2025-03-20T11:10:46-05:00 2024-11-30 881478669 CBIZ ADVISORS LLC 1 CANAL PLAZA 4TH FLOOR PORTLAND ME 04101 990PF 2023-12-01 043340127 PIECEWORK PARTNERS PIEC 3392229439 16 BAY ROAD SOUTH PORTLAND ME 04106 CAROLYN BIRMINGHAM TRUSTEE 3392229439 2025-03-18 1 1 KIRK PURVIS P00439837 2073527600 2025-03-18 2023 2025-03-06 01:10:19Z X 5242327 X X 117049 117049 117049 196138 985461 196138 0 313187 313187 117049 26276 0 7652 18624 128185 0 37328 90857 35 0 10 25 18094 0 5269 12825 21935 16886 18356 3579 18256 0 5316 12940 14546 0 4236 10310 133521 0 38882 94639 360848 16886 117049 243799 55250 55250 416098 16886 117049 299049 -102911 296301 0 484051 559818 559818 4191327 4682509 4682509 4675378 5242327 5242327 0 0 X 0 0 0 0 4675378 5242327 4675378 5242327 4675378 5242327 4675378 -102911 669860 5242327 0 5242327 PUBLICLY TRADED SECURITIES 985461 789323 196138 196138 196138 0 4119 0 4119 0 4119 1040 0 0 0 1040 0 3079 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 1 0 0 0 1 N/A STEPHEN BIRMINGHAM 2077768967 16 BAY ROAD SOUTH PORTLAND ME 04106 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CAROLYN BIRMINGHAM 2 BLUFF ROAD SOUTH PORTLAND ME 04106 TRUSTEE 1.00 0 0 0 RICHARD O'TOOLE 17 KINSLEY ROAD ACTON MA 01720 TRUSTEE 1.00 0 0 0 SCOTT CONNERY 5 SHORE LANE CLINTON MA 01510 TRUSTEE 1.00 0 0 0 JAIME REGAN 3 LEWIS GORDON CIRCLE MIDDLEBORO MA 02346 DIRECTOR 40.00 26276 0 0 NONE 0 NONE 0 THE FOUNDATION PROVIDES DISADVANTAGED YOUTHS WITH SOCIAL SERVICES, EXTRACURRICULAR ACTIVITIES AND MENTORS IN ORDER TO ENCOURAGE THEM TO STAY IN SCHOOL. THE FOUNDATION'S ACTIVITIES BENEFIT STUDENTS IN THE FOLLOWING MASSACHUSETTS COMMUNITIES: FITCHBURG, CLINTON, FRAMINGHAM, AND STOUGHTON. 299049 0 4421796 320596 0 4742392 0 0 4742392 71136 4671256 233563 X 299049 0 299049 1997-10-30 X 0 0 0 59642 59642 0 0 0 50696 50696 299049 226204 217439 150059 892751 0 0 0 0 0 299049 226204 217439 150059 892751 0 0 155709 139119 155767 175011 625606 0 0 0 0 CAROLYN BIRMINGHAM CAROLYN BIRMINGHAM 2 BLUFF ROAD SOUTH PORTLAND ME 04106 3392229439 IN WRITING, THE PURPOSE OF THE EDUCATION ASSISTANCE NEEDED N/A N/A ADDITIONAL GRANTS TO 11 INDIVIDUALS 16 BAY ROAD SOUTH PORTLAND ME 04106 NONE I GENERAL 9500 ANASTASIA YANG 568 ASHBURNHAM STREET FITCHBURG MA 01420 NONE I GENERAL 1500 GABRIELE CARVALHO 2A UNIVERSAL STREET FRAMINGHAM MA 01702 NONE I GENERAL 1250 JACQUELINE LASKOWSKI 424 CLARK STREET GARDNER MA 01440 NONE I GENERAL 1500 JOY KUNDA 110 FONTAINE STREET MARLBOROUGH MA 01752 NONE I GENERAL 1250 MARILYN MEJIA 47 2ND STREET APT A FRAMINGHAM MA 01702 NONE I GENERAL 1250 MELANIE ALDANA 135 IRVING STREET APT 2 FRAMINGHAM MA 01702 NONE I GENERAL 2500 AVA ASKREN 88 FRONT STREET CLINTON MA 01510 NONE I GENERAL 2500 VICTOR BELAN 654 BAY ROAD STOUGHTON MA 02072 NONE I GENERAL 2500 SHARO CARDENAS 59 STERLING STREET CLINTON MA 01510 NONE I GENERAL 2500 ZOE GRAHAM 981 PLEASANT STREET LEOMINSTER MA 01453 NONE I GENERAL 2500 MONALISA KHATIWADA 23 MCCORMICK TERRACE APT 30 STOUGHTON MA 02072 NONE I GENERAL 2500 ESTELLA LEBLANC 41 FOREST STREET APT 2F FITCHBURG MA 01420 NONE I GENERAL 2500 JESSICA LOPEZ 7A HARMONY LANE FRAMINGHAM MA 01702 NONE I GENERAL 2500 KAYLEE LUCAS 16 PRESCOTT STREET CLINTON MA 01510 NONE I GENERAL 2500 LUAN MEIRA 20 BONITO DRIVE FRAMINGHAM MA 01701 NONE I GENERAL 2500 THIAGO PEREIRA 214 EAST STREET CLINTON MA 01510 NONE I GENERAL 2500 VANESSA RUELA 34 SUMMIT STREET CLINTON MA 01510 NONE I GENERAL 2500 EMILY SILVA 20 BISHOP DRIVE FRAMINGHAM MA 01702 NONE I GENERAL 2500 MILLENA SILVA 15 PAUL PLACE WHITINSVILLE MA 01588 NONE I GENERAL 2500 KYU YANG 568 ASHBURNHAM STREET FITCHBURG MA 01420 NONE I GENERAL 2500 VERDA ANNAN 19 ROSE GARDEN LANE LUNENBURG MA 01462 NONE I GENERAL 1500 55250 0 14 117049 18 196138 0 313187 0 313187 3 INVESTMENT INCOME CONSISTS OF INTEREST, DIVIDENDS AND CAPITAL 4 GAINS/LOSSES. THIS INCOME IS THE PRIMARY MEANS BY WHICH THE 8 ORGANIZATION ACCOMPLISHES ITS CHARITABLE PURPOSE. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 18094 0 5269 12825 FIDELITY INVESTMENTS FMV 4682509 4682509 LEGAL FEES 35 0 10 25 GROUP ACTIVITIES - STP 38742 0 11282 27460 SUMMER PROGRAM - TUITION 59800 0 17414 42386 INSURANCE 3310 0 964 2346 INDIVIDUAL MENTEE EXPENSES 18632 0 5426 13206 SUPPLIES 235 0 68 167 TUITIONS, EXTRA CURR, ETC - ST 570 0 166 404 SUPPLIES - SP 11113 0 3236 7877 BANK SERVICE CHARGES 3 0 1 2 SUBSCRIPTIONS 1116 0 325 791 CURRENT YEAR CHANGE IN UNREALIZED GAIN 669860 INVESTMENT MANAGEMENT FEES 16886 16886 16886 0 PAYROLL PROCESSING 5049 0 1470 3579 PAYROLL TAXES 12879 0 3750 9129 FEDERAL TAXES 4499 0 1310 3189 MA FILING FEES 878 0 256 622