2024-11-14T13:53:54-06:00 2023-12-31 475422543 Kenneth Freed & Company PC 400 W Cummings Park Suite 5850 Woburn MA 01801 990 2023-01-01 043322483 THE LUCRETIA FUND INC C/O STANTON & COMPANY LUCR 7819331744 400 W CUMMINGS PARK 5850 WOBURN MA 01801 PAM SOLO CLERK 7819331744 2024-11-14 1 0 Charles Hulbert Jr CPA P01253253 6174241100 2024-11-14 2023 2024-10-15 13:58:12Z X PAM SOLO C/O STANTON CO 400 W CUMMINGS PK 5850 WOBURN MA 01801 4706 0 X N/A X 1996 MA TO PROMOTE THE ROLE OF CIVIL SOCIETY X 3 2 0 2 0 0 0 0 0 0 -10447 4706 0 0 -10447 4706 10000 99518 0 0 0 0 0 0 0 1557 649 11557 100167 -22004 -95461 100027 0 0 0 100027 0 LUCRETIA WAS FOUNDED WITH A MISSION TO SUPPORT THE SECTORS OF THE CIVIL SOCIETY AT THE LOCAL AND INTERNATIONAL LEVELS PROMOTING COMMUNITY DEVELOPMENT EFFORTS, HUMAN AND CIVIL RIGHTS, AND SOCIAL AND ECONOMIC EQUITY. 0 0 99518 99518 0 THE ORGANIZATION IS THE SUPPORTING ORGANIZATION TO ANOTHER PUBLIC CHARITY WHOSE MISSION IS TO PROMOTE THE ROLE OF CIVIL SOCIETY AND FOR EDUCATIONAL PURPOSES. THE ORGANIZATION PROVIDED THREE GRANTS DURING 2023. 99518 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 MA X X X PAM SOLO CO STANTON & CO 7819331744 400 W CUMMINGS PK 5850 WOBURN MA 01801 JOHN VAN RENS PRESIDENT & DIRECTOR 1.00 X X 0 0 0 PAM SOLO CLERK & EXECUTIVE DIRECTOR 2.00 X X 0 220000 34622 GAIL PRESSBERG TREASURER & DIRECTOR 1.00 X X 0 0 0 0 220000 34622 0 0 1 0 0 999 999 3707 0 3707 3707 3707 4706 0 0 4706 99518 99518 PORTFOLIO DEDUCTIONS FR 561 561 FOREIGN TAXES PAID 88 88 100167 99518 649 0 0 54439 0 0 0 0 0 0 0 0 0 0 45588 0 0 0 0 100027 0 0 0 X 100027 0 100027 0 100027 0 -95461 -4566 0 X 0 0 0 X X 1 CIVIL SOCIETY INSTITUTE INC 043272715 7 1 99518 0 1 99518 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 CIVIL SOCIETY INSTITUTE INC CO STANTON & COMPANY 400 W CUMMINGS PK STE 5850 WOBURN MA 01801 043272715 501(C)(3) 54901 44617 FMV PEG POOLED VENTURE CAPITAL PRIVATE INVESTORS II LLC GENERAL OPERATING SUPPORT; PROMOTE CIVIL SOCIETY 1 0 Part I, Line 2: FUNDS ARE DISTRIBUTED TO THE SUPPORTED ORGANIZATION NAMED IN THE ORGANIZING DOCUMENTS. NO FURTHER MONITORING OF THE GRANT FUNDS IS PERFORMED. X 0 0 0 0 0 0 0 0 0 PAM SOLO CLERK & EXECUTIVE DIRECTOR 0 220000 0 0 0 0 0 26400 0 8222 0 254622 0 0 CASH 2023-12-31 58 FMV 043272715 CIVIL SOCIETY INSTITUTE INC C/O STANTON COMPANY - 400 W CUMMI WOBURN MA 01801 501(C)(3) CASH 2023-09-30 54843 FMV 043272715 CIVIL SOCIETY INSTITUTE INC C/O STANTON COMPANY - 400 W CUMMI WOBURN MA 01801 501(c)(3) PEG POOLED VENTURE CAPITAL PRIVATE INVESTORS II LLC 2023-10-31 44617 CAPITAL BALANCE 043272715 CIVIL SOCIETY INSTITUTE INC C/O STANTON COMPANY - 400 W CUMMI WOBURN MA 01801 501(C)(3) 0 1 0 0 1 1 1 1 0 PART I, 2b PAM SOLO IS CLERK & EXECUTIVE DIRECTOR OF LUCRETIA FUND, INC. (FUND). THE FUND IS THE SUPPORTING ORGANIZATION TO CIVIL SOCIETY INSTITUTE, INC. (CSI) AND, THEREFORE, MUST TRANSFER ITS ASSETS TO CSI IN FURTHERANCE OF THE EXEMPT PURPOSE. PAM SOLO IS THE PRESIDENT AND EXECUTIVE DIRECTOR OF CSI AND HAS ALWAYS RECEIVED COMPENSATION FOR HER SERVICES. THE TRANSFER OF ASSETS ON TERMINATION OF THE FUND TO CSI HAS NO IMPACT ON, AND IS UNRELATED TO, PAM'S COMPENSATION IN CSI. Form 990, Part VI, Section A, line 7a THE LUCRETIA FUND, INC. IS A SUPPORTING ORGANIZATION TO CIVIL SOCIETY INSTITUTE, INC. PURSUANT TO LUCRETIA'S BY-LAWS, CIVIL SOCIETY INSTITUTE HAS THE RESPONSIBILITY AND POWER TO APPOINT THE BOARD MEMBERS FOR LUCRETIA. THIS IS REQUIRED FOR LUCRETIA TO QUALIFY AS A TYPE I SUPPORTING ORGANIZATION. Form 990, Part VI, Section B, line 11b THE 990 IS NOT REVIEWED BY THE ENTIRE BOARD. THE BOARD'S CLERK AND EXECUTIVE DIRECTOR IS GIVEN THE REPONSIBILITY OF REVIEWING AND APPROVING THE FILING. Form 990, Part VI, Section B, line 12c LUCRETIA'S BOARD REVIEWS TRANSACTIONS AGAINST LIST OF DISCLOSED CONFLICTS TO ENSURE THAT POTENTIAL CONFLICTS WILL BE AVOIDED. Form 990, Part VI, Section C, line 18 A COPY OF FORM 990 IS FILED ANNUALLY WITH MASSACHUSSETS ATTORNEY GENERAL'S OFFICE. AS PART OF THEIR PROCEDURE, THE DOCUMENT IS SCANNED AND MADE AVAILABLE TO THE PUBLIC. ADDITIONALLY, A REPRODUCTION OF THE RETURN CAN BE FOUND ON GUIDESTAR'S WEBSITE. FINALLY, COPIES OF ORGANIZATIONAL DOCUMENTS CAN BE REQUESTED DIRECTLY FROM THE ORGANIZATION'S MANAGEMENT BY CONTACTING THEM AT THEIR OFFICE. Form 990, Part VI, Section C, line 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. SCHEDULE R, PART V, LINE 2, COLUMN (D) CASH TRANSFERS TOTALED $54,901. CASH TRANSFERS EQUAL FAIR VALUE AT TIME OF TRANSFER. TRANSFER OF AN ILLIQUID PRIVATE EQUITY INVESTMENT TOTALED $44,617. FAIR VALUE WAS DETERMINED TO BE EQUAL TO THE CAPITAL ACCOUNT BALANCE ON THE DATE OF TRANSFER. CIVIL SOCIETY INSTITUTE INC C/O STANTON CO 400 W CUMMINGS PK 58 WOBURN MA 01801 043272715 PROMOTE CIVIL SOCIETY MA 501(C)(3) Line 7 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CIVIL SOCIETY INSTITUTE INC B 99518 SEE SCHEDULE O FOR EXPLANATION