Strategy Studio is now furp.org. Same site, same data, new address. Please update your bookmarks (and anything that links to strategystudio.org); old links keep working by sending you here.
ONCE HERE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ONCE HERE FOUNDATION (EIN 81-7001052)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-11
- IRS object ID
- 202241319349105009
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T13:48:48-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042620388 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLES & BODOIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 SECOND AVENUE | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | 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 | 817001052 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ONCE HERE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ONCE | BusinessNameControlTxt |
| Phone | 7814551400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 HIGHLAND STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARL BANDTEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7814551400 | PhoneNum |
| Signature | 2022-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KARL | PersonFirstNm |
| Person Last | BANDTEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK CONSTANCE CPA | PreparerPersonNm |
| PTIN | P00047999 | PTIN |
| Phone | 7814551400 | PhoneNum |
| Preparation | 2022-05-09 | 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 | $41,041,064 | 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 | $2,737,028 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $496,040 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $496,040 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,367,537 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,292,066 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,367,537 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,600,605 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,863,577 | 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 |
| Legal Fees Rev And Expnss | $1,386 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,386 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,150 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,128 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $500 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,009 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,001 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,673 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,001 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,036 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,727,002 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,727,002 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,740,675 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,001 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,733,038 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,859,930 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,860,576 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,184,524 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,076,502 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,076,502 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $986,167 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $986,167 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,008,600 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $928,850 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $909,400 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,268,553 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,656,237 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,871,413 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,929,136 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,400,435 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,175,149 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $31,368,380 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,048,191 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,041,064 | 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 | $31,368,380 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,048,191 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,368,380 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,048,191 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,368,380 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,048,191 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,368,380 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,859,930 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $34,228,310 | SubtotalAmt |
| Other Decreases | $1,180,119 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,048,191 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 104000 RANGE RES CORP NOTE | P | 2020-04-22 | 2021-04-05 | $104,000 | $89,570 | $14,430 | $14,430 |
| US TREASURY STRIP | D | 2021-03-05 | $3,979,240 | $3,632,317 | $346,923 | $346,923 | |
| 450000 ANTERO MIDSTREAM PARTNERS | P | 2021-06-08 | $462,096 | $411,154 | $50,942 | $50,942 | |
| CHENIERE ENERGY PARTNERS LP | P | 2021-02-25 | $404,600 | $253,270 | $151,330 | $151,330 | |
| CHENIERE ENERGY PARTNERS NOTE | P | 2020-03-09 | 2021-10-01 | $514,065 | $515,790 | -$1,725 | -$1,725 |
| ANTERO RESOURCES SER B | P | 2020-04-22 | 2021-06-01 | $25,000 | $15,295 | $9,705 | $9,705 |
| 5000 SHS PIONEER NATURAL RESOURCES | D | 2021-12-09 | 2021-12-16 | $893,925 | $639,061 | $254,864 | $254,864 |
| 2654 SHS PIONEER NATURAL RESOURCES | D | 2021-12-14 | 2021-12-20 | $474,350 | $195,336 | $279,014 | $279,014 |
| 1336 SHS PIONEER NATURAL RESOURCES | D | 2021-12-14 | 2021-12-20 | $238,783 | $98,331 | $140,452 | $140,452 |
| 900 SHS PIONEER NATURAL RESOURCES | D | 2021-12-14 | 2021-12-20 | $160,868 | $66,241 | $94,627 | $94,627 |
| 100 SHS PIOMEER NATURAL RESOURCE | D | 2021-12-14 | 2021-12-20 | $17,871 | $7,360 | $10,511 | $10,511 |
| 10 SHS PIONEER NATURAL RESOURCES | D | 2021-12-14 | 2021-12-20 | $1,787 | $736 | $1,051 | $1,051 |
| CHENIERE ENERGY PARTNERS LP K-1 | P | 2021-12-31 | $68 | -$68 | -$68 | ||
| CAPITAL GAINS DIVIDENDS | P | $15,481 | $15,481 | $15,481 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,367,537 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,862 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,862 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,862 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,800 | 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 | $20,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,062 | TaxDueAmt |
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 |
| Individual With Books | KARL BANDTEL | IndividualWithBooksNm |
| Phone | 7814551400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 HIGHLAND 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| KARL BANDTEL | ||||||||
| 17 HIGHLAND STREET | CAMBRIDGE | MA | 02138 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| FARLEY URMSTON | ||||||||
| 17 HIGHLAND STREET | CAMBRIDGE | MA | 02138 | 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 | $24,812,115 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,258,512 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,070,627 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,070,627 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $571,059 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,499,568 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,874,978 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,874,978 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,862 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,862 | TotalTaxAmt |
| Distributable Before Adj | $1,849,116 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,849,116 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,849,116 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,733,038 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,733,038 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,849,116 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $27,166 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,166 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,733,038 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,733,038 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $27,166 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $27,166 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $88,912 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KARL BANDTEL | 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| DON ABRAM | ||||||||
| 2858 W SHAKESPEARE 2W | CHICAGO | IL | 60647 | NONE | N/A | FELLOWSHIP- TO SUPPORT PROGRAMMATIC AND OPERATIONAL NEEDS OF PRIDE IN THE PEWS | $40,000 | |
| CALLING ALL CROWS | ||||||||
| 1330 BEACON STREET | BROOKLINE | MA | 02446 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 | |
| CAMBRIDGE HOUSE FOR INNER PEACE | ||||||||
| 362 BROADWAY | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | CHARITABLE- HELP PAY LEGAL FEES FOR FORMATION | $100,000 | |
| CAMP JABBERWOCKY | ||||||||
| 200 GREENWOOD AVE | VINEYARD HAVEN | MA | 02568 | NONE | PUBLIC CHARITY | CHARITABLE | $100,000 | |
| CONCORD PRISON OUTREACH | ||||||||
| 23 BRADFORD STREET | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | CHARITABLE | $75,000 | |
| CURIOUS LEARNING | ||||||||
| 34A WALKER STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | CHARITABLE | $75,000 | |
| DONATION FROM K-1 CHENIERE ENERGY PARTNERS LP | ||||||||
| 700 MILAM STREET SUITE 1900 | HOUSTON | TX | 77002 | NONE | PUBLIC CHARITY | CHARITABLE | $2 | |
| FRIENDS OF MATENWA | ||||||||
| PO BOX 494 | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | CHARITABLE | $100,000 | |
| HARVARD DIVINITY SCHOOL | ||||||||
| 45 FRANCIS AVE | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | CHARITABLE | $225,000 | |
| LOUIS D BROWN PEACE INSTITUTE | ||||||||
| 15 CHRISTOPHER STREET | DORCHESTER | MA | 02122 | NONE | PUBLIC CHARITY | CHARITABLE | $100,000 | |
| LOVELANE | ||||||||
| 40 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 | |
| MASS GENERAL HOSPITAL | ||||||||
| 275 CAMBRIDGE STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | CHARITABLE | $300,000 | |
| MCLEAN HOSPITAL | ||||||||
| 115 MILL STREET | BELMONT | MA | 02478 | NONE | PUBLIC CHARITY | CHARITABLE | $75,000 | |
| MOTHERS FOR JUSTICE AND EQUALITY | ||||||||
| 2201 WASHINGTON STREET | BOSTON | MA | 02119 | NONE | PUBLIC CHARITY | CHARITABLE | $100,000 | |
| SHOOTING TOUCH | ||||||||
| 65 SPRAGUE STREET EAST BUILDING 2ND | BOSTON | MA | 02136 | NONE | PUBLIC CHARITY | CHARITABLE | $100,000 | FLOOR |
| UNITED SOUTH END SETTLEMENTS | ||||||||
| 48 RUTLAND STREET | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | CHARITABLE | $100,000 | |
| WELLINGTON MANAGEMENT FOUNDATION | ||||||||
| 280 CONGRESS STREET | BOSTON | MA | 02210 | NONE | PUBLIC CHARITY | CHARITABLE | $125,000 | |
| LACETTE CROSS | ||||||||
| 503 FOURQUREAN LN | RICHMOND | VA | 23222 | NONE | N/A | FELLOWSHIP TO HELP PASTORS, MINISTERS AND OTHER CLERGY LEADERS WHO HAVE ATTENDED SEMINARY TO INCREASE THEIR KNOWLEDGE ABOUT SEXUALITY MATTERS AND GIVE THEM TOOLS TO CONSTRUCT A THEOLOGY THAT CAN GUIDE THEIR PASTORAL CARE EFFORTS | $12,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,727,002 | 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 | $496,040 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,367,537 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,863,577 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,863,577 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| KARL BANDTEL | |||||||
| 1 | 17 HIGHLAND ST | CAMBRIDGE | MA | 02138 | $915,450 | Yes (X) | |
| KARL BANDTEL | |||||||
| 2 | 17 HIGHLAND ST | CAMBRIDGE | MA | 02138 | $887,600 | Yes (X) | |
| KARL BANDTEL | |||||||
| 3 | 17 HIGHLAND ST | CAMBRIDGE | MA | 02138 | $928,850 | Yes (X) | |
| KARL BANDTEL | |||||||
| 4 | 17 HIGHLAND ST | CAMBRIDGE | MA | 02138 | $5,128 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 5000 SHS PIONEER NATURAL RESOURCES STOCK | $915,450 | 2021-12-09 |
| 2 | 5000 SHS PIONEER NATURAL RESOURCES STOCK | $887,600 | 2021-12-14 |
| 3 | 5000 SHS PIONEER NATURAL RESOURCES STOCK | $928,850 | 2021-12-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CANADIAN NAT RES LTD | $345,031 | $391,569 |
| RANGE RES CORPORATE NOTE 3/15/23 | $180,783 | $213,703 |
| CROWN AMERS LLC NOTE | $38,511 | $44,835 |
| PIONEER NAT RES CO NOTE | $481,925 | $504,295 |
| MARRIOTT INTL INC NEW SER CC NOTE | $455,345 | $522,940 |
| BOEING CO NOTE | $154,642 | $194,071 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PIONEER NATURAL RESOURCES STOCK | StockNm |
| EOY Book Value | $928,850 | EOYBookValueAmt |
| EOYFMV | $909,400 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $986,167 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,008,600 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY TOTAL MARKET INDEX INSTITUTIONAL CLASS | AT COST | $5,669,520 | $11,201,983 |
| FIDELITY U.S. BOND INDEX INSTITUTIONAL | AT COST | $3,237,944 | $3,344,765 |
| VANGUARD SCOTTSDALE FDS SHORT TERM TREASURY | AT COST | $2,385,443 | $2,433,200 |
| ALTA MESSA HOLDINGS LP/GCB ALTA MESA | AT COST | $41,955 | $41,955 |
| VULCAN MATLS CO NOTE | AT COST | $172,274 | $246,346 |
| VIPER ENERGY PARTNERS LP | AT COST | $781,700 | $2,131,000 |
| VANGUARD SPECIALIZED FUNDS | AT COST | $1,119,199 | $1,717,500 |
| VNAGUARD SCOTTSDALE LONG TERM | AT COST | $992,400 | $1,058,400 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,386 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,386 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $1,180,119 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHENIERE ENERGY PARTNERS, LP | $3,003 | $3,001 | $0 |
| NONDEDUCTIBLE EXPENSE PER CHENIERE K-1 | $6 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE | $4,628 | $0 | $0 |
| FILING FEES | $500 | $0 | $500 |