JAMPART CHARITABLE TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JAMPART CHARITABLE TRUST (EIN 23-7009635)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-04
- IRS object ID
- 202433099349100028
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-04T12:00:40-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042689883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237009635 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMPART CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAMP | BusinessNameControlTxt |
| Phone | 6173382590 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO TPI 75 ARLINGTON STREET 710 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN HECHT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6173382590 | PhoneNum |
| Signature | 2024-10-31 | 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 | HILLARY BURR CPA | PreparerPersonNm |
| PTIN | P00910379 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2024-10-31 | 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 | $71,704,901 | 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 |
| Dividends Rev And Expnss | $296,741 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $296,741 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $923,994 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,188,113 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $923,994 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $439 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $439 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,221,174 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,221,174 | 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 | $13,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $155,290 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,401 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $125,889 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,003 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,694 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,370 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,324 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $179,987 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,774 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $141,213 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,181,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,181,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,360,987 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,774 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,322,213 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,139,813 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,187,400 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $659,166 | CashBOYAmt |
| Cash EOY | $781,592 | CashEOYAmt |
| Cash EOYFMV | $781,592 | CashEOYFMVAmt |
| Corporate Stock BOY | $57,938,103 | CorporateStockBOYAmt |
| Corporate Stock EOY | $63,878,289 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $63,878,289 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,673,163 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,887,394 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,887,394 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,351,413 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,157,626 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,157,626 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $66,621,845 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,704,901 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,704,901 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $66,621,845 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $71,704,901 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $66,621,845 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $71,704,901 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $66,621,845 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $71,704,901 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $66,621,845 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,139,813 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,222,869 | OtherIncreasesAmt |
| Subtotal | $71,704,901 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $71,704,901 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY #9512 | P | $2,188,066 | $1,223,478 | $964,588 | $964,588 |
| K-1 LTCG | P | $4,456 | -$4,456 | -$4,456 | |
| K-1 STCG | P | $47 | $47 | $47 | |
| ROPES #0237 | P | $73 | -$73 | -$73 | |
| POLARIS VENTURE PARTNERS III, LP | P | $35,720 | -$35,720 | -$35,720 | |
| K-1 QSBS EXCLUSION | P | $337 | -$337 | -$337 | |
| CHOATE #701311 | P | $55 | -$55 | -$55 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $923,994 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,505 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,505 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,505 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,911 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,911 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,406 | OverpaymentAmt |
| Applied To ES Tax | $7,406 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JONATHAN HECHT | IndividualWithBooksNm |
| Phone | 6173382590 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TPI 75 ARLINGTON STREET STE 710 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT E KASS | |||||||||
| C/O THE PHILANTHROPIC INITIATIVE 75 | ARLINGTON ST SUITE 710 | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES E KASS | |||||||||
| C/O THE PHILANTHROPIC INITIATIVE 75 | ARLINGTON ST SUITE 710 | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NANCY E KASS | |||||||||
| C/O THE PHILANTHROPIC INITIATIVE 75 | ARLINGTON ST SUITE 710 | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANNE HECHT | |||||||||
| C/O THE PHILANTHROPIC INITIATIVE 75 | ARLINGTON ST SUITE 710 | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JONATHAN HECHT | |||||||||
| C/O THE PHILANTHROPIC INITIATIVE 75 | ARLINGTON ST SUITE 710 | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| THOMAS D HECHT | |||||||||
| C/O THE PHILANTHROPIC INITIATIVE 75 | ARLINGTON ST SUITE 710 | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PETER M HECHT | |||||||||
| C/O THE PHILANTHROPIC INITIATIVE 75 | ARLINGTON ST SUITE 710 | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT M HECHT | |||||||||
| C/O THE PHILANTHROPIC INITIATIVE 75 | ARLINGTON ST SUITE 710 | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHILANTHROPIC INITIATIVE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 ARLINGTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADMINISTRATION FEE | ServiceTypeTxt |
| Compensation | $125,889 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $67,353,843 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,193,778 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,216,686 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $69,764,307 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $69,764,307 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,046,465 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $68,717,842 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,435,892 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,435,892 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,505 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,505 | TotalTaxAmt |
| Distributable Before Adj | $3,419,387 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,419,387 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,419,387 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,322,213 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,322,213 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,419,387 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,293,716 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,322,213 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,293,716 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,497 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,390,890 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CITIZEN SCIENCE LAB | ||||||||
| 1435 BEDFORD AVENUE SUITE 132A | PITTSBURGH | PA | 15228 | NOT RELATED | PC | CHARITABLE | $175,000 | |
| GEORGIA ALLIANCE EDUCATION FUND | ||||||||
| PO BOX 170495 | ATLANTA | GA | 30317 | NOT RELATED | PC | CHARITABLE | $100,000 | |
| LOCAL INITIATIVES SUPPORT CORP | ||||||||
| 28 LIBERTY STREET 34TH FLOOR | NEW YORK | NY | 10005 | NOT RELATED | PC | CHARITABLE | $200,000 | |
| MASSACHUSETTS CLIMATE ACTION NETWORK | ||||||||
| 36 BROOMFIELD ST SUITE 306 | BOSTON | MA | 02108 | NOT RELATED | PC | CHARITABLE | $60,000 | |
| PA ALLIANCE FOUNDATION | ||||||||
| 121 S BROAD ST STE 400 | PHILADELPHIA | PA | 19107 | NOT RELATED | PC | CHARITABLE | $100,000 | |
| STEM CODING LAB | ||||||||
| 800 VINIAL ST STE A200 | PITTSBURGH | PA | 15212 | NOT RELATED | PC | CHARITABLE | $75,000 | |
| THE BOSTON FOUNDATION | ||||||||
| 75 ARLINGTON STREET 3RD FLOOR | BOSTON | MA | 02116 | NOT RELATED | PC | CHARITABLE | $545,000 | |
| ALTERNATIVES FOR COMMUNITY AND ENVIRONMENT | ||||||||
| 2201 WASHINGTON STREE SUITE 302 | ROXBURY | MA | 02119 | NOT RELATED | PC | CHARITABLE | $75,000 | |
| AMALGAMATED CHARITABLE FOUNDATION | ||||||||
| 1825 K ST NW | WASHINGTON | DC | 20006 | NOT RELATED | PC | CHARITABLE | $125,000 | |
| AMERICAN JOURNALISM PROJECT | ||||||||
| 6218 GEORGIA AVE NW STE 1 - 599 | WASHINGTON | DC | 20011 | NOT RELATED | PC | CHARITABLE | $100,000 | |
| ASSEMBLE | ||||||||
| 4824 PENN AVE | PITTSBURGH | PA | 15224 | NOT RELATED | PC | CHARITABLE | $50,000 | |
| BALTIMORE COMMUNITY FOUNDATION | ||||||||
| 11 EAST MOUNT ROYAL AVENUE 2ND | BALTIMORE | MD | 21202 | NOT RELATED | PC | CHARITABLE | $50,000 | FLOOR |
| BALTIMORE COMMUNITY MEDIATION CENTER | ||||||||
| 3333 GREENMOUNT AVE | BALTIMORE | MD | 21218 | NOT RELATED | PC | CHARITABLE | $50,000 | |
| BALTIMORE SYMPHONY ORCHESTRA | ||||||||
| 1212 CATHEDRAL ST | BALTIMORE | MD | 21201 | NOT RELATED | PC | CHARITABLE | $50,000 | |
| BLACK GIRLS VOTE FOR HER INC | ||||||||
| 40 W CHESAPEAKE AVE STE 212 | TOWSON | MD | 21201 | NOT RELATED | PC | CHARITABLE | $5,000 | |
| BOSTON UNCORNERED | ||||||||
| 222 BOWDION STREET | DORCHESTER | MA | 02124 | NOT RELATED | PC | CHARITABLE | $50,000 | |
| CENTER FOR URBAN FAMILIES | ||||||||
| 2201 N MONROE ST | BALTIMORE | MD | 21217 | NOT RELATED | PC | CHARITABLE | $40,000 | |
| CODE IN THE SCHOOLS | ||||||||
| 21 E NORTH AVE | BALTIMORE | MD | 21202 | NOT RELATED | PC | CHARITABLE | $25,000 | |
| E4THEFUTURE | ||||||||
| 5 ASHBURY DRIVE | FRANKLIN | MA | 02038 | NOT RELATED | PC | CHARITABLE | $25,000 | |
| ENTREPRENEURSHIP FOR ALL | ||||||||
| 175 CABOT STREET SUITE 310 | LOWELL | MA | 01854 | NOT RELATED | PC | CHARITABLE | $30,000 | |
| FAMILY NURTURING CENTER OF MASSACHUSETTS | ||||||||
| 200 BOWDION STREET | DORCHESTER | MA | 02122 | NOT RELATED | PC | CHARITABLE | $25,000 | |
| FREEDOM READS | ||||||||
| 2666 STATE STREET SUITE 5A | HAMDEN | CT | 06517 | NOT RELATED | PC | CHARITABLE | $150,000 | |
| GOUCHER COLLEGE | ||||||||
| 1021 DULANEY VALLEY ROAD | BALTIMORE | MD | 21204 | NOT RELATED | PC | CHARITABLE | $85,000 | |
| GREEN ENERGY CONSUMERS ALLIANCE | ||||||||
| 284 AMORY STREET | BOSTON | MA | 02130 | NOT RELATED | PC | CHARITABLE | $25,000 | |
| LAWRENCE COMMUNITY WORKS | ||||||||
| 168 NEWBURY STREET | LAWRENCE | MA | 01841 | NOT RELATED | PC | CHARITABLE | $250,000 | |
| NEW VENTURE FUND | ||||||||
| 1828 L STREET NW SUITE 300A | WASHINGTON | DC | 20036 | NOT RELATED | PC | CHARITABLE | $200,000 | |
| NEWS REVENUE HUB | ||||||||
| 6322 LAKE SHORE DR | SAN DIEGO | CA | 92119 | NOT RELATED | PC | CHARITABLE | $100,000 | |
| RESIST INC | ||||||||
| PO BOX 301240 | BOSTON | MA | 02130 | NOT RELATED | PC | CHARITABLE | $100,000 | |
| SILVER LINING MENTORING INC | ||||||||
| PO BOX 541497 | WALTHAM | MA | 02454 | NOT RELATED | PC | CHARITABLE | $50,000 | |
| SOCIAL INNOVATION FORUM | ||||||||
| 2 OLIVER STREET STE 802 | BOSTON | MA | 02109 | NOT RELATED | PC | CHARITABLE | $130,000 | |
| YMCA OF GREATER PITTSBURGH | ||||||||
| 680 ANDERSON DR STE 400 | PITTSBURGH | PA | 15220 | NOT RELATED | PC | CHARITABLE | $86,000 | |
| YOUTH GUIDANCE | ||||||||
| 1 NORTH LASALLE STREET SUITE 900 | CHICAGO | IL | 60602 | NOT RELATED | PC | CHARITABLE | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,181,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $296,741 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $439 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $923,994 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,221,174 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,221,174 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $13,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHOATE - JCT FIXED INCOME | BondNm |
| EOY Book Value | $5,887,394 | EOYBookValueAmt |
| EOYFMV | $5,887,394 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY #9512 - EQUITY | $63,005,233 | $63,005,233 |
| CHOATE - JCT | $828,064 | $828,064 |
| CHOATE - JAMPART PLUS LLC | $44,992 | $44,992 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NEW ENTERPRISE ASSOCIATES 10 | FMV | $11,412 | $11,412 |
| NEW ENTERPRISE ASSOCIATES 11 | FMV | $13,472 | $13,472 |
| NEW ENTERPRISE ASSOCIATES 9 | FMV | $4,269 | $4,269 |
| NORTH BRIDGE VENTURE PARTNERS 7 | FMV | $210,711 | $210,711 |
| NORTH BRIDGE VENTURE PARTNERS IV-A | FMV | $7,608 | $7,608 |
| NORTH BRIDGE VENTURE PARTNERS V-A | FMV | $27,444 | $27,444 |
| NORTH BRIDGE VENTURE PARTNERS VI | FMV | $74,766 | $74,766 |
| POLARIS VENTURE PARTNERS ENTREPRENEURS FUND IV | FMV | $6,026 | $6,026 |
| POLARIS VENTURE PARTNERS ENTREPRENEURS FUND V | FMV | $168,671 | $168,671 |
| VENROCK ASSOCIATES VI | FMV | $547,080 | $547,080 |
| VENROCK ENTREPRENEURS FUND V | FMV | $29,930 | $29,930 |
| PRESIDENT'S FUND II | FMV | $15,702 | $15,702 |
| POSIT SCIENCE CORP | FMV | $38,128 | $38,128 |
| POSIT SCIENCE CORP PREFERRED SERIES A | FMV | $2,407 | $2,407 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| K-1 DEDUCTIONS | $4,370 | $4,370 | $0 |
| FILING FEES | $557 | $0 | $557 |
| K-1 CHARITABLE CONTRIBUTIONS | $1 | $0 | $1 |
| TRUSTEE REIMBURSEMENTS | $1,766 | $0 | $1,766 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 ORDINARY INCOME | $225 | $225 | $225 |
| K-1 OTHER INCOME | $214 | $214 | $214 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $7,222,869 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| THE PHILANTHROPIC INITIATIVE | $125,889 | $0 | $125,889 |
| MANAGEMENT FEES - CHOATE | $1,708 | $1,708 | $0 |
| MANAGEMENT FEES - ROPES | $27,693 | $27,693 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $3 | $3 | $0 |
| ESTIMATED TAX PAYMENTS | $5,000 | $0 | $0 |
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