2024-11-15T09:18:54-06:00 2023-12-31 020325043 McLane Middleton Professional Assoc PO Box 326 Manchester NH 031050326 990PF 2023-01-01 274392768 The Saab Family Foundation SAAB 6034013888 579 East Merrimack Street Lowell MA 01852 Elisia Saab Trustee 6034013888 2024-11-15 1 0 William V A Zorn P00291996 6036256464 2024-11-14 2023 2024-10-15 13:58:12Z X 18047299 X X 1217 1217 534360 483328 -19855 7658109 0 25508 25508 541230 510053 0 0 0 10764 0 0 18141 0 0 128964 110956 3000 157869 110956 3000 873000 873000 1030869 110956 876000 -489639 399097 190183 2765 1017428 1008486 476578 1909693 3970710 3985132 6219889 5917060 7277091 723179 986509 988918 5984148 4189833 5316815 16044520 16072598 18047299 0 529143 0 529143 X 4000000 4000000 0 0 12044520 11543455 16044520 15543455 16044520 16072598 16044520 -489639 0 15554881 11426 15543455 Publically traded securities-MS 923 2616140 2594476 21664 21664 Publically traded securities-MS 923 1418045 1405685 12360 12360 Publically traded securities-MS 923 387174 384115 3059 3059 Publically traded securities-MS 339 1220678 1238227 -17549 -17549 Publically traded securities-MS 339 1973573 2043219 -69646 -69646 Publically traded securities-MS 339 13858 12242 1616 1616 Publically traded securities-MS 339 4 4 4 Capital Gains Dividends P 28637 28637 28637 -19855 5547 0 5547 0 5547 5792 0 5700 0 11492 0 5945 5945 0 0 0 0 0 0 0 0 0 0 0 1 1 NH MA 1 0 0 0 0 1 www.saabfamilyfoundation.org Elisia M Saab 6034913888 579 East Merrimack Street Lowell MA 01852 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 Elisia M Saab 396 Andover Street Lowell MA 01852 Trustee, Chair, Treasurer 1.60 0 0 0 Mark A Saab 396 Andover Street Lowell MA 01852 Trustee 1.60 0 0 0 Analise S Brown 45 Clark Road Lowell MA 01853 Trustee 1.60 0 0 0 Tricia L Albert 29 Northwestern Drive Salem NH 03079 Trustee 1.60 0 0 0 Alana T Saab 540 6th Avenue New York NY 10011 Trustee 1.60 0 0 0 NONE 0 NONE 0 Provide funds to charitable organizations in the Lowell, MA and Salem, NH areas that provide assistance to low-income individuals, youth and homeless individuals. 659500 High school and college scholarships for deserving local youth of limited economic means. 213500 0 16299470 1193653 0 17493123 0 0 17493123 860000 16633123 831656 831656 5547 5547 826109 0 826109 0 826109 876000 0 876000 826109 870469 0 0 876000 870469 0 0 5531 0 0 0 0 0 0 0 0 820578 0 0 0 Board of Directors 27 Northwestern Drive Salem NH 03079 6034756162 grant@saabfamilyfoundation.org Application should include information on the applicant, reason for the request for a grant, and budget information. October 15 for grant applications The Foundation focuses in the areas of fostering education, supporting youth, elderly, disabled and low income individuals, addressing housing and homelessness and fostering social responsibility Board of Directors 27 Northwestern Drive Salem NH 03079 6034756162 Grant@saabfamilyfoundation.org Scholarship applications should include grade transcript, statement demonstrating financial need, latest tax return, list of liabilities and letters of recommendation. May 15 for scholarship applications The Foundation focuses in the areas of fostering education for youth who might not be able to pursue continued education without financial assistance. A Place to Turn 99 Hartford Street Natick MA 01760 None PC Eat Fresh at a Place to Turn 5400 Aaliyah Veras 58 Bennington St Apt 3 Lawrence MA 01841 None I Scholarship 2500 Abigail Reyes 102 Broadway 2nd Floor Methuen MA 01844 none I Scholarship 1000 Able to Serve - New England Inc 16 Middle Street 801 Lowell MA 01852 none PC Hope for Women with Children 3000 Academy of Notre Dame Tyngsboro 180 Middlesex Road Tyngsboro MA 01879 none PC Tuition & Nutrition Assistance for Low income students at NDA 25000 Ada Yu 27 Crooked Pond Drive Boxford MA 01921 none I scholarship 5000 Adriel Javier 119 Bailey Street Lawrence MA 01843 None I Scholarship 3000 Aidan Fitzpatrick 176 Humphrey Street Lowell MA 01850 none I Scholarship 4000 Alexis Vitorino 177 Westfall Road Pelham NH 03076 none I Scholarship 4500 Anthony Santos 14 Anna Louise Drive Hudson NH 03051 none I Scholarship 5000 Arts in Reach PO Box 326 Portsmouth NH 03802 None PC program support 10000 Ashton Correia 14 Caledonia Ave Dracut MA 01826 None I Scholarship 4000 Ava Machado 55 Stromquist Avenue Lowell MA 01852 None I Scholarship 3000 Benjamin Weed 5 Long Hill Road Stratham NH 038852274 None I Scholarship 3500 Beyond Soccer 280 Merrimakc St Suite 311 Lawrence MA 01843 None PC Going "Beyone" for Lawrence Youth 10000 Boys & Girls Club of Greater Billerica 19 Campbell Road Billerica MA 01821 None PC Get Real program 5000 Boys & Girls Club of Greater Lowell 657 Middlesex Street Lowell MA 01851 None PC Out of school programming 25000 Boys & Girls Club of Lawrence 136 Water Street Lawrence MA 01841 none PC out of school programming 20000 Breakthrough Manchester 2108 River Road Manchester NH 03104 none PC summer programming 7500 Camp Words Unspoken PO Box 143 Westfield MA 01085 None PC therapeutic program 5000 Catherine Johnson 21 Quail Run Lane Pelham NH 03076 none I Scholarship 3500 Catie's Closet Inc 28 Loon Hill Road Dracut MA 01826 none PC SOS (Special Order System) urgent request 20000 Challenge Unlimited at Ironstone Farm 450 Lowell Street Andover MA 01810 None PC General operations 25000 Dalton Luce 133 Emanuel Drive Boxborough MA 10719 None I Scholarship 4000 Daniel Avila 32 Arlington Street Lawrence MA 01841 none I Scholarship 3000 Derek Wilkinson 75 Villa Roma Drive Tewksbury MA 01876 None I Scholarship 4000 Discovery Museum 177 Main Street Acton MA 01720 None PC Discovery science - Lowell 33000 Eleni Clermont 234 Crawford St Lowell MA 01854 none I Scholarship 3000 Erin McCabe 61 Van Greenby Road Lowell MA 01851 None I Scholarship 3500 Esperanza Academy 198 Garden Street Lawrence MA 01840 None PC Music therapy for at-risk middle school girls 10000 Ethan Truong 3 Zackney Drive Billerica MA 01821 None I Scholarship 4000 Evan Mendonca 70 Harold Place Tewksbury MA 01876 none Scholarship 4000 Evelynn Pelletier 24 Keating Lane Dracut MA 01826 none I Scholarship 4000 Family Promise of Southern New Hampshire PO Box 450 Nashua NH 03061 None PC FPSNH residential program 10000 Felicia Vitorino 177 Westfall Road Pelham NH 03076 none I Scholarship 3000 Gaining Ground 341 Virginia Road Concord MA 01742 None PC Farm-fresh food for Middlesex County residents experiencing food insecurity 25000 Gloucester Marine Genomics Institute 417 Main Street Gloucester MA 01930 None PC STEM & biotechnology education enrichment 10000 Grace Mattsen 185 Old Westford Road Chelmsford MA 01824 none I scholarship 2000 Habitat for Humanity of Greater Lowell 65 Tadmuck Road Westford MA 01886 None PC critical home repairs for seniors 25000 Hannah Mattsen 185 Old Westford Road Chelmsford MA 01824 none I Scholarship 2500 Isabella Cesar 50 Berry Road Lowell MA 01854 none I Scholarship 4000 Isaiah Veiga 132 Old Pasture Road Dracut MA 01826 none I Scholarship 2000 Joanirelys Rodriguez 10 Cutler Street Lawrence MA 01843 none I Scholarship 2000 Julia Terra-Salomao 1 Woodland Drive Hudson MA 01749 None I Scholarship 2000 Julia Vasconcelos 106 Valley Road Dracut MA 01826 none I Scholarship 3500 Juliah Breen 49 Daniels Street Lowell MA 01852 none I Scholarship 3500 Julian Massari 241 River Street 2 Cambridge MA 02139 None I Scholarship 2500 Kadey Vannett 314 Pelham Street Methuen MA 01844 none I Scholarship 3000 Kaitlyn Arias 1091 Riverside Drive Methuen MA 01844 none I Scholarship 4000 Kate Santos 4 Cider Lane Dracut MA 01826 none I Scholarship 5000 Kids in Tech Inc 660 Suffolk Street Suite 125 Lowell MA 01854 None PC Expansion program 6000 LEAP for Education 15 Congress Street 102 Salem MA 01970 None PC Adult program 25000 Lily Angluin 101 Surrey Lane Dracut MA 01826 None I Scholarship 2000 Lovelane Special Needs Horseback Riding Program 40 Baker Bridge Road Lincoln MA 01773 None PC Susan McDaniel Tuition Assistance Program 7500 Lowell Community Charter Public School 206 Jackson Street Lowell MA 01852 None PC Free school-based out-of-school-time program 10000 Lowell Parks & Conservation Trust PO Box 7162 Lowell MA 01851 None PC Lowell leadership in stewardship 10000 Lowell Youth Leadership Program Inc 2 Belmont Street Lowell MA 01851 None PC Lowell Youth Leadership Program (LYLP) 2024 summer camp 25000 Luke Silva 31 Hanson Terrace Lowell MA 01851 None I Scholarship 3000 Lydia Gugliuzza 7 Deer Run Road Haverhill MA 01832 None I Scholarship 3500 Mablean Ntoro 29 Read Street Lowell MA 01850 None I Scholarship 3500 Madeline Roma 16 Oak Street Tyngsborough MA 01879 None I Scholarship 3000 Marguerite's Place Inc 87 Palm Street Nashua NH 03060 None PC Transitional housing & stablization supports for familes experiencing homelessness 6600 Massachusetts Alliance of Portuguese Speakers 1046 Cambridge Street Cambridge MA 02139 None PC Immigrant & Elder immigration services 10000 Mayhew PO Box 120 Bristol NH 03222 None PC camp and mentoring for at-risk boys 5000 Meals on Wheels of Hillsborough County 395 Daniel Webster Highway PO Box 910 Merrimack NH 03054 None PC Meals on wheels delivery program 25000 Meghan Boucher 18 Independence Road Pepperell MA 01463 None I Scholarship 4000 Merrimack College 315 Turnpike Road North Andover MA 01845 None PC Merrimack College Jail Education Program 25000 Merrimack Repertory Theatre 132 Warren Street Lowell MA 01852 none PC MRT's partners in education 5000 Merrimack Valley Dream Center 60 Island Street Lawrence MA 01840 None PC Mobile food pantry 10000 Merrimack Valley Food Bank 735 Broadway Street Lowell MA 01854 None PC Operation Nourish 15000 Merrimack Valley Robotics Inc PO Box 1152 Lowell MA 01853 None PC FIRST Robotics competition team 5962 2000 Merrimack Valley YMCA 360 Merrimack Street 270 Lawrence MA 01843 None PC Adelante Education Center 10000 Miguel Vasconcelos 106 Valley Road Dracut MA 01826 none I Scholarship 2500 Mikayla Cavaleiro 70 Nina Drive Tewksbury MA 01876 None I Scholarship 3000 My Breast Cancer Support PO Box 1576 Portsmouth NH 03802 None PC Patient assistance grant program 5000 Mykaela Correia 14 Caledonia Ave Dracut MA 01826 None I Scholarship 3000 Natalie Barros 3 Wintergreen Drive Tyngsboro MA 01879 None I Scholarship 3000 Nick Ramos 130 Spruce Street 2 Lawrence MA 01841 None I Scholarship 3000 Noah Tierney-Honan 77 Chapman Street Dracut MA 01826 None I Scholarship 3500 Olivia Filomeno 140 Middle Road Brentwood NH 03833 None I Scholarship 5000 Olivia Porto 24 Lannan Drive Pelham NH 03076 none I Scholarship 5000 On Belay PO Box 391 Newmarket NH 03857 None PC General operations 5000 Operation Care for Troops PO Box 1604 Nashua NH 03061 None PC Holiday stockings for veterans in transition and low income children 10000 Owen O'Brien 6 Charme Road Billerica MA 01821 None I Scholarship 3000 Project Home Again 123 Tewskbury Street Andover MA 01810 None PC Household goods distribution to low-income families 10000 Project LEARN 58 Prescott Street Suite C Lowell MA 01852 None PC General operations 22500 Reach Out and Read Inc 89 South Street 201 Boston MA 02111 None PC General operations 10000 Riley Mulvey 36 West Duston Raod Salem NH 03079 None I Scholarship 3000 Ryan Cabral 12 Saddle Road Dracut MA 01826 none I Scholarship 2000 Ryan Donnelly 40 West Duston Road Salem NH 03079 none I Scholarship 2000 Sandra Watne 52 Lawrence Street Wilmington MA 01887 none I Scholarship 3500 Sarah Pontbriant 12 Axletree Road Tyngsboro MA 01879 None I Scholarship 4000 Sophia deMari 9 Coolidge Drive Tyngsborough MA 01879 none I Scholarship 1500 Suenos Basketball 2 Linden Street Lawrence MA 01841 None PC Suenos Basketball making a positive difference 25000 Sydney Manchester 6 Filbert Street Methuen MA 01844 none I Scholarship 3000 Taylor Marerro 14 Mount Vernon Street Haverhill MA 01830 None I Scholarship 3500 Teaghan Casey 6 Beacon Hill Road Hooksett NH 03106 none I Scholarship 5000 The Outreach Program EndHunger NE (EHNE) Regional Office 93 Whiffletree Lane Marshfield MA 02050 None PC EndHunger NH - Essex County Hunger Relief Program 25000 The Wish Project Inc PO Box 8693 Lowell MA 01853 None PC Special projects for children & families 15000 ThinkGive Inc PO Box 92 Concord NH 01742 none PC General operations - program expansion to underserved youth in Middlesex & Essex counties 7500 Thomas Juhasz 463 Autumn Lane Carlisle MA 01741 none I Scholarship 5000 Torrance Wagner 314 N Amherst Road Bedford NH 03110 none I Scholarship 4000 Travis VanDinter 47 Kerry Street Lowell MA 018502225 none I Scholarship 3500 Tristan Correia 14 Caledonia Ave Dracut MA 01826 None I Scholarship 4000 University of Massachusetts Lowell One Perkins Street Lowell MA 01854 None PC Azores cultural immersion & writing retreat/study abroad program 25000 Up With Books Inc 51 Middlesex Street 116 North Chelmsford MA 01863 None PC Every Summer has a story 3500 Victoria Fagundes 3 Kayla Lane Pepperell MA 01463 None I Scholarship 3000 William Witkos 133 Sesame Street Dracut MA 01826 none I Scholarshi 3000 Yerissel Tavarez 38 Eastbrook Place Methuen MA 01844 none I Scholarship 3000 Yessenia Tavarez 38 Eastbrook Place Methuen MA 01844 None I Scholarship 3000 YMCA of Greater Nashua 10 Cotton Road Suite 1 Nashua NH 03063 None PC General operations - Power Scholars Academy 20000 Yoga In Action PO Box 265 Greenland NH 03840 None PC Yoga in Action 2023 5000 873000 0 14 1217 14 534360 14 25508 18 -19855 0 541230 0 541230 0 0 0 0 0 0 0 0 0 0 The Foundation makes significant cash grants each year to orther organizations and as scholarships. It requires cash in excess of 1.5% of its total assets to do so. Bank of America Corp 6.1% 84435 84417 Bank of America Corp 6.5% 100132 99880 Charles Schwab Corp 5.375% 97955 98508 Citigroup Inc. Corp 5% 167806 174833 JP Morgan Chase Corp 6.75% 153531 150098 Wells Fargo & Co 5.875% 103397 104231 Comerica Inc 5.625% 79250 75457 Goldman Sachs 5.30% 71471 72962 Northern Trust Corp 4.6% 128532 128532 Morgan Stanley - stocks details available on request 5917060 7277091 2577993 2568783 1392717 1416349 Morgan Stanley - ETF details available on request AT COST 2572300 3136364 Morgan Stanley - mut fnd details available on request AT COST 1119465 1275367 HF Milleninium Intl CL AT COST 83421 490693 Mountaingate Capital Fund II_FF LP AT COST 409647 409647 PE Premr Oaktree XII OFSHR AT COST 5000 4744 Professional Fees 10764 0 0 Book to Tax Timing differences 11409 Non deductible investment expense 17 Investment Fees & exp - 52923 28500 22906 0 Investment Fees - 80653 4311 0 0 Investment Fees & exp - 68339 88050 88050 0 Scholarship mgmt system 3000 0 3000 Other expense 214 0 0 Investment Fees - Mountaingate Fund 4889 0 0 Other Income - 68339 689 689 689 Non-dividend distribution #52923 5692 5692 5692 Non-dividend distribution #68339 19068 19068 19068 Mountaingate Cap Fd II 59 59 59 Outstanding grant, scholarship, and other payments 0 529143 Foreign Taxes - 52923 175 0 0 Foreign Taxes - 68339 13866 0 0 Federal Excise Taxes 4100 0 0