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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
AGNES M LINDSAY TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)10 NORTH ROAD SUITE 2
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHELMSFORD, MA01824
A Employer identification number

02-6004971
B Telephone number (see instructions)

(978) 455-7818
C 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$32,185,880J 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 1 1  
4 Dividends and interest from securities... 44,708 44,708  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 231,191
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 231,191
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
12,049 12,879  
12 Total. Add lines 1 through 11........ 287,949 288,779  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 150,000 22,500   127,500
14 Other employee salaries and wages...... 98,000 0   98,000
15 Pension plans, employee benefits....... 37,462 0   37,462
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
21,446 7,149   14,297
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
51,753 51,753   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,671 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 9,000 0   9,000
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
30,363 15,235   14,986
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 400,695 96,637   301,245
25 Contributions, gifts, grants paid....... 669,329 669,329
26 Total expenses and disbursements. Add lines 24 and 25 1,070,024 96,637   970,574
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -782,075
b Net investment income (if negative, enter -0-) 192,142
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 666,459 168,949 168,949
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..........   6,089 6,089
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 910,926 Click to see attachment
List of Attached Documents:
// Content
923,503 		923,503
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).......... 25,597,291 Click to see attachment
List of Attached Documents:
// Content
31,087,339 		31,087,339
14 Land, buildings, and equipment: basis right arrow6,566
Less: accumulated depreciation (attach schedule) right arrow6,566      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 27,174,676 32,185,880 32,185,880
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) Click to see attachment
List of Attached Documents:
// Content
5,127 		Click to see attachment
List of Attached Documents:
// Content
432
23 Total liabilities (add lines 17 through 22)......... 5,127 432
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........ 31,968,878 31,968,878
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -4,799,329 216,570
29 Total net assets or fund balances (see instructions)..... 27,169,549 32,185,448
30 Total liabilities and net assets/fund balances (see instructions). 27,174,676 32,185,880
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
27,169,549
2
Enter amount from Part I, line 27a .....................
2
-782,075
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,797,974
4
Add lines 1, 2, and 3 ..........................
4
32,185,448
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
32,185,448
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a MULTI-STRATEGY EQUITY FUND, LLC P 2016-01-01 2023-12-31
b WEST STREET ENERGY PARTNERS P 2013-04-04 2023-12-31
c NEW MOUNTAIN PARTNERS IV P 2014-12-16 2023-12-31
d GOLDMAN SACHS LT COVERED P 2019-12-11 2023-12-31
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a       178,140
b       27,527
c       22,948
d       2,576
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       178,140
b       27,527
c       22,948
d       2,576
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 231,191
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  
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 2,671
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,671
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,671
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,920
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,920
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 5,249
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,680 Refundedright arrow 11 2,569
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowLINDSAYTRUST.ORG
14
The books are in care ofright arrowALAN LAMPERT Telephone no.right arrow (978) 455-7818

Located atright arrow10 NORTH ROAD SUITE 2CHELMSFORDMA ZIP+4right arrow01824
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
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 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years 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 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........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
ERNEST E DION TRUSTEE
25.00 		50,000 0 0
28 CENTRAL STREET APT D
HUDSON,NH03051
ALAN G LAMPERT TRUSTEE
25.00 		50,000 0 0
TEN NORTH ROAD
CHELMSFORD,MA01824
MICHAEL S DELUCIA TRUSTEE
25.00 		50,000 0 0
355 RIVER ROAD
MANCHESTER,NH03104
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
AMY B LAMPERT ADMINISTRATOR DIRECT
40.00 		98,000 29,427 0
10 NORTH ROAD SUITE 2
CHELMSFORD,MA01824
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
COMMONFUNDS BROKER 50,325
15 OLD DANBURY ROAD
WILTON,CT06897
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
29,461,962
b
Average of monthly cash balances.......................
1b
275,496
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
29,737,458
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
29,737,458
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
446,062
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
29,291,396
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,464,570
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,464,570
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,671
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,671
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,461,899
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,461,899
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,461,899
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
970,574
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
970,574
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,461,899
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 932,756
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 970,574
a Applied to 2022, but not more than line 2a 932,756
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 37,818
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		1,424,081
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
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:
ALAN LAMPERT
10 NORTH ROAD SUITE 2
CHELMSFORD,MA01824
(978) 455-7818
bThe form in which applications should be submitted and information and materials they should include:
IN WRITING, RESUME OF ORGANIZATION AND PROGRAM, USE OF FUNDS, TWO YEARS OF AUDITED FINANCIAL STATEMENTS AND IRS DETERMINATION LETTER.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LIMITED TO MA, ME, NH, AND VT. MUST BE 501 (C) (3) BUT NOT A PRIVATE FOUNDATION.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AARON'S PRESENTS INC

180 MAINE STREET
ANDOVER,MA01810 		    CAMPERSHIP 2,500

ADAPTIVE SPORTS AT MOUNT SNOW

PO BOX 1092
WEST DOVER,VT05356 		    CAMPERSHIP 2,000

ADDISON COUNTY COMMUNITY ACTION GROUP - HOPE

282 BOARDMAN STREET SUITE 1A
MIDDLEBURY,VT05753 		    FOOD PANTRY/FOOD BANK 3,000

AFRICAN CULTURAL SERVICES

PO BOX 540325
WALTHAM,MA02451 		    CAMPERSHIP 2,500

APPRENTICE LEARNING

PO BOX 3000-68
JAMICA PLAIN,MA02130 		    HEALTH & WELFARE 3,000

BANGOR REGION YMCA

17 SECOND STREET
BANGOR,ME04401 		    CAMPERSHIP 2,500

BELFAST AREA CHILD CARE SERVICES INC

1025 WATERVILLE ROAD
WALDO,ME04915 		    HEALTH & WELFARE 3,000

BENNINGTON COUNTY COALITION FOR THE HOMELESS

PO BOX 4736
BENNINGTON,VT05201 		    HOMELESS SHELTER 5,000

BERKSHIRE CIVIC BALLET

116 FENN STREET
PITTSFIELD,MA01201 		    CAMPERSHIP 2,500

BERKSHIRE SOUTHERN REGIONAL COMM CTR

15 CRISSEY ROAD
GREAT BARRINGTON,MA01230 		    CAMPERSHIP 2,500

BERKSHIRES BOUNTY DBA BERKSHIRE BOUNTY

PO BOX 1037
GREAT BARRINGTON,MA01230 		    FOOD PANTRY/FOOD BANK 3,000

BETHEL INSTITUTE FOR COMMUNITY DEVELOPMENT

40 WALK HILL STREET
JAMAICA PLAIN,MA02130 		    CAMPERSHIP 2,500

BEYOND THE CRISIS

841 WORCESTER STREET SUITE 107
NATICK,MA01760 		    FOOD PANTRY/FOOD BANK 3,000

BIG BROTHERS BIG SISTERS OF SOUTHERN MAINE

PO BOX 123
WESTBROOK,ME04098 		    HEALTH & WELFARE 5,000

BIG SISTER ASSOCIATION OF BOSTON

20 PARK PLAZA SUITE 1420
BOSTON,MA02116 		    HEALTH & WELFARE 2,500

BLACKSTONE VALLEY BOYS & GIRLS CLUB

115 CANAL ST PO BOX 283
BLACKSTONE,MA01504 		    CAMPERSHIP 2,500

BONNYVALE ENVIRONMENTAL EDUCATION CTR

PO BOX 2318
WEST BRATTLEBORO,VT05303 		    CAMPERSHIP 2,500

BOYS & GIRLS CLUB OF BRATTLEBORO

17 FLAT STREET
BRATTLEBORO,VT05301 		    HEALTH & WELFARE 2,500

BOYS & GIRLS CLUB OF BURLINGTON VT

62 OAK STREET
BURLINGTON,VT05401 		    CAMPERSHIP 2,500

BOYS & GIRLS CLUB OF CHICOPEE INC

580 MEADOW STREET
CHICOPEE,MA01013 		    CAMPERSHIP 3,000

BOYS & GIRLS CLUB OF GREATER BILLERICA INC

19 CAMPBELL STREET
BILLERICA,MA01821 		    CAMPERSHIP 2,500

BOYS & GIRLS CLUB OF GREATER HAVERHILL

55 EMERSON STREET
HAVERHILL,MA01830 		    CAMPERSHIP 2,500

BOYS & GIRLS CLUB OF GREATER SALEM NH

3 GEREMONTY DRIVE
SALEM,NH03079 		    CAMPERSHIP 2,500

BOYS & GIRLS CLUB OF LAWRENCE INC

136 WATER STREET
LAWRENCE,MA01841 		    CAMPERSHIP 2,500

BOYS & GIRLS CLUB OF LYNN

25 NORTH COMMON STREET
LYNN,MA01902 		    CAMPERSHIP 2,500

BOYS & GIRLS CLUB OF METRO SOUTH

19 COURT STREET
TAUNTON,MA02780 		    CAMPERSHIP 2,500

BOYS & GIRLS CLUB OF METRO WEST

169 PLEASANT ST
MARLBOROUGH,MA01752 		    CAMPERSHIP 2,500

BOYS & GIRLS CLUB OF SOUTHERN MAINE

227 CUMBERLAND AVENUE
PORTLAND,ME04112 		    CAMPERSHIP 2,500

BRATTLEBORO AREA HOSPICE

191 CANAL STREET
BRATTLEBORO,VT05301 		    HEALTH & WELFARE 5,000

BUILDING AUDACITY

75 ALLEN AVENUE
LYNN,MA01902 		    HEALTH & WELFARE 3,000

CAMBRIDGE CAMPING ASSOCIATION & DAYBREAK DAY CAMP

99 BISHOP ALLEN DRIVE
CAMBRIDGE,MA02139 		    CAMPERSHIP 2,500

CAMP ANGELS INC

PO BOX 89
WATERFORD,ME04088 		    CAMPERSHIP 2,500

CAMP EXCLAMATION POINT INC

PO BOX 91
RICHMOND,VT05477 		    CAMPERSHIP 2,000

CAMP HOWE INC

1 FOREST ROAD PO BOX 326
GOSHEN,MA01032 		    CAMPERSHIP 2,500

CAMP PUTNAM

141 RUTHERFORD AVENUE
NEW BRAINTREE,MA01531 		    CAMPERSHIP 2,500

CAMP WORDS UNSPOKEN

POBOX 143
WESTFIELD,MA01086 		    CAMPERSHIP 2,500

CAPE COD MARITIME MUSEUM

135 SOUTH STREET
HYANNIS,MA02601 		    CAMPERSHIP 2,500

CENTER FOR GRIEVING CHILDREN

555 FOREST AVENUE
PORTLAND,ME04101 		    HEALTH & WELFARE 5,000

CENTER FOR NEW AMERICANS

42 GOTHIC STREET
NORTHAMPTON,MA01060 		    HEALTH & WELFARE 3,000

CENTRAL LINCOLN COUNTY YMCA

PO BOX 787
DAMARISCOTTA,ME04543 		    CAMPERSHIP 2,500

CENTRAL VERMONT ADULT BASIC EDUCATION INC

46 WASHINGTON STREET SUITE 100
BARRE,VT05641 		    HEALTH & WELFARE 5,000

CHILDREN'S DISCOVERY MUSEUM

7 EUSTIS PARKWAY
WATERVILLE,ME04901 		    CAMPERSHIP 2,500

CHRISTINA'S HOUSE

38 MADISON AVENUE
SPRINGFIELD,MA01105 		    HOMELESS SHELTER 5,000

COMMON GROUND CENTER

473 TATRO ROAD
STARKSBORO,VT05487 		    CAMPERSHIP 2,500

COMMUNITY CLINICAL SERVICES INC

57 BIRCH STREET SUITE 203
LEWISTON,ME04240 		    DENTAL 5,000

COMMUNITY DENTAL

190 PARK AVENUE
PORTLAND,ME04102 		    DENTAL 5,000

COMMUNITY HARVEST PROJECT

37 WHEELER ROAD
NORTH GRAFTON,MA01536 		    FOOD PANTRY/FOOD BANK 4,000

COMMUNITY KITCHEN OF KEENE NH

PO BOX 1315
KEENE,NH03431 		    FOOD PANTRY/FOOD BANK 3,000

COVER HOME REPAIR

158 SOUTH MAIN STREET
WHITE RIVER JUNCTION,VT05001 		    HEALTH & WELFARE 1,500

DALTON COMMUNITY RECREATION ASSOCIATION

400 MAIN STREET
DALTON,MA01226 		    CAMPERSHIP 2,500

EL BUEN SAMARITANO

39 PIEDMONT STREET
WORCESTER,MA10610 		    FOOD PANTRY/FOOD BANK 5,000

ELDERLY SERVICES INC

PO BOX 581
MIDDLEBURY,VT05753 		    HEALTH & WELFARE 3,000

ELEMENTS LEARNING COLLABORATIVE

20 GARRISON STREET
FAIRHAVEN,MA02719 		    CAMPERSHIP 1,500

END HUNGER NEW ENGLAND

93 WHIFFLETREE LANE
MARSHFIELD,MA02050 		    FOOD PANTRY/FOOD BANK 5,000

EV KIDS INC

218 ADAMS STREET 220502
DORCHESTER,MA02122 		    CAMPERSHIP 2,500

FAIRFIELD COMMUNITY CENTER

124 SCHOOL STREET PO BOX 16
EAST FAIRFIELD,VT05448 		    CAMPERSHIP 2,500

FALL RIVER DEACONESS HOME

PO BOX 2118
FALL RIVER,MA02722 		    HEALTH & WELFARE 2,500

FAMILY & COMMUNITY RESOURCES INC

18 NEWTON STREET
BROCKTON,MA02301 		    HEALTH & WELFARE 2,500

FAMILY PROMISE OF GREATER CONCORD NH

79 CLINTON STREET
CONCORD,NH03301 		    HOMELESS SHELTER 3,000

FAMILY PROMISE OF METROWEST

6 MULLIGAN STREET
NATICK,MA01760 		    HOMELESS SHELTER 2,500

FAMILY PROMISE OF SOUTHERN NH

PO BOX 450
NASHUA,NH03061 		    HOMELESS SHELTER 3,000

FIDELITY HOUSE

25 MEDFORD STREET
ARLINGTON,MA02474 		    CAMPERSHIP 1,000

FOOD FOR THE WORLD - MINISTERIO LOS MILAGROS DE JESUS INC

516 ESSEX STREET
LAWRENCE,MA01840 		    FOOD PANTRY/FOOD BANK 5,000

FRANNIE PEABODY CENTER

30 DANFORTH STREET SUITE 309
PORTLAND,ME04101 		    DENTAL 3,000

FRIENDSHIP WORKS

105 CHAUNCY STREET 8TH FLOOR
BOSTON,MA02111 		    HEALTH & WELFARE 5,000

FURNITURE FRIENDS

PO BOX 631
WESTBROOK,ME04098 		    HEALTH & WELFARE 3,500

GARDEN PATH ELDER LIVING - BRADLEY HOUSE

294 PLEASANT STREET
BRATTLEBORO,VT05301 		    HEALTH & WELFARE 3,100

GARDNER COMMUNITY ACTION COMMITTEE INC

65 HARRIS AVENUE
GARDNER,MA01440 		    FOOD PANTRY/FOOD BANK 5,000

GIRLS AT WORK INC

200 BEDFORD STREET
MANCHESTER,NH03101 		    CAMPERSHIP 2,500

GIRLS INC OF THE VALLEY INC

PO BOX 6812
HOLYOKE,MA01041 		    HEALTH & WELFARE 3,000

GOOD BEGINNINGS OF THE UPPER VALLEY

PO BOX 5054
WEST LEBANON,NH03784 		    HEALTH & WELFARE 1,144

GOOD HOPE INC

47 GROVE STREET
LYNNFIELD,MA01940 		    FOOD PANTRY/FOOD BANK 5,000

GOVERNOR'S INSTITUTE OF VERMONT

20 W CENTRAL STREET SUITE C5
WINOOSKI,VT05404 		    CAMPERSHIP 2,500

GREATER WESTFIELD EMERGENCY FOOD PANTRY INC

101 MEADOW STREET
WESTFIELD,MA01085 		    FOOD PANTRY/FOOD BANK 5,000

GREEN MOUNTAIN CAMP FOR GIRLS

565 GREEN MOUNTAIN ROAD
DUMMERSTON,VT05301 		    CAMPERSHIP 2,500

HARMONY HOUSE INC

PO BOX 706 66 VIEW STREET
CHICOPEE,MA01013 		    HEALTH & WELFARE 5,000

HEALTHY ACADIA

PO BOX 1710
ELLSWORTH,ME04605 		    HEALTH & WELFARE 1,225

HEALTHY HOMEWORKS

PO BOX 383 550 LISBON STREET
LEWISTON,ME04240 		    HEALTH & WELFARE 5,000

HOSPITALITY HOMES INC

PO BOX 15265
BOSTON,MA02215 		    HEALTH & WELFARE 3,000

HOUSING FAMILIES

919 EASTERN AVENUE
MALDEN,MA02148 		    CAMPERSHIP 2,500

HOUSING RESOURCES FOR YOUTH

PO BOX 135
TOPSHAM,ME04086 		    HEALTH & WELFARE 3,000

HUNGER FREE VERMONT

38 EASTWOOD DRIVE SUITE 100
SOUTH BURLINGTON,VT05403 		    HEALTH & WELFARE 2,000

IN-SIGHT PHOTOGRAPHY PROJECT INC

183 MAIN STREET SUITE 3
BRATTLEBORO,VT05301 		    CAMPERSHIP 2,000

ISLANDS COMMUNITY MEDICAL SERVICES

15 MEDICAL CENTER LOOP
VINALHAVEN,ME04863 		    DENTAL 5,000

IT TAKES A VILLAGE

2 EAST MAIN STREET PO BOX 304
HUNTINGTON,MA01050 		    HEALTH & WELFARE 4,000

JAMES L MCKEOWN BOYS & GIRLS CLUB OF WOBURN

CHARLES GARDNER LANE
WOBURN,MA01801 		    CAMPERSHIP 2,500

JEWISH BIG BROTHERS BIG SISTERS OF GREATER BOSTON

1430 MAIN STREET
WALTHAM,MA02154 		    HEALTH & WELFARE 5,000

JULIE'S FAMILY LEARNING PROGRAM

133 DORCHESTER STREET
SOUTH BOSTON,MA02127 		    HEALTH & WELFARE 3,000

KENNEBEC VALLEY YMCA

31 UNION STREET
AUGUSTA,ME04330 		    CAMPERSHIP 2,500

KING STREET CENTER

PO BOX 1615
BURLINGTON,VT05402 		    CAMPERSHIP 2,500

LAKE CHAMPLAIN COMMUNITY SAILING CENTER

PO BOX 46818
BURLINGTON,VT05406 		    CAMPERSHIP 2,500

LAKES REGION COMMUNITY DEVELOPERS

19 COURT STREET
LACONIA,NH03244 		    DENTAL 3,000

LEAP SELF DEFENSE DBA GIRLS' LEAP

PO BOX 220663
DORCHESTER,MA02122 		    HEALTH & WELFARE 2,900

LIGHT OF LIFE MINISTRIES

27 PEARL STREET
MANCHESTER,NH03104 		    HOMELESS SHELTER 3,000

LITERACY VOLUNTEERS OF BANGOR

354 HOGAN ROAD
BANGOR,ME04401 		    HEALTH & WELFARE 3,000

LITERACY VOLUNTEERS OF MONTACHUSETT AREA

PO BOX 7197 718 MAIN STREET
FITCHBURG,MA01420 		    HEALTH & WELFARE 3,000

LLOYD CENTER FOR THE ENVIRONMENT INC

430 POTOMSKA ROAD
DARTMOUTH,MA02748 		    CAMPERSHIP 2,500

LOWELL YOUTH LEADERSHIP PROGRAM

2 BELMONT STREET
LOWELL,MA01851 		    CAMPERSHIP 2,500

LUDLOW COMM CTRRANDALL BOYS GIRLS CLUB

91 CLAUDIAS WAY
LUDLOW,MA01056 		    CAMPERSHIP 2,500

LYDIA'S HOUSE OF HOPE

21 GRAND STREET
SOMERSWORTH,NH03878 		    HOMELESS SHELTER 3,000

MAKING COMMUNITY HAPPEN (MCH)

46 SUMMER ST
ROCKLAND,ME04841 		    FOOD PANTRY/FOOD BANK 2,000

MANCHESTER COMMUNITY MUSIC SCHOOL

2291 ELM STREET
MANCHESTER,NH03104 		    CAMPERSHIP 1,500

MANNA SOUP KITCHEN INC

48 ELM STREET
NORTHAMPTON,MA01060 		    FOOD PANTRY/FOOD BANK 6,700

MARIA DROSTE COUNSELING SERVICES

1354 HANCOCK STREET
QUINCY,MA02169 		    HEALTH & WELFARE 3,000

MARTHA'S VINEYARD CEREBRAL PALSY CAMP - CAMP JABBERWOCKY

PO BOX 1357
VINEYARD HAVEN,MA02568 		    CAMPERSHIP 2,500

MASS ADOPTION RESOURCE EXCHANGE

19 NEEDHAM STREET SUITE 206
NEWTON,MA02461 		    HEALTH & WELFARE 2,500

MERCY MEALS & MORE

643 PURCHASE STREET
NEW BRADFORD,MA02744 		    FOOD PANTRY/FOOD BANK 3,000

MERIDEN COMMUNITY CAMP

C/O MERIDEN CONGREGATIONAL CHURCH
PO BOX 187
MERIDEN,NH03770 		    CAMPERSHIP 2,000

MERRIMACK VALLEY HOUSING PARTNERSHIP

PO BOX 1042
LOWELL,MA01853 		    HEALTH & WELFARE 3,000

MERRIMACK VALLEY IMMIGRANT & EDUCATION CENTER

439 SOUTH UNION STREET
LAWRENCE,MA01843 		    HEALTH & WELFARE 1,500

MICHAEL J DIAS FOUNDATION

398 EAST STREET
LUDLOW,MA01056 		    HOMELESS SHELTER 3,000

MID-COAST RECOVERY COALITION

PO BOX 1002
CAMDEN,ME04843 		    HEALTH & WELFARE 5,000

MIDDLEBURY TRANSITIONAL CARE COALITION DBA CHARTER HOUSE COALITION

27 NORTH PLEASANT STREET
MIDDLEBURY,VT05753 		    HOMELESS SHELTER 3,000

MISSION OF DEEDS INC

6 CHAPIN AVENUE
READING,MA01867 		    HOMELESS SHELTER 5,000

MONADNOCK AREA TRANSITIONAL SHELTER

PO BOX 3053
PETERBOROUGH,NH03458 		    CAMPERSHIP 2,500

MONADNOCK ARTS IN EDUCATION DBA NH DANCE INSTITUTE

25 ROXBURY STREET SUITE 110
KEENE,NH03431 		    CAMPERSHIP 2,500

MY BROTHER'S KEEPER INC

534 WASHINGTON STREET
EASTON,MA02356 		    FOOD PANTRY/FOOD BANK 7,500

MY PLACE TEEN CENTER

775 MAIN STREET
WESTBROOK,ME04072 		    HEALTH & WELFARE 2,500

NASHUA COMMUNITY MUSIC SCHOOL

2 LOCK STREET
MANCHESTER,NH03064 		    CAMPERSHIP 2,500

NATURAL RESOURCES TRUST OF EASTON

POBOX 188
NORTH ESTON,MA02356 		    CAMPERSHIP 1,990

NEEDHAM COMMUNITY COUNCIL INC

570 HILLSIDE AVENUE
NEEDHAM,MA02494 		    FOOD PANTRY/FOOD BANK 3,000

NEW ENGLAND YOUTH THEATRE

100 FLAT STREET
BRATTLEBORO,VT05301 		    CAMPERSHIP 2,500

NORTH BRANCH NATURE CENTER

713 ELM STREET
MONTPELIER,VT05602 		    CAMPERSHIP 2,500

NORTH CONWAY COMMUNITY CENTER

PO BOX 487
NORTH CONWAY,MA03860 		    CAMPERSHIP 2,500

NORTH STAR FAMILY SERVICES INC

758 MAIN STREET
LEONMINSTER,MA01453 		    HOMELESS SHELTER 3,000

NORTHERN FOREST CANOE TRAIL

PO BOX 565
WAITSFIELD,VT05673 		    CAMPERSHIP 1,000

NORTHWOODS STEWARDSHIP CENTER

PO BOX 220
EAST CHARLESTON,VT05833 		    CAMPERSHIP 2,500

NOURISHING THE NORTH SHORE

PO BOX 1118
NEWBURYPORT,MA01951 		    FOOD PANTRY/FOOD BANK 2,500

ON BELAY INC

PO BOX 391
NEWMARKET,NH03857 		    CAMPERSHIP 1,500

ONE SUMMIT INC

4 HIGH STREET SUITE 128
NORTH ANDOVER,MA01845 		    HEALTH & WELFARE 2,000

OPEN TABLE MDI

116 COTTAGE STREET
BAR HARBOR,ME04609 		    FOOD PANTRY/FOOD BANK 5,000

ORANGE COUNTY PARENT CHILD CARE CENTER

693 VT-110
TUNBRIDGE,VT05077 		    FOOD PANTRY/FOOD BANK 3,000

OUR BRIGHT FUTURE INC

32 EVERETT STREET
SOUTHBRIDGE,MA01550 		    HEALTH & WELFARE 3,000

OUR COMMUNITY CARES CAMP INC

PO BOX 503
RICHMOND,VT05477 		    CAMPERSHIP 2,500

PARAN RECREATION INC

PO BOX 393
NORTH BENNINGTON,VT05257 		    CAMPERSHIP 2,500

PARTNERS IN ADVENTURE

PO BOX 8910
ESSEX,VT05451 		    CAMPERSHIP 2,500

PCO HOPE - PLYMOUTH COUNTY OUTREACH

385 COURT STREET
PLYMOUTH,MA03260 		    HEALTH & WELFARE 3,000

PENOBSCOT BAY YMCA

116 UNION ST PO BOX 840
ROCKPORT,ME04856 		    CAMPERSHIP 2,500

PHILLIPS BROOKS HOUSE ASSOCIATION

ONE NORTH HARVARD YARD
CAMBRIDGE,MA02138 		    CAMPERSHIP 3,000

PILGRIM LODGE - MAINE CONFERENCE UNLIMITED

337 STATE STREET SUITE 3
AUGUSTA,ME04330 		    CAMPERSHIP 2,500

PISCATAQUIS REGIONAL FOOD CENTER

76 NORTH STREET
DOVERFOXCROFT,ME04426 		    FOOD PANTRY/FOOD BANK 5,000

PORTLAND SCHOOL OF BALLET

517 FOREST AVENUE SUITE 2
PORTLAND,ME04101 		    CAMPERSHIP 1,500

PRESENTATION SCHOOL FOUNDATION INC

640 WASHINGTON STREET
BRIGHTON,MA02135 		    FOOD PANTRY/FOOD BANK 3,000

PREVENT CHILD ABUSE

PO BOX 829
MONTPELIER,VT05601 		    HEALTH & WELFARE 5,000

PROJECT JUST BECAUSE

77 SOUTH STREET
HOPKINTON,MA01748 		    FOOD PANTRY/FOOD BANK 3,000

PROJECT NEW HOME INC

70 JAMES STREET SUIT 155
WORCESTER,MA01603 		    HEALTH & WELFARE 2,920

PROJECT SHAKESPEARE

51 HARKNESS ROAD
JAFFREY,NH03452 		    CAMPERSHIP 2,000

PROSPECT HILL COMMUNITY FOUNDATION

PO BOX 550211
WALTHAM,MA02154 		    HEALTH & WELFARE 3,000

PUTNEY COMMUNITY CARES

PO BOX 108
PUTNEY,VT05346 		    CAMPERSHIP 2,500

REACH AT BOSTON UNIVERSITY

881 COMMONWEALTH AVENUE
BOSTON,MA02215 		    CAMPERSHIP 2,500

READING-WEST WINDSOR AGING IN PLACE

PO BOX 2
BROWNSVILLE,VT05037 		    HEALTH & WELFARE 3,000

RIA INC READY - INSPIRE - ACT

330 COCHITUATE ROAD 1784
FRAMINGHAM,MA01701 		    HEALTH & WELFARE 3,000

RISE ABOVE FOUNDATION

PO BOX 174
NORTHBRIDGE,MA01534 		    HEALTH & WELFARE 3,000

RIVER ARTS OF MORRISVILLE

PO BOX 829
MORRISVILLE,VT05661 		    CAMPERSHIP 2,500

RUFUS PORTER MUSEUM OF ARTS & INGENUITY

PO BOX 544
BRIDGTON,ME04009 		    CAMPERSHIP 2,500

SAFE PASSAGE INC

76 CARLTON DRIVE
NORTHAMPTON,MA01060 		    HEALTH & WELFARE 3,000

SAHELI - SUPPORT AND FRIENDSHIP FOR SOUTH ASIAN WOMEN

PO BOX 1345
BURLINGTON,MA01803 		    HEALTH & WELFARE 3,000

SANDCASTLE CLINICAL AND EDUCATIONAL SERVICES

72 STRAWBERRY AVENUE
LEWISTON,ME04240 		    HEALTH & WELFARE 3,000

SARA M HOLBROOK COMMUNITY CENTER

PO BOX 3039
BURLINGTON,VT05408 		    HEALTH & WELFARE 3,000

SCHOODIC ARTS FOR ALL

PO BOX 174
WINTER HARBOR,ME04693 		    CAMPERSHIP 2,500

SCHOOL ON WHEELS OF MASSACHUSETTS

100 LAUREL ST SUITE 121
EAST BRIDGEWATER,MA02333 		    HEALTH & WELFARE 3,000

SEEDS OF HOPE NEIGHBORHOOD CENTER

35 SOUTH STREET
BIDDEFORD,ME04005 		    FOOD PANTRY/FOOD BANK 5,000

SEXUAL ASSAULT SUPPORT SERVICES OF MID COAST MAINE

PO BOX 990
BRUNSWICK,ME04101 		    HEALTH & WELFARE 3,000

SHARING HOUSING INC

621 EAST-WEST ROAD
DUMMERSTON,VT05346 		    HEALTH & WELFARE 2,000

SHELTER FROM THE STORM

45 KNIGHT STREET PO BOX 257
JAFFREY,NH02452 		    HOMELESS SHELTER 2,500

SI SE PUEDE INC

PO BOX 52
NORTH ANDOVER,MA01845 		    HEALTH & WELFARE 3,000

SOUTH SHORE COMMUNITY ACTION COUNCIL

71 OBREY STREET
PLYMOUTH,MA02360 		    FOOD PANTRY/FOOD BANK 5,000

SOUTHEASTERN MASSACHUSETTS ARTS COLLABORATIVE - SMARTS

PO BOX 356
ATTLEBORO,MA02703 		    CAMPERSHIP 2,000

SOUTHERN HARBOR ELDERCARE SERVICES

12 PULPIT HARBOR ROAD
NORTH HAVEN,ME04853 		    HEALTH & WELFARE 4,000

SOUTHERN VERMONT HEALTH & RECREATION CENTER - DBA EDGAR MAY

140 CLINTON STREET
SPRINGFIELD,VT05156 		    CAMPERSHIP 2,500

SPARK COMMUNITY CENTER INC

59 HANOVER STREET
LEBANON,NH03766 		    HEALTH & WELFARE 2,500

SPORTSMEN'S TENNIS CLUB

999 BLUE HILL AVENUE
DORCHESTER,MA02124 		    CAMPERSHIP 1,500

ST ANDRE HOME INC

1200 OHIO STREET PO BOX 2373
BANGOR,ME04402 		    HOMELESS SHELTER 3,500

ST JOSEPH'S HOSPITAL

360 BROADWAY
BANGOR,ME04402 		    FOOD PANTRY/FOOD BANK 5,000

STARKSBORO COOPERATIVE PRESCHOOL

2875 VT ROUTE 116 PO BOX 36
STARKSBORO,VT05487 		    CAMPERSHIP 2,500

STATE YMCA DBA YMCA CAMP OF MAINE

305 WINTHROP CENTER RD PO BOX 446
WINTHROP,ME04364 		    CAMPERSHIP 2,500

STEP UP PARENTS

PO BOX 1063
PORTSMOUTH,NH03801 		    HEALTH & WELFARE 5,000

STEPS TO SUCCESS INC

PO BOX 470421
BROOKLINE,MA02447 		    CAMPERSHIP 2,500

STRONG WOMEN STRONG GIRLS INC

89 SOUTH STREET LL02
JAMAICA PLAIN,MA02130 		    HEALTH & WELFARE 3,000

SUSAN L CURTIS FOUNDATION - CAMP SUSAN CURTIS

1321 WASHINGTON AVENUE 104
PORTLAND,ME04103 		    CAMPERSHIP 2,500

TAPROOT FARM & ENVIRONMENT EDUCATION CENTER

101 MAIN STREET
LANCASTER,NH03584 		    CAMPERSHIP 2,500

TEDFORD HOUSING

PO BOX 958
BRUNSWICK,ME04011 		    HOMELESS SHELTER 5,000

THE ARC OF BRISTOL COUNTY

141 PARK STREET
ATTLEBORO,MA02703 		    HEALTH & WELFARE 4,000

THE BRADFORD TEEN CENTER

PO BOX 247
BRADFORD,VT05033 		    CAMPERSHIP 1,000

THE CURRENT

PO BOX 411
STOWE,VT05672 		    CAMPERSHIP 2,500

THE EDUCATIONAL FARM AT JOPPA HILL INC

174 JOPPA HILL ROAD
BEDFORD,NH03110 		    CAMPERSHIP 2,500

THE FAMILY PLACE INC

319 US ROUTE 5 SOUTH
NORWICH,VT05055 		    HEALTH & WELFARE 5,000

THE GRAPEVINE FAMILY & COMMUNITY RESOURCE CENTER - AVENUE A

4 AIKEN STREET PO BOX 637
ANTRIM,NH03440 		    CAMPERSHIP 2,500

THE LOCKER PROJECT

PO BOX 3134
PORTLAND,ME04104 		    FOOD PANTRY/FOOD BANK 3,000

THE MAJESTIC THEATRE

880 PAGE STREET
MANCHESTER,NH03109 		    CAMPERSHIP 1,500

THE NATURE MUSEUM AT GRAFTON

PO BOX 38
GRAFTON,VT05246 		    CAMPERSHIP 2,500

THE OPEN DOOR

28 EMERSON AVENUE
GLOUCESTER,MA01930 		    FOOD PANTRY/FOOD BANK 2,500

THE SPECIAL NEEDS CENTER OF THE UPPER VALLEY

129 SOUTH MAIN STREET SUITE 103
WHITE RIVER JUNCTION,VT05001 		    CAMPERSHIP 3,000

THE STRATTON MOUNTAIN & VALLEY COMMUNITY BENEFIT FOUNDATION

PO BOX 523 2D VILLAGE SQUARE
STRATTON MOUNTAIN,VT05155 		    DENTAL 3,000

THE SUMMER CAMP

8 CHURCH STREET
BRIDGTON,ME04009 		    CAMPERSHIP 2,500

THEATRE ADVENTURE INC

PO BOX 2264
BRATTLEBORO,VT05303 		    CAMPERSHIP 2,500

THOMAS CHEW MEMORIAL BOYS & GIRLS CLUB

PO BOX 5155 803 BEDFORD STREET
FALL RIVER,MA02723 		    CAMPERSHIP 2,500

THREE SISTERS GARDEN PROJECT INC

PO BOX 422
IPSWICH,MA01938 		    FOOD PANTRY/FOOD BANK 3,000

THROUGH THESE DOORS

PO BOX 704
PORTLAND,ME04104 		    HOMELESS SHELTER 2,000

TREKKERS INC

325 OLD COUNTY ROAD
ROCKLAND,ME04841 		    CAMPERSHIP 2,500

TURNING POINTS NETWORK

231 BROAD STREET
CLAREMONT,NH03743 		    HOMELESS SHELTER 2,500

TWIN RIVERS FOOD PANTRY

2 CENTRAL STREET UNIT C
FRANKLIN,NH03235 		    FOOD PANTRY/FOOD BANK 3,000

UNITED NATIONS ASSOCIATION OF GREATER BOSTON

200 PORTLAND STREET
BOSTON,MA02114 		    CAMPERSHIP 2,500

UNITED WAY OF GREATER NASHUA - UPBEAT NEW HAMPSHIRE

20 BROAD STREET
NASHUA,NH03064 		    CAMPERSHIP 2,500

UNITED WAY OF THE TRI-VALLEY AREA

PO BOX 126
FARMINGTON,ME04938 		    CAMPERSHIP 2,500

URBANITY DANCE

725 HARRISON AVENUE SUITE 100
BOSTON,MA02118 		    CAMPERSHIP 2,500

VERMONT FOOD BANK

33 PARKER ROAD
BARRE,VT05641 		    FOOD PANTRY/FOOD BANK 3,000

VERMONT WORKS FOR WOMEN

32A MALLETTS BAY AVENUE
WINOOSKI,VT05404 		    CAMPERSHIP 2,500

WALPOLE COMMUNITY FOOD PANTRY

PO BOX 43
WALPOLE,MA02081 		    FOOD PANTRY/FOOD BANK 3,000

WATERVILLE AREA SOUP KITCHEN

PO BOX 1464
WATERVILLE,ME04903 		    FOOD PANTRY/FOOD BANK 5,000

WAY STATION

PO BOX 1888
NORTH CONWAY,NH03860 		    HOMELESS SHELTER 3,000

WEST END HOUSE GIRLS CAMP INC

105 ALLSTON STREET
ALLSTON,MA02134 		    CAMPERSHIP 2,500

WESTERN MAINE PLAY MUSEUM

PO BOX 1161
WILTON,ME04294 		    CAMPERSHIP 2,000

WESTERN MASSACHUSETTS COUNCIL INC BOYS SCOUTS OF AMERICA

1 ARCH STREET SUITE 5
WESTFIELD,MA01085 		    CAMPERSHIP 2,500

WHITE BIRCH COMMUNITY CENTER

51 HAIL AVENUE
HENNIKER,NH03242 		    FOOD PANTRY/FOOD BANK 2,500

WHITE MOUNTAIN COMMUNITY HEALTHCARE

298 WHITE MOUNTAIN HIGHWAY
CONWAY,NH03818 		    HEALTH & WELFARE 4,350

WHITE MOUNTAIN SCIENCE

23 AMMONOOSUC STREET SUITE 1
LITTLETON,NH03561 		    CAMPERSHIP 2,500

WILDFLOWER INC HELPING KIDS REDISCOVER LIFE AFTER LOSS

271 LINCOLN STREET SUITE 12
LEXINGTON,MA02421 		    CAMPERSHIP 2,500

WINDSOR COUNTY MENTORS

PO BOX 101
WINDSOR,VT05089 		    HEALTH & WELFARE 2,500

WORCESTER COUNTY 4-H CENTER INC DBA CAMP MARSHALL

92 MCCORMICK ROAD
SPENCER,MA01582 		    CAMPERSHIP 2,500

WORCESTER EARN A BIKE

4 KING STREET
WORCETER,MA01610 		    HEALTH & WELFARE 2,000

WORCESTER YOUTH CENTER INC

326 CHANDLER STREET
WORCESTER,MA01602 		    HEALTH & WELFARE 3,000

YMCA - SANFORD-SPRINGVALE

1 EMILE LEVASSEUR DRIVE
SANFORD,ME04073 		    CAMPERSHIP 2,500

YMCA CAMP OF CENTRAL MAINE

130 EAST AVENUE
LEWISTON,ME04240 		    CAMPERSHIP 2,500

YWCA - SOUTHEASTERN MASSACHUSETTS

20 SOUTH SIXTH STREET
NEW BEDFORD,MA02740 		    CAMPERSHIP 2,500

ZACK'S PLACE ENRICHMENT CENTER

73 CENTRAL STREET
WOODSTOCK,VT05091 		    HEALTH & WELFARE 3,000
Total .................................right arrow 3a 669,329
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
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 1  
4 Dividends and interest from securities ....     14 44,708  
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 .....     14 12,879  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 231,191  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aWEST STREET ENERGY PARTNERS AND AIV-1 		523000   01    
bNEW MOUNTAIN PARTNERS IV ACCESS LP 523000 -830 01    
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -830 288,779 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
287,949
(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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 21,446 7,149   14,297

TY 2023 InvestmentsCorpBondsSchedule
Name:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Name of Bond End of Year Book Value End of Year Fair Market Value
INVESTMENTS - CORPORATE BONDS 923,503 923,503

TY 2023 InvestmentsOtherSchedule2
Name:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OTHER INVESTMENTS (PARTNERSHIPS) AT COST 835,641 835,641
PUBLIC EQUITY AT COST 19,889 19,889
COMMONFUNDS MULTI STRATEGIC EQUITY FUND AT COST 30,231,809 30,231,809

TY 2023 OtherExpensesSchedule
Name:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 14,986 0   14,986
TRUSTEE BOND FEE 15,235 15,235   0
PENALTY 142 0   0


TY 2023 OtherIncomeSchedule2
Name:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
NEW MOUNTAIN PARTNERS IV ACCESS LP 14,075 14,075 14,075
WEST STREET PARTNERS -1,196 -1,196 -1,196
NEW MOUNTAIN PARTNERS IV ACCESS LP -830   -830


TY 2023 OtherIncreasesSchedule
Name:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Description Amount
NET UNREALIZED INVESTMENT GAINS & LOSSES 5,797,974


TY 2023 OtherLiabilitiesSchedule
Name:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Description Beginning of Year - Book Value End of Year - Book Value
FEDERAL EXCISE TAX PAYABLE 4,691 0
PAYROLL TAX PAYABLE 436 432


TY 2023 OtherProfessionalFeesSchedule
Name:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 51,753 51,753   0


TY 2023 TaxesSchedule
Name:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 2,671 0   0