2011-04-06T15:07:28-05:00 2010-06-30 Edelstein and Company LLP 160 Federal Street 9th Floor Boston MA 021101772 990PF 2009-07-01 521660757 SAMUEL P PARDOE FOUNDATION CO GMA FOUNDATIONS SAMU 6174267080 77 SUMMER STREET 8TH FLOOR BOSTON MA 02110 SPENCER PARDOE BALLOU 6174267080 2011-03-23 1 ALFONSO PERILLO 6172276161 2011-03-23 2009 2016-02-24 21:20:13Z X X 9931379 X X 338419 338419 10925 1223513 10925 2535 2535 351879 351879 11250 5625 5625 4600 4600 0 56774 44840 11934 399 399 0 6508 0 6508 2827 0 2827 82358 55464 26894 337685 337685 420043 55464 364579 -68164 296415 37856 132672 132672 1593259 640793 640793 442543 645629 1195629 1324436 2984814 3077800 4651643 2839856 2989856 3181835 8543957 8036750 9931379 0 0 X 0 0 0 0 8543957 8036750 8543957 8036750 8543957 8036750 8543957 -68164 3500 8479293 442543 8036750 SALE OF PUBLICLY TRADED SECURITIES 1223513 1212588 10925 10925 10925 0 306405 9242551 0.033152 384051 11131593 0.034501 299142 10631999 0.028136 692841 10288993 0.067338 1247092 10262155 0.121523 0.284650 0.056930 9874555 562158 2964 565122 364579 5928 0 5928 0 5928 10561 10561 4633 3000 1633 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 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 0 0 0 SPENCER PARDOE BALLOU C/O GMA FOUNDATIONS 77 SUMMER STREET 8TH FL BOSTON MA 02110 2.00 2500 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 9956024 68905 0 10024929 0 0 10024929 150374 9874555 493728 493728 5928 5928 487800 0 487800 0 487800 364579 0 364579 0 364579 487800 0 0 177059 177059 364579 0 0 0 364579 0 123221 123221 53838 0 0 0 0 0 0 0 53838 53838 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, 2011. 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. programs, capital improvements and equipment purchases. AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS 520 8TH AVE FLOOR 7 NEW YORK NY 10018 NONE 501(C)(3) PROGRAM SUPPORT 2500 CHILD AND FAMILY SERVICES 464 CHESTNUT ST PO BOX 448 MANCHESTER NH 03105 NONE 501(C)(3) PROGRAM SUPPORT 7500 COURT APPOINTED SPECIAL ADVOCATES OF NH PO BOX 1327 MANCHESTER NH 03105 NONE 501(C)(3) PROGRAM SUPPORT 5000 FRIENDS OF THE VINALHAVEN PUBLIC LIBRARY PO BOX 223 VINALHAVEN ME 04863 NONE 501(C)(3) PROGRAM SUPPORT 1000 GENESIS BEHAVIORAL HEALTH 111 CHURCH STREET LACONIA NH 03246 NONE 501(C)(3) PROGRAM SUPPORT 5450 HUMANE SOCIETY OF THE UNITED STATES DEPT GAIT04 2100 L ST NW WASHINGTON DC 20037 NONE 501(C)(3) PROGRAM SUPPORT 2000 ISLAND COMMUNITY MEDICAL CENTER PO BOX 812 VINALHAVEN ME 04863 NONE 501(C)(3) PROGRAM SUPPORT 1500 ISLAND INSTITUTE 386 MAIN STREET PO BOX 648 ROCKLAND ME 04841 NONE 501(C)(3) PROGRAM SUPPORT 500 LACONIA SCHOOL DISTRICT PO BOX 309 LACONIA NH 03246 NONE 501(C)(3) PROGRAM SUPPORT 5000 LAKE WINNIPESAUKE ASSOCIATION PO BOX 1624 MEREDITH NH 03253 NONE 501(C)(3) PROGRAM SUPPORT 10000 LAKES REGION PLANNING COMMISSION 103 MAIN STREET STE3 MEREDITH NH 03253 NONE 501(C)(3) PROGRAM SUPPORT 10000 LAST CHANCE FOR ANIMALS 8033 SUNSET BLVD STE 835 LOS ANGELES CA 90046 NONE 501(C)(3) PROGRAM SUPPORT 500 LIFEFLIGHT FOUNDATION PO BOX 899 CAMDEN ME 04843 NONE 501(C)(3) PROGRAM SUPPORT 1000 LIVE IT LEARN IT 1439 PENNSYLVANIA AVE SE WASHINGTON DC 20003 NONE 501(C)(3) PROGRAM SUPPORT 4500 MAYMONT FOUNDATION 1700 HAMPTON STREET RICHMOND VA 23220 NONE 501(C)(3) PROGRAM SUPPORT 3000 NEW HAMPSHIRE LAKES ASSOCIATION INC 84 SILK FARM ROAD CONCORD NH 03301 NONE 501(C)(3) PROGRAM SUPPORT 8000 NEW HAMPSHIRE PRESERVATION ALLIANCE PO BOX 268 CONCORD NH 03302 NONE 501(C)(3) PROGRAM SUPPORT 2500 NEW HAMPSHIRE RIVERS COUNCIL 54 PORTSMOUTH STREET CONCORD NH 03301 NONE 501(C)(3) PROGRAM SUPPORT 6000 NORTHERN KENYA FUND 9690 DEERCO ROAD TIMONIUM MD 21093 NONE 501(C)(3) PROGRAM SUPPORT 5000 PARTNERS IN ISLAND EDUCATION PO BOX 664 VINALHAVEN ME 04863 NONE 501(C)(3) PROGRAM SUPPORT 500 PLUSTIME NH 160 DOVER ROAD SUITE ONE CHICHESTER NH 03258 NONE 501(C)(3) PROGRAM SUPPORT 16000 PRESCOTT CONSERVANCY INC 77 SUMMER STREET 8TH FLOOR BOSTON MA 02110 NONE 501(C)(3) PROGRAM SUPPORT 220500 ST THOMAS' DAY SCHOOL 3602 HAWTHORNE AVE RICHMOND VA 23222 NONE 501(C)(3) PROGRAM SUPPORT 2000 THE TIDES FOUNDATION PRESIDIO BUILDING 1014 SAN FRANCISCO CA 94129 NONE 501(C)(3) PROGRAM SUPPORT 10000 THOMPSON-AMES HISTORICAL SOCIETY PO BOX 7404 GILFORD NH 03247 NONE 501(C)(3) PROGRAM SUPPORT 2235 VINALHAVEN ELDER CARE SERVICES PO BOX 624 VINALHAVEN ME 04863 NONE 501(C)(3) PROGRAM SUPPORT 500 VINALHAVEN FIREFIGHTERS ASSOCIATION PO BOX 815 VINALHAVEN ME 04863 NONE 501(C)(3) PROGRAM SUPPORT 500 VINALHAVEN HISTORICAL SOCIETY PO BOX 339 VINALHAVEN ME 04863 NONE 501(C)(3) PROGRAM SUPPORT 1000 VINALHAVEN LAND TRUST PO BOX 268 VINALHAVEN ME 04863 NONE 501(C)(3) PROGRAM SUPPORT 1000 VIRGINIA CONGRESS OF PARENTS & TEACHERS 1600 W LABURNUM AVENUE RICHMOND VA 23227 NONE 501(C)(3) PROGRAM SUPPORT 2000 WORLD WILDLIFE FUND INC 1250 24TH ST NW WASHINGTON DC 20037 NONE 501(C)(3) PROGRAM SUPPORT 500 337685 0 14 338419 18 10925 Security Litigation Proceeds 14 2535 0 351879 0 351879 0 0 0 0 0 0 0 0 0 0 ACCOUNTING EXPENSE 4600 4600 0 STATEMENT OF AMENDMENT FORM 990-PF FOR THE YEARS ENDED JUNE 30, 2005 AND 2006, THE FOUNDATION MADE BELOW MARKET LOANS (0% INTEREST) OF $249,000 AND $386,000, RESPECTIVELY, TO PRESCOTT CONSERVANCY TO BUILD ITS ENVIRONMENT EDUCATION CENTER IN NEW HAMPSHIRE. THESE LOANS WERE CONSIDERED PROGRAM-RELATED INVESTMENTS AND WERE TAKEN AS QUALIFYING DISTRIBUTIONS IN EACH OF THE RESPECTIVE YEARS. DURING THE YEAR ENDED JUNE 30, 2007, THE FOUNDATION WAS REPAID $192,457 RESULTIING IN A NOTE RECEIVABLE OF $442,543 FOR THE YEARS ENDING JUNE 30, 2007 - 2009. DURING THE YEAR ENDED JUNE 30,2010, THE FOUNDATION FORGAVE THE $442,543 DEBT TO PRESCOTT CONSERVANCY. THE DEBT FORGIVENESS WAS INCORRECTLY REPORTED AS A GRANT IN PART XV OF THE ORIGINALLY FILED RETURN, AND HAS BEEN PROPERLY REPORTED AS OTHER CHANGES IN NET ASSETS IN PART III OF THE AMENDED RETURN. CONSEQUENTLY, THIS HAS ALSO CHANGED THE QUALIFYING DISTRIBUTION AMOUNTS IN PARTS XII AND XIII OF THE AMENDED FORM 990-PF. CORPORATE BONDS - SUNTRUST BANK 2989856 3181835 CORPORATE STOCK - SUNTRUST BANK 3077800 4651643 1195629 1324436 0 0 FORGIVENESS OF PRI DEBT TAKEN AS QUALIFYING DISTRIBUTIONS ON PRIOR RETURNS 442543 OFFICE EXPENSE 544 0 544 Dues & membership 1825 0 1825 SITE VISITS 383 0 383 STATE FILING FEES 75 0 75 Security Litigation Proceeds 2535 2535 2535 VOIDED CHECK #1804 TO A TRUSTEE WHICH WAS ISSUED IN FY09 3500 FOUNDATION MANAGEMENT 12562 628 11934 PORTFOLIO MANAGEMENT 44212 44212 0 FOREIGN TAXES 399 399 0