FIDELITY NON-PROFIT MANAGEMENT FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FIDELITY NON-PROFIT MANAGEMENT FOUNDATION (EIN 22-3195349)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-28
- IRS object ID
- 202423029349300122
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-28T09:18:52-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET SUITE 1600 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223195349 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELITY NON-PROFIT MANAGEMENT | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIDE | BusinessNameControlTxt |
| Phone | 6176467418 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 WATER STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL ARDITO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6176467418 | PhoneNum |
| Signature | 2024-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN COUTURE | PreparerPersonNm |
| PTIN | P01390592 | PTIN |
| Phone | 6177237900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MAURA MARX | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 WATER STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $304,403,456 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III LINE 1 | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $55,965,844 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,942,424 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $81,976,471 | PYInvestmentIncomeAmt |
| CY Investment Income | $256,676,196 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $137,942,315 | PYTotalRevenueAmt |
| CY Total Revenue | $279,618,620 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $98,274,687 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $96,569,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,178,135 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,049,156 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $966,329 | PYOtherExpensesAmt |
| CY Other Expenses | $1,373,859 | CYOtherExpensesAmt |
| PY Total Expenses | $103,419,151 | PYTotalExpensesAmt |
| CY Total Expenses | $102,992,015 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $34,523,164 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $176,626,605 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,272,862,889 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,449,324,409 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,272,862,889 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,449,324,409 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MAKING GRANTS AND CONDUCTING SUPPORTING ACTIVITIES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM ONE OR MORE OF THE FUNCTIONS OF, OR TO CARRY OUT ONE OR MORE OF THE PURPOSES OF, SUPPORTED ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) (CONTINUED ON SCHEDULE O)AND 509(A)(1) OR (2) OF THE CODE THAT CONDUCT ACTIVITIES IN ARTS AND CULTURE, EDUCATION, OR MEDICAL RESEARCH AND HEALTHCARE, WITH EMPHASIS ON ENCOURAGING THE HIGHEST STANDARDS OF NON-PROFIT MANAGEMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $102,277,322 | ExpenseAmt |
| Grant | $96,569,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | GRANT MAKING TO SUPPORT ARTS AND CULTURE, EDUCATION, MEDICAL RESEARCH AND HEALTHCARE, WITH EMPHASIS ON ENCOURAGING THE HIGHEST STANDARDS OF NON-PROFIT MANAGEMENT. | Desc |
| Total Program Service Expenses | $102,277,322 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL M ARDITO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6036814291 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 KEEWAYDIN DRIVE SUITE 100 | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03079 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| SUSAN HOCKFIELD | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $25,000 | $447,785 | $0 | |||
| JOHN PALFREY | |||||||||
| DIRECTOR (AS OF 3/2023) | 5.00 | 0.00 | Yes (X) | $25,000 | $20,000 | $0 | |||
| ROBERT A RADLOFF | |||||||||
| DIRECTOR & VP | 5.00 | 0.00 | Yes (X) | $25,000 | $0 | $0 | Yes (X) | ||
| EDWARD C JOHNSON IV | |||||||||
| DIRECTOR & CHAIRMAN | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ELIZABETH L JOHNSON | |||||||||
| DIRECTOR (AS OF 11/2023) | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH B JOHNSON | |||||||||
| DIRECTOR (THRU 11/2023) | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER J MCKOWN | |||||||||
| SECRETARY | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MAURA MARX | |||||||||
| PRESIDENT | 21.00 | 0.00 | $513,975 | $0 | $14,993 | Yes (X) | |||
| KEVIN SAUNDERS | |||||||||
| ASST SECRETARY | 19.00 | 0.00 | $176,085 | $0 | $37,866 | Yes (X) | |||
| DANIEL M ARDITO | |||||||||
| TREASURER | 16.00 | 0.00 | $163,380 | $0 | $33,172 | Yes (X) | |||
| LYDIA BERGEN | |||||||||
| VP, OPERATIONS | 21.00 | 0.00 | $214,045 | $0 | $31,470 | Yes (X) | |||
| CAROLINE NOLAN | |||||||||
| PROGRAM DIRECTOR | 32.00 | 0.00 | $230,784 | $0 | $48,631 | Yes (X) | |||
| CANDACE TEBBENKAMP | |||||||||
| SR PROG OFFICER, MEDICAL SCI&HEALTH | 36.00 | 0.00 | $204,553 | $0 | $40,343 | Yes (X) | |||
| KEVIN DA SILVA | |||||||||
| DIR, MEDICAL SCIENCE & HEALTH | 36.00 | 0.00 | $190,483 | $0 | $8,862 | Yes (X) | |||
| LISA BEVILAQUA | |||||||||
| PROGRAM DIRECTOR, ARTS & CULTURE | 21.00 | 0.00 | $171,942 | $0 | $11,418 | Yes (X) | |||
| GLORIA LOPEZ | |||||||||
| SR PROGRAM OFFICER, EDUCATION | 32.00 | 0.00 | $208,213 | $0 | $6,929 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,148,460 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $467,785 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $233,684 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SULLIVAN AND WORCESTER | |||||
| 1 POST OFFICE SQUARE | BOSTON | MA | 02109 | LEGAL SERVICES | $152,870 |
| HEALTH RESOURCES IN ACTION | |||||
| 2 BOYLSTON ST 4TH FL | BOSTON | MA | 02116 | CONSULTING SERVICES | $148,044 |
| MH MORTON CONSULTING LLC | |||||
| 246 COMMONWEALTH AVE 2 | BOSTON | MA | 02116 | CONSULTING SERVICES | $130,000 |
| EUIJIN CHIN | |||||
| 22 DORR ST | BOSTON | MA | 02119 | CONSULTING SERVICES | $102,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $22,942,424 | AllOtherContributionsAmt |
| Total Contributions | $22,942,424 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,709,003 | TotalRevenueColumnAmt |
| Exclusion | $58,709,003 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $222,752,029 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,784,836 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $197,967,193 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $197,967,193 | TotalRevenueColumnAmt |
| Exclusion | $197,967,193 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $279,618,620 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $256,676,196 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,569,000 | TotalAmt |
| Program Services | $96,569,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,259,984 | TotalAmt |
| Program Services | $1,259,984 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,718,474 | TotalAmt |
| Program Services | $2,718,474 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,307 | TotalAmt |
| Program Services | $366,307 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,626 | TotalAmt |
| Program Services | $472,626 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,765 | TotalAmt |
| Program Services | $231,765 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,472 | TotalAmt |
| Management And General | $180,472 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,142 | TotalAmt |
| Management And General | $67,142 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $517,102 | TotalAmt |
| Program Services | $517,102 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,503 | TotalAmt |
| Management And General | $28,503 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,526 | TotalAmt |
| Management And General | $132,526 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,064 | TotalAmt |
| Program Services | $142,064 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,703 | TotalAmt |
| Management And General | $16,703 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| RECRUITING | $140,612 | $140,612 |
| DUES AND SUBSCRIPTIONS | $115,464 | $115,464 |
| MISCELLANEOUS EXPENSES | $30,294 | $30,294 |
| STATE FILING FEES | $2,977 | $2,977 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,992,015 | TotalAmt |
| Program Services | $102,277,322 | ProgramServicesAmt |
| Management And General | $714,693 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,251,729 | BOYAmt |
| EOY | $109,339,120 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,185,748 | BOYAmt |
| EOY | $1,735,125 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,106,511,877 | BOYAmt |
| EOY | $2,204,698,508 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,913,535 | BOYAmt |
| EOY | $133,551,656 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,272,862,889 | BOYAmt |
| EOY | $2,449,324,409 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,272,862,889 | BOYAmt |
| EOY | $2,449,324,409 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,272,862,889 | BOYAmt |
| EOY | $2,449,324,409 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,272,862,889 | BOYAmt |
| EOY | $2,449,324,409 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $176,626,605 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$165,085 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 3 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (3 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||
| 042103594 | 2 | Yes (1) | $6,050,000 | $0 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||
| 042103580 | 2 | Yes (1) | $0 | $0 |
| MUSEUM OF FINE ARTS | ||||
| 042103607 | 7 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 3 | SupportedOrganizationsTotalCnt |
| Support Sum | $6,050,000 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | Yes (1) | OrganizationChangeSuprtOrgInd |
| Supported Org Class Designated | Yes (1) | SupportedOrgClassDesignatedInd |
| Substitution Beyond Org Cntl | 0 | SubstitutionBeyondOrgCntlInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | Yes (1) | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART IV, SECTION A, LINE 1: | THE SUPPORTED ORGANIZATIONS ARE DESIGNATED BY PURPOSE OR CLASS IN THE ORGANIZATION'S ARTICLES. THE MEMBERS WHICH ELECT A MAJORITY OF THE ORGANIZATION'S DIRECTORS AND CONTROL THE ORGANIZATION ARE ALL PUBLICLY SUPPORTED ORGANIZATIONS WHICH ARE LISTED BY NAME IN THE ORGANIZATION'S GOVERNING DOCUMENTS AND WHICH FALL WITHIN THE CLASS OF SUPPORTED ORGANIZATIONS THAT THEY REPRESENT. |
| SCHEDULE A, PART IV, SECTION A, LINE 5A: | PURSUANT TO THE TERMS OF THE GOVERNING INSTRUMENT, EFFECTIVE DECEMBER 31, 2022, BAYLOR COLLEGE OF MEDICINE (EIN 74-1613878) CEASED AS A SUPPORTED ORGANIZATION OF FIDELITY NON-PROFIT MANAGEMENT FOUNDATION ("FNPMF"). EFFECTIVE MARCH 2, 2023, THE PRESIDENTS AND FELLOWS OF HARVARD COLLEGE (EIN 04-2103580) BECAME A SUPPORTED ORGANIZATION OF FNPMF. |
| SCHEDULE A, PART IV, SECTION A, LINE 9C: | DISQUALIFIED PERSONS WITH RESPECT TO THE ORGANIZATION ARE ACTIVE INVESTORS IN THE PUBLIC SECURITIES MARKETS AND THERE MAY BE NUMEROUS INSTANCES WHERE THERE IS OVERLAP BETWEEN THE HOLDINGS IN THE STOCK PORTFOLIOS OF DISQUALIFIED PERSONS AND THE STOCK PORTFOLIO OF THE ORGANIZATION. NEVERTHELESS, THE ORGANIZATION IS CONFIDENT THAT ANY OVERLAP IS COINCIDENTAL AND NO DISQUALIFIED PERSON DERIVED ANY BENEFIT FROM THE ORGANIZATION'S INVESTMENT. THE ORGANIZATION ALSO OWNS APPROXIMATELY 1.7% OF THE STOCK OF FIL LTD. A NON-PUBLICLY TRADED ENTITY IN WHICH A DISQUALIFIED PERSON INDIRECTLY HOLDS A NON-CONTROLLING INTEREST. NO DISQUALIFIED PERSON DERIVES ANY BENEFIT AS A RESULT OF THE ORGANIZATION'S INVESTMENTS. UNDER THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, ANY INVESTMENT DECISION OF THE FOUNDATION TO MAKE AN INVESTMENT IN A SECURITY IN WHICH A DISQUALIFIED PERSON MAY HOLD AN INTEREST (OTHER THAN NON-MATERIAL HOLDINGS OF PUBLICLY AVAILABLE SECURITIES OR MUTUAL FUNDS) WOULD BE MADE EXCLUSIVELY BY THE INDEPENDENT TRUSTEES WHO REPRESENT THE CONTROLLING SUPPORTED ORGANIZATIONS. |
| SCHEDULE A, PART IV, SECTION B, LINE 2: | THE ORGANIZATION MADE GRANTS AMONG ITS SUPPORTED ORGANIZATIONS DESIGNATED BY CLASS. SEE DESCRIPTION FOR SECTION A, ITEM 1. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ERS | $132,836,949 | C |
| FIL EQUITY | $714,707 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $133,551,656 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $350,669,959 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $71,051,185 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $71,051,185 | RevenueNotReportedAmt |
| Revenue Subtotal | $279,618,774 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$154 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$154 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $279,618,620 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $94,606,936 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$8,385,079 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$8,385,079 | ExpensesNotReportedAmt |
| Expenses Subtotal | $102,992,015 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $102,992,015 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | A TAX QUALIFICATION DETERMINATION LETTER HAS BEEN RECEIVED FROM THE INTERNAL REVENUE SERVICE INDICATING THAT THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) AND AS A SUPPORTING ORGANIZATION DESCRIBED IN SECTION 509(A)(3) OF THE CODE. THE FOUNDATION RECOGNIZES A TAX BENEFIT OR CHARGE FROM AN UNCERTAIN POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WOULD BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2023, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION, DERECOGNITION, OR DISCLOSURE. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ACCRUAL TO CASH ADJUSTMENT -154. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ACCRUAL TO CASH ADJUSTMENT -8,385,079. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (101 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC | |||||||||
| 225 NORTH MICHIGAN AVENUE SUITE | 1700 | CHICAGO | IL | 60601 | 133039601 | 501(C)(3) | $7,500,000 | $0 | DISCOVERY RESEARCH (SCIENCE) |
| AMERICAN ACADEMY OF ARTS AND SCIENCES | |||||||||
| NORTONS WOODS 136 IRVING STREET | CAMBRIDGE | MA | 02138 | 042103651 | 501(C)(3) | $600,000 | $0 | PROGRAM DEVELOPMENT/EVALUATION | |
| ASSABET VALLEY REGIONAL VOCATIONAL SCHOOL DISTRICT | |||||||||
| 215 FITCHBURG STREET | MARLBOROUGH | MA | 01752 | 042444973 | 509(A)(1) | $400,000 | $0 | EQUIPMENT | |
| BAYLOR COLLEGE OF MEDICINE | |||||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | 741613878 | 501(C)(3) | $471,913 | $0 | DISCOVERY RESEARCH (SCIENCE) | |
| BENJAMIN FRANKLIN CUMMINGS INSTITUTE OF TECHNOLOGY | |||||||||
| 41 BERKELEY STREET | BOSTON | MA | 02116 | 042103576 | 501(C)(3) | $250,000 | $0 | TECHNOLOGY & EQUIPMENT | |
| BENTLEY UNIVERSITY | |||||||||
| 175 FOREST STREET | WALTHAM | MA | 02452 | 041081650 | 501(C)(3) | $545,000 | $0 | TECHNOLOGY & EQUIPMENT | |
| BERKLEE COLLEGE OF MUSIC INC | |||||||||
| 1140 BOYLSTON STREET | BOSTON | MA | 02215 | 042300472 | 501(C)(3) | $1,800,000 | $0 | TECHNOLOGY & EQUIPMENT | |
| BIG PICTURE COMPANY INC | |||||||||
| 325 PUBLIC STREET | PROVIDENCE | RI | 029052340 | 050485883 | 501(C)(3) | $555,000 | $0 | TECH PLANNING | |
| BLACKSTONE VALLEY VOCATIONAL REGIONAL SCHOOL DISTRICT | |||||||||
| 65 PLEASANT STREET | UPTON | MA | 01568 | 042317111 | 509(A)(1) | $400,000 | $0 | EQUIPMENT | |
| BOSTON BALLET INC | |||||||||
| 19 CLARENDON STREET | BOSTON | MA | 02116 | 042312734 | 501(C)(3) | $2,000,000 | $0 | ENDOWMENT | |
| BOSTON LYRIC OPERA COMPANY | |||||||||
| MIDWAY ARTIST STUDIOS 15 CHANNEL | CENTER ST 106 | BOSTON | MA | 02210 | 042469627 | 501(C)(3) | $1,000,000 | $0 | CAMPAIGN/FUNDRAISING |
| BOSTON PUBLIC LIBRARY FUND INC | |||||||||
| 700 BOYLSTON STREET | BOSTON | MA | 02116 | 043150560 | 501(C)(3) | $820,000 | $0 | PROGRAMMING | |
| BOTTOM LINE INC | |||||||||
| 500 AMORY STREET SUITE 3 | BOSTON | MA | 02130 | 043351427 | 501(C)(3) | $1,000,000 | $0 | TECH PLANNING | |
| BRAVEN INC | |||||||||
| 100 N LA SALLE STREET SUITE 310 | CHICAGO | IL | 60602 | 464340594 | 501(C)(3) | $500,000 | $0 | TECHNOLOGY & EQUIPMENT | |
| BREAKTHROUGH COLLABORATIVE | |||||||||
| PO BOX 71420 | OAKLAND | CA | 94612 | 943140620 | 501(C)(3) | $500,000 | $0 | STRATEGIC PLANNING | |
| BREAKTHROUGH GREATER BOSTON INC | |||||||||
| PO BOX 381486 | CAMBRIDGE | MA | 02238 | 043307783 | 501(C)(3) | $500,000 | $0 | SALARY SUPPORT | |
| BRISTOL-PLYMOUTH REGIONAL TECHNICAL SCHOOL DISTRICT | |||||||||
| 207 HART STREET | TAUNTON | MA | 02780 | 042434976 | 509(A)(1) | $375,000 | $0 | TECHNOLOGY & EQUIPMENT | |
| CAREERWISE COLORADO | |||||||||
| 400 S COLORADO BLVD | DENVER | CO | 80246 | 811415662 | 501(C)(3) | $325,000 | $0 | TECHNOLOGY & EQUIPMENT | |
| CHILDREN'S HOSPITAL BOSTON | |||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | 042774441 | 501(C)(3) | $1,080,000 | $0 | DISCOVERY RESEARCH (SCIENCE) | |
| CHOOSEU | |||||||||
| PO BOX 14280 | WASHINGTON | DC | 20044 | 843357705 | 501(C)(3) | $125,000 | $0 | PLANNING | |
| DUET INC | |||||||||
| 50 MILK STREET SUITE 600 6TH FLOOR | BOSTON | MA | 02110 | 320568985 | 501(C)(3) | $500,000 | $0 | TECHNOLOGY & EQUIPMENT | |
| EPIPHANY SCHOOL INC | |||||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | 043391788 | 501(C)(3) | $112,500 | $0 | SALARY SUPPORT | |
| ESSEX NORTH SHORE AGRICULTURAL TECHNICAL FOUNDATION INC | |||||||||
| PO BOX 305 | BEVERLY | MA | 019150006 | 271237978 | 501(C)(3) | $750,000 | $0 | SYSTEM REPAIR | |
| FRAMINGHAM STATE UNIVERSITY FOUNDATION | |||||||||
| 100 STATE ST | FRAMINGHAM | MA | 017022499 | 042742666 | 501(C)(3) | $295,000 | $0 | PLANNING | |
| FULLER CRAFT MUSEUM INC | |||||||||
| 455 OAK STREET | BROCKTON | MA | 02301 | 203069102 | 501(C)(3) | $1,000,000 | $0 | PROPERTY CARE; BUILDINGS; RENOVATION | |
| GENESYS WORKS | |||||||||
| 1880 S DAIRY ASHFORD RD STE 300 | HOUSTON | TX | 770774746 | 030440761 | 501(C)(3) | $450,000 | $0 | TECHNOLOGY & EQUIPMENT | |
| GLOUCESTER MARINE GENOMICS INSTITUTE | |||||||||
| 417 MAIN STREET | GLOUCESTER | MA | 01930 | 463020006 | 501(C)(3) | $430,000 | $0 | TECHNOLOGY & EQUIPMENT | |
| GREATER FALL RIVER VOCATIONAL SCHOOL DISTRICT | |||||||||
| 251 STONEHAVEN RD | FALL RIVER | MA | 027233519 | 042326660 | 509(A)(1) | $400,000 | $0 | EQUIPMENT | |
| GREATER LAWRENCE REGIONAL VOCATIONAL TECHNICAL SCHOOL DISTRICT | |||||||||
| 57 RIVER ROAD | ANDOVER | MA | 01810 | 042373134 | 509(A)(1) | $720,000 | $0 | SPECIALIZED EQUIPMENT | |
| GREATER LOWELL REGIONAL VOCATIONAL TECHNICAL SCHOOL DISTRICT | |||||||||
| 250 PAWTUCKET BOULEVARD | TYNGSBORO | MA | 018792199 | 042438036 | 509(A)(1) | $415,000 | $0 | SPECIALIZED EQUIPMENT | |
| GREATER NEW BEDFORD REGIONAL VOCATIONAL TECHNICAL HIGH SCHOOL DISTRICT | |||||||||
| 1121 ASHLEY BLVD | NEW BEDFORD | MA | 027452496 | 042516154 | 509(A)(1) | $650,000 | $0 | SPECIALIZED EQUIPMENT | |
| HANDEL AND HAYDN SOCIETY | |||||||||
| 9 HARCOURT STREET | BOSTON | MA | 02116 | 042126598 | 501(C)(3) | $2,500,000 | $0 | ENDOWMENT | |
| IMENTOR | |||||||||
| 199 WATER ST 8TH FL | NEW YORK | NY | 100383586 | 300105507 | 501(C)(3) | $500,000 | $0 | TECHNOLOGY & EQUIPMENT | |
| ISABELLA STEWART GARDNER MUSEUM INC | |||||||||
| 25 EVANS WAY | BOSTON | MA | 02115 | 042104334 | 501(C)(3) | $1,000,000 | $0 | ENDOWMENT | |
| JEWISH VOCATIONAL SERVICE INC | |||||||||
| 75 FEDERAL STREET 3RD FLOOR | BOSTON | MA | 02110 | 042104357 | 501(C)(3) | $1,000,000 | $0 | CONSTRUCTION | |
| JOBS FOR THE FUTURE INC | |||||||||
| 50 MILK STREET 17TH FLOOR | BOSTON | MA | 02109 | 061164568 | 501(C)(3) | $1,000,000 | $0 | R&D/INNOVATION/PILOTS | |
| JUST A START CORPORATION | |||||||||
| 1035 CAMBRIDGE STREET 12 | CAMBRIDGE | MA | 02141 | 237121174 | 501(C)(3) | $300,000 | $0 | CAMPAIGN/FUNDRAISING | |
| JUST A START CORPORATION | |||||||||
| 1035 CAMBRIDGE STREET 12 | CAMBRIDGE | MA | 02141 | 237121174 | 501(C)(3) | $200,000 | $0 | CAMPAIGN/FUNDRAISING | |
| LAB CENTRAL IGNITE | |||||||||
| 700 MAIN STREET | CAMBRIDGE | MA | 02139 | 461031913 | 501(C)(3) | $235,000 | $0 | PROGRAM DEVELOPMENT/EVALUATION | |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | 952264067 | 501(C)(3) | $1,000,000 | $0 | CAMPAIGN/FUNDRAISING | |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | 952264067 | 501(C)(3) | $1,500,000 | $0 | CAMPAIGN/FUNDRAISING | |
| LYNN PUBLIC SCHOOLS | |||||||||
| 100 BENNETT STREET | LYNN | MA | 01905 | 046001397 | 509(A)(1) | $410,000 | $0 | EQUIPMENT | |
| MASS GENERAL BRIGHAM INCORPORATED | |||||||||
| 800 BOYLSTON STREET SUITE 1150 | BOSTON | MA | 02199 | 043230035 | 501(C)(3) | $1,500,000 | $0 | DISCOVERY RESEARCH (SCIENCE) | |
| MASSACHUSETTS BAY COMMUNITY COLLEGE FOUNDATION | |||||||||
| 50 OAKLAND STREET | WELLESLEY HILLS | MA | 02481 | 222581930 | 501(C)(3) | $500,000 | $0 | CAMPAIGN/FUNDRAISING | |
| MASSACHUSETTS BIOTECHNOLOGY EDUCATION FOUNDATION INC | |||||||||
| 255 MAIN ST STE 8 | CAMBRIDGE | MA | 021421057 | 223799632 | 501(C)(3) | $250,000 | $0 | TECH PLANNING | |
| MASSACHUSETTS COLLEGE OF ART AND DESIGN FOUNDATION INC | |||||||||
| 621 HUNTINGTON AVENUE | BOSTON | MA | 02115 | 042742359 | 501(C)(3) | $150,000 | $0 | TECH PLANNING | |
| MASSACHUSETTS COLLEGE OF PHARMACY AND ALLIED HEALTH SCIENCES | |||||||||
| 179 LONGWOOD AVE | BOSTON | MA | 021155804 | 042104700 | 501(C)(3) | $460,000 | $0 | TECHNOLOGY & EQUIPMENT | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||
| 77 MASSACHUSETTS AVE E19-738 | CAMBRIDGE | MA | 02139 | 042103594 | 501(C)(3) | $100,000 | $0 | DISCOVERY RESEARCH (SCIENCE) | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||
| 77 MASSACHUSETTS AVE E19-738 | CAMBRIDGE | MA | 02139 | 042103594 | 501(C)(3) | $1,500,000 | $0 | TECHNOLOGY & EQUIPMENT | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||
| 77 MASSACHUSETTS AVE E19-738 | CAMBRIDGE | MA | 02139 | 042103594 | 501(C)(3) | $1,500,000 | $0 | SALARY SUPPORT | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||
| 77 MASSACHUSETTS AVE E19-738 | CAMBRIDGE | MA | 02139 | 042103594 | 501(C)(3) | $1,000,000 | $0 | PROGRAM DEVELOPMENT/EVALUATION | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||
| 77 MASSACHUSETTS AVE E19-738 | CAMBRIDGE | MA | 02139 | 042103594 | 501(C)(3) | $1,950,000 | $0 | RENOVATION | |
| MASSINC | |||||||||
| 11 BEACON STREET SUITE 500 | BOSTON | MA | 02108 | 043271457 | 501(C)(3) | $420,000 | $0 | R&D/INNOVATION | |
| MENTOR THE NATIONAL MENTORING PARTNERSHIP INC | |||||||||
| 201 SOUTH STREET SUITE 615 | BOSTON | MA | 02111 | 521674088 | 501(C)(3) | $540,000 | $0 | TECHNOLOGY & EQUIPMENT | |
| MERIT AMERICA | |||||||||
| 712 H STREET NE SUITE 1560 | WASHINGTON | DC | 200023627 | 842108762 | 501(C)(3) | $600,000 | $0 | TECHNOLOGY & EQUIPMENT | |
| MIDDLESEX COMMUNITY COLLEGE FOUNDATION INC | |||||||||
| 33 KEARNEY SQUARE | LOWELL | MA | 01852 | 042973384 | 501(C)(3) | $970,000 | $0 | PROPERTY CARE; BUILDINGS; CONSTRUCTION | |
| MUSEUM OF SCIENCE | |||||||||
| 1 SCIENCE PARK | BOSTON | MA | 021141099 | 042103916 | 501(C)(3) | $3,000,000 | $0 | TECHNOLOGY & EQUIPMENT | |
| NAF | |||||||||
| 169 MADISON AVENUE SUITE 2797 | NEW YORK | NY | 10016 | 133480246 | 501(C)(3) | $475,000 | $0 | PROGRAM DEVELOPMENT/EVALUATION | |
| NASHOBA VALLEY TECHNICAL HIGH SCHOOL | |||||||||
| 100 LITTLETON ROAD | WESTFORD | MA | 01886 | 042397122 | 509(A)(1) | $375,000 | $0 | TECHNOLOGY & EQUIPMENT | |
| NATIONAL EDUCATION EQUITY LAB INC | |||||||||
| 648 BROADWAY SUITE 603 | NEW YORK | NY | 10012 | 833914379 | 501(C)(3) | $500,000 | $0 | TECHNOLOGY & EQUIPMENT | |
| NEIGHBORHOOD VILLAGES INC | |||||||||
| 64 SIGOURNEY STREET | JAMAICA PLAIN | MA | 02130 | 821859365 | 501(C)(3) | $125,000 | $0 | TECHNOLOGY & EQUIPMENT | |
| NEIGHBORHOOD VILLAGES INC | |||||||||
| 64 SIGOURNEY STREET | JAMAICA PLAIN | MA | 02130 | 821859365 | 501(C)(3) | $154,500 | $0 | TECHNOLOGY & EQUIPMENT | |
| NEW ENGLAND CONSERVATORY OF MUSIC | |||||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | 237225104 | 501(C)(3) | $3,000,000 | $0 | PROPERTY CARE; BUILDINGS; CONSTRUCTION | |
| NPOWER INC | |||||||||
| 55 WASHINGTON STREET SUITE 560 | BROOKLYN | NY | 11201 | 134145441 | 501(C)(3) | $200,000 | $0 | TECHNOLOGY & EQUIPMENT | |
| OLD STURBRIDGE VILLAGE | |||||||||
| 1 OLD STURBRIDGE VILLAGE ROAD | STURBRIDGE | MA | 01566 | 042104809 | 501(C)(3) | $500,000 | $0 | ENDOWMENT | |
| OLD STURBRIDGE VILLAGE | |||||||||
| 1 OLD STURBRIDGE VILLAGE ROAD | STURBRIDGE | MA | 01566 | 042104809 | 501(C)(3) | $1,000,000 | $0 | ENDOWMENT | |
| OLD STURBRIDGE VILLAGE | |||||||||
| 1 OLD STURBRIDGE VILLAGE ROAD | STURBRIDGE | MA | 01566 | 042104809 | 501(C)(3) | $1,000,000 | $0 | ENDOWMENT | |
| ONEGOAL | |||||||||
| 180 N WABASH AVE STE 800 | CHICAGO | IL | 606013608 | 562369898 | 501(C)(3) | $900,000 | $0 | TECH PLANNING | |
| OPPORTUNITY AT WORK INC | |||||||||
| 1100 CONNECTICUT AVENUE NW SUITE | 430 | WASHINGTON | DC | 20036 | 813214432 | 501(C)(3) | $500,000 | $0 | TECHNOLOGY & EQUIPMENT |
| PER SCHOLAS INC | |||||||||
| 804 EAST 138TH STREET2ND FLOOR | BRONX | NY | 10454 | 043252955 | 501(C)(3) | $1,900,000 | $0 | PROGRAM DEVELOPMENT/EVALUATION | |
| PORTLAND MUSEUM OF ART | |||||||||
| 7 CONGRESS SQUARE | PORTLAND | ME | 04101 | 010378420 | 501(C)(3) | $2,500,000 | $0 | PROPERTY CARE; BUILDINGS; RENOVATION | |
| PROPEL AMERICA | |||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | 831867782 | 501(C)(3) | $150,000 | $0 | TECHNOLOGY & EQUIPMENT | |
| SALEM STATE UNIVERSITY FOUNDATION INC | |||||||||
| 352 LAFAYETTE STREET | SALEM | MA | 01970 | 042620632 | 501(C)(3) | $500,000 | $0 | PROGRAM DEVELOPMENT/EVALUATION | |
| SHAWSHEEN VALLEY REGIONAL VOCATIONAL SCHOOL DISTRICT | |||||||||
| 100 COOK STREET | BILLERICA | MA | 01821 | 042396602 | 509(A)(1) | $390,000 | $0 | EQUIPMENT | |
| SKILLSUSA MASSACHUSETTS INC | |||||||||
| 501 PARAMOUNT DRIVE | RAYNHAM | MA | 02767 | 046357749 | 501(C)(3) | $250,000 | $0 | CRM | |
| SOCIAL FINANCE INC | |||||||||
| 2 ATLANTIC AVE 5TH FLOOR | BOSTON | MA | 02110 | 274620963 | 501(C)(3) | $1,500,000 | $0 | CAMPAIGN/FUNDRAISING | |
| SUMMER SEARCH | |||||||||
| 304 12TH STREET SUITE 4A | OAKLAND | CA | 94607 | 680200138 | 501(C)(3) | $500,000 | $0 | TECHNOLOGY & EQUIPMENT | |
| THE ASPEN INSTITUTE INC | |||||||||
| 2300 N STREET NW SUITE 700 | WASHINGTON | DC | 20037 | 840399006 | 501(C)(3) | $400,000 | $0 | CURRICULUM DEVELOPMENT (EDUCATION) | |
| THE BRIDGEWATER STATE UNIVERSITY FOUNDATION | |||||||||
| 26 SUMMER STREET | BRIDGEWATER | MA | 02325 | 222678005 | 501(C)(3) | $560,000 | $0 | PLANNING | |
| THE BRIDGEWATER STATE UNIVERSITY FOUNDATION | |||||||||
| 26 SUMMER STREET | BRIDGEWATER | MA | 02325 | 222678005 | 501(C)(3) | $300,000 | $0 | TECHNOLOGY & EQUIPMENT | |
| THE BURNING GLASS INSTITUTE | |||||||||
| PO BOX 671 | BALA CYNWYD | PA | 19004 | 873337620 | 501(C)(3) | $500,000 | $0 | R&D/INNOVATION/PILOTS | |
| THE JACKSON LABORATORY | |||||||||
| 600 MAIN STREET | BAR HARBOR | ME | 04609 | 010211513 | 501(C)(3) | $805,000 | $0 | R&D/ INNOVATION | |
| THE METROPOLITAN MUSEUM OF ART | |||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 100280198 | 131624086 | 501(C)(3) | $5,000,000 | $0 | RENOVATION | |
| THE NEW-YORK HISTORICAL SOCIETY | |||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | 131624124 | 501(C)(3) | $2,500,000 | $0 | NEW CONSTRUCTION | |
| THE PAUL REVERE MEMORIAL ASSOCIATION | |||||||||
| 19 NORTH SQUARE | BOSTON | MA | 02113 | 042104820 | 501(C)(3) | $275,000 | $0 | GENERAL OPERATING/ANNUAL SUPPORT | |
| THE PAUL REVERE MEMORIAL ASSOCIATION | |||||||||
| 19 NORTH SQUARE | BOSTON | MA | 02113 | 042104820 | 501(C)(3) | $75,000 | $0 | GENERAL OPERATING/ANNUAL SUPPORT | |
| THE POSSE FOUNDATION INC | |||||||||
| 14 WALL STREET SUITE 8A-60 | NEW YORK | NY | 10005 | 133840394 | 501(C)(3) | $2,000,000 | $0 | ENDOWMENT | |
| THRIVE SCHOLARS | |||||||||
| 75 FEDERAL STREET SUITE 1250 | BOSTON | MA | 02110 | 455619310 | 501(C)(3) | $500,000 | $0 | TECH PLANNING | |
| TUFTS UNIVERSITY | |||||||||
| BALLOU HALL | MEDFORD | MA | 02155 | 042103634 | 501(C)(3) | $300,000 | $0 | ENDOWMENT | |
| UASPIRE INC | |||||||||
| 6 LIBERTY SQUARE 91234 | BOSTON | MA | 02109 | 461314848 | 501(C)(3) | $750,000 | $0 | TECH PLANNING | |
| UNIVERSITY OF DUBLIN FUND | |||||||||
| 1350 AVENUE OF THE AMERICAS FLOOR 2 | SUITE 266 | NEW YORK | NY | 10019 | 136129707 | 501(C)(3) | $1,500,000 | $0 | PROPERTY CARE; BUILDINGS; HISTORIC PRESERVATION |
| UNIVERSITY OF MASSACHUSETTS DARTMOUTH | |||||||||
| 285 OLD WESTPORT ROAD | DARTMOUTH | MA | 02747 | 046013152 | 501(C)(3) | $400,000 | $0 | TECHNOLOGY & EQUIPMENT | |
| WENTWORTH INSTITUTE OF TECHNOLOGY | |||||||||
| 550 HUNTINGTON AVE | BOSTON | MA | 021155998 | 041958460 | 501(C)(3) | $220,000 | $0 | SALARY SUPPORT | |
| WHITTIER REGIONAL VOCATIONAL TECHNICAL HIGH SCHOOL DISTRICT | |||||||||
| 115 AMESBURY LINE ROAD | HAVERHILL | MA | 01830 | 042440251 | 509(A)(1) | $390,000 | $0 | SPECIALIZED EQUIPMENT | |
| WORCESTER ART MUSEUM | |||||||||
| 55 SALISBURY STREET | WORCESTER | MA | 01609 | 041988530 | 501(C)(3) | $2,000,000 | $0 | PROPERTY CARE; BUILDINGS; RENOVATION | |
| WORCESTER ART MUSEUM | |||||||||
| 55 SALISBURY STREET | WORCESTER | MA | 01609 | 041988530 | 501(C)(3) | $2,000,000 | $0 | PROPERTY CARE; BUILDINGS; RENOVATION | |
| WORCESTER ART MUSEUM | |||||||||
| 55 SALISBURY STREET | WORCESTER | MA | 01609 | 041988530 | 501(C)(3) | $4,000,000 | $0 | PROPERTY CARE; BUILDINGS; RENOVATION | |
| WORCESTER COUNTY HORTICULTURAL SOCIETY | |||||||||
| 11 FRENCH DRIVE PO BOX 598 | BOYLSTON | MA | 01505 | 041988945 | 501(C)(3) | $2,400,000 | $0 | RENOVATION | |
| WORCESTER EDUCATIONAL DEVELOPMENT FOUNDATION INC | |||||||||
| 210 PARK AVENUE SUITE 224 | WORCESTER | MA | 016092246 | 562522670 | 501(C)(3) | $510,000 | $0 | PROPERTY CARE; BUILDINGS; RENOVATION | |
| WORCESTER POLYTECHNIC INSTITUTE | |||||||||
| 100 INSTITUTE ROAD | WORCESTER | MA | 01609 | 042121659 | 501(C)(3) | $210,000 | $0 | TECH PLANNING | |
| YEAR UP INC | |||||||||
| 45 MILK STREET 9TH FLOOR | BOSTON | MA | 02109 | 043534407 | 501(C)(3) | $2,000,000 | $0 | TECHNOLOGY & EQUIPMENT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 101 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MONITORS ITS GRANTS TO ENSURE THAT THEY ARE USED FOR THE INTENDED CHARITABLE PURPOSES AND ARE NOT OTHERWISE DIVERTED FROM THE INTENDED USE. GRANT RECIPIENTS ARE CHOSEN ON THE BASIS OF DETAILED WRITTEN DESCRIPTIONS OF THE INTENDED CHARITABLE USE OF FUNDS; PUBLIC CHARITY DETERMINATIONS; AND OCCASIONAL FIELD INVESTIGATIONS CONDUCTED BY THE ORGANIZATION'S STAFF. EACH GRANTEE PROVIDES DETAILED WRITTEN REPORTS OF THE EXPENDITURE OF GRANT FUNDS TO THE ORGANIZATION. GRANTS ARE ACCOUNTED FOR ON A CASH BASIS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAURA MARX | ||||||||||||||
| PRESIDENT | $239,313 | $0 | $274,662 | $0 | $0 | $0 | $7,967 | $0 | $7,026 | $0 | $528,968 | $0 | $0 | $0 |
| SUSAN HOCKFIELD | ||||||||||||||
| DIRECTOR | $25,000 | $447,785 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $25,000 | $447,785 | $0 | $0 |
| CAROLINE NOLAN | ||||||||||||||
| PROGRAM DIRECTOR | $181,984 | $0 | $48,800 | $0 | $0 | $0 | $26,183 | $0 | $22,448 | $0 | $279,415 | $0 | $0 | $0 |
| LYDIA BERGEN | ||||||||||||||
| VP, OPERATIONS | $129,997 | $0 | $84,048 | $0 | $0 | $0 | $28,583 | $0 | $2,887 | $0 | $245,515 | $0 | $0 | $0 |
| CANDACE TEBBENKAMP | ||||||||||||||
| SR PROG OFFICER, MEDICAL SCI&HEALTH | $197,102 | $0 | $0 | $0 | $7,451 | $0 | $13,248 | $0 | $27,095 | $0 | $244,896 | $0 | $0 | $0 |
| GLORIA LOPEZ | ||||||||||||||
| SR PROGRAM OFFICER, EDUCATION | $152,078 | $0 | $17,366 | $0 | $38,769 | $0 | $4,749 | $0 | $2,180 | $0 | $215,142 | $0 | $0 | $0 |
| KEVIN SAUNDERS | ||||||||||||||
| ASST SECRETARY | $136,220 | $0 | $39,865 | $0 | $0 | $0 | $24,623 | $0 | $13,243 | $0 | $213,951 | $0 | $0 | $0 |
| KEVIN DA SILVA | ||||||||||||||
| DIR, MEDICAL SCIENCE & HEALTH | $66,733 | $0 | $0 | $0 | $123,750 | $0 | $5,028 | $0 | $3,834 | $0 | $199,345 | $0 | $0 | $0 |
| DANIEL M ARDITO | ||||||||||||||
| TREASURER | $98,100 | $0 | $65,280 | $0 | $0 | $0 | $22,200 | $0 | $10,972 | $0 | $196,552 | $0 | $0 | $0 |
| LISA BEVILAQUA | ||||||||||||||
| PROGRAM DIRECTOR, ARTS & CULTURE | $132,826 | $0 | $39,116 | $0 | $0 | $0 | $4,635 | $0 | $6,783 | $0 | $183,360 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE FOUNDATION ENGAGES FFSP LLC IN A COST SHARING ARRANGEMENT TO PROVIDE STAFF, ADMINISTRATIVE AND PROGRAM MANAGEMENT SUPPORT. FFSP ENTERED INTO WRITTEN COMPENSATION AGREEMENTS WITH ALL OF ITS EMPLOYEES ON THE DATE OF HIRE. THE COMPENSATION IN THE AGREEMENTS WERE ALL BASED ON THIRD-PARTY COMPARABILITY DATA COMPILED AND UPDATED IN 2023. IN 2023, THE FFSP COMPENSATION COMMITTEE RELIED ON THE SAME COMPARABILITY DATA WHEN MAKING YEAR END SALARY ADJUSTMENTS, DETERMINING YEAR-END BONUSES, AND AWARDING LONG-TERM COMPENSATION FOR 2023. AS A RESULT, THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT, TREASURER & ASSISTANT SECRETARY INCLUDED THE FOLLOWING: (1) PRIOR TO ENTERING INTO SUCH ARRANGEMENTS, APPROPRIATE COMPARABILITY DATA WAS OBTAINED AND USED, AND SUCH ARRANGEMENT WAS THEN REVIEWED AND APPROVED BY THE APPROPRIATE COMPENSATION COMMITTEE, OF WHICH ONLY INDEPENDENT PERSONS VOTED; AND (2) MINUTES FOR COMPENSATION COMMITTEE MEETINGS WERE PREPARED, PROVIDING CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION BY NOTING THE TERMS OF THE ARRANGEMENT AND DATE IT WAS APPROVED, THE COMMITTEE MEMBERS WHO WERE PRESENT AND THOSE WHO VOTED ON IT, AND THE COMPARABILITY DATA OBTAINED AND RELIED UPON BY THE COMMITTEE. SEE SCHEDULE O. |
| PART I, LINE 4A | IN CONNECTION WITH THEIR DEPARTURE, THREE LISTED INDIVIDUALS RECEIVED SALARY CONTINUATION. THE AMOUNTS PAID IN 2023 ARE INCLUDED ON SCHEDULE J, PART II, LINE B(III). |
| PART I, LINE 7 | THE ORGANIZATION PROVIDED NON-FIXED PAYMENTS TO CERTAIN INDIVIDUALS REPORTED ON SCHEDULE J IN THE FORM OF A BONUS WHICH REFLECTED REASONABLE COMPENSATION. THE BONUS WAS NOT TIED TO THE NET REVENUES OF THE ORGANIZATION NOR WAS A JOINT VENTURE PRESENT. THE COMPENSATION COMMITTEE APPROVED AN EMPLOYMENT CONTRACT WITH THE EXECUTIVES THAT INCLUDED A YEAR END BONUS WITH A SPECIFIED CAP ON THE AMOUNT, THE COMPENSATION COMMITTEE HAS ESTABLISHED A REBUTTABLE PRESUMPTION AS TO THE NONFIXED PAYMENT WHEN THE EMPLOYMENT CONTRACT WAS ENTERED INTO BY, IN EFFECT, ASSUMING THAT THE MAXIMUM AMOUNT PAYABLE UNDER THE CONTRACT WOULD BE PAID, AND SATISFYING THE REQUIREMENTS GIVING RISE TO THE REBUTTABLE PRESUMPTION FOR THAT MAXIMUM AMOUNT. 26 C.F.R. 53.4958-6(D)(2) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ELIZABETH B JOHNSON, EDWARD C JOHNSON IV, CHRISTOPHER J MCKOWN, ELIZABETH L JOHNSON - FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION A, LINE 3 | THE FOUNDATION ENGAGES FFSP LLC IN A COST SHARING ARRANGEMENT TO PROVIDE STAFF, ADMINISTRATIVE AND PROGRAM MANAGEMENT SUPPORT. IN ADDITION, CERTAIN SERVICES WERE PROVIDED TO THE FOUNDATION UNDER AN ADMINISTRATIVE SERVICES CONTRACT BY FMR LLC, WHICH IS A SUBSTANTIAL CONTRIBUTOR TO THE FOUNDATION. FMR LLC PROVIDED THESE SERVICES TO THE FOUNDATION AT NO CHARGE. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE ORGANIZATION ELECT MEMBERS OF THE BOARD OF TRUSTEES PERIODICALLY AND/OR WHEN VACANCIES ARISE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE TRUSTEES ARE ELECTED BY VOTE PERIODICALLY AND/OR WHEN VACANCIES ARISE, BY THE MEMBERS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 IS PROVIDED TO EACH OF THE MEMBERS OF THE GOVERNING BODY. THE ENTIRE FORM 990 IS REVIEWED BY THE MEMBERS OF THE AUDIT COMMITTEE. OFFICERS OF THE ORGANIZATION AS WELL AS THE PAID PREPARER REVIEW THE FORM 990 WITH THE MEMBERS OF THE AUDIT COMMITTEE BEFORE THE RETURN IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS AND TRUSTEES SIGN AN ANNUAL STATEMENT ATTESTING THAT THEY ARE IN COMPLIANCE WITH THE ORGANIZATION'S WRITTEN CONFLICT OF INTEREST POLICY AND DISCLOSE RELEVANT FINANCIAL INTERESTS AND AFFILIATIONS WITH POTENTIAL GRANTEES. IN INSTANCES WHERE THE BOARD DETERMINES THE EXISTENCE OF A CONFLICT, PARTICIPATION IN THE BOARD'S DELIBERATIONS AND DECISIONS IS LIMITED TO DISINTERESTED TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FOUNDATION ENGAGES FFSP LLC IN A COST SHARING ARRANGEMENT TO PROVIDE STAFF, ADMINISTRATIVE AND PROGRAM MANAGEMENT SUPPORT. FFSP ENTERED INTO WRITTEN COMPENSATION AGREEMENTS WITH ALL OF ITS EMPLOYEES ON THE DATE OF HIRE. THE COMPENSATION IN THE AGREEMENTS WERE ALL BASED ON THIRD-PARTY COMPARABILITY DATA COMPILED AND UPDATED IN 2023. IN 2023, THE FFSP COMPENSATION COMMITTEE RELIED ON THE SAME COMPARABILITY DATA WHEN MAKING YEAR END SALARY ADJUSTMENTS, DETERMINING YEAR-END BONUSES, AND AWARDING LONG-TERM COMPENSATION FOR 2023. AS A RESULT, THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT, TREASURER AND ASSISTANT SECRETARY INCLUDED THE FOLLOWING: (1) PRIOR TO ENTERING INTO SUCH ARRANGEMENTS, APPROPRIATE COMPARABILITY DATA WAS OBTAINED AND USED, AND SUCH ARRANGEMENT WAS THEN REVIEWED AND APPROVED BY THE APPROPRIATE COMPENSATION COMMITTEE, OF WHICH ONLY INDEPENDENT PERSONS VOTED; AND (2) MINUTES FOR COMPENSATION COMMITTEE MEETINGS WERE PREPARED, PROVIDING CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION BY NOTING THE TERMS OF THE ARRANGEMENT AND DATE IT WAS APPROVED, THE COMMITTEE MEMBERS WHO WERE PRESENT AND THOSE WHO VOTED ON IT, AND THE COMPARABILITY DATA OBTAINED AND RELIED UPON BY THE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC ON FILE WITH THE OFFICE OF THE MASSACHUSETTS ATTORNEY GENERAL. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE UNDER ITS GOVERNING DOCUMENTS FOR (I) OVERSEEING THE COMPILATION, REVIEW, OR AUDIT OF THE FINANCIAL STATEMENTS; AND (II) THE SELECTION OF AN INDEPENDENT ACCOUNTANT THAT COMPILED, REVIEWED, OR AUDITED THE STATEMENTS. THIS PROCESS HAS NOT CHANGED FROM THE` PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | 042103594 | MEDICAL/EDUCATION | MA | 501C(3) | 2 | NOT APPLICABLE | 0 |
| MUSEUM OF FINE ARTS | ||||||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | 042103607 | CULTURE | MA | 501C(3) | 7 | NOT APPLICABLE | 0 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||||
| 1585 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | 042103580 | EDUCATION | MA | 501C(3) | 2 | NOT APPLICABLE | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART II: | FormAndLineReferenceDesc |
| Explanation | PURSUANT TO THE TERMS OF THE GOVERNING INSTRUMENT, EFFECTIVE DECEMBER 31, 2022, BAYLOR COLLEGE OF MEDICINE (EIN 74-1613878) CEASED AS A SUPPORTED ORGANIZATION OF FIDELITY NON-PROFIT MANAGEMENT FOUNDATION ("FNPMF"). EFFECTIVE MARCH 2, 2023, THE PRESIDENTS AND FELLOWS OF HARVARD COLLEGE (EIN 04-2103580) BECAME A SUPPORTED ORGANIZATION OF FNPMF. | ExplanationTxt |
Comments