ANN THEODORE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ANN THEODORE FOUNDATION (EIN 81-4558318)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-10-12
- IRS object ID
- 202242859349101014
- Schema version
- 2020v4.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-12T17:37:36-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PECK ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 WALNUT STREET SUITE 210 | AddressLine1Txt |
| City | WELLESLEY HILLS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024812104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814558318 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN THEODORE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | AMY B NAUGHTON TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % AMY NAUGHTON ESQ | InCareOfNm |
| Business Name Control | ANNT | BusinessNameControlTxt |
| Phone | 6177426720 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY NAUGHTON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6177426720 | PhoneNum |
| Signature | 2022-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AMY | PersonFirstNm |
| Person Last | NAUGHTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY J MARINI CPA | PreparerPersonNm |
| PTIN | P00179616 | PTIN |
| Phone | 7812357517 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $135,010,463 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $157 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $157 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,124,609 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,124,609 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,302,728 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,839,505 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,302,728 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,427,494 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,427,494 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $10,724 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,362 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,825 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,006,721 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $442,873 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $563,348 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,039 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,039 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $26,119 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,119 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $66,145 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $66,070 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,120,398 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $540,926 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $573,535 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,717,363 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,717,363 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,837,761 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $540,926 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,290,898 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,410,267 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,886,568 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,158 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $559,026 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $559,026 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $24,429,691 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,492,209 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,651,861 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $68,895,941 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $67,093,650 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $104,799,576 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $93,326,790 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,144,885 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $135,010,463 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $771,639 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $771,639 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $92,555,152 | CapitalStockBOYAmt |
| Capital Stock EOY | $88,144,885 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $92,555,152 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $88,144,885 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $93,326,791 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $88,144,885 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $92,555,152 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,410,267 | ExcessRevenueOverExpensesAmt |
| Subtotal | $88,144,885 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $88,144,885 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 6,159.11 SHS DOUBLINE TOTAL RE | P | 2021-02-16 | $65,525 | $66,035 | -$424 | -$510 | |
| 1,708.22 SHS GUGGENHEIM TOTAL | P | 2021-08-18 | $49,990 | $50,944 | -$478 | -$954 | |
| 43,018 SHS VANGUARD SHRT INF | P | 2021-05-12 | $2,248,427 | $2,153,013 | $95,414 | $95,414 | |
| 1,171.69 SHS DOUBLELINE TOTAL | 2021-02-16 | $12,465 | $12,469 | -$4 | -$4 | 2017-05-17 | |
| 350 SHS ISHARES 3-7 YEAR TRERY | 2021-08-18 | $45,934 | $46,779 | -$845 | -$845 | 2020-06-30 | |
| 14,704 SHS VANGUARD TOTAL ST | 2021-11-05 | $3,298,559 | $2,070,007 | $1,228,552 | $1,228,552 | ||
| 33,014 SHS GUGGENHEIM TOTAL RE | 2020-12-14 | $999,990 | $886,171 | $113,819 | $113,819 | ||
| 900 SHS ISHARES3-7 YEAR TRERY | 2021-02-16 | $118,616 | $120,290 | -$1,674 | -$1,674 | 2020-06-30 | |
| CAPITAL GAIN DIVIDENDS | P | $31,443 | |||||
| CAPITAL GAIN DIVIDENDS | P | $31,443 | |||||
| CAPITAL GAIN DIVIDENDS | P | $31,443 | |||||
| CAPITAL GAIN DIVIDENDS | P | $31,443 | |||||
| CAPITAL GAIN DIVIDENDS | P | $31,443 | |||||
| CAPITAL GAIN DIVIDENDS | P | $31,443 | |||||
| CAPITAL GAIN DIVIDENDS | P | $31,443 | |||||
| CAPITAL GAIN DIVIDENDS | P | $31,443 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,302,728 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,223 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $26,223 | SubtotalAmt |
| Tax Based On Investment Income | $26,223 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,182 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $58,182 | TotalPaymentsAndCreditsAmt |
| Overpayment | $31,959 | OverpaymentAmt |
| Applied To ES Tax | $31,959 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY NAUGHTON ESQ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177426720 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY NAUGHTON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LOURIE CUTLER PC | AddressLine1Txt |
| Address Line2 | 60 STATE STREET | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SCS CAPITAL MANAGEMENT LLC | |||||
| 888 BOYLSTON ST STE 1010 | BOSTON | MA | 021998198 | INVESTMENT MGMT | $442,872 |
| THE PHILANTHROPIC INITIATIVE | |||||
| 75 ARLINGTON ST STE 710 | BOSTON | MA | 02116 | CONSULTING | $563,848 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,547,755 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$109,728 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $84,585,853 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $123,023,880 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $123,023,880 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,845,358 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $121,178,522 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,058,926 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,058,926 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,223 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,223 | TotalTaxAmt |
| Distributable Before Adj | $6,032,703 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,032,703 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,032,703 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,290,898 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $6,290,898 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,290,898 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,032,703 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,020,691 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,290,898 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,020,691 | AppliedToYear1Amt |
| Applied To Current Year | $1,270,207 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $4,762,496 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANN THEDORE FOUNDATION SCHOLARSHIP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TPI 75 ARLINGTON ST STE 710 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | ANNTHEODORESCHOLARSHIP@TPI.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | INTERESTED APPLICANTS WILL COMPLETE AN ONLINE APPLICATION AT HTTPS://WWW.GRANTINTERFACE.COM/HOME/LOGON?URLKEY=ANNTHEODORE applicants will submit the following materials: . Financial aid award letter (if available) . High school transcript . College transcript for students who are already in college . Essays - Essay questions are located within the online application . FAFSA Student Aid Report (SAR) - This document will be approximately five pages long. You must submit the ENTIRE Timeline Scholarship applications due May 3, 2021 by 5:00 pm Interviews with finalists June 2021 Scholarships announced End of June 2021 Scholarship checks sent to colleges August 2021 SAR document. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Timeline Scholarship applications availalble FEBRUARY Scholarship applications due MAY 4 by 5:00 pm | SubmissionDeadlinesTxt |
| Restrictions On Awards | his program is designed to help residents in North Babylon and Roosevelt, New York and Manchester, New Hampshire. The program serves low-income and high school seniors and adults who have a desire and a plan to achieve a college degree and from whom financial support along with mentoring and guidance will enable them to move ahead with their dreams of attaining a college degree. If accepted into the program, students receive scholarships of up to $25,000 annually, for up to four years, plus individual mentoring and funding for enrichment opportunities. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ROOSEVELT UNION FREE SCHOOL DISTRICT | ||||||||
| 240 DENTON PLACE | ROOSEVELT | NY | 11575 | NONE | EOF | TO HELP FURTHER EDUCATION FOR CHILDREN IN K THRU 12 GRADES. | $144,718 | |
| ANN THEODORE FOUNDATION SCHOLARSHIP FUND | ||||||||
| THE PHILANTHROPIC INITIATIVE | BOSTON | MA | 02116 | NONE | EOF | TO HELP FURTHER EDUCATION FOR LOW-INCOME HIGH SCHOOL SENIORS AND ADULTS. | $967,550 | 725 ARLINGTON STREET STE 710 |
| THE MILKEN INSTITUTE | ||||||||
| 730 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | EOF | TO HELP SUPPORT HELPING PEOPLE PURSUE EDUCATION AND GAINFUL EMPLOYMENT. | $392,500 | |
| CITY STRINGS UNITED | ||||||||
| PO BOX 192120 | ROXBURY | MA | 02119 | NONE | EOF | TO SUPPORT HIGH-QUALITY YOUTH PROGRAMS TO CREATE POSITIVE CHANGE IN ECONOMICALLY-STRAINED COMMUNITIES AND FOSTER THE SOCIAL, EMOTIONAL AND EDUCATIONAL DEVELOPMENT OF ITS YOUTH. | $26,000 | |
| MANCHESTER COMMUNICTY MUSIC SCHOOL | ||||||||
| 2291 ELM STREET | MANCHESTER | NH | 03104 | NONE | EOF | TO HELP SUPPORT CHANGING LIVES THROUGH THE POWER OF LEARNING, SHARING AND MAKING MUSIC. | $226,000 | |
| THE ART OF PROBLEM SOLVING INITIATIVE INC | ||||||||
| 55 EXCHANGE PLACE SUITE 603 | NEW YORK | NY | 10005 | NONE | EOF | TO HELP FURTHER EDUCATION IN ADVANCED MATHHETICS EDUCATION FOR LOW-INCOME STUDENTS IN MIDDLE AND HIGH SCHOOL. | $172,000 | |
| HARMONY PROGRAM | ||||||||
| 1700 BROADWAY 39TH FLOOR | NEW YORK | NY | 10019 | NONE | EOF | TO HELP PROVIDE STUDENTS WITH INSTRUMENTS, BOOKS AND INSTRUCTION. | $225,000 | |
| NATIONAL SOCIETY OF BLACK ENGINEERS | ||||||||
| 205 DAINGERFIELD ROAD | ALEXANDRIA | VA | 22314 | NONE | EOF | TO INVEST IN THE FUTURE EDUCATION OF BLACK ENGINEERS. | $100,000 | |
| THE PHILANTHROPY MASSACHUSETTS | ||||||||
| 133 FEDERAL ST 802 | BOSTON | MA | 02110 | NONE | EOF | TO SUPPORT THE PROGRAMS TO HELP FURTHER THE ORGANIZATION'S MISSION. | $275,000 | |
| GREEN WAVE | ||||||||
| PO BOX 550 | NEW HAVEN | CT | 06513 | NONE | EOF | TO HELP SUPPORT THE MISSION AND PROGRAMS FOR REGENERATIVE OCEAN FARMING TO HELP BUILD COMMUNITY-BASED CLIMATE SOLUTIONS OUT AT SEA. | $100,000 | |
| NATIONAL DOUBLE DUTCH LEAGUE INC | ||||||||
| 888 GRAND CONCOURSE | BRONX | NY | 10451 | NONE | EOF | TO SUPPORT THE TRAINING PROGRAMS AND EVENTS OF THE LEAGUE. | $30,000 | |
| NEW HAMPSHIRE JOBS FOR AMERICA'S GRADUATES | ||||||||
| 1 HORSESHOE POND LANE | CONCORD | NH | 03301 | NONE | EOF | TO SUPPORT THE PROGRAM'S MISSION TO CULTIVATE YOUTH SUCCESS THROUGH ACADEMIC, LEADERSHIP AND WORKFORCE OPPORTUNITIES IN COLLABORATION WITH BUSINESS AND COMMUNITY PARTNERSHIPS. | $71,000 | |
| MY TURN INC- AMERICA'S YOUTH TEENAGE UNEMPLOYMENT | ||||||||
| 340 GRANITE STREET SUITE 100 | MANCHESTER | NH | 03102 | NONE | EOF | TO HELP SUPPOR THE PROGRAMS FOCUS ON ECONOICALLY, SOCIALLY AND EDUCATIONALLY DISADVANTAGED YOUTH IN POORER NEIGHBORHOODS/COMMUNITIES. TO HELP THEM FURTHER EDUCATION AND OBTAIN CAREER-LADDER JOBS. | $50,000 | |
| NEW HAMPSHIRE INNOVATION AND CREATIVY CONNECTION | ||||||||
| PO BOX 6186 | MANCHESTER | NH | 03108 | NONE | EOF | TO HELP SUPPORT THE ORGANIZAITON'S MULTIPLE PROGRAMS TO HELP OUR STUDENTS BECOME THE LEADERS AND INNOVATORS OF THE FUTURE. | $15,000 | |
| NORTH BABYLON SCHOOL DISTRICT | ||||||||
| 5 JARDINE PLACE | NORTH BABYLON | NY | 11703 | NONE | EOF | TO HELP FURTHER EDUCATION FOR CHILDREN IN K THRU 12 GRADES. | $2,095 | |
| THE NEW HAMPSHIRE FOOD BANK | ||||||||
| 700 EAST INDUSTRIAL PARK DRIVE | MANCHESTER | NH | 03109 | NONE | EOF | TO SUPPORT THE PROGRAMS AND SERVICES TO CREATE PATHWAYS OUT OF POVERTY AND STRENGTHEN FAMILIES. | $1,550,000 | |
| ROOSEVELT COMMUNITY RESPONSE TEAM | ||||||||
| CHOICE FOR ALL INC | ROOSEVELT | NY | 11575 | NONE | EOF | TO SUPPORT THE MISSION TO ADVANC CHILD, FAMILY AND COMMUNITY WELL-BEING ON LONG ISLAND AND BEYOND. | $10,000 | 59 BABYLON TURKPIKE |
| GIRLS AT WORK INC | ||||||||
| 200 BEDFORD STREET | MANCHESTER | NH | 03101 | NONE | EOF | TO SUPPORT THE MISSION TO EMPOWER GILRS WITH TOOLS TO OVER COME ADVERSITY AND BUILD CONFIDENCE NEEDED TO FACE CURRENT AND FUTURE LIFE CHALLENGES. | $25,000 | |
| MAYHEW INC | ||||||||
| PO BOX 120 | BRISTOL | NH | 03222 | NONE | EOF | TO SUPPORT THE FUND'S MISSION TO CHALLENGES AND HELPS AT-RISK NEW HAMPSHIRE BOYS TO BELIEVE IN THEMSELVES. | $105,000 | 293 WEST SHORE ROAD |
| NEXT STEP | ||||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NONE | EOF | TO SUPPORT THE PROGRAMS TO HELP YOUNG PEOPLE MANAGE LIFE-THREATENING DIAGNOSIS, INTENSE MEDICAL TREATMENT AND/OR SERIOUS HEALTH ISSUES. | $65,500 | |
| ORGANIZATION FOR REFUGEE & IMMIGRANT SUCCESS | ||||||||
| 434 LAKE AVENUESECOND FLOOR | MANCHESTER | NH | 03103 | EOF | TO HELP SUPPORT THE ORGANIZATION'S MISSON IN AIDING THE RESETTELMENT OF REFUGEES AND IMMIGRANTS BY PROVIDING ASSISTANCE, TRAINING, RESOURCES, AND OPPORTUNITIES THAT PROMOTE SELF-SUFFICIENCY. | $153,000 | ||
| BREAKTHROUGH MANCHESTER | ||||||||
| THE DERRYFIELD SCHOOL | MANCHESTER | NH | 03104 | NONE | EOF | TO HELP SUPPORT THE PROGRAM'S MISSION TO PROVIDE SIX YEARS OF INTENSIVE, TUITION-FREE PORGRAMMING TO SUPPORT STUDNEDS FROM TRADITIONALLY UNDERSERVED COMMUNITIES ON THEIR PATH TO COLLEGE. | $10,000 | 2108 RIVER ROAD |
| GREEN AMERICA | ||||||||
| 1612 K STREET NW SUITE 1000 | WASHINGTON | DC | 20006 | NONE | EOF | TO SUPPORRT THE ORGANIZATION'S MISSION TO STRENGTHEN CONSUMERS, INVESTORS, BUSINESSES, AND THE MARKETPLACE TO CREATE A SOCIALLY JUST AND ENVIRONMENTALLY SUSTAINABLE SOCIETY. | $400,000 | |
| GRID ALTERNATIVES | ||||||||
| 1171 OCEAN AVENUE SUTE 200 | OAKLAND | CA | 94608 | NONE | EOF | TO HELP SUPPORT THE PORGRAMS TO MAKE SOLAR PV TECHNOLOGY PRACTICAL AND ACCESSIBLE FOR LOW-INCOME COMMUNITIES, WHILE PROVIDING PATHWAYS TO CLEAN ENERGY JOBS. | $350,000 | |
| QUIVIRA COALITION | ||||||||
| 1413 SECOND STREET SUITE 1 | SANTA FE | NM | 87505 | EOF | TO HELPS SUPPORT THE COLAITIONS MISSION TO BUILD SOIL, biodiversity, and resilience on western working landscapes. TO foster ecological, economic, and social health through education, innovation, and collaboration. | $200,000 | ||
| YEAR UP | ||||||||
| 45 MILK STREET | BOSTON | MA | 02109 | EOF | TO HELP SUPPORT EDUCATION AND JUSTICE FOR ALL YOUNG ADULTS. | $52,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,717,363 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $157 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,124,609 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,302,728 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | US INCOME TAX REFUND | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,427,494 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,427,494 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PECK ASSOCIATES, P.C. | CategoryTxt |
| Amt | $9,650 | Amt |
| Net Investment Income | $4,825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,825 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $20,492,209 | EOYBookValueAmt |
| EOYFMV | $29,651,861 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $9,155,165 | $9,329,637 |
| HEDGED EQUITY-OFFSHORE LTD | AT COST | $12,298,000 | $15,526,062 |
| MULTI-SECTOR CREDIT OFFSHORE | AT COST | $4,534,392 | $5,618,013 |
| PRIVATE COINV. OPP OFFSHORE LP | AT COST | $607,350 | $1,610,456 |
| PUBLIC MARKETS, LLC | AT COST | $15,777,280 | $22,830,463 |
| INT'L PUBLIC EQUITY FUND | AT COST | $0 | $0 |
| ABSOLUTE RETURN STRATEGIES-OFF | AT COST | $4,040,000 | $5,534,766 |
| PRIVATE EQUITY IV OFFSHORE LP | AT COST | $2,664,477 | $13,783,488 |
| PRIVATE CREDIT STRAT III OS LP | AT COST | $3,860,809 | $4,370,450 |
| PRIVATE EQUITY V OFFSHORE LP | AT COST | $4,407,550 | $12,769,222 |
| PRIVATE EQUITY VI OFFSHORE LP | AT COST | $4,666,427 | $8,053,140 |
| PRIVATE EQUITY VII OFFSHORE LP | AT COST | $3,112,540 | $3,387,060 |
| PRIVATE CREDIT IV OFFSHORE LP | AT COST | $1,969,660 | $1,986,819 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOURIE & CUTLER, P.C. | CategoryTxt |
| Legal Fees | $10,724 | LegalFeesAmt |
| Disbursements Charitable Prps | $5,362 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK SERVCE CHARGES | $250 | $250 |
| OTHER PORTFOLIO DEDUCTIONS | $69,417 | $69,417 |
| ANNUAL NH FILING FEES | $75 | |
| OTHER INCOME/LOSS | -$3,597 | -$3,597 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LOAN | Desc |
| BOY Book Value | $771,639 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CONSULTING (TPI) | $563,848 | $563,348 | |
| INVESTMENT MANAGEMENT FEES | $442,873 | $442,873 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $26,119 | Amt |
| Net Investment Income | $26,119 | NetInvestmentIncomeAmt |
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