Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
MATTINA R PROCTOR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)75 FEDERAL ST STE 1300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA021102052
A Employer identification number

11-1067014
B Telephone number (see instructions)

(617) 748-5107
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$22,272,556J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 5,418 5,418  
4 Dividends and interest from securities... 370,826 370,826  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 651,176
b Gross sales price for all assets on line 6a 2,631,861
7 Capital gain net income (from Part IV, line 2)... 731,375
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
36,970 36,970  
12 Total. Add lines 1 through 11........ 1,064,390 1,144,589  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 135,080 67,540   67,540
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,717      
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,217      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
134,337 33,770   100,567
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
50,154 42,137   4,256
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 337,505 143,447   172,363
25 Contributions, gifts, grants paid....... 767,000 767,000
26 Total expenses and disbursements. Add lines 24 and 25 1,104,505 143,447   939,363
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -40,115
b Net investment income (if negative, enter -0-) 1,001,142
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 103,433 261,944 261,944
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 10,130,841 Click to see attachment
List of Attached Documents:
// Content
9,928,601 		21,700,594
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)     Click to see attachment
List of Attached Documents:
// Content
310,018
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,234,274 10,190,545 22,272,556
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 10,234,274 10,184,544
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds   6,001
29 Total net assets or fund balances (see instructions)..... 10,234,274 10,190,545
30 Total liabilities and net assets/fund balances (see instructions). 10,234,274 10,190,545
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
10,234,274
2
Enter amount from Part I, line 27a .....................
2
-40,115
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
57
4
Add lines 1, 2, and 3 ..........................
4
10,194,216
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,671
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,190,545
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 690 SHS AIR PRODUCTS & CHEMICALS P 2021-08-05 2024-02-22
b 131 SHS CISCO SYSTEMS INC P 2005-02-20 2024-08-19
c 500 SHS DISNEY P 2018-10-29 2024-09-26
d 31 SHS DISNEY P 2005-02-20 2024-09-26
e 40 SHS DISNEY P 2019-10-22 2024-09-26
1469 SHS DISNEY P 2005-02-20 2024-09-26
265 SHS DISNEY P 2019-10-22 2024-09-26
333.01 SHS DUKE ENERGY CORP P 1985-12-04 2024-02-22
1595 SHS DISNEY P 2019-10-22 2024-09-26
333.33 SHS DUKE ENERGY CORP P 1996-04-24 2024-02-22
4900 SHS DOW INC P 2021-08-05 2024-09-26
1741.66 SHS DUKE ENERGY CORP P 2001-12-04 2024-02-22
2000 SHS NIKE INC P 2019-10-22 2024-09-26
67 SHS DUKE ENERGY CORP P 2005-02-20 2024-02-22
1300 SHS NIKE INC P 2020-09-21 2024-09-26
635 SHS MICROSOFT CORP P 2005-02-20 2024-09-26
100 SHS NIKE INC P 2020-09-21 2024-09-26
90 SHS MICROSOFT CORP P 2005-02-20 2024-09-26
500 SHS NIKE INC P 2020-09-21 2024-09-26
1000 SHS PFIZER INC P 1985-11-22 2024-09-26
200 SHS NIKE INC P 2020-09-21 2024-09-26
4780 SHS PFIZER INC P 1991-05-29 2024-09-26
1400 SHS TARGET CORP P 2020-09-21 2024-09-26
1220 SHS PFIZER INC P 1991-05-29 2024-09-26
400 SHS UNITEDHEALTH GROUP P 2020-09-21 2024-12-11
189 SHS PFIZER INC P 2005-02-20 2024-09-26
4688 SHS BIRSTOL MYERS SQUIBB P 2005-02-20 2024-09-26
869 SHS CISCO SYSTEMS INC P 2005-02-20 2024-08-19
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 158,638   200,856 -42,218
b 6,482   2,278 4,204
c 47,452   57,094 -9,642
d 2,942   886 2,056
e 3,796   5,318 -1,522
139,415   40,964 98,451
25,149   35,231 -10,082
30,704   5,080 25,624
151,373   212,053 -60,680
30,733   13,790 16,943
264,666   301,154 -36,488
160,581   82,260 78,321
179,755   192,770 -13,015
6,177   3,127 3,050
116,841   146,835 -29,994
274,868   16,151 258,717
8,989   11,295 -2,306
38,955   2,289 36,666
44,944   56,055 -11,111
28,794   2,047 26,747
17,978   22,584 -4,606
137,636   22,754 114,882
219,913   207,942 11,971
35,124   5,807 29,317
215,372   119,504 95,868
5,441   4,700 741
235,823   114,551 121,272
43,001   15,111 27,890
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -42,218
b       4,204
c       -9,642
d       2,056
e       -1,522
      98,451
      -10,082
      25,624
      -60,680
      16,943
      -36,488
      78,321
      -13,015
      3,050
      -29,994
      258,717
      -2,306
      36,666
      -11,111
      26,747
      -4,606
      114,882
      11,971
      29,317
      95,868
      741
      121,272
      27,890
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 731,375
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 13,916
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 13,916
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 13,916
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 11,257
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 17,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 28,257
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 14,341
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow14,341 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.MRPF.ORG
14
The books are in care ofright arrowJEFFREY D HUTCHINS Telephone no.right arrow (617) 748-5107

Located atright arrow75 FEDERAL STREET SUITE 1300BOSTONMA ZIP+4right arrow02110
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
 
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JEFFREY D HUTCHINS TRUSTEE
10.00 		67,540 0 0
75 FEDERAL STREET SUITE 1300
BOSTON,MA02110
WILLIAM I HOCHBERG TRUSTEE
10.00 		67,540 0 0
1900 AVENUE OF THE STARS 19TH FLOOR
LOS ANGELES,CA90067
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
BROUDE & HOCHBERG LLP GRANT ADMIN 100,567
75 FEDERAL ST STE 1300
BOSTON,MA02110
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
20,622,519
b
Average of monthly cash balances.......................
1b
211,058
c
Fair market value of all other assets (see instructions)................
1c
310,018
d
Total (add lines 1a, b, and c).........................
1d
21,143,595
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
21,143,595
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
317,154
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
20,826,441
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,041,322
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,041,322
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
13,916
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,916
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,027,406
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,027,406
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,027,406
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
939,363
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
939,363
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,027,406
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 836,301
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 939,363
a Applied to 2023, but not more than line 2a 836,301
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 103,062
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		924,344
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JEFFREY D HUTCHINS TRUSTEE
75 FEDERAL ST STE 1300
BOSTON,MA02110
(617) 748-5107
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS ACCEPTED FROM PUBLIC CHARITIES. APPLICATIONS SHOULD BE BY LETTER, AND CONTAIN A DESCRIPTION OF THE APPLICANT ORGANIZATION, PURPOSE AND BUDGET OF GRANT SOLICITED, AND PROOF OF TAX EXEMPT STATUS.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PREFERENCE IS GIVEN TO ORGANIZATIONS LOCATED IN THE NORTHEASTERN UNITED STATES.
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ALEX LEVASSEUR MEMORIAL FUND

3421 BELMONT BLVD
NASHVILLE,TN37215 		N/A PUB CHARITY GRANT-IN SUPPORT OF ALL ACTIVITIES & 6,000

AMERICAN RED CROSS

430 17TH STREET NW
WASHINGTON,DC20006 		N/A PUB CHARITY GRANT-HURRICANE HELENE DISASTER RELI 15,000

BERKLEE COLLEGE OF MUSIC

1140 BOYLSTON STREET
BOSTON,MA02215 		N/A PUB CHARITY GRANT-IN SUPPORT OF ALL ACTIVITES & 6,000

BOSTON BAROQUE

177 HUNTINGTON AVE
1791
BOSTON,MA02115 		N/A PUB CHARITY GRANT-HANDEL'S ARIODANTE 15,000

BOSTON LYRIC OPERA

15 CHANNEL CENTER STREET
SUITE 106
BOSTON,MA02210 		N/A PUB CHARITY GRANT-BRITTEN NOYE'S FLUDDE-1ST INST 50,000

BOSTON SYMPHONY ORCHESTRA

301 MASSACHUSETTS AVE
BOSTON,MA02115 		N/A PUB CHARITY GRANT-DIE TOTE STADT 7,500

BRANDEIS UNIVERSITY

415 SOUTH STREET
WALTHAM,MA02453 		N/A PUB CHARITY GRANT-IN SUPPORT OF ALL ACTIVITIES & 6,000

BRIGHTWORK NEWMUSIC

2335 E COLORADO BLVD
STE 115240
PASADENA,CA91107 		N/A PUB CHARITY GRANT-AT BOARD'S DISCRETION 7,000

CAMDEN CONFERENCE

PO BOX 882
CAMDEN,ME04843 		N/A PUB CHARITY GRANT-2024 CONFERENCE ON INDIA 5,000

CAMDEN FESTIVAL OF POETRY

11 PENOBSCOT AVENUE
CAMDEN,ME04843 		N/A PUB CHARITY GRANT-AT BOARD'S DISCRETION 1,500

CASA ESPERANZA INC

302 EUSTIS ST
BOSTON,MA02119 		N/A PUB CHARITY GRANT-IN SUPPORT OF ALL ACTIVITIES & 6,000

CENTER FOR MAINE CONTEMPORARY ART

21 WINTER STREET
ROCKLAND,ME04841 		N/A PUB CHARITY GRANT-LOOK INSIDE SESSIONS 2,000

CREATIVE COMMUNITY FOR PEACE

PO BOX 34122
LOS ANGELES,CA90034 		N/A PUB CHARITY GRANT-BLACK JEWISH ENT ALLIANCE & AT 6,000

CREATIVE COMMUNITY FOR PEACE

PO BOX 34122
LOS ANGELES,CA90034 		N/A PUB CHARITY GRANT-BLACK JEWISH ENT ALLIANCE & AT 3,000

CREATIVE COMMUNITY FOR PEACE

PO BOX 34122
LOS ANGELES,CA90034 		N/A PUB CHARITY GRANT-BLACK JEWISH ENT ALLIANCE & AT 3,000

EAST LOS ANGELES WOMENS CENTER

1431 S ALTANTIC BLVD
LOS ANGELES,CA90022 		N/A PUB CHARITY GRANT-IN SUPPORT OF ALL PROGRAMS 3,000

FARNSWORTH ART MUSEUM

16 MUSEUM STREET
ROCKLAND,ME04841 		N/A PUB CHARITY GRANT-AT BOARD'S DISCRETION 21,500

FARNSWORTH ART MUSEUM

16 MUSEUM STREET
ROCKLAND,ME04841 		N/A PUB CHARITY GRANT-AT BOARD'S DISCRETION 10,000

FOUNDATION FOR MODERN OPERA-MARSH C

15 BREWSTER ROAD
WORCESTER,MA01602 		N/A PRIVATE FDN GRANT-SONNET 4 FILM PRODUCTION 32,500

FOUNDATION FOR MODERN OPERA-MISC

15 BREWSTER ROAD
WORCESTER,MA01602 		N/A PRIVATE FDN GRANT-2024 SHAKESPEARE CONCERT 7,300

FOUNDATION FOR MODERN OPERA-SONNET

15 BREWSTER ROAD
WORCESTER,MA01602 		N/A PRIVATE FDN GRANT-2024 TSC ADV, BABORAK FEE 50,000

FRIENDS OF CASTLE HEIGHTS

9755 CATTARAUGUS AVE
LOS ANGELES,CA90034 		N/A PUB CHARITY GRANT-THIRD GRADE UKELELE CLASS 6,000

FRIENDS OF STRAND THEATRE

PO BOX 433
ROCKLAND,ME04841 		N/A PUB CHARITY GRANT-SUPPORT 2024-2025 SCHOOL SESSI 5,000

GUITARS IN THE CLASSROOM

1286 UNIVERSITY AVE 389
SAN DIEGO,CA92103 		N/A PUB CHARITY GRANT-IN SUPPORT OF ALL ACTIVITIES 3,000

MAINE MEDIA COLLEGE

70 CAMDEN STREET
ROCKPORT,ME04856 		N/A PUB CHARITY GRANT-CAMPUS DARKROOM FACILITIES 20,000

MAKING COMMUNITY HAPPEN

39 SUMMER ST
ROCKLAND,ME04841 		N/A PUB CHARITY GRANT-GENERAL PURPOSES 2,500

MASSACHUSETTS FOREST TRUST

249 LAKESIDE AVENUE
MARLBOROUGH,MA01752 		N/A PUB CHARITY GRANT-MEALS ON WHEELS PROGRAM 3,500

NEW ENGLAND AQUARIUM

1 CENTRAL WHARF
BOSTON,MA02110 		N/A PUB CHARITY GRANT-IN SUPPORT OF TURTLE RESCUE PR 15,000

NEW ENGLAND CONSERVATORY

290 HUNTINGTON AVENUE
BOSTON,MA02115 		N/A PUB CHARITY GRANT-AT BOARD'S DISCRETION 25,000

NEW ENGLAND CONSERVATORY

290 HUNTINGTON AVENUE
BOSTON,MA02115 		N/A PUB CHARITY GRANT-AT BOARD'S DISCRETION 10,000

NEW MUSIC USA

114 JOHN ST
998
NEW YORK,NY10038 		N/A PUB CHARITY GRANT-TABLE FOR 100 CHARITABLE FUNDR 5,000

NEW MUSIC USA

114 JOHN ST
998
NEW YORK,NY10038 		N/A PUB CHARITY GRANT-AT BOARD'S DISCRETION 6,000

NEW MUSIC USA

114 JOHN ST
998
NEW YORK,NY10038 		N/A PUB CHARITY GRANT-ALL ACTIVITIES & PROGRAMS, AT 9,000

NEW MUSIC USA

114 JOHN ST
998
NEW YORK,NY10038 		N/A PUB CHARITY GRANT-AT BOARD'S DISCRETION 5,000

NEW MUSIC USA

114 JOHN ST
998
NEW YORK,NY10038 		N/A PUB CHARITY GRANT-TABLE FOR 100 EVENT LOS ANGELE 25,000

NORTHERN LIGHT MERCY HOSPITAL

175 FORE RIVER PKWY
PORTLAND,ME04102 		N/A PUB CHARITY GRANT-MERCY FORE RIVER II CAPITAL CA 25,000

OCEAN ALLIANCE

32 HORTON ST
GLOUCESTER,MA01930 		N/A PUB CHARITY GRANT-MARITIME GLOUCESTER FOR OE OR 15,000

OPERA MAINE

PO BOX 7733
PORTLAND,ME04112 		N/A PUB CHARITY GRANT-AIDA & RAPPAHANNOCK COUNTY 10,000

PARMA MUSIC FESTIVAL-HORN TRIO

223 LAFAYETTE RD
NORTH HAMPTON,NH03862 		N/A PUB CHARITY GRANT-JOSEPH SUMMER SILVER SWAN PROJ 33,200

PARMA MUSIC FESTIVAL-HORN TRIO

223 LAFAYETTE RD
NORTH HAMPTON,NH03862 		N/A PUB CHARITY GRANT-JOSEPH SUMMER SILVER SWAN PROJ 12,750

PARMA MUSIC FESTIVAL-SILVER SWAN

223 LAFAYETTE RD
NORTH HAMPTON,NH03862 		N/A PUB CHARITY GRANT-MODERN WORKS BY JOSEPH SUMMER- 13,000

PARMA MUSIC FESTIVAL-SILVER SWAN

223 LAFAYETTE RD
NORTH HAMPTON,NH03862 		N/A PUB CHARITY GRANT-JOSEPH SUMMER SILVER SWAN PROJ 7,625

PARMA MUSIC FESTIVAL-SILVER SWAN

223 LAFAYETTE RD
NORTH HAMPTON,NH03862 		N/A PUB CHARITY GRANT-JOSEPH SUMMER HORN TRIO PROJEC 7,625

PERKINS SCHOOL FOR THE BLIND

175 N BEACON ST
WATERTOWN,MA02472 		N/A PUB CHARITY GRANT-RADIO PERKINS 10,000

PINE STREET INN

444 HARRISON AVE
BOSTON,MA02118 		N/A PUB CHARITY GRANT-GENERAL PURPOSES 2,500

PINE TREE LEGAL ASSISTANCE

PO BOX 547
PORTLAND,ME04112 		N/A PUB CHARITY GRANT-GENERAL SUPPORT 10,000

ROULETTE INTERMEDIUM

509 ATLANTIC AVE
BROOKLYN,NY11217 		N/A PUB CHARITY GRANT-ALL ACTIVITIES & PROGRAMS AT B 6,000

SILKROAD

PO BOX 35460
BOSTON,MA02135 		N/A PUB CHARITY GRANT-SILKROAD CONNECT 5,000

TENACITY

38 EVERETT STREET
SUITE 50
ALLSTON,MA02134 		N/A PUB CHARITY GRANT-SUMMER READING PROGRAM 5,000

THE CARROLL CENTER

770 CENTRE STREET
NEWTON,MA02458 		N/A PUB CHARITY GRANT-GENERAL OPERATING SUPPORT 5,000

THE COMMUNITY HOUSE

284 BAY ROAD
SOUTH HAMILTON,MA01982 		N/A PUB CHARITY PLEDGE-MATTINA PROCTOR ARTS ENDOWMEN 12,500

THE MAKANDA PROJECT ORGANIZATION

40 ARTWILL ST
MILTON,MA02186 		N/A PUB CHARITY GRANT-2024 JAZZ CONCERTS NUBIAN SQUA 2,500

THE TOPA INSTITUTE

9739 N OJAI RD
OJAI,CA93023 		N/A PUB CHARITY GRANT-LARRY GOLDINGS PROJECTS 35,000

TM23 FOUNDATION

2355 WESTWOOD BLVD
383
LOS ANGELES,CA90064 		N/A PUB CHARITY GRANT-IN SUPPORT OF ALL ACTIVITIES & 6,000

TREKKERS INC

325 OLD COUNTY ROAD
ROCKLAND,ME04841 		N/A PUB CHARITY GRANT-UPLIFTING RURAL OUTCOMES PROGR 5,000

ULYSSES QUARTET FOUNDATION-MARSH FI

820 RIVERSIDE DRIVE 2D
NEW YORK,NY10032 		N/A PUB CHARITY GRANT-FILMING OF MARSH CHAPEL CONCER 12,500

UNIVERSITY OF DAYTON

300 COLLEGE PARK
DAYTON,OH45469 		N/A PUB CHARITY GRANT-ANDREA CHENOWETH WELLS RECORDI 16,000

WALKER THERAPEUTIC & EDUCATIONAL

1968 CENTRAL AVE
NEEDHAM,MA02492 		N/A PUB CHARITY GRANT-NEEDHAM KINDERGARTEN CLASSROOM 7,000

WGBH

1 GUEST STREET
BOSTON,MA02135 		N/A PUB CHARITY ULYSSES QUARTET IN RESIDENCE 2024-20 50,000

WILD UP

PO BOX 292075
LOS ANGELES,CA90029 		N/A PUB CHARITY GRANT-AT BOARD'S DISCRETION 12,000

WILD UP

PO BOX 292075
LOS ANGELES,CA90029 		N/A PUB CHARITY GRANT-FOR MARLON MARTINEZ PROJECTS 35,000

WORCESTER PUBLIC LIBRARY FOUNDATION

3 SALEM STREET
WORCESTER,MA01608 		N/A PUB CHARITY GRANT-SUMMER READING 2024 PROGRAM 2,500
Total .................................right arrow 3a 767,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 5,418  
4 Dividends and interest from securities ....     14 370,826  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     15 36,970  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 651,176  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,064,390  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,064,390
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
MATTINA R PROCTOR FOUNDATION
EIN:
11-1067014
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
B&H - TAX 14,657      
B&H - TAX 560      

TY 2024 InvestmentsCorpStockSchedule
Name:
MATTINA R PROCTOR FOUNDATION
EIN:
11-1067014
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES - 1,900 SHS 200,973 214,909
ACCENTURE PLC IRELAND - 825 SHS 152,378 290,227
AIR PRODUCTS & CHEM - 690 SHS    
AMAZON.COM INC - 3,575 SHS 516,894 784,319
AMGEN, INC - 1,200 SHS 295,274 312,768
ANALOG DEVICES INC - 1,355 SHS 152,015 287,883
APPLE INC 5,400 SHS 370,394 1,352,268
APPLIED MATERIALS INC - 4,600 SHS 254,482 748,098
AT&T INC - 0 SHS    
AUTOMATIC DATA PROCESSING - 945 SHS 152,497 276,630
BECTON DICKINSON & CO - 1,100 SHS 247,485 249,557
BLACKROCK INC - 384 SHS 239,938 393,642
BRISTOL MYERS SQUIBB CO - 4,688 SHS    
BROADCOM INC - 5260 SHS 152,065 1,219,478
BROWN AND BROWN INC - 5,200 SHS 228,529 530,504
CATERPILLAR INC - 3,400 SHS 250,676 1,233,384
CHENIERE ENERGY INC - 1,680 SHS 267,314 360,982
CHEVRON CORP - 2,670 SHS 327,057 386,723
CISCO SYSTEMS INC - 6,000 SHS 192,217 355,200
CONSTELLATION ENERGY CORP - 920 SHS 242,846 205,813
COSTCO WHOLESALE CORP - 1,120 SHS 350,133 1,026,222
CROWDSTRIKE HLDGS INC - 807 SHS 232,854 276,123
CVS HEALTH CORP - 0 SHS    
DISNEY CO - 3,900 SHS    
DOW INC - 4,900 SHS    
DUKE ENERGY CORP - 2,475 SHS    
ELI LILLY & CO - 400 SHS 242,651 308,800
EMERSON ELECTRIC CO - 3,400 SHS 173,086 421,362
GENUINE PARTS CO - 2,000 SHS 199,206 233,520
HOME DEPOT INC - 1,400 SHS 345,017 544,586
JP MORGAN CHASE & CO - 4,400 SHS 160,149 1,054,724
MCDONALDS CORP - 1,245 SHS 250,809 360,913
MERCK & CO INC - 5,000 SHS 302,836 497,400
MICROSOFT CORP - 5,000 SHS 411,329 2,107,500
NIKE INC CL B - 4,100 SHS    
NVIDIA CORP - 2500 SHS 316,089 335,725
ORACLE CORP - 4,788 SHS 276,988 797,872
PALO ALTO NETWORKS 200,025 215,441
PAYCHEX INC - 3,600 SHS 290,902 504,792
PFIZER INC - 7,189 SHS    
PROCTER & GAMBLE CO - 1,800 SHS 94,807 301,770
PROLOGIS INC - 973 SHS 44,787 102,846
RTX CORP - 3,300 S 120,460 381,876
STARBUCKS CORP - 2,950 SHS 244,327 269,188
STATE STREET CORP - 3,500 SHS 50,848 343,525
TALEN ENERGY CORP - 1,280 SHS 245,576 257,882
TARGET CORP - 1,400 SHS    
UNION PACIFIC CORP - 2,000 SHS 24,013 456,080
UNITEDHEALTH GROUP INC - 400 SHS 119,281 202,344
US BANCORP - 6,500 SHS 191,360 310,895
VERIZON COMMUNICATIONS -0 SHS    
VISTRA CORP - 2,055 SHS 244,468 283,323
WALMART, INC - 10,000 SHS 553,566 903,500

TY 2024 LegalFeesSchedule
Name:
MATTINA R PROCTOR FOUNDATION
EIN:
11-1067014
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
B&H - NON-PROFIT 2,717      


TY 2024 OtherAssetsSchedule
Name:
MATTINA R PROCTOR FOUNDATION
EIN:
11-1067014
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
1.4706% INT PROCTOR HEIRS ROYALTY TR     310,018


TY 2024 OtherDecreasesSchedule
Name:
MATTINA R PROCTOR FOUNDATION
EIN:
11-1067014
Description Amount
PHT 3,671


TY 2024 OtherExpensesSchedule
Name:
MATTINA R PROCTOR FOUNDATION
EIN:
11-1067014
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
LIABILITY INSURANCE 1,275      
FNZ CUSTODY FEES        
WELLS FARGO INVESTMENT FEE 42,137 42,137    
MA FORM PC FILING FEE 125      
WEB DEVELOPMENT 423     211
OFFICE EXPENSE 489      
EXPONENT PHILANTHROPY MEMBERS 1,660      
HARVARD RADIO BR SALE 1,950     1,950
TRAVEL 2,095     2,095


TY 2024 OtherIncomeSchedule2
Name:
MATTINA R PROCTOR FOUNDATION
EIN:
11-1067014
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PROCTOR HEIRS TRUST 36,970 36,970  


TY 2024 OtherIncreasesSchedule
Name:
MATTINA R PROCTOR FOUNDATION
EIN:
11-1067014
Description Amount
INTERST INCOME REPORTED IN 2023 RECEIVED IN 2024 57


TY 2024 OtherProfessionalFeesSchedule
Name:
MATTINA R PROCTOR FOUNDATION
EIN:
11-1067014
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
B&H - GRANT ADMIN 100,567     100,567
B&H - TRUSTEE/TRUST ADMIN 33,770 33,770