2011-11-15T10:18:28-06:00 2010-12-31 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2010-01-01 043017940 THE LYNCH FOUNDATION LYNC 6174572028 280 CONGRESS STREET SUITE 1300 BOSTON MA 02110 KATHRYN EVERETT 6174572028 2011-11-07 1 DAVID KELLEHER CPA 5083669100 2010 2016-03-07 17:11:31Z X KATHRYN EVERETT 280 CONGRESS STREET SUITE 1300 BOSTON MA 02110 213087091 0 X THELYNCHFOUNDATION.ORG X 1988 MA TO 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. 7 7 4 7 0 0 0 0 0 0 4162691 14166315 0 0 4162691 14166315 4027206 6191195 0 0 358913 397898 0 0 0 557259 616882 4943378 7205975 -780687 6960340 89018841 98674934 1798 5346 89017043 98669588 THE 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. 0 0 6370323 6191195 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. 6370323 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X KATHRYN EVERETT EXECUTIVE DIRECTOR 6174572028 280 CONGRESS STREET SUITE 1300 BOSTON MA 02110 CAROLYN A LYNCH 1.00 X X 0 0 0 PETER S LYNCH 1.00 X X 0 0 0 J FREDRICK BUSH 1.00 X X 0 0 0 NANCY A COOLIDGE 1.00 X 0 0 0 RICHARD SPILLANE 1.00 X 0 0 0 RALPH C SWEETLAND MD 1.00 X 0 0 0 MARSHA HELMSTADTER 1.00 X 0 0 0 KATHRYN M EVERETT 40.00 X 179751 0 61187 DAVID BADEAU 20.00 X 109885 0 12790 289636 0 73977 1 0 1 0 PORTOLAN CAPITAL MANAGEMENT TWO INTERNATIONAL PLACE 26TH FLOOR BOSTON MA 02110 FINANCIAL MANAGEMENT 422485 1 687576 687576 212399515 198920776 13478739 13478739 13478739 14166315 0 0 14166315 6191195 6191195 240938 120469 120469 124287 20010 104277 12000 12000 790 790 19883 7186 12697 23696 23696 3001 3001 26734 26734 492422 492422 1655 1655 20133 20133 17483 8741 8742 19864 9932 9932 DONEE SUPPORT 7933 7933 MEMBERSHIPS 2375 2375 MISCELLANEOUS 1379 1379 FOREIGN TAXES 207 207 7205975 6370323 835652 0 6298650 4091324 4618 7021 78807233 90665437 3908340 3911152 89018841 98674934 1798 5346 1798 5346 X 89017043 98669588 89017043 98669588 89018841 98674934 X 6960340 2692205 X X 0 1 1 X 0 X X X 0 0 0 SEE ATTACHED 133541913 SEE ATTACHED 1 1 1 6191195 1 6191195 0 14166315 7205975 6960340 2692205 2692205 9652545 16858520 2692205 2692205 14166315 0 14166315 7205975 0 7205975 0 7205975 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE 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. 1 AMERICARES 88 HAMILTON AVENUE STAMFORD CT 06902 061008598 501(C)(3) 25000 GENERAL OPERATING DOMESTIC PROGRAM ARTISTS FOR HUMANITY 100 WEST 2ND STREET BOSTON MA 02127 043138434 501(C)(3) 50000 GENERAL OPERATING & PROGRAM EXPANSION ASSOCIATION OF SMALL FOUNDATIONS 1720 N STREET NW WASHINGTON DC 20036 650617866 501(C)(3) 10000 PROFESSIONAL DEVELOPMENT ASSUMPTION COLLEGE 500 SALISBURY STREET WORCESTER MA 01609 042105776 501(C)(3) 100000 SCHOLARSHIP ASSISTANCE BOSTON ARCHDIOCESAN CHOIR SCHOOL 29 MOUNT AUBURN STREET CAMBRIDGE MA 02138 043210036 501(C)(3) 25000 ENDOWMENT BOSTON CATHOLIC TELEVISION 34 CHESTNUT STREET PO BOX 9196 WATERTOWN MA 02472 042395520 501(C)(3) 50000 PROGRAM AND CONTENT MATERIALS BOSTON CHILDREN'S MUSEUM 300 CONGRESS STREET BOSTON MA 02210 042103993 501(C)(3) 500000 CAPITAL CAMPAIGN/ RENOVATION AND EXPANSION BOSTON COLLEGE 40 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 042103545 501(C)(3) 970000 LYNCH LEADERSHIP ACADEMY BOSTON HEALTH CARE FOR THE HOMELESS 729 MASSACHUSETTS AVENUE BOSTON MA 02118 043160480 501(C)(3) 50000 CAPITAL CAMPAIGN BOYS & GIRLS CLUBS OF BOSTON 50 CONGRESS STREET BOSTON MA 02109 042103922 501(C)(3) 50000 PROGRAM EXPANSION CAMPAIGN FOR CATHOLIC SCHOOLS 143 NEWBURY STREET BOSTON MA 02116 262290458 501(C)(3) 1000000 CAPITAL CAMPAIGN/ RENOVATIONS AND EXPANSION CATHEDRAL HIGH SCHOOL 74 UNION PARK STREET BOSTON MA 02118 562438574 501(C)(3) 100000 CAPITAL CAMPAIGN/ RENOVATIONS AND EXPANSION CATHOLIC SCHOOLS FOUNDATION 260 FRANKLIN STREET BOSTON MA 02110 222485502 501(C)(3) 100000 TECHNOLOGY GRANT CITY YEAR BOSTON 285 COLUMBUS AVENUE BOSTON MA 02116 222882549 501(C)(3) 25000 GENERAL OPERATING SUPPORT COTTING SCHOOL 453 CONCORD AVENUE LEXINGTON MA 02421 042104328 501(C)(3) 50000 FELLOWSHIP PROGRAM FOR SPECIAL EDUCATION TEACHERS CRISTO REY BOSTON HIGH SCHOOL 100 SAVIN HILL AVENUE BOSTON MA 02125 562438544 501(C)(3) 100000 RENOVATIONS AND EXPANSION EDUCATION PIONEERS 99 CHAUNCY STREET 9TH FLOOR BOSTON MA 02111 770602311 501(C)(3) 10500 SUMMER FELLOW FACING HISTORY & OURSELVES 16 HURD ROAD BROOKLINE MA 02445 042761636 501(C)(3) 25000 GENERAL OPERATING SUPPORT FIRST NIGHT BOSTON 36 BROMFIELD STREET 204 BOSTON MA 02108 042609422 501(C)(3) 25000 GENERAL OPERATING SUPPORT FRIENDS OF MOUNT AUBURN CEMETARY 580 MOUNT AUBURN STREET CAMBRIDGE MA 02138 223084639 501(C)(3) 30000 CAPITAL CAMPAIGN/ RENOVATIONS AND EXPANSION FRIENDS OF THE PUBLIC GARDEN 87 MOUNT VERNON STREET BOSTON MA 02108 237451432 501(C)(3) 200000 DUCKLING SCULPTURE ENDOWMENT FUND AND CAPITAL CAMPAIGN/ RENOVATIONS AND EXPANSION GIFTS TO GIVE 190 OLD DERBY STREET SUITE 100 HINGHAM MA 02043 262475885 501(C)(3) 50000 GENERAL OPERATING AND PROGRAM EXPANSION GIRLS INCORPORATED OF LYNN 50 HIGH STREET LYNN MA 01902 042104250 501(C)(3) 50000 GENERAL OPERATING AND PROGRAM EXPANSION GLOUCESTER SCHOONER ADVENTURE PO BOX 1306 GLOUCESTER MA 01931 043020719 501(C)(3) 100000 RESTORATION OF SCHOONER ADVENTURE GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON MA 02118 042717782 501(C)(3) 250000 CAPITAL CAMPAIGN HARVARD SYSTEMS BIOLOGY 401 PARK DRIVE SUITE 22W BOSTON MA 02215 530199180 501(C)(3) 250000 SCHOLARSHIP ASSISTANCE ISABELLA STEWART GARDNER MUSEUM 2 PALACE ROAD BOSTON MA 02115 042104334 501(C)(3) 250000 CAPITAL CAMPAIGN/ RENOVATIONS AND EXPANSION KIPP ACADEMY 25 BESSOM STREET LYNN MA 01902 743153091 501(C)(3) 250000 NEW KIPP CAMPUS IN LYNN MARBLEHEAD LITTLE THEATRE 12 SCHOOL STREET MARBLEHEAD MA 01945 042665205 501(C)(3) 10000 CAPITAL CAMPAIGN/ RENOVATIONS AND EXPANSION MASSACHUSETTS 2020 FOUNDATION 26 COURT STREET 7TH FLOOR BOSTON MA 02108 043534001 501(C)(3) 175000 SONTAG TEACHER PRIZE INITIATIVE AND TEACHER SUPPORT MASSACHUSETTS YOUTH COMMITTED TO WINNING 30A NORTH STREET CANTON MA 02021 043542980 501(C)(3) 12500 GENERAL OPERATING SUPPORT MASS MENTORING PARTNERSHIP 105 CHAUNCY STREET SUITE 300 BOSTON MA 02111 223207958 501(C)(3) 25000 GENERAL OPERATING SUPPORT MATCH SCHOOL 1001 COMMONWEALTH AVENUE BOSTON MA 02215 043476160 501(C)(3) 200000 MATCH TEACHER RESIDENCY PROGRAM MUSEUM OF SCIENCE SCIENCE PARK BOSTON MA 02114 042103916 501(C)(3) 250000 CAPITAL CAMPAIGN/ RENOVATIONS AND EXPANSION ONE FAMILY INC 186 SOUTH STREET 4TH FLOOR BOSTON MA 02111 542076936 501(C)(3) 12000 SCHOLARSHIP ASSISTANCE PAPAL FOUNDATION (THE) 150 MONUMENT ROAD SUITE 609 BALA CYNWYD PA 19004 232511991 501(C)(3) 25000 GENERAL OPERATING PARENTS ALLIANCE FOR CATHOLIC EDUCATION 14 BEACON STREET SUITE 506 BOSTON MA 02108 043238627 501(C)(3) 14500 EARLY EDUCATION CONSULTANT PARTNERS IN HEALTH 641 HUNTINGTON AVENUE 1ST FLOOR BOSTON MA 02115 043567502 501(C)(3) 250000 HAITI SUPPORT PHILANTHROPY ROUNDTABLE 1150 17TH STREET NW SUITE 503 WASHINGTON DC 20036 132943020 501(C)(3) 10000 PROFESSIONAL DEVELOPMENT PIONEER INSTITUTE 85 DEVONSHIRE STREET 8TH FLOOR BOSTON MA 02109 222632081 501(C)(3) 25000 GENERAL OPERATING SUPPORT POSSE FOUNDATION (BOSTON) 45 FRANKLIN STREET 3RD FLOOR BOSTON MA 02110 133840394 501(C)(3) 25000 GENERAL OPERATING SUPPORT PROJECT RISE 745 WASHINGTON STREET BRAINTREE MA 02184 043194684 501(C)(3) 25000 PROGRAM EXPANSION RAW ART WORKS 37 CENTRAL SQUARE LYNN MA 01901 222854850 501(C)(3) 50000 PROGRAM EXPANSION REACH OUT AND READ 56 ROLAND STREET SUITE 100D BOSTON MA 02129 043481253 501(C)(3) 10000 GENERAL OPERATING SUPPORT RED SOX FOUNDATION 4 YAWKEY WAY BOSTON MA 02215 331007984 501(C)(3) 25000 SUPPORT FOR RED SOX SCHOLARS SAINT JOHN THE BAPTIST 19 CHESTNUT STREET PEABODY MA 01960 042106293 501(C)(3) 12500 SCHOLARSHIP ASSISTANCE SAINT MARY STAR OF THE SEA 253 CABOT STREET BEVERLY MA 01915 042172360 501(C)(3) 5250 SCHOLARSHIP ASSISTANCE SAINT PATRICKS SCHOOL 131 MOUNT PLEASANT AVENUE ROXBURY MA 02119 042115507 501(C)(3) 19500 GENERAL OPERATING SUPPORT SAINT PIUS V SCHOOL 28 BOWLER STREET LYNN MA 01904 042106368 501(C)(3) 8945 SCHOLARSHIP ASSISTANCE SETON EDUCATION PARTNERS 1016 16TH STREET NW 8TH FLOOR WASHINGTON DC 20036 262782492 501(C)(3) 50000 GENERAL OPERATING SUPPORT STARS AKA SOUTH SHORE STARS 200 MIDDLE STREET WEYMOUTH MA 02189 237097840 501(C)(3) 5000 GENERAL OPERATING SUPPORT SUMMER SEARCH BOSTON 500 AMORY STREET JAMAICA PLAIN MA 02130 680200138 501(C)(3) 25000 GENERAL OPERATING SUPPORT TEACH FOR AMERICA 60 CANAL STREET 3RD FLOOR BOSTON MA 02114 133541913 501(C)(3) 25000 GENERAL OPERATING SUPPORT UNIVERSITY OF MASSACHUSETTS BOSTON 100 MORRISSEY BOULEVARD BOSTON MA 02125 046013152 501(C)(3) 100000 SCHOLARSHIP ASSISTANCE WHITTIER STREET HEALTH CENTER 1125 TREMONT STREET ROXBURY MA 02120 042619517 501(C)(3) 100000 CAPITAL CAMPAIGN/ RENOVATIONS AND EXPANSION 56 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE 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. X X X 0 0 0 0 0 0 0 0 0 KATHRYN M EVERETT 149751 0 30000 0 0 0 0 0 61187 0 240938 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE PRESIDENT AND THE TREASURER OF THE FOUNDATION ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT AND FINANCE COMMITTEE REVIEW THE DRAFT 990 BEFORE FINAL SUBMISSION FORM 990, PART VI, SECTION B, LINE 12C 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 15 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 C, LINE 19 HISTORICALLY, NOT PROVIDED BUT WOULD IF ASKED. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 2,692,205. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, SCHEDULE A, QUESTION 11I: 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.