GERONDELIS FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
GERONDELIS FOUNDATION INC (EIN 04-6130871)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-05
IRS object ID
202622179349100107
Schema version
2025v4.0
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)
Return2026-08-05T08:39:17-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN823447701PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DEMAKIS INC CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line156 CENTRAL AVENUE SUITE 301AddressLine1Txt
CityLYNNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP019011190ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046130871EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GERONDELIS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGEROBusinessNameControlTxt
Phone7815953311PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line156 CENTRAL AVENUE STE 201AddressLine1Txt
CityLYNNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREGORY C DEMAKIS ESQPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7815953311PhoneNum
Signature2026-08-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonA DEMAKISPreparerPersonNm
PTINP01417596PTIN
Phone7815926120PhoneNum
Preparation2026-08-04PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,458,298FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,157InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,157InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$4,157InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$52,274DividendsRevAndExpnssAmt
Dividends Net Invst Incm$52,274DividendsNetInvstIncmAmt
Dividends Adj Net Incm$52,274DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss$1,940,417GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$1,940,417GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$1,940,417GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$1,940,417NetRentalIncomeOrLossAmt
Other Income Rev And Expnss$128,588OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$128,588OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$128,588OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$2,125,436TotalRevAndExpnssAmt
Total Net Invst Incm$2,125,436TotalNetInvstIncmAmt
Total Adj Net Incm$2,125,436TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$82,000CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$25,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$25,000AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$123,010OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$123,010OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$32,527TaxesRevAndExpnssAmt
Taxes Net Invst Incm$32,527TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$56,131OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$56,131OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$318,668TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$236,668TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,497,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,070,634ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,815,968TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$236,668TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,070,634TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,690,532ExcessRevenueOverExpensesAmt
Net Investment Income$1,888,768NetInvestmentIncomeAmt
Adjusted Net Income$2,125,436AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$922,120SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$447,253SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$447,253SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$88,775USGovernmentObligationsBOYAmt
US Government Obligations EOY$103,326USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$103,326USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,117,972CorporateStockBOYAmt
Corporate Stock EOY$2,261,575CorporateStockEOYAmt
Corporate Stock EOYFMV$2,907,719CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$3,910,000InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$3,910,000LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$3,910,000LandBldgInvestmentsEOYAmt
Total Assets BOY$7,038,867TotalAssetsBOYAmt
Total Assets EOY$6,722,154TotalAssetsEOYAmt
Total Assets EOYFMV$3,458,298TotalAssetsEOYFMVAmt
Accounts Payable BOY$27,847AccountsPayableBOYAmt
Accounts Payable EOY$25,000AccountsPayableEOYAmt
Grants Payable BOY$1,165,000GrantsPayableBOYAmt
Grants Payable EOY$2,541,666GrantsPayableEOYAmt
Total Liabilities BOY$1,192,847TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,566,666TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$5,846,020NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,155,488NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,846,020TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,155,488TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,038,867TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,722,154TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,846,020TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,690,532ExcessRevenueOverExpensesAmt
Subtotal$4,155,488SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,155,488TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$26,254InvestmentIncomeExciseTaxAmt
Subtotal$26,254SubtotalAmt
Tax Based On Investment Income$26,254TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$32,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$32,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$271EsPenaltyAmt
Overpayment$5,475OverpaymentAmt
Applied To ES Tax$5,475AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGREGORY C DEMAKIS ESQIndividualWithBooksNm
Phone7815953311PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line119 SEA VIEW AVEAddressLine1Txt
CityNAHANTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01908ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS C DEMAKIS ESQ
140 IPSWICH ROADTOPSFIELDMA01983TREASURER000.00$8,000$0$0
GREGORY C DEMAKIS ESQ
19 SEA VIEW AVENAHANTMA01908PRESIDENT000.00$8,000$0$0
PAUL C DEMAKIS ESQ
46 COMMONWEALTH AVENUEBOSTONMA02116DIRECTOR000.00$8,000$0$0
THOMAS L DEMAKIS
45 BLODGETT AVENUESWAMPSCOTTMA01907DIRECTOR000.00$8,000$0$0
JOHN N DEMAKIS
1 LEO ROADMARBLEHEADMA01945DIRECTOR000.00$8,000$0$0
T PHILLIP COMENOS
1 DEXTER LANEMANCHESTERMA01944DIRECTOR000.00$8,000$0$0
ARTHUR KOURKOULIS
101 LITTLE NAHANT ROADNAHANTMA01908DIRECTOR000.00$8,000$0$0
JOANNA DEMAKIS
18 6TH AVENUE 1507BROOKLYNNY11217DIRECTOR000.00$8,000$0$0
NICHOLAS T ZERVAS
1245 ADAMS STREETDORCHESTERMA02124DIRECTOR000.00$2,000$0$0
IRENE C DUROS
789 SUMMER STREETLYNNFIELDMA01940DIRECTOR000.00$8,000$0$0
CHRISTOPHER SCANGAS
25 SANDPIPER STRANDCORONADOCA92118DIRECTOR000.00$8,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,988,226AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$688,634AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$32,350,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$36,026,860TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$36,026,860AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$540,403CashDeemedCharitableAmt
Net Vl Noncharitable Assets$35,486,457NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,774,323MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,774,323MinimumInvestmentReturnAmt
Tax Based On Investment Income$26,254TaxBasedOnInvestmentIncomeAmt
Total Tax$26,254TotalTaxAmt
Distributable Before Adj$1,748,069DistributableBeforeAdjAmt
Distributable Before Ded$1,748,069DistributableBeforeDedAmt
Distributable As Adjusted$1,748,069DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,070,634ExpensesAndContributionsAmt
Qualifying Distributions$2,070,634QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,748,069DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$106,985ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$142,225ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$642,955ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$125,704ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,017,869TotalExcessDistributionCyovAmt
Qualifying Distributions$2,070,634QualifyingDistributionsAmt
Applied To Current Year$1,748,069AppliedToCurrentYearAmt
Remaining Distri From Corpus$322,565RemainingDistriFromCorpusAmt
Total Corpus$1,340,434TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$106,985ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,233,449ExcessDistriCyovToNextYrAmt
Excess From Year4$142,225ExcessFromYear4Amt
Excess From Year3$642,955ExcessFromYear3Amt
Excess From Year1$125,704ExcessFromYear1Amt
Excess From Current Year$322,565ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGREGORY C DEMAKISRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line156 CENTRAL AVENUE SUITE 201AddressLine1Txt
CityLYNNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01901ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7815953311RecipientPhoneNum
Form And Info And MaterialsWRITTEN LETTERSFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsFOR FUNDING OF SCHOLARSHIP FOR PEOPLE OF GREEK HERITAGERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CENTERBOARD
16 CITY HALL SQLYNNMA01901NONEPOFFOR FUNDING$10,000
DORMITION OF THE VIRGIN MARY GREEK
29 CENTRAL STREETSOMERVILLEMA02143NONEPOFFOR FUNDING$25,000
GREEK ORTHODOX METROPOLIS OF BOSTON
162 GODDARD AVEBROOKLINEMA02445NONEPOFFOR FUNDING$100,000
LA VIDA SCHOLARS
120 MUNROE STREETLYNNMA01901NONEPOFFOR FUNDING$15,000
LEAP FOR EDUCATION
35 CONGRESS STSALEMMA01970NONEPOFFOR FUNDING$25,000SUITE 102
NEMOURS CHILDREN'S HEALTH
1270 N WICKHAM ROADMELBOURNEFL32935NONEPOFFOR FUNDING$50,000
NORTH SHORE COMMUNITY DEVELOPMENT
51 FRANKLIN STREETSALEMMA01970NONEPOFFOR FUNDING$25,000
SAINT VASILIOS GREEK ORTHODOX CHURC
5 PALEOLOGOS STREETPEABODYMA01960NONEPOFFOR FUNDING$250,000
SUFFOLK UNIVERSITY
73 TREMONT STREETBOSTONMA02108NONEPOFFOR FUNDING$25,000
THE CATHOLIC SCHOOLS FOUNDATION INC
67 BATTERYMARCH STREETBOSTONMA02110NONEPOFFOR FUNDING$20,0006TH FLOOR
UNITED SERVICES ORGANIZATION
PO BOX 96860WASHINGTONDC20077NONEPOFFOR FUNDING$50,000
AMERICAN COLLEGE OF GREECE
31 STATE STREETBOSTONMA02109NONEPOFFOR FUNDING$50,000
BOSTON FIREFIGHTERS BURN FOUNDATION
55 HALLET STREETDORCHESTERMA02124NONEPOFFOR FUNDING$10,000
BOSTON UNIVERSITY
881 COMMONWEALTH AVEBOSTONMA02215NONEPOFSCHOLARSHIP$20,000
BOYS AND GIRLS CLUB OF LYNN
25 NORTH COMMON STREETLYNNMA01902NONEPOFFOR FUNDING$100,000
BRIDGEWELL
10 DEARBORNPEABODYMA01960NONEPOFFOR FUNDING$12,300
CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 E CALIFORNIA BLVDPASEDENACA91125NONEPOFSCHOLARSHIP$5,000
CAMP FIRE NORTH SHORE
583 CHESTNUT STREETLYNNMA01904NONEPOFFOR FUNDING$33,334
CARE DIMENSIONS
75 SYLVAN STDANVERSMA01923NONEPOFFOR FUNDING$5,000
CARNEGIE MELLON UNIVERSITY
4721 5TH AVENUEPITTSBURGHPA15213NONEPOFSCHOLARSHIP$5,000
CASA MARIPOSA
17 PARADISE ROAD 1060SALEMMA01970NONEPOFFOR FUNDING$5,000
CENTERBOARD
16 CITY HALL SQLYNNMA01901NONEPOFFOR FUNDING$10,000
CHICAGO SCHOOL OF PROFESSIONAL PSYC
325 N WELLS STCHICAGOIL60654NONEPOFSCHOLARSHIP$10,000
CITY OF LYNN
1 CITY HALL SQUARELYNNMA01901NONEPOFFOR FUNDING$25,000
COLUMBIA LAW SCHOOL
435 W 116TH STREETNEW YORKNY10027NONEPOFSCHOLARSHIP$10,000
COLUMBIA UNIVERSITY
535 WEST 114TH STNEW YORKNY10027NONEPOFSCHOLARSHIP$30,000
COMMUNITY ACTION INC
3 WASHINGTON SQ 4TH FLHAVERHILLMA01830NONEPOFFOR FUNDING$50,000
CORNELL UNIVERSITY
616 THURSTON AVEITHACANY14853NONEPOFSCHOLARSHIP$5,000
EMORY UNIVERSITY
201 DOWMAN DRIVEATLANTAGA30322NONEPOFSCHOLARSHIP$10,000NE 408
FISHER COLLEGE OF BUSINESS
2100 NEIL AVENUECOLUMBUSOH43210NONEPOFSCHOLARSHIP$5,000
FLORIDA ATLANTIC UNIVERSITY
777 GLADES ROADBOCA RATONFL33431NONEPOFSCHOLARSHIP$5,000
FLORIDA INTERNATIONAL UNIVERSITY
11200 SW 8TH STREETMIAMIFL33199NONEPOFSCHOLARSHIP$5,000
GEORGIA INSTITUTE OF TECHNOLOGY
225 NORTH AVENUEATLANTAGA30332NONEPOFSCHOLARSHIP$15,000
GREATER LYNN SENIOR SERVICES
8 SILSBEE STREETLYNNMA01901NONEPOFFOR FUNDING$25,000
GREEK ORTHODOX METROPOLIS OF BOSTON
162 GODDARD AVEBROOKLINEMA02445NONEPOFFOR FUNDING$5,000
GREGG NEIGHBORHOOD HOUSE ASSOCIATIO
85 EXCHANGE STREETLYNNMA01901NONEPOFFOR FUNDING$100,000
HABITAT PLUS INC
520 ESSEX STREETLYNNMA01902NONEPOFFOR FUNDING$20,000
HARVARD BUSINESS SCHOOL
1 HARVARD YARDCAMBRIDGEMA02138NONEPOFFOR FUNDING$5,000
HARVARD COLLEGE FUND
48 QUINCY STREETCAMBRIDGEMA02138NONEPOFFOR FUNDING$5,000
HAVEN PROJECT
57 MUNROE STLYNNMA01901NONEPOFFOR FUNDING$10,000
HERE TOMORROW INC
910 3RD STREETNEPTUNE BEACHFL32266NONEPOFFOR FUNDING$20,000
HIGH SCHOOL SCHOLARSHIPS
56 CENTRAL AVELYNNMA01901NONEPOFSCHOLARSHIP$105,000
ICAHN SCHOOL OF MEDICINE AT MOUNT S
1176 5TH AVENEW YORKNY10029NONEPOFSCHOLARSHIP$5,000
LADYBUG LOVE INC
140 WINONA STREETPEABODYMA01960NONEPOFFOR FUNDING$5,000
LEO INC
181 UNION STREET STE 209LYNNMA01901NONEPOFFOR FUNDING$50,000
LOYOLA UNIVERSITY
1032 W SHERIDAN ROADCHICAGOIL60660NONEPOFFOR FUNDING$5,000
MASSACHUSETTS INSTITUTE OF TECHNOLO
77 MASSACHUSETTS AVECAMBRIDGEMA02139NONEPOFSCHOLARSHIP$10,000
MISSION OF DEEDS INC
6 CHAPIN AVENUEREADINGMA01867NONEPOFFOR FUNDING$5,000
NEW YORK UNIVERSITY
70 WASHINGTON SQUARENEW YORKNY10012NONEPOFSCHOLARSHIP$15,000SOUTH
NORTHSHORE COMMUNITY COLLEGE
1 FERNCROFT ROADDANVERSMA01923NONEPOFFOR FUNDING$5,000
PASEDENA COMMUNITY FOUNDATION
301 E COLORADO BLVD 801PASEDENACA91101NONEPOFFOR FUNDING$100,000
PATHWAYS ADUT EDUCATION & TRAINING
330 LYNNWAY STE 302LYNNMA01901NONEPOFFOR FUNDING$10,000
PURDUE UNIVERSITY
610 PURDUE MALL WESTLAFAYETTEIN47907NONEPOFFOR FUNDING$15,000
RAISING A READER
53 STATE STREET STE 500BOSTONMA02109NONEPOFFOR FUNDING$10,000
RAW ART WORKS
37 CENTRAL SQUARELYNNMA01904NONEPOFFOR FUNDING$15,000
RENNSELAER POLYTECHNIC INSTITUTE
110 8TH STREETTROYNY12180NONEPOFSCHOLARSHIP$5,000
RUTHS WAY
23 SWAN STREETEAST BOSTONMA02128NONEPOFFOR FUNDING$10,000
SAINT GEORGE CLASSICAL ACADEMY
4 GEORGETOWN ROADBOXFORDMA01921NONEPOFFOR FUNDING$100,000
SCHOOL OF THE ART INSTITUTE OF CHIC
112 S MICHIGAN AVENUECHICAGOIL60603NONEPOFSCHOLARSHIP$5,000
ST GEORGE GREEK ORTHODOX CHURCH
54 SOUTH COMMON STREETLYNNMA01902NONEPOFFOR FUNDING$55,000
STONY BROOK UNIVERSITY
110 NICOLLS ROADSTONY BROOKNY11794NONEPOFSCHOLARSHIP$5,000
SUNY FREDONIA
280 CENTRAL AVEFREDONIANY14063NONEPOFSCHOLARSHIP$5,000
TEXAS A&M
750 AGRONOMY ROADCOLLEGE STATIONTX77840NONEPOFSCHOLARSHIP$10,000
THE SALEM PANTRY
47 LEVITT STREETSALEMMA01970NONEPOFFOR FUNDING$10,000
THIRD SECTOR NEW ENGLAND
89 SOUTH STREET STE 700BOSTONMA02111NONEPOFFOR FUNDING$10,000
TRANSFIGURATION OF OUR SAVIOR GREEK
25 FATHER JOHN SARANTOSLOWELLMA01854NONEPOFFOR FUNDING$20,000WAY
UNITED WAY
PO BOX 51381BOSTONMA02205NONEPOFFOR FUNDING$25,000
UNIVERSITY OF ALABAMA AT BIRMINGHAM
900 17TH STREET SBIRMINGHAMAL35205NONEPOFSCHOLARSHIP$5,000
UNIVERSITY OF CALIFORNIA SANTA CRU
1156 HIGH STREETSANTA CRUZCA95064NONEPOFSCHOLARSHIP$5,000
UNIVERSITY OF CINCINNATI
2600 CLIFTON AVECINCINNATIOH45220NONEPOFSCHOLARSHIP$5,000
UNIVERSITY OF FLORIDA
201 CRISER HALLGAINESVILLEFL32611NONEPOFSCHOLARSHIP$30,000
UNIVERSITY OF ILLINOIS AT CHICAGO
1200 W HARRISON STREETCHICAGOIL60607NONEPOFSCHOLARSHIP$5,000
UNIVERSITY OF ILLINOIS URBANA CHAM
528 EAST GREEN STCHAMPAIGNIL61820NONEPOFSCHOLARSHIP$20,000
UNIVERSITY OF MARYLAND
COLLEGE PARKMARYLANDMD20742NONEPOFSCHOLARSHIP$5,000
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREETPHILADELPHIAPA19104NONEPOFSCHOLARSHIP$5,000
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREETPHILADELPHIAPA19104NONEPOFSCHOLARSHIP$15,000
UNIVERSITY OF TEXAS AT ARLINGTON
701 S NEDDERMAN DRIVEARLINGTONTX76019NONEPOFSCHOLARSHIP$5,000
UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVEAUSTINTX78705NONEPOFSCHOLARSHIP$15,000
UNIVERSITY OF UTAH
201 S 1460 ESALT LAKE CITYUT84112NONEPOFSCHOLARSHIP$5,000
UNIVERSITY OF WISCONSIN-MADISON
500 LINCOLN DRMADISONWI53706NONEPOFSCHOLARSHIP$15,000
YALE UNIVERSITY
149 ELM STREETNEW HAVENCT06511NONEPOFSCHOLARSHIP$10,000
YMCA METRO NORTH
289 MAIN STREETSAUGUSMA01906NONEPOFFOR FUNDING$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,070,634TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN COLLEGE OF GREECE
31 STATE STREETBOSTONMA02109NONEPOFFOR FUNDING$50,000
BOYS AND GIRLS CLUB OF LYNN
25 NORTH COMMON STREETLYNNMA01902NONEPOFFOR FUNDING$400,000
CAMP FIRE NORTH SHORE
583 CHESTNUT STREETLYNNMA01904NONEPOFFOR FUNDING$66,666
CENTERBOARD
16 CITY HALL SQLYNNMA01901NONEPOFFOR FUNDING$40,000
COMMUNITY ACTION INC
3 WASHINGTON SQ 4TH FLHAVERHILLMA01830NONEPOFFOR FUNDING$50,000
GREGG NEIGHBORHOOD HOUSE ASSOCIATIO
85 EXCHANGE STREETLYNNMA01901NONEPOFFOR FUNDING$400,000
PATHWAYS ADUT EDUCATION & TRAINING
330 LYNNWAY STE 302LYNNMA01901NONEPOFFOR FUNDING$20,000
RAW ART WORKS
37 CENTRAL SQUARELYNNMA01904NONEPOFFOR FUNDING$30,000
SAINT GEORGE CLASSICAL ACADEMY
4 GEORGETOWN ROADBOXFORDMA01921NONEPOFFOR FUNDING$400,000
THE SALEM PANTRY
47 LEVITT STREETSALEMMA01970NONEPOFFOR FUNDING$10,000
TRANSFIGURATION OF OUR SAVIOR GREEK
25 FATHER JOHN SARANTOSLOWELLMA01854NONEPOFFOR FUNDING$80,000WAY
UNITED WAY
PO BOX 51381BOSTONMA02205NONEPOFFOR FUNDING$75,000
YMCA METRO NORTH
289 MAIN STREETSAUGUSMA01906NONEPOFFOR FUNDING$400,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$2,021,666TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,157ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$52,274ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,940,417RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
REALIZED CAPITAL GAIN ON IN$128,588
MISC INCOME

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$56,431ExclusionAmt
Related Or Exempt Function Incm$2,069,005RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,125,436TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$25,000Amt
Net Investment Income$25,000NetInvestmentIncomeAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORP BONDSBondNm

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
OTHER INVESTMENT$151,987$149,679
HEDGE FUNDS$648,594$711,293
COMMON STOCK$1,460,994$2,046,747

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemLANDCategoryOrItemTxt
Cost Or Other Basis$3,910,000CostOrOtherBasisAmt
Book Value$3,910,000BookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK CHARGES$181$181
INVESTMENT FEES$21,295$21,295
MISCELLANEOUS EXPENSE$1,412$1,412
OFFICE EXPENSE
SCHOLARSHIP ADVERTISING$2,143$2,143
APPRAISAL FEES$6,500$6,500
SOFTWARE$600$600
WEBSITE DEVELOPMENT AND MAINT$24,000$24,000

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescREALIZED CAPITAL GAIN ON INVDesc
Revenue And Expenses Per Books$128,588RevenueAndExpensesPerBooksAmt
Net Investment Income$128,588NetInvestmentIncomeAmt
Adjusted Net Income$128,588AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADMIN. FEESCategoryTxt
Amt$123,010Amt
Net Investment Income$123,010NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryOTHER TAXESCategoryTxt
Amt$32,527Amt
Net Investment Income$32,527NetInvestmentIncomeAmt

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