Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
MIDDLECOTT FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)50 CONGRESS STREET ROOM 800
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02109
A Employer identification number

04-6155699
B Telephone number (see instructions)

(617) 227-8660
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,121,711J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 62,531
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 106,299 106,299  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 693,655
b Gross sales price for all assets on line 6a 1,169,042
7 Capital gain net income (from Part IV, line 2)... 693,655
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,000 0 0
12 Total. Add lines 1 through 11........ 882,485 799,954 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
49,197 39,357 0 9,839
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
7,230 5,784 0 1,446
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,699 1,629 0 70
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,242 3,242 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 70,368 50,012 0 11,355
25 Contributions, gifts, grants paid....... 700,975 700,975
26 Total expenses and disbursements. Add lines 24 and 25 771,343 50,012 0 712,330
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 111,142
b Net investment income (if negative, enter -0-) 749,942
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 778,542 915,688 915,688
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,699,179 Click to see attachment
List of Attached Documents:
// Content
1,722,374 		3,206,023
c Investments—corporate bonds (attach schedule)....... 49,199 0 0
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,526,920 2,638,062 4,121,711
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,526,920 2,638,062
29 Total net assets or fund balances (see instructions)..... 2,526,920 2,638,062
30 Total liabilities and net assets/fund balances (see instructions). 2,526,920 2,638,062
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,526,920
2
Enter amount from Part I, line 27a .....................
2
111,142
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,638,062
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,638,062
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SHORT TERM CAPITAL GAIN/LOSS P 2024-01-01 2024-12-31
b LONG TERM CAPITAL GAIN/LOSS P 1958-04-15 2024-12-31
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 44,536   60,467 -15,931
b 1,124,506   414,920 709,586
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -15,931
b       709,586
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 693,655
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -15,931
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 10,424
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 10,424
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,424
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 6,076
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 11,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,076
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 163
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 6,489
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow6,489 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowSALTONSTALL CO Telephone no.right arrow (617) 227-8660

Located atright arrow50 CONGRESS STREET ROOM 800BOSTONMA ZIP+4right arrow02109
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JEFFREY L THOMPSON TRUSTEE
1.00 		0 0 0
50 CONGRESS STREET ROOM 800
BOSTON,MA02109
NEIL L THOMPSON TRUSTEE
1.00 		0 0 0
50 CONGRESS STREET ROOM 800
BOSTON,MA02109
G WEST SALTONSTALL TRUSTEE
1.00 		0 0 0
50 CONGRESS STREET ROOM 800
BOSTON,MA02109
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,323,156
b
Average of monthly cash balances.......................
1b
835,390
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,158,546
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,158,546
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
62,378
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,096,168
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
204,808
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
204,808
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
10,424
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,424
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
194,384
4
Recoveries of amounts treated as qualifying distributions................
4
20,000
5
Add lines 3 and 4............................
5
214,384
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
214,384
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
712,330
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
712,330
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 214,384
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 349,220
b From 2020...... 590,811
c From 2021...... 103,653
d From 2022...... 490,498
e From 2023...... 536,059
f Total of lines 3a through e ........ 2,070,241
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 712,330
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 214,384
e Remaining amount distributed out of corpus 497,946
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,568,187
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		349,220
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		2,218,967
10 Analysis of line 9:
a Excess from 2020.... 590,811
b Excess from 2021.... 103,653
c Excess from 2022.... 490,498
d Excess from 2023.... 536,059
e Excess from 2024.... 497,946
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

152 COMMONWEALTH FOUNDATION - CHILTON CLUB

152 COMMONWEALTH AVE
BOSTON,MA02116 		NONE PC GENERAL SUPPORT 100

ALASKAN AIDS ASSISTANCE ASSOCIATION

1057 W FIREWEED SUIT 102
ANCHORAGE,AK99503 		NONE PC GENERAL SUPPORT 5,000

ALUTIIQ MUSEUM

215 MISSION RD SUITE 101
KODIAK,AK99615 		NONE PC GENERAL SUPPORT 2,250

ALZHEIMER'S ASSOCIATION

PO BOX 96011
WASHINGTON,DC200906011 		NONE PC GENERAL SUPPORT 1,000

AMERICAN BIRD CONSERVANCY

PO BOX 249
THE PLAINS,VA20198 		NONE PC GENERAL SUPPORT 1,000

AMERICAN RED CROSS

PO BOX 9632
MANCHESTER,NH031089632 		NONE PC GENERAL SUPPORT 1,000

AMERICAN RED CROSS

PO BOX 37839
BOONE,IA500370839 		NONE PC INTERNATIONAL SERVICE FUND 3,500

AMERICAN RED CROSS MASSACHUSETTS REGION

101 STATION LANDING SUITE 510
MEDFORD,MA02155 		NONE PC ALASKA 2,500

AMERICAN RED CROSS MASSACHUSETTS REGION

101 STATION LANDING SUITE 510
MEDFORD,MA02155 		NONE PC INTERNATIONAL 5,000

AMERICAN RED CROSS MASSACHUSETTS REGION

101 STATION LANDING SUITE 510
MEDFORD,MA02155 		NONE PC MASSACHUSETTS 1,000

ANCHORAGE COALITION TO END HOMELESSNESS

PO BOX 243041
ANCHORAGE,AK99524 		NONE PC GENERAL SUPPORT 3,000

ANCHORAGE OPERA

1507 SPAR AVENUE
ANCHORAGE,AK99501 		NONE PC BASSETT/WILLIAMS MEMORIAL 500

APPRENTICE SHOP

655 MAIN STREET
ROCKLAND,ME04841 		NONE PC GENERAL SUPPORT 1,000

AQUIDNECK LAND TRUST

790 AQUIDNECK AVENUE
MIDDLETOWN,RI02842 		NONE PC GENERAL SUPPORT 5,500

ARNOLD ARBORETUM

PO BOX 419209
BOSTON,MA022419209 		NONE PC GENERAL SUPPORT 5,000

AUDUBON ALASKA

431 WEST 7TH AVE SUITE 205
ANCHORAGE,AK99501 		NONE PC IN MEMORY OF GID AND SALLY LORING 250

AUDUBON ALASKA

431 WEST 7TH AVE SUITE 205
ANCHORAGE,AK99501 		NONE PC GENERAL SUPPORT 750

BATES COLLEGE

OFFICE OF ADVANCEMENT 2 ANDREWS
ROAD
LEWISTON,ME04240 		NONE PC GENERAL SUPPORT 2,000

BEANS CAF INC

1020 E 4TH AVENUE
ANCHORAGE,AK99501 		NONE PC GENERAL SUPPORT 7,000

BEDFORD 2030

PO BOX 812
BEDFORD HILLS,NY10507 		NONE PC GENERAL SUPPORT 100

BELMONT CHAPEL

30 WARNER STREET
NEWPORT,RI02840 		NONE PC GENERAL SUPPORT 1,000

BIGELOW LAB FOR OCEAN SCIENCES

60 BIGELOW DRIVE
EAST BOOTHAY,ME04544 		NONE PC GENERAL SUPPORT 2,000

BIKE NEWPORT RI

62 BROADWAY
NEWPORT,RI02840 		NONE PC GENERAL SUPPORT 1,000

BOSTON SYMPHONY ORCHESTRA ANNUAL FUND

301 MASSACHUSETTS AVENUE
BOSTON,MA02115 		NONE PC GENERAL SUPPORT 500

BROTHER FRANCIS SHELTER

3710 EAST 20TH AVE
ANCHORAGE,AK99508 		NONE PC GENERAL SUPPORT 8,000

BYRD POLAR RESEARCH

108 SCOTT HALL 1090 CARMACK RD
COLUMBUS,OH43210 		NONE PC BYRD POLAR & CLIMATE RESEARCH 200

CAMDEN INTERNATIONAL FILM FESTIVAL

PO BOX 836
CAMDEN,ME04843 		NONE PC GENERAL SUPPORT 10,000

CAMDEN PUBLIC LIBRARY

55 MAIN STREET
CAMDEN,ME04843 		NONE PC GENERAL SUPPORT 1,500

CAMDEN ROCKPORT HISTORICAL SOCIETY

7 COMMERCIAL STREET
ROCKPORT,ME04857 		NONE PC GENERAL SUPPORT 100

CAMDEN-ROCKPORT ANIMAL RESCUE (PAWS)

PO BOX 707
ROCKPORT,ME04856 		NONE PC GENERAL SUPPORT 100

CARE

GIFT CENTER PO BOX 1870
MERRIFIELD,VA221168070 		NONE PC GENERAL SUPPORT 7,500

CARROLL SCHOOL

45 WALTHAM RD
WAYLAND,MA01778 		NONE PC ANNUAL FUND 500

CATHERINE V HUBBARD FOUNDATION

PO BOX 3571
NEWTOWN,CT06470 		NONE PC GENERAL SUPPORT 500

CHARLES RIVER SCHOOL

6 OLD MEADOW ROAD
DOVER,MA02030 		NONE PC GENERAL SUPPORT 250

CHARLES RIVER SCHOOL

PO BOX 339
DOVER,MA02030 		NONE PC ANNUAL FUND 15,000

CHILD AND FAMILY SERVICES OF NEWPORT COUNTY

31 JOHN CLARKE ROAD
MIDDLETOWN,RI02842 		NONE PC GENERAL SUPPORT 500

CLARE HOUSE

3710 EAST 20TH AVE
ANCHORAGE,AK99508 		NONE PC GENERAL SUPPORT 4,000

COASTAL FAMILY HOSPICE

PO BOX 122
ROCKPORT,ME04856 		NONE PC GENERAL SUPPORT 500

COASTAL FAMILY HOSPICE VOLUNTEERS

PO BOX 122
ROCKPORT,ME04856 		NONE PC GENERAL SUPPORT 2,000

COASTAL MOUNTAIN LAND TRUST

101 MOUNT BATTIE STREET
CAMDEN,ME04843 		NONE PC GENERAL SUPPORT 2,000

COASTAL MOUNTAINS LAND TRUST

101 MOUNT BATTIE STREET
CAMDEN,ME04843 		NONE PC GENERAL SUPPORT 500

COMMONWEALTH FOUNDATION

152 COMMONWEALTH AVE
BOSTON,MA02116 		NONE PC GENERAL SUPPORT 500

CONSERVATION LAW FOUNDATION

62 SUMMER STREET
BOSTON,MA02110 		NONE PC GENERAL SUPPORT 10,000

CONSERVATION LAW FOUNDATION - RI

235 PROMENADE ST STE 560 MAILBOX 28
PROVIDENCE,RI02908 		NONE PC GENERAL SUPPORT 250

COOK INLETKEEPER

3734 BEN WALTERS LANE
HOMER,AK99603 		NONE PC GENERAL SUPPORT 2,000

CORNELL LAB OF ORNITHOLOGY

159 SAPSUCKER WOODS ROAD
ITHACA,NY14850 		NONE PC GENERAL SUPPORT 4,000

COVENANT HOUSE

755 A STREET
ANCHORAGE,AK99501 		NONE PC GENERAL SUPPORT 4,000

CROSSCURRENTS INTERNATIONAL INSTITUTE

7122 HARDIN-WAPAK ROAD
SIDNEY,OH45365 		NONE PC GENERAL SUPPORT 20,000

DIG FARM

115 JUNE RD
NORTH SALEM,NY10560 		NONE PC GENERAL SUPPORT 100

DEDHAM COUNTRY DAY SCHOOL

90 SANDY VALLEY ROAD
DEDHAM,MA02026 		NONE PC GENERAL SUPPORT 200

DELTA DELTA DELTA FOUNDATION

14951 NORTH DALLAS PARKWAY SUITE
500
DALLAS,TX752546893 		NONE PC GENERAL SUPPORT 100

DEXTER SCHOOL ATTN ADVANCEMENT OFFICE

20 NEWTON STREET
BROOKLINE,MA02445 		NONE PC GENERAL SUPPORT 500

DEXTER SOUTHFIELD SCHOOL

ADVANCEMENT OFFICE 20 NEWTON STREET
BROOKLINE,MA02445 		NONE PC ANNUAL FUND 200

DEXTER SOUTHFIELD SCHOOL

ADVANCEMENT OFFICE 20 NEWTON STREET
BROOKLINE,MA02445 		NONE PC TEDDY THORNDIKE TEACHER FUND 1,000

D-HGEISEL OFFICE OF DEVELOPMENT

ONE MEDICAL CENTER DRIVE HB 7070
LEBANON,NH037560001 		NONE PC GENERAL SUPPORT 1,000

DOCTORS WITHOUT BORDERS

PO BOX 5030
HAGERSTOWN,MD217415030 		NONE PC GENERAL SUPPORT 5,000

ECO RI

10 DAVOL SQ SUITE 100
PROVIDENCE,RI02903 		NONE PC GENERAL SUPPORT 1,000

ENVIORNMENTAL DEFENSE FUND

257 PARK AVENUE SOUTH
NEW YORK,NY100107304 		NONE PC GENERAL SUPPORT 1,500

ENVIRONMENTAL DEFENSE FUND

257 PARK AVENUE SOUTH
NEW YORK,NY100107304 		NONE PC GENERAL SUPPORT 2,000

FAB NEWPORT

1 YORK STREET
NEWPORT,RI02840 		NONE PC GENERAL SUPPORT 1,000

FAMILY PLANNING OF MAINE

PO BOX 587
AUGUSTA,ME043320587 		NONE PC GENERAL SUPPORT 500

FARNSWORTH ART MUSEUM

16 MUSEUM STREET
ROCKLAND,ME04841 		NONE PC GENERAL SUPPORT 1,000

FOOD BANK OF ALASKA

2192 VIKING DRIVE
ANCHORAGE,AK99501 		NONE PC GENERAL SUPPORT 4,000

FOOD BANK OF THE SOUTHERN TIER

388 UPPER OAKWOOD AVENUE
ELMIRA,NY14903 		NONE PC GENERAL PURPOSE 1,000

FOREST SOCIETY OF MAINE

115 FRANKLIN STREET 3RD FL
BANGOR,ME04401 		NONE PC GENERAL SUPPORT 1,000

FOS FEMINISTA

125 MAIDEN LANE 9TH FLOOR
NEW YORK,NY10038 		NONE PC GENERAL SUPPORT 1,000

FOUNDATION FOR ENERGY THERAPIES

8 CLOUGH AVENUE
WINDSOR,VT05089 		NONE PC GENERAL SUPPORT 1,500

FOXCROFT SCHOOL

22407 FOXHOUND LANE
MIDDLEBURG,VA20117 		NONE PC GENERAL SUPPORT 100

FRIENDS OF BOSTON PUBLIC GARDEN

69 BEACON STREET
BOSTON,MA02108 		NONE PC GENERAL SUPPORT 500

FRIENDS OF HARVARD HOCKEY

MURR CENTER 65 NORTH HARVARD STREET
BOSTON,MA021631012 		NONE PC GENERAL SUPPORT 200

FRIENDS OF MOUNT AUBURN

580 MOUNT AUBURN STREET
CAMBRIDGE,MA02138 		NONE PC GENERAL SUPPORT 500

FRIENDS OF STEWART PARK

120 BRINDLEY STREET SUITE 4
ITHICA,NY14850 		NONE PC GENERAL PURPOSE 10,000

FRIENDS OF THE BOSTON PARK RANGERS MOUNTED UNIT

14 BEACON STREET 7TH FL
BOSTON,MA02108 		NONE PC GENERAL SUPPORT 600

FRIENDS OF THE LIBRARY DILLINGHAM

PO BOX 870
DILLINGHAM,AK99576 		NONE PC GENERAL SUPPORT 250

FRIENDS OF THE UNIVERSITY OF WA SCHOOL OF MEDICINE

850 REPUBLICAN ST C-5 BOX 358045
SEATTLE,WA98195 		NONE PC GENERAL SUPPORT 1,000

FRIENDSHIP DONATIONS NETWORK

1013 WEST MARTIN LUTHER KING
JR/STATE STREET
ITHICA,NY14850 		NONE PC GENERAL PURPOSE 1,000

GEORGES RIVER LAND TRUST

PO BOX B
ROCKLAND,ME04841 		NONE PC GENERAL SUPPORT 500

GRANITE UNITED WAY

CENTRAL PROCESSING
MANCHESTER,NH03101 		NONE PC GENERAL SUPPORT 1,000

GREENPEACE FUND

702 H STREET NW STE 300
WASHINGTON,DC20001 		NONE PC GENERAL SUPPORT 500

GULF OF MAINE RESEARCH INSTITUTE

350 COMMERCIAL STREET
PORTLAND,ME04101 		NONE PC GENERAL SUPPORT 750

GULF OF MAINE RESEARCH INSTITUTE (GMRI)

350 COMMERCIAL STREET
PORTLAND,ME04101 		NONE PC GENERAL SUPPORT 3,000

HABITAT FOR HUMANITY

322 WEST LAMAR STREET
AMERICUS,GA317093543 		NONE PC GENERAL SUPPORT 1,000

HARVARD COLLEGE FUND - MEMORIAL PROGRAM

PO BOX 419209
BOSTON,MA022419209 		NONE PC GENERAL SUPPORT 100

HARVARD GRADUATE SCHOOL OF DESIGN

PO BOX 419209
BOSTON,MA02241 		NONE PC GENERAL SUPPORT 250

HARVARD GRADUATE SCHOOL OF EDUCATION

PO BOX 419209
BOSTON,MA02241 		NONE PC GENERAL SUPPORT 250

HARVARD UNIVERSITY NATIVE AMERICAN PROGRAM

14 STORY STREET SUITE 400
CAMBRIDGE,MA02138 		NONE PC GENERAL SUPPORT 1,000

HELP ME GROW

4141 B ST SUITE 409
ANCHORAGE,AK99503 		NONE PC GENERAL SUPPORT 2,000

HOPE AND HEALTH INTERNATIONAL

PO BOX 230183
ANCHORAGE,AK995230183 		NONE PC GENERAL SUPPORT 5,000

HOUSING HOTLINE

40 DR MARCUS WHEATLAND BLVD
NEWPORT,RI02840 		NONE PC GENERAL SUPPORT 500

HURRICANE ISLAND

PO BOX 1280
ROCKLAND,ME04841 		NONE PC GENERAL SUPPORT 200

HURRICANE ISLAND FOUNDATION

PO BOX 1280
ROCKLAND,ME04841 		NONE PC GENERAL SUPPORT 500

INTERNATIONAL PLANNED PARENTHOOD FEDERATION

1290 AVENUE OF THE AMERICAS 13TH
FLOOR
NEW YORK,NY10104 		NONE PC GENERAL SUPPORT 1,000

INTERNATIONAL RESCUE COMMITTEE

PO BOX 6068
ALBERT LEA,MN560076668 		NONE PC GENERAL SUPPORT 7,500

INTERNATIONAL RESCUE COMMITTEE

122 E 42ND STREET
NEW YORK,NY10168 		NONE PC GENERAL PURPOSE 1,000

ISLAND COMMUNITY MEDICAL SERVICES INC

15 MEDICAL CENTER LOOP
VINALHAVEN,ME04863 		NONE PC GENERAL SUPPORT 2,000

ISLAND GROWN INITIATIVE

PO BOX 622
VINEYARD HAVEN,MA02568 		NONE PC GENERAL SUPPORT 500

ISLAND INSTITUTE

PO BOX 648
ROCKLAND,ME048140648 		NONE PC GENERAL SUPPORT 250

IYRS

449 THAMES ST UNIT 111
NEWPORT,RI02840 		NONE PC GENERAL SUPPORT 250

KNOX CLINIC

22 WHITE STREET
ROCKLAND,ME04841 		NONE PC GENERAL SUPPORT 500

KNOX COUNTY HOMELESS COALITION

169 OLD COUNTY RD
ROCKPORT,ME04856 		NONE PC GENERAL SUPPORT 2,000

LEWISBORO LAND TRUST

BOX 496
SOUTH SALEM,NY10590 		NONE PC GENERAL SUPPORT 100

LISTEN COMMUNITY SERVICES

60 HANOVER STREET
LEBANON,NH03766 		NONE PC GENERAL SUPPORT 2,000

LUCY'S HEARTH

19 VALLEY ROAD
MIDDLETOWN,RI02842 		NONE PC GENERAL SUPPORT 500

MAINE CENTER FOR COASTAL FISHERIES

PO BOX 27
STONINGTON,ME04681 		NONE PC GENERAL SUPPORT 1,000

MAINE CHAPTER OF THE NATURE CONSERVANCY

14 MAINE STREET SUITE 401
BRUNSWICK,ME04011 		NONE PC GENERAL SUPPORT 500

MAINE COAST HERITAGE TRUST

1 BOWDOIN MILL ISLAND SUITE 201
TOPSHAM,ME04086 		NONE PC GENERAL SUPPORT 7,000

MAINE COMMUNITY FOUNDATION

245 MAIN STREET
ELLSWORTH,ME04605 		NONE PC GENERAL SUPPORT 10,000

MAINE FARMLAND TRUST

97 MAIN STREET
BELFAST,ME04915 		NONE PC GENERAL SUPPORT 250

MAINE INITIATIVE

56 NORTH ST STE 100
PORTLAND,ME04101 		NONE PC GENERAL SUPPORT 250

MAINE MARITME MUSEUM

243 WASHINGTON ST
BATH,ME04530 		NONE PC GENERAL SUPPORT 250

MAINE MEDIA WORKSHOPS & COLLEGE

PO BOX 200
ROCKPORT,ME04856 		NONE PC GENERAL SUPPORT 500

MAINE PUBLIC RADIO

63 TEXAS AVE
BANGOR,ME04401 		NONE PC GENERAL SUPPORT 11,000

MAINE SEACOAST MISSION

127 WEST STREET
BAR HARBOR,ME04609 		NONE PC GENERAL SUPPORT 1,500

MAINEHEALTH MAINE MEDICAL CENTER

22 BRAMHALL STREET
PORTLAND,ME04102 		NONE PC DR. BELISLE SCHOLARSHIP FUND 500

MAKING COMMUNITY HAPPEN

46 SUMMER STREET
ROCKLAND,ME04841 		NONE PC GENERAL SUPPORT 1,000

MANOMET CENTER FOR CONSERVATION SCIENCES

PO BOX 1770
MANOMET,MA02345 		NONE PC GENERAL SUPPORT 100

MARTHAS VINEYARD COMMUNITY SERVICES

111 EDGARTOWN ROAD
VINEYARD HAVEN,MA02568 		NONE PC GENERAL SUPPORT 500

MARTIN LUTHER KING CENTER

20 DR MARCUS F WHEATLAND BLVD
NEWPORT,RI02840 		NONE PC GENERAL SUPPORT 500

MASS HISTORICAL SOCIETY

1154 BOYLSTON STREET
BOSTON,MA022153695 		NONE PC GENERAL SUPPORT 250

MASSACHUSETTS HISTORICAL SOCIETY

1154 BOYLSTON STREET
BOSTON,MA022153695 		NONE PC GENERAL SUPPORT 45,000

MASSACHUSETTS HISTORICAL SOCIETY

1154 BOYLSTON STREET
BOSTON,MA022153695 		NONE PC GENERAL SUPPORT 5,000

MEALS ON WHEELS

1550 CRYSTAL DRIVE SUITE 1004
ARLINGTON,VA22202 		NONE PC GENERAL SUPPORT 2,000

MEGUNTICOOK ROWING

BOX 855
CAMDEN,ME04843 		NONE PC GENERAL SUPPORT 2,000

MEGUNTICOOK WATERSHED ASSOCIATION

PO BOX 443
CAMDEN,ME04843 		NONE PC GENERAL SUPPORT 1,000

MERRYSPRING

PO BOX 893
CAMDEN,ME04843 		NONE PC GENERAL SUPPORT 200

MIDDLESEX SCHOOL

1400 LOWELL ROAD
CONCORD,MA01742 		NONE PC GENERAL SUPPORT 1,200

MIDDLESEX SCHOOL

1400 LOWELL ROAD
CONCORD,MA01742 		NONE PC ANNUAL FUND 500

MISS PORTER'S SCHOOL

60 MAIN STREET
FARMINGTON,CT060329950 		NONE PC GENERAL SUPPORT 13,750

MORGAN MEMORIAL GOODWILL

1010 HARRISON AVE
BOSTON,MA02119 		NONE PC GENERAL SUPPORT 750

MSPCA

350 SOUTH HUNTINGTON AVE
BOSTON,MA02130 		NONE PC RAISE THE WOOF 10,000

NAACP LEGAL DEFENSE & EDUCATION FUND

40 RECTOR ST 5TH FLOOR
NEW YORK,NY10006 		NONE PC GENERAL SUPPORT 2,000

NATIONAL AUDUBON SOCIETY

225 VARICK STREET 7TH FL
NEW YORK,NY10014 		NONE PC GENERAL SUPPORT 500

NATIONAL DISASTER SEARCH DOG FOUNDATION

6800 WHEELER CANYON RD
SANTA PAULA,CA93060 		NONE PC GENERAL SUPPORT 300

NATIONAL MULTIPLE SCLEROSIS SOCIETY

PO BOX 91891
WASHINGTON,DC200901891 		NONE PC GENERAL SUPPORT 1,000

NATIONAL PARKS CONSERVATION ASSOCIATION

777 6TH STREET NW SUITE 700
WASHINGTON,DC20001 		NONE PC GENERAL SUPPORT 500

NATIVE PLANT TRUST

321 COMMONWEALTH ROAD STE 204
WAYLAND,MA01778 		NONE PC GENERAL SUPPORT 3,000

NATURAL RESOURCES COUNCIL OF MAINE

3 WADE STREET
AUGUSTA,ME04330 		NONE PC GENERAL SUPPORT 6,000

NATURAL RESOURCES DEFENSE COUNCIL

40 W 20TH STREET 11TH FLOOR
NEW YORK,NY100114211 		NONE PC GENERAL SUPPORT 1,500

NATURE CONSERVANCY OF MAINE

14 MAINE STREET SUITE 401
BRUNSWICK,ME04011 		NONE PC GENERAL SUPPORT 500

NEEDHAM COMMUNITY COUNCIL

570 HILLSIDE AVENUE
NEEDHAM,MA02494 		NONE PC GENERAL SUPPORT 2,000

NEIGHBORHOOD ASSOCIATION OF THE BACK BAY

160 COMMONWEALTH AVE L-8
BOSTON,MA021162749 		NONE PC GENERAL SUPPORT 500

NEW ENGLAND FORESTRY FOUNDATION

PO BOX 1346
LITTLETON,MA01460 		NONE PC GENERAL SUPPORT 500

NEW HAMPSHIRE FOOD BANK DEPT F

PO BOX 5000
MANCHESTER,NH031085000 		NONE PC GENERAL SUPPORT 1,000

NEWPORT ART MUSEUM

76 BELLEVUE AVENUE
NEWPORT,RI02840 		NONE PC GENERAL SUPPORT 250

NEWPORT CONTEMPORARY BALLET

76 BELLEVUE AVENUE
NEWPORT,RI02840 		NONE PC GENERAL SUPPORT 3,000

NEWPORT FILM

174 BELLEVUE AVENUE SUITE 314
NEWPORT,RI02840 		NONE PC GENERAL SUPPORT 250

NEWPORT MENTAL HEALTH

127 JOHNNY CAKE HILL ROAD
MIDDLETOWN,RI02842 		NONE PC GENERAL SUPPORT 250

NEWPORT PUBLIC EDUCATION FOUNDATION

320 THAMES STREET 1237
NEWPORT,RI02840 		NONE PC GENERAL SUPPORT 250

NEWPORT TREE CONSERVANCY

PO BOX 863
NEWPORT,RI02840 		NONE PC GENERAL SUPPORT 2,500

NOBLE & GREENOUGH SCHOOL

10 CAMPUS DRIVE
DEDHAM,MA020269906 		NONE PC GENERAL SUPPORT 200

NORMAN BIRD SANCTUARY

583 THIRD BEACH ROAD
MIDDLETOWN,RI02842 		NONE PC GENERAL SUPPORT 250

NORTH HAVEN BAPTIST CHURCH

PO BOX 435
NORTH HAVEN,ME048530435 		NONE PC GENERAL SUPPORT 500

NORTH HAVEN CONSERVATION PARTNERS

PO BOX 336
NORTH HAVEN,ME04853 		NONE PC GENERAL SUPPORT 950

NORTH HAVEN FOUNDATION

PO BOX 664
ROCKLAND,ME04841 		NONE PC GENERAL SUPPORT 100

NORTH HAVEN HISTORICAL SOCIETY

PO BOX 322
NORTH HAVEN,ME04853 		NONE PC GENERAL SUPPORT 2,250

NORTH HAVEN LIBRARY

PO BOX 486
NORTH HAVEN,ME048530486 		NONE PC GENERAL SUPPORT 1,600

NORTH HAVEN SUMMER SERVICES

111 SOUTH ORANGE GROVE BLVD UNIT
209
PASEDENA,CA91105 		NONE PC GENERAL SUPPORT 300

NORTH HAVEN SUSTAINABLE HOUSING

PO BOX 373
NORTH HAVEN,ME04853 		NONE PC GENERAL SUPPORT 500

NTW CIVIC NEWS

86 BROADWAY
NEWPORT,RI02840 		NONE PC GENERAL SUPPORT 500

OLIVER HAZARD PERRY

11A BRIDGE STREET
NEWPORT,RI02840 		NONE PC GENERAL SUPPORT 500

OUT MAINE

PO BOX 1723
ROCKLAND,ME04841 		NONE PC GENERAL SUPPORT 250

OXFAM AMERICA

77 NORTH WASHINGTON STREET SUITE
500
BOSTON,MA02114 		NONE PC GENERAL SUPPORT 5,000

PARTNERS IN HEALTH

800 BOYLSTON ST SUITE 300
BOSTON,MA02199 		NONE PC GENERAL SUPPORT 12,000

PARTNERS IN ISLAND EDUCATION

PO BOX 664
VINALHAVEN,ME04863 		NONE PC GENERAL SUPPORT 750

PEABODY ESSEX MUSEUM

161 ESSEX STREET
SALEM,MA01970 		NONE PC GENERAL SUPPORT 10,000

PENOBSCOT MARINE MUSEUM

PO BOX 498
SEARSPORT,ME049740498 		NONE PC GENERAL SUPPORT 11,500

PHILLIPS BROOKS HOUSE ASSOCIATION

1 HARVARD YARD
CAMBRIDGE,MA02138 		NONE PC GENERAL SUPPORT 1,000

PLANNED PARENTHOOD - PPGNHAIK

PO BOX 3641
SEATTLE,WA981243641 		NONE PC GENERAL SUPPORT 3,000

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

PO BOX 97166
WASHINGTON,DC020097166 		NONE PC GENERAL PURPOSE 6,000

PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS

1055 COMMONWEALTH AVE
BOSTON,MA021151001 		NONE PC GENERAL SUPPORT 2,000

PLANNED PARENTHOOD OF GREATER NY

26 BLEECKER ST
NEW YORK,NY100129784 		NONE PC GENERAL PURPOSE 3,000

PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND

784 HERCULES DR STE 110
COLCHESTER,VT054669943 		NONE PC GENERAL SUPPORT 1,000

PORTLAND MUSEUM OF ART

7 CONGRESS SQUARE
PORTLAND,ME04101 		NONE PC GENERAL SUPPORT 500

PROCTOR ACADEMY

PO BOX 500
ANDOVER,NH03216 		NONE PC PLEDGE INSTALLMENT 1 OF 5 6,000

RED CROSS OF MAINE

2401 CONGRESS STREET
PORTLAND,ME04102 		NONE PC GENERAL SUPPORT 300

REDWOOD LIBRARY

50 BELLEVUE AVENUE
NEWPORT,RI02840 		NONE PC GENERAL SUPPORT 275

REHEARSAL FOR LIFE

655 CENTRE STREET BOX 300037
JAMAICA PLAIN,MA02130 		NONE PC GENERAL SUPPORT 45,250

RHODE ISLAND TREE COUNCIL

PO BOX 6144
PROVIDENCE,RI02940 		NONE PC GENERAL SUPPORT 150

RI FOOD BANK

PO BOX 817
PROVIDENCE,RI029010817 		NONE PC GENERAL SUPPORT 500

RICAGV

265 OXFORD STREET
PROVIDENCE,RI02905 		NONE PC GENERAL SUPPORT 250

RISE AGAINST HUNGER

4801 GLENWOOD AVE STE 200
RALEIGH,NC27612 		NONE PC GENERAL SUPPORT 7,000

RIVERS SCHOOL

333 WINTER STREET
WESTON,MA02493 		NONE PC GENERAL SUPPORT 200

ROCKY MOUNTAIN INSTITUTE INNOVATION CENTER

2490 JUNCTION PLACE SUITE 200
BOULDER,CO80301 		NONE PC GENERAL SUPPORT 2,000

SEA EDUCATION ASSOCIATION

PO BOX 6
WOODS HOLE,MA02543 		NONE PC GENERAL SUPPORT 45,000

SELF-REALIZATION FELLOWSHIP

3880 SAN RAFAEL AVENUE
LOS ANGELES,CA900653219 		NONE PC GENERAL SUPPORT 4,000

SHERBORN LIBRARY (FRIENDS OF THE)

4 SANGER STREET
SHERBORN,MA01770 		NONE PC GENERAL SUPPORT 100

SHORE COUNTRY DAY SCHOOL

545 CABOT STREET
BEVERLY,MA01915 		NONE PC GENERAL SUPPORT 100

SIERRA CLUB FOUNDATION

2101 WEBSTER ST SUITE 1250
OAKLAND,CA94612 		NONE PC GENERAL SUPPORT 2,000

SITKA PUBLIC LIBRARY

320 HARBOR DRIVE
SITKA,AK998357553 		NONE PC GENERAL SUPPORT 250

SOUTHERN HARBOR ELDERCARE SERVICES

12 PULPIT HARBOR ROAD
NORTH HAVEN,ME04853 		NONE PC GENERAL SUPPORT 1,000

ST FRANCIS HOUSE

39 BOYLSTON STREET
BOSTON,MA02116 		NONE PC GENERAL SUPPORT 200

STAR KIDS

PO BOX 6214
MIDDLETOWN,RI02842 		NONE PC GENERAL SUPPORT 5,500

SUSTAINABLE FINGER LAKES

309 N AURORA ST
ITHICA,NY14850 		NONE PC GENERAL PURPOSE 1,000

THE ESPLANADE ASSOCIATION

575 BOYLSTON STREET SUITE 4R
BOSTON,MA02116 		NONE PC GENERAL SUPPORT 500

THE FESSEDEN SCHOOL

250 WALTHAM STREET
WEST NEWTON,MA02465 		NONE PC GENERAL SUPPORT 1,000

THE NATIONAL TRUST FOR SCOTLAND FOUNDATION USA

25 NEW CHARDON STREET LOBBY PO BOX
9207
BOSTON,MA02114 		NONE PC GENERAL SUPPORT 250

THE NATURE CONSERVANCY

4245 N FAIRFAX DRIVE SUITE 100
ARLINGTON,VA22203 		NONE PC GENERAL SUPPORT 1,000

THE SALVATION ARMY OF CAMBRIDGE AND ARLINGTON

GIFT PROCESSING CENTER PO BOX 55876
BOSTON,MA022055876 		NONE PC GENERAL SUPPORT 1,000

THE TRUSTEES

200 HIGH ST STE 4A
BOSTON,MA02110 		NONE PC GENERAL SUPPORT 750

THE TRUSTEES OF RESERVATIONS

200 HIGH STREET 4TH FLOOR
BOSTON,MA02110 		NONE PC GENERAL SUPPORT 1,000

THE TRUSTEES OF RESERVATIONS

200 HIGH ST STE 4A
BOSTON,MA021103036 		NONE PC CLAIRE SALTONSTALL ED PROG 7,500

THE VINEYARD HOUSE

PO BOX 4599
VINEYARD HAVEN,MA02568 		NONE PC GENERAL SUPPORT 2,000

TRUSTEES FOR ALASKA

121 W FIREWEED LANE SUITE 105
ANCHORAGE,AK99503 		NONE PC GENERAL SUPPORT 1,000

TRUSTEES OF TUFTS UNIVERSITY

200 WESTBORO ROAD
NORTH GRAFTON,MA01536 		NONE PC GENERAL SUPPORT 250

UNICEF

125 MAIDEN LANE
NEW YORK,NY10038 		NONE PC GENERAL SUPPORT 8,000

UNION OF CONCERNED SCIENTISTS

2 BRATTLE SQUARE SUITE 6
CAMBRIDGE,MA02138 		NONE PC GENERAL SUPPORT 2,000

UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY

PO BOX 51381
BOSTON,MA022051381 		NONE PC GENERAL SUPPORT 10,000

UNIVERSITY OF RICHMOND

365 COLLEGE ROAD
RICHMOND,VA23173 		NONE PC MEN'S TENNIS FUND 2,000

UNIVERSITY OF VIRGINIA

PO BOX 37963
BOONE,IA500374963 		NONE PC GENERAL SUPPORT 2,500

UNIVERSITY OF VIRGINIA

PO BOX 400807
CHARLOTTESVILLE,VA229044807 		NONE PC GENERAL SUPPORT 250

UPPER VALLEY HAVEN

713 HARTFORD AVENUE
WHITE RIVER JUNCTION,VT05001 		NONE PC GENERAL SUPPORT 4,000

US ROWING

LB 2162 PO BOX 95000
PHILADELPHIA,PA191950001 		NONE PC GENERAL SUPPORT 5,000

USA FOR UNHCR

1310 L ST NW SUITE 450
WASHINGTON,DC20005 		NONE PC GENERAL SUPPORT 6,000

VINALHAVEN HOUSING INITIATIVE

PO BOX 261
VINALHAVEN,ME04863 		NONE PC GENERAL SUPPORT 2,500

VINALHAVEN LAND TRUST

PO BOX 268
VINALHAVEN,ME048630268 		NONE PC GENERAL SUPPORT 2,200

VISIONS FOR CREATIVE HOUSING SOLUTIONS

8 SUNRISE FARM LANE
ENFIELD,NH03748 		NONE PC GENERAL SUPPORT 1,000

WATERFALL ARTS

256 HIGH STREET
BELFAST,ME04915 		NONE PC GENERAL SUPPORT 500

WATERMANS COMMUNITY CENTER

PO BOX 526
VINALHAVEN,ME04863 		NONE PC GENERAL SUPPORT 500

WATERMAN'S COMMUNITY CENTER

PO BOX 526
NORTH HAVEN,ME04853 		NONE PC GENERAL SUPPORT 2,250

WBUR

890 COMMONWEALTH AVE 3RD FL
BOSTON,MA02215 		NONE PC GENERAL SUPPORT 3,000

WERS

120 BOYLSTON ST
BOSTON,MA02116 		NONE PC GENERAL SUPPORT 500

WERU

PO BOX 170
EAST ORLAND,ME04431 		NONE PC GENERAL SUPPORT 500

WOMEN'S LUNCH PLACE

67 BOWDOIN STREET
BOSTON,MA02114 		NONE PC GENERAL SUPPORT 500

WOMEN'S RESOURCE CENTER

PO BOX 3204
NEWPORT,RI02840 		NONE PC GENERAL SUPPORT 250

WORLD FOOD PROGRAM - USA

PO BOX 96316
WASHINGTON,DC200906316 		NONE PC GENERAL SUPPORT 8,000

WORLD WILDLIFE FUND

PO BOX 97180
WASHINGTON,DC200907180 		NONE PC GENERAL SUPPORT 1,000

YOUTH FARM PROJECT

1013 W STATE ST/MLK JR BLVD
ITHICA,NY14850 		NONE PC GENERAL PURPOSE 20,500

AFRICAN WILDLIFE FOUNDATION

1100 NEW JERSEY AVE SE SUITE 900
WASHINGTON,DC20003 		NONE PC GENERAL SUPPORT 2,500

BRIGHAM AND WOMEN'S HOSPITAL

75 FRANCIS ST
BOSTON,MA02115 		NONE PC GENERAL SUPPORT 20,000

CHAPEL HAVEN INC

1040 WHALLEY AVE
NEW HAVEN,CT06515 		NONE PC GENERAL SUPPORT 12,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE ST
MONTGOMERY,AL36104 		NONE PC GENERAL SUPPORT 1,000

HUMANE SOCIETY

1255 23RD STREET NW SUITE 450
WASHINGTON,DC20037 		NONE PC GENERAL SUPPORT 2,500

MIDDLEBURY COLLEGE

14 OLD CHAPEL RD
MIDDLEBURY,VT05753 		NONE PC GENERAL SUPPORT 6,000

MIDDLESEX SCHOOL

1400 LOWELL ROAD
CONCORD,MA01742 		NONE PC GENERAL SUPPORT 6,000

PLANNED PARENTHOOD (PPFA)

PO BOX 97166
WASHINGTON,DC20090 		NONE PC GENERAL SUPPORT 3,000

PUPPIES BEHIND BARS

263 WEST 38TH STREET 4TH FLOOR
NEW YORK,NY10018 		NONE PC GENERAL SUPPORT 1,000

UNITED WAY OF BOSTON

9 CHANNEL CENTER ST UNIT 500
BOSTON,MA02210 		NONE PC GENERAL SUPPORT 1,000

URBAN RESOURCE INSTITUTE

205 EAST 42ND STREET 13TH FLOOR
NEW YORK,NY10017 		NONE PC GENERAL SUPPORT 2,000
Total .................................right arrow 3a 700,975
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 106,299  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 693,655  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aGRANT RECOVERY 		    01 20,000 0
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 819,954 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
819,954
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


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

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

04-6155699
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
MIDDLECOTT FOUNDATION
  		Employer identification number
04-6155699
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
SUSAN VON STADE
 
C/O 50 CONGRESS ST ROOM 800
 
BOSTON, MA02109

$ 31,014


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
WILLIAM L SALTONSTALL
 
C/O 50 CONGRESS ST ROOM 800
 
BOSTON, MA02109

$ 10,625


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
LEVIN CAMPBELL JR
 
C/O 50 CONGRESS ST ROOM 800
 
BOSTON, MA02109

$ 9,615


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

$  


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

$  


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

$  


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

04-6155699
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
1
 PUBLICLY TRADED SECURITIES $ 229,533 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 PUBLICLY TRADED SECURITIES $ 161,316 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 PUBLICLY TRADED SECURITIES $ 58,550 2024-12-31
(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
MIDDLECOTT FOUNDATION
  		Employer identification number

04-6155699
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
MIDDLECOTT FOUNDATION
EIN:
04-6155699
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING & BOOKKEEPING SRVCS 49,197 39,357 0 9,839

TY 2024 InvestmentsCorpStockSchedule
Name:
MIDDLECOTT FOUNDATION
EIN:
04-6155699
Name of Stock End of Year Book Value End of Year Fair Market Value
PUBLICLY TRADED STOCK 1,722,374 3,206,023

TY 2024 OtherExpensesSchedule
Name:
MIDDLECOTT FOUNDATION
EIN:
04-6155699
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 3,242 3,242 0 0


TY 2024 OtherIncomeSchedule2
Name:
MIDDLECOTT FOUNDATION
EIN:
04-6155699
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
GRANT RECOVERY 20,000 0 0


TY 2024 OtherProfessionalFeesSchedule
Name:
MIDDLECOTT FOUNDATION
EIN:
04-6155699
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL TAX SERVICES 7,230 5,784 0 1,446


TY 2024 TaxesSchedule
Name:
MIDDLECOTT FOUNDATION
EIN:
04-6155699
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MA FILING FEE 70 0 0 70
FOREIGN TAXES 1,629 1,629 0 0
FEDERAL INCOME TAXES 9,000 0 0 0