA FOUNDATIONS SAMU 6174267080 77 SUMMER STREET 8TH FLOOR BOSTON MA 02110 SPENCER PARDOE BALLOU 6174267080 2012-03-22 1 ALFONSO PERILLO 6172276161 2012-03-22 2010 2016-02-24 21:20:13Z X 11378007 X X 359798 359798 92244 1301129 92244 55 55 452097 452097 19250 9625 9625 4600 4600 0 79743 49899 29844 4635 175 0 6338 0 6338 3101 0 3101 117667 64299 48908 423000 423000 540667 64299 471908 -88570 387798 132672 16627 16627 640793 1040973 1050474 1195629 946017 1048564 3077800 3099098 6106890 2989856 2705428 2867892 0 142037 287560 8036750 7950180 11378007 0 0 X 0 0 0 0 8036750 7950180 8036750 7950180 8036750 7950180 8036750 -88570 2000 7950180 0 7950180 SALE OF PUBLICLY TRADED SECURITIES 1301129 1208885 92244 92244 92244 0 364579 9874555 0.036921 306405 9242551 0.033152 384051 11131593 0.034501 299142 10631999 0.028136 692841 10288993 0.067338 0.200048 0.040010 10813448 432646 3878 436524 471908 X 3878 0 3878 0 3878 7460 7460 3582 0 3582 0 0 0 0 0 0 0 0 0 0 1 1 DC 1 0 0 0 0 1 HTTP://PARDOEFOUNDATION.GRANTSMANAGEMENT08.COM GMA FOUNDATIONS 6174267080 77 SUMMER STREET 8TH FLOOR BOSTON MA 02110 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES H PARDOE II C/O GMA FOUNDATIONS 77 SUMMER STREET 8TH FL BOSTON MA 02110 3.00 7000 0 0 SPENCER PARDOE BALLOU C/O GMA FOUNDATIONS 77 SUMMER STREET 8TH FL BOSTON MA 02110 2.00 3500 0 0 CHARLES E PARDOE C/O GMA FOUNDATIONS 77 SUMMER STREET 8TH FL BOSTON MA 02110 2.00 3500 0 0 P BRUCE PARDOE C/O GMA FOUNDATIONS 77 SUMMER STREET 8TH FL BOSTON MA 02110 2.00 3500 0 0 ELIZABETH PARDOE GRAY C/O GMA FOUNDATIONS 77 SUMMER STREET 8TH FL BOSTON MA 02110 2.00 1750 0 0 NONE 0 NONE 0 0 10908145 69975 0 10978120 0 0 10978120 164672 10813448 540672 540672 3878 3878 536794 2000 538794 0 538794 471908 0 471908 3878 468030 538794 0 0 53838 53838 471908 0 0 0 471908 0 53838 53838 0 0 0 0 0 13048 0 0 0 THE SAMUEL P PARDOE FOUNDATION C/O GMA FOUNDATIONS 77 SUMMER STREET 8TH FLOOR BOSTON MA 02110 6174267080 REQUESTS FOR SUPPORT MUST INCLUDE TWO COPIES OF: 1) THE TWO-PAGE PROPOSAL COVER SHEET, AVAILABLE ONLINE OR FROM THE FOUNDATION OFFICE (INCLUDE THREE COPIES); 2) A DESCRIPTION OF THE PROPOSED PROJECT AND THE STAFF WHO WILL CARRY IT OUT; 3) A DESCRIPTION OF THE EVALUATION PROCESS FOR THE PROJECT; 4) A BUDGET FOR THE PROPOSED PROJECT, WITH AN INDICATION OF AMOUNTS ALREADY RECEIVED AND OTHER SOURCES OF SUPPORT; 5) A LIST OF OFFICERS AND DIRECTORS; 6) EVIDENCE OF TAX-EXEMPT STATUS UNDER SECTIONS 501(C)(3) AND 509(A) OF THE INTERNAL REVENUE CODE (INCLUDE ONLY ONE COPY); 7) A COPY OF AUDITED FINANCIAL REPORTS FOR THE PREVIOUS TWO YEARS AND A COPY OF THE MOST RECENT 990 TAX FORM. APPLICATIONS MAY BE SUBMITTED AT ANY TIME BEFORE MONDAY, JANUARY 18, 2012. GRANTMAKING IS LIMITED TO ORGANIZATIONS LOCATED WITHIN OR SERVING THE LAKES REGION OF NEW HAMPSHIRE, WITH A PRIORITY FOCUS ON LACONIA. THE FOUNDATION'S INTERESTS INCLUDE EDUCATION, LAND AND RESOURCE MANAGEMENT, AND SOCIAL SERVICES. THERE IS A PARTICULAR INTEREST IN PROGRAMS THAT PROVIDE OPPORTUNITIES FOR DISADVANTAGED PERSONS, ESPECIALLY CHILDREN. THE FOUNDATION DOES NOT FUND ENDOWMENTS, INDIVIDUAL SCHOLARSHIPS, LOANS, DEFICITS, SECTARIAN RELIGIOUS OR POLITICAL ACTIVITIES, OR ADVERTISING. GRANTS ARE NOT MADE TO INDIVIDUALS. GRANTS FOR OPERATING EXPENSES ARE NORMALLY EXCLUDED. THE FOUNDATION PREFERS TO FUND SPECIFIC PROJECTS, PROGRAMS, CAPITAL IMPROVEMENTS AND EQUIPMENT PURCHASES. AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS 424 EAST 92ND STREET NEW YORK NY 10128 N/A 509(A)(1) PROGRAM SUPPORT 2500 BELKNAP COUNTY CONSERVATION DISTRICT 719 NORTH MAIN ST ROOM 203 LACONIA NH 03246 N/A 509(A)(1) PROGRAM SUPPORT 15000 BOYS & GIRLS CLUB OF LAKES REGION 50 WASHINGTON ST PO BOX 1536 LACONIA NH 03247 N/A 509(A)(1) PROGRAM SUPPORT 10000 CENTER HARBOR COMMUNITY CAREGIVERS PO BOX 78 CENTER HARBOR NH 03226 N/A 509(A)(1) PROGRAM SUPPORT 4500 CHILD AND FAMILY SERVICES 464 CHESTNUT STREET MANCHESTER NH 03105 N/A 509(A)(1) PROGRAM SUPPORT 10000 COURT APPOINTED SPECIAL ADVOCATES OF NEW HAMPSHIRE (CASA) 138 COOLIDGE AVENUE MANCHESTER NH 06105 N/A 509(A)(1) PROGRAM SUPPORT 10000 FRIENDS OF THE VINALHAVEN PUBLIC LIBRARY PO BOX 223 VINALHAVEN ME 04863 N/A 509(A)(1) PROGRAM SUPPORT 1000 GENESIS BEHAVIORAL HEALTH 111 CHURCH STREET LACONIA NH 03246 N/A 509(A)(1) PROGRAM SUPPORT 5000 GLOBAL AWARENESS LOCAL ACTION PO BOX 2267 WOLFEBORO NH 03894 N/A 509(A)(1) PROGRAM SUPPORT 5000 GRANITE STATE WOODLAND INSTITUTE 54 PORTSMOUTH STREET CONCORD NH 03301 N/A 509(A)(2) PROGRAM SUPPORT 10000 GREATER LAKES CHILD ADVOCACY CENTER 121 BELMONT ROAD LACONIA NH 03246 N/A 509(A)(1) PROGRAM SUPPORT 5000 GROWNYC 15 CHAMBERS STREET NEW YORK NY 10007 N/A 509(A)(1) PROGRAM SUPPORT 5000 HARRY ALAN GREGG FOUNDATION 1 VERNEY DRIVE GREENFIELD NH 03047 N/A 509(A)(1) PROGRAM SUPPORT 5000 INTERLOCHEN CENTER FOR THE ARTS PO BOX 199 INTERLOCHEN MI 49643 N/A 509(A)(1) PROGRAM SUPPORT 5000 ISLANDS COMMUNITY MEDICAL SERVICES PO BOX 812 VINALHAVEN ME 04863 N/A 509(A)(1) PROGRAM SUPPORT 1500 LACONIA AREA COMMUNITY LAND TRUST INC 658 UNION AVENUE LACONIA NH 03246 N/A 509(A)(2) PROGRAM SUPPORT 10000 LACONIA SCHOOL DISTRICT PO BOX 309 LACONIA NH 03246 N/A GOVT PROGRAM SUPPORT 12500 LAKES REGION COMMUNITY SERVICES COUNCIL 67 COMMUNICATIONS DRIVE LACONIA NH 03246 N/A 509(A)(1) PROGRAM SUPPORT 5000 LAKES REGION PLANNING COMMISSION 103 MAIN STREET STE3 MEREDITH NH 03253 N/A GOVT PROGRAM SUPPORT 10000 LAST CHANCE FOR ANIMALS 8033 SUNSET BLVD STE 835 LOS ANGELES CA 90046 N/A 509(A)(1) PROGRAM SUPPORT 500 LIFEFLIGHT FOUNDATION PO BOX 899 CAMDEN ME 04843 N/A 509(A)(1) PROGRAM SUPPORT 1000 LIVE IT LEARN IT 439 PENNSYLVANIA AVE SE WASHINGTON DC 20003 N/A 509(A)(1) PROGRAM SUPPORT 5000 MAINE COAST HERITAGE TRUST 1 BOWDOIN MILL ISLAND TOPSHAM ME 04086 N/A 509(A)(1) PROGRAM SUPPORT 1000 MAYMONT FOUNDATION 1700 HAMPTON STREET RICHMOND VA 23220 N/A 509(A)(1) PROGRAM SUPPORT 3000 NEW HAMPSHIRE CHILDREN'S TRUST FUND 10 FERRY STREET SUITE 315 CONCORD NH 03301 N/A 509(A)(1) PROGRAM SUPPORT 10000 NEW HAMPSHIRE HISTORICAL SOCIETY 30 PARK STREET CONCORD NH 03301 N/A 509(A)(1) PROGRAM SUPPORT 5000 NEW HAMPSHIRE LAKES ASSOCIATION INC 14 HORSESHOE POND LANE CONCORD NH 03301 N/A 509(A)(1) PROGRAM SUPPORT 28000 NORTHERN KENYA FUND 3070 SAWMILL ROAD BOZEMAN MT 59715 N/A 509(A)(1) PROGRAM SUPPORT 5000 PARTNERS IN ISLAND EDUCATION PO BOX 664 VINALHAVEN ME 04863 N/A 509(A)(1) PROGRAM SUPPORT 2000 PRESCOTT CONSERVANCY INC 928 WHITE OAKES ROAD LACONIA NH 03246 N/A PF-OPERATING PROGRAM SUPPORT 195500 SOCIETY FOR THE PROTECTION OF NH FORESTS 54 PORTSMOUTH STREET CONCORD NH 03301 N/A 509(A)(1) PROGRAM SUPPORT 10000 ST THOMAS' DAY SCHOOL 3602 HAWTHORNE AVE RICHMOND VA 23222 N/A SCHOOL PROGRAM SUPPORT 2500 THE TIDES FOUNDATION PO BOX 29903 SAN FRANCISCO CA 94129 N/A 509(A)(1) PROGRAM SUPPORT 9000 TOXICS ACTION CENTER 142 HIGH STREET SUITE 422 PORTLAND ME 04101 N/A 509(A)(1) PROGRAM SUPPORT 10000 VINALHAVEN ELDER CARE SERVICES INC PO BOX 624 VINALHAVEN ME 04863 N/A 509(A)(1) PROGRAM SUPPORT 1000 VINALHAVEN HISTORICAL SOCIETY PO BOX 339 VINALHAVEN ME 04863 N/A 509(A)(1) PROGRAM SUPPORT 1000 VINALHAVEN LAND TRUST PO BOX 268 VINALHAVEN ME 04863 N/A 509(A)(1) PROGRAM SUPPORT 1500 423000 0 14 359798 18 92244 SECURITY LITIGATION PROCEEDS 14 55 0 452097 0 452097 0 0 0 0 0 0 0 0 0 0 ACCOUNTING EXPENSE 4600 4600 0 CORPORATE BONDS - FIDUCIARY TRUST 2705428 2867892 CORPORATE STOCK - FIDUCIARY TRUST 3099098 6106890 946017 1048564 0 0 ALTERNATIVE INVESTMENTS - FIDUCIARY TRUST FMV 142037 287560 OFFICE EXPENSE 1032 0 1032 DUES & MEMBERSHIP 1775 0 1775 SITE VISITS 294 0 294 SECURITY LITIGATION PROCEEDS 55 55 55 RECOVERED GRANT - 5/10/10 CHECK TO HUMANE SOCIETY VOIDED 2000 FOUNDATION MANAGEMENT 31415 1571 29844 PORTFOLIO MANAGEMENT 48328 48328 0 FOREIGN TAXES 175 175 0 FEDERAL EXCISE TAX 4460 0 0