Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
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, MA02110
A Employer identification number

04-6384983
B Telephone number (see instructions)

(617) 523-6531
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$65,308,125
J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
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  
Operating and Administrative Expenses 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)....... 49,861 44,061   5,800
c Other professional fees (attach schedule).... 124,915 89,915   35,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 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)....... 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
Assets 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 right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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 Click to see attachment
List of Attached Documents:
// Content
18,359,716
62,583,845
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
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
Liabilities 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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
21,083,996
5
Decreases not included in line 2 (itemize) right arrow
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) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 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 ...................
Bracket 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 right arrow and enter “N/A" on line 1. Bracket for line 1a
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. Click to see attachment
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,384
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow2,384 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMA
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 addressright arrowHTTP://MIFFLINMEMORIALFUND.ORG
14
The books are in care ofright arrowLORING WOLCOTT COOLIDGE TRUST LLC Telephone no.right arrow (617) 523-6531

Located atright arrow230 CONGRESS STREETBOSTONMA ZIP+4right arrow02110
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
0
16 At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over YesNo
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 right arrow
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 ........right arrow
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 right arrow20, 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.
right arrow20, 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 .........right arrow
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,MA02110
C-F DAVID BOIT TRUSTEE
1.00
41,382 0 0
230 CONGRESS STREET
BOSTON,MA02110
THOMAS R APPLETON TRUSTEE
1.00
41,404 0 0
230 CONGRESS STREET
BOSTON,MA02110
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...................right arrow 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.............right arrow0
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.........................right arrow0
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 right arrow 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
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 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).)
6Enter 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 ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
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.)
1Information Regarding Foundation Managers:
aList 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).)
bList 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.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe 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,MA02110
(617) 523-6531
bThe 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.
cAny submission deadlines:
DEADLINES FOR APPLICATION AND SUBSEQUENT REPORTING OCTOBER 1ST THROUGH APRIL 15TH.
dAny 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)
aPaid during the year

ACADEMY OF THE PACIFIC RIM CHARTER SCHOOL

1 WESTINGHOUSE PLAZA BUILDING B
HYDE PARK,MA02136
NONE PC TRANSFORMATION PLAN 50,000

ALASKA CONSERVATION FOUNDATION

1227 W 9TH AVENUE SUITE 300
ANCHORAGE,AK99501
NONE PC ALASKA MINING IMPACTS COLLECTIVE ED ROUNDTABLE 50,000

ALASKA MARINE CONSERVATION COUNCIL

PO BOX 2190
HOMER,AK99603
NONE PC FISHERIES CONSERVATION IN THE NORTH PACIFIC 10,000

ALMA DEL MAR FOUNDATION

515 BELLEVILLE AVE
NEW BEDFORD,MA02746
NONE PC STAFF APPRECIATION AND RETENTION EFFORTS 50,000

ARGOSY COLLEGIATE CHARTER SCHOOL

240 DOVER STREET
FALL RIVER,MA02724
NONE PC CULINARY ARTS LAB INSTALLATION FOR EARLY COLLEGE 25,000

BANGOR REGION YMCA

17 SECOND STREET
BANGOR,ME04401
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,MA01220
NONE PC OUT OF SCHOOL TIME PROGRAM 10,000

BLESSED STEPHEN BELLESINI OSA ACADEMY

PO BOX 1021
LAWRENCE,MA01842
NONE PC STUDENT SPONSORSHIP 50,000

BOSTON AREA GLEANERS

91 MARTIN ST
ACTON,MA01720
NONE PC FOOD ACCESS PROGRAM 25,000

BOSTON DEBATE LEAGUE

1542 TREMONT STREET
BOSTON,MA02120
NONE PC AFTER SCHOOL DEBATE 15,000

BOTTOM LINE INC

500 ARMORY STREET
BOSTON,MA02130
NONE PC MASSACHUSETTS GENERAL OPERATIONS 80,000

BREAD AND ROSES INC

58 NEWBURY STREET
LAWRENCE,MA01840
NONE PC FOOD RESCUE AND FOOD OUTREACH IN LAWRENCE 10,000

BREAKTHROUGH GREATER BOSTON

PO BOX 381486
CAMBRIDGE,MA02238
NONE PC GEOGRAPHIC AND PROGRAMMATIC EXPANSION. 10,000

BRIDGE BOSTON CHARTER SCHOOL

435 WARREN STREET
ROXBURY,MA02119
NONE PC STRATEGIC PLANS TO TARGET COVID LEARNING LOSS 30,000

CODE SQUAD INC

7 BIGELOW STREET APT 1
SOMERVILLE,MA02143
NONE PC 2024 BOOTCAMP 20,000

CONSERVATION LAW FOUNDATION

62 SUMMER STREET
BOSTON,MA02110
NONE PC OCEAN CONSERVATION, CLEAN ENERGY AND CLIMATE 150,000

CONSERVATORY LAB FOUNDATION

395 COLUMBIA ROAD
DORCHESTER,MA02125
NONE PC EL SISTEMA 25,000

COOK INLETKEEPER

3734 BEN WALTERS LANE
HOMER,AK99603
NONE PC SHIFTING THE NARRATIVE AND OUR FUTURE 10,000

CRISTO REY BOSTON HIGH SCHOOL

100 SAVING HILL AVENUE
BOSTON,MA02125
NONE PC GENERAL OPERATING 25,000

DISMAS HOUSE OF MASSACHUSETTS INC

PO BOX 30125
WORCESTER,MA01603
NONE PC FOR BAR NONE 25,000

EAST QUABIN LAND TRUST INC

PO BOX 5
HARDWICK,MA01037
NONE PC GREAT LAKES CAMP CONSERVATION ACQUISITION 15,000

EDUCATION REFORM NOW

276 5TH AVENUE SUITE 704 915
NEW YORK,NY10001
NONE PC ERNA MA OPERATIONS 25,000

EDUCATORS FOR EXCELLENCE-BOSTON

121 EAST BERKELEY STREET FLOOR 2
BOSTON,MA02118
NONE PC ELEVATING EDUCATOR VOICE 100,000

FISHTANK LEARNING INC

769 CENTRE STREET
JAMAICA PLAIN,MA02130
NONE PC ONLINE PROFESSIONAL LEARNING TO SUPPORT CURRICULUM IMPLEMENTATION 100,000

FOOD FOR THE WORLD INC

516 ESSEX STREET
LAWRENCE,MA01840
NONE PC FEEDING THE HUNGER 30,000

FOOD LINK INC

108 SUMMER STREET
ARLINGTON,MA02476
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,MA01104
NONE PC BUILDING A BRIDGE TO COLLEGE WITH A HIGHSCHOOL SUCCESS PROGRAM 50,000

GIRLSTART

1400 ANDERSON
AUSTIN,TX78757
NONE PC AFTER SCHOOL AND SUMMER CAMP 15,000

GREATER BOSTON LEGAL SERVICES

197 FRIEND STREET
BOSTON,MA02114
NONE PC GBLS CENTRAL SCREENING UNIT PROGRAM 100,000

HILL VIEW MONTESSORI CHARTER PUBLIC SCHOOL

75 FOUNDATION AVE
HAVERHILL,MA01835
NONE PC INTENSIVE MATH INTERVENTION FOR MATH LEARNING LOSS 25,000

HOUSEHOLD GOODS INC

530 MAIN STREET
ACTON,MA01720
NONE PC GENERAL OPERATING 15,000

HYDE SQUARE TASK FORCE

30 SUNNYSIDE STREET
JAMAICA PLAIN,MA02130
NONE PC JEA & CSP 10,000

INTERFAITH SOCIAL SERVICES

105 ADAMS STREET
QUINCY,MA02169
NONE PC FOOD PANTRY 10,000

JAMAICA PLAIN NEIGHBORHOOD DEVELOPMENT CORPORATION

31 GERMANIA STREET
JAMAICA PLAIN,MA02130
NONE PC SUPPORT FOR AFFORDABLE HOUSING 30,000

JFY NETWORKS

PO BOX 194
BOSTON,MA02137
NONE PC FOR JFYNET COLLEGE & CAREER READINESS 35,000

JUST-A-START CORPORATION

1035 CAMBRIDGE STREET
CAMBRIDGE,MA02141
NONE PC EDUCATION AND TRAINING AND HOUSING STABILIZATION 60,000

KESTREL LAND TRUST

PO BOX 1016
AMHERST,MA01004
NONE PC JACKSON PARCELS FOREST CONSERVATION BELCHERTOWN MA 10,000

LA VIDA SCHOLARS

120 MUNROE STREET
LYNN,MA01901
NONE PC EXPANDING EQUITY IN HIGHER EDUCATION FOR LYNN & CHELSEA MA 50,000

LAWYERS CLEARINGHOUSE

7 WINTHROP SQUARE 2ND FL
BOSTON,MA02110
NONE PC THE MA LEGAL CLINIC FOR THE HOMELESS & LOW INCOME 25,000

LEAP FOR EDUCATION INC

35 CONGRESS STREET SUITE 102
SALEM,MA01970
NONE PC SUMMER WORK PROGRAM 20,000

LEAP SELF-DEFENSE INC DBA GIRLS LEAP

PO BOX 220663
DORCHESTER,MA02122
NONE   2023-2024 GIRLS LEAP TEEN MENTOR PROGRAM 10,000

LETS GET READY

82 NASSAU STREET 61819
NEW YORK,NY10038
NONE PC COLLEGE ACCESS, TRANSITION AND SUCCESS IN MASSAHCUSETTS 15,000

LIBERTAS ACADEMY CHARTER SCHOOL

146 CHESTNUT STREET
SPRINGFIELD,MA01103
NONE PC NEW SCHOOL CAMPAIGN- DAVIS FOUNDATION CHALLEGE 100,000

LITERACY VOLUNTEERS OF GR WORCESTER

3 SALEM SQUARE ROOM 332
WORCESTER,MA01608
NONE PC ESOL & BASIC LITERACY CLASSES FOR LOW INCOME IMMIGRANTS. 10,000

LOCKER PROJECT

PO BOX 3134
PORTLAND,ME04104
NONE PC HEALTHY FOOD ACCESS FOR GREATER PORTLAND CHILDREN 15,000

LONGY SCHOOL OF MUSIC OF BARD COLLEGE

27 GARDEN STREET
CAMBRIDGE,MA02138
NONE PC LONGY SIDE BY SIDE SERIES 10,000

LYRIC STAGE CO OF BOSTON

140 CLARENDON STREET SECOND FLOOE
BOSTON,MA02116
NONE PC CITY STAGE 10,000

MASSACHUSETTS CHARTER PUBLIC SCHOOL ASSOCIATION

43 BROAD STREET SUITE C 401
HUDSON,MA01749
NONE PC GENERAL OPERATING 100,000

MASSACHUSETTS CHARTER PUBLIC SCHOOL ASSOCIATION

43 BROAD STREET SUITE C 401
HUDSON,MA01749
NONE PC MCPSA BOTOM LINE COLLEGE SUCCESS PARTNERSHIP 84,000

MERRIMACK VALLEY FOOD BANKINC

735 BROADWAY STREET
LOWELL,MA01854
NONE PC INCREASING FOOD SECURITY 15,000

METROWEST LEGAL SERVICES

63 FOUNTAIN STREET SUITE 304
FRAMINGHAM,MA01702
NONE PC GENEAL OPERATING 30,000

MISSION OF DEEDS

6 CHAPIN AVENUE
READING,MA01867
NONE PC BEDS PROGRAM 10,000

MORE THAN WORDS

56 FELTON STREET
WALTHAM,MA02453
NONE PC GENERAL OPERATING SUPPORT 20,000

MUJERES UNIDAS AVANZANDO

54 CLAYTON STREEET
DORCHESTER,MA02122
NONE PC SECURITY UPGRAD AND JOB TRAINING PROGRAM 10,000

NATIONAL PARENTS UNION

7 MARION AVE
WOBURN,MA01801
NONE PC NPU MASSACHUSETTS 150,000

NATIVITY PREPARATORY SCHOOL OF BOSTON

39 LAMARTINE ST
JAMAICA PLAIN,MA02130
NONE PC COLLEGE PROMISE PROGRAM 20,000

NEIGHBORHOOD OF AFFORDABLE HOUSING INC

143 BORDER STREET
EAST BOSTON,MA02128
NONE PC AFFORDABLE HOUSING PROGRAMMING FOR LOW MOD INCOME FAMILIES 15,000

NE CENTER FOR ARTS & TECHNOLOGY

23 BRADSTON STREET
BOSTON,MA02118
NONE PC CULINARY ARTS JOB TRAINING PROGRAM 25,000

NOTRE DAME CRISTO REY HIGH SCHOOL

203 LAWRENCE STREET
MUTHUEN,MA01844
NONE PC GENERAL OPERATING SUPPORT 40,000

NOTRE DAME EDUCATION CTR - LAWRENCE

354 MERRIMACK STREET SUITE 210
LAWRENCE,MA01843
NONE PC GENERAL 15,000

PHOENIX CHARTER ACADEMY CHELSEA

175 HAWTHORNE ST
CHELSEA,MA02150
NONE PC NEXT GENERATION LITERACY AT PHOENIX 20,000

PHOENIX CHARTER ACADEMY LAWRENCE

15 UNION STREET
LAWRENCE,MA01840
NONE PC NEXT GENERATION LITERACY AT PHOENIX 20,000

PHOENIX CHARTER ACADEMY SPRINGFIELD

65 LINCOLN STREET
SPRINGFIELD,MA01105
NONE PC NEXT GENERATION LITERACY AT PHOENIX 20,000

PIONEER CHARTER SCHOOL OF SCIENCE II

466 BROADWAY
EVERETT,MA01249
NONE PC PCSS II LOWER SCHOOL EXTENSION 50,000

POINEER INSTITUTE FOR PUBLIC POLICY

185 DEVONSHIRE STREET SUITE 1101
BOSTON,MA02110
NONE PC EDUCATIONAL CHOICE OPTIONS TO ADDRESS ACHIEVEMENT GAPS 60,000

PROJECT CITIZENSHIP

11 BEACON STREET SUITE 720
BOSTON,MA02108
NONE PC CITIZENSHIP SERVICES. 15,000

PROJECT LEARN INC

58 PRESCOTT STREET SUITE C1
LOWELL,MA01852
NONE PC LOWELL PROMISE SCHOOL-TO-CAREERS 15,000

PROSPECT HILL ACADEMY CHARTER SCHOOL

50 ESSEX STREET
CAMBRIDGE,MA02139
NONE PC EXPANDED LEARNING PROGRAM 35,000

RAW ART WORKS

37 CENTRAL SQUARE
LYNN,MA01901
NONE PC GENERAL PROGRAMMING 10,000

RESPOND INC

PO BOX 555
SOMERVILLE,MA02143
NONE PC GENERAL OPERATING SUPPORT 15,000

RIA INC READY INSPIRE ACT

330 COCHITUATE RD 1784
FRAMINGHAM,MA01701
NONE PC BASIC NEEDS AND EDUCATION AND HOUSING FOR SURVIVORS 10,000

RIAN IMMIGRANT CENTER

ONE STATE STREET 8TH FL
BOSTON,MA02109
NONE PC LEGAL SERVICES 15,000

ROOT NS INC

35 CONGRESS STREET SUITE 2350
SALEM,MA01970
NONE PC YOUTH CULINARY TRAINING PROGRAM 10,000

ROXBURY PREPARATORY CHARTER SCHOOL

120 FISHER AVENUE
ROXBURY,MA02120
NONE PC PREP COMPREHENSIVE CAMPAIGN(MULIT YEAR GRANT OFVER 2 YRS) 85,000

SALEM ACADEMY CHARTER SCHOOL

45 CONGRESS STREET
SALEM,MA01970
NONE PC COLLEGE COUNSELING SUPPORT SERVICES 50,000

SITKA CONSERVATION SOCIETY

201 LINCOLN STREET RM 4
SITKA,AK99835
NONE PC FOR TONGASS NATIONAL FOREST PROTECTION 70,000

SOUTHEAST ALASKA CONSERVATION COUNCIL

2207 JORDAN AVENUE
JUNEAU,AK99801
NONE PC TONGASS CONSERVATION 30,000

SPEAK FOR THE TREES BOSTON

1452 DORCHESTER AVE 4TH FL
DORCHESTER,MA02122
NONE PC SUMMER 2023 TEEN URBAN TREE CORPS 10,000

ST FRANCIS HOUSE

PO BOX 120499 ESSEX STATION
BOSTON,MA02112
NONE PC PROGRAMS AND SERVICES 35,000

STEPPINGSTONE FOUNDATION

ONE APPLETON STREET 4TH FL
BOSTON,MA02116
NONE PC SCHOLARS PROGRAM 25,000

STRAIGHT AHEAD MINISTRIESINC

791 MAIN STREET
WORCESTER,MA01610
NONE PC BOSTON YOUTH RE-ENTRY PROGRAM 15,000

THE BOSTON HIGHER EDUCATION RESOURCE CENTER

62 NORTHAMPTON ST
BOSTON,MA02118
NONE PC PASSPORT TO COLLEGE 10,000

THE HAVEN PROJECT

57 MUNROE STREET
LYNN,MA01901
NONE PC GEN OP/CLIENT SERVICES 10,000

THE NATIONAL EDUCATION EQUITY LAB

648 BROADWAY STE 603
NEW YORK,NY10012
NONE PC EXPANDING ACCESS TO COLLEGE COURSEWORK FOR TITLE I SCHOLARS 150,000

THE NEIGHBORHOOD DEVELOPERS

4 GERRISH AVENUE
CHELSEA,MA02150
NONE PC 2023 AFFORDABLE HOUSING 50,000

THE WISH PROJECT INC

PO BOX 8693
LOWELL,MA01853
NONE PC BASIC NEEDS FOR CHILDREN AND FAMILIES 10,000

THRIVE SCHOLARS

75 FEDERAL STREET SUITE 1250
BOSTON,MA02110
NONE PC BOSTON PROGRAM EXPANSION 25,000

TRUSTEES FOR ALASKA

1026 WEST FOURTH AVE SUITE 201
ANCHORAGE,AK99501
NONE PC ENVIRONMENTAL LEGAL SERIVICES FOR ALASKAS CONSERVATION COMMUNITY. 30,000

TUTORING PLUS CAMBRIDGE INC

225 WINDSOR STREET
CAMBRIDGE,MA02139
NONE PC PROGRAM EXPANSION TO 808 MEM DRIVE APARTMENTS. 15,000

UTEC INC

15 WARREN STREET
LOWELL,MA01852
NONE PC EDUCATION SERVICES FOR PROVEN RISK YOUNG PARENTS. 15,000

VETERANS LEGAL SERVICES

PO BOX 8457
BOSTON,MA02114
NONE PC CIVIL LEGAL AID FOR MASS VETERANS 25,000

VOLUNTEER LAWYERS PROJECT OF THE BOSTON BAR ASSOCIATION

7 WINTHROP SQUARE 2ND FL
BOSTON,MA02110
NONE PC EASTERN REGION LEGAL INTAKE HELP LINE 100,000

WELLSPRING HOUSE INC

302 ESSEC AVENUE
GLOUCESTER,MA01930
NONE PC EDUCATION AND TRAINING PROGRAMS 15,000

WOMENS BAR FOUNDATION

105 CHAUNCY STREET 8TH FLOOR
BOSTON,MA02111
NONE PC FAMILY LAW PROJECT FOR DOMESTIC ABUSE SURVIVORS 30,000

WOMENS LUNCH PLACE INC

67 NEWBURY STREET
BOSTON,MA02116
NONE PC CORE MISSION. 10,000

WORCESTER CULTURAL ACADEMY CHARTER PUBLIC SCHOOL

81 PLANTATION STREET
WORCESTER,MA01604
NONE PC BUILDING COSTS 50,000

WORCESTER YOUTH CENTER

326 CHANDLER STREEET
WORCESTER,MA01602
NONE PC CORE 10,000

YOUTH DEVELOPMENT ORGANIZATION INC

15 UNION STREET SUITE 563
LAWRENCE,MA01840
NONE PC YDO STEM OPPORTUNITY PROGRAM 30,000
Total .................................right arrow 3a 3,349,000
bApproved for future payment
Total ................................. right arrow 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.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees 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:
aDebt-financed property......          
bNot 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
13Total. 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.
DownArrow
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? ...........
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.
right arrow 2023-11-16 right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
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 right arrow
PTIN P00133963
Firm's name SmallBulletLORING WOLCOTT & COOLIDGE TRUST LLC
 
Firm's EIN SmallBullet27-3396508  
Firm's address SmallBullet230 CONGRESS STREET
 
BOSTON, MA021102437
Phone no. (617) 523-6531
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description