WAGNER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WAGNER FOUNDATION (EIN 20-6079941)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202303119349101915
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-07T14:40:53-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FIRST ST SE STE 800 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 524011425 | 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 | 206079941 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAGNER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAGN | BusinessNameControlTxt |
| Phone | 6178680920 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 MASSACHUSETTS AVE 2ND FLOOR | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02139 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLOTTE R CRAMER WAGNER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6178680920 | PhoneNum |
| Signature | 2023-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLOTTE | PersonFirstNm |
| Person Last | CRAMER WAGNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | SHAWNA HULS | PreparerPersonNm |
| PTIN | P01315330 | PTIN |
| Phone | 3192985333 | PhoneNum |
| Preparation | 2023-10-26 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $197,322,005 | 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 | $12,137,317 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $620 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $620 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $694,855 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $694,855 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$587,824 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,633,426 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,772 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $42,989 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$641,588 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,287,957 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $91,659 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $330,550 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $330,550 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $78,009 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $78,009 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $35,405 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $35,405 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $86,396 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $86,396 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $401,360 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $168,221 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $233,139 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $279,119 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37,492 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $150,716 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $150,716 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $26,231 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $26,231 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $69,579 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $69,579 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,457,365 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $205,713 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,010,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,691,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,691,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,148,365 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $205,713 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,701,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,860,408 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $138,561 | CashBOYAmt |
| Cash EOY | $1,052,122 | CashEOYAmt |
| Cash EOYFMV | $1,052,122 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,345,411 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,786,549 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,786,549 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $61,321,174 | CorporateStockBOYAmt |
| Corporate Stock EOY | $61,072,067 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $55,224,887 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $117,124,977 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $104,500,974 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $127,925,099 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | -$740,964 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,919,564 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,333,348 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $179,189,159 | TotalAssetsBOYAmt |
| Total Assets EOY | $175,331,276 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $197,322,005 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $8,163 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,688 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,163 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,688 | 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 | $179,180,996 | RetainedEarningBOYAmt |
| Retained Earning EOY | $175,320,588 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $179,180,996 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $175,320,588 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $179,189,159 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $175,331,276 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $179,180,996 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,860,408 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $175,320,588 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $175,320,588 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $16,489,935 | $17,221,250 | -$731,315 | -$731,315 |
| LT GAIN FROM K-1S | P | $2,375,869 | $2,375,869 | ||
| ST GAIN FROM K-1S | P | -$1,750,273 | -$1,750,273 | ||
| CAPITAL GAINS DIVIDENDS | P | $143,491 | $143,491 | $143,491 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,772 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $110,120 | 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 | $110,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $110,120 | OverpaymentAmt |
| Applied To ES Tax | $110,120 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | WWW.WFOUND.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172411244 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| HERBERT S WAGNER III | ||||||||
| 485 MASSACHUSETTS AVE 2ND FLOOR | CAMBRIDGE | MA | 02139 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHARLOTTE R CRAMER WAGNER | ||||||||
| 485 MASSACHUSETTS AVE 2ND FLOOR | CAMBRIDGE | MA | 02139 | TRUSTEE | 40.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CAROLINE EASLEY | ||||||||
| 485 MASSACHUSETTS AVE 2ND FLOOR | CAMBRIDGE | MA | 02139 | DEPUTY DIRECTOR | 40.00 | $150,900 | $18,895 | $0 |
| LILY SARGEANT | ||||||||
| 485 MASSACHUSETTS AVE 2ND FLOOR | CAMBRIDGE | MA | 02139 | PROGRAM OFFICER, US | 40.00 | $98,750 | $15,921 | $0 |
| DAVID DEMOSTHENES | ||||||||
| 485 MASSACHUSETTS AVE 2ND FLOOR | CAMBRIDGE | MA | 02139 | GRANTS & IMPACT MANA | 40.00 | $80,900 | $14,851 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AW-ARCH | |||||
| 650 CAMBRIDGE ST | CAMBRIDGE | MA | 02141 | ARCHITECT SERVICES | $185,749 |
| FIDUCIENT | |||||
| 500 W MADISON ST STE 1700 | CHICAGO | IL | 606612567 | INVESTMENT ADVISOR | $168,221 |
| UNCOMMON UNION | |||||
| 30 MAIN STREET 8E | BROOKLYN | NY | 11201 | MARKETING/PR | $95,348 |
| REDGATE REAL ESTATE ADVISORS | |||||
| 265 FRANKLIN STREET SUITE 602 | BOSTON | MA | 02110 | REAL ESTATE ADVISOR | $92,000 |
| RSM US LLP | |||||
| 331 W 3RD ST STE 200 | DAVENPORT | IA | 52801 | ACCOUNTING | $86,396 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | 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 | $55,290,872 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,851,831 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $131,597,918 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $189,740,621 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $189,740,621 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,846,109 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $186,894,512 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,344,726 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,344,726 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $9,344,726 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,344,726 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,344,726 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,701,025 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,701,025 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,344,726 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,098,512 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,346,580 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,569,620 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,858,308 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,873,020 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,701,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,344,726 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,356,299 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,229,319 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,229,319 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,098,512 | ExcessFromYear4Amt |
| Excess From Year3 | $2,346,580 | ExcessFromYear3Amt |
| Excess From Year2 | $2,569,620 | ExcessFromYear2Amt |
| Excess From Year1 | $3,858,308 | ExcessFromYear1Amt |
| Excess From Current Year | $6,356,299 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HERBERT S WAGNER III | ContributingManagerNm |
| Contributing Manager | CHARLOTTE R CRAMER WAGNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (125 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALIANZA DV SERVICES INC | ||||||
| PO BOX 1099 | HOLYOKE | MA | 01041 | PC | ANNUAL FUND | $10,000 |
| BIG BROTHERS BIG SISTERS OF EASTERN MA | ||||||
| 184 HIGH ST 3RD FL | BOSTON | MA | 02110 | PC | 2022 AEROSMITH EVENT, WAIVING ALL GOODS AND SERVICES | $25,000 |
| BOSTON ART REVIEW | ||||||
| PO BOX 390003 | CAMBRIDGE | MA | 02139 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| BOSTON COMMUNITY PEDIATRICS | ||||||
| 527 ALBANY ST SUITE 200 | BOSTON | MA | 02118 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| BOSTON CYCLISTS UNION | ||||||
| PO BOX 191710 | ROXBURY | MA | 02119 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM | ||||||
| 780 ALBANY ST | BOSTON | MA | 02118 | PC | ANNUAL FUND | $15,000 |
| BOSTON MEDICAL CENTER | ||||||
| ONE BOSTON MEDICAL CENTER PL | BOSTON | MA | 02118 | PC | BMC CAREER MOBILITY PATHWAYS AND COMMUNITY PARTNERSHIPS GRANT | $1,000,000 |
| BOYS AND GIRLS CLUBS OF BOSTON | ||||||
| 200 HIGH ST SUITE 3B | BOSTON | MA | 02110 | PC | ENDOWMENT SUPPORT FOR THE JOSH KRAFT FUND FOR DIVERSITY AND EQUITY | $50,000 |
| BOYS AND GIRLS CLUBS OF BOSTON | ||||||
| 200 HIGH ST SUITE 3B | BOSTON | MA | 02110 | PC | SPONSORSHIP OF 2022 HOUSE PARTY, WAIVING ALL GOODS AND SERVICES | $100,000 |
| BOYS AND GIRLS CLUBS OF BOSTON | ||||||
| 200 HIGH ST SUITE 3B | BOSTON | MA | 02110 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| BREAKTIME UNITED INC | ||||||
| 170 PORTLAND ST | BOSTON | MA | 02114 | PC | GENERAL OPERATING SUPPORT | $75,000 |
| CAMBRIDGE COMMUNITY CENTER | ||||||
| 5 CALLENDER ST | CAMBRIDGE | MA | 02139 | PC | ANNUAL FUND | $5,000 |
| CAMBRIDGE COMMUNITY FOUNDATION | ||||||
| 99 BISHOP ALLEN DR UNIT 115 | CAMBRIDGE | MA | 02139 | PC | GENERAL OPERATING SUPPORT | $200,000 |
| CAMBRIDGE ECONOMIC OPPORTUNITY COMMITTEE | ||||||
| 11 INMAN ST | CAMBRIDGE | MA | 02139 | PC | ANNUAL FUND | $5,000 |
| CAMBRIDGE WOMEN'S CENTER | ||||||
| 25 MT AUBURN ST UNIT G100 | CAMBRIDGE | MA | 02138 | PC | ANNUAL FUND | $5,000 |
| CAMP HARBOR VIEW FOUNDATION | ||||||
| 79 NEWBURY ST | BOSTON | MA | 02116 | PC | GENERAL OPERATING SUPPORT | $75,000 |
| CAMPAIGN FOR CATHOLIC SCHOOLS | ||||||
| 66 BROOKS DR | BRAINTREE | MA | 02184 | PC | JACK CONNORS SCHOLARSHIP FUND | $25,000 |
| CAMPAIGN FOR CATHOLIC SCHOOLS | ||||||
| 66 BROOKS DR | BRAINTREE | MA | 02184 | PC | FUND FOR THE FUTURE | $200,000 |
| CAREMESSAGE | ||||||
| 2443 FILLMORE ST 380-4139 | SAN FRANCISCO | CA | 94115 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| CASA MYRNA | ||||||
| 451 BLUE HILL AVE | BOSTON | MA | 02121 | PC | THE EVA CENTER | $10,000 |
| CATHOLIC SCHOOLS FOUNDATION | ||||||
| 67 BATTERYMARCH ST 6TH FL | BOSTON | MA | 02110 | PC | BUILDING MINDS SCHOLARSHIP FUND | $100,000 |
| CATHOLIC SOCIAL SERVICES OF FALL RIVER | ||||||
| 1600 BAY ST | FALL RIVER | MA | 02724 | PC | ANNUAL FUND | $10,000 |
| CENTER FOR ECONOMIC DEMOCRACY | ||||||
| PO BOX 300229 | JAMAICA PLAIN | MA | 02130 | PC | BOSTON UJIMA PROJECT | $25,000 |
| CENTER FOR HOPE & HEALING | ||||||
| 15 HURD ST | LOWELL | MA | 01852 | PC | ANNUAL FUND | $10,000 |
| CHARLES RIVER CONSERVANCY | ||||||
| 43 THORNDIKE ST S3-3 | CAMBRIDGE | MA | 02141 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| CHINATOWN COMMUNITY LAND TRUST | ||||||
| 28 ASH ST | BOSTON | MA | 02111 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| CRAIG'S DOORS A HOME ASSOCIATION | ||||||
| 434 NORTH PLEASANT ST | AMHERST | MA | 01002 | PC | ANNUAL FUND | $5,000 |
| DE NOVO CENTER FOR JUSTICE AND HEALING | ||||||
| 47 THORNDIKE ST SB-LL-1 | CAMBRIDGE | MA | 02141 | PC | ANNUAL FUND | $10,000 |
| DOVE INC | ||||||
| PO BOX 690267 | QUINCY | MA | 02269 | PC | ANNUAL FUND | $10,000 |
| DUDLEY NEIGHBORS INC | ||||||
| 550 DUDLEY ST | ROXBURY | MA | 02119 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| EDEN | ||||||
| 717 SOUTH ST | ROSLINDALE | MA | 02131 | PC | ANNUAL FUND | $10,000 |
| EAST END HOUSE | ||||||
| 105 SPRING ST | CAMBRIDGE | MA | 02141 | PC | ANNUAL FUND | $5,000 |
| ELIZABETH FREEMAN CENTER | ||||||
| 43 FRANCIS AVE | PITTSFIELD | MA | 01201 | PC | ANNUAL FUND | $10,000 |
| FAMILY AND COMMUNITY RESOURCES INC | ||||||
| 18 NEWTON ST | BROCKTON | MA | 02301 | PC | ANNUAL FUND | $10,000 |
| FATHER BILL'S & MAINSPRING | ||||||
| 430 BELMONT ST | BROCKTON | MA | 02301 | PC | ANNUAL FUND | $10,000 |
| FINEX HOUSE | ||||||
| PO BOX 300670 | JAMAICA PLAIN | MA | 02130 | PC | ANNUAL FUND | $10,000 |
| FOOD FOR FREE | ||||||
| 11 INMAN ST | CAMBRIDGE | MA | 02139 | PC | ANNUAL FUND | $10,000 |
| FOUND IN TRANSLATION | ||||||
| 1532B DORCHESTER AVE | DORCHESTER | MA | 02122 | PC | ANNUAL FUND | $10,000 |
| FRIENDS OF CAMBRIDGE RINDGE & LATIN SCHOOL | ||||||
| PO BOX 39-1541 | CAMBRIDGE | MA | 02139 | PC | CRLS FALCON'S MARKET | $5,000 |
| FRIENDS OF NEW CURATORS INC | ||||||
| 799 9TH ST NW SUITE 500 | WASHINGTON | DC | 20001 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| FULL FRAME INITIATIVE | ||||||
| 308 MAIN ST SUITE 2A | GREENFIELD | MA | 01301 | PC | EXPANDING ACCESS TO WELLBEING INITIATIVE | $375,000 |
| FULL FRAME INITIATIVE | ||||||
| 308 MAIN ST SUITE 2A | GREENFIELD | MA | 01301 | PC | TRANSFORM 911 BLUEPRINT LAUNCH, WAIVING ALL GOODS AND SERVICES | $30,000 |
| GENUNITY INC | ||||||
| 492 ADAMS MAIL CTR | CAMBRIDGE | MA | 02138 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| GLOBAL HEALTH CORPS | ||||||
| 318 WEST 39TH ST ROOM 9L | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| HAITIAN GLOBAL HEALTH ALLIANCE | ||||||
| 68 JAY ST NO 201 | BROOKLYN | NY | 11201 | PC | 2-YEAR STUDY: CVD-TB COMMUNITY SCREENING & TREATMENT PROJECT BY GHESKIO AND PIH/ZL | $85,000 |
| HARBORCOV INC | ||||||
| PO BOX 505754 | CHELSEA | MA | 02150 | PC | ANNUAL FUND | $15,000 |
| HARVARD UNIVERSITY | ||||||
| 1033 MASSACHUSETTS AVE 3RD FL | CAMBRIDGE | MA | 02138 | PC | DESIGNATED TO THE HUTCHINS CENTER, SUPPORTING THE OXFORD DICTIONARY OF AFRICAN AMERICAN ENGLISH | $100,000 |
| HEADING HOME | ||||||
| 186 MASSACHUSETTS AVE | BOSTON | MA | 02115 | PC | CASA NUEVA VIDA | $5,000 |
| HEALTH IMPERATIVES | ||||||
| 942 WEST CHESTNUT ST | BROCKTON | MA | 02301 | PC | ANNUAL FUND | $10,000 |
| HISTORY CAMBRIDGE | ||||||
| 159 BRATTLE ST | CAMBRIDGE | MA | 02138 | PC | ANNUAL FUND | $5,000 |
| HOMESTART | ||||||
| 105 CHAUNCY ST SUITE 502 | BOSTON | MA | 02111 | PC | GENERAL OPERATING SUPPORT | $200,000 |
| INSTITUTE OF CONTEMPORARY ART BOSTON | ||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | PC | ACQUISITIONS CIRCLE, WAIVING ALL GOODS AND SERVICES | $10,000 |
| INSTITUTE OF CONTEMPORARY ART BOSTON | ||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | PC | 2022 GALA, WAIVING ALL GOODS AND SERVICES | $50,000 |
| INSTITUTE OF CONTEMPORARY ART BOSTON | ||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | PC | DIRECTOR OF EDUCATION ENDOWED FUND | $900,000 |
| INSTITUTE OF CONTEMPORARY ART BOSTON | ||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| INTEGRATE HEALTH | ||||||
| PO BOX 605 | MEDWAY | MA | 02053 | PC | GENERAL OPERATING SUPPORT | $300,000 |
| ISABELLA STEWART GARDNER MUSEUM | ||||||
| 25 EVANS WAY | BOSTON | MA | 02115 | PC | EXHIBITION PROGRAM AND GARDNER AMBASSADOR PROGRAM | $100,000 |
| JUSTICE RESOURCE INSTITUTE | ||||||
| 160 GOULD ST SUITE 300 | NEEDHAM | MA | 02494 | PC | MY LIFE MY CHOICE | $10,000 |
| KING BAUDOUIN FOUNDATION UNITED STATES | ||||||
| 551 FIFTH AVENUE SUITE 2400 | NEW YORK | NY | 10176 | PC | AFRICAN VISIONARY FUND'S HEALTH PORTFOLIO | $100,000 |
| LA COLABORATIVA INC | ||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | PC | ANNUAL FUND | $15,000 |
| LOCAL ENTERPRISE ASSISTANCE FUND INC | ||||||
| 386 WESTERN AVE | BOSTON | MA | 02135 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| LOITER | ||||||
| 15001 EUCLID AVE | EAST CLEVELAND | OH | 44112 | PC | NUBIAN MARKETS COMMUNITY OUTREACH AND ENGAGEMENT INITIATIVE | $25,000 |
| LOUISON HOUSE INC | ||||||
| 149 CHURCH ST | NORTH ADAMS | MA | 01247 | PC | ANNUAL FUND | $5,000 |
| MABEL CENTER FOR IMMIGRANT JUSTICE | ||||||
| 200 PORTLAND ST 5TH FL | BOSTON | MA | 02114 | PC | ANNUAL FUND | $10,000 |
| MARGARET FULLER-NEIGHBORHOOD HOUSE INC | ||||||
| 71 CHERRY ST | CAMBRIDGE | MA | 02139 | PC | ANNUAL FUND | $5,000 |
| MASS DESIGN GROUP | ||||||
| 1 CHANDLER ST | BOSTON | MA | 02116 | PC | THE CATALYST FUND, LEARNING & ENGAGEMENT PROGRAM, AND LABS PROGRAM | $1,000,000 |
| MASSACHUSETTS AVENUE BAPTIST CHURCH | ||||||
| 146 HAMPSHIRE ST | CAMBRIDGE | MA | 02139 | PC | PROJECT MANNA | $5,000 |
| MERRIMACK VALLEY FOOD BANK | ||||||
| 735 BROADWAY ST | LOWELL | MA | 01854 | PC | ANNUAL FUND | $25,000 |
| MORE THAN WORDS | ||||||
| 56 FELTON ST | WALTHAM | MA | 02453 | PC | COMMUNITY ENGAGEMENT & ADVOCACY WORK | $100,000 |
| MUSEUM OF CONTEMPORARY ART CHICAGO | ||||||
| 220 E CHICAGO AVE | CHICAGO | IL | 60611 | PC | COMMITMENT TO WOMEN ARTISTS INITIATIVE | $50,000 |
| MUSO INC | ||||||
| 3254 19TH ST 2ND FL | SAN FRANCISCO | CA | 94110 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| NETWORK OF ENGAGED INTERNATIONAL DONORS | ||||||
| 131 DARTMOUTH ST 3RD FL | BOSTON | MA | 02116 | PC | 2022 NEID GALA, PLATINUM SPONSORSHIP, WAIVING ALL GOODS AND SERVICES | $10,000 |
| NEW ENGLAND FARM WORKERS COUNCIL | ||||||
| 11-13 HAMPDEN ST | SPRINGFIELD | MA | 01103 | PC | HOUSING AND SHELTER PROGRAMS | $10,000 |
| NEW HOPE INC | ||||||
| 247 MAPLE ST | ATTLEBORO | MA | 02703 | PC | ANNUAL FUND | $10,000 |
| NEW ORLEANS MUSEUM OF ART | ||||||
| ONE COLLINS DIBOLL CIRCLE | NEW ORLEANS | LA | 70124 | PC | CREATIVE ASSEMBLY PROGRAMMING & EVALUATION | $230,000 |
| NOW THERE | ||||||
| 186 SOUTH ST SUITE 302 | BOSTON | MA | 02111 | PC | GENERAL OPERATING SUPPORT | $150,000 |
| ON THE RISE | ||||||
| 341 BROADWAY | CAMBRIDGE | MA | 02139 | PC | ANNUAL FUND | $10,000 |
| OUR SISTERS' SCHOOL | ||||||
| 145 BROWNELL AVE | NEW BEDFORD | MA | 02740 | PC | ANNUAL FUND | $5,000 |
| PARTNERS IN AGRICULTURE | ||||||
| PO BOX 31226 | GREENVILLE | SC | 29608 | PC | AGROFORESTRY TRIAL COHORT | $180,000 |
| PARTNERS IN HEALTH | ||||||
| 800 BOYLSTON ST SUITE 300 | BOSTON | MA | 02199 | PC | 2-YEAR STUDY: CVD-TB COMMUNITY SCREENING & TREATMENT PROJECT BY GHESKIO AND PIH/ZL | $85,000 |
| PARTNERS IN HEALTH | ||||||
| 800 BOYLSTON ST SUITE 300 | BOSTON | MA | 02199 | PC | THE CONTINUATION AND GROWTH OF THE IMPACT WORK OF ONEPIH | $3,000,000 |
| PARTNERS IN HEALTH | ||||||
| 800 BOYLSTON ST SUITE 300 | BOSTON | MA | 02199 | PC | EXPANDING HEALTH EQUITY IN NEW BEDFORD & BEYOND | $100,000 |
| PIVOT WORKS INC | ||||||
| 75 NORTH MAIN ST 2075 | RANDOLPH | MA | 02368 | PC | ENHANCED COMMUNITY HEALTH PROGRAM | $300,000 |
| PROJECT PLACE | ||||||
| 1145 WASHINGTON ST | BOSTON | MA | 02118 | PC | ANNUAL FUND | $10,000 |
| PUBLIC ART FUND | ||||||
| ONE EAST 53RD ST | NEW YORK | MA | 10022 | PC | GENERAL OPERATING SUPPORT | $75,000 |
| RESIST INC | ||||||
| PO BOX 301240 | BOSTON | MA | 02130 | PC | MATAHARI WOMEN WORKERS' CENTER | $10,000 |
| RIA INC | ||||||
| 330 COCHITUATE RD 1784 | FRAMINGHAM | MA | 01701 | PC | ANNUAL FUND | $10,000 |
| ROOT CAPITAL | ||||||
| 245 MAIN ST 2ND FL | CAMBRIDGE | MA | 02142 | PC | WOMEN IN AGRICULTURE 2019-2021 BUSINESS PLAN | $750,000 |
| ROSIE'S PLACE | ||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | PC | ANNUAL FUND | $10,000 |
| SAFE PASSAGE | ||||||
| 76 CARLON DR | NORTHAMPTON | MA | 01060 | PC | ANNUAL FUND | $10,000 |
| SEED GLOBAL HEALTH | ||||||
| 20 ASHBURTON PL 6TH FL | BOSTON | MA | 02108 | PC | SIERRA LEONES NAT'L PROGRAM IN HUMAN RESOURCES FOR HEALTH & REPRODUCTIVE, MATERNAL & CHILD HEALTH | $200,000 |
| SOCIAL INNOVATION FORUM | ||||||
| 2 OLIVER ST SUITE 802 | BOSTON | MA | 02109 | PC | PARTICIPATORY SOCIAL ISSUE TRACK 2022-2023 | $140,000 |
| ST PAUL AME CHURCH | ||||||
| 85 BISHOP RICHARD ALLEN DR | CAMBRIDGE | MA | 02139 | PC | ELNORA YARD FOOD PANTRY | $5,000 |
| ST LUKE'S GUESTHOUSE | ||||||
| 141 MAIN ST | SOUTHBRIDGE | MA | 01550 | PC | ANNUAL FUND | $5,000 |
| ST PAUL'S PARISH | ||||||
| 29 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | PC | THE FOOD PANTRY | $5,000 |
| ST PETER'S SCHOOL | ||||||
| 96 CONCORD AVE | CAMBRIDGE | MA | 02138 | PC | ANNUAL FUND | $50,000 |
| STONE HOUSE | ||||||
| PO BOX 300039 | JAMAICA PLAIN | MA | 02130 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| TATE AMERICAS FOUNDATION | ||||||
| 520 WEST 27TH ST UNIT 404 | NEW YORK | NY | 10001 | PC | MARIA BARTUSOVA EXHIBITION | $91,000 |
| TATE AMERICAS FOUNDATION | ||||||
| 520 WEST 27TH ST UNIT 404 | NEW YORK | NY | 10001 | PC | 2022 MEMBERSHIP - NORTH AMERICAN ACQUISITIONS COMMITTEE, WAIVING ALL GOODS AND SERVICES | $15,000 |
| THE BOSTON FOUNDATION | ||||||
| 75 ARLINGTON ST 3RD FL | BOSTON | MA | 02116 | PC | THE EMBRACE BOSTON FUND, SPECIFICALLY, GENERAL OPERATING SUPPORT FOR THE EMBRACE CENTER | $250,000 |
| THE BOSTON FOUNDATION | ||||||
| 75 ARLINGTON ST 3RD FL | BOSTON | MA | 02116 | PC | EMBRACE GALA, WAIVING ALL GOODS AND SERVICES | $50,000 |
| THE BOSTON FOUNDATION | ||||||
| 75 ARLINGTON ST 3RD FL | BOSTON | MA | 02116 | PC | CIVIC LEADERSHIP FUND | $10,000 |
| THE FOOD BANK OF WESTERN MASSACHUSETTS | ||||||
| PO BOX 160 | HATFIELD | MA | 01038 | PC | ANNUAL FUND | $25,000 |
| THE GREATER BOSTON FOOD BANK | ||||||
| 70 SOUTH BAY AVE | BOSTON | MA | 02118 | PC | ANNUAL FUND | $25,000 |
| THE HEALTH INITIATIVE | ||||||
| PO BOX 3858 | ATTLEBORO | MA | 02703 | PC | ACCELERATING HEALTH EQUITY VIA FEDERAL POLICY PROGRAM | $225,000 |
| THE KENNEDY CENTER | ||||||
| PO BOX 101510 | ARLINGTON | VA | 22210 | PC | PACA FUND | $25,000 |
| THE LOOP LAB INC | ||||||
| 99 BISHOP ALLEN DR UNIT 25 | CAMBRIDGE | MA | 02139 | PC | GENERAL OPERATING SUPPORT | $75,000 |
| THE SALVATION ARMY OF CAMBRIDGE CORPS | ||||||
| 402 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | PC | ANNUAL FUND | $5,000 |
| THE SILK ROAD PROJECT INC | ||||||
| PO BOX 35460 | BRIGHTON | MA | 02135 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| THE WOMEN'S CENTER | ||||||
| 405 COUNTY ST | NEW BEDFORD | MA | 02740 | PC | ANNUAL FUND | $10,000 |
| UPTOGETHER | ||||||
| 663 13TH ST SUITE 200 | OAKLAND | CA | 94612 | PC | TRUST & INVEST COLLABORATIVE | $100,000 |
| URBAN GUILD INC | ||||||
| 260 WASHINGTON ST | DORCHESTER | MA | 02121 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| US BIENNIAL INC | ||||||
| PO BOX 58800 | NEW ORLEANS | LA | 70158 | PC | P.6 EXHIBITION | $50,000 |
| US BIENNIAL INC | ||||||
| PO BOX 58800 | NEW ORLEANS | LA | 70158 | PC | ARTISTS OF PUBLIC MEMORY | $10,000 |
| VIA ART FUND USA INC | ||||||
| 219 WEST 19TH ST 2ND FL | NEW YORK | NY | 10011 | PC | VIA/WAGNER INCUBATOR GRANT FUND | $100,000 |
| VIA ART FUND USA INC | ||||||
| 219 WEST 19TH ST 2ND FL | NEW YORK | NY | 10011 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| VILLAGE HEALTH WORKS | ||||||
| 45 W 36TH ST 8TH FL | NEW YORK | NY | 10018 | PC | MONITORING & EVALUATION: SHOWING IMPACT, GUIDING ACTIONS GRANT | $200,000 |
| WOMEN IN GLOBAL HEALTH | ||||||
| 30901 WIEGMAN CT | HAYWARD | CA | 94544 | PC | GENERAL OPERATING SUPPORT | $300,000 |
| WOMEN'S LUNCH PLACE INC | ||||||
| PO BOX 170900 | BOSTON | MA | 02117 | PC | ANNUAL FUND | $10,000 |
| WORCESTER COUNTY FOOD BANK | ||||||
| 474 BOSTON TURNPIKE | SHREWSBURY | MA | 01545 | PC | ANNUAL FUND | $25,000 |
| Y2Y NETWORK | ||||||
| 955 MASSACHUSETTS AVE 424 | CAMBRIDGE | MA | 02139 | PC | ANNUAL FUND | $10,000 |
| Y2Y NETWORK | ||||||
| 955 MASSACHUSETTS AVE 424 | CAMBRIDGE | MA | 02139 | PC | BAY-CASH PROJECT | $50,000 |
| YEAR UP | ||||||
| 45 MILK ST 9TH FL | BOSTON | MA | 02109 | PC | CAMPAIGN FOR AN EQUITABLE FUTURE | $1,000,000 |
| YWCA NORTHEASTERN MASSACHUSETTS | ||||||
| 38 LAWRENCE ST | LAWRENCE | MA | 01840 | PC | ANNUAL FUND | $10,000 |
| YWCA OF WESTERN MASSACHUSETTS | ||||||
| 1 CLOUGH ST | SPRINGFIELD | MA | 01108 | PC | ANNUAL FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,691,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $620 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $694,855 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$587,824 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $42,989 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $150,640 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $150,640 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HERBERT S WAGNER III AND CHARLOTTE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 MASSACHUSETTS AVE 2ND FLOOR | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $12,137,317 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $86,396 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $86,396 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANTS AND CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT | IdentifierTxt |
| Form And Line Reference | PART XV, LINE 3B | FormAndLineReferenceDesc |
| Medium Explanation | ALL GRANTS APPROVED FOR FUTURE PAYMENT ARE SUBJECT TO CONTINGENCIES. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHAMPLAIN SMALL COMPANY | $7,926,812 | $8,097,709 |
| HARBOR DIVERSIFIED INTL | $10,247,420 | $8,884,020 |
| JACKSON SQUARE SMID CAP | $10,241,087 | $6,888,561 |
| JOHCM EMRG MKT OPPTY FD | $3,957,578 | $3,897,337 |
| VANGUARD EXTENDED MARKET | $1,218,598 | $1,290,581 |
| VANGUARD INSTL INDEX FD | $6,907,912 | $8,488,990 |
| SCHWAB S&P 500 INDEX | $20,572,660 | $17,677,689 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABRAMS CAPITAL PARTNERS LP | AT COST | $15,828,402 | $18,556,271 |
| BAUPOST VALUE PARTNERS LP | AT COST | $6,147,568 | $6,545,561 |
| COLUMBUS HILL PARTNERS LP | AT COST | $10,040,029 | $14,697,658 |
| CORMORANT PRIVATE HEALTHCARE FUND II LP | AT COST | $2,003,443 | $4,232,421 |
| FARMSTEAD PARTNERS LP | AT COST | $1,039,131 | $948,189 |
| HAWKEYE CAPITAL INST LP | AT COST | $4,914,847 | $5,311,583 |
| HYPERPLANE II LP | AT COST | $2,311,640 | $4,776,898 |
| KENSICO ASSOCIATES LP | AT COST | $7,762,399 | $8,622,642 |
| MASON CAPITAL LP | AT COST | $2,192,894 | $3,001,214 |
| MFN PARTNERS LP | AT COST | $2,111,591 | $2,693,577 |
| ROSE GROVE PARTNERS I LP | AT COST | $215,367 | $557,760 |
| RA CAPITAL HEALTHCARE FUND LP | AT COST | $2,313,113 | $6,552,523 |
| CAPE ANN GLOBAL DEVELOPING MARKETS FD | AT COST | $5,475,146 | $5,411,551 |
| MOONRISE VENTURES PARTNERS II LP | AT COST | $4,391,111 | $6,574,227 |
| REFLOW MEDICAL INC | AT COST | $3,825,992 | $9,093,961 |
| CORMORANT PRIVATE HEALTHCARE FUND III LP | AT COST | $3,000,000 | $3,363,827 |
| HYPERPLANE III LP | AT COST | $1,220,000 | $1,298,146 |
| SIGULER GUFF SBOF IV (T), LP | AT COST | $2,937,367 | $4,525,784 |
| CORMORANT PRIVATE HEALTHCARE FUND IV LP | AT COST | $1,862,119 | $1,807,346 |
| DIGITAL FUEL CAPITAL FUND I AIV, LP | AT COST | $1,424,973 | $1,893,753 |
| MOONRISE VENTURE PARTNERS III LP | AT COST | $1,776,218 | $1,707,675 |
| YIHENG CAPITAL PARTNERS LP | AT COST | $8,557,624 | $5,856,624 |
| HHLR FUND, LP | AT COST | $7,500,000 | $4,365,404 |
| ECOR1, LP | AT COST | $4,000,000 | $4,022,588 |
| SPARK CAPITAL IV, LP | AT COST | $850,000 | $748,988 |
| SPARK CAPITAL VII, LP | AT COST | $800,000 | $758,928 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $35,405 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35,405 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CORMORANT GLOBAL HEALTHCARE FUND LP | -$740,964 | -$740,964 | $3,672,820 |
| SECURITY DEPOSITS | $147,870 | $147,870 | |
| CONSTRUCTION IN PROCESS | $2,512,658 | $2,512,658 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TECHNOLOGY FEES AND EXPENSE | $23,180 | $0 | $23,180 |
| DUES, MEMBERSHIPS, AND SUBSCRIPTIONS | $31,607 | $0 | $31,607 |
| OFFICE EXPENSES | $14,780 | $0 | $14,780 |
| BANK FEES | $12 | $0 | $12 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM K-1S - FOR NII | -$641,588 | ||
| TAX REFUND | $42,989 | $42,989 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $8,163 | BOYBookValueAmt |
| EOY Book Value | $10,688 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MARKETING/PR EXPENSE | $95,348 | $0 | $95,348 |
| INVESTMENT MANAGEMENT FEES | $168,221 | $168,221 | $0 |
| CONSULTING FEES | $45,791 | $0 | $45,791 |
| RECRUITING FEES | $92,000 | $0 | $92,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $241,627 | $0 | $0 |
| FOREIGN TAXES | $37,492 | $37,492 | $0 |