ONCE HERE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ONCE HERE FOUNDATION (EIN 81-7001052)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-02
- IRS object ID
- 202422469349100202
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-02T07:43:37-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | 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 | 817001052 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Once Here Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KARL BANDTEL | InCareOfNm |
| Business Name Control | ONCE | BusinessNameControlTxt |
| Phone | 7814551400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 Highland Street | AddressLine1Txt |
| City | Cambridge | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARL BANDTEL | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2127733000 | PhoneNum |
| Signature | 2024-05-15 | 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 | Michael Sales | PreparerPersonNm |
| PTIN | P01770943 | PTIN |
| Phone | 7325164200 | PhoneNum |
| 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 | $46,765,854 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $67,429 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $67,429 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,268,686 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,268,686 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $0 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $1 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,102,918 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,646,589 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,102,918 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,439,034 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,439,034 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $3,417 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,417 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,400 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $75,821 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,821 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $49,675 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $49,675 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $785 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $785 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $140,498 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,896 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,602 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,625,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,625,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,765,498 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,896 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,634,602 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $673,536 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,378,138 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,633,631 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,239,855 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,239,855 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,923,367 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,923,367 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,902,400 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Bonds BOY | $6,856,794 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,000,665 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,629,761 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $23,985,266 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,958,382 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $33,053,878 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,000,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $60,040 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,989,635 | LandBOYAmt |
| Land EOY | $2,939,960 | LandEOYAmt |
| Land EOYFMV | $2,939,960 | LandEOYFMVAmt |
| Total Assets BOY | $40,388,693 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,062,229 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,765,854 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $40,388,693 | CapitalStockBOYAmt |
| Capital Stock EOY | $41,062,229 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,388,693 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,062,229 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,388,693 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,062,229 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,388,693 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $673,536 | ExcessRevenueOverExpensesAmt |
| Subtotal | $41,062,229 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $41,062,229 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $2,646,589 | GrossSalesPriceAmt |
| Cost Or Other Basis | $543,671 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,102,918 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,102,918 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,102,918 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $46,956 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $46,956 | SubtotalAmt |
| Tax Based On Investment Income | $46,956 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $75,468 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $75,468 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $28,512 | OverpaymentAmt |
| Applied To ES Tax | $28,512 | AppliedToESTaxAmt |
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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARL BANDTEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7814551400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 HIGHLAND STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KARL BANDTEL | ||||||||
| 17 HIGHLAND STREET | CAMBRIDGE | MA | 02138 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| FARLEY URMSTON | ||||||||
| 17 HIGHLAND STREET | CAMBRIDGE | MA | 02138 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE ATTACHED | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,495,241 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,792,372 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,287,613 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,287,613 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $649,314 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,638,299 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,131,915 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,131,915 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46,956 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $46,956 | TotalTaxAmt |
| Distributable Before Adj | $2,084,959 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,084,959 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,084,959 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,634,602 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,634,602 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,084,959 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $373,143 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $2,634,602 | QualifyingDistributionsAmt |
| Applied To Year1 | $373,143 | AppliedToYear1Amt |
| Applied To Current Year | $2,084,959 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $176,500 | RemainingDistriFromCorpusAmt |
| Total Corpus | $176,500 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $176,500 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $176,500 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KARL BANDTEL | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY CHARITABLE | |||||||
| PO BOX 770001 | CINCINATTI | OH | 45277 | N/A | PC | General Support | $900,000 |
| Wellington Management Foundation | |||||||
| 280 CONGRESS STREET | BOSTON | MA | 022101023 | N/A | PC | General Support | $200,000 |
| Concord Prison Outreach Inc | |||||||
| 100 MAIN ST STE 130 | Concord | MA | 017422528 | N/A | PC | General Support | $100,000 |
| Curious Learning A Global Literacy Project Inc | |||||||
| 27 POND ST | Amesbury | MA | 019132324 | N/A | PC | General Support | $75,000 |
| Shooting Touch | |||||||
| East Building 2nd Floor | Boston | MA | 02136 | N/A | PC | General Support | $125,000 |
| Harvard Divinity School | |||||||
| 45 Francis Ave | CAMBRIDGE | MA | 02138 | N/A | PC | General Support | $225,000 |
| Louis D Brown Peace Institute Corporation | |||||||
| 15 CHRISTOPHER ST | Dorchester | MA | 021221218 | N/A | PC | General Support | $100,000 |
| Mothers for Justice and Equality Inc | |||||||
| 184 DUDLEY STREET LL109 | Roxbury | MA | 021192561 | N/A | PC | General Support | $125,000 |
| Lovelane Special Needs Horseback Riding Program | |||||||
| 40 Baker Bridge Road | Lincoln | MA | 01773 | N/A | PC | General Support | $75,000 |
| United South End Settlements | |||||||
| 48 RUTLAND ST | BOSTON | MA | 021181526 | N/A | PC | General Support | $100,000 |
| Mclean Hospital | |||||||
| 115 MILL STREET | BELMONT | MA | 02478 | N/A | PC | General Support | $75,000 |
| Camp Jabberwocky | |||||||
| 200 Greenwood Ave | Vineyard Haven | MA | 02568 | N/A | PC | General Support | $100,000 |
| Friends of Matenwa Inc | |||||||
| 91 ABERDEEN AVE | Cambridge | MA | 021384646 | N/A | PC | General Support | $125,000 |
| MGH Foundation | |||||||
| 4 PORTER SCHOOL RD | Barrington | MA | 600102670 | N/A | PC | General Support | $200,000 |
| Calling All Crows | |||||||
| PO Box 740024 | Arvada | CO | 80006 | N/A | PC | General Support | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,625,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,429 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,268,686 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,102,918 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,439,033 | ExclusionAmt |
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,439,034 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 5b | LineNumberTxt |
| Relationship Statement | RENTAL INCOME FOR LEASE OF PROPERTY TO 501(C)(3) ORGANIZATION IN FURTHERANCE OF EXEMPT PURPOSES. | RelationshipStatementTxt |
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 FEES | CategoryTxt |
| Amt | $10,800 | Amt |
| Net Investment Income | $5,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,400 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| LAND | 2022-10-18 | $1,062,683 | L | |||
| BUILDINGS | 2022-10-18 | $1,937,317 | SL | $10,365 | 39 | $49,675 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CANADIAN NAT RES LTD | $340,847 | $318,894 |
| CROWN AMERS LLC NOTE | $38,511 | $40,740 |
| MARRIOTT INTL INC NEW SER | $455,345 | $497,480 |
| BOEING CO NOTE | $154,642 | $163,454 |
| VULCAN MATLS CO NOTE | $484,040 | $470,862 |
| ALTA MESA HLDG ESCROW NOTE | $41,955 | $41,955 |
| FIDELITY U.S. BOND INDEX FUND | $5,485,325 | $5,096,376 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,923,367 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,902,400 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD SHORT TERM TREASURY | $3,544,243 | $3,499,800 |
| VANGUARD SCOTTSDALE LONG TERM | $2,219,014 | $2,003,750 |
| VANGUARD BOND INDEX FDS | $5,279,282 | $5,148,500 |
| VANGUARD WHITEHALL FDS INTL | $3,077,604 | $3,173,600 |
| VANGUARD INTERMEDIATE TERM | $2,015,207 | $2,032,000 |
| SPDR SER TR S&P OIL GAS EXP | $1,287,887 | $1,369,100 |
| UTILITIES SELECT SEC SPDR FD | $1,691,052 | $1,899,900 |
| VANGUARD SPECIALIZED FUNDS | $1,871,749 | $2,556,000 |
| VIPER ENERGY PARTNERS LP | $0 | $0 |
| FIDELITY TOTAL MARKET IND FUND | $5,972,344 | $11,371,228 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|
| LAND | $1,062,683 | $1,062,683 | |
| BUILDINGS | $1,937,317 | $1,877,277 | $60,040 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,417 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,417 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MA FILING FEES | $500 | $500 | |
| MISCELLANEOUS EXPENSES | $285 | $285 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAXES | $70,000 | |
| FOREIGN TAXES | $5,821 | $5,821 |
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