ATRIUS HEALTH EQUITY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ATRIUS HEALTH EQUITY FOUNDATION INC (EIN 26-4517944)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-09
- IRS object ID
- 202441309349102904
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T13:43:29-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | 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 | 264517944 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATRIUS HEALTH EQUITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ATRI | BusinessNameControlTxt |
| Phone | 8572426717 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1047 | AddressLine1Txt |
| City | BROOKLINE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02446 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE TESO-LICHTMAN | PersonNm |
| Person Title | TREASURER AND DIRECTOR | PersonTitleTxt |
| Phone | 8572426717 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LESLIE | PersonFirstNm |
| Person Last | TESO-LICHTMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOYCE RIPIANZI CPA | PreparerPersonNm |
| PTIN | P00548581 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2024-05-09 | 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 | $139,239,800 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $11,697 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,380,452 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,380,452 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,392,149 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,380,452 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $195,595 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $191,268 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $68,793 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $74,028 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,994 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,994 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $70,447 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $59,968 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,307 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $34,595 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $502,496 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $112,950 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $351,409 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $104,177 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,065 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,738 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $490 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $490 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,987 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,977 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,027,351 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $112,950 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $759,467 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,670,357 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,000,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,697,708 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $112,950 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,759,467 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,694,441 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,267,502 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $851,316 | CashBOYAmt |
| Cash EOY | $246,153 | CashEOYAmt |
| Cash EOYFMV | $246,153 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $131,277,152 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl BOY | $434,852 | AcctRcvblBOYAmt |
| Prepaid Expenses EOY | $3,216 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,216 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $138,990,431 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $138,990,431 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $132,563,320 | TotalAssetsBOYAmt |
| Total Assets EOY | $139,239,800 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $139,239,800 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $14,846 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $106,527 | AccountsPayableEOYAmt |
| Grants Payable EOY | $670,357 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $14,846 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $776,884 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $132,548,474 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $138,462,916 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $132,548,474 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $138,462,916 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $132,563,320 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $139,239,800 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $132,548,474 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,694,441 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,220,001 | OtherIncreasesAmt |
| Subtotal | $138,462,916 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $138,462,916 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $73,218 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $73,218 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $73,218 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $77,813 | 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 | $77,813 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,595 | OverpaymentAmt |
| Applied To ES Tax | $4,595 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | ANN HWANG MD | IndividualWithBooksNm |
| Phone | 8572426717 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 PERKINS STREET UNIT C210 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02130 | 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| ANN HWANG MD | ||||||||
| 241 PERKINS STREET UNIT C210 | BOSTON | MA | 02130 | PRES. (AS OF 4/2023) AND CLERK | 40.00 | $194,435 | $1,160 | $0 |
| LESLIE TESO-LICHTMAN | ||||||||
| 241 PERKINS STREET UNIT C210 | BOSTON | MA | 02130 | TREASURER AND DIRECTOR | 4.00 | $0 | $0 | $0 |
| JON KINGSDALE PHD | ||||||||
| 241 PERKINS STREET UNIT C210 | BOSTON | MA | 02130 | INT. PRES.(UNTIL 3/2023)/BOARD CHAIR | 4.00 | $0 | $0 | $0 |
| MONICA BHAREL MD | ||||||||
| 241 PERKINS STREET UNIT C210 | BOSTON | MA | 02130 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RENEE CRICHLOW MD | ||||||||
| 241 PERKINS STREET UNIT C210 | BOSTON | MA | 02130 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| THOMAS GLYNN PHD | ||||||||
| 241 PERKINS STREET UNIT C210 | BOSTON | MA | 02130 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARY LEE MD | ||||||||
| 241 PERKINS STREET UNIT C210 | BOSTON | MA | 02130 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT MASTER MD | ||||||||
| 241 PERKINS STREET UNIT C210 | BOSTON | MA | 02130 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TRAVIS MCCREADY JD | ||||||||
| 241 PERKINS STREET UNIT C210 | BOSTON | MA | 02130 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JULITA MIR MD | ||||||||
| 241 PERKINS STREET UNIT C210 | BOSTON | MA | 02130 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES ROOSEVELT JR JD | ||||||||
| 241 PERKINS STREET UNIT C210 | BOSTON | MA | 02130 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY SANCHEZ MPA | ||||||||
| 241 PERKINS STREET UNIT C210 | BOSTON | MA | 02130 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| VINOD SAHNEY | ||||||||
| 241 PERKINS STREET UNIT C210 | BOSTON | MA | 02130 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JACK CONNORS | ||||||||
| 241 PERKINS STREET UNIT C210 | BOSTON | MA | 02130 | DIRECTOR (UNTIL 10/2023) | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HEALTH RESOURCES IN ACTION | |||||
| 2 BOYLSTON STREET 4TH FLOOR | BOSTON | MA | 02116 | PROGRAM CONSULTANT | $147,274 |
| VANGUARD | |||||
| 100 VANGUARD BLVD | MALVERN | PA | 19355 | INVESTMENT ADVISORY | $112,950 |
| BOLDLY GO PHILANTHROPY | |||||
| 4011 SOUTH 176TH CIRCLE | OMAHA | NE | 68130 | STRATEGY CONSULTANT | $78,532 |
| DENTERLEIN WORLDWIDE INC | |||||
| 3 POST OFFICE SQUARE SUITE 701 | BOSTON | MA | 02109 | PUBLIC RELATIONS CONSULTANT | $67,192 |
| EMVISION LLC | |||||
| 11 EDGEHILL ROAD | SWAMPSCOTT | MA | 01907 | PR/COMMUNICATIONS CONSULTANT | $51,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IN 2023, THE FOUNDATION PUBLICLY ANNOUNCED ITS LAUNCH, INCLUDING ITS MISSION OF CLOSING THE LIFE EXPECTANCY GAP IN EASTERN MASSACHUSETTS. AS PART OF ITS LAUNCH, THE FOUNDATION CARRIED OUT THE FOLLOWING ACTIVITIES: (1) AWARDED INAUGURAL GRANTS OF $500,000 EACH, TO TWO ORGANIZATIONS FOCUSED ON IMPROVING HEALTH EQUITY IN MASSACHUSETTS; (2) CONDUCTED A SERIES OF COMMUNITY ENGAGEMENT SESSIONS (ONE VIRTUAL AND EIGHT IN-PERSON, ACROSS EASTERN MASSACHUSETTS) AND FIELDED AN ON-LINE SURVEY, TO GATHER INPUT FROM COMMUNITY LEADERS ACROSS EASTERN MASSACHUSETTS ABOUT HOW THE FOUNDATION SHOULD DESIGN ITS PROGRAMS TO BEST ACHIEVE THE GOAL OF CLOSING THE LIFE EXPECTANCY GAP; (3) HELD AN EVENT IN BOSTON HIGHLIGHTING SOLUTIONS FOR CLOSING THE LIFE EXPECTANCY GAP, INCLUDING ISSUING A REPORT SUMMARIZES FINDINGS FROM THE COMMUNITY ENGAGEMENT SESSIONS; AND (4) ALLOCATED $9M TO BE USED FOR GRANTS TO ADDRESS MEDICAL DEBT IN MASSACHUSETTS. | Description1Txt |
| Expenses1 | $1,831,495 | Expenses1Amt |
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 | $100,804,452 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,519,947 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $134,324,399 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $134,324,399 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,014,866 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $132,309,533 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,615,477 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,615,477 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $73,218 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $73,218 | TotalTaxAmt |
| Distributable Before Adj | $6,542,259 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,542,259 | DistributableBeforeDedAmt |
| Deduction From Distributable | $5,233,807 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,308,452 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,759,467 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,759,467 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,308,452 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $622,303 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $622,303 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,759,467 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,308,452 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $451,015 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,073,318 | 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 | $1,073,318 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $622,303 | ExcessFromYear1Amt |
| Excess From Current Year | $451,015 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE MASSACHUSETTS LEAGUE OF COMMUNITY HEALTH CENTERS | ||||||
| 40 COURT STREET 10TH FLOOR | BOSTON | MA | 02108 | PC | SUPPORT THE HEALTH EQUITY COMPACT'S WORK | $500,000 |
| NEW COMMONWEALTH RACIAL EQUITY AND SOCIAL JUSTICE FUND INC | ||||||
| 67 KEMBLE STREET SUITE 33 | ROXBURY | MA | 02119 | PC | SUPPORT THE NEW COMMONWEALTH FUND'S GRANTMAKING | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,000,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HEALTH CARE FOR ALL INC | ||||||
| ONE FEDERAL STREET FIFTH FLOOR | BOSTON | MA | 02110 | PC | ADDRESSING MEDICAL DEBT IN MASSACHUSETTS COMMUNITIES | $482,770 |
| HEALTH LAW ADVOCATES INC | ||||||
| ONE FEDERAL STREET FIFTH FLOOR | BOSTON | MA | 02110 | PC | ADDRESSING MEDICAL DEBT IN MASSACHUSETTS COMMUNITIES | $187,587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $670,357 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,380,452 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,380,452 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,380,452 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPIC SYSTEMS CORPORATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1979 MILKY WAY | AddressLine1Txt |
| City | VERONA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53593 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $11,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $35,307 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $34,595 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $138,990,431 | BookValueAmt |
| EOYFMV | $138,990,431 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $70,447 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $59,968 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $888 | $0 | $0 | $888 |
| COMPUTER EQUIPMENT | $1,642 | $0 | $0 | $1,642 |
| IT FEES & SUBSCRIPTIONS | $4,411 | $0 | $0 | $1,352 |
| FOOD & BEVERAGE | $839 | $0 | $0 | $888 |
| BANK FEES | $4 | $0 | $0 | $4 |
| GIFTS AND AWARDS | $3,054 | $0 | $0 | $3,054 |
| INSURANCE | $6,591 | $0 | $0 | $6,591 |
| EVENT EXPENSE | $17,192 | $0 | $0 | $17,192 |
| SUPPLIES | $366 | $0 | $0 | $366 |
| FILING FEES | $2,000 | $0 | $0 | $2,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $3,220,001 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| IT MANAGEMENT | $2,599 | $0 | $0 | $2,584 |
| STRATEGY CONSULTANT | $76,366 | $0 | $0 | $78,532 |
| INVESTMENT ADVISORY FEES | $112,950 | $112,950 | $0 | $0 |
| PAYROLL PROCESSING FEES | $1,022 | $0 | $0 | $1,022 |
| HR CONSULTANT | $21,413 | $0 | $0 | $18,013 |
| PR/COMMUNICATIONS CONSULTING | $100,000 | $0 | $0 | $87,500 |
| PROGRAM CONSULTANT | $147,274 | $0 | $0 | $147,274 |
| OTHER PROFESSIONAL FEES | $40,872 | $0 | $0 | $16,484 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $104,177 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments