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
THE APPLE LANE FOUNDATION INC 14101830
 
Number and street (or P.O. box number if mail is not delivered to street address)CO FTCI 280 PARK AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10017
A Employer identification number

06-1501640
B Telephone number (see instructions)

(212) 632-3000
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$13,152,693J 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... 331,123 323,357  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -74,285
b Gross sales price for all assets on line 6a 1,089,628
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).......      
12 Total. Add lines 1 through 11........ 256,838 323,357  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
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
3,950 0   3,950
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
61,110 45,814   15,296
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,793 3,040   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
197 197   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 69,050 49,051   19,246
25 Contributions, gifts, grants paid....... 628,556 628,556
26 Total expenses and disbursements. Add lines 24 and 25 697,606 49,051   647,802
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -440,768
b Net investment income (if negative, enter -0-) 274,306
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............. 160,011 137,498 137,498
2 Savings and temporary cash investments......... 104,000    
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) 0 Click to see attachment
List of Attached Documents:
// Content
124,629 		129,035
b Investments—corporate stock (attach schedule)....... 5,893,468 Click to see attachment
List of Attached Documents:
// Content
5,559,828 		10,523,989
c Investments—corporate bonds (attach schedule)....... 1,684,714 Click to see attachment
List of Attached Documents:
// Content
1,578,026 		1,534,614
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).......... 821,286 Click to see attachment
List of Attached Documents:
// Content
821,286 		827,557
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) 8,663,479 8,221,267 13,152,693
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 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........ 9,560,176 9,560,176
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -896,697 -1,338,909
29 Total net assets or fund balances (see instructions)..... 8,663,479 8,221,267
30 Total liabilities and net assets/fund balances (see instructions). 8,663,479 8,221,267
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
8,663,479
2
Enter amount from Part I, line 27a .....................
2
-440,768
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,768
4
Add lines 1, 2, and 3 ..........................
4
8,227,479
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
6,212
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,221,267
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 1800 SHS OF ISHARES PREFERRED & INCOME SECURITIES ETF   2022-10-14 2023-02-16
b 710 SHS OF MOSAIC CO/THE   2022-08-02 2023-04-25
c 993 SHS OF FRANKLIN SHORT DURATION U.S. GOVERNMENT ETF   2015-06-30 2023-05-02
d 5327 SHS OF FRANKLIN SHORT DURATION U.S. GOVERNMENT ETF   2020-12-30 2023-05-02
e 6200 SHS OF BANK OF AMERICA CORP   2018-03-15 2023-05-04
3100 SHS OF BANK OF AMERICA CORP   2018-03-22 2023-05-04
1700 SHS OF MEDTRONIC PLC   2018-03-15 2023-05-04
750 SHS OF FREEPORT-MCMORAN INC CL B   2023-04-25 2023-10-31
(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 59,187   55,316 3,871
b 30,269   37,431 -7,162
c 89,467   98,324 -8,857
d 479,952   509,951 -29,999
e 168,755   199,684 -30,929
84,378   95,752 -11,374
152,304   139,395 12,909
25,316   28,060 -2,744
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       3,871
b       -7,162
c       -8,857
d       -29,999
e       -30,929
      -11,374
      12,909
      -2,744
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 -74,285
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 3,813
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 3,813
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 3,813
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,440
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 3,440
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 373
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
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 arrowCT
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 arrowCHARLES DE SIEYES Telephone no.right arrow (212) 632-3000

Located atright arrow35 OLD POWERHOUSE ROADFALMOUTHME ZIP+4right arrow04105
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)
 
No
(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
 
 
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
CHARLES J DE SIEYES PRESIDENT, DIRECTOR
10.00 		0 0 0
C/O FIDUCIARY TRUST COMPANY INTL
280 PARK AVENUE
NEW YORK,NY10017
DAVID C DE SIEYES VICE PRESIDENT
10.00 		0 0 0
C/O FIDUCIARY TRUST COMPANY INTL
280 PARK AVENUE
NEW YORK,NY10017
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
12,605,772
b
Average of monthly cash balances.......................
1b
456,356
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
13,062,128
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
13,062,128
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
195,932
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,866,196
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
643,310
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
643,310
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,813
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,813
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
639,497
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
639,497
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
639,497
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
647,802
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
647,802
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 7 639,497
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 641,172
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$ 647,802
a Applied to 2022, but not more than line 2a 641,172
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..... 6,630
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 .......... 		632,867
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).)
CHARLES J DE SIEYES
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

ACCORD FOOD PANTRY

PO BOX 2203
S HAMILTON,MA01982 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000

ACLU OF MASSACHUSETTS

211 CONGRESS STREET
BOSTON,MA02110 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000

ACTION INC

108 MAIN STREET
GLOUCESTER,MA01930 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

AFS MAINE AMERICANS ABROAD FUND

46 GLENVIEW ROAD
CUMBERLAND,ME04021 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000

AGAWAM COUNCIL

6 FUNDY ROAD
FALMOUTH,MA04105 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,500

ALZHEIMER FOUNDATION OF AMERICA

322 8TH AVENUE 7TH FLOOR
NEW YORK,NY10001 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000

ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION IL

8430 W BRYN MAWR AVE
CHICAGO,IL606313473 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,000

ALZHEIMER'S DISEASE RESEARCH ASSOCIATION

31408 HARPER AVE
ST CLAIR SHORES,MI48082 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,000

AMERICAN CANCER SOCIETY INC NEW ENGLAND DIVISION INC

3 SPEEN STREET
FRAMINGHAM,MA01701 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000

AMERICAN CIVIL LIBERTIES UNION FOUNDATION

125 BROAD STREET 18TH FLOOR
NEW YORK,NY10004 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 4,000

AMERICAN RED CROSS SO ME

524 FOREST AVENUE
PORTLAND,ME04101 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

AMERICAN RED CROSS

PO BOX 37839
BOONE,IA500370839 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 17,000

ANCHOR TO WINDWARD INCORPORATED CO MARBLEHEAD COUNSELING CENTER

PO BOX 813
MARBLEHEAD,MA01945 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 4,000

APTOS SOCCER CLUB

8070 SOQUEL DR
APTOS,CA95003 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,500

APTOS SPORTS FOUNDATION

9119 SOQUEL DRIVE
APTOS,CA95003 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 518

BAXTER ACADEMY

185 LANCASTER STREET
PORTLAND,ME04101 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,500

BEVERLY BOOTSTRAPS FOOD PANTRY

35 PARK ST
BEVERLY,MA01915 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000

BEVERLY HOSPITAL

85 HERRICK STREET
BEVERLY,MA01915 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

BIG BROTHERS BIG SISTERS

625 MAIN STREET
WESTBROOK,ME040924120 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250

BIRDSONG NATURE CENTER

2106 MERIDIAN RD
THOMASVILLE,GA31792 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 550

BOSTON BALLET INC

19 CLARENDON STREET
BOSTON,MA02116 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000

BOSTON CHILDREN'S HOSPITAL

300 LONGWOOD AVENUE
BOSTON,MA02115 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000

BOSTON SYMPHONY ORCHESTRA SYMPHONY HALL

301 MASSACHUSETTS AVE
BOSTON,MA02115 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

BOYS & GIRLS CLUB OF GREATER PORTLAND

PO BOX 7830
PORTLAND,ME04112 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250

BRIGHAM & WOMENS HOSPITAL (REF NEUROLOGY) DEVELOPMENT OFFICE

116 HUNTINGTON AVENUE THIRD FLOOR
BOSTON,MA02116 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000

BROOKWOOD SCHOOL INC

ONE BROOKWOOD ROAD
MANCHESTER,MA01944 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,935

CALIFORNIA ALLIANCE WITH FAMILY FARMERS

PO BOX 363
DAVIS,CA95617 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

CASE WESTERN RESERVE UNIVERSITY SCHOOL OF MEDICINE

10900 EUCLID AVENUE
CLEVELAND,OH441064923 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

CENTER FOR CONSTITUTIONAL RIGHTS

666 BROADWAY 7TH FLOOR
NEW YORK,NY10012 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000

CENTER FOR GRIEVING CHILDREN

555 FOREST AVENUE
PORTLAND,ME04101 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500

CENTER FOR LAW AND SOCIAL POLICY

1310 L ST NW SUITE 900
WASHINGTON DC,DC20005 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000

CHRIST CHURCH PARISH DAY SCHOOL

149 ASBURY STREET SOUTH
HAMILTON,MA01982 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 200

CITIZENS INN

81 MAIN ST
PEABODY,MA01960 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

COMMON THREADS OF MAINE

90 BRIDGE STREET
WESTBROOK,ME04092 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250

COMMUNITY FOUNDATION OF SANTA CRUZ COUNTY

7807 SOQUEL DRIVE
APTOS,CA95003 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 6,000

COMMUNITY HOUSE SERVICE OF HAMILTON & WENHAM

284 BAY RD S
HAMILTON,MA01982 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,000

COMMUNITY SERVINGS INC

18 MARBURY TERRACE
JAMAICA PLAIN,MA01230 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

COPE FAMILY CENTER

707 RANDOLPH STREET
NAPA,CA94559 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000

CRAZY ACRES FARMS

368 BIRCH RD
WALLKILL,NY12589 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 10,000

CURAMERICAS

318 W MILLBROOK RD STE 105
RALEIGH,NC27609 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

CURE (CITIZENS UNITED IN RESEARCH FOR EPILEPSY)

420 NORTH WABASH SUITE 300
CHICAGO,IL60611 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000

DAMON RUNYON CANCER RESEARCH FOUNDATION

ONE EXCHANGE PLAZA 55 BROADWAY
SUITE 302
NEW YORK,NY10006 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

DANA FARBER CANCER INSTITUTE DIVISION OF DEVELOPMENT & THE JIMMY FUND

10 BROOKLINE PLACE WEST 6TH FLOOR
BROOKLINE,MA024457226 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 7,000

DANIEL CARDILLO CHARITABLE FUND

245 MAIN STREET
ELLSWORTH,ME04605 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250

DAY WORKER CENTER

406 MAIN ST SUITE 207
WATSONVILLE,CA95076 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,051

DEERFIELD ACADEMY

PO BOX 87
DEERFIELD,MA013420306 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

DOCTORS WITHOUT BORDERS

PO BOX 1869
MERRIFIELD,VA221169644 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,000

EL PAJARO COMMUNITY DEVELOPMENT CORPORATION

23 EAST BEASCH STREET
WATSONVILLE,CA95076 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,500

EPILEPSY FOUNDATION OF NEW ENGLAND

650 SUFFOLK STREET 405
LOWELL,MA01854 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 10,000

EPILEPSY FOUNDATION

3540 CRAIN HIGHWAY
BOWIE,MD20716 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000

EQUINE RESCUE NETWORK

37 BOXFORD ROAD
IPSWICH,MA01938 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000

EQUSS ANAM CARA (DBA HORSE AND HEART RANCH)

5017 IRONWOOD DR
SOQUEL,CA95073 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 300

ESSEX COUNTY GREENBELT

82 EASTERN AVENUE 405
ESSEX,MA01929 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

ESSEX COUNTY HABITAT FOR HUMANITY

14 PARK STREET
HANOVER,MA01923 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000

ESSEX COUNTY TRAIL ASSOCIATION

PO BOX 358
HAMILTON,MA01936 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,000

FALMOUTH FOOD PANTRY

271 FALMOUTH RD
FALMOUTH,MA04105 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

FALMOUTH MEMORIAL LIBRARY

5 LUNT RD
FALMOUTH,ME04105 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

FAMILY ICE CENTER

PO BOX 6127
FALMOUTH,ME04105 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 35,000

FARM & WILDERNESS

263 FARM WILDERNESS ROAD
PLYMOUTH,VT050569434 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,037

FIRST CONGREGATIONAL CHURCH OF WASHINGTON CT

PO BOX 1285
WASHINGTON,CT06793 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

FOOD RUNNERS

2579 WASHINGTON STREET
SAN FRANCISCO,CA94115 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,037

FRENCH HERITAGE

14 E 60TH STREET
NEW YORK,NY10022 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

FRENCH LIBRARY & CULTURAL CENTER

53 MALBOROUGH STREET
BOSTON,MA02116 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000

FRIENDS FOREVER INTERNATIONAL

ONE MORGAN WAY
DURHAM,NH03824 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

FRIENDS OF CASCO BAY CAMPAIGN

2 FORT ROAD SOUTH
PORTLAND,ME04106 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250

FRIENDS OF NAPA COUNTY ANIMAL SHELTER

PO BOX 715
NAPA,CA94559 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000

FRIENDS OF NORTHSHORE EDUCATION CONSORTIUM INC

112 SOHIER RD
BEVERLY,MA019155534 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000

FRIENDS OF PORTLAND ADULT EDUCATION

14 LOCUST ST
PORTLAND,ME04104 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250

FROM THE TOP

PO BOX 845429
BOSTON,MA02284 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250

GIRLS INC OF THE CENTRAL COAST

318 CAYUGA ST SUITE 206
SALINAS,CA93901 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

GIRLS ON THE RUN

PO BOX 30667
CHARLOTTE,NC28230 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 550

GLOUCESTER ADVENTURE

PO BOX 1306
GLOUSTER,MA019311306 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500

GOOD SHEPARD FOOD BANK

PO BOX 587
AUBURN,ME04211 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500

GOOD THEATER

76 CONGRESS ST
PORTLAND,ME04101 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500

GREATER PORTLAND LANDMARKS

93 HIGH STREET
PORTLAND,ME04101 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500

GREEN MOUNTAIN HORSE ASSOCIATION

5491 SOUTH ROAD
WOODSTOCK,VT05071 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

GREY BEARS

2710 CHANTICLEER AVE
SANTA CRUZ,CA95065 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 4,591

GULF OF MAINE RESEARCH INSTITUTE

350 COMMERCIAL STREET
PORTLAND,ME04101 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500

HABITAT FOR HUMANITY OF SANTA CRUZ COUNTY

PO BOX 8412
SANT CRUZ,CA95061 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,110

HABITAT FOR HUMANITY

14 PARK STREET
DANVERS,MA01923 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500

HAMILTON HOUSING AUTHORITY

121 RAILROAD AVE
HAMILTON,MA01982 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

HAMILTON-WENHAM EDUCATION FUND

PO BOX 2433
S HAMILTON,MA01982 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000

HEAL THE BAY

1444 9TH STREET
SANTA MONICA,CA90401 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

HEIFER PROJECT INTERNATIONAL

1 WORLD AVENUE
LITTLE ROCK,AR72202 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

HOSPICE OF SOUTHERN MAINE

465 CONGRESS STREET STE 600
PORTLAND,ME04101 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 20,000

IMMIGRANT LEGAL ADVOCACY

PO BOX 17917
PORTLAND,ME04112 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000

IPSWICH FAMILY YMCA & ROWLEY CAMPUS CO GERRY BEAUCHAMP

110 COUNTY ROAD
IPSWICH,MA01938 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000

IRIS NETWORK

185 PARK AVE
PORTLAND,ME04102 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250

IUPUI

PO BOX 7072
INDIANPOLIS,IN46207 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

JACKIE ROBINSON FOUNDATION

75 VARICK STREET 2ND FL
NEW YORK,NY100131917 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

JACOB'S HEART CHILDREN'S CANCER SUPPORT

680 W BEACH ST
WATSONVILLE,CA95076 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000

JANE GOODALL INSTITUTE

1595 SPRING HILL ROAD 550
VIENNA,VA22182 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000

JESSIE DANIEL BULLENS-CREWE FOUNDATION

254 FORESIDE ROAD
CUMBERLAND FORESIDE,ME044101124 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250

JOHNNY MILLER CHAMP FOUNDATION

162 BONNIEBROOK DR
NAPA,CA94558 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

KATE RISLEY FOUNDATION

29 COLOMBUS AVE
NORTHAMPTON,MA010604252 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,000

KAZU

100 BUILDING 201 ROOM 317
SEASIDE,CA93955 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,091

KENTS HILL SCHOOL

1614 MAIN STREET
KENTS HILL,ME04349 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000

KIEVE AFFECTIVE EDUCATION INC

PO BOX 169
NOBLEBORO,ME045550169 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 100

KIVA

875 HOWARD STREET SUITE 340
SAN FRANCISCO,CA94103 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,066

KONBIT SANTE CAP-HAITIEN HEALTH

295 SPRING ST
PORTLAND,ME04102 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000

LAKE FOREST COLLEGE

555 NORTH SHERIDAN ROAD
LAKE FOREST,IL60045 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000

LAND TRUST OF SANTA CRUZ COUNTY

617 WATER STREET
SANTA CRUZ,CA95060 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,000

LATINO JUSTICE PRLDEF

475 RIVERSIDE DR SUITE 1901
NEW YORK,NY10115 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500

LIFE LAB SCIENCE PROGRAM

1156 HIGH ST
SANTA CRUZ,CA95064 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,017

LIVE LIKE COCO FOUNDATION

220 CENTER AVE
APTOS,CA95003 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 300

LONG ISLAND COMMUNITY CENTER REVITALIZATION PROJECT

PO BOX 263
LONG ISLAND,ME04050 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250

LONG ISLAND LIBRARY

PO BOX 252
LONG ISLAND,ME04050 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250

LOON PRESERVATION COMM

183 LEES MILL RD
MOULTONBOROUGH,NH03254 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

MADD

118 E JOHN CARPENTER
IRVING,TX75062 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 100

MAINE ADAPTIVE SPORT AND RECREATION

8 SUNDANCE LANE
NEWRY,ME04261 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250

MAINE AUDOBON SOCIETY

20 GISLAND FARM ROAD
FALMOUTH,ME04105 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500

MAINE COAST HERITAGE TRUST

ONE MAIN STREET
TOPSHAM,ME04086 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

MAINE COLLEGE OF ART

522 CONGRESS STREET
PORTLAND,ME04101 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500

MAINE FARMLAND TRUST

97 MAIN STREET
BELFAST,ME04915 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000

MAINE GUN SAFETY COALITION

PO BOX 92
PORTLAND,ME04112 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500

MAINE HISTORICAL SOCIETY

489 CONGRESS STREET
PORTLAND,ME041013498 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500

MAINE HUTS AND TRAILS

375 MAIN STREET
KINGFIELD,ME04947 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500

MAINE MEDICAL CENTER

22 BRAMHALL STREET
PORTLAND,ME04104 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

MAINE NARROW GAUGE RAILROAD & MUSEUM

58 FORE STREET
PORTLAND,ME04101 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250

MAINE PUBLIC BROADCASTING CO

63 TEXAS AVENUE
BANGOR,ME04401 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,000

MAINE STATE MUSIC THEATRE

22 ELM STREET
BRUNSWICK,ME04011 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000

MASSACHUSETTS AUDOBON SOCIETY

20 GISLAND FARM RD
FALMOUTH,ME04105 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

MASSACHUSETTS SPECIAL OLYMPICS ASSOCIATION

512 FOREST STREET
MALBOROUGH,MA01752 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

MEDIC ALERT FOUNDATION

101 LANDER AVENUE
TURLOCK,CA95380 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 100

MENTIS NAPA'S CENTER FOR MENTAL HEALTH SERVICES

709 FRANKLIN STREET
NAPA,CA94559 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 10,000

MMC FAMILY MED RESIDENT FUND

22 BRAMHALL STREET
PORTLAND,ME04102 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500

MMC TUFTS MAINE TRACK SCHOLARSHIP

22 BRAMHALL STREET
PORTLAND,ME04102 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500

MONTEREY BAY AQUARIUM FOUNDATION

886 CANNERY ROW
MONTEREY,CA93940 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000

MONTSERRAT COLLEGE OF ART

23 ESSEX STREET
BEVERLY,MA01915 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500

MOSS LANDING MARINE LAB

8272 MOSS LANDING RD
MOSS LANDING,CA95039 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,300

MSPCA ANGELL HEADQUARTERS

350 SOUTH HUNTINGTON AVENUE
BOSTON,MA02130 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500

MUSCULAR DYSTROPHY ASSOCIATION (MDA)

161 N CLARK SUITE 3550
CHICAGO,IL60601 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 100

MUSEUM OF FINE ARTS

465 HUNTINGTON AVENUE
BOSTON,MA02115 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,000

MUSEUM OF MODERN ART

11 WEST 53RD STREET
NEW YORK,NY10019 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 100

NAACP LEGAL DEFENSE & EDUCATIONAL FUND INC

40 RECTOR ST 5TH FLOOR
NEW YORK,NY10006 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500

NAMI CAPE ANN CO NATIONAL ALLIANCE ON MENTAL ILLNESS

43 GLOUCESTER AVE ROOM 2A
GLOUCESTER,MA01931 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000

NAPA HUMANE SOCIETY

3265 CALIFORNIA BLVD
NAPA,CA94558 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000

NAPA VALLEY COLLEGE FOUNDATION

2277 NAPA-VALLEJO HIGHWAY
NAPA,CA94558 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 12,500

NAPA VALLEY COMMUNITY FOUNDATION

3299 CLAREMONT WAY STE 2
NAPA,CA94558 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500

NAPA VALLEY NURSERY SCHOOL

641 RANDOLPH ST
NAPA,CA94559 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000

NAPA VALLEY UNITARIAN UNIVERSALISTS

1625 SALVADOR AVENUE
NAPA,CA94558 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 7,500

NATIONAL CHILDREN'S CANCER SOCIETY

ONE SOUTH MEMORIAL DRIVE SUITE 800
ST LOUIS,MO63102 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

NATIONAL OUTDOOR LEADERSHIP SCHOOL

288 MAIN STREET
LANDER,WY825203140 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,018

NATIONAL PARKS CONS ASSN

777 6TH STREET NW SUITE 700
WASHINGTON,DC20001 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500

NATIVE ANIMAL RESCUE

1855 17TH AVE
SANTA CRUZ,CA95062 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 350

NATURAL RESOURCES COUNCIL OF MAINE

3 WADE STREET
AUGUSTA,ME04330 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

NATURE CONSERVANCY (THE NATIONAL)

4245 N FAIRFAX DRIVE SUITE 100
ARLINGTON,VA22203 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,700

NATURE CONSERVANCY THE (MAINE)

14 MAINE STREET
BRUNSWICK,ME04011 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 10,000

NCFF

2033 K STREET NW
WASHINGTON,DC20006 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,501

NEW ENGLAND AQUARIUM CORPORATION

ONE CENTRAL WHARF
BOSTON,MA021103309 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

NEW ENGLAND CONSERVATORY OF MUSIC

290 HUNTINGTON AVENUE
BOSTON,MA021155018 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 100

NORTH SHORE COMMUNITY COLLEGE FOUNDATION

1 FERNCROFT ROAD
DANVERS,MA01923 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

NORTH SHORE ELDER SERVICES INC

300 ROSEWOOD DRIVE SUITE 200
DANVER,MA019233581 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

NORTH SHORE HEALTH PROJECT

67 MIDDLE STREET
GLOUCESTE,MA019305763 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250

NORTH SHORE UNITED WAY

100 CUMMINGS CENTER SUITE 231-C
341-D
BEVERLY,MA01915 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000

NORTHEAST ARC

1 SOUTHSIDE ROAD
DANVERS,MA01923 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

NORTHERN LIGHT MERCY HOSPITAL

144 STATE STREET
PORTLAND,ME041013795 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,000

NORTHFIELD MOUNT HERMON SCHOOL

ONE LAMLIGHTER WAY
MOUNT HERMON,MA01354 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000

OCEAN CONSERVANCY

1300 19TH ST NW 8TH FL
WASHINGTON,DC20036 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 100

ON THE MOVE (VOICES NAPA)

780 LINCOLN AVENUE
NAPA,CA94558 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000

OPPORTUNITY ALLIANCE

50 LYDIA LANE
SOUTH PORTLAND,ME04106 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000

OXFAM AMERICA

226 CAUSEWAY ST
BOSTON,MA02114 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,500

PAJARO VALLEY LOAVES AND FISHES

150 SECOND STREET
WATSONVILLE,CA95087 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,544

PEABODY ESSEX MUSEUM

161 ESSEX STREET
SALEM,MA01970 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,000

PENINSULA OPEN SPACE TRUST

222 HIGH STREET
PALO ALTO,CA94301 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500

PINE STREET INN

444 HARRISON AVE
BOSTON,MA02118 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000

PLANNED PARENTHOOD FEDERATION OF AMERICA

PO BOX 97166
WASHINGTON,DC20077 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 10,000

PLANNED PARENTHOOD SANTA CRUZ

1119 PACIFIC AVE
SANTA CRUZ,CA95060 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 8,146

PORTLAND COMMUNITY FREE CLINIC

103 INDIA STREET
PORTLAND,ME04101 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

PORTLAND LANDMARKS

93 HIGH STREET
PORTLAND,ME04101 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250

PORTLAND MUSEUM OF ART

SEVEN CONGRESS SQUARE
PORTLAND,ME04101 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

PORTLAND OVATIONS

PO BOX 17573
PORTLAND,ME04112 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

PORTLAND PUBLIC LIBRARY

FIVE MONUMENT SQUARE STE 200
PORTLAND,ME04101 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000

PORTLAND STAGE COMPANY

25A FOREST AVENUE
PORTLAND,ME04104 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

PORTLAND SYMPHONY ORCHESTRA

50 MONUMENT SQUARE
PORTLAND,ME04101 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000

PREBLE ST RESOURCE CTR HOMELESS SHELTER

38 PREBLE STREET
PORTLAND,ME04101 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500

PRESENTATION SCHOOL

20872 BROADWAY
SONOMA,CA95476 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 10,000

PROCTOR ACADEMY

PO BOX 500
ANDOVER,NH03216 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000

RFFRA SCHOLARSHIP FUND

1089 JW DRIVE
CARBONDALE,CO81623 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

RIPPLE EFFECT ANIMAL PROJECT

536 SIVERADO TRAIL
NAPA,CA94559 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000

ROBERT LOUIS STEVENSON SCHOOL STEVENSON ANNUAL FUND

3152 FOREST LAKE ROAD
PEBBLE BEACH,CA93953 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 7,500

ROSIE'S PLACE

889 HARRISON AVENUE
BOSTON,MA02118 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

SALVATION ARMY

297 CUMBERLAND AVE PO BOX 3575
PORTLAND,ME04104 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000

SANTA CRUZ HUB FOR SUSTAINABLE TRANSPORTATION

703 PACIFIC AVE
SANTA CRUZ,CA95060 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 400

SANTA CRUZ MONTESSORI

6230 SOQUEL DRIVE
APTOS,CA95003 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,200

SCRAP

801 TOLAND ST
SAN FRANCISCO,CA94124 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 150

SECOND HARVEST FOOD BANK

800 OHLONE PARKWAY
WATSONVILLE,CA950767005 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,800

SEEDS OF PEACE

370 LEXINGTON AVENUE
NEW YORK,NY10017 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

SMI

525 FLORENCE AVE
OWATONNA,MN55060 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500

SMILE TRAIN INC

633 3RD AVENUE 9TH FLOOR
NEW YORK,NY10017 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 100

SNOWMASS COMMUNITY FUND

PO BOX 5566
SNOWMASS VILLAGE,CO81615 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500

SOCIETY FOR THE PROTECTION OF NH FORESTS

54 PORTSMOUTH STREET
CONCORD,NH033019965 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

SOUTHERN MAINE AGENCY ON AGING

136 US ROUTE 1
SCARBOROUGH,ME04074 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,000

SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVE
MONTGOMERY,AL36104 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000

SPCA OF SANTA CRUZ

PO BOX 3800
SANTA CRUZ,CA95063 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

ST FRANCIS WILDLIFE ASSOCIATION

PO BOX 38160
TALLAHASSEE,FL323158160 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,500

ST LAWRENCE ARTS CENTER

76 CONGRESS STREET
PORTLAND,ME04101 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

STANFORD UNIVERSITY (LEADERSHIP CIRCLE)

326 GALVEZ STREET
STANFORD,CA943056105 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

STANFORD UNIVERSITY

DEVELOPMENT SERVICES PO BOX 20466
STANFORD,CA943090466 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000

STEEP ROCK ASSOCIATION

PO BOX 279
WASHINGTON DEPOT,ME06794 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

SURFRIDER FOUNDATION

942 CALLE NEGOCIO SUITE 350
SAN CLEMENTE,CA92673 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

SURFRIDER FOUNDATION SANTA CRUZ CHAPTER

2222 E CLIFF DR
SANTA CRUZ,CA95062 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 989

SUSAN B ANTHONY PROJECT

179 WATER STREET
TORRINGTON,CT067900846 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500

TATE HOUSE MUSEUM

1267 WESTBROOK ST
PORTLAND,ME04102 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

THAYER SCHOOL OF ENGINEERING

14 ENGINEERING DRIVE
HANOVER,NH037559914 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000

THE CARROLL CENTER FOR THE BLIND

770 CENTRE STREET
NEWTON,MA024582597 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 100

THE COLORADO COLLEGE ANNUAL FUND

PO BOX 1117
COLORADO SPRINGS,CO809019897 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,004

THE HAMILTON FOUNDATION CO TOWN HALL

PO BOX 429
HAMILTON,MA01936 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 4,000

THE NATURE CONSERVANCY OF CALIFORNIA

201 MISSION ST FL 4
SAN FRANCISCO,CA94105 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 8,765

THE OPEN DOOR PLACE OF HOSPITALITY INC

28 EMERSON AVENUE
GLOUCESTER,MA019302583 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,000

THE RIEKES CENTER FOR HUMAN ENHANCEMENT

3455 EDISON WAY
MENLO PARK,CA94025 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500

THE SAVORY INSTITUTE

885 ARAPAHOE AVENUE
BOULDER,CO80302 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 700

THE UCSB FOUNDATION

UCSB FOUNDATION C/O UCSB
SANTA BARBARA,CA931061130 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500

THE WILDLANDS CONSERVANCY

39611 OAK GLEN RD
OAK GLEN,CA92399 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

TOGETHER RISING

800 WEST BROAD STREET 6409
FALLS CHURCH,VA22040 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000

TOYS FOR TOTS

18251 QUANTICO GATEWAY DR
TRIANGLE,VA22172 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500

TROUT UNLIMITED SEBAGO CHAPTER

PO BOX 623
YARMOUTH,ME04096 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500

TROUT UNLIMITED UNLT

267 SCRIBNER HILL ROAD
MANCHESTER,ME04351 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000

TROUT UNLIMITED STEINBECK COUNTRY CHAPTER

76 VALLE VISTA
CARMEL VALLEY,CA93924 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 718

TRUSTEES OF RESERVATIONS

200 HIGH STREET
BOSTON,MA02110 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 4,000

TWIN LAKES CHRISTIAN SCHOOL

2701 CABRILLO COLLEGE DRIVE
APTOS,CA95003 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500

UNIDOS US

1126 16TH ST NW SUITE 600
WASHINGTON DC,DC20036 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500

UNITED STATES EQUESTRIAN FEDERATION

4047 IRON WORKS PARKWAY
LEXINGTON,KY40511 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500

UNITED WAY OF GREATER PORTLAND

PO BOX 15200
PORTLAND,ME041125200 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500

UNIVERSITY OF ILLINOIS FOUNDATION

1305 WEST GREEN STREET MC-386
URBANA,IL61801 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

UPPER VALLEY LAND TRUST

19 BUCK RD
HANOVER,NH037559914 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

VFW

406 W 34TH STREET
KANSAS CITY,MO64111 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

VILLAGE BICYCLE PROJECT

1915 11TH AVENUE EAST
SEATTLE,WA98102 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500

VITA VERDE NATURE EDUCATION

3540 LA HONDA ROAD
SAN GREGORIO,CA94074 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 200

WALNUT AVE WOMEN'S CENTER

303 WALNUT AVENUE
SANTA CRUZ,CA95060 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,568

WASHINGTON COMMUNITY FUND

PO BOX 1213
WASHINGTON,CT067930213 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500

WASHINGTON VOLUNTEER FIRE DEPT INC

PO BOX 244
WASHINGTON DEPOT,CT06794 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500

WATSONVILLE WETLANDS WATCH

PO BOX 363
FREEDOM,CA95019 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,500

WELLSPRING HOUSE INC

302 ESSEX AVENUE
GLOUCESTER,MA01930 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500

WENHAM HISTORICAL ASSOCIATION & MUSEUM

132 MAIN STREET
WENHAM,MA01984 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,000

WGBH EDUCATIONAL FOUNDATION

ONE GUEST STREET
BOSTON,MA02135 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000

WINDRUSH FARM THERAPEUTIC EQUITATION

479 LACY STREET
NORTH ANDOVER,MA01845 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 10,000

WING & BARREL FOUNDATION

6600 NOBLE ROAD
SONOMA,CA94559 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000

WORLD CENTRAL KITCHEN

1342 FLORIDA AVE NW
WASHINGTON DC,DC20009 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 7,500

WORLD WILDLIFE FUND

1250 24TH STREET NW
WASHINGTON,DC20037 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500

YWCA GREATER NEWBURYPORT

13 MARKET STREET
NEWBURYPORT,MA01950 		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
Total .................................right arrow 3a 628,556
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 ........... 		         
4 Dividends and interest from securities ....     14 331,123  
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 -74,285  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 256,838 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
256,838
(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:
THE APPLE LANE FOUNDATION INC 14101830
EIN:
06-1501640
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 3,950 0   3,950

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE APPLE LANE FOUNDATION INC 14101830
EIN:
06-1501640
Name of Bond End of Year Book Value End of Year Fair Market Value
FRANKLIN US GOVERNMENT SECURITIES FUND 406,650 379,442
ISHARES INTERMIDIATE TERM CORP BOND ETF 400,068 385,840
VANGUARD SHORT-TERM CORPORATE BOND 269,721 268,861
VANGUARD SHORT-TERM TREASURY ETF 501,587 500,471

TY 2023 InvestmentsCorpStockSchedule
Name:
THE APPLE LANE FOUNDATION INC 14101830
EIN:
06-1501640
Name of Stock End of Year Book Value End of Year Fair Market Value
AIR PRODUCTS & CHEMICALS INC 96,499 123,210
AMERICAN ELECTRIC POWER CO 52,969 43,047
AMERICAN WATER WORKS CO INC 150,830 224,383
ANALOG DEVICES INC 139,068 412,012
APPLE INC 37,463 770,120
ARES MANAGEMENT CORP CL A 91,545 202,164
ASTRAZENECA PLC SPONS ADR 135,641 255,930
BLACKROCK INC 45,927 202,950
CHEVRON CORP 80,525 115,599
CISCO SYSTEMS INC 141,687 285,438
COMACAST CORP CL A 98,513 131,550
CONOCOPHILLIPS 166,125 174,105
CONSTELLATION BRANDS INC CL A 83,012 114,831
CROWN CASTLE INTERNATIONAL CORP 331,320 226,348
CVS HEALTH CORP 99,820 150,024
DOMINION ENERGY INC 199,201 131,600
DUKE ENERGY CORP 144,614 160,116
EATON CORP PLC 115,599 199,881
ECOLAB INC 88,176 99,175
HONEYWELL INTL INC 159,405 230,681
JOHNSON & JOHNSON CO 197,126 235,110
JPMORGAN CHASE & CO 133,011 387,828
MCDONALD'S CORP 125,696 207,557
MERCK & CO INC 261,005 457,884
MICROCHIP TECHNOLOGY INC 66,973 414,828
MICROSOFT CORP 154,953 1,316,140
MORGAN STANLEY 150,870 289,075
NESTLE S A SPONSORED ADR REPSTG REG SH 173,017 346,890
NEXTERA ENERGY INC 289,064 413,032
PEPSICO INC 157,552 237,776
PFIZER INC 158,014 143,950
PROCTER & GAMBLE CO 142,469 219,810
RTX CORP 64,739 71,098
STARBUCKS CORP 179,195 268,828
TARGET CORP 90,360 185,146
TELUS CORP 180,623 177,900
TEXAS INSTRUMENTS INC 202,020 306,828
UNITEDHEALTH GROUP INC 101,507 223,750
VERIZON COMMUNICATIONS INC 99,099 67,860
WALMART INC 174,596 299,535

TY 2023 InvestmentsGovtObligationsSch
Name:
THE APPLE LANE FOUNDATION INC 14101830
EIN:
06-1501640
US Government Securities - End of Year Book Value:

124,629
US Government Securities - End of Year Fair Market Value:

129,035
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
THE APPLE LANE FOUNDATION INC 14101830
EIN:
06-1501640
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
FRANKLIN K2 ALTERNATIVE STGIES FUND CL Z AT COST 821,286 827,557

TY 2023 OtherDecreasesSchedule
Name:
THE APPLE LANE FOUNDATION INC 14101830
EIN:
06-1501640
Description Amount
RETURN OF CAPITAL & COST BASIS ADJUSTMENTS 6,212


TY 2023 OtherExpensesSchedule
Name:
THE APPLE LANE FOUNDATION INC 14101830
EIN:
06-1501640
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 197 197   0


TY 2023 OtherIncreasesSchedule
Name:
THE APPLE LANE FOUNDATION INC 14101830
EIN:
06-1501640
Description Amount
MUTUAL FUNDS CASH ADJUSTMENT 418
CHECKS RETURNED AND NEW CHECKS ISSUED 4,350


TY 2023 OtherProfessionalFeesSchedule
Name:
THE APPLE LANE FOUNDATION INC 14101830
EIN:
06-1501640
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENTS MANAGEMENT FEES 61,085 45,814   15,271
ANNUAL FILING FEE 25 0   25


TY 2023 TaxesSchedule
Name:
THE APPLE LANE FOUNDATION INC 14101830
EIN:
06-1501640
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 3,040 3,040   0
FEDERAL TAX 753 0   0