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ONCE HERE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ONCE HERE FOUNDATION (EIN 81-7001052)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-18
- IRS object ID
- 202342309349100609
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-18T11:04:34-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042620388 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLES & BODOIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 SECOND AVENUE | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 817001052 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ONCE HERE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ONCE | BusinessNameControlTxt |
| Phone | 7814551400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 HIGHLAND STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARL BANDTEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7814551400 | PhoneNum |
| Signature | 2023-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KARL | PersonFirstNm |
| Person Last | BANDTEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK CONSTANCE CPA | PreparerPersonNm |
| PTIN | P00047999 | PTIN |
| Phone | 7814551400 | PhoneNum |
| Preparation | 2023-08-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $76,194,956 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,998,916 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $951,178 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $951,178 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1 | GrossRentsRevAndExpnssAmt |
| Net Rental Income Or Loss | $1 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $4,556,227 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,184,874 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,556,227 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,506,322 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,507,405 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $39,096 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,534 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $500 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,365 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $9,114 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,114 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,075 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,534 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,114 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,750,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,750,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,814,075 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,534 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,765,114 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,692,247 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,499,871 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,076,502 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,633,631 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,633,631 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $986,167 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,923,367 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,857,600 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,710,550 | CorporateStockBOYAmt |
| Corporate Stock EOY | $543,671 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,179,000 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,656,237 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $991,486 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $976,917 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $13,618,735 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,306,903 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $62,558,173 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,000,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,365 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $2,989,635 | LandEOYAmt |
| Land EOYFMV | $2,989,635 | LandEOYFMVAmt |
| Total Assets BOY | $33,048,191 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,388,693 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $76,194,956 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $33,048,191 | RetainedEarningBOYAmt |
| Retained Earning EOY | $40,388,693 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,048,191 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,388,693 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,048,191 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,388,693 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,048,191 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,692,247 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $44,740,438 | SubtotalAmt |
| Other Decreases | $4,351,745 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,388,693 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| CENTENNIAL RESOURCE DEV INC | D | $448,077 | $130,318 | $317,759 | $317,759 | ||
| VIPER ENERGY PARTNERS | D | $4,331,141 | $1,196,392 | $3,134,749 | $3,134,749 | ||
| ISHARES CHINA LARGE CAP | P | $1,703,461 | $1,349,816 | $353,645 | $353,645 | 2022-03-15 | 2022-06-28 |
| PIONEER NAT RES CO NOTE | P | $500,000 | $481,925 | $18,075 | $18,075 | 2020-03-30 | 2022-07-15 |
| PIONEER NATURAL RESOURCES | D | $993,195 | $289,413 | $703,782 | $703,782 | 2020-03-17 | 2022-01-06 |
| RANGE RES CORP NOTE | P | $209,000 | $180,783 | $28,217 | $28,217 | 2019-10-10 | 2022-12-15 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,556,227 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $76,448 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $76,448 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $76,448 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $70,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $96,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19,552 | OverpaymentAmt |
| Applied To ES Tax | $19,552 | 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 | KARL BANDTEL | IndividualWithBooksNm |
| Phone | 7814551400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 HIGHLAND STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| KARL BANDTEL | ||||||||
| 17 HIGHLAND STREET | CAMBRIDGE | MA | 02138 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| FARLEY URMSTON | ||||||||
| 17 HIGHLAND STREET | CAMBRIDGE | MA | 02138 | 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 | $32,905,889 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,257,414 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,163,303 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,163,303 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $647,450 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,515,853 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,125,793 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,125,793 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $76,448 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $76,448 | TotalTaxAmt |
| Distributable Before Adj | $2,049,345 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,049,345 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,049,345 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,765,114 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,765,114 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,049,345 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $88,912 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,765,114 | QualifyingDistributionsAmt |
| Applied To Year1 | $88,912 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,676,202 | 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 | $373,143 | 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) |
|---|---|---|
| Contributing Manager | KARL BANDTEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CALLING ALL CROWS | |||||||
| PO BOX 740024 | ARVADA | CO | 80006 | NONE | PUBLIC CHARITY | CHARITABLE | $100,000 |
| CAMP JABBERWOCKY | |||||||
| PO BOX 1357 | VINEYARD HAVEN | MA | 02568 | NONE | PUBLIC CHARITY | CHARITABLE | $100,000 |
| CONCORD PRISON OUTREACH | |||||||
| 100 MAIN STREET STE 130 | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | CHARITABLE | $100,000 |
| CURIOUS LEARNING | |||||||
| 27 POND STREET | AMESBURY | MA | 01913 | NONE | PUBLIC CHARITY | CHARITABLE | $75,000 |
| CAMP HALE | |||||||
| 48 RUTLAND STREET | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | CHARITABLE | $100,000 |
| FIDELITY CHARITABLE | |||||||
| PO BOX 770001 | CINCINATTI | OH | 45277 | RELATIONSHIP | PC | CHARITABLE | $200,000 |
| FRIENDS OF MATENWA | |||||||
| 91 ABERDEEN AVENUE | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | CHARITABLE | $100,000 |
| HARVARD DIVINITY SCHOOL | |||||||
| 45 FRANCIS AVE | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | CHARITABLE | $225,000 |
| LOUIS D BROWN PEACE INSTITUTE | |||||||
| 15 CHRISTOPHER STREET | DORCHESTER | MA | 02122 | NONE | PUBLIC CHARITY | CHARITABLE | $100,000 |
| LOVELANE | |||||||
| 40 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | CHARITABLE | $75,000 |
| MASS GENERAL HOSPITAL | |||||||
| 125 NASHUA STREET STE 540 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | CHARITABLE | $300,000 |
| MCLEAN HOSPITAL | |||||||
| 115 MILL STREET | BELMONT | MA | 02478 | NONE | PUBLIC CHARITY | CHARITABLE | $75,000 |
| MOTHERS FOR JUSTICE AND EQUALITY | |||||||
| 2201 WASHINGTON STREET | BOSTON | MA | 02119 | NONE | PUBLIC CHARITY | CHARITABLE | $100,000 |
| SHOOTING TOUCH | |||||||
| 65 SPRAGUE STREET 2ND FLOOR | HYDE PARK | MA | 02136 | NONE | PUBLIC CHARITY | CHARITABLE | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,750,000 | 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 | $951,178 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $1 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,556,227 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,507,405 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,507,406 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| KARL BANDTEL | |||||||
| 1 | 17 HIGHLAND ST | CAMBRIDGE | MA | 02138 | $4,506,000 | Yes (X) | |
| KARL BANDTEL | |||||||
| 2 | 17 HIGHLAND ST | CAMBRIDGE | MA | 02138 | $3,000,000 | Yes (X) | |
| KARL BANDTEL | |||||||
| 3 | 17 HIGHLAND ST | CAMBRIDGE | MA | 02138 | $452,240 | Yes (X) | |
| KARL BANDTEL | |||||||
| 4 | 17 HIGHLAND ST | CAMBRIDGE | MA | 02138 | $40,676 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 150000 SHS VIPER ENERGY PARTNERS | $4,506,000 | 2022-03-04 |
| 2 | REAL ESTATE-362 BROADWAY, CAMBRIDGE, MA | $3,000,000 | 2022-10-18 |
| 3 | 55084 CENTENNIAL RESOURCE DEV | $452,240 | 2022-02-14 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | LifeLifeRt |
|---|---|---|---|---|---|---|
| LAND | 2022-10-18 | $1,062,683 | L | $0 | $0 | |
| BUILDING AND IMPROVEMENTS | 2022-10-18 | $1,937,317 | SL | $10,365 | $0 | 39.000000000000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CANADIAN NAT RES LTD | $342,988 | $298,962 |
| CROWN AMERS LLC NOTE | $38,511 | $40,050 |
| MARRIOTT INTL INC NEW SER CC NOTE | $455,345 | $489,985 |
| BOEING CO NOTE | $154,642 | $147,920 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VIPER ENERGY PARTNERS LP | StockNm |
| EOY Book Value | $543,671 | EOYBookValueAmt |
| EOYFMV | $3,179,000 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,923,367 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,857,600 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY TOTAL MARKET INDEX INSTITUTIONAL CLASS | AT COST | $5,813,896 | $9,015,928 |
| FIDELITY U.S. BOND INDEX INSTITUTIONAL | AT COST | $5,339,313 | $4,828,504 |
| VANGUARD SCOTTSDALE SHORT TERM TREASURY | AT COST | $3,544,243 | $34,692,000 |
| ALTA MESSA HOLDINGS LP/GCB ALTA MESA | AT COST | $41,955 | $41,955 |
| VULCAN MATLS CO NOTE | AT COST | $484,040 | $436,086 |
| VANGUARD SPECIALIZED FUNDS | AT COST | $1,871,749 | $2,277,750 |
| VANGUARD SCOTTSDALE LONG TERM | AT COST | $1,839,614 | $1,514,200 |
| VANGUARD BOND INDEX FDS TOTAL BND | AT COST | $5,279,282 | $5,028,800 |
| VANGUARD WHITEHALL FDS INTL | AT COST | $3,077,604 | $2,785,200 |
| VANGUARD INTERMEDIATE TERM | AT COST | $2,015,207 | $1,937,750 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $1,062,683 | $0 | $1,062,683 |
| BUILDING AND IMPROVEMENTS | $1,937,317 | $10,365 | $1,926,952 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $4,351,745 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $9,114 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,114 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE | $31,062 | $0 | $0 |
| FILING FEES | $500 | $0 | $500 |
| FOREIGN TAXES | $7,534 | $7,534 | $0 |