FRIENDSHIP FUND INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDSHIP FUND INC (EIN 13-6089220)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-05
- IRS object ID
- 202403109349101550
- 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
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-05T12:07:01-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 992277914 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAG NEW ENGLAND LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136089220 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDSHIP FUND INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O GMA FOUNDATIONS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 6174267080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LIBERTY SQUARE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANCIS BRADLEY | PersonNm |
| Person Title | CURRENT PRESIDENT | PersonTitleTxt |
| Phone | 6174267080 | PhoneNum |
| Signature | 2024-11-05 | 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 | EUGENE BORGONZI | PreparerPersonNm |
| PTIN | P01269879 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2024-11-05 | 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 | $4,597,885 | 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 | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $102,483 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,483 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,253 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $228,772 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,253 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $49 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $49 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $138,790 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $138,790 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,220 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,610 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,610 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $45,798 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,063 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,735 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,092 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $546 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $546 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $117 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $117 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,024 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,024 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,251 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,219 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,032 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $182,799 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $182,799 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $236,050 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,219 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $209,831 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$97,260 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $112,571 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,406 | CashBOYAmt |
| Cash EOY | $1,128 | CashEOYAmt |
| Cash EOYFMV | $1,128 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $938 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $992 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $992 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,192,831 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,595,765 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,595,765 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,202,175 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,597,885 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,597,885 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,202,175 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,597,885 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,202,175 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,597,885 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,202,175 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,597,885 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,202,175 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$97,260 | ExcessRevenueOverExpensesAmt |
| Other Increases | $492,970 | OtherIncreasesAmt |
| Subtotal | $4,597,885 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,597,885 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $228,772 | GrossSalesPriceAmt |
| Cost Or Other Basis | $192,519 | CostOrOtherBasisAmt |
| Gain Or Loss | $36,253 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $36,253 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,253 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,565 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,565 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,565 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,858 | 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 | $5,858 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,293 | OverpaymentAmt |
| Applied To ES Tax | $4,293 | 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 | NY | 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 | GMA FOUNDATIONS | IndividualWithBooksNm |
| Phone | 6174267080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LIBERTY SQUARE STE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (9 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| CHARLES M CRANE MD | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY | SQUARE STE 500 | BOSTON | MA | 02109 | PRESIDENT/DIRECTOR | 0.50 | $0 | $0 | $0 |
| F PETER FISHER | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY | SQUARE STE 500 | BOSTON | MA | 02109 | TREASURER/DIRECTOR | 0.50 | $0 | $0 | $0 |
| JOSEPHINE F DEGIVE | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY | SQUARE STE 500 | BOSTON | MA | 02109 | SEC.(THRU 8/23)/DIRECTOR (FULL YEAR) | 0.50 | $0 | $0 | $0 |
| FRANCIS BRADLEY | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY | SQUARE STE 500 | BOSTON | MA | 02109 | V.P./DIRECTOR | 0.50 | $0 | $0 | $0 |
| KATHARINE BRADLEY-BENNETT | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY | SQUARE STE 500 | BOSTON | MA | 02109 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DIANA H CRANE | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY | SQUARE STE 500 | BOSTON | MA | 02109 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| THOMAS S CRANE | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY | SQUARE STE 500 | BOSTON | MA | 02109 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| FRANCES CRANE MANSON | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY | SQUARE STE 500 | BOSTON | MA | 02109 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DAVID TULLY | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY | SQUARE STE 500 | BOSTON | MA | 02109 | SECRETARY/DIRECTOR (APPT. 8/23) | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,249,901 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,666 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,256,567 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,256,567 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,849 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,192,718 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $209,636 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $209,636 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,565 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,565 | TotalTaxAmt |
| Distributable Before Adj | $208,071 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $208,071 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $208,071 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $209,831 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $209,831 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $208,071 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $22,602 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $11,335 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $33,937 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $209,831 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $208,071 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,760 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $35,697 | 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 | $22,602 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,095 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $11,335 | ExcessFromYear1Amt |
| Excess From Current Year | $1,760 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANNA DOGGETT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GMA FOUNDATIONS 2 LIBERTY SQUARE | AddressLine1Txt |
| Address Line2 | STE 500 | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6173913094 | RecipientPhoneNum |
| Recipient Email Address | ADOGGETT@GMAFOUNDATIONS.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THERE IS NOT A SET FORM OF APPLICATION. HOWEVER, THE APPLICATION SHOULD CONTAIN A CONCISE STATEMENT OF THE PURPOSE FOR WHICH THE GRANT IS SOUGHT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE DEADLINE IS APRIL 1ST FOR CONSIDERATION AT THE ANNUAL MEETING HELD THE FIRST WEEK OF AUGUST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL GRANTS MUST BE MADE TO ORGANIZATIONS REGISTERED AS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AFRICAN WILDLIFE FOUNDATION | |||||||||||||
| 1100 NEW JERSEY AVE SE STE 900 | WASHINGTON | DC | 20003 | N/A | PC | PROGRAM SUPPORT | $1,000 | ||||||
| ASSOCIATION TO PRESERVE CAPE COD INC | |||||||||||||
| 482 MAIN STREET | DENNIS | MA | 02638 | N/A | PC | PROGRAM SUPPORT | $5,000 | ||||||
| BURBAGE THEATRE COMPANY | |||||||||||||
| 59 BLACKSTONE AVE | PAWTUCKET | RI | 02860 | N/A | PC | PROGRAM SUPPORT | $1,000 | ||||||
| CAROLINA THREAD TRAIL | |||||||||||||
| 2400 PARK RD STE 1 | CHARLOTTE | NC | 28203 | N/A | PC | PROGRAM SUPPORT | $5,000 | ||||||
| CHILDREN'S SCHOOL OF SCIENCE INC | |||||||||||||
| PO BOX 522 | WOODS HOLE | MA | 02543 | N/A | PC | PROGRAM SUPPORT | $2,660 | ||||||
| COLORADO SPRINGS CHORAL SOCIETY | |||||||||||||
| PO BOX 2304 | COLORADO SPRINGS | CO | 80901 | N/A | PC | PROGRAM SUPPORT | $2,000 | ||||||
| COMMUNITY INITIATIVES - HARMONY PROJECT BAY AREA | |||||||||||||
| 1000 BROADWAY STE 480 | OAKLAND | CA | 94607 | N/A | PC | PROGRAM SUPPORT | $4,500 | ||||||
| COMMUNITY MUSIC SCHOOL OF THE PIEDMONT | |||||||||||||
| PO BOX 442 | UPPERVILLE | VA | 20185 | N/A | PC | PROGRAM SUPPORT | $4,000 | ||||||
| DISCOVER CAYUGA LAKE INC | |||||||||||||
| 1110 N TIOGA ST STE 303 CENTER FOR | ITHACA | NY | 14850 | N/A | PC | PROGRAM SUPPORT | $2,900 | HISTORY CULTURE | |||||
| DOMESTIC VIOLENCE RESOURCE CENTER OF SOUTH COUNTY INC | |||||||||||||
| 61 MAIN STREET | WAKEFIELD | RI | 02879 | N/A | PC | PROGRAM SUPPORT | $2,500 | ||||||
| ECO-CYCLE INC | |||||||||||||
| PO BOX 19006 | BOULDER | CO | 80308 | N/A | PC | PROGRAM SUPPORT | $5,800 | ||||||
| FLIGHT SAFETY FOUNDATION INC | |||||||||||||
| 701 N FAIRFAX ST 250 | ALEXANDRIA | VA | 22314 | N/A | PC | PROGRAM SUPPORT | $5,000 | ||||||
| FOUNDATION OF THE STATE ARBORETUM OF VIRGINIA (FOSA) | |||||||||||||
| 400 BLANDY FARM LN | BOYCE | VA | 22620 | N/A | PC | PROGRAM SUPPORT | $5,500 | ||||||
| GREEN FORESTS WORK | |||||||||||||
| TP COOPER BUILDING 730 ROSE ST | LEXINGTON | KY | 40546 | N/A | PC | PROGRAM SUPPORT | $6,000 | ||||||
| HABITAT FOR HUMANITY OF CAPE COD | |||||||||||||
| 411 MAIN ST STE 6 | YARMOUTHPORT | MA | 02675 | N/A | PC | PROGRAM SUPPORT | $2,000 | ||||||
| HARMONY PROJECT | |||||||||||||
| 325 N LARCHMONT BLVD 604 | LOS ANGELES | CA | 90004 | N/A | PC | PROGRAM SUPPORT | $2,534 | ||||||
| INTERNATIONAL CRANE FOUNDATION | |||||||||||||
| E 11376 SHADY LANE RD | BARABOO | WI | 53913 | N/A | PC | PROGRAM SUPPORT | $2,800 | ||||||
| LEGAL AIDE JUSTICE CENTER | |||||||||||||
| 1000 PRESTON AVE STE A | CHARLOTTESVILLE | VA | 22903 | N/A | PC | PROGRAM SUPPORT | $2,666 | ||||||
| NEIGHBORS HELPING NEIGHBORS RHODE ISLAND | |||||||||||||
| PO BOX 406 | CHARLESTOWN | RI | 02813 | N/A | PC | PROGRAM SUPPORT | $1,500 | ||||||
| OHIO VOICE | |||||||||||||
| PO BOX 428 | COLUMBUS | OH | 43216 | N/A | PC | PROGRAM SUPPORT | $3,000 | ||||||
| PARTNERSHIP FOR SMARTER GROWTH | |||||||||||||
| 701 E FRANKLIN ST STE 800 | RICHMOND | VA | 23219 | N/A | PC | PROGRAM SUPPORT | $5,666 | ||||||
| PEACE OVER VIOLENCE | |||||||||||||
| 1541 WILSHIRE BLVD 3FL | LOS ANGELES | CA | 90017 | N/A | PC | PROGRAM SUPPORT | $5,200 | ||||||
| PHILIPPINE AMERICAN GUARDIAN ASSOCIATION | |||||||||||||
| N/A | FOREIGN CHARITY | PROGRAM SUPPORT | $1,000 | 235 SALCEDO UNIT 310 3/F | MAKATI | LEGASPI VILLAGE | RP | 1229 | |||||
| SCENIC VIRGINIA | |||||||||||||
| 4 E MAIN ST 2A | RICHMOND | VA | 23219 | N/A | PC | PROGRAM SUPPORT | $2,167 | ||||||
| SECOND WIND FOUNDATION | |||||||||||||
| 200 OLCOTT DRIVE | WHITE RIVER JUNCTION | VT | 05001 | N/A | PC | PROGRAM SUPPORT | $2,900 | ||||||
| SOUTHERN UTAH WILDERNESS ALLIANCE | |||||||||||||
| 425 EAST 100 SOUTH | SALT LAKE CITY | UT | 84111 | N/A | PC | PROGRAM SUPPORT | $3,800 | ||||||
| THE 300 COMMITTEE LAND TRUST | |||||||||||||
| 157 LOCUST ST | FALMOUTH | MA | 02540 | N/A | PC | PROGRAM SUPPORT | $5,000 | ||||||
| THE JONNYCAKE CENTER | |||||||||||||
| 1231 KINGSTOWN RD | PEACE DALE | RI | 02879 | N/A | PC | PROGRAM SUPPORT | $5,000 | ||||||
| THE THADDEUS STEVENS SCHOOL INC | |||||||||||||
| PO BOX 152 638 VT-114 | EAST BURKE | VT | 05832 | N/A | PC | PROGRAM SUPPORT | $2,900 | ||||||
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | N/A | PC | PROGRAM SUPPORT | $3,000 | ||||||
| VIRGINIA CAPITAL TRAIL FOUNDATION | |||||||||||||
| 200 SOUTH 3RD ST | RICHMOND | VA | 23219 | N/A | PC | PROGRAM SUPPORT | $1,000 | ||||||
| VIRGINIA COMMONWEALTH UNIVERSITY | |||||||||||||
| PO BOX 842030 | RICHMOND | VA | 23284 | N/A | PC | PROGRAM SUPPORT | $1,000 | ||||||
| WOODS HOLE COMMUNITY ASSOCIATION INC | |||||||||||||
| PO BOX 327 | WOODS HOLE | MA | 02543 | N/A | PC | PROGRAM SUPPORT | $8,500 | ||||||
| WOODS HOLE PUBLIC LIBRARY | |||||||||||||
| PO BOX 185 | WOODS HOLE | MA | 02543 | N/A | PC | PROGRAM SUPPORT | $2,106 | ||||||
| WOODWELL CLIMATE RESEARCH CENTER | |||||||||||||
| 149 WOODS HOLE ROAD | FALMOUTH | MA | 02540 | N/A | PC | PROGRAM SUPPORT | $3,500 | ||||||
| HOME ENERGY EFFICIENCY TEAM INC | |||||||||||||
| 50 MILK STREET 16TH FLOOR | BOSTON | MA | 02109 | N/A | PC | PROGRAM SUPPORT | $25,000 | ||||||
| FRIENDS OF NOBSKA LIGHT INC | |||||||||||||
| PO BOX 183 | FALMOUTH | MA | 02541 | N/A | PC | PROGRAM SUPPORT | $4,200 | ||||||
| BARENBOIM-SAID FOUNDATION USA | |||||||||||||
| 435 RIVERSIDE DRIVE STE 122 | NEW YORK | NY | 10025 | N/A | PC | PROGRAM SUPPORT | $2,300 | ||||||
| BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC | |||||||||||||
| 2020 ADDISON STREET | BERKELEY | CA | 94704 | N/A | PC | PROGRAM SUPPORT | $2,500 | ||||||
| THE TREVOR PROJECT INC | |||||||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | PROGRAM SUPPORT | $2,500 | ||||||
| WAQUOIT CONGREGATIONAL CHURCH | |||||||||||||
| 15 PARSONS LANE | EAST FALMOUTH | MA | 02536 | N/A | PC | PROGRAM SUPPORT | $5,000 | ||||||
| SUSTAINABLE ORGANIC INTEGRATED LIVELIHOODS | |||||||||||||
| 7133 SYCAMORE AVE | TAKOMA PARK | MD | 20912 | N/A | PC | PROGRAM SUPPORT | $1,900 | ||||||
| CONTINUUM CULTURE AND ARTS INC | |||||||||||||
| 292 LEFFERTS AVE | BROOKLYN | NY | 11225 | N/A | PC | PROGRAM SUPPORT | $5,000 | ||||||
| AMERICAN INDIAN COLLEGE FUND | |||||||||||||
| 8333 GREENWOOD BLVD 120 | DENVER | CO | 80221 | N/A | PC | PROGRAM SUPPORT | $1,900 | ||||||
| ETOWN | |||||||||||||
| 1535 SPRUCE STREET | BOULDER | CO | 80302 | N/A | PC | PROGRAM SUPPORT | $2,900 | ||||||
| CHARLOTTESVILLE AREA TREE STEWARDS | |||||||||||||
| PO BOX 4211 | CHARLOTTESVILLE | VA | 22905 | N/A | PC | PROGRAM SUPPORT | $2,000 | ||||||
| THE MARINE MAMMAL CENTER | |||||||||||||
| 2000 BUNKER ROAD | SAUSALITO | CA | 94965 | N/A | PC | PROGRAM SUPPORT | $1,000 | ||||||
| THE CHRIS COLLINS FOUNDATION INC | |||||||||||||
| PO BOX 5237 | WAKEFIELD | RI | 02880 | N/A | PC | PROGRAM SUPPORT | $1,500 | ||||||
| CHARHIO YOUTH TASK FORCE | |||||||||||||
| PO BOX 780 | WYOMING | RI | 02898 | N/A | PC | PROGRAM SUPPORT | $1,000 | ||||||
| WARM SHELTER | |||||||||||||
| 56 SPRUCE STREET | WESTERLY | RI | 02891 | N/A | PC | PROGRAM SUPPORT | $4,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $182,799 | 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 | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,483 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,253 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $138,790 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $138,790 | 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 | ACCOUNTING & TAX PREPARATION FEES | CategoryTxt |
| Amt | $5,220 | Amt |
| Net Investment Income | $2,610 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,610 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILIPPINE AMERICAN GUARDIAN ASSOCIATION | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 SALCEDO UNIT 310 3/F | AddressLine1Txt |
| City | MAKATI | CityNm |
| Province Or State | LEGASPI VILLAGE | ProvinceOrStateNm |
| Country | RP | CountryCd |
| Foreign Postal | 1229 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-09-08 | GrantDt |
| Grant | $1,000 | GrantAmt |
| Purpose Of Grant | SUPPORT EDUCATION FOR INDIGENT PHILIPPINE CHILDREN | PurposeOfGrantTxt |
| Expended By Grantee | $1,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 07/01/2024 | DatesOfReportsByGranteeTxt |
| Results Of Verification | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | ResultsOfVerificationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANGUARD MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $4,595,765 | BookValueAmt |
| EOYFMV | $4,595,765 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $767 | $0 | $767 |
| POSTAGE | $257 | $0 | $257 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY LITIGATION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $49 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $49 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $49 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $492,970 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION MANAGEMENT FEES | $22,735 | $0 | $22,735 |
| INVESTMENT MANAGEMENT FEES | $23,063 | $23,063 | $0 |
Comments