ISLAND FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ISLAND FOUNDATION INC (EIN 04-2670567)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202303189349103830
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

FieldValueIRS element (for citing)
Return2023-11-14T14:23:53-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131459550PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MAZARS USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11330 BOYLSTON STREETAddressLine1Txt
CityCHESTNUT HILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024672111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042670567EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ISLAND FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlISLABusinessNameControlTxt
Phone5087482809PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1589 MILL STREET PO BOX 1605AddressLine1Txt
CityMARIONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02738ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonOLIVER MOOREPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5087482809PhoneNum
Signature2023-09-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstOLIVERPersonFirstNm
Person LastMOOREPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTAMAR PLOTZKERPreparerPersonNm
PTINP02047230PTIN
Phone6177311222PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$51,432,889FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$94,060InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$94,060InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$94,060InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$996,054DividendsRevAndExpnssAmt
Dividends Net Invst Incm$996,054DividendsNetInvstIncmAmt
Dividends Adj Net Incm$996,054DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$427,206NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,569,194GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$662,908TotalRevAndExpnssAmt
Total Net Invst Incm$1,090,114TotalNetInvstIncmAmt
Total Adj Net Incm$1,090,114TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$142,368CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$14,237CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$128,131CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$186,915OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$18,691OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$168,224OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$142,388PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$14,238PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$126,715PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,750LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,375LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$1,375LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$18,975AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$9,488AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$9,487AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$42,075OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$40,207OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,014OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$39,268TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,542TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$22,884TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$8,098DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$8,098DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$7,659OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$765OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$7,875OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$14,385TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$14,774TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$50,352OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,034OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$36,275OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$655,233TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$106,577TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$8,098TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$517,754TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,462,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,472,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,117,233TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$106,577TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$8,098TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,989,754TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,454,325ExcessRevenueOverExpensesAmt
Net Investment Income$983,537NetInvestmentIncomeAmt
Adjusted Net Income$1,082,016AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,627,000SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,351,488SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,351,488SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$14,943PrepaidExpensesBOYAmt
Prepaid Expenses EOY$8,219PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$8,219PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$57,105,668CorporateStockBOYAmt
Corporate Stock EOY$45,013,640CorporateStockEOYAmt
Corporate Stock EOYFMV$45,013,640CorporateStockEOYFMVAmt
Corporate Bonds BOY$4,245,517CorporateBondsBOYAmt
Corporate Bonds EOY$3,884,577CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,884,577CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$355,544LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$235,334LandBldgEquipAccumDeprecAmt
Land BOY$128,308LandBOYAmt
Land EOY$120,210LandEOYAmt
Land EOYFMV$120,210LandEOYFMVAmt
Other Assets BOY$30,351OtherAssetsBOYAmt
Other Assets EOY$54,755OtherAssetsEOYAmt
Other Assets EOYFMV$54,755OtherAssetsEOYFMVAmt
Total Assets BOY$63,151,787TotalAssetsBOYAmt
Total Assets EOY$51,432,889TotalAssetsEOYAmt
Total Assets EOYFMV$51,432,889TotalAssetsEOYFMVAmt
Accounts Payable BOY$50,741AccountsPayableBOYAmt
Accounts Payable EOY$53,631AccountsPayableEOYAmt
Grants Payable BOY$10,000GrantsPayableBOYAmt
Other Liabilities BOY$227,629OtherLiabilitiesBOYAmt
Other Liabilities EOY$53,685OtherLiabilitiesEOYAmt
Total Liabilities BOY$288,370TotalLiabilitiesBOYAmt
Total Liabilities EOY$107,316TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$62,863,417NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$51,325,573NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$62,863,417TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$51,325,573TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$63,151,787TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$51,432,889TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$62,863,417TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,454,325ExcessRevenueOverExpensesAmt
Other Increases$126,609OtherIncreasesAmt
Subtotal$60,535,701SubtotalAmt
Other Decreases$9,210,128OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$51,325,573TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$7,569,194GrossSalesPriceAmt
Cost Or Other Basis$7,996,400CostOrOtherBasisAmt
Gain Or Loss-$427,206GainOrLossAmt
Gains Minus Excess Or Losses-$427,206GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$427,206CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$427,206NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,671InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13,671SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13,671TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$44,246EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$44,246TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$30,575OverpaymentAmt
Applied To ES Tax$30,575AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.ISLANDFDN.ORGWebsiteAddressTxt
Individual With BooksOLIVER MOORE TREASURERIndividualWithBooksNm
Phone5087482809PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1589 MILL STREET PO BOX 1605AddressLine1Txt
CityMARIONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02738ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (17 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HANNAH MOORE
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
DOUGLAS WATSON
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
DENISE PORCHE
589 MILL STREET PO BOX 1605MARIONMA02738ASST CLERK/EXEC DIRECTOR40.00$142,368$45,107$0
ELEANOR EVANS
589 MILL STREET PO BOX 1605MARIONMA02738CLERK0.00$0$0$0
KATHARINE CLARK
589 MILL STREET PO BOX 1605MARIONMA02738VICE PRESIDENT5.00$0$0$0
KIM CLARK
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
WILLIAM CLARK
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
DAVID CLARK
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
CHRISTOPHER MOORE
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
MICHAEL MOORE
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
OLIVER MOORE
589 MILL STREET PO BOX 1605MARIONMA02738TREASURER5.00$0$0$0
SAMUEL MOORE
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
HANNAH NESBEDA
589 MILL STREET PO BOX 1605MARIONMA02738PRESIDENT5.00$0$0$0
JOANN WATSON
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
HELEN TUPPER
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
STEPHEN CLARK
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
JACKIELYN MATTHEWS
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
ANDREA L BOGOMOLNI
589 MILL STREET PO BOX 1605MARIONMA02738PROGRAM OFFICER40.00$81,947$32,554$0
RAYANA M GRACE
589 MILL STREET PO BOX 1605MARIONMA02738PROGRAM OFFICER40.00$74,160$31,386$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION'S PRIORITIES FALL WITHIN FOUR MAJOR CATEGORIES - ENVIRONMENT, NEW BEDFORD, ALTERNATIVE EDUCATION AND WOMEN & GIRLS. IN EXCESS OF 150 CHARITABLE ORGANIZATIONS RECEIVED GRANTS IN 2022.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$52,952,031AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,584,828AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$54,536,859TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$54,536,859AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$818,053CashDeemedCharitableAmt
Net Vl Noncharitable Assets$53,718,806NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,685,940MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,685,940MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,671TaxBasedOnInvestmentIncomeAmt
Total Tax$13,671TotalTaxAmt
Distributable Before Adj$2,672,269DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,672,269DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,672,269DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,989,754ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,989,754QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,672,269DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$244,031ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$261,264ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$527,764ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$90,513ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$71,030ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,194,602TotalExcessDistributionCyovAmt
Qualifying Distributions$2,989,754QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,672,269AppliedToCurrentYearAmt
Remaining Distri From Corpus$317,485RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,512,087TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$244,031ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,268,056ExcessDistriCyovToNextYrAmt
Excess From Year4$261,264ExcessFromYear4Amt
Excess From Year3$527,764ExcessFromYear3Amt
Excess From Year2$90,513ExcessFromYear2Amt
Excess From Year1$71,030ExcessFromYear1Amt
Excess From Current Year$317,485ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDENISE PORCHERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1589 MILL STREET PO BOX 1605AddressLine1Txt
CityMARIONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02738ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5087482809RecipientPhoneNum
Form And Info And MaterialsAPPLYING IS A TWO-STEP PROCESS - A LETTER OF INQUIRY OR PHONE CALL AND SENDING THE FOUNDATION A FULL PROPOSAL. INCLUDE WITH LETTER OF INQUIRY A DESCRIPTION OF THE PROJECT, OR CALL THE FOUNDATION TO DISCUSS THE PROJECT IDEA. INCLUDE WITH THE PROPOSAL A COVER LETTER THAT SPECIFIES THE AMOUNT OF FUNDING SOUGHT, SUMMARY OF THE PROPOSAL IDEA, PRODUCTS AND TIMEFRAME. THREE TO FIVE PAGES WHICH BRIEFLY DESCRIBE THE HISTORY OF THE ORG., PROJECT GOALS, METHODS FOR REACHING GOALS, NEED FOR THE PROJECT, QUALIFICATIONS OF THE ORG. AND STAFF, AND MEASURES OF SUCCESS. ATTACH A PROJECT BUDGET AND PAST AND CURRENT YEAR BUDGETS FOR THE OVERALL ORG., RECENT FINANCIAL STATEMENT OR AUDIT, LIST OF BOARD OF DIRECTORS AND STAFF, IRS DETERMINATION LETTER INDICATING EXEMPT STATUS, ALSO IF USING A FISCAL AGENT PLEASE INCLUDE A LETTER FROM THIS ORG. AND SUPPLEMENTARY MATERIALS SUCH AS ANNUAL REPORTS, NEWLETTERS, MEDIA COVERAGE AND OR BROCHURES.FormAndInfoAndMaterialsTxt
Submission DeadlinesDUE MARCH 1ST, JUNE 1ST, SEPTEMBER 1ST, DECEMBER 1ST FOR FUNDS TO BE DISTRIBUTED THE FOLLOWING MONTHSubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION DOES NOT SUPPORT REQUESTS FROM INDIVIDUALS, RELIGIOUS ORGANIZATIONS OR FOR PROFIT ORGANIZATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (188 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientUSAddress/AddressLine2Txt
ACADIA CENTER
PO BOX 583ROCKPORTME04856N/APCACCELERATING CLIMATE ACTION IN MASSACHUSETTS$15,000
AFRICAN ALLIANCE OF RHODE ISLAND
PO BOX 27874PROVIDENCERI02907N/APCIMPROVING FOOD SECURITY AND NUTRITION FOR LOW-ACCESS COMMUNITIES IN PROVIDENCE, RI$10,000
AMMONOOSUC CONSERVATION TRUST
PO BOX 191FRANCONIANH03580N/APCGENERAL SUPPORT$5,000
ASSOCIATED SCIENTISTS AT WOODS HOLE
PO BOX 721WOODS HOLEMA02543N/APCCOST-SHARE SUPPORT FOR PUBLICATION OF RIGHT WHALE NEWS IN 2022$5,000
ATLANTA COMMUNITY FOOD BANK INC
3400 NORTH DESERT DRIVEATLANTAGA30344N/APCGENERAL SUPPORT$3,000
BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM
780 ALBANY STREETBOSTONMA02118N/APCGENERAL SUPPORT$3,680
BOW SEAT OCEAN AWARENESS PROGRAMS
PO BOX 1156BILLERICAMA01821N/APC2023 OCEAN AWARENESS CONTEST$10,000
BOYS & GIRLS CLUB OF GREATER NEW BEDFORD
166 JENNEY STREETNEW BEDFORDMA02740N/APCGENERAL SUPPORT$30,000
CAPE & ISLANDS SELF-RELIANCE
PO BOX 396NORTH FALMOUTHMA02556N/APCSOUTHCOAST ENERGY CHALLENGE$10,000
CAPE VERDEAN ASSOCIATION IN NEW BEDFORD INC
128 UNION ST STE 100NEW BEDFORDMA027406391N/APCCAPE VERDEAN ASSOCIATION IN NEW BEDFORD GENERAL OPERATING 2022$12,000
CARBONFUNDORG FOUNDATION INC
853 MAIN STREETEAST AURORANY14052N/APCGENERAL SUPPORT$4,000
CARBONFUNDORG FOUNDATION INC
853 MAIN STREETEAST AURORANY14052N/APCGENERAL SUPPORT$4,000
CATERPILLAR LAB INC
369 OLD CHESHAM RDMARLBOROUGHNH034553109N/APCGENERAL SUPPORT$2,000
CATHOLIC SOCIAL SERVICES OF FALL RIVER INC
1600 BAY STREETFALL RIVERMA02724N/APCCSS IMMIGRATION LAW PROGRAMS-ILEAP & IVRP$30,000
CENTRO COMUNITARIO DE TRABAJADORES
1532 ACUSHNET AVENEW BEDFORDMA02746N/APCCENTRO COMUNITARIO DE TRABAJADORES, INC.$25,000
CIRCUS ARTS CONSERVATORY INC
2075 BAHIA VISTA STREETSARASOTAFL34239N/APCGENERAL SUPPORT$3,000
CLEAN OCEAN ACCESS
3 HASKELL AVENUENEWPORTRI02840N/APCLAND TO SEA SPEAKER SERIES$10,000
COALITION FOR SOCIAL JUSTICE EDUCATION FUND INC
558 PLEASANT ST STE 309NEW BEDFORDMA02740N/APCCSJ ANTI-POVERTY & ENVIRONMENTAL JUSTICE$5,000
COALITION FOR SOCIAL JUSTICE EDUCATION FUND INC
558 PLEASANT ST STE 309NEW BEDFORDMA02740N/APCCSJ ANTI-POVERTY & ENVIRONMENTAL JUSTICE$15,000
COMMUNITY BOATING CENTER INC
1641 PADANARAM AVENUENEW BEDFORDMA02740N/APCCOMMUNITY BOATING CENTER OF NEW BEDFORD - JUNIOR INSTRUCTOR PROGRAM$25,000
COMMUNITY BOATING CENTER INC
1641 PADANARAM AVENUENEW BEDFORDMA02740N/APCGENERAL SUPPORT$4,000
COMMUNITY BOATING CENTER INC
1641 PADANARAM AVENUENEW BEDFORDMA02740N/APCGENERAL SUPPORT$3,000
COMMUNITY BOATING CENTER INC
1641 PADANARAM AVENUENEW BEDFORDMA02740N/APCGENERAL SUPPORT$4,000
COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SOUTHEASTERN MA
PO BOX 63005NEW BEDFORDMA02746N/APCGENERAL SUPPORT$30,000
COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SOUTHEASTERN MA
PO BOX 63005NEW BEDFORDMA02746N/APCMUJERES VICTORIOSAS$20,000
COMMUNITY FOUNDATION OF THE VIRGIN ISLANDS INC
N/APCVIPCA MARINE APPRENTICESHIP$25,000PO BOX 380ST THOMASVQ00804
COMPACT OF CAPE COD CONSERVATION TRUSTS INC
PO BOX 443BARNSTABLEMA02630N/APCGENERAL SUPPORT - "BROADENING LANDSCAPE SCALE CONSERVATION IN SOUTHEASTERN MASSACHUSETTS INITIATIVE"$20,000
CONSERVATION LAW FOUNDATION
62 SUMMER STREETBOSTONMA02110N/APCBUILD COMMUNITY POWER FOR ENVIRONMENTAL JUSTICE$20,000
CREATURE CONSERVE INC
19 MANN AVE APT 3NEWPORTRI028407717N/APCCREATURE CONSERVE GENERAL OPERATING SUPPORT$10,000
CROSSROADS RHODE ISLAND
160 BROAD STREETPROVIDENCERI02903N/APCGENERAL SUPPORT$2,300
DENNIS CONSERVATION LAND TRUST
PO BOX 67EAST DENNISMA02641N/APCDCLT 2022 TRAILS FOR ALL - ACCESSIBILITY AND INTERPRETIVE SIGNAGE PROJECT$5,000
DENNISON MEMORIAL COMMUNITY CENTER
755 SOUTH FIRST STREETNEW BEDFORDMA02744N/APCDENNISON ACADEMIC SUPPORT PROGRAM$25,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOORNEW YORKNY10006N/APCSUPPORT COVID IMMUNIZATION RESPONSE$4,000
DORCAS INTERNATIONAL INSTITUTE OF RHODE ISLAND
645 ELMWOOD AVENUEPROVIDENCERI02907N/APCGENERAL SUPPORT$20,000
DORCAS INTERNATIONAL INSTITUTE OF RHODE ISLAND
645 ELMWOOD AVENUEPROVIDENCERI02907N/APCSUPPORT OF SOUTH AND CENTRAL AMERICAN MIGRANTS$33,000
DOWNEAST INSTITUTE
PO BOX 83 39 WILDFLOWER LANEBEALSME04611N/APCLET'S FIND OUT$5,000
DREAM OUT LOUD CENTER INC
127 WEST RODNEY FRENCH BLVDNEW BEDFORDMA02744N/APCTHE CREATIVE CAREERS PROGRAM$15,000
EASTERN MASSACHUSETTS ABORTION FUND
955 MASSACHUSETTS AVENUE 427CAMBRIDGEMA02139N/APCGENERAL SUPPORT$5,000
EASTERN MASSACHUSETTS ABORTION FUND
955 MASSACHUSETTS AVENUE 427CAMBRIDGEMA02139N/APCEASTERN MASSACHUSETTS ABORTION FUND GENERAL SUPPORT$25,000
EATING WITH THE ECOSYSTEM
PO BOX 295WAKEFIELDRI02880N/APCGENERAL OPERATING SUPPORT FOR EATING WITH THE ECOSYSTEM$13,000
ECORI NEWS
10 DAVOL ST SUITE 100PROVIDENCERI02903N/APCENVIRONMENTAL AND CLIMATE-JUSTICE REPORTING$15,000
EMERSON COLLEGE
120 BOYLSTON STBOSTONMA02116N/APCGENERAL SUPPORT$1,000
ENTREPRENEURSHIP FOR ALL INC
175 CABOT STREET SUITE 310LOWELLMA01854N/APCENTREPRENEURSHIP FOR ALL (EFORALL) SOUTH COAST - GENERAL PROGRAM SUPPORT$15,000
ENVIRONMENTAL GRANTMAKERS ASSOCIATION
475 RIVERSIDE DRIVE SUITE 960NEW YORKNY10115N/APCEGA NEXT GENERATION FELLOWSHIP RESEARCH & DEVELOPMENT SUPPORT$23,000
EPISCOPAL DIOCESE OF NHST FRANCIS' CHAPEL
63 GREEN STCONCORDNH03301N/APCST. FRANCIS CHAPEL$2,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL36104N/APCGENERAL SUPPORT$2,200
FEDERATED CHURCH OF MARLBOROUGHCOMMUNITY HOUSE
16 PLEASANT STREETMARLBOROUGHNH03455N/APCMARLBOROUGH FOOD PANTRY$2,000
FOOD CORPS INC
1140 SE 7TH AVE SUITE 110PORTLANDOR97214N/APCFOODCORPS MASSACHUSETTS CONNECTING KIDS TO HEALTHY FOOD IN NEW BEDFORD PUBLIC SCHOOLS$10,000
FOSTER PARROTS
PO BOX 34HOPE VALLEYRI02832N/APCGENERAL SUPPORT$1,600
FREED SEED FEDERATION INC
PO BOX 3090WESTPORTMA02790N/APCGENERAL SUPPORT FOR REGIONAL ADAPTATION AND BREEDING OF PUBLIC DOMAIN SEED$10,000
GALLERY X
169 WILLIAM STREETNEW BEDFORDMA02740N/APCGENERAL SUPPORT$10,000
GLOBAL GREENGRANTS FUND
2840 WILDERNESS PLACE SUITE ABOULDERCO80301N/APCGENERAL SUPPORT$8,000
GLOBAL IMPACT
1199 NORTH FAIRFAX STREET SUITE 300ALEXANDRIAVA22314N/APCMASSACHUSETTS CIVIC LEARNING COALITION$10,000
GLOBAL IMPACT
1199 NORTH FAIRFAX STREET SUITE 300ALEXANDRIAVA22314N/APCACOUSTIC FISHING GEAR MARKING DEVELOPMENT FUND$1,800
GLOBAL IMPACT
1199 NORTH FAIRFAX STREET SUITE 300ALEXANDRIAVA22314N/APCGEAR MARKING DEVELOPMENT FUND$20,200
GOOD NEIGHBORS INC
55 TURNER AVENUEEAST PROVIDENCERI02915N/APCGENERAL SUPPORT$1,000
GROUNDWORK LAWRENCE
50 ISLAND STREET SUITE 101 ENTRANCELAWRENCEMA01840N/APCGROUNDWORK SOUTHCOAST$20,000B
GULF OF MAINE RESEARCH INSTITUTE
350 COMMERCIAL STREETPORTLANDME04101N/APCTRANSLATING SCIENTIFIC KNOWLEDGE FOR MARINE STAKEHOLDERS IN THE GULF OF MAINE REGION$15,000
HABITAT FOR HUMANITY OF THE LEHIGH VALLEY
245 N GRAHAM STALLENTOWNPA18109N/APCGENERAL SUPPORT$8,000
HEALTH IMPERATIVES INC
942 CHESTNUT STREETBROCKTONMA02031N/APCHEALTH IMPERATIVES GENERAL SUPPORT$20,000
HUMANE SOCIETY & SHELTER SOUTHCOAST
31 VENTURA DRIVEN DARTMOUTHMA02747N/APCGENERAL SUPPORT$1,500
IMMIGRANTS' ASSISTANCE CENTER INC
58 CRAPO STREETNEW BEDFORDMA02740N/APCGENERAL SUPPORT$25,000
INSTITUTO DE CONSERVACION DE BALLENAS (ICB) ARGENTINA
N/APCIS POOR BODY CONDITION CAUSING THE HIGH SOUTHERN RIGHT WHALE CALF MORTALITY IN PENNSULA VALDS?$10,000OHIGGINS 4380 CP 1429 CABABUENOS AIRESAR
JOHNS HOPKINS UNIVERSITY
3910 KESWICK ROAD SUITE N2100BALTIMOREMD21211N/APCJOHNS HOPKINS CENTER FOR GUN VIOLENCE PREVENTION AND POLICY$8,000
JONES RIVER WATERSHED ASSOCIATION
55 LANDING ROADKINGSTONMA02364N/APCGENERAL SUPPORT FOR RIVER CONNECTIVITY, FISH PASSAGE & RESILIENCY IN THE JONES RIVER ECOSYSTEM$10,000
JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS
128 UNION STREET / SUITE 304NEW BEDFORDMA02740N/APCGENERAL SUPPORT$10,000
KITTY ANGELS
PO BOX 638TYNGSBOROUGHMA01879N/APCGENERAL SUPPORT$2,000
LEAGUE OF WOMEN VOTERS OF RHODE ISLAND EDUCATION FUND
1 RICHMOND SQUARE SUITE 220 A-WPROVIDENCERI02906N/APCGENERAL SUPPORT$1,150
LEAGUE OF WOMEN VOTERS OF RHODE ISLAND EDUCATION FUND
1 RICHMOND SQUARE SUITE 220 A-WPROVIDENCERI02906N/APCGENERAL SUPPORT$1,150
MA COALITION TO PREVENT GUN VIOLENCE
11 BEACON STREET SUITE 722BOSTONMA02108N/APCGENERAL SUPPORT$15,000
MAINE CENTER FOR COASTAL FISHERIES
PO BOX 27 13 ATLANTIC AVENUESTONINGTONME04681N/APCECOSYSTEM-BASED MANAGEMENT - EASTERN MAINE - EM3C$20,000
MAINE CENTER FOR PUBLIC INTEREST REPORTING
PO BOX 284HALLOWELLME04347N/APCSUPPORT FOR COMPREHENSIVE, LOCAL ENVIRONMENTAL REPORTING IN MAINE$15,000
MARION EMT ASSOCIATION MARION POLICE AND FIRE STATION
651 POINT ROADMARIONMA027382310N/APCMARION FIRE DEPARTMENT$8,000
MARION LIBRARY ASSOCIATION
8 SPRING STREETMARIONMA02738N/APCGENERAL SUPPORT AND SUMMER READING PROGRAM$1,000
MARION NATURAL HISTORY SOCIETY INC
8 SPRING STMARIONMA02738N/APCGENERAL SUPPORT$1,500
MASSACHUSETTS AUDUBON SOCIETY
208 SOUTH GREAT ROADLINCOLNMA01773N/APCCOASTAL CONSERVATION IN URBAN AND SUBURBAN COMMUNITIES$20,000
MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
111 WEST 33RD 10TH FLOORNEW YORKNY10120N/APCTRANSFORMING PARKINSON'S RESEARCH TOWARD A CURE$25,000
MOONSHOTS FOR UNICORNS
1664 OXFORD STBERKELEYCA947091608N/APCGENERAL SUPPORT$2,000
MORRIS ANIMAL FOUNDATION
720 S COLORADO BLVDDENVERCO80246N/APCFOR GOLDEN RETRIEVER CANCER RESEARCH$2,300
MY BROTHER'S WORKSHOP
N/APCGENERAL SUPPORT$4,000PO BOX 503205ST THOMASVQ00805
NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE
95 CEDAR STREETNEW BEDFORDMA027403944N/APCNAACP NEW BEDFORD BRANCH: GENERAL SUPPORT GRANT$15,000
NATIONAL AUDUBON SOCIETY
11 AUDUBON ROADBREMENME04551N/APCAUDUBON SEABIRD AND FORAGE FISH INTERNSHIP PROGRAM$10,000
NATIVE LAND CONSERVANCY
PO BOX 974MASHPEEMA02649N/APCINDIGENOUS TEACHINGS WITH THE ELEMENTS - AIR VIDEO$20,000
NATIVITY PREPARATORY SCHOOL NEW BEDFORD
66 SPRING STREETNEW BEDFORDMA02740N/APCGENERAL SUPPORT$25,000
NATURAL RESOURCES COUNCIL OF MAINE
3 WADE STREETAUGUSTAME04330N/APCPROTECTING THE NATURE OF MAINE$20,000
NEW BEDFORD HISTORICAL SOCIETY
21 SEVENTH STREETNEW BEDFORDMA02740N/APCNEW BEDFORD HISTORICAL SOCIETY$15,000
NEW BEDFORD LIGHT
127 WEST RODNEY FRENCH BLVD KILBURNNEW BEDFORDMA02744N/APCGENERAL SUPPORT$30,000MILL
NEW BEDFORD MUSEUM & ART CENTER INC DBA NEW BEDFORD ART MUSEUMARTWORKS
608 PLEASANT STREETNEW BEDFORDMA02740N/APCNBAM/ARTWORKS! GENERAL OPERATIONS & EXPANSION PROJECT$25,000
NEW BEDFORD STAR KIDS SCHOLARSHIP PROGRAM
POBOX 50494NEW BEDFORDMA02745N/APCEDUCATIONAL OPPORTUNITIES FOR AT RISK LOW INCOME CHILDREN$20,000
NEW BEDFORD SYMPHONY ORCHESTRA
128 UNION STREET SUITE 204NEW BEDFORDMA02741N/APCLEARNING IN CONCERT 2021-22$10,000
NEW BEDFORD WHALING MUSEUM
18 JOHNNY CAKE HILLNEW BEDFORDMA02740N/APCHIGH SCHOOL APPRENTICESHIP PROGRAM$20,000
NEW BEDFORD WHALING MUSEUM
18 JOHNNY CAKE HILLNEW BEDFORDMA02740N/APCMATTISON EXHIBITION$3,000
NEW ENGLAND AQUARIUM
NEW ENGLAND AQUARIUM CENTRAL WHARFBOSTONMA02110N/APCNORTH ATLANTIC RIGHT WHALE AND ROPELESS CONSORTIA$25,000
NEW ENGLAND AQUARIUM
NEW ENGLAND AQUARIUM CENTRAL WHARFBOSTONMA02110N/APCRIGHT WHALE RESEARCH IN U.S. AND CANADIAN WATERS IN 2022/2023$50,000
NEW ENGLAND GRASSROOTS ENVIRONMENT FUND
PO BOX 611NEWMARKETNH03857N/APCSTRENGTHENING AND SUPPORTING ENVIRONMENTAL GRASSROOTS ACTION$30,000
NEW LEARNING JOURNEY
700 BRAGG HILL ROADFAYSTONVT05673N/APCCONSERVATION RESILIENCY FELLOWSHIP$15,000
NEW URBAN ARTS
705 WESTMINSTER STREETPROVIDENCERI02903N/APCMEO - LAND AND SEA$15,000
NORTH & SOUTH RIVER WATERSHED ASSOCIATION
PO BOX 43 214 SOUTH STREETNORWELLMA02061N/APCFORM SE MA WATER RESILIENCE TASK FORCE & QUARTERLY WAA MEETINGS$5,000
NORTH AMERICAN MARINE ALLIANCE
222 MAIN STREETGLOUCESTERMA01930N/APCGENERAL SUPPORT FOR WORK TO STOP THE PRIVATIZATION AND CORPORATE TAKEOVER OF THE OCEAN AND FISHERIES$25,000
NORTHSTAR LEARNING CENTERS
53 LINDEN STREETNEW BEDFORDMA02740N/APCDIVERSION AND ASSISTANCE PROGRAM$30,000
NORTHSTAR LEARNING CENTERS
53 LINDEN STREETNEW BEDFORDMA02740N/APCTHE BASICS SOUTHCOAST$13,000
ONE TREE PLANTED INC
145 PINE HAVEN SHORES ROAD 1000DSHELBURNEVT05482N/APCFOR TREE PLANTING$4,000
ONEGOAL
PO BOX 734137CHICAGOIL606734137N/APCCLOSING THE MASSACHUSETTS DEGREE DIVIDE THROUGH POSTSECONDARY PLANNING AND SUPPORT - SOUTH COAST$15,000
OUR SISTERS' SCHOOL INC
145 BROWNELL AVENUENEW BEDFORDMA02740N/APCGENERAL OPERATING SUPPORT$25,000
PARTNERS IN HEALTH
PO BOX 996FREDERICKMD217059942N/APCGENERAL SUPPORT$3,680
PARTNERS IN HEALTH
PO BOX 996FREDERICKMD217059942N/APCMATERNAL CENTER OF EXCELLENCE$10,000
PAUL CUFFEE SCHOOL
459 PROMENADE STREETPROVIDENCERI02908N/APCEXPANDING LITERACY THROUGH FARM IMMERSION EXPERIENCES AT PAT'S PASTURED$10,000
PENIKESE ISLAND SCHOOL INC
PO BOX 161WOODS HOLEMA02543N/APCPENIKESE ISLAND SCHOOL SUPPORT 2022$10,000
PEOPLE ACTING IN COMMUNITY ENDEAVORS (PACE) INC
166 WILLIAM STREETNEW BEDFORDMA02740N/APCNEW BEDFORD CLEMENTE COURSE IN THE HUMANITIES$5,000
PEOPLE ACTING IN COMMUNITY ENDEAVORS (PACE) INC
166 WILLIAM STREETNEW BEDFORDMA02740N/APCPACE YOUTHBUILD NEW BEDFORD$25,000
PEOPLE ACTING IN COMMUNITY ENDEAVORS (PACE) INC
166 WILLIAM STREETNEW BEDFORDMA02740N/APCPACE FUEL ASSISTANCE LIFELINE$20,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038N/APCGENERAL SUPPORT$8,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038N/APCIMPROVING REPRODUCTIVE HEALTH AND RIGHTS ABROAD: PLANNED PARENTHOOD GLOBAL$20,000
PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND
345 WHITNEY AVENUENEW HAVENCT06511N/APCGENERAL SUPPORT$2,300
POCASSET POKENOKET LANDTRUST INDIGENOUS PEOPLES NETWORK
44 BEDSON RDCRANSTONRI02910N/APCINDIGENOUS ROOTS FOREVER$25,000
PROJECT SOUTH THE INSTITUTE FOR THE ELIMINATION POVERTY & GENOCIDE
9 GAMMON AVENUE SEATLANTAGA30315N/APCSISTA FIRE$20,000
QUEBEC-LABRADOR FOUNDATION INC
4 SOUTH MAIN STREETIPSWICHMA01938N/APCGENERAL SUPPORT: BIODIVERSITY CONSERVATION$25,000
RAZOM
140 2ND AVENUE SUITE 305NEW YORKNY10003N/APCGENERAL SUPPORT$8,000
RAZOM
140 2ND AVENUENEW YORKNY10003N/APCGENERAL SUPPORT$8,000
RED TOMATO
50 SIMS AVENUEPROVIDENCERI02909N/APCRED TOMATO GROWS AS A MORE EFFECTIVE LEADER AND STORYTELLER IN THE GOOD FOOD MOVEMENT$25,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA
ONE SHIELDS AVENUEDAVISCA95616N/APCLONG-TERM INVESTIGATION OF SOUTHERN RIGHT WHALE UNUSUAL MORTALITY AT PENNSULA VALDS, ARGENTINA$18,000
RENEW NEW ENGLAND ALLIANCE
91 WILLIAMS STPROVIDENCERI029061028N/APCTHE PEOPLE'S PORT AUTHORITY$12,000
RESTORE AMERICAS ESTUARIES
2300 CLARENDON BLVD SUITE 603ARLINGTONVA22201N/APCPROMOTING DIVERSITY, EQUITY, AND INCLUSION AT THE 2022 NATIONAL COASTAL & ESTUARINE SUMMIT$5,000
RHODE ISLAND COMMUNITY FOOD BANK
200 NIANTIC AVENUEPROVIDENCERI02907N/APCGENERAL SUPPORT$1,150
RHODE ISLAND COMMUNITY FOOD BANK
200 NIANTIC AVENUEPROVIDENCERI02907N/APCGENERAL SUPPORT$1,150
RHODE ISLAND FOOD POLICY COUNCIL
10 DAVOL SQPROVIDENCERI029034754N/APCRIFPC: CREATING SUSTAINABLE CHANGE FOR PEOPLE, ECONOMY, AND ENVIRONMENT$6,000
RI SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
186 AMARAL STREETRIVERSIDERI02915N/APCGENERAL SUPPORT$1,600
ROSATI LEADERSHIP ACADEMY
PO BOX 7150LEWISTONME042437150N/APCGENERAL SUPPORT$4,000
RUFF RESIDENTS UNITED FOR FURRY FRIENDS
PO BOX 568WARRENRI02885N/APCGENERAL SUPPORT$1,600
SAFE VOICES
PO BOX 713AUBURNME04212N/APCDOMESTIC VIOLENCE AND SEX TRAFFICKING RESOURCE CENTER$100,000
SAFE VOICES
PO BOX 713AUBURNME04212N/APCGENERAL SUPPORT$15,000
SAIL NEWPORT
72 FORT ADAMS DRNEWPORTRI02840N/APCGENERAL SUPPORT$3,000
SAVE THE BAY INC
100 SAVE THE BAY DRIVEPROVIDENCERI02905N/APCFY 2023 INITIATIVES - PROTECT & IMPROVE NARRAGANSETT BAY$30,000
SAVE THE BAY INC
100 SAVE THE BAY DRIVEPROVIDENCERI02905N/APCGENERAL SUPPORT$1,000
SCHOOL ON WHEELS OF MASSACHUSETTS
100 LAUREL ST SUITE 121EAST BRIDGEWATERMA02333N/APCGENERAL OPERATING - PATHWAYS TO SUCCESS FOR STUDENTS IMPACTED BY HOMELESSNESS & POVERTY$15,000
SHEILA C SKIP NOWELL LEADERSHIP ACADEMY
150 WASHINGTON STPROVIDENCERI029033300N/APCWORK-BASED LEARNING$10,000
SIPPICAN HISTORICAL SOCIETY
PO BOX 541MARIONMA02738N/APCGENERAL SUPPORT$2,000
SOCIAL ENTERPRISE GREENHOUSE
10 DAVOL SQUAREPROVIDENCERI02909N/APCWATER, ENERGY, AND ENVIRONMENT INITIATIVE (SEG)$15,000
SOMALI BANTU COMMUNITY LEWISTON OF MAINE
222 PINE STLEWISTONME04240N/APCSBCA YOUTH PROGRAM DEVELOPMENT$13,000
SOUTH COAST LGBTQ NETWORK INC
PO BOX 8473NEW BEDFORDMA027428473N/APCGENERAL SUPPORT$15,000
SOUTH COASTAL COUNTIES LEGAL SERVICES INC
22 BEDFORD STREET PO BOX 2507FALL RIVERMA027222507N/APCEDUCATION ADVOCACY PROJECT$20,000
SOUTHCOAST COMMUNITY FOUNDATION
128 UNION STREET SUITE 403NEW BEDFORDMA02740N/APCOLD BEDFORD VILLAGE DEVELOPMENT INC GENERAL SUPPORT AND PROGRAM ASSISTANCE$10,000
SOUTHCOAST COMMUNITY FOUNDATION
128 UNION STREET SUITE 403NEW BEDFORDMA02740N/APCAHA! (ARTS, HISTORY, ARCHITECTURE) NEW BEDFORD$15,000
SOUTHEASTERN MASSACHUSETTS AGRICULTURAL PARTNERSHIP (SEMAP)
PO BOX 80625DARTMOUTHMA02748N/APC2022 SUPPORT FOR THE SOUTHEASTERN MASSACHUSETTS AGRICULTURAL PARTNERSHIP$25,000
SOUTHSIDE COMMUNITY LAND TRUST
109 SOMERSET STREETPROVIDENCERI02907N/APCHELPING SMALL-SCALE, REGENERATIVE FARMERS SUCCEED IN RHODE ISLAND$20,000
STRATEGIES FOR YOUTH
PO BOX 390174CAMBRIDGEMA02139N/APCMONITORING AND SHAPING YOUTH--POLICE POLICY REFORM$10,000
STRIVETOGETHER INC
125 EAST 9TH ST 2ND FLCINCINNATIOH45202N/APCGENERAL SUPPORT$2,300
STRONG TOWNS
1001 KINGWOOD STREET SUITE 116BRAINERDMN56401N/APCGENERAL SUPPORT$1,000
SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS FUNDERS
133 EAST DE LA GUERRA 306SANTA BARBARACA93101N/APCEXPANSION OF POLICY STAFF AND FUNDER POLICY ENGAGEMENT ACTIVITIES$7,000
THE BRIGID ALLIANCE
PO BOX 58NEW YORKNY10024N/APCBRIGID ALLIANCE GENERAL SUPPORT$20,000
THE CENTER FOR GRIEVING CHILDREN
555 FOREST AVEPORTLANDME041011504N/APCGENERAL SUPPORT$2,000
THE ECOLOGY SCHOOL
184 SIMPSON ROADSACOME04072N/APCTHE ECOLOGY SCHOOLS AGROECOLOGY FOR RESILIENT COMMUNITIES (ARC) PROJECT$15,000
THE FAMILY PANTRY-DAMIEN'S PLACE
3065 CRANBERRY HIGHWAY PO BOX 730EAST WAREHAMMA02538N/APCGENERAL SUPPORT$15,000
THE FAMILY PANTRY-DAMIEN'S PLACE
3065 CRANBERRY HIGHWAY PO BOX 730EAST WAREHAMMA02538N/APCCAPITAL CAMPAIGN$30,000
THE FAMILY PANTRY-DAMIEN'S PLACE
3065 CRANBERRY HIGHWAY PO BOX 730EAST WAREHAMMA02538N/APCGENERAL SUPPORT$1,500
THE GREATER BOSTON FOOD BANK
70 SOUTH BAY AVENUEBOSTONMA02118N/APCGENERAL SUPPORT$640
THE GREENE SCHOOL
94 JOHN POTTER ROAD UNIT 3WEST GREENWICHRI02817N/APCGENERAL SUPPORT$10,000
THE LANDING SCHOOL OF BOATBUILDING AND DESIGN
286 RIVER ROADARUNDELME04046N/APCBERMUDA SCHOLARSHIP$40,000
THE LANDING SCHOOL OF BOATBUILDING AND DESIGN
286 RIVER ROADARUNDELME04046N/APCGENERAL SUPPORT$8,000
THE PROVIDENCE ANIMAL RESCUE LEAGUE
34 ELBOW STREETPROVIDENCERI02903N/APCGENERAL SUPPORT$1,600
THE ROBERT POTTER LEAGUE FOR ANIMALS
87 OLIPHANT LANEMIDDLETOWNRI02842N/APCGENERAL SUPPORT$1,600
THIRD SECTOR NEW ENGLAND
89 SOUTH STREET 7TH FLOORBOSTONMA02111N/APCTHE CARROT PROJECT-GENERAL SUPPORT$20,000
THIRD SECTOR NEW ENGLAND
89 SOUTH STREET 7TH FLOORBOSTONMA02111N/APCMASSACHUSETTS FOOD SYSTEM COLLABORATIVE$10,000
THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER
P O BOX 127BOSTONMA02127N/APCTHOMPSON ISLAND CONNECTIONS: INSPIRING CONFIDENCE AND CURIOSITY IN BPS MIDDLE SCHOOL STUDENTS$10,000
TOMAQUAG MUSEUM
390 A SUMMIT RDEXETERRI02822N/APCGENERAL SUPPORT$10,000
TRI-COUNTY MUSIC ASSOCIATION
PO BOX 414ROCHESTERMA02770N/APCGENERAL SUPPORT$2,000
TRI-COUNTY MUSIC ASSOCIATION
PO BOX 414ROCHESTERMA02770N/APCGENERAL SUPPORT$4,000
TUFTS MEDICAL CENTER TRUST
800 WASHINGTON STREET BOX 231BOSTONMA02111N/APCINKER FAMILY FUND 2022$25,000
UNITED INTERFAITH ACTION OF SOUTHEASTERN MASSACHUSETTS
228 NORTH MAIN STREETFALL RIVERMA02720N/APCUIA GENERAL SUPPORT$20,000
UNITED WAY OF GREATER NEW BEDFORD
DEMELLO INTERNATIONAL CENTER 128NEW BEDFORDMA02740N/APCUNITED WAY OF GREATER NEW BEDFORD HUNGER COMMISSION$10,000UNION STREET SUITE 105
UNITED WAY OF GREATER NEW BEDFORD
DEMELLO INTERNATIONAL CENTER 128NEW BEDFORDMA02740N/APCCHANGEMAKERS$10,000UNION STREET SUITE 105
UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY
PO BOX 412866BOSTONMA022412866N/APCSOUTH COAST NETWORK TO END HOMELESSNESS$10,000
UNIVERSITY OF MASSACHUSETTS DARTMOUTH
285 OLD WESTPORT ROADDARTMOUTHMA02747N/APCUPWARD BOUND STUDENT LEADERSHIP ACTIVITIES$10,000
UPSTREAM
PO BOX 1352DAMARISCOTTAME04543N/APCGENERAL SUPPORT$20,000
WATERFRONT HISTORIC AREA LEAGUE (WHALE)
15 JOHNNY CAKE HILLNEW BEDFORDMA02740N/APCWHALE GENERAL SUPPORT AND COMMUNITY CONSERVATION INDEX$20,000
WAYPOINT ADVENTURE
453 CONCORD AVENUELEXINGTONMA02421N/APCPROGRAM SUPPORT$10,000
WHALE AND DOLPHIN CONSERVATION INC
7 NELSON STREETPLYMOUTHMA02360N/APCMARINE MAMMAL CONSERVATION INTERNSHIP PROGRAM (2022)$13,000
WILDLANDS TRUST
675 LONG POND ROADPLYMOUTHMA02360N/APCWILDLANDS TRUST GENERAL OPERATIONS$18,000
WILSON MUSEUM
PO BOX 196CASTINEME04421N/APCTHE CALVIN PROJECT$5,000
WOMEN'S FUND OF RHODE ISLAND
133 DELAINE STREETPROVIDENCERI02909N/APCWOMEN'S POLICY INSTITUTE$10,000
WOPANAAK LANGUAGE AND CULTURAL WEETYOO INC
11 MARKET ST UNIT 2241MASHPEEMA026497106N/APCNUWPANT8MUN (WE SPEAK WAMPANOAG): YEAR-ROUND CULTURE BASED STEM & INTERGENERATIONAL PROFICIENCY$15,000
YMCA SOUTHCOAST INC
128 UNION STREET SUITE 304NEW BEDFORDMA02740N/APCFOOD INSECURITY PROGRAMMING$20,000
YMCA SOUTHCOAST INC
128 UNION STREET SUITE 304NEW BEDFORDMA02740N/APCSHARING THE HARVEST$1,500
YOUTH OPPORTUNITIES UNLIMITED INC
224 BROCK AVENUENEW BEDFORDMA02744N/APCGENERAL SUPPORT$25,000
YWCA OF SOUTHEASTERN MASSACHUSETTS
20 SOUTH SIXTH STREETNEW BEDFORDMA02740N/APCYWCA RACIAL JUSTICE OUTREACH AND EDUCATION PROGRAM$20,000
YWCA OF SOUTHEASTERN MASSACHUSETTS
20 SOUTH SIXTH STREETNEW BEDFORDMA02740N/APCWOMEN AND GIRLS HEALTH EQUITY$25,000
YWCA OF SOUTHEASTERN MASSACHUSETTS
20 SOUTH SIXTH STREETNEW BEDFORDMA02740N/APCTHE BIRTHING PROJECT$15,000
ZEPHYR EDUCATION FOUNDATION INC
54 WIDGEON RDFALMOUTHMA02540N/APCMARINE SCIENCE AND TECHNOLOGY PROGRAM FOR NEW BEDFORD STUDENTS.$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,472,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$94,060ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$996,054ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$427,206ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$662,908ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$662,908TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$18,975Amt
Net Investment Income$9,488NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$9,487DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSCHWAB BONDSBondNm
EOY Book Value$3,884,577EOYBookValueAmt
EOYFMV$3,884,577EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSCHWAB MUTUAL FUNDSStockNm
EOY Book Value$45,013,640EOYBookValueAmt
EOYFMV$45,013,640EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (5 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
LAND$44,850$0$44,850$44,850
BUILDING$150,150$127,635$22,515$22,515
BUILDING IMPROVEMENTS$94,937$47,360$47,577$47,577
EQUIPMENT$34,813$34,719$94$94
FURNITURE & FIXTURES$30,794$25,620$5,174$5,174

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$2,750LegalFeesAmt
Net Investment Income$1,375NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,375DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INTEREST RECEIVABLE$30,351$32,932$32,932
PREPAID FEDERAL INCOME TAXES$21,823$21,823

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN (LOSS)Desc
Amt$9,210,128Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES & SUBSCRIPTIONS$13,875$1,387$0$12,488
INSURANCE$6,517$651$0$0
OFFICE EXPENSES$23,080$2,308$0$17,770
REPAIRS & MAINTENANCE$6,880$688$0$6,017

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescDEFERRED FEDERAL EXCISE TAXDesc
Amt$126,609Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED FEDERAL EXCISE TAX$180,294$53,685
ACCRUED FEDERAL INCOME TAXES$47,335$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FINANCIAL CONSULTING$40,000$40,000$0$0
PAYROLL SERVICE FEE$2,075$207$0$2,014

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$24,889$2,489$0$22,400
FORM PC MA TAX$537$53$0$484
EXCISE TAX$13,842$0$0$0

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