SHIPPY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SHIPPY FOUNDATION (EIN 20-4083744)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349105439
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Acty Not Previously Rpt Expln
- Cash Deemed Charitable Expln Stmt
- Explan Of Legis Political Actvts
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T16:55:34-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135524538 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLARK ESTATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204083744 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIPPY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O THE CLARK ESTATES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIP | BusinessNameControlTxt |
| Phone | 2129776900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY J FASANO JR | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 2129776900 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANTHONY | PersonFirstNm |
| Person Last | FASANO JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALICIA RYAN | PreparerPersonNm |
| PTIN | P03103397 | PTIN |
| Phone | 2129776900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,521,142 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $176,509 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $112,669 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50,104 | InterestOnSavNetInvstIncmAmt |
| Dividends Net Invst Incm | $532,081 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$467 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,693,465 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $819,048 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,498,373 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $187,208 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,787,084 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,588,441 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $81,333 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $81,333 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $13,186 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $606 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,580 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $61,879 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $151,899 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,931 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,444 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,444 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $362,414 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $284,014 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $104,822 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $619,276 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $353,430 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $209,179 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,075,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,078,312 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,694,276 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $353,430 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,287,491 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,092,808 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,235,011 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,112,948 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,865,776 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,865,776 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,606,627 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,551,057 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,730,730 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,752,348 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,847,851 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,762,721 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,175,361 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,152,496 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,848,864 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,147,959 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,103,962 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $31,455,263 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,548,071 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,521,142 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $31,455,263 | CapitalStockBOYAmt |
| Capital Stock EOY | $32,548,071 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,455,263 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,548,071 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,455,263 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,548,071 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,455,263 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,092,808 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $32,548,071 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,548,071 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1495.234 CWS LLC-D | 2021-12-01 | 2022-05-12 | $152,306 | $152,306 | $0 | $0 | |
| 3162.542 CWS LLC-D | 2021-12-01 | 2022-10-31 | $322,139 | $322,139 | $0 | $0 | |
| 3558.304 CWS LLC-D | 2021-12-01 | 2022-11-15 | $362,451 | $362,451 | $0 | $0 | |
| 571.36 FEDERAL PTRS-AE3D | 2021-12-08 | 2022-05-12 | $14,623 | $14,623 | $0 | $0 | |
| 1208.472 FEDERAL PTRS-AE3D | 2021-12-08 | 2022-10-31 | $30,929 | $30,929 | $0 | $0 | |
| 1430.926 FEDERAL PTRS-AE3D | 2021-12-08 | 2022-11-15 | $36,622 | $36,622 | $0 | $0 | |
| 775000 T 0.125% 09/30/22 | 2022-02-28 | 2022-09-16 | $774,395 | $774,862 | -$467 | -$467 | |
| PARTNERSHIP K-1S | $819,515 | $819,515 | $819,515 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $819,048 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,167 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,167 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,167 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $110,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $110,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $395 | EsPenaltyAmt |
| Overpayment | $92,438 | OverpaymentAmt |
| Applied To ES Tax | $92,438 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | Yes (1) | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANTHONY J FASANO JR | IndividualWithBooksNm |
| Phone | 2129776900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANNE L PERETZ | ||||||||
| ONE ROCKEFELLER PLAZA 31ST FLOOR | NEW YORK | NY | 10020 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID L FARNSWORTH | ||||||||
| ONE ROCKEFELLER PLAZA 31ST FLOOR | NEW YORK | NY | 10020 | CHAIRMAN/DIRECTOR | 20.00 | $81,333 | $0 | $10,444 |
| ANNE E FARNSWORTH | ||||||||
| ONE ROCKEFELLER PLAZA 31ST FLOOR | NEW YORK | NY | 10020 | VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JESSE W PERETZ | ||||||||
| ONE ROCKEFELLER PLAZA 31ST FLOOR | NEW YORK | NY | 10020 | VICE PRES/TREASURER/DIRECT | 1.00 | $0 | $0 | $423 |
| EVGENIA S PERETZ | ||||||||
| ONE ROCKEFELLER PLAZA 31ST FLOOR | NEW YORK | NY | 10020 | VICE PRES,SECRETARY/DIRECT | 1.00 | $0 | $0 | $0 |
| ANTHONY J FASANO JR | ||||||||
| ONE ROCKEFELLER PLAZA 31ST FLOOR | NEW YORK | NY | 10020 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLARK ESTATES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $284,001 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TRAINING OF COMMUNITY BASED FRONTLINE PROVIDERS AND CLINICAL STRATEGIES TO PROMOTE THE PARENT CHILD RELATIONSHIPS , CHILD DEVELOPMENT , MATERNAL WELL-BEING AND RESILIENCE. | Description1Txt |
| Expenses1 | $31,404 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $34,342,047 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,588,310 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,930,357 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,930,357 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,075,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,855,357 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,792,768 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,792,768 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,167 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $123,534 | IncomeTaxAmt |
| Total Tax | $140,701 | TotalTaxAmt |
| Distributable Before Adj | $1,652,067 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,652,067 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,652,067 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,287,491 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,287,491 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,652,067 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $104,537 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $201,648 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $123,807 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,622,917 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $79,939 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,132,848 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,287,491 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,652,067 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $635,424 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,768,272 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $104,537 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,663,735 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $201,648 | ExcessFromYear4Amt |
| Excess From Year3 | $123,807 | ExcessFromYear3Amt |
| Excess From Year2 | $1,622,917 | ExcessFromYear2Amt |
| Excess From Year1 | $79,939 | ExcessFromYear1Amt |
| Excess From Current Year | $635,424 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A CALL TO MEN | |||||||
| 250 MERRICK ROAD 813 | ROCKVILLE CENTER | NY | 11570 | NONE | NC | GENERAL SUPPORT | $40,000 |
| ALI FORNEY CENTER | |||||||
| 224 WEST 35TH STREET SUITE 1500 | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $60,000 |
| ALLIANCE FOR GLOBAL JUSTICE | |||||||
| 225 EAST 26TH STREET SUITE 1 | TUCSON | AZ | 85713 | NONE | PC | ASSATA'S DAUGHTERS | $2,000 |
| ARLINGTON BOYS AND GIRLS CLUB | |||||||
| 60 POND LANE | ARLINGTON | MA | 02474 | NONE | PC | GENERAL SUPPORT | $2,000 |
| BANK STREET COLLEGE OF EDUCATION | |||||||
| 610 WEST 112TH STREET | NEW YORK | NY | 10025 | NONE | PC | GENERAL SUPPORT | $25,000 |
| BLACK ENSEMBLE THEATER | |||||||
| 4450 NORTH CLARK STREET | CHICAGO | IL | 60640 | NONE | PC | GENERAL SUPPORT | $3,000 |
| BOSTON COLLEGIATE CHARTER SCHOOL FOUNDATION | |||||||
| 215 SYDNEY STREET | DORCHESTER | MA | 02125 | NONE | PC | GENERAL SUPPORT | $50,000 |
| BOSTON DEBATE LEAGUE | |||||||
| 1542 TREMONT STREET | BOSTON | MA | 02120 | NONE | PC | GENERAL SUPPORT | $50,000 |
| BOSTON EDUCATION DEVELOPMENT FOUNDATION INC | |||||||
| 7 PALMER STREET 2ND FLOOR | BOSTON | MA | 02119 | NONE | PC | ORCHARD GARDENS K-8 PILOT SCHOOL | $55,000 |
| BOTTOM LINE | |||||||
| 500 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | PC | GENERAL SUPPORT | $25,000 |
| BRAVE SPACE ALLIANCE | |||||||
| 1515 E 52ND PLACE 3RD FLOOR | CHICAGO | IL | 60615 | NONE | PC | GENERAL SUPPORT | $3,000 |
| BRONX COMMUNITY CHARTER SCHOOL | |||||||
| 3170 WEBSTER AVENUE | BRONX | NY | 10467 | NONE | PC | GENERAL SUPPORT | $35,000 |
| CHICAGO SCHOLARS FOUNDATION | |||||||
| PO BOX 389497 | CHICAGO | IL | 60638 | NONE | PC | GENERAL SUPPORT | $50,000 |
| CHICAGO WOMEN'S HEALTH CENTER | |||||||
| 1025 W SUNNYSIDE AVENUE NO 201 | CHICAGO | IL | 60640 | NONE | PC | GENERAL SUPPORT | $47,000 |
| COMMONWEALTH SCHOOL INC | |||||||
| 151 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | NONE | PC | GENERAL SUPPORT | $1,000 |
| COMMUNITIES IN SCHOOLS OF CHICAGO | |||||||
| 815 W VAN BUREN STREET 300 | CHICAGO | IL | 60607 | NONE | PC | GENERAL SUPPORT | $40,000 |
| CONCORD ACADEMY | |||||||
| 166 MAIN STREET | CONCORD | MA | 01742 | NONE | PC | GENERAL SUPPORT | $5,000 |
| COOLIDGE CORNER THEATER FOUNDATION | |||||||
| 290 HARVARD STREET | BROOKLINE | MA | 02446 | NONE | PC | GENERAL SUPPORT | $2,000 |
| DEEP SPRINGS COLLEGE | |||||||
| HC 72 BOX 45001 | DYER | NV | 89010 | NONE | PC | GENERAL SUPPORT | $2,000 |
| EPIPHANY SCHOOL | |||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | NONE | PC | GENERAL SUPPORT AND RELATE | $50,000 |
| FEMINIST WOMEN'S HEALTH CENTER INC | |||||||
| 1924 CLIFF VALLEY WAY | ATLANTA | GA | 30329 | NONE | PC | GENERAL SUPPORT | $25,000 |
| FENWAY HIGH SCHOOL FUND | |||||||
| 67 ALLEGHANY STREET | BOSTON | MA | 02120 | NONE | PC | GENERAL SUPPORT | $50,000 |
| FOOD LINK INC | |||||||
| 32 OLDHAM ROAD | ARLINGTON | MA | 02474 | NONE | PC | GENERAL SUPPORT | $1,000 |
| FRESH YOUTH INITIATIVES INC | |||||||
| 505 WEST 171ST STREET | NEW YORK | NY | 10032 | NONE | PC | GENERAL SUPPORT | $25,000 |
| GIRLS EDUCATIONAL & MENTORING SERVICES INC | |||||||
| 201 W 148TH STREET | NEW YORK | NY | 10039 | NONE | PC | GENERAL SUPPORT | $50,000 |
| GREATER BOSTON FOOD BANK | |||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | NONE | PC | GENERAL SUPPORT | $5,000 |
| GUITARS OVER GUNS | |||||||
| 169 E FLAGER STREET SUITE 1134 | MIAM | FL | 33131 | NONE | PC | GENERAL SUPPORT | $25,000 |
| HALE RESERVATION INC | |||||||
| 80 CARBY STREET | WESTWOOD | MA | 02090 | NONE | PC | GENERAL SUPPORT | $25,000 |
| HELPING OUR WOMEN | |||||||
| 34 CONWELL STREET | PROVINCETOWN | MA | 02657 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HOPEWELL FUND | |||||||
| 1201 CONNECTICUT AVENUE NW NO 300 | WASHINGTON | DC | 20036 | NONE | PC | GALVANIZE USA | $25,000 |
| HOWARD BROWN HEATLH CENTER | |||||||
| 4025 N SHERIDAN ROAD | CHICAGO | IL | 60613 | NONE | PC | GENERAL SUPPORT | $2,000 |
| IMAGINATION THEATER | |||||||
| PO BOX 3303 | DIAMOND SPRINGS | CA | 95619 | NONE | PC | GENERAL SUPPORT | $25,000 |
| INTERFAITH POWER & LIGHT | |||||||
| 369 PINE STREET SUITE 700 | SAN FRANCISCO | CA | 94101 | NONE | PC | GENERAL SUPPORT | $2,000 |
| JANE'S DUE PROCESS | |||||||
| PO BOX 685137 | AUSTIN | TX | 78768 | NONE | PC | GENERAL SUPPORT | $5,000 |
| LADIES OF VIRTUE | |||||||
| 1245 S MICHIGAN SUITE 146 | CHICAGO | IL | 60605 | NONE | PC | GENERAL SUPPORT | $25,000 |
| LAKEVIEW PANTRYNOURISHING HOPE | |||||||
| 3945 N SHERIDAN ROAD | CHICAGO | IL | 60613 | NONE | PC | GENERAL SUPPORT | $2,500 |
| LEGAL OUTREACH INC | |||||||
| 36-14 35TH STREET | LONG ISLAND CITY | NY | 11106 | NONE | PC | GENERAL SUPPORT | $40,000 |
| MARIN SHAKESPEARE COMPANY | |||||||
| PO BOX 4053 | SAN RAFAEL | CA | 94913 | NONE | PC | GENERAL SUPPORT | $2,000 |
| METROPOLITAN WATERWORKS MUSEUM INC | |||||||
| 2450 BEACON STREET | BOSTON | MA | 02467 | NONE | PC | GENERAL SUPPORT | $3,000 |
| MICHIGAN VOICES | |||||||
| 2727 2ND AVENUE SUITE 109 | DETROIT | MI | 48201 | NONE | PC | GENERAL SUPPORT | $100,000 |
| MIKVA CHALLENGE GRANT FOUNDATION INC | |||||||
| 200 S MICHIGAN SUITE 1000 | CHICAGO | IL | 60604 | NONE | PC | GENERAL SUPPORT | $40,000 |
| MIL MILAGROS | |||||||
| 400 ATLANTIC AVENUE | BOSTON | MA | 02110 | NONE | PC | GENERAL SUPPORT | $25,000 |
| MOTT HAVEN ACADEMY CHARTER SCHOOL | |||||||
| 170 BROWN PLACE | BRONX | NY | 10454 | NONE | PC | GENERAL SUPPORT | $50,000 |
| NEIGHBORHOOD CONNECTIONS INC | |||||||
| PO BOX 207 | LONDONDERRY | VT | 05148 | NONE | PC | GENERAL SUPPORT | $10,000 |
| NEW ENGLAND BLACKS IN PHILANTHROPY | |||||||
| 101 FEDERAL STREET SUITE 1900 | BOSTON | MA | 02100 | NONE | PC | GENERAL SUPPORT | $15,000 |
| NEW GEORGIA PROJECT INC | |||||||
| 221 830 GLENWOOD AVENUE SE | ATLANTA | GA | 30303 | NONE | PC | GENERAL SUPPORT | $25,000 |
| NEW YORK ABORTION ACCESS FUND | |||||||
| FDR STATION PO BOX 7569 | NEW YORK | NY | 10150 | NONE | PC | GENERAL SUPPORT | $9,000 |
| NEW YORK CITY URBAN DEBATE LEAGUE | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $100,000 |
| NEW YORK FOCUS | |||||||
| 361 WARRANT STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NEW YORKERS FOR CHILDREN | |||||||
| 450 SEVENTH AVENUE SUITE 403 | NEW YORK | NY | 10123 | NONE | PC | GENERAL SUPPORT | $3,000 |
| ONEGOAL | |||||||
| 180 N WABASH AVE NO 800 | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $40,000 |
| OPENING ACT INC | |||||||
| PO BOX 25613 CADMAN PLAZA STATION | BROOKLYN | NY | 11202 | NONE | PC | GENERAL SUPPORT | $35,000 |
| PASSIM FOLK MUSIC AND CULTURAL CENTER | |||||||
| 26 CHURCH STREET SUITE 300 | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL SUPPORT | $3,000 |
| PAYOMET PERFORMING ARTS CENTER | |||||||
| PO BOX 1202 | TURO | MA | 02666 | NONE | PC | GENERAL SUPPORT | $2,000 |
| PEACE ACTION EDUCATION FUND | |||||||
| 8630 FENTON STREET SUITE 524 | SILVER SPRING | MD | 20910 | NONE | PC | GENERAL SUPPORT | $2,000 |
| PEACE FIRST | |||||||
| 25 KINGSTON STREET 6TH FLOOR | BOSTON | MA | 02111 | NONE | PC | GENERAL SUPPORT | $10,000 |
| PEN AMERICA | |||||||
| 588 BROADWAY SUITE 303 | NEW YORK | NY | 10012 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PRAIZE PRODUCTIONS INC | |||||||
| 818 EAST 63RD STREET SUITE 818 214 | CHICAGO | IL | 60637 | NONE | PC | GENERAL SUPPORT | $20,000 |
| PUBLIC POLICY & EDUCATION FUND OF NEW YORK | |||||||
| 94 CENTRAL AVENUE | ALBANY | NY | 12206 | NONE | PC | GENERAL SUPPORT | $35,000 |
| RILEY'S WAY FOUNDATION | |||||||
| 30 THIRD AVENUE ROOM 203 | BROOKLYN | NY | 11217 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ROCKING THE BOAT INC | |||||||
| 812 EDGEWATER ROAD | BRONX | NY | 10474 | NONE | PC | GENERAL SUPPORT | $15,000 |
| ROLE MODEL MOVEMENT INC NFP | |||||||
| 47 WEST POLK STREET SUITE 100 | CHICAGO | IL | 60605 | NONE | PC | MY BLOCK, MY HOOD, MY CITY | $3,000 |
| ROW NEW YORK | |||||||
| 252 WEST 37TH STREET 4TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $30,000 |
| SAINT ANN'S SCHOOL | |||||||
| 129 PIERREPONT STREET | BROOKLYN HEIGHTS | NY | 11201 | NONE | PC | GENERAL SUPPORT | $40,000 |
| SKIP (SOUP KITCHEN IN PROVINCETOWN) | |||||||
| PO BOX 538 | PROVINCETOWN | MA | 02657 | NONE | PC | GENERAL SUPPORT | $3,000 |
| SPARK REPRODUCTIVE JUSTICE NOW | |||||||
| 1065 RALPH DAVID ABERNATHY BLVD STE | ATLANTA | GA | 30310 | NONE | PC | GENERAL SUPPORT | $25,000 |
| STREET LAB INC | |||||||
| 280 NEVINS STREET STE 2-9 | BROOKLYN | NY | 11217 | NONE | PC | GENERAL SUPPORT | $15,000 |
| STUDENT LEADERSHIP NETWORK INC | |||||||
| 322 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $80,000 |
| SUMMER OF SASS | |||||||
| 137 BRADFORD STREET | PROVINCETOWN | MA | 02657 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SUMMER SEARCH | |||||||
| 90 BROAD STREET SUITE 701 | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $25,000 |
| TEACH FOR AMERICA INC | |||||||
| 60 CANAL STREET 5TH FLOOR | BOSTON | MA | 02114 | NONE | PC | GENERAL SUPPORT | $50,000 |
| THE CHICAGO DEBATE COMMISSION | |||||||
| PO BOX A3464 | CHICAGO | IL | 60690 | NONE | PC | GENERAL SUPPORT | $50,000 |
| THE COMMONS | |||||||
| 46 BRADFORD STREET | PROVINCETOWN | MA | 02657 | NONE | PC | GENERAL SUPPORT | $10,000 |
| THE LILY HOUSE | |||||||
| PO BOX 1818 | WELLFLEET | MA | 02667 | NONE | PC | GENERAL SUPPORT | $2,000 |
| THE NEW YORK OPPORTUNITY NETWORK INC | |||||||
| 85 BROAD STREET 6TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $50,000 |
| THE OLIVER SCHOLARS PROGRAM INC | |||||||
| 80 MAIDEN LANE 7TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $50,000 |
| THE WRITING REVOLUTION INC | |||||||
| 22 COURTLAND STREET 33RD FLOOR | NEW YORK | NY | 10007 | NONE | PC | GENERAL SUPPORT | $25,000 |
| TRANSFORMATIVE JUSTICE LAW PROJECT OF ILLINOIS | |||||||
| 203 N LASALLE STREET SUITE 2100 | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $2,500 |
| UNITED POLICYHOLDERS | |||||||
| 381 BUSH STREET 8TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL SUPPORT | $7,000 |
| URBAN ASSEMBLY INC | |||||||
| 90 BROAD STREET 2101 | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $50,000 |
| URBAN DOVE INC | |||||||
| 21-21 41ST AVENUE SUITE 2-D | LONG ISLAND CITY | NY | 11101 | NONE | PC | GENERAL SUPPORT | $35,000 |
| WOMEN'S WORLD BANKING INC | |||||||
| 122 EAST 42ND STREET 42ND FLOOR | NEW YORK | NY | 10168 | NONE | PC | GENERAL SUPPORT | $3,000 |
| YOUTH GUIDANCE | |||||||
| 1 NORTH LASALLE NO 900 | CHICAGO | IL | 60602 | NONE | PC | GENERAL SUPPORT | $45,000 |
| YOUTHBUILD BOSTON INC | |||||||
| 27 CENTRE STREET | BOSTON | MA | 02119 | NONE | PC | GENERAL SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,075,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,669 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,498,373 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$467 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,610,575 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,610,575 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSTON MEDICAL CENTER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BOSTON MEDICAL CENTER PLACE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $176,509 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Acty Not Previously Rpt Expln ActyNotPreviouslyRptExpln
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PROGRAM INITIATED TO BEGIN TRAINING OF COMMUNITY BASED FRONTLINE PROVIDERS AND CLINICAL STRATEGIES TO PROMOTE THE PARENT CHILD RELATIONSHIPS , CHILD DEVELOPMENT , MATERNAL WELL-BEING AND RESILIENCE. | ExplanationTxt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | CASH AMOUNTS EQUAL TO BUDGETED ANNUAL CHARITABLE PAYOUTS ARE MAINTANIED. | ShortExplanationTxt |
Explan Of Legis Political Actvts ExplanOfLegisPoliticalActvts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medium Explanation | BOSTON MEDICAL CENTER | MediumExplanationTxt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT APPLICABLE - FOUNDATION DID NOT CONDUCT ACTIVITIY IN THE STATE OF DELAWARE. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $1,175,361 | EOYBookValueAmt |
| EOYFMV | $1,152,496 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK | StockNm |
| EOY Book Value | $10,752,348 | EOYBookValueAmt |
| EOYFMV | $10,847,851 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,606,627 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,551,057 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PRIVATE EQUITY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $13,147,959 | BookValueAmt |
| EOYFMV | $16,103,962 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEE | $284,001 | $255,601 | $28,400 |
| CUSTODY FEE | $1,991 | $1,991 | $0 |
| MISCELLANEOUS | $423 | $0 | $423 |
| MEDICAL INSURANCE | $44,595 | $0 | $44,595 |
| HEALTH INITIATIVE | $31,404 | $0 | $31,404 |
| FEDERAL PARTNERS LP | $0 | $593 | $0 |
| CLARK BP | $0 | $6,320 | $0 |
| CWS, LLC | $0 | $4,623 | $0 |
| FEDERAL PARTNERS LP | $0 | $14,883 | $0 |
| CLARK BP | $0 | $3 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INVESTMENT INCOME | $3,331,993 | $0 | $3,331,993 |
| PARTNERSHIP OTHER INCOME | $166,380 | $0 | $166,380 |
| ROYALTIES K-1 INCOME | $0 | $187,208 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $13,186 | Amt |
| Net Investment Income | $606 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,580 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $121,333 | $0 | $0 |
| FOREIGN TAX PD | $0 | $6,931 | $0 |
| PAYROLL TAX | $30,566 | $0 | $0 |
Comments