Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
Avidia Charitable Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address) 42 Main Street
 
Room/suite
City or town
Hudson
State or province
MA
Country  
ZIP or foreign postal code
01749
A Employer identification number

04-3371516
B Telephone number (see instructions)

9785673569
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$5,473,110
J 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 .................
3 Interest on savings and temporary cash investments 1 1  
4 Dividends and interest from securities... 123,990 123,990  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 53,711
b Gross sales price for all assets on line 6a 1,208,668
7 Capital gain net income (from Part IV, line 2)... 53,711
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........ 177,702 177,702  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 6,155 3,078   3,077
c Other professional fees (attach schedule).... 19,117 19,117   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 40,341 341   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 65,613 22,536   3,077
25 Contributions, gifts, grants paid....... 227,750 227,750
26 Total expenses and disbursements. Add lines 24 and 25 ................ 293,363 22,536   230,827
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -115,661
b Net investment income (if negative, enter -0-) 155,166
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 7,810 1,940 1,940
2 Savings and temporary cash investments......... 43,824 472,408 472,408
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 864,130 Click to see attachment
List of Attached Documents:
// Content
433,570
433,570
b Investments—corporate stock (attach schedule)....... 4,141,288 Click to see attachment
List of Attached Documents:
// Content
4,565,192
4,565,192
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,057,052 5,473,110 5,473,110
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 5,057,052 5,473,110
29 Total net assets or fund balances (see instructions)..... 5,057,052 5,473,110
30 Total liabilities and net assets/fund balances (see instructions). 5,057,052 5,473,110
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
5,057,052
2
Enter amount from Part I, line 27a .....................
2
-115,661
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
531,719
4
Add lines 1, 2, and 3 ..........................
4
5,473,110
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
5,473,110
Form 990-PF (2025)
Form 990-PF (2025)
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 Publicly Traded Securities -- Long Term      
b Publicly Traded Securities -- Short Term      
c Capital Gains Dividends P    
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 701,379   636,595 64,784
b 506,911   518,362 -11,451
c 378     378
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       64,784
b       -11,451
c       378
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 53,711
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 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 2,157
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 2,157
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 2,157
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 10,775
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 10,775
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 8,618
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax8,618 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
MA
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofMargaret B Melo Sullivan Telephone no. (978) 567-3569

Located at42 Main StreetHudsonMA ZIP+401749
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
Robert Cozzone President
0.20
0 0 0
42 Main Street
Hudson,MA01749
Margaret B Melo Sullivan Treasurer
0.20
0 0 0
42 Main Street
Hudson,MA01749
Linda Marrone Clerk
8.00
0 0 0
42 Main Street
Hudson,MA01749
Jim Ball Director
0.10
0 0 0
42 Main Street
Hudson,MA01749
Paul Blazar Director
0.10
0 0 0
42 Main Street
Hudson,MA01749
Michael Girard Director
0.10
0 0 0
42 Main Street
Hudson,MA01749
Joseph Grimaldo Director
0.10
0 0 0
42 Main Street
Hudson,MA01749
Jeff Leland Director
0.10
0 0 0
42 Main Street
Hudson,MA01749
Michael Murphy Director
0.10
0 0 0
42 Main Street
Hudson,MA01749
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
4,885,225
b
Average of monthly cash balances.......................
1b
291,036
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
5,176,261
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
5,176,261
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
77,644
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,098,617
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
254,931
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
254,931
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,157
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,157
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
252,774
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
252,774
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
252,774
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, line 26, column (d) ..........
1a
230,827
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
230,827
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1 Distributable amount for 2025 from Part X, line 7 252,774
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 9,882
b From 2021...... 37,215
c From 2022......  
d From 2023......  
e From 2024...... 23,122
f Total of lines 3a through e ........ 70,219
4Qualifying distributions for 2025 from Part
XI, line 4: $ 230,827
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) .....
0
c Treated as distributions out of corpus (Election
required—see instructions) ........
0
d Applied to 2025 distributable amount..... 230,827
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 21,947 21,947
(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 48,272
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
48,272
10 Analysis of line 9:
a Excess from 2021 .... 25,150
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 .... 23,122
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Margaret B Melo Sullivan
42 Main Street
Hudson,MA01749
(978) 567-3569
bThe form in which applications should be submitted and information and materials they should include:
Forms available at above address.
cAny submission deadlines:
See Application
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
See Application
Form 990-PF (2025)
Form 990-PF (2025)
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

AdaptX Inc

417 Bolton Road Ste 1
Lancaster,MA01523
    To improve educational platform, provide meaningful employment and partnership with professionals with disabilities and provide opportunities for people with disabilities to live more active lives 2,500

Apple Tree Arts

One Grafton Common
Grafton,MA01519
    To support the Financial Aid Assistance (FAA) for the Music and Theatre Arts Programs 2,500

Big Brothers Big Sisters of Central MA & Metrowest

18 Chestnut Street
Worcester,MA01608
    To support efforts in creating one-to-one mentorships of youth facing adversity with caring adult mentors 17,500

Boys & Girls Club of Metrowest

169 Pleasant Street
Marlborough,MA01752
    To support after-school and summer programs offered to youth of our communities 22,500

Breakthrough T1D

62 Walnut Street
Wellesley Hills,MA02481
    To support research for breakthroughs and access to therapy 2,500

Catholic Charities of Worcester County

10 Hammond Street
Worcester,MA01610
    To help strengthen the organization's ability to serve women by sustaining therapeutic services, expanding skill building initiatives and offering sober recreational activities that promote personal growth 1,000

Community Foundation for Metrowest

3 Eliot Street
Natick,MA01760
    To support foundation provide financial and educational resources to local nonprofit organizations, share essential data about region to inform decision making and part with donors to help guide and align giving with areas of greatest need in communities 25,000

Cradles to Crayons

281 Newtonville Avenue
Newtonville,MA02460
    To provide seasonal clothing, backpacks, school supplies and other essential items to low-income and homeless children 2,500

Cultivate Care Farms

401 Main Street
Bolton,MA01740
    To help support 20 weekly sessions of therapeutic farm activities for middle and high school students with special education needs. 2,500

Daniel's Table

10 Pearl Street
Framingham,MA01702
    To help fund the expansion of the Full Belly Bag program outreach through increased mobile distribution 5,000

Dignity Matters

29 Brigham Street
Westboro,MA01581
    To support Pack-A-Thon where feminine hygeine kits are assembled, packed and distributed to 650 homeless or poverty-striken women. 2,500

Discovery Museum

177 Main Street
Acton,MA01720
    To support the Traveling Science Workshop provide interactive science experiences to PreK through eighth grade children in their classrooms. 2,750

Family Promise Metrowest

6 Mulligan Street
Natick,MA01760
    To support families facing eviction or imminent shelter entry. 2,500

Frances Ouimet Scholarship Fund

300 Arnold Palmer Boulevard
Norton,MA02766
    To support need-based college scholarships to young men and women who have worked at golf courses in Massachusetts 2,000

Gateways Academy Inc

10 Stanley Road
Shrewsbury,MA01545
    To support a blended and comprehensive education where children learn the importance of nurturing the whole body, mind and spirit. 5,000

Girl Scouts of Eastern MA

265 Beaver Street
Waltham,MA02452
    To help build programs supporting girls of courage, confidence and character 2,500

Groton Hill Music

122 Old Ayer Road
Concord,MA01450
    To support partnership with Clinton Public School District in continuing instrument and ensemble education for the 2024-2025 school year 2,500

Habitat for Humanity - North Central MA

201 Great Road Suite 301
Acton,MA01720
    To assist families with modifications to improve mobility within and for access to their homes 2,500

Hoops & Homework

PO Box 5
Framingham,MA01704
    To support after-school programs for youth living in the lowest income sections of Framingham MA 5,000

Jeremiah's Inn

1059 Main Street
Worcester,MA01603
    To support a safe environment in which individuals begin their recovery journey in a community setting 2,500

Literacy Volunteers of the Montachusett Area

718 Main Street
Fitchburg,MA01420
    To support students' journeys toward improved literacy, employment, citizenship and full participation in communities 2,500

Marlborough Regional Community Foundation

11 Florence Street
Marlborough,MA01752
    To support providing annual scholarships to local high school students 5,000

Metrowest Free Medical

105 Hudson Road
Sudbury,MA01776
    To help support operations of a free medical facility including general medicine, women's health and vision clinics 2,500

Metrowest Nonprofit Network

161 Worcester Road
Framingham,MA01701
    To strengthen and diversify the next-generation of non-profit leadership pipeline in Metrowest. Funding will support the program and participation of a student who lacks resources to attend the program without assistance. 2,500

Minuteman ARC

35 Forest Ridge Road
Concord,MA01742
    To support children and adults with disabilities by increasing lifelong independence, personal choice and self advocacy. 5,000

Montachusett Veterans Outreach Center

268 Central Street Suite A
Gardner,MA01440
    To support completion of 44-1 bedroom units of affordable housing for homeless and high risk veterans in our region. 5,000

NewVue Communities

470 Main Street
Fitchburg,MA01420
    To help people in our communities maintain housing stability whether as renters or homeowners 2,500

North Star Family Services Inc

758 Main Street
Leominster,MA01453
    To support shelter operation costs such as client personal needs, food, supplies, office needs, insurance, staffing, utilities, maintenance, children specific needs, clothing, IT needs and more. 10,000

OARS Inc

23 Bradford Street
Concord,MA01742
    To support OARS watershed education program in Hudson and Marlborough 2,500

One Can Help Inc

32 Nehoiden Road
Waban,MA02468
    To support filling the gap in resources to assist at-risk youth, foster children and underserved families involved in juvenile court and child welfare systems 2,500

Open Table Inc

33 Main Street
Maynard,MA01754
    To support supplemental purchases of food for pantry and prepared meals programs. 5,000

Operation Service Inc

45 Dailey Ter
Fitchburg,MA01420
    Support for the Tunnel to Towers 9/11 Never Forget Mobile Museum and the 15th Annual Trees for Soldiers program 2,500

Pastoral Counseling Centers of MA

18 Lyman Street
Westborough,MA01581
    To support greater need for counseling for those challenged financially 2,500

Performing Arts Center of Metrowest

3 Maple Street
Framingham,MA01702
    To offer free music lessons to students from families experiencing financial barriers. 2,500

Project Just Because Inc

77 South Street
Hopkinton,MA01748
    To help struggling families by supplying basic necessities including clothing, food and school supplies. 2,500

Provision Ministry Inc

7 Thomas Newton Drive
Westborough,MA01581
    To provide food and new essential items to organizations serving those in need in Massachusetts 2,500

Ready Inspire Act (RIA) Inc

302 Union Ave - 330 Cochituate Road
Framingham,MA01702
    To support the SheFund helping fill monetary gaps so that women can exit sex trade and lead improvements in the quality of their life, safety, stability and economic empowerment. 2,500

Red Sox Foundation

4 Jersey St
Boston,MA02215
    To provide funding for the Little League initiatives around Massachusetts providing baseball and softball leagues for youth. 2,500

Rise Above Foundation

55 Oakhurst Road
Hopkinton,MA01748
    To give youth in foster care the chance to participate in sports, music, prom, camp and more. Provide youth experiences and tools to help overcome unfathomable hardships that come with foster care. 2,500

Shrewsbury Youth & Family Services

222 Maple Avenue The Higgins
Building
Shrewsbury,MA01545
    To support mental health counseling to youth who face multiple barriers to accessing care, as well as to parents & caregivers. To support outpatient clinic and school-based counseling, mental health first aid training and case management. 2,500

SMILE Mass

66 Dudley Road
Sudbury,MA01776
    To support programs empowering individuals with disabilities to live fulfilling lives 2,500

Special Olympics of Massachusetts

512 Forest Street
Marlboro,MA01752
    To continue providing the opportunity for athletes of all ages and abilities continue participating in the sports they have a passion for, ensurig that as long as they want to participate, they can. 5,000

Springwell

307 Waverley Oaks Road Ste 205
Waltham,MA02452
    To support a volunteer-based Money Management Program for low-income older adults and individuals with disabilities 5,000

Symphony Pro Musica

14 Main Street
Hudson,MA01749
    To help provide affordable orchestral, choral and operatic music. 10,000

The Addiction Referral Center

33 Main Street
Hudson,MA01749
    To support Project B.R.A.V.E. (Building Recovery Accessibility through Validation and Health Equity) which integrates individualized referral services by providing free transportation to rehab and detox facilities and Care Bags with essential needs to begin recovery journey 5,000

The Carroll Center for the Blind

770 Centre St
Newton,MA02458
    To help those who are blind and visually impaired to achieve independence and lead a fulfilling life. 2,500

The Center for Arts Natick

14 Summer Street
Natick,MA01760
    To help offer subsidized tickets and scholarships to increase access to the arts; to support diversity and a more inclusive community 1,500

The Parmenter Foundation Inc

260 Boston Post Road
Wayland,MA01778
    To support Ugrieve Higher Education Bereavement Program which improves mental health support for grieving college students and creates compassionate college campuses through student and faculty training. 2,500

United Way of Tri-County

46 Park Street
Framingham,MA01702
    To support programs for health, financial stability and education 5,000

Virginia Thurston Healing Garden

145 Bolton Road
Harvard,MA01451
    Provide a healing community of support where integrative therapies, educational programs, and therapeutic services complement medical care to improve the quality of life and wellbeing for all those affected by cancer. 2,500

Warm Hearts of Stow Inc

549 Great Road
Stow,MA01775
    To provide back to school supplies for children which entail backpack, lunch boxes, school supplies and financial assistance for sneakers and clothing. 1,500

Waypoint Adventure

453 Concord Ave
Lexington,MA02421
    To provide general support to 2026 programming serving people of all ages with all types of disabilities 2,500

Westboro Connects

17 Walker Street
Westborough,MA01581
    To support community programs and monthly newsletter aimed at building social cohesion while reducing social isolation and loneliness 1,500
Total ................................. 3a 227,750
bApproved for future payment

Big Brothers Big Sisters of Central MAMetrowest
18 Chestnut Street
Worcester,MA01608
    To support efforts in creating one-to-one mentorships of youth facing adversity with caring adult mentors. 7,500
Total ................................. 3b 7,500
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 123,990  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 53,711  
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) .. 0 177,702 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
177,702
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
Avidia Charitable Foundation Inc
EIN:
04-3371516
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fees 6,155 3,078   3,077

TY 2025 InvestmentsCorpStockSchedule
Name:
Avidia Charitable Foundation Inc
EIN:
04-3371516
Name of Stock End of Year Book Value End of Year Fair Market Value
97 Shares of Accenture Plc Ireland Cl A 26,025 26,025
70 Shares of Eaton Corp Plc 22,296 22,296
496 Shares of Invesco Ltd 13,030 13,030
104 Shares of Chubb Ltd 32,460 32,460
146 Shares of Nxp Semiconductors N V 31,691 31,691
1754 Shares of At&T Inc 43,569 43,569
465 Shares of Abbvie Inc 106,248 106,248
41 Shares of Adobe Inc 14,350 14,350
625 Shares of Alphabet Inc Cl C 196,125 196,125
604 Shares of Amazon.Com Inc 139,415 139,415
247 Shares of American Express Co 91,378 91,378
589 Shares of Apple Inc 160,126 160,126
144 Shares of Applied Materials Inc 37,007 37,007
974 Shares of Bp Plc Spon Adr 33,827 33,827
1315 Shares of Bank Of America Corp 72,325 72,325
84 Shares of Blackrock Fdg Inc 89,909 89,909
1189 Shares of Bristol Myers Squibb Company 64,135 64,135
449 Shares of Broadcom Inc 155,399 155,399
282 Shares of Cbre Group Inc Cl A 45,343 45,343
90 Shares of Cigna Group Cl B 24,771 24,771
527 Shares of Csx Corp 19,104 19,104
143 Shares of Caterpillar Inc 81,920 81,920
198 Shares of Chevron Corp 30,177 30,177
1761 Shares of Cisco Systems Inc 135,650 135,650
428 Shares of Citigroup Inc 49,943 49,943
1516 Shares of Coca-Cola Company 105,984 105,984
1929 Shares of Comcast Corp Cl A 57,658 57,658
315 Shares of Conocophillips 29,487 29,487
49 Shares of Costco Wholesale Corp 42,255 42,255
933 Shares of Delta Airlines Inc 64,750 64,750
79 Shares of Digital Realty Trust Inc 12,222 12,222
258 Shares of Duke Energy Corp 30,240 30,240
223 Shares of Eog Resources Inc 23,417 23,417
513 Shares of Ebay Inc 44,682 44,682
228 Shares of Emerson Electric Co 30,260 30,260
593 Shares of Exxon Mobil Corp 71,362 71,362
194 Shares of Meta Platforms Inc Cl A 128,057 128,057
1297 Shares of Franklin Resources Inc 30,985 30,985
969 Shares of Gilead Sciences Inc 118,935 118,935
201 Shares of Home Depot Inc 69,161 69,161
243 Shares of Intl Business Machines Corp 71,979 71,979
459 Shares of Intl Paper Company 18,080 18,080
427 Shares of Jpmorgan Chase & Co 137,588 137,588
147 Shares of Kimberly Clark Corp 14,831 14,831
43 Shares of Lockheed Martin Corp 20,798 20,798
262 Shares of Merck & Company Inc 27,578 27,578
473 Shares of Microsoft Corp 228,752 228,752
247 Shares of Morgan Stanley 43,850 43,850
407 Shares of Nrg Energy Inc 64,811 64,811
838 Shares of Nextera Energy Inc 67,275 67,275
807 Shares of Nvidia Corp 150,506 150,506
723 Shares of Omega Healthcare Investors Inc 32,058 32,058
411 Shares of Oneok Inc 30,209 30,209
329 Shares of Oracle Corp 64,125 64,125
194 Shares of Pnc Financial Services Group Inc 40,494 40,494
108 Shares of Paychex Inc 12,115 12,115
552 Shares of Philip Morris Intl Inc 88,541 88,541
387 Shares of Progressive Corp Oh 88,128 88,128
524 Shares of Pultegroup Inc 61,444 61,444
119 Shares of Qualcomm Inc 20,355 20,355
200 Shares of Rio Tinto Plc Sponsored Adr 16,006 16,006
186 Shares of Salesforce Inc 49,273 49,273
1278 Shares of Schwab Charles Corp 127,685 127,685
178 Shares of Steel Dynamics Inc 30,162 30,162
818 Shares of Synchrony Financial 68,246 68,246
148 Shares of Target Corp 14,467 14,467
121 Shares of Tesla Inc 54,416 54,416
373 Shares of Toronto Dominion Bank 35,137 35,137
279 Shares of Travel Leisure Co 19,678 19,678
695 Shares of Truist Financial Corp 34,201 34,201
361 Shares of U S Bancorp De 19,263 19,263
158 Shares of United Parcel Service Inc Cl B 15,672 15,672
140 Shares of Unitedhealth Group Inc 46,215 46,215
99 Shares of Valero Energy Corp 16,116 16,116
448 Shares of Verizon Communications Inc 18,247 18,247
213 Shares of Visa Inc Cl A 74,701 74,701
597 Shares of Walmart Inc 66,512 66,512

TY 2025 InvestmentsGovtObligationsSch
Name:
Avidia Charitable Foundation Inc
EIN:
04-3371516
US Government Securities - End of Year Book Value:

433,570
US Government Securities - End of Year Fair Market Value:

433,570
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2025 OtherIncreasesSchedule
Name:
Avidia Charitable Foundation Inc
EIN:
04-3371516
Description Amount
Unrealized Gain on Investments 531,719


TY 2025 OtherProfessionalFeesSchedule
Name:
Avidia Charitable Foundation Inc
EIN:
04-3371516
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Fees 19,117 19,117   0


TY 2025 TaxesSchedule
Name:
Avidia Charitable Foundation Inc
EIN:
04-3371516
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Excise Tax 40,000 0   0
Foreign Withholding Tax 341 341   0