2024-05-10T10:40:27-05:00 2023-06-30 135665207 KPMG LLP 60 South Street Boston MA 02111 990 2022-07-01 042710013 Bruce J Anderson Foundation C/O Boston Foundation Inc BRUC 6173381700 75 Arlington Street Fl 3 Boston MA 021163936 Kate Guedj Treasurer 6173381700 2024-05-10 1 Kate Guedj 999009999 0 Geneva Furlano P01877392 6179881000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Kate Guedj 75 Arlington Street Fl 3 Boston MA 021163936 472099 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 50477 43181 0 0 50477 43181 215462 254387 0 0 0 0 0 0 0 65764 80558 281226 334945 -230749 -291764 5685425 5686596 194462 254512 5490963 5432084 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 283787 254387 Grantmaking: To assist in the fields of environmental protection, historic preservation, the arts and mental health in Cape Ann and the Nashua River Watershed. 283787 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 381676 65842 Julie Smith-Bartoloni Trustee 0.50 50.00 X 0 181628 50212 Barbara Brammer Clerk & Trustee 1.00 0.00 X X 0 0 0 Sam Anderson President & Trustee 1.00 0.00 X X 0 0 0 CA Webb Trustee 0.25 1.00 X 0 0 0 0 563304 116054 0 0 1 0 0 39963 39963 432136 428918 3218 3218 3218 43181 0 0 43181 254387 254387 70275 29250 41025 10133 10133 TPI Advising 150 150 334945 283787 51158 0 218007 230092 2821175 2816812 2646243 2639692 5685425 5686596 0 10125 194462 244387 194462 254512 X 5490963 5432084 5490963 5432084 5685425 5686596 -291764 232885 0 X 0 1 X 1 0 X X X 38 Boston Foundation Inc 042104021 8 1 5000 0 Action Inc 042389332 7 0 10000 0 Backyard Growers Inc 471553021 7 0 10000 0 Cape Ann Art Haven Inc 331205255 7 0 6000 0 Cape Ann Museum 042143545 7 0 6000 0 Cape Ann Symphony Orchestra 046191403 7 0 6000 0 Clear Path For Veterans New England Inc 820681735 7 0 2500 0 Eliot Community Human Services Inc 042316924 7 0 6000 0 Essex County Green Belt Association Inc 042664297 7 0 7000 0 Essex Historical Society and Shipbuilding Museum Inc 510185873 7 0 5000 0 Express Yourself Inc 043294365 7 0 10000 0 Flynn Center for the Performing Arts Ltd 030277052 7 0 5000 0 Friends of Northshore Education Consortium Inc 611479553 7 0 5000 0 Gloucester Cultural Initiative Inc 821890312 7 0 4500 0 Gloucester Education Foundation 571224669 7 0 8000 0 Gloucester Maritime Heritage Center Inc 043480870 7 0 5000 0 Gloucester Stage Company Inc 042485199 7 0 5000 0 Groton Hill Music 042867945 7 0 4000 0 Harvard Conservation Trust 237305157 7 0 5600 0 Healing Abuse Working for Change Inc 042655367 7 0 12000 0 Jonathan Bayliss Society Inc 831891575 7 0 2500 0 Justice Resource Institute Inc 042526357 7 0 6000 0 Manship Artist Residence and Studios Inc 475404477 7 0 4500 0 McLean Hospital 042697981 3 0 30000 0 Nashua River Watershed Association Inc 237055674 7 0 6000 0 North Shore Alliance of Gay & Lesbian Youth 043399331 7 0 11760 0 Pathways for Children Inc 042694002 7 0 10277 0 Rockport Exchange Corporation 473907337 7 0 5000 0 Sandy Pond School Association 800544371 7 0 5000 0 Shirley Historical Society Inc 042683545 7 0 1500 0 Sudbury Valley Trustees Inc 046049963 7 0 3000 0 The Open DoorCape Ann Food Pantry Inc 222513482 7 0 10000 0 The Resolution Center 223293939 7 0 8000 0 Towngreen Inc 874054939 7 0 4000 0 Townsend Historical Society Inc 237212599 7 0 4500 0 University of Vermont and State Agricultural College 030179440 7 0 5000 0 Virginia Thurston Healing Garden Inc 043522717 7 0 2750 0 YMCA of the North Shore Inc 042104913 7 0 7000 0 38 254387 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 2639692 F 2639692 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 Human Services Backyard Growers Inc 103R Maplewood Avenue Gloucester MA 01930 471553021 501 (c) (3) 10000 0 Environment/Wildlife/Agriculture Cape Ann Art Haven Inc 20 Maplewood Avenue Unit B Gloucester MA 01930 331205255 501 (c) (3) 6000 0 Arts Cape Ann Museum 27 Pleasant Street Gloucester MA 01930 042143545 501 (c) (3) 6000 0 Arts Cape Ann Symphony Orchestra PO Box 1343 Gloucester MA 01931 046191403 501 (c) (3) 6000 0 Arts Eliot Community Human Services Inc 125 Hartwell Avenue Lexington MA 02421 042316924 501 (c) (3) 6000 0 Human Services Essex County Green Belt Association Inc 82 Eastern Avenue Essex MA 01929 042664297 501 (c) (3) 7000 0 Environment/Wildlife/Agriculture Express Yourself Inc 100 Cummings Center Suite 165E Beverly MA 01915 043294365 501 (c) (3) 10000 0 Arts Gloucester Education Foundation PO Box 1104 Gloucester MA 01931 571224669 501 (c) (3) 8000 0 Education Harvard Conservation Trust PO Box 31 Harvard MA 01451 237305157 501 (c) (3) 5600 0 Environment/Wildlife/Agriculture Healing Abuse Working for Change Inc 27 Congress Street Salem MA 01970 042655367 501 (c) (3) 12000 0 Human Services Justice Resource Institute Inc 160 Gould Street Suite 300 Needham MA 02494 042526357 501 (c) (3) 6000 0 Human Services McLean Hospital 115 Mill Street Mail Stop 126 Belmont MA 02478 042697981 501 (c) (3) 30000 0 Medical Research Nashua River Watershed Association Inc 592 Main Street Groton MA 01450 237055674 501 (c) (3) 6000 0 Environment/Wildlife/Agriculture North Shore Alliance of Gay & Lesbian Youth 2 East India Square Witch City Mall 121 Salem MA 01970 043399331 501 (c) (3) 11760 0 Youth Development Pathways for Children Inc 29 Emerson Avenue Gloucester MA 01930 042694002 501 (c) (3) 10277 0 Education The Open DoorCape Ann Food Pantry Inc 28 Emerson Avenue Gloucester MA 01930 222513482 501 (c) (3) 10000 0 Human Services The Resolution Center 100 Cummings Center Suite 307-J Beverly MA 01915 223293939 501 (c) (3) 8000 0 Conflict Resolution YMCA of the North Shore Inc 245 Cabot Street Beverly MA 01915 042104913 501 (c) (3) 7000 0 Youth Development 19 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 347385 0 27669 0 6622 0 34320 0 31522 0 447518 0 0 Julie Smith-Bartoloni Trustee 0 168397 0 12376 0 855 0 10775 0 39437 0 231840 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, 2022 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