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
THE AMG CHARITABLE FOUNDATION
 
% LAURA THOMPSON
Number and street (or P.O. box number if mail is not delivered to street address)600 HALE STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PRIDES CROSSING, MA01965
A Employer identification number

36-4703120
B Telephone number (see instructions)

(617) 747-3300
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$5,567,747J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 150,415 150,415  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)...  
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).......      
12 Total. Add lines 1 through 11........ 150,415 150,415  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
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
1,530 0 0 1,530
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,500      
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
39,794 93   38,269
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,824 93 0 39,799
25 Contributions, gifts, grants paid....... 2,242,867 1,946,437
26 Total expenses and disbursements. Add lines 24 and 25 2,286,691 93 0 1,986,236
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,136,276
b Net investment income (if negative, enter -0-) 150,322
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 4,167,373 3,207,747 3,207,747
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................. 3,290,000 2,360,000 2,360,000
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).......      
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,457,373 5,567,747 5,567,747
Liabilities 17 Accounts payable and accrued expenses.......... 73,414 23,735
18 Grants payable................. 80,752 377,080
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)......... 154,166 400,815
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........... 7,303,207 5,166,932
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 7,303,207 5,166,932
30 Total liabilities and net assets/fund balances (see instructions). 7,457,373 5,567,747
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
7,303,207
2
Enter amount from Part I, line 27a .....................
2
-2,136,276
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1
4
Add lines 1, 2, and 3 ..........................
4
5,166,932
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,166,932
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.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
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 2,089
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 2,089
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 2,089
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,134
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,200
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,334
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 2,245
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,245 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
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.AMG.COM
14
The books are in care ofright arrowLAURA THOMPSON Telephone no.right arrow (617) 747-3300

Located atright arrow600 HALE STREETPRIDES CROSSINGMA ZIP+4right arrow01965
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
No
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ALEXANDRA LYNN PRESIDENT & TREASURER/DIRECTOR
3.0 		0 0 0
600 HALE STREET
PRIDES CROSSING,MA01965
JAY C HORGEN VICE PRESIDENT
3.0 		0 0 0
600 HALE STREET
PRIDES CROSSING,MA01965
JOHN ERICKSON VICE PRESIDENT
3.0 		0 0 0
600 HALE STREET
PRIDES CROSSING,MA01965
RIZWAN JAMAL VICE PRESIDENT (THRU 12/24)
3.0 		0 0 0
600 HALE STREET
PRIDES CROSSING,MA01965
LAURA THOMPSON VICE PRESIDENT
3.0 		0 0 0
600 HALE STREET
PRIDES CROSSING,MA01965
GARRET WESTON VICE PRESIDENT
3.0 		0 0 0
600 HALE STREET
PRIDES CROSSING,MA01965
LOUIS T SOMMA VICE PRESIDENT
3.0 		0 0 0
600 HALE STREET
PRIDES CROSSING,MA01965
CAITLIN NUNAN EXECUTIVE DIRECTOR/DIRECTOR
3.0 		0 0 0
600 HALE STREET
PRIDES CROSSING,MA01965
THOMAS M WOJCIK VICE PRESIDENT
3.0 		0 0 0
600 HALE STREET
PRIDES CROSSING,MA01965
CAITLIN CUNNINGHAM VICE PRESIDENT
3.0 		0 0 0
600 HALE STREET
PRIDES CROSSING,MA01965
KIMBERLY HOOKS VICE PRESIDENT (THRU 12/24)
3.0 		0 0 0
600 HALE STREET
PRIDES CROSSING,MA01965
JEFF PARKER VICE PRESIDENT
3.0 		0 0 0
600 HALE STREET
PRIDES CROSSING,MA01965
ANN IMES VICE PRESIDENT
3.0 		0 0 0
600 HALE STREET
PRIDES CROSSING,MA01965
JESSICA RYAN VICE PRESIDENT (THRU 12/24)
3.0 		0 0 0
600 HALE STREET
PRIDES CROSSING,MA01965
ADAM SWANSON VICE PRESIDENT
3.0 		0 0 0
600 HALE STREET
PRIDES CROSSING,MA01965
DAVA E RITCHEA VICE PRESIDENT (AS OF 12/24)
3.0 		0 0 0
600 HALE STREET
PRIDES CROSSING,MA01965
KAVITA PADIYAR EXECUTIVE DIRECTOR & SECRETARY
3.0 		0 0 0
600 HALE STREET
PRIDES CROSSING,MA01965
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
 
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
 
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  
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
0
b
Average of monthly cash balances.......................
1b
3,211,285
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,211,285
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
0
3
Subtract line 2 from line 1d.........................
3
3,211,285
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
48,169
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,163,116
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
158,156
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
158,156
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,089
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,089
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
156,067
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
156,067
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
156,067
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
1,986,236
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,986,236
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 7 156,067
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:2022, 2021, 2020 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 9,985,510
b From 2020...... 1,162,715
c From 2021...... 1,263,181
d From 2022...... 2,145,384
e From 2023...... 1,844,510
f Total of lines 3a through e ........ 16,401,300
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,986,236
a Applied to 2023, but not more than line 2a 0
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..... 156,067
e Remaining amount distributed out of corpus 1,830,169
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 18,231,469
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		9,985,510
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		8,245,959
10 Analysis of line 9:
a Excess from 2020.... 1,162,715
b Excess from 2021.... 1,263,181
c Excess from 2022.... 2,145,384
d Excess from 2023.... 1,844,510
e Excess from 2024.... 1,830,169
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).)
NA
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.
NA
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

THE OPEN DOOR

28 EMERSON AVE
GLOUCESTER,MA01930 		  PC OPERATING SUPPORT 250,000

BETH ISRAEL DEACONESS MEDICAL CENTER

330 BROOKLINE AVENUE
BOSTON,MA02215 		  PC OPERATING SUPPORT 150,000

SEAN M HEALEY AND AMG CENTER FOR ALS AT MGH

165 CAMBRIDGE ST 6TH FLOOR
BOSTON,MA02114 		  PC OPERATING SUPPORT 150,000

THE RED SOX FOUNDATION

4 JERSEY STREET
BOSTON,MA02215 		  PC OPERATING SUPPORT 141,090

THE GREATER BOSTON FOOD BANK

70 S BAY AVE
BOSTON,MA02118 		  PC OPERATING SUPPORT 100,000

ROOT NORTH SHORE INC

35 CONGRESS STREET
SALEM,MA01970 		  PC OPERATING SUPPORT 100,000

PEOPLE SERVING PEOPLE CHARITIES

614 S 3RD ST
MINNEAPOLIS,MN55415 		  PC OPERATING SUPPORT 75,000

ROBIN HOOD FOUNDATION

1048 S OCEAN BLVD
PALM BEACH,FL33480 		  PC OPERATING SUPPORT 74,000

ESSEX COUNTY COMMUNITY FOUNDATION

175 ANDOVER ST STE 101
DANVERS,MA01923 		  PC OPERATING SUPPORT 52,500

INTEGRATED REFUGEE & IMMIGRANT SERVICES INC

235 NICOLL ST FL 2
NEW HAVEN,CT06511 		  PC OPERATING SUPPORT 50,000

BOYS & GIRLS CLUB

1275 PEACHTREE ST NE
ATLANTA,GA30309 		  PC OPERATING SUPPORT 35,000

GIRLS ON THE RUN GREATER BOSTON

89 SOUTH ST STE LL00
BOSTON,MA02111 		  PC OPERATING SUPPORT 34,406

IMAGINE SCHOLAR

PO BOX 80175
PORTLAND,OR97280 		  PC OPERATING SUPPORT 33,000

BEVERLY BOOTSTRAPS

35 PARK STREET
BEVERLY,MA01915 		  PC OPERATING SUPPORT 41,020

LANDMARK SCHOOL GRANT

429 HALE ST
PRIDES CROSSING,MA01965 		  PC OPERATING SUPPORT 25,000

MILL RIVER COLLABORATIVE

1010 WASHINGTON BOULEVARD
STAMFORD,CT06901 		  PC OPERATING SUPPORT 25,000

PRESERVATION FOUNDATION

311 PERUVIAN AVE
PALM BEACH,FL33480 		  PC OPERATING SUPPORT 25,000

BOTTOM LINE INC

50 MILK STREET
BOSTON,MA02109 		  PC OPERATING SUPPORT 24,400

ESSEX COUNTY GREEN BELT ASSOCIATION

82 EASTERN AVENUE
ESSEX,MA01929 		  PC OPERATING SUPPORT 20,000

SPONSORS FOR EDUCATIONAL OPPORTUNITY

55 EXCHANGE PLACE STE 601
NEW YORK,NY10005 		  PC OPERATING SUPPORT 15,000

CHILD MIND INSTITUTE

215 E 50TH ST
NEW YORK,NY10022 		  PC OPERATING SUPPORT 12,000

MIAMI JEWISH HEALTH SYSTEMS INC

5200 NE 2ND AVE
MIAMI,FL33137 		  PC OPERATING SUPPORT 11,451

WELLSPRING HOUSE

302 ESSEX AVENUE
GLOUCESTER,MA01930 		  PC OPERATING SUPPORT 10,376

ADOPT-A-FAMILY

1712 2ND AVE N
LAKE WORTH BEACH,FL33460 		  PC OPERATING SUPPORT 10,000

CHANGE IS SIMPLE INCORPORATED

100 CUMMINGS CTR STE 227Q
BEVERLY,MA01915 		  PC OPERATING SUPPORT 10,000

CHARITIES AID FOUNDATION

225 REINEKERS LN STE 375
ALEXANDRIA,VA22314 		  PC OPERATING SUPPORT 10,000

CITY YEAR INC

287 COLUMBUS AVENUE
BOSTON,MA02116 		  PC OPERATING SUPPORT 20,000

EUGENIO MARIA DE HOSTOS COMMUNITY

500 GRAND CONCOURSE
BRONX,NY10451 		  PC OPERATING SUPPORT 250

FUTURE 5 INC

135 ATLANTIC ST
STAMFORD,CT06901 		  PC OPERATING SUPPORT 10,000

LOGGERHEAD MARINELIFE CENTER

14200 US HIGHWAY ONE
JUNO BEACH,FL33408 		  PC OPERATING SUPPORT 10,000

MASSACHUSETTS ADVOCATES FOR CHILDREN

25 KINGSTON ST FL 2
BOSTON,MA02111 		  PC OPERATING SUPPORT 10,000

MOUNT AUBURN HOSPITAL

330 MOUNT AUBURN STREET
CAMBRIDGE,MA02138 		  PC OPERATING SUPPORT 20,000

NAACP

40 RECTOR ST FL 5
NEW YORK,NY10006 		  PC OPERATING SUPPORT 10,000

NOURISHING THE NORTH SHORE

PO BOX 1118
NEWBURYPORT,MA01950 		  PC OPERATING SUPPORT 10,000

PALM BEACH COUNTY FOOD BANK

701 BOUTWELL RD STE A2
LAKE WORTH BEACH,FL33461 		  PC OPERATING SUPPORT 10,000

THE TREVOR PROJECT

PO BOX 69232
WEST HOLLYWOOD,CA90069 		  PC OPERATING SUPPORT 10,000

WASHINGTON UNIVERSITY

ONE BROOKINGS DR
ST LOUIS,MO63130 		  PC OPERATING SUPPORT 10,000

THE ARC OF MASSACHUSETTS

217 SOUTH ST
WALTHAM,MA02453 		  PC OPERATING SUPPORT 8,500

CROHN'S & COLITIS FOUNDATION

733 3RD AVE STE 510
NEW YORK,NY10017 		  PC OPERATING SUPPORT 8,426

YOUNG INVESTORS SOCIETY

31248 OAK CREST DR STE 200
WESTLAKE VILLAGE,CA91361 		  PC OPERATING SUPPORT 8,000

SHAVE FOR A CURE

PO BOX 258
MARLBORO,NJ07746 		  PC OPERATING SUPPORT 7,750

COMMUNITIES UNITED INC

4 MILITIA DRIVE 1
LEXINGTON,MA02421 		  PC OPERATING SUPPORT 7,500

HANDI CAPABLE FITNESS

19 FAIRVIEW AVE
MALDEN,MA02148 		  PC OPERATING SUPPORT 7,000

GIRLS ON THE RUN PHILADELPHIA

40 W EVERGREE AVE STE 104
PHILADELPHIA,PA19118 		  PC OPERATING SUPPORT 6,392

FILLING IN THE BLANKS INC

346 MAIN AVE STE 3A
NORWALK,CT06851 		  PC OPERATING SUPPORT 1,000

ADOPT A FAMILY OF THE PALM BEACHES

1712 2ND AVENUE NORTH
LAKE WORTH BEACH,FL33460 		  PC OPERATING SUPPORT 5,703

BARK AND BRAY FARM AND ANIMAL SANCTUARY INC

18 MESSER ROAD
WILMOT,NH03287 		  PC OPERATING SUPPORT 5,000

GREEN BEVERLY 107Q INC

100 CUMMINGS CTR STE 350E
BEVERLY,MA01915 		  PC OPERATING SUPPORT 5,000

REACH PREP INC

484 PACIFIC ST
STAMFORD,CT06902 		  PC OPERATING SUPPORT 5,000

UPPER VALLEY HAVEN INC

713 HARTFORD AVE
WHITE RIVER JUNCTION,VT05001 		  PC OPERATING SUPPORT 5,000

BROOKWOOD SCHOOL INCORPORATED

1 BROOKWOOD RD
MANCHESTER,MA01944 		  PC OPERATING SUPPORT 2,500

ESSEX HISTORICAL SOCIETY & SHIPBUILDING MUSEUM INC

66 MAIN STREET
ESSEX,MA01929 		  PC OPERATING SUPPORT 2,500

FAMILIES MOVING FORWARD

PO BOX 25426
DURHAM,NC27702 		  PC OPERATING SUPPORT 2,500

HORACE MANN SCHOOL

231 W 246TH ST
BRONX,NY10471 		  PC OPERATING SUPPORT 2,500

MIGHTY MOJOS WARRIORS

228 E MARTHART AVE
HAVERTOWN,PA19083 		  PC OPERATING SUPPORT 2,500

NATIONAL ALLIANCE FOR EATING DISORDERS

4400 N CONGRESS AVE STE 100
WEST PALM BEACH,FL33407 		  PC OPERATING SUPPORT 2,500

SHORE COUNTRY DAY SCHOOL

545 CABOT ST
BEVERLY,MA01915 		  PC OPERATING SUPPORT 2,500

THE SUSAN FUND

458 NEWTOWN AVE
NORWALK,CT06851 		  PC OPERATING SUPPORT 2,500

WATTSNATURAL TUTORING

10 DAVOL SQUARE
PROVIDENCE,RI02903 		  PC OPERATING SUPPORT 2,500

MILL RIVER PARK

1010 WASHINGTON BOULEVARD
STAMFORD,CT06901 		  PC OPERATING SUPPORT 2,203

FIRST TEE - METROPOLITAN NEW YORK

3545 JEROME AVE
BRONX,NY10467 		  PC OPERATING SUPPORT 2,000

GREEN BEVERLY

100 CUMMINGS CTR STE 350E
BEVERLY,MA01915 		  PC OPERATING SUPPORT 2,000

THE AGAINST MALARIA FOUNDATION

310 W 20TH ST STE 300
KANSAS CITY,MO64108 		  PC OPERATING SUPPORT 2,000

CHARLES RIVER ASSOCIATION

41 WEST ST
BOSTON,MA02111 		  PC OPERATING SUPPORT 1,500

SALEM SOUND COASTWATCH

12 FEDERAL ST
SALEM,MA01970 		  PC OPERATING SUPPORT 1,500

RILEY ROCKS

52 MATTHIES ST
BEVERLY,MA01915 		  PC OPERATING SUPPORT 1,460

PATHWAYS FOR CHILDREN

29 EMERSON AVENUE
GLOUCESTER,NY01930 		  PC OPERATING SUPPORT 234

RSPCA

PARKSIDE CHART WAY HORSHAM
  WEST SUSSEXRH12 1GY
UK 		  PC OPERATING SUPPORT 1,270

BANCROFT SCHOOL PARENT-TEACHERS ORGANIZATION

15 BANCROFT RD
ANDOVER,MA01810 		  PC OPERATING SUPPORT 1,250

CHALLENGE ME INC

25 BUTTONWOOD DR
ANDOVER,MA01810 		  PC OPERATING SUPPORT 1,250

LITTLE VILLAGE SOUTHWARK

VULCAN HOUSE 144 TOOTING HIGH ST
  LONDONSW17 0RT
UK 		  PC OPERATING SUPPORT 1,216

FAMILY AND CHILDREN'S AGENCY

9 MOTT AVE FL 4
NORWALK,CT06850 		  PC OPERATING SUPPORT 1,099

FRIENDS OF THE ELIOT SCHOOL

16 CHARTER ST
BOSTON,MA02113 		  PC OPERATING SUPPORT 1,026

DOUGLAS A THOM CLINIC

1661 WORCESTER RD STE 501
FRAMINGHAM,MA01701 		  PC OPERATING SUPPORT 1,000

EDUCATION FOUNDATION OF PALM BEACH COUNTY

505 S CONGRESS AVE
BOYNTON BEACH,FL33426 		  PC OPERATING SUPPORT 1,000

THE PARENT TEACHER COUNCIL OF STAMFORD

92 DEN RD
STAMFORD,CT06902 		  PC OPERATING SUPPORT 720

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVENUE
DALLAS,TX75231 		  PC OPERATING SUPPORT 515

PIKE SCHOOL

34 SUNSET ROCK RD
ANDOVER,MA01810 		  PC OPERATING SUPPORT 500

UNITED WAY TRICK OR TREAT DRIVE

9 CHANNEL CTR ST
BOSTON,MA02210 		  PC OPERATING SUPPORT 498

CENTRAL LONDON CATHOLIC CHURCHES

114 MOUNT STREET
  LONDONWIK 3AH
UK 		  PC OPERATING SUPPORT 425

BEVERLY CHILDREN'S LEARNING CENTER

550 CABOT ST
BEVERLY,MA01915 		  PC OPERATING SUPPORT 400

ALZHEIMER SOCIETY OF CANADA

20 EGLINTON AVE WEST STE 1600
  TORONTOM4R 1K8
CA 		  PC OPERATING SUPPORT 182

BRIGHT FUNDS EE MATCHING

PO BOX 53125
SAN JOSE,CA95153 		  PC OPERATING SUPPORT 164,675

YORK COLLEGE FOUNDATION INC

9420 GUY R BREWER BLVD
JAMAICA,NY11451 		  PC OPERATING SUPPORT 250

YALE UNIVERISTY

PO BOX 2038
NEW HAVEN,CT06521 		  PC OPERATING SUPPORT 10,000

UNIVERSITY OF MASSACHUSETTS FOUNDATION INC

ONE BEACON STREET 31ST FLR
BOSTON,MA02108 		  PC OPERATING SUPPORT 1,450

THE GRADUATE CENTER FOUNDATION INC

365 5TH AVENUE
NEWYORK,NY10016 		  PC OPERATING SUPPORT 250

THE COLLEGE OF STATEN ISLAND FOUNDATION INC

2800 VICTORY BOULEVARD
STATEN ISLAND,NY10314 		  PC OPERATING SUPPORT 250

THE BRONX COMMUNITY COLLEGE FOUNDATION INC

2155 DR MARTIN L KING JR BLVD
BRONX,NY10453 		  PC OPERATING SUPPORT 250

SOCIETY OF FOUR ARTS

FOUR ARTS PLAZA
PALM BEACH,FL33480 		  PC OPERATING SUPPORT 5,000

QUEENSBOROUGH COMMUNITY COLLEGE FUND INC

22205 56TH AVE STE A-406
OAKLAND GARDENS,NY11364 		  PC OPERATING SUPPORT 250

QUEENS COLLEGE FOUNDATION INC

6530 KISSENA BLVD
FLUSHING,NY11367 		  PC OPERATING SUPPORT 250

NEW YORK CITY COLLEGE OF TECHNOLOGY FOUNDATION INC

300 JAY STREET
BROOKLYN,NY11201 		  PC OPERATING SUPPORT 250

MEDGAR EVERS EDUCATIONAL FOUNDATION INC

1150 CARROLL ST
BROOKLYN,NY11225 		  PC OPERATING SUPPORT 250

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA STREET SUITE 540
BOSTON,MA02114 		  PC OPERATING SUPPORT 4,000

FIORELLO H LAGUARDIA COMMUNITY COLLEGE FOUNDATION

3110 THOMSON AVENUE
LONG ISLAND CITY,NY11101 		  PC OPERATING SUPPORT 250

GLOBAL GIVING FOUNDATION INC

1 THOMAS CIRCLE NW
WASHINGTON,DC20005 		  PC OPERATING SUPPORT 500

EQUITY COLLECTIVE

31 FREDRICKSON ROAD
NORFOLK,MA02056 		  PC OPERATING SUPPORT 25,000

CITY FUTURES INC

80 8TH AVENUE
NEW YORK,NY10011 		  PC OPERATING SUPPORT 300

CUNY GRADUATE SCHOOL OF PUBLIC HEALTH & HEALTH POL

55 W 125TH STREET
NEW YORK,NY10027 		  PC OPERATING SUPPORT 250

COLEGIO SAN IGNACIO DE LOYOLA

1940 CALLE SAUCO
SAN JUAN,PR00927 		  PC OPERATING SUPPORT 500
Total .................................right arrow 3a 1,946,437
bApproved for future payment

THE GREATER BOSTON FOOD BANK
70 S BAY AVE
BOSTON,MA02118 		  PC OPERATING SUPPORT 500

BEVERLY BOOTSTRAPS
35 PARK STREET
BEVERLY,MA01915 		  PC OPERATING SUPPORT 3,158

DIRECT RELIEF
6100 BECKNELL RD
GOLETA,CA93117 		  PC OPERATING SUPPORT 11,882

UNITED WAY OF NORTH CAROLINA
1130 KILDAIRE FARM RD STE 100
CARY,NC27511 		  PC OPERATING SUPPORT 11,882

VOLUNTEER FLORIDA FOUNDATION INC
1545 RAYMOND DIEHL RD STE 250
TALLAHASSEE,FL32308 		  PC OPERATING SUPPORT 11,882

WORLD CENTRAL KITCHEN INC
200 MASSACHUSETTS AVE NW FL 7
WASHINGTON,DC20001 		  PC OPERATING SUPPORT 11,882

AMERICAN NATIONAL RED CROSS
431 18TH ST NW
WASHINGTON,DC20006 		  PC OPERATING SUPPORT 11,882

AMERICARES
88 HAMILTON AVE
STAMFORD,CT06902 		  PC OPERATING SUPPORT 11,882

EUGENIO MARIA DE HOSTOS COMMUNITY
500 GRAND CONCOURSE
BRONX,NY10451 		  PC OPERATING SUPPORT 10,000

FILLING IN THE BLANKS INC
346 MAIN AVE STE 3A
NORWALK,CT06851 		  PC OPERATING SUPPORT 5,000

BARK AND BRAY FARM AND ANIMAL SANCTUARY INC
18 MESSER ROAD
WILMOT,NH03287 		  PC OPERATING SUPPORT 5,000

UPPER VALLEY HAVEN INC
713 HARTFORD AVE
WHITE RIVER JUNCTION,VT05001 		  PC OPERATING SUPPORT 5,000

GRATEFUL FRIENDS
PO BOX 119
BEVERLY,MA01915 		  PC OPERATING SUPPORT 3,565

WALL STREET WOMEN OF TEXAS
1800 PLUMBROOK DR
AUSTIN,TX78746 		  PC OPERATING SUPPORT 2,500

PATHWAYS FOR CHILDREN
29 EMERSON AVENUE
GLOUCESTER,NY01930 		  PC OPERATING SUPPORT 1,065

BRIGHT FUNDS EE MATCHING
PO BOX 53125
SAN JOSE,CA95153 		  PC OPERATING SUPPORT 270,000
Total ................................. right arrow 3b 377,080
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 150,415  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		         
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) ..   150,415  
13Total. Add line 12, columns (b), (d), and (e)..................
13
150,415
(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
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Form 990-PF (2024)
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Form 990PF - Special Condition Description:
Special Condition Description

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TY 2024 DepreciationSchedule
Name:
THE AMG CHARITABLE FOUNDATION
EIN:
36-4703120
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2024 LegalFeesSchedule
Name:
THE AMG CHARITABLE FOUNDATION
EIN:
36-4703120
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ROPES & GRAY LLP 1,530 0 0 1,530


TY 2024 OtherExpensesSchedule
Name:
THE AMG CHARITABLE FOUNDATION
EIN:
36-4703120
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EVENT EXPENSES 1,432     0
ADMINISTRATIVE FEES 38,019     38,019
CHARITABLE REGISTRATION FEES 250     250
BANK FEES 93 93   0


TY 2024 OtherIncomeSchedule2
Name:
THE AMG CHARITABLE FOUNDATION
EIN:
36-4703120
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
REGISTRATION FEES      
IRS REFUND      


TY 2024 OtherIncreasesSchedule
Name:
THE AMG CHARITABLE FOUNDATION
EIN:
36-4703120
Description Amount
OTHER INCREASES 1


TY 2024 TaxesSchedule
Name:
THE AMG CHARITABLE FOUNDATION
EIN:
36-4703120
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX PAYMENTS 2,500