WILD GEESE FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WILD GEESE FOUNDATION INC (EIN 26-4607134)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-11-14
IRS object ID
202343189349100809
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)
Return2023-11-14T07:43:25-06:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043191789PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MP PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE MONARCH PLACEAddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01144ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN264607134EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILD GEESE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILDBusinessNameControlTxt
Phone6173206635PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line135 K STREETAddressLine1Txt
CityHULLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02045ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUE HYDEPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone6173206635PhoneNum
Signature2023-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUEPersonFirstNm
Person LastHYDEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA G BEHANPreparerPersonNm
PTINP00633676PTIN
Phone4137391800PhoneNum

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$10,902,827FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$8,778InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,778InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$169,955DividendsRevAndExpnssAmt
Dividends Net Invst Incm$169,955DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$72,416NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,406,186GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,523OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,523OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$107,840TotalRevAndExpnssAmt
Total Net Invst Incm$180,256TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$19,059OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,035LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,800AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$96,397OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$95,172OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$15,985TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,458TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,395OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$143,471TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$103,430TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$637,855ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$637,855ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$781,326TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$103,430TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$637,855TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$673,486ExcessRevenueOverExpensesAmt
Net Investment Income$76,826NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,152CashBOYAmt
Cash EOY$20,002CashEOYAmt
Cash EOYFMV$20,002CashEOYFMVAmt
Sav And Temp Cash Invst BOY$558,290SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$277,080SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$277,080SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$3,749,174USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,749,175USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,193,389USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,232,137CorporateStockBOYAmt
Corporate Stock EOY$2,838,228CorporateStockEOYAmt
Corporate Stock EOYFMV$6,476,347CorporateStockEOYFMVAmt
Corporate Bonds BOY$785,791CorporateBondsBOYAmt
Corporate Bonds EOY$785,791CorporateBondsEOYAmt
Corporate Bonds EOYFMV$755,435CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$3,110LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,110LandBldgEquipAccumDeprecAmt
Other Assets BOY$180,218OtherAssetsBOYAmt
Other Assets EOY$180,000OtherAssetsEOYAmt
Other Assets EOYFMV$180,574OtherAssetsEOYFMVAmt
Total Assets BOY$8,523,762TotalAssetsBOYAmt
Total Assets EOY$7,850,276TotalAssetsEOYAmt
Total Assets EOYFMV$10,902,827TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$8,873,766CapitalStockBOYAmt
Capital Stock EOY$8,873,766CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$350,004RetainedEarningBOYAmt
Retained Earning EOY-$1,023,490RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,523,762TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,850,276TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,523,762TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,850,276TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,523,762TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$673,486ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,850,276SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,850,276TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEYP$745,051$748,463-$3,412-$3,412
MORGAN STANLEYP$661,135$730,139-$69,004-$69,004
FieldValueIRS element (for citing)
Capital Gain Net Income-$72,416CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,068InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,068SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,068TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,615EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,615TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,547OverpaymentAmt
Applied To ES Tax$4,547AppliedToESTaxAmt
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 AddressWILDGEESEFDN.ORGWebsiteAddressTxt
Individual With BooksNORTHSTAR ASSET MANAGEMENTIndividualWithBooksNm
Phone6175222635PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 301840AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021300016ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SARA G WHITMAN
35 K STREETHULLMA02045PRESIDENT/TREASURER10.00$0$0$0
BENJAMIN COWEN-WHITMAN
35 K STREETHULLMA02045DIRECTOR/SECRETARY5.00$0$0$0
ZACHARY COWEN-WHITMAN
35 K STREETHULLMA02045DIRECTOR1.00$0$0$0
JACOB COWEN-WHITMAN
35 K STREETHULLMA02045DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
NORTHSTAR ASSET MANAGEMENT
PO BOX 301840BOSTONMA02130INVESTMENT ADVISOR$77,216
MORGAN STANLEY
35 VILLAGE ROAD STE 601MIDDLETONMA01949CUSTODY OF FUNDS$17,956
MP PC
ONE MONARCH PLACE SUITE 900SPRINGFIELDMA01144ACCOUNTANTS$5,600
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

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$10,009,993AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$259,650AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,269,643TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,269,643AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$154,045CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,115,598NetVlNoncharitableAssetsAmt
Minimum Investment Return$505,780MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$505,780MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,068TaxBasedOnInvestmentIncomeAmt
Total Tax$1,068TotalTaxAmt
Distributable Before Adj$504,712DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$504,712DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$504,712DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$637,855ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$637,855QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$504,712DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$76,539ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$297,378ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$428,106ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$289,337ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$326,086ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,417,446TotalExcessDistributionCyovAmt
Qualifying Distributions$637,855QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$504,712AppliedToCurrentYearAmt
Remaining Distri From Corpus$133,143RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,550,589TotalCorpusAmt
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$76,539ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,474,050ExcessDistriCyovToNextYrAmt
Excess From Year4$297,378ExcessFromYear4Amt
Excess From Year3$428,106ExcessFromYear3Amt
Excess From Year2$289,337ExcessFromYear2Amt
Excess From Year1$326,086ExcessFromYear1Amt
Excess From Current Year$133,143ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBENJAMIN COWEN-WHITMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line135 K STREETAddressLine1Txt
CityHULLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02045ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6173206635RecipientPhoneNum
Recipient Email AddressWILDGEESEFDN.ORGRecipientEmailAddressTxt
Form And Info And MaterialsWRITTENFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A STEP AHEAD CHATTANOOGA
9527 W RIDGE TRAIL ROADSODDYDAISYTN37379GENERAL PURPOSE$25,000
ABORTION CARE NETWORK
PO BOX 16323MINNEAPOLISMN55416GENERAL PURPOSE$10,000
AFRICAN CULTURAL SERVICES INC
46 ELSON ROADWALTHAMMA02451GENERAL PURPOSE$5,000
APPRENTICE LEARNING
743-745 CENTRE STJAMAICA PLAINMA02130GENERAL PURPOSE$5,000
ARISE FOR SOCIAL JUSTICE
38 SCHOOL STREETSPRINGFIELDMA01105GENERAL PURPOSE$10,000
ASIAN AMERICAN RESOURCE WORKSHOP
42 CHARLES STREETDORCHESTERMA02122GENERAL PURPOSEGENERAL PURPOSE$15,000
BOSTON AREA GLEANERS
91 MARTIN STREETACTONMA01720GENERAL PURPOSE$15,000
BOSTON FOOD FOREST COALLITION
23 EGLESTON STJAMAICA PLAINMA02130GENERAL PURPOSE$5,000
BRIDGERCARE
1288 N 14TH AVENUE 201BOZEMANMT59715GENERAL PURPOSE$10,000
BUILD POWER ACADEMY
16 JOSEPHINE AVEKINSTONNY12401GENERAL PURPOSE-$5,000
BUILDING AUDACITY
75 ALLEN AVENUELYNNMA01902GENERAL PURPOSE$20,000
CAPE SPLIT CHAPEL
62 CAPE CIRCLE ROADADDISONME04606GENERAL PURPOSE$2,500
CAROLINA YOUTH ACTION
PO BOX 20961CHARLESTONSC29413GENERAL PURPOSE$25,000
CENTER LINK
PO BOX 24490FT LAUDERDALEFL33307GENERAL PURPOSE$10,000
CHICA PROJECT
1266 FURNACE BROOK PARKWAY SUITEQUINCYMA02169GENERAL PURPOSE$15,000410
CITY SCHOOL
860 N 24TH STREETPHILADELPHIAPA19130GENERAL PURPOSE$15,000
COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE
ONE SUGARLOAF STREETS DEERFIELDMA01373GENERAL PURPOSE$15,000
COOPERATIVE FUND OF NEW ENGLAND
5533 PEDEN POINT ROADWILMINGTONNC28409GENERAL PURPOSE$5,000
ESPERANZA ACADEMY
198 GARDEN STREETLAWRENCEMA01840GENERAL PURPOSE$10,000
FOOD PROJECT THE
556 DUDLEY STREETDORCHESTERMA02125GENERAL PURPOSE$15,000
FUNDERS FOR LGBTQ ISSUES
104 WEST 29TH STREETNEW YORKNY10001GENERAL PURPOSE$5,000
GREENROOTS INC
227 MARGINA ST 1CHELSEAMA02150GENERAL PURPOSE$20,000
HALEY HOUSE SOUP KITCHEN
23 DARTMOUTH STREETBOSTONMA02116GENERAL PURPOSE$5,000
HARDY GIRLS HEALTHY WOMEN
10 WATER STREETWATERVILLEME04901GENERAL PURPOSE$2,500
INTERACT
365 BOSTON POST ROADSUDBURYMA01776GENERAL PURPOSE$5,000
JOAN G LOVERING HEALTH
559 PORTSMOUTH AVEGREENLANDNH03840GENERAL PURPOSE$10,000
LA COLABORATIVA
318 BROADWAYCHELSEAMA02150GENERAL PURPOSE$20,000
LAWYERS COMMITTEE FOR CIVIL RIGHTS
61 BATTERY MARCH STBOSTONMA02110GENERAL PURPOSE$30,000
LGBT ASYLUM TASK FORCE
HADWEN PARK CHURCH 6 CLOVER STREETWORCESTERMA01603GENERAL PURPOSE$10,000
LGBT CENTER OF CENTRAL PA
1306 N 3RD STHARRISBURGPA17102GENERAL PURPOSE$5,000
LITTLETON COMMUNITY FARM
PO BOX 1186LITTLETONMA01460GENERAL PURPOSE$10,000
LOVIN SPOONFULS
1304 COMMONWEALTH AVEBOSTONMA02134GENERAL PURPOSE$5,000
MAINE YOUTH FOR CLIMATE
7 PINE STREETBAR HARBORMA04609GENERAL PURPOSE$15,000
MILL CITY GROWS
650 SUFFOLK ST STE G10LOWELLMA01854GENERAL PURPOSE$5,000
MOVEMENT ADVANCEMENT
3020 CARBON PLACEBOULDERCO80301GENERAL PURPOSE$80,000
NATIVE AMERICAN COMMUNITY ACTION
2717 N STEVES BLVD STE 11FLAGSTAFFAZ86004GENERAL PURPOSE$15,000
OLD CAMBRIDGE BAPTIST
1151 MASSACHUSETTS AVECAMBRIDGEMA02138GENERAL PURPOSE$1,855
OUT IN THE OPEN
PO BOX 1685BRATTLEBOROVT05301GENERAL PURPOSE$5,000
PETERSHAM FRIDAY MARKET
PO BOX 854PETERSHAMMA01366GENERAL PURPOSE$5,500
REGIONAL ENVIRONMENTAL COUNCIL INC
PO BOX 255WORCESTERMA01613GENERAL PURPOSE$10,000
REPRODUCTIVE EQUITY NOW
15 COURT SQUARE SUITE 900BOSTONMA02110GENERAL PURPOSE$10,000
RESIST INC
PO BOX 301240JAMAICA PLAINMA02130GENERAL PURPOSE$5,000
SAM & DEVORAH RETREAT FOR TRANS YOUTH INC
10 FAIRMOUNT AVENUECHATHAMNJ10007GENERAL PURPOSE$20,000
SERO PROJECT THE
PO BOX 1233MILFORDPA18337GENERAL PURPOSE$15,000
SIECUS SEX ED FOR SOCIAL CHANGE
1012 14TH STREET NWWASHINGONDC20005GENERAL PURPOSE$5,000
SOUL TO SOUL SISTERS
PO BOX 7632DENVERCO80207GENERAL PURPOSE$10,000
SOUTH SUDANESE ENRICHMENT FOR FAMILIES
PO BOX 492LINCOLNMA01773GENERAL PURPOSE$8,000
SOUTHERN ARIZONA SENIOR PRIDE
1632 N COUNTRY CLUBTUCSONAZ85716GENERAL PURPOSE$5,000
SPENCER PRIDE
17 E FRANKLIN STREETSPENCER ININ47460GENERAL PURPOSE$2,500
THIRD SECTOR NEW ENGLAND
89 SOUTH STREET SUITE 700BOSTONMA02111GENERAL PURPOSE$25,000
TRANSGENDER LEGAL DEFENSE & EDUCATION FUND
20 WEST 20TH ST STE 705NEW YORKNY10011GENERAL PURPOSE$5,000
UNITARIAN UNIVERSALIST MASS ACTION
40 MECHANIC STREETMARLBOROUGHMA01752GENERAL PURPOSE$5,000
WE ARE FAMILY COMMUNITY DEVELOPMENT
8615 CHURCH LANERANDALLSTOWNMD21133GENERAL PURPOSE$5,000
WELLSPRING COOPERATIVE CORP
143 MAIN STREETSPRINGFIELDMA01105GENERAL PURPOSE$20,000
WOMEN'S REPRODUCTIVE RIGHTS ASSISTANCE PROJ
PO BOX 170280BOSTONMA02117GENERAL PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$637,855TotalGrantOrContriPdDurYrAmt
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$8,778ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$169,955ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion41ExclusionCd
Exclusion$1,523ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$72,416ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$107,840ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$107,840TotalIncomeProducingActyAmt

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$5,600Amt
Net Investment Income$2,800NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$785,791EOYBookValueAmt
EOYFMV$755,435EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$2,838,228EOYBookValueAmt
EOYFMV$6,476,347EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$3,749,175USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$3,193,389USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEECategoryTxt
Legal Fees$1,035LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (5 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PRI - SUN SOLAR IMPACT$100,000$100,000$100,011
PRI - PV GROWS$50,000$50,000$50,563
PRI - COOPERATIVE FUND OF NE$25,000$25,000$25,000
PRI - CERO'S GREEN JOB PLAN$5,000$5,000$5,000
EMPLOYEE REIMBURSEMENT RECEIVABLE$218$0$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE$736$0$0
POSTAGE$75$0$0
PHONE/INTERNET$4,379$0$0
BUSINESS REGISTRATION FEES$205$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$1,523RevenueAndExpensesPerBooksAmt
Net Investment Income$1,523NetInvestmentIncomeAmt
Adjusted Net Income$1,523AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT CUSTODIAN FEES$17,956$17,956$0
CONSULTING FEES$678$0$0
NORTHSTAR ADVISOR FEES$77,216$77,216$0
PAYROLL SERVICES$547$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$5,458$5,458$0
TAX PAID$10,000$0$0
PAYROLL TAXES$527$0$0

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