2024-10-04T15:01:12-05:00 2024-05-31 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990PF 2023-06-01 306016982 ELEANORE BENNETT CHARITABLE TRUST #1 ELEA 6109455569 PO BOX 381547 CAMBRIDGE MA 02238 THOMAS M CHAPIN TRUSTEE 6109455569 2024-10-03 1 1 CONNIE M LIRA P00481097 2156433900 2024-10-03 2023 2024-10-15 13:58:12Z X 5937886 X X 99487 135835 165836 2405355 165999 476 5692 265799 307526 20000 0 20000 3150 0 3150 24836 24836 0 6349 0 0 5936 54335 30772 23150 317500 317500 371835 30772 340650 -106036 276754 54453 7930 7930 438048 80672 80672 3297760 3207579 3824944 508454 1131409 1115941 770194 535283 908399 5068909 4962873 5937886 0 0 X 5068909 4962873 5068909 4962873 5068909 4962873 5068909 -106036 0 4962873 0 4962873 PUBLICLY TRADED SECURITIES P 2403010 2239519 163491 163491 SHORT-TERM CAPITAL GAIN: LP 85-3953845 P 135 135 LONG-TERM CAPITAL GAIN: LP 85-3953845 P 28 28 CAPITAL GAINS DIVIDENDS P 2345 2345 2345 165999 3847 0 3847 0 3847 5680 0 0 0 5680 9 1824 1824 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 WWW.BENNETTFOUNDATION.ORG THOMAS M CHAPIN 6109455569 PO BOX 381547 CAMBRIDGE MA 02238 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS M CHAPIN PO BOX 381547 CAMBRIDGE MA 02238 TRUSTEE 1.00 10000 0 0 STEWART B CHAPIN PO BOX 381547 CAMBRIDGE MA 02238 TRUSTEE 1.00 10000 0 0 NONE 0 NONE 0 0 4599784 55902 908399 5564085 0 0 5564085 83461 5480624 274031 274031 3847 3847 270184 0 270184 0 270184 340650 0 340650 270184 0 0 26769 95851 45242 167862 340650 0 0 0 270184 70466 0 0 238328 0 0 0 0 0 0 0 238328 26769 95851 45242 70466 TRUSTEES ELEANORE BENNETT CHARITABL PO BOX 381547 CAMBRIDGE MA 02238 6109455569 TRUSTEES@BENNETTFOUNDATION.ORG THE FOUNDATION REVIEWS UNSOLICITED PROPOSALS FROM NEW ORGANIZATIONS IN THE GREATER BOSTON/MASSACHUSETTS AREA, FOCUSING ON ORGANIZATIONS THAT HELP TEENS AND YOUNG ADULTS GET RE-CONNECTED TO A SUPPORTIVE COMMUNITY AND BECOME INDEPENDENT ADULTS. TYPICAL GRANTS RANGE FROM $2,500 TO $25,000, WITH OCCASIONAL LARGER AND MULTI-YEAR COMMITMENTS. FOR NOW, WE ARE NOT ACCEPTING UNSOLICITED PROPOSALS FOR OUR GRANTS IN PHILADELPHIA. WE MAKE MOST OF OUR GRANTS IN MAY AND NOVEMBER. FOR BOSTON, THE GRANT PROCESS BEGINS WITH A SIMPLE, ON-LINE INQUIRY. DEPENDING ON THE SIZE OF THE GRANT REQUEST, AND WHETHER YOUR AGENCY IS NEW TO US OR NOT, WE MAY ASK FOR ADDITIONAL INFORMATION. SUBMIT INQUIRIES NO LATER THAN APRIL 1 FOR THE SPRING CYCLE AND OCTOBER 1 FOR THE FALL CYCLE. THE BENNETT FAMILY FOUNDATION IS INTERESTED IN: - ORGANIZATIONS WITH STAFF EXPERTISE IN THEIR FIELD AND A TRACK RECORD OF PROVEN RESULTS - SMALLER, LOCAL ORGANIZATIONS - ORGANIZATIONS THAT CAN DEMONSTRATE MOMENTUM TOWARDS SUSTAINABILITY OF PROGRAMS IN MOST CASES, PREFERENCE WILL BE GIVEN TO SMALL LOCAL PROJECTS OVER NATIONAL PROGRAMS. FUNDING GENERALLY WILL NOT BE PROVIDED TO: - INDIVIDUALS OR NON-501(C)(3) PUBLIC CHARITIES - EDUCATIONAL INSTITUTIONS FOR THEIR GENERAL OPERATING FUNDS OR ENDOWMENTS - RELIGIOUS ORGANIZATIONS FOR RELIGIOUS PURPOSES - CITIES, COUNTIES OR OTHER GOVERNMENTAL ORGANIZATIONS - ORGANIZATIONS ENGAGED PRIMARILY IN PUBLIC POLICY OR POLITICAL ADVOCACY - NATIONAL ORGANIZATIONS OR THEIR LOCAL AFFILIATES, EXCEPT PROGRAMS DEVELOPED AT THE LOCAL LEVEL - APPLICATION TO BUDGET DEFICITS, DEBT REDUCTION, FUNDRAISING OR RECOGNITION EVENTS - SCHOLARSHIPS 3LPLACE 212 HOLLAND STREET SOMERVILLE MA 02144 PC ENTITY SUPPORT 5000 826 BOSTON 3035 WASHINGTON STREET BOSTON MA 02119 PC ENTITY SUPPORT 5000 ABORTION LIBERATION FUND OF PA PO BOX 40748 PHILADELPHIA PA 19107 PC ENTITY SUPPORT 5000 ADOLESCENT CONSULTATION SERVICES 189 CAMBRIDGE STREET CAMBRIDGE MA 02141 PC ENTITY SUPPORT 10000 ANERA 111 14TH STREET NW 400 WASHINGTON DC 20005 PC ENTITY SUPPORT 5000 ANN'S HEART 35 HALL STREET SUITE 301 PHOENIXVILLE PA 19460 PC ENTITY SUPPORT 500 BATES COLLEGE 2 ANDREWS ROAD LEWISTON ME 04240 PC ENTITY SUPPORT 1000 BEACON ACADEMY INC 814 SOUTH STREET BOSTON MA 02131 PC ENTITY SUPPORT 7500 BEYOND LITERACY 211 N 13TH STREET 4TH FLOOR PHILADELPHIA PA 19107 PC ENTITY SUPPORT 7500 BLACK AUTISM COALITION 201 MOUNT VERNON STREET FITCHBURG MA 01420 PC ENTITY SUPPORT 2500 BOSTON ARTS ACADEMY FOUNDATION 126 BROOKLINE AVENUE 3RD FLOOR BOSTON MA 02186 PC ENTITY SUPPORT 4000 BOSTON CITY SINGERS 17 WALDECK STREET DORCHESTER MA 02122 PC ENTITY SUPPORT 3000 BOSTON YOUTH SYMPHONY ORCHESTRA 855 COMMONWEALTH AVENUE BOSTON MA 021151303 PC ENTITY SUPPORT 5000 BRIDGE OVER TROUBLED WATERS 47 WEST STREET BOSTON MA 02111 PC ENTITY SUPPORT 5000 CAMBRIDGE CAMPING ASSOCIATION 99 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 PC ENTITY SUPPORT 4000 CAMP LIGHTBULB PO BOX 471 PROVINCETOWN MA 02657 PC ENTITY SUPPORT 5000 CHESTER COUNTY FUTURES INC LUKENS BLDG 50 S 1ST AVENUE 105 COATESVILLE PA 19320 PC ENTITY SUPPORT 500 DARTMOUTH COLLEGE 10 NORTH MAIN STREET HANOVER NH 03755 PC ENTITY SUPPORT 500 DIRECT RELIEF 6100 WALLACE BECKNELL DRIVE SANTA BARBARA CA 93117 PC ENTITY SUPPORT 5000 DREAMCATCHER INITIATIVE 1452 DORCHESTER AVE 3RD FLOOR SUITE 4 BOSTON MA 02124 PC ENTITY SUPPORT 2500 FAMILIES FOR DEPRESSION AWARENESS 391 TOTTEN POND ROAD SUITE 101 WALTHAM MA 02451 PC ENTITY SUPPORT 5000 HOMELESS PREVENTION COUNCIL PO BOX 828 ORLEANS MA 02653 PC ENTITY SUPPORT 4000 HYDE SQUARE TASK FORCE PO BOX 301871 JAMAICA PLAIN MA 02130 PC ENTITY SUPPORT 2500 JOYWEAVERS 55 SAWYER DRIVE DEDHAM MA 02026 PC ENTITY SUPPORT 3000 KIEVE-WAVUS AFFECTIVE EDUCATION 42 KIEVE ROAD NOBLEBORO ME 04555 PC ENTITY SUPPORT 500 LUNDALE FARM PO BOX 673 KIMBERTON PA 19442 PC ENTITY SUPPORT 2500 MASSACHUSETTS ADOPTION RESOURCE EXCHANGE INC 19 NEEDHAM STREET NEWTON MA 02461 PC ENTITY SUPPORT 5000 MIGHTY WRITERS 12 E CHURCH LANE PHILADELPHIA PA 19144 PC ENTITY SUPPORT 5000 NATIONALITIES SERVICE CENTER 1216 ARCH STREET 4TH FLOOR PHILADELPHIA PA 19107 PC ENTITY SUPPORT 20000 NEW NEIGHBORS PARTNERSHIP 245 W 107TH STREET NEW YORK NY 10025 PC ENTITY SUPPORT 2500 PARTNERS CREATING COMMUNITY 400 FRANKLIN AVENUE SUITE 236 PHOENIXVILLE PA 19460 PC ENTITY SUPPORT 2500 PATHWAYS TO HOUSING 5201 OLD YORK ROAD 4TH FLOOR PHILADELPHIA PA 19141 PC ENTITY SUPPORT 2500 PHOENIXVILLE AREA COMMUNITY SERVICES (PACS) 101 BUCHANAN STREET PHOENIXVILLE PA 19460 PC ENTITY SUPPORT 7500 PHOENIXVILLE HEALTH CARE ACCESS 723 WHEATLAND STREET PHOENIXVILLE PA 19460 PC ENTITY SUPPORT 12500 PHOENIXVILLE PUBLIC LIBRARY 183 SECOND AVENUE PHOENIXVILLE PA 19460 PC ENTITY SUPPORT 500 PHOENIXVILLE WOMEN'S OUTREACH PO BOX 244 PHOENIXVILLE PA 19460 PC ENTITY SUPPORT 2500 PLAN A HEALTH PO BOX 20066 NEW YORK NY 10025 PC ENTITY SUPPORT 5000 PLAY ON PHILLY PO BOX 8662 PHILADELPHIA PA 19101 PC ENTITY SUPPORT 5000 REACH OUT AND READ INC ROBERTS CENTER FOR PEDIATRIC RESEARCH 2716 SOUTH STREET 7TH FLOO PHILADELPHIA PA 19146 PC ENTITY SUPPORT 2500 REBUILDING TOGETHER PHILADELPHIA 4355 ORCHARD STREET PHILADELPHIA PA 19125 PC ENTITY SUPPORT 2500 ROCA INC 101 PARK STREET CHELSEA MA 02150 PC ENTITY SUPPORT 10000 SAMARITANS INC 41 WEST STREET 4TH FLOOR BOSTON MA 02111 PC ENTITY SUPPORT 30000 SHARE FOOD PROGRAM 2901 WEST HUNTING PARK AVENUE PHILADELPHIA PA 19129 PC ENTITY SUPPORT 32000 SISTERS UNCHAINED PO BOX 300902 JAMAICA PLAIN MA 02130 PC ENTITY SUPPORT 2500 SOUTH SHORE CHILDREN'S CHORUS 444 WASHINGTON STREET QUINCY MA 02169 PC ENTITY SUPPORT 2500 ST MARY'S CENTER FOR WOMEN AND CHILDREN 90 CUSHING AVENUE DORCHESTER MA 02125 PC ENTITY SUPPORT 5000 ST MARY'S NUTRITION CENTER 208 BATES STREET LEWISTON ME 04240 PC ENTITY SUPPORT 4000 SURREY SERVICES FOR SENIORS INC 60 SURRY WAY DEVON PA 19333 PC ENTITY SUPPORT 10000 THE BAKER CENTER FOR CHILDREN 53 PARKER HILL AVENUE BOSTON MA 02120 PC ENTITY SUPPORT 8000 THE CLINIC 143 CHURCH STREET PHOENIXVILLE PA 19460 PC ENTITY SUPPORT 5000 THE HAVEN PROJECT 57 MUNROE STREET LYNN MA 01901 PC ENTITY SUPPORT 4000 THE NAN PROJECT 125 HARTWELL AVENUE LEXINGTON MA 02421 PC ENTITY SUPPORT 5000 THE WILY NETWORK 189 WELLS AVENUE SUITE 301 NEWTON MA 02459 PC ENTITY SUPPORT 5000 TRANSFORMATIONAL PRISON PROJECT 50MILK STREET 16TH FLOOR BOSTON MA 02109 PC ENTITY SUPPORT 5000 TUCK SCHOOL OF BUSINESS TUCK HALL DARTMOUTH COLLEGE HANOVER NH 03755 PC ENTITY SUPPORT 500 UNITED SOUTH END SETTLEMENTS 48 RUTLAND STREET BOSTON MA 02118 PC ENTITY SUPPORT 10000 ZUMIX 260 SUMNER STREET EAST BOSTON MA 02128 PC ENTITY SUPPORT 2500 317500 0 14 99487 18 165836 OTHER INCOME 01 476 0 265799 0 265799 0 0 0 0 0 0 0 0 0 0 FORM 990-PF PREPARATION 3150 0 3150 ISHARES CORE US AGGREGATE BOND ETF, 4,559.451 SH 444899 440078 ISHARES TR AGENCY BOND ETF, 427.375 SH 45939 45840 ISHARES TR MBS ETF, 1,481.721 SH 137478 134851 ISHARES TR US TREAS BD ETF, 6,529.93 SH 149480 146336 ISHARES TR 20 YR TR BD ETF, 352.586 SH 33793 31891 SIMPLIFY EXCHANGE TRADED FUNDS SIMPLIFY MBS EFT, 2,243.913 SH 114671 112801 VANGUARD SCOTTSDALE FDS TOTAL CORPORATE BOND EFT, 2,700.325 SH 205149 204144 BARROW HANLEY INTERNATIONAL VAL I, 32,879.052 SH 344021 363971 GOLDMAN SACHS GQG PARTNERS INTL OPP I, 18,443.256 SH 268464 426408 ISHARES INC CORE MSCI EMERGING MKTS ETF, 2,869 SH 156963 150881 ISHARES TR CORE MSCI TOTAL, 2,515 SH 175799 173334 ISHARES TRUST CORE MSCI EAFE ETF, 2,294 SH 173862 173082 VANGUARD INDEX FDS VANGUARD GROWTH ETF, 3,420.281 SH 942356 1199424 VANGUARD INDEX FDS VANGUARD VALUE ETF, 7,122.984 SH 965920 1148083 VANGUARD SMALL CAP VALUE ETF, 507.864 SH 83618 95428 VANGUARD SMALL-CAP GROWTH INDEX FUND, 377 SH 96576 94333 MILL CREEK INTERNATIONAL FUND LTD.- ABSOLUTE RETURN CLASS AT COST 93592 340934 MILL CREEK ENHANCED INCOME FUND LP SERIES I AT COST 441691 567465 ORDINARY BUSINESS INCOME: LP 85-3953845 0 3935 0 OTHER INCOME: LP 85-3953845 0 1757 0 OTHER INCOME 476 476 INVESTMENT ADVISORY SERVICES 20997 20997 0 INVESTMENT RECORDKEEPING AND CUSTODY SERVICES 3839 3839 0 PF EXCISE TAXES 6349 0 0