2025-08-14T11:04:57-05:00 2024-09-30 042206126 RAPHAEL AND RAPHAEL LLP 312 STUART STREET 3RD FLOOR BOSTON MA 02116 990 2023-10-01 046827450 VAN OTTERLOO FAMILY FOUNDATION VANO 7816393625 18 SEWALL STREET MARBLEHEAD MA 01945 ERIN VAN OTTERLOO EXECUTIVE DIRECTOR 7816393625 2025-08-14 1 0 KAREN LYDON P00255755 6172101200 2023 2025-03-06 01:10:19Z ERIN VAN OTTERLOO 18 SEWALL STREET MARBLEHEAD MA 01945 5727530 0 X N/A X GRANTMAKING FOUNDATION 1996 MA BENEFIT EDUCATIONAL ORGANIZATIONS 3 2 1 0 0 0 0 0 0 0 5318397 1320948 0 0 5318397 1320948 2692475 1429069 0 0 86404 86352 0 0 0 104244 349572 2883123 1864993 2435274 -544045 40168996 48184754 1088000 575000 39080996 47609754 TO PROVIDE SUPPORT FOR EDUCATIONAL ENTERPRISES THAT DEMONSTRATE INNOVATION AND EXCELLENCE IN TEACHING AND LEARNING WHILE PLACING EMPHASIS ON THE POTENTIAL OF ALL INDIVIDUALS, TARGET UNMET EDUCATIONAL NEEDS, OR PROVIDE AN EXEMPLARY EDUCATIONAL PROGRAM. 0 0 1429069 1429069 GRANTS TO EDUCATIONAL INSTITUTIONS THAT QUALIFY AS SECTION 501 (C) (3) ORGANIZATIONS 1429069 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 MA X JOHN GILLIS 7816393625 18 SEWALL STREET MARBLEHEAD MA 01945 ROSE MARIE VAN OTTERLOO TRUSTEE 0.25 X 0 0 0 PETER WOODWARD TRUSTEE 0.25 X 0 0 0 LAWRENCE GRIFFIN TRUSTEE 0.25 X 0 0 0 ERIN VAN OTTERLOO EXECUTIVE DIRECTOR 13.00 X 79860 0 0 79860 0 0 0 0 0 0 0 609260 609260 5118270 4406582 711688 711688 711688 1320948 0 0 1320948 1429069 1429069 79860 79860 6492 6492 20500 20500 175448 175448 3527 3527 ALTRA ROCK FUND K-1 INV 72833 72833 GVA GLOBAL EQUITY K-1 I 62264 62264 TAXES 14900 14900 STATE TAX ANNUAL FILING 100 100 1864993 1429069 435924 0 453724 348528 15207959 17754900 24487313 30061326 20000 20000 40168996 48184754 20000 0 1068000 575000 1088000 575000 X 39080996 47609754 39080996 47609754 40168996 48184754 -544045 9072802 0 X 0 1 X 0 0 X X 60 BELLESINI ACADEMY 043585445 2 0 11000 0 BEVERLY BOOTSTRAPS 043254507 10 0 25000 0 BEVERLY CHILDREN'S LEARNING CENTER 237267243 2 0 25000 0 BOSTON ARTS ACADEMY 043454898 7 0 25000 0 BOSTON CHINATOWN NEIGHBORHOOD CENTER 237209691 7 0 50000 0 BOSTON DEBATE LEAGUE 593789722 7 0 25000 0 BOYS & GIRLS CLUB OF LYNN 042103924 10 0 25000 0 BRICK YARD 824777908 10 0 1000 0 CATHOLIC SCHOOLS FOUNDATION 222485502 10 0 35000 0 CENTERBOARD 043019658 10 0 50000 0 CHANGE IS SIMPLE 451463482 10 0 27000 0 CHILDS PATH INC 262646032 10 0 25000 0 CITIZENS SCHOOLS 043259160 7 0 20000 0 ELEVATED THOUGHT FOUNDATION INC 273519031 10 0 2500 0 ENDICOTT COLLEGE 042103567 2 0 50000 0 ENTREPRENEURSHIP FOR ALL LYNN 471858182 7 0 25000 0 ESPERANZA ACADEMY 731722348 2 0 4060 0 ESSEX COUNTY COMMUNITY FOUNDATION 043407816 7 0 25000 0 EXPRESS YOURSELF 043294365 7 0 50000 0 FARNSWORTH ART MUSEUM 010368070 7 0 25000 0 GRANITE UNITED WAY (WHOLE VILLAGE FAMILY) 026006033 7 0 25000 0 ESSEX COMMUNITY FOUNDATION - GREATER LAWRENCE SUMMER FUND 043407816 7 0 18000 0 ROBERT W WOODRUFF ARTS CENTER INC - HIGH ART MUSEUM 580633971 7 0 25000 0 HOLDERNESS SCHOOL 020147630 2 0 2000 0 HOPE (HOUSE OF POSSIBILITIES INC) 134246859 7 0 35000 0 JUSTICE RESOURCE INSTITUTE 042526357 10 0 2500 0 KANSAS UNIVERSITY ENDOWMENT ASSN 480547734 5 0 500 0 KINGDOM KIDS CAN CREATE 920238030 10 0 20000 0 LAKES REGION COMMUNITY SERVICES 020329795 10 0 28000 0 LEADS 310718027 7 0 40000 0 LEAP FOR EDUCATION INC 471445061 7 0 53000 0 LOWELL COMMUNITY CHARTER SCHOOL 043491690 2 0 20000 0 LYNN MUSEUM 042269520 7 0 10000 0 MCLEAN HOSPITAL 042697981 3 0 25000 0 NAPLES ART 591022882 7 0 20000 0 NEXT STEP 201750945 7 0 25000 0 NOBLE & GREENOUGH SCHOOL 042104784 2 0 3000 0 NORTH SHORE COMMUNITY COLLEGE 222485476 5 0 25000 0 NORTH SHORE COMMUNITY DEVELOPMENT COALITION 042686893 10 0 2000 0 NORTH SHORE MARITIME CENTER 854030303 10 0 30000 0 NORTHEAST ARC 042232416 7 0 25000 0 NORTHSHORE EDUCATION CONSORTIUM INC 611479553 7 0 47000 0 O-HIGHER ED 870990197 7 0 60000 0 OJAI VALLEY SCHOOL 951661099 2 0 53500 0 PACIFIC CLINICS 942295953 7 0 25000 0 PEABODY ESSEX MUSEUM 043157815 7 0 31500 0 PLUMMER YOUTH PROMISE (FORMERLY HOME) 042104844 7 0 1234 0 RAW ART WORKS 222854850 7 0 11275 0 ROOT NS INC 475454938 10 0 40000 0 SEEDMONEY 562389230 7 0 25000 0 SPUR 941498232 7 0 10000 0 STARABILITY 592516162 7 0 25000 0 TENACITY 043452763 7 0 15000 0 THACHER SCHOOL 042499107 2 0 57500 0 TOPEKA HIGH SCHOOL 481250380 2 0 500 0 TRUSTEES PROTESTANT EPISCOPAL CHURCH 042106773 1 0 1000 0 WATERFORD CONGREGATIONAL CHURCH 060693698 1 0 7500 0 WATERFORD TOWN LIBRARY 060707059 6 0 7500 0 WESTRIDGE SCHOOL 951644047 2 0 50000 0 YMCA OF NORTH SHORE 042104913 10 0 1000 0 60 1429069 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, LINE 1 THE ORGANIZATION'S GOVERNING DOCUMENTS NOTE EDUCATION CLASS FOR SUPPORTED ORGANIZATIONS. 0 CLEARANCE CANTARA 13838680 F ALTA ROCK FUND 10374767 F GVA FUND LP 5847879 F 30061326 10083205 9072802 9072802 1010403 310545 310545 1320948 1554448 0 1554448 310545 310545 1864993 PART XI, LINE 4B - OTHER ADJUSTMENTS: GROSS UP EXPENSES REFLECTED IN NET INVESTMENT INCOME ON FINANCIALS 175,448. K-1 TAX ATTRIBUTES RECLASSED FROM UNREALIZED TO REFLECT ON 990 135,097. PART XII, LINE 4B - OTHER ADJUSTMENTS: GROSS UP EXPENSES REFLECTED IN NET INVESTMENT INCOME ON FINANCIALS 175,448. K-1 TAX ATTRIBUTES RECLASSED FROM UNREALIZED TO REFLECT ON 990 135,097. 1 BELLESINI ACADEMY PO BOX 1021 LAWRENCE MA 01840 043585445 501C3 11000 0 EDUCATIONAL OPERATING ANNUAL SUPPORT BEVERLY BOOTSTRAPS 35 PARK STREET BEVERLY MA 01915 043254507 501C3 25000 0 FOOD AND HOUSING ASSISTANCE BEVERLY CHILDREN'S LEARNING CENTER 550 CABOT STREET BEVERLY MA 01915 237267243 501C3 25000 0 EDUCATIONAL FINANCIAL ASSISTANCE BOSTON ARTS ACADEMY 126 BROOKLINE AVENUE 3RD FLOOR BOSTON MA 02215 043454898 501C3 25000 0 EDUCATIONAL FINANCIAL ASSISTANCE BOSTON CHINATOWN NEIGHBORHOOD CENTER 885 WASHINGTON STREET BOSTON MA 02111 237209691 501C3 50000 0 SUPPORT OF YOUTH CENTER BOSTON DEBATE LEAGUE 1542 TREMONT STREET BOSTON MA 02120 593789722 501C3 25000 0 COLLEGE AND CAREER ADVISING BOYS & GIRLS CLUB OF LYNN 25 N COMMON STREET LYNN MA 01902 042103924 501C3 25000 0 YOUTH DEVELOPMENT CATHOLIC SCHOOL FOUNDATION 67 BATTERMARCH STREET 6TH FLOOR BOSTON MA 02110 222485502 501C3 35000 0 EDUCATIONAL FINANCIAL ASSISTANCE CENTERBOARD 16 CITY HALL SQ LYNN MA 01901 043019658 501C3 50000 0 HOUSING AND EMPLOYMENT ASSISTANCE CHANGE IS SIMPLE 100 CUMMINGS CENTER BEVERLY MA 01915 451463482 501C3 27000 0 CLIMATE EDUCATION CHILDS PATH INC 15275 COLLIER BLVD 201-359 NAPLES FL 34119 262646032 501C3 25000 0 TUITION ASSISTANCE TOWARDS SCHOLARSHIPS CITIZENS SCHOOLS 1 BEACON STREET 1500 BOSTON MA 02108 043259160 501C3 20000 0 EDUCATIONAL FINANCIAL ASSISTANCE ENDICOTT COLLEGE 376 HALE ST BEVERLY MA 01915 042103567 501C3 50000 0 EDUCATIONAL FINANCIAL ASSISTANCE ENTREPRENEURSHIP FOR ALL LYNN 175 CABOT STREET SUITE 310 LOWELL MA 01854 471858182 501C3 25000 0 SUPPORT FOR INCLUSIVE ENTREPENEURSHIP ESSEX COUNTY COMMUNITY FOUNDATION 175 ANDOVER STREET DANVERS MA 01923 043407816 501C3 25000 0 SUPPORT FOR FREE AFTER SCHOOL ART PROGRAMMING IN LAWRENCE, MA EXPRESS YOURSELF 100 CUMMINGS CENTER 165E BEVERLY MA 01915 043294365 501C3 50000 0 MENTAL HEALTH EDUCATION FARNSWORTH ART MUSEUM 16 MUSEUM STREET ROCKLAND ME 04841 010368070 501C3 25000 0 EDUCATIONAL ART-MAKING AND PUBLIC PROGRAMS GRANITE UNITED WAY (WHOLE VILLAGE FAMILY) 22 CONCORD STREET MANCHESTER NH 03101 026006033 501C3 25000 0 SUPPORT RAISE CHILDREN INITIATIVE GREATER LAWRENCE SUMMER FUND 175 ANDOVER STREET SUITE 101 DANVERS MA 01923 043407816 501C3 18000 0 SUMMER PROGRAM FUNDING HIGH MUSEUM OF ART 1280 PEACHTREE STREET NE ATLANTA GA 30309 580633971 501C3 25000 0 EDUCATIONAL ART-MAKING AND PUBLIC PROGRAMS HOPE (HOUSE OF POSSIBILITIES INC) 350 WASHINGTON STREET NORTH EASTON MA 02356 134246859 501C3 35000 0 EDUCATIONAL OPERATING ANNUAL SUPPORT KINGDOM KIDS CAN CREATE 4049 PENNSYLVANIE AVE STE 203 KANSAS CITY MO 64111 920238030 501C3 20000 0 SUMMER PROGRAM FUNDING LAKES REGION COMMUNITY SERVICES 719 N MAIN STREET LACONIA NH 03246 020329795 501C3 28000 0 TO SUPPORT ANNUAL FUND LEADS 159 WILSON STREET NEWARK OH 43055 310718027 501C3 40000 0 FELLOWSHIP FINANCIAL SUPPORT LEAP FOR EDUCATION INC 35 CONGRESS STREET SUITE 102 SALEM MA 01970 471445061 501C3 53000 0 SUPPORT PROGRAMS FOR MIDDLE AND HIGH SCHOOL STUDENTS LOWELL COMMUNITY CHARTER SCHOOL 206 JACKSON STREET LOWELL MA 01852 043491690 501C3 20000 0 EDUCATIONAL OPERATING ANNUAL SUPPORT LYNN MUSEUM 590 WASHINGTON STREET LYNN MA 01901 042269520 501C3 10000 0 EDUCATIONAL ART-MAKING AND PUBLIC PROGRAMS MCLEAN HOSPITAL 399 REVOLUTION DRIVE NO 645 SOMERVILLE MA 02145 042697981 501C3 25000 0 TOWARDS ANNUAL GIVING NAPLES ART 585 PARK STREET NAPLES FL 34102 591022882 501C3 20000 0 EXHIBITION FUNDING NEXT STEP 99 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 201750945 501C3 25000 0 EDUCATIONAL PROGRAMS TO SUPPORT TEENS AND YOUNG ADULTS WITH CHRONIC LIFE-THREATENING ILLNESSES NORTH SHORE COMMUNITY COLLEGE 1 FERNCROFT RD DANVERS MA 01923 222485476 501C3 25000 0 EDUCATIONAL FINANCIAL ASSISTANCE NORTH SHORE MARITIME CENTER 95 BANKS ROAD SWAMPSCOTT MA 01907 854030303 501C3 30000 0 FUNDING FACILITY UPGRADES NORTHEAST ARC 1 SOUTHSIDE ROAD DANVERS MA 01923 042232416 501C3 25000 0 TO SUPPORT ANNUAL FUND NORTHSHORE EDUCATION CONSORTIUM INC 112 SOHIER RD BEVERLY MA 01915 611479553 501C3 47000 0 TO SUPPORT SPECIAL EDUCATION SERVICES O-HIGHER ED 5025 THACHER RD OJAI CA 93023 870990197 501C3 60000 0 EDUCATIONAL FINANCIAL ASSISTANCE OJAI VALLEY SCHOOL 723 EL PASEO ROAD OJAI CA 93023 951661099 501C3 53500 0 EDUCATIONAL FINANCIAL ASSISTANCE PACIFIC CLINICS 499 LOMA ALTA AVE LOS GATOS CA 95030 942295953 501C3 25000 0 BEHAVIORAL HEALTH CARE AND SOCIAL SERVICES SUPPORT PEABODY ESSEX MUSEUM 161 ESSEX STREET SALEM MA 01970 043157815 501C3 31500 0 EDUCATIONAL ART-MAKING AND PUBLIC PROGRAMS RAW ART WORKS 37 CENTRAL SQUARE LYNN MA 01901 222854850 501C3 11275 0 SUPPORT AFTER SCHOOL ART PROGRAMS ROOT NS INC 35 CONGRESS ST STE 2350 SALEM MA 01970 475454938 501C3 40000 0 FINANCIAL SUPPORT FOR FOODSERVICE TRAINING AND EMPLOYMENT SEEDMONEY 3 POWDERHORN DRIVE SCARBOROUGH ME 04074 562389230 501C3 25000 0 GARDEN GRANTS AND FUNDRAISING ASSISTANCE SPUR 654 MISSION STREET SAN FRANCISCO CA 94105 941498232 501C3 10000 0 SUPPORT FOR LOCAL PLANNING AND URBAN RESEARCH STARABILITY 720 GOODLETTE FRANK ROAD N NAPLES FL 34102 592516162 501C3 25000 0 SUPPORT FOR INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TENACITY 38 EVERETT STREET SUITE 50 BOSTON MA 02134 043452763 501C3 15000 0 FINANCIAL SUPPORT FOR HELPING AT-RISK URBAN YOUTH THACHER SCHOOL 1425 BLUE HILL AVENUE MILTON MA 02186 042499107 501C3 57500 0 EDUCATIONAL FINANCIAL ASSISTANCE WATERFORD CONGREGATIONAL CHURCH 70 CROSS RD WATERFORD CT 06385 060693698 501C3 7500 0 TO SUPPORT ANNUAL FUND WATERFORD TOWN LIBRARY 49 ROPE FERRY ROAD WATERFORD CT 06385 060707059 501C3 7500 0 EDUCATIONAL FINANCIAL ASSISTANCE WESTRIDGE SCHOOL 324 MADELINE DR PASADENA CA 91105 951644047 501C3 50000 0 EDUCATIONAL FINANCIAL ASSISTANCE EYK VAN OTTERLOO GRANTOR OF FOUNDA HUSBAND OF TRUSTEE EYK VAN OTTERLOO IS THE HUSBAND OF ONE OF THE TRUSTEES WHO HAS AN INDIRECT RELATIONSHIP WITH ORGANIZATION. EYK IS THE GRANTOR OF THE FOUNDATION AND OWNS AN INTEREST IN GRANTHAM, MAYO, VAN OTTERLOO, LLC (GMO). GMO LLC IS THE COMPANY THAT MANAGES ONE OF THE MUTUAL FUND WHICH THE FOUNDATION INVESTS IN. 0 PETER WOODWARD TRUSTEE OF FOUNDATI REPRESENTATIVE OF HOLDERNESS SCHOOL 2000 CONTRIBUTION MADE TO HOLDERNESS SCHOOL DURING THE YEAR. 0 ERIN VAN OTTERLOO EXECUTIVE DIRECT REPRESENTATIVE OF ESPERANZA ACADEMY 4060 CONTRIBUTION MADE TO ESPERANZA ACADEMY 0 FORM 990, PART VI, SECTION A, LINE 2 ROSE-MARIE VAN OTTERLOO, TRUSTEE HAS A FAMILY RELATIONSHIP WITH THE EXECUTIVE DIRECTOR OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. THE FOUNDATION ONLY HAS A BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B VOLUNTEER CONTROLLER, JOHN GILLIS, RECEIVES THE 990, HE REVIEWS THE INFORMATION. FORM 990, PART VI, SECTION B, LINE 15A ERIN VAN OTTERLOO'S COMPENSATION AS EXECUTIVE DIRECTOR WAS DETERMINED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE ON THE MA ATTORNEY GENERAL PUBLIC CHARITIES WEBSITE AT HTTP://WWW.CHARITIES.AGO.STATE.MA.US/CHARITIES FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC ROSE MARIE VAN OTTERLOO - C/O VOFF 18 SEWALL STREET, MARBLEHEAD, MA 01945. PETER WOODWARD - C/O VOFF 18 SEWALL STREET, MARBLEHEAD, MA 01945. LAWRENCE GRIFFIN - C/O VOFF 18 SEWALL STREET, MARBLEHEAD, MA 01945.