LYNCH FOUNDATION: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
LYNCH FOUNDATION (EIN 04-3017940)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-15
IRS object ID
201103199349303245
Schema version
2010v3.4
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)
Timestamp2011-11-15T10:18:28-06:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ALEXANDER ARONSON FINNING & CO PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line121 EAST MAIN STREETAddressLine1
CityWESTBOROCity
StateMAState
ZIP Code01581ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN043017940EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE LYNCH FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLYNCNameControl
Phone6174572028Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1280 CONGRESS STREET SUITE 1300AddressLine1
CityBOSTONCity
StateMAState
ZIP Code02110ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameKATHRYN EVERETTName
TitleEXECUTIVE DIRECTORTitle
Phone6174572028Phone
Date Signed2011-11-07DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDAVID KELLEHER CPAName
Phone5083669100Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Name Of Principal Officer PersonKATHRYN EVERETTNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1280 CONGRESS STREET SUITE 1300AddressLine1
CityBOSTONCity
StateMAState
ZIP Code02110ZIPCode
FieldValueIRS element (for citing)
Gross Receipts213087091GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteTHELYNCHFOUNDATION.ORGWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1988YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE ASSISTANCE TO PROGRAMS PRIMARILY IN MASSACHUSETTS WITH AN EMPHASIS ON EDUCATION, CULTURE AND HISTORIC PRESERVATION; HEALTHCARE AND MEDICAL RESEARCH; AND RELIGIOUS AND EDUCATIONAL EFFORTS OF THE ROMAN CATHOLIC CHURCH.ActivityOrMissionDescription
Nbr Voting Members Governing Body7NbrVotingMembersGoverningBody
Nbr Independent Voting Members7NbrIndependentVotingMembers
Total Nbr Employees4TotalNbrEmployees
Total Nbr Volunteers7TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year4162691InvestmentIncomePriorYear
Investment Income Current Year14166315InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year4162691TotalRevenuePriorYear
Total Revenue Current Year14166315TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year4027206GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY6191195GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year358913SalariesEtcPriorYear
Salaries Etc Current Year397898SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year557259OtherExpensePriorYear
Other Expenses Current Year616882OtherExpensesCurrentYear
Total Expenses Prior Year4943378TotalExpensesPriorYear
Total Expenses Current Year7205975TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-780687RevenuesLessExpensesPriorYear
Revenues Less Expenses CY6960340RevenuesLessExpensesCY
Total Assets BOY89018841TotalAssetsBOY
Total Assets EOY98674934TotalAssetsEOY
Total Liabilities BOY1798TotalLiabilitiesBOY
Total Liabilities EOY5346TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY89017043NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY98669588NetAssetsOrFundBalancesEOY
Mission DescriptionTHE LYNCH FOUNDATION PROVIDES ASSISTANCE TO PROGRAMS PRIMARILY IN MASSACHUSETTS WITH AN EMPHASIS ON EDUCATION; CULTURE AND HISTORICAL PRESERVATION; HEALTHCARE AND MEDICAL RESEARCH; AND RELIGIOUS AND EDUCATIONAL EFFORTS OF THE ROMAN CATHOLIC CHURCH.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense6370323Expense
Grants6191195Grants
DescriptionPROVIDE ASSISTANCE TO PROGRAMS PRIMARILY IN MASSACHUSETTS WITH AN EMPHASIS ON EDUCATION; CULTURE AND HISTORIC PRESERVATION; HEALTHCARE AND MEDICAL RESEARCH; AND RELIGIOUS AND EDUCATIONAL EFFORTS OF THE ROMAN CATHOLIC CHURCH.Description
Total Program Service Expense6370323TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10962NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees4NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form8899 Filed0Form8899Filed
Form1098 C Filed0Form1098CFiled
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members7NbrVotingGoverningBodyMembers
Number Independent Voting Members7NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonKATHRYN EVERETT EXECUTIVE DIRECTORNamePerson
Telephone Number6174572028TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1280 CONGRESS STREET SUITE 1300AddressLine1
CityBOSTONCity
StateMAState
ZIP Code02110ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (9 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
CAROLYN A LYNCH
PRESIDENT AND CHAIRMAN1.00XX000
PETER S LYNCH
TREASURER1.00XX000
J FREDRICK BUSH
SECRETARY1.00XX000
NANCY A COOLIDGE
DIRECTOR1.00X000
RICHARD SPILLANE
DIRECTOR1.00X000
RALPH C SWEETLAND MD
DIRECTOR1.00X000
MARSHA HELMSTADTER
DIRECTOR1.00X000
KATHRYN M EVERETT
EXECUTIVE DIRECTOR40.00X179751061187
DAVID BADEAU
RESEARCH ANALYST20.00109885012790X
FieldValueIRS element (for citing)
Total Reportable Comp From Org289636TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation73977TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1PORTOLAN CAPITAL MANAGEMENTBusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1TWO INTERNATIONAL PLACE 26TH FLOORAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02110ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesFINANCIAL MANAGEMENTDescriptionOfServices
Compensation422485Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column687576TotalRevenueColumn
Exclusion$687,576ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities212399515Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities198920776Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities13478739Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column13478739TotalRevenueColumn
Exclusion$13,478,739ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column14166315TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$14,166,315ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total6191195Total
Program Services6191195ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total240938Total
Program Services120469ProgramServices
Management And General120469ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total124287Total
Program Services20010ProgramServices
Management And General104277ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total12000Total
Program Services12000ProgramServices

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total790Total
Program Services790ProgramServices

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total19883Total
Program Services7186ProgramServices
Management And General12697ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total23696Total
Management And General23696ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total3001Total
Management And General3001ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total26734Total
Management And General26734ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total492422Total
Management And General492422ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total1655Total
Management And General1655ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total20133Total
Management And General20133ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total17483Total
Program Services8741ProgramServices
Management And General8742ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total19864Total
Program Services9932ProgramServices
Management And General9932ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
DONEE SUPPORT79337933
MEMBERSHIPS23752375
MISCELLANEOUS13791379
FOREIGN TAXES207207

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total7205975Total
Program Services6370323ProgramServices
Management And General835652ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY6298650BOY
EOY4091324EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY4618BOY
EOY7021EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY78807233BOY
EOY90665437EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY3908340BOY
EOY3911152EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY89018841BOY
EOY98674934EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY1798BOY
EOY5346EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1798BOY
EOY5346EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY89017043BOY
EOY98669588EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY89017043BOY
EOY98669588EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY89018841BOY
EOY98674934EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses6960340ReconcilationRevenueExpenses
Reconcilation Other Changes2692205ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type1XSupportingOrg509a3Type1
Certification CheckboxXCertificationCheckbox
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1SEE ATTACHEDBusinessNameLine1
FieldValueIRS element (for citing)
EIN133541913EIN
Type Of OrganizationSEE ATTACHEDTypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$6,191,195Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts6191195SumOfAmounts

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings
Total Revenue14166315TotalRevenue
Total Expenses7205975TotalExpenses
Excess Or Deficit For Year6960340ExcessOrDeficitForYear
Net Unrealized GL On Investments2692205NetUnrealizedGLOnInvestments
Total Adjustments2692205TotalAdjustments
Excess Or Deficit Per FS9652545ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt16858520TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments2692205NetUnrealizedGainsInvestments
Revenue Not Rptd F9902692205RevenueNotRptdF990
Revenue Subtotal14166315RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99014166315TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt7205975TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal7205975ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9907205975TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:Identifier
Return ReferencePART X:ReturnReference
ExplanationTHE FOUNDATION FOLLOWS THE STANDARDS FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH REQUIRE THE FOUNDATION TO REPORT ANY UNCERTAIN TAX POSITIONS AND TO ADJUST ITS FINANCIAL STATEMENTS FOR THE IMPACT THEREOF. AS OF DECEMBER 31, 2010, THE FOUNDATION DETERMINED THAT IT HAD NO TAX POSITIONS THAT DID NOT MEET THE "MORE LIKELY THAN NOT" THRESHOLD OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. THE FOUNDATION FILES INFORMATION RETURNS IN THE UNITED STATES FEDERAL AND MASSACHUSETTS STATE JURISDICTIONS. THESE RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR THE LAST THREE YEARS.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (55 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
AMERICARES
88 HAMILTON AVENUESTAMFORDCT06902061008598501(C)(3)25000GENERAL OPERATING DOMESTIC PROGRAM
ARTISTS FOR HUMANITY
100 WEST 2ND STREETBOSTONMA02127043138434501(C)(3)50000GENERAL OPERATING & PROGRAM EXPANSION
ASSOCIATION OF SMALL FOUNDATIONS
1720 N STREET NWWASHINGTONDC20036650617866501(C)(3)10000PROFESSIONAL DEVELOPMENT
ASSUMPTION COLLEGE
500 SALISBURY STREETWORCESTERMA01609042105776501(C)(3)100000SCHOLARSHIP ASSISTANCE
BOSTON ARCHDIOCESAN CHOIR SCHOOL
29 MOUNT AUBURN STREETCAMBRIDGEMA02138043210036501(C)(3)25000ENDOWMENT
BOSTON CATHOLIC TELEVISION
34 CHESTNUT STREET PO BOX 9196WATERTOWNMA02472042395520501(C)(3)50000PROGRAM AND CONTENT MATERIALS
BOSTON CHILDREN'S MUSEUM
300 CONGRESS STREETBOSTONMA02210042103993501(C)(3)500000CAPITAL CAMPAIGN/ RENOVATION AND EXPANSION
BOSTON COLLEGE
40 COMMONWEALTH AVENUECHESTNUT HILLMA02467042103545501(C)(3)970000LYNCH LEADERSHIP ACADEMY
BOSTON HEALTH CARE FOR THE HOMELESS
729 MASSACHUSETTS AVENUEBOSTONMA02118043160480501(C)(3)50000CAPITAL CAMPAIGN
BOYS & GIRLS CLUBS OF BOSTON
50 CONGRESS STREETBOSTONMA02109042103922501(C)(3)50000PROGRAM EXPANSION
CAMPAIGN FOR CATHOLIC SCHOOLS
143 NEWBURY STREETBOSTONMA02116262290458501(C)(3)1000000CAPITAL CAMPAIGN/ RENOVATIONS AND EXPANSION
CATHEDRAL HIGH SCHOOL
74 UNION PARK STREETBOSTONMA02118562438574501(C)(3)100000CAPITAL CAMPAIGN/ RENOVATIONS AND EXPANSION
CATHOLIC SCHOOLS FOUNDATION
260 FRANKLIN STREETBOSTONMA02110222485502501(C)(3)100000TECHNOLOGY GRANT
CITY YEAR BOSTON
285 COLUMBUS AVENUEBOSTONMA02116222882549501(C)(3)25000GENERAL OPERATING SUPPORT
COTTING SCHOOL
453 CONCORD AVENUELEXINGTONMA02421042104328501(C)(3)50000FELLOWSHIP PROGRAM FOR SPECIAL EDUCATION TEACHERS
CRISTO REY BOSTON HIGH SCHOOL
100 SAVIN HILL AVENUEBOSTONMA02125562438544501(C)(3)100000RENOVATIONS AND EXPANSION
EDUCATION PIONEERS
99 CHAUNCY STREET 9TH FLOORBOSTONMA02111770602311501(C)(3)10500SUMMER FELLOW
FACING HISTORY & OURSELVES
16 HURD ROADBROOKLINEMA02445042761636501(C)(3)25000GENERAL OPERATING SUPPORT
FIRST NIGHT BOSTON
36 BROMFIELD STREET 204BOSTONMA02108042609422501(C)(3)25000GENERAL OPERATING SUPPORT
FRIENDS OF MOUNT AUBURN CEMETARY
580 MOUNT AUBURN STREETCAMBRIDGEMA02138223084639501(C)(3)30000CAPITAL CAMPAIGN/ RENOVATIONS AND EXPANSION
FRIENDS OF THE PUBLIC GARDEN
87 MOUNT VERNON STREETBOSTONMA02108237451432501(C)(3)200000DUCKLING SCULPTURE ENDOWMENT FUND AND CAPITAL CAMPAIGN/ RENOVATIONS AND EXPANSION
GIFTS TO GIVE
190 OLD DERBY STREET SUITE 100HINGHAMMA02043262475885501(C)(3)50000GENERAL OPERATING AND PROGRAM EXPANSION
GIRLS INCORPORATED OF LYNN
50 HIGH STREETLYNNMA01902042104250501(C)(3)50000GENERAL OPERATING AND PROGRAM EXPANSION
GLOUCESTER SCHOONER ADVENTURE
PO BOX 1306GLOUCESTERMA01931043020719501(C)(3)100000RESTORATION OF SCHOONER ADVENTURE
GREATER BOSTON FOOD BANK
70 SOUTH BAY AVENUEBOSTONMA02118042717782501(C)(3)250000CAPITAL CAMPAIGN
HARVARD SYSTEMS BIOLOGY
401 PARK DRIVE SUITE 22WBOSTONMA02215530199180501(C)(3)250000SCHOLARSHIP ASSISTANCE
ISABELLA STEWART GARDNER MUSEUM
2 PALACE ROADBOSTONMA02115042104334501(C)(3)250000CAPITAL CAMPAIGN/ RENOVATIONS AND EXPANSION
KIPP ACADEMY
25 BESSOM STREETLYNNMA01902743153091501(C)(3)250000NEW KIPP CAMPUS IN LYNN
MARBLEHEAD LITTLE THEATRE
12 SCHOOL STREETMARBLEHEADMA01945042665205501(C)(3)10000CAPITAL CAMPAIGN/ RENOVATIONS AND EXPANSION
MASSACHUSETTS 2020 FOUNDATION
26 COURT STREET 7TH FLOORBOSTONMA02108043534001501(C)(3)175000SONTAG TEACHER PRIZE INITIATIVE AND TEACHER SUPPORT
MASSACHUSETTS YOUTH COMMITTED TO WINNING
30A NORTH STREETCANTONMA02021043542980501(C)(3)12500GENERAL OPERATING SUPPORT
MASS MENTORING PARTNERSHIP
105 CHAUNCY STREET SUITE 300BOSTONMA02111223207958501(C)(3)25000GENERAL OPERATING SUPPORT
MATCH SCHOOL
1001 COMMONWEALTH AVENUEBOSTONMA02215043476160501(C)(3)200000MATCH TEACHER RESIDENCY PROGRAM
MUSEUM OF SCIENCE
SCIENCE PARKBOSTONMA02114042103916501(C)(3)250000CAPITAL CAMPAIGN/ RENOVATIONS AND EXPANSION
ONE FAMILY INC
186 SOUTH STREET 4TH FLOORBOSTONMA02111542076936501(C)(3)12000SCHOLARSHIP ASSISTANCE
PAPAL FOUNDATION (THE)
150 MONUMENT ROAD SUITE 609BALA CYNWYDPA19004232511991501(C)(3)25000GENERAL OPERATING
PARENTS ALLIANCE FOR CATHOLIC EDUCATION
14 BEACON STREET SUITE 506BOSTONMA02108043238627501(C)(3)14500EARLY EDUCATION CONSULTANT
PARTNERS IN HEALTH
641 HUNTINGTON AVENUE 1ST FLOORBOSTONMA02115043567502501(C)(3)250000HAITI SUPPORT
PHILANTHROPY ROUNDTABLE
1150 17TH STREET NW SUITE 503WASHINGTONDC20036132943020501(C)(3)10000PROFESSIONAL DEVELOPMENT
PIONEER INSTITUTE
85 DEVONSHIRE STREET 8TH FLOORBOSTONMA02109222632081501(C)(3)25000GENERAL OPERATING SUPPORT
POSSE FOUNDATION (BOSTON)
45 FRANKLIN STREET 3RD FLOORBOSTONMA02110133840394501(C)(3)25000GENERAL OPERATING SUPPORT
PROJECT RISE
745 WASHINGTON STREETBRAINTREEMA02184043194684501(C)(3)25000PROGRAM EXPANSION
RAW ART WORKS
37 CENTRAL SQUARELYNNMA01901222854850501(C)(3)50000PROGRAM EXPANSION
REACH OUT AND READ
56 ROLAND STREET SUITE 100DBOSTONMA02129043481253501(C)(3)10000GENERAL OPERATING SUPPORT
RED SOX FOUNDATION
4 YAWKEY WAYBOSTONMA02215331007984501(C)(3)25000SUPPORT FOR RED SOX SCHOLARS
SAINT JOHN THE BAPTIST
19 CHESTNUT STREETPEABODYMA01960042106293501(C)(3)12500SCHOLARSHIP ASSISTANCE
SAINT MARY STAR OF THE SEA
253 CABOT STREETBEVERLYMA01915042172360501(C)(3)5250SCHOLARSHIP ASSISTANCE
SAINT PATRICKS SCHOOL
131 MOUNT PLEASANT AVENUEROXBURYMA02119042115507501(C)(3)19500GENERAL OPERATING SUPPORT
SAINT PIUS V SCHOOL
28 BOWLER STREETLYNNMA01904042106368501(C)(3)8945SCHOLARSHIP ASSISTANCE
SETON EDUCATION PARTNERS
1016 16TH STREET NW 8TH FLOORWASHINGTONDC20036262782492501(C)(3)50000GENERAL OPERATING SUPPORT
STARS AKA SOUTH SHORE STARS
200 MIDDLE STREETWEYMOUTHMA02189237097840501(C)(3)5000GENERAL OPERATING SUPPORT
SUMMER SEARCH BOSTON
500 AMORY STREETJAMAICA PLAINMA02130680200138501(C)(3)25000GENERAL OPERATING SUPPORT
TEACH FOR AMERICA
60 CANAL STREET 3RD FLOORBOSTONMA02114133541913501(C)(3)25000GENERAL OPERATING SUPPORT
UNIVERSITY OF MASSACHUSETTS BOSTON
100 MORRISSEY BOULEVARDBOSTONMA02125046013152501(C)(3)100000SCHOLARSHIP ASSISTANCE
WHITTIER STREET HEALTH CENTER
1125 TREMONT STREETROXBURYMA02120042619517501(C)(3)100000CAPITAL CAMPAIGN/ RENOVATIONS AND EXPANSION
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants56TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: THE FOUNDATION REQUIRES GRANTEE PROGRESS REPORTS, WHICH ARE REVIEWED BY THE BOARD EVERY SIX MONTHS TO MONITOR THE GRANTEE'S PROGRESS AND COMPLIANCE.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonKATHRYN M EVERETTNamePerson
Base Compensation Filing Org149751BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org30000BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org0DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org61187NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org240938TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 2THE PRESIDENT AND THE TREASURER OF THE FOUNDATION ARE MARRIED.
FORM 990, PART VI, SECTION B, LINE 11THE AUDIT AND FINANCE COMMITTEE REVIEW THE DRAFT 990 BEFORE FINAL SUBMISSION
THE FOUNDATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH ANNUAL SIGN-OFFS.FORM 990, PART VI, SECTION B, LINE 12C
RESOURCES THAT EVALUATE SIMILAR POSITIONS AS THE EXECUTIVE DIRECTOR AND FINANCIAL ADVISORS OF FOUNDATIONS USING COUNCIL ON FOUNDATIONS BENEFITS REPORT AS WELL AS ASSOCIATION OF SMALL FOUNDATIONS REPORTS ARE UTILIZED BY THE COMPENSATION COMMITTEE TO REVIEW AND ESTABLISH SALARIES OF KEY EMPLOYEES.FORM 990, PART VI, SECTION B, LINE 15
HISTORICALLY, NOT PROVIDED BUT WOULD IF ASKED.FORM 990, PART VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 2,692,205.FORM 990, PART XI, LINE 5:
THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.FORM 990, PART XII, LINE 2C:
IN THE LYNCH FOUNDATION DECLARATION OF TRUST, THE FOUNDATION SUPPORTS FOUR CLASSES OF ORGANIZATIONS. (1) COLLEGES UNIVERSITIES, SECONDARY SCHOOLS AND OTHER HIGHER EDUCATION. TOTAL SUPPORT $4,076,195 (2)HOSPITALS, CLINICS AND MEDICAL RESEARCH ORGANIZATIONS. TOTAL SUPPORT $675,000 (3) MUSEUMS AND OTHER CULTURAL ORGANIZATIONS. TOTAL SUPPORT $1,365,000 (4)RELIGIOUS ORGANIZATIONS. TOTAL SUPPORT $75,000. ALL SUPPORTED ORGANIZATIONS MUST QUALIFY AS TAX EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501 (C) (3) AND OPERATE PRIMARILY IN THE UNITED STATES.FORM 990, SCHEDULE A, QUESTION 11I:

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