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
MILDRED H MCEVOY FOUNDATION
 
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

04-6069958
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$39,894,698J 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      
4 Dividends and interest from securities... 722,299 722,299  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 940,194
b Gross sales price for all assets on line 6a 1,835,357
7 Capital gain net income (from Part IV, line 2)... 940,194
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
7,500    
12 Total. Add lines 1 through 11........ 1,669,993 1,662,493  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 58,992 14,750   44,242
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
330,400 165,200   165,200
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
34,954 34,954    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
23,191      
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
6,652     6,652
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 454,189 214,904   216,094
25 Contributions, gifts, grants paid....... 2,038,905 2,038,905
26 Total expenses and disbursements. Add lines 24 and 25 2,493,094 214,904   2,254,999
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -823,101
b Net investment income (if negative, enter -0-) 1,447,589
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......... 426,507 498,570 498,570
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)....... 11,930,728 Click to see attachment
List of Attached Documents:
// Content
10,775,441 		39,216,305
c Investments—corporate bonds (attach schedule)....... 175,000 Click to see attachment
List of Attached Documents:
// Content
175,000 		179,823
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,532,235 11,449,011 39,894,698
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 12,532,235 11,449,011
29 Total net assets or fund balances (see instructions)..... 12,532,235 11,449,011
30 Total liabilities and net assets/fund balances (see instructions). 12,532,235 11,449,011
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
12,532,235
2
Enter amount from Part I, line 27a .....................
2
-823,101
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
11,709,134
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
260,123
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,449,011
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 1711 SHS CHARTER COMMUNICATIONS P 2012-04-18 2022-12-02
b 185 SHS IQVIA HOLDINGS INC P 2021-11-18 2022-12-02
c 1000 SHS OTIS WORLDWIDE CORP P 2011-04-21 2022-12-02
d 3523 SHS 3M CO P 2020-05-19 2022-12-02
e 600 SHS KYNDRYL HLDGS INC P 2009-03-26 2022-12-02
4000 SHS OTIS WORLDWIDE P 2009-03-26 2022-12-02
5000 SHS STERCYCLE INC P 2004-08-18 2022-12-02
(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 672,129   286,811 385,318
b 40,375   49,420 -9,045
c 79,897   44,604 35,293
d 447,333   290,843 156,490
e 6,990   13,971 -6,981
319,587   93,466 226,121
269,046   116,048 152,998
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       385,318
b       -9,045
c       35,293
d       156,490
e       -6,981
      226,121
      152,998
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 2 940,194
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2022)
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 20,121
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 20,121
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 20,121
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 17,500
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,500
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 2,621
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow   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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (2022)
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 arrowFLETCHER TILTON PC Telephone no.right arrow (508) 459-8000

Located atright arrow370 MAIN STREET 12TH FLOORWORCESTERMA ZIP+4right arrow016081779
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
GEORGE H MCEVOY TRUSTEE
1.00 		18,000 0 0
11 ROADS END
BOOTHBAY HARBOR,ME04538
PAUL R ROSSLEY TRUSTEE
1.00 		18,000 0 0
45 SPRING STREET
SHREWSBURY,MA01545
SUMNER B TILTON JR TRUSTEE
1.00 		15,000 0 0
370 MAIN STREET 12TH FLOOR
WORCESTER,MA016081779
ELIZABETH HENDERSON TRUSTEE
1.00 		3,996 0 0
12205 PERENNIAL PLACE
BRADENTON,FL34211
KATELIN MCEVOY RICE TRUSTEE
1.00 		3,996 0 0
PO BOX665
BOOTHBAY HARBPR,ME04538
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 & ACCT. 330,400
370 MAIN STREET 12TH FLOOR
WORCESTER,MA01608
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
41,803,581
b
Average of monthly cash balances.......................
1b
213,679
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
42,017,260
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
42,017,260
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
630,259
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
41,387,001
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,069,350
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
2,069,350
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
20,121
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
20,121
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,049,229
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
2,049,229
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
2,049,229
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
2,254,999
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
2,254,999
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 2,049,229
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......  
b From 2018......  
c From 2019...... 82,137
d From 2020...... 33,681
e From 2021......  
f Total of lines 3a through e ........ 115,818
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 2,254,999
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..... 2,049,229
e Remaining amount distributed out of corpus 205,770
5 Excess distributions carryover applied to 2022.    
(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 5 321,588
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 ...... 		321,588
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019.... 82,137
c Excess from 2020.... 33,681
d Excess from 2021....  
e Excess from 2022.... 205,770
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:
SUMNER B TILTON JR
370 MAIN STREET 12TH FLOOR
WORCESTER,MA01608
(508) 459-8000
bThe form in which applications should be submitted and information and materials they should include:
PROPOSALS SHOULD BE IN LETTER FORM OUTLINING GOALS AND OBJECTIVES ALONG WITH A PROJECT PLAN AND BUDGET. INCLUDE EVIDENCE OF 501(C)(3) TAX EXEMPT STATUS.
cAny submission deadlines:
REQUESTS SHOULD BE RECEIVED PRIOR TO JUNE 1ST OF A GIVEN TAX YEAR.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE PROVIDED TO HEALTH, EDUCATIONAL, CULTURAL AND HUMAN SERVICE ORGANIZATIONS BASED IN BOOTHBAY, ME AND WORCESTER, MA.
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

300 COMMITTEE LAND TRUST INC

157 LOCUST ST
FALMOUTH,MA02540 		NONE PUBLIC GENERAL PRR - SANTA FUND 10,000

ABBY KELLEY FOSTER HOUSE INC

52 HIGH STREET
WORCESTER,MA01609 		NONE PUBLIC GENERALE.HENDERSON - SANTA CLAUS FUN 10,000

NEW ENGLAND BOTANIC GARDEN AT TOWER

11 FRENCH DRIVE P O BO
BOYLSTON,MA01505 		NONE PUBLIC GENERAL SBTJ MATCH 500

ALL SAINTS EPISCOPAL CHURCH

10 IRVING STREET
WORCESTER,MA01609 		NONE PUBLIC GENERAL SBTJ MATCH 1,000

AMERICAN ANTIQUARIAN SOCIETY

185 SALISBURY STREET
WORCESTER,MA01609 		NONE PUBLIC CAPITAL CAMPAIGNPAYABLE OVER 5 YEARS 15,000

AMERICAN ANTIQUARIAN SOCIETY

185 SALISBURY STREET
WORCESTER,MA01609 		NONE PUBLIC ANNUAL FUND 2,000

THE ANIMAL FOUNDATION

655 NORTH MOHAVE RD
LAS VEGAS,NV89101 		NONE PUBLIC THE BETTY WHITE CHALLENGEE.HENDERSON 50

BARTON CENTER FOR DIABETES EDUCATIO

30 ENNIS ROAD P O BOX
NORTH OXFORD,MA01537 		NONE PUBLIC CAMP JOSLIN CABINS 50,000

BOOTHBAY HARBOR CEMETERY DISTRICT

57 SCHOOL STREET
BOOTHBAY HARBOR,ME04538 		NONE PUBLIC LEWIS CEMETERY ON BARTERS ISLAND - G 10,000

BOOTHBAY HARBOR MEMORIAL LIBRARY AS

4 OAK ST
BOOTHBAY HARBOR,ME04538 		NONE PUBLIC LIBRARY RENOVATION 50,000

BOOTHBAY HARBOR POLICE DEPARTMENT

11 HOWARD STREET
BOOTHBAY HARBOR,ME04538 		NONE PUBLIC 9,000 FOR TWO NOPTIC DEVICES FOR CR 26,000

BOOTHBAY HARBOR TOWN OF

11 HOWARD STREET
BOOTHBAY HARBOR,ME04538 		NONE PUBLIC MEMORIAL FOOTBRIDGE FUND 10,000

BOOTHBAY RAILWAY VILLAGE MUSEUM

586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		NONE PUBLIC OPERATING EXPENSE 300,000

BOOTHBAY RAILWAY VILLAGE MUSEUM

586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		NONE PUBLIC MATCHING CHALLENGE GRANT 50,000

BOOTHBAY RAILWAY VILLAGE MUSEUM

586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		NONE PUBLIC DEFERRED MAINTENANCE 98,805

BOOTHBAY RAILWAY VILLAGE MUSEUM

586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		NONE PUBLIC BEAUTIFICATION FUND 15,000

BOOTHBAY RAILWAY VILLAGE MUSEUM

586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		NONE PUBLIC ARCHIVAL BUILDINGGHM - SANTA CLAUS 25,000

BOOTHBAY RAILWAY VILLAGE MUSEUM

586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		NONE PUBLIC GENERAL SBTJ - SANTA FUND 20,000

BOOTHBAY RAILWAY VILLAGE MUSEUM

586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		NONE PUBLIC ARCHIVAL BUILDINGPRR - SANTA FUND 25,000

BOOTHBAY RAILWAY VILLAGE MUSEUM

586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		NONE PUBLIC FREEPORT STATION ROOFKATE - SANTA CL 25,000

BOOTHBAY REGION AMBULANCE SERVICE

11 HOWARD STREET
BOOTHBAY,ME04538 		NONE PUBLIC CAPITAL CAMPAIGN 25,000

BOOTHBAY REGION COMMUNITY RESOURCE

PO BOX 43
BOOTHBAY HARBOR,ME04538 		NONE PUBLIC 40,000 OVER 2 YEARSCORE PROGRAMMING 20,000

BOOTHBAY REGION COMMUNITY RESOURCE

PO BOX 43
BOOTHBAY HARBOR,ME04538 		NONE PUBLIC 14,000 - FUEL ASSISTANCE PROGRAM1, 15,000

BOOTHBAY REGION COMMUNITY RESOURCE

PO BOX 43
BOOTHBAY HARBOR,ME04538 		NONE PUBLIC GENERAL KATE - MATCHING 250

BOOTHBAY REGION DISTRICT NURSING AS

PO BOX 554
BOOTHBAY,ME04537 		NONE PUBLIC PAYABLE OVER 2 YEARSOPERATIONAL AND 7,500

BOOTHBAY REGION HEALTH CENTER

185 TOWNSEND AVE SUITE
BOOTHBAY HARBOR,ME04538 		NONE PUBLIC 25,000 TOWARDS STAFF TRAINING AND R 25,000

BOOTHBAY REGION HISTORICAL SOCIETY

PO BOX 272
BOOTHBAY HARBOR,ME04538 		NONE PUBLIC COMPLETE EXTERIOR MAINTENANCE29,000 9,000

BOOTHBAY REGION LAND TRUST INC

PO BOX 183
BOOTHBAY HARBOR,ME04538 		NONE PUBLIC OAK POINT STORY TRAILKATE - SANTA CL 10,000

BOOTHBAY REGION STUDENT AID FUND

PO BOX
BOOTHBAY HARBOR,ME04538 		NONE PUBLIC OVER 3 YEARSADMINISTRATIVE AND GENER 10,000

BOOTHBAY REGION STUDENT AID FUND

PO BOX
BOOTHBAY HARBOR,ME04538 		NONE PUBLIC GENERAL KATE - MATCHING 250

BOOTHBAY REGION YMCA

P O BOX 500
BOOTHBAY HARBOR,ME04538 		NONE PUBLIC GREATER IMPACT CAPITAL CAMPAIGN; MCE 40,000

BOOTHBAY REGION YMCA

P O BOX 500
BOOTHBAY HARBOR,ME04538 		NONE PUBLIC AQUATICS PROGRAM 10,000

BOOTHBAY REGION YMCA

P O BOX 500
BOOTHBAY HARBOR,ME04538 		NONE PUBLIC CHILD ENRICHMENT CENTER - CAPITAL IM 25,000

BOOTHBAY REGION YMCA

P O BOX 500
BOOTHBAY HARBOR,ME04538 		NONE PUBLIC GENERAL KATE - MATCH 250

BOOTHBAY SEA AND SCIENCE CENTER

PO BOX 332
EAST BOOTHBAY,ME04544 		NONE PUBLIC FINANCIAL ASSISTANCE FOR SCUBA DIVIN 15,000

BOOTHBAY SEA AND SCIENCE CENTER

PO BOX 332
EAST BOOTHBAY,ME04544 		NONE PUBLIC PURCHASE OF THE MILDRED A. CARTER ES 10,000

BOOTHBAY SEA AND SCIENCE CENTER

PO BOX 332
EAST BOOTHBAY,ME04544 		NONE PUBLIC GENERAL KATE - MATCHING 250

BOOTHBAY TOWN OF FIRE DEPARTMENT

BOOTHBAY FIRE DEPARTMENTP
BOOTHBAY,ME04537 		NONE PUBLIC TANK REPLACEMENT AND WILDFIRE JACKET 3,500

BRUNSWICK NAVAL AVIATION MUSEUM

179 ADMIRAL FITCH AVENUE
BRUNSWICK,ME04011 		NONE PUBLIC GENERALE.HENDERSON - SANTA CLAUS FUN 15,000

CAMP SUSAN CURTIS

1321 WASHINGTON AVE SUIT
PORTLAND,ME04103 		NONE PUBLIC CAMP SCHOLARSHIPS 5,000

CASA PROJECT INC (THE)

100 GROVE STREET
WORCESTER,MA01605 		NONE PUBLIC CHILD COURT ADVOCACY PROGRAM 10,000

CENTRO INC

11 SYCAMORE STREET
WORCESTER,MA01608 		NONE PUBLIC AQUISITION OF 80 UNITS AFFORDABLE HO 20,000

CLARK UNIVERSITY

950 MAIN STREET
WORCESTER,MA01610 		NONE PUBLIC BECKER SCHOOL OF DESIGN & TECHNOLOGY 30,000

CLARK UNIVERSITY

950 MAIN STREET
WORCESTER,MA01610 		NONE PUBLIC OVER 5 YEARSPRESIDENTIAL DISCRETIONA 40,000

CLARK UNIVERSITY

950 MAIN STREET
WORCESTER,MA01610 		NONE PUBLIC GENERAL SBTJ MATCH 5,000

CLARK UNIVERSITY

950 MAIN STREET
WORCESTER,MA01610 		NONE PUBLIC GENERAL SBTJ - SANTA FUND 20,000

COASTAL MAINE BOTANICAL GARDENS IN

PO BOX 234
BOOTHBAY,ME04537 		NONE PUBLIC GUARDIANS OF THE SEEDS 20,000

COASTAL MAINE BOTANICAL GARDENS IN

PO BOX 234
BOOTHBAY,ME04537 		NONE PUBLIC SUMMER CAMPS - SCHOOL EDUCATIONAL PR 5,000

COASTAL MAINE BOTANICAL GARDENS IN

PO BOX 234
BOOTHBAY,ME04537 		NONE PUBLIC GENERAL KATE - MATCH 250

COLLEGE GUILD

PO BOX 696
BRUNSWICK,ME04011 		NONE PUBLIC GENERALE.HENDERSON - SANTA CLAUS FUN 10,000

COMMUNITY HARVEST PROJECT INC

37 WHEELER ROAD
NORTH GRAFTON,MA01536 		NONE PUBLIC IMPROVEMENTS TO VOLUNTEER PROGRAM 5,000

CYSTIC FIBROSIS FOUNDATION MASSACH

220 N MAIN STREET 104
NATICK,MA01760 		NONE PUBLIC GENERAL OPERATING 20,000

DEAN SNELL CANCER FOUNDATION

PO BOX 104
BRUNSWICK,ME04011 		NONE PUBLIC DID NOT SPECIFY AN AMOUNTCORE PROGRA 10,000

ECOTARIUM

222 HARRINGTON WAY
WORCESTER,MA01604 		NONE PUBLIC IMPROVEMENTS TO ALDEN DIGITAL PLANET 10,000

GRAND BANKS SCHOONER MUSEUM TRUST

586 WISCASSET ROAD P O
BOOTHBAY,ME04537 		NONE PUBLIC GENERAL - SANTA FUND (GHM) 4,000

GREATER ANDROSCOGGIN HUMANE SOCIETY

55 STRAWBERRY AVENUE
LEWISTON,ME04240 		NONE PUBLIC GENERALE.HENDERSON - MATCHING 50

GREATER WORCESTER COMMUNITY FOUNDAT

370 MAIN STREET SUITE 65
WORCESTER,MA01608 		NONE PUBLIC PAUL AND FAY ROSSLEY FUNDPRR - MATCH 10,000

JOY OF MUSIC PROGRAM INC

1 GORHAM STREET
WORCESTER,MA01605 		NONE PUBLIC ENDOWMENT FUND FOR TUITION SUBSIDYPR 25,000

LIFEFLIGHT FOUNDATION

LIFEFLIGHT OF MAINEPO BOX
UNION,ME04862 		NONE PUBLIC ACQUIRE THIRD AIRCRAFTPAYABLE OVER 5 50,000

LIFEFLIGHT FOUNDATION

LIFEFLIGHT OF MAINEPO BOX
UNION,ME04862 		NONE PUBLIC LINDA BEAN LIFEFLIGHT HOLIDAY CHALLE 10,000

LIFEFLIGHT FOUNDATION

LIFEFLIGHT OF MAINEPO BOX
UNION,ME04862 		NONE PUBLIC GENERAL KATE - MATCHING 250

LINCOLN COUNTY DENTAL INC

748 MAIN STREET
DAMARISCOTTA,ME04543 		NONE PUBLIC MOBILE OUTREACH CHILDREN'S PROGRAMPA 15,000

LITERACY VOLUNTEERS OF GREATER WORC

3 SALEM SQUARE SUITE 332
WORCESTER,MA01608 		NONE PUBLIC ESOL PROGRAM 6,000

MAIN SOUTH COMMUNITY DEVELOPMENT CO

875 MAIN STREET
WORCESTER,MA01610 		NONE PUBLIC CORE PROGRAMMING QUALIFIES FOR 50% C 15,000

MAINE LOBSTERMEN'S COMMUNITY ALLIAN

PO BOX 315
KENNEBUNK,ME04043 		NONE PUBLIC RESEARCH AND EDUCATION 10,000

MAINE MARITIME MUSEUM

243 WASHINGTON STREET
BATH,ME04530 		NONE PUBLIC GENERAL OPERATIONS 10,000

MAINE MARITIME MUSEUM

243 WASHINGTON STREET
BATH,ME04530 		NONE PUBLIC CHRIS TIMM DISCRETIONARY FUNDGHM - S 10,000

MAINE MARITIME MUSEUM

243 WASHINGTON STREET
BATH,ME04530 		NONE PUBLIC CHRIS TIMM - BOAT BUILDING SCHOOL W/ 10,000

MAINE MEDICAL CENTER

22 BRAMHALL ST
PORTLAND,ME04102 		NONE PUBLIC LEADERSHIP COMMITMENT - CARDIOVASCUL 10,000

MAINE NEEDS

332 FOREST AVENUE
PORTLAND,ME04101 		NONE PULIC GENERAL E.HENDERSON - SANTA CLAUS FU 10,000

MAINE PUBLIC BROADCASTING CORPORATI

1450 LISBON STREET
LEWISTON,ME04240 		NONE PUBLIC NEW HEADQUARTERSPAYABLE OVER 5 YRS 40,000

MAINEHEALTH

35 MILES ST
DAMARISCOTTA,ME04543 		NONE PUBLIC 10,000 TO SUPPORT THE ANNUAL FUND1 20,000

MAKE A WISH FOUNDATION OF MAINE

66 MUSSEY ROAD
SCARBOROUGH,ME04074 		NONE PUBLIC GENERAL E.HENDERSON - SANTA CLAUS FU 20,000

MECHANICS HALL

321 MAIN STREET
WORCESTER,MA01608 		NONE PUBLIC HEART OF THE COMMUNITY CAMPAIGNPRR - 5,000

MIDDLESEX SCHOOL

1400 LOWELL ROAD
CONCORD,MA01742 		NONE PUBLIC GENERAL SBTJ MATCH 2,000

MOOSEHEAD MARINE MUSEUM INC

PO BOX 1151
GREENVILLE,ME04441 		NONE PUBLIC KATAHDIN - DECK REPLACEMENT CAPITAL 20,000

MOTE MARINE LABORATORY

1600 KEN THOMPSON PARKWAY
SARASOTA,FL34236 		NONE PUBLIC GENERAL E.HENDERSON - SANTA CLAUS FU 15,000

MUSIC WORCESTER INC

319 MAIN STREET
WORCESTER,MA01608 		NONE PUBLIC CAPITAL AND TECHNOLOGY NEEDSPAYABLE 10,000

NATIONAL EDUCATION FOR ASSISTANCE D

PO BOX 1100 305 REDEMP
PRINCETON,MA01541 		NONE PUBLIC CAPITAL IMPROVEMENTS AT TRAINING FAC 5,000

NEIGHBORHOOD FALMOUTH

PO BOX 435
FALMOUTH,MA02541 		NONE PUBLIC GENERALPRR - SANTA FUND 5,000

NEW GARDEN PARK - FISCAL AGENT FOR

WORCESTER BUSINESS DEVELO
WORCESTER,MA01604 		NONE PUBLIC 501C3 RELOCATION FROM DENHOLM BUILDI 20,000

NEW HAMPTON SCHOOL

70 MAIN STREET
NEW HAMPTON,NH03256 		NONE PUBLIC GORDON-NASH LIBRARY RENOVATION 25,000

POMFRET SCHOOL

398 POMFRET STREET
POMFET,CT06258 		NONE PUBLIC SCHOLARSHIP FUND - 100,000 PAYABLE 20,000

QUODDY TIDES FOUNDATION

TIDES INSTITUTE MUSEUM
EASTPORT,ME04631 		NONE PUBLIC SECOND FLOOR MEETING ROOM RESTORATIO 7,500

RACHEL'S TABLE

633 SALISBURY STREET
WORCESTER,MA01609 		NONE PUBLIC CHILDREN'S MILK FUND 10,000

RANGELEY HEALTH AND WELLNESS

PO BOX 722
RANGELEY,ME04970 		NONE PUBLIC GENERAL PRR - SANTA FUND 5,000

ROCA INC

101 PARK STREET
CHELSEA,MA02150 		NONE PUBLIC GENERAL SANTA FUND - E.HENDERSON 15,000

SARGENT FAMILY COMMUNITY FUND

PO BOX 1146
RANGELEY,ME04970 		NONE PUBLIC GENERALPRR - SANTA FUND 10,000

HISTORIC NEW ENGLAND

AKA SOCIETY FOR THE PRESE
HAVERHILL,MA01832 		NONE PUBLIC NICKELS SORTWELL HOUSE RESTORATION - 25,000

SOUTHEAST ASIAN COALITION OF CENTRA

484 MAIN STREET SUITE 40
WORCESTER,MA01608 		NONE PUBLIC CORE PROGRAMS50% CITC 5,000

SAINT JOHN'S FOOD FOR THE POOR PROG

20 TEMPLE STREET
WORCESTER,MA01604 		NONE PUBLIC GENERAL SBTJ - SANTA FUND 20,000

THE COMMUNITY CENTER

BOOTHBAY REGION HEALTH
BOOTHBAY HARBOR,ME04538 		NONE PUBLIC OPERATIONS 20,000

THOMAS COLLEGE

180 WEST RIVER ROAD
WATERVILLE,ME04901 		NONE PUBLIC 2020 SCHOLARSHIP - 2ND STUDENT BOOTH 5,000

THOMAS COLLEGE

180 WEST RIVER ROAD
WATERVILLE,ME04901 		NONE PUBLIC 2021 SCHOLARSHIP - 3RD STUDENT BOOTH 12,000

UMASS MEMORIAL HEALTH CARE INC

ONE BIOTECH PARK365 PLANT
WORCESTER,MA01605 		NONE PUBLIC GENERAL SBTJ - SANTA FUND 15,000

UMASS MEMORIAL HEALTH - COMMUNITY H

72 JAQUES AVE
WORCESTER,MA01610 		NONE PUBLIC MOTIVATING YOUTH RECOVERYPAYABLE OVE 20,000

UNITED STATES LIGHTHOUSE SOCIETY I

9005 POINT NO POINT RD N
HANSVILLE,WA98340 		NONE PUBLIC USA STARS & LIGHTS AND RUTHIE'S BIG 25,000

UNITED WAY OF MID COAST MAINE

34 WING FARM PKWY 201
BATH,ME04530 		NONE PUBLIC CORE PROGRAMMINGGHM - SANTA CLAUS 6,000

VNA CARE NETWORK & HOSPICE INC

120 THOMAS STREET
WORCESTER,MA01608 		NONE PUBLIC ROSE MONAHAN HOSPICE RENOVATIONS 15,000

WILLARD HOUSE AND CLOCK MUSEUM INC

11 WILLARD STREET
NORTH GRAFTON,MA01536 		NONE PUBLIC FUND NEW DEVELOPMENT DIRECTOR POSITI 30,000

WILLARD HOUSE AND CLOCK MUSEUM INC

11 WILLARD STREET
NORTH GRAFTON,MA01536 		ONE PUBLIC ENDOWMENT FUNDGHM - SANTA FUND 25,000

WILLARD HOUSE AND CLOCK MUSEUM INC

11 WILLARD STREET
NORTH GRAFTON,MA01536 		NONE PUBLIC ANNUAL FUNDSBTJ - SANTA FUND 20,000

WORCESTER ACADEMY

81 PROVIDENCE STREET
WORCESTER,MA01604 		NONE PUBLIC MAINE SCHOLARSHIP FUND 20,000

WORCESTER ART MUSEUM

55 SALISBURY STREET
WORCESTER,MA01609 		NONE PUBLIC CENTENNIAL CAMPAIGN 40,000

WORCESTER ART MUSEUM

55 SALISBURY STREET
WORCESTER,MA01609 		NONE PUBLIC GENERAL SBTJ MATCH 1,000

WORCESTER CHAMBER MUSIC SOCIETY

323 MAIN STREET MECHANIC
WORCESTER,MA01608 		NONE PUBLIC NEIGHBORHOOD STRINGS 5,000

WORCESTER REGIONAL RESEARCH BUREAU

100 FRONT STREET 19TH FL
WORCESTER,MA01608 		NONE PUBLIC CORE PROGRAM 5,000

WORCESTER YOUTH CENTER

326 CHANDLER STREET PO
WORCESTER,MA01602 		NONE PUBLIC CORE YOUTH PROGRAM 5,000

YMCA OF CENTRAL MASSACHUSETTS

766 MAIN STREET
WORCESTER,MA01610 		NONE PUBLIC HVAC SYSTEM 25,000

YMCA OF CENTRAL MASSACHUSETTS

766 MAIN STREET
WORCESTER,MA01610 		NONE PUBLIC GENERAL SBTJ MATCH 500

YWCA OF CENTRAL MASSACHUSETTS

1 SALEM SQUARE
WORCESTER,MA01608 		NONE PUBLIC SALEM SQUARE RENOVATION 50,000
Total .................................right arrow 3a 2,038,905
bApproved for future payment

BOOTHBAY HARBOR MEMORIAL LIBRARY AS
4 OAK ST
BOOTHBAY HARBOR,ME04538 		NONE PUBLIC LIBRARY RENOVATION 200,000

BOOTHBAY RAILWAY VILLAGE MUSEUM
586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		NONE PUBLIC SIX POINT BULLDOZER 20,000

BOOTHBAY RAILWAY VILLAGE MUSEUM
586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		NONE PUBLIC ARCHIVAL BUILDING - MATCHING GRANT 125,000

BOOTHBAY RAILWAY VILLAGE MUSEUM
586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		NONE PUBLIC DEFERRED MAINTENANCE 53,695

BOOTHBAY REGION AMBULANCE SERVICE
11 HOWARD STREET
BOOTHBAY,ME04538 		NONE PUBLIC CAPITAL CAMPAIGN 25,000

BOOTHBAY REGION COMMUNITY RESOURCE
PO BOX 43
BOOTHBAY HARBOR,ME04538 		NONE PUBLIC 40,000 OVER 2 YEARSCORE PROGRAMMING 20,000

BOOTHBAY REGION HEALTH CENTER
185 TOWNSEND AVE SUITE
BOOTHBAY HARBOR,ME04538 		NONE PUBLIC 25,000 TOWARDS STAFF TRAINING AND R 25,000

BOOTHBAY REGION STUDENT AID FUND
PO BOX
BOOTHBAY HARBOR,ME04538 		NONE PUBLIC OVER 3 YEARSADMINISTRATIVE AND GENER 10,000

BOOTHBAY REGION YMCA
P O BOX 500
BOOTHBAY HARBOR,ME04538 		NONE PUBLIC GREATER IMPACT CAPITAL CAMPAIGN; MCE 80,000

CENTRO INC
11 SYCAMORE STREET
WORCESTER,MA01608 		NONE PUBLIC AQUISITION OF 80 UNITS AFFORDABLE HO 20,000

CLARK UNIVERSITY
950 MAIN STREET
WORCESTER,MA01610 		NONE PUBLIC BECKER SCHOOL OF DESIGN & TECHNOLOGY 30,000

CLARK UNIVERSITY
950 MAIN STREET
WORCESTER,MA01610 		NONE PUBLIC OVER 5 YEARSPRESIDENTIAL DISCRETIONA 120,000

COASTAL MAINE BOTANICAL GARDENS IN
PO BOX 234
BOOTHBAY,ME04537 		NONE PUBLIC GUARDIANS OF THE SEEDS 20,000

GRAND BANKS SCHOONER MUSEUM TRUST
586 WISCASSET ROAD P O
BOOTHBAY,ME04537 		NONE PUBLIC 26,000 KEEPERS HOUSE ( RESTORATION 61,000

LIFEFLIGHT FOUNDATION
LIFEFLIGHT OF MAINEPO BOX
UNION,ME04862 		NONE PUBLIC ACQUIRE THIRD AIRCRAFTPAYABLE OVER 5 150,000

LINCOLN COUNTY DENTAL INC
748 MAIN STREET
DAMARISCOTTA,ME04543 		NONE PUBLIC KATE - SANTA CLAUSCHILDREN'S ORAL HE 6,000

MAINE PUBLIC BROADCASTING CORPORATI
1450 LISBON STREET
LEWISTON,ME04240 		NONE PUBLIC NEW HEADQUARTERSPAYABLE OVER 5 YRS 120,000

MOOSEHEAD MARINE MUSEUM INC
PO BOX 1151
GREENVILLE,ME04441 		NONE PUBLIC KATAHDIN - DECK REPLACEMENT CAPITAL 30,000

MUSIC WORCESTER INC
319 MAIN STREET
WORCESTER,MA01608 		NONE PUBLIC CAPITAL AND TECHNOLOGY NEEDSPAYABLE 40,000

POMFRET SCHOOL
398 POMFRET STREET
POMFRET,CT06258 		NONE PUBLIC SCHOLARSHIP FUND - 100,000 PAYABLE 60,000

HISTORIC NEW ENGLAND
AKA SOCIETY FOR THE PRESE
HAVERHILL,MA01832 		NONE PUBLIC NICKELS SORTWELL HOUSE RESTORATION - 50,000

THOMAS COLLEGE
180 WEST RIVER ROAD
WATERVILLE,ME04901 		NONE PUBLIC 2020 SCHOLARSHIP - 2ND STUDENT BOOTH 5,000

THOMAS COLLEGE
180 WEST RIVER ROAD
WATERVILLE,ME04901 		NONE PUBLIC 2021 SCHOLARSHIP - 3RD STUDENT BOOTH 12,000

UMASS MEMORIAL HEALTH - COMMUNITY H
72 JAQUES AVE
WORCESTER,MA01610 		NONE PUBLIC MOTIVATING YOUTH RECOVERYPAYABLE OVE 60,000

WORCESTER ART MUSEUM
55 SALISBURY STREET
WORCESTER,MA01609 		NONE PUBLIC CENTENNIAL CAMPAIGN 40,000
Total ................................. right arrow 3b 1,382,695
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 ........... 		         
4 Dividends and interest from securities ....     14 722,299  
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 ............ 		    18 940,194  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMA REFUND 		        7,500
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,662,493 7,500
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,669,993
(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:
MILDRED H MCEVOY FOUNDATION
EIN:
04-6069958
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TRUST & ACCOUNTING FEES 325,000 162,500   162,500
TAX PREPARATION FEES 5,400 2,700   2,700

TY 2022 InvestmentsCorpBondsSchedule
Name:
MILDRED H MCEVOY FOUNDATION
EIN:
04-6069958
Name of Bond End of Year Book Value End of Year Fair Market Value
NIXON PEABODY CORPORATE BONDS 175,000 179,823

TY 2022 InvestmentsCorpStockSchedule
Name:
MILDRED H MCEVOY FOUNDATION
EIN:
04-6069958
Name of Stock End of Year Book Value End of Year Fair Market Value
NIXON PEABODY EQUITIES 10,775,441 39,216,305

TY 2022 OtherDecreasesSchedule
Name:
MILDRED H MCEVOY FOUNDATION
EIN:
04-6069958
Description Amount
WORTHLESS SECURITY ENBLENCE TECH 260,123


TY 2022 OtherExpensesSchedule
Name:
MILDRED H MCEVOY FOUNDATION
EIN:
04-6069958
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
BLACKBAUD FOUNDATION SOFTWARE 933     933
COMMONWEALTH OF MA PC 250     250
TRUSTEE MEETING EXPENSES 5,469     5,469


TY 2022 OtherIncomeSchedule2
Name:
MILDRED H MCEVOY FOUNDATION
EIN:
04-6069958
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MA REFUND 7,500    


TY 2022 OtherProfessionalFeesSchedule
Name:
MILDRED H MCEVOY FOUNDATION
EIN:
04-6069958
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAL FEES 34,954 34,954    


TY 2022 TaxesSchedule
Name:
MILDRED H MCEVOY FOUNDATION
EIN:
04-6069958
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID        
FEDERAL TAX PAYMENT 23,191