MCCANCE FOUNDATION TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MCCANCE FOUNDATION TR (EIN 04-6772532)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-04
- IRS object ID
- 202403099349101030
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-04T15:35:02-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman & Noyes | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 507 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | 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 | 046772532 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The McCance Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCCA | BusinessNameControlTxt |
| Phone | 6173126978 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 422 | AddressLine1Txt |
| City | North Scituate | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Katie Cutler | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 6173126978 | PhoneNum |
| Signature | 2024-10-23 | 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 | Connor Smart | PreparerPersonNm |
| PTIN | P02285543 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2024-10-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $81,596,919 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $829 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $829 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $513,730 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $513,730 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,491,721 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,755,945 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,491,721 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $110,862 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $111,649 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,117,142 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,117,929 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $132,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,200 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $118,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $10,715 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,072 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,643 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $256,121 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $226,580 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $29,541 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,285 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,285 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,038 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $6,213 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,213 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $220,724 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $208,165 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,559 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $647,596 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $458,052 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $182,506 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,439,878 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,439,878 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,087,474 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $458,052 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,622,384 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,970,332 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,659,877 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $238,922 | CashBOYAmt |
| Cash EOY | $90,700 | CashEOYAmt |
| Cash EOYFMV | $90,700 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,307,948 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,511,099 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,511,099 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,961,652 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $20,957,355 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,246,960 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,246,960 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,049,841 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,408,566 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,408,566 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $45,920,704 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,329,277 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,329,277 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $54,695 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,378 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,730 | LandBOYAmt |
| Land EOY | $10,317 | LandEOYAmt |
| Land EOYFMV | $10,317 | LandEOYFMVAmt |
| Total Assets BOY | $74,446,152 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,596,919 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $81,596,919 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,691,774 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,691,774 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $18,154,015 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $18,154,015 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $43,600,363 | RetainedEarningBOYAmt |
| Retained Earning EOY | $50,751,130 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $74,446,152 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $81,596,919 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $74,446,152 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $81,596,919 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $74,446,152 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,970,332 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,121,099 | OtherIncreasesAmt |
| Subtotal | $81,596,919 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $81,596,919 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $5,799,017 | $5,264,224 | $534,793 | $534,793 |
| Capital Gains from Partnership Interests | P | $1,956,928 | $1,956,928 | $1,956,928 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,491,721 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,972 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,972 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,972 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $104,809 | 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 | $104,809 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $67,837 | OverpaymentAmt |
| Applied To ES Tax | $67,837 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Katie Cutler | IndividualWithBooksNm |
| Phone | 6173126978 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 422 | AddressLine1Txt |
| City | North Scituate | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02060 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| Katie Cutler | ||||||||
| PO Box 422 | North Scituate | MA | 02060 | Executive Director | 40.00 | $132,000 | $330 | $0 |
| Henry F McCance | ||||||||
| PO Box 422 | North Scituate | MA | 02060 | Trustee | 1.00 | $0 | $0 | $0 |
| Elizabeth McCance | ||||||||
| PO Box 422 | North Scituate | MA | 02060 | Trustee | 1.00 | $0 | $0 | $0 |
| Ellen McCance Pinschmidt | ||||||||
| PO Box 422 | North Scituate | MA | 02060 | Trustee | 1.00 | $0 | $0 | $0 |
| Patrick Pinschmidt | ||||||||
| PO Box 422 | North Scituate | MA | 02060 | Trustee | 1.00 | $0 | $0 | $0 |
| Charles Thomas Foley II | ||||||||
| PO Box 422 | North Scituate | MA | 02060 | Trustee | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fidelity Brokerage Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 28019 | AddressLine1Txt |
| City | Albuquerque | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 871258019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Fees | ServiceTypeTxt |
| Compensation | $226,580 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $33,892,723 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,457,487 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $46,070,413 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $81,420,623 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $81,420,623 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,221,309 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $80,199,314 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,009,966 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,009,966 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,972 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,972 | TotalTaxAmt |
| Distributable Before Adj | $3,972,994 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,972,994 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,972,994 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,622,384 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $7,625 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $5,630,009 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,972,994 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,624,112 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,187,332 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,821,954 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,330,445 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,748,111 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,711,954 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,630,009 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,972,994 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,657,015 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,368,969 | 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 | $1,624,112 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,744,857 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,187,332 | ExcessFromYear4Amt |
| Excess From Year3 | $2,821,954 | ExcessFromYear3Amt |
| Excess From Year2 | $2,330,445 | ExcessFromYear2Amt |
| Excess From Year1 | $2,748,111 | ExcessFromYear1Amt |
| Excess From Current Year | $1,657,015 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Henry F McCance | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (165 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 350org | ||||||||
| PO Box 843004 | Boston | MA | 02284 | N/A | PC | General Support | $1,000 | |
| AbilityPath (aka Gatepath Abilities United) | ||||||||
| 350 Twin Dolphin Drive Suite 123 | Redwood City | CA | 94065 | N/A | PC | General Support | $2,500 | |
| Advancement Project | ||||||||
| 1220 L Street Northwest Suite 850 | Washington | DC | 20005 | N/A | PC | General Support | $5,000 | |
| Alzheimer's Disease Research Foundation (dba Cure Alzheimer's Fund) | ||||||||
| 34 Washington Street Suite 310 | Wellesley Hills | MA | 02481 | N/A | PC | General Support | $102,000 | |
| American Foundation for Suicide Prevention | ||||||||
| 199 Water Street Floor 11 | New York | NY | 100383541 | N/A | PC | General Support | $1,000 | |
| Anera (aka American Near East Refugee Aid) | ||||||||
| 1111 14th Street Northwest 400 | Washington | DC | 20005 | N/A | PC | General Support | $300 | |
| Assets Lancaster | ||||||||
| 100 South Queen Street Suite 246 | Lancaster | PA | 176035368 | N/A | PC | General Support | $2,500 | |
| Bergen Family Center Inc | ||||||||
| 44 Armory Street | Englewood | NJ | 076313304 | N/A | PC | General Support | $3,000 | |
| Billion Oyster Project | ||||||||
| 10 South Street Slip 7 | New York | NY | 10004 | N/A | PC | General Support | $51,000 | |
| Boys and Girls Club of Lancaster | ||||||||
| PO Box 104 | Lancaster | PA | 17608 | N/A | PC | General Support | $5,000 | |
| Boys and Girls Club of N Westchester (dba Boys Club of Mount Kisco Inc) | ||||||||
| 351 Main Street | Mount Kisco | NY | 10549 | N/A | PC | General Support | $1,000 | |
| Braven | ||||||||
| 100 North LaSalle Street Suite 310 | Chicago | IL | 60602 | N/A | PC | General Support | $25,000 | |
| Bridgeport Rescue Mission | ||||||||
| 1088 Fairfield Avenue | Bridgeport | CT | 06601 | N/A | PC | General Support | $2,500 | |
| Brooklyn Public Library | ||||||||
| 10 Grand Army Plaza | Brooklyn | NY | 11238 | N/A | PC | General Support | $1,000 | |
| Brunswick-Topsham Land Trust | ||||||||
| 179 Neptune Drive Suite 200 | Brunswick | ME | 04011 | N/A | PC | General Support | $500 | |
| BUILD (Business United in Investing Lending and Development) | ||||||||
| PO Box 3316 | Redwood | CA | 940643316 | N/A | PC | General Support | $50,000 | |
| CAMBA Inc | ||||||||
| 1720 Church Avenue 2nd Floor | Brooklyn | NY | 112262630 | N/A | PC | General Support | $10,000 | |
| Camelback Ventures | ||||||||
| 612 Andrew Higgins Boulevard | New Orleans | LA | 70130 | N/A | PC | General Support | $30,000 | |
| Cape Eleuthera Foundation Inc | ||||||||
| 1900 Market Street 8th Floor | Philadelphia | PA | 19103 | N/A | PC | General Support | $1,000 | |
| Center for Climate and Energy Solutions | ||||||||
| 3100 Clarendon Boulevard Suite 800 | Arlington | VA | 22201 | N/A | PC | General Support | $25,000 | |
| Center for Humane Technology | ||||||||
| 77 Van Ness Avenue Suite 101 PMB | San Francisco | CA | 94102 | N/A | PC | General Support | $3,500 | 1601 |
| Center for Reproductive Rights Inc | ||||||||
| 199 Water Street 22nd Floor | New York | NY | 100383533 | N/A | PC | General Support | $1,250 | |
| Ceres Inc | ||||||||
| 99 Chauncy Street 6th Floor | Boston | MA | 021111703 | N/A | PC | General Support | $250,000 | |
| Child Mind Institute | ||||||||
| 215 East 50th Street | New York | NY | 10022 | N/A | PC | General Support | $1,000 | |
| Children's Dyslexia Centers Inc | ||||||||
| 33 Marrett Road | Lexington | MA | 02421 | N/A | PC | General Support | $2,500 | |
| Children's Hospital Corporation (dba Boston Children's Hospital) | ||||||||
| 300 Longwood Avenue | Boston | MA | 02115 | N/A | PC | General Support | $100,000 | |
| Clean Energy Trust (dba Evergreen Climate Innovations) | ||||||||
| 20 North Wacker Drive Suite 1200 | Chicago | IL | 60606 | N/A | PC | General Support | $30,000 | |
| Coalition for the Homeless Inc | ||||||||
| 1234 Massachusetts Avenue Northwest | Washington | DC | 20005 | N/A | PC | General Support | $500 | Suite C-1015 |
| Code For America Labs | ||||||||
| 972 Mission Street Floor 5 | San Francisco | CA | 941032994 | N/A | PC | General Support | $50,000 | |
| Connecticut CASA Association Inc | ||||||||
| 100 Pearl Street 14th Floor | Hartford | CT | 06103 | N/A | PC | General Support | $7,500 | |
| Connecticut Food Bank Inc (aka Connecticut Foodshare) | ||||||||
| 2 Research Parkway | Wallingford | CT | 064921929 | N/A | PC | General Support | $2,500 | |
| Coral Restoration Foundation | ||||||||
| 89111 Overseas Highway | Tavernier | FL | 33070 | N/A | PC | General Support | $2,000 | |
| Dana-Farber Cancer Institute Inc | ||||||||
| 450 Brookline Avenue BP418 | Boston | MA | 022155418 | N/A | PC | General Support | $50,000 | |
| DEPLOYUS Inc | ||||||||
| 68 Harrison Avenue 605 | Boston | MA | 02111 | N/A | PC | General Support | $50,000 | |
| Echoing Green | ||||||||
| 462 7th Avenue 13th Floor | New York | NY | 100187430 | N/A | PC | General Support | $100,000 | |
| Epiphany School | ||||||||
| 3611 E Denny Way | Seattle | WA | 98122 | N/A | PC | General Support | $32,500 | |
| Equal Justice Initiative | ||||||||
| 122 Commerce Street | Montgomery | AL | 361042538 | N/A | PC | General Support | $100,000 | |
| Esperanza Academy | ||||||||
| 198 Garden Street | Lawrence | MA | 01840 | N/A | PC | General Support | $5,000 | |
| Everytown for Gun Safety Support Fund | ||||||||
| PO Box 4184 | New York | NY | 101634184 | N/A | PC | General Support | $100,000 | |
| FairVote | ||||||||
| 6930 Carroll Avenue Suite 240 | Takoma Park | MD | 20912 | N/A | PC | General Support | $2,000 | |
| Family Literacy Academy at Lake Wales | ||||||||
| 31 Oak Street | Babson Park | FL | 33827 | N/A | PC | General Support | $5,000 | |
| Federated Church of Norfolk | ||||||||
| PO Box 2281 | Norfolk | VA | 23501 | N/A | PC | General Support | $1,000 | |
| Fishers Island Community Center | ||||||||
| 66 Hound Lane PO Box 464 | Fishers Island | NY | 063900464 | N/A | PC | General Support | $61,500 | |
| Fishers Island Conservancy | ||||||||
| PO Box 553 | Fishers Island | NY | 063900553 | N/A | PC | General Support | $25,000 | |
| Fishers Island Fire Department | ||||||||
| PO Box 123 | Fishers Island | NY | 063900123 | N/A | GOV | General Support | $42,000 | |
| Fishers Island Library Association | ||||||||
| PO Box 366 | Fishers Island | NY | 063900366 | N/A | PC | General Support | $28,000 | |
| Fishers Island Recreational Path Foundation | ||||||||
| PO Box 619 | Fishers Island | NY | 063900619 | N/A | PC | General Support | $5,000 | |
| Fishers Island School | ||||||||
| 78 Greenwood Road 600 | Fishers Island | NY | 06390 | N/A | GOV | General Support | $25,000 | |
| Flatbush Development Corporation | ||||||||
| 1616 Newkirk Avenue | Brooklyn | NY | 112266612 | N/A | PC | General Support | $1,000 | |
| FoodCorps | ||||||||
| 1440 SE 7th Avenue Suite 110 | Portland | OR | 972144161 | N/A | PC | General Support | $50,000 | |
| Forest Trends Association | ||||||||
| 1203 19th Street NW 4th Floor | Washington | DC | 200362463 | N/A | PC | General Support | $100,000 | |
| Friends of Fishers Island Theater | ||||||||
| PO Box 101 | Fishers Island | NY | 063900742 | N/A | PC | General Support | $5,000 | |
| Friends of Holly Hill Farm Inc | ||||||||
| 236 Jerusalem Road | Cohasset | MA | 020251109 | N/A | PC | General Support | $1,000 | |
| Friends of Scituate Animal Shelter | ||||||||
| PO Box 14 | North Scituate | RI | 02857 | N/A | PC | General Support | $500 | |
| Friends of the Middlesex Fells Reservation Inc | ||||||||
| 235 West Foster Street | Melrose | MA | 02176 | N/A | PC | General Support | $300 | |
| Full Frame Initiative | ||||||||
| 308 Main Street 2A | Greenfield | MA | 01301 | N/A | PC | General Support | $5,000 | |
| Gates Middle School (fbo Parent Teach Organization) | ||||||||
| 460 First Parish Road | Scituate | MA | 02066 | N/A | GOV | General Support | $500 | |
| Getting Out and Staying Out | ||||||||
| 201A East 124th Street | New York | NY | 10035 | N/A | PC | General Support | $6,000 | |
| Greater Boston Food Bank | ||||||||
| 70 South Bay Avenue | Boston | MA | 02118 | N/A | PC | General Support | $2,000 | |
| GreenRoots Chelsea | ||||||||
| 90 Everett Avenue Floor 3 Suite 10 | Boston | MA | 02150 | N/A | PC | General Support | $400 | |
| Harlem Children's Zone | ||||||||
| 35 East 125th Street | New York | NY | 100351816 | N/A | PC | General Support | $100,000 | |
| Hawaii Community Foundation | ||||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | N/A | PC | General Support | $25,000 | |
| Henry L Ferguson Museum | ||||||||
| PO Box 554 | Fishers Island | NY | 06390 | N/A | PC | General Support | $237,500 | |
| Hope Equine Rescue | ||||||||
| 3805 High Street | Winter Haven | FL | 33881 | N/A | PC | General Support | $1,000 | |
| Hope for Depression Research Foundation | ||||||||
| 40 West 57th Street Suite 1440 | New York | NY | 10065 | N/A | PC | General Support | $20,000 | |
| Humane Society Naples | ||||||||
| 370 Airport-Pulling Road | North Naples | FL | 34104 | N/A | PC | General Support | $1,000 | |
| Iglesia Christiana Roca Eterna | ||||||||
| 2017 Palm Avenue | Haines City | FL | 33844 | N/A | PC | General Support | $1,000 | |
| International Rescue Committee | ||||||||
| 122 East 42nd Street | New York | NY | 10168 | N/A | PC | General Support | $500 | |
| Island Health Project Inc | ||||||||
| PO Box 344 | Fishers Island | NY | 063900344 | N/A | PC | General Support | $112,000 | |
| Island People's Project | ||||||||
| PO Box 523 | Fishers Island | NY | 063900523 | N/A | PC | General Support | $30,000 | |
| Jazz Foundation of America | ||||||||
| 247 West 37th Street | New York | NY | 10018 | N/A | PC | General Support | $500 | |
| Khan Academy | ||||||||
| PO Box 1630 | Mountain View | CA | 940421630 | N/A | PC | General Support | $100,000 | |
| KIPP Foundation | ||||||||
| 135 Main Street Suite 1875 | San Francisco | CA | 941051812 | N/A | PC | General Support | $100,000 | |
| La Primera Iglesia de Dios | ||||||||
| 180-186 Green Street | Boston | MA | 02130 | N/A | PC | General Support | $2,000 | |
| Lake Wales Arts Council Inc | ||||||||
| PO Box 608 | Lake Wales | FL | 338590608 | N/A | PC | General Support | $1,000 | |
| Lake Wales Charter Schools Foundation | ||||||||
| 130 East Central Avenue | Lake Wales | FL | 338534166 | N/A | PC | General Support | $105,000 | |
| Lake Wales Library Association Inc | ||||||||
| 3624 Red Oak Center | Lake Wales | FL | 33898 | N/A | SO III FI | General Support | $1,000 | |
| Lake Wales Little Theatre | ||||||||
| PO Box 3428 | Lake Wales | FL | 338593428 | N/A | PC | General Support | $11,000 | |
| Lake Wales Rotary Foundation Inc | ||||||||
| PO Box 406 | Lake Wales | FL | 338590406 | N/A | PC | General Support | $5,000 | |
| Lancaster Public Library | ||||||||
| 151 North Queen Street | Lancaster | PA | 17603 | N/A | PC | General Support | $12,500 | |
| Lawrence General Hospital | ||||||||
| 1 General Street | Lawrence | MA | 01842 | N/A | PC | General Support | $50,000 | |
| LIFT Inc | ||||||||
| 999 North Capitol Street Northeast | Washington | DC | 20002 | N/A | PC | General Support | $100,000 | Suite 310 |
| Madeira School | ||||||||
| 8328 Georgetown Pike | Mc Lean | VA | 22102 | N/A | PC | General Support | $5,000 | |
| Management Leadership for Tomorrow (aka MILT) | ||||||||
| 7200 Wisconsin Avenue Suite 200 | Bethesda | MD | 20814 | N/A | PC | General Support | $100,000 | |
| Marc Lustgarten Pancreatic Cancer Foundation (aka Lustgarten Foundation) | ||||||||
| 415 Crossways Park Drive Suite D | Woodbury | NY | 11797 | N/A | PC | General Support | $50,000 | |
| Marine Mammal Center | ||||||||
| 2000 Bunker Road | Fort Cronkhite Sausali | CA | 94965 | N/A | PC | General Support | $500 | |
| Marine Toys for Tots Foundation | ||||||||
| 18251 Quantico Gateway Drive | Triangle | VA | 221721776 | N/A | PC | General Support | $1,000 | |
| Mark Day School | ||||||||
| 39 Trillis Drive | San Rafael | CA | 949033327 | N/A | PC | General Support | $2,000 | |
| Marvelwood Preparatory School | ||||||||
| 476 Skiff Mountain Road | Kent | CT | 06757 | N/A | PC | General Support | $2,500 | |
| Massachusetts General Hospital | ||||||||
| 125 Nashua Street Suite 540 | Boston | MA | 02114 | N/A | PC | General Support | $501,878 | |
| Massachusetts Horticultural Society (aka Mass Hort) | ||||||||
| 900 Washington Street | Wellesley | MA | 024825725 | N/A | PC | General Support | $7,000 | |
| McLindon Family Foundation | ||||||||
| 8305 Tom Drive | Baton Rouge | LA | 708158051 | N/A | PC | General Support | $5,000 | |
| Measures for Justice Institute | ||||||||
| 421 University Avenue | Rochester | NY | 146070000 | N/A | PC | General Support | $100,000 | |
| Michael J Fox Foundation for Parkinson's Research | ||||||||
| Grand Central Station PO Box 4777 | New York | NY | 10163 | N/A | PC | General Support | $750 | |
| Michelle's Closet Inc | ||||||||
| 1800 Lake Easy Road | Babson Park | FL | 338279667 | N/A | PC | General Support | $1,000 | |
| Miss Porter's School | ||||||||
| 60 Main Street | Farmington | CT | 06032 | N/A | PC | General Support | $1,500 | |
| NAACP Legal Defense & Educational Fund | ||||||||
| 40 Rector Street 5th Floor | New York | NY | 10006 | N/A | PC | General Support | $2,500 | |
| National Audubon Society Inc | ||||||||
| 225 Varick Street 7th Floor | New York | NY | 10014 | N/A | PC | General Support | $500 | |
| National Educational Equity Lab | ||||||||
| 648 Broadway Suite 603 | New York | NY | 10012 | N/A | PC | General Support | $450,000 | |
| National Public Radio Inc (fbo WBUR) | ||||||||
| 1111 North Capitol Street Northeast | Washington | DC | 20002 | N/A | PC | General Support | $1,000 | |
| National Redistricting Foundation | ||||||||
| 17 East Monroe Street 214 | Chicago | IL | 60603 | N/A | PC | General Support | $5,000 | |
| Natural Resources Defense Council Inc | ||||||||
| 40 West 20th Street | New York | NY | 10011 | N/A | PC | General Support | $2,000 | |
| New Profit Inc | ||||||||
| 99 Bedford Street Suite 500 | Boston | MA | 02111 | N/A | PC | General Support | $200,000 | |
| New School of Lancaster | ||||||||
| 935 Columbia Avenue | Lancaster | PA | 17603 | N/A | PC | General Support | $10,000 | |
| New York Community Trust (fbo Long Island Sound Community Foundation) | ||||||||
| 1660 Walt Whitman Road Suite 130 | Melville | NY | 11747 | N/A | PC | General Support | $30,000 | |
| North Museum Corp (aka North Museum of Natural History and Science) | ||||||||
| 400 College Avenue | Lancaster | PA | 17603 | N/A | PC | General Support | $2,500 | |
| Northampton Survival Center | ||||||||
| 265 Prospect Street | Northampton | MA | 01060 | N/A | PC | General Support | $500 | |
| Oklahoma United Methodist Circle of Care | ||||||||
| 1501 Northwest 24th Street Suite | Oklahoma | OK | 73106 | N/A | PC | General Support | $1,000 | 214 |
| Old Friends Senior Dog Sanctuary | ||||||||
| 765 Nonaville Road | Mount Juliet | TN | 37122 | N/A | PC | General Support | $200 | |
| Our Lady of Graces | ||||||||
| St John the Baptist RC Church | New York | NY | 100010000 | N/A | PC | General Support | $10,000 | |
| Oxfam America | ||||||||
| 77 North Washington Street Suite | Boston | MA | 02114 | N/A | PC | General Support | $500 | 500 |
| Pancreatic Cancer Action Network | ||||||||
| 1500 Rosecrans Avenue Suite 200 | Manhattan Beach | CA | 902663721 | N/A | PC | General Support | $75,000 | |
| PeerForward | ||||||||
| 1140 3rd Street Northeast Suite 320 | Washington | DC | 20002 | N/A | PC | General Support | $100,000 | |
| Penikese Island School | ||||||||
| PO Box 161 | Wood Hole | MA | 02543 | N/A | PC | General Support | $1,000 | |
| Penny's Flight Foundation | ||||||||
| 65 Duck Pond Road | Glen Cove | NY | 11542 | N/A | PC | General Support | $5,000 | |
| Planned Parenthood Federation of America Inc | ||||||||
| 123 William Street 10th Floor | New York | NY | 10038 | N/A | PC | General Support | $3,500 | |
| Polk County Bully Project | ||||||||
| 2930 Winter Lake Road | Lakeland | FL | 33812 | N/A | PC | General Support | $1,000 | |
| Polus Center for Social and Economic Development | ||||||||
| PO Box 773 | Petersham | MA | 013660773 | N/A | PC | General Support | $1,000 | |
| PowerMyLearning | ||||||||
| 228 Park Avenue South PMP 16373 | New York | NY | 10003 | N/A | PC | General Support | $25,000 | |
| Prime Coalition | ||||||||
| 625 Massachusetts Avenue 2nd Floor | Cambridge | MA | 021393357 | N/A | PC | General Support | $100,000 | |
| Project Adventure | ||||||||
| 719 Cabot Street | Beverly | MA | 01915 | N/A | PC | General Support | $1,000 | |
| Project Drawdown | ||||||||
| 3450 Sacramento Street | San Francisco | CA | 941181914 | N/A | PC | General Support | $50,000 | |
| Rare | ||||||||
| 1310 North Courthouse Road Suite | Arlington | VA | 222012508 | N/A | PC | General Support | $100,000 | 110 |
| ReGenerative Roots Association | ||||||||
| 191 West Hollis Street | Nashua | NH | 03060 | N/A | PC | General Support | $1,000 | |
| Renewed Life in Jesus Church | ||||||||
| PO Box 352 | Chester | VT | 05101 | N/A | PC | General Support | $1,000 | |
| Right to Play | ||||||||
| 2929 North Pointe Drive | Shreveport | LA | 71106 | N/A | PC | General Support | $100,000 | |
| Robert Louis Stevenson School | ||||||||
| 3152 Forest Lake Road | Pebble Beach | CA | 93953 | N/A | PC | General Support | $23,000 | |
| Sandy Hook Promise Foundation | ||||||||
| PO Box 3489 | Newtown | CT | 064703489 | N/A | PC | General Support | $2,500 | |
| Save the Children Federation Inc | ||||||||
| 501 Kings Highway East Suite 400 | Fairfield | CT | 06825 | N/A | PC | General Support | $500 | |
| Scituate Community Christmas Inc | ||||||||
| 125 Mann Lot Road | Scituate | MA | 020661827 | N/A | PC | General Support | $1,000 | |
| Scituate Education Foundation | ||||||||
| PO Box 58 | Scituate | MA | 020660058 | N/A | PC | General Support | $1,000 | |
| Scituate Food Pantry | ||||||||
| PO Box 120 | Scituate | MA | 02066 | N/A | PC | General Support | $1,000 | |
| She Should Run | ||||||||
| WeWork Suite 100 80 M Street | Washington | DC | 20003 | N/A | PC | General Support | $2,500 | Southeast |
| Social Finance | ||||||||
| 2 Atlantic Avenue 5th Floor | Boston | MA | 02110 | N/A | PC | General Support | $100,000 | |
| Solon Center (fbo Elected Officials to Protect America) | ||||||||
| PO Box 311 | Solon | ME | 04979 | N/A | PC | General Support | $25,000 | |
| South Yuba River Citizens League | ||||||||
| 313 Railroad Avenue Suite 101 | Nevada City | CA | 95959 | N/A | PC | General Support | $2,500 | |
| St John's Church | ||||||||
| PO Box 1084 | Pawcatuck | CT | 06379 | N/A | PC | General Support | $60,000 | |
| St Jude Children's Research Hospital | ||||||||
| 501 St Jude Place | Memphis | TN | 381053678 | N/A | PC | General Support | $1,000 | |
| St Luke's School | ||||||||
| 487 Hudson Street | New York | NY | 10014 | N/A | PC | General Support | $5,000 | |
| Stephen Siller Tunnel to Towers Foundation | ||||||||
| 2361 Hylan Boulevard | Staten Island | NY | 10306 | N/A | PC | General Support | $1,000 | |
| The Aspen Institute (fbo This is Planet Ed) | ||||||||
| 2300 North Street Suite 700 | Washington | DC | 20037 | N/A | PC | General Support | $50,000 | |
| The Bowery Mission | ||||||||
| 90 Lafayette Floor 6 | New York | NY | 10013 | N/A | PC | General Support | $300 | |
| The Breast Cancer Research Foundation | ||||||||
| 28 West 44th Street Suite 609 | New York | NY | 100367422 | N/A | PC | General Support | $50,000 | |
| The Elks National Foundation | ||||||||
| 2750 North Lakeview Avenue | Chicago | IL | 60614 | N/A | PC | General Support | $9,000 | |
| The Lighthouse Works | ||||||||
| 1070 Montauk Avenue 385 | Fishers Island | NY | 063900301 | N/A | PC | General Support | $75,000 | |
| The Phelps Association | ||||||||
| PO Box 202047 | New Haven | CT | 065202047 | N/A | PC | General Support | $1,000 | |
| The Registration Project | ||||||||
| 1220 L Street Northwest Suite 100 | Washington | DC | 20005 | N/A | PC | General Support | $2,000 | 348 |
| The Water Project | ||||||||
| PO Box 3353 | Concord | NH | 03302 | N/A | PC | General Support | $500 | |
| Ticatove | ||||||||
| PO Box 217 | Vieques | PR | 00765 | N/A | PC | General Support | $5,000 | |
| Tides Center | ||||||||
| PO Box 889385 | Los Angeles | CA | 900889385 | N/A | PC | General Support | $25,000 | |
| Trinity Church Boston | ||||||||
| 206 Clarendon Street | Boston | MA | 02116 | N/A | PC | General Support | $5,000 | |
| Tufts University | ||||||||
| 80 George Street | Medford | MA | 02155 | N/A | PC | General Support | $2,500 | |
| Turkish Philanthropy Funds | ||||||||
| 1460 Broadway 5th Floor | New York | NY | 10036 | N/A | PC | General Support | $5,000 | |
| Union Chapel | ||||||||
| 821 Crescent Avenue | Fishers Island | NY | 06390 | N/A | PC | General Support | $55,000 | |
| University of Louisville (fbo Christina Lee Brown Environme Institute) | ||||||||
| 2215 South Brook Street Louisville | Louisville | KY | 40208 | N/A | GOV | General Support | $50,000 | Key |
| University of S CA (fbo Community Partners - Trojan Shelter) | ||||||||
| University Park Campus 3551 | Los Angeles | CA | 90089 | N/A | PC | General Support | $500 | Trousdale Parkway Suite 160 |
| USMMA Sailing Foundation Inc | ||||||||
| PO Box 1199 | Spring Hill | TN | 37174 | N/A | PC | General Support | $2,500 | |
| Walsh Park Benevolent Corporation | ||||||||
| PO Box 684 | Fishers Island | NY | 06390 | N/A | PC | General Support | $104,000 | |
| Watsi | ||||||||
| 548 Market Street 75903 | San Francisco | CA | 94110 | N/A | PC | General Support | $500 | |
| Winchester Hospital Foundation | ||||||||
| 41 Highland Avenue | Winchester | MA | 018901446 | N/A | PC | General Support | $10,000 | |
| Winston Prepatory School | ||||||||
| 135 West 41st Street5th Floor | New York | NY | 10036 | N/A | PC | General Support | $1,000 | |
| World Savvy | ||||||||
| 2429 Nicollet Avenue | Minneapolis | MN | 55404 | N/A | PC | General Support | $5,000 | |
| Yale University (fbo Yale Sailing Associates) | ||||||||
| PO Box 2038 | New Haven | CT | 06521 | N/A | PC | General Support | $5,000 | |
| Year Up | ||||||||
| 45 Milk Street 9th Floor | Boston | MA | 02110 | N/A | PC | General Support | $100,000 | |
| Youth Foundation of Jersey City | ||||||||
| 201 Montgomery Street Apartment 261 | Jersey City | NJ | 07302 | N/A | PC | General Support | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,439,878 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $829 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $513,730 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,491,721 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Interests | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$787 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111,649 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$787 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,117,929 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,117,142 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation Fees | CategoryTxt |
| Amt | $11,500 | Amt |
| Net Investment Income | $5,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,750 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| Software | 2017-06-19 | $12,448 | $12,448 | SL | 3.000000000000 | $0 | $0 |
| Software | 2018-06-13 | $6,180 | $6,180 | SL | 3.000000000000 | $0 | $0 |
| Computer | 2018-01-26 | $1,787 | $1,756 | SL | 5.000000000000 | $31 | $0 |
| Software | 2019-05-08 | $6,365 | $6,365 | SL | 3.000000000000 | $0 | $0 |
| Software | 2020-05-05 | $5,573 | $4,954 | SL | 3.000000000000 | $619 | $0 |
| Software | 2021-07-11 | $8,518 | $4,259 | SL | 3.000000000000 | $2,839 | $0 |
| Software | 2022-05-12 | $6,199 | $1,378 | SL | 3.000000000000 | $2,066 | $0 |
| Software | 2023-05-31 | $7,625 | SL | 3.000000000000 | $1,483 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 173625.008 shs DBLTX | $1,534,845 | $1,534,845 |
| 54083.501 shs GILHX | $1,301,249 | $1,301,249 |
| 66014.768 shs GIBIX | $1,572,472 | $1,572,472 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 19637.513 shs VEA | $940,637 | $940,637 |
| 8267.406 shs VTI | $1,961,194 | $1,961,194 |
| 6940.528 shs VWO | $285,256 | $285,256 |
| 11105.549 shs VGSH | $647,787 | $647,787 |
| 44670.898 shs VGIT | $2,649,878 | $2,649,878 |
| 18775.806 shs VGLT | $1,155,275 | $1,155,275 |
| 6178 shs META | $2,186,765 | $2,186,765 |
| 32363 shs PANW | $9,543,201 | $9,543,201 |
| 919 shs RBLX | $42,017 | $42,017 |
| 3355 shs NOW | $2,370,274 | $2,370,274 |
| 14093.713 shs SYK | $4,220,503 | $4,220,503 |
| 4647 shs VRTX | $1,890,818 | $1,890,818 |
| 19392 shs WDAY | $5,353,355 | $5,353,355 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (25 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Just Climate CAF I (B) | FMV | $424,434 | $424,434 |
| RA Capital Nexus International II | FMV | $375,000 | $375,000 |
| RA Capital Nexus International III | FMV | $500,000 | $500,000 |
| GreyLock XII-A Limited Partnership | FMV | $81,823 | $81,823 |
| Greylock XIV-A Limited Partnership | FMV | $736,273 | $736,273 |
| Greylock 15 Limited Partnership | FMV | $722,881 | $722,881 |
| Greylock 16 Limited Partnership | FMV | $1,854,039 | $1,854,039 |
| Greylock 17 Limited Partnership | FMV | $95,474 | $95,474 |
| Greylock Ventures IAI-1 | FMV | $300,272 | $300,272 |
| Public Markets LLC | FMV | $1,465,278 | $1,465,278 |
| Private Equity VII - Venture/Growth | FMV | $658,462 | $658,462 |
| Private Equity VIII - Venture/Growth | FMV | $417,432 | $417,432 |
| Private Co-Investment II | FMV | $866,859 | $866,859 |
| Private Co-Investment III | FMV | $856,821 | $856,821 |
| Bain Capital Europe Fund IV | FMV | $275,737 | $275,737 |
| Early Stage Venture Opportunity II | FMV | $521,208 | $521,208 |
| Area Climate and Frontier Fund | FMV | $54,921 | $54,921 |
| SCS Multi Sector | FMV | $1,634,064 | $1,634,064 |
| SCS Private Equity IV (Cayman) | FMV | $5,949,865 | $5,949,865 |
| SCS Private Equity VI (Cayman) | FMV | $6,769,790 | $6,769,790 |
| Private Co-invest Opp. Offshore | FMV | $1,033,438 | $1,033,438 |
| Hedged Equity Offshore, Ltd. | FMV | $4,885,180 | $4,885,180 |
| Private Equity VII Offshore | FMV | $3,688,987 | $3,688,987 |
| Absolute Return Strategies Offshore | FMV | $6,498,358 | $6,498,358 |
| Private Equity VIII Offshore | FMV | $1,662,681 | $1,662,681 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Computer Equipment & Software | CategoryOrItemTxt |
| Cost Or Other Basis | $54,695 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $44,378 | AccumulatedDepreciationAmt |
| Book Value | $10,317 | BookValueAmt |
| EOYFMV | $10,317 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Information Technology | $2,617 | $0 | $2,617 |
| Insurance | $4,631 | $0 | $4,631 |
| Office Expenses | $5,061 | $0 | $5,061 |
| Passthrough Investment Expenses | $208,165 | $208,165 | $0 |
| MA PC Filing Fee | $250 | $0 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Interests | Desc |
| Revenue And Expenses Per Books | $110,862 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $111,649 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $110,862 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain/(Loss) on Investments | Desc |
| Amt | $10,121,099 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Fees | $226,580 | $226,580 | $0 |
| Consulting Fees | $29,541 | $0 | $29,541 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax Expenses | CategoryTxt |
| Amt | $3,285 | Amt |
| Net Investment Income | $3,285 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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