ADELARD A & VALEDA LEA ROY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ADELARD A & VALEDA LEA ROY FOUNDATION (EIN 04-6652923)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202621279349103012
- Schema version
- 2025v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T14:00:40-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041433295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046652923 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADELARD & VALEDA ROY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADEL | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES PO BOX 961209 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021961209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J PUZO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM M BURKE | PreparerPersonNm |
| PTIN | P01034041 | PTIN |
| Phone | 6172277940 | PhoneNum |
| Preparation | 2026-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,447,756 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11,997 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,997 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $391,968 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $391,968 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $871,576 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $929,803 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $871,576 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,275,541 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,275,541 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $53,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $26,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $30,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,803 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,902 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,901 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $21,997 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,469 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $115,050 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,871 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,651 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $714,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $714,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $829,950 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,871 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $761,551 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $445,591 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,225,670 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $63,102 | CashBOYAmt |
| Cash EOY | $29,762 | CashEOYAmt |
| Cash EOYFMV | $29,762 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $200,265 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $200,265 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $199,967 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $495,492 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $496,567 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,236,376 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,178,149 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,629,159 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,997,788 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,039,156 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,092,003 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,497,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,942,824 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,447,756 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,476,891 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,476,891 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $20,342 | RetainedEarningBOYAmt |
| Retained Earning EOY | $465,933 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,497,233 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,942,824 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,497,233 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,942,824 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,497,233 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $445,591 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,942,824 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,942,824 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 500.00 SHS ELI LILY & CO | P | 1994-02-24 | 2025-10-03 | $418,296 | $7,068 | $411,228 | $411,228 |
| 500.00 SHS ELI LILY & CO | P | 1994-02-24 | 2025-12-08 | $497,711 | $7,068 | $490,643 | $490,643 |
| 0.44 SHS UNILIVER PLC | P | 1991-12-04 | 2025-12-10 | $28 | $4 | $24 | $24 |
| 1000.00 SHS WALGREENS BOOTS ALLIANCE INC | P | 2006-04-06 | 2025-08-29 | $11,450 | $43,505 | -$32,055 | -$32,055 |
| 100.00 SHS ZIMVIE INC. | P | 2006-02-01 | 2025-10-21 | $1,900 | $582 | $1,318 | $1,318 |
| CAPITAL GAINS DIVIDENDS | P | $418 | $418 | $418 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $871,576 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,037 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,037 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,037 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,037 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HEMENWAY BARNES LLP | IndividualWithBooksNm |
| Phone | 6172277940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| REV DR NANCY S SMITH | ||||||||
| 2676 WAKEFIELD | WAKEFIELD | NH | 03872 | TRUSTEE | 2.50 | $22,500 | $0 | $0 |
| ELIZABETH M FISHER | ||||||||
| 1865 SHILOH RANCH DRIVE | COLORADO SPRINGS | CO | 80908 | TRUSTEE | 1.00 | $7,500 | $0 | $0 |
| MICHAEL J PUZO | ||||||||
| 75 STATE STREET 16TH FLOOR | BOSTON | MA | 021091466 | TRUSTEE | 2.50 | $23,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,326,420 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $144,544 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,470,964 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,470,964 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $247,064 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,223,900 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $811,195 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $811,195 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,037 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,037 | TotalTaxAmt |
| Distributable Before Adj | $794,158 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $794,158 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $794,158 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $761,551 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $761,551 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $794,158 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $709,900 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $761,551 | QualifyingDistributionsAmt |
| Applied To Year1 | $709,900 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,651 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $742,507 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | REV NANCY S SMITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1110 | AddressLine1Txt |
| City | SANBORNVILLE | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03872 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6172277940 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORM; 501(C)(3) STATUS SHOULD BE DOCUMENTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPT 30 ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (143 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACTION FOR BOSTON COMMUNITY DEVELOPMENT | ||||||||
| 178 TREMONT STREET | BOSTON | MA | 02111 | NONE | PC | ENRICH PROGRAM | $4,000 | |
| ACTON WAKEFIELD WATERSHEDS ALLIANCE INC | ||||||||
| PO BOX 235 | UNION | NH | 03887 | NONE | PC | GENERAL OPERATING SUPPORT | $9,000 | |
| ALEXANDER TWILIGHT ACADEMY | ||||||||
| 420 POND STREET | JAMAICA PLAIN | MA | 02130 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ANEW PLACE INC | ||||||||
| PO BOX 1481 | BURLINGTON | VT | 05402 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ARLINGTON EATS INC | ||||||||
| 117 BROADWAY SUITE A | ARLINGTON | MA | 02474 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| AROUND HEAR INC | ||||||||
| 8 EVERGREEN AVE | SOMERVILLE | MA | 02145 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ARTS COUNCIL OF TAMWORTH | ||||||||
| PO BOX 1 | TAMWORTH | NH | 03886 | NONE | PC | ARTIST IN RESIDENCY PROGRAM | $5,000 | |
| ARTS FOR LEARNING MASSACHUSETTS INC | ||||||||
| 89 SOUTH ST STE 603 | BOSTON | MA | 02111 | NONE | PC | EXPANDED ARTS ACCESS RESIDENCIES | $5,000 | |
| ARTS IN REACH | ||||||||
| PO BOX 236 | PORTSMOUTH | NH | 03802 | NONE | PC | CORE PROGRAMS | $5,000 | |
| AUDUBON VERMONT | ||||||||
| 255 SHERMAN HOLLOW ROAD | HUNTINGTON | VT | 05462 | NONE | PC | YOUTH CONSERVATION LEADERSHIP PROGRAM | $7,500 | |
| BARRY L PRICE REHABILITATION CENTER INC | ||||||||
| 27 CHRISTINA STREET SUITE 201 | NEWTON | MA | 02461 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BENJAMIN FRANKLIN CUMMINGS INSTITUTE OF TECHNOLOGY | ||||||||
| 41 BERKELEY STREET | BOSTON | MA | 02116 | NONE | PC | OFFICE OF STUDENT WELLNESS FOOD PROGRAM | $5,000 | |
| BEVERLY BOOTSTRAPS COMMUNITY SERVICES | ||||||||
| 35 PARK ST | BEVERLY | MA | 01915 | NONE | PC | FOOD ASSISTANCE PROGRAM | $5,000 | |
| BIGELOW LABORATORY FOR OCEAN SCIENCES | ||||||||
| 60 BIGELOW DR | E BOOTHBAY | ME | 04544 | NONE | PC | 2025 BLOOM PROGRAMS | $5,000 | |
| BLESSED STEPHEN BELLESINI OSA | ||||||||
| 94 BRADFORD ST | LAWRENCE | MA | 01840 | NONE | PC | AFTER SCHOOL & EVENING STUDY PROGRAM | $7,500 | |
| BOOTHBAY SEA AND SCIENCE CENTER | ||||||||
| PO BOX 332 | E BOOTHBAY | ME | 04544 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BOSTON AREA GLEANERS INC | ||||||||
| 91 MARTIN ST | ACTON | MA | 01720 | NONE | PC | FOOD ACCESS PROGRAM | $5,000 | |
| BOSTON AREA RAPE CRISIS CENTER INC | ||||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NONE | PC | CASE MANAGEMENT SUPPORT | $5,000 | |
| BOSTON ARTS ACADEMY FOUNDATION INC | ||||||||
| 126 BROOKLINE AVE 3RD FL | BOSTON | MA | 02215 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER INC | ||||||||
| 38 ASH ST | BOSTON | MA | 02111 | NONE | PC | YOUTH CENTER SUPPORT | $5,000 | |
| BOSTON MEDICAL CENTER CORPORATION | ||||||||
| OFFICE OF DEVELOPMENT 960 MASSACHUS | BOSTON | MA | 02118 | NONE | PC | NOURISHING OUR COMMUNITY PROGRAMS | $5,000 | TTS AVENUE FLOOR 2 |
| BOSTON NEIGHBORHOOD SUPPORT INC | ||||||||
| 89 SOUTH ST STE LL02 | BOSTON | MA | 02111 | NONE | PC | D/B/A HOWARD BENEVOLENT SOCIETY - EVICTION & UTILITY SHUTOFF PREVENTION PROGAMS | $5,000 | |
| BOSTON YOUTH SYMPHONY ORCHESTRA INC | ||||||||
| 855 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PC | INTENSIVE COMMUNITY PROGRAM | $5,000 | |
| BROOKVIEW HOUSE INC | ||||||||
| 2 BROOKVIEW STREET | DORCHESTER | MA | 02124 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CARROLL CENTER FOR THE BLIND INC | ||||||||
| 770 CENTRE STREET | NEWTON | MA | 02458 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CATHOLIC CHARITIES MAINE | ||||||||
| 307 CONGRESS STREET | PORTLAND | ME | 04104 | NONE | PC | GREEN CARD MEDICAL CLINIC FOR REFUGEES | $5,000 | |
| CATIE'S CLOSET INC | ||||||||
| 28 LOON HILL RD | DRACUT | MA | 01826 | NONE | PC | SOS RESPONSE PROGRAM | $5,000 | |
| CENTRE STREET FOOD PANTRY INC | ||||||||
| 11 HOMER STREET | NEWTON | MA | 02459 | NONE | PC | SERVING SENIORS | $5,000 | |
| CHAMELEON ARTS ENSEMBLE OF BOSTON INC | ||||||||
| 6 ROCKY NOOK TER | BOSTON | MA | 02130 | NONE | PC | 2025-26 SEASON PROGRAMS | $2,500 | |
| CHARLES RIVER CONSERVANCY INC | ||||||||
| 43 THORNDIKE STREET S3-3 | CAMBRIDGE | MA | 02141 | NONE | PC | STEAM EDUCATION PROGRAM | $3,000 | |
| COMMUNITY ACTION AGENCY OF SOMERVILLE INC | ||||||||
| 66-70 UNION SQUARE SUITE 104 | SOMERVILLE | MA | 02143 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| COMMUNITY FARMS OUTREACH INC | ||||||||
| PO BOX 540370 | WALTHAM | MA | 02454 | NONE | PC | FOOD ACCESS PROGRAMS | $5,000 | |
| COMMUNITY MUSIC CENTER OF BOSTON | ||||||||
| 34 WARREN AVENUE | BOSTON | MA | 02116 | NONE | PC | COMMUNITY ENGAGEMENT/YOUTH DEVELOPMENT | $4,000 | |
| COMUNIDADES ENRAIZADAS COMMUNITY | ||||||||
| 90 EVERETT AVE STE 10 | CHELSEA | MA | 02150 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CONNEXION | ||||||||
| 149 BROADWAY | SOMERVILLE | MA | 02145 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| COOLEY DICKINSON VNA & HOSPICE | ||||||||
| PO BOX 329 | NORTHAMPTON | MA | 01061 | NONE | PC | FALL PREVENTION & HOME SAFETY PROGRAMS | $5,000 | |
| CRISTO REY BOSTON HIGH SCHOOL INC | ||||||||
| 100 SAVIN HILL AVE | BOSTON | MA | 02125 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| DEMPSEY CENTERS FOR QUALITY CANCER CARE | ||||||||
| PO BOX 277 | AUBURN | ME | 04212 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| DISCOVERY MUSEUMS INC | ||||||||
| 177 MAIN ST | ACTON | MA | 01720 | NONE | PC | OPEN DOOR CONNECTIONS | $2,500 | |
| DISMAS OF VERMONT INC | ||||||||
| PO BOX 156 | HYDE PARK | VT | 05655 | NONE | PC | WOMENS DISMAS HOUSE | $5,000 | |
| EDUCATIONAL DEVELOPMENT GROUP INC | ||||||||
| 1534 TREMONT STREET | ROXBURY CROSSING | MA | 02120 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ELEANORE'S PROJECT | ||||||||
| 4231 20TH AVE S | MINNEAPOLIS | MN | 55407 | NONE | PC | WHEELCHAIR PROGRAM & DOCUMENTARY | $3,000 | |
| ELIZABETH PEABODY HOUSE ASSOCIATION | ||||||||
| 275 BROADWAY | SOMERVILLE | MA | 02145 | NONE | PC | FOOD ACCESS PROGRAM | $5,000 | |
| ENROOT INC | ||||||||
| 99 BISHOP ALLEN DR | CAMBRIDGE | MA | 02139 | NONE | PC | ORGANIZATION PROGRAMS | $5,000 | |
| FAMILIES FIRST COMMUNITY CENTER | ||||||||
| PO BOX 951 | ELLSWORTH | ME | 04605 | NONE | PC | HOMELESS PREVENTION IN WASHINGTON & HANCOCK COUNTIES | $5,000 | |
| FAMILY HEALTH PROJECT INC | ||||||||
| PO BOX 123 | MANCHESTER | MA | 01944 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| FAMILYAID BOSTON INC | ||||||||
| 3815 WASHINGTON ST | BOSTON | MA | 02130 | NONE | PC | BPS HOMELESSNESS PREVENTION PROGRAM | $5,000 | |
| FIRST UNITED BAPTIST CHURCH | ||||||||
| 99 CHURCH ST | LOWELL | MA | 01852 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| FIVE RIVERS CONSERVATION TRUST | ||||||||
| 10 FERRY ST STE 311A | CONCORD | NH | 03301 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| FOOD FOR ALL SERVICES | ||||||||
| 72 PARRIS STREET | PORTLAND | ME | 04101 | NONE | PC | HEALTH HOMES PROGRAMS | $5,000 | |
| FOOD FOR FREE COMMITTEE INC | ||||||||
| 59 INNER BELT RD | SOMERVILLE | MA | 02143 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| FOOD LINK INC | ||||||||
| 108 SUMMER ST | ARLINGTON | MA | 02474 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| FOUNDATION TO ADVANCE CATHOLIC | ||||||||
| 450 HIGHLAND AVE | FALL RIVER | MA | 02720 | NONE | PC | SCHOLARSHIP PROGRAM | $5,000 | |
| FRENCHMAN BAY CONSERVANCY | ||||||||
| 72 TIDAL FALLS ROAD | HANCOCK | ME | 04640 | NONE | PC | OUTDOOR EDUCATION | $5,000 | |
| FRIENDS OF BAXTER STATE PARK | ||||||||
| PO BOX 322 | BELFAST | ME | 04915 | NONE | PC | BAXTER YOUTH CONSERVATION CORP | $5,000 | |
| FRIENDSHIPWORKS INC | ||||||||
| 105 CHAUNCY ST | BOSTON | MA | 02111 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| GOOD SHEPHERD PARISH | ||||||||
| 151 EMERY ST | BERLIN | NH | 03570 | NONE | PC | CHURCH RESTORATION CAMPAIGN | $5,000 | |
| GREEN CAMBRIDGE INC | ||||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NONE | PC | YOUTH CAREER PATHWAYS PROGRAMS | $3,000 | |
| GREEN MOUNTAIN CLUB INC | ||||||||
| 4711 WATERBURY STOWE RD | WATERBURY CTR | VT | 05677 | NONE | PC | INCREASED HIKER EDUCATION PROGRAM | $5,000 | |
| GREEN MOUNTAIN CONSERVATION GROUP | ||||||||
| 236 HUNTRESS BRIDGE RD | EFFINGHAM | NH | 03882 | NONE | PC | ONE AQUIFER WATERSHED EDUCATION INITIATIVE PHASE III | $3,500 | |
| GROUNDWORK SOMERVILLE | ||||||||
| 337 SOMERVILLE AVENUE 2B | SOMERVILLE | MA | 02143 | NONE | PC | GREEN TEAM YOUTH EMPLOYMENT PROGRAM | $3,000 | |
| HABITAT FOR HUMANITY GREATER BOSTON INC | ||||||||
| 434 MASSACHUSETTS AVENUE SUITE 201 | BOSTON | MA | 02118 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| HALEY HOUSE INC | ||||||||
| 23 DARTMOUTH ST | BOSTON | MA | 02116 | NONE | PC | FOOD & MEALS PROGRAM | $5,000 | |
| HARBOR HOMES INC | ||||||||
| 77 NORTHEASTERN BLVD | NASHUA | NH | 03062 | NONE | PC | SUPPORT FOR CYNTHIA DAY FAMILY CENTER | $5,000 | |
| HAVEN PROJECT INC | ||||||||
| 57 MUNROE ST | LYNN | MA | 01901 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HEALTHY WALTHAM | ||||||||
| 510 MOODY ST | WALTHAM | MA | 02453 | NONE | PC | HEALTHY WALTHAM FOOD PANTRY PROGRAM | $5,000 | |
| HEARTH INC | ||||||||
| 1640 WASHINGTON ST | BOSTON | MA | 02118 | NONE | PC | PREVENTION PROGRAMS SUPPORT | $5,000 | |
| HILDEBRAND FAMILY SELF HELP CENTER INC | ||||||||
| 614 MASSACHUSETTS AVENUE THIRD | CAMBRIDGE | MA | 02139 | NONE | PC | FOOD ACCESS PROGRAM | $5,000 | FLOOR |
| HOME HEALTH & HOSPICE CARE | ||||||||
| 7 EXECUTIVE PARK DR | MERRIMACK | NH | 03054 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HORIZONS FOR HOMELESS CHILDREN INC | ||||||||
| 1785 COLUMBUS AVE | ROXBURY | MA | 02119 | NONE | PC | NUTRITION FOR CHILDREN PROGRAM | $5,000 | |
| HUNGER FREE VERMONT | ||||||||
| 38 EASTWOOD DRIVE SUITE 100 | SOUTH BURLINGTON | VT | 05403 | NONE | PC | ENDING CHILDHOOD HUNGER PROGRAM | $5,000 | |
| INQUILINOS BORICUAS EN ACCION INC | ||||||||
| 2 SAN JUAN ST | BOSTON | MA | 02118 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| INTERFAITH SOCIAL SERVICES INC | ||||||||
| 105 ADAMS STREET | QUINCY | MA | 02169 | NONE | PC | FOOD PANTRY SUPPORT | $5,000 | |
| INTERNATIONAL INSTITUTE OF NEW ENGLAND | ||||||||
| 2 BOYLSTON ST 3RD FL | BOSTON | MA | 02116 | NONE | PC | W.I.N. PROGRAM | $5,000 | |
| JOHN W GRAHAM EMERGENCY SHELTER | ||||||||
| 66 MAIN ST | VERGENNES | VT | 05491 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| LAKE CHAMPLAIN CHAMBER MUSIC FESTIVAL | ||||||||
| 20 WINOOSKI FALLS WAY STE 7 | WINOOSKI | VT | 05404 | NONE | PC | ONE STRINGS PROGRAM | $4,500 | |
| LUCY'S LOVE BUS CHARITABLE TRUST | ||||||||
| PO BOX 464 | AMESBURY | MA | 01913 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| LYNN SHELTER ASSOCIATION INC | ||||||||
| 181 UNION STREET SUITE LL 102 | LYNN | MA | 01901 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MAB COMMUNITY SERVICES INC | ||||||||
| 29 DENBY RD | ALLSTON | MA | 02134 | NONE | PC | VOLUNTEER PROGRAM SUPPORT | $2,500 | |
| MABEL CENTER FOR IMMIGRANT JUSTICE | ||||||||
| 200 PORTLAND ST 5TH FL | BOSTON | MA | 02114 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MAINE APPALACHIAN TRAIL CLUB INC | ||||||||
| PO BOX 7564 | PORTLAND | ME | 04112 | NONE | PC | CLUB EDUCATION PROGRAMS | $5,000 | |
| MANOMET INC | ||||||||
| PO BOX 1770 | MANOMET | MA | 02345 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MANSHIP ARTIST RESIDENCE AND STUDIOS INC | ||||||||
| PO BOX 7071 | GLOUCESTER | MA | 01930 | NONE | PC | HISTORICAL RENOVATIONS | $5,000 | |
| MASSACHUSETTS COALITION FOR THE HOMELESS INC | ||||||||
| 73 BUFFUM ST | LYNN | MA | 01902 | NONE | PC | CASA PROJECT - BIRTH TO BIG KID INITIATIVE | $3,000 | |
| MATER DEI PARISH CHARITABLE TRUST | ||||||||
| 191 CLERMONT TERRACE | NEWPORT | VT | 05855 | NONE | PC | BRIDGING RESOURCES TO THE NORTHEAST KINGDOM POPULATION | $5,000 | |
| MAVERICK LANDING COMMUNITY SERVICES INC | ||||||||
| 31 LIVERPOOL STREET | EAST BOSTON | MA | 02128 | NONE | PC | FOOD DISTRIBUTION | $4,000 | |
| MERRIMACK VALLEY FOOD BANK INC | ||||||||
| 1703 MIDDLESEX ST | LOWELL | MA | 01851 | NONE | PC | FOOD DISTRIBUTION | $5,000 | |
| MILTON ACADEMY | ||||||||
| 151 MOUNTAIN SCHOOL RD | VERSHIRE | VT | 05079 | NONE | PC | VERSHIRE VERMONT LOCAL HISTORY | $1,500 | |
| MISSION OF DEEDS INC | ||||||||
| 6 CHAPIN AVE | READING | MA | 01867 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MOOSE MOUNTAINS REGIONAL GREENWAYS | ||||||||
| PO BOX 191 | UNION | NH | 03887 | NONE | PC | HRABA FOREST PROJECT | $2,500 | |
| MYSTIC RIVER WATERSHED ASSOCIATION INC | ||||||||
| 23 MAPLE ST | ARLINGTON | MA | 02476 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MYSTIC VALLEY ELDER SERVICES | ||||||||
| 300 COMMERCIAL STREET 19 | MALDEN | MA | 02148 | NONE | PC | WELLNESS PROGRAMS | $5,000 | |
| NASHUA RIVER WATERSHED ASSOCIATION INC | ||||||||
| 592 MAIN ST | GROTON | MA | 01450 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NATIVITY PREP BOSTON | ||||||||
| 39 LAMARTINE STREET | JAMAICA PLAIN | MA | 02130 | NONE | PC | STEM PROGRAM | $5,000 | |
| NATURAL RESOURCES COUNCIL INC | ||||||||
| 3 WADE ST | AUGUSTA | ME | 04330 | NONE | PC | GENERAL OPERATING SUPPORT | $9,000 | |
| NEW ENGLAND FORESTRY FOUNDATION INC | ||||||||
| PO BOX 1346 | LITTLETON | MA | 01460 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NEW HAMPSHIRE CATHOLIC CHARITIES INC | ||||||||
| 100 WILLIAM LOEB DR UNIT 3 | MANCHESTER | NH | 03109 | NONE | PC | CAREGIVERS PROGRAM | $5,000 | |
| NEW HAMPSHIRE PROJECT LEARNING TREE | ||||||||
| 54 PORTSMOUTH ST | CONCORD | NH | 03301 | NONE | PC | NH PROJECT LEARNING TREE-FY2025 EDUCATIONAL INITIATIVES | $7,500 | |
| NORTH BENNET STREET SCHOOL | ||||||||
| 150 NORTH ST | BOSTON | MA | 02109 | NONE | PC | GENERAL SCHOLARSHIPS | $6,000 | |
| NORTH END COMMUNITY HEALTH COMMITTEE INC | ||||||||
| 332 HANOVER STREET | BOSTON | MA | 02113 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NORWELL VISITING NURSE ASSOCIATION INC | ||||||||
| 120 LONGWATER DR | NORWELL | MA | 02061 | NONE | PC | PAT ROCHE HOSPICE HOME & MUSIC THERAPY PROGRAM | $5,000 | |
| OLD NORTH FOUNDATION OF BOSTON INC DBA OLD NORTH ILLUMINATED | ||||||||
| 193 SALEM ST | BOSTON | MA | 02113 | NONE | PC | CLASSROOM CURRICULA EXPANSION | $2,500 | |
| ON THE RISE INC | ||||||||
| 341 BROADWAY | CAMBRIDGE | MA | 02139 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| PATHWAYS VERMONT INC | ||||||||
| 1 KENNEDY DR STE L2 | S BURLINGTON | VT | 05403 | NONE | PC | PATHWAYS VERMONT COMMUNITY CENTER - DAILY LUNCH | $5,000 | |
| PATHWAYS ADULT EDUCATION AND TRAINING INC | ||||||||
| 330 LYNNWAY SUITE 302 | LYNN | MA | 01902 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PISCATAQUOG LAND CONSERVANCY | ||||||||
| 5A MILL ST | NEW BOSTON | NH | 03070 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PRESERVATION TRUST OF VERMONT INC | ||||||||
| 90 MAPLE ST | MONTPELIER | VT | 05602 | NONE | PC | CHURCHES & SACRED PLACES - PRESERVATION RETREAT & SITE VISITS | $5,400 | |
| QUINCY COMMUNITY ACTION PROGRAMS INC | ||||||||
| 1509 HANCOCK STREET | QUINCY | MA | 02169 | NONE | PC | SW COMMUNITY FOOD CENTER | $5,000 | |
| RAW ART WORKS INC | ||||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| RIA INC | ||||||||
| 330 COCHITUATE RD 1784 | FRAMINGHAM | MA | 01701 | NONE | PC | SHEFUND | $4,000 | |
| ROGERSON COMMUNITIES | ||||||||
| 1 FLORENCE ST | ROSLINDALE | MA | 02131 | NONE | PC | MUSIC THERAPY PROGRAM | $4,500 | |
| ROSIE'S PLACE INC | ||||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NONE | PC | FOOD PROGRAM SUPPORT | $5,000 | |
| SAGE MOUNTAIN BOTANICAL SANCTUARY | ||||||||
| PO BOX 420 | EAST BARRE | VT | 05649 | NONE | PC | AFTERSCHOOL IN NATURE PROGRAM | $5,000 | |
| SAINT FRANCIS HOUSE INC | ||||||||
| 7 BOYLSTON SQ | BOSTON | MA | 02116 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SCHOOL ON WHEELS OF MASSACHUSETTS INC | ||||||||
| 100 LAUREL ST STE 121 | E BRIDGEWATER | MA | 02333 | NONE | PC | PATHWAYS TO SUCCESS | $5,000 | |
| SECOND STEP INC | ||||||||
| PO BOX 600213 | NEWTONVILLE | MA | 02460 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SHARE OUTREACH INC | ||||||||
| 1 COLUMBUS AVE | MILFORD | NH | 03055 | NONE | PC | FOOD PROGRAMS | $5,000 | |
| SHELTER MUSIC BOSTON INC | ||||||||
| 1337 MASSACHUSETTS AVE 116 | ARLINGTON | MA | 02476 | NONE | PC | CHILDRENS PROGRAMS | $5,000 | |
| SLATE VALLEY CARES INC | ||||||||
| 49 MAIN ST STE 1 | FAIR HAVEN | VT | 05743 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SOCIEDAD LATINA INC | ||||||||
| 1530 TREMONT ST | ROXBURY | MA | 02120 | NONE | PC | YOUTH ARTISTS MASTERY PROGRAM | $2,500 | |
| SOCIETY FOR THE PROTECTION OF NEW HAMPSHIRE FORESTS | ||||||||
| 54 PORTSMOUTH ST | CONCORD | NH | 03301 | NONE | PC | MORRILL DAIRY FARM CONSERVATION EASEMENT | $10,000 | |
| SOUTH SHORE YMCA | ||||||||
| 79 CODDINGTON STREET | QUINCY | MA | 02169 | NONE | PC | GERMANTOWN FOOD PANTRY | $2,500 | |
| SOUTHEAST LAND TRUST OF NEW HAMPSHIRE | ||||||||
| 247 NORTH RIVER RD | EPPING | NH | 03042 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SOUTHERN NE CONFERENCE OF THE UNITED CHURCH OF CHRIST | ||||||||
| 1 BADGER RD | FRAMINGHAM | MA | 01702 | NONE | PC | PILGRIM DAY CAMP NATURE EXPLORERS | $2,500 | |
| SPOONFULS INC | ||||||||
| 189 WELLS AVE STE 100 | NEWTON | MA | 02459 | NONE | PC | FOOD RECOVERY & HUNGER RELIEF IN MA | $5,000 | |
| ST MARYS CENTER FOR WOMEN AND CHILDREN | ||||||||
| 90 CUSHING AVE | DORCHESTER | MA | 02125 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| STUDENT CLINIC FOR IMMIGRANT JUSTICE INC | ||||||||
| 217 HANOVER ST 320 | BOSTON | MA | 02113 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| TEDFORD HOUSING | ||||||||
| PO BOX 958 | BRUNSWICK | ME | 04011 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE GREATER BOSTON FOOD BANK INC | ||||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE OPEN DOOR CAPE ANN FOOD PANTRY INC DBA THE OPEN DOOR | ||||||||
| 28 EMERSON AVE | GLOUCESTER | MA | 01930 | NONE | PC | FOOD PROGRAM | $5,000 | |
| THE SALEM PANTRY INC | ||||||||
| PO BOX 295 | SALEM | MA | 01970 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| TRINITY BOSTON CONNECTS | ||||||||
| 206 CLARENDON ST | BOSTON | MA | 02116 | NONE | PC | EDUCATION PROGRAMS | $6,000 | |
| TRUST FOR PUBLIC LAND | ||||||||
| 3 SHIPMAN PL | MONTPELIER | VT | 05602 | NONE | PC | NORTHERN NE CHAPTER CONSERVATION PROGRAMS | $9,000 | |
| TRUSTEES OF ELIOT SCHOOL | ||||||||
| 24 ELIOT ST | BOSTON | MA | 02130 | NONE | PC | TEEN BRIDGE | $5,000 | |
| UPPER VALLEY HAVEN INC | ||||||||
| 713 HARTFORD AVE | WHITE RIVER JUNCTION | VT | 05001 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| VERMONT LAND TRUST INC | ||||||||
| 8 BAILEY AVE | MONTPELIER | VT | 05602 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| VERMONT NATURAL RESOURCES COUNCIL INC | ||||||||
| 11 BALDWIN ST | MONTPELIER | VT | 05602 | NONE | PC | ASSISTANCE FOR FORESTLAND OWNERS | $7,500 | |
| VIETNAM VETERANS WORKSHOP INC | ||||||||
| 17 COURT STREET | BOSTON | MA | 02108 | NONE | PC | VETERAN WELLNESS PROGRAMS | $5,000 | |
| WAYPOINT | ||||||||
| 464 CHESTNUT STREET | MANCHESTER | NH | 03105 | NONE | PC | ARTIST IN RESIDENCY SUPPORT | $5,000 | |
| WELCOME PROJECT INC | ||||||||
| 530 MYSTIC AVENUE 111 | SOMERVILLE | MA | 02145 | NONE | PC | LIAISON INTERPRETER PROGRAM | $2,500 | |
| WILLING HANDS ENTERPRISES | ||||||||
| 198 CHURCH STREET | NORWICH | VT | 05055 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| WOMEN'S LUNCH PLACE INC | ||||||||
| PO BOX 170900 | BOSTON | MA | 02117 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ZUMIX INC | ||||||||
| 260 SUMMER ST | E BOSTON | MA | 02128 | NONE | PC | HANDS ON CREATIVE YOUTH DEVELOPMENT PROGRAM | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $714,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,997 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $391,968 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $871,576 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,275,541 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,275,541 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES | CategoryTxt |
| Amt | $9,803 | Amt |
| Net Investment Income | $4,902 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,901 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3,000 SHRS ABBOTT LABS | $65,059 | $375,870 |
| 3,000 SHRS ABBVIE INC COM | $70,550 | $685,470 |
| 13,000 SHRS AT&T INC | $146,337 | $322,920 |
| 7,000 SHRS BRISTOL MYERS SQUIBB CO | $91,935 | $377,580 |
| 3,500 SHRS CHEVRON CORP | $120,044 | $533,435 |
| 4,000 SHRS DUKE ENERGY CORP NEW | $138,017 | $468,840 |
| 3,070 SHRS ENBRIDGE INC CAD | $44,027 | $146,838 |
| 5,000 SHRS EXXON MOBIL CORP | $82,863 | $601,700 |
| 2,500 SHRS IDACORP INC | $72,363 | $316,400 |
| 2,000 SHRS INTEL CORP | $44,261 | $73,800 |
| 1,500 SHRS IBM | $60,609 | $444,315 |
| 4,000 SHRS JOHNSON & JOHNSON COM | $49,074 | $827,800 |
| 5,500 SHRS JPMORGAN CHASE & CO | $135,624 | $1,772,210 |
| 1,500 SHRS KIMBERLY CLARK CORP | $24,137 | $151,335 |
| 6,000 SHRS MERCK & CO INC NEW COM | $79,506 | $631,560 |
| 2,000 SHRS MICROSOFT CORP | $47,791 | $967,240 |
| 7,000 SHRS PFIZER INC | $44,169 | $174,300 |
| 3,200 SHRS PROCTER & GAMBLE CO | $36,935 | $458,592 |
| 6,000 SHRS ROYAL DUTCH SHELL PLC CL A | $147,270 | $440,880 |
| 1,500 SHARES STATE STREET CORP | $53,179 | $193,515 |
| 2,000 SHRS TRANSCANADA CORP | $59,628 | $110,020 |
| 8,000 SHRS VERIZON COMMUNICATIONS INC | $206,060 | $325,840 |
| 2,000 SHRS WALT DISNEY CO | $20,393 | $227,540 |
| 1,000 SHRS ZIMMER BIOMET HOLDINGS INC | $24,672 | $89,920 |
| 760 SHRS CORTEVA INC | $13,237 | $50,943 |
| 760 SHRS DOW INC | $25,849 | $17,769 |
| 760 SHRS DUPONT DE NEMOURS INC | $15,593 | $30,552 |
| 1794 SHRS EVERGY INC | $73,437 | $130,047 |
| 868 SHRS VIATRIS INC | $2,424 | $10,807 |
| 300 SHRS KYNDRYL HOLDINGS INC | $2,646 | $7,968 |
| 3,144 SHRS WARNER BROS DISCOVERY INC | $44,895 | $90,610 |
| 400 SHRS SOUTH BOW CORP | $5,864 | $10,988 |
| 3,000 SHRS LILLY ELI & CO | $42,405 | $3,224,040 |
| 1000 SHRS MAGNUM ICE CREAM CO EUR | $3,392 | $15,850 |
| 380 SHRS QNITY ELECTRONICS INC | $22,340 | $31,027 |
| 4444 SHRS UNILEVER PLC AMER SHS | $61,564 | $290,638 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $495,492 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $496,567 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 91957.122 SHRS ALLSPRING ABSOLUTE RETURN FUND CLASS A | AT COST | $1,024,586 | $1,013,367 |
| 82025.559 SHRS UBS GLOBAL ALLOCATION FD CL A | AT COST | $1,014,570 | $1,078,636 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES | CategoryTxt |
| Legal Fees | $30,000 | LegalFeesAmt |
| Net Investment Income | $15,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA PC FILING FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,469 | $3,469 | $0 |
| FEDERAL ESTIMATED TAXES | $12,000 | $0 | $0 |
| FEDERAL BALANCE DUE PRIOR YEAR | $6,528 | $0 | $0 |
Comments