THE MENTOR NETWORK CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE MENTOR NETWORK CHARITABLE FOUNDATION INC (EIN 20-4935290)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-15
- IRS object ID
- 202422289349100232
- 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 Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-15T15:44:39-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471096596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAFFOL AND COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 CHESTNUT ST SUITE 11 | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02492 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204935290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MENTOR NETWORK CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MENT | BusinessNameControlTxt |
| Phone | 6177904800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 313 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022101218 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GINA MARTIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6177904800 | PhoneNum |
| Signature | 2024-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN VITALE | PreparerPersonNm |
| PTIN | P01922134 | PTIN |
| Phone | 7814444926 | PhoneNum |
| Preparation | 2024-08-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $873,187 | 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 | $100 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,799 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,799 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,279 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,279 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$52,599 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $404,158 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$14,421 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,078 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $170 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $170 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,495 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,505 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,261 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,186 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,075 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $632 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,082 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,082 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,145 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,681 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,832 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $247,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $247,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $273,645 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,681 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $259,332 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$288,066 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,397 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $455,678 | CashBOYAmt |
| Cash EOY | $149,317 | CashEOYAmt |
| Cash EOYFMV | $149,317 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,092,874 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $243,605 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $259,773 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $527,708 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $448,930 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,167 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,167 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,548,552 | TotalAssetsBOYAmt |
| Total Assets EOY | $935,797 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $873,187 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $1,548,552 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $935,797 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,548,552 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $935,797 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,548,552 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $935,797 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,548,552 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$288,066 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,260,486 | SubtotalAmt |
| Other Decreases | $324,689 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $935,797 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VIA FIDELITY - 1617 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $404,158 | GrossSalesPriceAmt |
| Cost Or Other Basis | $456,757 | CostOrOtherBasisAmt |
| Gain Or Loss | -$52,599 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$52,599 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$52,599 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $339 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $339 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $339 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $339 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEATHER LESOGOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177904800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 313 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022101218 | 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GINA MARTIN | ||||||||
| 313 CONGRESS STREET | BOSTON | MA | 02210 | PRESIDENT AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| HEATHER LESOGOR | ||||||||
| 313 CONGRESS STREET | BOSTON | MA | 02210 | TREASURER AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| JENNIFER NEVILLE | ||||||||
| 313 CONGRESS STREET | BOSTON | MA | 02210 | CLERK AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| WHITNEY SHUFELT | ||||||||
| 313 CONGRESS STREET | BOSTON | MA | 02210 | EXECUTIVE DIRECTOR AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| NARDA SHUTT | ||||||||
| 313 CONGRESS STREET | BOSTON | MA | 02210 | ASSISTANT TREASURER AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| NATASHA HUDSPETH | ||||||||
| 313 CONGRESS STREET | BOSTON | MA | 02210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PATRICK PICCCININNO | ||||||||
| 313 CONGRESS STREET | BOSTON | MA | 02210 | 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 |
| 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 | $965,777 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,613 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,060,390 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,060,390 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,906 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,044,484 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,224 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,224 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $339 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $339 | TotalTaxAmt |
| Distributable Before Adj | $51,885 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,885 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,885 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $259,332 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $259,332 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,885 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $106,999 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $106,007 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $98,577 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $311,864 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $313,897 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $937,344 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $259,332 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,885 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $207,447 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,144,791 | 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 | $106,999 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,037,792 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $106,007 | ExcessFromYear4Amt |
| Excess From Year3 | $98,577 | ExcessFromYear3Amt |
| Excess From Year2 | $311,864 | ExcessFromYear2Amt |
| Excess From Year1 | $313,897 | ExcessFromYear1Amt |
| Excess From Current Year | $207,447 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WHITNEY SHUFELT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 313 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6177904800 | RecipientPhoneNum |
| Recipient Email Address | WHITNEY.SHUFELT@SEVITAHEALTH.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | A REQUEST LETTER WITH SPECIFICS ABOUT USE OF FUNDS, BUDGET, AND AMOUNT REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RETRICTIONS. LIMITATIONS OF AMOUNT, NO MORE THAN $50,000. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 53 FAMILIES | |||||||
| 1122 KENILWORTH DRIVE 502 | TOWSON | MD | 21204 | NO RELATIONSHIP | P C | GENERAL OPERATING SUPPORT | $2,500 |
| ADAPTIVE RECREATIONAL SERVICES INC | |||||||
| 600 N GERMAN ST | NEW ULM | MN | 56073 | NO RELATIONSHIP | P C | GENERAL OPERATING SUPPORT | $2,500 |
| ALLEN CHILD PROTECTION CENTER | |||||||
| 212 W DALE ST | WATERLOO | IA | 50703 | NO RELATIONSHIP | P C | GENERAL OPERATING SUPPORT | $2,500 |
| BENEVOLENT AND PROTECTIVE ORDER OF ELKS USA | |||||||
| 100 LONG POND RD UNIT 1476 | PLYMOUTH | MA | 02362 | NO RELATIONSHIP | P C | GENERAL OPERATING SUPPORT | $2,500 |
| BENEVOLENT AND PROTECTIVE ORDER OF ELKS USA | |||||||
| PO BOX 754 | FARIBAULT | MN | 55021 | NO RELATIONSHIP | P C | GENERAL OPERATING SUPPORT | $2,500 |
| CENTER FOR THE STUDY OF SOCIAL POLICY | |||||||
| 1575 EYE STREET NW SUITE 500 | WASHINGTON | DC | 20005 | NO RELATIONSHIP | P C | SUPPORT FOR YOUTH THRIVE 4YOUTH PROGRAM FOR YOUNG ADULTS | $40,000 |
| CENTRAL CITY BOXING AND BARBELL | |||||||
| 355 BERKSHIRE AVE | SPRINGFIELD | MA | 01109 | NO RELATIONSHIP | P C | GENERAL OPERATING SUPPORT | $2,500 |
| CHRISTIAN FELLOWSHIP MISSIONARY BAPTIST CHURCH | |||||||
| 930 WEST 4TH STREET | WATERLOO | IA | 50702 | NO RELATIONSHIP | P C | GENERAL OPERATING SUPPORT | $2,500 |
| EAST POTTS HOT SHOTS 4-H CLUB | |||||||
| 406 DR VAN ZEE RD SUITE 102 | OAKLAND | IA | 51560 | NO RELATIONSHIP | P C | GENERAL OPERATING SUPPORT | $2,500 |
| HOPE WORLDWIDE LTD | |||||||
| 214 CONCORD ST | FRAMINGHAM | MA | 01702 | NO RELATIONSHIP | P C | GENERAL OPERATING SUPPORT | $2,500 |
| KIDPOWER TEENPOWER FULLPOWER | |||||||
| PO BOX 1212 | SANTA CRUZ | CA | 95061 | NO RELATIONSHIP | P C | SUPPORT FOR FROM TRAUMA TO THRIVING RESILIENCE SKILL-BUILDING FOR AT-RISK POPULATIONS | $15,000 |
| MAGDALENE HOPE | |||||||
| PO BOX 2631 | BAKERSFIELD | CA | 93303 | NO RELATIONSHIP | P C | GENERAL OPERATING SUPPORT | $2,500 |
| MINNESOTA FIRST RESPONDERS GROUP INC | |||||||
| 306 N MADISON STREET | MINNESOTA | MN | 56264 | NO RELATIONSHIP | P C | GENERAL OPERATING SUPPORT | $2,500 |
| MORE NETWORK | |||||||
| 503 WASHINGTON AVE | MARSHALL | MN | 56258 | NO RELATIONSHIP | P C | GENERAL OPERATING SUPPORT | $2,500 |
| NATIONAL ASSOCIATION OF STATE HEAD INJURY ADMIN | |||||||
| PO BOX 1878 | ALABASTER | AL | 35007 | NO RELATIONSHIP | P C | SUPPORT FOR DEVELOPMENT, CREATION, AND UPDATES OF PUBLICLY-AVAILABLE 50-STATE BRAIN INJURY SERVICES GUIDE | $40,000 |
| NATIONAL INCLUSION PROJECT | |||||||
| PO BOX 110104 | DURHAM | NC | 27709 | NO RELATIONSHIP | P C | SUPPORT FOR INCLUSIVE RECREATION SPECIALIST COURSE | $40,000 |
| NOEL ALEXANDRIA FOUNDATION | |||||||
| 8200 STOCKDALE HWY STE M10-344 | BAKERSFIELD | CA | 93311 | NO RELATIONSHIP | P C | GENERAL OPERATING SUPPORT | $2,500 |
| PHANTOMS CHARITIES | |||||||
| 701 HAMILTON ST | ALLENTOWN | PA | 18101 | NO RELATIONSHIP | P C | GENERAL OPERATING SUPPORT | $2,500 |
| RESPECTABILITY | |||||||
| 43 TOWN COUNTRY DRIVE SUITE 119-181 | FREDERICKSBURG | VA | 22405 | NO RELATIONSHIP | P C | SUPPORT FOR NATIONAL LEADERSHIP APPRENTICESHIP PROGRAM | $20,000 |
| RISE ABOVE FOUNDATION | |||||||
| PO BOX 174 | NORTHRIDGE | MA | 01534 | NO RELATIONSHIP | P C | SUPPORT FOR PROGRAMMING THAT PROVIDES EXPERIENCES FOR YOUTH IN FOSTER CARE | $20,000 |
| RURITAN NATIONAL CORORATION | |||||||
| 102 GILLIS LANE | CHUCKEY | TN | 37641 | NO RELATIONSHIP | P C | GENERAL OPERATING SUPPORT | $2,500 |
| SAINT (SAVING ANIMALS IN NEED TODAY) RESCUE AND ADOPTION CENTER | |||||||
| 1200 16TH AVE SW | CEDAR RAPIDS | IA | 52404 | NO RELATIONSHIP | P C | GENERAL OPERATING SUPPORT | $2,500 |
| SOUTHEAST MINNESOTA TOYS FOR TOTS | |||||||
| 70776 220TH AVENUE | HAYFIELD | MN | 55940 | NO RELATIONSHIP | P C | GENERAL OPERATING SUPPORT | $2,500 |
| SPECIAL OLYMPICS MISSOURI | |||||||
| 305 SPECIAL OLYMPICS DRIVE | JEFFERSON CITY | MO | 65101 | NO RELATIONSHIP | P C | GENERAL OPERATING SUPPORT | $2,500 |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | NO RELATIONSHIP | P C | SUPPORT FOR HEALTHY COMMUNITIES DIGITAL APP DEVELOPMENT AND PILOT | $25,000 |
| WINDOM YOUTH HOCKEY ASSOCIATION INC | |||||||
| PO BOX 41 | WINDOM | MN | 56101 | NO RELATIONSHIP | P C | GENERAL OPERATING SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $247,500 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $5,799 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $32,279 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$52,599 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$52,599 | ExclusionAmt |
| Related Or Exempt Function Incm | $38,078 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$14,521 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | FUNDS ARE USED TO MAKE CONTRIBUTIONS TO ONE OR MORE CHARITABLE ENTITY |
| 4 | FUNDS ARE USED TO MAKE CONTRIBUTIONS TO ONE OR MORE CHARITABLE ENTITY |
| 7 | FUNDS ARE USED TO MAKE CONTRIBUTIONS TO ONE OR MORE CHARITABLE ENTITY |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $8,495 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,505 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $527,708 | EOYBookValueAmt |
| EOYFMV | $448,930 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $243,605 | EOYBookValueAmt |
| EOYFMV | $259,773 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SHORT-TERM FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $15,167 | BookValueAmt |
| EOYFMV | $15,167 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL SERVICES | CategoryTxt |
| Legal Fees | $170 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $170 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT REPORTING CASH BASIS OF INVESTMENTS | Desc |
| Amt | $324,689 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $1,082 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,082 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $9,261 | Amt |
| Net Investment Income | $5,186 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,075 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL INCOME TAX | $597 | $0 | $0 | $0 |
| MA FORM PC | $35 | $0 | $0 | $0 |
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