COMET FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- COMET FOUNDATION (EIN 86-1967040)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202641319349102194
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T12:07:25-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043450484 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOLLARD GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE JOY STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861967040 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMET FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | F/K/A THE STEINERT FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COME | BusinessNameControlTxt |
| Phone | 6177205800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE JOY STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HILARY STEINERT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6177205800 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANASTASIOS PARAFESTAS | PreparerPersonNm |
| PTIN | P00960470 | PTIN |
| Phone | 6177205800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,408,229 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,035,800 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,242 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,242 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $369,587 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $369,587 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,630,952 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,821,413 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,630,952 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $267 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $267 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,039,848 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,004,048 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $72,974 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $72,974 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,236 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,165 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $91,210 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $79,139 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,205,388 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,205,388 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,296,598 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $79,139 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,205,388 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,743,250 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,924,909 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $976,216 | CashBOYAmt |
| Cash EOY | $157,569 | CashEOYAmt |
| Cash EOYFMV | $157,569 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,239,619 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,707,151 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,720,229 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,880,065 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,974,430 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,530,431 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $16,095,900 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,839,150 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,408,229 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $16,095,900 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,839,150 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,095,900 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,839,150 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,095,900 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,839,150 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,095,900 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,743,250 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,839,150 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,839,150 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SECURITIES SOLD | $450,964 | $506,891 | -$55,927 | -$55,927 |
| SECURITIES SOLD | $1,757,431 | $1,276,336 | $481,095 | $481,095 |
| SECURITIES SOLD | $6,613,018 | $5,407,234 | $1,205,784 | $1,205,784 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,630,952 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,756 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,756 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,756 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $19,256 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE BOLLARD GROUP LLC | IndividualWithBooksNm |
| Phone | 6177205800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE JOY STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LANGLEY STEINERT | ||||||||
| ONE JOY STREET | BOSTON | MA | 02108 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| HILARY STEINERT | ||||||||
| ONE JOY STREET | BOSTON | MA | 02108 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,931,416 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,372,496 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,303,912 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,303,912 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $289,559 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,014,353 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $950,718 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $950,718 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,756 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,756 | TotalTaxAmt |
| Distributable Before Adj | $923,962 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $923,962 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $923,962 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,205,388 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,205,388 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $923,962 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,996,796 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,996,796 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,205,388 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $923,962 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,281,426 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,278,222 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,278,222 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,996,796 | ExcessFromYear1Amt |
| Excess From Current Year | $2,281,426 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2020-11-05 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LANGLEY STEINERT | ContributingManagerNm |
| Contributing Manager | HILARY STEINERT | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LANGLEY STEINERT AND HILARY STEINER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE JOY STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6177205800 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN WRITING AND INCLUDE ANY PERTINENT MATERIALS APPLICANTS WOULD LIKE TO HAVE CONSIDERED BY THE TRUSTEES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOT APPLICABLE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NOT APPLICABLE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HUDSON VALLEY CLUBHOUSE | ||||||
| 98 CANNON ST | POUGHKEEPSIE | NY | 12601 | PC | COMMUNITY SERVICES | $10,000 |
| CONCORD FREE PUBLIC LIBRARY | ||||||
| 129 MAIN STREET | CONCORD | MA | 01742 | PC | EDUCATION | $20,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||
| 1350 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | PC | EDUCATION | $525,000 |
| TRUSTEES OF DARTMOUTH COLLEGE | ||||||
| 6001 PARKHURST HALL SUITE 209 | HANOVER | NH | 03755 | PC | EDUCATION | $275,000 |
| TRUSTEES OF PRINCETON UNIVERSITY | ||||||
| 1 NASSAU HALL | PRINCETON | NJ | 08544 | PC | EDUCATION | $525,000 |
| STEPPINGSTONE FOUNDATION INC | ||||||
| 200 HIGH ST SUITE 210 | BOSTON | MA | 02110 | PC | COMMUNITY SERVICES | $250,000 |
| THE WILY NETWORK INC | ||||||
| 189 WELLS AVENUE SUITE 301 | NEWTON | MA | 02459 | PC | EDUCATION | $30,000 |
| NANTUCKET GOLF CLUB FOUNDATION | ||||||
| 250 MILESTONE ROAD PO BOX 313 | SIASCONSET | MA | 02564 | PC | EDUCATION | $25,000 |
| WASHINGTON AND LEE UNIVERSITY | ||||||
| 204 W WASHINGTON ST | LEXINGTON | VA | 24450 | PC | EDUCATION | $15,000 |
| NASHOBA BROOKS SCHOOL | ||||||
| 200 STRAWBERRY HILL RD | CONCORD | MA | 01742 | PC | EDUCATION | $15,000 |
| VANDERBILT UNIVERSITY | ||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | PC | EDUCATION | $25,000 |
| PAN-MASS CHALLENGE | ||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | PC | HEALTH | $18,190 |
| PAN-MASS CHALLENGE | ||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | PC | HEALTH | $1,195 |
| NANTUCKET GOLF CLUB FOUNDATION (NANTUCKET CHILDREN'S CHARITY CLASSIC) | ||||||
| 250 MILESTONE ROAD PO BOX 313 | SIASCONSET | MA | 02564 | PC | EDUCATION | $51,000 |
| NANTUCKET COTTAGE HOSPITAL | ||||||
| 57 PROSPECT ST | NANTUCKET | MA | 02554 | PC | HEALTH | $200,000 |
| EMERSON HEALTH CARE FOUNDATION INC | ||||||
| 133 OLD ROAD TO NINE ACRE CORNER | CONCORD | MA | 01742 | PC | HEALTH | $120,000 |
| ENVIRONMENTAL DEFENSE FUND | ||||||
| 18 TREMONT ST SUITE 900 | BOSTON | MA | 02108 | PC | COMMUNITY SERVICES | $200,000 |
| VANDERBILT UNIVERSITY | ||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | PC | EDUCATION | $250,000 |
| VANDERBILT UNIVERSITY | ||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | PC | EDUCATION | $250,000 |
| HARPER'S HOME INC | ||||||
| 2101 STREBOR STREET | DURHAM | NC | 27705 | PC | HEALTH | $50,000 |
| HUDSON VALLEY CLUBHOUSE | ||||||
| 98 CANNON ST | POUGHKEEPSIE | NY | 12601 | PC | COMMUNITY SERVICES | $10,000 |
| NANTUCKET PERFORMING ARTS CENTER INC | ||||||
| 5 NORTH WATER ST | NANTUCKET | MA | 02554 | PC | COMMUNITY SERVICES | $250,000 |
| GEORGETOWN UNIVERSITY OFFICE OF ADVANCEMENT AND UNIVERSITY RELATIONS | ||||||
| 2115 WISCONSIN AVENUE NW | WASHINGTON | DC | 20007 | PC | EDUCATION | $25,000 |
| HARLEM LARCROSSE AND LEADERSHIP CORPORATION | ||||||
| 8 WEST 126TH ST | NEW YORK | NY | 10027 | PC | COMMUNITY SERVICES | $25,000 |
| NATUCKET COTTAGE HOSPITAL | ||||||
| 57 PROSPECT ST | NANTUCKET | MA | 02554 | PC | HEALTH | $9,300 |
| THE WILY NETWORK INC | ||||||
| 189 WELLS AVENUE SUITE 301 | NEWTON | MA | 02459 | PC | EDUCATION | $13,000 |
| MCLEAN HOSPITAL | ||||||
| 115 MILL STREET | BELMONT | MA | 02478 | PC | HEALTH | $5,000 |
| ALLWORTHY INC (PEAK WITH A PURPOSE IV) | ||||||
| PO BOX 543 | SALEM | MA | 01970 | PC | EDUCATION | $1,100 |
| EMERSON HEALTH | ||||||
| 133 OLD ROAD TO NINE ACRE CORNER | CONCORD | MA | 01742 | PC | HEALTH | $5,000 |
| THE UMBRELLA ARTS CENTER | ||||||
| 40 STOW STREET | CONCORD | MA | 01742 | PC | EDUCATION | $5,182 |
| GOFUNDME (AMERICAN CANCER SOCIETY) | ||||||
| 270 PEACHTREE ST NW SUITE 1300 | ATLANTA | GA | 30303 | PC | HEALTH | $600 |
| PAN-MASS CHALLENGE | ||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | PC | HEALTH | $821 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,205,388 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,242 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $369,587 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $267 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,630,952 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,004,048 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,004,048 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES ACCT 8007 | $8,333,965 | $11,587,238 |
| EQUITIES ACCT 1008 | $9,640,465 | $9,943,193 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN EXCHANGE GAIN JPM-8007 | Desc |
| Revenue And Expenses Per Books | $267 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $267 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $267 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $38,039 | $38,039 | $0 |
| J.P.MORGAN CUSTODY FEES | $13,370 | $13,370 | $0 |
| 2024 TAX PREPARATION FEES | $21,565 | $21,565 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LANGLEY AND HILARY STEINERT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE JOY STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $6,165 | $6,165 | $0 |
| IRS TAX PAYMENT | $11,571 | $0 | $0 |
| MASSACHUSETTS ANNUAL REPORT FEE | $500 | $0 | $0 |
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