2026-08-11T10:37:51-05:00 2025-12-31 042595327 O'CONNOR MALONEY & CO CPA'S 1 MERCANTILE STREET SUITE 760 WORCESTER MA 01608 990PF 2025-01-01 043427585 THE ROBERT E EVANS AND KATHLEEN K EVANS FAMILY FOUNDATION INC ROBE 5088294571 37 HARVEST CIRCLE HOLDEN MA 01520 KATHLEEN K EVANS TREASURER 5088294571 2026-07-21 1 STEVEN A THEBODO P00738756 5087576391 2026-07-21 2025 2025-03-06 01:10:19Z X 194992 X X 4326 2668 0 4326 2668 0 0 0 1327 1327 0 1327 1327 0 3480 3480 4807 1327 3480 -481 1341 31350 27873 27873 149956 152952 167119 181306 180825 194992 0 0 X 0 0 0 0 181306 180825 181306 180825 181306 180825 181306 -481 0 180825 0 180825 19 0 19 0 19 0 0 19 0 19 0 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A THE FOUNDATION 5088294571 37 HARVEST CIRCLE HOLDEN MA 01520 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KATHLEEN K EVANS 37 HARVEST CIRCLE HOLDEN MA 01520 PRESIDENT/TREASURER/CLERK 1.00 0 0 0 AMY L WEINSTEIN 281 MIDDLE HIGHWAY BARRINGTON RI 02806 DIRECTOR 1.00 0 0 0 STEVEN P EVANS 2540 WEST COYOTE CREEK DRIVE ANTHEM AZ 85086 DIRECTOR 1.00 0 0 0 MATTHEW B EVANS 29 MANHATTAN AVENUE TUCKAHOE NY 10707 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 0 29611 161710 191321 0 0 191321 2870 188451 9423 9423 19 19 9404 0 9404 0 9404 3480 0 3480 9404 0 0 27637 17107 44744 3480 0 0 0 3480 0 5924 5924 38820 0 0 0 0 0 0 21713 17107 17107 KATHLEEN K EVANS X ALZHEIMERS ASSOCIATION 128 PROVIDENCE ST 5 WORCESTER MA 01604 N/A NC TO FUND CONTINUING CHARITABLE PURPOSES 50 CEREBAL PALSY ALLIANCE 142 W 57TH ST NEW YORK NY 10019 N/A NC TO FUND CONTINUING CHARITABLE PURPOSES 200 FIDALGO ROTARY CLUB PO BOX 125 ANACORTES WA 98221 N/A NC TO FUND CONTINUING CHARITABLE PURPOSES 500 FORDHAM PREPARATORY SCHOOL 441 E FORDHAM RD BRONX NY 10458 N/A NC TO FUND CONTINUING CHARITABLE PURPOSES 400 HOLDEN TOWN OF 1204 MAIN STREET HOLDEN MA 01520 N/A NC TO FUND CONTINUING CHARITABLE PURPOSES 130 HOLDEN WOMAN'S CLUB 1204 MAIN STREET HOLDEN MA 01520 N/A NC TO FUND CONTINUING CHARITABLE PURPOSES 150 ILLINOIS WESLEYAN UNIVERSITY 1312 PARK STREET BLOOMINGTON IL 61701 N/A NC TO FUND CONTINUING EDUCATION PURPOSES 500 SALEM COMMUNITY CORP-BRIARWOOD CONTINUING CARE 65 BRIARWOOD CIRCLE WORCESTER MA 01606 N/A NC TO FUND CONTINUING CHARITABLE PURPOSES 1000 WACHUSETT FOOD PANTRY 50 WORCESTER ROAD STERLING MA 01564 N/A NC TO FUND CONTINUING CHARITABLE PURPOSES 200 WORCESTER ART MUSEUM 55 SALISBURY STREET WORCESTER MA 01609 N/A NC TO FUND CONTINUING CHARITABLE PURPOSES 250 ECOTARIUM MUSEUM 222 HARRINGTON WAY WORCESTER MA 01604 N/A NC TO FUND CONTINUING CHARITABLE PURPOSES 100 3480 0 14 4326 0 4326 0 4326 0 0 0 0 0 0 0 0 0 0 KESTRA INVESTMENTS AT COST 152952 167119 INVESTMENT FEES 1272 1272 0 FOREIGN TAXES 13 13 0 FEDERAL TAXES 42 42 0