2026-08-14T12:44:33-05:00 2026-06-30 042815899 NORTHEAST INVESTMENT MANAGEMENT INC 24 FEDERAL STREET 9TH FL BOSTON MA 021102516 990 2025-07-01 046291076 ECKLEY FUND FOR THE POOR OF BOSTON ECKL 6175233588 CO NEIM 24 FEDERAL ST 9TH FL BOSTON MA 021102516 JOHN F FRANCINI TRUSTEE 6175233588 2026-08-03 1 DANIEL COSTA P00329432 6175233588 2026-07-31 2025 2025-03-06 01:10:19Z JOHN F FRANCINI C/O NEIM 24 FEDERAL ST 9TH FL BOSTON MA 021102516 312966 0 X N/A X 1882 MA PROVIDE FINANCIAL SUPPORT TO CHARITABLE ORGANIZATIONS WITH MISSION TO PROVIDE SERVICES TO POOR AND INDIGENT PERSONS OF BOSTON. 0 0 0 0 0 0 0 0 0 0 141041 159698 0 0 141041 159698 49000 43500 0 0 26797 28110 0 0 0 3099 7190 78896 78800 62145 80898 1445935 1526833 0 0 1445935 1526833 NET INCOME TO CHARITABLE ORGANIZATIONS PROVIDING SERVICES TO INDIGENT PERSONS LOCATED IN THE CITY OF BOSTON. 0 0 43500 43500 AS NOTED IN THE ORGANIZATION'S MISSION STATEMENT, NET INCOME EARNED BY THE ECKLEY FUND FOR THE POOR OF BOSTON WILL BE DISTRIBUTED TO CHARITABLE ORGANIZATIONS IN FURTHERANCE OF THE ECKLEY FUND'S MISSION STATEMENT. TRUSTEES DISTRIBUTED $43,500 TO CATHLEEN STONE (FORMERLY THOMPSON) ISLAND OUTWARD BOUND EDUCATION CENTER, INC, IN ACCORDANCE WITH THE FOUNDATION'S MISSION. CATHLEEN STONE ISLAND OUTWARD BOUND EDUCATION CENTER, INC PLANNED TO USE THIS GRANT TO FUND THE CONNECTIONS PROGRAM, WHICH SERVES ECONOMICALLY DISADVANTAGED YOUTH FROM THE CITY OF BOSTON. 43500 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 MA X NORTHEAST INVESTMENT MANAGEMENT INC 6175233588 24 FEDERAL ST 9TH FL BOSTON MA 02110 X X JOHN F FRANCINI TRUSTEE, SEE SCH O 0.00 X 0 0 0 JUSTIN E OATES TRUSTEE, SEE SCH O 0.00 X 0 0 0 0 0 0 0 0 0 0 0 51881 51881 261085 153268 107817 107817 107817 159698 107817 0 51881 43500 43500 28110 28110 7155 7155 MASSACHUSETTS FORM PC 35 35 78800 43500 35300 0 68134 51748 1377801 1475085 1445935 1526833 0 0 X 1445935 1526833 0 0 0 0 1445935 1526833 1445935 1526833 80898 0 X 0 0 0 X X X 1 CATHLEEN STONE (FKA THOMPSON) ISLAND OUTWARD BOUND EDUCATION CENTER INC 043027900 10 0 43500 0 1 43500 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SECTION A, LINE 1 SUPPORTED ORGANIZATION'S NAME IS NOT LISTED IN GOVERNING INSTRUMENT DUE TO THE FACT THE GOVERNING INSTRUMENT WAS CREATED IN 1882, AND PREDATES SUPPORTED ORGANIZATION. SECTION C, LINE 1 THE TRUSTEES OF THIS FOUNDATION ARE INDEPENDENT AND HAVE NO AFFILIATION WITH CHARITABLE ORGANIZATIONS RECEIVING GRANTS. THE GOVERNING INSTRUMENT ALLOWS TRUSTEES TO COLLABORATE WITH CHARITABLE ORGANIZATIONS HOWEVER THE INSTRUMENT DOES NOT REQUIRE TRUSTEES TO PARTICIPATE IN THE CHARITABLE ORGANIZATIONS OPERATIONS. PART I, LINE 12G, COLUMN IV THE CURRENT SUPPORTED ORGANIZATION, CATHLEEN STONE ISLAND OUTWARD BOUND EDUCATION CENTER, IS NOT LISTED IN THE GOVERNING INSTRUMENT DUE TO THE FACT THIS TRUST INSTRUMENT PREDATES THE SUPPORTING ORGANIZATION. PER SUFFOLK COUNTY PROBATE COURT DECREE AND ORDER DATED APRIL 15, 2022, THE TRUSTEES HAVE FIDUCIARY DISCRETION TO MAKE DISTRIBUTIONS TO ONE OR MORE CHARITABLE ORGANIZATIONS WITH MISSIONS INCLUDING SERVICES TO POOR AND INDIGENT PERSONS IN BOSTON. 1 CATHLEEN STONE (FKA THOMPSON) ISLAND OUTWARD BOUND EDUCATION CENTER INC PO BOX 127 BOSTON MA 02127 043027900 501(C)(3) 43500 0 PROVIDE CHARITABLE SERVICES TO RESIDENTS OF BOSTON IN NEED OF ASSISTANCE PART I, LINE 2: TRUSTEES REVIEW THE ACCOUNT ON A REGULAR BASIS TO INSURE THE FUND IS IN COMPLIANCE WITH THE TERMS OF THE TRUST INDENTURE. AS PART OF THE REVIEW PROCESS, ORGANIZATIONS RECEIVING GRANTS ARE ASKED TO PROVIDE INFORMATION REGARDING HOW FUNDS FROM ECKLEY FUND FOR THE POOR OF BOSTON WILL BE USED. ALSO, THE FIRM HAS PROCEDURES IN PLACE REQUIRING TAX PREPARER TO OBTAIN ANNUAL REPORTS OR COPIES OF THE MOST RECENTLY FILED RETURNS PRIOR TO FILING TAX RETURNS FOR THIS FUND. 0 0 0 0 0 0 0 0 0 FORM 990, PAGE 7, PART VII TRUSTEE FEES ARE PAID DIRECTLY TO NORTHEAST INVESTMENT MANAGEMENT, INC. TRUSTEES DO NOT RECEIVE COMPENSATION, FEES OR ANY OTHER PAYMENTS FOR SERVICES OR ANY OTHER PURPOSE DIRECTLY. FORM 990, PART VI, SECTION B, LINE 11B TRUSTEES OF THE ECKLEY FUND FOR THE POOR OF BOSTON REVIEW AND APPROVE FINANCIAL INFORMATION USED IN THE PREPARATION OF TAX RETURNS FOR THE FUND. TRUSTEES REVIEW, SIGN, AND FILE TAX RETURNS PRIOR TO TAX FILING DUE DATE. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 ALTHOUGH THE TRUST INSTRUMENT GOVERNING THE ECKLEY FUND FOR THE POOR OF BOSTON MAY NOT CONTAIN LANGUAGE DESCRIBED IN THE QUESTIONS LISTED IN THIS SECTION, NORTHEAST INVESTMENT MANAGEMENT INC., AS INVESTMENT ADVISOR, HAS WRITTEN POLICIES AND PROCEDURES IN PLACE WHICH ARE AVAILABLE UPON REQUEST. FORM 990, PAGE 6, PART VI, SECTION C, LINE 19 A COPY OF THE TRUST INSTRUMENT AND FORM 990 FILED FOR THE CURRENT FISCAL YEAR ARE FILED WITH THE MASSACHUSETTS OFFICE OF THE ATTORNEY GENERAL DIVISION OF PUBLIC CHARITIES. FORM 990, PAGE 6, PART VI, SECTION B, LINES 12 - 14 ALTHOUGH THE TRUST INSTRUMENT GOVERNING THE ECKLEY FUND FOR THE POOR OF BOSTON MAY NOT CONTAIN LANGUAGE DESCRIBED IN THE QUESTIONS LISTED IN THIS SECTION, NORTHEAST INVESTMENT MANAGEMENT INC., AS INVESTMENT ADVISOR, HAS WRITTEN POLICIES AND PROCEDURES IN PLACE TO ENSURE COMPLIANCE WITH POLICIES LISTED IN PART VI, SECTION B. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC JOHN F. FRANCINI - 24 FEDERAL ST 9TH FL, BOSTON, MA 02110. JUSTIN E. OATES - 24 FEDERAL ST 9TH FL, BOSTON, MA 02110. FORM 990, PAGE 7, PART VII, SECTION A TRUSTEE FEE PAID DIRECTLY TO NORTHEAST INVESTMENT MANAGEMENT, INC. NO OTHER COMPENSATION, FEES OR ANY OTHER PAYMENT, MADE DIRECTLY TO TRUSTEES.