Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 07-01-2023 , and ending 06-30-2024
BCheck if applicable:
CName of organization
ESSEX COUNTY COMMUNITY FOUNDATION INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
500 CUMMINGS CENTER 5450
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BEVERLY, MA01915
D Employer identification number

04-3407816
E Telephone number

G Gross receipts $ 46,990,787
F Name and address of principal officer:
STRATTON C LLOYD
500 CUMMINGS CENTER 5450
BEVERLY,MA01915
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.ECCF.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1998
M State of legal domicile: MA
Part I
Summary
Activities & Governance 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 17
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 17
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 22
6 Total number of volunteers (estimate if necessary) ............. 6 83
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
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 18,558,566 11,962,146
9 Program service revenue (Part VIII, line 2g) ......... 669,829 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 3,447,628 5,593,188
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 11,997
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 22,676,023 17,567,331
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 18,121,246 16,301,346
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) 2,028,127 2,111,467
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 762,759    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,586,321 1,698,726
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 22,735,694 20,111,539
19 Revenue less expenses. Subtract line 18 from line 12....... -59,671 -2,544,208
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 126,649,132 134,350,244
21 Total liabilities (Part X, line 26)............. 22,783,442 26,189,121
22 Net assets or fund balances. Subtract line 21 from line 20..... 103,865,690 108,161,123
Part II
Signature Block
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 officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2023)
Form 990 (2023)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 18,074,671 including grants of $ 16,301,346 ) (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 expenses18,074,671
Form 990 (2023)
Form 990 (2023)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment
List of Attached Documents:
// Content
.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
List of Attached Documents:
// Content
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
List of Attached Documents:
// Content
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....Click to see attachment
List of Attached Documents:
// Content
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
List of Attached Documents:
// Content
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
List of Attached Documents:
// Content
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2023)
Form 990 (2023)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or 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? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
List of Attached Documents:
// Content
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
79
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2023)
Form 990 (2023)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
22
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2023)
Form 990 (2023)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
17
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
17
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
MA
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
ESSEX COUNTY COMMUNITY FOUNDATION INC500 CUMMINGS CENTER 5450   BEVERLY,MA01915 (978) 777-8876
Form 990 (2023)
Form 990 (2023)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) RICHARD SUMBERG......................................................................
CHAIRMAN OF THE BOARD
 2.00
.................
  		X   X       0 0 0
(2) BOB GORE......................................................................
CHAIR OF GOVERNANCE
 1.00
.................
  		X   X       0 0 0
(3) ALLAN HUNTLEY......................................................................
TREASURER
 1.00
.................
  		X   X       0 0 0
(4) BOB GOLDMAN......................................................................
CLERK
 1.00
.................
  		X   X       0 0 0
(5) MOIRA JAMES......................................................................
CHAIR OF DEVELOPMENT
 1.00
.................
  		X           0 0 0
(6) JIM RULLO......................................................................
CHAIR OF INVESTMENT
 1.00
.................
  		X           0 0 0
(7) RICHY AGJIAN......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(8) BEN LANGILLE......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(9) JOHN COLUCCI......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(10) CHRISTINE ORTIZ......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(11) PAM SCOTT......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(12) ANA COLMENERO......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(13) AMY KINGMAN......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(14) JON PAYSON......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(15) PATRICIA FAEHO......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(16) DEAN MARSH......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
(17) LANE GLENN......................................................................
TRUSTEE
 1.00
.................
  		X           0 0 0
Form 990 (2023)
Form 990 (2023)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) M ELIZABETH FRANCIS........................................................................
PRESIDENT AND CEO (UNTIL 6/24)
 40.00
.......................   		    X       220,000 0 6,600
(19) STRATTON C LLOYD........................................................................
COO AND EVP
 40.00
.......................   		    X       161,986 0 20,239
(20) STACEY LANDRY........................................................................
VP ADVANCEMENT AND PHILANTHROPIC SERVICES
 40.00
.......................   		        X   126,646 0 19,334
(21) J BRITTON HUTCHINS........................................................................
CFO
 32.00
.......................   		        X   110,102 0 18,766
(22) CAROL SCHUSTER........................................................................
VP GRANTS AND NONPROFIT SERVICES
 40.00
.......................   		        X   119,370 0 17,281
















1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 738,104 0 82,220
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 5
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(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 $100,000 of compensation from the organization 0
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 577,600
d Related organizations1d  
e Government grants (contributions)1e 149,958
f All other contributions, gifts, grants, and similar amounts not included above1f 11,234,588
g Noncash contributions included in lines 1a - 1f:$ 1g 2,634,886
h Total. Add lines 1a-1f....... 11,962,146
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....  
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 3,553,151     3,553,151
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 30,890,803  
b Less: cost or other basis and sales expenses 7b 28,850,766  
c Gain or (loss) 7c 2,040,037  
d Net gain or (loss)......... 2,040,037     2,040,037
8a Gross income from fundraising events (not including $ 577,600of contributions reported on line 1c). See Part IV, line 18 ....
8a 584,687
b Less: direct expenses ... 8b 572,690
c Net income or (loss) from fundraising events.. 11,997   11,997
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..        
OtherRevenueMiscAmt
Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......  
12 Total revenue. See instructions..... 17,567,331 0 0 5,605,185
Form 990 (2023)
Form 990 (2023)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 15,577,356 15,577,356
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 688,990 688,990
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 ........... 426,417 199,817 226,600  
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........ 1,399,132 342,152 607,339 449,641
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 38,828 9,408 16,737 12,683
9 Other employee benefits ....... 108,283 20,694 56,748 30,841
10 Payroll taxes ........... 138,807 40,254 63,851 34,702
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 1,730   1,730  
c Accounting ........... 41,640   41,640  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 10,682   10,682  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 743,597 740,783 1,823 991
12 Advertising and promotion .... 107,688     107,688
13 Office expenses ....... 194,639 56,445 89,534 48,660
14 Information technology ...... 117,607 34,106 54,099 29,402
15 Royalties ..        
16 Occupancy ........... 141,263 42,045 66,692 32,526
17 Travel ............ 43,855 12,718 20,173 10,964
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 187,268 187,268    
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 6,912 2,004 3,180 1,728
23 Insurance ... 11,730 3,402 5,395 2,933
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 STUDENT INCENTIVES 69,972 69,972    
b PROJECT SUPPORT 12,257 12,257    
c TRAINING 7,886   7,886  
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 20,111,539 18,074,671 1,274,109 762,759
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).        
Form 990 (2023)
Form 990 (2023)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 683,632 1 2,191,097
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 1,318,098 4 118,266
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 ...... 47,748 9 70,045
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 105,588
b Less: accumulated depreciation 10b 17,656 11,203 10c 87,932
11 Investments—publicly traded securities . 124,511,876 11 130,972,886
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 ........... 76,575 15 910,018
16 Total assets. Add lines 1 through 15 (must equal line 33)... 126,649,132 16 134,350,244
Liabilities 17 Accounts payable and accrued expenses ..... 223,451 17 538,999
18 Grants payable ... 2,967,761 18 1,926,965
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 19,592,230 25 23,723,157
26 Total liabilities. Add lines 17 through 25.. 22,783,442 26 26,189,121
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 96,590,180 27 100,258,578
28 Net assets with donor restrictions ........... 7,275,510 28 7,902,545
Organizations that do not follow FASB ASC 958, check here right arrow 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 ........... 103,865,690 32 108,161,123
33 Total liabilities and net assets/fund balances ........ 126,649,132 33 134,350,244
Form 990 (2023)
Form 990 (2023)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
17,567,331
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
20,111,539
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-2,544,208
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
103,865,690
5
Net unrealized gains (losses) on investments ...............
5
6,839,641
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
108,161,123
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2023)
Form 990 (2023)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
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
2023
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.)
1
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
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:

5
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.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
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.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
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:
10
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.)
11
12
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.
a
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.
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.
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.
d
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.
e
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.
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
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) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 23,816,873 12,947,079 14,427,769 10,139,947 11,962,146 73,293,814
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 23,816,873 12,947,079 14,427,769 10,139,947 11,962,146 73,293,814
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) .. 2,744,960
6 Public support. Subtract line 5 from line 4. 70,548,854
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
7 Amounts from line 4.. 23,816,873 12,947,079 14,427,769 10,139,947 11,962,146 73,293,814
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 1,990,415 1,716,037 1,993,842 2,629,892 3,553,151 11,883,337
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 85,177,151
12
12
1,778,013
13
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
14
14
82.830 %
15
15
84.510 %
16a
33 1/3% support test—2023. 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
b
33 1/3% support test—2022. 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—2023. 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
b
10%-facts-and-circumstances test—2022. 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
18
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) 2023

Schedule A (Form 990) 2023
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) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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.)..            
14
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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2023. 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
b
33 1/3 % support tests—2022. 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
20
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) 2023

Schedule A (Form 990) 2023
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
No
1
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.
1
 
 
2
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).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
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.
3b
 
 
c
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.
3c
 
 
4a
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.
4a
 
 
b
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.
4b
 
 
c
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.
4c
 
 
5a
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).
5a
 
 
b
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?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
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.
6
 
 
7
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) .
7
 
 
8
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).
8
 
 
9a
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.
9a
 
 
b
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.
9b
 
 
c
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.
9c
 
 
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
 
 
b
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) 2023

Schedule A (Form 990) 2023
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
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
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
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
No
1
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.
1
 
 
2
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.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
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).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
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?
1
 
 
2
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).
2
 
 
3
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.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
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.
2a
 
 
b
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.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
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.
3a
 
 
b
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.
3b
 
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
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  
7
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) 2023

Schedule A (Form 990) 2023
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 2023 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-2023 		(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2023:
a From 2018.......  
b From 2019.......  
c From 2020.......  
d From 2021.......  
e From 2022.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2023 distributable amount  
i Carryover from 2018 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2023 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2023 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2023, 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 2023. 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 2024. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2019.....  
b Excess from 2020.....  
c Excess from 2021.....  
d Excess from 2022.....  
e Excess from 2023.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
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) 2023


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
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






Form 990-PF




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
Special Rules
......... Arrow Bullet $  
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
ESSEX COUNTY COMMUNITY FOUNDATION INC
  		Employer identification number
04-3407816
Part I
Contributors
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


(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.)
(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
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) (2023)
Additional Data


Software ID:  
Software Version:  
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 arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........right arrow

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
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) 2022

Schedule C (Form 990) 2022
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 arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
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 ............................................................................... 20,684,229  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 20,684,229  
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? ...................................................................................................................

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) 2019 (b) 2020 (c) 2021 (d) 2022 (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) 2022


Schedule C (Form 990) 2022
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|No
(b)
Amount
1
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:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
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
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
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."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
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? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
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) 2022


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow 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
2022
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 ......... 136 49
2 Aggregate value of contributions to (during year) 4,774,735 5,312,857
3 Aggregate value of grants from (during year) 8,247,644 4,503,268
4 Aggregate value at end of year ........ 44,410,945 14,449,344
5
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? ............
6
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? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
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.
Held at the End of the 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  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
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)? .............................
9
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.
1a
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.
b
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 $  
2
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:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
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) 2022

Schedule D (Form 990) 2022
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
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):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
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?...
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.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
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  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
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 .... 23,819,226 22,286,942 26,640,252 21,565,127 18,220,585
b Contributions ... 451,974 742,461 903,050 904,229 2,522,278
c Net investment earnings, gains, and losses 3,099,971 2,335,583 -3,500,248 5,663,376 719,373
d Grants or scholarships ...         928,131
e Other expenditures for facilities
and programs ... 		1,759,843 1,545,760 1,756,112 1,492,480 795,154
f Administrative expenses ....          
g End of year balance ...... 25,611,328 23,819,226 22,286,942 26,640,252 21,565,127
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow69.140 %
b
Permanent endowment right arrow21.420 %
c
Term endowment right arrow9.440 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
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 ....   105,588 17,656 87,932
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 87,932
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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.)right arrow  
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.)right arrow  
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.)...........right arrow  
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 20,611,011
FUNDS HELD FOR OTHERS 2,189,190
OPERATING LEASE LIABILITY 922,956






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 23,723,157
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) 2022

Schedule D (Form 990) 2022
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, 2024. THE FOUNDATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS.
Schedule D (Form 990) 2022


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow 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
2023
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.
1
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? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
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) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 EDUCATION AND YOUTH DEVELOPMENT   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) 2023
Schedule F (Form 990) 2023
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.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
EUROPE (INCLUDING ICELAND & GREENLAND) HELP POLISH SOCIETY IN FINDING SOLUTIONS TO COMPLEX ENVIRONMENTAL, ECONOMIC AND SOCIAL PROBLEMS 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 .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
1
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023Page 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) 2023
Schedule F (Form 990) 2023
Page 4
Part IV
Foreign Forms
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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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). . . . . . . . . . . . . . . . . . . . . . . .
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). . . . . . . . . . . . . . . . . . . . . . . . . . . .
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) .
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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
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) 2023
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990)
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 arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
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.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
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?
b
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) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
3
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) 2023
Schedule G (Form 990) 2023
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.









VerticalRevenue
(a) Event #1

BLUEFIN BLOWOUT
(event type) 		(b) Event #2

THE FUND FOR THE FOUNDATION - IFT
(event type) 		(c) Other events

2
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
812,715
144,695
204,877
1,162,287

2
Less: Contributions . . . .
370,156
70,000
137,444
577,600
3 Gross income (line 1 minus
line 2) . . . . . .
442,559
74,695
67,433
584,687



VerticalDirectExpenses
4 Cash prizes . . . . . 172,500     172,500
5 Noncash prizes . . . .        
6 Rent/facility costs . . . . 3,720     3,720
7 Food and beverages . . . 69,290 10,427 25,128 104,845
8 Entertainment . . . . 28,068   11,250 39,318
9 Other direct expenses . . . 151,756 79,068 21,483 252,307
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 572,690
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow 11,997
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.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
YesNo
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
YesNo
b
If "Yes," explain:
 
Schedule G (Form 990) 2023
Schedule G (Form 990) 2023
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
YesNo
12
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
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
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 $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
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) 2023
Additional Data


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Schedule I
(Form 990)
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 the latest information.
OMB No. 1545-0047
2023
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
1
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? ........................
2
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 (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) MASS GENERAL HOSPITAL
100 CAMBRIDGE STREET SUITE 1310
BOSTON,MA02114 		04-3230035 501C3 1,055,000 0     HEALTH AND MENTAL HEALTH
(2) NORTHEAST ARC INC
1 SOUTHSIDE ROAD
DANVERS,MA019231973 		04-2232416 501C3 453,500 0     HEALTH AND MENTAL HEALTH
(3) THE COMMUNITY GROUP INC
190 HAMPSHIRE STREET
LAWRENCE,MA01840 		04-2473133 501C3 440,732 0     EDUCATION AND YOUTH DEVELOPMENT
(4) CITY OF SALEM
SALEM CITY HALL
SALEM,MA01970 		GOV 418,361 0     OTHER
(5) ALZHEIMER'S ASSOCIATION
320 NEVADA STREET SUITE 201
NEWTON,MA02460 		13-3039601 501C3 416,275 0     HEALTH AND MENTAL HEALTH
(6) MALDEN CATHOLIC HIGH SCHOOL
99 CRYSTAL STREET
MALDEN,MA02148 		04-2393983 501C3 400,000 0     EDUCATION AND YOUTH DEVELOPMENT
(7) ESSEX NORTH SHORE AGRICULTURAL & TECHNICAL SCHOOL
565 MAPLE STREET
HATHORNE,MA01937 		27-1237978 501C3 377,300 0     OTHER
(8) GREATER LAWRENCE COMMUNITY ACTION COUNCIL INC
305 ESSEX STREET 4TH FLOOR
LAWRENCE,MA01840 		04-2397449 501C3 371,900 0     COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
(9) GROUNDWORK LAWRENCE
50 ISLAND STREET SUITE 101 ENTRANCE
B
LAWRENCE,MA01840 		04-3546770 501C3 331,006 0     EDUCATION AND YOUTH DEVELOPMENT
(10) BABSON COLLEGE
ALUMNI HALL
BABSON PARK,MA02457 		04-2103544 501C3 260,000 0     EDUCATION AND YOUTH DEVELOPMENT
(11) YOUTH DEVELOPMENT ORGANIZATION
15 UNION STREET 500
LAWRENCE,MA01840 		04-3571721 501C3 255,500 0     EDUCATION AND YOUTH DEVELOPMENT
(12) TOWN OF NORTH ANDOVER
120 MAIN STREET
NORTH ANDOVER,MA01845 		GOV 250,000 0     OTHER
(13) ST JOHN'S PREPARATORY SCHOOL
72 SPRING STREET
DANVERS,MA01923 		53-0196617 501C3 221,025 0     EDUCATION AND YOUTH DEVELOPMENT
(14) YWCA OF NORTHEASTERN MA
38 LAWRENCE STREET
LAWRENCE,MA01840 		04-2130847 501C3 209,000 0     COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
(15) LAWRENCE CATHOLIC ACADEMY
101 PARKER STREET
LAWRENCE,MA01843 		53-0196617 501C3 200,000 0     EDUCATION AND YOUTH DEVELOPMENT
(16) MASSHIRE METRO NORTH WORKFORCE BOARD
SPACES DAVIS SQUARE
SOMERVILLE,MA02144 		04-3279555 501C3 200,000 0     OTHER
(17) GREATER LAWRENCE FAMILY HEALTH CENTER INC
34 HAVERHILL STREET
LAWRENCE,MA01844 		04-2708824 501C3 197,318 0     HEALTH AND MENTAL HEALTH
(18) NORTH SHORE COMMUNITY COLLEGE
1 FERNCROFT ROAD
DANVERS,MA01923 		22-2485476 501C3 167,000 0     EDUCATION AND YOUTH DEVELOPMENT
(19) ELIOT COMMUNITY HUMAN SERVICES INC
125 HARTWELL AVENUE
LEXINGTON,MA02421 		04-2316924 501C3 164,000 0     OTHER
(20) FAMILY SERVICES OF THE MERRIMACK VALLEY
430 NORTH CANAL STREET
LAWRENCE,MA018401246 		04-2104054 501C3 157,562 0     HEALTH AND MENTAL HEALTH
(21) WELLSPRING HOUSE INC
302 ESSEX AVENUE
GLOUCESTER,MA01930 		04-2735048 501C3 156,000 0     COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
(22) PHILLIPS ACADEMY
180 MAIN STREET
ANDOVER,MA01810 		04-2103579 501C3 150,250 0     EDUCATION AND YOUTH DEVELOPMENT
(23) PINGREE SCHOOL INC
537 HIGHLAND STREET
SOUTH HAMILTON,MA01982 		04-2279977 501C3 148,000 0     EDUCATION AND YOUTH DEVELOPMENT
(24) NORTH SHORE WORKERS COMMUNITY FUND INC DBA NEW LYNN COALITION
112 EXCHANGE STREET
LYNN,MA01901 		38-3851441 501C3 143,875 0     OTHER
(25) HARVARD CORPORATION
86 BRATTLE STREET
CAMBRIDGE,MA02138 		04-2103580 501C3 141,000 0     EDUCATION AND YOUTH DEVELOPMENT
(26) BAY STATE COMMUNITY SERVICES
1120 HANCOCK STREET
QUINCY,MA02169 		04-2468492 501C3 140,000 0     OTHER
(27) NORTHERN ESSEX COMMUNITY COLLEGE FOUNDATION
100 ELLIOTT STREET
HAVERHILL,MA01830 		04-2759634 501C3 140,000 0     EDUCATION AND YOUTH DEVELOPMENT
(28) JEANNE GEIGER CRISIS CENTER
2 HARRIS STREET
NEWBURYPORT,MA01950 		22-2474823 501C3 136,742 0     HEALTH AND MENTAL HEALTH
(29) ROOT NS INC
35 CONGRESS STREET SUITE 2350
SALEM,MA01970 		47-5454938 501C3 132,500 0     OTHER
(30) COMBINED JEWISH PHILANTHROPIES
126 HIGH STREET
BOSTON,MA02110 		04-2103559 501C3 125,000 0     RELIGION
(31) NORTH SHORE COMMUNITY DEVELOPMENT COALITION INC
96 LAFAYETTE STREET 2ND FLOOR
SALEM,MA01970 		04-2686893 501C3 125,000 0     HOUSING AND FOOD SECURITY
(32) TUFTS MEDICAL CENTER PARENT INC
800 WASHINGTON STREET 231
BOSTON,MA02111 		04-2810022 501C3 125,000 0     HEALTH AND MENTAL HEALTH
(33) CITIZENS INN INC
81 MAIN STREET
PEABODY,MA01960 		22-2540856 501C3 124,050 0     HOUSING AND FOOD SECURITY
(34) LAWRENCE COMMUNITY WORKS INC
168 NEWBURY STREET
LAWRENCE,MA01841 		04-2982308 501C3 107,000 0     COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
(35) OPEN DOOR CAPE ANN FOOD PANTRY INC
28 EMERSON AVENUE
GLOUCESTER,MA019302555 		22-2513482 501C3 104,020 0     HOUSING AND FOOD SECURITY
(36) LANDMARK SCHOOL
PO BOX 227
PRIDES CROSSING,MA01965 		04-2429311 501C3 102,500 0     EDUCATION AND YOUTH DEVELOPMENT
(37) YALE UNIVERSITY
246 CHURCH STREET
NEW HAVEN,CT06520 		06-0646973 501C3 102,000 0     OTHER
(38) CONSERVATION LAW FOUNDATION
62 SUMMER STREET SUITE 1
BOSTON,MA021101016 		04-6149986 501C3 100,000 0     ENVIRONMENT AND CLIMATE RESILIENCE
(39) NATURE SACRED
105 ANNAPOLIS STREET SUITE D
ANNAPOLIS,MD21401 		42-1263576 501C3 100,000 0     OTHER
(40) TECH GOES HOME INCORPORATED
131 DARTMOUTH STREET 3RD FLOOR
BOSTON,MA02116 		20-8629591 501C3 100,000 0     COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
(41) PEABODY ESSEX MUSEUM
161 ESSEX STREET
SALEM,MA01970 		04-3157815 501C3 98,340 0     ARTS AND CULTURE
(42) HEALING ABUSE WORKING FOR CHANGE (HAWC)
27 CONGRESS STREET SUITE 204
SALEM,MA01970 		04-2655367 501C3 93,750 0     HEALTH AND MENTAL HEALTH
(43) ESSEX COUNTY GREENBELT ASSOCIATION INC
82 EASTERN AVENUE
ESSEX,MA019291329 		04-2664297 501C3 89,498 0     ENVIRONMENT AND CLIMATE RESILIENCE
(44) BACKYARD GROWERS
103R MAPLEWOOD AVENUE
GLOUCESTER,MA01930 		47-1553021 501C3 84,500 0     ENVIRONMENT AND CLIMATE RESILIENCE
(45) LEAP FOR EDUCATION INC
35 CONGRESS STREET SUITE 102
SALEM,MA01970 		47-1445061 501C3 82,750 0     EDUCATION AND YOUTH DEVELOPMENT
(46) HARBORLIGHT HOMES
283 ELLIOTT STREET
BEVERLY,MA01915 		04-2313571 501C3 80,000 0     OTHER
(47) GLOUCESTER LYCEUM AND SAWYER FREE LIBRARY
2 DALE AVENUE
GLOUCESTER,MA01930 		04-2173047 501C3 79,000 0     OTHER
(48) LEADS INC
PO BOX 1531
LAWRENCE,MA01840 		87-1328553 501C3 77,500 0     OTHER
(49) DANA FARBER CANCER INSTITUTE
450 BROOKLINE AVENUE
BOSTON,MA02115 		04-2263040 501C3 76,000 0     OTHER
(50) BRIGHAM AND WOMEN'S HOSPITAL
263 HUNTINGTON AVENUE 318
BOSTON,MA02115 		04-2312909 501C3 75,000 0     OTHER
(51) TEK COLLABORATIVE
14 CEDAR STREET STUDIO 213
AMESBURY,MA01913 		88-1212411 501C3 75,000 0     SCIENCE AND RESEARCH
(52) TOWN OF ANDOVER
36 BARTLET STREET
ANDOVER,MA01810 		04-6001069 501C3 75,000 0     OTHER
(53) WOMEN'S MONEY MATTERS
6 LIBERTY SQUARE 2697
BOSTON,MA02109 		90-0688545 501C3 75,000 0     EDUCATION AND YOUTH DEVELOPMENT
(54) PATHWAYS FOR CHILDREN INC
29 EMERSON AVENUE
GLOUCESTER,MA019302660 		04-2694002 501C3 70,974 0     EDUCATION AND YOUTH DEVELOPMENT
(55) CONNECTICUT CHILDREN'S MEDICAL CENTER
282 WASHINGTON STREET
HARTFORD,CT061063322 		22-2619869 501C3 69,499 0     HEALTH AND MENTAL HEALTH
(56) TRUSTEES OF PHILLIPS ACADEMY
180 MAIN STREET
ANDOVER,MA01810 		04-2103579 501C3 65,000 0     EDUCATION AND YOUTH DEVELOPMENT
(57) BEVERLY BOOTSTRAPS COMMUNITY SERVICES INC
35 PARK STREET
BEVERLY,MA01915 		04-3254507 501C3 64,500 0     COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
(58) ROCKPORT MUSIC
16 MAIN STREET
ROCKPORT,MA01966 		22-2479696 501C3 63,500 0     ARTS AND CULTURE
(59) GREEN BEVERLY
100 CUMMINGS CENTER SUITE 350-E
BEVERLY,MA01915 		87-1173877 501C3 62,400 0     OTHER
(60) NEW AMERICAN ASSOCIATION OF MASSACHUSETTS INC
330 LYNNWAY SUITE 302
LYNN,MA01901 		04-3102943 501C3 61,500 0     HUMAN RIGHTS
(61) ESPERANZA ACADEMY INC
198 GARDEN STREET
LAWRENCE,MA01840 		73-1722348 501C3 60,000 0     EDUCATION AND YOUTH DEVELOPMENT
(62) MERRIMACK VALLEY FOOD BANK INC
1703 MIDDLESEX STREET
LOWELL,MA01851 		22-3241609 501C3 60,000 0     OTHER
(63) RIAN IMMIGRANT CENTER INC
ONE STATE STREET SUITE 800
BOSTON,MA02109 		04-3063382 501C3 60,000 0     OTHER
(64) CAPE ANN MUSEUM INC
27 PLEASANT STREET
GLOUCESTER,MA019305909 		04-2143545 501C3 56,250 0     ARTS AND CULTURE
(65) COMMUNITY ACTION INC
3 WASHINGTON SQUARE STE 4
HAVERHILL,MA01830 		04-2383153 501C3 55,000 0     HOUSING AND FOOD SECURITY
(66) LEO INC
PO BOX 711
LYNN,MA01903 		04-2378885 501C3 54,000 0     COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
(67) ANDOVER PUBLIC SCHOOLS
36R BARTLET STREET
ANDOVER,MA01810 		GOV 52,353 0     EDUCATION AND YOUTH DEVELOPMENT
(68) GLOUCESTER FUND INC
45 MIDDLE STREET
GLOUCESTER,MA01930 		04-3521016 501C3 51,000 0     COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
(69) PLUMMER YOUTH PROMISE
37 WINTER ISLAND ROAD
SALEM,MA01970 		04-2104844 501C3 50,250 0     EDUCATION AND YOUTH DEVELOPMENT
(70) MASS DEVELOPMENT FINANCE AGENCY
99 HIGH STREET
BOSTON,MA02110 		04-3431814 501C3 50,000 0     OTHER
(71) MILTON ACADEMY
170 CENTRE STREET
MILTON,MA02186 		04-2103603 501C3 50,000 0     EDUCATION AND YOUTH DEVELOPMENT
(72) MOST BLESSED SACRAMENT PARISH
1155 MAIN STREET
WAKEFIELD,MA01880 		04-2154124 501C3 50,000 0     OTHER
(73) OCEAN RIVER INSTITUTE
12 ELIOT STREET
CAMBRIDGE,MA02138 		20-8273235 501C3 50,000 0     ENVIRONMENT AND CLIMATE RESILIENCE
(74) WHEATON COLLEGE
26 E MAIN STREET
NORTON,MA02766 		04-2103638 501C3 50,000 0     EDUCATION AND YOUTH DEVELOPMENT
(75) MAKEIT HAVERHILL - COMMUNITY ACTION INC
301 WASHINGTON STREET
HAVERHILL,MA01832 		04-2383153 501C3 49,917 0     OTHER
(76) GLOUCESTER PUBLIC SCHOOLS
32 LESLIE O JOHNSON ROAD
GLOUCESTER,MA01930 		GOV 45,654 0     EDUCATION AND YOUTH DEVELOPMENT
(77) MERRIMACK RIVER WATERSHED COUNCIL
60 ISLAND STREET SUITE 211-E
LAWRENCE,MA01840 		04-2633281 501C3 45,000 0     ENVIRONMENT AND CLIMATE RESILIENCE
(78) THREE SISTERS GARDEN PROJECT INC
PO BOX 422
IPSWICH,MA01938 		82-5144854 501C3 44,250 0     ENVIRONMENT AND CLIMATE RESILIENCE
(79) TOP NOTCH SCHOLARS
60 ISLAND STREET
LAWRENCE,MA01840 		46-4527723 501C3 44,000 0     OTHER
(80) LIFEBRIDGE NORTH SHORE
56 MARGIN STREET
SALEM,MA01970 		20-4539306 501C3 43,500 0     HOUSING AND FOOD SECURITY
(81) LATINO SUPPORT NETWORK
140 UNION STREET STE 203 205
LYNN,MA01901 		47-1869515 501C3 42,500 0     OTHER
(82) IPSWICH RIVER WATERSHED ASSOCIATION
PO BOX 576
IPSWICH,MA01938 		04-2615125 501C3 41,148 0     ENVIRONMENT AND CLIMATE RESILIENCE
(83) FIRST BAPTIST CHURCH IN BEVERLY
221 CABOT STREET
BEVERLY,MA01915 		13-5563018 501C3 40,000 0     RELIGION
(84) PROJECT HOME AGAIN
PO BOX 1236
ANDOVER,MA01810 		47-2261131 501C3 40,000 0     OTHER
(85) BOYS & GIRLS CLUB OF LAWRENCE
136 WATER STREET
LAWRENCE,MA018414722 		04-2104377 501C3 39,932 0     EDUCATION AND YOUTH DEVELOPMENT
(86) NOTRE DAME EDUCATION CENTER
354 MERRIMACK STREET STE 210
LAWRENCE,MA018431755 		04-3392507 501C3 38,000 0     EDUCATION AND YOUTH DEVELOPMENT
(87) GIRLS INC OF LYNN
50 HIGH STREET
LYNN,MA01902 		04-2104250 501C3 37,000 0     EDUCATION AND YOUTH DEVELOPMENT
(88) BEDFORD PUBLIC SCHOOLS
97 MCMAHON ROAD
BEDFORD,MA01730 		04-6001082 501C3 36,914 0     OTHER
(89) ESSEX COUNTY COMMUNITY ORGANIZATION
74 SOUTH COMMON STREET
LYNN,MA019024553 		04-2768237 501C3 35,400 0     RELIGION
(90) BREAD & ROSES
58 NEWBURY STREET
LAWRENCE,MA018401714 		04-2768119 501C3 35,000 0     OTHER
(91) LAWRENCE GENERAL HOSPITAL
ONE GENERAL STREET
LAWRENCE,MA018420389 		04-2103586 501C3 35,000 0     HEALTH AND MENTAL HEALTH
(92) SHORE COUNTRY DAY SCHOOL
545 CABOT STREET
BEVERLY,MA01915 		04-2104926 501C3 35,000 0     EDUCATION AND YOUTH DEVELOPMENT
(93) STRAIGHT AHEAD MINISTRIES INC
791 MAIN STREET
WORCESTER,MA01610 		04-3103694 501C3 35,000 0     EDUCATION AND YOUTH DEVELOPMENT
(94) BLESSED STEPHEN BELLESINI O S A ACADEMY INC
94 BRADFORD STREET
LAWRENCE,MA01842 		04-3585445 501C3 34,000 0     EDUCATION AND YOUTH DEVELOPMENT
(95) NORTH SHORE COMMUNITY COLLEGE FOUNDATION
1 FERNCROFT ROAD PO BOX 3340
DANVERS,MA01923 		22-2485476 501C3 33,725 0     OTHER
(96) THE TRUSTEES OF RESERVATIONS
200 HIGH STREET 4TH FLOOR
BOSTON,MA02110 		04-2105780 501C3 33,000 0     ENVIRONMENT AND CLIMATE RESILIENCE
(97) NORTH END MUSIC AND PERFORMING ARTS CENTER (NEMPAC)
50 TILESTON STREET
BOSTON,MA02113 		04-3545228 501C3 31,250 0     OTHER
(98) IMMIGRANT FAMILY SERVICES INSTITUTE
1626 BLUE HILL AVE
MATTAPAN,MA02126 		47-4400495 501C3 30,200 0     OTHER
(99) GLOUCESTER STAGE COMPANY
267 EAST MAIN STREET
GLOUCESTER,MA01930 		04-2485199 501C3 30,000 0     ARTS AND CULTURE
(100) JUNIOR ACHIEVEMENT OF NORTHERN NEW ENGLAND INC

 
  		84-1267604 501C3 30,000 0     EDUCATION AND YOUTH DEVELOPMENT
(101) METHUEN PUBLIC SCHOOLS
9 BRANCH STREET
METHUEN,MA01844 		GOV 30,000 0     OTHER
(102) WELCOME IMMIGRANT NETWORK
15 WARREN STREET
PEABODY,MA01960 		82-5500713 501C3 30,000 0     OTHER
(103) BOSTON CHILDREN'S HOSPITAL
300 LONGWOOD AVENUE
BOSTON,MA02115 		04-2774441 501C3 29,500 0     EDUCATION AND YOUTH DEVELOPMENT
(104) MASSACHUSETTS COALITION FOR THE HOMELESS
73 BUFFUM STREET
LYNN,MA01902 		22-2599662 501C3 27,544 0     HOUSING AND FOOD SECURITY
(105) PREP FOR PREP
328 WEST 71ST STREET
NEW YORK,NY10023 		13-2613383 501C3 27,483 0     OTHER
(106) MERRIMACK VALLEY YMCA
280 MERRIMACK STREET SUITE 500
LAWRENCE,MA01843 		04-2104378 501C3 27,250 0     EDUCATION AND YOUTH DEVELOPMENT
(107) FRIENDS OF MIDDLESEX FELLS RESERVATION INC
235 WEST FOSTER STREET
MELROSE,MA02176 		22-3278797 501C3 26,529 0     ENVIRONMENT AND CLIMATE RESILIENCE
(108) COMMUNITY GIVING TREE
572B MAIN STREET
BOXFORD,MA01921 		26-4239602 501C3 26,000 0     EDUCATION AND YOUTH DEVELOPMENT
(109) PROVIDENCE COLLEGE
1 CUNNINGHAM SQUARE
PROVIDENCE,RI02918 		05-0258932 501C3 25,869 0     EDUCATION AND YOUTH DEVELOPMENT
(110) ATENEO DOMINICANO DE NUEVA INGLATERRA
15 UNION STREET SUITE 195
LAWRENCE,MA01840 		83-3612070 501C3 25,500 0     OTHER
(111) ANNISQUAM ASSOCIATION
16 LEONARD STREET
GLOUCESTER,MA01930 		04-6115161 501C3 25,000 0     OTHER
(112) ARTADIA
45 MAIN STREET
BROOKLYN,NY11201 		91-1877238 501C3 25,000 0     OTHER
(113) BEVERLY HIGH SCHOOL
100 SOHIER ROAD
BEVERLY,MA01915 		GOV 25,000 0     EDUCATION AND YOUTH DEVELOPMENT
(114) BEYOND SOCCER INC
280 MERRIMACK STREET SUITE 311
LAWRENCE,MA01840 		45-0648718 501C3 25,000 0     EDUCATION AND YOUTH DEVELOPMENT
(115) ISSUE ONE
1401 K STREET NW SUITE 350
WASHINGTON,DC20005 		32-0384285 501C3 25,000 0     OTHER
(116) MVYOUTH INC
PO BOX 65
CHILMARK,MA02535 		46-5177674 501C3 25,000 0     OTHER
(117) NORTH SHORE COMMUNITY ACTION PROGRAMS INC
119 REAR FOSTER STREET
PEABODY,MA01960 		04-2385280 501C3 25,000 0     COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
(118) PARTNERS IN DEVELOPMENT INC
2 NORTH MAIN STREET
IPSWICH,MA01938 		22-2536583 501C3 25,000 0     COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
(119) SOUTH CHURCH IN ANDOVER
41 CENTRAL STREET
ANDOVER,MA01810 		13-1957221 501C3 25,000 0     OTHER
(120) UMASS LOWELL INNOVATION HUB
2 MERRIMACK STREET 3RD FLOOR
HAVERHILL,MA01830 		04-2607130 501C3 25,000 0     EDUCATION AND YOUTH DEVELOPMENT
(121) THE FOOD PROJECT - NORTH SHORE
120 MUNROE STREET
LYNN,MA01901 		04-3262532 501C3 24,730 0     ENVIRONMENT AND CLIMATE RESILIENCE
(122) ELEVATED THOUGHT INC
15 UNION STREET SUITE 608
LAWRENCE,MA01840 		27-3519031 501C3 24,500 0     ARTS AND CULTURE
(123) FAMILIES FOR DEPRESSION AWARENESS
391 TOTTEN POND ROAD SUITE 101
WALTHAM,MA02451 		04-3546730 501C3 24,000 0     OTHER
(124) YMCA OF THE NORTH SHORE INC
200 CUMMINGS CENTER SUITE 173D
BEVERLY,MA01915 		04-2104913 501C3 23,692 0     EDUCATION AND YOUTH DEVELOPMENT
(125) SHARING FOUNDATION
PO BOX 600
CONCORD,MA01742 		01-0518534 501C3 23,600 0     OTHER
(126) MERRIMACK VALLEY IMMIGRANT & EDUCATION CENTER INC
439 SOUTH UNION STREET
LAWRENCE,MA01843 		74-3093665 501C3 23,000 0     HUMAN RIGHTS
(127) NOTRE DAME CRISTO REY HIGH SCHOOL
203 LAWRENCE STREET
METHUEN,MA01844 		02-0296284 501C3 23,000 0     EDUCATION AND YOUTH DEVELOPMENT
(128) NORTHEAST HOSPITAL CORPORATION (BEVERLY HOSPITAL)
85 HERRICK STREET
BEVERLY,MA01915 		04-2121317 501C3 22,680 0     HEALTH AND MENTAL HEALTH
(129) VNA CARE NETWORK INC
100 TRADECENTER G500
WOBURN,MA01801 		04-2103825 501C3 22,171 0     OTHER
(130) EXPRESS YOURSELF
100 CUMMINGS CENTER SUITE 165E
BEVERLY,MA01915 		04-3294365 501C3 21,750 0     EDUCATION AND YOUTH DEVELOPMENT
(131) ESSEX ART CENTER
56 ISLAND STREET
LAWRENCE,MA01840 		04-3238501 501C3 21,500 0     EDUCATION AND YOUTH DEVELOPMENT
(132) FAMILY PROMISE NORTH SHORE BOSTON INC
35 CONANT STREET
BEVERLY,MA01915 		27-1801635 501C3 21,500 0     HOUSING AND FOOD SECURITY
(133) FRACTURED ATLAS INC
PO BOX 55
HARTSDALE,NY105300055 		11-3451703 501C3 21,500 0     ARTS AND CULTURE
(134) MASS AUDUBON
208 SOUTH GREAT ROAD
LINCOLN,MA01773 		04-2104702 501C3 21,144 0     ENVIRONMENT AND CLIMATE RESILIENCE
(135) BOYS & GIRLS CLUB OF GREATER SALEM
PO BOX 24
SALEM,MA01970 		04-2104912 501C3 21,000 0     EDUCATION AND YOUTH DEVELOPMENT
(136) CENTERBOARD INC
16 CITY HALL SQUARE
LYNN,MA01901 		04-3019658 501C3 21,000 0     COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
(137) ELEVATE NEW ENGLAND
403 ANDOVER STREET
LOWELL,MA01852 		81-2111126 501C3 21,000 0     OTHER
(138) GLOUCESTER MARINE GENOMICS INSTITUTE
417 MAIN STREET
GLOUCESTER,MA01930 		46-3020006 501C3 21,000 0     OTHER
(139) LYNN COMMUNITY HEALTH CENTER
269 UNION STREET
LYNN,MA01901 		04-2525066 501C3 21,000 0     HEALTH AND MENTAL HEALTH
(140) MABEL CENTER FOR IMMIGRANT JUSTICE
1167 MASSACHUSETTS AVENUE
ARLINGTON,MA02476 		85-1703023 501C3 21,000 0     OTHER
(141) COMPANIES FOR CAUSES
IMPACT FINANCE CENTER
DENVER,CO80210 		27-2808532 501C3 20,446 0     OTHER
(142) ACTION INC
180 MAIN STREET
GLOUCESTER,MA019303749 		04-2389332 501C3 20,000 0     HOUSING AND FOOD SECURITY
(143) BISHOP FEEHAN HIGH SCHOOL
70 HOLCOTT DRIVE
ATTLEBORO,MA02703 		GOV 20,000 0     OTHER
(144) BUILDING A BETTER BEVERLY INC
191 CABOT STREET
BEVERLY,MA01915 		27-4670630 501C3 20,000 0     OTHER
(145) COMMUNITY FOUNDATION OF HERKIMER AND ONEIDA COUNTIES INC
2608 GENESEE STREET
UTICA,NY13502 		15-6016932 501C3 20,000 0     OTHER
(146) GREATER LAWRENCE COMMUNITY BOATING PROGRAM INC
1 EATON STREET
LAWRENCE,MA01840 		04-2671824 501C3 20,000 0     EDUCATION AND YOUTH DEVELOPMENT
(147) MASSACHUSETTS CENTER FOR NATIVE AMERICAN AWARENESS INC
85 CONSTITUTION LANE SUITE 3-B1
DANVERS,MA01923 		04-3049162 501C3 20,000 0     ARTS AND CULTURE
(148) NORTH SHORE ALLIANCE OF GAY & LESBIAN YOUTH (NAGLY)
2 EAST INDIA SQUARE SUITE 121
SALEM,MA01970 		04-3399331 501C3 20,000 0     EDUCATION AND YOUTH DEVELOPMENT
(149) ROCKY NECK ART COLONY INC
6 WONSON STREET
GLOUCESTER,MA019304183 		04-2795273 501C3 20,000 0     ARTS AND CULTURE
(150) SOCIAL VENTURE PARTNERS CONNECTICUT INC
1221 POST ROAD
EAST WESTPORT,CT06880 		85-1704762 501C3 20,000 0     OTHER
(151) ST LAWRENCE UNIVERSITY
23 ROMODA DRIVE
CANTON,NY13617 		15-0532239 501C3 20,000 0     OTHER
(152) WOODWELL CLIMATE RESEARCH CENTER
149 WOODS HOLE ROAD
FALMOUTH,MA025401644 		04-3005094 501C3 20,000 0     OTHER
(153) SUENOS BASKETBALL
2 LINDEN STREET
LAWRENCE,MA01841 		47-4540840 501C3 19,500 0     OTHER
(154) NEIGHBORS IN NEED
PO BOX 447
LAWRENCE,MA01842 		22-2481699 501C3 19,463 0     HOUSING AND FOOD SECURITY
(155) ROLLING RIDGE
660 GREAT POND RD
NORTH ANDOVER,MA01845 		80-0526547 501C3 19,000 0     OTHER
(156) LYNN MUSIC FOUNDATION INC
PO BOX 8004
LYNN,MA01904 		88-4197401 501C3 17,500 0     ARTS AND CULTURE
(157) NEWBURYPORT ART ASSOCIATION
PO BOX 28
NEWBURYPORT,MA01950 		04-6060657 501C3 16,500 0     ARTS AND CULTURE
(158) PEABODY CULTURAL COLLABORATIVE INC
22 FOSTER STREET
PEABODY,MA01960 		30-0779579 501C3 16,500 0     OTHER
(159) UTEC INC
15 WARREN STREET NO 3
LOWELL,MA01852 		38-3669532 501C3 16,500 0     OTHER
(160) GLOUCESTER EDUCATION FOUNDATION
PO BOX 1104
GLOUCESTER,MA01931 		57-1224669 501C3 16,000 0     EDUCATION AND YOUTH DEVELOPMENT
(161) LAWRENCE HISTORY CENTER
AKA LAWRENCE HISTORY CENTER
LAWRENCE,MA01840 		04-2651157 501C3 16,000 0     ARTS AND CULTURE
(162) ONE MISSION INC
69 MILK STREET SUITE 300
WESTBOROUGH,MA01581 		26-3741880 501C3 16,000 0     OTHER
(163) LAWRENCE FAMILY DEVELOPMENT INC DBA LAWRENCE PROSPERA
355 HAVERHILL STREET
LAWRENCE,MA01840 		04-3177142 501C3 15,500 0     EDUCATION AND YOUTH DEVELOPMENT
(164) CITY OF LYNN
3 CITY HALL SQUARE ROOM 312
LYNN,MA01901 		04-6001397 501C3 15,023 0     OTHER
(165) BEVERLY PUBLIC SCHOOLS
70 BALCH STREET
BEVERLY,MA01915 		GOV 15,000 0     OTHER
(166) BROOKLINE HIGH SCHOOL
115 GREENOUGH STREET
BROOKLINE,MA02445 		GOV 15,000 0     OTHER
(167) GUNSTON SCHOOL
911 GUNSTON ROAD
CENTREVILLE,MD21617 		52-0614282 501C3 15,000 0     OTHER
(168) LATINO COALITION OF HAVERHILL
PO BOX 615
HAVERHILL,MA01831 		88-2650015 501C3 15,000 0     OTHER
(169) MARBLEHEAD BOOSTERS CLUB INC
PO BOX 244
MARBLEHEAD,MA01945 		04-2631410 501C3 15,000 0     OTHER
(170) MERRIMACK VALLEY PROJECT INC
1045 ESSEX STREET
LAWRENCE,MA01841 		04-3132443 501C3 15,000 0     HUMAN RIGHTS
(171) MUSEUM OF FINE ARTS
465 HUNTINGON AVENUE
BOSTON,MA02115 		04-2103607 501C3 15,000 0     ARTS AND CULTURE
(172) NORTH SHORE UNITED WAY INC
100 CUMMINGS CENTER SUITES 231-C
341-D
BEVERLY,MA01915 		04-2257377 501C3 15,000 0     COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
(173) PETTENGILL HOUSE
21 WATER STREET SUITE 4A
AMESBURY,MA01913 		04-3287827 501C3 15,000 0     HOUSING AND FOOD SECURITY
(174) PHILLIPS EXETER ACADEMY
20 MAIN STREET
EXETER,NH038332460 		  15,000 0     OTHER
(175) PRESIDENT & TRUSTEES OF COLBY COLLEGE
4120 MAYFLOWER HILL DRIVE
WATERVILLE,ME049018841 		01-0211497 501C3 15,000 0     EDUCATION AND YOUTH DEVELOPMENT
(176) TENACITY
38 EVERETT STREET SUITE 50
BOSTON,MA02134 		04-3452763 501C3 15,000 0     OTHER
(177) THE REAL PROGRAM INC
PAYNE FAMILY LITERACY HOUSE
LYNN,MA01902 		46-3105431 501C3 15,000 0     OTHER
(178) NEWHALL FIELDS COMMUNITY FARM INC
P O BOX 131
PEABODY,MA01960 		83-4367832 501C3 14,950 0     OTHER
(179) UNIVERSITY OF NEW HAMPSHIRE FOUNDATION INC
ELLIOTT ALUMNI CENTER
DURHAM,NH03824 		02-0437506 501C3 14,603 0     OTHER
(180) ADDISON GILBERT HOSPITAL
OFFICE OF PHILANTHROPY
GLOUCESTER,MA01930 		04-2121317 501C3 14,450 0     HEALTH AND MENTAL HEALTH
(181) BROOKWOOD SCHOOL INC
1 BROOKWOOD ROAD
MANCHESTER,MA01944 		04-2227413 501C3 14,000 0     EDUCATION AND YOUTH DEVELOPMENT
(182) GIRLS ON THE RUN GREATER BOSTON
89 SOUTH STREET SUITE LL00
BOSTON,MA02111 		46-3532424 501C3 14,000 0     OTHER
(183) SI SE PUEDE
131 MAIN STREET PO BOX 53
NORTH ANDOVER,MA01845 		22-2632181 501C3 14,000 0     EDUCATION AND YOUTH DEVELOPMENT
(184) ESSEX COUNTY TRAIL ASSOCIATION
PO BOX 358
HAMILTON,MA01936 		04-3029275 501C3 13,750 0     ENVIRONMENT AND CLIMATE RESILIENCE
(185) PAX INC
DBA PAX CENTER FOR CHRISTIAN
SPIRITUAL FORMATION
ESSEX,MA01929 		32-0568438 501C3 13,600 0     OTHER
(186) ACT LAWRENCE
15 UNION STREET ENTRANCE C
LAWRENCE,MA01840 		04-3408855 501C3 13,500 0     COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
(187) MANSHIP ARTIST RESIDENCE AND STUDIOS INC
PO BOX 7071
GLOUCESTER,MA01930 		47-5404477 501C3 13,325 0     ARTS AND CULTURE
(188) MONTSERRAT COLLEGE OF ART
23 ESSEX STREET
BEVERLY,MA01915 		52-1859814 501C3 13,250 0     EDUCATION AND YOUTH DEVELOPMENT
(189) FRANCISCAN HOSPITAL FOR CHILDREN INC
ATTN ADVANCEMENT DEPT
BRIGHTON,MA02135 		53-0196617 501C3 13,000 0     OTHER
(190) EARLS HOPE RESCUE INC
1357 OLD HIGHWAY 100
WACO,GA30182 		47-4529879 501C3 12,654 0     OTHER
(191) TOWN OF SWAMPSCOTT
22 MONUMENT AVENUE
SWAMPSCOTT,MA01907 		GOV 12,128 0     OTHER
(192) ACLU FOUNDATION OF MASSACHUSETTS INC
ONE CENTER PLAZA SUITE 850
BOSTON,MA02108 		47-3686152 501C3 12,000 0     HUMAN RIGHTS
(193) BAGLY INC
PO BOX 960814
BOSTON,MA021960814 		04-2785336 501C3 12,000 0     OTHER
(194) GREATER BOSTON FOOD BANK
70 SOUTH BAY AVENUE
BOSTON,MA02118 		04-2717782 501C3 12,000 0     HOUSING AND FOOD SECURITY
(195) SAMARITANS ON CAPE COD AND THE ISLANDS
13 STEEPLE STREET
MASHPEE,MA02649 		04-2738811 501C3 12,000 0     OTHER
(196) THE TREVOR PROJECT INC
PO BOX 69232
WEST HOLLYWOOD,CA90069 		95-4681287 501C3 12,000 0     OTHER
(197) WINDRUSH FARM THERAPEUTIC EQUITATION INC
479 LACY STREET
NORTH ANDOVER,MA018453381 		04-2476717 501C3 11,500 0     HEALTH AND MENTAL HEALTH
(198) ANIMAL RESCUE LEAGUE OF BOSTON
10 CHANDLER STREET
BOSTON,MA02116 		04-2103714 501C3 11,000 0     OTHER
(199) BATES COLLEGE
2 ANDREWS ROAD
LEWISTON,ME04240 		01-0211781 501C3 11,000 0     EDUCATION AND YOUTH DEVELOPMENT
(200) CROSS CATHOLIC OUTREACH
DONATION PROCESSING CENTER
WASHINGTON,DC200907168 		65-1156061 501C3 11,000 0     OTHER
(201) ARISE RWANDA MINISTRIES INC
8333 SE STARK STREET
PORTLAND,OR97216 		46-2783389 501C3 10,846 0     OTHER
(202) THACHER ISLAND ASSOCIATION
PO BOX 73
ROCKPORT,MA01966 		04-2790266 501C3 10,750 0     ARTS AND CULTURE
(203) ALL HANDS AND HEARTS SMART RESPONSE INC
6 COUNTRY ROAD SUITE 6
MATTAPOISETT,MA02739 		20-3414952 501C3 10,500 0     (BLANK)
(204) ATTIC YOUTH CENTER
255 S 16TH STREET
PHILADELPHIA,PA19102 		23-3020071 501C3 10,500 0     OTHER
(205) BREAD & ROSES HERITAGE COMMITTEE INC
PO BOX 1137
LAWRENCE,MA01842 		04-2898483 501C3 10,500 0     ARTS AND CULTURE
(206) DUDLEY STREET NEIGHBORHOOD INITIATIVE INC
504 DUDLEY STREET
ROXBURY,MA02119 		04-2859066 501C3 10,500 0     OTHER
(207) POLITICAL ASYLUM IMMIGRATION REPRESENTATION PROJECT INC
AKA PAIR
BOSTON,MA02114 		22-3003501 501C3 10,500 0     OTHER
(208) RAW ART WORKS
37 CENTRAL SQUARE 2ND FLOOR
LYNN,MA01901 		22-2854850 501C3 10,500 0     ARTS AND CULTURE
(209) REPRODUCTIVE EQUITY NOW FOUNDATION
ONE FEDERAL STREET FLOOR 5
BOSTON,MA02110 		04-2679358 501C3 10,500 0     OTHER
(210) LAWRENCE PARTNERSHIP
420 COMMON STREET
LAWRENCE,MA01840 		47-1019447 501C3 10,400 0     COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
(211) GLOUCESTER MARITIME HERITAGE CENTER INC
23 HARBOR LOOP
GLOUCESTER,MA01930 		04-3480870 501C3 10,250 0     ENVIRONMENT AND CLIMATE RESILIENCE
(212) ANNISQUAM YACHT CLUB SAILING & TENNIS PROGRAM INC
17 RIVER ROAD
GLOUCESTER,MA01930 		45-1997718 501C3 10,000 0     OTHER
(213) ATLANTIC SALMON FEDERATION
14 MAINE STREET SUITE 406
BRUNSWICK,ME04011 		13-2618801 501C3 10,000 0     ENVIRONMENT AND CLIMATE RESILIENCE
(214) BISHOP FENWICK HIGH SCHOOL
99 MARGIN STREET
PEABODY,MA01960 		56-2438553 501C3 10,000 0     OTHER
(215) BOSTON UNIVERSITY GRADUATE SCHOOL OF MANAGEMENT
595 COMMONWEALTH AVENUE
BOSTON,MA02215 		04-2103547 501C3 10,000 0     OTHER
(216) CHILDREN'S FRIEND
153 SUMMER STREET
PROVIDENCE,RI02903 		05-0258819 501C3 10,000 0     OTHER
(217) DC CENTRAL KITCHEN INC
PO BOX 417406
BOSTON,MA022417406 		52-1584936 501C3 10,000 0     OTHER
(218) ENDICOTT COLLEGE
376 HALE STREET
BEVERLY,MA01915 		04-2103567 501C3 10,000 0     EDUCATION AND YOUTH DEVELOPMENT
(219) EQUAL JUSTICE INITIATIVE
122 COMMERCE STREET
MONTGOMERY,AL36104 		63-1135091 501C3 10,000 0     OTHER
(220) ESSEX HISTORICAL SOCIETY & SHIPBUILDING MUSEUM INC
64 SUMNER STREET
GLOUCESTER,MA01930 		51-0185873 501C3 10,000 0     ARTS AND CULTURE
(221) FAMILY & CHILDREN'S SERVICE OF GREATER LYNN INC DBA LIFESCIENCE
111 N COMMON STREET
LYNN,MA019024223 		04-2235959 501C3 10,000 0     EDUCATION AND YOUTH DEVELOPMENT
(222) HUMAN RIGHTS WATCH INC
350 FIFTH AVENUE 34TH FLOOR
NEW YORK,NY10118 		13-2875808 501C3 10,000 0     OTHER
(223) 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 0     HEALTH AND MENTAL HEALTH
(224) MARY & JOHN ELLIOT CHARITABLE FOUNDATION
BEDFORD COMMONS
BEDFORD,NH031109930 		02-0512229 501C3 10,000 0     OTHER
(225) MASSACHUSETTS BAIL FUND INC
2161 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02140 		82-4924766 501C3 10,000 0     OTHER
(226) METHUEN ARLINGTON NEIGHBORHOOD INC
141 TENNEY STREET
METHUEN,MA018443810 		04-3265830 501C3 10,000 0     COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
(227) OAKLAND MUSEUM OF CALIFORNIA
1000 OAK STREET
OAKLAND,CA94607 		45-3138892 501C3 10,000 0     ARTS AND CULTURE
(228) POLICE ASSISTED ADDICTION AND RECOVERY INITIATIVE INC
12 BROADWAY
BEVERLY,MA01915 		47-4235159 501C3 10,000 0     OTHER
(229) PRINCETON UNIVERSITY
110 WEST COLLEGE
PRINCETON,NJ08542 		21-0634501 501C3 10,000 0     EDUCATION AND YOUTH DEVELOPMENT
(230) ROSIES PLACE INC
889 HARRISON AVENUE
BOSTON,MA02118 		04-2582187 501C3 10,000 0     HOUSING AND FOOD SECURITY
(231) SAINT JOHN'S EPISCOPAL CHURCH
705 HALE STREET
BEVERLY,MA01915 		04-2103845 501C3 10,000 0     HOUSING AND FOOD SECURITY
(232) SALEM SOUND COASTWATCH
12 FEDERAL STREET
SALEM,MA01970 		04-3354518 501C3 10,000 0     ENVIRONMENT AND CLIMATE RESILIENCE
(233) SHARE OUR STRENGTH INC
AKA NO KID HUNGRY
WASHINGTON,DC20005 		52-1367538 501C3 10,000 0     OTHER
(234) SKULL GAMES
320 SW CENTURY DR SUITE 405-101
BEND,OR97702 		92-3817043 501C3 10,000 0     OTHER
(235) ST JOSEPH SCHOOL
15 GOULD STREET
WAKEFIELD,MA01880 		  10,000 0     OTHER
(236) TIMANOUS FOUNDATION
PO BOX 2886
SOUTH PORTLAND,ME04116 		35-2580434 501C3 10,000 0     EDUCATION AND YOUTH DEVELOPMENT
(237) TISCH COLLEGE TUFTS UNIVERSITY
163 PACKARD AVENUE
MEDFORD,MA02155 		04-2103634 501C3 10,000 0     EDUCATION AND YOUTH DEVELOPMENT
(238) TOWER SCHOOL
75 WEST SHORE DRIVE
MARBLEHEAD,MA01945 		04-2105750 501C3 10,000 0     OTHER
(239) TOWN OF GEORGETOWN
COUNCIL ON AGING
GEORGETOWN,MA01833 		GOV 10,000 0     COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
(240) WINCHESTER ABC
PO BOX 94
WINCHESTER,MA01890 		23-7121159 501C3 10,000 0     OTHER
(241) YOUTHSERVE INC
2717 7TH AVENUE S 105
BIRMINGHAM,AL35233 		63-1278901 501C3 10,000 0     EDUCATION AND YOUTH DEVELOPMENT
(242) IRISE DANCE PROJECT
50 ISLAND STREET SUITE 102
LAWRENCE,MA01840 		93-3293731 501C3 9,500 0     OTHER
(243) FIRST CONGREGATIONAL SOCIETY IN SALEM
316 ESSEX STREET
SALEM,MA01970 		04-2111209 501C3 9,000 0     OTHER
(244) HALEY HOUSE INC
23 DARTMOUTH STREET
BOSTON,MA02116 		04-2437845 501C3 9,000 0     OTHER
(245) 412 INC
159 ALLSTON STREET
MEDFORD,MA02155 		87-1851770 501C3 8,000 0     HEALTH AND MENTAL HEALTH
(246) CHANGE IS SIMPLE
100 CUMMINGS CENTER SUITE 227Q
BEVERLY,MA019156241 		45-1463482 501C3 8,000 0     OTHER
(247) DOWNEAST SALMON FEDERATION
187 MAIN STREET
COLUMBIA FALLS,ME04623 		01-0532938 501C3 8,000 0     ENVIRONMENT AND CLIMATE RESILIENCE
(248) PROJECT STEP
301 MASSACHUSETTS AVENUE
BOSTON,MA02115 		22-2505816 501C3 8,000 0     OTHER
(249) ROOM TO GROW NATIONAL INC
SOUTH BRONX FAMILY CENTER
BRONX,NY10455 		13-4012096 501C3 8,000 0     OTHER
(250) THE GOVERNOR'S ACADEMY
1 ELM STREET
BYFIELD,MA01922 		04-2103564 501C3 8,000 0     OTHER
(251) WINGS OF STRENGTH SOBER LIVING (INSIGHT RECOVERY HOMES)
1105 FRANKLIN STREET
MELROSE,MA02176 		87-1220790 501C3 7,800 0     OTHER
(252) JEWISH COMMUNITY CENTER OF THE NORTH SHORE INC
4 COMMUNITY ROAD
MARBLEHEAD,MA01945 		04-2104351 501C3 7,723 0     COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
(253) BOSTON DANCE ALLIANCE INC
19 CLARENDON STREET
BOSTON,MA02116 		04-3064755 501C3 7,500 0     OTHER
(254) FRIENDS OF THE DANVERS COMMITTEE FOR DIVERSITY INC
1 SYLVAN ST
DANVERS,MA01923 		04-3549317 501C3 7,500 0     HUMAN RIGHTS
(255) XAVERIAN BROTHERS USA INC
4409 FREDERICK AVENUE
BALTIMORE,MD212294102 		53-0196617 501C3 7,495 0     OTHER
(256) ACTING OUT THEATER COMPANY
60 ISLAND STREET
LAWRENCE,MA01840 		06-1791023 501C3 7,000 0     ARTS AND CULTURE
(257) CONGREGATION OF THE SISTERS OF ST JOSEPH OF BOSTON
637 CAMBRIDGE STREET
BRIGHTON,MA021352801 		53-0196617 501C3 7,000 0     OTHER
(258) AMIRAH INC
10 TOWER OFFICE PARK STE 413
WOBURN,MA01801 		27-1214049 501C3 6,500 0     HUMAN RIGHTS
(259) COMMUNITIES TOGETHER INC
276 ESSEX STREET
LAWRENCE,MA01842 		04-3268423 501C3 6,500 0     RELIGION
(260) KNIGHTS OF COLUMBUS CHARITIES INC
PO BOX 1966
NEW HAVEN,CT065091966 		23-7227608 501C3 6,500 0     OTHER
(261) SPUR INC
PO BOX 1274
MARBLEHEAD,MA01945 		47-2014980 501C3 6,500 0     OTHER
(262) WIDE HORIZONS FOR CHILDREN INC
375 TOTTEN POND ROAD
WALTHAM,MA02451 		04-2564960 501C3 6,400 0     OTHER
(263) ASCENSION MEMORIAL CHURCH
31 COUNTY STREET
IPSWICH,MA01938 		  6,093 0     OTHER
(264) BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC
780 ALBANY STREET
BOSTON,MA02118 		04-3160480 501C3 6,000 0     OTHER
(265) COLD HOLLOW TO CANADA INC
PO BOX 406
MONTGOMRY CENTER,VT05471 		36-4717953 501C3 6,000 0     OTHER
(266) CREATIVE HAVERHILL INC
PO BOX 205
HAVERHILL,MA01831 		22-2539427 501C3 6,000 0     ARTS AND CULTURE
(267) DAY 1 BAGS
118 LAKE FRONT DRIVE
BOERNE,TX78006 		84-5024295 501C3 6,000 0     OTHER
(268) DAY DREAMING ORGANIZATION INC
40 FAIRMONT STREET APT 2
LAWRENCE,MA01841 		84-4282351 501C3 6,000 0     OTHER
(269) FRIENDS OF THE MAD RIVER
PO BOX 255
WAITSFIELD,VT05673 		03-0348974 501C3 6,000 0     ENVIRONMENT AND CLIMATE RESILIENCE
(270) HAWAII COMMUNITY FOUNDATION
827 FORT STREET MALL
HONOLULU,HI96813 		99-0261283 501C3 6,000 0     OTHER
(271) HOLY FAMILY MISSION INC
15 CHERRY STREET
GLOUCESTER,MA01930 		84-4978335 501C3 6,000 0     OTHER
(272) NORTHEAST WILDERNESS TRUST
17 STATE STREET SUITE 302
MONTPELIER,VT05602 		01-0729039 501C3 6,000 0     ENVIRONMENT AND CLIMATE RESILIENCE
(273) NVNA AND HOSPICE
120 LONGWATER DRIVE
NORWELL,MA02061 		04-2104797 501C3 6,000 0     OTHER
(274) ST MARY STAR OF THE SEA PARISH
4280 GULF OF MEXICO DRIVE
LONGBOAT KEY,FL34228 		53-0196617 501C3 6,000 0     OTHER
(275) ARCHDIOCESE OF BOSTON
66 BROOKS DRIVE
BRAINTREE,MA02184 		53-0196617 501C3 5,811 0     OTHER
(276) CABOT PERFORMING ARTS CENTER INC
286 CABOT STREET
BEVERLY,MA01915 		47-1431634 501C3 5,500 0     OTHER
(277) MICHAEL J DIAS FOUNDATION
398 EAST STREET
LUDLOW,MA01056 		45-4675913 501C3 5,400 0     HEALTH AND MENTAL HEALTH
(278) PEDRO MARTINEZ FOUNDATION
PO BOX 990045
BOSTON,MA02199 		91-1983749 501C3 5,400 0     OTHER
(279) UNIVERSITY OF NEW HAMPSHIRE
PARSONS HALL N139
DURHAM,NH03824 		02-0437506 501C3 5,400 0     EDUCATION AND YOUTH DEVELOPMENT
(280) MIDDLESEX SCHOOL
1400 LOWELL ROAD
CONCORD,MA01742 		04-2103821 501C3 5,250 0     EDUCATION AND YOUTH DEVELOPMENT
(281) MASS AUDUBON SOCIETY INC
IPSWICH RIVER WILDLIFE SANCTUARY
TOPSFIELD,MA019831922 		04-2104702 501C3 5,242 0     ENVIRONMENT AND CLIMATE RESILIENCE
(282) FRIENDS OF BEVERLY RECREATION & YOUTH SERVICES INC
PO BOX 691
BEVERLY,MA01915 		04-3191960 501C3 5,200 0     EDUCATION AND YOUTH DEVELOPMENT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
268
3
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) 2023

Schedule I (Form 990) 2023
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 357 688,990      
(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) 2023



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Schedule J
(Form 990)
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
2023
Open to Public Inspection
Name of the organization
ESSEX COUNTY COMMUNITY FOUNDATION INC
 
Employer identification number

04-3407816
Part I
Questions Regarding Compensation
Yes
No
1a
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.
b
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 .....
1b
 
 
2
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? ....
2
 
 
3
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.
4
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:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
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.
5
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:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
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:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
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 ............
7
 
No
8
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 ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
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
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1M ELIZABETH FRANCIS
PRESIDENT AND CEO (UNTIL 6/24) 		(i)

(ii)		 220,000
-------------
0 		0
-------------
0 		0
-------------
0 		6,600
-------------
0 		0
-------------
0 		226,600
-------------
0 		0
-------------
0
2STRATTON C LLOYD
COO AND EVP 		(i)

(ii)		 161,986
-------------
0 		0
-------------
0 		0
-------------
0 		5,227
-------------
0 		15,012
-------------
0 		182,225
-------------
0 		0
-------------
0
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
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) 2023

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image 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
2023
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 28 2,634,886 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 Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
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
29
 
Yes
No
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
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
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) (2023)
Schedule M (Form 990) (2023)
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) (2023)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990)

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 the latest information.
OMB No. 1545-0047
2023
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) 2023


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
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
2023
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?
Yes No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(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
Yes No Yes No












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?
Yes No












Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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
No
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 .....................
1a
 
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
 
e Loans or loan guarantees by related organization(s) ............................
1e
 
 
f Dividends from related organization(s) ............................
1f
 
 
g Sale of assets to related organization(s) ............................
1g
 
 
h Purchase of assets from related organization(s) ............................
1h
 
 
i Exchange of assets with related organization(s) ............................
1i
 
 
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
 
o Sharing of paid employees with related organization(s) ............................
1o
 
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
 
s Other transfer of cash or property from related organization(s) ............................
1s
 
 
2
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) 2023
Schedule R (Form 990) 2023
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) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(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
Yes No Yes No Yes No






























Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) 2023

Additional Data


Software ID:  
Software Version: