Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
AGNES M LINDSAY TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)10 NORTH ROAD SUITE 2
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHELMSFORD, MA01824
A Employer identification number

02-6004971
B Telephone number (see instructions)

(978) 455-7818
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$33,704,384J 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 bullet.............
3 Interest on savings and temporary cash investments 13 13  
4 Dividends and interest from securities... 13,316 13,316  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 716,955
b Gross sales price for all assets on line 6a 1,417,955
7 Capital gain net income (from Part IV, line 2)... 716,955
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)....... Click to see attachment -6,094 21,669  
12 Total. Add lines 1 through 11........ 724,190 751,953  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 150,000 75,000   75,000
14 Other employee salaries and wages...... 80,096 0   80,096
15 Pension plans, employee benefits....... 28,930 0   27,505
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 29,161 9,720   19,441
c Other professional fees (attach schedule).... Click to see attachment 69,315 69,315   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 8,188 90   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 9,236 0   9,236
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 31,606 15,235   16,371
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 406,532 169,360   227,649
25 Contributions, gifts, grants paid....... 1,037,440 1,037,440
26 Total expenses and disbursements. Add lines 24 and 25 1,443,972 169,360   1,265,089
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -719,782
b Net investment income (if negative, enter -0-) 582,593
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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.............      
2 Savings and temporary cash investments......... 196,364 1,235,594 1,235,594
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
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).......      
c Investments—corporate bonds (attach schedule)....... 956,300 Click to see attachment941,645 941,645
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 27,490,839 Click to see attachment31,527,145 31,527,145
14 Land, buildings, and equipment: basis bullet6,566
Less: accumulated depreciation (attach schedule) bullet6,566      
15 Other assets (describe bullet) Click to see attachment7,714 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 28,651,217 33,704,384 33,704,384
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)...... 18,220  
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment5,123
23 Total liabilities (add lines 17 through 22)......... 18,220 5,123
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 31,968,878 31,968,878
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -3,335,881 1,730,383
29 Total net assets or fund balances (see instructions)..... 28,632,997 33,699,261
30 Total liabilities and net assets/fund balances (see instructions). 28,651,217 33,704,384
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
28,632,997
2
Enter amount from Part I, line 27a .....................
2
-719,782
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
5,786,046
4
Add lines 1, 2, and 3 ..........................
4
33,699,261
5
Decreases not included in line 2 (itemize) bullet
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
33,699,261
Form 990-PF (2021)
Form 990-PF (2021)
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 CFI MULTI-STRATEGY EQUITY FUND, LLC P 2016-01-01 2021-12-31
b WEST STREET ENERGY PARTNERS AND AIV-1 P 2013-04-04 2021-12-31
c NEW MOUNTAIN PARTNERS IV ACCESS LP P 2014-12-16 2021-12-31
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 1,417,955   789,841 628,114
b       47,000
c       41,841
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       628,114
b       47,000
c       41,841
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 2 716,955
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 (2021)
Form 990-PF (2021)
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 Bullet 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)
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 8,098
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 8,098
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 4,400
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,698
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,098
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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)
    bulletNH
    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 2021 or the taxable year beginning in 2021? 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 (2021)
    Form 990-PF (2021)
    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 addressbulletLINDSAYTRUST.ORG
    14
    The books are in care ofbulletALAN LAMPERT Telephone no.bullet (978) 455-7818

    Located atbullet10 NORTH ROAD SUITE 2CHELMSFORDMA ZIP+4bullet01824
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, 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 bullet
    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
    ........bullet
    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 2021? .............
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 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.
    bullet20, 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 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    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
    .........bullet
    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
    ERNEST E DION TRUSTEE
    25.00     		50,000 0 0
    28 CENTRAL STREET APT D
    HUDSON,NH03051
    ALAN G LAMPERT TRUSTEE
    25.00     		50,000 0 0
    TEN NORTH ROAD
    CHELMSFORD,MA01824
    MICHAEL S DELUCIA TRUSTEE
    25.00     		50,000 0 0
    355 RIVER ROAD
    MANCHESTER,NH03104
    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
    AMY B LAMPERT ADMINISTRATOR DIRECT
    40.00     		80,096 21,714 0
    10 NORTH ROAD SUITE 2
    CHELMSFORD,MA01824
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    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
    COMMONFUNDS BROKER 67,955
    15 OLD DANBURY ROAD
    WILTON,CT06897
    Total number of others receiving over $50,000 for professional services.............bullet0
    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.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    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
    30,775,986
    b
    Average of monthly cash balances.......................
    1b
    665,070
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    31,441,056
    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
    31,441,056
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    471,616
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    30,969,440
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,548,472
    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
    1,548,472
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    8,098
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,098
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,540,374
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,540,374
    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
    1,540,374
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,540,374
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 257,339
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,265,089
    a Applied to 2020, but not more than line 2a 257,339
    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 2021 distributable amount..... 1,007,750
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		532,624
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    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 2021, enter the date of the ruling ....... bullet
     
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    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 bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ALAN LAMPERT
    10 NORTH ROAD SUITE 2
    CHELMSFORD,MA01824
    (978) 455-7818
    bThe form in which applications should be submitted and information and materials they should include:
    IN WRITING, RESUME OF ORGANIZATION AND PROGRAM, USE OF FUNDS, TWO YEARS OF AUDITED FINANCIAL STATEMENTS AND IRS DETERMINATION LETTER.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    LIMITED TO MA, ME, NH, AND VT. MUST BE 501 (C) (3) BUT NOT A PRIVATE FOUNDATION.
    Form 990-PF (2021)
    Form 990-PF (2021)
    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
    ABENAKI NATION OF MISSISQUOI
    100 GRAND AVENUE
    SWANTON,VT05488     		    FOOD PANTRIES,FOOD BANKS 5,000
    ACADIA COMMUNITY ASSOCIATION
    80 MOUNT DESERT STREET
    BAR HARBOR,ME04609     		    HEALTH AND WELFARE 5,000
    ACADIA FAMILY CENTER
    1 FERNALD POINT ROAD
    SOUTHWEST HARBOR,ME04679     		    HEALTH AND WELFARE 5,000
    ADOPTIVE AND FOSTER FAMILIES OF MAINE
    304 HANCOCK STREET SUITE 2A
    BANGOR,ME04401     		    HEALTH AND WELFARE 2,500
    ADOPTIVE AND FOSTER FAMILIES OF MAINE
    304 HANCOCK STREET SUITE 2A
    BANGOR,ME04401     		    SUMMER COTTAGE FOR ADOPTIVE & FOSTER FAMILIES 3,500
    AFRICAN CULTURAL SERVICES INC
    PO BOX 540325
    WALTHAM,MA02451     		    FOOD PANTRY 2,500
    AFRICAN CULTURAL SERVICES INC
    PO BOX 540325
    WALTHAM,MA02451     		    CAMPERSHIPS 2,500
    AGASSIZ BALDWIN COMMUNITY
    20 SACRAMENTO ST
    CAMBRIDGE,MA02138     		    CAMPERSHIPS 2,500
    AGASSIZ VILLAGE
    185 DEAN STREET SUITE 206
    NORWOOD,MA02062     		    HEALTH AND WELFARE 2,500
    ALAN DAY COMMUNITY GARDENS
    26 WHITMAN STREET
    NORWAY,NH04268     		    HEALTH AND WELFARE 5,000
    ALL CHILDREN CARED FOR EDUCATED SUPPORTIVE & SUCCESSFUL
    21 DURKEE STREET
    WINCHESTER,NH03470     		    CAMPERSHIPS 2,500
    AMERICAN OBESITY ASSOCIATION
    51 MIDDLESEX STREET
    NO CHEMSFORD,MA01863     		    HEALTH AND WELFARE 5,000
    AMHERST COMMUNITY CONNECTIONS
    236 NO PLEASANT STREET
    AMHERST,MA01004     		    HOMELESS SHELTERS 3,000
    ANTRIM BAPTIST CHURCH
    85 MAIN STREET
    ANTRIM,NH03440     		    FOOD PANTRIES,FOOD BANKS 2,500
    ANTRIM BAPTIST CHURCH
    85 MAIN STREET
    ANTRIM,NH03440     		    FOOD PANTRIES,FOOD BANKS 3,500
    AROOSTOOK COUNTY ACTION PROGRAM
    771 MAIN STREET
    PRESQUE ISLE,ME04769     		    HEALTH AND WELFARE 5,000
    ARTS IN REACH
    521 WENTWORTH ROAD
    NEW CASTLE,NH03854     		    CAMPERSHIPS 2,500
    ATTLEBORO YMCA
    63 N MAIN STREET
    ATTLEBORO,MA02703     		    CAMPERSHIPS 2,500
    BANGOR YMCA
    17 SECOND STREET
    BANGOR,ME04401     		    CAMPERSHIPS 2,500
    BELFAST AREA CHILD CARE SERVICES INC
    1025 WATERVILLE ROAD
    WALDO,ME04915     		    HEALTH AND WELFARE 5,000
    BELKNAP HOUSE
    200 COURT STREET
    LACONIA,NH03246     		    HOMELESS SHELTERS 10,000
    BERKSHIRE SOUTHERN REGIONAL COMM CTR
    15 CRISSEY ROAD GREAT
    BARRINGTON,MA01230     		    CAMPERSHIPS 3,000
    BETHANY HEALTH CARE CENTER
    97 BETHANY ROAD
    FRAMINGHAM,MA01702     		    HEALTH AND DENTAL 3,000
    BETHEL INSTITUTE FOR SOCIAL JUSTICE
    40 WALK HILL STREET
    JAMAICA PLAIN,MA02130     		    HEALTH AND WELFARE 2,500
    BEYOND SOCCER
    280 MERRIMACK STREET SUITE 280
    LAWRENCE,MA01843     		    HEALTH AND WELFARE 5,000
    BIG BROTHERS BIG SISTERS OF CENTRAL MASS
    484 MAIN STREET
    WORCESTER,MA01608     		    HEALTH AND WELFARE 3,675
    BIG BROTHERS BIG SISTERS OF SO MAINE
    PO BOX 123
    WESTBROOK,ME04098     		    HEALTH AND WELFARE 5,000
    BIG BROTHERS BIG SISTERS OF VERMONT
    PO BOX 1729
    BRATTLEBORO,VT05302     		    HEALTH AND WELFARE 5,000
    BIG SISTER ASSOCIATION OF GR BOSTON
    20 PARK PLAZA SUITE 1420
    BOSTON,MA02116     		    HEALTH AND WELFARE 5,000
    BIRTHDAY WISHES INC
    24 SUPERIOR DRIVE
    NATICK,MA01760     		    HOMELESS SHELTERS 5,000
    BLACKSTONE VALLEY BOYS & GIRLS CLUB
    115 CANAL ST PO BOX 283
    BLACKSTONE,MA01504     		    CAMPERSHIPS 2,500
    BONNYVALE ENVIRONMENTAL EDUCATION CTR
    PO BOX 2318
    WEST BRATTLEBORO,VT05303     		    CAMPERSHIPS 2,500
    BOSTON AREA GLEANERS INC
    240 BEAVER STREET
    WALTHAM,MA02452     		    HEALTH AND WELFARE 3,000
    BOYS & GIRLS CLUB OF BILLERICA INC
    19 CAMPBELL STREET
    BILLERICA,MA01821     		    CAMPERSHIPS 2,500
    BOYS & GIRLS CLUB OF BRATTLEBORO
    17 FLAT STREET
    BRATTLEBORO,VT05301     		    CAMPERSHIPS 2,500
    BOYS & GIRLS CLUB OF BURLINGTON
    62 OAK STREET
    BURLINGTON,VT05401     		    CAMPERSHIPS 2,500
    BOYS & GIRLS CLUB OF CAPE COD
    PO BOX 895
    MASHPEE,MA02649     		    CAMPERSHIPS 2,500
    BOYS & GIRLS CLUB OF CHICOPEE
    580 MEADOW ST
    CHICOPEE,MA01013     		    HEALTH AND WELFARE 2,000
    BOYS & GIRLS CLUB OF CHICOPEE
    580 MEADOW ST
    CHICOPEE,MA01013     		    CAMPERSHIPS 3,000
    BOYS' & GIRLS' CLUB OF GR SALEM NH
    3 GEREMONTY
    SALEM,NH03079     		    CAMPERSHIPS 2,500
    BOYS & GIRLS CLUB OF GREATER HAVERHILL
    55 EMERSON STREET
    HAVERHILL,MA01830     		    CAMPERSHIPS 2,500
    BOYS & GIRLS CLUB OF LYNN
    25 NORTH COMMON STREET
    LYNN,MA01902     		    CAMPERSHIPS 2,500
    BOYS & GIRLS CLUB OF METRO SOUTH
    19 COURT STREET
    TAUNTON,MA02780     		    CAMPERSHIPS 2,500
    BOYS & GIRLS CLUB OF METRO WEST
    169 PLEASANT ST
    MARLBOROUGH,MA01752     		    CAMPERSHIPS 2,500
    BOYS & GIRLS CLUBS OF STONEHAMWAKEFIELD
    15 DALE COURT
    STONEHAM,MA02180     		    CAMPERSHIPS 2,500
    BRIDGES DOMESTIC & SEXUAL VIOLENCE SPT
    28 CONCORD STREET
    NASHUA,NH03061     		    HOMELESS SHELTERS 3,725
    BRIGID'S HOUSE OF HOPE
    PO BOX 3836
    CONCORD,NH03301     		    HEALTH AND WELFARE 5,000
    BUILDING AUDACITY
    15 ALLEN AVENUE
    LYNN,MA01902     		    SUPPORT FOR CREATING INDOOR FARM 3,500
    BUILDING AUDACITY
    15 ALLEN AVENUE
    LYNN,MA01902     		    FOOD PANTRIES,FOOD BANKS 2,500
    BUTTONWOOD PARK ZOOLOGICAL SOCIETY
    425 HAWTHORN ST
    NEW BEDFORD,MA02740     		    CAMPERSHIPS 2,500
    CALEB INTERFAITH VOLUNTEER CAREGIVERS
    25 MAIN STREET
    LANCASTER,NH03584     		    HEALTH AND WELFARE 5,000
    CAMBRIDGE CAMPING ASSOCIATION
    99 BISHOP ALLEN DRIVE
    CAMBRIDGE,MA02139     		    CAMPERSHIPS 2,500
    CAMBRIDGE COMMUNITY CENTER
    5 CALLENDAR STREET
    CAMBRIDGE,MA02139     		    HEALTH AND WELFARE 3,000
    CAMP BEECH CLIFF
    264 BEECH HILL ROAD
    MOUNT DESERT,ME04660     		    CAMPERSHIPS 2,500
    CAMP EXCLAMATION POINT INC
    PO BOX 91
    RICHMOND,VT05477     		    CAMPERSHIPS 2,500
    CAMP HOWE INC
    1 FOREST ROAD
    GOSHEN,MA01032     		    CAMPERSHIPS 2,500
    CAMP SHRIVER
    100 MORRISSEY BOULEVARD
    BOSTON,MA02215     		    CAMPERSHIPS 2,500
    CAMP THORPE INC
    PO BOX 282
    SHELBURNE,VT05482     		    HEALTH AND WELFARE 2,363
    CARING UNLIMITED
    PO BOX 590
    SANFORD,ME04073     		    HOMELESS SHELTERS 5,000
    CASTLETON COMMUNITY SENIORS INC
    2108 MAIN STREET
    CASTLETON,VT05735     		    HEALTH AND WELFARE 5,000
    CENTER FOR AN ECOLOGY-BASED ECONOMY
    447 MAIN STREET
    NORWAY,ME04268     		    FOOD PANTRIES,FOOD BANKS 2,000
    CENTRAL LINCOLN COUNTY YMCA
    PO BOX 787
    DAMARISCOTTA,ME04543     		    CAMPERSHIPS 2,500
    CENTRAL VERMONT ADULT BASIC EDU
    100 FOSTER STREET
    SOUTHBRIDGE,MA01550     		    HEALTH AND WELFARE 5,000
    CHAMP HOMES INC
    82 SCHOOL STREET
    HYANNIS,MA02601     		    HOMELESS SHELTERS 5,000
    CHAMP HOMES INC
    82 SCHOOL STREET
    HYANNIS,MA02601     		    HOMELESS SHELTERS 2,500
    CHARTER HOUSE COALITION
    27 NORTH PLEASANT STREET
    MIDDLEBURY,VT05753     		    FOOD PANTRIES,FOOD BANKS 5,000
    CHARTER HOUSE COALITION
    27 NORTH PLEASANT STREET
    MIDDLEBURY,VT05753     		    HOMELESS SHELTERS 5,000
    CHILD CARE OF THE BERKSHIRES INC
    210 STATE STREET
    NORTH ADAMS,MA01247     		    REPLACE KITCHEN FLOOR IN MONUMENT SQUARE EARLY CHILDHOOD CENTER 3,500
    CHILDREN'S DISCOVERY MUSEUM
    7 EUSTIS PARKWAY
    WATERVILLE,ME04901     		    CAMPERSHIPS 2,500
    CIRCLE PROGRAM
    PO BOX 815
    PLYMOUTH,NH03264     		    CAMPERSHIPS 2,500
    CIRCLE INC
    PO BOX 652
    BARRE,VT05641     		    HOMELESS SHELTERS 5,000
    CITIZENS INN INC
    81 MAIN STREET
    PEABODY,MA01960     		    HEALTH AND WELFARE 2,500
    CITIZENS INN INC
    81 MAIN STREET
    PEABODY,MA01960     		    FOOD PANTRIES,FOOD BANKS 3,500
    CLEAR PATH FOR VETERANS NEW ENGLAND
    84 ANTIETAM STREET
    DEVENS,MA04134     		    HEALTH AND WELFARE 3,600
    COMMON GROUND CENTER
    473 TATRO ROAD
    STARKSBORO,VT05487     		    CAMPERSHIPS 2,500
    COMMUNITY ARTS CENTER
    119 WINDSOR ST
    CAMBRIDGE,MA02139     		    CAMPERSHIPS 2,500
    COMMUNITY DENTAL
    190 PARK AVENUE
    PORTLAND,ME04102     		    HEALTH AND DENTAL 5,000
    COMMUNITY HARVEST PROJECT
    37 WHEELER ROAD
    NORTH GRAFTON,MA01536     		    VOLUNTEER FARMING PROGRAM 3,000
    COMMUNITY HEALTH PROGRAMS INC
    444 STOCKBRIDGE ROAD
    GREAT BARRINGTON,MA01230     		    HEALTH AND DENTAL 3,000
    COMMUNITY RECREATION ASSOCIATION
    400 MAIN STREET
    DALTON,MA01226     		    CAMPERSHIPS 2,500
    COUTTS-MORIARTY CAMP INC
    PO BOX 565
    DERBY,VT058290565     		    CAMPERSHIPS 2,500
    DISMAS HOME OF NEW HAMPSHIRE
    102 FOURTH STREET
    MANCHESTER,NH01603     		    HEALTH AND DENTAL 7,500
    DISMAS HOUSE OF MASSACHUSETTS INC
    PO BOX 30125
    WORCESTER,MA01603     		    HOMELESS SHELTERS 2,500
    DISMAS OF VERMONT
    PO BOX 156
    HYDE PARK,VT05655     		    HEALTH AND WELFARE 1,800
    DISMAS OF VERMONT
    PO BOX 156
    HYDE PARK,VT05655     		    FOOD PANTRIES,FOOD BANKS 3,200
    DOVE INC
    PO BOX 690267
    QUINCY,MA02269     		    HEALTH AND WELFARE 3,000
    DWELLING HOUSE OF HOPE INC
    125 MOUNT HOPE STREET
    LOWELL,MA01854     		    PURCHASE OF NEW BOX TRUCK FOR FOOD PANTRY 5,000
    DWELLING HOUSE OF HOPE INC
    125 MOUNT HOPE STREET
    LOWELL,MA01854     		    FOOD PANTRIES,FOOD BANKS 2,500
    EASTERN AREA AGENCY ON AGING
    240 STATE STREET
    BREWER,ME04412     		    HEALTH AND WELFARE 3,000
    ELLSWORTH FREE MEDICAL CLINIC
    248 STATE STREET
    ELLSWORTH,ME04605     		    FREE DENTAL CARE & EDUCATION 3,500
    ELLSWORTH FREE MEDICAL CLINIC
    248 STATE STREET
    ELLSWORTH,ME04605     		    FREE DENTAL CARE & EDUCATION 6,500
    END 68 HOURS OF HUNGER
    PO BOX 676
    SOMERSWORTH,NH03878     		    HEALTH AND WELFARE 3,465
    END 68 HOURS OF HUNGER
    PO BOX 676
    SOMERSWORTH,NH03878     		    FOOD PANTRIES,FOOD BANKS 6,535
    FAIRFIELD COMMUNITY CENTER
    124 SCHOOL STREET PO BOX 16
    EAST FAIRFIELD,VT05448     		    CAMPERSHIPS 2,500
    FALL MOUNTAIN FRIENDLY MEALS
    122 NH ROUTE 12A
    LANGDON,NH03602     		    FOOD PANTRIES,FOOD BANKS 5,000
    FALL MOUNTAIN FRIENDLY MEALS
    122 NH ROUTE 12A
    LANGDON,NH03602     		    FOOD PANTRIES,FOOD BANKS 5,000
    FAMILIES FLOURISH NORTHEAST INC
    PO BOX 20
    ENFIELD,NH03749     		    HEALTH AND WELFARE 5,000
    FAMILY & CHILDREN'S SERVICES OF GR LYNN
    111 NORTH COMMON STREET
    LYNN,MA01902     		    HEALTH AND WELFARE 2,000
    FAMILY PROMISE OF GREATER CONCORD NH
    176 LOUDON ROAD SUITE 2
    CONCORD,NH03301     		    HOMELESS SHELTERS 5,000
    FAMILY PROMISE OF SOUTHERN NH
    PO BOX 450
    NASHUA,NH03061     		    HOMELESS SHELTERS 3,000
    FAMILY PROMISE OF SOUTHERN NH
    PO BOX 450
    NASHUA,NH03061     		    HOMELESS SHELTERS 3,000
    FARMSTEADS OF NEW ENGLAND INC
    213 CENTER ROAD
    HILLSBOROUGH,NH03244     		    FOOD PANTRIES,FOOD BANKS 2,500
    FIT-NHNH INC
    199 MANCHESTER STREET
    MANCHESTER,NH03103     		    FOOD PANTRIES/FOOD BANKS 10,000
    FLYING CLOUDS INSTITUTE INC
    20 STOCKBRIDGE ROAD SUITE 2
    GREAT BARRINGTON,MA01230     		    CAMPERSHIPS 2,500
    FOOD CONNECTS INC
    22 BROWNE CT UNIT 10
    BRATTLEBORO,VT03501     		    FOOD PANTRIES,FOOD BANKS 5,000
    FRANNIE PEABODY CENTER
    111 NORTH COMMON STREET
    PORTLAND,ME04101     		    PROPER DENTAL CARE FOR INDIVIDUALS WITH AIDS/HIV 5,000
    FRIEND'S OF BOSTON'S HOMELESS
    12 WISE STREET
    BOSTON,MA02130     		    HOMELESS SHELTERS 2,000
    FRIENDS OF MASCOMA FOUNDATION
    9 ON THE COMMON WAY
    CANAAN,NH03741     		    FOOD PANTRIES,FOOD BANKS 3,500
    FRIEND'S OF MASCOMA FOUNDATION
    9 ON THE COMMON WAY
    CANAAN,NH03741     		    FOOD PANTRIES,FOOD BANKS 2,500
    FRIENDS OF ST STEPHEN'S YOUTH PROGRAMS
    419 SHAWMUT AVENUE
    BOSTON,MA02118     		    HEALTH AND WELFARE 5,000
    FRIENDS OF THE RAFAEL HERNANDEZ INC
    61 SCHOOL STREET
    ROXBURY,MA02119     		    SUPPORT APPRENTICE LEARNING PROGRAM FOR 8TH GRADERS 2,500
    FUEL
    379 HAMMOND STREET
    CHESTNUT HILL,MA02467     		    FOOD PANTRIES,FOOD BANKS 5,000
    FURNITURE FRIENDS
    PO BOX 631
    WESTBROOK,ME04098     		    COMPUTERS & ITEMS TO HELP OPERATE THE WAREHOUSE 3,500
    GENESIS CLUB HOUSE INC
    274 LINCOLN ST
    WORCESTER,MA01605     		    HEALTH & WELFARE 5,000
    GIRLS AT WORK INC
    4 ELM STREET
    MANCHESTER,NH03103     		    CAMPERSHIPS 2,500
    GIRLS INC OF GREATER LOWELL
    220 WORTHEN STREET
    LOWELL,MA01852     		    CAMPERSHIPS 3,500
    GIRLS INC OF NEW HAMPSHIRE
    1171 SOUTH WILLOW STREET UNIT 3
    MANCHESTER,NH03103     		    CAMPERSHIPS 2,500
    GIRLS' LEAP
    PO BOX 220663
    DORCHESTER,MA02122     		    HEALTH AND WELFARE 3,757
    GIRLS ON THE RUN VERMONT
    188 ALLEN BROOK LANE SUITE 2
    WILLISTON,VT05495     		    HEALTH AND WELFARE 5,000
    GIVING GARDENS LTD
    11 PENINSULA DRIVE
    LUNENBURG,MA01462     		    HEALTH AND WELFARE 2,500
    GOOD NEIGHBOR FOOD PANTRY
    44 CHURCH STREET
    FRANCONIA,NH03580     		    FOOD PANTRIES,FOOD BANKS 2,400
    GRAFTON COUNTY SENIOR CITIZENS COUNCIL
    PO BOX 433
    LEBANON,NH037660433     		    HEALTH AND WELFARE 2,500
    GRANBY TO-GO
    385 EAST STATE STREET
    GRANBY,MA01033     		    FOOD PANTRIES,FOOD BANKS 5,000
    GREEN MOUNTAIN CAMP FOR GIRLS
    565 GREEN MOUNTAIN CAMP ROAD
    DUMMERSTON,VT05301     		    CAMPERSHIPS 2,500
    GREEN MOUNTAIN CONSERVANCY INC
    PO BOX 301
    WEST DUMMERSTON,VT05357     		    CAMPERSHIPS 2,500
    HOME INC
    PO BOX 10
    ORLAND,ME04472     		    HEALTH AND WELFARE 5,000
    HARBOR HOMES DBA HARBOR CARE
    77 NORTHEASTERN BLVD
    NASHUA,NH03062     		    HEALTH AND DENTAL 2,500
    HARMONY HOUSE INC
    PO BOX 706
    CHICOPEE,MA01021     		    HEALTH AND WELFARE 3,450
    HELPING HANDS INC CO VERSHARE
    PO BOX 112
    VERSHIRE,VT05079     		    FOOD PANTRIES,FOOD BANKS 2,000
    HIVHCV RESOURCE CENTER
    8 BLACKSMITH STREET
    LEBANON,NH03766     		    FOOD PANTRIES,FOOD BANKS 1,000
    HOCKOMOCK AREA YMCA
    300 ELMWOOD STREER
    NORTH ATTLEBORO,MA02760     		    FOOD PANTRIES,FOOD BANKS 10,000
    HOLY CROSS EARLY CHILDHOOD CENTER
    420 ISLAND POND ROAD
    MANCHESTER,NH03109     		    HEALTH AND WELFARE 3,000
    HOME HEALTHCARE HOSPICE & COMM SVCS
    312 MARLBORO STREET
    KEENE,NH03431     		    HEALTH AND WELFARE 5,000
    HOME INC
    PO BOX 10
    ORLAND,ME04472     		    FOOD PANTRIES,FOOD BANKS 5,000
    HOOPS AND HOMEWORK INC
    PO BOX 5
    FRAMINGHAM,MA01704     		    PURCHASE OF ADJUSTABLE HOOPS FOR BASKETBALL COURT 2,500
    HOPE AND COMFORT
    659 HIGHLAND AVE
    NEEDHAM,MA02494     		    HEALTH AND WELFARE 5,000
    HOSPICE VOLUNTEERS OF HANCOCK COUNTY
    14 MCKENZIE AVENUE
    ELLSWORTH,ME04605     		    HEALTH AND WELFARE 3,000
    HOSPITALITY HOMES INC
    PO BOX 15265
    BOSTON,MA02215     		    HELP FURNISH 2 APTS. FOR PATIENTS & FAMILIES WHO ARE IN BOSTON FOR MEDICAL CARE 3,500
    HUNDRED NIGHTS INC
    PO BOX 833
    KEENE,NH03431     		    HOMELESS SHELTERS 10,000
    HUNGER FREE VERMONT
    38 EASTWOOD DRIVE
    SO BURLINGTON,VT05043     		    HEALTH AND WELFARE 2,900
    INDEPENDENCE HOUSE INC
    160 BASSET LANE
    HYANNIS,MA02601     		    HOMELESS SHELTERS 5,000
    JEANNE GEIGER CRISIS CENTER INC
    TWO HARRIS STREET
    NEWBURYPORT,MA01950     		    HOMELESS SHELTERS 5,000
    JEREMIAH'S INN
    1059 MAIN STREET PO BOX 30035
    WORCESTER,MA01603     		    HEALTH AND WELFARE 10,000
    JEWISH BIG BROTHERS BIG SISTERS OF GREATER BOSTON
    330 NAHANTON STREET
    NEWTON,MA02459     		    HEALTH AND WELFARE 2,500
    JOHN HAY ESTATE AT THE FELLS
    465 ROUTE 103A
    NEWBURY,NH03255     		    CAMPERSHIPS 2,500
    KEENE SENIOR CENTER
    150 COURT STREET
    KEENE,NH03431     		    BUILDING IMPROVEMENTS 2,500
    KIDS FIRST CENTER
    US ROUTE 1 SUITE S
    SCARBOROUGH,ME04074     		    HEALTH AND WELFARE 3,300
    KIDS IN DISABILITY SPORTS INC
    PO BOX 1397
    LOWELL,MA01853     		    HEALTH AND WELFARE 3,000
    KING STREET CENTER
    PO BOX 1615
    BURLINGTON,VT05402     		    CAMPERSHIPS 2,500
    KINGSWOOD YOUTH CENTER
    PO BOX 697
    WOLFEBORO,NH03894     		    HEALTH AND WELFARE 1,500
    KNOX COUNTY HOMELESS COALITION
    PO BOX 1696
    ROCKLAND,ME04841     		    HOMELESS SHELTERS 4,820
    LAWRENCE BOYS & GIRLS CLUB INC
    136 WATER STREET
    LAWRENCE,MA01841     		    CAMPERSHIPS 2,500
    LINCOLN COUNTY DENTAL
    PO BOX 43
    WICASSET,ME04578     		    INSTALLATION OF VIDA SHIELD IN EXAM ROOMS 2,500
    LISTEN COMMUNITY SERVICES
    60 HANOVER STREET
    LEBANON,VT03766     		    FOOD PANTRIES,FOOD BANKS 3,000
    LITERACY VOLUNTEERS OF BANGOR
    354 HOGAN ROAD
    BANGOR,ME04401     		    DEVELOP & OPERATE MOBILE LEARNING INITIATIVE APPS 3,500
    LLOYD CENTER FOR THE ENVIRONMENT INC
    430 POTOMSKA ROAD
    DARTMOUTH,MA02748     		    CAMPERSHIPS 2,500
    LUDLOW COMM CTRRANDALL BOYS GIRLS CLUB
    91 CLAUDIAS WAY
    LUDLOW,MA01056     		    CAMPERSHIPS 2,500
    LYNN SHELTER ASSOCIATION
    91 LIBERTY STREET
    LYNN,MA01904     		    HOMELESS SHELTERS 3,000
    LYNN SHELTER ASSOCIATION
    91 LIBERTY STREET
    LYNN,MA01904     		    HOMELESS SHELTERS 3,000
    MAINE YOUTH ALLIANCE DBA GAME LOFT
    78A MAIN STREET
    BELFAST,ME04915     		    HEALTH AND WELFARE 3,000
    MAKING COMMUNITY HAPPEN (MCH)
    46 SUMMER ST
    ROCKLAND,ME04841     		    FOOD PANTRIES/FOOD BANKS 10,000
    MANCHESTER COMMUNITY MUSIC SCHOOL
    2291 ELM ST
    MANCHESTER,NH03104     		    CAMPERSHIPS 2,500
    MARQUERITE'S PLACE INC
    87 PALM ST
    NASHUA,NH03060     		    HOMELESS SHELTERS 15,000
    MARTHA'S VINEYARD BOYS & GIRLS CLUB
    PO BOX 654
    EDGARTOWN,MA02539     		    CAMPERSHIPS 2,500
    MASS ADOPTION RESOURCE EXCHANGE
    19 NEEDHAM STREET SUITE 206
    NEWTON,MA02461     		    HEALTH AND WELFARE 5,000
    MASS COALITION FOR THE HOMELESS INC
    73 BUFFUM ST
    LYNN,MA01902     		    HEALTH AND WELFARE 3,500
    MASSACHUSETTS COALITION FOR THE HOMELESS
    73 BUFFUM ST
    LYNN,MA01902     		    HOMELESS SHELTERS 3,000
    MASSACHUSETTS HOUSING & SHELTER ALLIANCE
    7 BULLFINCH PLACE SUITE 201
    BOSTON,MA02114     		    HOMELESS SHELTERS 3,000
    MAYHEW INC
    293 WEST SHORE ROAD PO BOX 120
    BRISTOL,NH03222     		    CAMPERSHIPS 2,500
    MERCY MEALS & MORE
    PO BOX 40515
    NEW BEDFORD,MA02744     		    FOOD PANTRIES,FOOD BANKS 10,000
    MERIDEN COMMUNITY CAMP CO MERIDEN CONGREGATIONAL CHURCH
    PO BOX 187
    MERIDEN,NH03770     		    CAMPERSHIPS 2,500
    MERRIMACK VALLEY DREAM CENTER
    60 ISLAND STREET
    LAWRENCE,MA01840     		    HOMELESS SHELTERS 5,000
    MIDDLESEX COUNTY FOUNDATION INC4-H CAMP
    1301 ERIKSON ROAD
    ASHBY,MA01431     		    CAMPERSHIPS 2,500
    MIDDSUMMER LUNCH & RECREATION PROGRAM
    PO BOX 985
    MIDDLEBURY,VT05753     		    CAMPERSHIPS 500
    MILESTONE ADVENTURES
    63 FISKE ROAD
    TOPSHAM,VT05076     		    FOOD PANTRIES,FOOD BANKS 2,500
    MILFORD YOUTH CENTER
    24 PEARL STREET
    MILFORD,MA01757     		    HEALTH AND WELFARE 1,325
    MISSION OF DEEDS INC
    6 CHAPIN AVENUE
    READING,MA01867     		    HEALTH AND WELFARE 4,125
    MOSAIC VERMONT INC
    4 COTTAGE STREET
    BARRE,VT05641     		    HOMELESS SHELTERS 5,000
    MUJERES UNIDAS AVANZANDO
    54 CLAYTON STREET
    DORCHESTER,MA02122     		    PURCHASE OF SOLAR PANELS 5,000
    MY BROTHER'S KEEPER
    PO BOX 338
    EASTON,MA03256     		    FOOD PANTRIES,FOOD BANKS 10,000
    MY TURN INC
    340 GRANITE STREET 1F
    MANCHESTER,NH03102     		    HEALTH AND WELFARE 2,500
    NEW ENGLAND YOUTH THEATRE
    100 FLAT STREET
    BRATTLEBORO,VT05301     		    CAMPERSHIPS 2,500
    NEW HAMPSHIRE DANCE INSTITUTE
    PO BOX 1116
    KEENE,NH03431     		    CAMPERSHIPS 2,500
    NEW HOPE INC
    247 MAPLE STREET
    ATTLEBORO,MA02703     		    HEALTH AND WELFARE 5,000
    NORTH BRANCH NATURE CENTER
    713 ELM STREET
    MONTPELIER,VT05602     		    CAMPERSHIPS 2,500
    NORTH CONWAY COMMUNITY CTR
    PO BOX 487
    NORTH CONWAY,NH03860     		    CAMPERSHIPS 2,500
    NORTH QUABBIN CITIZENS ADVOCACY INC
    PO BOX 362
    ORANGE,MA01364     		    HEALTH AND WELFARE 4,700
    NORTHAMPTON SURVIVAL CENTER
    265 PROSPECT ST
    NORTHAMPTON,MA01060     		    FOOD PANTRIES/FOOD BANKS 10,000
    NORTHEAST DEAF AND HARD OF HEARING
    57 REGIONAL DRIVE UNIT D
    CONCORD,NH03301     		    HEALTH AND WELFARE 5,000
    NORTHERN FOREST CANOE TRAIL
    PO BOX 565
    WAITSFIELD,VT05673     		    CAMPERSHIPS 1,000
    NORTHWOODS STEWARDSHIP CENTER
    PO BOX 220
    EAST CHARLESTON,VT05833     		    CAMPERSHIPS 2,500
    ON BELAY INC
    PO BOX 391
    NEWMARKET,NH03857     		    CAMPERSHIPS 2,500
    OUR BRIGHT FUTURE INC
    245 LITTLE ALUM ROAD
    BRIMFIELD,MA01010     		    FOOD PANTRIES,FOOD BANKS 5,000
    PARAN RECREATION INC
    PO BOX 393
    NORTH BENNINGTON,VT05257     		    CAMPERSHIPS 2,500
    PEMI YOUTH CENTER
    111 MAIN ST
    PLYMOUTH,NH03264     		    CAMPERSHIPS 2,500
    PENACOOK COMMUNITY CENTER INC
    76 COMMUNITY DRIVE
    PENACOOK,NH03303     		    CAMPERSHIPS 2,500
    PENOBSCOT BAY LANGUAGE PROGRAM
    28 GAY STREET
    ROCKLAND,ME04841     		    SUPPORT FREE ESL CLASSES FOR NON-ENGLISH SPEAKING PEOPLE 5,000
    PENOBSCOT BAY YMCA
    116 UNION ST PO BOX 840
    ROCKPORT,ME04856     		    CAMPERSHIPS 2,500
    PLAINFIELD'S COMMUNITY RESOURCE ROOM
    PO BOX 380
    MEDIDEN,NH03770     		    FOOD PANTRIES,FOOD BANKS 3,000
    PLOWSHARE FARM
    32 WHITNEY DRIVE
    GREENFIELD,NH03047     		    HEALTH AND WELFARE 5,000
    PORTLAND SCHOOL OF BALLET
    517 FOREST AVENUE SUITE 2
    PORTLAND,ME04101     		    CAMPERSHIPS 2,500
    PORTSMOUTH MUSIC AND ARTS CENTER
    973 ISLINGTON ST
    PORTSMOUTH,NH03801     		    CAMPERSHIPS 2,500
    PRESCOTT PARK ARTS FESTIVAL
    PO BOX 4370
    PORTSMOUTH,NH03802     		    CAMPERSHIPS 2,500
    PREVENT CHILD ABUSE VERMONT
    PO BOX 829
    MONTPELIER,VT05601     		    HEALTH AND WELFARE 2,500
    PROJECT AGAINST VIOLENT ENCOUNTERS
    102 DEWEY STREET
    BENNINGTON,VT01257     		    HOMELESS SHELTERS 5,000
    PROJECT SHAKESPEARE
    51 HARKNESS ROAD
    JAFFREY,NH03452     		    CAMPERSHIPS 1,000
    RAILROAD STREET YOUTH PROJECT
    PO BOX 698
    GREAT BARRINGTON,MA02130     		    HEALTH AND WELFARE 3,000
    REACH AFTERSCHOOL AND SUMMER PROGRAM
    135 SOUTH MAIN ST
    HARDWICK,VT05843     		    CAMPERSHIPS 2,500
    REACH AT BOSTON UNIVERSITY
    881 COMMONWEALTH AVENUE
    BOSTON,MA02215     		    CAMPERSHIPS 2,500
    REACH FOR THE TOP THERAPY SERVICES
    61 LOCUST STREET SUITE 331
    DOVER,NH03820     		    HEALTH AND WELFARE 5,000
    REACH OUT AND READ INC
    89 SOUTH STREET SUITE 201
    BOSTON,MA02111     		    HEALTH AND WELFARE 5,000
    READING-WEST WINDSOR FOOD SHELF INC
    PO BOX 384
    BROWNSVILLE,VT05037     		    FOOD PANTRIES,FOOD BANKS 3,000
    READING-WEST WINDSOR FOOD SHELF INC
    PO BOX 384
    BROWNSVILLE,VT05037     		    FOOD PANTRIES,FOOD BANKS 2,000
    REGIONAL ENVIRONMENTAL COUNCIL INC
    6 CASTLE STREET
    WORCESTER,MA01610     		    HEALTH AND WELFARE 5,000
    RESPOND INC
    PO BOX 555
    SOMERVILLE,MA02143     		    HEALTH AND WELFARE 5,000
    RETREAT FARM LTD
    45 FARMHOUSE SQUARE
    BRATTLEBORO,VT05301     		    HEALTH AND WELFARE 5,000
    RIVERBROOK RESIDENCE INC
    4 ICE GLEN ROAD
    STOCKBRIDGE,MA01262     		    HEALTH AND WELFARE 5,000
    RONALD MCDONALD HOUSE CHARITIES BURLINGTON VT INC
    16 SO WINOOSKI AVENUE
    BURLINGTON,VT05401     		    HEALTH AND DENTAL 7,500
    RUFUS PORTER MUSEUM OF ARTS
    PO BOX 544
    BRIDGTON,ME04009     		    CAMPERSHIPS 2,500
    RURAL ARTS COLLABORATIVE
    PO BOX 300
    GREENSBORO,VT05841     		    CAMPERSHIPS 2,500
    SAFE PASSAGE INC
    76 CARLTON DRIVE
    NORTHAMPTON,MA01060     		    HEALTH AND WELFARE 5,000
    SAMARITAN HOUSE INC
    20 KINGSMAN STREET
    ST ALBANS,VT05478     		    HOMELESS SHELTERS 7,500
    SAMARITANS INC
    41 WEST STREET
    BOSTON,MA02111     		    HEALTH AND WELFARE 2,000
    SCHOOL ON WHEELS OF MASS
    100 LAUREL ST SUITE 121
    EAST BRIDGEWATER,MA02333     		    PROVIDE SCHOOLBOOKS FOR HOMELESS & LOW-INCOME CHILDREN 3,000
    SHARE OUTREACH INC
    ONE COLUMBUS AVENUE
    MILFORD,NH03055     		    HEALTH AND WELFARE 3,000
    SILVER LAKE SENIOR HOUSING CORP INC
    14 GROVE STREET
    NORTH CONWAY,NH03860     		    PURCHASE OF NEW APPLIANCES, CARPET & FLOORING IN APTS. 5,000
    SOUTHEAST ASIAN COALITION OF CENTRAL MA
    484 MAIN STRREET
    WORCESTER,MA01608     		    HEALTH AND WELFARE 5,000
    SOUTHEASTERN MASS ARTS COLLABORATIVE
    PO BOX 356
    ATTLEBORO,MA02703     		    CAMPERSHIPS 2,500
    SPARK COMMUNITY CENTER INC
    59 HANOVER STREET
    LEBANON,NH03766     		    HEALTH AND WELFARE 2,500
    SPORTSMEN'S TENNIS CLUB
    999 BLUE HILL AVENUE
    DORCHESTER,MA02124     		    CAMPERSHIPS 2,500
    SPRINGFIELD RESCUE MISSION
    10 MILL STREET PO BOX 9045
    SPRINGFIELD,MA01108     		    FOOD PANTRIES/FOOD BANKS 5,000
    STARKSBORO COOPERATIVE PRESCHOOL
    2875 VT ROUTE 116
    STARKSBORO,VT05487     		    CAMPERSHIPS 2,500
    STATE YMCA CAMP OF MAINE
    305 WINTHROP CENTER RD PO BOX 446
    WINTHROP,ME04364     		    CAMPERSHIPS 2,500
    STEPS TO SUCCESS
    PO BOX 470421
    BROOKLINE,MA02447     		    HEALTH AND WELFARE 2,000
    SUPPORTIVE LIVING INC
    400 W CUMMINGS PARK SUITE 6100
    WOBURN,MA01801     		    HEALTH AND WELFARE 5,000
    TAPROOT FARM
    PO BOX 245
    LANCASTER,NH03584     		    CAMPERSHIPS 2,500
    THE ARC OF THE SOUTH SHORE
    20 PARK POND ROAD
    HINGHAM,MA02043     		    HEALTH AND WELFARE 5,000
    THE CENTER FOR GRIEVING CHILDREN
    555 FOREST AVENUE
    PORTLAND,ME04101     		    HEALTH AND WELFARE 5,000
    THE DREAM PROGRAM
    PO BOX 361
    WINOOSKI,VT05404     		    CAMPERSHIPS 2,500
    THE EDUCATION FARM JOPPA HILL INC
    174 JOPPA HILL ROAD
    BEDFORD,NH03110     		    CAMPERSHIPS 2,000
    THE FRONT DOOR AGENCY INC
    7 CONCORD STREET
    NASHUA,NH03064     		    HEALTH AND WELFARE 3,000
    THE GRAPEVINE FAMILY & COMM RESOURCE CTR
    4 AIKEN STREET
    ANTRIM,NH03440     		    CAMPERSHIPS 2,500
    THE HAVEN PROJECT INC
    57 MUNROE STREET
    LYNN,MA01901     		    HEALTH AND WELFARE 2,100
    THE KNOX CLINIC
    22 WHITE STREET
    ROCKLAND,ME04841     		    PURCHASE CLINICAL SUPPLIES FOR DENTAL CLINIC 4,000
    THE LOCKER PROJECT
    PO BOX 3134
    PORTLAND,ME04104     		    FOOD PANTRIES,FOOD BANKS 5,000
    THE LOCKER PROJECT
    PO BOX 3134
    PORTLAND,ME04104     		    SUPPORT SUMMER FRESH FOOD PROGRAM 5,000
    THE MAJESTIC THEATRE
    880 PAGE STREET
    MANCHESTER,NH03109     		    CAMPERSHIPS 1,500
    THE NORTHERN LIGHTHOUSE INC
    559 SWEDEN STREET
    CARIBOU,ME04736     		    HOMELESS SHELTERS 5,000
    THE SALVATION ARMY - NASHUA
    1 MONTGOMERY AVENUE
    NASHUA,NH03060     		    CAMPERSHIPS 2,500
    THE WELCOME PROJECT
    530 MYSTIC AVE 111
    SOMERVILLE,MA02145     		    HEALTH & WELFARE 5,000
    THE WELCOME PROJECT
    530 MYSTIC AVE 111
    SOMERVILLE,MA02145     		    HEALTH & WELFARE 2,000
    THE WINSTON PROUTY CENTER FOR CHILD AND FAMILY DEVELOPMENT
    209 AUSTINE DRIVE
    BRATTLEBORO,VT05301     		    HEALTH AND WELFARE 5,000
    THE WISH PROJECT INC
    PO BOX 8693
    LOWELL,MA01853     		    HEALTH AND WELFARE 2,000
    THEATRE ADVENTURE INC
    PO BOX 2264
    BRATTLEBORO,VT05303     		    CAMPERSHIPS 2,500
    THOMAS CHEW MEMORIAL BOYS & GIRLS CLUB
    PO BOX 5155
    FALL RIVER,MA02723     		    CAMPERSHIPS 2,500
    TILTON-NORTHFIELD RECREATION COUNCIL
    PO BOX 262
    NORTHFIELD,NH03276     		    CAMPERSHIPS 2,500
    TIN MOUNTAIN CONSERVATION CTR
    1245 BALD HILL ROAD
    ALBANY,NH03818     		    CAMPERSHIPS 2,500
    TLC FAMILY RESOURCE CENTER
    109 PLEASANT ST PO BOX 1098
    CLAREMONT,NH03743     		    HEALTH & WELFARE 5,000
    TREE STREET YOUTH
    144 HOWE STREET
    LEWISTON,ME04240     		    HEALTH AND WELFARE 3,000
    TREKKERS INC
    325 OLD COUNTY ROAD
    ROCKLAND,ME04841     		    CAMPERSHIPS 2,500
    TRINITY EVANGELICAL FREE CHURCH
    PO BOX 462
    WINDSOR,VT05089     		    FOOD PANTRIES,FOOD BANKS 2,900
    TRINITY EVANGELICAL FREE CHURCH
    PO BOX 462
    WINDSOR,VT05089     		    FOOD PANTRIES,FOOD BANKS 3,000
    TURNING POINTS NETWORK
    11 SCHOOL STREET
    CALREMONT,NH03743     		    HOMELESS SHELTERS 5,000
    TWIN RIVERS INTERFAITH FOOD PANTRY
    2 CENTRAL STREET UNIT C
    FRANKLIN,NH03235     		    FOOD PANTRIES,FOOD BANKS 3,000
    UNITED NATIONS OF GREATER BOSTON
    85 DEVONSHIRE ST SUITE 1000
    BOSTON,MA02109     		    CAMPERSHIPS 2,500
    UNITED WAY OF WINDHAM COUNTY
    PO BOX 617
    BRATTLEBORO,VT05302     		    NEW EQUIPMENT FOR DENTAL OFFICE 3,500
    URBAN FARMING INSTITUTE OF BOSTON
    487R NORFOLK STREET
    MATTAPAN,MA02126     		    HEALTH AND WELFARE 3,000
    URBANITY DANCE
    725 HARRISON AVENUE SUITE 100
    BOSTON,MA02118     		    CAMPERSHIPS 2,500
    VALLEY EYE RADIO INC
    1 FEDERAL STREET
    SPRINGFIELD,MA01105     		    HEALTH AND WELFARE 2,500
    VERMONT WILDERNESS SCHOOL
    PO BOX 2585
    BRATTLEBORO,VT05303     		    CAMPERSHIPS 2,500
    VERMONT WORKS FOR WOMEN
    32A MALLETTS BAY AVENUE
    WINOOSKI,VT05404     		    CAMPERSHIPS 2,500
    VET 2 VET MAINE
    11 MORIN STREET
    BIDDEFORD,ME04005     		    HEALTH AND WELFARE 4,800
    VOLUNTEERS IN MEDICINE BERKSHIRES INC
    777 MAIN STREET SUITE 4
    GREAT BARRINGTON,MA01230     		    HEALTH AND DENTAL 3,000
    WAYPOINT
    CHESTNUT STREET
    MANCHESTER,NH03104     		    FOOD PANTRIES,FOOD BANKS 3,000
    WAYPOINT
    CHESTNUT STREET
    MANCHESTER,NH03104     		    EXPANSION OF EMERGENCY OVERNIGHT SHELTERS 2,500
    WELLSPRING HOUSE INC
    302 ESSEX AVENUE
    GLOUCESTER,MA01930     		    HOMELESS SHELTERS 5,000
    WENTWORTH-DOUGLASS HOSPITAL
    789 CENTRAL STREET
    DOVER,NH03820     		    EXPENSES FOR DENTAL CARE 2,500
    WEST END HOUSE GIRLS CAMP INC
    105 ALLSTON STREET
    ALLSTON,MA02134     		    CAMPERSHIPS 2,500
    WHITE MOUNTAIN SCIENCE
    23 AMMONOOSUC STREET SUITE 1
    LITTLETON,NH03561     		    CAMPERSHIPS 2,500
    WILLIE ROSS SCHOOL FOR THE DEAF
    32 NORWAY ST
    LONGMEADOW,MA01106     		    HEALTH AND WELFARE 2,500
    WILLING HANDS ENTERPRISES INC
    198 CHURCH STREET
    NORWICH,VT05055     		    FOOD PANTRIES,FOOD BANKS 1,500
    WILLING HANDS ENTERPRISES INC
    198 CHURCH STREET
    NORWICH,VT05055     		    FOOD PANTRIES,FOOD BANKS 2,500
    WORCESTER YOUTH CENTER INC
    326 CHANDLER STREET
    WORCESTER,MA01602     		    HEALTH AND WELFARE 3,000
    YMCA OF CENTRAL MASSACHUSETTS
    766 MAIN STREET
    WORCESTER,MA01610     		    CAMPERSHIPS 3,000
    YMCA OF GREATER SPRINGFIELD
    PO BOX 15329
    SPRINGFIELD,MA01115     		    HEALTH AND WELFARE 3,000
    YMCA OF THE NORTHSHORESALEM YMCA
    ONE SEWALL STREET
    SALEM,MA01970     		    CAMPERSHIPS 2,500
    YOUNG WRITERS PROJECT
    47 MAPLE ST SUITE 215
    BURLINGTON,VT05401     		    HEALTH AND WELFARE 2,500
    YWCA OF CENTRAL MAINE
    130 EAST AVENUE
    LEWISTON,ME04240     		    HEALTH AND WELFARE 5,000
    YWCA OF CENTRAL MASSACHUSETTS
    1 SALEM SQUARE
    WORCESTER,MA01608     		    HOMELESS SHELTERS 2,000
    Total .................................bullet 3a 1,037,440
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    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 13  
    4 Dividends and interest from securities ....          
    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 ............     		    18 716,955  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aWEST STREET ENERGY PARTNERS AND AIV-1     		523000 -2,000 01    
    bNEW MOUNTAIN PARTNERS IV ACCESS LP 523000 -25,763 01    
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. -27,763 751,953 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    724,190
    (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 (2021)
    Form 990-PF (2021)
    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.
    Bullet Bullet
    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 Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    AGNES M LINDSAY TRUST
    EIN:
    02-6004971
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 29,161 9,720   19,441

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    AGNES M LINDSAY TRUST
    EIN:
    02-6004971
    Name of Bond End of Year Book Value End of Year Fair Market Value
    INVESTMENTS - CORPORATE BONDS 941,645 941,645

    TY 2021 InvestmentsOtherSchedule2
    Name:
    AGNES M LINDSAY TRUST
    EIN:
    02-6004971
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OTHER INVESTMENTS (PARTNERSHIPS) AT COST 1,732,376 1,732,376
    PUBLIC EQUITY AT COST 59,865 59,865
    COMMONFUNDS MULTI STRATEGIC EQUITY FUND AT COST 29,734,904 29,734,904

    TY 2021 OtherAssetsSchedule
    Name:
    AGNES M LINDSAY TRUST
    EIN:
    02-6004971
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSIT 1,394    
    PREPAID FEDERAL EXCISE TAX 6,320    


    TY 2021 OtherExpensesSchedule
    Name:
    AGNES M LINDSAY TRUST
    EIN:
    02-6004971
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 15,741 0   15,741
    TRUSTEE BOND FEE 15,235 15,235   0
    PROFESSIONAL DEVELOPMENT 630 0   630


    TY 2021 OtherIncomeSchedule2
    Name:
    AGNES M LINDSAY TRUST
    EIN:
    02-6004971
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NEW MOUNTAIN PARTNERS IV ACCESS LP -231 -231 -231
    OTHER 21,900 21,900 21,900
    WEST STREET ENERGY PARTNERS AND AIV-1 -2,000   -2,000
    NEW MOUNTAIN PARTNERS IV ACCESS LP -25,763   -25,763


    TY 2021 OtherIncreasesSchedule
    Name:
    AGNES M LINDSAY TRUST
    EIN:
    02-6004971
    Description Amount
    NET UNREALIZED INVESTMENT GAINS & LOSSES 5,786,046


    TY 2021 OtherLiabilitiesSchedule
    Name:
    AGNES M LINDSAY TRUST
    EIN:
    02-6004971
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL TAX PAYABLE 0 1,425
    FEDERAL EXCISE TAX PAYABLE 0 3,698


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    AGNES M LINDSAY TRUST
    EIN:
    02-6004971
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 69,315 69,315   0


    TY 2021 TaxesSchedule
    Name:
    AGNES M LINDSAY TRUST
    EIN:
    02-6004971
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 8,098 0   0
    FOREIGN TAX 90 90   0