FOUNDATION M: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION M (EIN 04-3559359)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202411359349101021
- Schema version
- 2022v5.0
- 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 Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T08:12:13-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043191789 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MP PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Monarch Place | AddressLine1Txt |
| City | Springfield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043559359 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation M | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 9784759028 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 3219 | AddressLine1Txt |
| City | Andover | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018100804 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CASPER MARTIN | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 9784759028 | PhoneNum |
| Signature | 2024-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CASPER | PersonFirstNm |
| Person Last | MARTIN | 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 | Lisa G Behan | PreparerPersonNm |
| PTIN | P00633676 | PTIN |
| Phone | 4137391800 | PhoneNum |
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 | 2022 | 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 | $18,501,477 | 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 | $1,010,808 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10,818 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,818 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $327,162 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $327,162 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,003,908 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,273,030 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,003,908 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,049 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,152 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,364,745 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,346,040 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $79,193 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $79,193 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,182 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,482 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $799 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $102,974 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92,135 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $911,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $911,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,014,124 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92,135 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $915,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,350,621 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,253,905 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,525 | CashBOYAmt |
| Cash EOY | $40,973 | CashEOYAmt |
| Cash EOYFMV | $40,973 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,515,752 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,243,959 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,243,959 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $99,451 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $373,020 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $368,767 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,745,360 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,857,606 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,344,710 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $476,749 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $751,601 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $707,923 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $149,940 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $74,939 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $64,304 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $692,541 | OtherAssetsBOYAmt |
| Other Assets EOY | $730,841 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $730,841 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,722,318 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,072,939 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,501,477 | 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 | $11,722,318 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,072,939 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,722,318 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,072,939 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,722,318 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,072,939 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,722,318 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,350,621 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,072,939 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,072,939 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| REYNDERS, MCVEIGH CAPITAL MANAGEMENT- LONG TERM | P | $630,646 | $376,200 | $254,446 | $254,446 |
| HARRIS ASSOCIATES LP - SHORT TERM | P | $583,795 | $477,468 | $106,327 | $106,327 |
| HARRIS ASSOCIATES LP - LONG TERM | P | $2,023,128 | $1,415,454 | $607,674 | $607,674 |
| PARTNERSHIP INCOME-Windsail Credit Fund - LONG TERM | P | $16,492 | $16,492 | $16,492 | |
| PARTNERSHIP INCOME-COMMONFUND CAP PTNRS VII - LONG TERM | P | $18,969 | $18,969 | $18,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,003,908 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,429 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,429 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,429 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,177 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $36,177 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,748 | OverpaymentAmt |
| Applied To ES Tax | $18,748 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | Casper Martin | IndividualWithBooksNm |
| Phone | 6172269999 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O Reynders McVeigh 121 High St | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 |
|---|---|---|---|---|---|---|---|---|
| CASPER MARTIN | ||||||||
| C/O REYNDERS MCVEIGH 121 HIGH ST | BOSTON | MA | 02110 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| LINDA WOOLFORD | ||||||||
| C/O REYNDERS MCVEIGH 121 HIGH ST | BOSTON | MA | 02110 | TRUSTEE | 8.00 | $8,000 | $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 | $13,594,249 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,879,255 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,473,504 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,473,504 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $262,103 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,211,401 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $860,570 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $860,570 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,429 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,429 | TotalTaxAmt |
| Distributable Before Adj | $843,141 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $843,141 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $843,141 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $915,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $915,150 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $843,141 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $904,271 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $915,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $904,271 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,879 | 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 | $832,262 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CASPER MARTIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| A Better ChanceAndover | |||||
| PO Box 212 | Andover | MA | 01810 | General Purpose | $5,000 |
| ACLU | |||||
| 125 Broad Street 18th Fl | New York | NY | 10004 | General Purpose | $10,000 |
| American Red Cross | |||||
| 431 18th Street NW | Washington | DC | 20006 | Turkey Earthquake | $10,000 |
| Americares | |||||
| 88 Hamilton Ave | Stamford | CT | 06902 | Turkey/Ukraine | $10,000 |
| Animal Rescue League of Boston | |||||
| 10 Chandler Street | Boston | MA | 02116 | General Purpose | $5,000 |
| Appalachian Mountain Club | |||||
| 10 City Square | Boston | MA | 02129 | Barnard Tract Project | $100,000 |
| ASPCA | |||||
| PO Box 96929 | Washington | DC | 200906929 | General Purpose | $10,000 |
| Audubon Vermont | |||||
| 255 Sherman Hollow Road | Huntington | VT | 05462 | Working Lands Conservation Initiative | $35,000 |
| Best Friends Animal Society | |||||
| 5001 Angel Canyon Road | Kanab | UT | 84741 | General Purpose | $4,000 |
| Boston Area Gleaners | |||||
| 91 Martin Street | Acton | MA | 01720 | Food Pantry | $5,000 |
| Boston University (WBUR) | |||||
| 890 Commonwealth Ave | Boston | MA | 02215 | WBUR Underwriting | $3,650 |
| Boys & Girls Club of Haverhill | |||||
| 55 Emerson Street | Haverhill | MA | 01831 | General Purpose | $10,000 |
| Boys & Girls Club of Lawrence | |||||
| 136 Water Street | Lawrence | MA | 01841 | General Purpose | $12,000 |
| Boys & Girls Club of Lynn | |||||
| 25 North Common Street | Lynn | MA | 01902 | After School Art Program | $7,000 |
| Bread & Roses | |||||
| 58 Newbury Street | Lawrence | MA | 01840 | General Purpose | $5,000 |
| Cambridge Women's Center | |||||
| 46 Pleasant Street | Cambridge | MA | 02139 | General Purpose | $5,000 |
| Community Inroads | |||||
| 190 Academy Road | North Andover | MA | 01845 | General Purpose | $7,000 |
| Community Servings | |||||
| 179 Armory St | Jamaica Plain | MA | 02130 | General Purpose | $3,000 |
| Daily Table | |||||
| 120 Washington St | Dorchester | MA | 02124 | Food Pantry | $4,000 |
| Danielson Institute | |||||
| 185 Bay Road | Boston | MA | 02215 | General Purpose | $10,000 |
| Dismas House | |||||
| PO Box 30125 | Worcester | MA | 01603 | Initiative at Farm | $10,000 |
| Doctors Without Borders | |||||
| 333 Seventh Ave 2nd Fl | New York | NY | 10001 | Turkey/Syria | $10,000 |
| Ducks Unlimited | |||||
| 1 Waterfowl Way | Memphis | TN | 38120 | Restoration of Wetlands | $10,000 |
| Elizabeth Stone House | |||||
| One Financial Center Floor 41 | Boston | MA | 02111 | General Purpose | $4,000 |
| Ellis Early Learning | |||||
| 95 Berkeley St Ste 310 | Boston | MA | 02117 | General Purpose | $10,000 |
| Environmental Defense Fund | |||||
| 1875 Connecticut Ave NW | Washington | DC | 20009 | General Purpose | $5,000 |
| Equine Advocates | |||||
| PO Box 354 | Chatham | NY | 12037 | General Purpose | $15,000 |
| Essex County Community Foundation | |||||
| 175 Andover St Ste 101 | Danvers | MA | 01923 | Greater Lawrence Summer Fund | $7,500 |
| Family First Parent Program | |||||
| 50 Hunt Street Ste 320 | Watertown | MA | 02472 | Parent Leadership | $12,000 |
| Family Service Inc | |||||
| 430 North Canal Street | Lawrence | MA | 01840 | Youth Development | $20,000 |
| Farm Sanctuary | |||||
| PO Box 150 | Watkins Glen | NY | 14891 | General Purpose | $10,000 |
| Feeding America | |||||
| PO Box 96749 | Washington | DC | 20077 | Food Bank | $4,000 |
| Food Bank of Western MA The | |||||
| 25 Carew St | Chicopee | MA | 01020 | Food Bank | $4,000 |
| Food for Free | |||||
| 11 Inman Street | Cambridge | MA | 02139 | Food Pantry | $5,000 |
| Food for the World | |||||
| 516 Essex St | Lawrence | MA | 01841 | Food Pantry | $4,000 |
| Food Project The | |||||
| 10 Lewis Street | Lincoln | MA | 01773 | Food Pantry | $4,000 |
| Girls Inc of Holyoke | |||||
| PO Box 6812 | Holyoke | MA | 01041 | Programming for Elementary Aged Girls | $5,000 |
| Giving GardenSouth Church | |||||
| 44 Central St | Andover | MA | 01810 | Food Pantry | $6,000 |
| Greater Boston Food Bank The | |||||
| 70 S Bay Ave | Boston | MA | 02118 | Food Pantry | $5,000 |
| Healing Abuse | |||||
| 27 Congress St Ste 201 | Salem | MA | 01970 | Domestic Violence | $5,000 |
| Humane Society of US | |||||
| 12555 23rd St NW Ste 450 | Washington | DC | 20037 | General Purpose | $10,000 |
| Interfaith Social Services | |||||
| 105 Adams St | Quincy | MA | 02169 | Home Safe Program | $10,000 |
| International Fund for Animal Welfare | |||||
| 290 Summer Street | Yarmouth Port | MA | 02675 | Elephant & Atlantic Right Whale Protection | $10,000 |
| Ironwood Pig Sanctuary | |||||
| PO Box 35490 | Tuscon | AZ | 85740 | General Purpose | $4,000 |
| La Colaborativa | |||||
| 318 Broadway | Chelsea | MA | 02150 | General Purpose | $5,000 |
| Lazarus House Ministries | |||||
| PO Box 408 | Lawrence | MA | 01842 | General Purpose | $10,000 |
| Live and Let Live Farm Inc | |||||
| 20 Paradise Lane | Chichester | NH | 03258 | General Purpose | $4,000 |
| Lovelane | |||||
| 40 Baker Bridge Road | Lincoln | MA | 01773 | General Purpose | $3,000 |
| Lowell Humane Society | |||||
| 951 Broadway St | Lowell | MA | 01854 | General Purpose | $5,000 |
| Mass Audubon | |||||
| 208 S Great Pond Road | Lincoln | MA | 01773 | Lowell Leaders in Stewardship | $15,000 |
| Mass Assoc for the Blind & Vis Imp | |||||
| 200 Ivy St | Brookline | MA | 02446 | Services for Merrimack Valley Residents | $6,500 |
| Mass Immigrant & Refugee Advocates | |||||
| 105 Chauncy Street | Boston | MA | 02111 | General Purpose | $5,000 |
| Massachusetts Advocates for Children | |||||
| 25 Kingston St 2F | Boston | MA | 02111 | Autism Legal Support Center | $7,500 |
| Mercy Corps | |||||
| PO Box 37800 | Boone | IA | 500374800 | General Purpose | $5,000 |
| Merrimack River Feline Rescue Society | |||||
| 63 Elm Street | Salisbury | MA | 01952 | General Purpose | $10,000 |
| Merrimack River Watershed Council | |||||
| 60 Island St 211E | Lawsrence | MA | 01840 | General Purpose | $10,000 |
| Merrohawke Nature School | |||||
| 55 Towne Road | Boxford | MA | 01921 | General Purpose | $4,000 |
| MSPCA Nevins Farm | |||||
| 400 Broadway | Methuen | MA | 01844 | Low Cost Spay/Neuter | $10,000 |
| NAACP | |||||
| PO Box 1535 | Brockton | MA | 02303 | Legal Defense Fund & General Purpose | $14,000 |
| National Braille Press | |||||
| 88 St Stephen Street | Boston | MA | 02115 | General Purpose | $10,000 |
| Neighbors In Need | |||||
| PO Box 447 | Lawrence | MA | 01842 | General Purpose | $4,000 |
| New England Aquarium | |||||
| Central Wharf | Boston | MA | 02110 | Sea Turtle Rescue | $30,000 |
| New England Primate Conservancy | |||||
| PO Box 23 | Merrimack | MA | 01860 | General Purpose | $7,000 |
| New England Wildlife | |||||
| 500 Columbian Street | So Weymouth | MA | 02190 | General Purpose | $25,000 |
| Northeast Wilderness Trust | |||||
| 17 State St | Montpelier | VT | 05602 | Land Conservation & Protection | $10,000 |
| Open Space Institute | |||||
| 1370 Broadway | New York | NY | 10018 | General Purpose | $10,000 |
| Pathways for Children | |||||
| 29 Emerson Ave | Gloucester | MA | 01930 | Family Enrichment Program | $10,000 |
| People's PantryNorth Parish The | |||||
| 190 Academy Road | North Andover | MA | 01845 | Food Pantry | $8,000 |
| Pets of the Homeless | |||||
| 710 West Washington St | Carson City | NV | 897034221 | General Purpose | $4,000 |
| Planned Parenthood Federation of America | |||||
| 123 William Street | New York | NY | 10038 | Abortion ACcess | $10,000 |
| Planned Parenthood League of Mass | |||||
| 631 Lincoln Street | Worcester | MA | 01605 | General Purpose | $9,000 |
| Project Bread | |||||
| 145 Border Street | Boston | MA | 02128 | Food Pantry | $5,000 |
| Project Hope | |||||
| 66 Johnson Street | Lynn | MA | 01902 | General Purpose | $5,000 |
| Project LEARN | |||||
| 8 Kirk Street | Lowell | MA | 01852 | BookNooks | $6,000 |
| Raices | |||||
| 1305 North Flores St | San Antonio | TX | 78212 | General Purpose | $5,000 |
| Raising a Reader Massachusetts | |||||
| 9B Hamiulton Place 3rd Fl | Boston | MA | 02108 | RAR Lawrence | $10,000 |
| Rosie's Place | |||||
| 889 Harrison Avenue | Boston | MA | 02118 | General Purpose | $20,000 |
| Schools on Wheels | |||||
| 100 Laurel Street | East Bridgewater | MA | 02333 | General Purpose | $10,000 |
| Sheffield Land Trust | |||||
| 96 Main Street | Sheffield | MA | 01257 | General Purpose | $5,000 |
| Solihten Institute | |||||
| 2696 So Colorado Blvd | Denver | CO | 80222 | General Purpose | $25,000 |
| South Sudanese Enrichment for Families | |||||
| PO Box 492 | Lincoln | MA | 01773 | General Purpose | $5,000 |
| Southern Poverty Law Center | |||||
| 400 Washington Ave | Montgomery | AL | 36104 | General Purpose | $5,000 |
| UFW Foundation The | |||||
| PO Box 23400 | Los Angeles | CA | 90023 | General Purpose | $5,000 |
| Union of Concerned Scientists | |||||
| 2 Brattle Square | Cambridge | MA | 02138 | Clean Vehicles Program | $50,000 |
| United Negro College Fund | |||||
| 240 Commercial Street Unit 41 | Boston | MA | 02109 | General Purpose | $10,000 |
| Village Food Hub | |||||
| 23 Clark Road | Andover | MA | 01810 | General Purpose | $4,000 |
| Waltham Fields Community Farms | |||||
| 240 Beaver St | Waltham | MA | 02452 | General Purpose | $9,000 |
| Women's Lunch Place | |||||
| 67 Newbury Street | Boston | MA | 02116 | General Purpose | $10,000 |
| World Food Program USA | |||||
| 1725 I St NW | Washington | DC | 20006 | Turkey/Syria | $10,000 |
| Xerces Society | |||||
| 628 NE Broadway Ste 200 | Portland | OR | 97232 | General Purpose | $5,000 |
| YMCA of Metro North | |||||
| 2 Centennial Drive | Peabody | MA | 01960 | General Purpose | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $911,150 | 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 | $10,818 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $327,162 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $12,049 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,003,908 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,353,937 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,353,937 | 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 FEES | CategoryTxt |
| Amt | $6,800 | Amt |
| Net Investment Income | $3,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS - REYNDERS | BondNm |
| EOY Book Value | $751,601 | EOYBookValueAmt |
| EOYFMV | $707,923 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS - REYNDERS | $2,240,920 | $5,616,013 |
| COMMON STOCK - HARRIS | $5,616,686 | $7,728,697 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $373,020 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $368,767 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER - REYNDERS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $74,939 | BookValueAmt |
| EOYFMV | $64,304 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS - WINDSAIL | $254,881 | $246,503 | $246,503 |
| INVESTMENT - COMMONFUND CAPITAL PARTNERS | $437,660 | $484,338 | $484,338 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES & OTHER FEES | $96 | $60 | $0 |
| Postage Expense | $563 | $0 | $0 |
| MA Filing Fee | $140 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME-COMMONFUND CAP PTNRS VII | $85 | $85 | $85 |
| PARTNERSHIP INCOME-Windsail Credit Fund | $4,067 | $4,067 | $4,067 |
| Federal Tax Refund | $7,897 | $0 | $7,897 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT CUSTODIAN FEES | CategoryTxt |
| Amt | $79,193 | Amt |
| Net Investment Income | $79,193 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $5,482 | $5,482 | $0 |
| Domestic Taxes Paid | $2,700 | $0 | $0 |
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