2025-05-12T12:35:41-05:00 2024-06-30 135665207 KPMG LLP 60 South Street Boston MA 02111 990 2023-07-01 042710013 Bruce J Anderson Foundation C/O Boston Foundation Inc BRUC 6173381700 75 Arlington Street Fl 3 Boston MA 021163936 Kate Guedj Treasurer 6173381700 2025-05-12 1 0 Kimberly Mac Namee P02479140 6179881000 2023 2025-03-06 01:10:19Z Kate Guedj 75 Arlington Street Fl 3 Boston MA 021163936 583887 0 X N/A X 1980 MA The Bruce J. Anderson Foundation supports organizations in the fields of environmental protection, historic preservation, the arts and mental health in Cape Ann and the Nashua River Watershed. 5 3 0 3 0 0 0 0 0 0 43181 44331 0 0 43181 44331 254387 210465 0 0 0 0 0 0 0 80558 83872 334945 294337 -291764 -250006 5686596 5891996 254512 212465 5432084 5679531 Grantmaking: To assist in the fields of environmental protection, historic preservation, the arts and mental health in Cape Ann and the Nashua River Watershed. 0 0 241038 210465 Grantmaking: To assist in the fields of environmental protection, historic preservation, the arts and mental health in Cape Ann and the Nashua River Watershed. 241038 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 MA X X Brian Douglas 6173381700 75 Arlington Street Boston MA 02116 Kate Guedj Treasurer & Trustee 0.50 50.00 X X 0 392052 66246 Julie Smith-Bartoloni Trustee 0.50 50.00 X 0 182864 49556 Barbara Brammer Clerk & Trustee 1.00 0.00 X X 0 0 0 Molly O'Donnell President & Trustee 1.00 0.00 X X 0 0 0 CA Webb Trustee 0.25 1.00 X 0 0 0 0 574916 115802 0 0 1 0 0 40213 40213 543674 539556 4118 4118 4118 44331 0 0 44331 210465 210465 72987 30000 42987 10312 10312 573 573 294337 241038 53299 0 230092 216371 2816812 3136324 2639692 2539301 5686596 5891996 10125 4000 244387 208465 254512 212465 X 5432084 5679531 5432084 5679531 5686596 5891996 -250006 497453 0 X 0 1 X 1 0 X X X 38 Boston Foundation Inc 042104021 8 1 2000 0 Action Inc 042389332 7 0 10000 0 Ayer Shirley Regional High School 272558415 7 0 3000 0 Cape Ann Art Haven Inc 331205255 7 0 8000 0 Cape Ann Plein Air Inc 824554884 7 0 2000 0 Casa Project Inc 042711865 7 0 5000 0 Clear Path For Veterans New England Inc 820681735 7 0 8000 0 Eliot Community Human Services Inc 042316924 7 0 10000 0 Essex County Green Belt Association Inc 042664297 7 0 5000 0 Essex Historical Society and Shipbuilding Museum Inc 510185873 7 0 6000 0 Express Yourself Inc 043294365 7 0 6000 0 Flynn Center for the Performing Arts Ltd 030277052 7 0 5000 0 Friends of Northshore Education Consortium Inc 611479553 7 0 3000 0 Gloucester Adventure Inc 043020719 7 0 5000 0 Gloucester Cultural Initiative Inc 821890312 7 0 5000 0 Gloucester Education Foundation 571224669 7 0 7000 0 Gloucester Marine Genomics Institute Incorporated 463020006 7 0 7000 0 Gloucester Stage Company Inc 042485199 7 0 5000 0 Groton Hill Music Inc 042867945 7 0 3000 0 Harvard Conservation Trust 237305157 7 0 5000 0 Harvard Cultural Collaborative 473686280 7 0 5000 0 Healing Abuse Working for Change Inc 042655367 7 0 11000 0 Ipswich River Watershed Association Inc 042615125 7 0 3000 0 Jonathan Bayliss Society Inc 831891575 7 0 2000 0 Justice Resource Institute Inc 042526357 7 0 6250 0 Lobster Conservancy 010507500 7 0 2965 0 Manship Artist Residence and Studios Inc 475404477 7 0 4000 0 Nashua River Watershed Association Inc 237055674 7 0 5000 0 North Shore Alliance of Gay & Lesbian Youth 043399331 7 0 10000 0 North Shore Health Project Inc 222978638 7 0 8000 0 Ocean Alliance Inc 222573677 7 0 8000 0 Rockport Exchange Corporation 473907337 7 0 4000 0 Salem Sound 2000 Inc 043354518 7 0 3000 0 The Open DoorCape Ann Food Pantry Inc 222513482 7 0 6000 0 The Resolution Center 223293939 7 0 6250 0 Towngreen Inc 874054939 7 0 4000 0 Wellspring House Inc 042735048 7 0 4000 0 YMCA of the North Shore Inc 042104913 7 0 8000 0 38 210465 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 Part IV, Section A, Line 1 There is governing body overlap and financial supervision from the supported organization, The Boston Foundation, Inc. The Bruce J. Anderson Foundation made grants to organizations that are designated by class or purpose in the articles organization. The articles of organization name the Boston Foundation as the supported organization. In accordance with its purpose of supporting the Boston Foundation, the Anderson Foundation also made grants to organizations that are designated by class or purpose in its articles of organization. The articles of organization list the class or purpose as: preventive programs, direct services, and new initiatives in the fields of mental health (focusing on young adults, treatment, research and suicide prevention), environmental protection, historic and archival preservation, and the arts in the geographic areas of Cape Ann (Gloucester, Rockport, Essex and Manchester-by-the-Sea), and the communities of Harvard, Ayer, Groton, Pepperell, Shirley and Townsend. 0 Securities 2539301 F 2539301 X Part X, Line 2: The Foundation has not taken any tax positions which would have a material effect, individually or in the aggregate, upon the Foundation's consolidated financial statements. The Foundation believes it has not taken any significant uncertain tax positions or any tax positions that would jeopardize the Foundation's tax-exempt status. 1 Action Inc 180 Main Street Gloucester MA 01930 042389332 501(c) (3) 10000 0 Youth Development Cape Ann Art Haven Inc 20 Maplewood Avenue Unit B Gloucester MA 01930 331205255 501(c) (3) 8000 0 Operating Support/Annual Fund Clear Path For Veterans New England 84 Antietam Street Devens MA 01434 820681735 501(c) (3) 8000 0 Human Services Eliot Community Human Services Inc 125 Hartwell Avenue Lexington MA 02421 042316924 501(c) (3) 10000 0 Youth Development Essex Historical Society and Shipbuilding Museum Inc PO Box 277 Essex MA 01929 510185873 501(c) (3) 6000 0 Youth Development Express Yourself Inc 100 Cummings Center Suite 165E Beverly MA 01915 043294365 501(c) (3) 6000 0 Operating Support/Annual Fund Gloucester Education Foundation PO Box 1104 Gloucester MA 01931 571224669 501(c) (3) 7000 0 Arts Gloucester Marine Genomics Institute Incorporated 55 Blackburn Center Gloucester MA 01930 463020006 501(c) (3) 7000 0 Environment/Wildlife/Agriculture Healing Abuse Working for Change Inc 27 Congress Street Salem MA 01970 042655367 501(c) (3) 11000 0 Family Support Justice Resource Institute Inc 160 Gould Street Suite 300 Needham MA 02494 042526357 501(c) (3) 6250 0 Youth Development North Shore Alliance of Gay Lesbian Bisexual and Transgender Youth (nAGL 2 East India Square Witch City Mall 121 Salem MA 01970 043399331 501(c) (3) 10000 0 Youth Development North Shore Health Project 5 Center Street Gloucester MA 01930 222978638 501(c) (3) 8000 0 Health Care Ocean Alliance 32 Horton Street Gloucester MA 01930 222573677 501(c) (3) 8000 0 Environment/Wildlife/Agriculture The Open DoorCape Ann Food Pantry Inc 28 Emerson Avenue Gloucester MA 01930 222513482 501(c) (3) 6000 0 Human Services The Resolution Center Inc 100 Cummings Center Suite 307-J Beverly MA 01915 223293939 501(c) (3) 6250 0 Youth Development YMCA of the North Shore Inc 245 Cabot Street Beverly MA 01915 042104913 501(c) (3) 8000 0 Youth Development 16 Part I, Line 2: Grantees provide periodic reports outlining expenditure and utilization of grant funds. Staff actively monitor grantee progress toward grant goals. New funds are not granted until satisfactory review of reporting. 0 1 0 0 0 0 0 0 0 Kate Guedj Treasurer & Trustee 0 366588 0 19000 0 6464 0 35820 0 30426 0 458298 0 0 Julie Smith-Bartoloni Trustee 0 175065 0 6069 0 1730 0 11160 0 38396 0 232420 0 0 Part I, Line 4b Kate Guedj participated in a Supplemental Employee Retirement Plan (SERP). The total SERP contributions for the above participant for the calendar year ended December 31, 2023 were as follows: Non-Taxable Kate Guedj $16,020 Schedule J, Part I, Line 3 Methods to establish compensation: No member of the Bruce J. Anderson Foundation is compensated by the Bruce J. Anderson Foundation. The methods used to establish compensation for Kate Guedj, VP and Chief Philanthropy Officer and Julie Smith-Bartoloni, of the Boston Foundation, Inc., reflect the methods employed by the Boston Foundation, Inc., a supported organization. Form 990, Part VI, Section A, line 2 Kate Guedj, an officer and trustee and Julie Smith -Bartoloni, a trustee, of Bruce J. Anderson Foundation are employed by the Boston Foundation, Inc. C.A. Webb is a trustee of the Bruce J. Anderson Foundation and is a trustee of the Boston Foundation, Inc. Form 990, Part VI, Section B, line 11b A copy of the complete Form 990, with all required schedules, was provided to all members of the governing body prior to filing. Form 990, Part VI, Section B, line 12c From time to time, the Bruce J. Anderson Foundation may make grant awards to organizations in which officers, directors or board members have a relationship. Board members complete a conflict of interest statement indicating their relationships. Board members who approve grants excuse themselves from specific votes pertaining to organizations in which they have a relationship. Form 990, Part VI, Section B, line 15 The Bruce J. Anderson Foundation does not compensate any officer, director, trustee or key employees. Those trustees who serve as representatives of the Foundation's supported organization, Boston Foundation, Inc., are employed by that organization. The Boston Foundation, Inc., sets executive compensation by utilizing an external consultant who conducts a survey. The results of the survey are presented to the Compensation Committee of the Board of the Boston Foundation, Inc., who reviews and determines compensation for its executives each fiscal year. Form 990, Part VI, Section C, line 19 Documents required by law are made available to the public upon request. IRS Form 990 is also available on Guidestar.org. Boston Foundation Inc 75 Arlington Street Boston MA 02116 042104021 Community Support MA 501(c)(3) Line 8 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0