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
CAMBRIDGE SAVINGS CHARITABLE
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)1374 MASSACHUSETTS AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CAMBRIDGE, MA02138
A Employer identification number

48-1307731
B Telephone number (see instructions)

(617) 864-7000
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$1,565,166J 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... 121,702 121,702  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -1,088,374
b Gross sales price for all assets on line 6a 2,223,081
7 Capital gain net income (from Part IV, line 2)... 0
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
310,000 0  
12 Total. Add lines 1 through 11........ -656,672 121,702  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 36,000 0   36,000
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
2,650 0   2,650
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,000 0   0
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
500 0   500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 50,150 0   39,150
25 Contributions, gifts, grants paid....... 3,047,856 2,701,006
26 Total expenses and disbursements. Add lines 24 and 25 3,098,006 0   2,740,156
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,754,678
b Net investment income (if negative, enter -0-) 121,702
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......... 748,964 304,483 304,483
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,797,854 Click to see attachment
List of Attached Documents:
// Content
1,260,683 		1,260,683
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) 5,546,818 1,565,166 1,565,166
Liabilities 17 Accounts payable and accrued expenses.......... 19  
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)......... 19 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 5,546,799 1,565,166
29 Total net assets or fund balances (see instructions)..... 5,546,799 1,565,166
30 Total liabilities and net assets/fund balances (see instructions). 5,546,818 1,565,166
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
5,546,799
2
Enter amount from Part I, line 27a .....................
2
-3,754,678
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,792,121
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
226,955
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,565,166
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 M&T BANK D    
b BERSHIRE HILLS BANCORP D    
c HARBORONE BANCORP D    
d BROOKLINE BANCORP INC D    
e FNB CORPORATION D    
BROOKLINE BANCORP D    
EASTERN BANKSHARES INC D    
WASHINGTON TRUST BANCORP D    
WASHINGTON TRUST BANCORP D    
EASTERN BANKSHARES D    
(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 382,360   395,941 -13,581
b 411,217   479,384 -68,167
c 301,332   346,619 -45,287
d 298,173   335,353 -37,180
e 121,788   131,848 -10,060
218,694   252,525 -33,831
197,602   150,000 47,602
28,214   37,292 -9,078
57,873   69,124 -11,251
205,828   160,000 45,828
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       -13,581
b       -68,167
c       -45,287
d       -37,180
e       -10,060
      -33,831
      47,602
      -9,078
      -11,251
      45,828
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 -135,005
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 1,692
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 1,692
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 1,692
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 14,543
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 14,543
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 12,851
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow7,000 Refundedright arrow 11 5,851
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
Yes
 
If "Yes," attach the statement required by General Instruction T.Click to see list of attachments
List of Attached Documents:
// Content
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 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 arrowN/A
14
The books are in care ofright arrowDANIEL CAREY Telephone no.right arrow (617) 441-4211

Located atright arrow81 WYMAN STREETWALTHAMMA ZIP+4right arrow02451
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)
Yes
 
(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
 
No
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
ANNE ADAMS CUSHMAN DIRECTOR
1.00 		7,500 0 0
1374 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02138
ROBERT P REARDON DIRECTOR
1.00 		7,500 0 0
1374 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02138
ROBERT RAMSEY DIRECTOR
1.00 		7,500 0 0
1374 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02138
ROBERT M WILSON DIRECTOR
1.00 		7,500 0 0
1374 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02138
WAYNE F PATENAUDE PRESIDENT/CEO/CHAIRMAN
1.00 		0 0 0
1374 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02138
CHARLES O LYONS PASSED AWAY DIRECTOR
1.00 		6,000 0 0
1374 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02138
STEPHEN J COUKOS EVP/GENERAL COUNSEL/CLERK
1.00 		0 0 0
1374 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02138
MICHAEL GILLES EVP/COO/CFO/TREASURER/ASST. CLERK
1.00 		0 0 0
1374 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02138
JERI FOUTTER VP/ASSISTANT CLERK
1.00 		0 0 0
1374 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02138
DANIEL CAREY SVP/CONTROLLER
1.00 		0 0 0
1374 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02138
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 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
NONE
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
1,260,683
b
Average of monthly cash balances.......................
1b
496,937
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,757,620
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
1,757,620
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
26,364
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,731,256
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
86,563
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
86,563
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,692
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,692
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
84,871
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
84,871
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
84,871
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
2,740,156
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
2,740,156
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 84,871
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 890,066
b From 2019...... 951,897
c From 2020...... 1,961,204
d From 2021...... 1,823,137
e From 2022...... 2,180,646
f Total of lines 3a through e ........ 7,806,950
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,740,156
a Applied to 2022, but not more than line 2a 0
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..... 84,871
e Remaining amount distributed out of corpus 2,655,285
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 10,462,235
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 .......... 		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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		890,066
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		9,572,169
10 Analysis of line 9:
a Excess from 2019.... 951,897
b Excess from 2020.... 1,961,204
c Excess from 2021.... 1,823,137
d Excess from 2022.... 2,180,646
e Excess from 2023.... 2,655,285
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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

200 CLUB OF MELROSE

200 W FOSTER ST
MELROSE,MA02176 		NOT RELATED PC EXEMPT PURPOSE 200

ABOUT FRESH INC

560 HARRISON AVE STE 407
BOSTON,MA02118 		NOT RELATED PC EXEMPT PURPOSE 10,000

ACCESSPORTAMERICA

119 HIGH ST
ACTON,MA01720 		NOT RELATED PC EXEMPT PURPOSE 8,870

ACE MENTOR PROGRAM OF GREATER BOSTON

2 SEAPORT LN
BOSTON,MA02210 		NOT RELATED PC EXEMPT PURPOSE 10,000

ACTION FOR BOSTON COMMUNITY DEVELOPMENT INC

178 TREMONT ST
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSE 50,000

ACTON COMMUNITY SUPPER & FOOD PANTRY INC

235 SUMMER RD 205
BOXBOROUGH,MA01719 		NOT RELATED PC EXEMPT PURPOSE 2,500

ALLSTON BRIGHTON CDC

18R SHEPARD ST SUITE 100
BOSTON,MA02135 		NOT RELATED PC EXEMPT PURPOSE 50,000

ALZHEIMER'S ASSOCIATION

320 NEVADA ST SUITE 201
NEWTON,MA02460 		NOT RELATED PC EXEMPT PURPOSE 5,000

AMERICA SCORES NEW ENGLAND INC

284 AMORY ST
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSE 2,500

ARLINGTON BOYS & GIRL CLUB

60 POND LN
ARLINGTON,MA02474 		NOT RELATED PC EXEMPT PURPOSE 11,600

ASIAN COMMUNITY DEVELOPMENT CORPORATION

38 OAK ST
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSE 40,000

BAY COVE HUMAN SERVICES INC

66 CANAL ST
BOSTON,MA02114 		NOT RELATED PC EXEMPT PURPOSE 6,633

BEDFORD BABE RUTH BASEBALLSOFTBALL PROG

80 LOOMIS ST
BEDFORD,MA01730 		NOT RELATED PC EXEMPT PURPOSE 700

BELMONT CITIZEN FORUM INC

PO BOX 609
BELMONT,MA02478 		NOT RELATED PC EXEMPT PURPOSE 100

BELMONT HILL SCHOOL

350 PROSPECT ST
BELMONT,MA02478 		NOT RELATED PC EXEMPT PURPOSE 1,000

BENJAMIN FRANKLIN CUMMINGS INSTITUTE OF TECH

41 BERKELEY ST
BOSTON,MA02116 		NOT RELATED PC EXEMPT PURPOSE 100,700

BERNICE & PHILIP FRIEZE FUND INC

800 BOYLSTON ST SPC 27
BOSTON,MA02199 		NOT RELATED PC EXEMPT PURPOSE 3,000

BOSTON ALLIANCE OF GAY AND LESBIAN YOUTH INC

28 COURT SQUARE
BOSTON,MA02196 		NOT RELATED PC EXEMPT PURPOSE 1,000

BOSTON AREA GLEANERS

91 MARTIN ST
ACTON,MA01720 		NOT RELATED PC EXEMPT PURPOSE 2,500

BOSTON BUILDING MATERIALS CO

100 TERRACE ST
BOSTON,MA02120 		NOT RELATED PC EXEMPT PURPOSE 5,000

BOSTON CHINATOWN NEIGHBORHOOD CENTER INC

38 ASH ST
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSE 2,500

BOSTON FARMS COMMUNITY LAND TRUST INC

487 NORFOLK ST
MATTAPAN,MA02126 		NOT RELATED PC EXEMPT PURPOSE 2,500

BOSTON HEALTH FOR THE HOMELESS PROGRAM INC

780 ALBANY STREET
BOSTON,MA02118 		NOT RELATED PC EXEMPT PURPOSE 5,000

BOSTON PARKS & RECREATION

1010 MASSACHUSETTS AVENUE 3RD FLOOR
BOSTON,MA02118 		NOT RELATED PC EXEMPT PURPOSE 2,500

BOYS & GIRLS CLUB OF WOBURN

1 CHARLES GARDNER LN
WOBURN,MA01801 		NOT RELATED PC EXEMPT PURPOSE 4,200

BOYS AND GIRLS CLUBS OF BOSTON

200 HIGH ST 3RD FLOOR
BOSTON,MA02110 		NOT RELATED PC EXEMPT PURPOSE 7,500

BOYS AND GIRLS CLUBS OF DORCHESTER INC

1135 DORCHESTER AVE
DORCHESTER,MA02125 		NOT RELATED PC EXEMPT PURPOSE 5,000

BREAD OF LIFE INC

214 COMMERCIAL ST STE 209
MALDEN,MA02148 		NOT RELATED PC EXEMPT PURPOSE 30,000

BREAKTHROUGH GREATER BOSTON

459 BROADWAY CT
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 2,500

BREAKTIME UNITED INC

170 PORTLAND ST
BOSTON,MA02114 		NOT RELATED PC EXEMPT PURPOSE 10,000

BRIDGES HOMEWARD

60 GORE ST
CAMBRIDGE,MA02141 		NOT RELATED PC EXEMPT PURPOSE 24,175

CAMBRIDGE AND SOMERVILLE PROGRAM FOR ALCOHOL

240 ALBANY ST
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 3,425

CAMBRIDGE CAMPING ASSOCIATION

99 BISHOP ALLEN DR
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 20,000

CAMBRIDGE COLLEGE INC

500 RUTHERFORD AVE
BOSTON,MA02129 		NOT RELATED PC EXEMPT PURPOSE 5,000

CAMBRIDGE COMMUNITY CENTER

5 CALLENDER ST
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 10,000

CAMBRIDGE COMMUNITY FOUNDATION

99 BISHOP ALLEN DR
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE -1,000

CAMBRIDGE FAMILY YMCA

820 MASSACHUSETTS AVE
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 10,000

CAMBRIDGE HEALTH ALLIANCE FOUNDATION

350 MAIN STREET 5TH FLOOR
MALDEN,MA02148 		NOT RELATED PC EXEMPT PURPOSE 60,500

CAMBRIDGE LOCAL FIRST

988 MEMORIAL DR APT 185
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 15,000

CAMBRIDGE SCHOOL VOLUNTEERS

459 BROADWAY CT
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 1,000

CARITAS COMMUNITIES INC

25 BRAINTREE HILL PARK STE 206
BRAINTREE,MA021848716 		NOT RELATED PC EXEMPT PURPOSE 35,000

CASA MYRNA VAZQUEZ INC

451 BLUE HILL AVE
BOSTON,MA02121 		NOT RELATED PC EXEMPT PURPOSE 2,500

CATHOLIC MEMORIAL

235 BAKER ST
BOSTON,MA02132 		NOT RELATED PC EXEMPT PURPOSE 10,600

CENTER FOR WOMEN & ENTERPRISE INC

44 SCHOOL ST SUITE 200
BOSTON,MA02108 		NOT RELATED PC EXEMPT PURPOSE 5,000

CENTRE STREET FOOD PANTRY

11 HOMER ST
NEWTON CENTRE,MA02459 		NOT RELATED PC EXEMPT PURPOSE 10,000

CHARLESTOWN BOYS AND GIRLS CLUB

15 GREEN ST
CHARLESTOWN,MA02129 		NOT RELATED PC EXEMPT PURPOSE 5,000

CHARLESTOWN YMCA

150 3RD AVE
CHARLESTOWN,MA02129 		NOT RELATED PC EXEMPT PURPOSE 5,000

CHILDREN'S HOSPITAL CORPORATION

300 LONGWOOD AVE
BOSTON,MA02115 		NOT RELATED PC EXEMPT PURPOSE 2,500

CHINESE AMERICAN ASSOCIATION OF CAMBRIDGE INC

253 1/2 BROADWAY UNIT 1
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 1,000

CITIZENS' HOUSING AND PLANNING ASSOCIATION INC

ONE BEACON ST 5TH FLOOR
BOSTON,MA02108 		NOT RELATED PC EXEMPT PURPOSE 1,500

CLIMABLE INC

485 MASSACHUSETTS AVE
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 1,000

CODMAN SQ NEIGHBORHOOD DEVELOPMENT CORP

587 WASHINGTON ST
DORCHESTER CENTER,MA02124 		NOT RELATED PC EXEMPT PURPOSE 10,000

COMMUNITY ACTION AGENCY OF SOMERVILLE INC

66 UNION SQUARE
SOMERVILLE,MA02143 		NOT RELATED PC EXEMPT PURPOSE 2,500

COMMUNITY COALITION OF MELROSE INC DBA MELROSE FA

1 W FOSTER ST
MELROSE,MA02176 		NOT RELATED PC EXEMPT PURPOSE 500

COMMUNITY COOKS INC

337 SOMERVILLE AVE
SOMERVILLE,MA02143 		NOT RELATED PC EXEMPT PURPOSE 5,000

COMMUNITY SERVINGS

179 AMORY ST
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSE 13,500

COMPASS WORKNG CAPITAL INC

89 SOUTH ST SUITE 804
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSE 5,000

CONCORD CHILDREN'S CENTER INC

1300 MAIN ST
CONCORD,MA01742 		NOT RELATED PC EXEMPT PURPOSE 1,000

CONCORD EDUCATION FUND

PO BOX 202
CONCORD,MA01742 		NOT RELATED PC EXEMPT PURPOSE 200

CONCORD MUSEUM

53 CAMBRIDGE TPKE
CONCORD,MA01742 		NOT RELATED PC EXEMPT PURPOSE 500

CONCORD-CARLISLE COMMUNITY CHEST

19 MAIN ST 2
CONCORD,MA01742 		NOT RELATED PC EXEMPT PURPOSE 10,000

COUNCIL FOR ECONOMIC EDUCATION

122 EAST 42ND STREET SUITE 1012
NEW YORK,NY10168 		NOT RELATED PC EXEMPT PURPOSE 2,500

CROSSROADS FOR KIDS INC

119 MYRTLE ST
DUXBURY,MA02332 		NOT RELATED PC EXEMPT PURPOSE 2,500

CYSTIC FIBROSIS FOUNDATION

44 HARTWELL AVE
LEXINGTON,MA02421 		NOT RELATED PC EXEMPT PURPOSE 3,455

DISCOVERING JUSTICE

1 COURTHOUSE WAY
BOSTON,MA02210 		NOT RELATED PC EXEMPT PURPOSE 2,500

DORCHESTER BAY ECONOMIC DEVELOPMENT CORPORATION

594 COLUMBIA RD
BOSTON,MA02125 		NOT RELATED PC EXEMPT PURPOSE 40,000

DREAM DAY

165 NAN KE RAFE PATH
BREWSTER,MA02631 		NOT RELATED PC EXEMPT PURPOSE 2,500

DUFFLES INC

1087 BRADFORD CROSSING PL
GOODE,VA24556 		NOT RELATED PC EXEMPT PURPOSE 2,500

ECCLESIA MINISTRIES INC

15 NEWBURY ST
BOSTON,MA02116 		NOT RELATED PC EXEMPT PURPOSE 5,000

ECONOMIC MOBILITY PATHWAYS INC

308 CONGRESS ST 5TH FLOOR
BOSTON,MA02210 		NOT RELATED PC EXEMPT PURPOSE 2,500

ECUMENICAL SOCIAL ACTION COMMITTEE

434 JAMAICAWAY
BOSTON,MA02130 		NOT RELATED PC EXEMPT PURPOSE 1,500

ELIZABETH PEABODY HOUSE

275-277 BROADWAY
SOMERVILLE,MA02145 		NOT RELATED PC EXEMPT PURPOSE 2,500

EMERSON HOSPITAL

133 OLD RD TO 9 ACRE CORNER
CONCORD,MA01742 		NOT RELATED PC EXEMPT PURPOSE 12,500

ENROOT INC

99 BISHOP ALLEN DR UNIT 129
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 2,500

EVKIDS INC

218 ADAMS ST
BOSTON,MA02122 		NOT RELATED PC EXEMPT PURPOSE 4,400

FAMILY ACCESS OF NEWTON

492 WALTHAM ST
NEWTON,MA02465 		NOT RELATED PC EXEMPT PURPOSE 7,500

FAMILY NURTURING CENTER OF MASS INC

200 BOWDOIN ST
BOSTON,MA02122 		NOT RELATED PC EXEMPT PURPOSE 2,500

FAMILYAID BOSTON INC

3815 WASHINGTON ST
BOSTON,MA02130 		NOT RELATED PC EXEMPT PURPOSE 15,000

FEDERATION FOR CHILDREN WITH SPECIAL NEEDS

529 MAIN ST 1M3
BOSTON,MA02129 		NOT RELATED PC EXEMPT PURPOSE 2,500

FENWAY COMMUNITY DEVELOPMENT CORPORATION

70 BURBANK ST
BOSTON,MA02115 		NOT RELATED PC EXEMPT PURPOSE 50,000

FIND THE CAUSE GALA

PO BOX 2112
FRAMINGHAM,MA01703 		NOT RELATED PC EXEMPT PURPOSE 15,000

FIRST CONGREGATIONAL CHURCH OF REVERE

230 BEACH ST
REVERE,MA02151 		NOT RELATED PC EXEMPT PURPOSE 30,000

FOLLOW YOUR ART COMMUNITY STUDIOS INC

647 MAIN ST
MELROSE,MA02176 		NOT RELATED PC EXEMPT PURPOSE 5,000

FOOD FOR FREE COMMITTEE INC

11 INMAN STREET
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 49,700

FOOD LINK

108 SUMMER ST
ARLINGTON,MA02474 		NOT RELATED PC EXEMPT PURPOSE 5,000

FOR KIDS ONLY AFTERSCHOOL INC

11 BARTLETT ROAD
WINTHROP,MA02152 		NOT RELATED PC EXEMPT PURPOSE 2,500

FOUNDATION FOR METROWEST

3 ELIOT ST
NATICK,MA01760 		NOT RELATED PC EXEMPT PURPOSE 5,000

FRANCISCAN HOSPITAL FOR CHILDREN

30 WARREN ST
BRIGHTON,MA02135 		NOT RELATED PC EXEMPT PURPOSE 10,000

FRESH START FURNITURE BANK

16 BRENT DR
HUDSON,MA01749 		NOT RELATED PC EXEMPT PURPOSE 2,500

FRIENDS OF BOSTON'S HOMELESS

184 DUDLEY ST SUITE 100
BOSTON,MA02119 		NOT RELATED PC EXEMPT PURPOSE 2,500

FRIENDS OF MT AUBURN CEMETERY

580 MOUNT AUBURN STREET
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 9,600

FRIENDS OF WATERTOWN COUNCIL ON AGING INC

PO BOX 621
WATERTOWN,MA02471 		NOT RELATED PC EXEMPT PURPOSE 20,000

FRIENDSHIP HOME INC

458 MAIN ST
NORWELL,MA02061 		NOT RELATED PC EXEMPT PURPOSE 4,600

FUND FOR CATHOLIC SCHOOLS INC

67 BATTERYMARCH ST 6TH FLOOR
BOSTON,MA02110 		NOT RELATED PC EXEMPT PURPOSE 37,000

FURNISHING HOPE OF MASSACHUSETTS

131 MT AUBURN ST LEVEL B
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 2,695

GENESIS FOUNDATION

60 TEMPLE PL 2ND FLOOR
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSE 5,000

GIRL SCOUTS OF EASTERN MASS INC

265 BEAVER STREET
WALTHAM,MA02452 		NOT RELATED PC EXEMPT PURPOSE 2,500

GIRLSTART

1400 W ANDERSON LN
AUSTIN,TX78757 		NOT RELATED PC EXEMPT PURPOSE 5,000

GLAD

18 TREMONT ST STE 950
BOSTON,MA02108 		NOT RELATED PC EXEMPT PURPOSE 4,800

HABITAT FOR HUMANITY OF THE GREATER WORCESTER METR

640 LINCOLN ST
WORCESTER,MA01605 		NOT RELATED PC EXEMPT PURPOSE 7,700

HALEY HOUSE INC

23 DARTMOUTH ST
BOSTON,MA02116 		NOT RELATED PC EXEMPT PURPOSE 10,000

HARVEST ON THE VINE

49 VINE ST
CHARLESTOWN,MA02129 		NOT RELATED PC EXEMPT PURPOSE 30,000

HEADING HOME INC

479 CONCORD AVE
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 15,000

HEALTH LEADS INC

24 SCHOOL ST
BOSTON,MA02108 		NOT RELATED PC EXEMPT PURPOSE 5,000

HEALTHY WALTHAM INC

510 MOODY STREET
WALTHAM,MA02453 		NOT RELATED PC EXEMPT PURPOSE 20,000

HEART OF A GIANT FOUNDATION

SOUTH BOSTON LIBRARY 646 E BROADWAY
SOUTH BOSTON,MA02127 		NOT RELATED PC EXEMPT PURPOSE 2,500

HELP BY AMG

124 WINNISIMMET ST APT 3
BOSTON,MA021502778 		NOT RELATED PC EXEMPT PURPOSE 1,000

HILDEBRAND FAMILY SELF HELP CENTER INC

614 MASSACHUSETTS AVE
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 20,000

HISTORY CAMBRIDGE

159 BRATTLE ST
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 5,000

HOMEOWNERS REHAB INC

280 FRANKLIN ST
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 20,000

HOMESTART INC FBO CHAF

105 CHAUNCY ST 502
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSE 30,000

HOPE AND COMFORT INC

659 HIGHLAND AVE
NEEDHAM,MA02494 		NOT RELATED PC EXEMPT PURPOSE 1,000

HORIZONS FOR HOMELESS CHILDREN

1785 COLUMBUS AVE
ROXBURY,MA02119 		NOT RELATED PC EXEMPT PURPOSE 3,500

HOUSING CORPORATION OF ARLINGTON

252 MASSACHUSETTS AVE
ARLINGTON,MA02474 		NOT RELATED PC EXEMPT PURPOSE 55,000

HOUSING FAMILIES INC

919 EASTERN AVE
MALDEN,MA02148 		NOT RELATED PC EXEMPT PURPOSE 5,000

HUMAN RIGHTS CAMPAIGN INC

1640 RHODE ISLAND AVE NW
WASHINGTON,DC20036 		NOT RELATED PC EXEMPT PURPOSE 1,000

INNERCITY WEIGHTLIFTING

PO BOX 171313
BOSTON,MA02117 		NOT RELATED PC EXEMPT PURPOSE 2,500

INTERFAITH SOCIAL SERVICES INC

105 ADAMS ST
QUINCY,MA02169 		NOT RELATED PC EXEMPT PURPOSE 2,500

INTERISE INC

361 NEWBURY ST SUITE 421
BOSTON,MA02115 		NOT RELATED PC EXEMPT PURPOSE 2,500

INTERNATIONAL INSTITUTE OF NEW ENGLAND INC

101 JACKSON STREET
LOWELL,MA01852 		NOT RELATED PC EXEMPT PURPOSE 2,500

JEWISH BIG BROTHER BIG SISTER ASSOC OF GREATER BOS

1430 MAIN ST
WALTHAM,MA02451 		NOT RELATED PC EXEMPT PURPOSE 2,500

JOHN BARRY BOYS & GIRLS CLUB OF NEWTON

675 WATERTOWN ST
NEWTON,MA02460 		NOT RELATED PC EXEMPT PURPOSE 12,500

JUST-A-START CORPORATION

1035 CAMBRIDGE ST 12
CAMBRIDGE,MA02141 		NOT RELATED PC EXEMPT PURPOSE 150,000

LAWYERS CLEARINGHOUSE

7 WINTHROP SQUARE
BOSTON,MA02110 		NOT RELATED PC EXEMPT PURPOSE 5,000

LEXINGTON EDUCATION FOUNDATION

9 MERIAM ST STE 5
LEXINGTON,MA02420 		NOT RELATED PC EXEMPT PURPOSE 1,000

LONGY SCHOOL OF MUSIC

27 GARDEN ST
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 2,500

LOVIN' SPOONFULS

189 WELLS AVE 100
NEWTON,MA02459 		NOT RELATED PC EXEMPT PURPOSE 10,000

LYNN COMMUNITY HEALTH CENTER

280 UNION STREET
LYNN,MA01901 		NOT RELATED PC EXEMPT PURPOSE 9,500

MARCH OF DIMES INC

1550 CRYSTAL DR STE 1300
ARLINGTON,VA22202 		NOT RELATED PC EXEMPT PURPOSE 1,000

MASS ALLIANCE OF PORTUGUESE SPEAKERS

1046 CAMBRIDGE ST
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 1,131

MASS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHLD

125 HARTWELL AVE
LEXINGTON,MA02421 		NOT RELATED PC EXEMPT PURPOSE 2,500

MASSACHUSETTS HOUSING & SHELTER ALLIANCE

7 BULFINCH PL 201
BOSTON,MA02114 		NOT RELATED PC EXEMPT PURPOSE 5,000

MASSACHUSETTS NONPROFIT NETWORKTSNE

89 SOUTH ST
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSE 3,000

MELROSE ALLIANCE AGAINST VIOLENCE INC

235 W FOSTER ST
MELROSE,MA02176 		NOT RELATED PC EXEMPT PURPOSE 2,500

MELROSE LITTLE LEAGUE

74 SYLVAN STREET
MALDEN,MA02148 		NOT RELATED PC EXEMPT PURPOSE 500

MELROSEKIND

5 MEADOWVIEW RD
MELROSE,MA02176 		NOT RELATED PC EXEMPT PURPOSE 1,000

MESSAGE OF HOPE FOUNDATION

PO BOX 277
WAREHAM,MA02576 		NOT RELATED PC EXEMPT PURPOSE 2,000

METRO WEST COLLABORATIVE DEVELOPMENT

79 CHAPEL ST
NEWTON,MA02458 		NOT RELATED PC EXEMPT PURPOSE 28,539

METROPOLITAN BOSTON HOUSING PARTNERSHIP INC

1411 TREMONT ST
BOSTON,MA02120 		NOT RELATED PC EXEMPT PURPOSE 5,000

MINUTEMAN SENIOR SERVICES

ONE BURLINGTON WOODS DR SUITE 101
BURLINGTON,MA01803 		NOT RELATED PC EXEMPT PURPOSE 20,000

MORE THAN WORDS

242 EAST BERKELEY ST
BOSTON,MA02118 		NOT RELATED PC EXEMPT PURPOSE 1,000

MOUNT AUBURN HOSPITAL

330 MT AUBURN ST
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 81,480

MUJERES UNIDAS AVANZANDO (MUA)

54 CLAYTON ST 1
DORCHESTER,MA02122 		NOT RELATED PC EXEMPT PURPOSE 2,500

MULTI-SERVICE EATING DISORDER ASSOCIATION

1320 CENTRE ST
NEWTON CENTRE,MA02459 		NOT RELATED PC EXEMPT PURPOSE 1,000

MYSTIC VALLEY ELDER SERVICES

300 COMMERCIAL ST 19
MALDEN,MA02148 		NOT RELATED PC EXEMPT PURPOSE 15,000

MYSTIC VALLEY YOUNG MEN'S CHRISTIAN ASSOCIATION

99 DARTMOUTH ST
MALDEN,MA02148 		NOT RELATED PC EXEMPT PURPOSE 10,000

NE MASS CHAPTER 411 SCORE

583 CHESTNUT ST STE 8
LYNN,MA01904 		NOT RELATED PC EXEMPT PURPOSE 6,000

NEIGHBORHOOD OF AFFORDABLE HOUSING

143 BORDER ST
EAST BOSTON,MA02128 		NOT RELATED PC EXEMPT PURPOSE 50,000

NEW ART CENTER

61 WASHINGTON PARK
NEWTON,MA02460 		NOT RELATED PC EXEMPT PURPOSE 5,000

NEW ENGLAND CENTER AND HOME FOR VETERANS

17 COURT ST
BOSTON,MA02108 		NOT RELATED PC EXEMPT PURPOSE 4,000

NEW ENGLAND CENTER FOR ARTS & TECHNOLOGY INC

23 BRADSTON ST
BOSTON,MA02118 		NOT RELATED PC EXEMPT PURPOSE 5,000

NEWTON FOOD PANTRY

1000 COMMONWEALTH AVE
NEWTON,MA02459 		NOT RELATED PC EXEMPT PURPOSE 3,000

NEWTON NORTH HIGH SCHOOL PTSO INC

457 WALNUT STREET NEWTON
MA,MA02460 		NOT RELATED PC EXEMPT PURPOSE 500

NORTH CAMBRIDGE LITTLE BASEBALL LEAGUE

RUSSELL FIELD RINDGE AVENUE
CAMBRIDGE,MA02140 		NOT RELATED PC EXEMPT PURPOSE 400

NORTH END COMMUNITY HEALTH COMMITTEE INC

332 HANOVER ST
BOSTON,MA02113 		NOT RELATED PC EXEMPT PURPOSE 5,000

NORTH SUFFOLK COMMUNITY SERVICES INC

269 WASHINGTON AVE
CHELSEA,MA02150 		NOT RELATED PC EXEMPT PURPOSE 2,500

NORTHEAST ARC INC

1 SOUTHSIDE ROAD
DANVERS,MA01923 		NOT RELATED PC EXEMPT PURPOSE 5,000

NUPATH INC

300 W CUMMINGS PARK 354
WOBURN,MA01801 		NOT RELATED PC EXEMPT PURPOSE 10,000

ON THE RISE INC

341 BROADWAY
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 9,356

ONE FAMILY INC

186 SOUTH ST 402
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSE 4,817

OPEN TABLE INC

1 MONTGOMERY ST SUITE 500
SAN FRANCISCO,CA94104 		NOT RELATED PC EXEMPT PURPOSE 10,000

OUT METROWEST INC

160 HOLLIS ST
FRAMINGHAM,MA01702 		NOT RELATED PC EXEMPT PURPOSE 1,000

PAN MASSACHUSETTS CHALLENGE

77 4TH AVENUE
NEEDHAM,MA02494 		NOT RELATED PC EXEMPT PURPOSE 20,000

PARTNERS FOR YOUTH WITH DISABILITIES INC

89 SOUTH ST SUITE 103
BOSTON,MA02111 		NOT RELATED PC EXEMPT PURPOSE 2,500

PERKINS SCHOOL FOR THE BLIND

175 N BEACON ST
WATERTOWN,MA02472 		NOT RELATED PC EXEMPT PURPOSE 2,500

PHILLIPS BROOKS HOUSE ASSOCIATION INC

HARVARD YARD 1
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 2,500

PINE STREET INN

444 HARRISON AVENUE
BOSTON,MA02118 		NOT RELATED PC EXEMPT PURPOSE 20,000

PLAYWORKS EDUCATION ENERGIZED

380 WASHINGTON STREET
OAKLAND,CA94607 		NOT RELATED PC EXEMPT PURPOSE 2,500

POWERS MUSIC SCHOOL

160 LEXINGTON ST
BELMONT,MA02478 		NOT RELATED PC EXEMPT PURPOSE 2,500

PROSPECT HILL COMMUNITY FOUNDATION INC

PO BOX 550211
WALTHAM,MA02452 		NOT RELATED PC EXEMPT PURPOSE 3,000

PROVISION MINISTRY

7 THOMAS NEWTON DR
WESTBOROUGH,MA01581 		NOT RELATED PC EXEMPT PURPOSE 5,000

RAISING A READER MA

3 SCHOOL ST
BOSTON,MA02108 		NOT RELATED PC EXEMPT PURPOSE 5,000

RESPOND INC

961 COMMONWEALTH AVENUE
BOSTON,MA02215 		NOT RELATED PC EXEMPT PURPOSE 5,000

RIVERSIDE COMMUNITY CARE INC

270 BRIDGE STREET
DEDHAM,MA02026 		NOT RELATED PC EXEMPT PURPOSE 2,500

ROC USA LLC

6 LOUDON RD 501
CONCORD,NH03301 		NOT RELATED PC EXEMPT PURPOSE 10,000

ROSIE'S PLACE INC

889 HARRISON AVE
BOSTON,MA02118 		NOT RELATED PC EXEMPT PURPOSE 7,500

SAINT FRANCIS HOUSE INC

39 BOYLSTON ST
BOSTON,MA02116 		NOT RELATED PC EXEMPT PURPOSE 10,000

SCIENCE CLUB FOR GIRLS

136 MAGAZINE ST
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 3,000

SECOND CHANCES

372 N MAIN ST
NORTH BROOKFIELD,MA01535 		NOT RELATED PC EXEMPT PURPOSE 7,500

SELF ESTEEM BOSTON

PO BOX 301155
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSE 2,500

SERVICE STARS INC

175 WILLIAM F MCCLELLAN HWY
EAST BOSTON,MA02128 		NOT RELATED PC EXEMPT PURPOSE 2,500

SOLUTIONS AT WORK

1151 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 2,500

SOMERVILLE COMMUNITY CORPORATION

337 SOMERVILLE AVE 2ND FLOOR
SOMERVILLE,MA02143 		NOT RELATED PC EXEMPT PURPOSE 50,000

SOMERVILLE EDUCATION FOUNDATION

18 HAMILTON ROAD
SOMERVILLE,MA02144 		NOT RELATED PC EXEMPT PURPOSE 3,000

SOMERVILLE HOMELESS COALITION INC

255 ELM STREET SUITE 204
SOMERVILLE,MA02144 		NOT RELATED PC EXEMPT PURPOSE 70,000

SOUTH BOSTON NDC

273 D ST
BOSTON,MA02127 		NOT RELATED PC EXEMPT PURPOSE 40,000

SOUTH SHORE YMCA

79 CODDINGTON ST
QUINCY,MA02169 		NOT RELATED PC EXEMPT PURPOSE 8,400

SPECIAL OLYMPICS OF MASSACHUSETTS INC

512 FOREST STREET
MARLBOROUGH,MA01752 		NOT RELATED PC EXEMPT PURPOSE 2,500

SPONSOR INC DBA MISSION EARTH

1257 WORCESTER ROAD BOX 312
FRAMINGHAM,MA01701 		NOT RELATED PC EXEMPT PURPOSE 1,000

SPRINGWELLWEST SUBURBAN ELDER SERVICES

307 WAVERLEY OAKS RD 205
WALTHAM,MA02452 		NOT RELATED PC EXEMPT PURPOSE 10,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

313 WASHINGTON ST
NEWTON,MA02458 		NOT RELATED PC EXEMPT PURPOSE 1,000

ST MARY'S CENTER FOR WOMEN & CHILDREN

90 CUSHING AVE
DORCHESTER,MA02125 		NOT RELATED PC EXEMPT PURPOSE 2,500

STUDENT CLINIC FOR IMMIGRANT JUSTICE INC

217 HANOVER ST SUITE 320
BOSTON,MA02113 		NOT RELATED PC EXEMPT PURPOSE 1,000

SUMMER SEARCH

3840 WASHINGTON STREET
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSE 2,500

SUPPORTIVE LIVING INC

400 WEST CUMMINGS PARK SUITE 6100
WOBURN,MA01801 		NOT RELATED PC EXEMPT PURPOSE 5,000

SUSTAINABLE BUSINESS NETWORK OF MASSACHUSETTS

99 BISHOP ALLEN DR 100
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 100,000

TECH GOES HOME INC

131 DARTMOUTH ST 3RD FLOOR
BOSTON,MA02116 		NOT RELATED PC EXEMPT PURPOSE 150,000

THE ARC OF THE SOUTH SHORE INC

20 POND PARK RD 113
HINGHAM,MA02043 		NOT RELATED PC EXEMPT PURPOSE 2,500

THE CHARLES RIVER CENTER

59 E MILITIA HEIGHTS DR
NEEDHAM,MA02492 		NOT RELATED PC EXEMPT PURPOSE 1,000

THE CHILDREN'S RM CTR FOR GRIEVING CHILDRENTEENS

1210 MASSACHUSETTS AVE
ARLINGTON,MA02476 		NOT RELATED PC EXEMPT PURPOSE 1,000

THE CONCORD CONSERVATORY OF MUSIC

1317 MAIN ST
CONCORD,MA01742 		NOT RELATED PC EXEMPT PURPOSE 2,000

THE EPIPHANY SCHOOL

154 CENTRE ST
BOSTON,MA02124 		NOT RELATED PC EXEMPT PURPOSE 5,000

THE FOOD DRIVE INC

25 SARGENT ST
MELROSE,MA02176 		NOT RELATED PC EXEMPT PURPOSE 2,500

THE GUILD FOR HUMAN SERVICES

521 VIRGINIA RD
CONCORD,MA01742 		NOT RELATED PC EXEMPT PURPOSE 5,000

THE MASSACHUSETTS GENERAL HOSITAL

55 FRUIT STREET
BOSTON,MA02114 		NOT RELATED PC EXEMPT PURPOSE 10,000

THE MIDAS COLLABORATIVE

2 OLIVER ST
BOSTON,MA02109 		NOT RELATED PC EXEMPT PURPOSE 10,000

THE MINUTE MAN ARC FOR HUMAN SERVICES INC

35 FOREST RIDGE RD
CONCORD,MA01742 		NOT RELATED PC EXEMPT PURPOSE 1,000

THE NEIGHBORHOOD DEVELOPERS

4 GERRISH AVE
CHELSEA,MA02150 		NOT RELATED PC EXEMPT PURPOSE 50,000

THE ONE LOVE FOUNDATION IN HONOR OF YEARDLEY LOVE

46 PONDFIELD RD
BRONXVILLE,NY10708 		NOT RELATED PC EXEMPT PURPOSE 2,320

THE SALVATION ARMY

615 SLATERS LANE
ALEXANDRIA,VA22314 		NOT RELATED PC EXEMPT PURPOSE 10,000

THE SHRINERS' HOSPITAL FOR CHILDREN

51 BLOSSOM ST
BOSTON,MA02114 		NOT RELATED PC EXEMPT PURPOSE 5,000

THE SPAULDING REHABILITATION HOSPITAL CORP

300 1ST AVENUE
BOSTON,MA02129 		NOT RELATED PC EXEMPT PURPOSE 3,000

THE URBAN FOOD INITIATIVE INC

420 WASHINGTON ST
DORCHESTER,MA02124 		NOT RELATED PC EXEMPT PURPOSE 18,000

THE3POINTFOUNDATION

1270 SOLDIERS FIELD RD
BOSTON,MA02135 		NOT RELATED PC EXEMPT PURPOSE 5,000
TUFTS UNIVERSITY FBO MICHELLE LI


419 BOSTON AVE
MEDFORD,MA02155 		NOT RELATED I SCHOLARSHIP 2,500

TUTORING PLUS OF CAMBRIDGE INC

225 WINDSOR ST
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 1,000
UNIVERSITY OF MASS BOSTON FBO LARA


100 MORRISSEY BLVD
BOSTON,MA02125 		NOT RELATED I SCHOLARSHIP 2,500

URBAN EDGE HOUSING CORPORATION

1542 COLUMBUS AVE
ROXBURY,MA02119 		NOT RELATED PC EXEMPT PURPOSE 50,200

VETERANS LEGAL SERVICES INC

122 BOYLSTON ST
JAMAICA PLAIN,MA02130 		NOT RELATED PC EXEMPT PURPOSE 7,500

VICTORY PROGRAMS

404 S HUNTINGTON AVE
BOSTON,MA02130 		NOT RELATED PC EXEMPT PURPOSE 25,000

VNA HOSPICE & PALLATIVE CARE

100 TRADECENTER DR SUITE G-500
WOBURN,MA01801 		NOT RELATED PC EXEMPT PURPOSE 1,500

WALTHAM BOYS AND GIRLS CLUB

20 EXCHANGE ST
WALTHAM,MA02451 		NOT RELATED PC EXEMPT PURPOSE 25,000

WALTHAM FIELDS COMMUNITY FARM

240 BEAVER ST
WALTHAM,MA02452 		NOT RELATED PC EXEMPT PURPOSE 5,000

WALTHAM PARTNERSHIP FOR YOUTH

617 LEXINGTON ST
WALTHAM,MA02452 		NOT RELATED PC EXEMPT PURPOSE 2,500

WALTHAM YMCA

725 LEXINGTON ST
WALTHAM,MA02452 		NOT RELATED PC EXEMPT PURPOSE 7,500

WANG YMCA OF CHINATOWN

8 OAK ST W
BOSTON,MA02116 		NOT RELATED PC EXEMPT PURPOSE 5,300

WATCH COMMUNITY DEVELOPMENT CORPORATION

24 CRESCENT ST SUITE 201
WALTHAM,MA02453 		NOT RELATED PC EXEMPT PURPOSE 50,000

WATERTOWN BOYS & GIRLS CLUB

25 WHITES AVE
WATERTOWN,MA02472 		NOT RELATED PC EXEMPT PURPOSE -790

WEST END HOUSE INC

105 ALLSTON ST
BOSTON,MA02134 		NOT RELATED PC EXEMPT PURPOSE 5,000

WHITTIER STREET HEALTH CENTER

1290 TREMONT ST
ROXBURY,MA02120 		NOT RELATED PC EXEMPT PURPOSE 5,000

WILDFLOWER INC

271 LINCOLN ST SUITE 12
LEXINGTON,MA02421 		NOT RELATED PC EXEMPT PURPOSE 1,000

WOMEN'S EDUCATIONAL CENTER INC

15 ALGONQUIN ST
BOSTON,MA02124 		NOT RELATED PC EXEMPT PURPOSE 5,000

WOMEN'S LUNCH PLACE

67 NEWBURY ST
BOSTON,MA02116 		NOT RELATED PC EXEMPT PURPOSE 2,500

Y2Y YOUTH HOUSING INITIATIVE

1 CHURCH ST
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 10,000

YMCA OF METRO NORTH INC

10 CENTENNIAL DR SUITE 105
PEABODY,MA01960 		NOT RELATED PC EXEMPT PURPOSE 5,000

YOUNG NONPROFIT PROFESSIONALS NETWORK OF BOSTON

PO BOX 170547
BOSTON,MA02117 		NOT RELATED PC EXEMPT PURPOSE 1,000

YWCA CAMBRIDGE

7 TEMPLE ST
CAMBRIDGE,MA02139 		NOT RELATED PC EXEMPT PURPOSE 2,500
Total .................................right arrow 3a 2,701,006
bApproved for future payment

JUST-A-START HOUSING CORPORATION
1035 CAMBRIDGE ST 12
CAMBRIDGE,MA02141 		NOT RELATED PC EXEMPT PURPOSE 50,000

MOUNT AUBURN HOSPITAL
330 MT AUBURN ST
CAMBRIDGE,MA02138 		NOT RELATED PC EXEMPT PURPOSE 75,000
Total ................................. right arrow 3b 125,000
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 ........... 		         
4 Dividends and interest from securities ....     14 121,702  
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 -1,088,374  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCITC REFUND 		    18   310,000
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 -966,672 310,000
13Total. Add line 12, columns (b), (d), and (e)..................
13
-656,672
(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.)
11A CITC REFUND
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:
CAMBRIDGE SAVINGS CHARITABLE
 
FOUNDATION INC
EIN:
48-1307731
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WOLF & COMPANY, P.C. 2,650 0   2,650

TY 2023 DissolutionStmt
Name:
CAMBRIDGE SAVINGS CHARITABLE
 
FOUNDATION INC
EIN:
48-1307731
Dissolution Name Dissolution Address Explanation Dissolution Amount
NOT AVAILABLE 1374 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02138 		THE CAMBRIDGE SAVINGS CHARITABLE FOUNDATION IS COMMITTED TO DONATING 6% OF CAMBRIDGE SAVINGS BANK'S PRIOR YEAR EARNINGS TO THE COMMUNITIES THEY SERVE. IN 2022, THE BANK EXPERIENCED HIGHER PROFITABILITY THAN IN PREVIOUS YEARS AND GIFTED THE CHARITY ASSETS AT THE END OF CALENDAR YEAR 2022 TO FULLY FUND THE COMMITMENT FOR DONATIONS THROUGHOUT 2023. IN 2023, THE FOUNDATION FOCUSED ON CHARITIES AND NON-PROFITS IN THE IN THE GREATER BOSTON AREA AND CAME THROUGH ON ITS PROMISE OF 6% OF EARNINGS BACK TO THE COMMUNITY. IN 2023, PROFITS WERE LOWER AND THUS THE FOUNDATION ASSETS HAVE NOT BEEN REPLENISHED TO THE LEVELS SEEN IN THE PREVIOUS YEAR.THIS IS NOT INTENDED TO BE A LIQUIDATION, SO NO CERTIFIED COPY OFLIQUIDATION PLAN IS ATTACHED.THE CASH IN THE FORM OF CHECKS WERE DISTRIBUTED TO PUBLIC CHARITITES. 2,701,006


TY 2023 InvestmentsOtherSchedule2
Name:
CAMBRIDGE SAVINGS CHARITABLE
 
FOUNDATION INC
EIN:
48-1307731
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENTS FMV 1,260,683 1,260,683

TY 2023 LiquidationExplanationStmt
Name:
CAMBRIDGE SAVINGS CHARITABLE
 
FOUNDATION INC
EIN:
48-1307731
Statement:
THE CAMBRIDGE SAVINGS CHARITABLE FOUNDATION IS COMMITTED TO DONATING 6% OF CAMBRIDGE SAVINGS BANK'S PRIOR YEAR EARNINGS TO THE COMMUNITIES THEY SERVE. IN 2022, THE BANK EXPERIENCED HIGHER PROFITABILITY THAN IN PREVIOUS YEARS AND GIFTED THE CHARITY ASSETS AT THE END OF CALENDAR YEAR 2022 TO FULLY FUND THE COMMITMENT FOR DONATIONS THROUGHOUT 2023. IN 2023, THE FOUNDATION FOCUSED ON CHARITIES AND NON-PROFITS IN THE IN THE GREATER BOSTON AREA AND CAME THROUGH ON ITS PROMISE OF 6% OF EARNINGS BACK TO THE COMMUNITY. IN 2023, PROFITS WERE LOWER AND THUS THE FOUNDATION ASSETS HAVE NOT BEEN REPLENISHED TO THE LEVELS SEEN IN THE PREVIOUS YEAR. THIS IS NOT INTENDED TO BE A LIQUIDATION, SO NO CERTIFIED COPY OF LIQUIDATION PLAN IS ATTACHED. THE CASH IN THE FORM OF CHECKS WERE DISTRIBUTED TO PUBLIC CHARITITES.


TY 2023 OtherDecreasesSchedule
Name:
CAMBRIDGE SAVINGS CHARITABLE
 
FOUNDATION INC
EIN:
48-1307731
Description Amount
CHANGE IN UNREALIZED GAIN OR LOSS 226,955


TY 2023 OtherExpensesSchedule
Name:
CAMBRIDGE SAVINGS CHARITABLE
 
FOUNDATION INC
EIN:
48-1307731
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEES 500 0   500


TY 2023 OtherIncomeSchedule2
Name:
CAMBRIDGE SAVINGS CHARITABLE
 
FOUNDATION INC
EIN:
48-1307731
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CITC REFUND 310,000   310,000


TY 2023 TaxesSchedule
Name:
CAMBRIDGE SAVINGS CHARITABLE
 
FOUNDATION INC
EIN:
48-1307731
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2022 EXTENSION PAYMENT 5,000 0   0
2023 ESTIMATED PAYMENT 6,000 0   0