Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
STODDARD CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)370 MAIN STREET 12TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WORCESTER, MA01608
A Employer identification number

04-6023791
B Telephone number (see instructions)

(508) 459-8000
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$104,552,062J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 63,298 63,298  
4 Dividends and interest from securities... 2,365,463 2,365,463  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,026,186
b Gross sales price for all assets on line 6a 11,139,924
7 Capital gain net income (from Part IV, line 2)... 4,026,186
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
List of Attached Documents:
// Content
484,897    
12 Total. Add lines 1 through 11........ 6,939,844 6,454,947  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
652,500 326,250   326,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
90,107 88,667   1,440
17 Interest............... 623 623    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
247,771 33,921    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
220,997 17,636   2,913
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,211,998 467,097   330,603
25 Contributions, gifts, grants paid....... 4,870,649 4,870,649
26 Total expenses and disbursements. Add lines 24 and 25 6,082,647 467,097   5,201,252
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 857,197
b Net investment income (if negative, enter -0-) 5,987,850
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,615,068 3,903,804 3,903,804
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 38,853,464 Click to see attachment
List of Attached Documents:
// Content
37,761,647 		87,527,261
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,853,925 Click to see attachment
List of Attached Documents:
// Content
8,580,122 		13,120,997
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 49,322,457 50,245,573 104,552,062
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 49,322,457 50,245,573
29 Total net assets or fund balances (see instructions)..... 49,322,457 50,245,573
30 Total liabilities and net assets/fund balances (see instructions). 49,322,457 50,245,573
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
49,322,457
2
Enter amount from Part I, line 27a .....................
2
857,197
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
67,077
4
Add lines 1, 2, and 3 ..........................
4
50,246,731
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,158
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
50,245,573
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a AIM INVT FDS INVESCO INVT FDS DEVEL D 2021-12-17 2022-11-03
b MEDICAL PROPERTIES TRUST INC D 2021-05-18 2022-08-16
c AMEREN ILL CO PFD 4.08% D 2019-07-23 2022-02-08
d AIM INVT FDS INVESCO INVT FDS DEVEL D 2019-12-17 2022-11-03
e SPDR SER TR S&P BIOTECH D 2017-02-14 2022-12-27
AMEREN ILL CO PFD 4.20% D 2019-12-03 2022-02-18
AIM INVT FDS INVESCO INVT FDS DEVEL D 2019-12-17 2022-11-03
WARNER BROS DISCOVERY D 2016-07-22 2022-04-22
AMEREN ILL COMPANY 4.7% D 2019-01-15 2022-02-18
AIM INVT FDS INVESCO INVT FDS DEVEL D 2013-12-10 2022-11-03
WARNER BROS DISCOVERY D 2016-07-22 2022-11-02
EVOTEC AG ADR D   2022-02-17
AIM INVT FDS INVESCO INVT FDS DEVEL D 2014-12-08 2022-11-03
WARNER BROS DISCOVERY D 2011-05-16 2022-11-02
GREAT ELM CAP COR 6500 D 2019-06-11 2022-01-19
APPLE COMPUTER INC D 2016-07-22 2022-12-05
WARNER BROS DISCOVERY D 2011-08-16 2022-11-02
HOWMET AEROSPACE INC D 2013-05-13 2022-03-04
APPLE COMPUTER INC D 2015-04-19 2022-12-05
AIM INVT FDS INVESCO INVT FDS DEVEL D 2011-03-09 2022-11-03
NIAGARA MOWHAWK POWER D 2019-05-23 2022-10-26
AT&T INC D 2016-07-22 2022-12-22
AT&T INC D 2006-03-06 2022-04-18
AT&T INC D 2011-05-06 2022-12-22
COLGATE PALMOLIVE D 1990-06-29 2022-03-16
AT&T INC D 2020-08-06 2022-12-22
COLGATE PALMOLIVE D 1984-02-14 2022-03-16
BLACKSTONE INC D 2015-07-14 2022-12-22
MEDICAL PROPERTIES TRUST INC D 2007-05-17 2022-08-16
BLACKSTONE INC D 2014-07-17 2022-12-27
OTIS WORLDWIDE CORP D 1984-12-14 2022-04-18
ISHARES S&P 500 GROWTH INDEX D 2015-03-25 2022-12-27
PFIZER INC D 2003-08-11 2022-01-26
ISHARES TR MSCI EAFE ETF D 2015-04-15 2022-11-02
VANGUARD INTL EQUITY INDEX FDS D 2013-10-09 2022-11-02
MAGELLAN MIDSTREAM PARTNERS D 2020-01-15 2022-03-23
WARNER BROS DISCOVERY D 2006-03-06 2022-11-02
(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 23,624   34,518 -10,894
b 505,636   643,853 -138,217
c 202,767   216,840 -14,073
d 8,201   11,522 -3,321
e 343,692   296,250 47,442
114,250   120,800 -6,550
764   1,074 -310
4   8 -4
222,040   231,855 -9,815
2,190   2,534 -344
7,158   23,653 -16,495
16,212     16,212
7,457   8,489 -1,032
29,885   71,716 -41,831
24,830   25,000 -170
583,386   98,655 484,731
37,045   85,323 -48,278
193,548   243,100 -49,552
714,648   103,264 611,384
458,581   500,000 -41,419
25,933   27,521 -1,588
44,572   75,536 -30,964
197,669   212,972 -15,303
186,042   228,947 -42,905
312,518   18,068 294,450
230,614   272,387 -41,773
595,272   12,344 582,928
583,859   327,631 256,228
323,275   250,697 72,578
452,491   215,059 237,432
403,229   12,453 390,776
2,004,578   994,861 1,009,717
475,160   23,749 451,411
714,668   799,672 -85,004
460,635   494,591 -33,956
298,262   362,084 -63,822
31,753   66,712 -34,959
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       -10,894
b       -138,217
c       -14,073
d       -3,321
e       47,442
      -6,550
      -310
      -4
      -9,815
      -344
      -16,495
      16,212
      -1,032
      -41,831
      -170
      484,731
      -48,278
      -49,552
      611,384
      -41,419
      -1,588
      -30,964
      -15,303
      -42,905
      294,450
      -41,773
      582,928
      256,228
      72,578
      237,432
      390,776
      1,009,717
      451,411
      -85,004
      -33,956
      -63,822
      -34,959
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 4,026,186
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 -10,894
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 83,231
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  
3 Add lines 1 and 2........................... 3 83,231
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 83,231
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 43,866
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 120,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 163,866
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 80,635
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow80,635 Refundedright arrow 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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowWARNER S FLETCHER Telephone no.right arrow (508) 459-8000

Located atright arrow370 MAIN STREET 12TH FLOORWORCESTERMA ZIP+4right arrow01608
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022? .............
1d
 
 
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2022.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
WARNER S FLETCHER CHAIRMAN/TTE
10.00 		0 0 0
370 MAIN STREET 12TH FLOOR
WORCESTER,MA01608
ALLEN W FLETCHER TRUSTEE
1.00 		0 0 0
4 ASH STREET
WORCESTER,MA01604
JUDITH S KING TREAS/TTEE
1.00 		0 0 0
140 MAIN STREET BOX 448
SOUTHBORO,MA01772
VALERIE S LORING SEC/TTEE
1.00 		0 0 0
4 SCHOLAR ROAD
FALMOUTH,ME04105
JUSTIN L FLETCHER TRUSTEE
1.00 		0 0 0
3 KEELER FARM WAY
LEXINGTON,MA02420
JENNIFER PARADEE TRUSTEE
1.00 		0 0 0
8 WALKER ROAD
KENNEBUNK,ME04043
MEGAN FLETCHER TRUSTEE
1.00 		0 0 0
1689 NOE STREET
SAN FRANCISO,CA94131
ROBERT LORING TRUSTEE
1.00 		0 0 0
1087 KINGS HIGHWAY
KENNEBUNKPORT,ME04046
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
FLETCHER TILTON PC TRUST & ACCOUNT 655,380
370 MAIN ST 12TH FLOOR
WORCESTER,MA01608
NIXON PEABODY CUSTODIAL FEES 87,227
100 SUMMER STREET
BOSTON,MA02110
Total number of others receiving over $50,000 for professional services.............right arrow  
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
112,504,324
b
Average of monthly cash balances.......................
1b
1,605,078
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
114,109,402
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
114,109,402
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,711,641
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
112,397,761
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,619,888
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
5,619,888
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
83,231
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
83,231
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,536,657
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
5,536,657
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
5,536,657
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
5,201,252
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
5,201,252
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 5,536,657
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only.......  
b Total for prior years:20, 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 100,789
b From 2018...... 207,589
c From 2019...... 182,870
d From 2020...... 376,328
e From 2021......  
f Total of lines 3a through e ........ 867,576
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 5,201,252
a Applied to 2021, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2022 distributable amount..... 5,201,252
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2022. 335,405 335,405
(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 5 532,171
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		0
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) ....... 		 
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		532,171
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019.... 155,843
c Excess from 2020.... 376,328
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2022, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
WARNER S FLETCHER
370 MAIN ST 12TH FLOOR
WORCESTER,MA01608
(508) 459-8000
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS SHOULD BE MADE BY LETTER, ORIGINAL PLUS (7)COPIES SIGNED BY THE PRESIDENT OR EXECUTIVE DIRECTOR, AND NARRATIVE STYLE PROPOSAL, PLUS (1) ONE COPY OF IRS LETTER, ORGANIZATION'S OPERATIONAL AND PROGRAM BUDGET, MOST RECENT FINANCIAL STATEMENT, TRUSTEE LIST, PLUS ANYTHING ELSE THE APPLICANT FEELS WOULD GIVE THE TRUSTEES A BETTER FEEL/SENSE OF THE APPLICANT AND/OR PROJECT
cAny submission deadlines:
MEETING SCHEDULES ARE APRIL, JUNE, SEPTEMBER, AND DECEMBER. APPLICATIONS SHOULD BE RECEIVED BY THE 1
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTMAKING FOCUS ARE CAPITAL NEEDS, WITH SOME (MOSTLY HISTORICAL/GRANDFATHERED)OPERATIONAL SUPPORT; PRIVATE NON-PROFITS (501(C)(3)); GENERALLY NO CHURCHES OR SIMILAR RELIGIOUS ORGANIZATIONS, PUBLIC ENTITIES, OR SPONSORSHIPS; PRIMARILY IN THE CITY OF WORCESTER.
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

VETERANS INC

69 GROVE STREET
WORCESTER,MA01605 		    TOWARD COST OF NEW HEATING SYSTEM 100,000

ELEVATE OAKLAND

328 63RD STREET
OAKLAND,CA94618 		    2022 UNSOLICITED GRANTS-E FLETCHER 2,500

CORNERSTONE COMMUNITY CHURCH

4351 BIG HORN AVENUE
SHERIDAN,WY82801 		    2022 UNSOLICITED GRANT-W KING-FOR TH 2,500

AGNES IRWIN SCHOOL

275 SOUTH ITHAN AVENUE
BRYN MAWR,PA19010 		    2022 UNSOLICITED GRANT-TOM LORING AN 1,000

ALAMEDA COUNTY COMMUNITY FOOD BANK

P O BOX 2599
OAKLAND,CA94616 		    2022 UNSOLICITED GRANTS-E FLETCHER 2,500

AMERICAN ANTIQUARIAN SOCIETY

185 SALISBURY STREET
WORCESTER,MA01609 		    2022 UNSOLICITED GRANTS (V LORING)-H 1,000

AMERICAN RED CROSS OF CENTRAL MASSA

THE REMILLARD BUILDING200
WORCESTER,MA01606 		    2022 UNSOLICITED GRANTS (R LORING) 1,000

AMERICAN RED CROSS OF CENTRAL MASSA

THE REMILLARD BUILDING200
WORCESTER,MA01606 		    2022 UNSOLICITED GRANT-J PARADEE 4,000

AMERICAN RED CROSS OF CENTRAL MASSA

THE REMILLARD BUILDING200
WORCESTER,MA01606 		    SUPPORT DISASTER CLIENT ASSISTANCE I 30,000

AMERICAN RED CROSS OF MASSACHUSETTS

101 STATION LANDING SUIT
MEDFORD,MA02155 		    2022 UNSOLICITED GRANTS (V LORING) 1,000

ANGELS-NET FOUNDATION INC

360 WEST BOYLSTON STREET
WEST BOYLSTON,MA01583 		    TOWARDS THE PURCHASE OF A 2019, 15 S 20,000

ARCHITECTURAL HERITAGE FOUNDATION (

100 FRONT STREET
WORCESTER,MA01608 		    TOWARDS PRE-DEVELOPMENT FUNDS FOR TH 250,000

BANCROFT SCHOOL

110 SHORE DRIVE
WORCESTER,MA01605 		    2022 UNSOLICITED GRANTS (R LORING) 2,000

BLACK EXCELLENCE ACADEMY FA CHARLE

115 BEECHING STREET
WORCESTER,MA01602 		    SUPPORT FALL 2022 AND SPRING 2023 SC 7,000

BOTTOM LINE

500 ARMORY STREET SUITE
JAMACIA PLAN,MA02130 		    2022 UNSOLICITED GRANT-E TAYLOR (J P 2,000

BOYS & GIRLS CLUB OF WORCESTER

64 TAINTER STREET
WORCESTER,MA01610 		    TOWARD SECURITY EQUIPMENT FOR TWO OU 90,000

BRIARWOOD COMMUNITY (THE)

65 BRIARWOOD CIRCLE
WORCESTER,MA01606 		    TOWARD THE PURCHASE OF PROPERTY 500,000

CAPE ABILITIES INC

INDEPENDENCE PARK 895 8
HYANNIS,MA02601 		    2022 UNSOLICITED GRANT-E TAYLOR (LTR 5,000

CASA PROJECT INC (THE)

100 GROVE STREET
WORCESTER,MA01605 		    CHILD COURT ADVOCACY PROGRAM IN FISC 20,000

CASA PROJECT INC (THE)

100 GROVE STREET
WORCESTER,MA01605 		    2022 UNSOLICITED GRANTS (J FLETCHER) 5,000

CASA PROJECT INC (THE)

100 GROVE STREET
WORCESTER,MA01605 		    2022 UNSOLICITED GRANT-J PARADEE 3,000

CITYSIDE

2120 UNIVERSITY AVENUE
BERKLEY,CA94704 		    2022 UNSOLICITED GRANTS-E FLETCHER 2,500

COLLEGE OF THE HOLY CROSS

ONE COLLEGE STREET
WORCESTER,MA01610 		    2022 UNSOLICITED GRANT-ANDREW FLETCH 2,500

COMMUNITY HARVEST PROJECT INC

37 WHEELER ROAD
NORTH GRAFTON,MA01536 		    TOWARD THE PURCHASE OF AN AGRICULTUR 125,000

COMMUNITY HARVEST PROJECT INC

37 WHEELER ROAD
NORTH GRAFTON,MA01536 		    2022 UNSOLICITED GRANTS (R LORING) 2,000

COMMUNITY LEGAL AID

370 MAIN STREET
WORCESTER,MA01608 		    TOWARDS THE MOVE TO THEIR NEW WORCES 30,000

CREATIVE HUB WORCESTER

134 ELM STREET APARTMENT
WORCESTER,MA01609 		    2022 UNSOLICITED GRANTS (ALLEN FLETC 5,000

CREATIVITY EXPLORED

3245 16TH STREET
SAN FRANCISCO,CA94103 		    2022 UNSOLICITED GRANTS-MEGAN FLETCH 20,000

DISMAS HOUSE OF MASSACHUSETTS INC

PO BOX 30125
WORCESTER,MA01603 		    SUPPORT OF SERVICES NEEDED FOR HOMEL 15,000

DOCTORS WITHOUT BORDERS USA INC

PO BOX 5030
HAGERSTOWN,MD21741 		    2022 UNSOLICITED GRANT-T & W PICKERI 2,000

FACE TO FACE

123 EAST PRICE STREET
PHILADELPHIA,PA19144 		    2022 UNSOLICITED GRANT-TOM LORING AN 1,000

FIRST BAPTIST CHURCH

111 PARK AVENUE
WORCESTER,MA01609 		    2022 UNSOLICITED GRANTS (R LORING) 2,000

FITCHBURG ART MUSEUM

185 ELM STREET
FITCHBURG,MA01420 		    SUPPORT, IN PART, THE REPLACEMENT AN 25,000

FRIENDS OF GANONDAGAN INC

PO BOX 113
VICTOR,NY14564 		    2022 UNSOLICITED GRANT-T & W PICKERI 1,000

FRIENDS OF WISSAHICKON INC

8708 GERMANTOWN AVENUE
PHILADELPHIA,PA19118 		    2022 UNSOLICITED GRANT-TOM LORING AN 1,000

FROST FREE LIBRARY

PO BOX 457
MARLBOROUGH,NH03455 		    2022 UNSOLICITED GRANT (S LORING) IN 1,500

GENESIS CLUB INC

274 LINCOLN STREET
WORCESTER,MA01605 		    SUPPORT THE INSTALLATION OF A WHEELC 10,000

GIRLS INC OF WORCESTER

125 PROVIDENCE STREET
WORCESTER,MA01604 		    2022 UNSOLICITED GRANTS (V LORING)-C 5,000

GIRLS INC OF WORCESTER

125 PROVIDENCE STREET
WORCESTER,MA01604 		    2022 UNSOLICITED GRANTS (R LORING) 1,000

GIRLS INC OF WORCESTER

125 PROVIDENCE STREET
WORCESTER,MA01604 		    2022 UNSOLICITED GRANTS-J KING 2,500

GIRLS INC OF WORCESTER

125 PROVIDENCE STREET
WORCESTER,MA01604 		    2022 UNSOLICITED GRANT-J KING 2,500

GOOD SPORTS

1515 WASHINGTON STREET S
BRAINTREE,MA02184 		    2022 UNSOLICITED GRANTS-MATT FLETCHE 2,500

GREATER WORCESTER LAND TRUST

4 ASH STREET
WORCESTER,MA01604 		    2022 UNSOLICITED GRANTS (ALLEN FLETC 5,000

GREEN AMERICA

1612 K STREET NW SUITE
WASHINGTON,DC20006 		    2022 UNSOLICITED GRANT-T & W PICKERI 1,000

GUILD OF ST AGNES

405 GROVE STREET
WORCESTER,MA01605 		    TOWARD THE RENOVATION AND CONVERSION 200,000

HANOVER THEATRE AND CONSERVATORY FO

554 MAIN STREET
WORCESTER,MA01608 		    SUPPORT THE THT REP CAMPAIGN 300,000

HEALTH FOUNDATION OF CENTRAL MASSAC

446 MAIN STREET 20TH FLO
WORCESTER,MA01608 		    SUPPORT THE WORCESTER HOMECOMING PRO 35,000

HOMES FOR OUR TROOPS INC

6 MAIN STREET
TAUNTON,MA02780 		    2022 UNSOLICITED GRANTS-MATT FLETCHE 2,500

HORACE MANN EDUCATIONAL ASSOCIATES

8 FORGE PARKWAY
FRANKLIN,MA02038 		    SUPPORT BUILDING OUT ADDITIONAL SPAC 30,000

JEREMIAH'S INN

PO BOX 30035
WORCESTER,MA01603 		    2022 UNSOLICITED GRANTS (J FLETCHER) 5,000

JEREMIAH'S INN

PO BOX 30035
WORCESTER,MA01603 		    2022 UNSOLICITED GRANTS-W FLETCHER 5,000

JEREMIAH'S INN

PO BOX 30035
WORCESTER,MA01603 		    TOWARDS THE RELOCATION OF THE NUTRIT 30,000

JOY OF MUSIC PROGRAM INC

1 GORHAM STREET
WORCESTER,MA01605 		    STRUCTURAL IMPROVEMENT PROJECT 140,000

JOY OF MUSIC PROGRAM INC

1 GORHAM STREET
WORCESTER,MA01605 		    SUPPORT THE SCHOOLS FINANCIAL AID PR 7,000

LATIN AMERICAN BUSINESS ORGANIZATIO

33 HIGHLAND STREET
WORCESTER,MA01608 		    OPERATIONAL COSTS 10,000

LAUDHOLM TRUST & WELLS RESERVE

342 LAUDHOLM FARM ROAD
WELLS,ME04090 		    2022 UNSOLICITED GRANT-J PARADEE 2,000

LEXINGTON EDUCATION FOUNDATION

9 MERIAM STREET SUITE 5
LEXINGTON,MA02420 		    2022 UNSOLICITED GRANTS-MATT FLETCHE 2,500

LEXINGTON EDUCATION FOUNDATION

9 MERIAM STREET SUITE 5
LEXINGTON,MA02420 		    2022 UNSOLICITED GRANT-ANDREW FLETCH 2,500

LITERACY VOLUNTEERS OF GREATER WORC

3 SALEM SQUARE SUITE 332
WORCESTER,MA01608 		    SUPPORT ADULT ESOL AND BASIC LITERAC 10,000

LITERACY VOLUNTEERS OF GREATER WORC

3 SALEM SQUARE SUITE 332
WORCESTER,MA01608 		    2022 UNSOLICITED GRANTS (ALLEN FLETC 5,000

LITERACY VOLUNTEERS OF GREATER WORC

3 SALEM SQUARE SUITE 332
WORCESTER,MA01608 		    2022 UNSOLICITED GRANT-J PARADEE 2,000

LOUIS T GRAVES MEMORIAL LIBRARY

P O BOX 391
KENNEBUNKPORT,ME04046 		    2022 UNSOLICITED GRANTS-J KING 2,500

MAIN SOUTH COMMUNITY DEVELOPMENT CO

875 MAIN STREET
WORCESTER,MA01610 		    SUPPORT THE AGENCYS CORE OPERATIONAL 40,000

MAINE SEACOAST MISSION

PO BOX 650
NORTHEAST HARBOR,ME04662 		    2022 UNSOLICITED GRANTS (S LORING)-E 1,000

MASS AUDUBON BREWSTER'S WOODS WILDL

BALLS HILL ROAD
CONCORD,MA01742 		    2022 UNSOLICITED GRANTS-J KING 5,000

MASSACHUSETTS FARMERS MARKETS

C/O MFM CAMPAIGN FOR WORC
WALTHAM,MA02452 		    SUPPORT OF THE MFM CAMPAIGN FOR WORC 15,000

MASSACHUSETTS GENERAL HOSPITAL

100 CAMBRIDGE STREET SUI
BOSTON,MA02114 		    2022 UNSOLICITED GRANT-ANDREW FLETCH 2,500

MASSACHUSETTS SYMPHONY ORCHESTRA

TUCKERMAN HALLBOX 20070
WORCESTER,MA01602 		    TO FULLY RESTORE TUCKERMAN HALLS FAI 35,000

MIDCOAST CONSERVANCY

PO BOX 439 290 US RO
EDGECOMB,ME04556 		    2022 UNSOLICITED GRANT-T & W PICKERI 1,000

MIDDLEBURY COLLEGE

9 OLD CHAPEL ROAD
MIDDLEBURY,VT05753 		    2022 UNSOLICITED GRANT-ANDREW FLETCH 2,500

MUSIC WORCESTER INC

319 MAIN STREET
WORCESTER,MA01608 		    2022 UNSOLICITED GRANTS (R LORING) 2,000

MUSIC WORCESTER INC

319 MAIN STREET
WORCESTER,MA01608 		    2022 UNSOLICITED GRANT-W FLETCHER: T 5,000

MUSTARD SEED CATHOLIC WORKER COMMUN

93 PIEDMONT STREET
WORCESTER,MA01609 		    SUPPORT PAVILION PROJECT 25,000

MUSTARD SEED CATHOLIC WORKER COMMUN

93 PIEDMONT STREET
WORCESTER,MA01609 		    2022 UNSOLICITED GRANTS (R LORING) 2,000

NEADS

PO BOX 1100
PRINCETON,MA01541 		    SUPPORT OF VITAL CAPITAL INVESTMENT 15,000

NEW BEGINNINGS CHURCH-AGAPE' MINIST

309 NORTH 15TH AVENUE
BOZEMAN,MT59715 		    2022 UNSOLICITED GRANT-WILL KING 2,500

NEW GARDEN PARK - FISCAL AGENT FOR

WORCESTER BUSINESS DEVELO
WORCESTER,MA01604 		    DENHOLM'S OCCUPANTS RELOCATION 100,000

NORTH YARMOUTH ACADEMY

148 MAIN STREET
YARMOUTH,ME04096 		    2022 UNSOLICITED GRANT-E TAYLOR (LTR 2,000

NOTRE DAME ACADEMY

425 SALISBURY STREET
WORCESTER,MA01609 		    SUPPORT EFFORTS TO INCREASE ACCESSIB 100,000

OAKLAND GENESIS SOCCER CLUB

638 FAIRVIEW STREET
OAKLAND,CA94609 		    2022 UNSOLICITED GRANTS-E FLETCHER 2,500

ONE WORCESTER

PO BOX 2496
WORCESTER,MA01613 		    OPERATIONAL/PROGRAMMING 15,000

OPEN SKY COMMUNITY SERVICES

4 MANN STREET
WORCESTER,MA01602 		    TOWARDS THE NEW GROVE STREET FACILIT 50,000

OPEN SKY COMMUNITY SERVICES

4 MANN STREET
WORCESTER,MA01602 		    TOWARDS THE NEW GROVE STREET FACILIT 50,000

PACHAMAMA ALLIANCE

PO BOX 29191
SAN FRANCISCO,CA94129 		    2022 UNSOLICITED GRANT-T & W PICKERI 1,000

PAKACHOAG MUSIC SCHOOL OF GREATER W

203 PAKACHOAG STREET
AUBURN,MA01501 		    TOWARDS THE PURCHASE OF A STEINWAY G 15,000

PARK SCHOOL OF BALTIMORE

2425 OLD COURT ROAD
BALTIMORE,MD21208 		    2022 UNSOLICITED GRANT-T & W PICKERI 2,000

PLANNED PARENTHOOD LEAGUE OF MASSAC

470 PLEASANT STREET
WORCESTER,MA01609 		    2022 UNSOLICITED GRANTS (ALLEN FLETC 5,000

PLEASANT STREET NEIGHBORHOOD NETWOR

377 PLEASANT STREET
WORCESTER,MA01609 		    OPERATIONAL SUPPORT 10,000

PLIMOTH PATUXET MUSEUMS INC

137 WARREN AVENUE
PLYMOUTH,MA02360 		    2022 UNSOLICITED GRANTS (S LORING) 1,000

PORTLAND SYMPHONY ORCHESTRA - SUPPO

50 MONUMENT AVENUE
PORTLAND,ME04101 		    2022 UNSOLICITED GRANTS (S LORING)-S 1,000

PREBLE STREET RESOURCE CENTER

50 MONUMENT AVENUE
PORTLAND,ME04101 		    2022 UNSOLICITED GRANT-E TAYLOR (LTR 3,000

PRESERVATION WORCESTER INC

61 HARVARD STREET
WORCESTER,MA01609 		    TOWARDS THE PURCHASE OF THE SALISBUR 200,000

PRESERVATION WORCESTER INC

61 HARVARD STREET
WORCESTER,MA01609 		    FOR 'YES FOR A BETTER WORCESTER' TO 5,000

QUINSIGAMOND COMMUNITY COLLEGE FOUN

670 WEST BOYLSTON STREET
WORCESTER,MA01606 		    SUPPORT OF HISPANICS ACHIEVING AND C 3,000

RACHEL'S TABLE

633 SALISBURY STREET
WORCESTER,MA01609 		    CHILDREN'S MILK FUND 5,000

RACHEL'S TABLE

633 SALISBURY STREET
WORCESTER,MA01609 		    2022 UNSOLICITED GRANTS (R LORING) 2,000

RACHEL'S TABLE

633 SALISBURY STREET
WORCESTER,MA01609 		    2022 UNSOLICITED GRANT-J PARADEE 3,000

RIA HOUSE INC

330 COCHITUATE ROAD 178
FRAMINGHAM,MA01701 		    SUPPORT COSTS ASSOCIATED WITH BASIC 5,000

RISE ABOVE FOUNDATION

PO BOX 174
NORTHBOROUGH,MA01534 		    SUPPORT LOCAL YOUTH IN FOSTER CARE 5,000

ROBSON ACADEMY

PO BOX 1022
SHERIDAN,WY82801 		    2022 UNSOLICITED GRANT-W KING 5,000

ROSE MONAHAN HOSPICE HOMEVNA CARE

10 JUDITH ROAD
WORCESTER,MA01602 		    SUPPORT THE THREE NEW CAPITAL PROJEC 25,000

ROSE MONAHAN HOSPICE HOMEVNA CARE

10 JUDITH ROAD
WORCESTER,MA01602 		    2022 UNSOLICITED GRANTS (S LORING) 1,000

ROSE MONAHAN HOSPICE HOMEVNA CARE

10 JUDITH ROAD
WORCESTER,MA01602 		    2022 UNSOLICITED GRANTS-J KING 2,500

SALEM COMMUNITY CORPORATION

70 BRIARWOOD CIRCLE
WORCESTER,MA01606 		    2022 UNSOLICITED GRANTS (S LORING): 5,000

SCHUYLKILL CENTER FOR ENVIRONMENTAL

8480 HAGYS MILL ROAD
PHILADELPHIA,PA19128 		    2022 UNSOLICITED GRANT-TOM LORING AN 1,000

SHINE INITIATIVE

9 LEOMINSTER CONNECTOR
LEOMINSTER,MA01453 		    SUPPORT THEIR PARTNERSHIP WITH THE W 10,000

SOS CHILDREN'S VILLAGE - USA

1620 I STREET SUITE 900
WASHINGTON,DC20006 		    2022 UNSOLICITED GRANT-T & W PICKERI 1,000

SPRINGBOARD TO OPPORTUNITIES

3000 OLD CANTON ROAD 470
JACKSON,MS39216 		    2022 UNSOLICITED GRANT-T & W PICKERI 1,000

SPRINGSIDE CHESTNUT HILL ACADEMY FU

500 WEST WILLOW GROVE AVE
PHILADELPHIA,PA19118 		    2022 UNSOLICITED GRANT-TOM LORING AN 1,000

STETSON SCHOOL (PART OF SEVEN HILLS

455 SOUTH STREET
BARRE,MA01005 		    SUPPORT THE STETSON SCHOOL DEVELOPME 25,000

STETSON SCHOOL (PART OF SEVEN HILLS

455 SOUTH STREET
BARRE,MA01005 		    SUPPORT THE STETSON SCHOOL DEVELOPME 25,000

TORY BURCH FOUNDATION INC

11 W 19TH STREET FLOOR
NEW YORK,NY10011 		    2022 UNSOLICITED GRANT-TOM LORING AN 1,000

TUCK SCHOOL OF BUSINESS-DARTMOUTH C

100 TUCK HALL
HANOVER,NH03755 		    2022 UNSOLICITED GRANT-TOM LORING AN 2,000

WACHUSETT GREENWAYS

P O BOX 121
HOLDEN,MA01520 		    2022 UNSOLICITED GRANTS (R LORING) 2,000

WCUW INC

910 MAIN STREET
WORCESTER,MA01610 		    TOWARDS: 2-ARRAKIS BLUETOOTH BROADCA 23,000

WESTBOROUGH FOOD PANTRY

9 EAST MAIN STREET
WESTBOROUGH,MA01581 		    2022 UNSOLICITED GRANT-J KING 2,500

WICN PUBLIC RADIO INC

50 PORTLAND STREET
WORCESTER,MA01608 		    SUPPORT EMERGING ARTIST SERIES ON WI 20,000

WILLARD HOUSE AND CLOCK MUSEUM INC

11 WILLARD STREET
NORTH GRAFTON,MA01536 		    TOWARDS THE COST TO PAINT AND REPAIR 15,000

WILLARD HOUSE AND CLOCK MUSEUM INC

11 WILLARD STREET
NORTH GRAFTON,MA01536 		    2022 UNSOLICITED GRANTS-J KING 2,500

WORCESTER ANIMAL RESCUE LEAGUE INC

139 HOLDEN STREET
WORCESTER,MA01606 		    2022 UNSOLICITED GRANTS (R LORING) 2,000

WORCESTER ANIMAL RESCUE LEAGUE INC

139 HOLDEN STREET
WORCESTER,MA01606 		    2022 UNSOLICITED GRANTS-W FLETCHER 5,000

WORCESTER ANTI-FORECLOSURE TEAM

C/O PLEASANT ST NEIGHBOR
WORCESTER,MA01609 		    GENERAL SUPORT 3,000

WORCESTER ART MUSEUM

55 SALISBURY STREET
WORCESTER,MA01609 		    1. PERMISSION TO TEMPORARILY UNRE 500,000

WORCESTER COMMUNITY CABLE ACCESS I

415 MAIN STREET
WORCESTER,MA01608 		    ISMARTT CENTER 50,000

WORCESTER COMMUNITY HOUSING RESOURC

LL PLEASANT STREET SUITE
WORCESTER,MA01609 		    2022 UNSOLICITED GRANTS (J FLETCHER) 5,000

WORCESTER COMMUNITY HOUSING RESOURC

LL PLEASANT STREET SUITE
WORCESTER,MA01609 		    TOWARDS WHCRS EFFORTS TO CONTINUE TO 20,000

WORCESTER COUNTY FOOD BANK

474 BOSTON TURNPIKE
SHREWSBURY,MA01545 		    2022 UNSOLICITED GRANTS (R LORING) 2,000

WORCESTER COUNTY FOOD BANK

474 BOSTON TURNPIKE
SHREWSBURY,MA01545 		    2022 UNSOLICITED GRANT-J PARADEE 4,000

WORCESTER EDUCATION COLLABORATIVE

484 MAIN STREET 300
WORCESTER,MA01608 		    OPERATIONS/PROGRAMMING 10,000

WORCESTER EDUCATIONAL DEVELOPMENT F

210 PARK AVENUE SUITE 22
WORCESTER,MA01609 		    SUPPORT THE CULTURE LEAP PROGRAM AND 89,000

WORCESTER EDUCATIONAL DEVELOPMENT F

210 PARK AVENUE SUITE 22
WORCESTER,MA01609 		    2022 UNSOLICITED GRANTS (S LORING) 1,000

WORCESTER HISTORICAL MUSEUM

30 ELM STREET
WORCESTER,MA01609 		    2022 UNSOLICITED GRANTS (S LORING) 1,500

WORCESTER LATINO DOLLARS FOR SCHOLA

P O BOX 16564
WORCESTER,MA01601 		    500-7,500 TO SUPPORT WORCESTER LAT 3,000

WORCESTER POLYTECHNIC INSTITUTE-WPI

100 INSTITUTE ROAD
WORCESTER,MA01609 		    2022 UNSOLICITED GRANT-TOM LORING AN 2,000

WORCESTER POLYTECHNIC INSTITUTE-WPI

100 INSTITUTE ROAD
WORCESTER,MA01609 		    SUPPORT CAMPUS'S NEWEST ACADEMIC BUI 50,000

WORCESTER POLYTECHNIC INSTITUTE-WPI

100 INSTITUTE ROAD
WORCESTER,MA01609 		    SUPPORT CAMPUS'S NEWEST ACADEMIC BUI 50,000

WORCESTER POLYTECHNIC INSTITUTE-WPI

100 INSTITUTE ROAD
WORCESTER,MA01609 		    SUPPORT CAMPUS'S NEWEST ACADEMIC BUI 50,000

WORCESTER PUBLIC LIBRARY FOUNDATION

3 SALEM SQUARE
WORCESTER,MA01608 		    2022 UNSOLICITED GRANTS-W FLETCHER 5,000

WORCESTER PUBLIC MARKET

4 ASH STREET
WORCESTER,MA01608 		    100,000 PER YEAR FOR A THREE-YEAR P 100,000

WORCESTER REGIONAL CHAMBER OF COMME

339 MAIN STREET
WORCESTER,MA01608 		    WORCESTER'S TERCENTENNIAL CELEBRATIO 75,000

WORCESTER REGIONAL RESEARCH BUREAU

319 MAIN STREET
WORCESTER,MA01608 		    SUPPORT THE WORK OF THE RESEARCH BUR 10,000

WORCESTER YOUTH CENTER

326 CHANDLER STREET
WORCESTER,MA01602 		    TOWARDS REPAIR AND REMEDIATION OF DA 75,000

WORCESTER YOUTH CENTER

326 CHANDLER STREET
WORCESTER,MA01602 		    WYC'S CORE PROGRAMS 15,000

YOU INC FA SEVEN HILLS FOUNDA

81 PLANTATION STREET
WORCESTER,MA01604 		    SUPPORT DYNAMY YOUTH ACADEMY 10,000

YOU INC FA SEVEN HILLS FOUNDA

81 PLANTATION STREET
WORCESTER,MA01604 		    2022 UNSOLICITED GRANTS (J FLETCHER) 5,000

YOU INC FA SEVEN HILLS FOUNDA

81 PLANTATION STREET
WORCESTER,MA01604 		    2022 UNSOLICITED GRANTS-MATT FLETCHE 2,500

YMCA OF CENTRAL MASSACHUSETTS

766 MAIN STREET
WORCESTER,MA01610 		    TOWARDS THE ENHANCEMENT OF THE CENTR 350,000

YMCA OF CENTRAL MASSACHUSETTS

766 MAIN STREET
WORCESTER,MA01610 		    TOWARDS THE ENHANCEMENT OF THE CENTR 350,000

YMCA OF CENTRAL MASSACHUSETTS

766 MAIN STREET
WORCESTER,MA01610 		    SUPPORT THE ORGANIZATIONS 2023 ANNUA 10,000

ALLIANCE BERNSTEIN K-1

1345 AVENUE OF THE AMERIC
NEW YORK,NY10105 		    ONGOING SUPPORT 586

ENTERPRISE PRODUCTS K-1

PO BOX 4018
HOUSTON,TX77210 		    ONGOING SUPPORT 35

ENERGY TRANSFER K-1

8111 WESTCHESTER DRIVE
SUITE 600
DALLAS,TX75225 		    ONGOING SUPPORT 28
Total .................................right arrow 3a 4,870,649
bApproved for future payment

WORCESTER ART MUSEUM
55 SALISBURY STREET
WORCESTER,MA01609 		    1. PERMISSION TO TEMPORARILY UNRE 500,000

WORCESTER PUBLIC MARKET
4 ASH STREET
WORCESTER,MA01608 		    100,000 PER YEAR FOR A THREE-YEAR P 200,000
Total ................................. right arrow 3b 700,000
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 63,298  
4 Dividends and interest from securities ....     14 2,365,463  
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 4,026,186  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		523000 65,122      
bBUSINESS INCOME 523000 111,583      
cRENTAL INCOME 523000 141,494      
dROYALTY INCOME     15 166,698  
e
12 Subtotal. Add columns (b), (d), and (e) .. 318,199 6,621,645  
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,939,844
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2022)
Form 990-PF (2022)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
STODDARD CHARITABLE TRUST
EIN:
04-6023791
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TRUST & ACCOUNTING FEES 640,000 320,000   320,000
TAX PREPARATION FEE 12,500 6,250   6,250

TY 2022 InvestmentsCorpStockSchedule
Name:
STODDARD CHARITABLE TRUST
EIN:
04-6023791
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITY STOCK 32,301,148 81,552,072
MUTUAL FUNDS 5,235,499 5,817,689
CORPORATE BONDS 225,000 157,500

TY 2022 InvestmentsOtherSchedule2
Name:
STODDARD CHARITABLE TRUST
EIN:
04-6023791
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
LIMITED PARTNERSHIPS AT COST 2,504,667 5,641,189
PREFERRED STOCK AT COST 698,512 323,870
PARTNERSHIPS AT COST 335,177 2,096,500
CAMBRIDGE SEMANTICS AT COST 261,150 261,150
GOV'T SECURITIES AT COST 4,780,616 4,798,288

TY 2022 OtherDecreasesSchedule
Name:
STODDARD CHARITABLE TRUST
EIN:
04-6023791
Description Amount
VARIANCE ON K-1 1,158


TY 2022 OtherExpensesSchedule
Name:
STODDARD CHARITABLE TRUST
EIN:
04-6023791
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
K-1 EXPENSES 14,428 14,428    
MICROEDGE FEE 2,413     2,413
COMM OF MASS FILING FEE PC 500     500
ADR FEES 3,208 3,208    
NON-DEDUCTIBLE EXP 200,448      


TY 2022 OtherIncomeSchedule2
Name:
STODDARD CHARITABLE TRUST
EIN:
04-6023791
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 65,122    
BUSINESS INCOME 111,583    
RENTAL INCOME 141,494    
ROYALTY INCOME 166,698    


TY 2022 OtherIncreasesSchedule
Name:
STODDARD CHARITABLE TRUST
EIN:
04-6023791
Description Amount
VARIANCE ON K-1 1,260
PRIOR PERIOD ADJUSTMENT 65,817


TY 2022 OtherProfessionalFeesSchedule
Name:
STODDARD CHARITABLE TRUST
EIN:
04-6023791
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAL FEES 87,227 87,227    
LEGAL FEES 2,880 1,440   1,440


TY 2022 TaxesSchedule
Name:
STODDARD CHARITABLE TRUST
EIN:
04-6023791
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 33,921 33,921    
FEDERAL ESTIMATES 213,850