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
AGNES M LINDSAY TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) 10 NORTH ROAD SUITE 2
 
Room/suite
City or town
CHELMSFORD
State or province
MA
Country  
ZIP or foreign postal code
01824
A Employer identification number

02-6004971
B Telephone number (see instructions)

9784557818
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)$42,096,370
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 51 51  
4 Dividends and interest from securities... 23,682 23,682  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 303,047
b Gross sales price for all assets on line 6a 1,440,000
7 Capital gain net income (from Part IV, line 2)... 303,047
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)....... 30,487 14,113  
12 Total. Add lines 1 through 11........ 357,267 340,893  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 165,000 24,750   140,250
14 Other employee salaries and wages...... 109,885 0   109,885
15 Pension plans, employee benefits....... 43,781 0   43,781
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 22,996 7,665   15,331
c Other professional fees (attach schedule).... 2,832 2,832   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 57,190 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 9,000 0   9,000
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 30,092 15,235   14,857
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 440,776 50,482   333,104
25 Contributions, gifts, grants paid....... 1,186,505 1,186,505
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,627,281 50,482   1,519,609
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,270,014
b Net investment income (if negative, enter -0-) 290,411
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.............      
2 Savings and temporary cash investments......... 346,788 401,246 401,246
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).......      
c Investments—corporate bonds (attach schedule)....... 939,427 0 0
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 35,623,408 Click to see attachment
List of Attached Documents:
// Content
41,695,124
41,695,124
14 Land, buildings, and equipment: basis 6,566
Less: accumulated depreciation (attach schedule) 6,566      
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
0
Click to see attachment
List of Attached Documents:
// Content
0
Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 36,909,623 42,096,370 42,096,370
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 ) Click to see attachment
List of Attached Documents:
// Content
2,382
Click to see attachment
List of Attached Documents:
// Content
47,765
23 Total liabilities (add lines 17 through 22)......... 2,382 47,765
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........ 31,968,878 31,968,878
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,938,363 10,079,727
29 Total net assets or fund balances (see instructions)..... 36,907,241 42,048,605
30 Total liabilities and net assets/fund balances (see instructions). 36,909,623 42,096,370
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
36,907,241
2
Enter amount from Part I, line 27a .....................
2
-1,270,014
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
6,411,378
4
Add lines 1, 2, and 3 ..........................
4
42,048,605
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
42,048,605
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 WEST ST P 2013-04-04 2025-12-31
b NEW MOUNTAIN P 2014-12-16 2025-12-31
c GOLDMAN SACHS P 2019-12-11 2025-12-31
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a       2,013
b       13,075
c 1,440,000   1,152,041 287,959
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       2,013
b       13,075
c       287,959
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 2 303,047
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 4,037
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 4,037
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 4,037
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 6,680
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,680
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 2,643
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax2,643 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NH
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 addressLINDSAYTRUST.ORG
14
The books are in care ofALAN LAMPERT Telephone no. (978) 455-7818

Located at10 NORTH ROAD SUITE 2CHELMSFORDMA ZIP+401824
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
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
Yes
 
If "Yes," list the years 20 24, 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
Yes
 
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
ERNEST E DION TRUSTEE
25.00
55,000 0 0
28 CENTRAL STREET APT D
HUDSON,NH03051
ALAN G LAMPERT TRUSTEE
25.00
55,000 0 0
TEN NORTH ROAD
CHELMSFORD,MA01824
MICHAEL S DELUCIA TRUSTEE
25.00
55,000 0 0
355 RIVER ROAD
MANCHESTER,NH03104
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
AMY B LAMPERT ADMINISTRATOR DIRECT
40.00
109,885 34,325 0
10 NORTH ROAD SUITE 2
CHELMSFORD,MA01824
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
38,454,116
b
Average of monthly cash balances.......................
1b
602,009
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
39,056,125
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
39,056,125
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
585,842
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
38,470,283
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,923,514
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
1,923,514
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
4,037
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
3,680
c
Add lines 2a and 2b............................
2c
7,717
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,915,797
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,915,797
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,915,797
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
1,519,609
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,519,609
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 1,915,797
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 1,684,519
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,519,609
a Applied to 2024, but not more than line 2a 1,519,609
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..... 0
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
164,910
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
1,915,797
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 ......
0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
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:
ALAN LAMPERT
10 NORTH ROAD SUITE 2
CHELMSFORD,MA01824
(978) 455-7818
bThe form in which applications should be submitted and information and materials they should include:
IN WRITING, RESUME OF ORGANIZATION AND PROGRAM, USE OF FUNDS, TWO YEARS OF AUDITED FINANCIAL STATEMENTS AND IRS DETERMINATION LETTER.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LIMITED TO MA, ME, NH, AND VT. MUST BE 501 (C) (3) BUT NOT A PRIVATE FOUNDATION.
Form 990-PF (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

AARON'S PRESENTS INC

180 MAINE STREET
ANDOVER,MA01810
    CAMPERSHIP 3,000

ACORD FOOD PANTRY

PO BOX 2203 69 WILLOW STREET
SOUTH HAMILTON,MA01982
    FOOD PANTRY/FOOD BANK 6,000

ACTON FOOD PANTRY

235 SUMMER ROAD REAR BLDG 1
BOXBORO,MA01719
    FOOD PANTRY/FOOD BANK 3,000

AFRICAN CULTURAL SERVICES

PO BOX 540325
WALTHAM,MA02451
    CAMPERSHIP 3,000

AFRICAN CULTURAL SERVICES

PO BOX 540325
WALTHAM,MA02451
    FOOD PANTRY/FOOD BANK 3,000

AGASSIZ BALDWIN COMMUNITY

20 SACRAMENTO STREET
CAMBRIDGE,MA02138
    CAMPERSHIP 2,500

AGASSIZ VILLAGE

9 VERNON STRRET
FRAMINGHAM,MA01701
    CAMPERSHIP 3,000

AIDS RESPONSE SEACOAST

100 CAMPUS DRIVE
PORTSMOUTH,NH03802
    FOOD PANTRY/FOOD BANK 5,000

AIO FOOD & EMERGENCY ASSISTANCE

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

ALCHEMISTS WORKSHOP

PO BOX 658
HENNIKER,NH03242
    CAMPERSHIP 2,000

ALL OUT ADVENTURES

297 PLEASANT STREET
NORTHAMTON,MA01060
    HEALTH & WELFARE 3,000

AMISTAD

PO BOX 17705
PORTLAND,ME04112
    HOMELESS SHELTER 5,000

AUGUSTA EMERGENCY OVERNIGHT WARMING SHELTER

9 CHURCH STREET
AUGUSTA,ME04330
    HOMELESS SHELTER 5,000

AUGUSTA TEEN CENTER OF THE BOYS & GIRLS CLUB

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

BARRE OPERA HOUSE

PO BOX 583 6 NORTH MAIN STREET
BARRE,VT05641
    CAMPERSHIP 3,000

BATH BRUNSWICK RESPITE CARE

9 PARK STREET
BATH,ME04530
    HEALTH & WELFARE 4,000

BELFAST SOUP KITCHEN

31 BELMONT AVENUE
BELFAST,ME04915
    FOOD PANTRY/FOOD BANK 5,000

BELONGING TO EACH OTHER

PO BOX 343
FALMOUTH,MA02541
    HOMELESS SHELTER 5,000

BERKSHIRE CIVIC BALLET

116 FENN STREET
PITTSFIELD,MA01201
    HEALTH & WELFARE 3,000

BERKSHIRE COUNTY DIAPER PROJECT INC

PO BOX 5
STOCKBRIDGE,MA02166
    HEALTH & WELFARE 7,500

BERKSHIRE SOUTHERN REGIONAL COMM CTR

15 CRISSEY ROAD
GREAT BARRINGTON,MA01230
    CAMPERSHIP 3,000

BERKSHIRES BOUNTY DBA BERKSHIRE BOUNTY

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

BETHEL AREA FOOD SHELF

129 CHURCH STREET
BETHEL,VT05032
    FOOD PANTRY/FOOD BANK 5,000

BETHEL INSTITUTE FOR COMMUNITY DEVELOPMENT

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

BEYOND SOCCER INC

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

BIG BROTHERS BIG SISTERS OF CENTRAL MASS

484 MAIN STREET
WORCESTER,MA01608
    HEALTH & WELFARE 3,000

BIG BROTHERS BIG SISTERS OF NEW HAMPSHIRE & VERMONT

3 PORTSMOUTH AVE SUITE 2
BRATTLEBORO,VT05302
    HEALTH & WELFARE 5,000

BIRTHDAY WISHES INC

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

BLACKSTONE VALLEY BOYS & GIRLS CLUB

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

BONNYVALE ENVIRONMENTAL EDUCATION CTR

PO BOX 2318
WEST BRATTLEBORO,VT05303
    CAMPERSHIP 3,000

BOURNE COMMUNITY BOATING INC

PO BOX 3157
BOURNE,MA02532
    CAMPERSHIP 3,000

BOYS & GIRLS CLUB OF CHICOPEE INC

580 MEADOW STREET
CHICOPEE,MA01013
    FOOD PANTRY/FOOD BANK 3,000

BOYS & GIRLS CLUB OF METRO SOUTH

19 COURT STREET
TAUNTON,MA02780
    CAMPERSHIP 3,000

BOYS & GIRLS CLUB OF METRO WEST

169 PLEASANT ST
MARLBOROUGH,MA01752
    CAMPERSHIP 2,500

BOYS & GIRLS CLUB OF WORCESTER

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

BRATTLEBORO AREA HOSPICE

191 CANAL STREET
BRATTLEBORO,VT05301
    HEALTH & WELFARE 5,000

BRATTLEBORO HOUSING OPPORTUNITES

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

BRIGHTON ALLSTON CONGREGATIONAL CHURCH

404 WASHINGTON STREET
BRIGHTON,MA02135
    FOOD PANTRY/FOOD BANK 5,000

BROOKLINE FOOD PANTRY

PO BOX 45
BROOKLINE,MA02446
    FOOD PANTRY/FOOD BANK 3,000

BUTTONWOOD PARK ZOOLOGICAL SOCIETY - BP ZOO

425 HAWTHORN STREET
NEW BEDFORD,MA02747
    CAMPERSHIP 3,000

CAMP ANGELS

PO BOX 89
WATERFORD,ME04088
    CAMPERSHIP 3,000

CAMP BEECH CLIFF

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

CAMP DAYBREAK

PO BOX 54
MILTON,VT05468
    CAMPERSHIP 2,000

CAMP EXCLAMATION POINT INC

PO BOX 91
RICHMOND,VT05477
    CAMPERSHIP 2,000

CAMP FIRE NORTH SHORE INC

583 CHESTNUT STREET SUITE 11
LYNN,MA01904
    CAMPERSHIP 3,000

CAMP HOWE INC

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

CAMP PUTNAM

141 RUTHERFORD AVENUE
NEW BRAINTREE,MA01531
    CAMPERSHIP 3,000

CAMP SHRIVER AT UMASS BOSTON

100 MORRISSEY BLVD
BOSTON,MA02215
    CAMPERSHIP 3,000

CAMP TO BELONG MAINE

PO BOX 572
AUGUSTA,ME04332
    CAMPERSHIP 3,000

CAPE COD COUNCIL OF CHURCHES

320 MAIN STREET
HYANNIS,MA02601
    FOOD PANTRY/FOOD BANK 5,000

CAPE COD MARITIME MUSEUM

135 SOUTH STREET
HYANNIS,MA02601
    CAMPERSHIP 3,000

CAPE KIDS MEALS

1336 MAIN STREET
OSTERVILLE,MA02655
    FOOD PANTRY/FOOD BANK 5,000

CASTLETON COMMUNITY SENIORS

2108 MAIN STREET
CASTLETON,VT05715
    HEALTH & WELFARE 3,000

CATHOLIC CHARITIES OF THE DIOCESE OF FALL RIVER

1600 BAY STREET
FALL RIVER,MA02724
    FOOD PANTRY/FOOD BANK 5,000

CATHOLIC CHARITIES OF WORCESTER

216 W BOYLSTON STREET
WEST BOYLSTON,MA01583
    FOOD PANTRY/FOOD BANK 2,500

CENTER FOR NEW AMERICANS

42 GOTHIC STREET
NORTHAMPTON,MA01060
    HEALTH & WELFARE 3,000

CENTRAL LINCOLN COUNTY YMCA

PO BOX 787
DAMARISCOTTA,ME04543
    CAMPERSHIP 3,000

CENTRAL VERMONT ADULT EDUCATION

46 WASHINGTON STREET SUITE 100
BARRE,VT05641
    HEALTH & WELFARE 5,000

CHAMP HOMES INC

82 SCHOOL STREET
HYANNIS,MA02601
    HOMELESS SHELTER 5,000

CHARTER HOUSE COALITION

27 NORTH PLEASANT STREET
MIDDELEBURY,VT05753
    HOMELESS SHELTER 3,000

CHILDREN'S DISCOVERY MUSEUM

7 EUSTIS PARKWAY
WATERVILLE,ME04901
    CAMPERSHIP 3,000

CHRISTINA'S HOUSE

38 MADISON AVENUE
SPRINGFIELD,MA01105
    HOMELESS SHELTER 5,000

CHRISTINE B FOUNDATION

304 HANCOCK STREET SUITE 1A
BANGOR,ME04401
    FOOD PANTRY/FOOD BANK 5,000

CITIZENS INN INC

81 MAIN STREET
PEABODY,MA01960
    FOOD PANTRY/FOOD BANK 5,000

CLAREMONT LEARNING PARTNERSHIP

169 MAIN STREET
CLAREMONT,NH02374
    HEALTH & WELFARE 5,000

CLEAR PATH FOR VETERANS NE

84 ANTIETAM STREET
DEVENS,MA01434
    FOOD PANTRY/FOOD BANK 5,000

COASTAL FOODSHED INC

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

COMMON GOOD SOUP KITCHEN

16 CLARK POINT ROAD
SOUTHWEST HARBOR,ME04679
    FOOD PANTRY/FOOD BANK 5,000

COMMUNITY COOKS

337 SOMERVILLE AVE 2ND FLOOR
SOMERVILLE,MA02143
    FOOD PANTRY/FOOD BANK 5,000

COMMUNITY DENTAL

190 PARK AVENUE
PORTLAND,ME04102
    DENTAL 5,000

COMMUNITY MENTORING TEAM

25 ALPINE STREET UNIT 19
HYDE PARK,MA02136
    HEALTH & WELFARE 5,000

COMMUNITY RECREATION ASSOCIATION - DALTON

400 MAIN STREET
DALTON,MA01226
    CAMPERSHIP 3,000

CONFIKIDS INC

PO BOX 71
FOXBORO,MA02035
    HEALTH & WELFARE 5,000

DAUGHTERS OF YAHWEH COMMUNITY OUTREACH

124 GREENWOOD STREET
BOSTON,MA02121
    HEALTH & WELFARE 5,000

DOVE INC

PO BOX 690267
QUINCY,MA02269
    HOMELESS SHELTER 3,000

EASTERN AREA AGENCY ON AGING

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

EDGAR MAY HEALTH & RECREATION CENTER

140 CLINTON STREET
SPRINGFIELD,VT05156
    CAMPERSHIP 3,000

ENGLISH AT LARGE

800 W CUMMINGS PARK SUITE 5550
WOBURN,MA01801
    HEALTH & WELFARE 5,000

EV KIDS INC

218 ADAMS STREET 220502
DORCHESTER,MA02122
    CAMPERSHIP 3,000

FAIR HAVEN CONCERNED DBA SLATE VALLEY CARES

49 MAINE STREET
FAIRHAVEN,VT05743
    FOOD PANTRY/FOOD BANK 5,000

FAMILIES IN TRANSITION INC

122 MARKET STREET
MANCHESTER,NH03101
    FOOD PANTRY/FOOD BANK 5,000

FAMILIES LIKE OURS INC

140 WEST AVENUE SUITE A
GREAT BARRINGTON,MA01230
    HEALTH & WELFARE 5,000

FAMILY PROMISE OF METROWEST LLC

6 MULLIGAN STREET
NATICK,MA01760
    HOMELESS SHELTER 5,000

FARMING FALMOUTH

PO BOX 2322
TEATICKET,MA02536
    FOOD PANTRY/FOOD BANK 5,000

FLYING CLOUD INSTITUTE

20 STOCKBRIDGE ROAD SUITE 2
GREAT BARRINGTON,MA02130
    CAMPERSHIP 3,000

FOOD FOR THE WORLD - MINISTERIO LOS MILAGROS DE JESUS INC

516 ESSEX STREET
LAWRENCE,MA01840
    FOOD PANTRY/FOOD BANK 6,000

FRANNIE PEABODY CENTER

30 DANFORTH STREET SUITE 309
PORTLAND,ME04101
    HEALTH & WELFARE 5,000

FRESH TRUCK

17 NORFOLK AVENUE
ROXBURY,MA02119
    FOOD PANTRY/FOOD BANK 5,000

FRIENDS OF GRAFTON FOOD BANK

PO BOX 324
GRAFTON,MA01519
    FOOD PANTRY/FOOD BANK 5,000

FRIENDS OF ST STEPHEN'S YOUTH PROGRAMS

31 LENOX STREET
BOSTON,MA02118
    HEALTH & WELFARE 5,000

GATHER

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

GIRL SCOUTS OF THE GREEN & WHITE MTNS

1 COMMERCE DRIVE
BEDFORD,NH03110
    CAMPERSHIP 3,000

GIRLS AT WORK

200 BEDFORD STREET
MANCHESTER,NH03101
    CAMPERSHIP 3,000

GIRLS INC OF NEW HAMPSHIRE

1711 SOUTH WILLOW STREET UNIT 5
MANCHESTER,NH03103
    CAMPERSHIP 2,000

GIRLS LEAP

1452 DORCHESTER AVENUE
DORCHESTER,MA02118
    HEALTH & WELFARE 3,000

GIVING THE GLAM

12 STONEGATE LANE
DOVER,MA02030
    HEALTH & WELFARE 5,000

GOLDEN DAYS REHABILITATION & DAY CENTER

200 AYER ROAD
HARVARD,MA01451
    FOOD PANTRY/FOOD BANK 2,000

GOVERNOR'S INSTITUTE OF VERMONT

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

GRAFTON COUNTY SENIOR CITIZENS COUNCIL INC

PO BOX 433 10 CAMPBELL STREET
LEBANON,NH03766
    FOOD PANTRY/FOOD BANK 3,000

GRAHAMTASTIC CONNECTION

21 BRADEEN STREET SUITE 107
SPRINGVALE,ME04083
    HEALTH & WELFARE 5,000

GREATER SEACOAST COMMUNITY

311 ROUTE 108
SOMERSWORTH,NH03878
    HEALTH & WELFARE 2,500

GREEN BEVERLY

100 CUMMINGS CENTER SUITE 350-E
BEVERLY,MA01915
    FOOD PANTRY/FOOD BANK 5,000

GREEN MOUNTAIN CAMP FOR GIRLS

565 GREEN MOUNTAIN ROAD
DUMMERSTON,VT05301
    CAMPERSHIP 3,000

GROUNDWORK LAWRENCE INC

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

HABITAT FOR HUMANITY NORTH CENTRAL MASS

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

HALEY HOUSE

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

HARBOR CAMPS INC

PO BOX 431314
MIAMI,FL33243
    CAMPERSHIP 3,000

HAVERHILL HERITAGE INC - COURT STREET ARTS

PO BOX 125
HAVERHILL,NH03765
    CAMPERSHIP 2,000

HEALTHY ISLAND PROJECT

PO BOX 55
STOUGHTON,ME04681
    FOOD PANTRY/FOOD BANK 5,000

HEALTHY PENISULA

26 HINCKLEY RIDGE ROAD
BLUE HILL,ME04614
    FOOD PANTRY/FOOD BANK 3,000

HEALTHY SMILES OF ME INC

39 BRETON LANE
OXFORD,ME04270
    DENTAL 5,000

HEARTWING CENTER

41-43 THIRD STREET PO BOX 792
TURNER FALLS,MA01376
    HEALTH & WELFARE 5,000

HERRING GUT COASTAL SCIENCE CENTER

PO BOX 286 59 FACTORY ROAD
PORT CLYDE,ME04855
    CAMPERSHIP 3,000

HOMEWORK HOUSE INC

54 NORTH SUMMER STREET
HOLYOKE,MA01040
    CAMPERSHIP 3,000

HOPE & JUSTICE PROJECT

5 ERSKINE STREET
PRESQUE ISLE,ME04769
    FOOD PANTRY/FOOD BANK 5,000

HOPE ACTS

PO BOX 715
PORTLAND,ME04112
    HEALTH & WELFARE 3,000

HOPE WORKS INC

PO BOX 92
BURLINGTON,VT05402
    FOOD PANTRY/FOOD BANK 5,000

HORIZONS GREAT BOSTON

90 SANDY VALLEY ROAD
DEDHAM,MA02026
    CAMPERSHIP 3,000

HOUSING FAMILIES

919 EASTERN AVENUE
MALDEN,MA02148
    CAMPERSHIP 2,500

HOUSING SUPPORT

12 PLEASANT STREET SUITE 3
NEWBURYPORT,MA01950
    HEALTH & WELFARE 3,000

INCLUSIVE ARTS VERMONT

PO BOX 236
ESSEX JUNCTION,VT05453
    HEALTH & WELFARE 3,000

IN-SIGHT PHOTOGRAPHY PROJECT INC

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

INTERFAITH COUNCIL - NEIGHBOR TO NEIGHBOR

PO BOX 226
MANCHESTER CENTER,VT05255
    HEALTH & WELFARE 3,000

INTERPLAY JAZZ & ARTS

59 DRAPER ROAD
HARTLAND,VT05048
    CAMPERSHIP 3,000

INTERVALE CENTER

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

IT TAKES A VILLAGE

2 EAST MAIN STREET PO BOX 304
HUNTINGTON,MA01050
    HEALTH & WELFARE 5,000

JAMES P HARRINGTON ORGANIZATION INC

76 FERRY HILL ROAD
MARSHFIELD,MA02050
    CAMPERSHIP 3,000

JEANNE GEIGER CRISIS CENTER INC

2 HARRIS STREET
NEWBURYPORT,MA01603
    HOMELESS SHELTER 5,000

JEREMIAH'S INNC

1059 MAIN STREET PO BOX 30035
WORCESTER,MA01603
    HOMELESS SHELTER 3,000

JUNIOR ACHIEVEMENT OF MAINE

565 CONGRESS STREET SUITE 306
PORTLAND,ME04101
    HEALTH & WELFARE 3,528

KATAHDIN HEATING SECURITY ALLIANCE

111 CANYON DRIVE
MILLINOCKET,ME04462
    HEALTH & WELFARE 2,500

KEENE HOUSING KIDS COLLABORATIVE INC

5 HARMONY LANE
KEENE,NH03431
    CAMPERSHIP 2,000

KEENE SENIOR CENTER

312 MARLBORO STREET SUITE 100
KEENE,NH03431
    HEALTH & WELFARE 4,200

KETCHA OUTDOORS

336 BLACK POINT ROAD
SCARBOROUGH,ME04074
    CAMPERSHIP 3,000

KIDS FIRST CENTER

NONESUCH RIVER PLAZA 51 US RTE 1
STE R2
SCARBOROUGH,ME04047
    HEALTH & WELFARE 5,000

KING STREET CENTER

PO BOX 1615
BURLINGTON,VT05402
    CAMPERSHIP 3,000

KISMET ROCK FOUNDATION

PO BOX 1744
NORTH CONWAY,NH03860
    CAMPERSHIP 3,000

LAKE CHAMPLAIN COMMUNITY SAILING CENTER

PO BOX 46818
BURLINGTON,VT05406
    CAMPERSHIP 3,000

LAWRENCE BOYS & GIRLS CLUB INC

136 WATER STREET
LAWRENCE,MA01841
    CAMPERSHIP 3,000

LEXINGTON INTERFAITH OUTREACH FOOD PANTRY

PO BOX 635
LEXINGTON,MA02420
    FOOD PANTRY/FOOD BANK 3,000

LIGHT OF LIFE MINISTRIES

247 PEARL STREET
MANCHESTER,NH03104
    HOMELESS SHELTER 5,000

LINCOLN SPORTS INC

3237 RIPTON ROAD
LINCOLN,VT05433
    CAMPERSHIP 3,000

LITERACY VOLUNTEERS OF BANGOR

354 HOGAN ROAD
BANGOR,ME04401
    HEALTH & WELFARE 3,000

LITERACY VOLUNTEERS OF KENNEBEC

12 SPRUCE STREET SUITE 4
AUGUSTA,ME04330
    HEALTH & WELFARE 2,500

LITTLETON WINTER SHELTER

PO BOX 26
LITTELTON,NH03561
    HOMELESS SHELTER 5,000

LLOYD CENTER FOR THE ENVIRONMENT INC

430 POTOMSKA ROAD
DARTMOUTH,MA02748
    CAMPERSHIP 3,000

LOAVES & FISHES FOOD PANTRY

PO BOX 1672 131 DOWNEAST HIGHWAY
ELLSWORTH,ME04605
    FOOD PANTRY/FOOD BANK 3,200

LOVE YOUR MAGIC

141 MCBRIDE STREET
JAMAICA PLAIN,MA02130
    CAMPERSHIP 3,000

LOWELL YOUTH LEADERSHIP PROGRAM

2 BELMONT STREET
LOWELL,MA01851
    CAMPERSHIP 3,000

MAINE ACADEMY OF MODERN MUSIC

125 PRESUMPSCOT STREET
PORTLAND,ME04103
    CAMPERSHIP 1,500

MAINE GEAR SHARE

657 OLD PORTLAND ROAD
BRUNSWICK,ME04011
    CAMPERSHIP 3,000

MAKING COMMUNITY HAPPEN (MCH)

46 SUMMER ST
ROCKLAND,ME04841
    FOOD PANTRY/FOOD BANK 2,000

MANCHESTER COMMUNITY MUSIC SCHOOL

2291 ELM STREET
MANCHESTER,NH03104
    CAMPERSHIP 3,000

MARTHA'S VINEYARD CEREBRAL PALSY CAMP-CAMP JABBERWOCKY

PO BOX 1357
VINEYARD HAVEN,MA02568
    CAMPERSHIP 3,000

MARTIN LUTHER KING JR FAMILY SERVICES

106 WILBRAHAM ROAD
SPRINGFIELD,MA01109
    CAMPERSHIP 3,000

MASS ADOPTION RESOURCE EXCHANGE

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

MEN OF HONOR YOUTH MENTORSHIP PROGRAM INC

28 DALTON PLACE 2ND FLOOR
SPRINGFIELD,MA01109
    HEALTH & WELFARE 3,000

MERCY MEALS & MORE

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

MERIDEN COMMUNITY CAMP

C/O MERIDEN CONGREGATIONAL CHURCH
PO BOX 187
MERIDEN,NH03770
    CAMPERSHIP 2,000

MERRIMACK VALLEY HOUSING PARTNERSHIP

PO BOX 1042
LOWELL,MA01853
    HEALTH & WELFARE 2,500

MERROHAWKE NATURE SCHOOL INC

55 TOWNE ROAD
BOXFORD,MA01921
    CAMPERSHIP 3,000

MICHAEL J DIAS FOUNDATION

398 EAST STREET
LUDLOW,MA01056
    HOMELESS SHELTER 3,000

MIDCOAST RECOVERY COALITION

PO BOX 1002
CAMDEN,ME04843
    HEALTH & WELFARE 5,000

MIDDLESEX COUNTY FOUNDATION INC-4-H CAMP

1301 ERIKSON ROAD
ASHBY,MA01431
    CAMPERSHIP 3,000

MID-STATE HEALTH CARE CENTER

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

MILFORD YOUTH CENTER

24 PEARL STREET
MILFORD,MA01757
    CAMPERSHIP 2,000

MISSION OF DEEDS INC

6 CHAPIN AVENUE
READING,MA01867
    HOMELESS SHELTER 5,000

MONADNOCK AREA TRANSITIONAL SHELTER

PO BOX 3053
PETERBOROUGH,NH03458
    CAMPERSHIP 3,000

MONADNOCK ARTS-IN-EDUCATION - NH DANCE INSTITUTE

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

MOSESIAN CENTER FOR THE ARTS

321 ARSENAL STREET
WATERTOWN,MA02472
    CAMPERSHIP 3,000

MY FRIEND'S PLACE

368 WASHINGTON STREET
DOVER,NH03820
    HOMELESS SHELTER 5,000

NASHUA CENTER

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

NASHUA COMMUNITY MUSIC SCHOOL

2 LOCK STREET
NASHUA,NH03064
    CAMPERSHIP 3,000

NEIGHBORHOOD FALMOUTH

PO BOX 435
FALMOUTH,MA02541
    HEALTH & WELFARE 5,000

NET OF COMPASSION CORP

674 MAIN STREET C1
WORCESTER,MA01610
    FOOD PANTRY/FOOD BANK 5,000

NEW AMERICAN ASSOCIATION OF MASSACUSETTS

330 LYNNWAY SUITE 302
LYNN,MA01901
    HEALTH & WELFARE 3,000

NEW BEDFORD FESTIVAL THEATRE

PO BOX 4095
NEW BEDFORD,MA02740
    CAMPERSHIP 3,000

NEW ENGLAND YOUTH THEATRE

100 FLAT STREET
BRATTLEBORO,VT05301
    CAMPERSHIP 3,000

NEWTON ATHLETES UNLIMITED INC

PO BOX 66163
NEWTON,MA02466
    CAMPERSHIP 3,000

NORTH BRANCH NATURE CENTER

713 ELM STREET
MONTPELIER,VT05602
    CAMPERSHIP 3,000

NORTH STAR FAMILY SERVICES

758 MAIN STREET
LEONMINSTER,MA01453
    HOMELESS SHELTER 5,000

NORTHERN FOREST CANOE TRAIL

PO BOX 565
WAITSFIELD,VT05673
    CAMPERSHIP 1,000

NORTHWOODS STEWARDSHIP CENTER

PO BOX 220
EAST CHARLESTON,VT05833
    CAMPERSHIP 2,000

ODYSSEY TEEN CAMPS INC

923 SAW MILL ROAD 192
ARDSLEY,NY10502
    CAMPERSHIP 3,000

ON BELAY INC

PO BOX 391
NEWMARKET,NH03857
    CAMPERSHIP 3,000

ONE SHARED SPIRIT

615 FALMOUTH ROAD UPPER DEER
CROSSING BLDG D22
MASHPEE,MA02649
    HEALTH & WELFARE 3,000

OPEN TABLE

33 MAIN STREET
MAYNARD,MA01754
    FOOD PANTRY/FOOD BANK 3,000

OUR BRIGHT FUTURE INC

32 EVERETT STREET
SOUTHBRIDGE,MA01550
    CAMPERSHIP 3,000

OUR DAILY BREAD MANSFIELD FOOD PANTRY

15A WEST STREET
MANSFIELD,MA02048
    FOOD PANTRY/FOOD BANK 3,000

OVERLOOK FARM AWARENESS RESOURCE OF MA

216 WACHUSETT STREET
RUTLAND,ME01543
    FOOD PANTRY/FOOD BANK 3,000

PARTNERS IN ADVENTURE

PO BOX 8910
ESSEX,VT05451
    CAMPERSHIP 2,500

PAUSE A WHILE INC

PO BOX 1973
BREWSTER,MA02631
    HEALTH & WELFARE 5,000

PAWSITIVELY 4 PINK

453A LAKE STREET
WORCESTER,MA01604
    HEALTH & WELFARE 5,000

PENIKESE ISLAND SCHOOL INC

PO BOX 161
WOODS HOLE,MA02543
    CAMPERSHIP 3,000

PHILLIPS BROOKS HOUSE ASSOCIATION

ONE NORTH HARVARD YARD
CAMBRIDGE,MA02138
    CAMPERSHIP 3,000

PHOENIX NO LIMITS KARATE INC

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

PILGRIM LODGE - MAINE CONFERENCE UNLIMITED

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

PLEASANT BAY COMMUNITY BOATING

2287 MA ROUTE 28
HARWICH,MA02645
    CAMPERSHIP 3,000

PORTLAND SCHOOL OF BALLET

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

PRESENTATION SCHOOL FOUNDATION INC

640 WASHINGTON STREET
BRIGHTON,MA02135
    FOOD PANTRY/FOOD BANK 5,000

PREVENT CHILD ABUSE VERMONT

1 BLANCHARD COURT SUITE 201
MONTPELIER,VT05602
    HEALTH & WELFARE 5,000

PROJECT JUST BECAUSE

77 SOUTH STREET
HOPKINTON,MA01748
    FOOD PANTRY/FOOD BANK 5,000

PROJECT KOMPASS INC

83 MIDDLESEX STREET
NORTH CHELMSFORD,MA01863
    HOMELESS SHELTER 5,000

PROJECT SHAKESPEARE

51 HARKNESS ROAD
JAFFREY,NH03452
    CAMPERSHIP 2,000

PROSPECT HILL COMMUNITY FOUNDATION

PO BOX 550211
WALTHAM,MA02154
    HEALTH & WELFARE 3,000

RESPOND INC

PO BOX 555
SOMERVILLE,MA02143
    HOMELESS SHELTER 5,000

RESTORATION ACRE FARM

91 CORLISS HILL ROAD
MEREDITH,NH03253
    FOOD PANTRY/FOOD BANK 5,000

RIA INC READY - INSPIRE - ACT

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

RISE ABOVE FOUNDATION

PO BOX 174
NORTHBRIDGE,MA01534
    HEALTH & WELFARE 3,000

RISE AGAIN OUTREACH

34 STANIELS ROAD SUITE 5
LOUDON,NH03307
    HOMELESS SHELTER 5,000

ROBBIE FOUNDATION

PO BOX 1534
SCARBOROUGH,ME04070
    HEALTH & WELFARE 5,000

ROOTS NS INC

35 CONGRESS STREET SUITE 2350
SALEM,MA01970
    HEALTH & WELFARE 5,000

ROOTS RISING

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

ROXBURY STONE HOUSE

1 WESTMINSTER AVENUE
ROXBURY,MA02119
    HOMELESS SHELTER 5,000

SAFE PASSAGE INC

76 CARLON AVENUE
NORTHAMPTON,MA01060
    HEALTH & WELFARE 3,000

SAFE VOICES

PO BOX 713
AUBURN,ME04212
    HEALTH & WELFARE 5,000

SAIL MAINE INC

PO BOX 574
PORTLAND,ME04112
    CAMPERSHIP 3,000

SALVATION FARMS INC

PO BOX 1174 49 PORTLAND STREET
MORRISVILLE,VT05661
    FOOD PANTRY/FOOD BANK 5,000

SCHOODIC ARTS FOR ALL

PO BOX 174
WINTER HARBOR,ME04693
    CAMPERSHIP 3,000

SCHOOL ON WHEELS OF MASSACHUSETTS

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

SEACOAST SOUL MODELS

PO BOX 631
KITTERY,ME03904
    HEALTH & WELFARE 2,500

SEEDS OF HOPE NEIGHBORHOOD CENTER

35 SOUTH STREET
BIDDEFORD,ME04005
    FOOD PANTRY/FOOD BANK 5,000

SENIOR CONNECTION

330 SOUTHWEST CUTOFF SUITE 203
WORCESTER,MA01604
    DENTAL 5,000

SHARING KINDNESS INC

PO BOX 111
SOUTH HARWICH,MA02661
    HEALTH & WELFARE 3,000

SHELTER FROM THE STORM

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

SHINING LIGHT MINISTRIES

264 ELM STREET
FITCHBURG,MA01420
    HEALTH & WELFARE 3,500

SOJOURNS COMMUNITY CLINIC

4923 US ROUTE 5
WESTMINSTER,VT05158
    HEALTH & WELFARE 3,200

SOMALI PARENTS ADVOCACY CENTER FOR EDUCATION

1127 HARRISON AVENUE SUITE 1
ROXBURY,MA02119
    HEALTH & WELFARE 5,000

SONSHINE SOUP KITCHEN

9 CRYSTAL AVENUE
DERRY,NH03038
    FOOD PANTRY/FOOD BANK 5,000

SOUTH SHORE CHILDREN'S CHORUS CORP

444 WASHINGTON STREET
QUINCY,MA02169
    CAMPERSHIP 2,000

SOUTH SHORE COMMUNITY ACTION COUNCIL

71 OBREY STREET
PLYMOUTH,MA02360
    FOOD PANTRY/FOOD BANK 5,000

SOUTHEASTERN MASSACHUSETTS ARTS COLLABORATIVE - SMARTS

PO BOX 356
ATTLEBORO,MA02703
    CAMPERSHIP 2,000

SOUTHERN HARBOR ELDERCARE SERVICES

12 PULPIT HARBOR ROAD
NORTH HAVEN,ME04853
    HEALTH & WELFARE 5,000

SOUTHERN VERMONT NATURAL HISTORY MUSEUM

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

SPARK COMMUNITY CENTER INC

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

SPONSOR INC DBA MISSION EARTH - JOYWEAVERS INC

55 SAWYER DRIVE
DEDHAM,MA02026
    CAMPERSHIP 3,000

SPORTSMEN'S TENNIS CLUB

999 BLUE HILL AVENUE
DORCHESTER,MA02124
    CAMPERSHIP 2,000

SPRINGFIELD AREA PARENT CHILD CENTER

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

SPRINGFIELD FAMILY CENTER

PO BOX 20
NORTH SPRINGFIELD,VT05150
    FOOD PANTRY/FOOD BANK 5,000

SPRINGFIELD SUPPORTED HOUSING PROJECT

56 MAIN STREET SUITE 209B
SPRINGFIELD,VT05156
    HOMELESS SHELTER 3,000

SQUAM LAKE NATURAL SCIENCE CENTER

PO BOX 173
HOLDERNESS,NH03245
    CAMPERSHIP 1,000

ST BRIFID'S KITCHEN & PANTRY

47 WALNUT STREET
BRATTLEBORO,VT05301
    FOOD PANTRY/FOOD BANK 5,000

STARKSBORO COOPERATIVE PRESCHOOL

2875 VT ROUTE 116 PO BOX 36
STARKSBORO,VT05487
    CAMPERSHIP 2,500

STEPS TO SUCCESS INC

PO BOX 470421
BROOKLINE,MA02447
    CAMPERSHIP 3,000

STONE SOUP CAFE

399 MAIN STREET
GREENFIELD,MA01301
    FOOD PANTRY/FOOD BANK 5,000

SUPPORTIVE LIVING INC

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

TAPPLY-THOMPSON COMMUNITY CENTER

30 NORTH MAIN STREET
BRISTOL,NH03222
    CAMPERSHIP 3,000

TAPROOT FARM & ENVIRONMENTAL EDUCATION CENTER

101 MAIN STREET
LANCASTER,NH03584
    CAMPERSHIP 2,500

TEAR CAP WORKSHOP

22 HAMPSHIRE STREET
HIRAM,ME04041
    HEALTH & WELFARE 5,000

TEDFORD HOUSING

PO BOX 958
BRUNSWICK,ME04011
    HOMELESS SHELTER 3,000

THE ADDICTION REFERRAL CENTER

33 MAIN STREET
MARLBOROUGH,MA01752
    HEALTH & WELFARE 2,500

THE BARTON CENTER FOR DIABETES EDUCATION

30 ENNIS ROAD
NORTH OXFORD,MA01537
    CAMPERSHIP 3,000

THE BRADFORD TEEN CENTER

PO BOX 247
BRADFORD,VT05033
    CAMPERSHIP 3,000

THE CENTER FOR GRIEVING CHILDREN

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

THE CHESHIRE PROJECT

ZENO MOUNTAIN FARM 950 ZENO ROAD
LINCOLN,VT05443
    CAMPERSHIP 3,000

THE COMMUNITY KITCHEN INC

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

THE CURRENT

PO BOX 411
STOWE,VT05672
    CAMPERSHIP 3,000

THE EDUCATIONAL FARM AT JOPPA HILL INC

174 JOPPA HILL ROAD
BEDFORD,NH03110
    CAMPERSHIP 2,000

THE FOOD CUPBOARD OF JAYLIVERMORE & LIVERMORE FALLS

PO BOX 314
LIVERMORE FALLS,ME04254
    FOOD PANTRY/FOOD BANK 3,000

THE FRIENDLY KITCHEN

2 SOUTH COMMERCIAL STREET
CONCORD,NH03301
    FOOD PANTRY/FOOD BANK 5,000

THE GIBSON CENTER

14 GROVE STREET
NORTH CONWAY,NH03860
    FOOD PANTRY/FOOD BANK 5,000

THE GRAPEVINE FAMILY AND COMMUNITY RESOURCE CENTER

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

THE HATCH DBA HATCHSPACE

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

THE HAVEN PROJECT INC

57 MUNROE STREET
LYNN,MA01901
    HOMELESS SHELTER 5,000

THE KNOX CLINIC

22 WHITE STREET
ROCKLAND,ME04841
    DENTAL 5,000

THE LOCKER PROJECT

PO BOX 3134
PORTLAND,ME04104
    FOOD PANTRY/FOOD BANK 5,000

THE MAJESTIC THEATRE

880 PAGE STREET
MANCHESTER,NH03109
    CAMPERSHIP 1,700

THE MENTOR CONNECTOR

110 MERCHANTS ROW SUITE 210
RUTLAND,VT05701
    HEALTH & WELFARE 3,000

THE NATURE MUSEUM AT GRAFTON

PO BOX 38
GRAFTON,VT05246
    CAMPERSHIP 3,000

THE NORTH END FOOD PANTRY

PO BOX 3318
BURLINGTON,VT05408
    FOOD PANTRY/FOOD BANK 3,000

THE O'CONNELL HOUSE

PO BOX 9568
LOWELL,MA01852
    HOMELESS SHELTER 5,000

THE PITTSFIELD YOUTH WORKSHOPINC

5 PARK STREET
PITTSFIELD,NH03263
    CAMPERSHIP 3,000

THE PUTNEY FOODSHELF

10 CHRISTIAN SQUARE
PUTNEY,VT05346
    FOOD PANTRY/FOOD BANK 3,000

THE SALVATION ARMY

1 MONTGOMERY AVENUE
NASHUA,NH03060
    CAMPERSHIP 3,000

THE STRATTON MOUNTAIN & VALLEY COMMUNITY BENEFIT FOUNDATION

2D VILLAGE SQUARE PO BOX 523
STRATTON MOUNTAIN,VT05155
    DENTAL 5,000

THE SUMMER CAMP

8 CHURCH STREET
BRIDGTON,ME04009
    CAMPERSHIP 3,000

THE TELLING ROOM

225 COMMERCIAL STREET SUITE 201
PORTLAND,ME04101
    CAMPERSHIP 3,000

THE WELCOME PROJECT

530 MYSTIC AVENUE 111
SOMERVILLE,MA02145
    HEALTH & WELFARE 5,000

THEATRE ADVENTURE INC

29 SOUTH STREET
WEST BRATTLEBORO,VT05301
    CAMPERSHIP 2,500

THOMAS CHEW MEMORIAL BOYS & GIRLS CLUB

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

TILTON-NORTHFIELD RECREATION COUNCIL

PO BOX 262
TILTON,NH03276
    HEALTH & WELFARE 3,000

TURNING POINT RECOVERY CENTER OF BENNINGTON COUNTY

PO BOX 454
BENNINGTON,VT05201
    HEALTH & WELFARE 5,000

TURNING POINT RECOVERY CENTER OF SPRINGFIELD

7 MORGAN STREET
SPRINGFIELD,VT05156
    HEALTH & WELFARE 3,000

TURTLE ISLAND CHILDREN'S CENTER

659 ELM STREET
MONTPELIER,VT05602
    CAMPERSHIP 3,000

UNITED MIDCOAST CHARITIES

87 ELM STREET SUITE 205
CAMDEN,ME04843
    HEALTH & WELFARE 5,000

UNITED NATIONS ASSOCIATION OF GREATER BOSTON

200 PORTLAND STREET
BOSTON,MA02114
    CAMPERSHIP 3,000

UNITED WAY OF THE TRI-VALLEY AREA

20 CHURCH STREET
EAST WILTON,ME04234
    HEALTH & WELFARE 3,000

UP WITH BOOKS INC

2 SHAKER ROAD SUITE B007
SHIRLEY,MA01464
    HEALTH & WELFARE 1,500

UPBEAT NEW HAMPSHIRE

20 BROAD STREET
NASHUA,NH03064
    CAMPERSHIP 2,500

UPPER VALLEY CONNECTICUT HOSPITAL

181 CORLISS LANE
COLEBROOK,NH03576
    FOOD PANTRY/FOOD BANK 4,000

UPPER VALLEY HABITANT FOR HUMANITY

PO BOX 1038
WHITE RIVER JUNCTION,VT05001
    HEALTH & WELFARE 1,470

UPPER VALLEY YOUTH HOSTEL DBA MAYNARD HOUSE

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

URBANITY DANCE

725 HARRISON AVENUE SUITE 100
BOSTON,MA02118
    CAMPERSHIP 3,000

VANDERBURGH SOBER LIVING

1 NORTH MAIN STREET
WEBSTER,MA01570
    HEALTH & WELFARE 3,000

VERMONT WILDERNESS SCHOOL

PO BOX 2585
BRATTLEBORO,VT05303
    CAMPERSHIP 3,000

VERMONT WORKS FOR WOMEN

32A MALLETS BAY AVENUE
WINOOSKI,VT05404
    HEALTH & WELFARE 4,685

VET 2 VET MAINE

PO BOX 1205
BIDDEFORD,ME04005
    HEALTH & WELFARE 2,500

VIRGINIA THURSTON HEALING GARDEN

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

WALDO THEATRE

PO BOX 587
WALDOBORO,ME04572
    HEALTH & WELFARE 2,000

WALES COMMUNITY PANTRY

PO BOX 185
WALES,MA01081
    FOOD PANTRY/FOOD BANK 5,000

WEBSTER HOUSE

135 WEBSTER STREET
MACHESTER,NH03104
    HEALTH & WELFARE 7,500

WELLSPRING HOUSE INC

302 ESSEX AVENUE
GLOUCESTER,MA01930
    HEALTH & WELFARE 5,000

WEST END HOUSE GIRLS CAMP INC

105 ALLSTON STREET
ALLSTON,MA02134
    CAMPERSHIP 3,000

WESTERN MAINE PLAY MUSEUM

PO BOX 1161
WILTON,ME04294
    CAMPERSHIP 2,000

WESTERN MASSACHUSETTS COUNCIL INC BOYS SCOUTS OF AMERICA

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

WHITE MOUNTAIN SCIENCE

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

WHITE RIVER COUNCIL ON AGING - BUGBEE SENIOR CENTER

262 NORTH MAIN STREET
WHITE RIVER JUNCTION,VT05001
    FOOD PANTRY/FOOD BANK 5,000

WILDFLOWER INC HELPING KIDS REDISCOVER LIFE AFTER LOSS

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

WINDHAM COUNTY DENTAL CENTER

3 FAIRVIEW STREET
BRATTLEBORO,VT05310
    DENTAL 5,000

WINDSOR COUNTY MENTORS

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

WINNIPESAUKEE PLAYHOUSE

33 FOOTLIGHT CIRCLE
MEREDITH,NH03253
    CAMPERSHIP 3,000

WINSTON PROUTY CENTER

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

WISE

38 BANK STREET
LEBANON,NH03766
    HEALTH & WELFARE 5,000

WOMEN FOR HEALTHY RURAL LIVING

PO BOX 463
MILLBRIDGE,ME04658
    CAMPERSHIP 3,000

WOMEN'S MONEY MATTERS

6 LIBERTY SQUARE 2697
BOSTON,MA02109
    HEALTH & WELFARE 3,000

WOODSTOCK AREA COUNCIL ON AGING

99 SENIOR LN
WOODSTOCK,VT05091
    HEALTH & WELFARE 5,000

WORLD OCEAN SCHOOL

PO BOX 51091
BOSTON,MA02205
    CAMPERSHIP 3,000

YARDTIME ENTERTAINMENT INC

292 NEWBURY STREET 543
BOSTON,MA02115
    HEALTH & WELFARE 5,000

YMCA CAMP OF MAINE

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

YMCA CAPE COD

2245 IVANNOUGH ROAD
WEST BARNSTABLE,MA02668
    CAMPERSHIP 3,000

YMCA OF CENTRAL MAINE

130 EAST AVENUE
LEWISTON,ME04240
    CAMPERSHIP 3,000

YMCA OF GREATER SPRINGFIELD

PO BOX 15329
SPRINGFIELD,MA01115
    CAMPERSHIP 3,000

YMCA SANFORD-SPRINGVALE

1 EMILE LEVASSEUR AVENUE
SANFORD,ME04073
    CAMPERSHIP 3,000

YOGA IN ACTION

PO BOX 265
GREENLAND,NH03840
    HEALTH & WELFARE 3,272

YOUTH OPPORTUNITIES UNLIMITED INC

224 BROCK AVENUE
NEW BEDFORD,MA02744
    CAMPERSHIP 3,000

YWCA SOUTHEASTERN MASSACHUSETTS

20 SOUTH SIXTH STREET
NEW BEDFORD,MA02740
    HEALTH & WELFARE 5,000

ZEBRA CROSSINGS

PO BOX 411
DOVER,NH03821
    CAMPERSHIP 3,000
Total ................................. 3a 1,186,505
bApproved for future payment
Total ................................. 3b 0
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 51  
4 Dividends and interest from securities ....     14 23,682  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 14,113  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 303,047  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aWEST STREET ENERGY PARTNERS AND AIV-1
523000   01    
bNEW MOUNTAIN PARTNERS IV ACCESS LP 523000 16,374 01    
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 16,374 340,893 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
357,267
(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:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 22,996 7,665   15,331

TY 2025 InvestmentsOtherSchedule2
Name:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OTHER INVESTMENTS (PARTNERSHIPS) AT COST 209,224 209,224
PUBLIC EQUITY AT COST 26,786 26,786
COMMONFUNDS MULTI STRATEGIC EQUITY FUND AT COST 41,459,114 41,459,114

TY 2025 OtherAssetsSchedule
Name:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PREPAID INCOME TAXES 0 0 0


TY 2025 OtherExpensesSchedule
Name:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 14,286 0   14,286
TRUSTEE BOND FEE 15,235 15,235   0
MISCELLANEOUS 571 0   571


TY 2025 OtherIncomeSchedule2
Name:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
WEST STREET PARTNERS 14,113 14,113 14,113
NEW MOUNTAIN PARTNERS IV ACCESS LP 16,374   16,374


TY 2025 OtherIncreasesSchedule
Name:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Description Amount
NET UNREALIZED INVESTMENT GAINS & LOSSES 6,411,378


TY 2025 OtherLiabilitiesSchedule
Name:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Description Beginning of Year - Book Value End of Year - Book Value
PAYROLL TAX PAYABLE 504 0
OTHER ACCRUAL 1 0
ACCRUED FEDERAL INCOME TAXES 1,877 47,765


TY 2025 OtherProfessionalFeesSchedule
Name:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 2,832 2,832   0


TY 2025 TaxesSchedule
Name:
AGNES M LINDSAY TRUST
EIN:
02-6004971
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 57,190 0   0