LIVING SPRINGS FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LIVING SPRINGS FOUNDATION (EIN 41-1904085)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-09
IRS object ID
202221299349102072
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-09T11:45:29-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411540027PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Sherburne & Dahl LtdBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1275 Market Street Suite 274AAddressLine1Txt
CityMinneapolisCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55405ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411904085EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LIVING SPRINGS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLIVIBusinessNameControlTxt
Phone6123383255PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1275 MARKET STREET SUITE 274AAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55405ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRobert JonasPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6123383255PhoneNum
Signature2022-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRobertPersonFirstNm
Person LastJonasPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKristopher DahlPreparerPersonNm
PTINP00165758PTIN
Phone6123383255PhoneNum
Preparation2022-05-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,091,339FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$35,194DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,194DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$392,819NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$395,382GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$392,819CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$428,013TotalRevAndExpnssAmt
Total Net Invst Incm$428,013TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$11,297AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,649AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$5,648AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,967OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,967OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,270TaxesRevAndExpnssAmt
Taxes Net Invst Incm$471TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$68OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$43OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,602TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,130TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,648TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$405,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$405,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$431,602TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,130TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$410,648TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,589ExcessRevenueOverExpensesAmt
Net Investment Income$412,883NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$17,899CashBOYAmt
Cash EOY$10,764CashEOYAmt
Cash EOYFMV$10,764CashEOYFMVAmt
Sav And Temp Cash Invst BOY$21,563SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$28,119SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$28,119SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$728AcctRcvblAmt
Acct Rcvbl BOY$1,176AcctRcvblBOYAmt
Acct Rcvbl EOY$728AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$728AcctRcvblEOYFMVAmt
Corporate Stock BOY$702,759CorporateStockBOYAmt
Corporate Stock EOY$700,197CorporateStockEOYAmt
Corporate Stock EOYFMV$1,393,457CorporateStockEOYFMVAmt
Corporate Bonds BOY$666,037CorporateBondsBOYAmt
Corporate Bonds EOY$666,037CorporateBondsEOYAmt
Corporate Bonds EOYFMV$658,271CorporateBondsEOYFMVAmt
Total Assets BOY$1,409,434TotalAssetsBOYAmt
Total Assets EOY$1,405,845TotalAssetsEOYAmt
Total Assets EOYFMV$2,091,339TotalAssetsEOYFMVAmt
Grants Payable BOY$187,500GrantsPayableBOYAmt
Grants Payable EOY$125,000GrantsPayableEOYAmt
Total Liabilities BOY$187,500TotalLiabilitiesBOYAmt
Total Liabilities EOY$125,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,508,220CapitalStockBOYAmt
Capital Stock EOY$1,508,220CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$286,286RetainedEarningBOYAmt
Retained Earning EOY-$227,375RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,221,934TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,280,845TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,409,434TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,405,845TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,221,934TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,589ExcessRevenueOverExpensesAmt
Other Increases$162,500OtherIncreasesAmt
Subtotal$1,380,845SubtotalAmt
Other Decreases$100,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,280,845TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Apple IncP2005-01-032021-12-14$386,286$2,563$383,723$383,723
Capital Gains DividendsP$9,096$9,096$9,096
FieldValueIRS element (for citing)
Capital Gain Net Income$392,819CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,739InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,739SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,739TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,400EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,400TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,339TaxDueAmt

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 StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKRISTOPHER DAHLIndividualWithBooksNm
Phone6123383255PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1275 MARKET STREET SUITE 274AAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55405ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARGARET BULLITT-JONAS
275 Market Street Suite 274AMinneapolisMN55405DIRECTOR0.00$0$0$0
ROBERT JONAS
275 Market Street Suite 274AMinneapolisMN55405DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,227,294AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$61,085AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,288,379TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,288,379AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$34,326CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,254,053NetVlNoncharitableAssetsAmt
Minimum Investment Return$112,703MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$112,703MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,739TaxBasedOnInvestmentIncomeAmt
Total Tax$5,739TotalTaxAmt
Distributable Before Adj$106,964DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$106,964DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$106,964DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$410,648ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$410,648QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$106,964DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$65,101ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$82,814ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$79,553ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$275,317ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$247,348ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$750,133TotalExcessDistributionCyovAmt
Qualifying Distributions$410,648QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$106,964AppliedToCurrentYearAmt
Remaining Distri From Corpus$303,684RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,053,817TotalCorpusAmt
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$65,101ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$988,716ExcessDistriCyovToNextYrAmt
Excess From Year4$82,814ExcessFromYear4Amt
Excess From Year3$79,553ExcessFromYear3Amt
Excess From Year2$275,317ExcessFromYear2Amt
Excess From Year1$247,348ExcessFromYear1Amt
Excess From Current Year$303,684ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLiving Springs FoundationRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1275 Market Street Suite 274AAddressLine1Txt
CityMinneapolisCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55405ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6123383255RecipientPhoneNum
Form And Info And MaterialsTWO SETS OF GRANT PROPOSAL SHOULD BE SUBMITTED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsPRIMARY FOCUS IS ON COMMUNITIES IN THE NEW ENGLAND AREA.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
350ORG
PO BOX 843004BOSTONMA02284PCGENERAL OPERATING$5,000
AGAPE COMMUNITY INC
2062 GREENWICH ROADWAREMA01082PCGENERAL SUPPORT$2,500
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221PCGENERAL OPERATING SUPPORT$2,000
AMHERST SURVIVAL CENTER
PO BOX 9629NORTH AMHERSTMA01059PCGENERAL OPERATING SUPPORT$3,000
ARISE FOR SOCIAL JUSTICE
38 SCHOOL STREETSPRINGFIELDMA01105PCGENERAL OEPRATING$2,500
BETTER FUTURE PROJECT INC
30 BOW STCAMBRIDGEMA02138PCEARMARKED FOR 350MASS$5,000
CENTER FOR BIOLOGICAL DIVERSITY
PO BOX 710TUCSONAZ85702PCGENERAL OPERATING$5,000
CENTER FOR ECO TECHNOLOGY
320 RIVERSIDE DRIVE 1-ANORTHAMPTONMA01062PCGENERAL SUPPORT$500
COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS
333 Bridge StreetSpringfieldMA01103PCGENERAL OPERATING - $6,000; MARKHAM-NATHAN FDN FOR SOCIAL JUSTICE - 2,000$8,000
COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE
ONE SUGARLOAF STREETSOUTH DEERFIELDMA01373PCGENERAL OPERATING$3,500
CONNECTICUT RIVER CONSERVANCY
15 BANK ROWGREENFIELDMA01301pcGENERAL SUPPORT$1,000
CONSERVATION INTERNATIONAL FOUNDATION
2011 CRYSTAL DRIVE SUITE 600ARLINGTONVA22202PCGENERAL OPERATING$2,000
EAGLE EYE INSTITUTE
PO BOX 440481SOMERVILLEMA02144PCGENERAL SUPPORT$2,000
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500SAN FRANCISCOCA94111PCNEVER REST CAMPAIGN$10,000
EPIPHANY SCHOOL INC
154 CENTRE STREETDORCHESTERMA02124PCGENERAL OPERATING SUPPORT$1,000
EPISCOPAL DIOCESE OF WESTERN MASSACHUSETTS
37 CHESTNUT STREETSPRINGFIELDMA01103PCHUMAN TO HUMAN PROGRAM$3,000
EPISCOPAL RELIEF AND DEVELOPMENT
PO BOX 7058MERRIFIELDVA22116PCGENERAL SUPPORT$5,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104PCGENERAL SUPPORT$1,000
FAMILY DIVERSITY PROJECTS INC
PO BOX 1246AMHERSTMA01004PCGENERAL OPERATING$1,000
FINCA INTERNATIONAL INC
PO BOX 98048WASHINGTONDC20090PCGENERAL SUPPORT$1,500
FOOD BANK OF WESTERN MASSACHUSETTS INC
PO BOX 160HATFIELDMA01038PCGENERAL OPERATING$5,000
FRANKLIN LAND TRUST INC
PO BOX 450SHELBURNE FALLSMA01370PCGENERAL FUND$52,000
FRIENDS OF THE EARTH
1101 15TH STREET NW 11TH FLOORWASHINGTONDC20005PCGENERAL OPERATING$2,500
GRAND CANYON TRUST
2601 N FORT VALLEY ROADFLAGSTAFFAZ86001PCGENERAL SUPPORT$1,000
GREENFAITH
1216 BROADWAY FLOOR 2 ROOM 1005NEW YORKNY10001PCSACRED SEASON FOR CLIMATE JUSTICE CAMPAIGN$7,500
GROW FOOD NORTHAMPTON INC
221 PINE STREET SUITE 349FLORENCEMA01062PCGENERAL OPERATING$2,000
HIGHSTEAD FOUNDATION
PO BOX 1097REDDINGCT06875PCSUPPORT US FOREST SERVICE PROJECT, 3 OF 3 PLEDGE$5,000
HILLTOWN LAND TRUST INC
332 BULLITT ROADASHFIELDMA01330PCGENERAL OPERATING$2,000
HISTORIC NORTHAMPTON
46 BRIDGE STREETNORTHAMPTONMA01060PCGENERAL OPERATING$1,000
HITCHCOCK CENTER FOR THE ENVIRONMENT
845 WEST STREETAMHERSTMA01002PCGENRAL FUND SUPPORT$27,500
KARUNA CENTER FOR PEACEBUILDING
PO BOX 727GREENFIELDMA01302PCGENERAL SUPPORT$2,000
KESTREL LAND TRUST
PO BOX 1016AMHERSTMA01004PC30,000 OPERATING EXPENSE, 3 OF 3 YEAR PLEDGE100,000 50 YEAR CAMPAIGN, 3 OF 3 YEAR PLEDGE$130,000
MASSACHUSETTS AUDUBON SOCIETY INC
208 SOUTH GREAT ROADLINCOLNMA01773PCFUND FOR NATURE$13,000
MASSACHUSETTS INTERFAITH POWER AND LIGHT
PO BOX 600163NEWTONMA02460PCGENERAL OPERATING SUPPORT$5,000
MONGABAYORG
1259 EL CAMINO REAL 150MENLO PARKCA94025PCGENERAL OPERATION$1,000
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREET 11TH FLOORNEW YORKNY10011PCGENERAL SUPPORT$2,500
NATURE CONSERVANCY IN MASSACHUSETTS
99 BEDFORD STREET SUITE 500BOSTONMA02111PCWESTERN MASSACHUSETTS PROGRAM$2,000
NEW ENGLAND GRASSROOTS ENVIRONMENT FUND INC
PO BOX 611NEWMARKETNH03857PCGENERAL OPERATION SUPPORT$3,000
NEW ENGLAND PUBLIC MEDIA INC
44 HAMPDEN STREETSpringfieldMA01103PCGENERAL SUPPORT$3,000
NORTHAMPTON SURVIVAL CENTER
265 PROSPECT STREETNORTHAMPTONMA01060PCGENERAL OPERATING$3,000
ORION SOCIETY
187 MAIN STREETGREAT BARRINGTONMA02130PCSUPPORT FOR THE ORION MAGAZINE$1,000
PASCOMMUCK CONSERVACTION TRUST
PO BOX 806EASTHAMPTONMA01027PCGENERAL OPERATING$1,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
PO BOX 97166WASHINGTONDC20090PCGENERAL OPERATING$1,000
PLANNED PARENTHOOD INTERNATIONAL
1129 20TH STREET NW 4TH FLOORWASHINGTONDC20036PCINTERNATIONAL PLANNED PARENTHOOD FEDERATIONWESTERN HEMISPHERE REGION$1,000
PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC
1055 COMMONWEALTH AVENUEBOSTONMA02215PCFOR LOCATIONS IN WESTERN MASSACHUSETTS$1,000
POPULATION CONNECTION
PO BOX 97129WASHINGTONDC20090PCUNRESTRICTED$1,000
RAINFOREST ACTION NETWORK
425 BUSH STREET SUITE 300SAN FRANCISCOCA94108PCGENERAL SUPPORT$2,500
SOCIETY OF SAINT JOHN THE EVANGELIST
980 MEMORIAL DRIVECAMBRIDGEMA02138PCGENERAL OPERATING FUND$2,500
SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVENUEMONTGOMERYAL36104PCGENERAL SUPPORT$2,000
THE SIERRA CLUB FOUNDATION
2101 WEBSTER STREET SUITE 1250OAKLANDCA94612PCDESIGNATED TO WESTERN MA WORK$2,000
THIRD SECTOR NEW ENGLAND INC
89 SOUTH ST STE 700BOSTONMA02111PCGARDENING THE COMMUNITY$7,000
TOXICS ACTION CENTER INC
294 WASHINGTON STREET 500BOSTONMA02108PCGENERAL OPERATING SUPPORT$2,000
TRUSTEES OF THE RESERVATIONS
200 HIGH STREET 4TH FLOORBOSTONMA02110PCWORK IN WESTERN MASSACHUSETTS$2,000
UNION OF CONCERNED SCIENTISTS INC
TWO BRATTLE SQUARECAMBRIDGEMA02138PCGENERAL SUPPORT$1,500
UNITED NATIONAL INDIAN TRIBAL YOUTH INC
935 E JAUNITA AVE SUITE CMESAAZ85204PCGENERAL OPERATING SUPPORT$1,000
UNITED WAY OF HAMPSHIRE COUNTY
71 KING STREETNORTHAMPTONMA01061PCGENERAL OPERATING$2,500
UNITED WAY OF PIONEER VALLEY INC
1441 MAIN STREET SUITE 147SPRINGFIELDMA01103PCGENERAL OPERATING SUPPORT$2,000
WILD EARTH SOCIETY INC
329 W PIERPONT AVENUE SUITE 300SALT LAKE CITYUT84101PCWILDLANDS NETWORK DESIGNATED FOR EASTERN USA$1,500
WORLD STEWARDSHIP INSTITUTE
PO BOX 7348SANTA ROSACA95407PCTHE NATIONAL RELIGIOUS COALITION ON CREATION CARE$2,000
WORLD WILDLIFE FUND INC
PO BOX 97180WASHINGTONDC200907180PCGENERAL SUPPORT$2,000
CORPORATE ACCOUNTABILITY
10 MILK ST STE 610BOSTONMA02108PCYEAR 2 OF 3 YEAR PLEDGE$25,000
ALLIANCE FOR TOMPOTIKA CONSERVATION
21416 86TH AVE SWVASHONWA98070PCGENERAL SUPPORT$1,500
APPALACHIAN MOUNTAIN CLUB
10 CITY SQUAREBOSTONMA02129PCTRANSPORTATION AND CLIMATE INITIATIVE: ADDRESSING ACTIVE TRANSPORTATION NEEDS IN ENVIRONMENTAL JUSTICE COMMUNITIES IN SPRINGFIELD, MA$3,500
BREATHING SPACE INC
102 COTTAGE STREETEASTHAMPTONMA01027PCGENERAL OPERATING$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$405,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HITCHCOCK CENTER FOR THE ENVIRONMENT
845 WEST STREETAMHERSTMA01002PCCLIMATE CHANGE, SUSTAINABILITY AND ENVIRONMENTAL JUSTICE EDUCATION CAPACITY BUILDING INITIATIVE$50,000
FRANKLIN LAND TRUST INC
PO BOX 450SHELBURNE FALLSMA01370PCGENERAL OPERATING$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$100,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$35,194ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$392,819ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$428,013ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$428,013TotalIncomeProducingActyAmt

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)
CategorySHERBURNE & DAHL, LTDCategoryTxt
Amt$11,297Amt
Net Investment Income$5,649NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,648DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDS & FIXED INCOME FUNDS - SCHEDULE AVAIL UPON REQUESTBondNm
EOY Book Value$666,037EOYBookValueAmt
EOYFMV$658,271EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCK & EQUITY FUNDS - SCHED AVAIL UPON REQUESTStockNm
EOY Book Value$700,197EOYBookValueAmt
EOYFMV$1,393,457EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescGrant commitments increase in 2021 (Included in Future grants payable)Desc
Amt$100,000Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$13$13$0$0
STATE OF MN FILING FEE$25$0$0$0
MISCELLANEOUS$30$30$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescGrants previously accrued and paid in 2021Desc
Amt$162,500Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryUS BANK MANAGEMENT FEESCategoryTxt
Amt$8,967Amt
Net Investment Income$8,967NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
ROBERT JONAS
109 OLANDER DRIVENORTHAMPTONMA01060
MARGARET BULLITT JONAS
109 OLANDER DRIVENORTHAMPTONMA01060

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$471$471$0$0
FEDERAL EXCISE TAXES PAID$5,799$0$0$0

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