CASEY & FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CASEY & FAMILY FOUNDATION (EIN 27-6364101)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-02
- IRS object ID
- 202221539349100322
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-02T15:09:32-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042689883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | 276364101 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CASEY & FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O THE PHILANTHROPIC INITIATIVE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CASE | BusinessNameControlTxt |
| Phone | 6173382590 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 ARLINGTON STREET SUITE 710 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER HARTMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6173382590 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNIFER | PersonFirstNm |
| Person Last | HARTMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HILLARY BURR CPA | PreparerPersonNm |
| PTIN | P00910379 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2022-05-18 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $53,571,118 | 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 |
| Interest On Sav Rev And Expnss | $64,146 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $64,146 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $885,633 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $885,633 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,370,372 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,024,828 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,370,372 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,320,151 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,320,151 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $172,613 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $82,790 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $89,823 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $157 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $15 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $39,948 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29,824 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $222,468 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $112,629 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $99,573 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,616,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,616,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,838,468 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $112,629 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,715,573 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $481,683 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,207,522 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $668,386 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,008,994 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,008,994 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,151,215 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,545,395 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $43,618,250 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $24,170,505 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,936,293 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,943,874 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $38,990,106 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,490,682 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,571,118 | 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 | $38,990,106 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,490,682 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,990,106 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,490,682 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,990,106 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,490,682 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,990,106 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $481,683 | ExcessRevenueOverExpensesAmt |
| Other Increases | $26,874 | OtherIncreasesAmt |
| Subtotal | $39,498,663 | SubtotalAmt |
| Other Decreases | $7,981 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,490,682 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WELLS FARGO #2098 | P | $1,500,000 | $1,499,332 | $668 | $668 |
| WELLS FARGO #2477 | P | $28,086 | $28,086 | $0 | $0 |
| WELLS FARGO #7963 | P | $264 | $265 | -$1 | -$1 |
| WELLS FARGO #9369 | P | $1,278,902 | $1,208,254 | $70,648 | $70,648 |
| RBC #6596 | P | $1,500,000 | $1,500,000 | $0 | $0 |
| RBC #6599 | P | $753,250 | $536,380 | $216,870 | $216,870 |
| RBC #6604 | P | $996,104 | $569,678 | $426,426 | $426,426 |
| RBC #6607 | P | $2,484,487 | $2,014,941 | $469,546 | $469,546 |
| RBC #6607 | P | $218,350 | $220,277 | -$1,927 | -$1,927 |
| RBC #6607 | P | $77,243 | $77,243 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $1,188,142 | $1,188,142 | $1,188,142 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,370,372 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44,585 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,585 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,585 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,096 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $55,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $65,096 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $737 | EsPenaltyAmt |
| Overpayment | $19,774 | OverpaymentAmt |
| Applied To ES Tax | $19,774 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHILANTHROPIC INITIATIVE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6173382590 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 ARLINGTON STREET SUITE 710 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| CURTIS W MARBLE | ||||||||
| PO BOX 827 | HARVARD | MA | 01451 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| EDWARD S HEALD | ||||||||
| 70 RODGERS ROAD | CARLISLE | MA | 01741 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID C MARBLE | ||||||||
| PO BOX 448 | LEXINGTON | MA | 02420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JENNIFER HARTMAN | ||||||||
| PO BOX 448 | LEXINGTON | MA | 02420 | TRUSTEE | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $50,316,230 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,208,781 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,525,011 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,525,011 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $787,875 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,737,136 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,586,857 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,586,857 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,585 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,585 | TotalTaxAmt |
| Distributable Before Adj | $2,542,272 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,542,272 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,542,272 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,715,573 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,715,573 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,542,272 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $391,459 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $850,793 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,242,252 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,715,573 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,542,272 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $173,301 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,415,553 | 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 | $1,415,553 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $391,459 | ExcessFromYear2Amt |
| Excess From Year1 | $850,793 | ExcessFromYear1Amt |
| Excess From Current Year | $173,301 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CAMBRIDGE IN AMERICA | ||||||||
| PO BOX 9123 JAF BLDG | NEW YORK | NY | 10087 | NOT RELATED | 501(C)(3) | CHARITABLE | $150,000 | |
| CENTER FOR APPLIED RATIONALITY | ||||||||
| 2036 BANCROFT WAY | BERKELEY | CA | 94704 | NOT RELATED | 501(C)(3) | CHARITABLE | $500,000 | |
| CONSERVATION LAW FOUNDATION | ||||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | NOT RELATED | 501(C)(3) | CHARITABLE | $50,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NOT RELATED | 501(C)(3) | CHARITABLE | $200,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NOT RELATED | 501(C)(3) | CHARITABLE | $40,000 | |
| EXPECT MIRACLES FOUNDATION | ||||||||
| 89 SOUTH STREET SUITE 701 | BOSTON | MA | 02111 | NOT RELATED | 501(C)(3) | CHARITABLE | $22,000 | |
| GRASSROOTS INTERNATIONAL | ||||||||
| 179 BOYLSTON STREET 4TH FLOOR | JAMAICA PLAIN | MA | 02130 | NOT RELATED | 501(C)(3) | CHARITABLE | $70,000 | |
| GROUNDSWELL INTERNATIONAL | ||||||||
| 1875 CONNECTICUT AVENUE NW 10TH | WASHINGTON | DC | 20009 | NOT RELATED | 501(C)(3) | CHARITABLE | $40,000 | FLOOR |
| HEALTH CARE WITHOUT HARM | ||||||||
| 12355 SUNRISE VALLEY DR SUITE 680 | RESTON | VA | 20191 | NOT RELATED | 501(C)(3) | CHARITABLE | $50,000 | |
| HOPEWELL FUND | ||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | NOT RELATED | 501(C)(3) | CHARITABLE | $60,000 | |
| INDIGENOUS ENVIRONMENTAL NETWORK | ||||||||
| PO BOX 485 | BEMIDJI | MN | 56619 | NOT RELATED | 501(C)(3) | CHARITABLE | $40,000 | |
| INNOCENCE PROJECT | ||||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | NOT RELATED | 501(C)(3) | CHARITABLE | $40,000 | |
| MIT CANCER RESEARCH FUND | ||||||||
| 600 MEMORIAL DRIVE | CAMBRIDGE | MA | 02139 | NOT RELATED | 501(C)(3) | CHARITABLE | $800,000 | |
| NATIONAL NETWORK OF ABORTION FUNDS | ||||||||
| 9450 SW GEMINI DRIVE PMB 16009 | BEAVERTON | OR | 970087105 | NOT RELATED | 501(C)(3) | CHARITABLE | $70,000 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | NOT RELATED | 501(C)(3) | CHARITABLE | $100,000 | |
| PROTEUS FUND | ||||||||
| 15 RESEARCH DRIVE SUITE B | AMHERST | MA | 01002 | NOT RELATED | 501(C)(3) | CHARITABLE | $75,000 | |
| SILVERLINING | ||||||||
| 500 NORTH CAPITOL STREET NW SUITE | WASHINGTON | DC | 20001 | NOT RELATED | 501(C)(3) | CHARITABLE | $100,000 | 210 |
| THE PINK FUND | ||||||||
| PO BOX 603 | BLOOMFIELD HILLS | MI | 48303 | NOT RELATED | 501(C)(3) | CHARITABLE | $35,000 | |
| TIDES CENTER PROJECT | ||||||||
| 1014 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | NOT RELATED | 501(C)(3) | CHARITABLE | $40,000 | |
| TRUSTEES OF TUFTS COLLEGE | ||||||||
| 136 HARRISON AVENUE | BOSTON | MA | 02111 | NOT RELATED | 501(C)(3) | CHARITABLE | $75,000 | |
| US CHARITABLE GIFT TRUST | ||||||||
| C/O RENIASSANCE ADMINISTRATION 8910 | INDIANAPOLIS | IN | 46268 | NOT RELATED | 501(C)(3) | CHARITABLE | $59,000 | PURDUE ROAD SUITE 500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,616,000 | 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 | $64,146 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $885,633 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,370,372 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,320,151 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,320,151 | 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 | WOLF & COMPANY, PC | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES & ETFS | StockNm |
| EOY Book Value | $29,545,395 | EOYBookValueAmt |
| EOYFMV | $43,618,250 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANFIRO INC. | AT COST | $100,000 | $100,000 |
| FIXED INCOME SECURITIES | AT COST | $6,730,628 | $6,717,981 |
| OTHER ASSETS | AT COST | $905,665 | $925,893 |
| PRI REBOUND TECHNOLOGIES INC, | AT COST | $200,000 | $200,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNTING ADJUSTMENT | Desc |
| Amt | $7,981 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MA FORM PC | $250 | $0 | $250 |
| USPS | $67 | $0 | $67 |
| WIRE FEES | $360 | $0 | $360 |
| DOCUMENT SHARING PROGRAM | $4,915 | $0 | $4,915 |
| OTHER EXPENSES | $658 | $0 | $658 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| TIMING DIFFERENCE OF 1099 INCOME & EXPENSES | $18,538 |
| BOOK/TAX DIFFERENCE IN STOCK SALES | $3,235 |
| NONDIVIDEND DISTRIBUTIONS | $5,101 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $82,790 | $82,790 | $0 |
| BIODIVERSITY FUNDERS GROUP | $3,600 | $0 | $3,600 |
| NEW ENGLAND INTERNATIONAL DONORS | $5,350 | $0 | $5,350 |
| GRAPEVINE.ORG MEMBERSHIP | $1,287 | $0 | $1,287 |
| SUSTAINABLE AGRICULTURE & FOOD MEMBERSHIP | $7,048 | $0 | $7,048 |
| THE PHILANTHROPIC INITIATIVE | $72,538 | $0 | $72,538 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED TAX PAYMENT | $10,124 | $0 | $0 |
| FOREIGN TAX PAID | $29,824 | $29,824 | $0 |
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