BETA

THE DEVONSHIRE FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE DEVONSHIRE FOUNDATION INC (EIN 04-6004808)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202423209349102217
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

FieldValueIRS element (for citing)
Return2024-11-15T09:22:38-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042571780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AAFCPAS INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 WASHINGTON STREETAddressLine1Txt
CityWESTBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046004808EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DEVONSHIRE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDEVOBusinessNameControlTxt
Phone6173579110PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO HCM 75 FEDERAL ST 1100AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021101911ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES E CLAPP IIIPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6173579110PhoneNum
Signature2024-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID KELLEHER CPAPreparerPersonNm
PTINP01059560PTIN
Phone5083669100PhoneNum
Preparation2024-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$58,973,804FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,347,588DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,347,588DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,222,140NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,617,198GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,222,140CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$251,095OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$251,095OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,820,823TotalRevAndExpnssAmt
Total Net Invst Incm$3,820,823TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,020AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$9,020AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$635,063OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$193,183OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$441,880OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$146TaxesRevAndExpnssAmt
Taxes Net Invst Incm$146TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$150TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$150TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$94,677OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$94,168OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$509OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$739,056TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$287,497TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$451,559TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,129,104ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,129,104ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,868,160TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$287,497TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,580,663TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$47,337ExcessRevenueOverExpensesAmt
Net Investment Income$3,533,326NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$342,956CashBOYAmt
Cash EOY$142,183CashEOYAmt
Cash EOYFMV$142,183CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,124,388SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,921,264SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,921,264SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$16,354,700CorporateStockBOYAmt
Corporate Stock EOY$17,829,170CorporateStockEOYAmt
Corporate Stock EOYFMV$36,678,625CorporateStockEOYFMVAmt
Corporate Bonds BOY$11,846,838CorporateBondsBOYAmt
Corporate Bonds EOY$10,721,635CorporateBondsEOYAmt
Corporate Bonds EOYFMV$11,807,759CorporateBondsEOYFMVAmt
Other Assets BOY$5,482,445OtherAssetsBOYAmt
Other Assets EOY$5,156,960OtherAssetsEOYAmt
Other Assets EOYFMV$7,423,973OtherAssetsEOYFMVAmt
Total Assets BOY$37,151,327TotalAssetsBOYAmt
Total Assets EOY$36,771,212TotalAssetsEOYAmt
Total Assets EOYFMV$58,973,804TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$37,151,327RetainedEarningBOYAmt
Retained Earning EOY$36,771,212RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$37,151,327TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$36,771,212TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$37,151,327TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$36,771,212TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$37,151,327TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$47,337ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$37,103,990SubtotalAmt
Other Decreases$332,778OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$36,771,212TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$10,617,193$8,395,058$2,222,135$2,222,135
CAPITAL GAINS DIVIDENDS$5$5$5P
FieldValueIRS element (for citing)
Capital Gain Net Income$2,222,140CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$49,113InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$49,113SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$49,113TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$1,987EsPenaltyAmt
Tax Due$51,100TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.THEDEVONSHIREFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WESTON HOWLAND IIIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6173579110PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O HCM 75 FEDERAL ST 1100AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021101911ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WESTON HOWLAND III
C/O HOWLAND CAPITAL 75 FEDERAL STSUITE 1100BOSTONMA02110PRESIDENT1.00$0$0$0
CHARLES E CLAPP III
C/O HOWLAND CAPITAL 75 FEDERAL STSUITE 1100BOSTONMA02110TREASURER1.00$0$0$0
SUSAN DAVIDSON
C/O HOWLAND CAPITAL 75 FEDERAL STSUITE 1100BOSTONMA02110TRUSTEE1.00$0$0$0
JENNIFER GEYER
C/O HOWLAND CAPITAL 75 FEDERAL STSUITE 1100BOSTONMA02110TRUSTEE1.00$0$0$0
KIT HOWLAND
C/O HOWLAND CAPITAL 75 FEDERAL STSUITE 1100BOSTONMA02110TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HOWLAND CAPITALBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line175 FEDERAL STREET SUITE 1100AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021101911ZIPCd
FieldValueIRS element (for citing)
Service TypeGRANT & INVESTMENT MGMTServiceTypeTxt
Compensation$635,063CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$53,562,715AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,139,434AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$56,702,149TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$56,702,149AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$850,532CashDeemedCharitableAmt
Net Vl Noncharitable Assets$55,851,617NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,792,581MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,792,581MinimumInvestmentReturnAmt
Tax Based On Investment Income$49,113TaxBasedOnInvestmentIncomeAmt
Total Tax$49,113TotalTaxAmt
Distributable Before Adj$2,743,468DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,743,468DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,743,468DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,580,663ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,580,663QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,743,468DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$149,894ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$236,058ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$988,603ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,374,555TotalExcessDistributionCyovAmt
Qualifying Distributions$3,580,663QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,743,468AppliedToCurrentYearAmt
Remaining Distri From Corpus$837,195RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,211,750TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,211,750ExcessDistriCyovToNextYrAmt
Excess From Year3$149,894ExcessFromYear3Amt
Excess From Year2$236,058ExcessFromYear2Amt
Excess From Year1$988,603ExcessFromYear1Amt
Excess From Current Year$837,195ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACE
2201 WASHINGTON STREET SUITE 302ROXBURYMA02119PCTHREE-YEAR GRANT SUPPORTS INCREASING INTERNAL FINANCIAL CONTROL AND INFRASTRUCTURE.$70,000
AMERICAN FOREIGN SERVICE ASSOCIATION
2101 E ST NWWASHINGTONDC20037PCDISTRIBUTION FOR XANTHAKY MEMORIAL SCHOLARSHIP FUND$7,458
AMERICAN FOREIGN SERVICE ASSOCIATION
2101 E ST NWWASHINGTONDC20037PCDISTRIBUTION FOR XANTHAKY MEMORIAL SCHOLARSHIP FUND$6,943
BIKES NOT BOMBS
284 AMORY STREETJAMAICA PLAINMA02130PCTHREE-YEAR GRANT SUPPORTS INCREASING STAFF CAPACITY TO DOUBLE THE NUMBER OF YOUTH SERVED AND INCREASE ANNUAL FUNDRAISING CAPACITY.$235,000
BOSTON FOOD AND FOREST COALITION
76 WELD HILL STJAMAICA PLAINMA02130PCONE-YEAR GRANT TO SUPPORT GENERAL OPERATING.$5,000
BREAKTIME
170 PORTLAND STREETBOSTONMA02114PCTHREE-YEAR CAPACITY BUILDING GRANT TO SUPPORT BREAKTIME'S STATEWIDE EXPANSION THROUGH BUILDING ORGANIZATIONAL CAPACITY AND INCREASED DEVELOPMENT EFFORTS.$205,000
BUILDING AUDACITY
75 ALLEN AVELYNNMA01902PCBUILDING AUDACITY'S THREE-YEAR GRANT SUPPORTS OVERALL FUNDRAISING AND THE HIRING THE STRATEGIC PARTNERSHIPS DIRECTOR TO HELP SCALE BUILDING AUDACITY'S, ON THE GROW PROGRAM.$100,000
BUILDING AUDACITY
75 ALLEN AVELYNNMA01902PCBUILDING AUDACITY'S THREE-YEAR GRANT SUPPORTS OVERALL FUNDRAISING AND THE HIRING THE STRATEGIC PARTNERSHIPS DIRECTOR TO HELP SCALE BUILDING AUDACITY'S, ON THE GROW PROGRAM.$25,000
CHICA PROJECT
1266 FURNACE BROOK PKWY SUITE 410QUINCYMA02169PCCHICA PROJECT'S THREE-YEAR GRANT SUPPORTS INCREASING THE STAFF CAPACITY NEEDED TO INCREASE THE NUMBER OF YOUNG UNDERSERVED LATINAS AND OTHER YOUNG WOMEN OF COLOR AND EXPAND THE PROGRAM TO OTHER COMMUNITIES.$100,000
COACHING FOR CHANGE
427 WINTHROP ST STE ATAUNTONMA02780PCCOACHING FOR CHANGE'S THREE-YEAR GRANT SUPPORTS THE HIRING OF A DIRECTOR OF DEVELOPMENT, THE IMPLEMENTATION OF A LEARNING MANAGEMENT SYSTEM AND SYSTEMS INTEGRATION THROUGHOUT THE GRANT PERIOD, C4C AIMS TO INCREASE FUNDRAISING REVENUE BY 50% AND IMPROVE ORGANIZATIONAL EFFICIENCY.$195,000
COLLEGE BOUND DORCHESTER
275 EAST COTTAGE STREETDORCHESTERMA02125PCCOLLEGE BOUND DORCHESTER'S THREE-YEAR GRANT WILL SUPPORT CREATING AND SUSTAINING THE UNCORNERED APPRENTICESHIP PROGRAM. THIS PROGRAM WILL RECRUIT AND TRAIN INDIVIDUALS WHO HAVE PARTICIPATED IN THE UNCORNERED PROGRAM TO BECOME PROFESSIONAL COMMUNITY-BASED MENTORS.$150,000
COMPANY ONE THEATRE
539 TREMONT STBOSTONMA02116PCMATCHING GRANT$25,000
CONSERVATION LAW FOUNDATION
62 SUMMER STREETBOSTONMA02110PCONE-YEAR GRANT TO SUPPORT GENERAL OPERATING.$5,000
DOC WAYNE YOUTH SERVICES
418 COMMONWEALTH AVENUEBOSTONMA02115PCDOC WAYNES THREE-YEAR GRANT SUPPORTS CONTINUING TO SOLIDIFY THE LAUNCH OF THE CHAMPIONS NETWORK, EMPOWERING POSITIVE YOUTH DEVELOPMENT PROFESSIONALS ACROSS COMMUNITIES WITH SKILLS TO SUPPORT THE MENTAL HEALTH OF YOUTH IN THEIR CARE.$80,000
EXPONENT PHILANTHROPY
1720 N ST NWWASHINGTONDC20036PCTWO-YEAR ANNUAL MEMBERSHIP DUES$1,630
FRIENDS OF THE CHILDREN BOSTON
184 DUDLEY STREET SUITE 100ROXBURYMA02119PCFRIENDS OF THE CHILDREN, BOSTON'S THREE-YEAR GRANT SUPPORTS INCREASING THEIR FUNDRAISING CAPACITY AND RESILIENCY, TO INCREASE FUNDRAISING BY 50% OVER THE NEXT FIVE YEARS. THROUGHOUT THE GRANT PERIOD, FRIENDS OF THE CHILDREN, BOSTON AIMS TO DOUBLE THE NUMBER OF YOUTH AND FAMILIES SERVED.$275,000
GROUNDWORKS SOMERVILLE
337 SOMERVILLE AVENUE 2BSOMERVILLEMA02143PCONE-YEAR GRANT TO SUPPORT GENERAL OPERATING.$5,000
HALE
80 CARBY STREETWESTWOODMA02090PCHALE'S THREE-YEAR, CAPACITY BUILDING GRANT SUPPORTS BUILDING HALES DIGITAL PRESENCE THROUGH A NEW WEBSITE, ACCESSIBLE APPLICATIONS, AND TARGETED COMMUNICATIONS.$70,000
LOUIS D BROWN PEACE INSTITUTE
15 CHRISTOPHER STREETDORCHESTERMA02122PCMATCHING GRANT$50,000
LOWELL PARKS AND CONSERVATION TRUST
PO BOX 7162LOWELLMA01852PCONE-YEAR GRANT TO SUPPORT GENERAL OPERATING.$5,000
MANOMET
125 MANOMET POINT ROADPLYMOUTHMA02360PCMANOMETS THREE-YEAR GRANT SUPPORTS EMBEDDING DEI INTO ITS EDUCATION AND OUTREACH WORK, AND TO DEVELOP A SUSTAINABLY FUNDED PIPELINE INTO CONSERVATION, SUSTAINABILITY, AND ORNITHOLOGY CAREERS FOR DIVERSE STUDENTS AND EARLY CAREER PROFESSIONALS.$190,000
MYSTIC RIVER WATERSHED ASSOCIATION
20 ACADEMY STREET SUITE 306ARLINGTONMA02476PCMYSTIC RIVER WATERSHED ASSOCIATION'S (MYRWA) THREE-YEAR GRANT SUPPORTS MYRWA TO BUILD A MORE ROBUST ANNUAL GIVING PROGRAM, AND TO PUT MYRWA IN A POSITION TO BE ABLE TO ARTICULATE THE IMPORTANCE OF THIS WORK FOR ALL OF ITS COMMUNITY MEMBERS.$75,000
MYSTIC RIVER WATERSHED ASSOCIATION
20 ACADEMY STREET SUITE 306ARLINGTONMA02476PCMATCHING GRANT$50,000
NATIONAL CENTER FOR FAMILY PHILANTHROPY
1667 K STREET NW SUITE 550WASHINGTONDC20006PCANNUAL MEMBERSHIP$2,500
ORIGINATION CULTURAL ARTS CENTER
3708 WASHINGTON STREETJAMAICA PLAINMA02130PCORIGINATION'S THREE-YEAR GRANT SUPPORTS HIRING DEVELOPMENT STAFF TO INCREASE FUNDRAISING AND MANAGE DEVELOPMENT EFFORTS.$75,000
PHILANTHROPY MASSACHUSETTS
133 FEDERAL STREET SUITE 802BOSTONMA02110PCANNUAL MEMBERSHIP$13,000
RESIST INC (BOSTON CLIMATE ACTION NETWORK)
PO BOX 301240BOSTONMA02130PCONE-YEAR GRANT TO SUPPORT GENERAL OPERATING.$5,000
SCIENCE CLUB FOR GIRLS
136 MAGAZINE STREET 2CAMBRIDGEMA02139PCONE-YEAR GRANT TO SUPPORT GENERAL OPERATING.$5,000
SILVER LINING MENTORING
727 ATLANTIC AVE 3BOSTONMA02111PCMATCHING GRANT$50,000
SILVER LINING MENTORING
727 ATLANTIC AVE 3BOSTONMA02111PCSILVER LINING MENTORINGS (SLM) THREE-YEAR GRANT SUPPORTS INCREASING ITS COMMUNICATIONS CAPACITY TO MEET THE MENTOR RECRUITMENT AND FUNDRAISING GOALS.$150,000
SOCIAL INNOVATION FORUM
2 OLIVER STREET SUITE 802BOSTONMA02109PCENVIRONMENTAL JUSTICE TRACK PARTNER$50,000
TECH GOES HOME
131 DARTMOUTH ST 3RD FLOORBOSTONMA02116PCTECH GOES HOME'S THREE-YEAR GRANT SUPPORTS EXPANSION OF THEIR DEVELOPMENT AND EARNED REVENUE TEAMS TO INCREASE FUNDRAISING AND EARNED REVENUE INCOME. THE GRANT WILL HELP TECH GOES HOME BUILD INTERNAL CAPACITY TO SUPPORT LONG-TERM EXPANSION AND DEEPEN THEIR IMPACT.$253,400
THE BOSTON FOUNDATION
75 ARLINGTON STREET 300BOSTONMA02166PCDISTRIBUTION FOR THE DEVONSHIRE FOUNDATION'S BOARD MEMBER DONOR ADVISORY ACCOUNT$47,754
THE LOOP LAB
872 MASSACHUSETTS AVECAMBRIDGEMA02139PCTHE LOOP LAB'S (TLL) THREE-YEAR, CAPACITY BUILDING GRANT SUPPORTS EXPANDING TLL'S INCOME EARNING PRODUCTION CAPACITY AND SIGNIFICANTLY ENHANCING DEVELOPMENT EFFORTS, ENABLING TLL TO INCREASE THE ANNUAL NUMBER OF MEDIA ARTS APPRENTICES THEY GRADUATE.$120,000
THIRD SECTOR NEW ENGLAND (MATTAPAN FOOD AND FITNESS)
1613 BLUE HILL AVEMATTAPANMA02126PCONE-YEAR GRANT TO MATTAPAN FOOD AND FITNESS TO SUPPORT GENERAL OPERATING.$5,000
TRUSTEES OF BOSTON UNIVERSITY DBA WBUR
890 COMMONWEALTH AVENUE 3RD FLOORBOSTONMA02215PCWBUR'S THREE-YEAR GRANT SUPPORTS BUILDING THE REPORTING CAPACITY OF EARTHWHILE, WBUR'S ENVIRONMENTAL JOURNALISM VERTICAL AND INCREASING EARTHWHILE'S AUDIENCE ENGAGEMENT THROUGH A NEWSLETTER AND EVENTS.$164,885
TUFTS UNIVERSITY
BALLOU HALLMEDFORDMA02155PCDISTRIBUTION FOR XANTHAKY MEMORIAL SCHOLARSHIP FUND$14,923
TUFTS UNIVERSITY
BALLOU HALLMEDFORDMA02155PCDISTRIBUTION FOR XANTHAKY MEMORIAL SCHOLARSHIP FUND$16,411
UNITED SOUTH END SETTLEMENTS
48 RUTLAND STREETBOSTONMA02118PCUNITED SOUTH END SETTLEMENTS' (USES) THREE-YEAR GRANT SUPPORTS USES'S FINANCIAL SUSTAINABILITY THROUGH IMPROVED FUNDRAISING AND EARNED REVENUE. THE GRANT SUPPORTS DEVELOPMENT STAFFING NEEDS, UPGRADING USES'S WEBSITE AND WORKING WITH A GOVERNMENT AFFAIRS AND RELATIONS CONSULTANT.$215,200
URBAN FARMING INSTITUTE
487 NORFOLK STMATTAPANMA02126PCONE-YEAR GRANT TO SUPPORT GENERAL OPERATING.$5,000
YOUNG MAN WITH A PLAN
885 RIVER STREETBOSTONMA02136PCONE-YEAR GRANT TO SUPPORT GENERAL OPERATING.$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,129,104TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,347,588ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$251,095RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,222,140ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,569,728ExclusionAmt
Related Or Exempt Function Incm$251,095RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,820,823TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number7LineNumberTxt
Relationship StatementINVESTMENT INCOME FROM PARTNERSHIP K-1SRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$9,020Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$9,020DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondINVESTMENTS - COPORATE BONDSBondNm
EOY Book Value$10,721,635EOYBookValueAmt
EOYFMV$11,807,759EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS - CORPORATE STOCKStockNm
EOY Book Value$17,829,170EOYBookValueAmt
EOYFMV$36,678,625EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescVENTURE CAPITAL PARTNERSHIPSDesc
BOY Book Value$5,482,445BOYBookValueAmt
EOY Book Value$5,156,960EOYBookValueAmt
EOYFMV$7,423,973EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTIMING DIFFERENCESDesc
Amt$332,778Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$500$0$500
BANK FEES$9$0$9
DEDUCTIONS FROM K-1S$94,168$94,168$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINCOME FROM PTP K-1SDesc
Revenue And Expenses Per Books$251,095RevenueAndExpensesPerBooksAmt
Net Investment Income$251,095NetInvestmentIncomeAmt
Adjusted Net Income$251,095AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$193,183$193,183$0
HOWLAND CAPITAL$441,880$0$441,880

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$146Amt
Net Investment Income$146NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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