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 06-01-2023 , and ending 05-31-2024
Name of foundation
THE GREENSPAN FOUNDATION 5223318
 
Number and street (or P.O. box number if mail is not delivered to street address)125 HIGH ST STE 901 BOS-301
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02110
A Employer identification number

02-6008379
B Telephone number (see instructions)

(617) 441-1548
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$3,665,987J 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... 85,470 81,720  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 240,998
b Gross sales price for all assets on line 6a 1,408,828
7 Capital gain net income (from Part IV, line 2)... 240,998
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 326,468 322,718  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,000 4,000   6,000
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
23,469 23,469   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,764 458   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,332 1,332    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,565 29,259 0 6,000
25 Contributions, gifts, grants paid....... 194,750 194,750
26 Total expenses and disbursements. Add lines 24 and 25 237,315 29,259 0 200,750
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 89,153
b Net investment income (if negative, enter -0-) 293,459
c Adjusted net income (if negative, enter -0-)... 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............. 3,000 5,488 5,488
2 Savings and temporary cash investments......... 209,971 178,486 178,486
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 224,360    
b Investments—corporate stock (attach schedule)....... 1,378,434 1,502,809 2,615,728
c Investments—corporate bonds (attach schedule)....... 674,107 915,792 866,285
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).......... 51,908   0
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) 2,541,780 2,602,575 3,665,987
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........ 2,541,780 2,602,575
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,541,780 2,602,575
30 Total liabilities and net assets/fund balances (see instructions). 2,541,780 2,602,575
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
2,541,780
2
Enter amount from Part I, line 27a .....................
2
89,153
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
23,140
4
Add lines 1, 2, and 3 ..........................
4
2,654,073
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
51,498
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,602,575
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 5. ADOBE INC   2018-06-13 2023-06-23
b 41. ADOBE INC   2018-06-13 2024-03-05
c 220. ALPHABET INC-CL C     2023-06-23
d 71. AMAZON.COM INC   2023-03-30 2023-06-23
e 14. AMERICAN TOWER CORP     2023-06-23
50000. AMGEN INC 3.625% 22 MAY 2024   2015-11-02 2024-05-22
130. APPLE COMPUTER INC     2023-06-23
56. APPLE COMPUTER INC   2009-12-28 2024-02-27
25. BECTON DICKINSON AND CO   2015-08-11 2023-06-23
90. BECTON DICKINSON AND CO   2015-08-11 2024-03-18
9. BLACKROCK INC   2015-10-08 2023-06-23
21. BLACKROCK INC     2023-12-13
47. BRISTOL MYERS SQUIBB   2022-06-24 2023-06-23
100. BRISTOL MYERS SQUIBB   2023-03-30 2024-02-07
485. BRISTOL MYERS SQUIBB     2024-02-07
5. BROADCOM INC   2020-04-29 2023-06-23
63. CVS CORP   2022-09-06 2023-06-23
231. CVS CORP     2023-08-23
247. CVS CORP   2022-06-24 2023-08-23
1053.893 CAUSEWAY INTERNATL VAL-INST   2023-06-26 2024-02-14
14. CHART INDUSTRIES INC   2022-06-24 2023-06-23
41. CHARTER COMMUNICATIONS INC-A   2023-10-30 2024-02-27
55. COCA COLA CO   2022-06-24 2023-06-23
315. COCA COLA CO   2022-06-24 2024-03-05
14. DANAHER CORP   2013-03-11 2023-06-23
41. ECOLAB INC COM   2019-08-05 2023-06-23
82. EXXON MOBIL CORP   2022-09-06 2023-06-23
.638 EXXON MOBIL CORP   2022-09-06 2024-05-14
1450.133 FIDELITY ADV FOC EM MRK-I     2024-02-14
1081.16 FIDELITY ADV FOC EM MRK-I   2022-05-24 2024-02-14
1034.37 GUGGENHEIM TOT RET BND-INST   2022-08-22 2023-07-19
1454.11345 GUGGENHEIM TOT RET BND-INST   2022-06-22 2023-07-19
450.07855 GUGGENHEIM TOT RET BND-INST   2022-06-22 2023-07-19
1211.462 GUGGENHEIM TOT RET BND-INST     2023-11-06
83. HONEYWELL INTL INC   2016-07-29 2023-06-01
105. HONEYWELL INTL INC     2023-06-23
50000. HONEYWELL INTERNATIONAL 1.95% 01 JUN 2030   2020-09-25 2024-04-19
36. INTERCONTINENTAL EXCHANGE IN   2019-12-19 2023-06-23
114. INTERCONTINENTAL EXCHANGE IN   2019-12-19 2024-03-05
122. ISHARES 10-20 YEAR TREASURY   2023-07-19 2024-04-03
73. JP MORGAN CHASE & CO   2018-06-27 2023-06-01
122. JP MORGAN CHASE & CO   2018-06-27 2023-06-23
287. JPMORGAN EQUITY PREMIUM INCO   2022-08-22 2024-02-01
148. JOHNSON & JOHNSON   2023-06-23 2024-05-03
115. JOHNSON & JOHNSON   2011-07-13 2024-05-03
16. LOWES COS INC   2015-06-03 2023-06-23
16. LULULEMON ATHLETICA INC   2020-09-24 2023-06-23
64. LULULEMON ATHLETICA INC   2020-09-24 2024-05-31
2596.288 MFS RESEARCH INTERNAT-I     2024-02-14
1215.114 MFS RESEARCH INTERNAT-I   2023-06-26 2024-05-30
2481.186 MFS RESEARCH INTERNAT-I     2024-05-30
97. MC DONALDS CORP     2023-06-23
55. MC DONALDS CORP   2018-04-11 2023-08-23
66. MICROSOFT CORP   2012-06-26 2023-06-23
115. MONDELEZ INTERNATIONAL INC-A   2019-08-05 2023-06-23
128. NEXTERA ENERGY INC   2012-01-31 2023-06-23
85. NOVARTIS AG SPONSORED ADR   2021-08-03 2023-06-23
203. NOVARTIS AG SPONSORED ADR     2024-02-07
17. O'REILLY AUTOMOTIVE INC   2023-06-23 2023-08-23
152. PNC BANK CORP   2011-10-20 2023-07-11
66. PALO ALTO NETWORKS INC   2023-06-23 2023-12-13
54. PAYPAL HOLDINGS INC   2019-08-28 2023-06-23
39. PAYPAL HOLDINGS INC   2023-06-01 2024-02-27
358. PAYPAL HOLDINGS INC     2024-02-27
12. PIONEER NATURAL RESOURCES CO   2021-02-26 2023-06-23
85. PIONEER NATURAL RESOURCES CO   2021-02-26 2023-10-30
16. PROCTER & GAMBLE CO   2022-09-06 2023-06-23
1688.555 OSTERWEIS STRATEGIC INC FD I     2023-11-06
128. PROLOGIS INC   2018-09-20 2023-06-23
73. RIO TINTO PLC-SPON ADR   2021-04-21 2023-06-23
418. RIO TINTO PLC-SPON ADR     2023-10-30
242.797 T ROWE PR INST FLTNG RT-INST   2023-06-26 2023-07-19
2751.664 T ROWE PR INST FLTNG RT-INST     2023-07-19
26. SALESFORCE INC     2023-06-23
71. SANDOZ GROUP AG     2023-10-12
.2 SANDOZ GROUP AG   2021-08-04 2023-10-23
5. SERVICENOW INC   2023-06-01 2023-06-23
1. SERVICENOW INC   2023-06-01 2024-03-18
15. SERVICENOW INC   2020-04-02 2024-03-18
77. TEXAS INSTRUMENTS INC   2014-09-24 2023-06-22
71. THERMO ELECTRON CORP   2012-10-26 2023-06-22
74000. U.S. TREASURY NOTE/BOND 2.875% 15 MAY 20   2022-05-19 2023-11-21
14. UNITED HEALTH GROUP   2016-08-24 2023-06-23
.6667 VERALTO CORP   2013-03-11 2023-10-13
25. VERALTO CORP   2013-03-11 2023-12-13
22. VERISK ANALYTICS INC   2023-06-23 2023-07-25
39. VERISK ANALYTICS INC   2021-03-24 2023-07-25
21. VISA INC-CLASS A SHARES   2011-09-22 2023-06-23
40. WASTE MGMT INC DEL   2021-03-24 2023-06-23
133. XYLEM INC   2023-06-23 2024-05-17
41. ACCENTURE PLC-CL A   2013-04-02 2023-06-22
43. EATON CORP PLC   2023-06-23 2023-12-13
1. EATON CORP PLC   2023-06-23 2024-03-18
33. EATON CORP PLC   2022-02-14 2024-03-18
CAPITAL GAIN DIVIDENDS P    
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(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 2,416   1,283 1,133
b 22,213   10,524 11,689
c 27,056   2,971 24,085
d 9,178   7,249 1,929
e 2,607   2,126 481
50,000   50,000  
24,264   1,089 23,175
10,088   424 9,664
6,421   3,619 2,802
21,371   13,028 8,343
6,117   2,867 3,250
16,182   6,452 9,730
3,056   3,692 -636
4,861   6,829 -1,968
23,575   32,914 -9,339
4,115   1,377 2,738
4,381   6,205 -1,824
15,302   20,716 -5,414
16,362   23,343 -6,981
19,898   19,813 85
2,079   2,287 -208
11,882   16,014 -4,132
3,372   3,451 -79
18,718   19,767 -1,049
3,341   665 2,676
7,313   8,090 -777
8,371   7,810 561
75   61 14
40,415   40,367 48
30,132   29,299 833
24,411   25,425 -1,014
34,317   35,393 -1,076
10,622   10,955 -333
27,185   29,469 -2,284
16,084   9,133 6,951
20,949   11,549 9,400
41,575   51,662 -10,087
3,989   3,368 621
15,871   10,665 5,206
12,491   13,532 -1,041
10,048   7,619 2,429
16,924   12,732 4,192
16,003   16,498 -495
22,068   24,510 -2,442
17,148   7,814 9,334
3,440   1,133 2,307
5,983   5,077 906
19,854   20,309 -455
59,092   60,599 -1,507
29,491   27,085 2,406
60,218   52,022 8,196
28,170   16,896 11,274
15,495   8,994 6,501
22,177   1,993 20,184
8,397   6,071 2,326
9,481   1,913 7,568
8,561   7,865 696
21,013   17,749 3,264
16,117   15,701 416
19,244   8,043 11,201
20,603   16,222 4,381
3,612   5,814 -2,202
2,340   2,478 -138
21,481   38,361 -16,880
2,388   1,787 601
20,301   12,659 7,642
2,373   2,184 189
18,000   18,808 -808
15,027   8,583 6,444
4,633   6,224 -1,591
26,843   33,394 -6,551
2,275   2,253 22
25,783   25,325 458
5,455   1,841 3,614
2,070   1,745 325
6   5 1
2,727   2,749 -22
755   550 205
11,329   3,866 7,463
13,102   3,761 9,341
37,014   4,342 32,672
65,854   74,339 -8,485
6,711   1,962 4,749
48   11 37
1,938   416 1,522
5,212   4,937 275
9,239   6,910 2,329
4,821   462 4,359
6,617   5,017 1,600
18,928   14,778 4,150
12,233   3,157 9,076
10,145   8,356 1,789
300   194 106
9,912   5,003 4,909
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
      1,408
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       1,133
b       11,689
c       24,085
d       1,929
e       481
       
      23,175
      9,664
      2,802
      8,343
      3,250
      9,730
      -636
      -1,968
      -9,339
      2,738
      -1,824
      -5,414
      -6,981
      85
      -208
      -4,132
      -79
      -1,049
      2,676
      -777
      561
      14
      48
      833
      -1,014
      -1,076
      -333
      -2,284
      6,951
      9,400
      -10,087
      621
      5,206
      -1,041
      2,429
      4,192
      -495
      -2,442
      9,334
      2,307
      906
      -455
      -1,507
      2,406
      8,196
      11,274
      6,501
      20,184
      2,326
      7,568
      696
      3,264
      416
      11,201
      4,381
      -2,202
      -138
      -16,880
      601
      7,642
      189
      -808
      6,444
      -1,591
      -6,551
      22
      458
      3,614
      325
      1
      -22
      205
      7,463
      9,341
      32,672
      -8,485
      4,749
      37
      1,522
      275
      2,329
      4,359
      1,600
      4,150
      9,076
      1,789
      106
      4,909
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 240,998
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 4,079
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 4,079
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 4,079
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,210
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,210
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 29
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 898
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
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 arrowNH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowEASTERN BANK Telephone no.right arrow (617) 441-1548

Located atright arrow125 HIGH ST STE 901 BOS-301BOSTONMA ZIP+4right arrow02110
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
Jill G Schiffman President, Treasurer, Secretary
1 		10,000    
PO Box 5555
Hanover,NH03755
Barbara Jacobson Assistant Treasurer
1 		0    
1700 Oak Avenue
Menio Park,CA94025
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 NONE  
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
3,306,892
b
Average of monthly cash balances.......................
1b
256,283
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,563,175
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
3,563,175
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
53,448
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,509,727
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
175,486
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
175,486
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,079
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,079
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
171,407
4
Recoveries of amounts treated as qualifying distributions................
4
1,000
5
Add lines 3 and 4............................
5
172,407
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
172,407
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
200,750
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
200,750
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 7 172,407
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 7,680
b From 2019...... 13,182
c From 2020...... 11,822
d From 2021...... 12,432
e From 2022...... 9,829
f Total of lines 3a through e ........ 54,945
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 200,750
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 172,407
e Remaining amount distributed out of corpus 28,343
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 83,288
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		7,680
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		75,608
10 Analysis of line 9:
a Excess from 2019.... 13,182
b Excess from 2020.... 11,822
c Excess from 2021.... 12,432
d Excess from 2022.... 9,829
e Excess from 2023.... 28,343
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).)
NONE
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.
NONE
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:
EASTERN BANK
125 HIGH ST STE 901 BOS-301
BOSTON,MA02110
(603) 369-5107
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN APPLICATIONS AND ORGANIZATIONAL BACKGROUND
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

NHPR

2 PILLSBURY ST STE 600
Concord,NH03301 		NONE PC GENERAL OPERATING 1,000

CURRIER MUSEUM OF ART

150 ASH ST
Manchester,NH03104 		NONE PC GENERAL OPERATING 1,000

VOLUNTEER FLORIDA FOUNDATION

1545 RAYMOND DIEHL RD STE 250
Tallahassee,FL32308 		NONE PC GENERAL OPERATING 1,000

HARMONY ARK EDUCATION FOUNDATION

1935 BOHEMIAN HIGHWAY
OCCIDENTAL,CA95465 		NONE PC GENERAL OPERATING 3,000

Girls at Work

200 BEDFORD STREET
Manchester,NH03101 		NONE PC GENERAL OPERATING 2,000

Hawaii Community Foundation Maui Stron

827 FORT STREET MALL
Honolulu,HI96813 		NONE PC GENERAL OPERATING 3,000

Vermont Community Foundation

3 COURT STREET
Middlebury,VT05753 		NONE PC GENERAL OPERATING 1,000

D-HHFriends of Dartmouth Cancer Ctr

ATTN GIFT RECORDING
Lebanon,NH03756 		NONE PC GENERAL OPERATING 1,000

4ocean Foundation

3600 FAU BLVD
Boca Raton,FL33431 		NONE PC GENERAL OPERATING 1,000

Chabad at Rice University

1950 DRYDEN ROAD
Houston,TX77030 		NONE PC GENERAL OPERATING 1,000

Dogwood Animal Rescue Project

1415 FULTON RD
Santa Rosa,CA95403 		NONE PC GENERAL OPERATING 1,000

Visions for Creative Housing Solutions

8 SUNRISE FARM LANE
Enfield,NH03748 		NONE PC GENERAL OPERATING 2,000

VNH

PO BOX 881
Brattleboro,VT05302 		NONE PC GENERAL OPERATING 1,000

Upper Valley Trails Alliance

326 MAIN STREET
Norwich,VT05055 		NONE PC GENERAL OPERATING 2,000

Sarcoma Foundation of America

9899 MAIN STREET SUITE 204
Samascus,MD20872 		NONE PC GENERAL OPERATING 2,000

Valley of the Moon Children's Foundation

PO BOX 11671
Santa Rosa,CA95406 		NONE PC GENERAL OPERATING 1,000

Northern Forest Center

18 NORTH MAIN ST SUITE 204
Concord,NH03301 		NONE PC GENERAL OPERATING 1,000

TRUSTEES OF DARTMOUTH COLLEGE FOR MOOSIL

1 HINMAN
Hanover,NH03755 		NONE PC GENERAL OPERATING 2,000

COLBY SAWYER COLLEGE ANNUAL FUND

541 MAIN ST
New London,NH032579958 		NONE PC GENERAL OPERATING 6,000

NEW LONDON HOSPITAL

273 COUNTY RD
New London,NH032577700 		NONE PC GENERAL OPERATING 1,000

THE WEBSTER HOUSE

135 WEBSTER STREET
Manchester,NH03104 		NONE PC GENERAL OPERATING 2,000

MOORE CENTER SERVICES GARDEN PARTY
SPONSORSHIP
195 MCGREGOR ST SUITE 400
Manchester,NH03102 		NONE PC GENERAL OPERATING 1,500

BREAKTHROUGH MANCHESTER
AT THE DERRYFIELD SCHOOL
2108 RIVER ROAD
Manchester,NH03104 		NONE PC GENERAL OPERATING 1,000

CAMPAIGN FOR LEGAL SERVICES
CO
117 NORTH STATE ST
Concord,NH03301 		NONE PC GENERAL OPERATING 1,000

NH HUMANITIES

117 PLEASANT ST
Concord,NH03301 		NONE PC GENERAL OPERATING 2,000

WISE

38 BANK STREET
Lebanon,NH03766 		NONE PC GENERAL OPERATING 1,000

UPPER VALLEY JEWISH Community PROJECT

5 OCCOM RIDGE
Hanover,NH03755 		NONE PC GENERAL OPERATING 1,000

CAREGIVERS

19 HARVEY ROAD
Bedford,NH03110 		NONE PC GENERAL OPERATING 500

Amoskeag Health

145 HOLLIS STREET 2ND FLOOR
Manchester,NH03101 		NONE PC GENERAL 1,000

CIRCLE PROGRAM

85 MAIN ST POBOX 815
Plymouth,NH03264 		NONE PC GENERAL OPERATING 1,000

PPNNE

128 LAKESIDE AVE SUITE 301
Burlington,VT05401 		NONE PC GENERAL OPERATING 6,000

UPPER VALLEY HAVEN

713 HARTFORD AVE
White River Jct,VT05001 		NONE PC GENERAL OPERATING 3,000

GOOD NEIGHBOR HEALTH CLINIC

70 NORTH MAIN ST
White River Junction,VT05001 		NONE PC GENERAL OPERATING 2,000

THE SHARON ACADEMY

POBOX 207
SHARON,MA05065 		NONE PC GENERAL OPERATING 3,000

CASTING FOR RECOVERY

POBOX 1123 3738 MAIN ST
Manchester,VT05254 		NONE PC GENERAL OPERATING 1,000

VITAL COMMUNITIES

195 N MAIN ST
WHITE RIVER JUNCTION,VT05001 		NONE PC GENERAL OPERATING 2,000

SMITH COLLEGE FUND

POBOX 340029
Boston,MA022410429 		NONE PC GENERAL OPERATING 5,000

JEWISH WOMEN'S ARCHIVE

1 HARVARD ST SUITE 200
Brookline,MA02445 		NONE PC GENERAL OPERATING 1,000

YMCA CAMP CONISTON

POBOX 185
Grantham,NH03753 		NONE PC GENERAL OPERATING 4,000

NORTHERN STAGE

POBOX 4287
White River Jct,VT05001 		NONE PC GENERAL OPERATING 1,000

ACCELERATED CURE FOR MS

460 TOTTENHAM POND RD SUITE 140
Waltham,MA024519827 		NONE PC GENERAL OPERATING 1,000

COMPASSIONATE CARE ALS

POBOX 1052
West Falmouth,MA02574 		NONE PC GENERAL OPERATING 1,000

COLUMBIA UNIVERSITY TEACHERS
COLLEGE
BOX 306 525 WEST 120TH ST
New York,NY100276696 		NONE PC GENERAL OPERATING 1,000

NATURAL RESOURCES DEFENSE COUNCIL INC

40 W 20TH ST
NEW YORK,NY10011 		NONE PC GENERAL OPERATING 2,000

ANTI-DEFAMATION LEAGUE

40 COURT STREET
Boston,MA021082202 		NONE PC GENERAL OPERATING 1,000

ALS ASSOCIATION

1275 K STREET
Washington,DC20005 		NONE PC GENERAL OPERATING 1,000

AMERICAN HEART ASSOCIATION INC

7272 GREENVILLE AVE
DALLAS,TX75231 		NONE PC GENERAL OPERATING 1,000

NATIONAL MS - NO CA CHAPTER

1700 OWEN ST - SUITE 190
San Francisco,CA94158 		NONE PC GENERAL OPERATING 3,500

THE WILD CENTER

45 MUSEUM DRIVE
Tupper Lake,NY12986 		NONE PC GENERAL OPERATING 5,000

DAVID'S HOUSE

461 MT SUPPORT RD POBOX 660
Lebanon,NH03766 		NONE PC GENERAL OPERATING 1,000

AUSBON SARGENT LAND PRESERVATION

71 PLEASANT STREET
NEWLONDON,NH03257 		NONE PC GENERAL OPERATING 1,000

FIRST (CO DEKA CORP)

200 BEDFORD ST
Manchester,NH03101 		NONE PC GENERAL OPERATING 1,000

GOOD BEGINNINGS OF THE UPPER VALLEY

POBOX 5054
West Lebanon,NH03784 		NONE PC GENERAL OPERATING 500

DARTMOUTH HEALTH
FRIENDS OF DARTMOUTH CANCER CENTER
1 MEDICAL CENTER DR
LEBANON,NH03756 		NONE PC GENERAL 4,000

OCEAN CONSERVANCY

1300 19TH STREET NW NO 8TH FL
Washington,DC20036 		NONE PC GENERAL 2,000

GRAFTON COUNTY SENIOR CITIZENS COUNCIL

10 CAMPBELL STREET
LEBANON,NH03766 		NONE PC GENERAL 3,000

NEW HORIZONS MANCHESTER SOUP
KITCHEN
199 MANCHESTER ST POBOX 691
Manchester,NH031050691 		NONE PC GENERAL OPERATING 1,000

PALACE THEATRE TRUST

80 HANOVER ST
Manchester,NH03101 		NONE PC GENERAL OPERATING 750

MONTSHIRE MUSEUM OF SCIENCE

1 MONTSHIRE DRIVE
Norwich,VT05055 		NONE PC GENERAL OPERATING 2,000

MAYHEW PROGRAM

POBOX 120
Bristol,NH03222 		NONE PC GENERAL OPERATING 1,000

Muttville

PO BOX 410207
San Francisco,CA94141 		NONE PC GENERAL 1,000

BOB WOODRUFF FOUNDATION

1350 BROADWAY SUITE 905
New York,NY10018 		NONE PC GENERAL OPERATING 1,000

EVERYTOWN FOR GUN SAFETY SUPPORT FUND

PO BOX 3886
New York,NY10163 		NONE PC GENERAL 4,000

WORLD CENTRAL KITCHEN

65NEW YORK AVEN NW
WASHINGTON,DC20001 		NONE PC GENERAL OPERATING 7,000

BOYS & GIRLS CLUB OF NNH

POBOX 111
Littleton,NH03561 		NONE PC GENERAL OPERATING 1,000

UCSF Foundation

PO BOX 45339
SAN FRANCISCO,CA941450339 		NONE PC GENERAL 1,000

NEW LONDON BARN PLAYHOUSE

POBOX 9
New London,NH03257 		NONE PC GENERAL OPERATING 2,000

HILGOS FOUNDATION

406 WOODLAND RD
Highland Park,IL60035 		NONE PF GENERAL OPERATING 1,000

GRASSROOT SOCCER

POBOX 712
Norwich,VT05055 		NONE PC GENERAL OPERATING 1,000

UPPER VALLEY SNOW SPORTS FOUNDATION

160 WHALEBACK MOUNTAIN ROAD
Enfield,NH03748 		NONE PC GENERAL OPERATING 5,000

HIMELE

1296 AUWAIKU ST
Kailua,HI96734 		NONE PC GENERAL OPERATING 3,000

SHARE OUR STRENGTH

1030 15TH STREET NW NO 1100W
Washington,DC20005 		NONE PF GENERAL 2,000

AMERICAN RED CROSS

POBOX 9632
Manchester,NH031089632 		NONE PC GENERAL OPERATING 2,000

HOMES FOR OUR TROOPS

6 MAIN ST
Taunton,MA02780 		NONE PC GENERAL OPERATING 1,000

Reading is Fundamental

750 FIRST STREET NE
WASHINGTON,DC20002 		NONE PC GENERAL 1,000

PLANNED PARENTHOOD FEDERATION OF AMERICA

PO BOX 97166
WASHINGTON,DC200907166 		NONE PC GENERAL 2,000

AMERICAN FURNITURE MASTERS INSTITUTE

NH PRISON OUTREACH PROGRAM
Manchester,NH03108 		NONE PC GENERAL OPERATING 1,000

LUCILE PACKARD CHILDREN'S HOSPITAL

400 HAMILTON AVE SUITE 340
Palo Alto,CA94301 		NONE PC GENERAL OPERATING 1,000

BRI'S ADIRONDACK CENTER FOR LOON
CONSERVATION
POBOX 195
Ray Brook,NY12977 		NONE PC GENERAL OPERATING 1,000

Moonrise Therapeutics

PO BOX 96
TAFTSVILLE,VT05073 		NONE PC GENERAL 1,000

WAYPOINT

464 CHESTNUT ST
Manchester,NH03105 		NONE PC GENERAL OPERATING 500

AVA-Gallery and Art Center

11 BANK STREET
Lebanon,NH03766 		NONE PC GENERAL OPERATING 1,000

CALIFORNIA ACADEMY OF SCIENCES

55 MUSIC CONCOURSE WAY GOLDEN GATE
San Francisco,CA94118 		NONE PC GENERAL OPERATING 2,500

STANFORD UNIVERSITY CANCER DISCOVERY FUN

PO BOX 20466
STANFORD,CA94309 		NONE PC GENERAL OPERATING 2,000

PENINSULA VOLUNTEERS INC

800 MIDDLE AVE
Menlo Park,CA94025 		NONE PC GENERAL OPERATING 1,000

AVENIDAS ROSE KLEINER SENIOR DAY
HEALTH CENTER
270 ESCUELA AVENUE
Mountain View,CA94040 		NONE PC GENERAL OPERATING 1,000

BOYS & GIRLS CLUB OF THE PENINSULA

401 PIERCE ROAD
MENLO PARK,CA94025 		NONE PC GENERAL OPERATING 1,000

EXPLORATORIUM

PIER 17 SUITE 100
San Francisco,CA94111 		NONE PC GENERAL OPERATING 1,000

MEALS ON WHEELS OF SAN FRANCISCO

1375 FAIRFAX AVENUE
San Francisco,CA94124 		NONE PC GENERAL OPERATING 1,000

LA COMIDA DE CALIFORNIA INC

450 BRYANT STREET
Palo Alto,CA94301 		NONE PC GENERAL OPERATING 1,000

RONALD MCDONALD HOUSE OF STANFORD

520 SAND HILL RD
Palo Alto,CA943042001 		NONE PC GENERAL OPERATING 1,000

SECOND HARVEST FOOD BANKS
OF SAN MATEO & SANTA CLARA COUNTIES
PO BOX 1240
San Jose,CA951081240 		NONE PC GENERAL OPERATING 3,000

California PACIFIC MEDICAL CENTER
FOUNDATION NICU
2015 STEINER ST
San Francisco,CA94115 		NONE PC GENERAL OPERATING 1,500

MDP FOUNDATION

225 POTRERO AVENUE
SAN FRANCISCO,CA94103 		NONE PC GENERAL 1,000

EASTSIDE PREP SCHOOL

1041 MYRTLE STREET EAST
Palo Alto,CA94303 		NONE PC GENERAL OPERATING 3,000

GIANTS COMMUNITY FUND

24 WILLIE MAYS PLAZA
San Francisco,CA94107 		NONE PC GENERAL OPERATING 1,000

Sonrisas Dental Health

430 N EL CAMINO REAL
SAN MATEO,CA94401 		NONE PC GENERAL 1,000

HAWAII PREPARATORY ACADEMY

65-1692 KOHALA MOUNTAIN ROAD
KAMUELA,HI96743 		NONE PC GENERAL OPERATING 2,000

HAWAII ISLAND UNITED WAY

POBOX 745
Hilo,HI976210745 		NONE PC GENERAL OPERATING 1,000

TEMPLE ADATH YESHURUN

450 KIMBER ROAD
SYRACUSE,NY13224 		NONE PC GENERAL OPERATING 3,000

NEW HAMPSHIRE WOMEN'S FOUNDATION

18 LOW AVE SUITE 205
CONORD,NH03301 		NONE PC GENERAL OPERATING 4,000

WILLING HANDS

198 CHURCH STREET
Norwich,VT05055 		NONE PC GENERAL OPERATING 1,500

NAACP LEGAL DEFENSE AND EDUCATION FUND

40 RECTOR STREET FIFTH FLOOR
NEW YORK,NY10006 		NONE PC GENERAL OPERATING 1,000

JEWISH FEDERATION OF NEW HAMPSHIRE

66 HANOVER ST
MANCHESTER,NH03101 		NONE PC GENERAL OPERATING 10,000

DOCTORS WITHOUT BORDERS

40 RECTOR ST 616TH FLOOR
NEW YORK,NY10006 		NONE PC GENERAL OPERATING 1,000

PENDRAGON THEATRE

15 BRANDY BRK
Saranac Lake,NY12983 		NONE PC GENERAL 1,000
Total .................................right arrow 3a 194,750
bApproved for future payment
Total ................................. right arrow 3b  
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 85,470  
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 ............ 		    18 240,998  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   326,468  
13Total. Add line 12, columns (b), (d), and (e)..................
13
326,468
(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


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Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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TY 2023 ExpenditureResponsibilityStmt
Name:
THE GREENSPAN FOUNDATION 5223318
EIN:
02-6008379
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
HILGOS FOUNDATION
  		406 WOODLAND RD
HIGHLAND PARK,IL60035 		2022-05-10 1,000 CHARITABLE PURPOSE   No 9/21/2021    
AMOSKEAG HEALTH
  		145 HOLLIS ST
MANCHESTER,NH03101 		2022-05-10 1,000 CHARITABLE PURPOSE   No 9/27/2021    

TY 2023 OtherDecreasesSchedule
Name:
THE GREENSPAN FOUNDATION 5223318
EIN:
02-6008379
Description Amount
JUNE 2024 TRANS IN MAY 2024 1,444
NONTAXABLE RECEIPT 50,054


TY 2023 OtherExpensesSchedule
Name:
THE GREENSPAN FOUNDATION 5223318
EIN:
02-6008379
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT & ACCOUNTING FEES (ALLOC 1,320 1,320   0
CUSTODIAN & MANAGEMENT FEES (A 3 3   0
ADR FEES 9 9   0


TY 2023 OtherIncreasesSchedule
Name:
THE GREENSPAN FOUNDATION 5223318
EIN:
02-6008379
Description Amount
BOOK TO TAX COST ADJUSTMENT 20,439
JUNE 2023 TRANS IN MAY 2023 YR END 2,701
ROUNDING 0


TY 2023 OtherProfessionalFeesSchedule
Name:
THE GREENSPAN FOUNDATION 5223318
EIN:
02-6008379
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 23,469 23,469    


TY 2023 TaxesSchedule
Name:
THE GREENSPAN FOUNDATION 5223318
EIN:
02-6008379
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 383 383   0
STATE INCOME TAXES - PRINCIPAL 75 75   0
FEDERAL TAX PAYMENT - PRIOR YE 4,096 0   0
FEDERAL ESTIMATES - PRINCIPAL 3,210 0   0