BETA

SHAH CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SHAH CHARITABLE FOUNDATION (EIN 81-5082563)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202313189349105651
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)
Return2023-11-14T16:48:12-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043540129PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PAUL MCCOY FAMILY OFFICE SERVICES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line131 ST JAMES AVENUE SUITE 740AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN815082563EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHAH CHARITABLE FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O PAUL-MCCOY FAMILY OFFICEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSHAHBusinessNameControlTxt
Phone6179333620PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line131 SAINT JAMES AV 740AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNIRAJ SHAHPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6179333620PhoneNum
Signature2023-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNIRAJPersonFirstNm
Person LastSHAHPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACQUELINE R MCCOYPreparerPersonNm
PTINP00140149PTIN
Phone6179333600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$31,443,929FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$150,756InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$150,756InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$74,414NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$63,006GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$63,006CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$76,342TotalRevAndExpnssAmt
Total Net Invst Incm$213,762TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$495,365CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$495,365CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$915,820OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$915,820OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$200,053PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$200,053PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$12,652LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$12,652LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$78,547AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$78,547AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,971OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,971OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$89,906TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,135TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$88,771TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$15,540DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$18,583TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$18,583TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,672,352OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,652,683OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,500,789TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$81,653TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,383,927TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,219,898ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,219,898ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,720,687TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$81,653TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,603,825TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,644,345ExcessRevenueOverExpensesAmt
Net Investment Income$132,109NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,714,540CashBOYAmt
Cash EOY$8,706,435CashEOYAmt
Cash EOYFMV$8,706,435CashEOYFMVAmt
Corporate Stock BOY$75,410,178CorporateStockBOYAmt
Corporate Stock EOY$75,272,758CorporateStockEOYAmt
Corporate Stock EOYFMV$21,575,872CorporateStockEOYFMVAmt
Other Investments BOY$515,291OtherInvestmentsBOYAmt
Other Investments EOY$1,032,011OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,023,057OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$155,400LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$16,835LandBldgEquipAccumDeprecAmt
Land BOY$154,105LandBOYAmt
Land EOY$138,565LandEOYAmt
Land EOYFMV$138,565LandEOYFMVAmt
Total Assets BOY$92,794,114TotalAssetsBOYAmt
Total Assets EOY$85,149,769TotalAssetsEOYAmt
Total Assets EOYFMV$31,443,929TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$92,794,114RetainedEarningBOYAmt
Retained Earning EOY$85,149,769RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$92,794,114TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$85,149,769TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$92,794,114TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$85,149,769TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$92,794,114TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,644,345ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$85,149,769SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$85,149,769TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WAYFAIR INCD2016-01-012022-12-30$8,004$8,004$8,004
WAYFAIR INCD2016-01-012022-12-30$18,912$18,912$18,912
WAYFAIR INCD2016-01-012022-12-30$946$946$946
WAYFAIR INCD2016-01-012022-12-30$12,608$12,608$12,608
WAYFAIR INCD2016-01-012022-12-30$315$315$315
WAYFAIR INCD2016-01-012022-12-30$3,404$3,404$3,404
WAYFAIR INCD2016-01-012022-12-30$3,152$3,152$3,152
WAYFAIR INCD2016-01-012022-12-30$15,665$15,665$15,665
FieldValueIRS element (for citing)
Capital Gain Net Income$63,006CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,836InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,836SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,836TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$93,865EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$93,865TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$92,029OverpaymentAmt
Applied To ES Tax$92,029AppliedToESTaxAmt
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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPAUL MCCOY FAMILY OFFICE SERVICESIndividualWithBooksNm
Phone6139333620PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1SUITE 740 31 ST JAMES AVEAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JILL SHAH
31 ST JAMES AVE SUITE 740BOSTONMA02116PRESIDENT40.00$0$0$0
NIRAJ SHAH
31 ST JAMES AVE SUITE 740BOSTONMA02116TREASURER5.00$0$0$0
ROSS WILSON
251 NEWBURY STBOSTONMA02115MANAGER40.00$495,365$9,150$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
JOSH BLOCK
276 NEWBURY STREETBOSTONMA02116COMMUNICATIONS DIREC40.00$179,228$4,880$0
MARISA LOPES
276 NEWBURY STREETBOSTONMA02116OFFICE & EVENTS COOR40.00$137,583$3,862$0
ELIZA NOVICK
276 NEWBURY STREETBOSTONMA02116ANALYST40.00$130,946$3,554$0
MICHAEL MADIGAN
276 NEWBURY STREETBOSTONMA02116PROJECT MANAGER40.00$99,110$2,691$0
SAMANTHA PARDO
276 NEWBURY STREETBOSTONMA02116OFFICE & EVENTS COOR40.00$54,128$2,053$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
DAVID LEDGER
251 NEWBURY STBOSTONMA02115CONSULTING$146,250
PAUL MCCOY FAMILY OFFICE SERVICES
31 ST JAMES AVE STE 740BOSTONMA02116ACCOUNTING$51,551
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PROVIDING SUPPORT TO INNOVATIVE AND TRANSFORMATIVE WORK IN EDUCATION, HEALTHCARE AND THE COMMUNITY. THE FOUNDATION'S WORK AND SUPPORT IS PRIMARILY CENTERED IN BOSTON. DURING 2022, THE FOUNDATION PROVIDED RESEARCH AND EQUIPMENT TO ENABLE THE BOSTON PUBLIC SCHOOLS TO PROVIDE HEALTHY LUNCHES TO THEIR STUDENTS. THE FOUNDATION ALSO ASSISTED WITH THE EXPANSION OF BOSTON PUBLIC SCHOOLS MY WAY CAFE FOOD AND NUTRITION PROGRAM.Description1Txt
Expenses1$526,204Expenses1Amt

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$48,883,271AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,168,323AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,244,134FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$63,295,728TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$63,295,728AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$949,436CashDeemedCharitableAmt
Net Vl Noncharitable Assets$62,346,292NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,117,315MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,117,315MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,836TaxBasedOnInvestmentIncomeAmt
Total Tax$1,836TotalTaxAmt
Distributable Before Adj$3,115,479DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,115,479DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,115,479DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,603,825ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$194,722CharitableAssetsAcquisPaidAmt
Qualifying Distributions$7,798,547QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,115,479DistributableAsAdjustedAmt
Undistributed Income PY$6,693,352UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$7,798,547QualifyingDistributionsAmt
Applied To Year1$6,693,352AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,105,195AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$2,010,284UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJILL SHAHContributingManagerNm
Contributing ManagerNIRAJ SHAHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACHILLES INTERNATIONAL
314 WEST 39TH STREET SUITE 205NEW YORKNY10018NONEPCGENERAL PURPOSE$10,000
AIDSLIFECYCLE
1035 MARKET STREETSAN FRANCISCOCA94103NONEPCGENERAL PURPOSE$500
BAGLY INC
28 COURT SQUAREBOSTONMA02108NONEPCGENERAL PURPOSE$20,000
BOSTON EDUCATION DEVELOPMENT FUND
6 ROXBURY STREETROXBURYMA02119NONEPCGENERAL PURPOSE$5,000
THE BOSTON FOUNDATION
75 ARLINGTON STREET 3RD FLOORBOSTONMA02116NONEPCGENERAL PURPOSE$25,000
CAPE COD HEALTHCARE FOUNDATION
PO BOX 370HYANNISMA02601NONEPCGENERAL PURPOSE$273
SCHWAB CHARITABLE FUND
PO BOX 628298ORLANDOFL32862HOLDS A DONOR ADVISED FUND ACCOUNTPCGENERAL PURPOSE$1,000,000
CORNELL UNIVERSITY
130 E SENECA STREET SUITE 400ITHACANY14850NONENCGENERAL PURPOSE$1,000,000
CRANBERRY SUNSET FARM
1964 MAIN STREETMARSTON MILLSMA02648NONEPCGENERAL PURPOSE$2,500
DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVEBOSTONMA02215NONEPCGENERAL PURPOSE$250
EDNAVIGATOR INC
3205 ORLEANS AVENEW ORLEANSLA70119NONEPCGENERAL PURPOSE$250,000
ELIOT INNOVATION SCHOOL
585 COMMERCIAL STREETBOSTONMA02109NONENCGENERAL PURPOSE$50,000
FAMILY REACH FOUNDATION
142 BERKELEY STREET SUITE 310BOSTONMA02116NONEPCGENERAL PURPOSE$505
INDIASPORA
3450 SACRAMENTO ST 615SAN FRANCISCOCA94118NONEPCGENERAL PURPOSE$5,000
INNER-CITY SCHOLARSHIP FUND
1011 FIRST AVENUE SUITE 1800NEW YORKNY10022NONEPCGENERAL PURPOSE$10,000
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREETBOSTONMA02114NONENCGENERAL PURPOSE$1,300,000
MASSACHUSETTS WONDERFUND
600 WASHINGTON STREET 6TH FLOORBOSTONMA02111NONEPCGENERAL PURPOSE$100,000
MISSIONSAFE
1514A DORCHESTER AVEDORCHESTERMA02122NONEPCGENERAL PURPOSE$20,000
MOVEMBER
PO BOX 2040SANTA MONICACA90406NONEPCGENERAL PURPOSE$250
PAN MASS CHALLENGE
77 4TH AVENEEDHAMMA02494NONEPCGENERAL PURPOSE$1,280
PATHWAYS FOR CHILDREN
29 EMERSON AVENUEGLOUCSTERMA01930NONEPCGENERAL PURPOSE$10,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AV 2ND FLOORCAMBRIDGEMA02138NONENCGENERAL PURPOSE$25,875
PROJECT BREAD
145 BORDER STREETEAST BOSTONMA02128NONEPCGENERAL PURPOSE$265
PROVIDENCE COLLEGE
1 CUNNINGHAM SQUAREPROVIDENCERI02918NONENCGENERAL PURPOSE$100,000
THE BARACK OBAMA FOUNDATION
JACKSON PARKCHICAGOIL60649NONEPCGENERAL PURPOSE$225,000
THE TEACHER COLLABORATIVE
PO BOX 441645SOMERVILLEMA02144NONEPCGENERAL PURPOSE$35,000
UNITED SOUTH END SETTLEMENTS
48 RUTLAND STREETBOSTONMA02118NONEPCGENERAL PURPOSE$2,500
VINCENT CLUB
71 BRIMMER STREETBOSTONMA02108NONEPCGENERAL PURPOSE$10,000
YUVAAN TIWARI FOUNDATION
PO BOX 570753ATLANTAGA30357NONEPCGENERAL PURPOSE$10,000
ZETA TAU ALPHA FOUNDATION
1036 S RANGELINE RDCARMELIN46032NONEPCGENERAL PURPOSE$700
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,219,898TotalGrantOrContriPdDurYrAmt
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$150,756ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$74,414ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$76,342ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$76,342TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$78,547Amt
Net Investment Income$78,547NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
OFFICE FURNITURE2021-12-01$118,127$984SL10.000000000000$11,813$0
ARTWORK2021-12-01$37,273$311SL10.000000000000$3,727$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCK$74,772,798$21,075,912
PINE TREE HEALTH INC$499,960$499,960

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BUSRIGHT INC CONVERTIBLE NOTEAT COST$40,370$40,370
BAILLIE GIFFORD PRIVATE COMPANIES FUND II, LPAT COST$440,927$440,927
VISIBLE HANDS FUND I, LPAT COST$305,992$297,038
IMPACT PARTNERS FILM SERVICES, LLCAT COST$194,722$194,722
JAZZ URBAN CAFEAT COST$50,000$50,000

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
OFFICE FURNITURE$118,127$12,797$105,330
ARTWORK$37,273$4,038$33,235

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$12,652LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$12,652DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVERTISING$37,005$0$37,005
LIABILITY INSURANCE$12,180$0$12,180
ARTWORK$280$0$280
OFFICE SUPPLIES & SOFTWARE$95,960$0$95,960
OFFICE FURNITURE$1,204$0$1,204
OTHER BUSINESS EXPENSE$15,746$0-$3,923
POSTAGE$743$0$743
BOSTON PUBLIC SCHOOLS$526,204$0$526,204
EVENTS$5,367$0$5,367
RECRUITING$2,729$0$2,729
FILMS$165,498$0$165,498
GIFT$3,422$0$3,422
DIRECT SUPPORT$542,259$0$542,259
PAYROLL PROCESSING FEE$5,029$0$5,029
BANK FEES$430$0$430
CONSULTING$258,296$0$258,296

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$1,971Amt
Net Investment Income$1,971NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonNIRAJ AND JILL SHAHPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line131 ST JAMES AVE SUITE 740AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DELAWARE CORP$135$135$0
US TREASURY$0$0$0
COMMONWEALTH OF MASS$1,000$1,000$0
EMPLOYER PAYROLL TAXES$88,771$0$88,771

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