PDB FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PDB FOUNDATION (EIN 82-3779206)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202211339349104361
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T16:01:03-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200378627 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURKE & RAPHAEL LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 WEST CENTRAL STREET 117 | AddressLine1Txt |
| City | NATICK | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01760 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823779206 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PDB FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PDBF | BusinessNameControlTxt |
| Phone | 5083451001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 IRVING STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK R BAMFORTH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5083451001 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | BAMFORTH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHARON B BURKE | PreparerPersonNm |
| PTIN | P00077749 | PTIN |
| Phone | 5086530018 | PhoneNum |
| Preparation | 2022-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $46,032,605 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $805,380 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $805,380 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $398,280 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,744,709 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $398,280 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,203,660 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,203,660 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $172,949 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $172,949 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,746 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,753 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $204,895 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $179,702 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,465,264 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,465,264 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,670,159 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $179,702 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,465,264 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,466,499 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,023,958 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $40,567,296 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,100,613 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,031,283 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $116 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Assets BOY | $1,326 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,322 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,322 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,568,738 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,101,935 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,032,605 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $40,568,738 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,101,935 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,568,738 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,101,935 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,568,738 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,101,935 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,568,738 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,466,499 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $39,102,239 | SubtotalAmt |
| Other Decreases | $304 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,101,935 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (59 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS 40466 2SEVENTY BIO INC | P | 2020-03-13 | 2021-11-06 | $34 | $70 | -$36 | -$36 |
| UBS 41751 FANNIE MAE NOTES | P | 2021-06-25 | 2021-12-17 | $1,017,830 | $1,017,973 | -$143 | -$143 |
| UBS 41751 FNMA PL MA | P | 2020-09-30 | 2021-04-01 | $992,227 | $1,008,371 | -$16,144 | -$16,144 |
| UBS 41751 FNMA PL MA | P | 2020-09-30 | 2021-04-01 | $1,202,790 | $1,242,571 | -$39,781 | -$39,781 |
| UBS 41751 US TREASURY INFL NOTE | P | 2020-12-14 | 2021-06-30 | $533,892 | $531,165 | $2,727 | $2,727 |
| UBS 41751 US TREASURY INFL NOTE | P | 2020-12-14 | 2021-04-01 | $211,066 | $226,051 | -$14,985 | -$14,985 |
| UBS 41751 US TREASURY INFL NOTE | P | 2020-12-14 | 2021-04-01 | $2,679,582 | $2,685,641 | -$6,059 | -$6,059 |
| UBS 41751 US TREASURY INFL NOTE | P | 2020-12-14 | 2021-04-01 | $2,699,789 | $2,700,000 | -$211 | -$211 |
| UBS 41751 US TREASURY INFL NOTE | P | 2020-12-14 | 2021-04-01 | $2,142,788 | $2,236,676 | -$93,888 | -$93,888 |
| UBS 41751 US TREASURY INFL NOTE | P | 2020-12-14 | 2021-04-01 | $2,194,938 | $2,239,913 | -$44,975 | -$44,975 |
| UBS 41751 WI TREASUIRY SEC NOTE | P | 2021-04-01 | 2021-06-30 | $223,540 | $218,706 | $4,834 | $4,834 |
| UBS 41751 US TREASURY INFL NOTE | P | 2021-04-01 | 2021-06-30 | $3,739,483 | $3,744,908 | -$5,425 | -$5,425 |
| UBS 41751 US TREASURY INFL NOTE | P | 2021-04-01 | 2021-06-30 | $2,216,772 | $2,189,972 | $26,800 | $26,800 |
| UBS 41751 US TREASURY INFL NOTE | P | 2021-04-01 | 2021-06-30 | $3,513,086 | $3,501,650 | $11,436 | $11,436 |
| UBS 41751 US TREASURY INFL NOTE | P | 2021-04-01 | 2021-06-30 | $2,645,172 | $2,647,344 | -$2,172 | -$2,172 |
| UBS 41751 US TREASURY INFL NOTE | P | 2021-06-30 | 2021-12-17 | $214,659 | $213,294 | $1,365 | $1,365 |
| UBS 41751 US TREASURY NOTES | P | 2021-06-30 | 2021-09-30 | $3,758,738 | $3,758,738 | $0 | $0 |
| UBS 41751 US TREASURY NOTES | P | 2021-06-30 | 2021-12-17 | $2,190,375 | $2,204,910 | -$14,535 | -$14,535 |
| UBS 41751 US TREASURY NOTES | P | 2021-06-30 | 2021-09-30 | $428,471 | $430,016 | -$1,545 | -$1,545 |
| UBS 41751 US TREASURY NOTES | P | 2021-06-30 | 2021-12-17 | $3,070,276 | $3,110,110 | -$39,834 | -$39,834 |
| UBS 41751 US TREASURY NOTES | P | 2021-06-30 | 2021-09-30 | $2,635,565 | $2,633,400 | $2,165 | $2,165 |
| UBS 41751 US TREASURY NOTES | P | 2021-09-30 | 2021-12-17 | $232,008 | $229,395 | $2,613 | $2,613 |
| UBS 41751 FANNIE MAE NOTES | P | 2019-07-16 | 2021-06-22 | $1,860,000 | $1,860,000 | $0 | $0 |
| UBS 41751 MICROSOFT CORP NOTES | P | 2019-07-16 | 2021-10-01 | $412,267 | $410,434 | $1,833 | $1,833 |
| UBS 41751 MICROSOFT CORP NOTES | P | 2020-02-24 | 2021-10-01 | $25,138 | $25,081 | $57 | $57 |
| UBS 41751 SHELL INTL FIN B NOTES | P | 2020-07-14 | 2021-12-22 | $437,120 | $443,133 | -$6,013 | -$6,013 |
| UBS 41751 FNMA PL MA PRINCIPAL PMT | P | 2020-09-30 | 2021-02-25 | $9,946 | $9,946 | $0 | $0 |
| UBS 41751 FNMA PL MA PRINCIPAL PMT | P | 2020-09-30 | 2021-03-25 | $10,869 | $10,869 | $0 | $0 |
| UBS 41751 FNMA PL MA PRINCIPAL PMT | P | 2020-09-30 | 2021-04-25 | $15,260 | $15,260 | $0 | $0 |
| UBS 41751 FNMA PL MA PRINCIPAL PMT | P | 2020-09-30 | 2021-04-25 | $28,039 | $28,039 | $0 | $0 |
| UBS 41752 WYNN RESORTS LTD | P | 2021-02-10 | 2021-11-01 | $67,782 | $88,670 | -$20,888 | -$20,888 |
| UBS 41752 CAPITAL ONE FIN CORP | P | 2019-07-08 | 2021-05-04 | $72,916 | $43,988 | $28,928 | $28,928 |
| UBS 41752 CITIGROUP INC | P | 2020-12-16 | 2021-12-20 | $94,948 | $98,058 | -$3,110 | -$3,110 |
| UBS 41752 COCA COLA CO | P | 2019-07-08 | 2021-02-10 | $120,261 | $125,984 | -$5,723 | -$5,723 |
| UBS 41752 COSTCO WHOLESALE CORP | P | 2019-07-08 | 2021-05-04 | $112,966 | $81,177 | $31,789 | $31,789 |
| UBS 41752 DOW INC | P | 2019-07-08 | 2021-12-20 | $25,298 | $23,031 | $2,267 | $2,267 |
| UBS 41752 MERCK & CO INC | P | 2019-07-08 | 2021-08-04 | $140,189 | $147,406 | -$7,217 | -$7,217 |
| UBS 41752 NORTHROP GRUMMAN CORP | P | 2019-07-08 | 2021-08-04 | $56,481 | $50,975 | $5,506 | $5,506 |
| UBS 41752 NUCOR CORP | P | 2020-09-09 | 2021-12-20 | $55,942 | $23,208 | $32,734 | $32,734 |
| UBS 41752 ORGANON & CO | P | 2019-07-08 | 2021-06-25 | $5,444 | $7,379 | -$1,935 | -$1,935 |
| UBS 41752 PNC FINANCIAL SERVICES GROUP | P | 2019-07-08 | 2021-02-10 | $71,971 | $63,228 | $8,743 | $8,743 |
| UBS 41752 PFIZER INC | P | 2019-07-08 | 2021-12-20 | $23,921 | $15,940 | $7,981 | $7,981 |
| UBS 41752 PIONEER NATURAL RES CO | P | 2019-07-08 | 2021-12-20 | $22,516 | $19,262 | $3,254 | $3,254 |
| UBS 41752 VISA INC | P | 2019-07-08 | 2021-12-20 | $96,377 | $75,092 | $21,285 | $21,285 |
| UBS 41828 MIROVA GLOBAL SUSTAINABLE EQUITY FUND | P | 2020-02-14 | 2021-01-19 | $46,557 | $37,171 | $9,386 | $9,386 |
| UBS 41828 TIAA CREF CORE IMPACT BOND FD | P | 2020-01-31 | 2021-01-19 | $1,426 | $1,432 | -$6 | -$6 |
| UBS 41828 VIRTUS ALLIANZE GLOBAL SUSTAINABILITY FD | P | 2020-03-20 | 2021-03-05 | $33,009 | $24,791 | $8,218 | $8,218 |
| UBS 41828 AB SUSTAINABLE GLOBAL THEMATIC FD | P | 2019-08-08 | 2021-08-19 | $117,319 | $79,337 | $37,982 | $37,982 |
| UBS 41828 AMERICAN CENTURY SUSTAINABLE EQUITY FD | P | 2019-08-08 | 2021-08-19 | $51,127 | $32,788 | $18,339 | $18,339 |
| UBS 41828 CALVERT GREEN BOND FD | P | 2019-08-08 | 2021-03-19 | $167,184 | $164,796 | $2,388 | $2,388 |
| UBS 41828 CALVERT US LARG CAP VALUE RESPONSIBLE INDEX FD | P | 2019-08-08 | 2021-01-19 | $25,986 | $21,511 | $4,475 | $4,475 |
| UBS 41828 FEDERATED HERMES SDG ENG EQ FD | P | 2019-08-08 | 2021-01-19 | $55,483 | $46,954 | $8,529 | $8,529 |
| UBS 41828 ISHARES ESG AWARE USD CORP ETF | P | 2020-04-21 | 2021-05-21 | $106,424 | $104,348 | $2,076 | $2,076 |
| UBS 41828 MIROVA GLOBAL SUSTAINABLE EQUITY FUND | P | 2020-02-14 | 2021-08-19 | $40,711 | $28,682 | $12,029 | $12,029 |
| UBS 41828 TIAA-CREF CORE IMPACT BOND FD | P | 2019-08-08 | 2021-01-19 | $25,645 | $25,398 | $247 | $247 |
| UBS 41828 UBS INTL SUSTAINABLE EQUITY FD | P | 2019-08-08 | 2021-01-19 | $36,342 | $28,356 | $7,986 | $7,986 |
| UBS 41828 UBS ENGAGE FOR IMPACT FD | P | 2019-08-08 | 2021-01-19 | $48,617 | $36,827 | $11,790 | $11,790 |
| UBS 41828 VIRTUS ALLIANZE GLOBAL SUSTAINABILITY FD | P | 2019-08-08 | 2021-03-05 | $346,202 | $277,004 | $69,198 | $69,198 |
| FROM K-1 BAMFORTH FAMILY LLC | D | 2015-04-30 | 2021-01-20 | $333,945 | $333,945 | $333,945 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $398,280 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,233 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,233 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,233 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,897 | 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 | $22,897 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,664 | OverpaymentAmt |
| Applied To ES Tax | $8,664 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | MARK BAMFORTH | IndividualWithBooksNm |
| Phone | 5083451001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 IRVING STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARK R BAMFORTH | ||||||||
| 99 IRVING STREET | CAMBRIDGE | MA | 02138 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| MORAG BAMFORTH | ||||||||
| 99 IRVING STREET | CAMBRIDGE | MA | 02138 | TRUSTEE | 3.00 | $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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | |||||
| 1000 HARBOR BLVD | WEEHAWKEN | NJ | 07086 | INVESTMENT MANAGEMENT FEES | $172,949 |
| BURKE & RAPHAEL LLC | |||||
| 209 W CENTRAL ST STE 117 | NATICK | MA | 01760 | TAX PREPARATION | $8,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION DISBURSES FUNDS TO OTHER CHARITABLE ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | 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 | $43,818,631 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,214,377 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,382 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,034,390 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,034,390 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $675,516 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,358,874 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,217,944 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,217,944 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,233 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,233 | TotalTaxAmt |
| Distributable Before Adj | $2,203,711 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,203,711 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,203,711 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,465,264 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,465,264 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,203,711 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $470,171 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,101,094 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,571,265 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,465,264 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,203,711 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $261,553 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,832,818 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,832,818 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $470,171 | ExcessFromYear2Amt |
| Excess From Year1 | $2,101,094 | ExcessFromYear1Amt |
| Excess From Current Year | $261,553 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK R BAMFORTH | ContributingManagerNm |
| Contributing Manager | MORAG BAMFORTH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | PC | RESEARCH | $600,000 | |||||
| BIOMEDICAL SCIENCE CAREERS PROGRAM | |||||||||||
| 150 WOOD RD STE 300 | BRAINTREE | MA | 02184 | NC | EDUCATION | $10,000 | |||||
| BOSTON PUBLIC LIBRARY FUND | |||||||||||
| 700 BOYLSTON ST | BOSTON | MA | 02116 | PC | EDUCATION | $93,000 | |||||
| BOYS AND GIRLS CLUS OF NEW HAMPSHIRE | |||||||||||
| 17 N SPRING ST | CONCORD | NH | 03301 | NC | SUPPORT FOR CHILDREN | $50,000 | |||||
| CAMBRIDGE HEALTH ALLICANCE FOUNDATION | |||||||||||
| 350 MAIN ST 5TH FLOOR | MALDEN | MA | 02148 | NC | HEALTH CARE | $5,000 | |||||
| CARROLL SCHOOL | |||||||||||
| 25 BAKER BRIDGE RD | LINCOLN | MA | 01773 | NC | EDUCATION | $310,000 | |||||
| GREATER BOSTON FOOD BANK | |||||||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | NC | DISASTER RELIEF | $50,000 | |||||
| INTERNATIONAL INSTITUTION OF NEW ENGLAND | |||||||||||
| 2 BOYLSTON ST 3RD FLOOR | BOSTON | MA | 02116 | NC | EDUCATION AND REFUGEES SUPPORT | $330,000 | |||||
| MASS LIBERATION | |||||||||||
| 21519 MENLO AVE | TORRANCE | CA | 90502 | NC | EDUCATION | $392,764 | |||||
| NEW HAMPSHIRE FOOD BANK | |||||||||||
| 700 E INDUSTRIAL PK DR | MANCHESTER | NH | 03109 | NC | DISASTER RELIEF | $10,000 | |||||
| PASSIM | |||||||||||
| 47 PALMER ST | CAMBRIDGE | MA | 02138 | NC | EDUCATION | $10,000 | |||||
| PROCTOR ACADEMY | |||||||||||
| 204 MAIN ST | ANDOVER | NH | 03216 | NC | EDUCATION | $310,000 | |||||
| RAW ART WORKS | |||||||||||
| 37 CENTRAL SQ | LYNN | MA | 01901 | NC | EDUCATION | $10,000 | |||||
| THE ENTREPRENEURIAL SCOTLAND FOUNDATION USA | |||||||||||
| 1000 N WEST ST STE 1200 | WILMINGTON | DE | 19801 | NC | EDUCATION AND LEADERSHIP DEVELOPMENT | $57,500 | |||||
| THE SECOND STEP INC | |||||||||||
| PO BOX 600213 | NEWTONVILLE | MA | 02460 | NC | EDUCATION | $5,000 | |||||
| UNIVERSITY OF STRATHCLYDE | |||||||||||
| NC | EDUCATION | $32,000 | 16 RICHMOND ST | GLASGOW | SCOTLAND | UK | G11XQ | ||||
| WENTWORTH INSTITUTE OF TECHNOLOGY | |||||||||||
| 550 HUNTINGTON AVE | BOSTON | MA | 02115 | NC | EDUCATION | $90,000 | |||||
| YEAR UP | |||||||||||
| 45 MILK ST | BOSTON | MA | 02109 | NC | EDUCATION | $100,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,465,264 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $805,380 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $398,280 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,203,660 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,203,660 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION FEES | CategoryTxt |
| Amt | $8,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAMFORTH FAMILY LLC | Desc |
| BOY Book Value | $1,326 | BOYBookValueAmt |
| EOY Book Value | $1,322 | EOYBookValueAmt |
| EOYFMV | $1,322 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP NONDEDUCTIBLE EXPENSES | Desc |
| Amt | $304 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $172,949 | Amt |
| Net Investment Income | $172,949 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| MARK R BAMFORTH | |||
| 99 IRVING STREET | CAMBRIDGE | MA | 02138 |
| MORAG BAMFORTH | |||
| 99 IRVING STREET | CAMBRIDGE | MA | 02138 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $16,440 | $0 | $0 | $0 |
| STATE TAXES | $553 | $0 | $0 | $0 |
| FOREIGN TAXES | $6,753 | $6,753 | $0 | $0 |
Comments