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
AGNES M LINDSAY TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)10 NORTH ROAD SUITE 2
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHELMSFORD, MA01824
A Employer identification number

02-6004971
B Telephone number (see instructions)

(978) 455-7818
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$36,909,623J 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 1 1  
4 Dividends and interest from securities... 45,339 45,339  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 473,951
b Gross sales price for all assets on line 6a 1,150,000
7 Capital gain net income (from Part IV, line 2)... 473,951
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
27,320 8,112  
12 Total. Add lines 1 through 11........ 546,611 527,403  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 157,500 23,625   133,875
14 Other employee salaries and wages...... 101,116 0   101,116
15 Pension plans, employee benefits....... 39,569 0   39,569
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
21,744 7,248   14,496
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,179 1,179   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,983 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 9,000 0   9,000
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
31,414 15,235   16,179
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 368,505 47,287   314,235
25 Contributions, gifts, grants paid....... 1,118,871 1,118,871
26 Total expenses and disbursements. Add lines 24 and 25 1,487,376 47,287   1,433,106
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -940,765
b Net investment income (if negative, enter -0-) 480,116
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......... 168,949 346,788 346,788
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.......... 6,089    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 923,503 Click to see attachment
List of Attached Documents:
// Content
939,427 		939,427
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).......... 31,087,339 Click to see attachment
List of Attached Documents:
// Content
35,623,408 		35,623,408
14 Land, buildings, and equipment: basis right arrow6,566
Less: accumulated depreciation (attach schedule) right arrow6,566      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 32,185,880 36,909,623 36,909,623
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) Click to see attachment
List of Attached Documents:
// Content
432 		Click to see attachment
List of Attached Documents:
// Content
2,382
23 Total liabilities (add lines 17 through 22)......... 432 2,382
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........ 31,968,878 31,968,878
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 216,570 4,938,363
29 Total net assets or fund balances (see instructions)..... 32,185,448 36,907,241
30 Total liabilities and net assets/fund balances (see instructions). 32,185,880 36,909,623
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
32,185,448
2
Enter amount from Part I, line 27a .....................
2
-940,765
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,662,558
4
Add lines 1, 2, and 3 ..........................
4
36,907,241
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
36,907,241
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 WEST ST P 2013-04-04 2024-12-31
b NEW MOUNTAIN P 2014-12-16 2024-12-31
c GOLDMAN SACHS P 2019-12-11 2024-12-31
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       -166,275
b       2,581
c 1,150,000   512,355 637,645
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       -166,275
b       2,581
c       637,645
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 2 473,951
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 6,674
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 6,674
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,674
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,680
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,680
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,994
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowNH
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 arrowLINDSAYTRUST.ORG
14
The books are in care ofright arrowALAN LAMPERT Telephone no.right arrow (978) 455-7818

Located atright arrow10 NORTH ROAD SUITE 2CHELMSFORDMA ZIP+4right arrow01824
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)
 
No
(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
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ERNEST E DION TRUSTEE
25.00 		52,500 0 0
28 CENTRAL STREET APT D
HUDSON,NH03051
ALAN G LAMPERT TRUSTEE
25.00 		52,500 0 0
TEN NORTH ROAD
CHELMSFORD,MA01824
MICHAEL S DELUCIA TRUSTEE
25.00 		52,500 0 0
355 RIVER ROAD
MANCHESTER,NH03104
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
AMY B LAMPERT ADMINISTRATOR DIRECT
40.00 		101,116 30,730 0
10 NORTH ROAD SUITE 2
CHELMSFORD,MA01824
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
34,317,841
b
Average of monthly cash balances.......................
1b
210,631
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
34,528,472
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
34,528,472
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
517,927
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
34,010,545
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,700,527
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
1,700,527
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
6,674
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
309
c
Add lines 2a and 2b............................
2c
6,983
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,693,544
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,693,544
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,693,544
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
1,433,106
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,433,106
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 1,693,544
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,424,081
b Total for prior years:20 , 20, 20 0
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 ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,433,106
a Applied to 2023, but not more than line 2a 1,424,081
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 9,025
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		1,684,519
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
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:
ALAN LAMPERT
10 NORTH ROAD SUITE 2
CHELMSFORD,MA01824
(978) 455-7818
bThe form in which applications should be submitted and information and materials they should include:
IN WRITING, RESUME OF ORGANIZATION AND PROGRAM, USE OF FUNDS, TWO YEARS OF AUDITED FINANCIAL STATEMENTS AND IRS DETERMINATION LETTER.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LIMITED TO MA, ME, NH, AND VT. MUST BE 501 (C) (3) BUT NOT A PRIVATE FOUNDATION.
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

AARON'S PRESENTS INC

180 MAINE STREET
ANDOVER,MA01810 		    CAMPERSHIP 3,000

ABBY'S HOUSE INC

52 HIGH STREET
WORCESTER,MA01609 		    HOMELESS SHELTER 5,000

ADAPTIVE SPORTS AT MOUNT SNOW

PO BOX 1092
WEST DOVER,VT05356 		    CAMPERSHIP 2,500

ADVANTAGE KIDS

TWO VILLAGE WEST 36 COUNTRY CLUB
ROAD
GILFORD,NH03249 		    HEALTH & WELFARE 3,000

AFRICAN CULTURAL SERVICES

PO BOX 540325
WALTHAM,MA02451 		    CAMPERSHIP 3,000

AGASSIZ VILLAGE

9 VERNON STRRET
FRAMINGHAM,MA01701 		    CAMPERSHIP 3,000

AIO FOOD & EMERGENCY ASSISTANCE

PO BOX 113 1A GARDEN DRIVE
ROCKLAND,MA04841 		    FOOD PANTRY/FOOD BANK 4,000

ALL THE POSSIBILITIES INC

10 LAURIE LANE
CHARLTON,MA01507 		    HEALTH & WELFARE 1,000

AMIRAH INC

100 CUMMINGS CENTER SUITE 204-J
BEVERLY,MA01915 		    HEALTH & WELFARE 5,000

APPRENTICE LEARNING

PO BOX 3000-68
JAMICA PLAIN,MA02130 		    HEALTH & WELFARE 3,000

ARROWHEAD SENIOR CITIZENS CENTER

46 MIDDLE ROAD PO BOX 785
MILTON,VT05468 		    FOOD PANTRY/FOOD BANK 1,128

ARTS IN RECOVERY FOR YOUTH

311 NORTH STREET STUDIO 13
PITTSFIELD,MA01201 		    HEALTH & WELFARE 3,000

ATTLEBORO INTERFAITH COLLABORATIVE

44 PECK STREET PO BOX 368
ATTLEBORO,MA02703 		    FOOD PANTRY/FOOD BANK 5,000

AUGUSTA EMERGENCY OVERNIGHT WARMING SHELTER

9 CHURCH STREET
AUGUSTA,ME04330 		    HOMELESS SHELTER 5,000

AUGUSTA TEEN CENTER OF THE BOYS & GIRLS CLUB

244 WATER STREET
AUGUSTA,ME04330 		    HEALTH & WELFARE 5,000

AWAKENING SANCTUARYLIVING WELL GROUP

1205 NORTH AVENUE
BURLINGTON,VT05408 		    HEALTH & WELFARE 5,000

BALLETROX

45 DANFORTH STREET
JAMAICA PLAIN,MA02130 		    HEALTH & WELFARE 3,000

BANGOR REGION YMCA

17 SECOND STREET
BANGOR,ME04401 		    CAMPERSHIP 3,000

BATH AREA FAMILY YMCA

303 CENTER STREET
BATH,ME04530 		    FOOD PANTRY/FOOD BANK 3,000

BELFAST AREA CHILD CARE SERVICES INC

1025 WATERVILLE ROAD
WALDO,ME04915 		    HEALTH & WELFARE 3,000

BELKNAP HOUSE

200 COURT STREET
LACONIA,NH03246 		    HOMELESS SHELTER 2,500

BERKSHIRE CIVIC BALLET

116 FENN STREET
PITTSFIELD,MA01201 		    CAMPERSHIP 3,000

BERKSHIRE COUNTY DIAPER PROJECT INC

PO BOX 5
STOCKBRIDGE,MA02166 		    HEALTH & WELFARE 5,000

BERKSHIRE SOUTHERN REGIONAL COMM CTR

15 CRISSEY ROAD
GREAT BARRINGTON,MA01230 		    CAMPERSHIP 3,000

BERKSHIRES BOUNTY DBA BERKSHIRE BOUNTY

PO BOX 1037
GREAT BARRINGTON,MA01230 		    FOOD PANTRY/FOOD BANK 5,000

BETHANY HEALTH CARE CENTER

97 BETHANY ROAD
FRAMINGHAM,MA01702 		    HEALTH & WELFARE 5,000

BETHEL AREA EXCHANGE & FOOD PANTRY

PO BOX 232 279 WALKERS MILLS ROAD
BETHEL,ME04217 		    FOOD PANTRY/FOOD BANK 5,000

BETHEL CHAPEL COMMUNITY CHURCH

54 NEWBURY ROAD
MANCHESTER,NH03103 		    FOOD PANTRY/FOOD BANK 5,000

BETHEL INSTITUTE FOR COMMUNITY DEVELOPMENT

40 WALK HILL STREET
JAMAICA PLAIN,MA02130 		    CAMPERSHIP 3,000

BEYOND SOCCER INC

280 MERRIMACK STREET SUITE 311
LAWRENCE,MA01843 		    CAMPERSHIP 3,000

BIG BROTHERS BIG SISTERS OF CENTRAL MASS

484 MAIN STREET
WORCESTER,MA01608 		    HEALTH & WELFARE 5,000

BIG BROTHERS BIG SISTERS OF MID-MAINE

PO BOX 232
BETHEL,ME04217 		    HEALTH & WELFARE 5,000

BIG BROTHERS BIG SISTERS OF VERMONT

PO BOX 1729
BRATTLEBORO,VT05302 		    HEALTH & WELFARE 5,000

BIG SISTER ASSOCIATION OF GREATER BOSTON

20 PARK PLAZA SUITE 1420
BOSTON,MA02116 		    HEALTH & WELFARE 2,500

BIRTHDAY WISHES INC

24 SUPERIOR DR SUITE 201
NATICK,MA01760 		    HOMELESS SHELTER 5,000

BLACKSTONE VALLEY BOYS & GIRLS CLUB

115 CANAL ST PO BOX 283
BLACKSTONE,MA01504 		    CAMPERSHIP 3,000

BONNYVALE ENVIRONMENTAL EDUCATION CTR

PO BOX 2318
WEST BRATTLEBORO,VT05303 		    CAMPERSHIP 3,000

BOSTON DEBATE LEAGUE

1542 TREMONT STREET
BOSTON,MA02120 		    HEALTH & WELFARE 2,500

BOURNE COMMUNITY BOATING INC

PO BOX 3157
BOURNE,MA02532 		    CAMPERSHIP 2,500

BOYS & GIRLS CLUB OF BRATTLEBORO

17 FLAT STREET
BRATTLEBORO,VT05301 		    HEALTH & WELFARE 3,000

BOYS & GIRLS CLUB OF BURLINGTON VT

62 OAK STREET
BURLINGTON,VT05401 		    CAMPERSHIP 3,000

BOYS & GIRLS CLUB OF GREATER BILLERICA INC

19 CAMPBELL STREET
BILLERICA,MA01821 		    CAMPERSHIP 3,000

BOYS & GIRLS CLUB OF GREATER HAVERHILL

55 EMERSON STREET
HAVERHILL,MA01830 		    CAMPERSHIP 3,000

BOYS & GIRLS CLUB OF GREATER SALEM NH

3 GEREMONTY DRIVE
SALEM,NH03079 		    CAMPERSHIP 3,000

BOYS & GIRLS CLUB OF KENNEBEC VALLEY

14 PRAY STREET
GARDINER,ME04345 		    CAMPERSHIP 3,000

BOYS & GIRLS CLUB OF LOWELL

657 MIDDLESEX STREET
LOWELL,MA01851 		    CAMPERSHIP 3,000

BOYS & GIRLS CLUB OF LYNN

25 NORTH COMMON STREET
LYNN,MA01902 		    CAMPERSHIP 3,000

BOYS & GIRLS CLUB OF METRO SOUTH

19 COURT STREET
TAUNTON,MA02780 		    CAMPERSHIP 3,000

BOYS & GIRLS CLUB OF METRO WEST

169 PLEASANT ST
MARLBOROUGH,MA01752 		    CAMPERSHIP 2,500

BOYS & GIRLS CLUB OF SOUHEGAN VALLEY

56 MOUNT VERNON STREET
MILFORD,NH03055 		    CAMPERSHIP 3,000

BOYS & GIRLS CLUB OF STONHAM INC

5 DALE COURT
STONEHAM,MA02180 		    HEALTH & WELFARE 3,000

BOYS & GIRLS CLUB OF WORCESTER

65 BOYS GIRLS CLUB WAY
WORCESTER,MA01610 		    CAMPERSHIP 3,000

BRATTLEBORO HOUSING OPPORTUNITES

224 MELROSE STREET PO BOX 2275
BRATTLEBORO,VT05303 		    DENTAL 5,000

BRAZILIAN RESOURCE CENTER

70 CENTER STREET
HYANNIS,MA02601 		    FOOD PANTRY/FOOD BANK 5,000

BRIDGES DOMESTIC & SEXUAL VIOLENCE SUPPORT

28 CONCORD STREET PO BOX 217
NASHUA,NH03061 		    HOMELESS SHELTER 2,500

BRING IT

112 RESERVOIC AVENUE
MANCHESTER,NH03104 		    CAMPERSHIP 3,000

BUTTONWOOD PARK ZOOLOGICAL SOCIETY - BP ZOO

425 HAWTHORN STREET
NEW BEDFORD,MA02747 		    CAMPERSHIP 3,000

CAMBRIDGE CAMPING ASSOCIATION & DAYBREAK DAY CAMP

99 BISHOP ALLEN DRIVE
CAMBRIDGE,MA02139 		    CAMPERSHIP 5,000

CAMP BEECH CLIFF

264 BEECH HILL PO BOX 381
MOUNT DESERT,ME04660 		    CAMPERSHIP 1,500

CAMP EXCLAMATION POINT INC

PO BOX 91
RICHMOND,VT05477 		    CAMPERSHIP 2,000

CAMP HOWE INC

1 FOREST ROAD PO BOX 326
GOSHEN,MA01032 		    CAMPERSHIP 3,000

CAMP PUTNAM

141 RUTHERFORD AVENUE
NEW BRAINTREE,MA01531 		    CAMPERSHIP 5,000

CAMP SHRIVER AT UMASS BOSTON

100 MORRISSEY BLVD
BOSTON,MA02215 		    CAMPERSHIP 3,000

CAMP WORDS UNSPOKEN

POBOX 143
WESTFIELD,MA01086 		    CAMPERSHIP 2,500

CAPE COD MARITIME MUSEUM

135 SOUTH STREET
HYANNIS,MA02601 		    CAMPERSHIP 3,000

CENTER FOR A GREEN FUTUREGROWING TO GIVE

30 EAST COXON ROAD
BRUNSWICK,ME04011 		    FOOD PANTRY/FOOD BANK 5,000

CENTER FOR HEALTH & LEARNING LTD

PO BOX 1276
BRATTLEBORO,VT05320 		    HEALTH & WELFARE 5,000

CENTRAL LINCOLN COUNTY YMCA

PO BOX 787
DAMARISCOTTA,ME04543 		    CAMPERSHIP 3,000

CENTRE STREET FOOD PANTRY

11 HOMER STREET
NEWTON,MA02459 		    FOOD PANTRY/FOOD BANK 5,000

CHAMP HOMES INC

82 SCHOOL STREET
HYANNIS,MA02601 		    HOMELESS SHELTER 5,000

CHILDREN'S DISCOVERY MUSEUM

7 EUSTIS PARKWAY
WATERVILLE,ME04901 		    CAMPERSHIP 3,000

CIRCLE PROGRAM

PO BOX 815
PLYMOUTH,NH03264 		    CAMPERSHIP 3,000

CITIZENS INN INC

81 MAIN STREET
PEABODY,MA01960 		    FOOD PANTRY/FOOD BANK 2,500

CLUB OH INC

92 STUART STREET
SPRINGFIELD,MA01119 		    CAMPERSHIP 3,000

COASTAL FOODSHED INC

127 W RODNEY FRENCH BLVD312
NEW BEDFORD,MA02744 		    FOOD PANTRY/FOOD BANK 5,000

CODY'S CLOSET

6 MISSION WAY
SEDGWICK,ME04676 		    HEALTH & WELFARE 4,000

COLLEGE GUILD OF ME

PO BOX 696
BRUNSWICK,ME04011 		    HEALTH & WELFARE 5,000

COMMUNITY HARVEST PROJECT

37 WHEELER ROAD
NORTH GRAFTON,MA01536 		    FOOD PANTRY/FOOD BANK 4,000

COMMUNITY MUSIC SCHOOL - NASHUA

2 LOCK STREET
MANCHESTER,NH03064 		    CAMPERSHIP 3,000

COMMUNITY RECREATION ASSOCIATION - DALTON

400 MAIN STREET
DALTON,MA01226 		    CAMPERSHIP 3,000

COMMUNITY UNITED WAY OF PIONEER VALLEY

1441 MAIN STREET SUITE 147
SPRINGFIELD,MA01103 		    FOOD PANTRY/FOOD BANK 5,000

COMMUNITY VOLUNTEER TRANSPORTATION COMPANY

375 JAFFREY ROAD SUITE 3
PETERBOROUGH,NH03458 		    HEALTH & WELFARE 3,468

CONNECTICUT VALLEY ADDICTION RECOVERY SERVICES INC

220 ETTA FRASIER DRIVE
WINDSOR,VT05089 		    HEALTH & WELFARE 5,000

CONNECTING HOPE

PO BOX 24 WASHINGTON STREET
BARRE,VT05641 		    HEALTH & WELFARE 5,000

DISMAS HOME OF NEW HAMPSHIRE

102 FOURTH STREET
MANCHESTER,NH03102 		    HEALTH & WELFARE 5,000

DISMAS HOUSE OF MASSACHUSETTS INC

PO BOX 30125 30 RICHARDS STREET
WORCESTER,MA01603 		    HEALTH & WELFARE 2,500

DOVE INC

PO BOX 690267
QUINCY,MA02269 		    HEALTH & WELFARE 2,400

DOWN EAST FAMILY YMCA

238 STATE STREET PO BOX 25
ELLSWORTH,ME04605 		    CAMPERSHIP 3,000

EASTERN AREA AGENCY ON AGING

240 STATE STREET
BREWER,ME04412 		    HEALTH & WELFARE 5,000

ECUMENICAL SOCIAL ACTION COMMITTEE INC

434 JAMAICAWAY
JAMAICA PLAIN,MA02130 		    HEALTH & WELFARE 4,000

EDGAR MAY HEALTH & RECREATION CENTER

140 CLINTON STREET
SPRINGFIELD,VT05156 		    CAMPERSHIP 3,000

EDUCATIONAL DEVELOPMENT GROUP INC

1534 TREMONT STREET
ROXBURY CROSSING,MA02120 		    HEALTH & WELFARE 5,000

EDWINA MARTIN HOUSE - EMH RECOVERY

678 N MAIN STREET
BROCKTON,MA02301 		    HEALTH & WELFARE 5,000

ELDER INSTITUTE OF MAINE

14 MAINE STREET BOX 4
BRUNSWICK,ME04011 		    HEALTH & WELFARE 5,000

ELDERLY SERVICES INC

PO BOX 581
MIDDLEBURY,VT05753 		    HEALTH & WELFARE 5,000

ELEMENTS LEARNING COLLABORATIVE

20 GARRISON STREET
FAIRHAVEN,MA02719 		    CAMPERSHIP 3,000

EV KIDS INC

218 ADAMS STREET 220502
DORCHESTER,MA02122 		    CAMPERSHIP 3,000

FAIR HAVEN CONCERNED DBA SLATE VALLEY CARES

49 MAINE STREET
FAIRHAVEN,VT05743 		    FOOD PANTRY/FOOD BANK 4,000

FAIRFIELD COMMUNITY CENTER ASSOCIATION

124 SCHOOL STREET PO BOX 16
EAST FAIRFIELD,VT05448 		    FOOD PANTRY/FOOD BANK 5,000

FAMILIES FIRST COMMUNITY CENTER

PO BOX 951
ELLSWORTH,MA04605 		    HOMELESS SHELTER 5,000

FAMILIES FIRST

50 HUNT STREET SUITE 320
WATERTOWN,MA02472 		    HEALTH & WELFARE 3,000

FAMILIES FOR DEPRESSION AWARENESS

391 TOTTEN POND ROAD SUITE 101
WALTHAM,MA02451 		    HEALTH & WELFARE 3,000

FAMILY PLANNING ASSOCIATION OF MAINE DBA MAINE FAMILY PLANNING

PO BOX 587
AUGUSTA,ME04322 		    FOOD PANTRY/FOOD BANK 2,000

FAMILY PROMISE OF SOUTHERN NH

PO BOX 450
NASHUA,NH03061 		    HOMELESS SHELTER 4,777

FELLOWSHIP HOUSING OPPORTUNITIES INC

36 PLEASANT STREET
MANCHESTER,NH03301 		    HOMELESS SHELTER 5,000

FIDELITY HOUSE

25 MEDFORD STREET
ARLINGTON,MA02474 		    CAMPERSHIP 3,000

FIT-NHNH INC

122 MARKET STREET
MANCHESTER,NH03101 		    FOOD PANTRY/FOOD BANK 10,000

FOOD FOR THE WORLD - MINISTERIO LOS MILAGROS DE JESUS INC

516 ESSEX STREET
LAWRENCE,MA01840 		    FOOD PANTRY/FOOD BANK 5,000

FRANKLIN COUNTY CHILDREN'S TASK FORCE

113 CHURCH STREET
FARMINGTON,ME04938 		    HEALTH & WELFARE 5,000

FRANNIE PEABODY CENTER

30 DANFORTH STREET SUITE 309
PORTLAND,ME04101 		    FOOD PANTRY/FOOD BANK 5,000

FRIENDS OF BOURNE COUNCIL ON AGING INC

121 MAIN STREET PO BOX 144
BUZZARDS BAY,MA02532 		    FOOD PANTRY/FOOD BANK 5,000

FRIENDS OF RAFAEL HERNANDEZ INC

61 SCHOOL STREET
ROXBURY,MA02119 		    HEALTH & WELFARE 2,500

FRIENDS OF ST STEPHEN'S YOUTH PROGRAMS

31 LENOX STREET
BOSTON,MA02118 		    HEALTH & WELFARE 2,500

FRIENDS OF VETERANS INC

28 FARMVU DRIVE SUITE 3
WHITE RIVER JUNCTION,VT05001 		    HEALTH & WELFARE 2,500

FRIENDSHIP HOME INC

458 MAIN STREET PO BOX 916
NORWELL,MA02061 		    HEALTH & WELFARE 5,000

GATHER

210 WEST ROAD 3
PLYMOUTH,NH03801 		    FOOD PANTRY/FOOD BANK 5,000

GIRL SCOUTS OF THE GREEN & WHITE MTNS

1 COMMERCE DRIVE
BEDFORD,NH03110 		    CAMPERSHIP 2,500

GOOD BEGINNINGS OF THE UPPER VALLEY

PO BOX 5054
WEST LEBANON,NH03784 		    HEALTH & WELFARE 1,700

GOVERNOR'S INSTITUTE OF VERMONT

20 W CENTRAL STREET SUITE C5
WINOOSKI,VT05404 		    CAMPERSHIP 3,000

GRAFTON COUNTY SENIOR CITIZENS COUNCIL INC

PO BOX 433 10 CAMPBELL STREET
LEBANON,NH03766 		    HEALTH & WELFARE 5,000

GRAPEVINE COMMUNITY RESOURCE CENTER - AVENUE A

4 AIKEN STREET PO BOX 637
ANTRIM,NH03440 		    CAMPERSHIP 3,000

GREATER WAKEFILED RESOURCE ENTER INC

254 MAIN STREET PO BOX 96
UNION,NH03887 		    HEALTH & WELFARE 2,500

GREEN MOUNTAIN CAMP FOR GIRLS

565 GREEN MOUNTAIN ROAD
DUMMERSTON,VT05301 		    CAMPERSHIP 3,000

GROUNDWORK LAWRENCE INC

50 ISLAND STREET SUITE 101
LAWRENCE,MA01840 		    CAMPERSHIP 3,000

HABITAT FOR HUMANITY NORTH CENTRAL MASS

3 PARK STREET SUITE 203
LEOMINSTER,MA01453 		    HEALTH & WELFARE 5,000

HALEY HOUSE

23 DARTMOUTH STREET
BOSTON,MA02116 		    FOOD PANTRY/FOOD BANK 5,000

HARBOR CAMPS INC

PO BOX 431314
MIAMI,FL33243 		    CAMPERSHIP 2,500

HARMONY HOUSE OF WESTERN MA

66 VINE STREET
CHICOPEE,MA01020 		    HEALTH & WELFARE 5,000

HEALTHY WALTHAM INC

510 MOODY STREET
WALTHAM,MA02453 		    FOOD PANTRY/FOOD BANK 5,000

HEARTY ROOTS INC

PO BOX 302
BRISTOL,ME04539 		    CAMPERSHIP 2,500

HOME INC

PO BOX 10
ORLAND,ME04472 		    HOMELESS SHELTER 5,000

HOSPITALITY HOMES INC

PO BOX 15265
BOSTON,MA02215 		    HEALTH & WELFARE 3,000

HOUSING FAMILIES

919 EASTERN AVENUE
MALDEN,MA02148 		    HEALTH & WELFARE 2,500

IN-SIGHT PHOTOGRAPHY PROJECT INC

183 MAIN STREET SUITE 3
BRATTLEBORO,VT05301 		    CAMPERSHIP 3,000

INTERVALE CENTER

180 INTERVALE ROAD
BURLINGTON,VT05401 		    FOOD PANTRY/FOOD BANK 5,000

ISIAH 58 NEW HAPSHIRE

472 ROUTE 111 SUITE J102
HAMPSTED,NH03841 		    HOMELESS SHELTER 5,000

JAMES P HARRINGTON ORGANIZATION INC

76 FERRY HILL ROAD
MARSHFIELD,MA02050 		    CAMPERSHIP 3,000

JEREMIAH'S INN

1059 MAIN STREET PO BOX 30035
WORCESTER,MA01603 		    HEALTH & WELFARE 5,000

JEWISH BIG BROTHERS BIG SISTERS OF GREATER BOSTON

1430 MAIN STREET
WALTHAM,MA02154 		    HEALTH & WELFARE 5,000

JOHN GRAHAM EMERGENCY SHELTER SERVICES

67 MAIN STREET
VERGENNES,VT05491 		    HOMELESS SHELTER 2,500

JULIE'S FAMILY LEARNING PROGRAM

133 DORCHESTER STREET
SOUTH BOSTON,MA02127 		    HEALTH & WELFARE 3,000

KEARSAGE FOOD HUB

11 WEST MAIN STREET PO BOX 571
BRADFORD,NH03221 		    FOOD PANTRY/FOOD BANK 5,000

KEENE HOUSING KIDS COLLABORATIVE INC

5 HARMONY LANE
KEENE,NH03431 		    CAMPERSHIP 2,000

KENNEBEC VALLEY YMCA

31 UNION STREET
AUGUSTA,ME04330 		    CAMPERSHIP 3,000

KIDS FIRST CENTER

NONESUCH RIVER PLAZA 51 US RTE 1
STE R2
SCARBOROUGH,ME04047 		    HEALTH & WELFARE 4,623

KIDS FIVE & OVER

PO BOX 71
PORTSMOUTH,NH03802 		    HEALTH & WELFARE 2,500

KIDS IN TECH INC

660 SUFFOLK STREET SUITE 125
LOWELL,MA01854 		    HEALTH & WELFARE 5,000

KIDSAFE COLLABORATIVE

7 KILBURN STREET SUITE 209
BURLINGTON,VT05401 		    HEALTH & WELFARE 5,000

KING STREET CENTER

PO BOX 1615
BURLINGTON,VT05402 		    CAMPERSHIP 3,000

KISMET ROCK FOUNDATION

PO BOX 1744
NORTH CONWAY,NH03860 		    CAMPERSHIP 3,000

LAKE CHAMPLAIN COMMUNITY SAILING CENTER

PO BOX 46818
BURLINGTON,VT05406 		    CAMPERSHIP 3,000

LAUDHOLM TRUST AKA WELLS RESERVE AT LAUDHOLM

342 LAUDHOLM FARM ROAD
WELLS,ME04090 		    CAMPERSHIP 3,000

LAWRENCE BOYS & GIRLS CLUB INC

136 WATER STREET
LAWRENCE,MA01841 		    CAMPERSHIP 3,000

LINCOLN SPORTS INC

3237 RIPTON ROAD
LINCOLN,VT05433 		    CAMPERSHIP 3,000

LLOYD CENTER FOR THE ENVIRONMENT INC

430 POTOMSKA ROAD
DARTMOUTH,MA02748 		    CAMPERSHIP 3,000

LOAVES & FISHES FOOD PANTRY

PO BOX 1672 131 DOWNEAST HIGHWAY
ELLSWORTH,ME04605 		    FOOD PANTRY/FOOD BANK 5,000

LOVING MOMS TOGETHER

668 HANOVER CENTER ROAD
HANOVER,NH03755 		    HEALTH & WELFARE 3,500

LOWELL YOUTH LEADERSHIP PROGRAM

2 BELMONT STREET
LOWELL,MA01851 		    CAMPERSHIP 3,000

MAINE ACADEMY OF MODERN MUSIC

125 PRESUMPSCOT STREET
PORTLAND,ME04103 		    CAMPERSHIP 2,000

MAINE GEAR SHARE

657 OLD PORTLAND ROAD
BRUNSWICK,ME04011 		    CAMPERSHIP 3,000

MAINE IMMIGRANT & REFUGEE SERVICES INC

256 BARTLETT STREET
LEWISTON,ME04240 		    CAMPERSHIP 3,000

MAINE NEEDS

332 FOREST ANENUE
PORTLAND,ME04103 		    HOMELESS SHELTER 5,000

MAKING COMMUNITY HAPPEN (MCH)

46 SUMMER ST
ROCKLAND,ME04841 		    FOOD PANTRY/FOOD BANK 3,000

MANCHESTER COMMUNITY MUSIC SCHOOL

2291 ELM STREET
MANCHESTER,NH03104 		    CAMPERSHIP 3,000

MARGUERITE'S PLACE

87 PALM STREET
NASHUA,NH03036 		    HOMELESS SHELTER 5,000

MASS ADOPTION RESOURCE EXCHANGE

19 NEEDHAM STREET SUITE 206
NEWTON,MA02461 		    HEALTH & WELFARE 3,000

MEALS ON WHEELS OF HILLSBOROUGH COUNTY

46 MILFORD STREET
MANCHESTER,NH03102 		    FOOD PANTRY/FOOD BANK 5,000

MENTOR VERMONG

PO BOX 103
BURLINGTON,VT05402 		    HEALTH & WELFARE 3,000

MERCY MEALS & MORE

643 PURCHASE STREET
NEW BRADFORD,MA02744 		    FOOD PANTRY/FOOD BANK 5,000

MERIDEN COMMUNITY CAMP

C/O MERIDEN CONGREGATIONAL CHURCH
PO BOX 187
MERIDEN,NH03770 		    CAMPERSHIP 3,000

MERRIMACK VALLEY IMMIGRANT & EDUCATION CENTER

439 SOUTH UNION STREET
LAWRENCE,MA01843 		    HEALTH & WELFARE 5,000

MERROHAWKE NATURE SCHOOL INC

55 TOWNE ROAD
BOXFORD,MA01921 		    CAMPERSHIP 3,000

MIDCOAST CONSERVANCY

PO BOX 439
EDGECOMB,ME04556 		    HEALTH & WELFARE 5,000

MIDCOAST YOUTH CENTER & SKATE PARK

4 OLD BRUNSWICK ROAD
BATH,ME04530 		    HEALTH & WELFARE 2,500

MIDDLESEX COUNTY FOUNDATION INC-4-H CAMP

1301 ERIKSON ROAD
ASHBY,MA01431 		    CAMPERSHIP 3,000

MID-STATE HEALTH CARE CENTER

101 BOULDER POINT SUITE 1
PLYMOUTH,NH03264 		    FOOD PANTRY/FOOD BANK 5,000

MISSION OF DEEDS INC

6 CHAPIN AVENUE
READING,MA01867 		    HOMELESS SHELTER 5,000

MONADNOCK AREA TRANSITIONAL SHELTER

PO BOX 3053
PETERBOROUGH,NH03458 		    CAMPERSHIP 3,000

MOSESIAN CENTER FOR THE ARTS

321 ARSENAL STREET
WATERTOWN,MA02472 		    CAMPERSHIP 3,000

MULTI-SERVICE EATING DISORDER ASSOCIATION INC

1320 CENTRE STREET SUITE 101
NEWTON,MA02459 		    HEALTH & WELFARE 4,335

MY BROTHER'S KEEPER INC

534 WASHINGTON STREET
EASTON,MA02356 		    FOOD PANTRY/FOOD BANK 7,500

NASHUA CENTER

18 SIMON STREET
NASHUA,NH03060 		    HEALTH & WELFARE 2,250

NE SURVIVORS OF TORTURE & TRAUMACONNECTING CULTURES

20 COLCHESTER AVE
BURLINGTON,VT05405 		    FOOD PANTRY/FOOD BANK 5,000

NEW ENGLAND YOUTH THEATRE

100 FLAT STREET
BRATTLEBORO,VT05301 		    CAMPERSHIP 3,000

NEW HAMPSHIRE DANCE INSTITUTE

25 ROXBURY STREET SUITE 110
KEENE,NH03431 		    CAMPERSHIP 3,000

NEW HAMPSHIRE THEATRE PROJECT

959 ISLINGTON STREET SUITE 3
PORTSMOUTH,NH03801 		    HEALTH & WELFARE 3,000

NEW LONDON BARN PLAYHOUSE

84 MAIN STREET PO BOX 9
NEW LONDON,NH03257 		    CAMPERSHIP 3,000

NEWTON ATHLETES UNLIMITED INC

PO BOX 66163
NEWTON,MA02466 		    CAMPERSHIP 3,000

NO LIMITS FOUNDATION DBA CAMP NO LIMITS

265 CENTRE STREET
WALES,ME04280 		    CAMPERSHIP 2,500

NORTH BRANCH NATURE CENTER

713 ELM STREET
MONTPELIER,VT05602 		    CAMPERSHIP 3,000

NORTHERN FOREST CANOE TRAIL

PO BOX 565
WAITSFIELD,VT05673 		    CAMPERSHIP 1,000

NORTHWOODS STEWARDSHIP CENTER

PO BOX 220
EAST CHARLESTON,VT05833 		    CAMPERSHIP 3,000

OUR HOUSE OF CENTRAL VERMONT

38 SUMMER STREET
BARRE,VT05641 		    HOMELESS SHELTER 5,000

OASIS HEALTH NETWORK INC

331 MAIN STREET SUITE 4
BRUNSWICK,ME04011 		    DENTAL 4,400

ODYSSEY TEEN CAMPS INC

923 SAW MILL ROAD 192
ARDSLEY,NY10502 		    CAMPERSHIP 2,500

ON BELAY INC

PO BOX 391
NEWMARKET,NH03857 		    CAMPERSHIP 3,000

ONE SUMMIT INC

4 HIGH STREET SUITE 128
NORTH ANDOVER,MA01845 		    HEALTH & WELFARE 3,000

OPERATION ABLE OF GREATER BOSTON INC

99 NORTH WASHINGTON STREET 200
BOSTON,MA02114 		    HEALTH & WELFARE 2,500

OSAMEQUIN FARM

80 WALNUT STREET
SEEKONK,MA02771 		    HEALTH & WELFARE 3,000

OUR BRIGHT FUTURE INC

32 EVERETT STREET
SOUTHBRIDGE,MA01550 		    HEALTH & WELFARE 3,000

OUR COMMUNITY CARES CAMP INC

PO BOX 503
RICHMOND,VT05477 		    CAMPERSHIP 3,000

OUR COMMUNITY FOOD PANTRY

222 COLLEGE HIGHWAY
SOUTHWICK,MA01077 		    FOOD PANTRY/FOOD BANK 5,000

OVERLOOK FARM AWARENESS RESOURCE OF MA

216 WACHUSETT STREET
RUTLAND,ME01543 		    HEALTH & WELFARE 3,000

PARAN RECREATION INC

PO BOX 393
NORTH BENNINGTON,VT05257 		    CAMPERSHIP 3,000

PARTNERS FOR YOUTH WITH DISABILITIES

88 SOUTH STREET SUITE 103
BOSTON,MA02111 		    HEALTH & WELFARE 2,500

PARTNERS IN ADVENTURE

PO BOX 8910
ESSEX,VT05451 		    CAMPERSHIP 2,500

PENIKESE ISLAND SCHOOK INC

PO BOX 161
WOODS HOLE,MA02543 		    CAMPERSHIP 3,000

PENOBSCOT BAY LANGUAGE PROGRAM

28 GRAY STREET
ROCKLAND,ME04841 		    HEALTH & WELFARE 5,000

PERNET FAMILY HEALTH SERVICE

237 MILLBURY STREET
WORCESTER,MA01610 		    FOOD PANTRY/FOOD BANK 5,000

PHILLIPS BROOKS HOUSE ASSOCIATION

ONE NORTH HARVARD YARD
CAMBRIDGE,MA02138 		    CAMPERSHIP 3,000

PHOENIX NO LIMITS KARATE INC

945 CENTER STREET SUITE 2
AUBURN,ME04210 		    CAMPERSHIP 3,000

PILGRIM LODGE - MAINE CONFERENCE UNLIMITED

337 STATE STREET SUITE 3
AUGUSTA,ME04330 		    CAMPERSHIP 3,000

PITTSFIELD YOUTH WORKSHOP INC

PO BOX 206 5 PARK STREET
PITTSFIELD,NH03263 		    CAMPERSHIP 2,500

PORTLAND SCHOOL OF BALLET

517 FOREST AVENUE SUITE 2
PORTLAND,ME04101 		    CAMPERSHIP 1,500

PROJECT SHAKESPEARE

51 HARKNESS ROAD
JAFFREY,NH03452 		    CAMPERSHIP 2,000

REACH FOR THE TOP THERAPY SERVICES

61 LOCUST STREET SUITE 331
DOVER,NH03820 		    HEALTH & WELFARE 5,000

REGIONAL ENVIRONMENTAL COUNCIL INC

42 LAGRANGE STREET
WORCESTER,MA01610 		    HEALTH & WELFARE 5,000

RESPOND INC

PO BOX 555
SOMERVILLE,MA02143 		    HEALTH & WELFARE 3,000

REVITALIZE COMMUNITY DEVELOPMENT CORP

240 CALDWELL DRIVE
SPRINGFIELD,MA01104 		    HEALTH & WELFARE 3,000

RIA INC READY - INSPIRE - ACT

330 COCHITUATE ROAD 1784
FRAMINGHAM,MA01701 		    HEALTH & WELFARE 3,000

RIVER ARTS OF MORRISVILLE

PO BOX 829
MORRISVILLE,VT05661 		    CAMPERSHIP 3,000

RONALD MCDONALD HOUSE CHARITIES - BURLINGTON VT

16 SO WINOOSKI AVENUE
BURLINGTON,VT05401 		    DENTAL 5,000

ROOTS RISING

923 BARKER ROAD
PITTSFIELD,MA01201 		    FOOD PANTRY/FOOD BANK 5,000

RUFUS PORTER MUSEUM OF ARTS & INGENUITY

PO BOX 544
BRIDGTON,ME04009 		    CAMPERSHIP 3,000

SAFE VOICES

PO BOX 713
AUBURN,ME04212 		    HEALTH & WELFARE 4,500

SAGE MOUNTAIN BOTANICAL SOCIETY

PO BOX 420
EAST BARRE,VT05649 		    CAMPERSHIP 2,000

SAIL MAINE INC

PO BOX 574
PORTLAND,ME04112 		    CAMPERSHIP 3,000

SALVATION FARMS INC

PO BOX 1174 49 PORTLAND STREET
MORRISVILLE,VT05661 		    HEALTH & WELFARE 2,500

SANFORD-SPINGVALE YMCA

1 EMILE LEVASSEUR DRIVE
SANFORD,ME04073 		    CAMPERSHIP 3,000

SCHOOL ARTS FOR ALL

PO BOX 174
WINTER HARBOR,ME04693 		    CAMPERSHIP 3,000

SCHOOL ON WHEELS OF MASSACHUSETTS

100 LAUREL ST SUITE 121
EAST BRIDGEWATER,MA02333 		    HEALTH & WELFARE 3,000

SEACOAST REPERTORY THEATRE

125 BOW STREET
PORTSMOUTH,NH03801 		    CAMPERSHIP 3,000

SELF-ESTEEM BOSTON EDUCATIONAL INSTITUTE INC

PO BOX 301155
JAMAICA PLAIN,MA02130 		    HEALTH & WELFARE 2,500

SEXUAL ASSAULT RESPONSE SERVICES MIDCOAST MAINE

PO BOX 990
BRUNSWICK,ME04011 		    HEALTH & WELFARE 3,000

SHARING KINDNESS INC

PO BOX 111
SOUTH HARWICH,MA02661 		    HEALTH & WELFARE 5,000

SHELTER FROM THE STORM

45 KNIGHTS STREET PO BOX 257
JAFFREY,NH02452 		    HOMELESS SHELTER 2,500

SI SE PUEDE INC

PO BOX 53 131 MAIN STREET
NORTH ANDOVER,MA01845 		    CAMPERSHIP 3,000

SISTERS UNCHAINED

PO BOX 300902
JAMAICA PLAIN,MA02130 		    HEALTH & WELFARE 5,997

SOUTHEASTERN MASSACHUSETTS ARTS COLLABORATIVE - SMARTS

PO BOX 356
ATTLEBORO,MA02703 		    CAMPERSHIP 2,000

SOUTHERN VERMONT NATURAL HISTORY MUSEUM

7599 VT ROUTE 9 EAST
MARLBOROUGH,VT05362 		    CAMPERSHIP 3,000

SPARK COMMUNITY CENTER INC

59 HANOVER STREET
LEBANON,NH03766 		    HEALTH & WELFARE 2,500

SPONSOR INC DBA MISSION EARTH - JOYWEAVERS INC

55 SAWYER DRIVE
DEDHAM,MA02026 		    CAMPERSHIP 2,500

SPORTS VENUE FOUNDATION DBA UPPER VALLEY AQUATIC CTR

100 ARBORETUM LANE
WHITE RIVER JUNCTION,VT05001 		    CAMPERSHIP 3,000

SPORTSMEN'S TENNIS CLUB

999 BLUE HILL AVENUE
DORCHESTER,MA02124 		    CAMPERSHIP 2,000

SPRINGFIELD AREA PARENT CHIL CENTER

80 JACK AND JILL LANE
NORTH SPRINGFIEL,VT05150 		    HEALTH & WELFARE 2,500

STARKSBORO COOPERATIVE PRESCHOOL

2875 VT ROUTE 116 PO BOX 36
STARKSBORO,VT05487 		    CAMPERSHIP 3,000

STEPS TO END DOMESTIC VIOLENCE INC

PO BOX 1535
BURLINGTON,VT05402 		    HEALTH & WELFARE 5,000

STEPS TO SUCCESS INC

PO BOX 470421
BROOKLINE,MA02447 		    CAMPERSHIP 3,000

STRONG WOMEN STRONG GIRLS INC

89 SOUTH STREET LL02
JAMAICA PLAIN,MA02130 		    HEALTH & WELFARE 5,000

SUPPORTIVE LIVING INC

400 W CUMMINGS PARK SUITE 6100
WOBURN,MA01801 		    HEALTH & WELFARE 5,000

SUSAN L CURTIS FOUNDATION - CAMP SUSAN CURTIS

1321 WASHINGTON AVENUE 104
PORTLAND,ME04103 		    CAMPERSHIP 3,000

TAPPLY-THOMPSON COMMUNITY CENTER

30 NORTH MAIN STREET
BRISTOL,NH03222 		    CAMPERSHIP 3,000

THE BARRON CENTER FOR DIABETES EDUCATION

30 ENNIS ROAD
NORTH OXFORD,MA01537 		    CAMPERSHIP 3,000

THE BRADFORD TEEN CENTER

PO BOX 247
BRADFORD,VT05033 		    CAMPERSHIP 3,000

THE CATHOLIC FOUNDATION OF SOUTHEASTERN MA

40 HIGHLAND AVENUE
FALL RIVER,MA02720 		    FOOD PANTRY/FOOD BANK 2,500

THE CENTER FOR GRIEVING CHILDREN

555 FOREST AVENUE
PORTLAND,ME04101 		    HEALTH & WELFARE 5,000

THE COMMUNITY KITCHEN INC

PO BOX 1315 37 MECHANIC STREET
KEENE,NH03431 		    FOOD PANTRY/FOOD BANK 3,000

THE CURRENT

PO BOX 411
STOWE,VT05672 		    CAMPERSHIP 3,000

THE DREAM PROGRAM- VOIDED DONATION

PO BOX 361
WINOOSKI,VT05404 		    CAMPERSHIP -2,500

THE EDUCATIONAL FARM AT JOPPA HILL INC

174 JOPPA HILL ROAD
BEDFORD,NH03110 		    CAMPERSHIP 2,800

THE FRONT DOOR AGENCY INC

7 CONCORD STREET
NASHUA,NH03064 		    HOMELESS SHELTER 5,000

THE HATCH DBA HATCHSPACE

22 HIGH STREET 3RD FLOOR
BRATTLEBORO,VT05301 		    CAMPERSHIP 3,000

THE HEART OF MAINE RESOURCE CENTER

PO BOX 211
DEXTER,ME04930 		    FOOD PANTRY/FOOD BANK 5,000

THE KNOX CLINIC

22 WHITE STREET
ROCKLAND,ME04841 		    DENTAL 5,000

THE LITERACY PROJECT

15 BANK ROW SUITE C
GREENFIELD,MA01301 		    HEALTH & WELFARE 5,000

THE MAJESTIC THEATRE

880 PAGE STREET
MANCHESTER,NH03109 		    CAMPERSHIP 3,000

THE NATURE MUSEUM AT GRAFTON

PO BOX 38
GRAFTON,VT05246 		    CAMPERSHIP 3,000

THE NEXT STEP FUND

99 BISHOP ALLEN DRIVE SUITE 1B
CAMBRIDGE,MA02139 		    HEALTH & WELFARE 3,500

THE NORTHERN LIGHTHOUSE INC

172 ACADEMY STREET
PRESQUE ISLE,ME04769 		    HOMELESS SHELTER 2,500

THE PEOPLE'S PANTRY

PO BOX 1115 5 TACONIC AVE
GREAT BARRINGTON,MA01230 		    FOOD PANTRY/FOOD BANK 5,000

THE RIVER CENTER COMMUNITY RESOURCE CENTER

9 VOSE FARM ROAD SUITE 115
PETERBOROUGH,NH03459 		    HEALTH & WELFARE 3,000

THE SALEM PANTRY

PO BOX 295
SALEM,MA01970 		    FOOD PANTRY/FOOD BANK 5,000

THE SCOTLAND HOUSE

PO BOX 180
WOODSTOCK,VT05091 		    HEALTH & WELFARE 4,000

THE SUMMER CAMP

8 CHURCH STREET
BRIDGTON,ME04009 		    CAMPERSHIP 3,000

THE WALDO COUNTY YMCA

157 LINCOLNVILLE AVE
BELFAST,ME04915 		    CAMPERSHIP 3,000

THE WALDO THEATRE

PO BOX 587
WALDOBORO,ME04572 		    HEALTH & WELFARE 3,000

THE WELL OF MARS HILL MAINE

PO BOX 71
WESTFIELD,ME04758 		    HEALTH & WELFARE 5,000

THOMAS CHEW MEMORIAL BOYS & GIRLS CLUB

PO BOX 5155 803 BEDFORD STREET
FALL RIVER,MA02723 		    CAMPERSHIP 3,000

THREE SISTERS GARDEN PROJECT INC

PO BOX 422
IPSWICH,MA01938 		    FOOD PANTRY/FOOD BANK 5,000

THROUGH THESE DOORS

PO BOX 704
PORTLAND,ME04104 		    HOMELESS SHELTER 3,000

TILTON-NORTHFIELD RECREATION COUNCIL

PO BOX 262
TILTON,NH03276 		    CAMPERSHIP 3,000

TREKKERS INC

325 OLD COUNTY ROAD
ROCKLAND,ME04841 		    CAMPERSHIP 3,000

UNITED NATIONS ASSOCIATION OF GREATER BOSTON

200 PORTLAND STREET
BOSTON,MA02114 		    CAMPERSHIP 3,000

UNITED SOUTH END SETTLEMENTS - CAMP HALE

92 MILLBRIDGE STREET
SANDWICH,NH03227 		    CAMPERSHIP 3,000

UNITED WAY OF THE TRI-VALLEY AREA

PO BOX 126
FARMINGTON,ME04938 		    CAMPERSHIP 3,000

UPBEAT NEW HAMPSHIRE

20 BROAD STREET
NASHUA,NH03064 		    CAMPERSHIP 3,000

UPPER VALLEY YOUTH HOSTEL DBA MAYNARD HOUSE

17 SOUTH STREET
HANOVER,NH03755 		    HEALTH & WELFARE 5,000

VEGGIES TO TABLE

106 MILLS ROAD 51
NEWCASTLE,ME04553 		    FOOD PANTRY/FOOD BANK 5,000

VERMONT FARMERS FOOD CENTER

PO BOX 833
RUTLAND,VT05702 		    FOOD PANTRY/FOOD BANK 5,000

VERMONT FOOD BANK

33 PARKER ROAD
BARRE,VT05641 		    FOOD PANTRY/FOOD BANK 5,000

VERMONT WILDERNESS SCHOOL

PO BOX 2585
BRATTLEBORO,VT05303 		    CAMPERSHIP 3,000

VERMONT-FARM-TO-SCHOOL DBA GREEN MOUNTAIN FARM-TO-SCHOOL

115 2ND STREET
NEWPORT,VT05855 		    FOOD PANTRY/FOOD BANK 5,000

VIRGINIA THURSTON HEALING GARDEN

145 BOLTON ROAD
HARVARD,MA01451 		    HEALTH & WELFARE 3,000

WATERVILLE AREA SOUP KITCHEN- VOIDED DONATION FROM 2023

PO BOX 1464
WATERVILLE,ME04903 		    FOOD PANTRY/FOOD BANK -5,000

WAYSIDE FOOD PROGRAMS

PO BOX 1278 135 WALTON STREET
PORTLAND,ME04104 		    FOOD PANTRY/FOOD BANK 3,000

WEST END HOUSE GIRLS CAMP INC

105 ALLSTON STREET
ALLSTON,MA02134 		    CAMPERSHIP 2,500

WEST SUBURBAN YMCA

276 CHURCH STREET
NEWTON,MA02458 		    CAMPERSHIP 3,000

WESTERN MAINE PLAY MUSEUM

PO BOX 1161
WILTON,ME04294 		    CAMPERSHIP 2,000

WESTERN MASSACHUSETTS COUNCIL INC BOYS SCOUTS OF AMERICA

1 ARCH STREET SUITE 5
WESTFIELD,MA01085 		    CAMPERSHIP 3,000

WHITE MOUNTAIN SCIENCE

23 AMMONOOSUC STREET SUITE 1
LITTLETON,NH03561 		    CAMPERSHIP 2,500

WILDFLOWER INC HELPING KIDS REDISCOVER LIFE AFTER LOSS

271 LINCOLN STREET SUITE 12
LEXINGTON,MA02421 		    CAMPERSHIP 3,000

WINDSOR COUNTY MENTORS

PO BOX 101
WINDSOR,VT05089 		    HEALTH & WELFARE 5,000

WINNIPESAUKEE PLAYHOUSE

33 FOOTLIGHT CIRCLE
MEREDITH,NH03253 		    CAMPERSHIP 3,000

WINSTON PROUTY CENTER

209 AUSTINE DRIVE
BRATTLEBORO,VT05301 		    HEALTH & WELFARE 2,500

WOMEN FOR HEALTHY RURAL LIVING

PO BOX 463
MILLBRIDGE,ME04658 		    CAMPERSHIP 3,000

WOMEN FOR HEALTHY RURAL LIVING

PO BOX 463
MILLBRIDGE,ME04658 		    HEALTH & WELFARE 2,500

WOMEN'S LUNCH PLACE

PO BOX 170900
BOSTON,MA02117 		    FOOD PANTRY/FOOD BANK 2,500

WORCESTER NATURAL HISTORY SOCIETY DBA THE ECOTARIUM

222 HUNTINGTON WAY
WORCESTER,MA01604 		    CAMPERSHIP 3,000

YMCA CAMP OF CENTRAL MAINE

130 EAST AVENUE
LEWISTON,ME04240 		    CAMPERSHIP 3,000

YMCA CAMP OF MAINE

305 WINTHROP CENTER RD PO BOX 446
WINTHROP,ME04364 		    CAMPERSHIP 3,000

YMCA CAPE COD

2245 IVANNOUGH ROAD
WEST BARNSTABLE,MA02668 		    CAMPERSHIP 2,500

YMCA OF AUBURN-LEWISTON

62 TURNER STREET
AUBURN,ME04210 		    CAMPERSHIP 3,000

YMCA OF CENTRAL MAINE

130 EAST AVENUE
LEWISTON,ME04240 		    HEALTH & WELFARE 4,405

YMCA OF LOWELL

29 EMERSON AVENUE
GLOUCESTER,MA01930 		    HEALTH & WELFARE 5,000

YOUNG WRITERS PROJECT

47 MAPLE STREET SUITE 216
BURLINGTON,VT05401 		    HEALTH & WELFARE 2,000

YOUTH OPPORTUNITIES UNLIMITED INC

224 BROCK AVENUE
NEW BEDFORD,MA02744 		    HEALTH & WELFARE 3,000

YWCA - CENTRAL MASSACHUSETTS

1 SALEM SQUARE
WORCESTER,MA01608 		    HOMELESS SHELTER 4,588

ZEBRA CROSSINGS

PO BOX 411
DOVER,NH03821 		    CAMPERSHIP 3,000
Total .................................right arrow 3a 1,118,871
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 1  
4 Dividends and interest from securities ....     14 45,339  
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 .....     14 8,112  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 473,951  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aWEST STREET ENERGY PARTNERS AND AIV-1 		523000   01    
bNEW MOUNTAIN PARTNERS IV ACCESS LP 523000 19,208 01    
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 19,208 527,403 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
546,611
(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:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 21,744 7,248   14,496

TY 2024 InvestmentsCorpBondsSchedule
Name:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Name of Bond End of Year Book Value End of Year Fair Market Value
INVESTMENTS - CORPORATE BONDS 939,427 939,427

TY 2024 InvestmentsOtherSchedule2
Name:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OTHER INVESTMENTS (PARTNERSHIPS) AT COST 412,743 412,743
PUBLIC EQUITY AT COST 20,030 20,030
COMMONFUNDS MULTI STRATEGIC EQUITY FUND AT COST 35,190,635 35,190,635

TY 2024 OtherExpensesSchedule
Name:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 13,591 0   13,591
TRUSTEE BOND FEE 15,235 15,235   0
MISCELLANEOUS 2,588 0   2,588


TY 2024 OtherIncomeSchedule2
Name:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
NEW MOUNTAIN PARTNERS IV ACCESS LP 7,726 7,726 7,726
WEST STREET PARTNERS 386 386 386
NEW MOUNTAIN PARTNERS IV ACCESS LP 19,208   19,208


TY 2024 OtherIncreasesSchedule
Name:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Description Amount
NET UNREALIZED INVESTMENT GAINS & LOSSES 5,662,558


TY 2024 OtherLiabilitiesSchedule
Name:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Description Beginning of Year - Book Value End of Year - Book Value
PAYROLL TAX PAYABLE 432 504
OTHER ACCRUAL 0 1
ACCRUED FEDERAL INCOME TAXES 0 1,877


TY 2024 OtherProfessionalFeesSchedule
Name:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 1,179 1,179   0


TY 2024 TaxesSchedule
Name:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 6,983 0   0