efile Public Visual Render
ObjectId: 202313319349100501 - Submission: 2023-11-27
TIN: 04-6384983
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0047
20
22
Open to Public Inspection
For calendar year 2022, or tax year beginning
10-01-2022
, and ending
09-30-2023
Name of foundation
GEORGE H & JANE A MIFFLIN MEMORIAL FUND
Number and street (or P.O. box number if mail is not delivered to street address)
LWC 230 CONGRESS STREET 12FL
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON
,
MA
02110
A Employer identification number
04-6384983
B
Telephone number (see instructions)
(617) 523-6531
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
65,308,125
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
110,501
118,088
4
Dividends and interest from securities
...
707,050
707,050
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
2,233,131
b
Gross sales price for all assets on line 6a
4,222,311
7
Capital gain net income (from Part IV, line 2)
...
2,234,464
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
3,050,682
3,059,602
13
Compensation of officers, directors, trustees, etc.
124,168
86,917
37,251
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
List of Attached Documents:
// Content
49,861
44,061
5,800
c
Other professional fees (attach schedule)
....
List of Attached Documents:
// Content
124,915
89,915
35,000
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
List of Attached Documents:
// Content
43,656
13,356
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
List of Attached Documents:
// Content
250
0
250
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
342,850
234,249
78,301
25
Contributions, gifts, grants paid
.......
3,349,000
3,349,000
26
Total expenses and disbursements.
Add lines 24 and 25
3,691,850
234,249
3,427,301
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-641,168
b
Net investment income
(if negative, enter -0-)
2,825,353
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2022)
Page 2
Form 990-PF (2022)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
766
280
280
2
Savings and temporary cash investments
.........
2,765,000
2,724,000
2,724,000
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
18,959,398
List of Attached Documents:
// Content
18,359,716
62,583,845
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
21,725,164
21,083,996
65,308,125
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
24,423,816
23,744,211
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
-2,698,652
-2,660,215
29
Total net assets or fund balances
(see instructions)
.....
21,725,164
21,083,996
30
Total liabilities and net assets/fund balances
(see instructions)
.
21,725,164
21,083,996
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
21,725,164
2
Enter amount from Part I, line 27a
.....................
2
-641,168
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
21,083,996
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
21,083,996
Form
990-PF
(2022)
Page 3
Form 990-PF (2022)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
PUBLICLY TRADED SECURITIES
P
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
4,222,311
1,987,847
2,234,464
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
2,234,464
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
2,234,464
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Form
990-PF
(2022)
Page 4
Form 990-PF (2022)
Page
4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
1
39,272
b
All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
39,272
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
39,272
6
Credits/Payments:
a
2022 estimated tax payments and 2021 overpayment credited to 2022
6a
41,656
b
Exempt foreign organizations—tax withheld at source
......
6b
0
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
..........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
41,656
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2221 is attached.
List of Attached Documents:
// Content
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
2,384
11
Enter the amount of line 10 to be:
Credited to 2023 estimated tax
2,384
Refunded
11
0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
.........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XIV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2022)
Page 5
Form 990-PF (2022)
Page
5
Part VI-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
HTTP://MIFFLINMEMORIALFUND.ORG
14
The books are in care of
LORING WOLCOTT COOLIDGE TRUST LLC
Telephone no.
(617) 523-6531
Located at
230 CONGRESS STREET
BOSTON
MA
ZIP+4
02110
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
0
16
At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
...........
1a(1)
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
..............................
1a(2)
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
...........
1a(3)
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
............
1a(4)
Yes
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
......................
1a(5)
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
...............
1a(6)
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
..........
1b
No
c
Organizations relying on a current notice regarding disaster assistance check here
........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022?
.............
1d
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?
....................
2a
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
..............................
3a
No
b
If "Yes," did it have excess business holdings in 2022 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2022.)
.....................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022?
..
4b
No
Form
990-PF
(2022)
Page 6
Form 990-PF (2022)
Page
6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
..........
5a(1)
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
....................
5a(2)
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
.............
5a(3)
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
........................
5a(4)
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.............
5a(5)
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
........
5b
c
Organizations relying on a current notice regarding disaster assistance check
.........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
.................
5d
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.............................
6a
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
.....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.........................
8
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
LAWRENCE COOLIDGE
TRUSTEE
1.00
41,382
0
0
230 CONGRESS STREET
BOSTON
,
MA
02110
C-F DAVID BOIT
TRUSTEE
1.00
41,382
0
0
230 CONGRESS STREET
BOSTON
,
MA
02110
THOMAS R APPLETON
TRUSTEE
1.00
41,404
0
0
230 CONGRESS STREET
BOSTON
,
MA
02110
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2022)
Page 7
Form 990-PF (2022)
Page
7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part VIII-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2022)
Page 8
Form 990-PF (2022)
Page
8
Part IX
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
61,762,658
b
Average of monthly cash balances
.......................
1b
2,708,849
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
64,471,507
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
64,471,507
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
967,073
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
63,504,434
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
3,175,222
Part X
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part IX, line 6
..................
1
3,175,222
2a
Tax on investment income for 2022 from Part V, line 5
.......
2a
39,272
b
Income tax for 2022. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
39,272
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
3,135,950
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
3,135,950
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1
...
7
3,135,950
Part XI
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
3,427,301
b
Program-related investments—total from Part VIII-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part XII, line 4.
.......
4
3,427,301
Form
990-PF
(2022)
Page 9
Form 990-PF (2022)
Page
9
Part XII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1
Distributable amount for 2022 from Part X, line 7
3,135,950
2
Undistributed income, if any, as of the end of 2022:
a
Enter amount for 2021 only
.......
3,346,629
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2022:
a
From 2017
......
b
From 2018
......
c
From 2019
......
d
From 2020
......
e
From 2021
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2022 from Part
XI, line 4:
$
3,427,301
a
Applied to 2021, but not more than line 2a
3,346,629
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2022 distributable amount
.....
80,672
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2022.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023
..........
3,055,278
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2018
....
b
Excess from 2019
....
c
Excess from 2020
....
d
Excess from 2021
....
e
Excess from 2022
....
Form
990-PF
(2022)
Page 10
Form 990-PF (2022)
Page
10
Part XIII
Private Operating Foundations
(see instructions and Part VI-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2022, enter the date of the ruling
......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2022
(b)
2021
(c)
2020
(d)
2019
b
85% (0.85) of line 2a
.........
c
Qualifying distributions from Part XI,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed
..
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
LAWRENCE COOLIDGE
C/OLORINGWOLCOTT COOLIDGE 230
CONGRESS ST
BOSTON
,
MA
02110
(617) 523-6531
b
The form in which applications should be submitted and information and materials they should include:
WHEN APPLYING SEND THE FOLLOWING: PROPOSAL OF ORGANIZATION; FUNDING FOR; AMOUNT; PROJECT BUDGET; RECENT FINACIAL STATEMENTS; IRS EXEMPT STATUS LETTER; ACCURATE FINANCIAL DATA WHICH MEASURE THE SUCCESS OF THE PROGRAM; AND LAST 2 YEARS OF INCOME STATEMENT AND BALANCE SHEET.
c
Any submission deadlines:
DEADLINES FOR APPLICATION AND SUBSEQUENT REPORTING OCTOBER 1ST THROUGH APRIL 15TH.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE MIFFLIN FUND GIVES GRANTS PRIMARILY IN THE HUMAN SERVICES AND EDUCATIONAL AREAS,FOCUSING ON LOW INCOME AND MINORITY POPULATIONS. GRANTS ARE ALSO GIVEN TO ENVIRONMENTAL/CONSERVATION ORGANIZATIONS WITH OCCASIONAL GRANTS TO CULTURAL ORGANIZATIONS FOR SPECIAL PURPOSES.
Form
990-PF
(2022)
Page 11
Form 990-PF (2022)
Page
11
Part XIV
Supplementary Information
(continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ACADEMY OF THE PACIFIC RIM CHARTER SCHOOL
1 WESTINGHOUSE PLAZA BUILDING B
HYDE PARK
,
MA
02136
NONE
PC
TRANSFORMATION PLAN
50,000
ALASKA CONSERVATION FOUNDATION
1227 W 9TH AVENUE SUITE 300
ANCHORAGE
,
AK
99501
NONE
PC
ALASKA MINING IMPACTS COLLECTIVE ED ROUNDTABLE
50,000
ALASKA MARINE CONSERVATION COUNCIL
PO BOX 2190
HOMER
,
AK
99603
NONE
PC
FISHERIES CONSERVATION IN THE NORTH PACIFIC
10,000
ALMA DEL MAR FOUNDATION
515 BELLEVILLE AVE
NEW BEDFORD
,
MA
02746
NONE
PC
STAFF APPRECIATION AND RETENTION EFFORTS
50,000
ARGOSY COLLEGIATE CHARTER SCHOOL
240 DOVER STREET
FALL RIVER
,
MA
02724
NONE
PC
CULINARY ARTS LAB INSTALLATION FOR EARLY COLLEGE
25,000
BANGOR REGION YMCA
17 SECOND STREET
BANGOR
,
ME
04401
NONE
PC
A HUMAN SERVICE AND EDUCATIONAL CAPITAL BUILDING PROJECT FOR LOW INCOME, UNDER-SERVED AND OTHER MAINE RESIDENTS
20,000
BERKSHIRE ARTS AND TECHNOLOGY CH P SCH
ONE COMMERCIAL STREET
ADAMS
,
MA
01220
NONE
PC
OUT OF SCHOOL TIME PROGRAM
10,000
BLESSED STEPHEN BELLESINI OSA ACADEMY
PO BOX 1021
LAWRENCE
,
MA
01842
NONE
PC
STUDENT SPONSORSHIP
50,000
BOSTON AREA GLEANERS
91 MARTIN ST
ACTON
,
MA
01720
NONE
PC
FOOD ACCESS PROGRAM
25,000
BOSTON DEBATE LEAGUE
1542 TREMONT STREET
BOSTON
,
MA
02120
NONE
PC
AFTER SCHOOL DEBATE
15,000
BOTTOM LINE INC
500 ARMORY STREET
BOSTON
,
MA
02130
NONE
PC
MASSACHUSETTS GENERAL OPERATIONS
80,000
BREAD AND ROSES INC
58 NEWBURY STREET
LAWRENCE
,
MA
01840
NONE
PC
FOOD RESCUE AND FOOD OUTREACH IN LAWRENCE
10,000
BREAKTHROUGH GREATER BOSTON
PO BOX 381486
CAMBRIDGE
,
MA
02238
NONE
PC
GEOGRAPHIC AND PROGRAMMATIC EXPANSION.
10,000
BRIDGE BOSTON CHARTER SCHOOL
435 WARREN STREET
ROXBURY
,
MA
02119
NONE
PC
STRATEGIC PLANS TO TARGET COVID LEARNING LOSS
30,000
CODE SQUAD INC
7 BIGELOW STREET APT 1
SOMERVILLE
,
MA
02143
NONE
PC
2024 BOOTCAMP
20,000
CONSERVATION LAW FOUNDATION
62 SUMMER STREET
BOSTON
,
MA
02110
NONE
PC
OCEAN CONSERVATION, CLEAN ENERGY AND CLIMATE
150,000
CONSERVATORY LAB FOUNDATION
395 COLUMBIA ROAD
DORCHESTER
,
MA
02125
NONE
PC
EL SISTEMA
25,000
COOK INLETKEEPER
3734 BEN WALTERS LANE
HOMER
,
AK
99603
NONE
PC
SHIFTING THE NARRATIVE AND OUR FUTURE
10,000
CRISTO REY BOSTON HIGH SCHOOL
100 SAVING HILL AVENUE
BOSTON
,
MA
02125
NONE
PC
GENERAL OPERATING
25,000
DISMAS HOUSE OF MASSACHUSETTS INC
PO BOX 30125
WORCESTER
,
MA
01603
NONE
PC
FOR BAR NONE
25,000
EAST QUABIN LAND TRUST INC
PO BOX 5
HARDWICK
,
MA
01037
NONE
PC
GREAT LAKES CAMP CONSERVATION ACQUISITION
15,000
EDUCATION REFORM NOW
276 5TH AVENUE SUITE 704 915
NEW YORK
,
NY
10001
NONE
PC
ERNA MA OPERATIONS
25,000
EDUCATORS FOR EXCELLENCE-BOSTON
121 EAST BERKELEY STREET FLOOR 2
BOSTON
,
MA
02118
NONE
PC
ELEVATING EDUCATOR VOICE
100,000
FISHTANK LEARNING INC
769 CENTRE STREET
JAMAICA PLAIN
,
MA
02130
NONE
PC
ONLINE PROFESSIONAL LEARNING TO SUPPORT CURRICULUM IMPLEMENTATION
100,000
FOOD FOR THE WORLD INC
516 ESSEX STREET
LAWRENCE
,
MA
01840
NONE
PC
FEEDING THE HUNGER
30,000
FOOD LINK INC
108 SUMMER STREET
ARLINGTON
,
MA
02476
NONE
PC
DISTRIBUTION OF HIGH QUALITY FOOD TO UNDER RESOURCED COMMUNITIES THROUGHOUT GREATER BOSTON
30,000
FRIENDS OF SPRINGFIELD PREPARATORY CHARTER SCHOOL
2071 ROOSEVELT AVE
SPRINGFIELD
,
MA
01104
NONE
PC
BUILDING A BRIDGE TO COLLEGE WITH A HIGHSCHOOL SUCCESS PROGRAM
50,000
GIRLSTART
1400 ANDERSON
AUSTIN
,
TX
78757
NONE
PC
AFTER SCHOOL AND SUMMER CAMP
15,000
GREATER BOSTON LEGAL SERVICES
197 FRIEND STREET
BOSTON
,
MA
02114
NONE
PC
GBLS CENTRAL SCREENING UNIT PROGRAM
100,000
HILL VIEW MONTESSORI CHARTER PUBLIC SCHOOL
75 FOUNDATION AVE
HAVERHILL
,
MA
01835
NONE
PC
INTENSIVE MATH INTERVENTION FOR MATH LEARNING LOSS
25,000
HOUSEHOLD GOODS INC
530 MAIN STREET
ACTON
,
MA
01720
NONE
PC
GENERAL OPERATING
15,000
HYDE SQUARE TASK FORCE
30 SUNNYSIDE STREET
JAMAICA PLAIN
,
MA
02130
NONE
PC
JEA & CSP
10,000
INTERFAITH SOCIAL SERVICES
105 ADAMS STREET
QUINCY
,
MA
02169
NONE
PC
FOOD PANTRY
10,000
JAMAICA PLAIN NEIGHBORHOOD DEVELOPMENT CORPORATION
31 GERMANIA STREET
JAMAICA PLAIN
,
MA
02130
NONE
PC
SUPPORT FOR AFFORDABLE HOUSING
30,000
JFY NETWORKS
PO BOX 194
BOSTON
,
MA
02137
NONE
PC
FOR JFYNET COLLEGE & CAREER READINESS
35,000
JUST-A-START CORPORATION
1035 CAMBRIDGE STREET
CAMBRIDGE
,
MA
02141
NONE
PC
EDUCATION AND TRAINING AND HOUSING STABILIZATION
60,000
KESTREL LAND TRUST
PO BOX 1016
AMHERST
,
MA
01004
NONE
PC
JACKSON PARCELS FOREST CONSERVATION BELCHERTOWN MA
10,000
LA VIDA SCHOLARS
120 MUNROE STREET
LYNN
,
MA
01901
NONE
PC
EXPANDING EQUITY IN HIGHER EDUCATION FOR LYNN & CHELSEA MA
50,000
LAWYERS CLEARINGHOUSE
7 WINTHROP SQUARE 2ND FL
BOSTON
,
MA
02110
NONE
PC
THE MA LEGAL CLINIC FOR THE HOMELESS & LOW INCOME
25,000
LEAP FOR EDUCATION INC
35 CONGRESS STREET SUITE 102
SALEM
,
MA
01970
NONE
PC
SUMMER WORK PROGRAM
20,000
LEAP SELF-DEFENSE INC DBA GIRLS LEAP
PO BOX 220663
DORCHESTER
,
MA
02122
NONE
2023-2024 GIRLS LEAP TEEN MENTOR PROGRAM
10,000
LETS GET READY
82 NASSAU STREET 61819
NEW YORK
,
NY
10038
NONE
PC
COLLEGE ACCESS, TRANSITION AND SUCCESS IN MASSAHCUSETTS
15,000
LIBERTAS ACADEMY CHARTER SCHOOL
146 CHESTNUT STREET
SPRINGFIELD
,
MA
01103
NONE
PC
NEW SCHOOL CAMPAIGN- DAVIS FOUNDATION CHALLEGE
100,000
LITERACY VOLUNTEERS OF GR WORCESTER
3 SALEM SQUARE ROOM 332
WORCESTER
,
MA
01608
NONE
PC
ESOL & BASIC LITERACY CLASSES FOR LOW INCOME IMMIGRANTS.
10,000
LOCKER PROJECT
PO BOX 3134
PORTLAND
,
ME
04104
NONE
PC
HEALTHY FOOD ACCESS FOR GREATER PORTLAND CHILDREN
15,000
LONGY SCHOOL OF MUSIC OF BARD COLLEGE
27 GARDEN STREET
CAMBRIDGE
,
MA
02138
NONE
PC
LONGY SIDE BY SIDE SERIES
10,000
LYRIC STAGE CO OF BOSTON
140 CLARENDON STREET SECOND FLOOE
BOSTON
,
MA
02116
NONE
PC
CITY STAGE
10,000
MASSACHUSETTS CHARTER PUBLIC SCHOOL ASSOCIATION
43 BROAD STREET SUITE C 401
HUDSON
,
MA
01749
NONE
PC
GENERAL OPERATING
100,000
MASSACHUSETTS CHARTER PUBLIC SCHOOL ASSOCIATION
43 BROAD STREET SUITE C 401
HUDSON
,
MA
01749
NONE
PC
MCPSA BOTOM LINE COLLEGE SUCCESS PARTNERSHIP
84,000
MERRIMACK VALLEY FOOD BANKINC
735 BROADWAY STREET
LOWELL
,
MA
01854
NONE
PC
INCREASING FOOD SECURITY
15,000
METROWEST LEGAL SERVICES
63 FOUNTAIN STREET SUITE 304
FRAMINGHAM
,
MA
01702
NONE
PC
GENEAL OPERATING
30,000
MISSION OF DEEDS
6 CHAPIN AVENUE
READING
,
MA
01867
NONE
PC
BEDS PROGRAM
10,000
MORE THAN WORDS
56 FELTON STREET
WALTHAM
,
MA
02453
NONE
PC
GENERAL OPERATING SUPPORT
20,000
MUJERES UNIDAS AVANZANDO
54 CLAYTON STREEET
DORCHESTER
,
MA
02122
NONE
PC
SECURITY UPGRAD AND JOB TRAINING PROGRAM
10,000
NATIONAL PARENTS UNION
7 MARION AVE
WOBURN
,
MA
01801
NONE
PC
NPU MASSACHUSETTS
150,000
NATIVITY PREPARATORY SCHOOL OF BOSTON
39 LAMARTINE ST
JAMAICA PLAIN
,
MA
02130
NONE
PC
COLLEGE PROMISE PROGRAM
20,000
NEIGHBORHOOD OF AFFORDABLE HOUSING INC
143 BORDER STREET
EAST BOSTON
,
MA
02128
NONE
PC
AFFORDABLE HOUSING PROGRAMMING FOR LOW MOD INCOME FAMILIES
15,000
NE CENTER FOR ARTS & TECHNOLOGY
23 BRADSTON STREET
BOSTON
,
MA
02118
NONE
PC
CULINARY ARTS JOB TRAINING PROGRAM
25,000
NOTRE DAME CRISTO REY HIGH SCHOOL
203 LAWRENCE STREET
MUTHUEN
,
MA
01844
NONE
PC
GENERAL OPERATING SUPPORT
40,000
NOTRE DAME EDUCATION CTR - LAWRENCE
354 MERRIMACK STREET SUITE 210
LAWRENCE
,
MA
01843
NONE
PC
GENERAL
15,000
PHOENIX CHARTER ACADEMY CHELSEA
175 HAWTHORNE ST
CHELSEA
,
MA
02150
NONE
PC
NEXT GENERATION LITERACY AT PHOENIX
20,000
PHOENIX CHARTER ACADEMY LAWRENCE
15 UNION STREET
LAWRENCE
,
MA
01840
NONE
PC
NEXT GENERATION LITERACY AT PHOENIX
20,000
PHOENIX CHARTER ACADEMY SPRINGFIELD
65 LINCOLN STREET
SPRINGFIELD
,
MA
01105
NONE
PC
NEXT GENERATION LITERACY AT PHOENIX
20,000
PIONEER CHARTER SCHOOL OF SCIENCE II
466 BROADWAY
EVERETT
,
MA
01249
NONE
PC
PCSS II LOWER SCHOOL EXTENSION
50,000
POINEER INSTITUTE FOR PUBLIC POLICY
185 DEVONSHIRE STREET SUITE 1101
BOSTON
,
MA
02110
NONE
PC
EDUCATIONAL CHOICE OPTIONS TO ADDRESS ACHIEVEMENT GAPS
60,000
PROJECT CITIZENSHIP
11 BEACON STREET SUITE 720
BOSTON
,
MA
02108
NONE
PC
CITIZENSHIP SERVICES.
15,000
PROJECT LEARN INC
58 PRESCOTT STREET SUITE C1
LOWELL
,
MA
01852
NONE
PC
LOWELL PROMISE SCHOOL-TO-CAREERS
15,000
PROSPECT HILL ACADEMY CHARTER SCHOOL
50 ESSEX STREET
CAMBRIDGE
,
MA
02139
NONE
PC
EXPANDED LEARNING PROGRAM
35,000
RAW ART WORKS
37 CENTRAL SQUARE
LYNN
,
MA
01901
NONE
PC
GENERAL PROGRAMMING
10,000
RESPOND INC
PO BOX 555
SOMERVILLE
,
MA
02143
NONE
PC
GENERAL OPERATING SUPPORT
15,000
RIA INC READY INSPIRE ACT
330 COCHITUATE RD 1784
FRAMINGHAM
,
MA
01701
NONE
PC
BASIC NEEDS AND EDUCATION AND HOUSING FOR SURVIVORS
10,000
RIAN IMMIGRANT CENTER
ONE STATE STREET 8TH FL
BOSTON
,
MA
02109
NONE
PC
LEGAL SERVICES
15,000
ROOT NS INC
35 CONGRESS STREET SUITE 2350
SALEM
,
MA
01970
NONE
PC
YOUTH CULINARY TRAINING PROGRAM
10,000
ROXBURY PREPARATORY CHARTER SCHOOL
120 FISHER AVENUE
ROXBURY
,
MA
02120
NONE
PC
PREP COMPREHENSIVE CAMPAIGN(MULIT YEAR GRANT OFVER 2 YRS)
85,000
SALEM ACADEMY CHARTER SCHOOL
45 CONGRESS STREET
SALEM
,
MA
01970
NONE
PC
COLLEGE COUNSELING SUPPORT SERVICES
50,000
SITKA CONSERVATION SOCIETY
201 LINCOLN STREET RM 4
SITKA
,
AK
99835
NONE
PC
FOR TONGASS NATIONAL FOREST PROTECTION
70,000
SOUTHEAST ALASKA CONSERVATION COUNCIL
2207 JORDAN AVENUE
JUNEAU
,
AK
99801
NONE
PC
TONGASS CONSERVATION
30,000
SPEAK FOR THE TREES BOSTON
1452 DORCHESTER AVE 4TH FL
DORCHESTER
,
MA
02122
NONE
PC
SUMMER 2023 TEEN URBAN TREE CORPS
10,000
ST FRANCIS HOUSE
PO BOX 120499 ESSEX STATION
BOSTON
,
MA
02112
NONE
PC
PROGRAMS AND SERVICES
35,000
STEPPINGSTONE FOUNDATION
ONE APPLETON STREET 4TH FL
BOSTON
,
MA
02116
NONE
PC
SCHOLARS PROGRAM
25,000
STRAIGHT AHEAD MINISTRIESINC
791 MAIN STREET
WORCESTER
,
MA
01610
NONE
PC
BOSTON YOUTH RE-ENTRY PROGRAM
15,000
THE BOSTON HIGHER EDUCATION RESOURCE CENTER
62 NORTHAMPTON ST
BOSTON
,
MA
02118
NONE
PC
PASSPORT TO COLLEGE
10,000
THE HAVEN PROJECT
57 MUNROE STREET
LYNN
,
MA
01901
NONE
PC
GEN OP/CLIENT SERVICES
10,000
THE NATIONAL EDUCATION EQUITY LAB
648 BROADWAY STE 603
NEW YORK
,
NY
10012
NONE
PC
EXPANDING ACCESS TO COLLEGE COURSEWORK FOR TITLE I SCHOLARS
150,000
THE NEIGHBORHOOD DEVELOPERS
4 GERRISH AVENUE
CHELSEA
,
MA
02150
NONE
PC
2023 AFFORDABLE HOUSING
50,000
THE WISH PROJECT INC
PO BOX 8693
LOWELL
,
MA
01853
NONE
PC
BASIC NEEDS FOR CHILDREN AND FAMILIES
10,000
THRIVE SCHOLARS
75 FEDERAL STREET SUITE 1250
BOSTON
,
MA
02110
NONE
PC
BOSTON PROGRAM EXPANSION
25,000
TRUSTEES FOR ALASKA
1026 WEST FOURTH AVE SUITE 201
ANCHORAGE
,
AK
99501
NONE
PC
ENVIRONMENTAL LEGAL SERIVICES FOR ALASKAS CONSERVATION COMMUNITY.
30,000
TUTORING PLUS CAMBRIDGE INC
225 WINDSOR STREET
CAMBRIDGE
,
MA
02139
NONE
PC
PROGRAM EXPANSION TO 808 MEM DRIVE APARTMENTS.
15,000
UTEC INC
15 WARREN STREET
LOWELL
,
MA
01852
NONE
PC
EDUCATION SERVICES FOR PROVEN RISK YOUNG PARENTS.
15,000
VETERANS LEGAL SERVICES
PO BOX 8457
BOSTON
,
MA
02114
NONE
PC
CIVIL LEGAL AID FOR MASS VETERANS
25,000
VOLUNTEER LAWYERS PROJECT OF THE BOSTON BAR ASSOCIATION
7 WINTHROP SQUARE 2ND FL
BOSTON
,
MA
02110
NONE
PC
EASTERN REGION LEGAL INTAKE HELP LINE
100,000
WELLSPRING HOUSE INC
302 ESSEC AVENUE
GLOUCESTER
,
MA
01930
NONE
PC
EDUCATION AND TRAINING PROGRAMS
15,000
WOMENS BAR FOUNDATION
105 CHAUNCY STREET 8TH FLOOR
BOSTON
,
MA
02111
NONE
PC
FAMILY LAW PROJECT FOR DOMESTIC ABUSE SURVIVORS
30,000
WOMENS LUNCH PLACE INC
67 NEWBURY STREET
BOSTON
,
MA
02116
NONE
PC
CORE MISSION.
10,000
WORCESTER CULTURAL ACADEMY CHARTER PUBLIC SCHOOL
81 PLANTATION STREET
WORCESTER
,
MA
01604
NONE
PC
BUILDING COSTS
50,000
WORCESTER YOUTH CENTER
326 CHANDLER STREEET
WORCESTER
,
MA
01602
NONE
PC
CORE
10,000
YOUTH DEVELOPMENT ORGANIZATION INC
15 UNION STREET SUITE 563
LAWRENCE
,
MA
01840
NONE
PC
YDO STEM OPPORTUNITY PROGRAM
30,000
Total
.................................
3a
3,349,000
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2022)
Page 12
Form 990-PF (2022)
Page
12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
110,501
4
Dividends and interest from securities
....
14
707,050
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
2,233,131
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
3,050,682
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
3,050,682
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2022)
Page 13
Form 990-PF (2022)
Page
13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
2023-11-16
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
MARY JEAN MOUGHAN
Preparer's Signature
Date
Check if self-
employed
PTIN
P00133963
Firm's name
LORING WOLCOTT & COOLIDGE TRUST LLC
Firm's EIN
27-3396508
Firm's address
230 CONGRESS STREET
BOSTON
,
MA
021102437
Phone no.
(617) 523-6531
Form
990-PF
(2022)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description