Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 06-01-2022 , and ending 05-31-2023
Name of foundation
BUSHROD H CAMPBELL & ADAH F HALL
CHARITY FUND
Number and street (or P.O. box number if mail is not delivered to street address)HEMENWAY BARNES LLP PO BOX 96120
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA021961209
A Employer identification number

04-6013598
B Telephone number (see instructions)

(617) 227-7940
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$28,454,885J 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... 446,684 446,663  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
486,276
b Gross sales price for all assets on line 6a 4,666,724
7 Capital gain net income (from Part IV, line 2)... 485,498
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
5,961 2,849  
12 Total. Add lines 1 through 11........ 938,921 935,010  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 104,450 99,227   5,223
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
96,906 0   96,906
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,656 3,828   3,828
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
72,121 65,466   6,655
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
41,335 12,825   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
11,010 10,770   125
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 333,478 192,116   112,737
25 Contributions, gifts, grants paid....... 1,453,067 1,453,067
26 Total expenses and disbursements. Add lines 24 and 25 1,786,545 192,116   1,565,804
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -847,624
b Net investment income (if negative, enter -0-) 742,894
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,023,075 1,630,063 1,630,063
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)....... 9,129,952 Click to see attachment
List of Attached Documents:
// Content
7,430,562 		20,203,170
c Investments—corporate bonds (attach schedule)....... 4,437,152 Click to see attachment
List of Attached Documents:
// Content
5,706,737 		5,631,153
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).......... 510,650 Click to see attachment
List of Attached Documents:
// Content
501,716 		990,499
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) 16,100,829 15,269,078 28,454,885
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........ 15,512,968 15,528,841
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 587,861 -259,763
29 Total net assets or fund balances (see instructions)..... 16,100,829 15,269,078
30 Total liabilities and net assets/fund balances (see instructions). 16,100,829 15,269,078
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
16,100,829
2
Enter amount from Part I, line 27a .....................
2
-847,624
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
15,873
4
Add lines 1, 2, and 3 ..........................
4
15,269,078
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,269,078
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PARK STREET CAPITAL PRIVATE EQUITY FUND XI P    
b PARK STREET CAPITAL PRIVATE EQUITY FUND XI P    
c PARK STREET CAPITAL PRIVATE EQUITY FUND XI - SECTION 1231 P    
d WINDSAIL CREDIT QP FUND P    
e WINDSAIL CREDIT QP FUND P    
HEMENWAY & BARNES LP P    
HEMENWAY & BARNES LP P    
(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 1,297     1,297
b 33,152     33,152
c 2,524     2,524
d 13     13
e 18,239     18,239
601,923   681,484 -79,561
4,008,780   3,498,946 509,834
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       1,297
b       33,152
c       2,524
d       13
e       18,239
      -79,561
      509,834
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 2 485,498
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 10,326
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 10,326
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 10,326
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 33,887
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 33,887
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 23,561
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow23,561 Refundedright arrow 11 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowNANCY B GARDINER Telephone no.right arrow (617) 557-9767

Located atright arrowHEMENWAY BARNES LLP 75 STATE STBOSTONMA ZIP+4right arrow021091466
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022? .............
1d
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2022.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
NANCY B GARDINER TRUSTEE
2.50 		49,100 0 0
HEMENWAY BARNES LLP 75 STATE ST
BOSTON,MA02109
ARTHUR B PAGE TRUSTEE
2.50 		49,100 0 0
HEMENWAY BARNES LLP 75 STATE ST
BOSTON,MA02109
GEORGE P BEAL TRUSTEE
1.00 		6,250 0 0
BOSTON FAMILY OFFICE LLC 88 BROAD
ST
BOSTON,MA02110
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 (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
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 (2022)
Form 990-PF (2022)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
26,986,942
b
Average of monthly cash balances.......................
1b
1,518,210
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
28,505,152
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
28,505,152
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
427,577
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
28,077,575
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,403,879
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,403,879
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
10,326
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
230
c
Add lines 2a and 2b............................
2c
10,556
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,393,323
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,393,323
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,393,323
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
1,565,804
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
1,565,804
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 1,393,323
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 1,552,858
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 1,565,804
a Applied to 2021, but not more than line 2a 1,552,858
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 2022 distributable amount..... 12,946
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		1,380,377
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2022, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or 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 (2022)
Form 990-PF (2022)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ABOUT FRESH INC

69 SHIRLEY ST STE 3
BOSTON,MA02119 		    GENERAL OPERATING SUPPORT 5,000

ACTION FOR BOSTON COMMUNITY DEVELOPMENT

1 MICHELANGELO STREET
BOSTON,MA02113 		    ELDER SERVICES 10,000

ADOLESCENT CONSULTATION SERVICES

189 CAMBRIDGE STREET
CAMBRIDGE,MA02141 		    DIRECT MENTAL HEALTH SERVICES FOR COURT-INVOLVED CHILDREN AND THEIR FAMILIES 7,500

ALLSTON BRIGHTON CDC

18R SHEPARD STREET UNIT 100
BRIGHTON,MA02135 		    BRIGHTON FUTURE FORWARD 5,000

AMERICAN RED CROSS OF GREATER BOSTON

101 STATION LANDING SUITE 510
MEDFORD,MA02155 		    BOSTON FOOD PANTRY & NUTRITION PROGRAM 10,000

ARTISTS FOR HUMANITY

100 WEST 2ND STREET
BOSTON,MA02127 		    ARTISTS FOR HUMANITY'S YOUTH ARTS ENTERPRISE 10,000

BACK ON MY FEET

100 S BROAD ST UNIT 22463
PHILADELPHIA,PA19102 		    GENERAL OPERATING SUPPORT 5,000

BAY COVE HUMAN SERVICES INC

66 CANAL STREET
BOSTON,MA02114 		    CARDINAL MEDEIROS CENTER DAY SHELTER 10,000

BIG SISTER ASSOCIATION OF GREATER BOSTON INC

20 PARK PLAZA SUITE 1420
BOSTON,MA02116 		    GENERAL OPERATING SUPPORT FOR MATCHES 8,000

BOSTON CASA INC

85 MERRIMAC STREET SUITE 401
BOSTON,MA02114 		    THE DATA INITIATIVE 10,000

BOSTON CHINATOWN NEIGHBORHOOD CENTER INC

38 ASH STREET
BOSTON,MA02111 		    THE COLLEGE ACCESS PROGRAM 10,000

BOSTON DEBATE LEAGUE

1542 TREMONT STREET
BOSTON,MA02120 		    GENERAL OPERATING SUPPORT 10,000

BOSTON HOME INC

2049 DORCHESTER AVENUE
BOSTON,MA02124 		    WHEELCHAIR ENHANCEMENT CENTER 10,000

BOSTON MEDICAL CENTER

ONE MEDICAL CENTER PLACE
BOSTON,MA02118 		    ELDERS LIVING AT HOME PROGRAM 18,000

BOSTON PARTNERS IN EDUCATION

192 SOUTH STREET SUITE 600
BOSTON,MA02111 		    2021-2022 INTERGENERATIONAL VOLUNTEER RECRUITMENT, SUPPORT, AND RETENTION INITIATIVE 10,000

BOSTON'S HIGHER GROUND

384 WARREN STREET
ROXBURY,MA02119 		    GENERAL OPERATING SUPPORT 15,000

BOYS AND GIRLS CLUBS OF DORCHESTER INC

1135 DORCHESTER AVENUE
DORCHESTER,MA02125 		    EDUCATION PROGRAMS 15,500

BREAKTHROUGH GREATER BOSTON

PO BOX 381486
CAMBRIDGE,MA02238 		    THE MIDDLE SCHOOL SUMMER PROGRAM 8,000

BREAKTIME CAFE INC

170 PORTLAND STREET
BOSTON,MA02114 		    CREATING MORE EQUITABLE PIPELINES TO POST-SECONDARY EDUCATION 5,000

BRIDGE OVER TROUBLED WATERS

47 WEST STREET
BOSTON,MA02111 		    THE SINGLE PARENT HOUSE 10,000

BROOKVIEW HOUSE INC

2 BROOKVIEW STREET
DORCHESTER,MA02124 		    SCHOOL-AGE YOUTH DEVELOPMENT 8,000

CAMBRIDGE SCHOOL VOLUNTEERS INC

459 BROADWAY
CAMBRIDGE,MA02138 		    THE INTERGENERATIONAL MATH PROGRAM 10,000

CARITAS COMMUNITIES INC

25 BRAINTREE HILL PARK SUITE 206
BRAINTREE,MA02184 		    RESIDENT SUPPORT SERVICES PROGRAM 10,000

CARROLL CENTER FOR THE BLIND INC

770 CENTRE STREET
NEWTON,MA02458 		    VISION SERVICES FOR THE BLIND AND VISUALLY IMPAIRED 7,500

CASA MYRNA

451 BLUE HILL AVE
BOSTON,MA02121 		    GENERAL OPERATING SUPPORT 10,000

CATHEDRAL HIGH SCHOOL INC

74 UNION PARK STREET
BOSTON,MA02118 		    CATHEDRAL'S ACADEMICS 10,000

CHICA PROJECT

1266 FURNACE BROOK PKWY SUITE 410
QUINCY,MA02169 		    GENERAL OPERATING SUPPORT 10,000

CLARKE SCHOOL FOR THE DEAF

45 ROUND HILL RD
NORTHAMPTON,MA01060 		    GENERAL OPERATING SUPPORT 8,000

CODMAN ACADEMY FOUNDATION

637 WASHINGTON STREET
DORCHESTER,MA02124 		    GENERAL OPERATING SUPPORT 10,000

CODMAN SQUARE NEIGHBORHOOD DEVELOPMENT CORPORATION

587 WASHINGTON STREET
DORCHESTER,MA02124 		    GENERAL OPERATING SUPPORT 5,000

COMMUNITY ACTION AGENCY OF SOMERVILLE INC

66-70 UNION SQUARE
SOMERVILLE,MA02143 		    GENERAL OPERATING SUPPORT 5,000

COMMUNITY ROWING INC

20 NONANTUM ROAD
BRIGHTON,MA02135 		    LET'S ROW BOSTON 5,000

COMMUNITY SERVINGS INC

179 AMORY STREET
JAMAICA PLAIN,MA02130 		    MEDICALLY TAILORED NUTRITION PROGRAM 10,000

CRISPUS ATTUCKS CHILDREN'S CENTER

105 CRAWFORD STREET
DORCHESTER,MA02121 		    GENERAL OPERATING SUPPORT 5,000

CRISPUS ATTUCKS CHILDRENS CENTER INC

105 CRAWFORD STREET
DORCHESTER,MA021211101 		    GENERAL OPERATING SUPPORT 5,000

DISCOVERING JUSTICE

1 COURTHOUSE WAY SUITE 1400
BOSTON,MA02110 		    THE GREATER BOSTON DISCOVERING JUSTICE PROJECT 10,000

ECONOMIC MOBILITY PATHWAYS INC

308 CONGRESS STREET 5TH FLOOR
BOSTON,MA02210 		    OPERATING SUPPORT FOR MOBILITY MENTORING SERVICES 5,000

ELEVATE YOUTH INC

4 TANNERY BROOK ROW APT 13
SOMERVILLE,MA021442758 		    GENERAL OPERATING SUPPORT 5,000

ELLIS MEMORIAL AND ELDREDGE HOUSE INC

58 BERKELEY STREET
BOSTON,MA02116 		    EARLY CHILDHOOD EDUCATION 7,500

EMERGE

15 COURT SQUARE
BOSTON,MA02108 		    GENERAL OPERATING SUPPORT 5,000

EMMANUEL GOSPEL CENTER

44 MOULTRIE STREET
DORCHESTER,MA02124 		    INTERCULTURAL MINISTRIES 5,000

ENROOT INC

99 BISHOP ALLEN DRIVE
CAMBRIDGE,MA02139 		    ENROOT EXPLORE, LEADERSHIP, EMERGE, AND COLLEGE SUCCESS PROGRAMMING 8,000

EPIPHANY SCHOOL INC

154 CENTRE STREET
DORCHESTER,MA02124 		    GENERAL OPERATIONS 10,000

FAMILIES FIRST

50 HUNT STREET SUITE 320
WATERTOWN,MA02472 		    POWER OF PARENTING AND PARENT LEADERSHIP PROGRAMMING 5,000

FAMILY AND CHILDRENS SERVICE

2400 CLIFTON AVE
NASHVILLE,TN372094117 		    GENERAL OPERATING SUPPORT 5,000

FAMILY NURTURING CENTER OF MASSACHUSETTS INC

85 DRAPER STREET 2
BOSTON,MA02122 		    GENERAL OPERATING SUPPORT 10,000

FAMILYAID BOSTON

3815 WASHINGTON STREET
BOSTON,MA02130 		    THE FAMILY HOMELESSNESS PREVENTION PROGRAM 10,000

FATHER BILL'S & MAINSPRING

422 WASHINGTON STREET
QUINCY,MA02169 		    TRIAGE PROJECT 10,000

FOOD DRIVE INC

25 SARGENT ST
MELROSE,MA021761931 		    GENERAL OPERATING SUPPORT 5,000

FOOD FOR FREE COMMITTEE INC

11 INMAN STREET
CAMBRIDGE,MA02139 		    THE HEALTHY EATS HOME DELIVERY PROGRAM 7,500

FRANCISCAN HOSPITAL FOR CHILDREN INC

30 WARREN STREET
BRIGHTON,MA02135 		    CHILDREN'S WELLNESS INITIATIVE 10,000

FREEDOM HOUSE INC

5 CRAWFORD STREET
DORCHESTER,MA02121 		    THE PUSH PROGRAM 10,000

FRIENDS OF 2LIFE COMMUNITIES INC

30 WALLINGFORD ROAD
BRIGHTON,MA02135 		    CARINGCHOICES 5,000

FRIENDS OF ST STEPHEN'S YOUTH PROGRAMS

419 SHAWMUT AVENUE
BOSTON,MA02118 		    B-READY AFTERSCHOOL PROGRAM 10,000

FRIENDS OF THE CHILDREN-BOSTON

184 DUDLEY STREET SUITE 100
ROXBURY,MA02119 		    GENERAL OPERATING SUPPORT 7,000

FRIENDSHIPWORKS INC

105 CHAUNCY STREET SUITE 801
BOSTON,MA02111 		    OPERATING SUPPORT 10,000

GIRLS INCORPORATED OF LYNN

50 HIGH STREET
LYNN,MA01902 		    TEEN PROGRAM 7,500

GREATER BOSTON LEGAL SERVICES

197 FRIEND STREET
BOSTON,MA02114 		    LEGAL ADVOCACY PROJECT FOR ELDERS 12,500

GREENROOTS INC

90 EVERETT AVE 3RD FLOOR SUITE 10
CHELSEA,MA021502317 		    GENERAL OPERATING SUPPORT 5,000

HALEY HOUSE INC

23 DARTMOUTH STREET
BOSTON,MA02116 		    ELDER MEAL AND FOOD PANTRY 8,000

HARLEM LACROSSE AND LEADERSHIP CENTER

9 PEACEVALE ROAD
BOSTON,MA02124 		    GENERAL OPERATING SUPPORT 7,500

HEADING HOME INC

186 MASSACHUSETTS AVENUE
BOSTON,MA02115 		    GENERAL OPERATING SUPPORT 10,000

HEALTH CARE WITHOUT WALLS

148 LINDEN STREET SUITE 208
WELLESLEY,MA02482 		    COMPASSIONATE CARE FOR AGING HOMELESS WOMEN 5,000

HEALTH RESOURCES IN ACTION INC

2 BOYLSTON ST STE 4
BOSTON,MA021164737 		    GENERAL OPERATING SUPPORT 111,667

HEALTHY WALTHAM

510 MOODY STREET
WALTHAM,MA02453 		    HEALTHY WALTHAM FOOD PANTRY 8,000

HEARTH INC

1640 WASHINGTON STREET
BOSTON,MA02118 		    OUTREACH PROGRAM 10,000

HESPERIAN HEALTH GUIDES

2860 TELEGRAPH AVENUE
OAKLAND,CA94609 		    GLOBAL REPRODUCTIVE HEALTH AND RIGHTS 10,000

HOMESTART INC

5133 FIERY SKY RIDGE ST
LAS VEGAS,NV891481844 		    GENERAL OPERATING SUPPORT 10,000

HOPE FOUNDATION FOR WOMEN AND CHILDREN

16401 NW 2ND AVE SUITE 202
MIAMI,FL33169 		    GENERAL OPERATING SUPPORT 10,000

HORIZONS FOR HOMELESS CHILDREN INC

1785 COLUMBUS AVE
ROXBURY,MA021191041 		    GENERAL OPERATING SUPPORT 10,000

HYDE SQUARE TASK FORCE

PO BOX 301871
JAMAICA PLAIN,MA02130 		    THE JVENES EN ACCIN/YOUTH IN ACTION PROGRAM 5,000

IMMIGRANT LEARNING CENTER INC

442 MAIN STREET
MALDEN,MA02148 		    ENGLISH FOR SPEAKERS OF OTHER LANGUAGES PROGRAM 10,000

INNERCITY WEIGHTLIFTING

PO BOX 171313
BOSTON,MA02117 		    GENERAL OPERATING SUPPORT 5,000

INQUILINOS BORICUAS EN ACCION INC

2 SAN JUAN STREET
BOSTON,MA02118 		    RESIDENT SERVICES PROGRAM 10,000

INTERFAITH SOCIAL SERVICES INC

105 ADAMS ST
QUINCY,MA021692004 		    GENERAL OPERATING SUPPORT 10,000

INTERNATIONAL INSTITUTE OF NEW ENGLAND INC

2 BOYLSTON STREET 3RD FLOOR
BOSTON,MA02116 		    TRAUMA VICTIM ASSISTANCE 8,000

JEWISH FAMILY AND CHILDREN'S SERVICE

1430 MAIN STREET
WALTHAM,MA02451 		    FAMILY TABLE 10,000

LITERATIONS

1 FEDERAL STREET 5TH FLOOR
BOSTON,MA02110 		    THE ACTIVATION PROGRAM 7,000

LITTLE BROTHERS FRIENDS OF THE ELDERLY - BOSTON INC

2 PARK PLAZA STE 400
BOSTON,MA021163935 		    GENERAL OPERATING SUPPORT 10,000

LOVIN' SPOONFULS INC

189 WELLS AVENUE SUITE 100
NEWTON,MA02459 		    FOOD RESCUE AND HUNGER RELIEF EFFORTS IN GREATER BOSTON 5,000

MAB COMMUNITY SERVICES INC

200 IVY STREET
BROOKLINE,MA024463907 		    GREATER BOSTON HEALTHY LIVING INITIATIVE FOR OLDER ADULTS WITH BLINDNESS OR LOW VISION 7,500

MADISON PARK DEVELOPMENT CORPORATION

184 DUDLEY STREET SUITE 200
ROXBURY,MA02119 		    SOHEIL TURNER YOUTH LEADERSHIP INSTITUTE- 2020-21 SCHOOL YEAR AND SUMMER YOUTH EMPLOYMENT PROGRAMS. 5,000

MASSACHUSETTS ALLIANCE OF PORTUGUESE SPEAKERS INC

1046 CAMBRIDGE ST
CAMBRIDGE,MA021391407 		    GENERAL OPERATING SUPPORT 10,000

MASSACHUSETTS COALITION FOR THE HOMELESS INC

73 BUFFUM STREET
LYNN,MA01902 		    THE CASA PROJECT 9,000

MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN

125 HARTWELL AVENUE
LEXINGTON,MA02421 		    KINNECTIONS PROGRAM 7,000

MAVERICK LANDING COMMUNITY SERVICES

31 LIVERPOOL STREET
EAST BOSTON,MA02128 		    GENERAL OPERATING SUPPORT 5,000

METROPOLITAN BOSTON HOUSING PARTNERSHIP INC

1411 TREMONT STREET
BOSTON,MA021203401 		    SPECIALIZED INTENSIVE PROGRAMS AND SERVICES (SIPS) 5,000

MISSION OF DEEDS INC

6 CHAPIN AVENUE
READING,MA01867 		    GENERAL OPERATING SUPPORT 7,500

MORE THAN WORDS

56 FELTON STREET
WALTHAM,MA02453 		    GENERAL OPERATING SUPPORT 10,000

MOUNT PLEASANT HOME INC

301 SOUTH HUNTINGTON AVENUE
BOSTON,MA02130 		    ASSURING THE HEALTH AND WELLBEING OF VULNERABLE ELDERS AT MOUNT PLEASANT HOME 5,000

MUJERES UNIDAS AVANZANDO

54 CLAYTON STREET
DORCHESTER,MA02122 		    GENERAL OPERATING SUPPORT 10,000

NATIVITY PREP BOSTON

39 LAMARTINE STREET
JAMAICA PLAIN,MA02130 		    GENERAL OPERATING SUPPORT 10,000

NEIGHBORHOOD OF AFFORDABLE HOUSING INC

143 BORDER STREET
EAST BOSTON,MA02128 		    SENIOR REPAIR SERVICES 20,000

NEIGHBORHOOD VILLAGES INC

64 SIGOURNEY ST
JAMAICA PLAIN,MA021302937 		    GENERAL OPERATING SUPPORT 10,000

NEWTON COMMUNITY SERVICE CENTERS INC

492 WALTHAM STREET
WEST NEWTON,MA024650000 		    GENERAL OPERATING SUPPORT 5,000

ON THE RISE INC

341 BROADWAY
CAMBRIDGE,MA02139 		    SAFE HAVEN AND KEEP THE KEYS PROGRAMS 7,500

OPERATION ABLE OF GREATER BOSTON INC

174 PORTLAND STREET 5TH FLOOR
BOSTON,MA02114 		    THE SKILLS2WORK PROGRAM 10,000

PARENTS HELPING PARENTS THE ROUNDTABLE OF SUPPORT INC

108 WATER STREET
WATERTOWN,MA02472 		    SUPPORT GROUPS FOR DISADVANTAGED WOMEN 5,000

PARTNERS FOR YOUTH WITH DISABILITIES

5 MIDDLESEX AVENUE SUITE 307
SOMERVILLE,MA02145 		    MENTOR MATCH 7,500

PCI-MEDIA

26 BROADWAY 934
NEW YORK,NY100040000 		    GENERAL OPERATING SUPPORT 10,000

PEER GLOBAL HEALTH INITIATIVES INC

1501 VISTA RIDGE WAY
ROSEVILLE,CA956610000 		    GENERAL OPERATING SUPPORT 10,000

PHILANTHROPY MASSACHUSETTS

133 FEDERAL STREET SUITE 802
BOSTON,MA02110 		    MEMBERSHIP RENEWAL 6,400

PIERS PARK SAILING CENTER

95 MARGINAL STREET
EAST BOSTON,MA02128 		    THE INCLUSIVE YOUTH DEVELOPMENT PROGRAM 7,500

PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS

60 ELDRIDGE ROAD 3
JAMAICA PLAIN,MA02130 		    EDUCATION PROGRAMS 15,000

PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND

784 HERCULES DRIVE SUITE 110
COLCHESTER,VT05446 		    REPRODUCTIVE HEALTH CARE FOR LOW-INCOME PATIENTS 20,000

POLITICAL ASYLUM IMMIGRATION REPRESENTATION PROJECT INC

98 NORTH WASHINGTON STREET SUITE
106
BOSTON,MA02114 		    ACCESS TO JUSTICE FOR IMMIGRANT FAMILIES 8,000

POPULATION MEDIA CENTER INC

30 KIMBALL AVENUE SUITE 302
SOUTH BURLINGTON,VT05403 		    MASS MEDIA COMMUNICATIONS FOR PROMOTING REPRODUCTIVE HEALTH 10,000

PROJECT CITIZENSHIP

11 BEACON STREET SUITE 720
BOSTON,MA02108 		    GENERAL OPERATING SUPPORT 10,000

PROJECT HOPE

550 DUDLEY STREET
ROXBURY,MA02119 		    PROJECT HOPE HOUSING SERVICES 5,000

QUINCY COMMUNITY ACTION PROGRAMS INC

1509 HANCOCK STREET
QUINCY,MA02169 		    SOUTHWEST COMMUNITY FOOD CENTER 8,000

RAISING A READER MASSACHUSETTS

3 SCHOOL STREET
BOSTON,MA02108 		    GENERAL OPERATING SUPPORT 5,000

RAW ART WORKS INC

37 CENTRAL SQUARE
LYNN,MA01901 		    ARTS-BASED AFTER-SCHOOL AND OUT-OF-SCHOOL-TIME PROGRAMMING FOR HIGH SCHOOL STUDENTS 10,000

READ TO A CHILD

20 WILLIAM ST STE G25
WELLESLEY,MA024814113 		    GENERAL OPERATING SUPPORT 5,000

REBUILDING TOGETHER BOSTON

89 SOUTH STREET SUITE 203
BOSTON,MA02111 		    THE SAFE AT HOME PROGRAM 7,500

RESPOND INC

PO BOX 555
SOMERVILLE,MA02143 		    EMERGENCY SHELTER PROGRAM 7,000

RIAN IMMIGRANT CENTER INC

ONE STATE STREET 8TH FLOOR
BOSTON,MA02109 		    IMMIGRANT INTEGRATION SERVICES 8,000

ROCA NC

101 PARK ST
CHELSEA,MA021502771 		    GENERAL OPERATING SUPPORT 10,000

ROGERSON COMMUNITIES

ONE FLORENCE STREET
BOSTON,MA02131 		    ADULT DAY HEALTH PROGRAMS FOR LOW-INCOME OLDER ADULTS 10,000

ROOM TO GROW NATIONAL INC

400 SHAWMUT AVENUE
BOSTON,MA02118 		    GENERAL OPERATING SUPPORT FOR BOSTON 5,000

ROOT NS INC

35 CONGRESS STREET SUITE 2350
SALEM,MA01970 		    THE YOUTH CULINARY TRAINING PROGRAM 7,000

ROSIE'S PLACE INC

889 HARRISON AVENUE
BOSTON,MA02118 		    EMERGENCY AND SUPPORT SERVICES 5,000

SACRED VALLEY HEALTH

2500 LORD BARANOF DR
ANCHORAGE,AK995171262 		    GENERAL OPERATING SUPPORT 10,000

SCHOOL OF LEADERSHIP-AFGHANISTAN INC

700 N OLIVE AVE
WEST PALM BCH,FL33401 		    GENERAL OPERATING SUPPORT 20,000

SCHOOL ON WHEELS OF MASSACHUSETTS

100 LAUREL STREET
EAST BRIDGEWATER,MA02333 		    EXPANSION OF THE TUTORING PROGRAM FOR STUDENTS IN BOSTON WHO ARE IMPACTED BY HOMELESSNESS 5,000

SECOND STEP INC

PO BOX 600213
NEWTONVILLE,MA024600002 		    GENERAL OPERATING SUPPORT 7,500

SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC

8 LAKEVILLE ROAD SUITE 3
JAMAICA PLAIN,MA02130 		    SKILLS FOR SUCCESS DIRECT CLIENT SERVICES/SELF-ESTEEM ONLINE LEARNING CENTER 7,500

SHOOTING TOUCH

25 PLEASANT ST
MEDFIELD,MA020522603 		    GENERAL OPERATING SUPPORT 5,000

SILVER LINING MENTORING INC

PO BOX 541497
WALTHAM,MA02454 		    STIPENDS FOR LEARN & EARN PARTICIPANTS 5,000

SOCIEDAD LATINA INC

1530 TREMONT ST
ROXBURY,MA021202929 		    GENERAL OPERATING SUPPORT 7,500

SOUTH BOSTON NEIGHBORHOOD HOUSE

136 H STREET
SOUTH BOSTON,MA02127 		    THE BOSTON MONEY MANAGEMENT PROGRAM 7,500

ST FRANCIS HOUSE

7 BOYLSTON SQUARE
BOSTON,MA02116 		    REFUGE SERVICES AND BASIC NEEDS PROGRAMS 10,000

STEPPINGSTONE FOUNDATION INC

ONE APPLETON STREET 4TH FLOOR
BOSTON,MA02116 		    SCHOLARS PROGRAM 10,000

STONE HOUSE INC

223 W SPRING STREET
VINEYARD HVN,MA025686316 		    GENERAL OPERATING SUPPORT 7,000

STRAIGHT AHEAD MINISTRIES INC

791 MAIN STREET
WORCESTER,MA01610 		    BOSTON YOUTH RE-ENTRY PROGRAM 8,000

STRONG WOMEN STRONG GIRLS

89 SOUTH STREET LL02
BOSTON,MA02111 		    THE COMMUNITY-BASED MENTORING PROGRAM IN BOSTON 8,000

SUMMER SEARCH

3840 WASHINGTON STREET
JAMAICA PLAIN,MA02130 		    YEAR-ROUND MENTORING PROGRAMS 10,000

THE BASE INC

150 SHIRLEY STREET
ROXBURY,MA02119 		    GENERAL OPERATING SUPPORT 10,000

THE HOME FOR LITTLE WANDERERS

10 GUEST STREET
BOSTON,MA02135 		    SOMERVILLE VILLAGE 10,000

THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER

PO BOX 127
BOSTON,MA02127 		    THOMPSON ISLAND CONNECTIONS: FIELD SCIENCE AND SOCIAL-EMOTIONAL LEARNING FOR BPS YOUTH 5,000

UGANDA VILLAGE PROJECT

720 SENECA STREET SUITE 107
SEATTLE,WA98101 		    GENERAL OPERATING SUPPORT 8,000

UPSTREAM USA INC

2 OLIVER STREET SUITE 402
BOSTON,MA02109 		    GENERAL OPERATING SUPPORT 10,000

URBAN FARMING INSTITUTE OF BOSTON INC

487R NORFOLK STREET
MATTAPAN,MA02126 		    GENERAL OPERATING SUPPORT 10,000

VETERANS LEGAL SERVICES

PO BOX 8457
BOSTON,MA02114 		    GENERAL OPERATING SUPPORT 10,000

VICTORY PROGRAMS INC

965 MASSACHUSETTS AVENUE
BOSTON,MA02118 		    THE BOSTON LIVING CENTERS NUTRITION AND EDUCATION/WELLNESS INITIATIVES 8,000

VIETNAM VETERANS WORKSHOP INC

17 COURT STREET
BOSTON,MA02108 		    VETERANS EMPLOYMENT SERVICES 10,000

VOLUNTEER LAWYERS PROJECT

7 WINTHROP SQUARE
BOSTON,MA02110 		    GENERAL OPERATING SUPPORT 5,000

WALKER INC

1968 CENTRAL AVENUE
NEEDHAM,MA02492 		    GENERAL OPERATING SUPPORT 10,000

WELLSPRING HOUSE INC

302 ESSEX AVE
GLOUCESTER,MA019302351 		    GENERAL OPERATING SUPPORT 5,000

WEST END HOUSE INC

105 ALLSTON STREET
ALLSTON,MA02134 		    COLLEGE AND CAREER SUCCESS 15,000

WHITE RIBBON ALLIANCE INC

1100 17TH STREET NW 800
WASHINGTON,DC20036 		    GENERAL OPERATING SUPPORT 10,000

WOMEN'S EDUCATIONAL CENTER

25 MOUNT AUBURN STREET
CAMBRIDGE,MA02138 		    FREE DROP-IN SUPPORTS AND SERVICES FOR THE CWC COMMUNITY 5,000

WOMEN'S LUNCH PLACE INC

67 NEWBURY STREET
BOSTON,MA021163010 		    HEALTHY MEALS 10,000

WRITEBOSTON INC

2300 WASHINGTON STREET FLOOR 6
BOSTON,MA02119 		    TEENS IN PRINT 5,000

YOUNG AUDIENCES OF MASSACHUSETTS INC

89 SOUTH ST STE 603
BOSTON,MA021112746 		    GENERAL OPERATING SUPPORT 8,000

YOUTHBUILD BOSTON INC

27 CENTRE STREET
ROXBURY,MA02119 		    YOUTH WORKFORCE DEVELOPMENT - BUILDING TRADES EXPLORATION PROGRAM 10,000

ZUMIX INC

260 SUMNER STREET
EAST BOSTON,MA02128 		    THE CREATIVE YOUTH DEVELOPMENT PROGRAM 10,000

THE GREATER BOSTON FOOD BANK INC

70 S BAY AVE
BOSTON,MA021182704 		    GENERAL OPERATING SUPPORT 20,000

YOUNG WOMENS CHRISTIAN ASSOCIATION

206 ROGERS T
LOWELL,MA018523695 		    GENERAL OPERATING SUPPORT 5,000

ALL DORCHESTER SPORTS & LEADERSHIP INC

1565 DORCHESTER AVE
DORCHESTER,MA021221376 		    GENERAL OPERATING SUPPORT 5,000
Total .................................right arrow 3a 1,453,067
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities .... 523000 21 14 446,663  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 1,211  
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000 778 18 485,498  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 PARK STREET CAPITAL PRIVATE EQUITY 		523000 3,112 14 1,638  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 3,911 935,010 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
938,921
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2022)
Form 990-PF (2022)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
BUSHROD H CAMPBELL & ADAH F HALL
 
CHARITY FUND
EIN:
04-6013598
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREP FEE 7,656 3,828   3,828

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2022 GainLossSaleOtherAssetsSch
Name:
BUSHROD H CAMPBELL & ADAH F HALL
 
CHARITY FUND
EIN:
04-6013598
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
K-1 PARK STREET CAPITAL PRIVATE EQUITY FUND   PURCHASED       18 COST 0 -18  
K-1 PARK STREET CAPITAL PRIVATE EQUITY FUND   PURCHASED     198   COST 0 198  
K-1 PARK STREET CAPITAL PRIVATE EQUITY FUND   PURCHASED     598   COST 0 598  

TY 2022 InvestmentsCorpBondsSchedule
Name:
BUSHROD H CAMPBELL & ADAH F HALL
 
CHARITY FUND
EIN:
04-6013598
Name of Bond End of Year Book Value End of Year Fair Market Value
INV - CORP BONDS 5,706,737 5,631,153

TY 2022 InvestmentsCorpStockSchedule
Name:
BUSHROD H CAMPBELL & ADAH F HALL
 
CHARITY FUND
EIN:
04-6013598
Name of Stock End of Year Book Value End of Year Fair Market Value
INV - CORP STOCK 7,430,562 20,203,170

TY 2022 InvestmentsOtherSchedule2
Name:
BUSHROD H CAMPBELL & ADAH F HALL
 
CHARITY FUND
EIN:
04-6013598
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
K1 PARK ST CAPITAL PRIVATE EQUITY FD XI (80-0966349) AT COST 334,535 855,213
K1 WINDSAIL CREDIT QP FUND, LP (61-1848883) AT COST 167,181 135,286

TY 2022 LegalFeesSchedule
Name:
BUSHROD H CAMPBELL & ADAH F HALL
 
CHARITY FUND
EIN:
04-6013598
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATION & LEGAL FEES 96,906 0   96,906


TY 2022 OtherExpensesSchedule
Name:
BUSHROD H CAMPBELL & ADAH F HALL
 
CHARITY FUND
EIN:
04-6013598
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COMMONWEALTH OF MASSACHUSETTS - FILING FEE 125 0   125
PARTNERSHIP DEDUCTIONS 10,453 10,453   0
ADR FEES 317 317   0
MISC. EXPENSES 115 0   0


TY 2022 OtherIncomeSchedule2
Name:
BUSHROD H CAMPBELL & ADAH F HALL
 
CHARITY FUND
EIN:
04-6013598
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME 1,211 1,211 1,211
K-1 PARK STREET CAPITAL PRIVATE EQUITY 4,750 1,638 4,750


TY 2022 OtherIncreasesSchedule
Name:
BUSHROD H CAMPBELL & ADAH F HALL
 
CHARITY FUND
EIN:
04-6013598
Description Amount
BOOK/TAX ADJUSTMENT 15,873


TY 2022 OtherProfessionalFeesSchedule
Name:
BUSHROD H CAMPBELL & ADAH F HALL
 
CHARITY FUND
EIN:
04-6013598
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 65,466 65,466   0
CONSULTING FEES 6,655 0   6,655


TY 2022 TaxesSchedule
Name:
BUSHROD H CAMPBELL & ADAH F HALL
 
CHARITY FUND
EIN:
04-6013598
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD 12,785 12,785   0
FOREIGN TAXES WITHHELD FROM PARTNERSHIPS 40 40   0
FEDERAL EXCISE TAXES 28,510 0   0