2022-07-07T11:25:05-05:00 2021-12-31 FOUNDATION SOURCE ONE HOLLOW LN STE 212 LAKE SUCCESS NY 11042 990PF 2021-01-01 260814452 People's United Community Foundation of Eastern Massachusetts Inc % Foundation Source DANV 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 KEVIN T BOTTOMLEY PRESIDENT 8008391754 2022-06-14 true KEVIN T BOTTOMLEY 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X 16247572 X 62897 224 224 425286 425286 7708422 12297468 7150926 4234 55 8201063 7576491 0 50318 9907 40411 12579 2477 10102 97200 29469 29469 189566 12384 79982 854450 854450 1044016 12384 934432 7157047 7564107 96225 965079 965079 374465 1498859 1500592 6907799 12073825 13281122 491184 488957 500779 7869673 15026720 16247572 0 0 X 7869673 15026720 7869673 15026720 7869673 15026720 7869673 7157047 15026720 15026720 Publicly-traded Securities 12297468 5146542 7150926 7150926 7150926 105141 105141 105141 102633 0 2508 105141 X 0 false false false false false false false true true MA true false false false false true N/A Foundation Source 8008391754 501 SILVERSIDE ROAD SUITE 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Kevin T Bottomley Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Chair 1.0 0 0 0 Diane C Brinkley Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 John Doucette Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Bruce Figueroa Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Thomas Ford Foundation Source 501 Silverside Rd Wilmington DE 198091377 Clerk, Dir, Sec 1.0 0 0 0 Anna Maria Greener Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 0 0 0 Matt Hegarty Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Eleanor M Hersey Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 J Michael O'Brien Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Diane T Stringer Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Patrick Sullivan Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 14280509 1372544 0 15653053 0 15653053 234796 15418257 770913 770913 105141 105141 665772 665772 665772 934432 0 0 0 0 934432 665772 2019 2018 2017 23584 149997 219949 383326 776856 934432 665772 268660 1045516 0 23584 1021932 149997 219949 383326 268660 NONE R Skerry One Conant Street Danvers MA 01923 9787390211 GRANT APPLICATIONS TO R. SKERRY HTTPS://WWW.PEOPLES.COM/ABOUT-US/COMMUNITY/CHARITABLE-GIVING GRANT APPLICATIONS TO R. SKERRY HTTPS://WWW.PEOPLES.COM/ABOUT-US/COMMUNITY/CHARITABLE-GIVING GRANT APPLICATIONS TO R. SKERRY HTTPS://WWW.PEOPLES.COM/ABOUT-US/COMMUNITY/CHARITABLE-GIVING ACTION FOR BOSTON COMMUNITY DEVELOPMENT 178 TREMONT ST BOSTON MA 02111 N/A PC ABCD Youth Services 5000 ALLSTON BRIGHTON COMM DEV CORP 18R SHEPARD ST UNIT 100 BRIGHTON MA 02135 N/A PC Homeownership & Counseling programs 5000 ANNA JAQUES COMMUNITY HEALTH FOUNDATION INC 25 HIGHLAND AVE NEWBURYPORT MA 01950 N/A SO I Stepping Forward: A campaign to expand surgical services 10000 ASIAN COMMUNITY DEVELOPMENT CORP 38 OAK ST BOSTON MA 02111 N/A PC Building Blocks program 5000 BEVERLY BOOTSTRAPS COMMUNITY SERVICES INC 35 PARK ST BEVERLY MA 01915 N/A PC General Operating Fund 10000 BEVERLY CHILDRENS LEARNING CENTERS INC 550 CABOT ST BEVERLY MA 01915 N/A PC to upgrade furniture for Preschool Classroom 6000 BEVERLY HISTORICAL SOCIETY INC 117 CABOT ST BEVERLY MA 01915 N/A PC Cabot House HVAC and Energy Efficiency Upgrade Fund 15000 BEVERLY ROTARY CLUB FOUNDATION INC PO BOX 201 BEVERLY MA 01915 N/A PC Jack Good Scholarship Fund 5000 BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC 780 ALBANY ST BOSTON MA 02118 N/A PC Food Program: Healthy meals for homeless patients 20000 BOSTON PARTNERS IN EDUCATION INC 192 SOUTH ST STE 600 BOSTON MA 02111 N/A PC Aim High STEM, 2020-2021 Program 5000 BOSTON SENIOR HOME CARE INC 89 S ST STE 501 BOSTON MA 02111 N/A PC Vital Services to Residents of Supportive housing during Covid-19 7500 BOSTON TRINITY ACADEMY INC 17 HALE ST HYDE PARK MA 02136 N/A PC Boston Trinity Academy Scholarship Fund 5000 BOYS AND GIRLS CLUB OF GREATER SALEM INC PO BOX 24 SALEM MA 01970 N/A PC For Transportation Costs 2021-2022 10000 BOYS AND GIRLS CLUBS OF BOSTON INC 200 HIGH ST LBBY 3 BOSTON MA 02110 N/A PC Academic & Life Success Program 10000 BREAKTIME CAFE INC 170 PORTLAND ST BOSTON MA 02114 N/A PC BREAKTIME FLAGSHIP DOUBLE IMPACT INITIATIVE 5000 BUILDING A BETTER BEVERLY INC 191 CABOT ST BEVERLY MA 01915 N/A PC Summer Literacy Program 20000 BUSINESSES UNITED IN INVESTING LENDING AND DEVELOP 745 ATLANTIC AVE 8TH FL BOSTON MA 02111 N/A PC BUILD Boston's Youth Entrepreneurship Program 8500 CARE DIMENSIONS INC 75 SYLVAN ST B-102 DANVERS MA 01923 N/A PC Building the Future Standard of Compassionate Care program 25000 CARE DIMENSIONS INC 75 SYLVAN ST B-102 DANVERS MA 01923 N/A PC General & Unrestricted 7500 CARITAS COMMUNITIES INC 25 BRAINTREE HILL OFC PARK SUITE BRAINTREE MA 02184 N/A PC General Operating Expenses for organizational recovery due to covid 10000 CHILDRENS CENTER FOR COMMUNICATION INC 6 ECHO AVE BEVERLY MA 01915 N/A PC Protecting students and faculty from COVID-19 fund 10000 CHILDRENS SERVICES OF ROXBURY INC 520 DUDLEY ST ROXBURY MA 02119 N/A PC Youth & Police in Partnership (YPP) 5000 CITIZENS INN INC 81 MAIN ST PEABODY MA 01960 N/A PC Haven from Hunger Food Pantry and Community meals program 12000 CITY MISSION INC 185 COLUMBIA RD DORCHESTER MA 02121 N/A PC Homelessness Prevention Program, A lift up 5000 CITYSPROUTS INC 1035 CAMBRIDGE ST CAMBRIDGE MA 02141 N/A PC Young Leaders Program - Boston 2500 COMMUNITY GIVING TREE INC 572B MAIN ST BOXFORD MA 01921 N/A PC Lawrence Giving Center 5000 COMMUNITY YOUNG MENS CHRISTIAN ASSOC OF DANVERS MA 34 PICKERING ST DANVERS MA 01923 N/A PC Health and Wellness Center 12500 DETECTOGETHER INC 53A OTIS ST WESTBOROUGH MA 01581 N/A PC General & Unrestricted 2500 ECONOMIC MOBILITY PATHWAYS INC 308 CONGRESS ST 5TH FL BOSTON MA 02110 N/A PC Abbot House 6000 ENGLISH AT LARGE INC 800 W CUMMINGS PARK STE 5550 WOBURN MA 01801 N/A PC Individual and Small Group English Language program 2500 ENGLISH FOR NEW BOSTONIANS INC 105 CHAUNCY ST 4TH FLOOR BOSTON MA 02111 N/A PC English for New Bostonians Economic Recovery program 6000 EPIPHANY SCHOOL INC 154 CENTRE ST DORCHESTER MA 02124 N/A PC Epiphany School's Graduate Support Fund 5000 ESSEX COUNTY COMMUNITY FOUNDATION INCORPORATED 175 ANDOVER ST STE 101 DANVERS MA 01923 N/A PC Advancing Digital Equity: A systems philanthropy approach to address the digital divide in Essex County 25000 ESSEX COUNTY COMMUNITY FOUNDATION INCORPORATED 175 ANDOVER ST STE 101 DANVERS MA 01923 N/A PC General & Unrestricted 2500 FAMILYAID BOSTON INC 3815 WASHINGTON ST BOSTON MA 02130 N/A PC Preventing the Trauma of Family Homelessness 6000 FENWAY COMMUNITY DEVELOPMENT CORP 70 BURBANK ST BOSTON MA 02115 N/A PC Community Impact Program 10000 FENWAY COMMUNITY HEALTH CENTER INC 1340 BOYLSTON ST BOSTON MA 02215 N/A PC medical and behavioral healthcare for undeserved youth 5000 FOOD PROJECT INC 10 LEWIS ST LINCOLN MA 01773 N/A PC Growing Young Leaders for a Changing World 5000 FOR KIDS ONLY AFTERSCHOOL INCORPORATED 194 ESSEX ST SALEM MA 01970 N/A PC Peabody Summer Learning Program Scholarship Fund 5000 FOUND IN TRANSLATION INC 1532B DORCHESTER AVE DORCHESTER MA 02122 N/A PC Language Access Fellowship Medical Interpreter Certificate and Job Placement Program 3500 FRIENDS OF NORTHSHORE EDUCATION CONSORTIUM INC 112 SOHIER RD BEVERLY MA 01915 N/A SO I NEC's Campaign for Classroom Technology 10000 GENEROUS GARDENERS NON PROFIT PO BOX 1532 GLOUCESTER MA 01931 N/A PC General & Unrestricted 2500 GIRLS INCORPORATED OF LYNN 50 HIGH ST LYNN MA 01902 N/A PC General & Unrestricted 5000 HABITAT FOR HUMANITY INTERNATIONAL INC 240 COMMERCIAL ST BOSTON MA 02109 N/A PC Malden Development Project (Phase II) 5000 HAVEN PROJECT INC 57 MUNROE ST LYNN MA 01901 N/A PC Homeless Young Adult Client Services 3500 HEALING ABUSE WORKING FOR CHANGE INC 27 CONGRESS ST SALEM MA 01970 N/A PC HAWC Support Groups 5000 HEALTH CARE WITHOUT WALLS INC 148 LINDEN ST STE 208 WELLESLEY MA 02482 N/A PC Bridges to Moms 5000 HOUSING FAMILIES INC 919 EASTERN AVE MALDEN MA 02148 N/A PC GREAT Youth and Families Program (GFYP) 5000 HYDE SQUARE TASK FORCE INC PO BOX 1871 JAMAICA PLAIN MA 02130 N/A PC Jvenes en Accin/Youth in Action (JEA) 5000 IMMIGRANT LEARNING CENTER INC 442 MAIN ST MALDEN MA 02148 N/A PC The ILC's Family Literacy Program (FLP) 3000 IRISH PASTORAL CENTER 512 GALLIVAN BLVD STE 201 DORCHESTER MA 02124 N/A PC General & Unrestricted 5000 JAMAICA PLAIN NEIGHBORHOOD DEVELOPMENT CORPORATION 31 GERMANIA ST JAMAICA PLAIN MA 02130 N/A PC Small Business Service Fund 5000 JANE DOE INC A MASSACHUSETTS COALITION AGAINST SEX 745 ATLANTIC AVE BOSTON MA 02111 N/A PC General & Unrestricted 5000 JUSTICE FOR HOUSING INC 41 ROUND HILL ST JAMAICA PLAIN MA 02130 N/A PC Stable Housing and Reintegration Pilot Program 2500 LAZARUS HOUSE INCORPORATED PO BOX 408 LAWRENCE MA 01842 N/A PC Opening doors out of poverty through Shelter and Transitional Housing fund 7500 LEAP FOR EDUCATION INC 35 CONGRESS ST STE 102 SALEM MA 01970 N/A PC Teen Center Tech Upgrade Project 4000 MASSACHUSETTS COALITION FOR THE HOMELESS INC 69-73 BUFFUM ST LYNN MA 01902 N/A PC A Bed for Every Child 10000 MERRIMACK COLLEGE 315 TPKE STREET NORTH ANDOVER MA 01845 N/A PC To establish the Pioneer Scholarship Fund 10000 MERRIMACK COLLEGE 315 TPKE STREET NORTH ANDOVER MA 01845 N/A PC Academic basketball awareness camp program 2500 MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH GRAND CENTRAL STA PO BOX 4777 NEW YORK NY 10163 N/A PC General & Unrestricted 2500 MINDS MATTER PO BOX 51066 BOSTON MA 02205 N/A PC Program Expansion 2500 MISSION OF DEEDS INC 6 CHAPIN AVE READING MA 01867 N/A PC Beds Program 7500 MONTSERRAT COLLEGE OF ART INC 23 ESSEX ST BEVERLY MA 01915 N/A PC Campus Wireless Access Point Upgrade fund 25000 MORGAN MEMORIAL GOODWILL INDUSTRIES INC 1010 HARRISON AVE BOSTON MA 02119 N/A PC Goodwill . . . LOTS More to Accomplish! Capital CAMPAIGN 25000 MORGAN MEMORIAL GOODWILL INDUSTRIES INC 1010 HARRISON AVE BOSTON MA 02119 N/A PC General & Unrestricted 5000 MYSTIC VALLEY ELDER SERVICES INC 300 COMMERCIAL ST STE 19 MALDEN MA 02148 N/A PC MVES Money Management Program 5000 NATIONAL BRAILLE PRESS INC 88 SAINT STEPHEN ST BOSTON MA 02115 N/A PC ReadBooks! Because Braille Matters 10000 NEW ENGLAND CENTER FOR ARTS & TECHNOLOGY INC 23 BRADSTON ST BOSTON MA 02118 N/A PC CULINARY ARTS JOB TRAINING PROGRAM 3500 NEW ENGLAND HOMES FOR THE DEAF INC 154 WATER ST DANVERS MA 01923 N/A PC On-site Fitness Center Fund 6000 NORTHEAST ANIMAL SHELTER INC 347 HIGHLAND AVE SALEM MA 01970 N/A PC General & Unrestricted 2500 NORTHEAST HOSPITAL CORPORATION 85 HERRICK ST BEVERLY MA 01915 N/A PC Connecting Young Moms Comprehensive Support Services program 10000 NORTHEAST HOSPITAL CORPORATION 85 HERRICK ST BEVERLY MA 01915 N/A PC General & Unrestricted 5000 NUPATH INC 147 NEW BOSTON ST WOBURN MA 01801 N/A PC General & Unrestricted 5000 OUR NEIGHBORS TABLE PO BOX 592 AMESBURY MA 01913 N/A PC Building Universal Food Access in Greater Newburyport 5000 PATHWAYS FOR CHILDREN INC 29 EMERSON AVE GLOUCESTER MA 01930 N/A PC Family Enrichment Program 5000 PEER HEALTH EXCHANGE INC 100 WEBSTER ST STE 300 OAKLAND CA 94607 N/A PC PHE Boston Youth Health Education and Virtual Health Resources 7500 PINE STREET INN INC 444 HARRISON AVE BOSTON MA 02118 N/A PC A Welcome Entry for All: Renovating the women's inn entry 10000 PLUMMER YOUTH PROMISE INC 37 WINTER ISLAND RD SALEM MA 01970 N/A PC Permanency: connecting foster children & teens to permanent families 7500 PROFESSIONAL CENTER FOR HANDICAPPED CHILDREN INC 32 OSGOOD ST ANDOVER MA 01810 N/A PC Early childhood education 3000 PROJECT HOME AGAIN PO BOX 1236 ANDOVER MA 01810 N/A PC A Good Night's Sleep 5000 RAR-MA INC 3 SCHOOL ST NO 3 BOSTON MA 02108 N/A PC Raising A Reader Massachusetts (RAR-MA) - Metro Boston 3500 RAW ART WORKS INC 37 CENTRAL SQ LYNN MA 01901 N/A PC Talent and Purpose 3500 RESCUING LEFTOVER CUISINE 25 BROADWAY 12TH FL NEW YORK NY 10004 N/A PC General and Unrestricted 5000 ROOT NS INC 35 CONGRESS ST STE 2350 SALEM MA 01970 N/A PC Youth Job Training Program 7500 SALEM MISSION INC PO BOX 810 SALEM MA 01970 N/A PC Lifebridge North Shore Community Meals Program 10000 SENIORCARE INC 49 BLACKBURN CENTER GLOUCESTER MA 01930 N/A PC SIDE SALAD/Upgraded fruit supplement TO NUTRITION PROGRAM 4500 SILVER LINING MENTORING INC 727 ATLANTIC AVE 3RD FL BOSTON MA 02111 N/A PC Mentoring for Youth in Boston Foster Care Program 5000 ST JOHN'S PREPARATORY SCHOOL 72 SPRING ST DANVERS MA 01923 N/A PC Transformational Tuition Assistance for middle income families Scholarship fund 40000 SUMMER SEARCH BOSTON 3840 WASHINGTON ST STE 2 JAMAICA PLAIN MA 02130 N/A PC Summer Search Boston Chelsea and Malden High School Programming 10000 SUPPORTIVE LIVING INC 400 WEST CUMMINGS PARK STE 6100 WOBURN MA 01801 N/A PC Neuro-Wellness 2022 3500 TAILORED FOR SUCCESS PO BOX 527 MALDEN MA 02148 N/A PC Reimagine Your Career 5000 TEACH FOR AMERICA - BOSTON 60 CANAL ST 5TH FL BOSTON MA 02114 N/A PC Increase educational opportunities for low income students in Clesea by sponsoring high quality, diverse teachers & leaders 5000 THE COMMUNITY HOUSE INC 284 BAY RD SOUTH HAMILTON MA 01982 N/A PC The Kids Community STEM Enrichment Program 2500 THE FRIENDS OF THE DANVERS COUNCIL ON AGING INC 25 STONE ST DANVERS MA 01923 N/A PC General & Unrestricted 5000 THE HOME FOR LITTLE WANDERERS INC 10 GUEST ST STE 3 BOSTON MA 02135 N/A PC Permanency Initiative Community-based Services Expansion 15000 THE HOME FOR LITTLE WANDERERS INC 10 GUEST ST STE 3 BOSTON MA 02135 N/A PC General & Unrestricted 5000 THE MYSTIC VALLEY YOUNG MENS CHRISTIAN ASSOCIATION 99 DARTMOUTH ST MALDEN MA 02148 N/A PC Technology Upgrades for Program Impact 10000 THE NEIGHBORHOOD DEVELOPERS INC 4 GERRISH AVE CHELSEA MA 02150 N/A PC CONNECT's One-on-One Financial Coaching Program 6000 THE OPEN DOOR CAPE ANN FOOD PANTRY INC 28 EMERSON AVE GLOUCESTER MA 01930 N/A PC General & Unrestricted 2500 THE OPEN DOOR CAPE ANN FOOD PANTRY INC 28 EMERSON AVE GLOUCESTER MA 01930 N/A PC COVID Recovery fund for IPSWICH and surrounding towns 7500 THE SALEM PANTRY INC PO BOX 295 SALEM MA 01970 N/A PC General Operating fund 7500 THEATER OFFENSIVE INC PO BOX 171731 BOSTON MA 02117 N/A PC True Colors: OUT Youth Theater 3000 TOWN OF DANVERS 1 SYLVAN ST DANVERS MA 01923 N/A GOV Danvers High School Athletic Complex Project 25000 TRIANGLE INC 420 PEARL ST MALDEN MA 02148 N/A PC EPIC Service Warriors 10000 VICTORY PROGRAMS INC 965 MASSACHUSETTS AVE BOSTON MA 02118 N/A PC Family Financial Empowerment and Job Readiness Program 10000 VIETNAM VETERANS WORKSHOP INC 17 COURT ST BOSTON MA 02108 N/A PC Veterans Employment Services Program 4000 VNA CARE NETWORK INC 120 THOMAS ST WORCESTER MA 01608 N/A PC Low Income and vunerable north shore residents Support Programs 7500 WELLSPRING HOUSE INC 302 ESSEX AVE GLOUCESTER MA 01930 N/A PC The MediClerk Training Program 7500 WOMENS LUNCH PLACE INC PO BOX 170900 BOSTON MA 02117 N/A PC Healthy Meals 5000 WRITEBOSTON INC 2300 WASHINGTON ST FL 6 BOSTON MA 02119 N/A PC TEENS IN PRINT SUMMER JOURNALISM INSTITUTE: SUMMER enrichment and career exploration for low-income students in Boston High schools 5450 YMCA OF THE NORTH SHORE INC PO BOX 7073 BEVERLY MA 01915 N/A PC YMCA Financial Assistance Fund, Summer Learning Loss Prevention, and Annual Gala 25000 854450 14 224 14 425286 18 7708422 CLASS ACTION LAWSUIT PROCEEDS 01 55 Federal Tax Refund 01 4179 8138166 8138166 false false false false false false false false false false X X 1 People's United Financial Inc 850 Main Street Bridgeport CT 06604 62897 X 1 PAYROLL EXPENSE AND RELATED BENEFITS PAID ON BEHALF OF THE FOUNDATION 62897 2021-12-31 3M CO NOTE - 2.375% - 08/26/20 34811 35937 AT&T INC BOND - 3.400% - 05/15 24875 26421 BANK AMER CORP - 3.500% - 04/1 35525 37631 BLACKROCK INC - 1.900% - 01/28 24911 24636 BP CAP MKTS - 3.633% - 04/06/2 28575 27518 BRISTOL MYERS SQUIBB CO - 3.25 40766 43046 CITIGROUP INC - 4.412% - 03/31 29568 28553 COMCAST CORP NT - 3.150% - 02/ 30575 32208 EXXON MOBIL CORP NOTE - 3.482% 28003 27374 GOLDMAN SACHS GROUP INC - 3.50 25081 26353 JP MORGAN CHASE - 3.509% - 01/ 31407 32147 MORGAN STANLEY - 3.622% - 04/0 34027 32691 ORACLE CORP NOTE - 3.250% - 11 30268 31589 SHELL INTERNATIONAL - 2.375% - 39718 40950 WALT DISNEY CO - 3.150% - 09/1 25210 26577 WELLS FARGO CO - 4.100% - 06/0 25637 27148 ACCENTURE PLC 58303 84568 ADOBE SYSTEMS, INC 75402 81657 ALPHABET INC CL A 120921 144852 ALPHABET INC CL C 16885 31829 AMAZON COM 118276 123371 AMERIPRISE FINANCIAL INC 47364 56712 AON PLC CL A 56390 66123 APPLE INC 162090 229420 APPLIED MATERIALS INC 53701 52244 AVERY DENNISON CORP 61278 74933 BAILLIE GIFFORD INTERNATIONAL 493765 480569 BANK OF AMERICA CORP 52912 62820 BERKSHIRE HATHAWAY INC. CLASS 43172 52923 BEST BUY INC 38079 40742 BLACKROCK STRAT INC OPP PORTFO 85000 83394 BORG WARNER INC 40475 39121 CELANESE CORPORATION 59590 63527 COHEN & STEERS INSTITUTIONAL R 180933 222802 CONOCOPHILLIPS 57936 68571 COSTCO WHOLESALE CORPORATION 69934 99348 DANAHER CORP 43462 53629 DOLLAR GENERAL CORP 40314 46930 DOVER CORP 55292 69916 EDWARDS LIFESCIENCES 55300 72289 ELECTRONIC ARTS 43024 39834 ESTEE LAUDER COMPANIES INC 54589 68857 EXPEDITORS INTL WASH INC 44818 53313 FASTENAL COMPANY 46851 61690 HOME DEPOT INC 80941 117448 HONEYWELL INTL 55817 60468 IDEXX CORP 41227 45434 ILLINOIS TOOL WORKS 54338 67130 INGREDION INC 48205 50833 INTUIT 50108 58533 INVESCO OPPENHEIMER DEVELOPING 1136117 1072085 ISHARES RUSSELL 2000 555302 615963 ISHARES RUSSELL 2000 GROWTH IN 567473 606906 ISHARES S&P 500 GROWTH INDEX F 223234 298953 ISHARES S&P MIDCAP 400 BARRA V 754194 865627 JOHNSON & JOHNSON 39305 44478 JP MORGAN CHASE 73980 81709 KBW REGIONAL BANKING ETF 54568 55121 LAM RESEARCH CORP 36239 43149 LAMAR ADVERTISING CO CL A REIT 40372 49127 MARSH AND MCLENNAN COMPANIES I 34729 43629 MCKESSON CORP 49746 62640 META PLATFORMS INC 75276 84424 MFS VALUE I 989119 1117918 MICROSOFT CORP 155191 202801 MSCI INC 57431 68009 NASDAQ OMX GROUP 47806 59643 NEXTERA ENERGY, INC 66665 81783 NIKE INC-CL B 41377 52168 NVIDIA CORP 47061 77939 O'REILLY AUTOMOTIVE INC 55952 69211 ONEOK INC 37325 38547 PAYPAL HOLDINGS, INC 54485 42619 PIMCO HIGH-YIELD INSTL 316585 317032 PIMCO INVESTMENT GRADE CORP BD 1099999 1080040 PRINCIPAL MIDCAP FUND; R6 707394 822256 PROGRESSIVE CORP OHIO 38146 43524 QORVO INC 53812 52547 T. ROWE PRICE INTERNATIONAL DI 124260 118120 TEXAS INSTRUMENTS INC 63929 70488 THERMO FISHER SCIENTIFIC INC 76640 100086 TRANE TECHNOLOGIES PLC 51327 66468 UNION PACIFIC 50557 66006 UNITEDHEALTH GROUP INC 69456 97415 VANGUARD DEVELOPED MARKETS IDX 470392 529889 VANGUARD GNMA FUND ADMIRAL SHS 174230 174824 VANGUARD MORTGAGE-BACKED SECS 557156 550299 VISA INC 83528 83650 WELLS FARGO PREMIER LARGE CO G 232125 215828 WHIRLPOOL CORP 41312 46228 ZOETIS INC 63338 86143 1498859 1500592 Administrative Fees 29200 29200 State or Local Filing Fees 269 269 Class Action Lawsuit Proceeds 55 55 Federal Tax Refund 4179 The Foundation's tax preparer is located in Nassau County, NY, which, per IRS release NY-2021-01 announced on September 9, 2021, is included in the list of localities that constitute a covered disaster area for purposes of Treas. Reg. Sec. 301.7508A-1(d)(2) and are entitled to tax relief due to Hurricane Ida. Additional time was needed to calculate and transmit the tax payment. Therefore, Form 2220 indicates that the Q3 or Q4 estimated tax payment made on or before the extended deadline of February 15, 2022 was, in fact, made timely on the original due date of such payment. We respectfully request that no late payment penalties be assessed in connection with such payment(s) per Treas. Reg. Sec. 301.7508A-1(c)(1). 990-PF Estimated Tax for 2021 97200