TOM AND ELENA MATLACK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TOM AND ELENA MATLACK FOUNDATION (EIN 04-6915654)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202501359349103165
- Schema version
- 2024v5.1
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T12:11:32-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010825608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAIGLE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 176 FEDERAL STREET - 3RD FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046915654 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TOM & ELENA MATLACK CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MATL | BusinessNameControlTxt |
| Phone | 6179863001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TROVE PO BOX 962049 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02196 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS N MATLACK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6179863001 | PhoneNum |
| Signature | 2025-05-14 | 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 | MELISSA S PEIRCE | PreparerPersonNm |
| PTIN | P00493104 | PTIN |
| Phone | 6176193350 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $920,946 | 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 | $14,038 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,038 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $287,697 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $516,758 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $287,697 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $301,735 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $301,735 | 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 | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,685 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,244 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,441 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $58,516 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $58,516 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$13,768 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,297 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $289 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $85,433 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,057 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,730 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,273 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,273 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,706 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,057 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,003 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $182,029 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $219,678 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,417 | CashBOYAmt |
| Cash EOY | $148,273 | CashEOYAmt |
| Cash EOYFMV | $148,273 | CashEOYFMVAmt |
| Other Investments BOY | $709,804 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $780,135 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $768,831 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,842 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,842 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $750,221 | TotalAssetsBOYAmt |
| Total Assets EOY | $932,250 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $920,946 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,885,854 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,885,854 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,135,633 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$953,604 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $750,221 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $932,250 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $750,221 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $932,250 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $750,221 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $182,029 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $932,250 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $932,250 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $207,932 | $185,938 | $21,994 | $21,994 | |||
| FROM K-1 - BCOF SIDECAR | -$4,427 | -$4,427 | P | ||||
| INSTALLMENT SALE - AMERGENT CAPITAL LLC | $308,826 | $38,696 | $270,130 | $270,130 | P | 2017-01-06 | 2024-04-25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $287,697 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,054 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,054 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,054 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,204 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,204 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $150 | OverpaymentAmt |
| Applied To ES Tax | $150 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TROVE | IndividualWithBooksNm |
| Phone | 6177652100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 BROAD STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS M MATLACK | ||||||||
| 1 CHANNING ROAD | DEDHAM | MA | 02026 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELENA MATLACK | ||||||||
| 1 CHANNING ROAD | DEDHAM | MA | 02026 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $776,916 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $147,805 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $924,721 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $924,721 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,871 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $910,850 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,543 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,543 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,054 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,054 | TotalTaxAmt |
| Distributable Before Adj | $42,489 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,489 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,489 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,003 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $54,003 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,489 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,442 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,844 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,617 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $68,851 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,442 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $115,196 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $54,003 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,489 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,514 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $126,710 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $18,442 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $108,268 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,844 | ExcessFromYear4Amt |
| Excess From Year3 | $4,617 | ExcessFromYear3Amt |
| Excess From Year2 | $68,851 | ExcessFromYear2Amt |
| Excess From Year1 | $20,442 | ExcessFromYear1Amt |
| Excess From Current Year | $11,514 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS M MATLACK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOSTON ARTS ACADEMY FOUNDATION | ||||||
| 126 BROOKLINE AVE 3RD FLOOR | BOSTON | MA | 02215 | PC | PROVIDING HIGH-QUALITY ARTS EDUCATION THAT EMPOWERS AND INSPIRES THE NEXT GENERATION OF ARTISTS AND LEADERS. | $2,500 |
| BOYS & GIRLS CLUBS OF BOSTON | ||||||
| 200 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | PC | ENSURING THAT THOUSANDS OF YOUNG PEOPLE ACROSS BOSTON AND CHELSEA HAVE THE TOOLS AND OPPORTUNITIES NECESSARY TO REACH THEIR FULL POTENTIAL. | $10,000 |
| BREAST CANCER RESEARCH FOUNDATION | ||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | PC | ADVANCING THE MOST INNOVATIVE RESEARCH AIMED AT ENDING BREAST CANCER ONCE AND FOR ALL. | $1,000 |
| BROOKLINE FOOD PANTRY | ||||||
| 15 ST PAUL ST | BROOKLINE | MA | 02446 | PC | PROVIDING A CONSISTENT, DEPENDABLE SOURCE OF NUTRIOUS FOOD TO THE OVER 2000 HOUSEHOLDS SERVED EACH YEAR. | $500 |
| BROWN UNIVERSITY | ||||||
| PO BOX 1863 | PROVIDENCE | RI | 02912 | PC | SUPPORT FOR ATHLETICS PROGRAM - MEN'S CREW | $5,000 |
| EMERALD NECKLACE CONSERVATORY | ||||||
| 350 JAMAICAWAY | BOSTON | MA | 02130 | PC | RESTORING AND IMPROVING THE EMERALD NECKLACE PARKS. | $1,000 |
| FRIENDS OF DANA FARBER CANCER | ||||||
| 450 BROOKLINE AVENUE SW 120 | BOSTON | MA | 02215 | PC | SUPPORTING CANCER RESEARCH AND PATIENT CARE AT DANA-FARBER CANCER INSTITUTE. | $500 |
| MASS GENERAL HOSPITAL | ||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | PC | SUPPORT FOR MASS GENERAL FOR CHILDREN, A WORLD-CLASS PEDIATRIC HOSPITAL WITHIN A PREMIER ACADEMIC MEDICAL CENTER PROVIDING THE HIGHEST QUALITY FAMILY-CENTERED CARE TO CHILDREN BOTH LOCALLY AND GLOBALLY. THIS SUPPORT HELPS ENSURE THAT THEY ARE ABLE TO CONTINUE TO PROVIDE EXTRAORDINARY CARE TO PATIENTS AND THEIR FAMILIES; TO RECRUIT AND SUPPORT THE BEST PHYSICIANS; AND TO SPEED THE DEVELOPMENT OF NEW TECHNOLOGIES AND RESEARCH THAT CAN TRANSFORM CLINICAL CARE WORLDWIDE. | $10,000 |
| NEDSRA | ||||||
| 1770 W CENTENNIAL PLACE | ADDISON | IL | 601011076 | PC | DIRECT SERVICES FOR CHILDREN AND ADULTS WITH DISABILITIES THROUGH DIVERSE RECREATION OPPORTUNITIES AND COMMUNITY SERVICES. | $746 |
| PAN MASS CHALLENGE | ||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | PC | SUPPORTING THE INNOVATIVE WORK OF DOCTORS, NURSES, AND SCIENTISTS AT DANA-FARBER CANCER INSTITUTE AND THEIR SEARCH FOR CURES FOR CANCERS AND RELATED DISEASES. | $1,027 |
| RAISING A READER | ||||||
| 3 SCHOOL STREET 3RD FLOOR | BOSTON | MA | 02108 | PC | CLOSING THE LITERACY OPPORTUNITY GAP AMONG CHILDREN AGES BIRTH TO AGE SIX BY PROVIDING CRUCIAL RESOURCES AND HELPING FAMILIES DEVELOP AND PRACTICE SHARED HOME READING HABITS FOR A LIFETIME OF OPPORTUNITY. | $1,000 |
| ROSIE'S PLACE | ||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | PC | TURNING HOPE INTO HELP FOR POOR AND HOMELESS WOMEN, PROVIDING A PLACE TO GO WHEN THEY HAVE NOWHERE ELSE TO TURN. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,273 | 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 | $14,038 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $287,697 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $301,735 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $301,735 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF - ELECTION TO AMORTIZE BOND PREMIUM | FormAndLineReferenceDesc |
| Medium Explanation | TAXPAYER HEREBY ELECTS TO AMORTIZE BOND PREMIUM PURSUANT TO IRC SEC. 171(C)AND TREASURY REGULATION 1.171-4(A). | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| THELADDERS.COM | AT COST | $157,000 | $157,000 |
| BCOF SIDECAR | AT COST | $147,415 | $147,415 |
| AMERGENT CAPITAL LLC | AT COST | $11,304 | $0 |
| FIDELITY - 5978 | AT COST | $464,416 | $464,416 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| EOY Book Value | $3,842 | EOYBookValueAmt |
| EOYFMV | $3,842 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MASSACHUSETTS FILING FEES | $35 | $0 | $35 |
| BANK CHARGES | $287 | $287 | $0 |
| OTHER FEES | $254 | $0 | $254 |
| FROM K-1 - BCOF SIDECAR - PORTFOLIO DEDUCTIONS | $2,010 | $2,010 | $0 |
| BCOF SIDECAR - BOOK-TAX DIFFERENCES | -$4,424 | $0 | $0 |
| UNREALIZED APPRECIATION/DEPRECIATION - ML | -$15,429 | $0 | $0 |
| UNREALIZED APPRECIATION/DEPRECIATION -FIDELITY | $3,499 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FAMILY OFFICE SERVICES | $28,881 | $14,440 | $14,441 |
| INVESTMENT MANAGEMENT FEES | $1,804 | $1,804 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FROM 1099 - ML 3992 - FOREIGN TAXES | $80 | $80 | $0 |
| FROM 1099 - NFS - 5978 - FOREIGN TAXES | $90 | $90 | $0 |
| FROM SALE OF AMERGENT CAPITAL LLC | $58,346 | $58,346 | $0 |
Comments