MCCANCE FOUNDATION TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MCCANCE FOUNDATION TR (EIN 04-6772532)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202233139349101933
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T14:23:05-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman & Noyes | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 507 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | 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 | 046772532 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The McCance Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCCA | BusinessNameControlTxt |
| Phone | 6173126978 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 422 | AddressLine1Txt |
| City | North Scituate | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Katie Cutler | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 6173126978 | PhoneNum |
| Signature | 2022-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Katie | PersonFirstNm |
| Person Last | Cutler | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Connor Smart | PreparerPersonNm |
| PTIN | P02285543 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2022-11-01 | 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 | $91,930,926 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $470,637 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $470,637 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,345,306 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,811,426 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,345,306 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $183,095 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $183,118 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,999,038 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,999,061 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $120,327 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,033 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $108,294 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,886 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $989 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,897 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $338,266 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $284,279 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $53,987 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $114,423 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,808 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,615 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,338 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,338 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $195,546 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $181,965 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,581 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $800,901 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $497,824 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $194,847 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,403,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,403,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,204,401 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $497,824 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,598,347 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,205,363 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,501,237 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $80,273 | CashBOYAmt |
| Cash EOY | $129,048 | CashEOYAmt |
| Cash EOYFMV | $129,048 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,049,438 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,049,845 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,049,845 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,414,917 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,336,647 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,336,647 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $33,936,207 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,924,265 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,924,265 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,983,522 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,504,059 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,504,059 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $34,895,996 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $45,985,652 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $45,985,652 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $40,871 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,201 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,767 | LandBOYAmt |
| Land EOY | $10,670 | LandEOYAmt |
| Land EOYFMV | $10,670 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | -$9,260 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$9,260 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $83,369,120 | TotalAssetsBOYAmt |
| Total Assets EOY | $91,930,926 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $91,930,926 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,691,774 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,691,774 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $18,154,015 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $18,154,015 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $52,523,331 | RetainedEarningBOYAmt |
| Retained Earning EOY | $61,085,137 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $83,369,120 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $91,930,926 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $83,369,120 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $91,930,926 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $83,369,120 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,205,363 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,767,669 | OtherIncreasesAmt |
| Subtotal | $91,931,426 | SubtotalAmt |
| Other Decreases | $500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $91,930,926 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $7,484,641 | $5,466,120 | $2,018,521 | $2,018,521 |
| Pass-through Partnership Interests | P | $1,314,838 | $1,314,838 | $1,314,838 | |
| Capital Gains Dividends | P | $11,947 | $11,947 | $11,947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,345,306 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48,667 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48,667 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48,667 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $157,252 | 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 | $157,252 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $108,585 | OverpaymentAmt |
| Applied To ES Tax | $108,585 | 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 |
| Individual With Books | Katie Cutler | IndividualWithBooksNm |
| Phone | 6173126978 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 422 | AddressLine1Txt |
| City | North Scituate | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02060 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| Katie Cutler | ||||||||
| PO Box 422 | North Scituate | MA | 02060 | Executive Director | 20.00 | $120,000 | $327 | $0 |
| Henry F McCance | ||||||||
| PO Box 422 | North Scituate | MA | 02060 | Trustee | 1.00 | $0 | $0 | $0 |
| Elizabeth McCance | ||||||||
| PO Box 422 | North Scituate | MA | 02060 | Trustee | 1.00 | $0 | $0 | $0 |
| Ellen McCance Pinschmidt | ||||||||
| PO Box 422 | North Scituate | MA | 02060 | Trustee | 1.00 | $0 | $0 | $0 |
| Patrick Pinschmidt | ||||||||
| PO Box 422 | North Scituate | MA | 02060 | Trustee | 1.00 | $0 | $0 | $0 |
| Charles Thomas Foley II | ||||||||
| PO Box 422 | North Scituate | MA | 02060 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCS Financial Services LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Winthrop Square | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Fees | ServiceTypeTxt |
| Compensation | $269,672 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $43,378,067 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,568,065 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $42,872,893 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $87,819,025 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $87,819,025 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,317,285 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $86,501,740 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,325,087 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,325,087 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,667 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48,667 | TotalTaxAmt |
| Distributable Before Adj | $4,276,420 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,276,420 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,276,420 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,598,347 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $8,518 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $6,606,865 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,276,420 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $404,803 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $486,612 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,624,112 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,187,332 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,821,954 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,524,813 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,606,865 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,276,420 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,330,445 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,855,258 | 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 | $404,803 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,450,455 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $486,612 | ExcessFromYear4Amt |
| Excess From Year3 | $1,624,112 | ExcessFromYear3Amt |
| Excess From Year2 | $2,187,332 | ExcessFromYear2Amt |
| Excess From Year1 | $2,821,954 | ExcessFromYear1Amt |
| Excess From Current Year | $2,330,445 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Henry F McCance | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (166 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Ability Path | ||||||||
| 350 Twin Dolphin Drive Suite 123 | Redwood City | CA | 94065 | N/A | PC | General Support | $5,000 | |
| Action for the Climate Emergency | ||||||||
| 4676 Broadway Suite A | Boulder | CO | 80304 | N/A | PC | General Support | $2,000 | |
| Alzheimer's Disease Research Foundation (dba Cure Alzheimer's Fund) | ||||||||
| 34 Washington Street Suite 310 | Wellesley Hills | MA | 02481 | N/A | PC | General Support | $103,000 | |
| American Foundation for Suicide Prevention | ||||||||
| 199 Water Street Floor 11 | New York | NY | 100383541 | N/A | PC | General Support | $1,000 | |
| American Society for Horticultural Science (fbo Seed Your Future) | ||||||||
| 1018 Duke Street | Alexandria | VA | 22314 | N/A | PC | General Support | $1,500 | |
| Assets Lancaster | ||||||||
| 100 South Queen Street | Lancaster | PA | 176035368 | N/A | PC | General Support | $7,500 | |
| B Team Headquarters Inc (The B Team) | ||||||||
| 115 15th Avenue Floor 6 | New York | NY | 100031004 | N/A | PC | General Support | $25,000 | |
| Bergen Family Center Inc | ||||||||
| 44 Armory Street | Englewood | NJ | 076313304 | N/A | PC | General Support | $3,000 | |
| Boys and Girls Club of Lancaster | ||||||||
| PO Box 104 | Lancaster | PA | 17608 | N/A | PC | General Support | $2,500 | |
| Boys and Girls Club of N Westchester | ||||||||
| 351 Main Street | Mount Kisco | NY | 10549 | N/A | PC | General Support | $2,000 | |
| Bridgeport Rescue Mission | ||||||||
| PO Box 9057 | Bridgeport | CT | 06601 | N/A | PC | General Support | $5,000 | |
| Brigham Academy | ||||||||
| 601 Avenue C SE | Winter Haven | FL | 33880 | N/A | GOV | General Support | $500 | |
| Brooklyn Public Library | ||||||||
| 10 Grand Army Plaza | Brooklyn | NY | 11238 | N/A | PC | General Support | $2,000 | |
| Brooklyn Urban Garden Charter School | ||||||||
| 500 19th Street | Brooklyn | NY | 112156204 | N/A | PC | General Support | $1,000 | |
| Brunswick-Topsham Land Trust | ||||||||
| 108 Maine Street | Brunswick | ME | 04011 | N/A | PC | General Support | $1,000 | |
| BUILD (Business United in Investing Lending and Development) | ||||||||
| PO Box 3316 | Redwood | CA | 940643316 | N/A | PC | General Support | $75,000 | |
| CAMBA Inc | ||||||||
| 1720 Church Avenue 2nd Floor | Brooklyn | NY | 112262630 | N/A | PC | General Support | $10,000 | |
| Camelback Ventures | ||||||||
| 643 Magazine Street | New Orleans | LA | 70130 | N/A | PC | General Support | $55,000 | |
| Cape Eleuthera Foundation Inc | ||||||||
| 1430 Walnut Street | Philadelphia | PA | 19102 | N/A | PC | General Support | $2,000 | |
| Center for Hope and Safety | ||||||||
| 605 Center Street NE | Salem | OR | 973013749 | N/A | PC | General Support | $6,000 | |
| Center for Humane Technology | ||||||||
| 995 Market Street Suite 312 | San Francisco | CA | 94103 | N/A | PC | General Support | $2,500 | |
| Center for Reproductive Rights Inc | ||||||||
| 199 Water Street 22nd Floor | New York | NY | 100383533 | N/A | PC | General Support | $1,000 | |
| Central Pennsylvania Food Bank | ||||||||
| 3908 Corey Road | Harrisburg | PA | 17109 | N/A | PC | General Support | $500 | |
| Ceres Inc | ||||||||
| 99 Chauncy Street 6th Floor | Boston | MA | 021111703 | N/A | PC | General Support | $100,000 | |
| Child Mind Institute | ||||||||
| 101 East 56th Street | New York | NY | 10022 | N/A | PC | General Support | $1,500 | |
| Children Deserve a Chance Foundation | ||||||||
| 16 West King Street | Lancaster | PA | 17603 | N/A | PC | General Support | $2,500 | |
| Children's Cancer Research Fund | ||||||||
| 7301 Ohms Lane Suite 355 | Minneapolis | MN | 55439 | N/A | PC | General Support | $1,000 | |
| Children's Dyslexia Centers Inc | ||||||||
| 33 Marrett Road | Lexington | MA | 02421 | N/A | PC | General Support | $2,500 | |
| Children's Hospital Corporation (dba Boston Children's Hospital) | ||||||||
| 300 Longwood Avenue | Boston | MA | 02115 | N/A | PC | General Support | $100,000 | |
| Church of the Good Shepherd | ||||||||
| 401 W Henry Street | Punta Gorda | FL | 339505905 | N/A | PC | General Support | $2,000 | |
| City of Alexandria (fbo Fund for Alexandria's Child) | ||||||||
| 2525 Mount Vernon Avenue | Alexandria | VA | 22301 | N/A | GOV | General Support | $1,000 | |
| Clean Energy Trust | ||||||||
| 20 N Wacker Drive Suite 734 | Chicago | IL | 606062805 | N/A | PC | General Support | $30,000 | |
| Code For America Labs | ||||||||
| 972 Mission Street Floor 5 | San Francisco | CA | 941032994 | N/A | PC | General Support | $50,000 | |
| Cohasset Center for Student Coastal Research | ||||||||
| 40 Parker Avenue | Cohasset | MA | 02025 | N/A | PC | General Support | $1,000 | |
| Community Baptist Church | ||||||||
| 950 Gold Star Highway | Groton | CT | 06340 | N/A | PC | General Support | $1,000 | |
| Community Environmental Advocates Foundation | ||||||||
| PO Box 972 | Cedar Ridge | CA | 95924 | N/A | PC | General Support | $1,500 | |
| Community Food Bank of New Jersey | ||||||||
| 31 Evans Terminal | Hillside | NJ | 07205 | N/A | PC | General Support | $2,000 | |
| Community Rowing Inc | ||||||||
| 20 Nonantum Road | Brighton | MA | 02135 | N/A | PC | General Support | $500 | |
| Connecticut CASA Association Inc | ||||||||
| 100 Pearl Street 14th Floor | Hartford | CT | 06103 | N/A | PC | General Support | $7,500 | |
| Connecticut Food Bank Inc | ||||||||
| 2 Research Parkway | Wallingford | CT | 064921929 | N/A | PC | General Support | $10,000 | |
| Crossroads Corral | ||||||||
| 955 Florida Avenue | Oviedo | FL | 32765 | N/A | PC | General Support | $1,000 | |
| Dana-Farber Cancer Institute Inc | ||||||||
| 450 Brookline Avenue BP418 | Boston | MA | 022155418 | N/A | PC | General Support | $25,000 | |
| Deploy-Us Inc | ||||||||
| 177 Huntington Avenue Suite 1703 | Boston | MA | 02115 | N/A | PC | General Support | $50,000 | |
| Echoing Green | ||||||||
| 462 7th Avenue 13th Floor | New York | NY | 100187430 | N/A | PC | General Support | $100,000 | |
| Elks National Foundation (ENF) | ||||||||
| 2750 N Lakeview Avenue | Chicago | IL | 60614 | N/A | PC | General Support | $3,000 | |
| Environmental Defense Fund Incorporated | ||||||||
| 257 Park Avenue South | New York | NY | 100107304 | N/A | PC | General Support | $275,000 | |
| Epiphany School | ||||||||
| 154 Centre Street | Dorchester | MA | 021242311 | N/A | PC | General Support | $32,500 | |
| Equal Justice Initiative | ||||||||
| 122 Commerce Street | Montgomery | AL | 361042538 | N/A | PC | General Support | $105,000 | |
| Everytown for Gun Safety Support Fund | ||||||||
| PO Box 4184 | New York | NY | 101634184 | N/A | PC | General Support | $102,500 | |
| Fair Democracy Engagement Fund | ||||||||
| PO Box 15293 | Washington | DC | 20003 | N/A | PC | General Support | $2,000 | |
| FairVote | ||||||||
| 6930 Carroll Avenue Suite 240 | Takoma Park | MD | 20912 | N/A | PC | General Support | $2,000 | |
| Fishers Island Community Center | ||||||||
| PO Box 464 | Fishers Isle | NY | 063900464 | N/A | PC | General Support | $66,500 | |
| Fishers Island Conservancy | ||||||||
| PO Box 553 | Fishers Isle | NY | 063900553 | N/A | PC | General Support | $25,000 | |
| Fishers Island Fire Department | ||||||||
| PO Box 123 | Fishers Isle | NY | 063900123 | N/A | GOV | General Support | $40,000 | |
| Fishers Island Library Association | ||||||||
| PO Box 366 | Fishers Isle | NY | 063900366 | N/A | PC | General Support | $27,000 | |
| Fishers Island Recreational Path Foundation | ||||||||
| PO Box 619 | Fishers Isle | NY | 063900619 | N/A | PC | General Support | $5,000 | |
| Fishers Island School | ||||||||
| 78 Greenwood Road 600 | Fishers Island | NY | 06390 | N/A | GOV | General Support | $80,000 | |
| Flatbush Development Corporation | ||||||||
| 1616 Newkirk Avenue | Brooklyn | NY | 112266612 | N/A | PC | General Support | $5,000 | |
| FoodCorps | ||||||||
| 1440 SE 7th Avenue Suite 110 | Portland | OR | 972144161 | N/A | PC | General Support | $50,000 | |
| Forest Trends Association | ||||||||
| 1203 19th Street NW 4th Floor | Washington | DC | 200362463 | N/A | PC | General Support | $100,000 | |
| Freedom First Wildlife Rehab Inc | ||||||||
| 123 Dayton Road | Waterford | CT | 063854209 | N/A | PC | General Support | $1,000 | |
| Friends of Fishers Island Theater | ||||||||
| PO Box 464 | Fishers Isle | NY | 063900742 | N/A | PC | General Support | $5,000 | |
| Friends of Holly Hill Farm Inc | ||||||||
| 236 Jerusalem Road | Cohasset | MA | 020251109 | N/A | PC | General Support | $1,000 | |
| Full Frame Initiative | ||||||||
| 308 Main Street 2A | Greenfield | MA | 01301 | N/A | PC | General Support | $5,000 | |
| Gates Middle School (fbo Parent Teach Organization) | ||||||||
| 460 First Parish Road | Scituate | MA | 02066 | N/A | GOV | General Support | $500 | |
| German Shorthaired Pointer Rescue of NJ | ||||||||
| PO Box 131 | Oak Ridge | NJ | 07438 | N/A | PC | General Support | $1,000 | |
| Green City Force | ||||||||
| 630 Flushing Avenue 8th Floor | Brooklyn | NY | 11206 | N/A | PC | General Support | $5,000 | |
| GreenWave | ||||||||
| 315 Front Street | New Haven | CT | 06513 | N/A | PC | General Support | $500 | |
| Harlem Children's Zone | ||||||||
| 35 E 125th Street | New York | NY | 100351816 | N/A | PC | General Support | $100,000 | |
| Health Point Foundation | ||||||||
| 13001 Hargrett Way | Woodbridge | VA | 22192 | N/A | PC | General Support | $2,000 | |
| Henry L Ferguson Museum | ||||||||
| PO Box 554 | Fishers Island | NY | 06390 | N/A | PC | General Support | $112,500 | |
| Hope Equine Rescue | ||||||||
| 3805 High Street | Winter Haven | FL | 33881 | N/A | PC | General Support | $1,000 | |
| Hope for Depression Research Foundation | ||||||||
| 40 West 57th Street Suite 1440 | New York | NY | 10065 | N/A | PC | General Support | $10,000 | |
| Hope for the Warriors | ||||||||
| 8003 Forbes Place Suite 201 | Springfield | VA | 221512215 | N/A | PC | General Support | $1,500 | |
| Iglesia Christiana Roca Eterna | ||||||||
| 2017 Palm Avenue | Haines City | FL | 33844 | N/A | PC | General Support | $1,000 | |
| Impact Church Worldwide Inc | ||||||||
| 1253 New Market Avenue | South Plainfield | NJ | 070802033 | N/A | PC | General Support | $52,000 | |
| Institute of Applied Tinkering | ||||||||
| 360 9th Avenue | San Francisco | CA | 94118 | N/A | PC | General Support | $500 | |
| International Planned Parenthood Federation | ||||||||
| 2001 L Street NW Front 2 | Washington | DC | 200364990 | N/A | SO I | General Support | $1,000 | |
| Island Health Project Inc | ||||||||
| PO Box 344 | Fishers Isle | NY | 063900344 | N/A | PC | General Support | $116,000 | |
| Island People's Project | ||||||||
| PO Box 523 | Fishers Isle | NY | 063900523 | N/A | PC | General Support | $33,200 | |
| John Hopkins University | ||||||||
| 3910 Keswick Road Suite N4327B | Baltimore | MD | 212112226 | N/A | PC | General Support | $50,000 | |
| Khan Academy | ||||||||
| PO Box 1630 | Mountain View | CA | 940421630 | N/A | PC | General Support | $200,000 | |
| KIPP Foundation | ||||||||
| 135 Main Street Suite 1700 | San Francisco | CA | 941051812 | N/A | PC | General Support | $100,000 | |
| Lake Wales Arts Council Inc | ||||||||
| PO Box 608 | Lake Wales | FL | 338590608 | N/A | PC | General Support | $1,000 | |
| Lake Wales Charter Schools Foundation | ||||||||
| 130 E Central Avenue | Lake Wales | FL | 338534166 | N/A | SO III FI | General Support | $50,000 | |
| Lake Wales Library Association Inc | ||||||||
| PO Box 7608 | Winter Haven | FL | 338837608 | N/A | SO III FI | General Support | $2,000 | |
| Lake Wales Little Theatre Inc | ||||||||
| PO Box 3428 | Lake Wales | FL | 338593428 | N/A | PC | General Support | $5,000 | |
| Lake Wales Rotary Foundation Inc | ||||||||
| PO Box 406 | Lake Wales | FL | 338590406 | N/A | PC | General Support | $9,000 | |
| Lancaster Library | ||||||||
| 125 N Duke Street | Lancaster | PA | 17602 | N/A | PC | General Support | $17,500 | |
| LIFT Inc | ||||||||
| 999 North Capitol Street NE Suite | Washington | DC | 20002 | N/A | PC | General Support | $100,000 | 310 |
| Management Leadership for Tomorrow | ||||||||
| 7201 Wisconsin Avenue Suite 400 | Bethesda | MD | 208144848 | N/A | PC | General Support | $100,000 | |
| Marine Toys for Tots Foundation | ||||||||
| 18251 Quantico Gateway Drive | Triangle | VA | 221721776 | N/A | PC | General Support | $1,000 | |
| Mark Day School | ||||||||
| 39 Trillis Drive | San Rafael | CA | 949033327 | N/A | PC | General Support | $2,500 | |
| Massachusetts General Hospital | ||||||||
| 125 Nashua Street Suite 540 | Boston | MA | 02114 | N/A | PC | General Support | $1,000,000 | |
| Massachusetts Horticultural Society | ||||||||
| 900 Washington Street | Wellesley | MA | 024825725 | N/A | PC | General Support | $10,000 | |
| Match Charter Public High School | ||||||||
| 215 Forest Hills Street | Jamaica Plain | MA | 02130 | N/A | GOV | General Support | $50,000 | |
| McLindon Family Foundation | ||||||||
| 8305 Tom Drive | Baton Rouge | LA | 708158051 | N/A | PC | General Support | $5,000 | |
| Measures for Justice Institute | ||||||||
| 421 University Avenue | Rochester | NY | 146070000 | N/A | PC | General Support | $100,000 | |
| Michelle's Closet | ||||||||
| 1800 Lake Easy Road | Babson Park | FL | 338279667 | N/A | PC | General Support | $500 | |
| N of One | ||||||||
| 6060 North Central Expressway Suite | Dallas | TX | 752060000 | N/A | PC | General Support | $25,000 | 500 |
| National Audubon Society Inc | ||||||||
| 225 Varick Street 7th Floor | New York | NY | 10014 | N/A | PC | General Support | $500 | |
| National Educational Equity Lab | ||||||||
| 648 Broadway Suite 603 | New York | NY | 10012 | N/A | PC | General Support | $600,000 | |
| National Military Family Association | ||||||||
| 2800 Eisenhower Avenue Number 250 | Alexandria | VA | 223145204 | N/A | PC | General Support | $2,000 | |
| National Multiple Sclerosis Society | ||||||||
| 733 Third Avenue 3rd Floor | New York | NY | 10017 | N/A | PC | General Support | $1,000 | |
| Native American Heritage Association | ||||||||
| PO Box 512 | Rapid City | SD | 57709 | N/A | PC | General Support | $2,000 | |
| Natural Resources Defense Council Inc | ||||||||
| 40 West 20th Street | New York | NY | 10011 | N/A | PC | General Support | $2,500 | |
| New Profit Inc | ||||||||
| 225 Franklin Street Suite 350 | Boston | MA | 02110 | N/A | PC | General Support | $100,000 | |
| New York Community Trust (fbo Long Island Sound Community Foundation) | ||||||||
| 900 Walt Whitman Road Suite 205 | Melville | NY | 11747 | N/A | PC | General Support | $30,000 | |
| New York Harbor School | ||||||||
| 550 Short Avenue | New York | NY | 10004 | N/A | GOV | General Support | $50,500 | |
| North Museum of Natural History and Science | ||||||||
| 200 Central Park West | New York | NY | 10004 | N/A | PC | General Support | $2,500 | |
| Osborne Association Inc | ||||||||
| 809 Westchester Avenue | Bronx | NY | 10455 | N/A | PC | General Support | $1,500 | |
| Our Lady of Graces | ||||||||
| St John the Baptist RC Church | New York | NY | 100010000 | N/A | PC | General Support | $10,000 | |
| Pancreatic Cancer Action Network | ||||||||
| 1500 Rosecrans Avenue Suite 200 | Manhattan Beach | CA | 902663721 | N/A | PC | General Support | $75,000 | |
| Partners in Health Network Inc | ||||||||
| 405 Capitol Street Suite 1009 | Charleston | WV | 25301 | N/A | PC | General Support | $500 | |
| PeerForward | ||||||||
| 1140 3rd Street NE Suite 320 | Washington | DC | 20002 | N/A | PC | General Support | $100,000 | |
| People in Need NYC | ||||||||
| 944 Newkirk Avenue | Brooklyn | NY | 11230 | N/A | PC | General Support | $1,000 | |
| Polk County Bully Project | ||||||||
| 2856 Carrie Lane | Lakeland | FL | 33812 | N/A | PC | General Support | $1,000 | |
| Polk Training Center | ||||||||
| PO Box 1345 | Lake Alfred | FL | 338501345 | N/A | PC | General Support | $500 | |
| Polus Center for Social and Economic Development | ||||||||
| PO Box 773 | Petersham | MA | 013660773 | N/A | PC | General Support | $1,000 | |
| Power My Learning | ||||||||
| 228 Park Avenue South PMP 16373 | New York | NY | 10003 | N/A | PC | General Support | $45,000 | |
| Prime Coalition | ||||||||
| 625 Massachusetts Avenue 2nd Floor | Cambridge | MA | 021393357 | N/A | PC | General Support | $100,000 | |
| Project Drawdown | ||||||||
| 3450 Sacramento Street | San Francisco | CA | 941181914 | N/A | PC | General Support | $50,000 | |
| Project South | ||||||||
| 9 Gammon Avenue SE | Atlanta | GA | 30315 | N/A | PC | General Support | $1,000 | |
| Rare | ||||||||
| 1310 North Courthouse Road Suite | Arlington | VA | 222012508 | N/A | PC | General Support | $100,000 | 110 |
| Robert Louis Stevenson School | ||||||||
| 3152 Forest Lake Road | Pebble Beach | CA | 93953 | N/A | PC | General Support | $7,500 | |
| Rudolf Steiner Foundation Inc (dba RSF Social Finance) | ||||||||
| 1002A OReilly Avenue | San Francisco | CA | 941291101 | N/A | PC | General Support | $100,000 | |
| San Francisco Zoological Society | ||||||||
| 1 Zoo Road | San Francisco | CA | 94132 | N/A | PC | General Support | $500 | |
| Sandy Hook Promise Foundation | ||||||||
| PO Box 3489 | Newtown | CT | 064703489 | N/A | PC | General Support | $2,500 | |
| SCAN of Northern Virginia Inc | ||||||||
| 205 S Whiting Street Suite 205 | Alexandria | VA | 223043632 | N/A | PC | General Support | $5,000 | |
| Scituate Community Christmas Inc | ||||||||
| 125 Mann Lot Road | Scituate | MA | 020661827 | N/A | PC | General Support | $1,000 | |
| Scituate Education Foundation | ||||||||
| PO Box 58 | Scituate | MA | 020660058 | N/A | PC | General Support | $1,000 | |
| Scituate High Opportunities and Resources for Education (SHORE) | ||||||||
| PO Box 196 | Scituate | MA | 02066 | N/A | PC | General Support | $500 | |
| Shriner's Hospital for Children | ||||||||
| 2900 N Rocky Point Drive | Tampa | FL | 33607 | N/A | PC | General Support | $1,000 | |
| Solon Center for Research & Publishing (fbo EOPA) | ||||||||
| PO Box 311 | Solon | ME | 04979 | N/A | PC | General Support | $25,000 | |
| South Yuba River Citizens League | ||||||||
| 313 Railroad Avenue Suite 101 | Nevada City | CA | 95959 | N/A | PC | General Support | $2,000 | |
| Southern Poverty Law Center Inc | ||||||||
| PO Box 548 | Montgomery | AL | 36104 | N/A | PC | General Support | $500 | |
| Sports Humanitarian Group Inc (dba Right to Play) | ||||||||
| 26 Broadway Suite 365 | New York | NY | 10004 | N/A | PC | General Support | $100,000 | |
| St John's Church | ||||||||
| PO Box 1084 | Pawcatuck | CT | 06379 | N/A | PC | General Support | $64,000 | |
| St Jude Children's Research Hospital | ||||||||
| 262 Danny Thomas Place | Memphis | TN | 381053678 | N/A | PC | General Support | $500 | |
| St Luke's School | ||||||||
| 487 Hudson Street | New York | NY | 10014 | N/A | PC | General Support | $10,000 | |
| St Patrick's Episcopal Day School | ||||||||
| 1 Church Road | Thousand Oaks | CA | 91362 | N/A | PC | General Support | $20,000 | |
| Tauxemont Cooperative Preschool Inc | ||||||||
| 7719 Fort Hunt Road | Alexandria | VA | 223081028 | N/A | PC | General Support | $1,000 | |
| The Aspen Institute (fbo K-12 Climate Action) | ||||||||
| 2300 N Street Suite 700 | Washington | DC | 20037 | N/A | PC | General Support | $25,000 | |
| The Bowery Mission | ||||||||
| 355 Lexington Avenue 19th Floor | New York | NY | 10017 | N/A | PC | General Support | $500 | |
| The Breast Cancer Research Foundation | ||||||||
| 28 West 44th Street Suite 609 | New York | NY | 100367422 | N/A | PC | General Support | $50,000 | |
| The Family Literacy Academy at Lake Wales | ||||||||
| 31 Oak Street | Babson Park | FL | 338279667 | N/A | PC | General Support | $5,000 | |
| The Lighthouse Works | ||||||||
| PO Box 385 | Fishers Island | NY | 063900301 | N/A | PC | General Support | $71,000 | |
| The Nature Conservancy | ||||||||
| 4245 North Fairfax Drive | Arlington | VA | 222031606 | N/A | PC | General Support | $150,000 | |
| The Phelps Association | ||||||||
| PO Box 202047 | New Haven | CT | 065202047 | N/A | PC | General Support | $1,000 | |
| The Red Sox Foundation Inc | ||||||||
| 4 Jersey Street | Boston | MA | 022154148 | N/A | PC | General Support | $25,000 | |
| Ticatove | ||||||||
| PO Box 217 | Vieques | PR | 00765 | N/A | PC | General Support | $5,000 | |
| Trinity Church Boston | ||||||||
| 206 Clarendon Street | Boston | MA | 02116 | N/A | PC | General Support | $5,000 | |
| Union Chapel | ||||||||
| 821 Crescent Avenue | Fishers Island | NY | 06390 | N/A | PC | General Support | $50,000 | |
| Unite the World with Africa Foundation | ||||||||
| 74 Leighton Road | Wellesley | MA | 02482 | N/A | PC | General Support | $2,500 | |
| University of Louisville (fbo Christina Lee Brown Environme Institute) | ||||||||
| 323 E Chestnut Street | Louisville | KY | 40202 | N/A | GOV | General Support | $37,500 | |
| UP Education Network | ||||||||
| 90 Canal Street Suite 600 | Boston | MA | 021142022 | N/A | PC | General Support | $50,000 | |
| USMMA Sailing Foundation Inc | ||||||||
| 11055 6th Street East | Treasurer Island | FL | 33706 | N/A | PC | General Support | $2,500 | |
| Vieques Humane Society & Animal Rescue Inc | ||||||||
| PO Box 1399 | Vieques | PR | 00765 | N/A | PC | General Support | $5,000 | |
| Walsh Park Benevolent Corporation | ||||||||
| PO Box 684 | Fishers Island | NY | 06390 | N/A | PC | General Support | $100,000 | |
| Winchester Hospital Foundation | ||||||||
| 41 Highland Avenue | Winchester | MA | 018901446 | N/A | SO I | General Support | $10,000 | |
| Winston Prepatory School | ||||||||
| 50 Broad Street | New York | NY | 10004 | N/A | PC | General Support | $2,000 | |
| Wonderbagorg | ||||||||
| 2 Starboard Court | Mill Valley | CA | 94941 | N/A | PC | General Support | $20,000 | |
| World Savvy | ||||||||
| 600 California Street 11th Floor | San Francisco | CA | 941082727 | N/A | PC | General Support | $8,800 | |
| Yale University | ||||||||
| PO Box 208239 | New Haven | CT | 065208239 | N/A | PC | General Support | $5,000 | |
| Year Up | ||||||||
| 45 Milk Street 9th Floor | Boston | MA | 02110 | N/A | PC | General Support | $150,000 | |
| Yellowhammer Fund | ||||||||
| PO Box 1565 | Tuscaloosa | AL | 354031565 | N/A | PC | General Support | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,403,500 | 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 | $470,637 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,345,306 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Interests | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$23 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183,118 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$23 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,999,061 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,999,038 | 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 | Tax Preparation Fees | CategoryTxt |
| Amt | $11,500 | Amt |
| Net Investment Income | $5,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,750 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| Software | 2017-06-19 | $12,448 | $12,448 | SL | 3.000000000000 | $0 | $0 |
| Software | 2018-06-13 | $6,180 | $5,322 | SL | 3.000000000000 | $858 | $0 |
| Computer | 2018-01-26 | $1,787 | $1,042 | SL | 5.000000000000 | $357 | $0 |
| Software | 2019-05-08 | $6,365 | $3,536 | SL | 3.000000000000 | $2,122 | $0 |
| Software | 2020-05-05 | $5,573 | $1,238 | SL | 3.000000000000 | $1,858 | $0 |
| Software | 2021-07-11 | $8,518 | SL | 3.000000000000 | $1,420 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 164355.775 units Doubline Total Return Bond Fund | $1,709,300 | $1,709,300 |
| 41527.216 units Guggenheim LTD Duration-I | $1,043,994 | $1,043,994 |
| 61301.280 units Guggenheim Total Return Bond-IS | $1,750,765 | $1,750,765 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 8457 units Schwab US Broad Market ETF | $955,726 | $955,726 |
| 17716 units Schwab INTL Equity ETF | $688,621 | $688,621 |
| 72039 units Vanguard FTSE Developed Markets ETF | $3,678,311 | $3,678,311 |
| 28953 units Vanguard FTSE Emerging Markets ETF | $1,432,015 | $1,432,015 |
| 16199 units Vanguard Total Stock Market ETF | $3,911,087 | $3,911,087 |
| 389 units Coinbase Global Inc - Class A | $98,172 | $98,172 |
| 15927 units Meta Platforms Inc. | $5,357,046 | $5,357,046 |
| 2643 units Marvell Technology Inc. | $231,236 | $231,236 |
| 13596 units Palo Alto Networks Inc. | $7,569,709 | $7,569,709 |
| 7549 units Roblox Corp - Class A | $778,755 | $778,755 |
| 3355 units ServiceNow Inc. | $2,177,764 | $2,177,764 |
| 13940 units Stryker Corp | $3,727,835 | $3,727,835 |
| 4647 units Vertex Pharmaceuticals Inc. | $1,020,481 | $1,020,481 |
| 19392 units Workday Inc. - Class A | $5,297,507 | $5,297,507 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,336,647 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,336,647 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Greylock XI Limited Partnership | FMV | $16,620 | $16,620 |
| GreyLock XII-A Limited Partnership | FMV | $94,509 | $94,509 |
| Greylock XIV-A Limited Partnership | FMV | $773,093 | $773,093 |
| Greylock 15 Limited Partnership | FMV | $651,106 | $651,106 |
| Greylock 16 Limited Partnership | FMV | $1,091,207 | $1,091,207 |
| Public Markets LLC | FMV | $6,721,616 | $6,721,616 |
| Private Equity VII - Venture/Growth | FMV | $474,649 | $474,649 |
| Private Co-Investment III | FMV | $804,354 | $804,354 |
| Bain Capital Europe Fund IV | FMV | $282,574 | $282,574 |
| SCS Multi Sector | FMV | $5,233,506 | $5,233,506 |
| SCS Private Equity IV (Cayman) | FMV | $6,488,293 | $6,488,293 |
| SCS Private Equity VI (Cayman) | FMV | $4,529,891 | $4,529,891 |
| Private Co-invest Opp. Offshore | FMV | $1,011,903 | $1,011,903 |
| Hedged Equity Offshore, Ltd. | FMV | $10,963,698 | $10,963,698 |
| Private Equity VII Offshore | FMV | $1,788,433 | $1,788,433 |
| Absolute Return Strategies Offshore | FMV | $5,060,200 | $5,060,200 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Computer Equipment & Software | CategoryOrItemTxt |
| Cost Or Other Basis | $40,871 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $30,201 | AccumulatedDepreciationAmt |
| Book Value | $10,670 | BookValueAmt |
| EOYFMV | $10,670 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Partnership Capital - Private Equity VIII | -$3,848 | -$3,848 |
| Partnership Capital - Early Stage Venture Opp II | -$3,843 | -$3,843 |
| Partnership Capital - Private Co-Investment III | -$1,569 | -$1,569 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Payment of Grant to Non-Qualified Recipient | Desc |
| Amt | $500 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Information Technology | $2,694 | $0 | $2,694 |
| Insurance | $4,649 | $0 | $4,649 |
| Mass PC Filing Fees | $1,000 | $0 | $1,000 |
| Office Expenses | $5,238 | $0 | $5,238 |
| Passthrough Investment Expenses | $181,965 | $181,965 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Interests | Desc |
| Revenue And Expenses Per Books | $183,095 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $183,118 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $183,095 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain on Investments | Desc |
| Amt | $11,767,669 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Fees | $284,279 | $284,279 | $0 |
| Consulting Fees | $53,987 | $0 | $53,987 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Excise Taxes | $100,300 | $0 | $0 |
| Foreign Tax Expense | $12,808 | $12,808 | $0 |
| State UBI Tax | $1,315 | $0 | $0 |
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