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
MILDRED H MCEVOY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)100 FRONT STREET 5TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WORCESTER, MA01608
A Employer identification number

04-6069958
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$43,780,081J 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... 761,173 761,173  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 401,274
b Gross sales price for all assets on line 6a 1,256,190
7 Capital gain net income (from Part IV, line 2)... 401,274
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
10,000    
12 Total. Add lines 1 through 11........ 1,172,447 1,162,447  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 103,500 25,875   77,625
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
359,176 179,588   179,588
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
13,293 13,293    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
22,821      
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
9,748     9,748
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 508,538 218,756   266,961
25 Contributions, gifts, grants paid....... 1,577,137 1,577,137
26 Total expenses and disbursements. Add lines 24 and 25 2,085,675 218,756   1,844,098
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -913,228
b Net investment income (if negative, enter -0-) 943,691
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......... 498,570 440,258 440,258
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)....... 10,775,441 Click to see attachment
List of Attached Documents:
// Content
9,920,525 		43,159,774
c Investments—corporate bonds (attach schedule)....... 175,000 Click to see attachment
List of Attached Documents:
// Content
175,000 		180,049
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,449,011 10,535,783 43,780,081
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 11,449,011 10,535,783
29 Total net assets or fund balances (see instructions)..... 11,449,011 10,535,783
30 Total liabilities and net assets/fund balances (see instructions). 11,449,011 10,535,783
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
11,449,011
2
Enter amount from Part I, line 27a .....................
2
-913,228
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
10,535,783
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,535,783
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 CROWN CASTLE INC. P 2020-02-13 2023-07-05
b DISNEY P 2013-09-19 2023-11-10
c DISNEY P 2015-02-27 2023-11-10
d COCA COLA P 2009-05-14 2023-11-10
e PHILIP MORRIS P 2003-12-11 2023-11-10
(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 144,534   200,061 -55,527
b 395,221   297,270 97,951
c 131,740   157,302 -25,562
d 226,565   88,830 137,735
e 358,130   111,453 246,677
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       -55,527
b       97,951
c       -25,562
d       137,735
e       246,677
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 2 401,274
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 13,117
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 13,117
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 13,117
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 20,200
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 7,083
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow7,083 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowFLETCHER TILTON PC Telephone no.right arrow (508) 459-8000

Located atright arrow100 FRONT STREET 5TH FLOORWORCESTERMA ZIP+4right arrow016081779
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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
 
 
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
GEORGE H MCEVOY TRUSTEE
1.00 		18,000 0 0
11 ROADS END
BOOTHBAY HARBOR,ME04538
PAUL R ROSSLEY TRUSTEE
1.00 		18,000 0 0
45 SPRING STREET
SHREWSBURY,MA01545
SUMNER B TILTON JR TRUSTEE
1.00 		15,000 0 0
100 FRONT STREET 5TH FLOOR
WORCESTER,MA016081779
ELIZABETH HENDERSON TRUSTEE
1.00 		18,000 0 0
12205 PERENNIAL PLACE
BRADENTON,FL34211
KATELIN MCEVOY RICE TRUSTEE
1.00 		18,000 0 0
PO BOX 665
BOOTHBAY HARBOR,ME04538
SARAH HODGDON TRUSTEE
1.00 		9,000 0 0
24 ROADS END
BOOTHBAY HARBOR,ME04538
MICHAEL LAHTI TRUSTEE
1.00 		7,500 0 0
34 ANTHONY STREET
SOUTH DARTMOUTH,MA02748
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (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
FLETCHER TILTON PC TRUST & ACCT. 359,176
100 FRONT STREET 5TH FLOOR
WORCESTER,MA01608
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (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
41,897,642
b
Average of monthly cash balances.......................
1b
317,843
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
42,215,485
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
42,215,485
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
633,232
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
41,582,253
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,079,113
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,079,113
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
13,117
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,117
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,065,996
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
2,065,996
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,065,996
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
1,844,098
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,844,098
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 2,065,996
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 82,137
c From 2020...... 33,681
d From 2021......  
e From 2022...... 205,770
f Total of lines 3a through e ........ 321,588
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,844,098
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 1,844,098
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023. 221,898 221,898
(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 99,690
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		99,690
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 99,690
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SUMNER B TILTON JR
100 FRONT STREET 5TH FLOOR
WORCESTER,MA01608
(508) 459-8000
bThe form in which applications should be submitted and information and materials they should include:
PROPOSALS SHOULD BE IN LETTER FORM OUTLINING GOALS AND OBJECTIVES ALONG WITH A PROJECT PLAN AND BUDGET. INCLUDE EVIDENCE OF 501(C)(3) TAX EXEMPT STATUS.
cAny submission deadlines:
REQUESTS SHOULD BE RECEIVED PRIOR TO JUNE 1ST OF A GIVEN TAX YEAR.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE PROVIDED TO HEALTH, EDUCATIONAL, CULTURAL AND HUMAN SERVICE ORGANIZATIONS BASED IN BOOTHBAY, ME AND WORCESTER, MA.
Form 990-PF (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

ABBY KELLEY FOSTER HOUSE INC

52 HIGH STREET
WORCESTER,MA01609 		    CENTERAL PROJECT - RENOVATED 21-23 C 10,000

ALL SAINTS EPISCOPAL CHURCH

10 IRVING STREET
WORCESTER,MA01609 		    GENERAL SBTJ MATCH 1,000

BOOTHBAY HARBOR CEMETERY DISTRICT

57 SCHOOL STREET
BOOTHBAY HARBOR,ME04538 		    SUPPORT REHABILIATION OF INFASTRUCTU 10,000

BOOTHBAY HARBOR MEMORIAL LIBRARY AS

4 OAK ST
BOOTHBAY HARBOR,ME04538 		    LIBRARY RENOVATION 50,000

BOOTHBAY HARBOR MEMORIAL LIBRARY AS

4 OAK ST
BOOTHBAY HARBOR,ME04538 		    OPERATIONS 250

BOOTHBAY HARBOR POLICE DEPARTMENT

11 HOWARD STREET
BOOTHBAY HARBOR,ME04538 		    HOUE SIGNATURE PROGRAM 25,000

BOOTHBAY HARBOR TOWN OF

11 HOWARD STREET
BOOTHBAY HARBOR,ME04538 		    FOOTBRIDGE FUND - MAJOR 100 YEAT OVE 20,000

BOOTHBAY RAILWAY VILLAGE MUSEUM

586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		    DEFERRED MAINTENANCE 20,000

BOOTHBAY RAILWAY VILLAGE MUSEUM

586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		    OPERATIONS 360,000

BOOTHBAY RAILWAY VILLAGE MUSEUM

586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		    DEFERRED MAINTENAMCE 24,640

BOOTHBAY RAILWAY VILLAGE MUSEUM

586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		    MATCHING CHALLENGE GRANT 64,456

BOOTHBAY RAILWAY VILLAGE MUSEUM

586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		    GHB MATCH - GENERAL 6,000

BOOTHBAY RAILWAY VILLAGE MUSEUM

586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		    GHM MATCH - ENHANCEMENT FUND 3,000

BOOTHBAY RAILWAY VILLAGE MUSEUM

586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		    KATELIN MATCH - GENERAL 500

BOOTHBAY REGION AMBULANCE SERVICE

11 HOWARD STREET
BOOTHBAY,ME04538 		    CAPITAL CAMPAIGN 25,000

BOOTHBAY REGION AMBULANCE SERVICE

11 HOWARD STREET
BOOTHBAY,ME04538 		    KATELIN MATCH - GENERAL 250

BOOTHBAY REGION COMMUNITY RESOURCE

PO BOX 43
BOOTHBAY HARBOR,ME04538 		    40,000 OVER 2 YEARSCORE PROGRAMMING 20,000

BOOTHBAY REGION COMMUNITY RESOURCE

PO BOX 43
BOOTHBAY HARBOR,ME04538 		    THE COMMUNITY FRIDGE - 8,000SET FOR 14,000

BOOTHBAY REGION COMMUNITY RESOURCE

PO BOX 43
BOOTHBAY HARBOR,ME04538 		    KATELIN MTACH - GENERAL 250

BOOTHBAY REGION COMMUNITY RESOURCE

PO BOX 43
BOOTHBAY HARBOR,ME04538 		    SARAH HODGON MATCH - GENERAL 1,000

BOOTHBAY REGION DISTRICT NURSING AS

PO BOX 554
BOOTHBAY,ME04537 		    CORE NUSING PROGRAM 10,000

BOOTHBAY REGION DISTRICT NURSING AS

PO BOX 554
BOOTHBAY,ME04537 		    KATELIN MTATCH 100

BOOTHBAY REGION HEALTH CENTER

185 TOWNSEND AVE SUITE
BOOTHBAY HARBOR,ME04538 		    25,000 TOWARDS STAFF TRAINING AND R 25,000

BOOTHBAY REGION HISTORICAL SOCIETY

PO BOX 272
BOOTHBAY HARBOR,ME04538 		    KITCHEN FLOOR RENOVATION 5,000

BOOTHBAY REGION LAND TRUST INC

PO BOX 183
BOOTHBAY HARBOR,ME04538 		    KATELIN MATCH - GENERAL 300

BOOTHBAY REGION STUDENT AID FUND

PO BOX
BOOTHBAY HARBOR,ME04538 		    OVER 3 YEARSADMINISTRATIVE AND GENER 10,000

BOOTHBAY REGION STUDENT AID FUND

PO BOX
BOOTHBAY HARBOR,ME04538 		    GENERAL KATE - MATCHING 200

BOOTHBAY REGION YMCA

P O BOX 500
BOOTHBAY HARBOR,ME04538 		    GREATER IMPACT CAPITAL CAMPAIGN; MCE 40,000

BOOTHBAY REGION YMCA

P O BOX 500
BOOTHBAY HARBOR,ME04538 		    AQUATICS CENTER 10,000

BOOTHBAY REGION YMCA

P O BOX 500
BOOTHBAY HARBOR,ME04538 		    KATELIN MATCH - 200 ANNUAL FUND & 500

BOOTHBAY SEA AND SCIENCE CENTER

PO BOX 332
EAST BOOTHBAY,ME04544 		    EDUCATIONAL PROGRAM 25,000

BOOTHBAY SEA AND SCIENCE CENTER

PO BOX 332
EAST BOOTHBAY,ME04544 		    GENERAL KATE - MATCHING 250

BOOTHBAY TOWN OF FIRE DEPARTMENT

BOOTHBAY FIRE DEPARTMENTP
BOOTHBAY,ME04537 		    PORTABLE EXHAUST FAN REPLACEMENT 6,000

BOYS & GIRLS CLUB OF WORCESTER

65 BOYS AND GIRLS CLUB WY
WORCESTER,MA01610 		    OUTDOOR CLASSROOM 15,000

CAMP SUSAN CURTIS

1321 WASHINGTON AVE SUIT
PORTLAND,ME04103 		    CAMPERSHIP FINANCIAL ASSISTANCE 5,000

CASA PROJECT INC (THE)

100 GROVE STREET
WORCESTER,MA01605 		    CHILD COURT ADVOCACY PROGRAM 10,000

CENTRO INC

11 SYCAMORE STREET
WORCESTER,MA01608 		    AQUISITION OF 80 UNITS AFFORDABLE HO 20,000

CHILDREN'S ADOVCACY CENTER OF BC

970 MAIN STREET
WORCESTER,MA02724 		    M.LAHITI MATCH - GENERAL 25

CLARK UNIVERSITY

950 MAIN STREET
WORCESTER,MA01610 		    BECKER SCHOOL OF DESIGN & TECHNOLOGY 30,000

CLARK UNIVERSITY

950 MAIN STREET
WORCESTER,MA01610 		    OVER 5 YEARSPRESIDENTIAL DISCRETIONA 40,000

CLARK UNIVERSITY

950 MAIN STREET
WORCESTER,MA01610 		    GENERAL SBTJ MATCH 5,000

COASTAL MAINE BOTANICAL GARDENS IN

PO BOX 234
BOOTHBAY,ME04537 		    GUARDIANS OF THE SEEDS 20,000

COASTAL MAINE BOTANICAL GARDENS IN

PO BOX 234
BOOTHBAY,ME04537 		    KATELIN MATCH - GENERAL 250

COASTAL NEIGHBORS NETWORK

592 CHASE ROAD
DARTMOUTH,MA02747 		    M. LAHTI MATCH 500

COLLEGE GUILD

PO BOX 696
BRUNSWICK,ME04011 		    GENERAL OPERATING FOR EDUCATION PROG 5,000

THE COMMUNITY CENTER

PO BOX 335
BOOTHBAY HARBOR,ME04538 		    DURABLE MEDICAL EQUIPMENT 10,000

COMMUNITY HARVEST PROJECT INC

37 WHEELER ROAD
NORTH GRAFTON,MA01536 		    GENERAL OPERATIONS 5,000

CYSTIC FIBROSIS FOUNDATION MASSACH

220 N MAIN STREET 104
NATICK,MA01760 		    CORE PROGRAM 20,000

DEAN SNELL CANCER FOUNDATION

PO BOX 104
BRUNSWICK,ME04011 		    DID NOT SPECIFY AN AMOUNTCORE PROGRA 10,000

DELTA AMBULANCE

29 CHASE AVENUE
WATERVILLE,ME04901 		    PAYABLE OVER 2 YEARS PURCHASE 3 NEW 15,000

ECOTARIUM

222 HARRINGTON WAY
WORCESTER,MA01604 		    PHASE III CAPITAL CAMPAIGN - TRAVELL 10,000

ECOTARIUM

222 HARRINGTON WAY
WORCESTER,MA01604 		    SBTJ MATCHING - GENERAL 2,000

FRIENDS OF THE

PO BOX 110221
LAKEWOOD RANCH,FL34211 		    ELIZABETH HENDERSON MATCH - GENERAL 470

GRAND BANKS SCHOONER MUSEUM TRUST

586 WISCASSET ROAD P O
BOOTHBAY,ME04537 		    26,000 KEEPERS HOUSE ( RESTORATION 61,000

GRAND BANKS SCHOONER MUSEUM TRUST

586 WISCASSET ROAD P O
BOOTHBAY,ME04537 		    GHM MATCH - RAM ISLAND TRUST 1,000

GREATER WORCESTER COMMUNITY FOUNDAT

370 MAIN STREET SUITE 65
WORCESTER,MA01608 		    PAUL ROSSLEY MATCH - PAUL AND FAY RO 10,000

HABITAT FOR HUMANITY 7 RIVERS MAINE

126 MAIN STREET SUITE 1
TOPSHAM,ME04806 		    HOME REPAIRS AND MODIFICATIONS FOR H 10,000

HABITAT FOR HUMANITY METROWESTGREA

640 LINCOLN STREET SUITE
WORCESTER,MA01605 		    AFFORDABLE HOUSING PROJECT AT 521-52 10,000

HANOVER THEATRE AND CONSERVATORY FO

2 SOUTHBRIDGE STREET
WORCESTER,MA01608 		    THT REPERTORY THEATER - MATCHING GRA 20,000

JEREMIAH'S INN

PO BOX 30035
WORCESTER,MA01603 		    NUTRITION CENTER 5,000

LIFEFLIGHT FOUNDATION

LIFEFLIGHT OF MAINEPO BOX
UNION,ME04862 		    ACQUIRE THIRD AIRCRAFTPAYABLE OVER 5 50,000

LIFEFLIGHT FOUNDATION

LIFEFLIGHT OF MAINEPO BOX
UNION,ME04862 		    OPERATING EXPENSE - FUNDRAISING EVEN 1,206

LIFEFLIGHT FOUNDATION

LIFEFLIGHT OF MAINEPO BOX
UNION,ME04862 		    GENERAL KATE - MATCHING 250

LINCOLN COUNTY DENTAL INC

748 MAIN STREET
DAMARISCOTTA,ME04543 		    KATE - SANTA CLAUSCHILDREN'S ORAL HE 6,000

LINCOLN COUNTY DENTAL INC

748 MAIN STREET
DAMARISCOTTA,ME04543 		    PAYABLE OVER 2 YEARSCORE PROGRAM 20,000

MAIN SOUTH COMMUNITY DEVELOPMENT CO

875 MAIN STREET
WORCESTER,MA01610 		    CORE PROGRAMMING QUALIFIES FOR 50% C 15,000

MAINE FARMLAND TRUST

97 MAIN STREET
BELFAST,ME04915 		    FARMLINK PROGRAM 10,000

MAINE MEDICAL CENTER

22 BRAMHALL ST
PORTLAND,ME04102 		    THE MCEVOY FUND FOR CARDIOVASCULAR I 20,000

MAINE PRESERVATION

PO BOX 488
YARMOUTH,ME04096 		    EXPAND CONSULTATION AND PROJECT PLAN 10,000

MAINE PUBLIC BROADCASTING CORPORATI

1450 LISBON STREET
LEWISTON,ME04240 		    NEW HEADQUARTERSPAYABLE OVER 5 YRS 40,000

MAINE CLIMATE ACTION NOW FISCAL AGE

7 PINE STREET
BAR HARBOR,ME04609 		    COMMUNITY BUILDING - OPERATIONS 2,000

MECHANICS HALL

321 MAIN STREET
WORCESTER,MA01608 		    CAPITAL PROJECT - LIGHTING AND SOUND 10,000

MOOSEHEAD MARINE MUSEUM INC

PO BOX 1151
GREENVILLE,ME04441 		    KATAHDIN - DECK REPLACEMENT CAPITAL 15,000

MUSIC WORCESTER INC

319 MAIN STREET
WORCESTER,MA01608 		    CAPITAL AND TECHNOLOGY NEEDSPAYABLE 10,000

NEW BEDFORD LIGHT

127 WEST RODNEY FRENCH BL
NEW BEDFORD,MA02744 		    M.LAHTI MATCH - GENERAL 40

NEW ENGLAND BOTANIC GARDEN AT TOWER

11 FRENCH DRIVE PO BOX 59
BOYLSTON,MA01505 		    SBTJ MATCH - GENERAL 500

OPERA HOUSE AT BOOTHBAY HARBOR (THE

58 SCHOOL STREET
BOOTHBAY HARBOR,ME04538 		    RUM RAGGED 700

PINE TREE SOCIETY

149 FRONT ST
BATH,ME04530 		    OPEN DOOR POLICY CAMPERSHIP FUND 10,000

POMFRET SCHOOL

398 POMFRET STREET
POMFET,CT06258 		    SCHOLARSHIP FUND - 100,000 PAYABLE 20,000

PRIDE PRODUATIONS INC

210 PARK AVE 282
WORCESTER,MA01609 		    AMG BROADCAST PROGRAM 10,000

QUODDYTIDES FOUNDATION

43 WATER STREET
EASTPORT,ME04631 		    PURCHASE AND INSTALLATION REPLICA WI 10,000

RACHEL'S TABLE

633 SALISBURY STREET
WORCESTER,MA01609 		    CHILDREN'S MILK FUND 10,000

REGIONAL ENVIROMENTAL COUNCIL (REC)

PO BOX 255
WORCESTER,MA01613 		    PAYABLE OVER 3 YEARSNEW CENTER FOR U 20,000

ROCKY COAST GROUP HOME

269 TOWNSEND AVENUE
BOOTHBAY HARBOR,ME04538 		    GLIDER SWING AND GAS GRILL 2,000

HISTORIC NEW ENGLAND

AKA SOCIETY FOR THE PRESE
HAVERHILL,MA01832 		    NICKELS SORTWELL HOUSE RESTORATION - 25,000

THOMAS COLLEGE

180 WEST RIVER ROAD
WATERVILLE,ME04901 		    2020-2024 SCHOLARSHIP - NON CRIMINAL 5,000

THOMAS COLLEGE

180 WEST RIVER ROAD
WATERVILLE,ME04901 		    2021-2025 SCHOLARSHIP - FORENSIC PHS 6,000

THOMAS COLLEGE

180 WEST RIVER ROAD
WATERVILLE,ME04901 		    2022-2026 SCHOLARSHIP - WAS ORIGINAL 11,000

THOMAS COLLEGE

180 WEST RIVER ROAD
WATERVILLE,ME04901 		    2023 - 2027 STUDENT FROM BOOTHBAY - 6,000

UMASS MEMORIAL HEALTH - COMMUNITY H

72 JAQUES AVE
WORCESTER,MA01610 		    MOTIVATING YOUTH RECOVERYPAYABLE OVE 20,000

UNITED STATES LIGHTHOUSE SOCIETY I

9005 POINT NO POINT RD N
HANSVILLE,WA98340 		    USA STARS & LIGHTS PROJECT 20,000

THE WALDO

PO BOX 587
WALDOBORO,ME04572 		    IN-SCHOOL THEATER EDUCATION PROGRAM 2,000

WORCESTER ART MUSEUM

55 SALISBURY STREET
WORCESTER,MA01609 		    CENTENNIAL CAMPAIGN 40,000

WORCESTER ART MUSEUM

55 SALISBURY STREET
WORCESTER,MA01609 		    GENERAL SBTJ MATCH 1,000

WORCESTER REGIONAL RESEARCH BUREAU

100 FRONT STREET 19TH FL
WORCESTER,MA01608 		    CORE PROGRAM 5,000

WORCESTER YOUTH CENTER

326 CHANDLER STREET PO
WORCESTER,MA01602 		    CORE PROGRAM 5,000

YMCA OF CENTRAL MASSACHUSETTS

766 MAIN STREET
WORCESTER,MA01610 		    MODERNIZE CENTRAL COMMUNITY AND GREE 10,000

YMCA OF CENTRAL MASSACHUSETTS

766 MAIN STREET
WORCESTER,MA01610 		    GENERAL SBTJ MATCH 500
Total .................................right arrow 3a 1,577,137
bApproved for future payment

BOOTHBAY HARBOR MEMORIAL LIBRARY AS
4 OAK ST
BOOTHBAY HARBOR,ME04538 		    LIBRARY RENOVATION 150,000

BOOTHBAY HARBOR WATERFRONT PRESERVA
PO BOX 55
BOOTHBAY HARBOR,ME04538 		    TENATIVE GRANT 500,000

BOOTHBAY RAILWAY VILLAGE MUSEUM
586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		    ARCHIVAL BUILDING - MATCHING GRANT 125,000

BOOTHBAY RAILWAY VILLAGE MUSEUM
586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		    DEFERRED MAINTENANCE 33,695

BOOTHBAY RAILWAY VILLAGE MUSEUM
586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		    BETTERMENT FUND 15,000

BOOTHBAY RAILWAY VILLAGE MUSEUM
586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		    DEFERRED MAINTENANCE 25,360

BOOTHBAY RAILWAY VILLAGE MUSEUM
586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		    OPERATIONS 370,000

BOOTHBAY RAILWAY VILLAGE MUSEUM
586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		    DEFERRED MAINTENANCE 30,000

BOOTHBAY RAILWAY VILLAGE MUSEUM
586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		    MATCHING CHALLENGE GRANT 50,000

BOOTHBAY RAILWAY VILLAGE MUSEUM
586 WISCASSET ROAD PO
BOOTHBAY,ME04537 		    2024 BETTERMENT FUND 15,000

BOOTHBAY REGION DISTRICT NURSING AS
PO BOX 554
BOOTHBAY,ME04537 		    CORE NUSING PROGRAM 10,000

BOOTHBAY REGION YMCA
P O BOX 500
BOOTHBAY HARBOR,ME04538 		    GREATER IMPACT CAPITAL CAMPAIGN; MCE 40,000

CLARK UNIVERSITY
950 MAIN STREET
WORCESTER,MA01610 		    OVER 5 YEARSPRESIDENTIAL DISCRETIONA 80,000

DELTA AMBULANCE
29 CHASE AVENUE
WATERVILLE,ME04901 		    PAYABLE OVER 2 YEARS PURCHASE 3 NEW 15,000

ECOTARIUM
222 HARRINGTON WAY
WORCESTER,MA01604 		    PHASE III CAPITAL CAMPAIGN - TRAVELL 40,000

HANOVER THEATRE AND CONSERVATORY FO
2 SOUTHBRIDGE STREET
WORCESTER,MA01608 		    THT REPERTORY THEATER - MATCHING GRA 80,000

LIFEFLIGHT FOUNDATION
LIFEFLIGHT OF MAINEPO BOX
UNION,ME04862 		    ACQUIRE THIRD AIRCRAFTPAYABLE OVER 5 100,000

LINCOLN COUNTY DENTAL INC
748 MAIN STREET
DAMARISCOTTA,ME04543 		    PAYABLE OVER 2 YEARSCORE PROGRAM 20,000

MAINE MEDICAL CENTER
22 BRAMHALL ST
PORTLAND,ME04102 		    THE MCEVOY FUND FOR CARDIOVASCULAR I 80,000

MAINE PUBLIC BROADCASTING CORPORATI
1450 LISBON STREET
LEWISTON,ME04240 		    NEW HEADQUARTERSPAYABLE OVER 5 YRS 80,000

MECHANICS HALL
321 MAIN STREET
WORCESTER,MA01608 		    CAPITAL PROJECT - LIGHTING AND SOUND 40,000

MOOSEHEAD MARINE MUSEUM INC
PO BOX 1151
GREENVILLE,ME04441 		    KATAHDIN - DECK REPLACEMENT CAPITAL 15,000

MUSIC WORCESTER INC
319 MAIN STREET
WORCESTER,MA01608 		    CAPITAL AND TECHNOLOGY NEEDSPAYABLE 30,000

PINE TREE SOCIETY
149 FRONT ST
BATH,ME04530 		    OPEN DOOR POLICY CAMPERSHIP FUND 10,000

POMFRET SCHOOL
398 POMFRET STREET
POMFRET,CT06258 		    SCHOLARSHIP FUND - 100,000 PAYABLE 40,000

REGIONAL ENVIROMENTAL COUNCIL (REC)
PO BOX 255
WORCESTER,MA01613 		    PAYABLE OVER 3 YEARSNEW CENTER FOR U 40,000

HISTORIC NEW ENGLAND
AKA SOCIETY FOR THE PRESE
HAVERHILL,MA01832 		    NICKELS SORTWELL HOUSE RESTORATION - 25,000

THOMAS COLLEGE
180 WEST RIVER ROAD
WATERVILLE,ME04901 		    2021-2025 SCHOLARSHIP - FORENSIC PHS 6,000

THOMAS COLLEGE
180 WEST RIVER ROAD
WATERVILLE,ME04901 		    2022-2026 SCHOLARSHIP - WAS ORIGINAL 10,000

THOMAS COLLEGE
180 WEST RIVER ROAD
WATERVILLE,ME04901 		    2023 - 2027 STUDENT FROM BOOTHBAY - 18,000

UMASS MEMORIAL HEALTH - COMMUNITY H
72 JAQUES AVE
WORCESTER,MA01610 		    MOTIVATING YOUTH RECOVERYPAYABLE OVE 40,000

WILLARD HOUSE AND CLOCK MUSEUM INC
11 WILLARD STREET
NORTH GRAFTON,MA01536 		    PAYABLE OVER 5 YEARSCAPITAL CAMPAIGN 500,000

YMCA OF CENTRAL MASSACHUSETTS
766 MAIN STREET
WORCESTER,MA01610 		    MODERNIZE CENTRAL COMMUNITY AND GREE 40,000
Total ................................. right arrow 3b 2,673,055
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 ....     14 761,173  
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 ............ 		    18 401,274  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMA REFUND 		        10,000
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,162,447 10,000
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,172,447
(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:
MILDRED H MCEVOY FOUNDATION
EIN:
04-6069958
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TRUST & ACCOUNTING FEES 356,676 178,338   178,338
TAX PREPARATION FEES 2,500 1,250   1,250

TY 2023 InvestmentsCorpBondsSchedule
Name:
MILDRED H MCEVOY FOUNDATION
EIN:
04-6069958
Name of Bond End of Year Book Value End of Year Fair Market Value
NIXON PEABODY CORPORATE BONDS 175,000 180,049

TY 2023 InvestmentsCorpStockSchedule
Name:
MILDRED H MCEVOY FOUNDATION
EIN:
04-6069958
Name of Stock End of Year Book Value End of Year Fair Market Value
NIXON PEABODY EQUITIES 9,920,525 43,159,774

TY 2023 OtherExpensesSchedule
Name:
MILDRED H MCEVOY FOUNDATION
EIN:
04-6069958
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
BLACKBAUD FOUNDATION SOFTWARE 1,237     1,237
COMMONWEALTH OF MA PC 250     250
TRUSTEE MEETING EXPENSES 8,261     8,261


TY 2023 OtherIncomeSchedule2
Name:
MILDRED H MCEVOY FOUNDATION
EIN:
04-6069958
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MA REFUND 10,000    


TY 2023 OtherProfessionalFeesSchedule
Name:
MILDRED H MCEVOY FOUNDATION
EIN:
04-6069958
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAL FEES 13,293 13,293    


TY 2023 TaxesSchedule
Name:
MILDRED H MCEVOY FOUNDATION
EIN:
04-6069958
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BALANCE DUE 2,621      
FEDERAL TAX PAYMENT 20,200