FIDUCIARY CHARITABLE FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FIDUCIARY CHARITABLE FOUNDATION (EIN 04-6649138)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-10
- IRS object ID
- 202342839349301114
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-10T15:34:39-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046649138 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | DBA FIDUCIARY TRUST CHARITABLE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIDU | BusinessNameControlTxt |
| Phone | 6172926766 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO FIDUCIARY TRUST CO PO BOX 558 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022055806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY MCCANN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172926766 | PhoneNum |
| Signature | 2023-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EMILY | PersonFirstNm |
| Person Last | MCCANN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 000001485 | SSN |
| 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 | HARRY A KALAJIAN JR CPA | PreparerPersonNm |
| PTIN | P00464296 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2023-10-10 | 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 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY TRUST CHARITABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TODD ECKLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FIDUCIARY TRUST CO PO BOX 55806 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022055806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $83,108,620 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FTCHARITABLE.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | CHARITABLE TRUST ORGANIZED TO FACILITATE CHARITABLE GIVING BY 1) ACCEPTING MARKETABLE SECURITIES, LIQUIDATING THE ASSET AND DISPENSING THE PROCEEDS TO VARIOUS DESIGNATED CHARITIES, AND 2) SPONSORING AND ADMINISTERING DONOR ADVISED FUNDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $98,480,646 | PYContributionsGrantsAmt |
| CY Contributions Grants | $53,108,937 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,092,888 | PYInvestmentIncomeAmt |
| CY Investment Income | -$16,666,137 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $103,573,534 | PYTotalRevenueAmt |
| CY Total Revenue | $36,442,800 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,958,094 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $28,504,460 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $80,715 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $86,311 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $231,795 | PYOtherExpensesAmt |
| CY Other Expenses | $736,370 | CYOtherExpensesAmt |
| PY Total Expenses | $7,270,604 | PYTotalExpensesAmt |
| CY Total Expenses | $29,327,141 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $96,302,930 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,115,659 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $117,480,981 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,277,256 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $117,480,981 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $115,277,256 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CHARITABLE TRUST ORGANIZED TO FACILITATE CHARITABLE GIVING BY 1) ACCEPTING MARKETABLE SECURITIES, LIQUIDATING THE ASSET AND DISPENSING THE PROCEEDS TO VARIOUS DESIGNATED CHARITIES, AND 2) SPONSORING AND ADMINISTERING DONOR ADVISED FUNDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,430,526 | ExpenseAmt |
| Grant | $2,363,605 | GrantAmt |
| Desc | THE ORGANIZATION FACILITATES CHARITABLE GIVING BY ACCEPTING MARKETABLE SECURITIES, LIQUIDATING THE ASSET AND DISPENSING THE PROCEEDS AS GRANTS TO VARIOUS 501(C)(3) CHARITABLE ORGANIZATIONS PER THE DONOR'S INSTRUCTIONS INCLUDED WITH THE GIFT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $26,140,855 | ExpenseAmt |
| Grant | $26,140,855 | GrantAmt |
| Desc | THE FOUNDATION FACILITATES CHARITABLE GIVING BY SPONSORING AND ADMINISTERING DONOR ADVISED FUNDS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $28,571,381 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174825270 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| PETER BROWN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EMILY MCCANN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG MARSHALL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TODD ECKLER | ||||||
| PRESIDENT/EXECUTIVE DIRECT | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ADAM THOMPSON | ||||||
| CFO | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $53,108,937 | AllOtherContributionsAmt |
| Noncash Contributions | $36,059,482 | NoncashContributionsAmt |
| Total Contributions | $53,108,937 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,391,868 | TotalRevenueColumnAmt |
| Exclusion | $1,391,868 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,607,815 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $46,665,820 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$18,058,005 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$18,058,005 | TotalRevenueColumnAmt |
| Exclusion | -$18,058,005 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,442,800 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$16,666,137 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,504,460 | TotalAmt |
| Program Services | $28,504,460 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,311 | TotalAmt |
| Program Services | $60,671 | ProgramServicesAmt |
| Management And General | $25,640 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $509,118 | TotalAmt |
| Management And General | $509,118 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,765 | TotalAmt |
| Management And General | $171,765 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,500 | TotalAmt |
| Program Services | $6,250 | ProgramServicesAmt |
| Management And General | $6,250 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUST EXPENSES | Desc |
| Total | $42,987 | TotalAmt |
| Management And General | $42,987 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,327,141 | TotalAmt |
| Program Services | $28,571,381 | ProgramServicesAmt |
| Management And General | $755,760 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,421 | BOYAmt |
| EOY | $56,712 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,581,914 | BOYAmt |
| EOY | $18,694,792 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,833,646 | BOYAmt |
| EOY | $96,525,752 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,480,981 | BOYAmt |
| EOY | $115,277,256 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,825,506 | BOYAmt |
| EOY | $114,865,372 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $655,475 | BOYAmt |
| EOY | $411,884 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,480,981 | BOYAmt |
| EOY | $115,277,256 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,480,981 | BOYAmt |
| EOY | $115,277,256 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,115,659 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$9,418,195 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $98,811 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,007,231 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,973,430 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,220,441 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,290,780 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,108,937 | CurrentTaxYearAmt |
| Total | $103,600,819 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,007,231 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,973,430 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,220,441 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,290,780 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,108,937 | CurrentTaxYearAmt |
| Total | $103,600,819 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $47,074,149 | SubstantialContributorsTotAmt |
| Public Support Total170 | $56,526,670 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,567 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $134,874 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $157,644 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $308,394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,391,868 | CurrentTaxYearAmt |
| Total | $2,085,347 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $105,686,166 | TotalSupportAmt |
| Public Support CY170 | 0.53490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54880 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 51 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $50,729,029 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $26,140,855 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $115,220,543 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $26,614,298 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$9,418,195 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $98,811 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$9,319,384 | RevenueNotReportedAmt |
| Revenue Subtotal | $35,933,682 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $509,118 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $509,118 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,442,800 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $28,818,023 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,818,023 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $509,118 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $509,118 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $29,327,141 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION DOES NOT PROVIDE FOR FEDERAL OR STATE INCOME TAXES AS IT HAS RECEIVED A TAX DETERMINATION FROM THE IRS CLASSIFYING IT AS A PUBLIC CHARITY EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION FOLLOWS THE ACCOUNTING GUIDANCE REGARDING THE RECOGNITION, MEASUREMENT, PRESENTATION AND DISCLOSURE OF UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS. TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS, INCLUDING THE POSITION THAT THE FOUNDATION QUALIFIES AS A TAX EXEMPT ENTITY, ARE REQUIRED TO BE EVALUATED TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITIES. TAX POSITIONS NOT DEEMED TO MEET A MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED IN THE FINANCIAL STATEMENTS. THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ACCRUAL OR DISCLOSURE AT DECEMBER 31, 2022 AND 2021. NO INCOME TAX RELATED INTEREST OR PENALTIES WERE INCURRED IN 2022 OR 2021. THE FOUNDATION'S FEDERAL AND STATE TAX FILINGS ARE SUBJECT TO REVIEW AND AUDIT BY TAXING AUTHORITIES FOR THE YEARS ENDED DECEMBER 31, 2019 THROUGH 2022. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (113 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| 826 BOSTON | ||||||||
| 3035 WASHINGTON ST | ROXBURY | MA | 021191227 | 208065915 | 501(C)(3) | $31,500 | $0 | DONATIONS |
| AMERICAN RIVERS INC | ||||||||
| 1101 14TH STREET NW1400 | WASHINGTON | DC | 200055601 | 237305963 | 501(C)(3) | $13,000 | $0 | DONATIONS |
| APPALACHIAN MOUNTAIN CLUB | ||||||||
| 10 CITY SQUARE | CHARLESTOWN | MA | 021293740 | 046001677 | 501(C)(3) | $11,000 | $0 | DONATIONS |
| ASSOCIATION TO PRESERVE CAPE COD INC | ||||||||
| 482 MAIN ST | DENNIS | MA | 026381947 | 042462788 | 501(C)(3) | $25,000 | $0 | DONATIONS |
| BARD COLLEGE | ||||||||
| 30 CAMPUS RD | ANNANDALE | NY | 125049800 | 141713034 | 501(C)(3) | $20,000 | $0 | DONATIONS |
| BOSTON ARTS ACADEMY FOUNDATION INC | ||||||||
| 45 TEMPLE PLACE 4TH FLOOR | BOSTON | MA | 021111305 | 043454898 | 501(C)(3) | $11,000 | $0 | DONATIONS |
| BOSTON FOUNDATION INC | ||||||||
| 75 ARLINGTON STREET | BOSTON | MA | 021163936 | 042104021 | 501(C)(3) | $26,000 | $0 | DONATIONS |
| BOURNE CONSERVATION TRUST | ||||||||
| PO BOX 457 | CATAUMET | MA | 025340457 | 042767827 | 501(C)(3) | $30,000 | $0 | DONATIONS |
| BROOKLINE COMMUNITY MENTAL HEALTH | ||||||||
| 41 GARRISON RD | BROOKLINE | MA | 024454445 | 042263744 | 501(C)(3) | $8,000 | $0 | DONATIONS |
| BROOKLINE HIGH SCHOOL 21ST CENTURY FUND INC | ||||||||
| 115 GREENOUGH ST | BROOKLINE | MA | 024456151 | 043402735 | 501(C)(3) | $12,000 | $0 | DONATIONS |
| BUZZARDS BAY COALITION INC | ||||||||
| 114 FRONT ST | NEW BEDFORD | MA | 027407264 | 042971978 | 501(C)(3) | $32,000 | $0 | DONATIONS |
| CARITAS COMMUNITIES INC | ||||||||
| 25 BRAINTREE HILL OFFICE PARK SUITE | BRAINTREE | MA | 021848702 | 042875899 | 501(C)(3) | $25,000 | $0 | DONATIONS |
| CENTER FOR COUNTERING DIGITAL HATE | ||||||||
| 1250 CONNECTICUT AVE NW STE 70 | WASHINGTON | DC | 200362603 | 862006080 | 501(C)(3) | $10,000 | $0 | DONATIONS |
| CHABAD LUBAVITCH OF PEABODY INC | ||||||||
| PO BOX 2154 | PEABODY | MA | 019607154 | 270067005 | 501(C)(3) | $20,000 | $0 | DONATIONS |
| CHABAD LUBAVITCH OF THE NORTH SHORE | ||||||||
| 44 BURRILL ST | SWAMPSCOTT | MA | 019071903 | 043161581 | 501(C)(3) | $36,000 | $0 | DONATIONS |
| CHARITYWATER | ||||||||
| PO BOX 5026 | HAGERSTOWN | MD | 217415026 | 223936753 | 501(C)(3) | $30,000 | $0 | DONATIONS |
| CHENGETA WILDLIFE USA | ||||||||
| 8235 RIDGEFIELD AVE NE | OLYMPIA | WA | 985166651 | 465485977 | 501(C)(3) | $40,000 | $0 | DONATIONS |
| CLIMATE CHANGE ACTION BROOKLINE | ||||||||
| PO BOX 1743 | BROOKLINE | MA | 02446 | 452923541 | 501(C)(3) | $5,500 | $0 | DONATIONS |
| COMMUNITIES FOR RESTORATIVE JUSTICE | ||||||||
| PO BOX 961074 | CONCORD | MA | 021961074 | 451220191 | 501(C)(3) | $6,000 | $0 | DONATIONS |
| CONCORD LAND CONSERVATION TRUST | ||||||||
| PO BOX 141 | CONCORD | MA | 017420141 | 046113618 | 501(C)(3) | $25,000 | $0 | DONATIONS |
| CONG SHIRAT HA YAM | ||||||||
| PO BOX 1145 | NANTUCKET | MA | 025541145 | 042932250 | 501(C)(3) | $18,500 | $0 | DONATIONS |
| CONGREGATION AGUDAS SHOLOM OF CHELSEA | ||||||||
| PO BOX 265 | CHELSEA | MA | 021500000 | 042217582 | 501(C)(3) | $12,000 | $0 | DONATIONS |
| DANA HALL SCHOOL | ||||||||
| PO BOX 9010 | WELLESLEY | MA | 024829010 | 042103562 | 501(C)(3) | $37,000 | $0 | DONATIONS |
| DERBY ACADEMY TRUSTEES | ||||||||
| 56 BURDITT AVENUE | HINGHAM | MA | 02043 | 042137227 | 501(C)(3) | $10,000 | $0 | DONATIONS |
| DEXTER SOUTHFIELD INC | ||||||||
| 20 NEWTON ST | BROOKLINE | MA | 024457407 | 042104152 | 501(C)(3) | $10,000 | $0 | DONATIONS |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | 133433452 | 501(C)(3) | $12,250 | $0 | DONATIONS |
| DOMESTIC VIOLENCE SERVICES NETWORK INC | ||||||||
| PO BOX 536 | CONCORD | MA | 017420536 | 043519394 | 501(C)(3) | $20,000 | $0 | DONATIONS |
| EARTH JUSTICE MINISTRIES | ||||||||
| 11328 RED DOG RD | NEVADA CITY | CA | 959599507 | 770430936 | 501(C)(3) | $10,000 | $0 | DONATIONS |
| EFORALL | ||||||||
| 175 CABOT ST SUITE 310 | LOWELL | MA | 018543635 | 471858182 | 501(C)(3) | $1,000,000 | $0 | DONATIONS |
| EKAL VIDYALAYA FOUNDATION OF USA INC | ||||||||
| PO BOX 821369 | HOUSTON | TX | 772821369 | 770554248 | 501(C)(3) | $12,500 | $0 | DONATIONS |
| EMERALD NECKLACE CONSERVANCY INC | ||||||||
| 125 THE FENWAY | BOSTON | MA | 021153700 | 043414988 | 501(C)(3) | $101,450 | $0 | DONATIONS |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | ||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 100107304 | 116107128 | 501(C)(3) | $50,000 | $0 | DONATIONS |
| EPIPHANY SCHOOL | ||||||||
| 154 CENTRE ST | DORCHESTER | MA | 02124 | 043391788 | 501(C)(3) | $7,500 | $0 | DONATIONS |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 361042538 | 631135091 | 501(C)(3) | $25,250 | $0 | DONATIONS |
| ESSEX COUNTY GREENBELT ASSOCATION | ||||||||
| 82 EASTERN AVE | ESSEX | MA | 019291329 | 042664297 | 501(C)(3) | $41,000 | $0 | DONATIONS |
| FAIR VOTE | ||||||||
| 550 VANDALIA ST 203 | STPAUL | MN | 55114 | 010911420 | 501(C)(3) | $15,000 | $0 | DONATIONS |
| FAMILY OPTION PROGRAM INC | ||||||||
| PO BOX 9315 | NEWARK | DE | 197149315 | 510302876 | 501(C)(3) | $10,000 | $0 | DONATIONS |
| FIRST NATIONS DEVELOPMENT INSTITUTE | ||||||||
| 2432 MAIN STREET FLOOR 2 | LONGMONT | CO | 805011101 | 541254491 | 501(C)(3) | $85,400 | $0 | DONATIONS |
| FLORENCE GRISWOLD MUSEUM INC | ||||||||
| 96 LYME ST | OLD LYME | CT | 063711426 | 066062157 | 501(C)(3) | $115,000 | $0 | DONATIONS |
| FRANCESTOWN LAND TRUST INC | ||||||||
| PO BOX 132 | FRANCESTOWN | NH | 030430132 | 020410827 | 501(C)(3) | $32,862 | $0 | DONATIONS |
| FREE PRESS | ||||||||
| PO BOX 60238 | FLORENCE | MA | 01062 | 412106721 | 501(C)(3) | $100,000 | $0 | DONATIONS |
| FRIENDS OF THAI DAUGHTERS INC | ||||||||
| 59 KIMBALLTOWN RD | TREVETT | ME | 045713133 | 593823613 | 501(C)(3) | $20,000 | $0 | DONATIONS |
| GLOBALGIVING | ||||||||
| 1 THOMAS CIR NW STE 800 | WASHINGTON | DC | 200055825 | 300108263 | 501(C)(3) | $10,000 | $0 | DONATIONS |
| GO CONSCIOUS EARTH | ||||||||
| 1000 WILLBEA RD | DURHAM | NC | 277058583 | 455156904 | 501(C)(3) | $10,000 | $0 | DONATIONS |
| GREATER BOSTON FOOD BANK | ||||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | 042717782 | 501(C)(3) | $15,250 | $0 | DONATIONS |
| GROTON SCHOOL | ||||||||
| 282 FARMERS ROW | GROTON | MA | 014501848 | 042104265 | 501(C)(3) | $27,500 | $0 | DONATIONS |
| HUNTINGTON THEATRE COMPANY INC | ||||||||
| 264 HUNTINGTON AVE | BOSTON | MA | 021154606 | 222659560 | 501(C)(3) | $65,000 | $0 | DONATIONS |
| INTEGRITY FIRST FOR AMERICA | ||||||||
| PO BOX 1831 | NEW YORK | NY | 10156 | 821110585 | 501(C)(3) | $15,000 | $0 | DONATIONS |
| INTERNATIONAL AFRICAN-AMERICAN MUSEUM | ||||||||
| 14 WHARFSIDE ST | CHARLESTON | SC | 29401 | 203398254 | 501(C)(3) | $10,000 | $0 | DONATIONS |
| JAMES D STCLAIR COURT PUBLIC EDUCATION | ||||||||
| 1 COURTHOUSE WAY | BOSTON | MA | 02210 | 043580231 | 501(C)(3) | $10,000 | $0 | DONATIONS |
| LOBERO THEATRE FOUNDATION | ||||||||
| 33 E CANON PERDIDO ST | SANTA BARBARA | CA | 931012213 | 951831068 | 501(C)(3) | $6,500 | $0 | DONATIONS |
| MAPLIGHT | ||||||||
| 2223 SHATTUCK AVE | BERKELEY | CA | 947041415 | 331094233 | 501(C)(3) | $10,000 | $0 | DONATIONS |
| MARTHAS VINEYARD COMMUNITY SERVICES INC | ||||||||
| 111 EDGARTOWN RD | VINEYARD HVN | MA | 025685699 | 042301598 | 501(C)(3) | $200,000 | $0 | DONATIONS |
| MASS GENERAL BRIGHAM | ||||||||
| 399 REVOLUTION DRIVE SUITE 615 | SOMERVILLE | MA | 021451574 | 043230035 | 501(C)(3) | $103,500 | $0 | DONATIONS |
| MASSACHUSETTS AUDUBON SOCIETY INC | ||||||||
| 208 S GREAT RD | LINCOLN | MA | 017734816 | 042104702 | 501(C)(3) | $11,000 | $0 | DONATIONS |
| MGH | ||||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 021141101 | 041564655 | 501(C)(3) | $150,000 | $0 | DONATIONS |
| MUSEUM OF FINE ARTS | ||||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 021155523 | 042103607 | 501(C)(3) | $7,000 | $0 | DONATIONS |
| MUSEUM OF SCIENCE | ||||||||
| 1 SCIENCE PARK | BOSTON | MA | 021141000 | 042103916 | 501(C)(3) | $28,000 | $0 | DONATIONS |
| NAFI CONNECTICUT INC | ||||||||
| 20 BATTERSON PARK ROAD NO 300 | FARMINGTON | CT | 06032 | 900059160 | 501(C)(3) | $10,000 | $0 | DONATIONS |
| NEW BALLET ENSEMBLE INC | ||||||||
| 2157 YORK AVE | MEMPHIS | TN | 381045545 | 621866526 | 501(C)(3) | $20,000 | $0 | DONATIONS |
| NORTH SHORE JEWISH PRESS LTD | ||||||||
| 27 CONGRESS ST STE 501 | SALEM | MA | 019705577 | 042607196 | 501(C)(3) | $35,000 | $0 | DONATIONS |
| NOT FOR SALE FUND | ||||||||
| 1930 VILLAGE CENTER CIRCLE 3-19535 | LAS VEGAS | NV | 89134 | 205659783 | 501(C)(3) | $15,000 | $0 | DONATIONS |
| OCEAN CONSERVANCY | ||||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON DC | DC | 200361609 | 237245152 | 501(C)(3) | $35,000 | $0 | DONATIONS |
| ONE HEALTH ORGANIZATION | ||||||||
| 27600 CHAGRIN BLVD STE 400 | WOODMERE | OH | 441224449 | 300516947 | 501(C)(3) | $136,500 | $0 | DONATIONS |
| ONE WORLD WOMENS HEALTH INC | ||||||||
| 71 LITTLE SILVER PKWY | LITTLE SILVER | NJ | 077391118 | 455147080 | 501(C)(3) | $25,000 | $0 | DONATIONS |
| OPEN TABLE | ||||||||
| PO BOX 425486 | CONCORD | MA | 01742 | 043048933 | 501(C)(3) | $10,000 | $0 | DONATIONS |
| OUR SISTERS SCHOOL INC | ||||||||
| 145 BROWNELL AVE | NEW BEDFORD | MA | 027401654 | 260367118 | 501(C)(3) | $11,000 | $0 | DONATIONS |
| OXFAM AMERICA | ||||||||
| 226 CAUSEWAY STREET 5TH FLOOR | BOSTON | MA | 02110 | 201971032 | 501(C)(3) | $10,000 | $0 | DONATIONS |
| PAN MASS CHALLENGE INC | ||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | 042746912 | 501(C)(3) | $8,500 | $0 | DONATIONS |
| PARENTS FOR PEACE | ||||||||
| PO BOX 470658 | BROOKLINE | MA | 02447 | 474142897 | 501(C)(3) | $30,000 | $0 | DONATIONS |
| PARTNERS IN HEALTH | ||||||||
| 150 STATE STREET | BREWER | ME | 04412 | 010471949 | 501(C)(3) | $7,000 | $0 | DONATIONS |
| PATHWAYS EARLY EDUCATION CENTER OF IMMOKALEE INC | ||||||||
| 415 COLORADO AVE | IMMOKALEE | FL | 341424034 | 591209842 | 501(C)(3) | $10,000 | $0 | DONATIONS |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC | ||||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 022151001 | 042698497 | 501(C)(3) | $19,500 | $0 | DONATIONS |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 600 ATLANTIC AVENUE FL 13 | BOSTON | MA | 02210 | 046558864 | 501(C)(3) | $52,500 | $0 | DONATIONS |
| PROJECT BREAD | ||||||||
| 145 BORDER ST | EAST BOSTON | MA | 021281903 | 042931195 | 501(C)(3) | $11,000 | $0 | DONATIONS |
| PUPPET SHOWPLACE INC | ||||||||
| 32 STATION ST | BROOKLINE | MA | 024457938 | 042546402 | 501(C)(3) | $7,500 | $0 | DONATIONS |
| ROCKY MOUNTAIN INSTITUTE | ||||||||
| 2490 JUNCTION PL STE 200 | BOULDER | CO | 803012167 | 742244146 | 501(C)(3) | $25,000 | $0 | DONATIONS |
| ROSIES PLACE INC | ||||||||
| 889 HARRISON AVE | BOSTON | MA | 021184004 | 042582187 | 501(C)(3) | $37,000 | $0 | DONATIONS |
| SALEM STATE UNIVERSITY FOUNDATION INC | ||||||||
| 352 LAFAYETTE ST | SALEM | MA | 019705348 | 042620632 | 501(C)(3) | $15,000 | $0 | DONATIONS |
| SANFORD HISTORICAL SOCIETY INC | ||||||||
| PO BOX 168 | SANFORD | FL | 327720168 | 592661655 | 501(C)(3) | $8,000 | $0 | DONATIONS |
| SCHWAB CHARITABLE | ||||||||
| 211 MAIN STREET | SAN FRANCISCO | CA | 941051905 | 311640316 | 501(C)(3) | $21,000,000 | $0 | DONATIONS |
| SILENT SPRING INSTITUTE INC | ||||||||
| 320 NEVADA ST STE 302 | NEWTON | MA | 024601435 | 043237106 | 501(C)(3) | $50,000 | $0 | DONATIONS |
| ST LAWRENCE UNIVERSITY | ||||||||
| 23 ROMODA DR | CANTON | NY | 136171423 | 150532239 | 501(C)(3) | $25,000 | $0 | DONATIONS |
| ST MARK'S SCHOOL | ||||||||
| 500 WIGWAM LN | STRATFORD | CT | 066142491 | 300838469 | 501(C)(3) | $12,000 | $0 | DONATIONS |
| TABOR ACADEMY | ||||||||
| 235 FRONT ST | MARION | MA | 027380000 | 042103632 | 501(C)(3) | $10,000 | $0 | DONATIONS |
| TEMPLE BNAI ABRAHAM | ||||||||
| 200 EAST LOTHROP ST | BEVERLY | MA | 019150000 | 237107878 | 501(C)(3) | $24,989 | $0 | DONATIONS |
| TEMPLE EMANU-EL | ||||||||
| 306 RUMSEY RD | YONKERS | NY | 107051540 | 131809291 | 501(C)(3) | $50,000 | $0 | DONATIONS |
| TEMPLE EMMANUEL OF CHELSEA | ||||||||
| 60 TUDOR STREET CARY SQUARE | CHELSEA | MA | 02150 | 042111414 | 501(C)(3) | $8,300 | $0 | DONATIONS |
| TEMPLE NER TAMID | ||||||||
| 368 LOWELL ST | PEABODY | MA | 019602721 | 042308762 | 501(C)(3) | $20,000 | $0 | DONATIONS |
| TENACITY INC | ||||||||
| 38 EVERETT ST | ALLSTON | MA | 021341963 | 043452763 | 501(C)(3) | $10,000 | $0 | DONATIONS |
| THE ARTHUR J EPSTEIN HILLEL SCHOOL INC | ||||||||
| 6 COMMUNITY RD | MARBLEHEAD | MA | 019452706 | 042282633 | 501(C)(3) | $30,000 | $0 | DONATIONS |
| THE CHURCH OF JESUS CHRIST OF LATTER | ||||||||
| 50 E NORTH TEMPLE STREET | SALT LAKE CITY | UT | 84150 | 870234341 | 501(C)(3) | $50,000 | $0 | DONATIONS |
| THE CONVERSATION US | ||||||||
| 303 WYMAN ST SUITE 300 NO 3 | WALTHAM | MA | 02451 | 460906774 | 501(C)(3) | $30,000 | $0 | DONATIONS |
| THE JEWISH COMMUNITY CENTER | ||||||||
| 4 COMMUNITY RD | MARBLEHEAD | MA | 019452766 | 042104351 | 501(C)(3) | $50,000 | $0 | DONATIONS |
| THE SEA EDUCATION ASSOCIATION | ||||||||
| PO BOX 758 | FALMOUTH | MA | 02541 | 042702102 | 501(C)(3) | $50,000 | $0 | DONATIONS |
| TRUSTEES OF BOSTON UNIVERSITY | ||||||||
| 25 BUICK ST | BOSTON | MA | 022151301 | 042103547 | 501(C)(3) | $15,000 | $0 | DONATIONS |
| UNITARIAN UNIVERSALIST URBAN MINISTRIES | ||||||||
| 10 PUTNAM STREET | ROXBURY | MA | 02119 | 042105897 | 501(C)(3) | $9,000 | $0 | DONATIONS |
| UNITED JEWISH APPEAL FEDERATION | ||||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | 510172429 | 501(C)(3) | $6,000 | $0 | DONATIONS |
| UNITED WAY OF MASSACHUSETTS BAY INC | ||||||||
| 9 CHANNEL CTR ST STE 500 | BOSTON | MA | 022103429 | 042382233 | 501(C)(3) | $25,000 | $0 | DONATIONS |
| UNIVERSITY OF MISSISSIPPI FOUNDATION | ||||||||
| 406 UNIVERSITY AVE | OXFORD | MS | 386554389 | 237310293 | 501(C)(3) | $250,000 | $0 | DONATIONS |
| US FUND FOR UNICEF | ||||||||
| 125 MAIDEN LANE 10TH FLOOR | NEW YORK | NY | 10038 | 131760110 | 501(C)(3) | $10,000 | $0 | DONATIONS |
| VISHWA HINDU PARISHAD OF AMERICA | ||||||||
| 200 NEW BOND ST | SUGAR GROVE | IL | 605549171 | 510156325 | 501(C)(3) | $100,000 | $0 | DONATIONS |
| VISION-AID INCORPORATED | ||||||||
| 8 VINE BROOK RD | LEXINGTON | MA | 02421 | 201344017 | 501(C)(3) | $50,000 | $0 | DONATIONS |
| WATERAID AMERICA INC | ||||||||
| 233 BROADWAY RM 2705 | NEW YORK | NY | 102792708 | 300181674 | 501(C)(3) | $100,000 | $0 | DONATIONS |
| WESTERN RESERVE LAND CONSERVANCY | ||||||||
| 3850 CHAGRIN RIVER RD | MORELAND HLS | OH | 440221131 | 341571233 | 501(C)(3) | $25,000 | $0 | DONATIONS |
| WGBH | ||||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | 042104397 | 501(C)(3) | $5,750 | $0 | DONATIONS |
| WILDLIFE CONSERVATION NETWORK INC | ||||||||
| 209 MISSISSIPPI ST | SAN FRANCISCO | CA | 941072528 | 300108469 | 501(C)(3) | $35,000 | $0 | DONATIONS |
| WOMEN MAKE MOVIES | ||||||||
| 115 W 29TH ST RM 1200 | NEW YORK | NY | 100015059 | 132740460 | 501(C)(3) | $10,000 | $0 | DONATIONS |
| WORLD CENTRAL KITCHEN INCORPORATED | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 200011429 | 273521132 | 501(C)(3) | $77,234 | $0 | DONATIONS |
| WORLD MEDIA FOUNDATION INC | ||||||||
| 100 MORRISSEY BLVD | DORCHESTER | MA | 021253300 | 043150786 | 501(C)(3) | $10,000 | $0 | DONATIONS |
| YELLOWHAMMER FUND | ||||||||
| PO BOX 1565 | TUSCALOOSA | AL | 354031565 | 821822204 | 501(C)(3) | $20,000 | $0 | DONATIONS |
| YOUNG MEN'S CHRISTIAN ASSOCIATION | ||||||||
| 63 N MAIN ST | ATTLEBORO | MA | 027032219 | 042255819 | 501(C)(3) | $10,000 | $0 | DONATIONS |
| PINE STREET INN | ||||||||
| 52 MOUNT VERNON ST APT 1 | SOMERVILLE | MA | 02145 | 311642552 | 501(C)(3) | $6,000 | $0 | DONATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 113 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION PERFORMS DUE DILIGENCE TO ENSURE THAT ALL GRANTEES ARE ELIGIBLE 501(C) (3) PUBLIC CHARITIES THAT ARE LIKELY TO USE GRANT FUNDS EXCLUSIVELY FOR CHARITABLE PURPOSES. FIDUCIARY TRUST CHARITABLE REQUIRES ALL GRANTEES TO USE GRANT FUNDS SOLELY FOR CHARITABLE PURPOSES. GRANTS CANNOT BE USED TO PROVIDE INDIVIDUAL OR PRIVATE BENEFIT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 258 | ContributionCnt |
| Noncash Contributions Rpt F990 | $36,059,482 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | FIDUCIARY CHARITABLE FOUNDATION UTILIZES FIDUCIARY TRUST TO SOLICIT, PROCESS, AND/OR SELL ITS NON-CASH CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE PRESIDENT, CFO, AND THE CURRENT TRUSTEES WERE PROVIDED A DRAFT OF FORM 990 FOR REVIEW AND COMMENT. FORM 990 WAS THEN FINALIZED AND SIGNED BY A TRUSTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN ADDITION TO COMPLETING THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, COVERED PERSONS ARE REQUIRED TO DISCLOSE ACTUAL OR POTENTIAL CONFLICTS WHEN THEY ARISE. THE PROCEDURES FOR THE TRUSTEES TO EVALUATE CONFLICTS, APPROVE TRANSACTIONS, AND CARRY OUT ENFORCEMENT ARE SET FORTH IN THE POLICY. |
| FORM 990, PART VI, SECTION C, LINE 19 | OFFICE VISIT OR UPON REQUEST. |
| FORM 990. PART XII, LINE 2C: | THERE WAS NO CHANGE IN THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |