FOUNDATION M: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION M (EIN 04-3559359)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-12
IRS object ID
202631329349102983
Schema version
2024v5.5
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)
Return2026-05-12T13:22:48-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043191789PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MP PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Monarch Pl Ste 900AddressLine1Txt
CitySpringfieldCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01144ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043559359EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Foundation MBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone9784759028PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O Box 3219AddressLine1Txt
CityAndoverCityNm
State AbbreviationMAStateAbbreviationCd
ZIP018100804ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCASPER MARTINPersonNm
Person TitleTrusteePersonTitleTxt
Phone9784759028PhoneNum
Signature2026-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLisa G BehanPreparerPersonNm
PTINP00633676PTIN
Phone4137391800PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,661,723FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,859,271ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$22,359InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$22,359InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$403,634DividendsRevAndExpnssAmt
Dividends Net Invst Incm$403,634DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$673,910NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$673,910CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$20,040OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$20,040OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,939,134TotalRevAndExpnssAmt
Total Net Invst Incm$1,079,863TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$8,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$4,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$4,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$14,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$97,513OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$97,513OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,192TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,584TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$466OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$36OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$124,671TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$112,383TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$922,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$922,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,046,671TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$112,383TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$926,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,892,463ExcessRevenueOverExpensesAmt
Net Investment Income$967,480NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$52,369CashBOYAmt
Cash EOY$26,283CashEOYAmt
Cash EOYFMV$26,283CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,322,864SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,619,899SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,619,899SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$324,735USGovernmentObligationsBOYAmt
US Government Obligations EOY$655,355USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$652,926USGovtObligationsEOYFMVAmt
Corporate Stock BOY$7,843,868CorporateStockBOYAmt
Corporate Stock EOY$10,011,210CorporateStockEOYAmt
Corporate Stock EOYFMV$16,644,377CorporateStockEOYFMVAmt
Corporate Bonds BOY$725,073CorporateBondsBOYAmt
Corporate Bonds EOY$860,390CorporateBondsEOYAmt
Corporate Bonds EOYFMV$849,330CorporateBondsEOYFMVAmt
Other Investments BOY$124,952OtherInvestmentsBOYAmt
Other Investments EOY$249,977OtherInvestmentsEOYAmt
Other Investments EOYFMV$246,373OtherInvestmentsEOYFMVAmt
Other Assets BOY$759,325OtherAssetsBOYAmt
Other Assets EOY$622,535OtherAssetsEOYAmt
Other Assets EOYFMV$622,535OtherAssetsEOYFMVAmt
Total Assets BOY$13,153,186TotalAssetsBOYAmt
Total Assets EOY$16,045,649TotalAssetsEOYAmt
Total Assets EOYFMV$22,661,723TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$13,153,186RetainedEarningBOYAmt
Retained Earning EOY$16,045,649RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,153,186TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,045,649TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,153,186TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,045,649TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,153,186TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,892,463ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$16,045,649SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$16,045,649TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES$676,331$676,331
PUBLICLY TRADED SECURITIES-$2,421-$2,421
FieldValueIRS element (for citing)
Capital Gain Net Income$673,910CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,448InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13,448SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13,448TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,349EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$8,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$28,349TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$14,901OverpaymentAmt
Applied To ES Tax$14,901AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCasper MartinIndividualWithBooksNm
Phone6172269999PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O Reynders McVeigh 10 Post OfficeAddressLine1Txt
Address Line2Sq Suite 1010AddressLine2Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CASPER MARTIN
C/O REYNDERS MCVEIGH 10 POST OFFICESQ STE 1010BOSTONMA02109TRUSTEE2.00$0$0$0
LINDA WOOLFORD
C/O REYNDERS MCVEIGH 10 POST OFFICESQ STE 1010BOSTONMA02109TRUSTEE8.00$8,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$17,239,646AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,726,953AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,966,599TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$20,966,599AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$314,499CashDeemedCharitableAmt
Net Vl Noncharitable Assets$20,652,100NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,032,605MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,032,605MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,448TaxBasedOnInvestmentIncomeAmt
Income Tax$6,846IncomeTaxAmt
Total Tax$20,294TotalTaxAmt
Distributable Before Adj$1,012,311DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,012,311DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,012,311DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$926,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$926,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,012,311DistributableAsAdjustedAmt
Undistributed Income PY$893,076UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$926,000QualifyingDistributionsAmt
Applied To Year1$893,076AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$32,924AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$979,387UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCASPER MARTINContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACLU
125 Broad Street 18th FlNew YorkNY10004General Purpose$20,000
Adolescent Consultation Services
189 Cambridge StreetCambridgeMA02141General Purpose$5,000
American Red Cross
431 18th Street NWWashingtonDC20006General Purpose$10,000
Americares
88 Hamilton AveStamfordCT06902Turkey/Ukraine$10,000
Animal Legal Defense Fund
525 East Cotati AveCotatiCA94931General Purpose$4,000
Animal Rescue League of Boston
10 Chandler StreetBostonMA02116General Purpose$6,000
Appalachian Mountain Club
10 City SquareBostonMA02129Barnard Tract Project$50,000
ASPCA
PO Box 96929WashingtonDC200906929General Purpose$10,000
Audubon Vermont
255 Sherman Hollow RoadHuntingtonVT05462Working Lands Conservation Initiative$35,000
Berkshire Family YMCA
292 North StPittsfieldMA01201General Purpose$7,500
Best Friends Animal Society
5001 Angel Canyon RoadKanabUT84741General Purpose$5,000
Boston Area Gleaners
91 Martin StreetActonMA01720Food Pantry$6,000
Boston University (WBUR)
890 Commonwealth AveBostonMA02215WBUR Underwriting$10,000
Boys & Girls Club of Lawrence
136 Water StreetLawrenceMA01841General Purpose$12,000
Boys & Girls Club of Lynn
25 North Common StreetLynnMA01902After School Art Program$7,000
Bread & Roses
58 Newbury StreetLawrenceMA01840General Purpose$10,000
Charity Navigator
299 Market Street Ste 250Saddle BrookNJ07663General Purpose$7,000
Community Inroads
190 Academy RoadNorth AndoverMA01845General Purpose$7,000
Community Servings
179 Armory StJamaica PlainMA02130General Purpose$8,000
Daily Table
120 Washington StDorchesterMA02124Food Pantry$6,000
Danielson Institute
185 Bay RoadBostonMA02215General Purpose$10,000
Defenders of Wildlife
1130 17th Street NWWashingtonDC20036General Purpose$4,000
Dismas House
PO Box 30125WorcesterMA01603Initiative at Farm$9,000
Doctors Without Borders
333 Seventh Ave 2nd FlNew YorkNY10001Turkey/Syria$15,000
Education Comes First
6 Pond StreetNewtonNH03858General Purpose$5,000
Environmental Defense Fund
1875 Connecticut Ave NWWashingtonDC20009General Purpose$5,000
Equine Advocates
PO Box 354ChathamNY12037General Purpose$15,000
Essex County Community Foundation
175 Andover St Ste 101DanversMA01923Greater Lawrence Summer Fund$7,500
Families First
50 Hunt Street Ste 320WatertownMA02472Parent Leadership$9,000
Family Service Inc
430 North Canal StreetLawrenceMA01840Youth Development$10,000
Farm Sanctuary
PO Box 150Watkins GlenNY14891General Purpose$12,000
Feeding America
PO Box 96749WashingtonDC20077Food Bank$9,000
Feeding Pets Of The Homeless
710 West Washington StreetCarson CityNV897034221General Purpose$5,000
Food Bank of Western MA The
25 Carew StChicopeeMA01020Food Bank$3,000
Food for Free
11 Inman StreetCambridgeMA02139Food Pantry$9,000
Food for the World
516 Essex StLawrenceMA01841Food Pantry$8,000
Food Project The
10 Lewis StreetLincolnMA01773Food Pantry$8,000
Greater Boston Food Bank The
70 S Bay AveBostonMA02118Food Pantry$10,000
Healing Abuse
27 Congress St Ste 201SalemMA01970Domestic Violence$5,000
Humane Farming Association
PO Box 3577San RafaelCA94912General Purpose$10,000
Interfaith Social Services
105 Adams StQuincyMA02169Home Safe Program$8,000
International Fund for Animal Welfare
290 Summer StreetYarmouth PortMA02675Elephant & Atlantic Right Whale Protection$9,000
International Institute of New England
2 Boylston StreetBostonMA02116General Purpose$5,000
Ironwood Pig Sanctuary
PO Box 35490TusconAZ85740General Purpose$4,000
Lazarus House Ministries
PO Box 408LawrenceMA01842General Purpose$10,000
Live and Let Live Farm Inc
20 Paradise LaneChichesterNH03258General Purpose$3,000
Lovelane
40 Baker Bridge RoadLincolnMA01773General Purpose$3,000
Lowell Humane Society
951 Broadway StLowellMA01854General Purpose$7,000
Mass Assoc for the Blind & Vis Imp
200 Ivy StBrooklineMA02446Services for Merrimack Valley Residents$6,500
Mercy Corps
PO Box 37800BooneIA500374800General Purpose$10,000
Merrimack River Watershed Council
60 Island St 211ELawsrenceMA01840General Purpose$10,000
Merrimack Valley Food Bank
PO Box 2041LowellMA01851General Purpose$9,000
Merrimack Valley YMCA
40 Lawrence StreetLawrenceMA01810General Purpose$8,000
Merrohawke Nature School
55 Towne RoadBoxfordMA01921General Purpose$4,000
MIRA Coalition
69 Canal Street 3rd FloorBostonMA02114General Purpose$10,000
MSPCA Lawrence Cats
350 South Huntington AveBostonMA02130General Purpose$10,000
MSPCA Nevins Farm
400 BroadwayMethuenMA01844Low Cost Spay/Neuter$15,000
NAACP
PO Box 1535BrocktonMA02303Legal Defense Fund & General Purpose$20,000
National Braille Press
88 St Stephen StreetBostonMA02115General Purpose$10,000
National Public Radio
11 W 42nd StNew YorkNY10036General Purpose$18,000
National Urban League
80 Pine Street 9th FloorNew YorkNY10005General Purpose$8,000
Neighbors In Need
PO Box 447LawrenceMA01842General Purpose$9,000
New England Aquarium
Central WharfBostonMA02110Sea Turtle Rescue$15,000
New England Primate Conservancy
PO Box 23MerrimackMA01860General Purpose$6,500
Oxfam America
77 N Washington StreetBostonMA02114General Purpose$10,000
Pathways for Children
29 Emerson AveGloucesterMA01930Family Enrichment Program$10,000
People's PantryNorth Parish The
190 Academy RoadNorth AndoverMA01845Food Pantry$10,000
Pilots To The Rescue
931 Manhattan Avenue Suite 3BrooklynNY11222General Purpose$5,000
Pine Street Inn
444 Harrison AvenueBostonMA02118General Purpose$10,000
Planned Parenthood Federation of America
123 William StreetNew YorkNY10038Abortion ACcess$20,000
Project Bread
145 Border StreetBostonMA02128Food Pantry$10,000
Project Hope
66 Johnson StreetLynnMA01902General Purpose$10,000
Raices
1305 North Flores StSan AntonioTX78212General Purpose$10,000
Raising a Reader Massachusetts
9B Hamiulton Place 3rd FlBostonMA02108RAR Lawrence$9,000
Read to a Child
20 William StreetWellesleyMA02481General Purpose$5,000
RESPOND Inc
PO Box 555SomervilleMA02143General Purpose$8,000
Rosie's Place
889 Harrison AvenueBostonMA02118General Purpose$10,000
Solihten Institute
2696 So Colorado BlvdDenverCO80222General Purpose$25,000
South Church Giving Garden
41 Central StreetAndoverMA01810General Purpose$5,000
Southern Poverty Law Center
400 Washington AveMontgomeryAL36104General Purpose$7,000
The Boston Foundation
75 Arlington Street 3rd FloorBostonMA02116General Purpose$7,000
The Fine Arts Work Center
24 Pearl StreetProvincetownMA02657General Purpose$8,000
Union of Concerned Scientists
2 Brattle SquareCambridgeMA02138Clean Vehicles Program$40,000
United Negro College Fund
240 Commercial Street Unit 41BostonMA02109General Purpose$8,000
Village Food Hub
23 Clark RoadAndoverMA01810General Purpose$4,000
Waltham Fields Community Farms
240 Beaver StWalthamMA02452General Purpose$11,000
WBUR
890 Commonwealth AveBostonMA02215General Purpose$8,000
WGBH
One Guest StreetBostonMA02135General Purpose$18,000
Wikimedia Foundation
PO Box 98204WashingtonDC200908204General Purpose$6,000
Woburn Council of Social Concern Food Pantry
2 Merrimac StreetWoburnMA01801General Purpose$6,000
Women's Lunch Place
67 Newbury StreetBostonMA02116General Purpose$10,000
Woodstock Farm Sanctuary
2 Rescue RoadHigh FallsNY12440General Purpose$5,000
Xerces Society
628 NE Broadway Ste 200PortlandOR97232General Purpose$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$922,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,359ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$403,634ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$673,910ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
Commonfund Capital Partners VII41-$10,234
Windsail Credit Fund41-$9,806

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,079,863ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,079,863TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$14,500Amt
Net Investment Income$7,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDS - REYNDERSBondNm
EOY Book Value$860,390EOYBookValueAmt
EOYFMV$849,330EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COMMON STOCKS - REYNDERS$4,155,071$7,792,818
COMMON STOCK - HARRIS$5,856,139$8,851,559

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$655,355USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$652,926USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER - REYNDERSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$249,977BookValueAmt
EOYFMV$246,373EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESTMENTS - WINDSAIL CREDIT FUND$244,321$141,613$141,613
INVESTMENT - COMMONFUND CAPITAL PARTNERS$515,004$480,922$480,922

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES & OTHER FEES$164$36$0
POSTAGE$302$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Commonfund Capital Partners VII-$10,234-$10,234-$10,234
Windsail Credit Fund-$9,806-$9,806-$9,806

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT CUSTODIAN FEESCategoryTxt
Amt$97,513Amt
Net Investment Income$97,513NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$3,584$3,584$0
Domestic Taxes Paid$608$0$0

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