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
The Andover Companies Charitable Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address) Foundation Source 501 Silverside Rd
  Room/suite
City or town
Wilmington
State or province
DE
Country  
ZIP or foreign postal code
198091377
A Employer identification number

87-2664214
B Telephone number (see instructions)

8008391754
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)$456,532J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check .................
3 Interest on savings and temporary cash investments 1,024 1,024  
4 Dividends and interest from securities... 14,635 14,635  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 39,879
b Gross sales price for all assets on line 6a 434,253
7 Capital gain net income (from Part IV, line 2)... 39,879
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........ 55,538 55,538  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
200      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
28,438     28,438
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,638 0   28,438
25 Contributions, gifts, grants paid....... 411,915 411,915
26 Total expenses and disbursements. Add lines 24 and 25 ................ 440,553 0   440,353
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -385,015
b Net investment income (if negative, enter -0-) 55,538
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 538,017 31,228 31,228
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)      
b Investments—corporate stock (attach schedule)....... 254,446 Click to see attachment
List of Attached Documents:
// Content
376,420 		425,304
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) 792,463 407,648 456,532
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 792,463 407,648
29 Total net assets or fund balances (see instructions)..... 792,463 407,648
30 Total liabilities and net assets/fund balances (see instructions). 792,463 407,648
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
792,463
2
Enter amount from Part I, line 27a .....................
2
-385,015
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
200
4
Add lines 1, 2, and 3 ..........................
4
407,648
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
407,648
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      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 434,253   394,374 39,879
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       39,879
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 39,879
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) 1 772
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 772
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 772
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 164
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 700
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 864
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 92
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax92 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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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
Yes
 
If "Yes," attach the statement required by General Instruction T. Click to see attachment
List of Attached Documents:
// Content
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)
DE
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 address  
14
The books are in care ofFoundation Source Telephone no. (800) 839-1754

Located at501 Silverside Road Suite 123WilmingtonDE ZIP+4198091377
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)
 
No
(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
 
 
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
Charles J DiGrande Dir, Pres, MEMBER SPOKESPERSON
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Amy DiPerna Dir, Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Catherine MacGilvray VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Kevin Ouellette Dir, Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................  
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
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
604,541
b
Average of monthly cash balances.......................
1b
62,201
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
666,742
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
666,742
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
10,001
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
656,741
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
32,837
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
32,837
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
772
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
772
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
32,065
4
Recoveries of amounts treated as qualifying distributions................
4
200
5
Add lines 3 and 4............................
5
32,265
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
32,265
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
440,353
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
440,353
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 32,265
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:2023, 2022, 2021  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021...... 101,095
c From 2022...... 207,722
d From 2023...... 249,930
e From 2024...... 351,546
f Total of lines 3a through e ........ 910,293
4Qualifying distributions for 2025 from Part
XI, line 4: $ 440,353
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 32,265
e Remaining amount distributed out of corpus 408,088
5 Excess distributions carryover applied to 2025.    
(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 1,318,381
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
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) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		1,318,381
10 Analysis of line 9:
a Excess from 2021 .... 101,095
b Excess from 2022 .... 207,722
c Excess from 2023 .... 249,930
d Excess from 2024 .... 351,546
e Excess from 2025 .... 408,088
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).)
NONE
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

AGESPAN INC

280 MERRIMACK ST STE 400
LAWRENCE,MA01843 		N/A   General & Unrestricted 15,000

ALFOND YOUTH & COMMUNITY CENTER

126 N ST
WATERVILLE,ME04901 		N/A   General & Unrestricted 1,000

ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI

320 NEVADA ST STE 201
NEWTON,MA02460 		N/A   General & Unrestricted 545

ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI

320 NEVADA ST STE 201
NEWTON,MA02460 		N/A   Charitable Event 3,500

ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI

225 N MICHIGAN AVE 17TH FL
CHICAGO,IL60601 		N/A   General & Unrestricted 710

ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI

320 NEVADA ST STE 201
NEWTON,MA02460 		N/A   Walk to End Alzheimer's - Northeastern MA - Andover 50

ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI

300 BROADHOLLOW RD LL100
MELVILLE,NY11747 		N/A   General and Unrestricted support for the Alzheimer's Association of the Hudson Valley chapter 1,000

AMERICAN CANCER SOCIETY

PO BOX 1685
ATLANTA,GA30303 		N/A   General & Unrestricted 50

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

199 WATER ST 11TH FL
NEW YORK,NY10038 		N/A   General & Unrestricted 1,000

AMERICAN HEART ASSOCIATION INC

7272 GREENVILLE AVE
DALLAS,TX75231 		N/A   General & Unrestricted 227

AMERICAN INSTITUTE FOR CHARTERED PROPERTY CASUALTY

720 PROVIDENCE RD STE 100
MALVERN,PA19355 		N/A   The Institutes Development Fund to support general purpose 2,500

AMERICAN LUNG ASSOCIATION

55 W WACKER DR STE 1150
CHICAGO,IL60601 		N/A   General & Unrestricted 50

AMERICAN LUNG ASSOCIATION

55 W WACKER DR STE 1150
CHICAGO,IL60601 		N/A   General & Unrestricted 250

AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO

424 E 92ND ST
NEW YORK,NY10128 		N/A   General & Unrestricted 252

AMERICAN YOUTH FOOTBALL INC

PO BOX 128
NASHUA,NH03061 		N/A   General & Unrestricted 100

ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO

DEPARTMENT 4586
CAROL STREAM,IL60122 		N/A   General & Unrestricted 3,000

ANNIES ANGELS MEMORIAL FUND INC

PO BOX 108
NEWFIELDS,NH03856 		N/A   General & Unrestricted 3,000

ATKINSON LIONS FOUNDATION INC

PO BOX 125
ATKINSON,NH03811 		N/A   General & Unrestricted 1,000

BEHAVIORAL HEALTH NETWORK INC

417 LIBERTY ST
SPRINGFIELD,MA01104 		N/A   General & Unrestricted 3,000

BIG BROTHERS BIG SISTERS OF SOUTHWEST LOUISIANA IN

4135 COMMON ST
LAKE CHARLES,LA70607 		N/A   General & Unrestricted 250

BIG DOG RANCH RESCUE INC

14444 OKEECHOBEE BLVD
LXHTCHEE GRVS,FL33470 		N/A   General & Unrestricted 30

BIRTHDAY WISHES INC

144 N RD STE 1100
SUDBURY,MA01776 		N/A   General & Unrestricted 1,500

BLYTHEDALE CHILDREN'S HOSPITAL

95 BRADHURST AVE
VALHALLA,NY10595 		N/A   General & Unrestricted 1,000

Bow Elementary School

22 BOW CENTER RD
Bow,NH03304 		N/A   General & Unrestricted 60

BOYS & GIRLS CLUB OF GREATER LOWELL INC

657 MIDDLESEX ST
LOWELL,MA01851 		N/A   General & Unrestricted 5,000

BOYS AND GIRLS CLUB OF WORCESTER

65 TAINTER ST
WORCESTER,MA01610 		N/A   General & Unrestricted 1,000

BOYS AND GIRLS CLUBS OF HARTFORD INC

170 SIGOURNEY ST
HARTFORD,CT06105 		N/A   General & Unrestricted 2,000

BREAKTHROUGH T1D

PO BOX 5021
HAGERSTOWN,MD21741 		N/A   Charitable Event 500

BRYANT UNIVERSITY

1150 DOUGLAS PIKE
SMITHFIELD,RI02917 		N/A   General & Unrestricted 50

BUILD THE FAITH INC

PO BOX 920501
NEEDHAM,MA02492 		N/A   General & Unrestricted 250

BUILDING HOMES FOR HEROES INC

4584 AUSTIN BLVD
ISLAND PARK,NY11558 		N/A   General & Unrestricted 1,000

CAMP BAUERCREST INC

17 OLD COUNTY RD
AMESBURY,MA01913 		N/A   General & Unrestricted 1,000

CAPE ANN ANIMAL AID ASSOCIATION INC

4 PAWS LN
GLOUCESTER,MA01930 		N/A   Charitable Event 1,000

CAPE ANN ANIMAL AID ASSOCIATION INC

4 PAWS LN
GLOUCESTER,MA01930 		N/A   Charitable Event 1,000

CAPE ANN SYMPHONY ORCHESTRA INC

PO BOX 1343
GLOUCESTER,MA01931 		N/A   General & Unrestricted 80

CAPITOL CENTER FOR THE ARTS

44 S MAIN ST
CONCORD,NH03301 		N/A   General & Unrestricted 33

CARL VINCENT BINI MEMORIAL FUND

18 HERVEY ST
STATEN ISLAND,NY10309 		N/A   General & Unrestricted 2,000

CATHEDRAL HIGH SCHOOL INC

74 UNION PARK ST
BOSTON,MA02118 		N/A   General & Unrestricted 1,000

CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF B

275 W BROADWAY
SOUTH BOSTON,MA02127 		N/A   General & Unrestricted 5,000

CENTER FOR WILDLIFE INC

375 MOUNTAIN RD
CAPE NEDDICK,ME03902 		N/A   General & Unrestricted 2,000

CENTRAL CATHOLIC HIGH SCHOOL INC

300 HAMPSHIRE ST
LAWRENCE,MA01841 		N/A   General & Unrestricted 525

CHILDRENS HOSPITAL CORPORATION

401 PARK DR STE 602
BOSTON,MA02215 		N/A   General & Unrestricted 50

CITY RELIEF INC

45 HAZEL ST
CLIFTON,NJ07011 		N/A   General & Unrestricted 3,000

CLEAN RIVER PROJECT INC

1022 RIVERSIDE DR
METHUEN,MA01844 		N/A   General & Unrestricted 4,000

COLLEEN E RITZER MEMORIAL FUND INC

5 DASCOMB RD
ANDOVER,MA01810 		N/A   General & Unrestricted 1,500

COMMUNITY AUTISM RESOURCES INCORPORATED

40-A DEAN ST
TAUNTON,MA02780 		N/A   General & Unrestricted 100

COMMUNITY CONNECTIONS FOUNDATION INC

177 MILK ST 3RD FLOOR
BOSTON,MA02109 		N/A   Charitable Event 3,000

CONVOY OF HOPE

1 CONVOY DR
SPRINGFIELD,MO65802 		N/A   General & Unrestricted 50

CYSTIC FIBROSIS FOUNDATION

2777 E CAMELBACK RD STE 330
PHOENIX,AZ85016 		N/A   General & Unrestricted 50

DANA FARBER CANCER INSTITUTE INC

PO BOX 849168
BOSTON,MA02284 		N/A   General & Unrestricted 30

DANA FARBER CANCER INSTITUTE INC

PO BOX 849168
BOSTON,MA02284 		N/A   Charitable Event 30

DANA FARBER CANCER INSTITUTE INC

10 BROOKLINE PL WEST
BROOKLINE,MA02445 		N/A   General & Unrestricted 1,103

DARBSTER FOUNDATION INC

1226 OMAR RD
WEST PALM BCH,FL33405 		N/A   General & Unrestricted 103

DARTMOUTH-HITCHCOCK HEALTH

1 MEDICAL CENTER DR
LEBANON,NH03756 		N/A   General & Unrestricted 52

DAUGHTERHOOD INC

3505 ALBEMARLE ST NW
WASHINGTON,DC20008 		N/A   General & Unrestricted 100

DEAR JACK FOUNDATION INC

6105 S MAIN ST STE 200
AURORA,CO80016 		N/A   General & Unrestricted 50

DEVICES 4 THE DISABLED

2701 W 36TH PL
CHICAGO,IL60632 		N/A   General & Unrestricted 3,000

DOVER FIREFIGHTERS CHARITABLE ASSOCIATION

PO BOX 1004
DOVER,NH03821 		N/A   General & Unrestricted 3,000

EAGLE-TRIBUNE SANTA CLAUS TRUST

100 TPKE ST
NORTH ANDOVER,MA01845 		N/A   General & Unrestricted 50

EAST COAST INTERNATIONAL CHURCH

61 MUNROE ST
LYNN,MA01901 		N/A   The Loft at Stetson 5,000

EASTON CHILDRENS MUSEUM INC

9 SULLIVAN AVE
NORTH EASTON,MA02356 		N/A   General & Unrestricted 2,000

ELS FOR AUTISM FOUNDATION

18370 LIMESTONE CREEK RD
JUPITER,FL33458 		N/A   Charitable Event 1,500

EMMAUS INC

PO BOX 568
HAVERHILL,MA01831 		N/A   General & Unrestricted 100

ENVIRONMENTAL LEARNING CENTERS OF CONNECTICUT INC

501 WOLCOTT RD
BRISTOL,CT06010 		N/A   General & Unrestricted 1,000

EVANS SCHOLARS FOUNDATION

2501 PATRIOT BLVD
GLENVIEW,IL60026 		N/A   General & Unrestricted 1,000

FARE SHARE WNY INC

22 MARINER ST
BUFFALO,NY14201 		N/A   General & Unrestricted 3,000

FIRST BAPTIST CHURCH HAVERHILL

217 MAIN ST
HAVERHILL,MA01830 		N/A   General & Unrestricted 250

FOOD BANK OF SOUTH JERSEY INC

1501 JOHN TIPTON BLVD
PENNSAUKEN,NJ08110 		N/A   General & Unrestricted 2,500

GATHER

124 HERITAGE AVE UNIT 3
PORTSMOUTH,NH03801 		N/A   General & Unrestricted 1,500

GILDAS CLUB CHICAGO

537 N WELLS ST
CHICAGO,IL60654 		N/A   General & Unrestricted 3,000

GIVING TREE OF LIFE FOUNDATION

4 BERKLEY AVE
PORTSMOUTH,RI02871 		N/A   General & Unrestricted 3,000

GLOUCESTER EDUCATION FOUNDATION INC

185 MAIN ST
GLOUCESTER,MA01930 		N/A   General & Unrestricted 427

GOOD SPORTS INC

1515 WASHINGTON ST STE 300
BRAINTREE,MA02184 		N/A   General & Unrestricted 500

GREAT POND MOUNTAIN CONSERVATION TR

PO BOX 338
BUCKSPORT,ME04416 		N/A   General & Unrestricted 1,000

GREATER GOOD CHARITIES

301 UNION ST UNIT 21308
SEATTLE,WA98111 		N/A   General & Unrestricted 100

HABITAT FOR HUMANITY INTERNATIONAL INC

14 PARK ST
DANVERS,MA01923 		N/A   General & Unrestricted 15,000

HEART OF THE CITY

PO BOX 356
WAUKEGAN,IL60079 		N/A   General & Unrestricted 2,000

HOLOCAUST MEMORIAL & EDUCATIONAL CENTER OF NASSAU

100 CRESCENT BEACH RD
GLEN COVE,NY11542 		N/A   General & Unrestricted 1,000

HOMEWORTHY

PO BOX 1696
ROCKLAND,ME04841 		N/A   General & Unrestricted 250

HOPE GROWS

183 SHAFER RD
MOON TOWNSHIP,PA15108 		N/A   General & Unrestricted 100

I PODS FOR WOUNDED VETERANS

4 HEATHER DR
WILMINGTON,MA01887 		N/A   General & Unrestricted 1,500

IEP YOUTH SERVICES INC

83 W MAIN ST
FREEHOLD,NJ07728 		N/A   General & Unrestricted 4,000

INSURANCE INDUSTRY CHARITABLE FOUNDATION INC

2121 AVE OF THE STARS STE 800
LOS ANGELES,CA90067 		N/A   General & Unrestricted 5,000

INSURANCE INDUSTRY CHARITABLE FOUNDATION INC

2121 AVE OF THE STARS STE 800
LOS ANGELES,CA90067 		N/A   Charitable Event 5,000

INSURANCE LIBRARY ASSOCIATION

156 STATE ST FL 2
BOSTON,MA02109 		N/A   General & Unrestricted 15,000

INTERFAITH FOOD PANTRY INC

2 EXECUTIVE DR
MORRIS PLAINS,NJ07950 		N/A   General & Unrestricted 2,000

JOHN F MURPHY HOMES INC

800 CENTER ST
AUBURN,ME04210 		N/A   General & Unrestricted 3,000

KINGSTON LAKE ASSOCIATION

PO BOX 1018
KINGSTON,NH03848 		N/A   General & Unrestricted 1,000

LAKE WINNIPESAUKEE ASSOCIATION

PO BOX 1624
MEREDITH,NH03253 		N/A   General & Unrestricted 1,000

LAWRENCE BOYS AND GIRLS CLUB INC

136 WATER ST
LAWRENCE,MA01841 		N/A   General & Unrestricted 25,000

LAWRENCE GENERAL HOSPITAL

1 GENERAL ST
LAWRENCE,MA01841 		N/A   Charitable Event 12,000

LAWRENCE GENERAL HOSPITAL

1 GENERAL ST
LAWRENCE,MA01841 		N/A   General & Unrestricted 63,000

LAZARUS HOUSE INCORPORATED

PO BOX 408
LAWRENCE,MA01842 		N/A   General & Unrestricted 15,275

LAZARUS HOUSE INCORPORATED

PO BOX 408
LAWRENCE,MA01842 		N/A   Charitable Event 5,000

LAZARUS HOUSE INCORPORATED

PO BOX 408
LAWRENCE,MA01842 		N/A   Charitable Event 5,000

LEUKEMIA & LYMPHOMA SOCIETY INC

1201 15TH ST NW STE 410
WASHINGTON,DC20005 		N/A   General & Unrestricted 25

LITTLE SPARKS PROJECT INC

594 CLAPBOARDTREE ST
WESTWOOD,MA02090 		N/A   General & Unrestricted 650

LIVE FOR EVAN

PO BOX 845
HOPKINTON,MA01748 		N/A   General & Unrestricted 3,000

LOAVES & FISHES FOOD PANTRY INC

PO BOX 1
AYER,MA01432 		N/A   General & Unrestricted 3,000

MAINE CANCER FOUNDATION

170 US RTE 1 STE 250
FALMOUTH,ME04105 		N/A   General & Unrestricted 39

MARIE WILKINSON FOOD PANTRY INC

834 N HIGHLAND AVE
AURORA,IL60506 		N/A   General & Unrestricted 2,000

Marsh Grammar School

309 PELHAM ST
Methuen,MA01844 		N/A   General & Unrestricted 140

MASSACHUSETTS DOWN SYNDROME CONGRESS INC

20 BURLINGTON MALL RD STE 261
BURLINGTON,MA01803 		N/A   General & Unrestricted 802

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA ST STE 540
BOSTON,MA02114 		N/A   General & Unrestricted 220

MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELT

350 S HUNTINGTON AVE
BOSTON,MA02130 		N/A   General & Unrestricted 229

MAYHEW

293 W SHORE RD
BRISTOL,NH03222 		N/A   General & Unrestricted 500

MELMARK NEW ENGLAND INC

461 RIVER RD
ANDOVER,MA01810 		N/A   General & Unrestricted 100

MERRIMACK VALLEY IMMIGRANT AND EDUCATION CENTER IN

439 S UNION ST STE 110
LAWRENCE,MA01843 		N/A   General & Unrestricted 1,500

MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH

GRAND CENTRAL STA PO BOX 4777
NEW YORK,NY10163 		N/A   General & Unrestricted 174

MISERICORDIA HOME

6300 N RIDGE AVE
CHICAGO,IL60660 		N/A   General & Unrestricted 1,000

MOORE CENTER SERVICES INC

195 MCGREGOR ST STE 400
MANCHESTER,NH03102 		N/A   General & Unrestricted 3,000

MOUNT WASHINGTON OBSERVATORY

PO BOX 2310
NORTH CONWAY,NH03860 		N/A   General & Unrestricted 27

MOVEMBER FOUNDATION

PO BOX 2040
SANTA MONICA,CA90406 		N/A   General & Unrestricted 521

NATIONAL MULTIPLE SCLEROSIS SOCIETY

PO BOX 54879
LOS ANGELES,CA90054 		N/A   General & Unrestricted 818

NATIONAL MULTIPLE SCLEROSIS SOCIETY

733 THIRD AVE
NEW YORK,NY10017 		N/A   General & Unrestricted 100

NEADS INC

PO BOX 1100
PRINCETON,MA01541 		N/A   General & Unrestricted 2,000

NEW HAMPSHIRE PUBLIC RADIO INC

2 PILLSBURY ST STE 600
CONCORD,NH03301 		N/A   General & Unrestricted 60

NEW HAMPSHIRE SPCA

PO BOX 196
STRATHAM,NH03885 		N/A   General & Unrestricted 553

NEW JERSEY CENTER FOR VISUAL ARTS A NEW JERSEY NON

68 ELM ST
SUMMIT,NJ07901 		N/A   General & Unrestricted 1,000

NH YOUTH LEADERSHIP FOUNDATION INC

22 N RD
NO HAMPTON,NH03862 		N/A   General & Unrestricted 225

NONSTANDARD INC

15 ARTISAN DR UNIT 551
SALEM,NH03079 		N/A   General & Unrestricted 1,000

NORTH SHORE COMMUNITY COLLEGE FOUNDATION INC

1 FERNCROFT RD
DANVERS,MA01923 		N/A   General & Unrestricted 5,000

NORTHEAST ARC INC

1 SOUTHSIDE RD
DANVERS,MA01923 		N/A   Charitable Event 2,500

NORTHWEST DOG PROJECT

30764 KOINONIA RD
EUGENE,OR97405 		N/A   General & Unrestricted 101

NOTRE DAME CRISTO REY HIGH SCHOOL INC

203 LAWRENCE ST
METHUEN,MA01844 		N/A   General & Unrestricted 10,500

NOURISH NJ INC

347 S SALEM ST
DOVER,NJ07801 		N/A   General & Unrestricted 3,000

OUR NEIGHBORS TABLE

PO BOX 592
AMESBURY,MA01913 		N/A   General & Unrestricted 50

OUT OF THE PITS INC

PO BOX 2311
ALBANY,NY12220 		N/A   General & Unrestricted 104

PAN-MASSACHUSETTS CHALLENGE INC

77 4TH AVE
NEEDHAM,MA02494 		N/A   General & Unrestricted 275

PARKER SCHOOL PARENT TEACHERS ORGANIZATION

52 RIVER ST
BILLERICA,MA01821 		N/A   General & Unrestricted 115

PASADENA HUMANE SOCIETY

361 S RAYMOND AVE
PASADENA,CA91105 		N/A   General & Unrestricted 53

PETITE PLAISANCE CONSERVATION FUND

51 CONGRESS ST
AUGUSTA,ME04330 		N/A   General & Unrestricted 200

PHILLY BULLY TEAM

3301 HAYES RD
NORRISTOWN,PA19403 		N/A   General & Unrestricted 104

PIONEER INSTITUTE INC

185 DEVONSHIRE ST STE 1101
BOSTON,MA02110 		N/A   General & Unrestricted 1,000

POPLAR BRIDGE PTSA

8401 PALMER AVE S
MINNEAPOLIS,MN55437 		N/A   General & Unrestricted 140

PRESIDENT & TRUSTEES OF COLBY COLLEGE

173 MAIN ST STE 201
WATERVILLE,ME04901 		N/A   General & Unrestricted 25

PROVIDENCE COLLEGE

1 CUNNINGHAM SQ
PROVIDENCE,RI02918 		N/A   General & Unrestricted 1,917

ROMAN CATHOLIC ARCHBISHOP OF BOSTON A CORPORATION

66 BROOKS DR
BRAINTREE,MA02184 		N/A   General & Unrestricted 100

RUTHS HOUSE INC

85 CANTERBURY LN
TRUMBULL,CT06611 		N/A   General & Unrestricted 3,000

SAINT PATRICKS PARISH

118 S BROADWAY
LAWRENCE,MA01843 		N/A   General & Unrestricted 650

SAINT PATRICKS PARISH

118 S BROADWAY
LAWRENCE,MA01843 		N/A   In support of the Cor Unum Meal Center 15,000

SAINTS MARY AND JOSEPH PARISH

200 LAWRENCE RD
SALEM,NH03079 		N/A   General & Unrestricted 250

SCIBOSTON INC

2 REHABILITATION WAY
WOBURN,MA01801 		N/A   General & Unrestricted 3,000

SKYART NFP

3026 E 91ST ST
CHICAGO,IL60617 		N/A   General & Unrestricted 1,000

SOCIETY OF SAINT VINCENT DE PAUL IN THE ARCHDIOCES

214 LAWRENCE ST
METHUEN,MA01844 		N/A   General & Unrestricted 350

SPECIAL OLYMPICS CONNECTICUT INC

2666 STATE ST STE 1
HAMDEN,CT06517 		N/A   General & Unrestricted 21

SPECIAL OLYMPICS MASSACHUSETTS INC

512 FOREST ST
MALBOROUGH,MA01752 		N/A   General & Unrestricted 5,000

SPECIAL OLYMPICS NEW HAMPSHIRE INC

PO BOX 3598
CONCORD,NH03302 		N/A   General & Unrestricted 106

SPECIAL OLYMPICS NEW JERSEY INC

1 EUNICE KENNEDY SHRIVER WAY
LAWRENCEVILLE,NJ08648 		N/A   General & Unrestricted 2,500

ST JOHNS PREPARATORY SCHOOL INC

72 SPRING ST
DANVERS,MA01923 		N/A   Fr. Penna Endowed Scholarship Fund 250

ST JOHNS PREPARATORY SCHOOL INC

72 SPRING ST
DANVERS,MA01923 		N/A   General & Unrestricted 1,000

ST JUDE CHILDRENS RESEARCH HOSPITAL INC

501 ST JUDES PL
MEMPHIS,TN38105 		N/A   General & Unrestricted 450

ST JUDE CHILDRENS RESEARCH HOSPITAL INC

501 ST JUDE PL
MEMPHIS,TN38105 		N/A   General & Unrestricted 600

ST THOMAS AQUINAS HIGH SCHOOL

197 DOVER POINT RD
DOVER,NH03820 		N/A   General & Unrestricted 2,500

ST MARY'S ANTIOCHIAN ORTHODOX CHURCH

8005 RIDGE BLVD
BROOKLYN,NY11209 		N/A   General & Unrestricted 1,000

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		N/A   General & Unrestricted 967

STRATTON MOUNTAIN & VALLEY COMMUNITY BENEFIT FOUND

PO BOX 523
STRATTON MOUNTAIN,VT05155 		N/A   The Nathan M. Carreira Endowment Fund 2,000

SUSAN B ANTHONY PROJECT INC

179 WATER ST
TORRINGTON,CT06790 		N/A   General & Unrestricted 3,000

SWEET ANNIE MEMORIAL GOLF OUTING INC

30 HIGHWATER AVE
MASSAPEQUA,NY11758 		N/A   General & Unrestricted 1,000

THE CAMBODIAN MUTUAL ASSISTANCE ASSOCIATION OF GRE

465 SCHOOL ST
LOWELL,MA01851 		N/A   General & Unrestricted 100

THE GREATER BOSTON FOOD BANK INC

70 S BAY AVE
BOSTON,MA02118 		N/A   General & Unrestricted 5,052

THE MICHAEL LISNOW RESPITE CENTER INC

112 MAIN ST
HOPKINTON,MA01748 		N/A   General & Unrestricted 3,000

THE OASIS HAVEN FOR WOMEN & CHILDREN INC

59 MILL ST
PATERSON,NJ07501 		N/A   General & Unrestricted 2,000

THE OPEN DOOR CAPE ANN FOOD PANTRY INC

28 EMERSON AVE
GLOUCESTER,MA01930 		N/A   General & Unrestricted 70

THE RED SOX FOUNDATION INC

4 JERSEY ST
BOSTON,MA02215 		N/A   General & Unrestricted 250

THE TREVOR PROJECT INC

2261 MARKET ST STE 5164
SAN FRANCISCO,CA94114 		N/A   General & Unrestricted 100

TREE OF LIFE

PO BOX 1329
BLUE HILL,ME04614 		N/A   General & Unrestricted 2,000

TWO GRATEFUL FRIENDS INC

12 BRISTOL RD
PEABODY,MA01960 		N/A   General & Unrestricted 3,000

VETERANS OUTREACH CENTER INC

447 S AVE
ROCHESTER,NY14620 		N/A   General & Unrestricted 3,000

WAYNE TOWNSHIP POLICE ATHLETIC LEAGUE

1 PAL DR
WAYNE,NJ07470 		N/A   General & Unrestricted 2,000

WGBH EDUCATIONAL FOUNDATION

ONE GUEST ST
BOSTON,MA02135 		N/A   General & Unrestricted 50

WILLIAMS BE YOURSELF CHALLENGE

105 CAPTAIN WILSON LN
CARLISLE,MA01741 		N/A   General & Unrestricted 3,000

WILLISTON NORTHAMPTON SCHOOL

19 PAYSON AVE
EASTHAMPTON,MA01027 		N/A   General & Unrestricted 250

WILLOWIND THERAPEUTIC RIDING CENTER INC

1140 SATE HWY 3
BAR HARBOR,ME04609 		N/A   General & Unrestricted 3,000

WORLD CENTRAL KITCHEN INCORPORATED

PO BOX 96538
WASHINGTON,DC20090 		N/A   General & Unrestricted 500

WOUNDED WARRIOR PROJECT LONG TERM SUPPORT TR

4899 BELFORT RD STE 300
JACKSONVILLE,FL32256 		N/A   General & Unrestricted 250

WWP INC - WOUNDED WARRIOR PROJECT INC

PO BOX 758516
TOPEKA,KS66675 		N/A   General & Unrestricted 1,000

YOUNG PEOPLES BAPTIST UNION OF BROOKLYN AND LONG I

PO BOX 1903
SEAFORD,NY11783 		N/A   General & Unrestricted 3,000
Total ................................. 3a 411,915
bApproved for future payment
Total ................................. 3b  
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 1,024  
4 Dividends and interest from securities ....     14 14,635  
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 39,879  
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) ..   55,538  
13Total. Add line 12, columns (b), (d), and (e)..................
13
55,538
(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

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2025 DepreciationSchedule
Name:
The Andover Companies Charitable Foundation
EIN:
87-2664214
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2025 InvestmentsCorpStockSchedule
Name:
The Andover Companies Charitable Foundation
EIN:
87-2664214
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD 500 INDEX FUND ADM 143,854 168,758
VANGUARD DEVELOPED MARKETS IDX 49,904 64,960
VANGUARD SMALL CAP INDEX FD AD 38,920 42,126
VANGUARD TOTAL BOND MARKET IND 143,742 149,460

TY 2025 LiquidationExplanationStmt
Name:
The Andover Companies Charitable Foundation
EIN:
87-2664214
Statement:
As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2025, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $411,915. This amount represents 25% or more of the Foundation's net assets of $803,561 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2025. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.


TY 2025 OtherExpensesSchedule
Name:
The Andover Companies Charitable Foundation
EIN:
87-2664214
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 28,362     28,362
Postage/Delivery Service 51     51
State or Local Filing Fees 25     25


TY 2025 OtherIncreasesSchedule
Name:
The Andover Companies Charitable Foundation
EIN:
87-2664214
Description Amount
RETURNED GRANT 200


TY 2025 TaxesSchedule
Name:
The Andover Companies Charitable Foundation
EIN:
87-2664214
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2025 100      
990-PF Extension for 2024 100