2025-11-04T04:38:08-06:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 53 STATE STREET SUITE 1600 BOSTON MA 02109 990 2024-01-01 223195349 FIDELITY NON-PROFIT MANAGEMENT FOUNDATION FIDE 6176467418 7 WATER STREET BOSTON MA 02109 DANIEL ARDITO TREASURER 6176467418 2025-11-04 1 1 ERIN COUTURE P01390592 6177237900 2024 2025-03-06 01:10:19Z MAURA MARX 7 WATER STREET BOSTON MA 02109 1029506044 0 X N/A X 1992 DE SEE PART III LINE 1 5 3 0 0 0 0 22942424 22641202 0 0 256676196 236211087 0 0 279618620 258852289 96569000 135199000 0 0 5049156 5616000 0 0 0 1373859 934569 102992015 141749569 176626605 117102720 2449324409 2566528357 0 0 2449324409 2566528357 X MAKING GRANTS AND CONDUCTING SUPPORTING ACTIVITIES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM ONE OR MORE OF THE FUNCTIONS OF, OR TO CARRY OUT ONE OR MORE OF THE PURPOSES OF, SUPPORTED ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) (CONTINUED ON SCHEDULE O)AND 509(A)(1) OR (2) OF THE CODE THAT CONDUCT ACTIVITIES IN ARTS AND CULTURE, EDUCATION, OR MEDICAL RESEARCH AND HEALTHCARE, WITH EMPHASIS ON ENCOURAGING THE HIGHEST STANDARDS OF NON-PROFIT MANAGEMENT. 0 0 141195963 135199000 0 GRANT MAKING TO SUPPORT ARTS AND CULTURE, EDUCATION, MEDICAL RESEARCH AND HEALTHCARE, WITH EMPHASIS ON ENCOURAGING THE HIGHEST STANDARDS OF NON-PROFIT MANAGEMENT. 141195963 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 3 1 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X DANIEL M ARDITO 6036814291 11 KEEWAYDIN DRIVE SUITE 100 SALEM NH 03079 SUSAN HOCKFIELD DIRECTOR 2.50 0.00 X 25000 465373 0 JOHN PALFREY DIRECTOR 2.50 0.00 X 25000 20000 0 ROBERT A RADLOFF DIRECTOR & VP 2.50 0.00 X X 25000 0 0 EDWARD C JOHNSON IV DIRECTOR & CHAIRMAN 2.50 0.00 X X 0 0 0 ELIZABETH L JOHNSON DIRECTOR 2.50 0.00 X 0 0 0 CHRISTOPHER J MCKOWN SECRETARY 2.50 0.00 X 0 0 0 MAURA MARX PRESIDENT 21.00 0.00 X 558414 0 32333 KEVIN SAUNDERS ASST SECRETARY 17.00 0.00 X 165817 0 35381 DANIEL M ARDITO TREASURER 16.00 0.00 X 184924 0 33559 LYDIA BERGEN VP, OPERATIONS 21.00 0.00 X 231609 0 33383 CAROLINE NOLAN PROGRAM DIRECTOR, EDUCATION 32.00 0.00 X 257845 0 53997 LARA BETHKE PROGRAM DIRECTOR, MEDICAL SCIENCE 37.00 0.00 X 370042 0 2923 NATACHA PERROTTA VP, PROGRAMS 21.00 0.00 X 258063 0 10573 LISA BEVILAQUA PROGRAM DIRECTOR, ARTS & CULTURE 30.00 0.00 X 245710 0 44543 BARBARA SULLIVAN VP, INSIGHTS & IMPACT 22.00 0.00 X 244770 0 33958 2592194 485373 280650 17 0 1 0 0 22641202 22641202 63490983 63490983 943373859 770653755 172720104 172720104 172720104 258852289 0 0 236211087 135199000 135199000 1350420 1350420 2829267 2829267 464182 464182 262284 262284 709847 709847 57280 57280 41362 41362 233018 233018 23500 23500 142345 142345 147945 147945 16463 16463 DUES AND SUBSCRIPTIONS 130982 130982 RECRUITING 113047 113047 MISCELLANEOUS EXPENSES 27590 27590 STATE FILING FEES 1037 1037 141749569 141195963 553606 0 109339120 48076783 1735125 1411940 2204698508 2383487979 133551656 133551655 2449324409 2566528357 0 0 X 2449324409 2566528357 2449324409 2566528357 2449324409 2566528357 X 117102720 101228 X X 0 1 X 1 0 X X 3 MASSACHUSETTS INSTITUTE OF TECHNOLOGY 042103594 2 1 2000000 0 PRESIDENT AND FELLOWS OF HARVARD COLLEGE 042103580 2 1 1750000 0 MUSEUM OF FINE ARTS 042103607 7 1 0 0 3 3750000 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION A, LINE 1: THE SUPPORTED ORGANIZATIONS ARE DESIGNATED BY PURPOSE OR CLASS IN THE ORGANIZATION'S ARTICLES. THE MEMBERS WHICH ELECT A MAJORITY OF THE ORGANIZATION'S DIRECTORS AND CONTROL THE ORGANIZATION ARE ALL PUBLICLY SUPPORTED ORGANIZATIONS WHICH ARE SPECIFIED BY NAME IN THE ORGANIZATION'S BYLAWS AND APPOINTMENT DOCUMENTS AND WHICH FALL WITHIN THE CLASS OF SUPPORTED ORGANIZATIONS THAT THEY REPRESENT. SCHEDULE A, PART IV, SECTION A, LINE 9C: DISQUALIFIED PERSONS WITH RESPECT TO THE ORGANIZATION ARE ACTIVE INVESTORS IN THE PUBLIC SECURITIES MARKETS AND THERE MAY BE NUMEROUS INSTANCES WHERE THERE IS OVERLAP BETWEEN THE HOLDINGS IN THE STOCK PORTFOLIOS OF DISQUALIFIED PERSONS AND THE STOCK PORTFOLIO OF THE ORGANIZATION. NEVERTHELESS, THE ORGANIZATION IS CONFIDENT THAT ANY OVERLAP IS COINCIDENTAL AND NO DISQUALIFIED PERSON DERIVED ANY BENEFIT FROM THE ORGANIZATION'S INVESTMENT. THE ORGANIZATION ALSO OWNS APPROXIMATELY 1.7% OF THE STOCK OF FIL LTD. A NON-PUBLICLY TRADED ENTITY IN WHICH A DISQUALIFIED PERSON INDIRECTLY HOLDS A NON-CONTROLLING INTEREST. NO DISQUALIFIED PERSON DERIVES ANY BENEFIT AS A RESULT OF THE ORGANIZATION'S INVESTMENTS. UNDER THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, ANY INVESTMENT DECISION OF THE FOUNDATION TO MAKE AN INVESTMENT IN A SECURITY IN WHICH A DISQUALIFIED PERSON MAY HOLD AN INTEREST (OTHER THAN NON-MATERIAL HOLDINGS OF PUBLICLY AVAILABLE SECURITIES OR MUTUAL FUNDS) WOULD BE MADE EXCLUSIVELY BY THE INDEPENDENT TRUSTEES WHO REPRESENT THE CONTROLLING SUPPORTED ORGANIZATIONS. SCHEDULE A, PART IV, SECTION B, LINE 2: THE ORGANIZATION MADE GRANTS AMONG ITS SUPPORTED ORGANIZATIONS DESIGNATED BY CLASS. SEE DESCRIPTION FOR SECTION A, ITEM 1. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ERS 132836948 C FIL EQUITY 714707 C 133551655 X 312269722 53407502 53407502 258862220 -9931 -9931 258852289 175473634 33724065 33724065 141749569 0 141749569 PART X, LINE 2: A TAX QUALIFICATION DETERMINATION LETTER HAS BEEN RECEIVED FROM THE INTERNAL REVENUE SERVICE INDICATING THAT THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) AND AS A SUPPORTING ORGANIZATION DESCRIBED IN SECTION 509(A)(3) OF THE CODE. THE FOUNDATION RECOGNIZES A TAX BENEFIT OR CHARGE FROM AN UNCERTAIN POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WOULD BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2024, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION, DERECOGNITION, OR DISCLOSURE. PART XI, LINE 4B - OTHER ADJUSTMENTS: ACCRUAL TO CASH ADJUSTMENT -9,931. PART XII, LINE 2D - OTHER ADJUSTMENTS: ACCRUAL TO CASH ADJUSTMENT 33,724,065. 1 ALZHEIMERS DISEASE DATA INITIATIVE INC 4110 CARILLON POINT KIRKLAND WA 980337463 853776266 501(C)(3) 750000 0 R&D/INNOVATION/PILOTS AMERICAN ACADEMY OF ARTS AND SCIENCES NORTONS WOODS 136 IRVING STREET CAMBRIDGE MA 02138 042103651 501(C)(3) 600000 0 PROGRAM DEVELOPMENT/EVALUATION AMERICAN ANTIQUARIAN SOCIETY 185 SALISBURY STREET WORCESTER MA 01609 042103652 501(C)(3) 750000 0 PROPERTY CARE; BUILDINGS; CONSTRUCTION ASSABET VALLEY REGIONAL VOCATIONAL SCHOOL DISTRICT 215 FITCHBURG STREET MARLBOROUGH MA 01752 042444973 509(A)(1) 580000 0 SPECIALIZED EQUIPMENT ASSOCIATION FOR CAREER AND TECHNICAL EDUCATION INC 1410 KING STREET ALEXANDRIA VA 22314 520632865 501(C)(3) 200000 0 PROGRAM DEVELOPMENT/EVALUATION BABSON COLLEGE 231 FOREST STREET WELLESLEY MA 02457 042103544 501(C)(3) 395000 0 PROGRAM PILOT BELLFORGE ARTS CENTER 258 MAIN STREET UNIT 1 MEDFIELD MA 02052 473735323 501(C)(3) 1500000 0 PROPERTY CARE; BUILDINGS; RENOVATION BEYOND 12 EDUCATION INC 1625 CLAY STREET SUITE 100 OAKLAND CA 94612 271275246 501(C)(3) 600000 0 PROGRAM DEVELOPMENT/EVALUATION BIG PICTURE COMPANY INC 325 PUBLIC STREET PROVIDENCE RI 029052340 050485883 501(C)(3) 920000 0 TECHNOLOGY & EQUIPMENT BIOBUILDER 716 BEACON STREET PO BOX 590686 NEWTON MA 02459 453844761 501(C)(3) 235000 0 SPECIALIZED EQUIPMENT BLACKSTONE VALLEY VOCATIONAL REGIONAL SCHOOL DISTRICT 65 PLEASANT STREET UPTON MA 01568 042317111 509(A)(1) 550000 0 SPECIALIZED EQUIPMENT BLUE HILLS REGIONAL VOCATIONAL TECHNICAL 800 RANDOLPH STREET CANTON MA 02021 042379358 509(A)(1) 200000 0 SPECIALIZED EQUIPMENT BOCH CENTER 270 TREMONT STREET BOSTON MA 02116 510197209 501(C)(3) 1500000 0 TECHNOLOGY & EQUIPMENT BOSTON BALLET INC 19 CLARENDON STREET BOSTON MA 02116 042312734 501(C)(3) 1000000 0 ENDOWMENT BOSTON SYMPHONY ORCHESTRA INC SYMPHONY HALL 301 MASSACHUSETTS AVENUE BOSTON MA 02115 042103550 501(C)(3) 5000000 0 RENOVATION BRAVEN INC 100 N LA SALLE STREET SUITE 310 CHICAGO IL 60602 464340594 501(C)(3) 1000000 0 PROGRAM EXPANSION BRAVEN INC 100 N LA SALLE STREET SUITE 310 CHICAGO IL 60602 464340594 501(C)(3) 1600000 0 PROGRAM EXPANSION BREAKTHROUGH COLLABORATIVE PO BOX 71420 OAKLAND CA 94612 943140620 501(C)(3) 600000 0 TECHNOLOGY & EQUIPMENT BRIGHTFOCUS FOUNDATION 22512 GATEWAY CENTER DRIVE CLARKSBURG MD 20871 237337229 501(C)(3) 1200000 0 DISCOVERY RESEARCH (SCIENCE) BRISTOL-PLYMOUTH REGIONAL TECHNICAL SCHOOL DISTRICT 207 HART STREET TAUNTON MA 02780 042434976 509(A)(1) 450000 0 SPECIALIZED EQUIPMENT BUILDING MASS CAREERS 100 UNICORN PARK DRIVE WOBURN MA 01801 884406363 501(C)(3) 250000 0 EQUIPMENT BUILDING PATHWAYS PO BOX 190900 ROXBURY MA 02119 475276622 501(C)(3) 150000 0 EQUIPMENT CAPE ANN MUSEUM INC 27 PLEASANT STREET GLOUCESTER MA 01930 042143545 501(C)(3) 1000000 0 PROPERTY CARE; BUILDINGS; RENOVATION CAPE ANN MUSEUM INC 27 PLEASANT STREET GLOUCESTER MA 01930 042143545 501(C)(3) 500000 0 PROPERTY CARE; BUILDINGS; RENOVATION CAPE COD TECH FOUNDATION INC 351 PLEASANT LAKE AVE HARWICH MA 026451813 043178910 501(C)(3) 250000 0 SPECIALIZED EQUIPMENT CAPE COD TECH FOUNDATION INC 351 PLEASANT LAKE AVE HARWICH MA 026451813 043178910 501(C)(3) 240000 0 SPECIALIZED EQUIPMENT CHILDREN'S HOSPITAL BOSTON 300 LONGWOOD AVENUE BOSTON MA 02115 042774441 501(C)(3) 1385000 0 DISCOVERY RESEARCH (SCIENCE) CODE2040 353 KEARNY STREET SAN FRANCISCO CA 941032023 455026246 501(C)(3) 475000 0 PROGRAM DEVELOPMENT/EVALUATION CONCORD MUSEUM 53 CAMBRIDGE TURNPIKE PO BOX 146 CONCORD MA 01742 042104035 501(C)(3) 1500000 0 ENDOWMENT CRISTO REY NETWORK 11 EAST ADAMS STREET SUITE 800 CHICAGO IL 60603 043730980 501(C)(3) 550000 0 PROGRAM DEVELOPMENT/EVALUATION CYBERTRUST MASSACHUSETTS 303 WYMAN STREET SUITE 300 WALTHAM MA 02451 921084175 501(C)(3) 500000 0 PROGRAM PILOT DAVOS ALZHEIMERS COLLABORATIVE 155 EAST LANCASTER AVENUE WAYNE PA 19103 861884515 501(C)(3) 250000 0 R&D/INNOVATION/PILOTS DIGITAL HARBOR FOUNDATION INC 1045 LIGHT STREET BALTIMORE MD 21230 452536579 501(C)(3) 1000000 0 OTHER PROGRAM DEV PROJECT (PLEASE SPECIFY) DUET INC 50 MILK STREET SUITE 600 6TH FLOOR BOSTON MA 02110 320568985 501(C)(3) 500000 0 TECHNOLOGY & EQUIPMENT EPIPHANY SCHOOL INC 154 CENTRE STREET DORCHESTER MA 02124 043391788 501(C)(3) 89000 0 SALARY SUPPORT GEORGIA STATE UNIVERSITY FOUNDATION INC PO BOX 3963 ATLANTA GA 303023963 586033185 501(C)(3) 1375000 0 PROGRAM EXPANSION HACKDIVERSITY 50 MILK STREET 16TH FLOOR BOSTON MA 02109 872063464 501(C)(3) 250000 0 PROGRAM DEVELOPMENT/EVALUATION HARVARD MEDICAL SCHOOL 25 SHATTUCK STREET BOSTON MA 02115 042103580 501(C)(3) 1000000 0 DISCOVERY RESEARCH (SCIENCE) HARVARD UNIVERSITY 1033 MASSACHUSETTS AVE 5TH FL CAMBRIDGE MA 021385369 042103580 501(C)(3) 750000 0 ENDOWMENT HENRY E HUNTINGTON LIBRARY & ART GALLERY 1151 OXFORD ROAD SAN MARINO CA 91108 951644589 501(C)(3) 2500000 0 PROPERTY CARE; BUILDINGS; CONSTRUCTION HISPANIC SCHOLARSHIP FUND 1411 WEST 190TH STREET GARDENA CA 90248 521051044 501(C)(3) 500000 0 STRATEGIC PLAN HISTORIC NEW ENGLAND 151 ESSEX STREET HAVERHILL MA 01832 042104937 501(C)(3) 4000000 0 CAMPAIGN/FUNDRAISING PLAN HUNTINGTON THEATRE COMPANY INC 264 HUNTINGTON AVENUE BOSTON MA 02115 222659560 501(C)(3) 1500000 0 ENDOWMENT IMENTOR 199 WATER ST 8TH FL NEW YORK NY 100383586 300105507 501(C)(3) 500000 0 TECHNOLOGY & EQUIPMENT INSTITUTE FOR NONPROFIT PRACTICE INC 1834 CENTRE STREET 320556 BOSTON MA 02132 471613050 501(C)(3) 750000 0 PROGRAM DEVELOPMENT/EVALUATION INSTITUTE OF CONTEMPORARY ART 25 HARBOR SHORE DRIVE BOSTON MA 02210 042104327 501(C)(3) 2000000 0 ENDOWMENT JOBS FOR THE FUTURE INC 50 MILK STREET 17TH FLOOR BOSTON MA 02109 061164568 501(C)(3) 1000000 0 R&D/INNOVATION/PILOTS LEWY BODY DEMENTIA ASSOCIATION INC 912 KILLIAN HILL ROAD SW LILBURN GA 30047 050577683 501(C)(3) 500000 0 DISCOVERY RESEARCH (SCIENCE) MASSACHUSETTS BIOTECHNOLOGY EDUCATION FOUNDATION INC 255 MAIN ST STE 8 CAMBRIDGE MA 021421057 223799632 501(C)(3) 250000 0 TECHNOLOGY PLAN MASSACHUSETTS COLLEGE OF PHARMACY AND HEALTH SCIENCES 179 LONGWOOD AVE BOSTON MA 021155804 042104700 501(C)(3) 330000 0 PROGRAM PILOT MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA STREET SUITE 540 BOSTON MA 02114 041564655 501(C)(3) 25000000 0 NEW CONSTRUCTION MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA STREET SUITE 540 BOSTON MA 02114 041564655 501(C)(3) 500000 0 PROGRAM DEVELOPMENT/EVALUATION MASSACHUSETTS HISTORICAL SOCIETY 1154 BOYLSTON STREET BOSTON MA 02215 042108374 501(C)(3) 1500000 0 ENDOWMENT MASSACHUSETTS INSTITUTE OF TECHNOLOGY 20 AMES STREET BLDG E15-109 CAMBRIDGE MA 02139 042103594 501(C)(3) 2000000 0 PROGRAM DEVELOPMENT/EVALUATION MASSACHUSETTS MUSEUM OF CONTEMPORARY ART FOUNDATION 1040 MASS MOCA WAY NORTH ADAMS MA 012472450 043113688 501(C)(3) 3000000 0 RENOVATION MENTOR THE NATIONAL MENTORING PARTNERSHIP INC 201 SOUTH STREET SUITE 615 BOSTON MA 02111 521674088 501(C)(3) 860000 0 TECHNOLOGY & EQUIPMENT MERIT AMERICA 712 H STREET NE SUITE 1560 WASHINGTON DC 200023627 842108762 501(C)(3) 1000000 0 PROGRAM DEVELOPMENT/EVALUATION MONTACHUSETT REGIONAL VOCATIONAL TECHNICAL SCHOOL DISTRICT 1050 WESTMINSTER STREET FITCHBURG MA 01420 042393534 509(A)(1) 440000 0 SPECIALIZED EQUIPMENT MUSEUM OF MODERN ART 11 WEST 53RD STREET NEW YORK NY 10019 131624100 501(C)(3) 5000000 0 ENDOWMENT NAF 169 MADISON AVENUE SUITE 2797 NEW YORK NY 10016 133480246 501(C)(3) 930000 0 TECHNOLOGY & EQUIPMENT NATIONAL COLLEGE ATTAINMENT NETWORK 800 17TH ST NW SUITE 630 WASHINGTON DC 20006 311793562 501(C)(3) 230000 0 TECHNOLOGY & EQUIPMENT NATIONAL EDUCATION EQUITY LAB INC 648 BROADWAY SUITE 603 NEW YORK NY 10012 833914379 501(C)(3) 580000 0 TECHNOLOGY & EQUIPMENT NATIONAL SCHOLARSHIP PROVIDERS ASSOCIATION 1660 ROBIN HILL COURT CHARLOTTESVILLE VA 22901 364280502 501(C)(3) 300000 0 TECHNOLOGY & EQUIPMENT NEW ENGLAND CONSERVATORY OF MUSIC 290 HUNTINGTON AVENUE BOSTON MA 02115 237225104 501(C)(3) 2000000 0 PROPERTY CARE; BUILDINGS; CONSTRUCTION NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY INC 99-101 NEWBURY STREET BOSTON MA 02116 042104757 501(C)(3) 3000000 0 PROPERTY CARE; BUILDINGS; RENOVATION NORTH BENNET STREET SCHOOL 150 NORTH STREET BOSTON MA 02109 042103830 501(C)(3) 2500000 0 PROPERTY CARE; BUILDINGS; RENOVATION NORTHEAST ADVANCED MANUFACTURING CONSORTIUM 240 ELM STREET SOMERVILLE MA 02144 043279555 501(C)(3) 370000 0 PROGRAM DEVELOPMENT/EVALUATION NPOWER INC 55 WASHINGTON STREET SUITE 560 BROOKLYN NY 11201 134145441 501(C)(3) 900000 0 PROGRAM DEVELOPMENT/EVALUATION ONEGOAL 17 N STATE STREET SUITE 1890 CHICAGO IL 60602 562369898 501(C)(3) 900000 0 TECHNOLOGY PLAN OPPORTUNITY AT WORK INC 1100 CONNECTICUT AVENUE NW SUITE 430 WASHINGTON DC 20036 813214432 501(C)(3) 850000 0 TECHNOLOGY PLAN PER SCHOLAS INC 804 EAST 138TH STREET 2ND FLOOR BRONX NY 10454 043252955 501(C)(3) 2500000 0 CRM PROPEL AMERICA 800 BOYLSTON STREET BOSTON MA 02199 831867782 501(C)(3) 200000 0 STRATEGIC PLAN QUINCY COLLEGE TRUST 1250 HANCOCK STREET QUINCY MA 02169 510579620 501(C)(3) 700000 0 CONSTRUCTION RESILIENT CODERS INC 5214F DIAMOND HEIGHTS BLVD UNIT 1154 SAN FRANCISCO CA 94131 815338932 501(C)(3) 1000000 0 STRATEGIC PLAN RESILIENT CODERS INC 1 BROADWAY 11TH FLOOR CAMBRIDGE MA 02142 471882343 501(C)(3) 300000 0 TECHNOLOGY & EQUIPMENT SCHOLARSHIP AMERICA INC 7900 INTERNATIONAL DRIVE MINNEAPOLIS MN 55425 042296967 501(C)(3) 470000 0 TECHNOLOGY & EQUIPMENT SOCIAL FINANCE INC 2 ATLANTIC AVE 5TH FLOOR BOSTON MA 02110 274620963 501(C)(3) 1500000 0 CAMPAIGN/FUNDRAISING PLAN SPRINGFIELD PUBLIC SCHOOLS 36 COURT STREET ROOM 400 SPRINGFIELD MA 01103 046001415 509(A)(1) 450000 0 SPECIALIZED EQUIPMENT STERLING AND FRANCINE CLARK ART INSTITUTE 225 SOUTH STREET WILLIAMSTOWN MA 01267 042163004 501(C)(3) 2500000 0 ENDOWMENT SUMMER SEARCH 304 12TH STREET SUITE 4A OAKLAND CA 94607 680200138 501(C)(3) 600000 0 PROGRAM PILOT TECH GOES HOME 131 DARTMOUTH STREET 3RD FLOOR BOSTON MA 02116 208629591 501(C)(3) 500000 0 PROGRAM DEVELOPMENT/EVALUATION THE ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION 2700 HORIZON DRIVE SUITE 120 KING OF PRUSSIA PA 19406 412073220 501(C)(3) 800000 0 DISCOVERY RESEARCH (SCIENCE) THE BRIDGEWATER STATE UNIVERSITY FOUNDATION 26 SUMMER STREET BRIDGEWATER MA 02325 222678005 501(C)(3) 200000 0 PROGRAM EXPANSION THE BURNING GLASS INSTITUTE PO BOX 671 BALA CYNWYD PA 19004 873337620 501(C)(3) 500000 0 R&D/INNOVATION/PILOTS THE NORMAN ROCKWELL MUSEUM AT STOCKBRIDGE INC 9 GLENDALE ROAD STOCKBRIDGE MA 01262 042450813 501(C)(3) 500000 0 TECHNOLOGY & EQUIPMENT THE PAUL REVERE MEMORIAL ASSOCIATION 19 NORTH SQUARE BOSTON MA 02113 042104820 501(C)(3) 75000 0 GENERAL OPERATING/ANNUAL SUPPORT THE POSSE FOUNDATION INC 14 WALL STREET SUITE 8A-60 NEW YORK NY 10005 133840394 501(C)(3) 2000000 0 ENDOWMENT THE SHED THE BLOOMBERG BUILDING 545 WEST 30TH STREET NEW YORK NY 10001 900884353 501(C)(3) 1500000 0 GENERAL OPERATING/ANNUAL SUPPORT THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION 401 E MAIN AVE STE 201 BISMARCK ND 58501 471324043 501(C)(3) 2500000 0 NEW CONSTRUCTION THRIVE SCHOLARS 75 FEDERAL STREET SUITE 1250 BOSTON MA 02110 455619310 501(C)(3) 500000 0 TECHNOLOGY PLAN THURGOOD MARSHALL COLLEGE FUND INC 901 F STREET NW SUITE 300 WASHINGTON DC 20004 411750692 501(C)(3) 600000 0 TECHNOLOGY & EQUIPMENT TRUSTEES OF BOSTON UNIVERSITY 599 COMMONWEALTH AVENUE BOSTON MA 02215 042103547 501(C)(3) 880000 0 R&D/INNOVATION/PILOTS TUFTS UNIVERSITY BALLOU HALL MEDFORD MA 02155 042103634 501(C)(3) 300000 0 ENDOWMENT UASPIRE INC 6 LIBERTY SQUARE PMB 98549 BOSTON MA 02109 461314848 501(C)(3) 750000 0 TECHNOLOGY PLAN UNIVERSITY OF MASSACHUSETTS FOUNDATION INC 100 CARLSON AVENUE BUILDING 12 NEWTON MA 02459 043167352 501(C)(3) 1245000 0 PROGRAM EXPANSION UNIVERSITY OF MASSACHUSETTS FOUNDATION INC 100 CARLSON AVENUE BUILDING 12 NEWTON MA 02459 046013152 501(C)(3) 290000 0 R&D/INNOVATION/PILOTS UNIVERSITY OF MASSACHUSETTS FOUNDATION INC 100 CARLSON AVENUE BUILDING 12 NEWTON MA 02459 046013152 501(C)(3) 330000 0 TECHNOLOGY & EQUIPMENT UNIVERSITY OF MASSACHUSETTS FOUNDATION INC 100 CARLSON AVENUE BUILDING 12 NEWTON MA 02459 046013152 501(C)(3) 820000 0 EVALUATION WHITNEY MUSEUM OF AMERICAN ART 99 GANSEVOORT STREET NEW YORK NY 10014 131789318 501(C)(3) 750000 0 STRATEGIC PLAN WORCESTER ART MUSEUM 55 SALISBURY STREET WORCESTER MA 01609 041988530 501(C)(3) 5000000 0 PROPERTY CARE; BUILDINGS; RENOVATION WORCESTER POLYTECHNIC INSTITUTE 100 INSTITUTE ROAD WORCESTER MA 01609 042121659 501(C)(3) 275000 0 TECHNOLOGY PLAN WORCESTER STATE FOUNDATION 486 CHANDLER ST WORCESTER MA 016022861 223248067 501(C)(3) 330000 0 TECHNOLOGY & EQUIPMENT WTIA WORKFORCE INSTITUTE 1595 NW GILMAN BLVD ISSAQUAH WA 98027 473951262 501(C)(3) 400000 0 PROGRAM DEVELOPMENT/EVALUATION YALE UNIVERSITY 2 WHITNEY AVENUE NEW HAVEN CT 06510 060646973 501(C)(3) 3000000 0 ENDOWMENT YEAR UP UNITED 45 MILK STREET 9TH FLOOR BOSTON MA 02109 043534407 501(C)(3) 500000 0 PROGRAM PILOT YEAR UP UNITED 45 MILK STREET 9TH FLOOR BOSTON MA 02109 043534407 501(C)(3) 2000000 0 TECHNOLOGY & EQUIPMENT YOUTHBUILD BOSTON INC 27 CENTRE STREET ROXBURY MA 02119 043080098 501(C)(3) 400000 0 PROGRAM DEVELOPMENT/EVALUATION YOUTHBUILD USA INC 1785 COLUMBUS AVENUE SUITE 500 ROXBURY MA 021191041 223076454 501(C)(3) 700000 0 PROGRAM DEVELOPMENT/EVALUATION 108 0 PART I, LINE 2: THE ORGANIZATION MONITORS ITS GRANTS TO ENSURE THAT THEY ARE USED FOR THE INTENDED CHARITABLE PURPOSES AND ARE NOT OTHERWISE DIVERTED FROM THE INTENDED USE. GRANT RECIPIENTS ARE CHOSEN ON THE BASIS OF DETAILED WRITTEN DESCRIPTIONS OF THE INTENDED CHARITABLE USE OF FUNDS; PUBLIC CHARITY DETERMINATIONS; AND OCCASIONAL FIELD INVESTIGATIONS CONDUCTED BY THE ORGANIZATION'S STAFF. EACH GRANTEE PROVIDES DETAILED WRITTEN REPORTS OF THE EXPENDITURE OF GRANT FUNDS TO THE ORGANIZATION. GRANTS ARE ACCOUNTED FOR ON A CASH BASIS. X X X X 1 0 0 0 0 0 0 1 0 MAURA MARX PRESIDENT 208149 0 350265 0 0 0 25740 0 6593 0 590747 0 0 0 SUSAN HOCKFIELD DIRECTOR 25000 465373 0 0 0 0 0 0 0 0 25000 465373 0 0 LARA BETHKE PROGRAM DIRECTOR, MEDICAL SCIENCE 328417 0 41625 0 0 0 0 0 2923 0 372965 0 0 0 CAROLINE NOLAN PROGRAM DIRECTOR, EDUCATION 209845 0 48000 0 0 0 29668 0 24329 0 311842 0 0 0 LISA BEVILAQUA PROGRAM DIRECTOR, ARTS & CULTURE 204460 0 41250 0 0 0 33357 0 11186 0 290253 0 0 0 BARBARA SULLIVAN VP, INSIGHTS & IMPACT 142701 0 102069 0 0 0 30245 0 3713 0 278728 0 0 0 NATACHA PERROTTA VP, PROGRAMS 136767 0 57506 0 63790 0 0 0 10573 0 268636 0 0 0 LYDIA BERGEN VP, OPERATIONS 138642 0 92967 0 0 0 29817 0 3566 0 264992 0 0 0 DANIEL M ARDITO TREASURER 98092 0 86832 0 0 0 21664 0 11895 0 218483 0 0 0 KEVIN SAUNDERS ASST SECRETARY 130542 0 35275 0 0 0 22702 0 12679 0 201198 0 0 0 PART I, LINE 3 THE FOUNDATION ENGAGES FFSP LLC IN A COST SHARING ARRANGEMENT TO PROVIDE STAFF, ADMINISTRATIVE AND PROGRAM MANAGEMENT SUPPORT. FFSP ENTERED INTO WRITTEN COMPENSATION AGREEMENTS WITH ALL OF ITS EMPLOYEES ON THE DATE OF HIRE. THE COMPENSATION IN THE AGREEMENTS WERE ALL BASED ON THIRD-PARTY COMPARABILITY DATA COMPILED AND UPDATED IN 2024. IN 2024, THE FFSP COMPENSATION COMMITTEE RELIED ON THE SAME COMPARABILITY DATA WHEN MAKING YEAR END SALARY ADJUSTMENTS, DETERMINING YEAR-END BONUSES, AND AWARDING LONG-TERM COMPENSATION FOR 2024. AS A RESULT, THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT, TREASURER & ASSISTANT SECRETARY INCLUDED THE FOLLOWING: (1) PRIOR TO ENTERING INTO SUCH ARRANGEMENTS, APPROPRIATE COMPARABILITY DATA WAS OBTAINED AND USED, AND SUCH ARRANGEMENT WAS THEN REVIEWED AND APPROVED BY THE APPROPRIATE COMPENSATION COMMITTEE, OF WHICH ONLY INDEPENDENT PERSONS VOTED; AND (2) MINUTES FOR COMPENSATION COMMITTEE MEETINGS WERE PREPARED, PROVIDING CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION BY NOTING THE TERMS OF THE ARRANGEMENT AND DATE IT WAS APPROVED, THE COMMITTEE MEMBERS WHO WERE PRESENT AND THOSE WHO VOTED ON IT, AND THE COMPARABILITY DATA OBTAINED AND RELIED UPON BY THE COMMITTEE. SEE SCHEDULE O. PART I, LINE 4A IN CONNECTION WITH HER DEPARTURE, ONE LISTED INDIVIDUAL RECEIVED SALARY CONTINUATION. THE AMOUNTS PAID IN 2024 ARE INCLUDED ON SCHEDULE J, PART II, LINE B(III). PART I, LINE 7 THE ORGANIZATION PROVIDED NON-FIXED PAYMENTS TO CERTAIN INDIVIDUALS REPORTED ON SCHEDULE J IN THE FORM OF A BONUS WHICH REFLECTED REASONABLE COMPENSATION. THE BONUS WAS NOT TIED TO THE NET REVENUES OF THE ORGANIZATION NOR WAS A JOINT VENTURE PRESENT. THE COMPENSATION COMMITTEE APPROVED AN EMPLOYMENT CONTRACT WITH THE EXECUTIVES THAT INCLUDED A YEAR END BONUS WITH A SPECIFIED CAP ON THE AMOUNT, THE COMPENSATION COMMITTEE HAS ESTABLISHED A REBUTTABLE PRESUMPTION AS TO THE NONFIXED PAYMENT WHEN THE EMPLOYMENT CONTRACT WAS ENTERED INTO BY, IN EFFECT, ASSUMING THAT THE MAXIMUM AMOUNT PAYABLE UNDER THE CONTRACT WOULD BE PAID, AND SATISFYING THE REQUIREMENTS GIVING RISE TO THE REBUTTABLE PRESUMPTION FOR THAT MAXIMUM AMOUNT. 26 C.F.R. 53.4958-6(D)(2) FORM 990, PART VI, SECTION A, LINE 2 EDWARD C JOHNSON IV, CHRISTOPHER J MCKOWN, ELIZABETH L JOHNSON - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION ENGAGES FFSP LLC IN A COST SHARING ARRANGEMENT TO PROVIDE STAFF, ADMINISTRATIVE AND PROGRAM MANAGEMENT SUPPORT. IN ADDITION, CERTAIN SERVICES WERE PROVIDED TO THE FOUNDATION UNDER AN ADMINISTRATIVE SERVICES CONTRACT BY FMR LLC, WHICH IS A SUBSTANTIAL CONTRIBUTOR TO THE FOUNDATION. FMR LLC PROVIDED THESE SERVICES TO THE FOUNDATION AT NO CHARGE. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE ORGANIZATION ELECT MEMBERS OF THE BOARD OF TRUSTEES PERIODICALLY AND/OR WHEN VACANCIES ARISE. FORM 990, PART VI, SECTION A, LINE 7A THE TRUSTEES ARE ELECTED BY VOTE PERIODICALLY AND/OR WHEN VACANCIES ARISE, BY THE MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO EACH OF THE MEMBERS OF THE GOVERNING BODY. THE ENTIRE FORM 990 IS REVIEWED BY THE MEMBERS OF THE AUDIT COMMITTEE. OFFICERS OF THE ORGANIZATION AS WELL AS THE PAID PREPARER REVIEW THE FORM 990 WITH THE MEMBERS OF THE AUDIT COMMITTEE BEFORE THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND TRUSTEES SIGN AN ANNUAL STATEMENT ATTESTING THAT THEY ARE IN COMPLIANCE WITH THE ORGANIZATION'S WRITTEN CONFLICT OF INTEREST POLICY AND DISCLOSE RELEVANT FINANCIAL INTERESTS AND AFFILIATIONS WITH POTENTIAL GRANTEES. IN INSTANCES WHERE THE BOARD DETERMINES THE EXISTENCE OF A CONFLICT, PARTICIPATION IN THE BOARD'S DELIBERATIONS AND DECISIONS IS LIMITED TO DISINTERESTED TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION ENGAGES FFSP LLC IN A COST SHARING ARRANGEMENT TO PROVIDE STAFF, ADMINISTRATIVE AND PROGRAM MANAGEMENT SUPPORT. FFSP ENTERED INTO WRITTEN COMPENSATION AGREEMENTS WITH ALL OF ITS EMPLOYEES ON THE DATE OF HIRE. THE COMPENSATION IN THE AGREEMENTS WERE ALL BASED ON THIRD-PARTY COMPARABILITY DATA COMPILED AND UPDATED IN 2024. IN 2024, THE FFSP COMPENSATION COMMITTEE RELIED ON THE SAME COMPARABILITY DATA WHEN MAKING YEAR END SALARY ADJUSTMENTS, DETERMINING YEAR-END BONUSES, AND AWARDING LONG-TERM COMPENSATION FOR 2024. AS A RESULT, THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT, TREASURER AND ASSISTANT SECRETARY INCLUDED THE FOLLOWING: (1) PRIOR TO ENTERING INTO SUCH ARRANGEMENTS, APPROPRIATE COMPARABILITY DATA WAS OBTAINED AND USED, AND SUCH ARRANGEMENT WAS THEN REVIEWED AND APPROVED BY THE APPROPRIATE COMPENSATION COMMITTEE, OF WHICH ONLY INDEPENDENT PERSONS VOTED; AND (2) MINUTES FOR COMPENSATION COMMITTEE MEETINGS WERE PREPARED, PROVIDING CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION BY NOTING THE TERMS OF THE ARRANGEMENT AND DATE IT WAS APPROVED, THE COMMITTEE MEMBERS WHO WERE PRESENT AND THOSE WHO VOTED ON IT, AND THE COMPARABILITY DATA OBTAINED AND RELIED UPON BY THE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC ON FILE WITH THE OFFICE OF THE MASSACHUSETTS ATTORNEY GENERAL. FORM 990, PART XI, LINE 9: ACCRUAL TO CASH ADJUSTMENT 101,228. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE UNDER ITS GOVERNING DOCUMENTS FOR (I) OVERSEEING THE COMPILATION, REVIEW, OR AUDIT OF THE FINANCIAL STATEMENTS; AND (II) THE SELECTION OF AN INDEPENDENT ACCOUNTANT THAT COMPILED, REVIEWED, OR AUDITED THE STATEMENTS. THIS PROCESS HAS NOT CHANGED FROM THE` PRIOR YEAR. MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 042103594 MEDICAL/EDUCATION MA 501C(3) 2 NOT APPLICABLE 0 MUSEUM OF FINE ARTS 465 HUNTINGTON AVENUE BOSTON MA 02115 042103607 CULTURE MA 501C(3) 7 NOT APPLICABLE 0 PRESIDENT AND FELLOWS OF HARVARD COLLEGE 1585 MASSACHUSETTS AVENUE CAMBRIDGE MA 02138 042103580 EDUCATION MA 501C(3) 2 NOT APPLICABLE 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0