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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
WOOSOX FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)100 MADISON STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WORCESTER, MA016081543
A Employer identification number

84-4493547
B Telephone number (see instructions)

(508) 500-1000
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,061,187J 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) 75,300
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,743 1,743  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 38,954
b Gross sales price for all assets on line 6a 38,954
7 Capital gain net income (from Part IV, line 2)... 38,954
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
385,602 0 385,602
12 Total. Add lines 1 through 11........ 501,599 40,697 385,602
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 15,698 0 15,698 0
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
867 0 867 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,442 0 14,442 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
18,259 0 18,259 0
19 Depreciation (attach schedule) and depletion... 27,293 0 27,293
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
224,910 0 28,512 196,398
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 301,469 0 105,071 196,398
25 Contributions, gifts, grants paid....... 163,149 123,149
26 Total expenses and disbursements. Add lines 24 and 25 464,618 0 105,071 319,547
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 36,981
b Net investment income (if negative, enter -0-) 40,697
c Adjusted net income (if negative, enter -0-)... 280,531
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 596,605 506,254 506,254
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow35,150
Less: allowance for doubtful accounts right arrow   18,200 35,150 35,150
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.......... 939    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 141,811 Click to see attachment
List of Attached Documents:
// Content
201,290 		201,290
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow352,894
Less: accumulated depreciation (attach schedule) right arrow81,879 298,308 271,015 271,015
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
500 		Click to see attachment
List of Attached Documents:
// Content
47,478 		Click to see attachment
List of Attached Documents:
// Content
47,478
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,056,363 1,061,187 1,061,187
Liabilities 17 Accounts payable and accrued expenses.......... 32,077 60,873
18 Grants payable................. 82,243 13,710
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   50
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
144,252 		Click to see attachment
List of Attached Documents:
// Content
179,000
23 Total liabilities (add lines 17 through 22)......... 258,572 253,633
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 797,791 807,554
29 Total net assets or fund balances (see instructions)..... 797,791 807,554
30 Total liabilities and net assets/fund balances (see instructions). 1,056,363 1,061,187
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
797,791
2
Enter amount from Part I, line 27a .....................
2
36,981
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
18,782
4
Add lines 1, 2, and 3 ..........................
4
853,554
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
46,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
807,554
Form 990-PF (2024)
Form 990-PF (2024)
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 SECURITIES P    
b
c
d
e
(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 38,954     38,954
b
c
d
e
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       38,954
b
c
d
e
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 38,954
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) 1 566
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........................... 3 566
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- ..... 5 566
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 6
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 572
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 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
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 2024 or the taxable year beginning in 2024? 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 arrowWOOSOXFOUNDATION.ORG
14
The books are in care ofright arrowCHARLES STEINBERG Telephone no.right arrow (508) 500-1000

Located atright arrow100 MADISON STREETWORCESTERMA ZIP+4right arrow01608
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 2024, 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 (2024)
Form 990-PF (2024)
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)
Yes
 
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
Yes
 
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CHARLES STEINBERG PRESIDENT
10.00 		0 0 0
100 MADISON STREET
WORCESTER,MA01608
LARRY LUCCHINO DIRECTOR (DEC. 4/2/24)
0.50 		0 0 0
100 MADISON STREET
WORCESTER,MA01608
MIKE TAMBURRO DIRECTOR
0.50 		0 0 0
100 MADISON STREET
WORCESTER,MA01608
JACK VERDUCCI DIRECTOR
0.50 		0 0 0
100 MADISON STREET
WORCESTER,MA01608
STEVE OLIVEIRA DIRECTOR (THROUGH 2/15/24)
0.50 		0 0 0
100 MADISON STREET
WORCESTER,MA01608
KIM MINER CLERK/DIRECTOR (THROUGH 2/15/24)
5.00 		0 0 0
100 MADISON STREET
WORCESTER,MA01608
JOE BRADLEE DIRECTOR (THROUGH 2/15/24)
20.00 		0 0 0
100 MADISON STREET
WORCESTER,MA01608
CHIRAG MITHANI TREASURER (BEG. 2/15/24)
1.00 		0 0 0
100 MADISON STREET
WORCESTER,MA01608
PETER FREUND DIRECTOR (BEG. 2/15/24)
0.50 		0 0 0
100 MADISON STREET
WORCESTER,MA01608
JASON EMMETT TREASURER (TERM. 1/08/24)
20.00 		0 0 0
100 MADISON STREET
WORCESTER,MA01608
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 (2024)
Form 990-PF (2024)
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 50/50 RAFFLE: THE WOOSOX FOUNDATION TAKES PRIDE IN THIER PARTNERSHIPS WITH VARIOUS LOCAL AREA CHARITIES. OUR IN-GAME PROMOTION, 50/50 RAFFLE, SELLS RAFFLE TICKETS WEEKLY THROUGOUT POLAR PARK AND ONLINE UNTIL THE END OF EACH GAME. THE WINNING NUMBER IS ACCOUNCED AT 10AM ON MONDAY MORNINGS AND POSTED ALONG WITH THE OFFICIAL RULES. ONE LUCKY FAN WINS HALF OF THE PROCEEDS COLLECTED FROM THE RAFFLE. THE REMAINING FIFTY PERCENT OF THE MONEY RAISED FROM THIS PROMOTION WILL BENEFIT THE WOOSOX FOUNDATION. WE THANK OUR PARTNERS AS WELL AS OUR FANS FOR THEIR CONTINUOUS SUPPORT IN ALL WOOSOX COMMUNITY PROGRAMS. THE EXPENSE INCLUDE THE SOFTWARE NEEDED TO SELL AND MONITOR THE TICKETS. 58,965
2 HOLIDAY CARAVAN: THE WOOSOX FOUNDATION HOLIDAY CARAVAN SPREADS JOY AROUND CENTRAL MASSACHUSETTS. THE CARAVAN, FUNDED BY GENEROUS DONORS FROM OUR COMMUNITY, TRAVELS TO DIFFERENT COMMUNITIES AND PLACES DELIVERING GOODS TO THE PEOPLE. THE HOLIDAY CARAVAN HAS HELPED SERVE BREAKFAST TO THOSE IN NEED IN THE CANAL DISTRICT, HELPED DELIVER TOILETRIES AND HOUSEHOLD SUPPLIES TO A SHELTER IN WORCESTER, AND PROVIDED BOARD GAMES, BOOKS AND ARTS & CRAFTS TO CHILDREN AT UMASS MEMORIAL CHILDREN'S MEDICAL CENTER, TO NAME A FEW. WE THANK ALL THE GENEROUS DONORS THAT HAVE HELPED TO MAKE THIS POSSIBLE. THE EXPENSES INCLUDE THE COSTS OF OPERATING THE CARAVAN ALONG WITH THE GOODS AND PRODUCTS THAT ARE PROVIDED DURING EACH TRIP. 1,650
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 (2024)
Form 990-PF (2024)
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
163,984
b
Average of monthly cash balances.......................
1b
479,238
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
643,222
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
643,222
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
9,648
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
633,574
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
31,679
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
31,679
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
566
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
566
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
31,113
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
31,113
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
31,113
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
319,547
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
319,547
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 31,113
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 55,750
c From 2021...... 151,794
d From 2022...... 275,908
e From 2023...... 546,016
f Total of lines 3a through e ........ 1,029,468
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 319,547
a Applied to 2023, 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 2024 distributable amount..... 31,113
e Remaining amount distributed out of corpus 288,434
5 Excess distributions carryover applied to 2024. 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 1,317,902
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,317,902
10 Analysis of line 9:
a Excess from 2020.... 55,750
b Excess from 2021.... 151,794
c Excess from 2022.... 275,908
d Excess from 2023.... 546,016
e Excess from 2024.... 288,434
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

365Z FOUNDATION INC

907 PLEASANT STREET
WORCESTER,MA01602 		  PC ORGANIZATION SUPPORT 1,000

AIDS PROJECT WORCESTER INC

165 SOUTHBRIDGE STREET
WORCESTER,MA01608 		  PC ORGAIZATION SUPPORT 500

ADELANTE WORCESTER

52 COLBY AVENUE
WORCESTER,MA01605 		  PC ORGANIZATION SUPPORT 185

ADULT & TEEN CHALLENGE MASSACHUSETTS

81 CHATHAM ST
WORCESTER,MA01609 		  PC ORGANIZATION SUPPORT 700

ADVOCATES INC

1881 WORCESTER RD
FRAMINGHAM,MA01701 		  PC ORGANIZATION SUPPORT 500

AFRICAN COMMUNITY EDUCATION

51 GAGE STREET
WORCESTER,MA01605 		  PC ORGANIZATION SUPPORT 159

ASTHMA & ALLERGY FOUNDATION OF AMERICA NEW ENGLAND CHAPTER

25 BRAINTREE HILL OFFICE PARK SUITE
200
BRAINTREE,MA02184 		  PC ORGANIZATION SUPPORT 625

AUTUMNFEST

PO BOX 1052
WOONSOCKET,RI02895 		  PC ORGANIZATION SUPPORT 100

BEST BUDDIES MA & RI

529 MAIN STREET STE 202
BOSTON,MA02129 		  PC ORGANIZATION SUPPORT 1,000

BIG BROTHERS BIG SISTERS OF CENTRAL MASSACHUSETTS

18 CHESTNUT STREET SUITE 530
WORCESTER,MA01608 		  PC ORGANIZATION SUPPORT 1,000

BOB WOODRUFF FOUNDATION

4628 VERNON BLVD 531
LONG ISLAND CITY,NY11101 		  PC ORGANIZATION SUPPORT 1,000

CATHOLIC CHARITIES DIOCESE OF WORCESTER

10 HAMMOND STREET
WORCESTER,MA01610 		  EO ORGANIZATION SUPPORT 250

BOYS AND GIRLS CLUB OF WORCESTER

65 TAINTER ST
WORCESTER,MA01610 		  PC ORGANIZATION SUPPORT 2,000

CASA PROJECT INC

100 GROVE STREET NO 403
WORCESTER,MA01605 		  PC ORGANIZATION SUPPORT 1,000

CENTRAL MASSACHUSETTS AGENCY ON AGING INC

330 SOUTHWEST CUTOFF SUITE 203
WORCESTER,MA01604 		  PC ORGANIZATION SUPPORT 500

CENTRO LAS AMERICAS INC

11 SYCAMORE STREET
WORCESTER,MA01608 		  PC ORGANIZATION SUPPORT 1,350

DANA-FARBER CANCER INSTITUTE INC

10 BROOKLINE PLACE WEST 6TH FLOOR
BROOKLINE,MA02445 		  PC ORGANIZATION SUPPORT 6,200

DOWNTOWN WOONSOCKET COLLABORATIVE

126 ESTES
WOONSOCKET,RI02895 		  EO ORGANIZATION SUPPORT 100

DRESS FOR SUCCESS WORCESTER INC

120 STAFFORD STREET
WORCESTER,MA01603 		  PC ORGANIZATION SUPPORT 500

FONTAINE COMMUNITY FOUNDATION INC

12 EAST WORCESTER STREET
WORCESTER,MA01604 		  PC ORGANIZATION SUPPORT 2,250

FRIENDLY HOUSE INC

91 JUNE ST
WORCESTER,MA01602 		  PC ORGANIZATION SUPPORT 800

GIRLS INCORPORATED OF WORCESTER

125 PROVIDENCE ST
WORCESTER,MA01604 		  PC ORGANIZATION SUPPORT 1,000

HAWAH V KAMARA CHILDREN'S FOUNDATION INC

44 PORTLAND STREET
WORCESTER,MA01608 		  PC ORGANIZATION SUPPORT 400

HEART OF NEW ENGLAND COUNCIL BSA INC

394 PLEASANTDALE RD
RUTLAND,MA01543 		  PC ORGANIZATION SUPPORT 1,250

INDIA SOCIETY OF WORCESTER INC

152 MAIN STREET
SHREWSBURY,MA01545 		  PC ORGANIZATION SUPPORT 138

JUNIPER OUTREACH FOUNDATION

PO BOX 91
PAXTON,MA01612 		  PC ORGANIZATION SUPPORT 200

LATIN AMERICAN BUSINESS ORGANIZATION (LABO)

33 HIGHLAND STREET
WORCESTER,MA01609 		  PC ORGANIZATION SUPPORT 2,000

MAKE AN IMPACT FOUNDATION INC

215 SOUTH MAIN STREET
DAVIDSON,NC28036 		  PC ORGANIZATION SUPPORT 5,000

MAIN SOUTH BUSINESS ASSOCIATION CORP

875R MAIN STREET
WORCESTER,MA01610 		  EO ORGANIZATION SUPPORT 250

MARY BETH BENISON FOUNDATION

PO BOX 160
HOLDEN,MA01520 		  PC ORGANIZATION SUPPORT 250

MASSACHUSETTS ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN

100 CAMBRIDGE STREET
BOSTON,MA02114 		  PC ORGANIZATION SUPPORT 200

MASSACHUSETTS ORGANIZATION OF AFRICAN DESCENDANTS

4E CENTRAL STREET
WORCESTER,MA01613 		  PC ORGANIZATION SUPPORT 500

METROWEST YMCA

280 OLD CONNECTICUT PATH
FRAMINGHAM,MA01701 		  PC ORGANIZATION SUPPORT 250

NEADS INC

305 REDEMPTION ROCK TRAIL SOUTH
PRINCETON,MA01541 		  PC ORGANIZATION SUPPORT 150

NORTHERN RHODE ISLAND CHAMBER OF COMMERCE

6 BLACKSTONE VALLEY PL BUILDING 402
LINCOLN,RI02865 		  PC ORGANIZATION SUPPORT 150

NEXT LEVEL DISASTER RELIEF

5534 OLD PARK ROAD
IRON STATION,NC28080 		  PC ORGANIZATION SUPPORT 500

OFFICER RONALD TARENTINO JR CHARITABLE FUND

5 HEMLOCK STREET
LEICESTER,MA01524 		  PC ORGANIZATION SUPPORT 300

OPERATING ENGINEERS LOCAL 4 CHARITABLE FOUNDATION INC

16 TROTTER DRIVE
MEDWAY,MA02053 		  PC ORGANIZATION SUPPORT 900

OUR BRIGHT FUTURE

32 EEVRETT ST
SOUTHBRIDGE,MA01550 		  PC ORGANIZATION SUPPORT 100

OPPORTUNITY COMMUNITY CONNECTION

1082 DAVOL STREET
FALL RIVER,MA02720 		  PC ORGANIZATION SUPPORT 275

PEDRO MARTINEZ FOUNDATION

PO BOX 990045
BOSTON,MA02199 		  PC ORGANIZATION SUPPORT 1,980

PRESERVATION WORCESTER

10 CEDAR ST
WORCESTER,MA01609 		  PC ORGANIZATION SUPPORT 500

QUINSIGAMOND COMMUNITY COLLEGE

670 W BOYLSTON STREET
WORCESTER,MA01606 		  EO ORGANIZATION SUPPORT 125

RHODE ISLAND HOSPITAL FOUNDATION

167 POINT STREET
PROVIDENCE,RI02903 		  PC ORGANIZATION SUPPORT 800

RELIANT FOUNDATION

311 MAIN STREET
WORCESTER,MA01608 		  PC ORGANIZATION SUPPORT 1,000

ROBERTO CLEMENTE FOUNDATION CORP

PO BOX 30110
SAN JUAN,PR00929 		  PC ORGANIZATION SUPPORT 2,100

SAMARITANS INC

41 WEST STREET
BOSTON,MA02111 		  PC ORGANIZATION SUPPORT 190

SEVEN HILLS FOUNDATION

81 HOPE STREET
WORCESTER,MA01603 		  PC ORGANIZATION SUPPORT 3,800

SENIOR CONNECTION INC

330 SW CUTOFF
WORCESTER,MA01604 		  PB ORGANIZATION SUPPORT 1,000

ST JOHN'S FOOD FOR THE POOR PROGRAM

20 TEMPLE ST
WORCESTER,MA01604 		  PC ORGANIZATION SUPPORT 250

THE ANGEL FUND FOR ALS RESEARCH

649 MAIN STREET
WAKEFIELD,MA01880 		  PC ORGANIZATION SUPPORT 1,000

THE FOUNDATION TO BE NAMED LATER

133 FEDERAL ST SUITE 802
BOSTON,MA02110 		  PC ORGANIZATION SUPPORT 500

THE JOEY O'DONNELL FOUNDATION

101 HUNTINGTON AVE SUITE 515
BOSTON,MA02199 		  PC ORGANIZATION SUPPORT 1,000

THE UXBRIDGE ELDERLY CONNECTION

36 SOUTH MAIN STREET
UXBRIDGE,MA01569 		  PC ORGANIZATION SUPPORT 400

THE NEW ENGLAND CENTER FOR CHILDREN INC

33 TURNPIKE ROAD
SOUTHBOROUGH,MA01772 		  PC ORGANIZATION SUPPORT 1,000

THE SHINE INITIATIVE

44 PORTLAND STREET
WORCESTER,MA01608 		  PC ORGANIZATION SUPPORT 1,000

THE TORCH FOUNDATION INC

22647 VENTURA BLVD 629
WOODLAND HILLS,CA91364 		  PC ORGANIZATION SUPPORT 500

THE SPORTS MUSEUM OF NEW ENGAND

100 LEGENDS WAY 200
BOSTON,MA02114 		  PC ORGANIZATION SUPPORT 800

THE WELLSTORM INC

24 ASHLAND AVENUE
SOUTHBRIDGE,MA01550 		  PC ORGANIZATION SUPPORT 180

THE WORCESTER EDUCATIONAL DEVELOPMENT FOUNDATION INC

210 PARK AVENUE
WORCESTER,MA01609 		  PC ORGANIZATION SUPPORT 500

UMASS MEMORIAL HEALTH

365 PLANTATION STREET SUITE 300
WORCESTER,MA01605 		  EO ORGANIZATION SUPPORT 46,288

UNITED WAY OF CENTRAL MASSACHUSETTS INC

18 CHESTNUT STREET SUITE 530
WORCESTER,MA016081557 		  PC ORGANIZATION SUPPORT 2,500

VETERANS INC

69 GROVE STREET
WORCESTER,MA01605 		  PC ORGANIZATION SUPPORT 1,250

VETERANS LEGAL SERVICES

PO BOX 8457
BOSTON,MA02114 		  PC ORGANIZATION SUPPORT 1,000

WHITIN COMMUNITY CENTER

60 MAIN STREET
WHITINSVILLE,MA01588 		  PC ORGANIZATION SUPPORT 1,000

WORCESTER HISTORICAL MUSEUM

30 ELM STREET
WORCESTER,MA01609 		  PC ORGANIZATION SUPPORT 2,000

WORCESTER COUNTY ST PATRICK'S PARADE COMMITTEE INC

PO BOX 20708
WORCESTER,MA01602 		  PC ORGANIZATION SUPPORT 300

WORCESTER CARIBBEAN AMERICAN CARNIVAL ASSOCIATION

340 MAIN STREET STE 400
WORCESTER,MA01608 		  PC ORGANIZATION SUPPORT 375

WORCESTER COUNTY RESERVE DEPUTY CHARITABLE FOUNDATION INC

240 MAIN STREET
WORCESTER,MA01608 		  PC ORGANIZATION SUPPORT 1,000

WORCESTER HIBERNIAN CULTURAL FOUNDATION INC

19 TEMPLE STREET
WORCESTER,MA01604 		  PC ORGANIZATION SUPPORT 250

WORCESTER HISTORICAL FIRE SOCIETY

141 GROVE STREET
WORCESTER,MA01605 		  PC ORGANIZATION SUPPORT 500

WORCESTER LIONS CLUB

56 BLACKSTONE RIVER ROAD
WORCESTER,MA01607 		  PC ORGANIZATION SUPPORT 125

WORCESTER PUBLIC LIBRARY FOUNDATION

3 SALEM SQUARE
WORCESTER,MA01608 		  PC ORGANIZATION SUPPORT 800

WORKING FOR WORCESTER

1 COLLEGE STREET BOX 1202
WORCESTER,MA01610 		  PC ORGANIZATION SUPPORT 500

YMCA OF PAWTUCKET INC

8 SUMMER STREET LOWER LEVEL
PAWTUCKET,RI02860 		  PC ORGANIZATION SUPPORT 1,000

YMCA CENTRAL MASSACHUSETTS

766 MAIN STREET
WORCESTER,MA01610 		  PC ORGANIZATION SUPPORT 10,000

RFK COMMUNITY ALLIANCE

971 MAIN STREET
LANCASTER,MA01523 		  PC ORGANIZATION SUPPORT 104
Total .................................right arrow 3a 123,149
bApproved for future payment
SARAH ARROYO RIVERA

87 MURRAY AVE APT 11
WORCESTER,MA01610 		NONE I SCHOLARSHIP - TO BE PAID OUT IN FUTURE 10,000
JAMY FAUSTIN

100 BLACKSTONE RIVER RD
WORCESTER,MA01607 		NONE I SCHOLARSHIP - TO BE PAID OUT IN FUTURE 10,000
ROHULLAH AMAN

20 ALPINE STREET APT 1
WORCESTER,MA01610 		NONE I SCHOLARSHIP - TO BE PAID OUT IN FUTURE 10,000
ETHAN TRAN

22 CATALPA STREET
WORCESTER,MA01603 		NONE I SCHOLARSHIP - TO BE PAID OUT IN FUTURE 10,000
Total ................................. right arrow 3b 40,000
Form 990-PF (2024)
Form 990-PF (2024)
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 1,743  
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 ............ 		    01 38,954  
9 Net income or (loss) from special events:         298,491
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 40,697 298,491
13Total. Add line 12, columns (b), (d), and (e)..................
13
339,188
(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.)
9 VARIOUS FUNDRAISERS ARE HELD THROUGHOUT THE YEAR TO HELP SUPPORT
9 THE CONTINUING COMMUNITY OUTREACH AND OTHER WORTHY CAUSES
9 THAT ARE RELATED TO THE ORGANIZATION'S CHARITABLE MISSION
Form 990-PF (2024)
Form 990-PF (2024)
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)
Yes
 
(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
1b(5) 57,252 WORCESTER RED SOX BASEBALL CLUB LLC INTERCOMPANY PAYMENT DUE TO WORCESTER RED SOX BASEBALL CLUB, LLC - BEGINNING BALANCE OF $57,252 WAS PAID IN FULL DURING THE 2024 CALENDAR YEAR BY THE FOUNDATION.
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
WOOSOX FOUNDATION INC
 
Employer identification number

84-4493547
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
WOOSOX FOUNDATION INC
  		Employer identification number
84-4493547
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ALAN AND CORINNE SWOFF CHARITABLE FOUNDATION
 
9 WESSON TER
 
NORTHBOROUGH, MA01532

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
THE HANOVER INSURANCE COMPANY
 
440 LINCOLN STREET
 
WORCESTER, MA01653

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
CARR FINANCIAL GROUP
 
20 PARK AVENUE
 
WORCESTER, MA01605

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
ASSUMPTION UNIVERSITY
 
500 SALISBURY STREET
 
WORCESTER, MA01609

$ 7,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
WOOSOX FOUNDATION INC
  		Employer identification number

84-4493547
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
WOOSOX FOUNDATION INC
  		Employer identification number

84-4493547
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
WOOSOX FOUNDATION INC
EIN:
84-4493547
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING, LEGAL & PROFESSIONAL FEES 14,442 0 14,442 0

TY 2024 InvestmentsCorpStockSchedule
Name:
WOOSOX FOUNDATION INC
EIN:
84-4493547
Name of Stock End of Year Book Value End of Year Fair Market Value
INVESTMENT FUND 201,290 201,290

TY 2024 LegalFeesSchedule
Name:
WOOSOX FOUNDATION INC
EIN:
84-4493547
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL & PROFESSIONAL SERVICES 867 0 867 0


TY 2024 OtherAssetsSchedule
Name:
WOOSOX FOUNDATION INC
EIN:
84-4493547
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
UNDEPOSITED FUNDS 500 24,888 24,888
DUE FROM WRSBC 0 22,590 22,590


TY 2024 OtherDecreasesSchedule
Name:
WOOSOX FOUNDATION INC
EIN:
84-4493547
Description Amount
PRIOR YEAR RESTRICTED SCHOLARSHIP ADJUSTMENT 46,000


TY 2024 OtherExpensesSchedule
Name:
WOOSOX FOUNDATION INC
EIN:
84-4493547
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OPERATIONS/MISCELLANEOUS 27,590 0 27,590 0
OTHER PROGRAM EXPENSES 137,432 0 0 137,432
INSURANCE 922 0 922 0
50/50 RAFFLE 58,966 0 0 58,966


TY 2024 OtherIncomeSchedule2
Name:
WOOSOX FOUNDATION INC
EIN:
84-4493547
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 385,602   385,602


TY 2024 OtherIncreasesSchedule
Name:
WOOSOX FOUNDATION INC
EIN:
84-4493547
Description Amount
PRIOR YEAR ADJUSTMENT - INVESTMENT INCOME 18,782


TY 2024 OtherLiabilitiesSchedule
Name:
WOOSOX FOUNDATION INC
EIN:
84-4493547
Description Beginning of Year - Book Value End of Year - Book Value
SCHOLARSHIPS PAYABLE 87,000 179,000
DUE TO WRSBC 57,252 0


TY 2024 TaxesSchedule
Name:
WOOSOX FOUNDATION INC
EIN:
84-4493547
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES & LICENSES 18,259 0 18,259 0