A C RATSHESKY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- A C RATSHESKY FOUNDATION (EIN 04-6017426)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-10
- IRS object ID
- 202441019349100214
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-10T10:56:30-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042442519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046017426 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AC RATSHESKY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACRA | BusinessNameControlTxt |
| Phone | 6173913091 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO CRAIG LEVY 16 GREEN STREET | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02492 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG LEVY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6173913091 | PhoneNum |
| Signature | 2024-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CRAIG | PersonFirstNm |
| Person Last | LEVY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EUGENE BORGONZI | PreparerPersonNm |
| PTIN | P01269879 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2024-04-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,180,107 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,257 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,257 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $144,015 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $142,016 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$196,529 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,457,509 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,511 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,511 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$33,746 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $160,784 | 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 |
| Accounting Fees Rev And Expnss | $4,684 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,342 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,342 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $102,933 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,780 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $59,153 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $981 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $981 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $114 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $108,712 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,117 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,595 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $305,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $305,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $413,712 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,117 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $366,595 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$447,458 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,667 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,985 | CashBOYAmt |
| Cash EOY | $44,046 | CashEOYAmt |
| Cash EOYFMV | $44,046 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $361,131 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,924 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $76,924 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $315,484 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $537,990 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $537,990 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,535,854 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,817,842 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,817,842 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $182,211 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $169,583 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $169,583 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,144,166 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,533,722 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,533,722 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,551,831 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,180,107 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,180,107 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,551,831 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,180,107 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,551,831 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,180,107 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,551,831 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,180,107 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,551,831 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$447,458 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,075,734 | OtherIncreasesAmt |
| Subtotal | $8,180,107 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,180,107 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $1,407,316 | $1,651,906 | -$244,590 | -$244,590 | |
| CAPITAL GAINS DIVIDENDS | $50,193 | $50,193 | $50,193 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$194,397 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,580 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,580 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,580 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,153 | 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 | $3,153 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,573 | OverpaymentAmt |
| Applied To ES Tax | $1,573 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RATSHESKYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | GMA FOUNDATIONS | IndividualWithBooksNm |
| Phone | 6174267080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LIBERTY SQUARE SUITE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| REBECCA MORSE STEINFIELD | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY SQ | SUITE 500 | BOSTON | MA | 02109 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERTA MORSE LEVY | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY SQ | SUITE 500 | BOSTON | MA | 02109 | V.P./DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIC R MORSE | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY SQ | SUITE 500 | BOSTON | MA | 02109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CRAIG LEVY | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY SQ | SUITE 500 | BOSTON | MA | 02109 | TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| LAURIE MORSE SPRAGUE | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY SQ | SUITE 500 | BOSTON | MA | 02109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANNE MORSE CROTONE | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY SQ | SUITE 500 | BOSTON | MA | 02109 | CLERK/DIRECTOR | 1.00 | $0 | $0 | $0 |
| LOVEY MORSE | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY SQ | SUITE 500 | BOSTON | MA | 02109 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GMA FOUNDATIONS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LIBERTY SQUARE STE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | GRANT MANAGEMENT | ServiceTypeTxt |
| Compensation | $59,153 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $7,519,407 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $277,093 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,796,500 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,796,500 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $116,948 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,679,552 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $383,978 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $383,978 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,580 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,580 | TotalTaxAmt |
| Distributable Before Adj | $382,398 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $382,398 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $382,398 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $366,595 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $366,595 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $382,398 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,821 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $366,595 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,821 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $326,774 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $55,624 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PRENTICE ZINN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LIBERTY SQUARE SUITE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6173913091 | RecipientPhoneNum |
| Recipient Email Address | PZINN@GMAFOUNDATIONS.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | ALL APPLICATIONS MUST BE SUBMITTED ON-LINE AT WWW.RATSHESKYFOUNDATION.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 1ST, FEBRUARY 1ST & JULY 1ST OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE RESTRICTED TO 501(C)(3) PUBLIC CHARITIES THAT SERVE THE METRO BOSTON COMMUNITIES WITHIN ROUTE 128. THE FOUNDATION WILL CONSIDER ONLY ONE APPLICATION FROM AN ORGANIZATION IN ANY CALENDAR YEAR. THE FOUNDATION DOES NOT SUPPORT: INDIVIDUALS, NATIONAL ORGANIZATIONS, CAPITAL CAMPAIGNS, ENDOWMENTS, FUNDRAISING ACTIVITIES, CONFERENCES, WEBSITES, RESEARCH, GOVERNMENT AGENCIES, RELIGIOUS SERVICES, HEALTH PROGRAMS, COMMUNITY ORGANIZING/PUBLIC POLICY ADVOCACY, GRANTS TO REPLACE GOV'T FUNDING, PRIVATE/PAROCHIAL/PUBLIC/CHARTER SCHOOLS, SCHOOL-BASED/TUTORING/COLLEGE ACCESS PROGRAMS, TREATMENT/RECOVERY PROGRAMS, SUMMER CAMPS, SEASONAL PROGRAMS, CRIMINAL JUSTICE/RE-ENTRY PROGRAMS, FAMILY STABILIZATION/CRISIS INTERVENTION PROGRAMS, MENTORING/CASE MANAGEMENT/SOCIAL SERVICES. OR COLLEGE ACCESS PROGRAMS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MUJERES UNIDAS AVANZANDO | |||||||
| 54 CLAYTON STREET | DORCHESTER | MA | 02122 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| UNITED NATIONS ASSOCIATION OF GREATER BOSTON | |||||||
| 200 PORTLAND ST STE 500 | BOSTON | MA | 02114 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| FAMILY ACCESS OF NEWTON | |||||||
| 492 WALTHAM STREET | NEWTON | MA | 02465 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| BRIGHTER BOSTON INC | |||||||
| 115 ELIOT STREET | CHESTNUT HILL | MA | 02467 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| BUILD GREATER BOSTON | |||||||
| 745 ATLANTIC AVENUE | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| CHELSEA EDUCATION FOUNDATION INC | |||||||
| 500 BROADWAY | CHELSEA | MA | 02150 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| CODESQUAD INC | |||||||
| 31 UNION SQUARE | SOMERVILLE | MA | 02143 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| DREAMING TREE FOUNDATION (DBA FRESH FILMS) | |||||||
| 639 38TH STREET | ROCK ISLAND | IL | 61201 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| FAMILIES FIRST PARENTING PROGRAMS | |||||||
| 99 BISHOP RICHARD ALLEN DRIVE | CAMBRIDGE | MA | 02139 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| FAMILY NURTURING CENTER OF MASSACHUSETTS | |||||||
| 200 BOWDOIN STREET | BOSTON | MA | 02122 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| FOUND IN TRANSLATION | |||||||
| 1532B DORCHESTER AVENUE | DORCHESTER | MA | 02122 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| JEWISH VOCATIONAL SERVICES | |||||||
| 75 FEDERAL STREET | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| JUST-A-START CORPORATION | |||||||
| 1035 CAMBRIDGE STREET 12 | CAMBRIDGE | MA | 02141 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| LOOP LAB INC | |||||||
| 872 MASSACHUSETTS AVE UNIT 1-5 | CAMBRIDGE | MA | 02139 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| OPERATION ABLE OF GREATER BOSTON | |||||||
| 174 PORTLAND STREET | BOSTON | MA | 02114 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| RAISING A READER MA | |||||||
| 98 HAMILTON PLACE 3RD FLOOR | BOSTON | MA | 02108 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| ROOM TO GROW | |||||||
| 142 BERKLEY STREET 22 | BOSTON | MA | 02116 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| SOCIEDAD LATINA INC | |||||||
| 1530 TREMONT STREET | ROXBURY | MA | 02120 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| SOUTH BOSTON NEIGHBORHOOD HOUSE | |||||||
| 136 H STREET | BOSTON | MA | 02127 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| THE SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| THIRD SECTOR NEW ENGLAND | |||||||
| 89 SOUTH STREET 70 | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $35,000 |
| TRUSTEES OF ELIOT SCHOOL (DBA ELIOT SCHOOL OF FINE & APPLIED ARTS) | |||||||
| 24 ELIOT STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| YOUTHBUILD BOSTON | |||||||
| 27 CENTRE STREET | ROXBURY | MA | 02119 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $305,000 | 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 | $9,257 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144,015 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,511 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$196,529 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$33,746 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$33,746 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $4,684 | Amt |
| Net Investment Income | $2,342 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,342 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $169,583 | EOYBookValueAmt |
| EOYFMV | $169,583 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,817,842 | EOYBookValueAmt |
| EOYFMV | $1,817,842 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $537,990 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $537,990 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | FMV | $3,342,704 | $3,342,704 |
| EXCHANGE TRADED PRODUCTS | FMV | $2,147,387 | $2,147,387 |
| REIT'S | FMV | $43,631 | $43,631 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $70 | $0 | $70 |
| ADR FEES | $14 | $14 | $0 |
| BANK FEES | $30 | $0 | $30 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIDELITY 1099MISC | Desc |
| Revenue And Expenses Per Books | $9,511 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,511 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,511 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $1,075,734 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $43,780 | $43,780 | $0 |
| GRANTS MANAGEMENT | $59,153 | $0 | $59,153 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $981 | Amt |
| Net Investment Income | $981 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |