2025-12-01T14:04:04-06:00 2025-05-31 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990PF 2024-06-01 306016982 ELEANORE BENNETT CHARITABLE TRUST #1 ELEA 6109455569 PO BOX 381547 CAMBRIDGE MA 02238 THOMAS M CHAPIN TRUSTEE 6109455569 2025-11-24 1 1 CONNIE M LIRA P00481097 2156433900 2025-11-24 2024 2025-03-06 01:10:19Z X 6135314 X X 120981 150163 184841 1423387 183428 240854 11520 546676 345111 20000 0 20000 3255 0 3255 27360 27360 0 2056 0 0 1100 5126 1100 53771 32486 24355 306750 306750 360521 32486 331105 186155 312625 7930 34769 34769 80672 14464 14464 3207579 3074652 3877530 1131409 1489860 1486300 535283 441691 722251 4962873 5055436 6135314 0 0 X 4962873 5055436 4962873 5055436 4962873 5055436 4962873 186155 0 5149028 93592 5055436 PUBLICLY TRADED SECURITIES 1423367 1238546 184821 184821 SHORT-TERM CAPITAL LOSS: LP 85-3953845 P -461 -461 LONG-TERM CAPITAL LOSS: LP 85-3953845 P -952 -952 CAPITAL GAINS DIVIDENDS P 20 20 20 183428 4345 0 4345 0 4345 3880 0 2645 0 6525 0 2180 2180 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 WWW.BENNETTFOUNDATION.ORG THOMAS M CHAPIN 6109455569 PO BOX 381547 CAMBRIDGE MA 02238 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS M CHAPIN PO BOX 381547 CAMBRIDGE MA 02238 TRUSTEE 1.00 10000 0 0 STEWART B CHAPIN PO BOX 381547 CAMBRIDGE MA 02238 TRUSTEE 1.00 10000 0 0 NONE 0 NONE 0 0 5339235 32725 722251 6094211 0 0 6094211 91413 6002798 300140 300140 4345 4345 295795 0 295795 0 295795 331105 0 331105 295795 0 0 26769 95851 45242 70466 238328 331105 0 0 0 295795 35310 0 0 273638 0 0 0 0 0 0 26769 246869 95851 45242 70466 35310 TRUSTEES ELEANORE BENNETT CHARITABL PO BOX 381547 CAMBRIDGE MA 02238 6109455569 TRUSTEES@BENNETTFOUNDATION.ORG THE BENNETT FAMILY FOUNDATION CONSIDERS GRANTS TO ORGANIZATIONS IN THE GREATER BOSTON/NEW ENGLAND & GREATER PHILADELPHIA/SOUTHEASTERN PENNSYLVANIA AREAS. THE FOUNDATION AWARDS GRANTS SEMI-ANNUALLY, USUALLY IN MAY & NOVEMBER. TYPICAL GRANTS RANGE IN SIZE FROM $2,500 TO $25,000. GRANTMAKING IN GREATER BOSTON FOCUSES ON HELPING TEENS & YOUNG ADULTS GET RECONNECTED TO A SUPPORTIVE COMMUNITY & BECOME INDEPENDENT ADULTS. FOR THIS REGION, THE GRANT PROCESS BEGINS WITH A SIMPLE, ON-LINE INQUIRY. DEPENDING ON THE SIZE OF THE GRANT REQUEST, & WHETHER YOUR AGENCY IS NEW TO US OR NOT, WE MAY ASK FOR ADDITIONAL INFORMATION. GRANTMAKING IN GREATER PHILADELPHIA FOCUSES ON IMPROVING INDIVIDUALS' & UNDERSERVED COMMUNITIES' ACCESS TO BASIC HUMAN RIGHTS & SERVICES INCLUDING EDUCATION, HEALTHCARE, & HOUSING. FOR THIS REGION, WE INVITE NEW ORGANIZATIONS TO SEND US A "LETTER OF INTRODUCTION." IF WE DECIDE TO CONTINUE, WE WILL CONTACT YOU FOR A FORMAL GRANT PROPOSAL & SUPPORTING INFORMATION. SUBMIT INQUIRIES NO LATER THAN APRIL 1 FOR THE SPRING CYCLE & OCTOBER 1 FOR THE FALL CYCLE. THE BENNETT FAMILY FOUNDATION IS INTERESTED IN: - ORGANIZATIONS WITH STAFF EXPERTISE IN THEIR FIELD & A TRACK RECORD OF PROVEN RESULTS - SMALLER, LOCAL ORGANIZATIONS - ORGANIZATIONS THAT CAN DEMONSTRATE MOMENTUM TOWARDS SUSTAINABILITY OF PROGRAMS IN MOST CASES, PREFERENCE WILL BE GIVEN TO SMALL LOCAL PROJECTS OVER NATIONAL PROGRAMS. FUNDING GENERALLY WILL NOT BE PROVIDED TO: - INDIVIDUALS OR NON-501(C)(3) PUBLIC CHARITIES - EDUCATIONAL INSTITUTIONS FOR THEIR GENERAL OPERATING FUNDS OR ENDOWMENTS - RELIGIOUS ORGANIZATIONS FOR RELIGIOUS PURPOSES - CITIES, COUNTIES OR OTHER GOVERNMENTAL ORGANIZATIONS - ORGANIZATIONS ENGAGED PRIMARILY IN PUBLIC POLICY OR POLITICAL ADVOCACY - NATIONAL ORGANIZATIONS OR THEIR LOCAL AFFILIATES, EXCEPT PROGRAMS DEVELOPED AT THE LOCAL LEVEL - APPLICATION TO BUDGET DEFICITS, DEBT REDUCTION, FUNDRAISING OR RECOGNITION EVENTS - SCHOLARSHIPS 826 BOSTON 3035 WASHINGTON STREET BOSTON MA 02119 PC ENTITY SUPPORT 5000 ABORTION LIBERATION FUND OF PA PO BOX 40748 PHILADELPHIA PA 19107 PC ENTITY SUPPORT 5000 ACTION AGAINST HUNGER ONE WHITEHALL STREET 2ND FLOOR NEW YORK NY 10004 PC ENTITY SUPPORT 10000 ADOLESCENT CONSULTATION SERVICES 189 CAMBRIDGE STREET CAMBRIDGE MA 02141 PC ENTITY SUPPORT 7500 ANN'S HEART 35 HALL STREET SUITE 301 PHOENIXVILLE PA 19460 PC ENTITY SUPPORT 2500 BATES COLLEGE 2 ANDREWS ROAD LEWISTON ME 04240 PC ENTITY SUPPORT 2500 BOSTON ARTS ACADEMY FOUNDATION 126 BROOKLINE AVENUE 3RD FLOOR BOSTON MA 02186 PC ENTITY SUPPORT 5000 BOSTON CITY SINGERS 17 WALDECK STREET DORCHESTER MA 02122 PC ENTITY SUPPORT 3750 BOSTON YOUTH SYMPHONY ORCHESTRA 855 COMMONWEALTH AVENUE BOSTON MA 021151303 PC ENTITY SUPPORT 5000 BREAKTIME 63 FRANKLIN STREET ROOM 2 BOSTON MA 02110 PC ENTITY SUPPORT 2500 BRYCE'S JOURNEY INC 1279A RIVER STREET HYDE PARK MA 02136 PC ENTITY SUPPORT 2500 CAMBRIDGE CAMPING ASSOCIATION 99 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 PC ENTITY SUPPORT 5000 CHESTER COUNTY FUTURES INC LUKENS BLDG 50 S 1ST AVENUE 105 COATESVILLE PA 19320 PC ENTITY SUPPORT 500 CHOICES INC 108 GROVE STREET SUITE 205 WORCESTER MA 01605 PC ENTITY SUPPORT 5000 DARTMOUTH COLLEGE 10 NORTH MAIN STREET HANOVER NH 03755 PC ENTITY SUPPORT 1000 ENROOT INC 99 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 PC ENTITY SUPPORT 5000 FAMILIES FOR DEPRESSION AWARENESS 391 TOTTEN POND ROAD SUITE 101 WALTHAM MA 02451 PC ENTITY SUPPORT 5000 FATHERS' UPLIFT 12 SOUTHERN AVENUE DORCESTER MA 02124 PC ENTITY SUPPORT 5000 GREATER BOSTON PFLAG 85 RIVER STREET SUITE 5A WALTHAM MA 02453 PC ENTITY SUPPORT 7500 GRUBSTREET 50 LIBERTY DRIVE SUITE 500 BOSTON MA 02210 PC ENTITY SUPPORT 5000 HEALTH CARE ACCESS 100 FIRST AVENUE 1ST FLOOR PHOENIXVILLE PA 19460 PC ENTITY SUPPORT 12500 KIEVE-WAVUS AFFECTIVE EDUCATION 42 KIEVE ROAD NOBLEBORO ME 04555 PC ENTITY SUPPORT 500 LUNDALE FARM PO BOX 673 KIMBERTON PA 19442 PC ENTITY SUPPORT 2500 MASSACHUSETTS ADOPTION RESOURCE EXCHANGE INC 19 NEEDHAM STREET NEWTON MA 02461 PC ENTITY SUPPORT 5000 MIGHTY WRITERS 12 E CHURCH LANE PHILADELPHIA PA 19144 PC ENTITY SUPPORT 5000 NATIONALITIES SERVICE CENTER 1216 ARCH STREET 4TH FLOOR PHILADELPHIA PA 19107 PC ENTITY SUPPORT 32500 PARTNERS CREATING COMMUNITY 400 FRANKLIN AVENUE SUITE 236 PHOENIXVILLE PA 19460 PC ENTITY SUPPORT 2500 PATHWAYS TO HOUSING 5201 OLD YORK ROAD 4TH FLOOR PHILADELPHIA PA 19141 PC ENTITY SUPPORT 2500 PHOENIXVILLE AREA COMMUNITY SERVICES (PACS) 101 BUCHANAN STREET PHOENIXVILLE PA 19460 PC ENTITY SUPPORT 5000 PHOENIXVILLE FREE CLINIC 14S CHURCH STREET PHOENIXVILLE PA 19460 PC ENTITY SUPPORT 5000 PHOENIXVILLE PUBLIC LIBRARY 183 SECOND AVENUE PHOENIXVILLE PA 19460 PC ENTITY SUPPORT 500 PHOENIXVILLE WOMEN'S OUTREACH PO BOX 244 PHOENIXVILLE PA 19460 PC ENTITY SUPPORT 2500 PLAY ON PHILLY PO BOX 8662 PHILADELPHIA PA 19101 PC ENTITY SUPPORT 5000 PROJECT HOPE BOSTON 550 DUDLEY STREET ROXBURY MA 02119 PC ENTITY SUPPORT 5000 REACH OUT AND READ PHILADELPHIA ROBERTS CENTER FOR PEDIATRIC RESEARCH 2716 SOUTH STREET 7TH FLOO PHILADELPHIA PA 19146 PC ENTITY SUPPORT 2500 REBUILDING TOGETHER PHILADELPHIA 4355 ORCHARD STREET PHILADELPHIA PA 19125 PC ENTITY SUPPORT 2500 RED CROSS OF GREATER LOS ANGELES 1450 S CENTRAL AVENUE LOS ANGELES CA 90021 PC ENTITY SUPPORT 2500 ROCA INC 101 PARK STREET CHELSEA MA 02150 PC ENTITY SUPPORT 10000 SAMARITANS INC 41 WEST STREET 4TH FLOOR BOSTON MA 02111 PC ENTITY SUPPORT 10000 SHARE FOOD PROGRAM 2901 WEST HUNTING PARK AVENUE PHILADELPHIA PA 19129 PC ENTITY SUPPORT 29500 SILVER LINING MENTORING PO BOX 541497 WALTHAM MA 02454 PC ENTITY SUPPORT 5000 SISTERS UNCHAINED PO BOX 300902 JAMAICA PLAIN MA 02130 PC ENTITY SUPPORT 2500 SOUTH SHORE CHILDREN'S CHORUS 444 WASHINGTON STREET QUINCY MA 02169 PC ENTITY SUPPORT 2500 SURREY SERVICES FOR SENIORS INC 60 SURRY WAY DEVON PA 19333 PC ENTITY SUPPORT 10000 THE BAKER CENTER FOR CHILDREN AND FAMILIES 53 PARKER HILL AVENUE BOSTON MA 02120 PC ENTITY SUPPORT 10000 THE BROOKLINE CENTER FOR COMMUNITY MENTAL HEALTH 41 GARRISON ROAD BROOKLINE MA 02445 PC ENTITY SUPPORT 10000 THE NAN PROJECT 125 HARTWELL AVENUE LEXINGTON MA 02421 PC ENTITY SUPPORT 5000 THE NEW NEIGHBORS PARTNERSHIP 245 W 107TH STREET 3D NEW YORK NY 10025 PC ENTITY SUPPORT 2500 THE PETEY GREENE PROGRAM 1100 LUDLOW STREET PHILADELPHIA PA 19107 PC ENTITY SUPPORT 5000 THE TREEHOUSE FOUNDATION 1 TREEHOUSE CIRCLE EASTHAMPTON MA 01027 PC ENTITY SUPPORT 5000 THE WILY NETWORK 189 WELLS AVENUE SUITE 301 NEWTON MA 02459 PC ENTITY SUPPORT 5000 THIRD SECTOR NEW ENGLAND FBO FUTURE CHEFS 305 BLUE HILL AVENUE BOSTON MA 02121 PC ENTITY SUPPORT 5000 TUCK SCHOOL OF BUSINESS TUCK HALL DARTMOUTH COLLEGE HANOVER NH 03755 PC ENTITY SUPPORT 1000 UNITED SOUTH END SETTLEMENTS 48 RUTLAND STREET BOSTON MA 02118 PC ENTITY SUPPORT 5000 306750 0 14 120981 14 240854 18 184841 0 546676 0 546676 0 0 0 0 0 0 0 0 0 0 FORM 990-PF PREPARATION 3255 0 3255 ISHARES CORE US AGGREGATE BOND ETF, 5,982.414 SH 584972 586875 ISHARES TR AGENCY BOND ETF, 417.442 SH 44924 45547 ISHARES TR MBS ETF, 2,579.39 SH 240693 238980 ISHARES TR US TREAS BD ETF, 17,090.917 SH 394230 388989 VANGUARD SCOTTSDALE FDS TOTAL CORPORATE BOND EFT, 2,962.738 SH 225041 225909 ISHARES INC CORE MSCI EMERGING MKTS ETF, 2,628.386 SH 143633 149003 ISHARES TR CORE MSCI TOTAL, 7,302.307 SH 509888 550667 ISHARES TRUST CORE MSCI EAFE ETF, 6,810.163 SH 508882 562247 VANGUARD INDEX FDS VANGUARD GROWTH ETF, 3,140.786 SH 857667 1297584 VANGUARD INDEX FDS VANGUARD VALUE ETF, 6,632.613 SH 887327 1136763 VANGUARD SMALL CAP VALUE ETF, 467.656 SH 77062 88378 VANGUARD SMALL-CAP GROWTH INDEX FUND, 362.09 SH 90193 92888 MILL CREEK ENHANCED INCOME FUND LP SERIES I AT COST 441691 613394 MILL CREEK INTERNATIONAL FUND LTD.- ABSOLUTE RETURN CLASS AT COST 0 108857 COST BASIS ADJUSTMENT 93592 WEBSITE EXPENSES 215 0 215 OFFICE EXPENSES 885 0 885 OTHER EXPENSES: LP 85-3953845 0 5126 0 ORDINARY BUSINESS INCOME: LP 85-3953845 0 9293 0 OTHER INCOME: LP 85-3953845 0 2227 0 PARTNERSHIP DISTRIBUTIONS 240854 0 240854 INVESTMENT ADVISORY SERVICES 27360 27360 0 PF EXCISE TAXES 2056 0 0