TY 2024 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) RICHARD SUMBERG...................................................................... CHAIRMAN OF THE BOARD	2.00 .................	X	X
(2) ROBERT GORE...................................................................... CHAIR OF GOVERNANCE	1.00 .................	X	X
(3) JONATHAN PAYSON...................................................................... CHAIR OF INVESTMENT	1.00 .................	X	X
(4) ANA COLMENERO...................................................................... VICE CHAIR	1.00 .................	X	X
(5) ALLAN HUNTLEY...................................................................... TREASURER	1.00 .................	X	X
(6) ROBERT GOLDMAN...................................................................... CLERK	1.00 .................	X	X
(7) RICHARD YAGJIAN...................................................................... TRUSTEE	1.00 .................	X
(8) BENJAMIN LANGILLE...................................................................... TRUSTEE	1.00 .................	X
(9) JOHN COLUCCI...................................................................... TRUSTEE	1.00 .................	X
(10) CHRISTINE ORTIZ...................................................................... TRUSTEE	1.00 .................	X
(11) PAMELA SCOTT...................................................................... TRUSTEE	1.00 .................	X
(12) AMY KINGMAN...................................................................... TRUSTEE	1.00 .................	X
(13) DEAN MARSH...................................................................... TRUSTEE	1.00 .................	X
(14) LANE GLENN...................................................................... TRUSTEE	1.00 .................	X
(15) CHARLTON REYNDERS...................................................................... TRUSTEE	1.00 .................	X
(16) LUIS ROMAN...................................................................... TRUSTEE	1.00 .................	X
(17) DONEECA THURSTON-CHAVEZ...................................................................... TRUSTEE	1.00 .................	X

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public
Inspection

Name of the organization

ESSEX COUNTY COMMUNITY FOUNDATION INC

Employer identification number

04-3407816

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2024

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	12,947,079	14,427,769	10,139,947	11,962,146	19,338,087	68,815,028
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	12,947,079	14,427,769	10,139,947	11,962,146	19,338,087	68,815,028
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..						1,869,484
6	Public support. Subtract line 5 from line 4.						66,945,544

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
7	Amounts from line 4..	12,947,079	14,427,769	10,139,947	11,962,146	19,338,087	68,815,028
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	1,716,037	1,993,842	2,629,892	3,553,151	3,763,843	13,656,765
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10						82,471,793

Gross receipts from related activities, etc. (see instructions) ..................

2,467,828

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 6, column (f) divided by line 11, column (f)) .........

81.170 %

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

82.830 %

16a

33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2024

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2024

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2024

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2024

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2024

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2024 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

Name of the organization

ESSEX COUNTY COMMUNITY FOUNDATION INC

Employer identification number

04-3407816

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 ESSEX COUNTY COMMUNITY FOUNDATION INC

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
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (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 ESSEX COUNTY COMMUNITY FOUNDATION INC		Employer identification number 04-3407816

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 ESSEX COUNTY COMMUNITY FOUNDATION INC			Employer identification number 04-3407816
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

(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

(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

(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

(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:

- TIN:

SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow

Complete if the organization is described below. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

ESSEX COUNTY COMMUNITY FOUNDATION INC

Employer identification number

04-3407816

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ right arrow

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... right arrow

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990.

Cat. No. 50084S

Schedule C (Form 990) 2024

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check right arrow

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check right arrow

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(a) Filing organization's totals	(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................	0
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................	0
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................	0
d	Other exempt purpose expenditures ...............................................................................	18,354,822
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................	18,354,822
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.	1,000,000
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................	250,000
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................	0
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................	0
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................		Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2021	(b) 2022	(c) 2023	(d) 2024	(e) Total

2a	Lobbying nontaxable amount	1,000,000	1,000,000	1,000,000	1,000,000	4,000,000

b	Lobbying ceiling amount (150% of line 2a, column(e))					6,000,000

c	Total lobbying expenditures

d	Grassroots nontaxable amount	250,000	250,000	250,000	250,000	1,000,000

e	Grassroots ceiling amount (150% of line 2d, column (e))					1,500,000

f	Grassroots lobbying expenditures

Schedule C (Form 990) 2024

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation

Schedule C (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

ESSEX COUNTY COMMUNITY FOUNDATION INC

Employer identification number

04-3407816

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........	159	64
2	Aggregate value of contributions to (during year)	13,326,672	2,127,520
3	Aggregate value of grants from (during year)	6,849,685	4,531,628
4	Aggregate value at end of year ........	54,208,419	15,966,856

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	25,611,328	23,819,226	22,286,942	26,640,252	21,565,127
b	Contributions ...	416,429	451,974	742,461	903,050	904,229
c	Net investment earnings, gains, and losses	3,022,691	3,099,971	2,335,583	-3,500,248	5,663,376
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	1,747,978	1,759,843	1,545,760	1,756,112	1,492,480
f	Administrative expenses ....
g	End of year balance ......	27,302,470	25,611,328	23,819,226	22,286,942	26,640,252

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

67.570 %

Permanent endowment right arrow

21.050 %

Term endowment right arrow

11.380 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....	153,000	32,448	120,552
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				120,552

Schedule D (Form 990) (Rev. 1-2025)

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
AGENCY ENDOWMENT FUNDS	25,358,612
OPERATING LEASE LIABILITY	909,593







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	26,268,205
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) (Rev. 1-2025)

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference

Explanation

PART X, LINE 2:

THE FOUNDATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE CONSOLIDATED FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS AT JUNE 30, 2025. THE FOUNDATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

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SCHEDULE F(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right arrow

Attach to Form 990. Right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization
ESSEX COUNTY COMMUNITY FOUNDATION INC

Employer identification number

04-3407816

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(f) Total expenditures for and investments in the region
	EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM	0	0	GRANTS TO ORGANIZATION	35,000
















3a	Sub-total ....	0	0		35,000
b	Total from continuation sheets to Part I ...	0	0		0
c	Totals (add lines 3a and 3b)	0	0		35,000

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) (Rev. 1-2025)

Schedule F (Form 990) (Rev. 1-2025)

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of noncash assistance
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM	HELP POLISH SOCIETY IN FINDING SOLUTIONS TO COMPLEX ENVIRONMENTAL ISSUES.	35,000	WIRE TRANSFER	0

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......
3	Enter total number of other organizations or entities .......................	1

Schedule F (Form 990) (Rev. 1-2025)

Schedule F (Form 990) (Rev. 1-2025)Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance		(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(f) Amount of noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) (Rev. 1-2025)

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) (Rev. 1-2025)

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation

Schedule F (Form 990) (Rev. 1-2025)

Additional Data

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SCHEDULE G (Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization
ESSEX COUNTY COMMUNITY FOUNDATION INC

Employer identification number

04-3407816

Part I

Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

YesNo

If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990) (Rev. 1-2025)

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 BLUEFIN BLOWOUT (event type)	(b) Event #2 THE FUND FOR THE FOUNDATION - IFT (event type)	(c) Other events 3 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	926,452	106,801	144,129	1,177,382
2	Less: Contributions . . . .	380,413	52,500	52,176	485,089
3	Gross income (line 1 minus line 2) . . . . . .	546,039	54,301	91,953	692,293

4	Cash prizes . . . . .	145,000			145,000
5	Noncash prizes . . . .
6	Rent/facility costs . . . .	13,440			13,440
7	Food and beverages . . .	113,674	9,333	47,704	170,711
8	Entertainment . . . .	32,310	2,260	1,625	36,195
9	Other direct expenses . . .	117,836	61,312	19,830	198,978
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .				564,324
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .				127,969

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990) (Rev. 1-2025)

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990) (Rev. 1-2025)

Additional Data

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Schedule I
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
ESSEX COUNTY COMMUNITY FOUNDATION INC

Employer identification number
04-3407816

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) ROOT NS INC 35 CONGRESS STREET SUITE 2350 SALEM,MA01970	47-5454938	501C3	576,250	OTHER
(2) CITY OF SALEM SALEM CITY HALL SALEM,MA01970		GOV	561,569	OTHER
(3) THE COMMUNITY GROUP INC 190 HAMPSHIRE STREET LAWRENCE,MA01840	04-2473133	501C3	409,393	EDUCATION AND YOUTH DEVELOPMENT
(4) ALZHEIMER'S ASSOCIATION 320 NEVADA STREET SUITE 201 NEWTON,MA02460	13-3039601	501C3	382,200	HEALTH AND MENTAL HEALTH
(5) WELLSPRING HOUSE INC 302 ESSEX AVENUE GLOUCESTER,MA01930	04-2735048	501C3	314,500	COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
(6) CAPE ANN MUSEUM INC 27 PLEASANT STREET GLOUCESTER,MA019305909	04-2143545	501C3	308,896	ARTS AND CULTURE
(7) GREATER LAWRENCE COMMUNITY ACTION COUNCIL INC ATTN DEVELOPMENT OFFICE LAWRENCE,MA01840	04-2397449	501C3	246,852	COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
(8) GROUNDWORK LAWRENCE 50 ISLAND STREET SUITE 101 ENTRANCE B LAWRENCE,MA01840	04-3546770	501C3	246,193	EDUCATION AND YOUTH DEVELOPMENT
(9) LEADS INC PO BOX 1531 LAWRENCE,MA01840	87-1328553	501C3	228,000	OTHER
(10) BOSTON MEDFLIGHT 150 HANSCOM DRIVE BEDFORD,MA01730	22-2582060	501C3	205,132	OTHER
(11) BOSTON UNIVERSITY PO BOX 23656 NEW YORK,NY100873656	04-2103547	501C3	200,000	OTHER
(12) ANDOVER COMMUNITY TRUST PO BOX 5038 ANDOVER,MA01810	04-3159877	501C3	182,052	OTHER
(13) ESSEX NORTH SHORE AGRICULTURAL & TECHNICAL SCHOOL 565 MAPLE STREET HATHORNE,MA01937	27-1237978	501C3	181,046	OTHER
(14) HARVEY GIRLS INC 184 PLEASANT VALLEY STREET STE 2-201 METHUEN,MA01844	47-3237138	501C3	170,877	OTHER
(15) PEABODY ESSEX MUSEUM 161 ESSEX STREET SALEM,MA01970	04-3157815	501C3	158,500	ARTS AND CULTURE
(16) GLOUCESTER LYCEUM AND SAWYER FREE LIBRARY 2 DALE AVENUE GLOUCESTER,MA01930	04-2173047	501C3	155,500	OTHER
(17) NORTH SHORE COMMUNITY COLLEGE 1 FERNCROFT ROAD DANVERS,MA01923	22-2485476	501C3	150,000	EDUCATION AND YOUTH DEVELOPMENT
(18) LAWRENCE COMMUNITY WORKS INC 168 NEWBURY STREET LAWRENCE,MA01841	04-2982308	501C3	149,952	COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
(19) JEANNE GEIGER CRISIS CENTER 2 HARRIS STREET NEWBURYPORT,MA01950	22-2474823	501C3	146,702	HEALTH AND MENTAL HEALTH
(20) GREATER LAWRENCE FAMILY HEALTH CENTER INC ATTN MS LAURA BURNS ADVANCEMENT OFFICE METHUEN,MA01844	04-2708824	501C3	141,096	HEALTH AND MENTAL HEALTH
(21) PINGREE SCHOOL INC 537 HIGHLAND STREET SOUTH HAMILTON,MA01982	04-2279977	501C3	139,250	EDUCATION AND YOUTH DEVELOPMENT
(22) HARVARD CORPORATION 86 BRATTLE STREET CAMBRIDGE,MA02138	04-2103580	501C3	139,000	EDUCATION AND YOUTH DEVELOPMENT
(23) CITY OF HAVERHILL 4 SUMMER STREET CITY HALL ROOM 309 HAVERHILL,MA01830		GOV	138,012	OTHER
(24) SI SE PUEDE 131 MAIN STREET PO BOX 53 NORTH ANDOVER,MA01845	22-2632181	501C3	136,631	EDUCATION AND YOUTH DEVELOPMENT
(25) NORTH SHORE COMMUNITY DEVELOPMENT COALITION INC 96 LAFAYETTE STREET 2ND FLOOR SALEM,MA01970	04-2686893	501C3	133,250	HOUSING AND FOOD SECURITY
(26) PATHWAYS FOR CHILDREN INC 29 EMERSON AVENUE GLOUCESTER,MA019302660	04-2694002	501C3	132,042	EDUCATION AND YOUTH DEVELOPMENT
(27) TUFTS MEDICAL CENTER PARENT INC 800 WASHINGTON STREET 231 BOSTON,MA02111	04-2810022	501C3	125,000	HEALTH AND MENTAL HEALTH
(28) NORTH SHORE WORKERS COMMUNITY FUND INC DBA NEW LYNN COALITION 112 EXCHANGE STREET LYNN,MA01901	38-3851441	501C3	120,000	OTHER
(29) BACKYARD GROWERS 103R MAPLEWOOD AVENUE GLOUCESTER,MA01930	47-1553021	501C3	114,000	ENVIRONMENT AND CLIMATE RESILIENCE
(30) ST JOHN'S PREPARATORY SCHOOL 72 SPRING STREET DANVERS,MA01923	04-2104875	501C3	114,000	EDUCATION AND YOUTH DEVELOPMENT
(31) BEYOND SOCCER INC 280 MERRIMACK STREET SUITE 311 LAWRENCE,MA01843	45-0648718	501C3	111,851	EDUCATION AND YOUTH DEVELOPMENT
(32) COR UNUM MEAL CENTER 118 SOUTH BROADWAY LAWRENCE,MA01843	53-0196617	501C3	107,982	OTHER
(33) MASS GENERAL HOSPITAL 100 CAMBRIDGE STREET SUITE 1310 BOSTON,MA02114	04-3230035	501C3	107,500	HEALTH AND MENTAL HEALTH
(34) THE OPEN DOOR 28 EMERSON AVENUE GLOUCESTER,MA019302555	22-2513482	501C3	105,100	OTHER
(35) CITIZENS INN INC 81 MAIN STREET PEABODY,MA01960	22-2540856	501C3	100,750	HOUSING AND FOOD SECURITY
(36) OCEAN RIVER INSTITUTE 12 ELIOT STREET CAMBRIDGE,MA02138	20-8273235	501C3	100,000	ENVIRONMENT AND CLIMATE RESILIENCE
(37) YALE UNIVERSITY PO BOX 208232 NEW HAVEN,CT065208232	06-0646973	501C3	100,000	OTHER
(38) ANDOVER PUBLIC SCHOOLS 36R BARTLET STREET ANDOVER,MA01810		GOV	93,623	EDUCATION AND YOUTH DEVELOPMENT
(39) WAYSTONE HEALTH AND HUMAN SERVICES 439 SOUTH UNION STREET NO 401 LAWRENCE,MA01843	04-2499679	501C3	90,526	OTHER
(40) PLUMMER YOUTH PROMISE 37 WINTER ISLAND ROAD SALEM,MA01970	04-2104844	501C3	87,350	EDUCATION AND YOUTH DEVELOPMENT
(41) ESPERANZA ACADEMY INC 198 GARDEN STREET LAWRENCE,MA01840	72-1722348	501C3	86,851	EDUCATION AND YOUTH DEVELOPMENT
(42) GLOUCESTER MARINE GENOMICS INSTITUTE 417 MAIN STREET GLOUCESTER,MA01930	46-3020006	501C3	86,333	OTHER
(43) BOYS & GIRLS CLUB OF LAWRENCE 136 WATER STREET LAWRENCE,MA018414722	04-2104377	501C3	82,175	EDUCATION AND YOUTH DEVELOPMENT
(44) ESSEX COUNTY GREENBELT ASSOCIATION INC 82 EASTERN AVENUE ESSEX,MA019291329	04-2664297	501C3	81,773	ENVIRONMENT AND CLIMATE RESILIENCE
(45) TRUSTEES OF THE HAVERHILL PUBLIC LIBRARY 99 MAIN STREET HAVERHILL,MA018305044	04-6047497	501C3	80,661	OTHER
(46) ST MARY'S LYNN 35 TREMONT STREET LYNN,MA01902		501C3	80,250	OTHER
(47) HEALING ABUSE WORKING FOR CHANGE (HAWC) 27 CONGRESS STREET SUITE 204 SALEM,MA01970	04-2655367	501C3	80,000	HEALTH AND MENTAL HEALTH
(48) THE HAVEN PROJECT 57 MUNROE STREET LYNN,MA01901	45-3797693	501C3	79,500	OTHER
(49) TEK COLLABORATIVE 14 CEDAR STREET STUDIO 213 AMESBURY,MA01913	88-1212411	501C3	78,000	SCIENCE AND RESEARCH
(50) ROCKPORT MUSIC 16 MAIN STREET ROCKPORT,MA01966	22-2479696	501C3	76,100	ARTS AND CULTURE
(51) ENDICOTT COLLEGE 376 HALE STREET BEVERLY,MA01915	04-2103567	501C3	75,000	EDUCATION AND YOUTH DEVELOPMENT
(52) LEAP FOR EDUCATION INC 35 CONGRESS STREET SUITE 102 SALEM,MA01970	47-1445061	501C3	70,750	EDUCATION AND YOUTH DEVELOPMENT
(53) GREEN BEVERLY 100 CUMMINGS CENTER SUITE 350-E BEVERLY,MA01915	87-1173877	501C3	66,780	OTHER
(54) ELEVATED THOUGHT INC 15 UNION STREET SUITE 608 LAWRENCE,MA01840	27-3519031	501C3	65,000	ARTS AND CULTURE
(55) RAW ART WORKS 37 CENTRAL SQUARE LYNN,MA01901	22-2854850	501C3	63,750	ARTS AND CULTURE
(56) TRUSTEES OF PHILLIPS ACADEMY 180 MAIN STREET ANDOVER,MA01810	04-2103579	501C3	63,000	EDUCATION AND YOUTH DEVELOPMENT
(57) FRIENDS OF THE NORTH ANDOVER SENIOR CENTER PO BOX 661 NORTH ANDOVER,MA01845	58-2678514	501C3	61,267	OTHER
(58) STRAIGHT AHEAD MINISTRIES INC 791 MAIN STREET WORCESTER,MA01610	04-3103694	501C3	60,351	EDUCATION AND YOUTH DEVELOPMENT
(59) BEVERLY BOOTSTRAPS COMMUNITY SERVICES INC 35 PARK STREET BEVERLY,MA01915	04-3254507	501C3	59,023	COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
(60) SOUTH CHURCH IN ANDOVER 41 CENTRAL STREET ANDOVER,MA01810	13-1957221	501C3	56,175	OTHER
(61) THE GLOUCESTER FUND INC 44 1/2 MAIN STREET UNIT 1 GLOUCESTER,MA01930	04-3521016	501C3	55,000	OTHER
(62) YMCA OF METRO NORTH 2 CENTENNIAL DRIVE SUITE 390B PEABODY,MA01960	04-2105883	501C3	52,500	OTHER
(63) DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON,MA02215	04-2263040	501C3	52,250	OTHER
(64) CONNECTICUT CHILDREN'S MEDICAL CENTER 282 WASHINGTON STREET HARTFORD,CT061063322	22-2619869	501C3	50,000	HEALTH AND MENTAL HEALTH
(65) CULTIVATE PATHWAYS PO BOX 109 WALPOLE,MA02081	81-5089505	501C3	50,000	OTHER
(66) MACIR INC 175 MCCLELLAN HIGHWAY SUITE 5 EAST BOSTON,MA02128	82-3241846	501C3	50,000	OTHER
(67) MILTON ACADEMY 170 CENTRE STREET MILTON,MA02186	04-2103603	501C3	50,000	EDUCATION AND YOUTH DEVELOPMENT
(68) SHORE COUNTRY DAY SCHOOL 545 CABOT STREET BEVERLY,MA01915	04-2104926	501C3	50,000	EDUCATION AND YOUTH DEVELOPMENT
(69) VINFEN 950 CAMBRIDGE STREET CAMBRIDGE,MA02141	04-2632219	501C3	50,000	OTHER
(70) BROTHERS IN ARMS MEN'S SUPPORT CIRCLE 7 CYPRESS AVENUE METHUEN,MA01844	04-2104054	501C3	48,281	OTHER
(71) HARBORLIGHT HOMES 600 CUMMINGS CENTER SUITE 270X BEVERLY,MA01923	04-2313571	501C3	47,200	OTHER
(72) GUNSTON SCHOOL 911 GUNSTON ROAD CENTREVILLE,MD21617	52-0614282	501C3	45,000	OTHER
(73) WOMEN'S MONEY MATTERS 6 LIBERTY SQUARE NO 2697 BOSTON,MA02109	90-0688545	501C3	45,000	EDUCATION AND YOUTH DEVELOPMENT
(74) NEIGHBORS IN NEED PO BOX 447 LAWRENCE,MA01842	22-2481699	501C3	43,443	HOUSING AND FOOD SECURITY
(75) MERRIMACK VALLEY YMCA 280 MERRIMACK STREET SUITE 500 LAWRENCE,MA01843	04-2104378	501C3	40,140	EDUCATION AND YOUTH DEVELOPMENT
(76) FIRST BAPTIST CHURCH IN BEVERLY 221 CABOT STREET BEVERLY,MA01915	13-5563018	501C3	40,000	RELIGION
(77) NECTAR COMMUNITY INVESTMENTS INC 50 ISLAND STREET ENTRY B LAWRENCE,MA01840	04-3571892	501C3	40,000	OTHER
(78) ISSUE ONE 1401 K STREET NW SUITE 350 WASHINGTON,DC20005	32-0384285	501C3	35,000	OTHER
(79) PREP FOR PREP 328 WEST 71ST STREET NEW YORK,NY10023	13-2613383	501C3	34,352	OTHER
(80) LIFEBRIDGE NORTH SHORE LIFEBRIDGE DEVELOPMENT OFFICE SALEM,MA01970	20-4539306	501C3	34,250	HOUSING AND FOOD SECURITY
(81) ACORD FOOD PANTRY PO BOX 2203 SOUTH HAMILTON,MA01982	04-3253511	501C3	33,500	OTHER
(82) WALDORF SCHOOL AT MORAINE FARM 701 CABOT STREET BEVERLY,MA01915	04-2861201	501C3	32,600	OTHER
(83) NORTH END MUSIC AND PERFORMING ARTS CENTER (NEMPAC) 50 TILESTON STREET BOSTON,MA02113	04-3545228	501C3	31,250	OTHER
(84) CASA MARIPOSA 20 POND STREET MARBLEHEAD,MA01945	85-0586143	501C3	31,000	OTHER
(85) GLOUCESTER STAGE COMPANY 267 EAST MAIN STREET GLOUCESTER,MA01930	04-2485199	501C3	30,500	ARTS AND CULTURE
(86) BISHOP FEEHAN HIGH SCHOOL 70 HOLCOTT DRIVE ATTLEBORO,MA02703		GOV	30,000	OTHER
(87) COLUMBIA LAND CONSERVANCY 49 MAIN STREET CHATHAM,NY12037	22-2757332	501C3	30,000	OTHER
(88) HAVERHILL PUBLIC SCHOOL 137 MONUMENT STREET HAVERHILL,MA018322526	30-0796364	GOV	30,000	OTHER
(89) LYSOA INC 312 A UNION STREET LYNN,MA01901	45-1619271	501C3	30,000	OTHER
(90) OUR NEIGHBOR'S TABLE 145 MAIN STREET AMESBURY,MA01913	04-3153941	501C3	30,000	OTHER
(91) SEAGLASS VILLAGE 40 MONUMENT AVENUE SWAMPSCOTT,MA01907	85-3222603	501C3	30,000	OTHER
(92) CHANGE IS SIMPLE 100 CUMMINGS CENTER SUITE 227Q BEVERLY,MA019156241	45-1463482	501C3	29,770	OTHER
(93) NEW AMERICAN ASSOCIATION OF MASSACHUSETTS INC 330 LYNNWAY SUITE 302 LYNN,MA01901	04-3102943	501C3	29,500	HUMAN RIGHTS
(94) NORTH SHORE ALLIANCE OF GAY & LESBIAN YOUTH (NAGLY) 2 EAST INDIA SQUARE SUITE 121 SALEM,MA01970	04-3399331	501C3	29,500	EDUCATION AND YOUTH DEVELOPMENT
(95) FRIENDS OF MIDDLESEX FELLS RESERVATION INC 235 WEST FOSTER STREET MELROSE,MA02176	22-3278797	501C3	27,899	ENVIRONMENT AND CLIMATE RESILIENCE
(96) AARON'S PRESENTS 180 MAIN STREET ANDOVER,MA01810	46-4010444	501C3	27,200	OTHER
(97) PLANNED PARENTHOOD FEDERATION OF AMERICA 123 WILLIAM STREET FL 10 NEW YORK,NY10038	13-1644147	501C3	27,000	OTHER
(98) REFOREST THE TROPICS 28G COTTRELL STREET MYSTIC,CT06355	06-1449475	501C3	27,000	OTHER
(99) SALEM SOUND COASTWATCH 12 FEDERAL STREET SALEM,MA01970	04-3354518	501C3	25,500	ENVIRONMENT AND CLIMATE RESILIENCE
(100) BRIGHAM AND WOMEN'S HOSPITAL 263 HUNTINGTON AVENUE 318 BOSTON,MA02115	04-2312909	501C3	25,000	OTHER
(101) EQUAL JUSTICE INITIATIVE 122 COMMERCE STREET MONTGOMERY,AL36104	63-1135091	501C3	25,000	OTHER
(102) FAMILIES FOR DEPRESSION AWARENESS 391 TOTTEN POND ROAD SUITE 101 WALTHAM,MA02451	04-3546730	501C3	25,000	OTHER
(103) IMAGINE NORTH CAROLINA FIRST P O BOX 428 RALEIGH,NC27602	46-4006055	501C3	25,000	OTHER
(104) IMMIGRANT FAMILY SERVICES INSTITUTE 1626 BLUE HILL AVE MATTAPAN,MA02126	47-4400495	501C3	25,000	OTHER
(105) L'ARCHE BOSTON NORTH PO BOX 1177 HAVERHILL,MA01831	04-2774177	501C3	25,000	OTHER
(106) BEVERLY HIGH SCHOOL 100 SOHIER ROAD BEVERLY,MA01915		GOV	25,000	OTHER
(107) MVYOUTH PO BOX 65 CHILMARK,MA02535	46-5177674	501C3	25,000	OTHER
(108) NATIONAL IMMIGRATION LAW CENTER PO BOX 743013 LOS ANGELES,CA900743013	95-4539765	501C3	25,000	OTHER
(109) SELF ESTEEM BOSTON EDUCATION INSTITUTE INC PO BOX 301155 JAMAICA PLAIN,MA02130	04-3213321	501C3	25,000	OTHER
(110) SOUTHEAST LAND TRUST MATHEY CENTER AT BURLEY FARM EPPING,NH03042	02-0355374	501C3	25,000	OTHER
(111) SUNDANCE INSTITUTE PO BOX 684429 PARK CITY,UT84068	87-0361394	501C3	25,000	OTHER
(112) WOODWELL CLIMATE RESEARCH CENTER 149 WOODS HOLE ROAD FALMOUTH,MA025401644	04-3005094	501C3	25,000	OTHER
(113) NOTRE DAME CRISTO REY HIGH SCHOOL 203 LAWRENCE STREET METHUEN,MA01844	02-0296284	501C3	24,070	EDUCATION AND YOUTH DEVELOPMENT
(114) BLESSED STEPHEN BELLESINI O S A ACADEMY INC 94 BRADFORD STREET LAWRENCE,MA01842	04-3585445	501C3	24,000	EDUCATION AND YOUTH DEVELOPMENT
(115) CHALLENGE UNLIMITED AT IRONSTONE FARM 450 LOWELL STREET ANDOVER,MA01810	22-2478997	501C3	23,880	OTHER
(116) YMCA OF THE NORTH SHORE INC 200 CUMMINGS CENTER SUITE 173D BEVERLY,MA01915	04-2104913	501C3	23,865	EDUCATION AND YOUTH DEVELOPMENT
(117) THE SHARING FOUNDATION PO BOX 600 CONCORD,MA01742	01-0518534	501C3	23,600	OTHER
(118) ESSEX ART CENTER 56 ISLAND STREET LAWRENCE,MA01840	04-3238501	501C3	23,500	EDUCATION AND YOUTH DEVELOPMENT
(119) INCARNATION PARISH 429 UPHAM STREET MELROSE,MA021763433	53-0196617	501C3	23,000	OTHER
(120) FAMILY HEALTH PROJECT PO BOX 123 MANCHESTER,MA01944	81-4999393	501C3	22,500	OTHER
(121) VNA CARE NETWORK INC 100 TRADECENTER G500 WOBURN,MA01801	04-2103825	501C3	22,171	OTHER
(122) ACLU FOUNDATION OF MASSACHUSETTS INC ONE CENTER PLAZA SUITE 850 BOSTON,MA02108	47-3686152	501C3	21,000	HUMAN RIGHTS
(123) GREATER LAWRENCE COMMUNITY BOATING PROGRAM INC PO BOX 955 LAWRENCE,MA01842	04-2671824	501C3	21,000	EDUCATION AND YOUTH DEVELOPMENT
(124) MARION INSTITUTE 202 SPRING STREET MARION,MA02738	04-3206583	501C3	21,000	OTHER
(125) THE FOOD PROJECT - NORTH SHORE 10 LEWIS STREET LINCOLN,MA01773	04-3262532	501C3	20,750	ENVIRONMENT AND CLIMATE RESILIENCE
(126) ST LAWRENCE UNIVERSITY 23 ROMODA DRIVE CANTON,NY13617	15-0532239	501C3	20,500	OTHER
(127) AMERICAN CIVIL LIBERTIES UNION FOUNDATION 125 BROAD STREET 18TH FLOOR NEW YORK,NY10004	13-6213516	501C3	20,400	OTHER
(128) BROOKLINE HIGH SCHOOL 115 GREENOUGH STREET BROOKLINE,MA02445		GOV	20,000	OTHER
(129) CONGREGATIONAL CHURCH OF TOPSFIELD 9 E COMMON STREET TOPSFIELD,MA01983	04-2178873	501C3	20,000	OTHER
(130) CULTURA LATINA 25 EXCHANGE STREET LYNN,MA01901	81-3003840	501C3	20,000	OTHER
(131) FAIR COUNT INC PO BOX 170382 ATLANTA,GA30317	58-2421574	501C3	20,000	OTHER
(132) KITES NEST PO BOX 1279 HUDSON,NY12534	46-0954848	501C3	20,000	OTHER
(133) LAWRENCE HISTORY CENTER 6 ESSEX STREET LAWRENCE,MA01860	04-2651157	501C3	20,000	ARTS AND CULTURE
(134) MERRIMACK RIVER WATERSHED COUNCIL 60 ISLAND STREET SUITE 246 LAWRENCE,MA01840	04-2633281	501C3	20,000	ENVIRONMENT AND CLIMATE RESILIENCE
(135) NATIONAL NETWORK OF ABORTION FUNDS 9450 SW GEMINI DRIVE PMB 16009 BEAVERTON,OR97008	04-3236982	501C3	20,000	OTHER
(136) POWER OF SELF EDUCATION (POSE) INC 41 S CENTRAL STREET HAVERHILL,MA01835	46-5343730	501C3	20,000	OTHER
(137) RIVER VALLEY ARTS COLLECTIVE 23 BIG ROCK LOOP KATONAH,NY10536	83-3166973	501C3	20,000	OTHER
(138) SAMARITANS INC 41 WEST STREET 4TH FLOOR BOSTON,MA02111	04-2643466	501C3	20,000	OTHER
(139) SOCIAL VENTURE PARTNERS CONNECTICUT INC 1221 POST ROAD EAST WESTPORT,CT06880	85-1704762	501C3	20,000	OTHER
(140) WELCOME IMMIGRANT NETWORK 15 WARREN STREET PEABODY,MA01960	82-5500713	501C3	20,000	OTHER
(141) THE TRUSTEES OF RESERVATIONS 200 HIGH STREET 4TH FLOOR BOSTON,MA02110	04-2105780	501C3	18,900	ENVIRONMENT AND CLIMATE RESILIENCE
(142) THE SALEM PANTRY PO BOX 295 SALEM,MA01970	20-1691756	501C3	18,750	OTHER
(143) CAPE ANN ANIMAL AID ASSOCIATION INC 4 PAWS LANE GLOUCESTER,MA01930	04-2374914	501C3	18,300	OTHER
(144) MSPCA ANGELL 350 S HUNTINGTON AVENUE BOSTON,MA02130	04-2103597	501C3	18,000	OTHER
(145) ARISE RWANDA MINISTRIES INC 8333 SE STARK STREET PORTLAND,OR97216	88-3306938	501C3	17,500	OTHER
(146) CASTING FOR RECOVERY INC 109 E OAK STREET SUITE 1G BOZEMAN,MT59715	03-0354382	501C3	17,500	OTHER
(147) ONE MISSION INC PO BOX 495 WESTBOROUGH,MA01581	26-3741880	501C3	17,500	OTHER
(148) SWAMPSCOTT TIDES PO BOX 4 SWAMPSCOTT,MA01907	99-2875607	501C3	17,073	OTHER
(149) LAZARUS HOUSE MINISTRIES PO BOX 408 LAWRENCE,MA01841	04-2755382	501C3	17,000	OTHER
(150) WORLD CENTRAL KITCHEN PO BOX 96538 WASHINGTON,DC200906538	27-3521132	501C3	17,000	OTHER
(151) SCIENCE FROM SCIENTISTS INC 16 TOWER OFFICE PARK WOBURN,MA01801	20-0792574	501C3	16,500	OTHER
(152) MANSHIP ARTIST RESIDENCE AND STUDIOS INC PO BOX 7071 GLOUCESTER,MA01930	47-5404477	501C3	15,500	ARTS AND CULTURE
(153) BARD COLLEGE PO BOX 5000 ANNANDALEONHUDSON,NY12504	14-1713034	501C3	15,000	OTHER
(154) BISHOP FENWICK HIGH SCHOOL 99 MARGIN STREET PEABODY,MA01960	56-2438553	501C3	15,000	OTHER
(155) EAST BAPTIST CHURCH 300 WESTERN AVENUE LYNN,MA019043084		501C3	15,000	OTHER
(156) JEWISH ALLIANCE FOR LAW AND SOCIAL ACTION 11 BEACON STREET SUITE 722 BOSTON,MA02108	01-0563874	501C3	15,000	OTHER
(157) MCLEAN HOSPITAL 115 MILL STREET MS 126 BELMONT,MA02478	04-3230035	501C3	15,000	OTHER
(158) MERRIMACK VALLEY PROJECT INC 1045 ESSEX STREET LAWRENCE,MA01841	04-3132443	501C3	15,000	HUMAN RIGHTS
(159) MUSEUM OF FINE ARTS 465 HUNTINGTON AVENUE BOSTON,MA02115	04-2103607	501C3	15,000	ARTS AND CULTURE
(160) NORTH SHORE UNITED WAY INC 100 CUMMINGS CENTER SUITES 231-C 341-D BEVERLY,MA01915	04-2257377	501C3	15,000	COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
(161) PHILLIPS EXETER ACADEMY 20 MAIN STREET EXETER,NH038332460			15,000	OTHER
(162) PRESIDENT & TRUSTEES OF COLBY COLLEGE 4130 MAYFLOWER HILL WATERVILLE,ME049018841	01-0211497	501C3	15,000	EDUCATION AND YOUTH DEVELOPMENT
(163) PS21 PO BOX 321 CHATHAM,NY12037	14-1818409	501C3	15,000	OTHER
(164) SQUASHBUSTERS 795 COLUMBUS AVENUE ROXBURY CROSSING,MA02120	04-3330698	501C3	15,000	OTHER
(165) THE TREVOR PROJECT INC PO BOX 69232 WEST HOLLYWOOD,CA90069	95-4681287	501C3	15,000	OTHER
(166) YOUTHSERVE INC 2717 7TH AVENUE S SUITE 105 BIRMINGHAM,AL35233	63-1278901	501C3	15,000	EDUCATION AND YOUTH DEVELOPMENT
(167) GLOUCESTER CELEBRATION CORPORATION PO BOX 603 GLOUCESTER,MA01930	04-3396270	501C3	14,998	OTHER
(168) ADDISON GILBERT HOSPITAL OFFICE OF PHILANTHROPY GLOUCESTER,MA01930	04-2121317	501C3	14,765	HEALTH AND MENTAL HEALTH
(169) ACTING OUT THEATER COMPANY 56 ISLAND STREET LAWRENCE,MA01840	06-1791023	501C3	14,500	ARTS AND CULTURE
(170) ELIOT COMMUNITY HUMAN SERVICES INC 125 HARTWELL AVENUE LEXINGTON,MA02421	04-2316924	501C3	14,000	OTHER
(171) GIRLS ON THE RUN GREATER BOSTON 89 SOUTH STREET SUITE LL00 BOSTON,MA02111	46-3532424	501C3	14,000	OTHER
(172) BROOKWOOD SCHOOL INC 1 BROOKWOOD ROAD MANCHESTER,MA01944	04-2227413	501C3	13,500	EDUCATION AND YOUTH DEVELOPMENT
(173) BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVENUE BOSTON,MA02115	04-2774441	501C3	13,000	EDUCATION AND YOUTH DEVELOPMENT
(174) GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON,MA02118	04-2717782	501C3	13,000	HOUSING AND FOOD SECURITY
(175) MONTSERRAT COLLEGE OF ART 23 ESSEX STREET BEVERLY,MA01915	52-1859814	501C3	13,000	EDUCATION AND YOUTH DEVELOPMENT
(176) BEDFORD PUBLIC SCHOOLS 97 MCMAHON ROAD BEDFORD,MA01730	04-6001082	GOV	12,898	OTHER
(177) BREAD & ROSES 58 NEWBURY STREET LAWRENCE,MA018401714	04-2768119	501C3	12,500	OTHER
(178) PROJECT ADVENTURE 719 CABOT STREET BEVERLY,MA01915	04-2749823	501C3	12,460	OTHER
(179) FIRST CONGREGATIONAL SOCIETY IN SALEM 316 ESSEX STREET SALEM,MA01970	04-2111209	501C3	12,000	OTHER
(180) GLOUCESTER EDUCATION FOUNDATION PO BOX 1104 GLOUCESTER,MA01931	57-1224669	501C3	12,000	EDUCATION AND YOUTH DEVELOPMENT
(181) MASSACHUSETTS COLLEGE OF PHARMACY AND HEALTH SCIENCES 179 LONGWOOD AVENUE BOSTON,MA02115	04-2104700	501C3	12,000	OTHER
(182) ROOM TO GROW NATIONAL INC SOUTH BRONX FAMILY CENTER BRONX,NY10455	13-4012096	501C3	12,000	OTHER
(183) SUENOS BASKETBALL 4 VANDERGRIFT STREET LAWRENCE,MA01843	47-4540840	501C3	12,000	OTHER
(184) THE HOME FOR LITTLE WANDERERS INC 10 GUEST STREET BOSTON,MA02135	04-2104764	501C3	12,000	OTHER
(185) YOUTH DEVELOPMENT ORGANIZATION 15 UNION STREET NO 500 LAWRENCE,MA01840	04-3571721	501C3	11,800	EDUCATION AND YOUTH DEVELOPMENT
(186) GREEN MOUNTAIN HORSE ASSOCIATION PO BOX 8 SOUTH WOODSTOCK,VT05071	03-6011708	501C3	11,500	OTHER
(187) MARBLEHEAD NEWS GROUP 217 HUMPHREY STREET MARBLEHEAD,MA01945	88-2367192	501C3	11,500	OTHER
(188) WORLD AID RUNNERS 26A SILVER AVENUE FORT MITCHELL,KY41017	92-3145586	501C3	11,333	OTHER
(189) IPSWICH RIVER WATERSHED ASSOCIATION 143 COUNTY ROAD IPSWICH,MA01938	04-2615125	501C3	11,259	ENVIRONMENT AND CLIMATE RESILIENCE
(190) PROSPECT HOUSE HAVERHILL SOBER LIVING INC 0 LIVINGSTON LANE NEWBURY,MA01951	99-2918074	501C3	11,200	OTHER
(191) ST JUDE CHILDREN'S RESEARCH HOSPITAL INC 501 ST JUDE PLACE MEMPHIS,TN38105	62-0646012	501C3	11,100	OTHER
(192) CABOT PERFORMING ARTS CENTER INC PO BOX 487 BEVERLY,MA01915	47-1431634	501C3	11,000	OTHER
(193) FRIENDS OF THE PARK ON ELM INC PO BOX 126 MARBLEHEAD,MA01945	99-3309149	501C3	11,000	OTHER
(194) MERRIMACK VALLEY IMMIGRANT & EDUCATION CENTER INC 439 SOUTH UNION STREET LAWRENCE,MA01843	74-3093665	501C3	11,000	HUMAN RIGHTS
(195) OXFAM AMERICA 77 N WASHINGTON STREET SUITE 500 BOSTON,MA02114	23-7069110	501C3	11,000	OTHER
(196) NPR PO BOX 791490 BALTIMORE,MD212791490	52-1795789	501C3	10,500	OTHER
(197) SOMERVILLE HOMELESS COALITION 1 DAVIS SQUARE SOMERVILLE,MA02144	04-2897447	501C3	10,500	OTHER
(198) TRUSTEES OF TUFTS COLLEGE TUFTS UNIVERSITY BOSTON,MA022413306	04-2103634	501C3	10,500	OTHER
(199) VICTORIA'S VICTORY FOUNDATION 20 PORTSMOUTH AVENUE STRATHAM,NH03885	81-4976975	501C3	10,500	OTHER
(200) CONSERVATION LAW FOUNDATION 62 SUMMER STREET SUITE 1 BOSTON,MA021101016	04-6149986	501C3	10,250	ENVIRONMENT AND CLIMATE RESILIENCE
(201) 152 COMMONWEALTH FOUNDATION INC 152 COMMONWEALTH AVENUE BOSTON,MA02116	82-2467536	501C3	10,000	OTHER
(202) ADOPT-A-STUDENT FOUNDATION C/O CATHEDRAL HIGH SCHOOL BOSTON,MA02118	04-6665080	501C3	10,000	OTHER
(203) ANIMAL RESCUE LEAGUE OF BOSTON C/O DEVELOPMENT DEDHAM,MA02026	04-2103714	501C3	10,000	OTHER
(204) ANNISQUAM YACHT CLUB SAILING & TENNIS PROGRAM INC 17 RIVER ROAD GLOUCESTER,MA01930	45-1997718	501C3	10,000	OTHER
(205) ART OMI INC 1405 COUNTY ROUTE 22 GHENT,NY120753809	13-3641616	501C3	10,000	OTHER
(206) BABSON COLLEGE 231 FOREST STREET BABSON PARK,MA02457	04-2103544	501C3	10,000	EDUCATION AND YOUTH DEVELOPMENT
(207) BATES COLLEGE 2 ANDREWS ROAD LEWISTON,ME04240	01-0211781	501C3	10,000	EDUCATION AND YOUTH DEVELOPMENT
(208) BEVERLY DOLLARS FOR SCHOLARS 100 SOHIER ROAD BEVERLY,MA01915	46-5108923	501C3	10,000	OTHER
(209) BIG BROTHERS BIG SISTERS 184 HIGH STREET 3RD FLOOR BOSTON,MA02110	04-2074462	501C3	10,000	OTHER
(210) BLUESKIES WELLNESS INC 232 PLEASANT STREET METHUEN,MA01844	45-1584409	501C3	10,000	OTHER
(211) BOSTON POLICE FOUNDATION 800 WEST CUMMINGS PARK SUITE 3700 WOBURN,MA01801	04-3209395	501C3	10,000	OTHER
(212) BOSTON UNIVERSITY GRADUATE SCHOOL OF MANAGEMENT 595 COMMONWEALTH AVENUE BOSTON,MA02215	04-2103547	501C3	10,000	OTHER
(213) CAMP TIMANOUS PO BOX 99 RAYMOND,ME04071	35-2580434	501C3	10,000	OTHER
(214) CASA 430 NORTH CANAL STREET LAWRENCE,MA01840	04-2104054	501C3	10,000	OTHER
(215) CHILDREN'S FRIEND 153 SUMMER STREET PROVIDENCE,RI02903	05-0258819	501C3	10,000	OTHER
(216) CHINMAYA MISSION BOSTON 1 UNION STREET ANDOVER,MA01810	04-3491406	501C3	10,000	OTHER
(217) COLLEGE FOR EVERY STUDENT INC PO BOX 247 ESSEX,NY12936	22-3159630	501C3	10,000	OTHER
(218) COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES INC 2608 GENESEE STREET UTICA,NY13502	15-6016932	501C3	10,000	OTHER
(219) DAY 1 BAGS 118 LAKE FRONT DRIVE BOERNE,TX78006	84-5024295	501C3	10,000	OTHER
(220) DAY DREAMING ORGANIZATION 40 FAIRMONT STREET APT 2 LAWRENCE,MA01841	84-4282351	501C3	10,000	OTHER
(221) FIRST CONGREGATIONAL CHURCH OF ESSEX 39 MAIN STREET ESSEX,MA01929	04-2842410	501C3	10,000	OTHER
(222) FRIENDS OF THE BEVERLY FARMS LIBRARY 32 ESSEX STREET BEVERLY,MA01915	51-0200337	501C3	10,000	OTHER
(223) FRIENDS OF THE BEVERLY PUBLIC LIBRARY 32 ESSEX STREET BEVERLY,MA01915	51-0200337	501C3	10,000	OTHER
(224) GLOUCESTER MARITIME HERITAGE CENTER INC 23 HARBOR LOOP GLOUCESTER,MA01930	04-3480870	501C3	10,000	ENVIRONMENT AND CLIMATE RESILIENCE
(225) HAMMOND MUSEUM INC 80 HESPERUS AVENUE GLOUCESTER,MA019305273	04-2104270	501C3	10,000	OTHER
(226) KIPP MASSACHUSETTS INC 90 HIGH ROCK STREET LYNN,MA01902	46-4881350	501C3	10,000	OTHER
(227) LAWRENCE FAMILY DEVELOPMENT INC DBA LAWRENCE PROSPERA 355 HAVERHILL STREET LAWRENCE,MA01840	04-3177142	501C3	10,000	EDUCATION AND YOUTH DEVELOPMENT
(228) LOWELL GENERAL HOSPITAL 295 VARNUM AVENUE LOWELL,MA01854	04-2103590	501C3	10,000	OTHER
(229) LUNG TRANSPLANT FUND AT UNIVERSITY OF N CAROLINA AT CHAPEL HILL 123 W FRANKLIN STREET SUITE 510 CHAPEL HILL,NC27516	56-6001393	501C3	10,000	HEALTH AND MENTAL HEALTH
(230) LYNN COMMUNITY HEALTH CENTER 269 UNION STREET LYNN,MA01901	04-2525066	501C3	10,000	HEALTH AND MENTAL HEALTH
(231) MAKEIT HAVERHILL - COMMUNITY ACTION INC 3 WASHINGTON SQUARE 4TH FLOOR HAVERHILL,MA01830	04-2383153	501C3	10,000	OTHER
(232) MENHEALING 6033 S 1300 W TAYLORSVILLE,UT84123	82-3764911	501C3	10,000	OTHER
(233) NEW GEORGIA PROJECT INC 830 GLENWOOD AVE SE SUITE 510-221 ATLANTA,GA30316	82-1348307	501C3	10,000	OTHER
(234) OCTOBER AS ITALIAN HERITAGE MONTH COMMITTEE PO BOX 185 MEDFORD,MA02155	04-3552107	501C3	10,000	OTHER
(235) PAX INC DBA PAX CENTER FOR CHRISTIAN SPIRITUAL FORMATION ESSEX,MA01929	32-0568438	501C3	10,000	OTHER
(236) PLANNED PARENTHOOD OF TENNESSEE AND NORTH MISSISSIPPI 2430 POPLAR AVENUE SUITE 100 MEMPHIS,TN38112	62-6073178	501C3	10,000	OTHER
(237) POWER OF PLACE LEARNING COMMUNITIES 2 BURLINGTON WOODS DRIVE SUITE 100 BELMONT,MA01803	92-1640401	501C3	10,000	OTHER
(238) PROJECT STEP 301 MASSACHUSETTS AVENUE BOSTON,MA02115	22-2505816	501C3	10,000	OTHER
(239) REACH BEYOND DOMESTIC VIOLENCE INC PO BOX 540024 WALTHAM,MA02454	04-2735449	501C3	10,000	OTHER
(240) RIAN IMMIGRANT CENTER INC ONE STATE STREET SUITE 800 BOSTON,MA02109	04-3063382	501C3	10,000	OTHER
(241) ROCKEFELLER PHILANTHROPY ADVISORS INC 6 W 48TH STREET 10TH FLOOR NEW YORK,NY10036	13-3615533	501C3	10,000	OTHER
(242) ROCKY NECK ART COLONY INC 6 WONSON STREET GLOUCESTER,MA019304183	04-2795273	501C3	10,000	ARTS AND CULTURE
(243) SAIL SALEM INC 23 GLENDALE STREET SALEM,MA01970	20-8157746	501C3	10,000	OTHER
(244) SANCTUARY FOR FAMILIES INC PO BOX 1406 WALL STREET STATION NEW YORK,NY10268	13-3193119	501C3	10,000	OTHER
(245) SHAKER MUSEUM AND LIBRARY PO BOX 328 CHATHAM,NY12037	14-1364601	501C3	10,000	OTHER
(246) SHARE OUR STRENGTH INC AKA NO KID HUNGRY WASHINGTON,DC20005	52-1367538	501C3	10,000	OTHER
(247) SMOC LOWELL TRANSITIONAL LIVING CENTER LOWELL,MA01852	04-2933012	501C3	10,000	OTHER
(248) STEPPINGSTONE FOUNDATION 200 HIGH STREET SUITE 210 BOSTON,MA02110	04-3086666	501C3	10,000	OTHER
(249) TENACITY INC 38 EVERETT STREET SUITE 50 BOSTON,MA02134	04-3452763	501C3	10,000	OTHER
(250) THE LAUNDROMAT PROJECT INC 1476 FULTON STREET BROOKLYN,NY11216	87-0753479	501C3	10,000	OTHER
(251) THE REAL PROGRAM INC PAYNE FAMILY LITERACY HOUSE LYNN,MA01902	46-3105431	501C3	10,000	OTHER
(252) THE WESTERN WIND 250 WEST 100TH STREET SUITE 1112 NEW YORK,NY10025	51-0186032	501C3	10,000	OTHER
(253) TOWN OF SALISBURY DEPT OF PLANNING AND DEVELOPMENT 5 BEACH ROAD SALISBURY,MA01952	04-6001288	501C3	10,000	OTHER
(254) UNITED STATES FUND FOR UNICEF 125 MAIDEN LANE NEW YORK CITY,NY10038	13-1760110	501C3	9,996	OTHER
(255) INTERNATIONAL JUSTICE MISSION PO BOX 96961 WASHINGTON,DC200906961	54-1722887	501C3	9,960	OTHER
(256) WINDRUSH FARM THERAPEUTIC EQUITATION INC 479 LACY STREET NORTH ANDOVER,MA01845	04-2476717	501C3	9,800	HEALTH AND MENTAL HEALTH
(257) MAN INC 141 TENNEY STREET METHUEN,MA018443810	04-3265830	501C3	9,500	OTHER
(258) UTEC INC PO BOX 7066 LOWELL,MA01852	38-3669532	501C3	9,500	OTHER
(259) UTOPIA DANCE COMPANY 599 CANAL STREET 1-5 LAWRENCE,MA01840	04-3064755	501C3	9,500	OTHER
(260) IRISE DANCE PROJECT 4 UNION STREET SUITE 400 LAWRENCE,MA01840	93-3293731	501C3	9,000	OTHER
(261) ARPEGGIONE ENSEMBLE INC 49 STANDLEY STREET BEVERLY,MA01915	88-3941381	501C3	8,500	OTHER
(262) YWCA OF NORTHEASTERN MA 38 LAWRENCE STREET LAWRENCE,MA01840	04-2130847	501C3	8,500	COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
(263) IIO INC 76 TOPSFIELD ROAD WENHAM,MA01984	26-0748247	501C3	8,100	OTHER
(264) BLACK BIZ DEV INC 50 LINWOOD STREET ROXBURY,MA02119	87-1405167	501C3	8,000	OTHER
(265) HALEY HOUSE INC 23 DARTMOUTH STREET BOSTON,MA02116	04-2437845	501C3	8,000	OTHER
(266) MERRIMACK COLLEGE 315 TURNPIKE STREET NORTH ANDOVER,MA01845	04-2103731	501C3	8,000	OTHER
(267) TOWNGREEN INC 20 LANGSFORD STREET GLOUCESTER,MA01930	87-4054939	501C3	8,000	OTHER
(268) CREATIVE HAVERHILL INC PO BOX 205 HAVERHILL,MA01831	22-2539427	501C3	7,500	ARTS AND CULTURE
(269) LAWRENCE RECREATION DEPARTMENT 200 COMMON STREET CITY HALL ROOM 8 LAWRENCE,MA01840		501C3	7,500	OTHER
(270) RIVERSIDE PARENT ADVISORY COUNCIL 95 LIBERTY STREET DANVERS,MA01923	04-3559644	501C3	7,500	OTHER
(271) ROSIES PLACE INC PO BOX 51399 BOSTON,MA022051399	04-2582187	501C3	7,500	HOUSING AND FOOD SECURITY
(272) UNIVERSITY OF NEW HAMPSHIRE FOUNDATION INC ELLIOTT ALUMNI CENTER DURHAM,NH03824	02-0437506	501C3	7,500	OTHER
(273) ESSEX COUNTY COMMUNITY ORGANIZATION 74 SOUTH COMMON STREET LYNN,MA019024553	04-2768237	501C3	7,400	RELIGION
(274) COMMUNITIES TOGETHER INC PO BOX 428 LAWRENCE,MA01842	04-3268423	501C3	7,000	RELIGION
(275) ESSENTIAL PARTNERS INC AKA PUBLIC CONVERSATIONS PROJECT CAMBRIDGE,MA02138	22-3432160	501C3	7,000	OTHER
(276) GREENPEACE FUND INC 1300 EYE STREET NW SUITE 1100 EAST WASHINGTON,DC20005	95-3313195	501C3	7,000	OTHER
(277) MASS AUDUBON 208 SOUTH GREAT ROAD LINCOLN,MA01773	04-2104702	501C3	7,000	ENVIRONMENT AND CLIMATE RESILIENCE
(278) NORTHEAST ARC INC 6 SOUTHSIDE ROAD DANVERS,MA019231973	04-2232416	501C3	7,000	HEALTH AND MENTAL HEALTH
(279) SWEET PAWS RESCUE 310 MAIN STREET GROVELAND,MA01834	27-4638058	501C3	7,000	OTHER
(280) TOP NOTCH SCHOLARS 60 ISLAND STREET SUITE 200 LAWRENCE,MA01840	46-4527723	501C3	7,000	OTHER
(281) PARTNERS IN HEALTH A NONPROFIT CORPORATION PO BOX 996 FREDERICK,MD217050996	04-3567502	501C3	6,750	OTHER
(282) CARE DIMENSIONS 75 SYLVAN STREET SUITE B102 DANVERS,MA01923	22-2873792	501C3	6,600	OTHER
(283) GIRLS INC OF LYNN 50 HIGH STREET LYNN,MA01902	04-2104250	501C3	6,600	EDUCATION AND YOUTH DEVELOPMENT
(284) FAMILY SERVICES OF THE MERRIMACK VALLEY 430 NORTH CANAL STREET LAWRENCE,MA018401246	04-2104054	501C3	6,563	HEALTH AND MENTAL HEALTH
(285) WBUR ATTN DEVELOPMENT DEPARTMENT BOSTON,MA02215	04-2103547	501C3	6,500	OTHER
(286) ACT LAWRENCE 15 UNION STREET ENTRANCE C LAWRENCE,MA01840	04-3408855	501C3	6,000	COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
(287) ACTION INC 180 MAIN STREET GLOUCESTER,MA019303749	04-2389332	501C3	6,000	HOUSING AND FOOD SECURITY
(288) AMERICAN FRIENDS SERVICE COMMITTEE 1501 CHERRY STREET PHILADELPHIA,PA19102	23-1352010	501C3	6,000	OTHER
(289) AMERICAN RED CROSS PO BOX 37243 WASHINGTON,DC20013	53-0196605	501C3	6,000	OTHER
(290) ESSEX COUNTY HABITAT FOR HUMANITY 14 PARK STREET DANVERS,MA01923	91-1914868	501C3	6,000	OTHER
(291) LAWRENCE PUBLIC LIBRARY 51 LAWRENCE STREET LAWRENCE,MA01841		501C3	6,000	OTHER
(292) NOBLE AND GREENOUGH SCHOOL 10 CAMPUS DRIVE DEDHAM,MA02026	04-2104784	501C3	6,000	OTHER
(293) THE GOVERNOR'S ACADEMY 1 ELM STREET BYFIELD,MA01922	04-2103564	501C3	6,000	OTHER
(294) EARLS HOPE RESCUE INC 1357 OLD HIGHWAY 100 WACO,GA30182	47-4529879	501C3	5,500	OTHER
(295) MANCHESTER HISTORICAL MUSEUM 10 UNION STREET MANCHESTER,MA019441553	04-6112604	501C3	5,500	OTHER
(296) MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH GRAND CENTRAL STATION NEW YORK,NY101634777	13-4141945	501C3	5,500	OTHER
(297) PINE STREET INN 444 HARRISON AVENUE BOSTON,MA02118	04-2516093	501C3	5,500	OTHER
(298) SAWYER FREE LIBRARY FOUNDATION 2 DALE AVENUE GLOUCESTER,MA01930	84-2837206	501C3	5,500	OTHER
(299) WOODSTOCK AREA MOUNTAIN BIKE ASSOCIATION PO BOX 291 WOODSTOCK,VT05091	81-1302062	501C3	5,500	OTHER
(300) PEDRO MARTINEZ FOUNDATION PO BOX 990045 BOSTON,MA02199	91-1983749	501C3	5,400	OTHER
(301) MAINE COAST HERITAGE TRUST 1 BOWDOIN MILL IS STE 201 TOPSHAM,ME040869800	23-7099105	501C3	5,300	OTHER
(302) SEASIDE SUSTAINABILITY INC 127 EASTERN AVENUE SUITE 236 GLOUCESTER,MA01930	47-4993870	501C3	5,100	OTHER

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

295

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) Rev. 1-2025

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) SCHOLARSHIPS	360	628,759
(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference	Explanation
PART I, LINE 2:	WE MONITOR GRANT USE PRIMARILY THROUGH A FINAL REPORT DUE USUALLY 13 MONTHS AFTER THE INITIAL AWARD. THE FINAL REPORT REQUIRES A LIST OF ALL EXPENSES TO THE GRANT . IN THE CASE OF MULTIPLE YEAR GRANTS, WE REQUIRE INTERIM REPORTS EACH YEAR PRIOR TO RELEASING THE NEXT GRANT . WE GENERALLY CONDUCT SITE VISITS TO THE PROGRAM PRIOR TO MAKING A GRANT.

Schedule I (Form 990) Rev. 1-2025

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

ESSEX COUNTY COMMUNITY FOUNDATION INC

Employer identification number

04-3407816

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) (Rev. 1-2025)

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1STRATTON C LLOYD PRESIDENT & CEO (AS OF 7/2024)	(i) (ii)	190,456 ------------- 0	2,800 ------------- 0	0 ------------- 0	6,164 ------------- 0	15,143 ------------- 0	214,563 ------------- 0	0 ------------- 0

Schedule J (Form 990) (Rev. 1-2025)

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

Name of the organization

ESSEX COUNTY COMMUNITY FOUNDATION INC

Employer identification number

04-3407816

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	35	6,317,618	FMV
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( )
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2024)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation

Schedule M (Form 990) (2024)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

ESSEX COUNTY COMMUNITY FOUNDATION INC

Employer identification number

04-3407816

Return Reference	Explanation
FORM 990, PART I:	TO INSPIRE PHILANTHROPY THAT STRENGTHENS THE 34 CITIES AND TOWNS OF ESSEX COUNTY. THIS WORK IS ACHIEVED BY MANAGING DONORS' CHARITABLE FUNDS STRENGTHENING AND SUPPORTING NONPROFITS AND STUDENTS WITH GRANTS AND RESOURCES, AND BRINGING PEOPLE TOGETHER IN COMMUNITY LEADERSHIP WORK THAT AFFECTS CHANGE IN ESSEX COUNTY.
FORM 990, PART III:	TO INSPIRE PHILANTHROPY THAT STRENGTHENS THE 34 CITIES AND TOWNS OF ESSEX COUNTY. THIS WORK IS ACHIEVED BY MANAGING DONORS' CHARITABLE FUNDS STRENGTHENING AND SUPPORTING NONPROFITS AND STUDENTS WITH GRANTS AND RESOURCES, AND BRINGING PEOPLE TOGETHER IN COMMUNITY LEADERSHIP WORK THAT AFFECTS CHANGE IN ESSEX COUNTY.
FORM 990, PART VI, SECTION B, LINE 11B	THE CFO REVIEWS THE RETURN AND THEN SENDS IT TO THE TREASURER FOR REVIEW. A COPY IS SENT TO EACH BOARD MEMBER BEFORE THE RETURN IS REVIEWED AND SIGNED BY THE CEO AND FILED.
FORM 990, PART VI, SECTION B, LINE 12C	EACH TRUSTEE REVIEWS AND SIGNS A CONFLICT OF INTEREST POLICY STATEMENT ANNUALLY AND THE CHAIRS REMIND COMMITTEE MEMBERS OF THE POLICY WHEN APPROPRIATE.
FORM 990, PART VI, SECTION B, LINE 15	THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES APPROVES THE PRESIDENT'S COMPENSATION USING EXTERNAL STUDIES FOR GUIDANCE. THE PRESIDENT APPROVES THE COO'S COMPENSATION USING EXTERNAL STUDIES FOR GUIDANCE.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS ARE PUBLISHED ON THE ORGANIZATION'S WEBSITE OR DOCUMENTS AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:	THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

ESSEX COUNTY COMMUNITY FOUNDATION INC

Employer identification number

04-3407816

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) ECCF REAL ESTATE LLC 175 ANDOVER STREET DANVERS,MA01923	REAL ESTATE	MA	0	0	ESSEX COUNTY COMMUNITY FOUNDATION INC

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) (Rev. 1-2025)

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No

Schedule R (Form 990) (Rev. 1-2025)

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) (Rev. 1-2025)

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) (Rev. 1-2025)

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	11,962,146	19,338,087
9	Program service revenue (Part VIII, line 2g) .........	0	0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	5,593,188	5,223,671
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	11,997	127,969
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	17,567,331	24,689,727
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	16,301,346	14,415,399
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	2,111,467	2,091,549
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 979,573
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,698,726	1,847,874
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	20,111,539	18,354,822
19	Revenue less expenses. Subtract line 18 from line 12.......	-2,544,208	6,334,905
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	134,350,244	150,520,110
21	Total liabilities (Part X, line 26).............	26,189,121	28,469,314
22	Net assets or fund balances. Subtract line 21 from line 20.....	108,161,123	122,050,796

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 15,631,725 including grants of $ 14,415,399 ) (Revenue $ )
	TO RAISE AND DISTRIBUTE FUNDS FROM THE COMMUNITY FOR THE BENEFIT OF CHARITABLE ORGANIZATIONS PRIMARILY IN ESSEX COUNTY, MASSACHUSETTS.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses15,631,725

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)			(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) ROSARIO UBIERA-MINAYA........................................................................ TRUSTEE	1.00 .......................	X			0	0	0
(19) PATRICIA FAEHO........................................................................ TRUSTEE (UNTIL 9/2024)	1.00 .......................	X			0	0	0
(20) STRATTON C LLOYD........................................................................ PRESIDENT & CEO (AS OF 7/2024)	40.00 .......................		X		193,256	0	21,307
(21) M ELIZABETH FRANCIS........................................................................ PRESIDENT AND CEO (UNTIL 6/24)	40.00 .......................		X		115,394	0	9,425
(22) J BRITTON HUTCHINS........................................................................ CFO	32.00 .......................		X		114,597	0	19,007
(23) STACEY LANDRY........................................................................ SVP ADVANCEMENT, PHILANTHROPIC SERVICES	40.00 .......................			X	129,595	0	20,343
(24) CAROL SCHUSTER........................................................................ VP COMMUNITY ENGAGEMENT	40.00 .......................			X	116,953	0	18,894

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	669,795	0	88,976

1	Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	18
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	18
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	19
6	Total number of volunteers (estimate if necessary) .............	6	96
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c	485,089
d	Related organizations		1d
e	Government grants (contributions)		1e	281,380

f	All other contributions, gifts, grants, and similar amounts not included above		1f	18,571,618

g	Noncash contributions included in lines 1a - 1f:$		1g	6,317,618

h Total. Add lines 1a-1f.......		19,338,087

		Business Code
2a
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....

3 Investment income (including dividends, interest, and othersimilar amounts) ......			3,763,843			3,763,843
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	17,868,812
b	Less: cost or other basis and sales expenses	7b	16,408,984
c	Gain or (loss)	7c	1,459,828
d	Net gain or (loss).........			1,459,828			1,459,828
8a	Gross income from fundraising events (not including $ 485,089of contributions reported on line 1c). See Part IV, line 18 ....
			8a	692,293
b	Less: direct expenses ...		8b	564,324
c	Net income or (loss) from fundraising events..			127,969			127,969
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			24,689,727	0	0	5,351,640

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	13,751,640	13,751,640
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	628,759	628,759
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	35,000	35,000
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	413,711	52,001	309,709	52,001
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	1,376,669	319,509	597,898	459,262
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	33,746	7,982	14,205	11,559
9	Other employee benefits .......	134,110	31,737	57,307	45,066
10	Payroll taxes ...........	133,313	27,996	66,656	38,661
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	329		329
c	Accounting ...........	43,809		43,809
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	39,506		39,506
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	599,505	550,807	48,698
12	Advertising and promotion ....	73,966			73,966
13	Office expenses .......	112,958	23,203	57,714	32,041
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	97,669	23,333	55,555	18,781
17	Travel ............	285,255	59,904	142,628	82,723
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	14,792	3,106	7,396	4,290
23	Insurance ...	16,777	3,523	8,389	4,865
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	OTHER EXPENSES	443,342	93,102	221,671	128,569
b	REPAIRS AND MAINTENANCE	95,825	20,123	47,913	27,789
c	TRAINING	24,141		24,141
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	18,354,822	15,631,725	1,743,524	979,573
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			2,191,097	1	1,643,036
2	Savings and temporary cash investments .........				2
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			118,266	4	75,563
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			70,045	9	69,065
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	153,000
b	Less: accumulated depreciation	10b	32,448	87,932	10c	120,552
11	Investments—publicly traded securities .			130,972,886	11	147,780,249
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			910,018	15	831,645
16	Total assets. Add lines 1 through 15 (must equal line 33)...			134,350,244	16	150,520,110

17	Accounts payable and accrued expenses .....	538,999	17	265,831
18	Grants payable ...	1,926,965	18	1,935,278
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	23,723,157	25	26,268,205
26	Total liabilities. Add lines 17 through 25..	26,189,121	26	28,469,314

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	100,258,578	27	113,196,430
28	Net assets with donor restrictions ...........	7,902,545	28	8,854,366
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	108,161,123	32	122,050,796
33	Total liabilities and net assets/fund balances ........	134,350,244	33	150,520,110

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No