efile Public Visual Render
ObjectId: 202423209349101247 - Submission: 2024-11-15
TIN: 04-6051095
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
23
Open to Public Inspection
For calendar year 2023, or tax year beginning
01-01-2023
, and ending
12-31-2023
Name of foundation
HENDERSON FOUNDATION
C/O ROBERTA HENDERSON
Number and street (or P.O. box number if mail is not delivered to street address)
PO BOX 420
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SUDBURY
,
MA
01776
A Employer identification number
04-6051095
B
Telephone number (see instructions)
(978) 443-9000
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)
$
13,272,492
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
1,128
1,128
4
Dividends and interest from securities
...
150,298
150,298
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
384,972
b
Gross sales price for all assets on line 6a
2,775,655
7
Capital gain net income (from Part IV, line 2)
...
384,972
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)
.......
List of Attached Documents:
// Content
132,815
132,815
0
12
Total.
Add lines 1 through 11
........
669,213
669,213
0
13
Compensation of officers, directors, trustees, etc.
87,749
43,875
0
33,000
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
116,205
104,585
0
9,310
c
Other professional fees (attach schedule)
....
List of Attached Documents:
// Content
94,160
94,160
0
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
List of Attached Documents:
// Content
8,180
667
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
5,051
0
0
5,051
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
List of Attached Documents:
// Content
40,293
15
0
278
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
351,638
243,302
0
47,639
25
Contributions, gifts, grants paid
.......
584,500
584,500
26
Total expenses and disbursements.
Add lines 24 and 25
936,138
243,302
0
632,139
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-266,925
b
Net investment income
(if negative, enter -0-)
425,911
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2023)
Page 2
Form 990-PF (2023)
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
.............
262,596
290,347
290,347
2
Savings and temporary cash investments
.........
108,807
462,407
462,407
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)
.......
6,343,967
List of Attached Documents:
// Content
5,917,676
12,487,996
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)
..........
71,715
List of Attached Documents:
// Content
71,715
15,000
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
List of Attached Documents:
// Content
16,969
List of Attached Documents:
// Content
16,742
List of Attached Documents:
// Content
16,742
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
6,804,054
6,758,887
13,272,492
17
Accounts payable and accrued expenses
..........
35,384
80,238
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
)
List of Attached Documents:
// Content
52,330
List of Attached Documents:
// Content
229,199
23
Total liabilities
(add lines 17 through 22)
.........
87,714
309,437
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
6,716,340
6,449,450
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
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
6,716,340
6,449,450
30
Total liabilities and net assets/fund balances
(see instructions)
.
6,804,054
6,758,887
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
6,716,340
2
Enter amount from Part I, line 27a
.....................
2
-266,925
3
Other increases not included in line 2 (itemize)
List of Attached Documents:
// Content
3
35
4
Add lines 1, 2, and 3
..........................
4
6,449,450
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
6,449,450
Form
990-PF
(2023)
Page 3
Form 990-PF (2023)
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
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
2,775,655
2,390,683
384,972
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
384,972
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
384,972
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
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
5,920
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
5,920
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
5,920
6
Credits/Payments:
a
2023 estimated tax payments and 2022 overpayment credited to 2023
6a
717
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
717
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
141
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
5,344
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2024 estimated tax
Refunded
11
Form
990-PF
(2023)
Page 4
Form 990-PF (2023)
Page
4
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 2023 or the taxable year beginning in 2023? 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
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
N/A
14
The books are in care of
ROBERTA HENDERSON
Telephone no.
(978) 443-9000
Located at
642 BOSTON POST RD
SUDBURY
MA
ZIP+4
01776
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
16
At any time during calendar year 2023, 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
Form
990-PF
(2023)
Page 5
Form 990-PF (2023)
Page
5
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)
Yes
(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 2023?
.............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?
....................
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 2023 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 2023.)
.....................
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 2023?
..
4b
No
Form
990-PF
(2023)
Page 6
Form 990-PF (2023)
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
BARCLAY HENDERSON THRU 33123
TRUSTEE
1.00
6,000
0
0
PO BOX 420
SUDBURY
,
MA
01776
ROBERTA HENDERSON
TRUSTEE
1.00
24,000
0
80,000
PO BOX 420
SUDBURY
,
MA
01776
CARLOS AYALA
TRUSTEE
1.00
24,000
0
0
PO BOX 420
SUDBURY
,
MA
01776
KEVIN HENDERSON FROM 33123
TRUSTEE
1.00
18,000
0
0
PO BOX 420
SUDBURY
,
MA
01776
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
(2023)
Page 7
Form 990-PF (2023)
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
(2023)
Page 8
Form 990-PF (2023)
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
11,545,756
b
Average of monthly cash balances
.......................
1b
599,666
c
Fair market value of all other assets (see instructions)
................
1c
31,742
d
Total
(add lines 1a, b, and c)
.........................
1d
12,177,164
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
12,177,164
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
182,657
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
11,994,507
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
599,725
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
599,725
2a
Tax on investment income for 2022 from Part V, line 5
.......
2a
5,920
b
Income tax for 2022. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
5,920
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
593,805
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
593,805
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
593,805
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
632,139
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
632,139
Form
990-PF
(2023)
Page 9
Form 990-PF (2023)
Page
9
Part XII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1
Distributable amount for 2023 from Part X, line 7
593,805
2
Undistributed income, if any, as of the end of 2022:
a
Enter amount for 2022 only
.......
620,881
b
Total for prior years:
2021
,
20
,
20
4,433
3
Excess distributions carryover, if any, to 2022:
a
From 2018
......
b
From 2019
......
c
From 2020
......
d
From 2021
......
e
From 2022
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2023 from Part
XI, line 4:
$
632,139
a
Applied to 2022, but not more than line 2a
620,881
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
List of Attached Documents:
// Content
4,433
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2023 distributable amount
.....
6,825
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2023.
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024
..........
586,980
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 2018 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2019
....
b
Excess from 2020
....
c
Excess from 2021
....
d
Excess from 2022
....
e
Excess from 2023
....
Form
990-PF
(2023)
Page 10
Form 990-PF (2023)
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 2023, 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)
2023
(b)
2022
(c)
2021
(d)
2020
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:
ROBERTA HENDERSON
PO BOX 420
SUDBURY
,
MA
01776
(978) 443-4646
ROBERTAHENDERSON@COMCAST.NET
b
The form in which applications should be submitted and information and materials they should include:
LETTER, INCLUDING REASON FOR NEED AND INTERNAL REVENUE SERVICE EXEMPTION
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form
990-PF
(2023)
Page 11
Form 990-PF (2023)
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
ACCURACY IN MEDIA
4455 CONNECTICUT AVENUE NW SUITE
330
WASHINGTON
,
DC
20008
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
10,000
ALPINE HISTORICAL SOCIETY
P O BOX 382
ALPINE
,
CA
91903
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
1,000
AMERICAN AGRI-WOMEN RESOURCE CENTER
142 OAK CIRCLE
COLCHESTER
,
VT
05446
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
15,000
AMERICAN FOREIGN POLICY COUNCIL
509 C STREET NE
WASHINGTON
,
DC
20002
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
10,000
ASIA INITIATIVES
200 E61ST STREET
NEW YORK
,
NY
10065
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
20,000
ASSOCIATION OF FOREIGN PRESS CORRES
31 WEST
NYC
,
NY
01001
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
21,000
AVON OLD FARMS SCHOOL
500 OLD FARMS ROAD
AVON
,
CT
06001
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
5,000
BATES COLLEGE
2 ANDREWS RD
LEWISTON
,
ME
04240
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
5,000
BAY PATH ELDER SERVICES
354 WAVERLY STREET
FRAMINGHAM
,
MA
01702
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
1,000
BOSTON LIVING CENTER
29 STANHOPE ST
BOSTON
,
MA
02116
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
1,000
BOSTON WOODWIND SOCIETY
PO BOX 470413
BROOKLINE
,
MA
02447
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
10,000
BOWDOIN COLLEGE
5400 COLLEGE STA
BRUNSWICK
,
ME
04011
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
5,000
BOYS & GIRLS CLUB
169 PLEASANT ST
MARLBORO
,
MA
01752
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
2,000
BRITISH INTERNATIONAL SCHOOL OF BOSTON
416 POND STREET
BROOKLINE
,
MA
02130
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
3,000
CAMP GLENBROOK
105 ALLSTON STREET
ALLSTON
,
MA
02134
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
3,500
CAPE COD HOSPITAL FOUNDATION
POBOX 370
HYANNIS
,
MA
02601
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
3,000
CENTER FOR SECURITY POLICY
2300 M ST NW SUITE 600
WASHINGTON
,
DC
20037
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
50,000
CONNECTICUT COLLEGE
270 MOHEGAN AVE
NEW LONDON
,
CT
06320
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
5,000
DANA FARBERJIMMY FUND
44 BINNEY ST SUITE BP414
BOSTON
,
MA
02115
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
4,000
DANIEL'S TABLE - FRAMINGHAM
10 PEARL STREET
FRAMINGHAM
,
MA
01702
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
1,000
DARTMOUTH COLLEGE
6066 DEVELOPMENT OFFICE
HANOVER
,
NH
03755
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
5,000
DIAKONIA INC
12747 OLD BRIDGE ROAD
OCEAN CITY
,
MD
21842
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
5,000
EDINBURGH CENTRE
205 BURLINGTON RD
BEDFORD
,
MA
01730
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
1,000
FOOD BANK OF THE ROCKIES
10700 E 45TH AVE
DENVER
,
CO
80239
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
23,000
FRIENDS OF SUDBURY SENIOR CITIZENS
40 FAIRBANK ROAD
SUDBURY
,
MA
01776
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
1,000
FULLBRIGHT ASSOCIATION INC
1320 9TH STREET SUITE 350
WASHINGTON
,
DC
20036
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
5,000
GEORGETOWN UNIVERSITY
37TH AND O STREETS NW
WASHINGTON
,
DC
20057
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
12,000
HABITAT FOR HUMANITY
201 GREAT RD 301
ACTON
,
MA
01720
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
1,000
HANOVER THEATRE
2 SOUTHBRIDGE STREET
WORCESTER
,
MA
01608
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
5,000
HELEN GEE CHIN SCHOLARSHIP FOUNDATION
66 WINCHESTER ST
NEWTON HIGHLANDS
,
MA
02461
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
6,000
HUDSON FOOD PANTRY
28 HOUGHTON STREET
HUDSON
,
MA
01749
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
1,000
IIRR
439 LAFAYETTE STREET 3B
NYC
,
NY
10003
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
7,000
INTERNATIONAL RESCUE COMMITTEE
PO BOX 6068
ALBERT LEA
,
MN
56007
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
15,000
JEWISH FAMILY SERVICES
PLACEHOLDER
PLACEHOLDER
,
MA
01841
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
1,000
LEADERSHIP INSTITUTE
1101 N HIGHLAND ST
ARLINGTON
,
VA
22201
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
5,000
LIONHEART CLASSICAL ACADEMY
10 SHARON RD
PETERBORO
,
NH
03458
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
50,000
LOOMIS CHAFFEE SCHOOL
4 BATCHELDER RD
WINDSOR
,
CT
06095
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
5,000
MAINE IMMIGRANTS RIGHTS COALITION
24 PREBLE ST 3RD FLOOR SUITE 306
PORTLAND
,
ME
04101
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
2,000
MAINE STATE BALLET
PO BOX 10370
PORTLAND
,
ME
04104
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
2,000
MARLBORO COMMUNITY CUPBOARD
255 MAIN STREET
MARLBOROUGH
,
MA
01752
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
1,000
MASSACHUSETTS ADVOCATES FOR CHILDREN
25 KINGDOM STREET 2ND FLOOR
BOSTON
,
MA
02111
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
2,000
MAYNARD FOOD PANTRY
82 MAIN STREET
MAYNARD
,
MA
01754
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
1,000
MERCER ISLAND SCHOOL FOUNDATION
PO BOX 1243
MERCER ISLAND
,
WA
98040
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
3,000
MINUTEMAN ELDER SERVICES
26 CROSBY DR
BEDFORD
,
MA
01730
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
1,000
MONADNOCK COMMUNITY HOSPITAL
452 OLD STREET RD
PETERSBOROUGH
,
NH
03458
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
5,000
MT AUBURN HOSPITAL
330 MOUNT AUBURY ST
CAMBRIDGE
,
MA
02138
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
64,000
NEADS
305 REDEMPTION ROCK TRAIL
PRINCETON
,
MA
01541
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
5,000
NEWTON WELLESLEY HOSPITAL
2014 WASHINGTON ST
NEWTON
,
MA
02462
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
10,000
NORTHERN COLORADO TRADITIONAL JAZZ SOCIETY
3654 PARLIN COURT
LOVELAND
,
CO
80538
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
1,000
OCEAN SEA FOUNDATION
124 BROADKILL RD
MILTON
,
DE
19968
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
10,000
OLD FRIENDS CLUB
PO BOX 2472
KIRKLAND
,
WA
98083
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
5,000
OPEN STAGE THEATRE COMPANY
PO BOX 617
FORT COLLINS
,
CO
80522
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
5,000
OPERA FORT COLLINS
525 WHEDBEE ST
FORT COLLINS
,
CO
80524
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
3,000
OSBORNE CENTER FOR SOCIAL JUSTICE
3 FITCH AVE
AUBURN
,
NY
13021
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
1,000
PARENTS PLACE OF MARYLAND
802 CROMWELL PARK DRIVE
GLEN BURNIE
,
MD
21061
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
5,000
PLANNED PARENTHOOD
434 WEST 33RD STREET
NYC
,
NY
10001
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
1,000
PUBLIC RADIO FOR THE FRONT RANGE
619 S COLLEGE AVENUE SUITE 4
FORT COLLINS
,
CO
80524
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
3,000
QUEST CENTER FOR INTEGRATIVE HEALTH
2901 EAST BURNSIDE
PORTLAND
,
OR
97214
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
23,000
REBIRTH
PLACEHOLDER
PLACEHOLDER
,
MA
01841
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
5,000
RECOVERY WITHOUT WALLS
PO BOX 591
WEST FALMOUTH
,
MA
02574
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
3,000
SACO RIVER THEATRE
BOX 1
BAR MILLS
,
ME
04004
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
13,000
SALVATION ARMY
25 SHAWMUT ROAD
CANTON
,
MA
02021
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
15,000
SAVE THE POUDRE WATERKEEPER
PO BOX 20
FORT COLLINS
,
CO
80522
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
5,000
SECOND AMENDMENT INSTITUTE
1929 BILTMORE ST NW
WASHINGRON
,
DC
20009
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
5,000
SILENT BRIDGE
2512 EAST EVERGREEN BLVD - 1014
VANCOUVER
,
WA
98661
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
24,000
STOW FOOD PANTRY
509 GREAT RD
STOW
,
MA
01775
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
1,000
SUDBURY COMMUNITY FOOD PANTRY
160 CONCORD RD
SUDBURY
,
MA
01776
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
1,000
THE SALISBURY SCHOOL EDUCATIONAL FOUNDATION
6279 HOBBS ROAD
SALISBURY
,
MD
21804
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
5,000
TURNING POINT USA
4940 E BEVERLY RD
PHOENIX
,
AZ
85044
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
7,500
UKRANIAN INSTITUTE OF AMERICA
2 EAST 79TH STREET
NEW YORK
,
NY
10075
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
5,000
VEGETABLE CONNECTION
913 KIMBALL RD
FORT COLLINS
,
CO
80521
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
1,000
WALDEN WOODS PROJECT
44 BAKER FARM ROAD
LINCOLN
,
MA
01773
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
5,000
WEDO
415 WEST 55TH STREET 5TH FLOOR
NEW YORK
,
NY
10019
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
1,000
WELLS COLLEGE
170 MAIN STREET
AURORA
,
NY
13026
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
5,000
WESTFORD FOOD PANTRY
20 PLEASANT ST
WESTFORD
,
MA
01886
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
1,000
WORCESTER COUNTY FOOD BANK
474 BOSTON TURNPIKE
SHREWSBURY
,
MA
01545
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
1,000
WORLD BOSTON
212 NORTHERN AVENUE E BUILDING 1
BOSTON
,
MA
02210
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
3,000
YORK COUNTY SHELTER PROGRAMS INC
24 GEORGE ROAD
ALFRED
,
ME
04002
501(C)3
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
1,500
Total
.................................
3a
584,500
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2023)
Page 12
Form 990-PF (2023)
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
...........
523000
1,128
4
Dividends and interest from securities
....
523000
150,298
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
.....
523000
01
132,815
8
Gain or (loss) from sales of assets other than
inventory
............
523000
18
384,972
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
669,213
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
669,213
(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
(2023)
Page 13
Form 990-PF (2023)
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.
2024-11-13
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
ROBERT F HART JR
Preparer's Signature
Date
2024-11-13
Check if self-
employed
PTIN
P00937795
Firm's name
LITMANGERSON ASSOCIATES LLP
Firm's EIN
04-2694095
Firm's address
500 W CUMMINGS PARK SUITE 5650
WOBURN
,
MA
01801
Phone no.
(781) 569-4700
Form
990-PF
(2023)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description