GERONDELIS FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GERONDELIS FOUNDATION INC (EIN 04-6130871)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-21
- IRS object ID
- 202422349349100317
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-21T13:56:15-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823447701 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMAKIS INC CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 CENTRAL AVENUE SUITE 301 | AddressLine1Txt |
| City | LYNN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 019011190 | 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 | 046130871 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERONDELIS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERO | BusinessNameControlTxt |
| Phone | 7815953311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 CENTRAL AVENUE STE 201 | AddressLine1Txt |
| City | LYNN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY C DEMAKIS ESQ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7815953311 | PhoneNum |
| Signature | 2024-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | A DEMAKIS | PreparerPersonNm |
| PTIN | P01417596 | PTIN |
| Phone | 7815926120 | PhoneNum |
| Preparation | 2024-08-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $3,259,347 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $407 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $407 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $407 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $43,599 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,599 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $43,599 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $2,067,918 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,067,918 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $2,067,918 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $2,067,918 | NetRentalIncomeOrLossAmt |
| Other Income Rev And Expnss | $44,834 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $44,834 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $44,834 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,156,758 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,156,758 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,156,758 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $82,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $25,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $25,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $121,325 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $121,325 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $57,497 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $57,497 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $38,041 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38,041 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $323,863 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $241,863 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,590,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,378,680 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,914,363 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $241,863 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,378,680 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $242,395 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,914,895 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,156,758 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $427,943 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $880,975 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $880,975 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $32,463 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $82,902 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $62,480 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $62,480 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,779,257 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,007,322 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,315,892 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $170,020 | CorporateBondsBOYAmt |
| Invst Land Cost Or Other Basis | $3,910,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $3,910,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $3,910,000 | LandBldgInvestmentsEOYAmt |
| Total Assets BOY | $6,402,585 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,860,777 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,259,347 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $25,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $28,977 | AccountsPayableEOYAmt |
| Grants Payable BOY | $810,620 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,022,440 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $835,620 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,051,417 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,566,965 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,809,360 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,566,965 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,809,360 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,402,585 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,860,777 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,566,965 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $242,395 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,809,360 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,809,360 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,617 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $26,617 | SubtotalAmt |
| Tax Based On Investment Income | $26,617 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $26,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $227 | EsPenaltyAmt |
| Tax Due | $344 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GREGORY C DEMAKIS ESQ | IndividualWithBooksNm |
| Phone | 7815953311 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 SEA VIEW AVE | AddressLine1Txt |
| City | NAHANT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS C DEMAKIS ESQ | ||||||||
| 140 IPSWICH ROAD | TOPSFIELD | MA | 01983 | TREASURER | 000.00 | $8,000 | $0 | $0 |
| GREGORY C DEMAKIS ESQ | ||||||||
| 19 SEA VIEW AVE | NAHANT | MA | 01908 | PRESIDENT | 000.00 | $8,000 | $0 | $0 |
| PAUL C DEMAKIS ESQ | ||||||||
| 46 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| THOMAS L DEMAKIS | ||||||||
| 45 BLODGETT AVENUE | SWAMPSCOTT | MA | 01907 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| JOHN N DEMAKIS | ||||||||
| 1 LEO ROAD | MARBLEHEAD | MA | 01945 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| T PHILLIP COMENOS | ||||||||
| 1 DEXTER LANE | MANCHESTER | MA | 01944 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| ARTHUR KOURKOULIS | ||||||||
| 101 LITTLE NAHANT ROAD | NAHANT | MA | 01908 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| JOANNA DEMAKIS | ||||||||
| 18 6TH AVENUE 1507 | BROOKLYN | NY | 11217 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| NICHOLAS T ZERVAS | ||||||||
| 1245 ADAMS STREET | DORCHESTER | MA | 02124 | DIRECTOR | 000.00 | $2,000 | $0 | $0 |
| IRENE C DUROS | ||||||||
| 789 SUMMER STREET | LYNNFIELD | MA | 01940 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| CHRISTOPHER SCANGAS | ||||||||
| 25 SANDPIPER STRAND | CORONADO | CA | 92118 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,371,008 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $714,026 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $26,100,700 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,185,734 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $29,185,734 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $437,786 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,747,948 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,437,397 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,437,397 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,617 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,617 | TotalTaxAmt |
| Distributable Before Adj | $1,410,780 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,410,780 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,410,780 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,378,680 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,378,680 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,410,780 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $516,833 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $233,884 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $106,985 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $142,225 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $642,955 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,642,882 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,378,680 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,378,680 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $32,100 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $32,100 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,610,782 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $484,733 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,126,049 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $233,884 | ExcessFromYear4Amt |
| Excess From Year3 | $106,985 | ExcessFromYear3Amt |
| Excess From Year2 | $142,225 | ExcessFromYear2Amt |
| Excess From Year1 | $642,955 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GREGORY C DEMAKIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 CENTRAL AVENUE SUITE 201 | AddressLine1Txt |
| City | LYNN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7815953311 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN LETTERS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR FUNDING OF SCHOLARSHIP FOR PEOPLE OF GREEK HERITAGE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN COLLEGE OF GREECE | ||||||||||||
| 31 STATE STREET | BOSTON | MA | 02109 | NONE | PUBLIC | FOR FUNDING | $50,000 | |||||
| BOSTON UNIVERSITY TANGLEWOOD INSTIT | ||||||||||||
| 881 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PUBLIC | FOR FUNDING | $10,000 | |||||
| GREEK GROUP TUTORING | ||||||||||||
| 82 SIMONDS ROAD | LEXINGTON | MA | 02420 | NONE | PUBLIC | FOR FUNDING | $10,000 | |||||
| HOLY MONASTERY KALYVIANI | ||||||||||||
| NONE | PUBLIC | FOR FUNDING | $25,000 | HERAKLION | HERAKLION | CRETE | GR | |||||
| LYNN ECONOMIC OPPORTUNITY | ||||||||||||
| 156 BROAD STREET | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $50,000 | |||||
| RAW ART WORKS | ||||||||||||
| 37 CENTRAL SQ | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $10,000 | |||||
| SAINT VASILIOS GREEK ORTHODOX CHURC | ||||||||||||
| 5 PALEOLOGOS STREET | PEABODY | MA | 01960 | NONE | PUBLIC | FOR FUNDING | $75,680 | |||||
| UNITED SERVICES ORGANIZATION | ||||||||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | PUBLIC | FOR FUNDING | $50,000 | |||||
| AGGANIS FOUNDATION | ||||||||||||
| 85 EXCHANGE STREET | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $5,000 | |||||
| BOSTON UNIVERSITY | ||||||||||||
| 881 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| BOYS AND GIRLS CLUB OF LYNN | ||||||||||||
| 25 NORTH COMMON STREET | LYNN | MA | 01902 | NONE | PUBLIC | FOR FUNDING | $5,000 | |||||
| CARE DIMENSIONS | ||||||||||||
| 75 SYLVAN ST | DANVERS | MA | 01923 | NONE | PUBLIC | FOR FUNDING | $5,000 | |||||
| CHILDRENS LAW CENTER | ||||||||||||
| 501 3RD STREET | WASHINGTON | DC | 20001 | NONE | PUBLIC | FOR FUNDING | $25,000 | NW 8TH FLOOR | ||||
| COLUMBIA UNIVERSITY | ||||||||||||
| 535 WEST 114TH ST | NEW YORK | NY | 10027 | NONE | PUBLIC | SCHOLARSHIP | $35,000 | |||||
| CORNELL UNIVERSITY | ||||||||||||
| 616 THURSTON AVE | ITHACA | NY | 14853 | NONE | PUBLIC | SCHOLARSHIP | $15,000 | |||||
| DORMITION OF THE VIRGIN MARY GREEK | ||||||||||||
| 29 CENTRAL STREET | SOMERVILLE | MA | 02143 | NONE | PUBLIC | FOR FUNDING | $25,000 | |||||
| DUKE UNIVERSITY | ||||||||||||
| 2127 CAMPUS DRIVE | DURHAM | NC | 27708 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| EMORY UNIVERSITY | ||||||||||||
| 201 DOWMAN DRIVE | ATLANTA | GA | 30322 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | NE 408 | ||||
| GEORGIA INSTITUTE OF TECHNOLOGY | ||||||||||||
| 225 NORTH AVENUE | ATLANTA | GA | 30332 | NONE | PUBLIC | SCHOLARSHIP | $45,000 | |||||
| GREEK 4 KIDS | ||||||||||||
| 1345 CENTRE STREET | NEWTON | MA | 02459 | NONE | PUBLIC | FOR FUNDING | $15,000 | |||||
| HABITAT PLUS INC | ||||||||||||
| 520 ESSEX STREET | LYNN | MA | 01902 | NONE | PUBLIC | FOR FUNDING | $17,500 | |||||
| HARVARD BUSINESS SCHOOL | ||||||||||||
| 1 HARVARD YARD | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | FOR FUNDING | $10,000 | |||||
| HARVARD COLLEGE FUND | ||||||||||||
| 48 QUINCY STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | FOR FUNDING | $5,000 | |||||
| HARVARD UNIVERSITY | ||||||||||||
| 1 HARVARD YARD | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | FOR FUNDING | $5,000 | |||||
| HAVEN PROJECT | ||||||||||||
| 57 MUNROE ST | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $10,000 | |||||
| HELLENIC WOMAN'S BENEVOLENT ASSOCIA | ||||||||||||
| 601 SHERMAN STREET | CANTON | MA | 02021 | NONE | PUBLIC | FOR FUNDING | $38,500 | |||||
| HIGH SCHOOL SCHOLARSHIPS | ||||||||||||
| 56 CENTRAL AVE | LYNN | MA | 01901 | NONE | PRIVATE | SCHOLARSHIP | $80,000 | |||||
| HOLY ASCENSION GREEK ORTHODX CHURCH | ||||||||||||
| 1440 LAURA STREET | CLEARWATER | FL | 33755 | NONE | PUBLIC | FOR FUNDING | $50,000 | |||||
| JOHNS HOPKINS UNIVERSITY | ||||||||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PUBLIC | FOR FUNDING | $5,000 | |||||
| LEAP FOR EDUCATION | ||||||||||||
| 35 CONGRESS ST | SALEM | MA | 01970 | NONE | PUBLIC | FOR FUNDING | $25,000 | SUITE 102 | ||||
| LYNN MUSEUM | ||||||||||||
| 590 WASHINGTON STREET | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $10,000 | |||||
| MICHIGAN STATE | ||||||||||||
| 426 AUDITORIUM ROAD | EAST LANSING | MI | 48824 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| NEW YORK UNIVERSITY | ||||||||||||
| 70 WASHINGTON SQUARE | NEW YORK | NY | 10012 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | SOUTH | ||||
| NORTH SHORE COMMUNITY DEVELOPMENT | ||||||||||||
| 51 FRANKLIN STREET | SALEM | MA | 01970 | NONE | PUBLIC | FOR FUNDING | $50,000 | |||||
| NORTHWESTERN UNIVERSITY | ||||||||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | NONE | PUBLIC | FOR FUNDING | $5,000 | |||||
| PENNSYLVANIA STATE UNIVERSITY | ||||||||||||
| 201 OLD MAIN | UNIVERSITY PARK | PA | 16802 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| PURDUE UNIVERSITY | ||||||||||||
| 610 PURDUE MALL WEST | LAFAYETTE | IN | 47907 | NONE | PUBLIC | FOR FUNDING | $30,000 | |||||
| ROCKVILLE ROTARY CLUB FOUNDATION | ||||||||||||
| PO BOX 4100 | ROCKVILLE | MD | 20849 | NONE | PUBLIC | FOR FUNDING | $50,000 | |||||
| RUTGERS THE STATE UNIVERSITY OF NE | ||||||||||||
| 83 SOMERSET STREET | NEW BRUNSWICK | NJ | 08901 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| SAINT BASIL ACADEMY | ||||||||||||
| 79 SAINT BASIL ROAD | GARRISON | NY | 10524 | NONE | PUBLIC | FOR FUNDING | $1,000 | |||||
| SAINT MARYS HIGH SCHOOL | ||||||||||||
| 35 TREMONT STREET | LYNN | MA | 01902 | NONE | PUBLIC | FOR FUDING | $40,000 | |||||
| SAINT VASILIOS GREEK ORTHODOX CHURC | ||||||||||||
| 5 PALEOLOGOS STREET | PEABODY | MA | 01960 | NONE | PUBLIC | FOR FUNDING | $1,000 | |||||
| SCHOOL OF THE ART INSTITUTE OF CHIC | ||||||||||||
| 36 S WABASH AVENUE | CHICAGO | IL | 60603 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| ST GEORGE GREEK ORTHODOX CHURCH | ||||||||||||
| 54 SOUTH COMMON STREET | LYNN | MA | 01902 | NONE | PUBLIC | FOR FUNDING | $155,000 | |||||
| STONY BROOK UNIVERSITY | ||||||||||||
| 100 NICOLLS ROAD | STONY BROOK | NY | 11794 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| SUFFOLK UNIVERSITY | ||||||||||||
| 73 TREMONT ST | BOSTON | MA | 02108 | NONE | PUBLIC | FOR FUNDING | $50,000 | |||||
| TEXAS A&M | ||||||||||||
| 750 AGRONOMY ROAD | COLLEGE STATION | TX | 77840 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| THE CATHOLIC SCHOOLS FOUNDATION INC | ||||||||||||
| 67 BATTERYMARCH STREET | BOSTON | MA | 02110 | NONE | PUBLIC | FOR FUNDING | $45,000 | 6TH FLOOR | ||||
| UNITED SERVICES ORGANIZATION | ||||||||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | PUBLIC | FOR FUNDING | $50,000 | |||||
| UNIVERSITY OF CALIFORNIA BERKLEY | ||||||||||||
| 2227 PIEDMONT AVE | BERKLEY | CA | 94704 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |||||
| UNIVERSITY OF CALIFORNIA LOS ANGEL | ||||||||||||
| 757 WESTWOOD PLAZA | LOS ANGELES | CA | 90095 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF CALIFORNIA REGENTS | ||||||||||||
| 1111 FRANKLIN ST 12TH FL | OAKLAND | CA | 94607 | NONE | PUBLIC | FOR FUNDING | $5,000 | |||||
| UNIVERSITY OF CHICAGO LAW SCHOOL | ||||||||||||
| 111 E 60TH ST | CHICAGO | IL | 60637 | NONE | PUBLIC | SCHOLARSHIP | $15,000 | |||||
| UNIVERSITY OF DELAWARE | ||||||||||||
| 210 S COLLEGE AVE | NEWARK | DE | 19716 | NONE | PUBLIC | SCHOLARSHIP | $15,000 | |||||
| UNIVERSITY OF FLORIDA | ||||||||||||
| 201 CRISER HALL | GAINESVILLE | FL | 32611 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF ILLINOIS URBANA CHAM | ||||||||||||
| 528 EAST GREEN ST | CHAMPAIGN | IL | 61820 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF MASSACHUSETTS LOWELL | ||||||||||||
| 220 PAWTUCKET ST | LOWELL | MA | 01854 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF MINNESOTA DENTISTRY | ||||||||||||
| 515 DELAWARE STREET | MINNEAPOLIS | MN | 55455 | NONE | PUBLIC | FOR FUNDING | $5,000 | SE | ||||
| UNIVERSITY OF PENNSYLVANIA | ||||||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PUBLIC | SCHOLARSHIP | $25,000 | |||||
| UNIVERSITY OF PITTSBURGH | ||||||||||||
| 4200 5TH AVE | PITTSBURGH | PA | 15260 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||||||
| 3551 TROUSDALE PKWY | LOS ANGELES | CA | 90089 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |||||
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78705 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF VIRGINIA | ||||||||||||
| 190 MCCORMICK ROAD | CHARLOTTESVILLE | VA | 22903 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF WISCONSIN-MADISON | ||||||||||||
| 500 LINCOLN DR | MADISON | WI | 53706 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| VANDERBILT UNIVERSITY | ||||||||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37235 | NONE | PUBLICE | SCHOLARSHIP | $5,000 | |||||
| YALE UNIVERSITY | ||||||||||||
| 149 ELM STREET | NEW HAVEN | CT | 06511 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,378,680 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| DORMITION OF THE VIRGIN MARY GREEK | ||||||||
| 29 CENTRAL STREET | SOMERVILLE | MA | 02143 | NONE | PUBLIC | FOR FUNDING | $75,000 | |
| HELLENIC WOMAN'S BENEVOLENT ASSOCIA | ||||||||
| 601 SHERMAN STREET | CANTON | MA | 02021 | NONE | PUBLIC | FOR FUNDING | $37,500 | |
| LEAP FOR EDUCATION | ||||||||
| 35 CONGRESS ST | SALEM | MA | 01970 | NONE | PUBLIC | FOR FUNDING | $75,000 | SUITE 102 |
| ST GEORGE GREEK ORTHODOX CHURCH | ||||||||
| 54 SOUTH COMMON STREET | LYNN | MA | 01902 | NONE | PUBLIC | FOR FUNDING | $150,000 | |
| THE CATHOLIC SCHOOLS FOUNDATION INC | ||||||||
| 67 BATTERYMARCH STREET | BOSTON | MA | 02110 | NONE | PUBLIC | FOR FUNDING | $80,000 | 6TH FLOOR |
| UNITED SERVICES ORGANIZATION | ||||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | PUBLIC | FOR FUNDING | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $467,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $407 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,599 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,067,918 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REALIZED CAPITAL GAIN ON IN | Desc |
| Related Or Exempt Function Incm | $44,834 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $44,006 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,112,752 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,156,758 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $25,000 | Amt |
| Net Investment Income | $25,000 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORP BONDS | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OTHER INVESTMENT | $123,086 | $102,890 |
| HEDGE FUNDS | $521,173 | $530,658 |
| COMMON STOCK | $1,363,063 | $1,682,344 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND | CategoryOrItemTxt |
| Cost Or Other Basis | $3,910,000 | CostOrOtherBasisAmt |
| Book Value | $3,910,000 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $146 | $146 |
| COMMISSIONS | $4,167 | $4,167 |
| INVESTMENT FEES | $16,882 | $16,882 |
| MISCELLANEOUS EXPENSE | $1,144 | $1,144 |
| OFFICE EXPENSE | $485 | $485 |
| SCHOLARSHIP ADVERTISING | $1,232 | $1,232 |
| WEBSITE DEVELOPMENT AND MAINT | $13,985 | $13,985 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REALIZED CAPITAL GAIN ON INV | Desc |
| Revenue And Expenses Per Books | $44,834 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $44,834 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $44,834 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMIN. FEES | CategoryTxt |
| Amt | $121,325 | Amt |
| Net Investment Income | $121,325 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER TAXES | CategoryTxt |
| Amt | $57,497 | Amt |
| Net Investment Income | $57,497 | NetInvestmentIncomeAmt |
Comments