THE DEVONSHIRE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE DEVONSHIRE FOUNDATION INC (EIN 04-6004808)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349107279
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T16:25:06-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | 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 | 046004808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DEVONSHIRE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEVO | BusinessNameControlTxt |
| Phone | 6173579110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO HCM 75 FEDERAL ST 1100 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101911 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES E CLAPP III | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6173579110 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | CLAPP III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 046004808 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID KELLEHER CPA | PreparerPersonNm |
| PTIN | P01059560 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2022-11-15 | 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 | $69,351,627 | 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 | $1,844,318 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,844,318 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,376,902 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,097,271 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,376,902 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,460 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,222,680 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,221,220 | 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 | $4,871 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,871 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,076 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,076 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $534,426 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $213,346 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $321,080 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $57,454 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,769 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,304 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $500 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $804 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $604,131 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $236,615 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $332,831 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,035,375 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,035,375 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,639,506 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $236,615 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,368,206 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,583,174 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,984,605 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $287,350 | CashBOYAmt |
| Cash EOY | $34,850 | CashEOYAmt |
| Cash EOYFMV | $34,850 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,149,233 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,687,646 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,687,646 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $27,363,891 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,413,318 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $55,437,632 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,762,575 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,618,715 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,762,921 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $4,119,337 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,951,714 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,428,578 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $37,682,386 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,706,243 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $69,351,627 | 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 | $37,682,386 | RetainedEarningBOYAmt |
| Retained Earning EOY | $38,706,243 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,682,386 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,706,243 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,682,386 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,706,243 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,682,386 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,583,174 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $39,265,560 | SubtotalAmt |
| Other Decreases | $559,317 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,706,243 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $5,539,617 | $2,720,369 | $2,819,248 | $2,819,248 | |
| CAPITAL GAINS DIVIDENDS | $557,654 | $557,654 | $557,654 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,376,902 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $69,286 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $69,286 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $69,286 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,795 | 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 | $37,795 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $31,491 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | WWW.THEDEVONSHIREFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTON HOWLAND III | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6173579110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HCM 75 FEDERAL ST 1100 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101911 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| WESTON HOWLAND III | |||||||||
| C/O HOWLAND CAPITAL 75 FEDERAL ST | SUITE 1100 | BOSTON | MA | 02110 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHARLES E CLAPP III | |||||||||
| C/O HOWLAND CAPITAL 75 FEDERAL ST | SUITE 1100 | BOSTON | MA | 02110 | TREASURER | 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 | HOWLAND CAPITAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL STREET SUITE 1100 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101911 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | GRANT & INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $534,426 | 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 | $63,410,830 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,632,198 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,043,028 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,043,028 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $975,645 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,067,383 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,203,369 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,203,369 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $69,286 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,935 | IncomeTaxAmt |
| Total Tax | $71,221 | TotalTaxAmt |
| Distributable Before Adj | $3,132,148 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,132,148 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,132,148 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,368,206 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,368,206 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,132,148 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $149,894 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $149,894 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,368,206 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,132,148 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $236,058 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $385,952 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $385,952 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $149,894 | ExcessFromYear1Amt |
| Excess From Current Year | $236,058 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACE | |||||||
| 2201 WASHINGTON STREET SUITE 302 | ROXBURY | MA | 02119 | PC | THREE-YEAR GRANT SUPPORTS INCREASING INTERNAL FINANCIAL CONTROL AND INFRASTRUCTURE. | $70,000 | |
| AMERICAN FOREIGN SERVICE ASSOCIATION SCHOLARSHIP FUND | |||||||
| 2101 E ST NW | WASHINGTON | DC | 200372916 | PC | DISTRIBUTION FOR XANTHAKY MEMORIAL SCHOLARSHIP FUND | $11,014 | |
| BIKES NOT BOMBS | |||||||
| 284 AMORY STREET | JAMAICA PLAIN | MA | 02130 | PC | THREE-YEAR GRANT SUPPORTS INCREASING STAFF CAPACITY TO DOUBLE THE NUMBER OF YOUTH SERVED AND INCREASE ANNUAL FUNDRAISING CAPACITY. | $115,000 | |
| BOSTON CLIMATE ACTION NETWORK (NEW ENGLAND GRASSROOTS ENVIRONMENTAL FUND) | |||||||
| C/O NEW ENGLAND GRASSROOTS | NEWMARKET | NH | 03857 | PC | ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. | $5,000 | ENVIRONMENT FUND INC PO BOX 611 |
| BOYS & GIRLS CLUBS OF BOSTON (YOUTHCONNECT) | |||||||
| 200 HIGH STREET FLOOR 3 | BOSTON | MA | 02110 | PC | ONE-TIME, MATCHING GRANT FOR YOUTHCONNECT'S ANNUAL BREAKFAST | $25,000 | |
| BREAKTIME UNITED INC | |||||||
| 170 PORTLAND STREET | BOSTON | MA | 02114 | PC | ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. | $10,000 | |
| CERES INC | |||||||
| 99 CHAUNCY STREET 6TH FLOOR | BOSTON | MA | 02111 | PC | ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. | $5,000 | |
| CHANGE IS SIMPLE INC | |||||||
| 8 ENON STREET | BEVERLY | MA | 01915 | PC | CHANGE IS SIMPLE'S THREE-YEAR GRANT SUPPORTS THE CREATION OF A TEACHER CERTIFICATION PROGRAM, ALLOWING TEACHERS ACROSS THE COUNTRY TO IMPLEMENT ITS INNOVATIVE FRAMEWORK FOR CLIMATE AND SUSTAINABILITY EDUCATION. | $25,000 | |
| CHICA PROJECT | |||||||
| 1266 FURNACE BROOK PKWY SUITE 410 | QUINCY | MA | 02169 | PC | CHICA PROJECT'S THREE-YEAR GRANT SUPPORTS INCREASING THE STAFF CAPACITY NEEDED TO INCREASE THE NUMBER OF YOUNG UNDERSERVED LATINAS AND OTHER YOUNG WOMEN OF COLOR AND EXPAND THE PROGRAM TO OTHER COMMUNITIES. | $110,000 | |
| COLLEGE BOUND DORCHESTER | |||||||
| 275 EAST COTTAGE STREET | DORCHESTER | MA | 02125 | PC | COLLEGE BOUND DORCHESTER'S THREE-YEAR GRANT WILL SUPPORT CREATING AND SUSTAINING THE UNCORNERED APPRENTICESHIP PROGRAM. THIS PROGRAM WILL RECRUIT AND TRAIN INDIVIDUALS WHO HAVE PARTICIPATED IN THE UNCORNERED PROGRAM TO BECOME PROFESSIONAL COMMUNITY-BASED MENTORS. | $300,000 | |
| COLLEGE FOR SOCIAL INNOVATION | |||||||
| 89 SOUTH STREET SUITE 407 | BOSTON | MA | 02111 | PC | COLLEGE FOR SOCIAL INNOVATIONS THREE-YEAR GRANT SUPPORTS GROWING THE ANNUAL STUDENT ENROLLMENT, INCREASING EARNED REVENUE AND SCALING TOWARDS FULL FINANCIAL SUSTAINABILITY. THIS FUNDING INCLUDES OPPORTUNITIES TO LEVERAGE OUR FUNDING THROUGH MATCHING GRANTS. | $125,000 | |
| COMPANY ONE THEATRE | |||||||
| 539 TREMONT ST | BOSTON | MA | 02116 | PC | COMPANY ONE'S THREE-YEAR GRANT SUPPORTS AN INCREASE IN FUNDRAISING AND EARNED REVENUE. THROUGH THIS GRANT, COMPANY ONE WILL EXPAND ITS IN-SCHOOL AND COMMUNITY PROGRAM AS WELL AS INCREASE ITS INDIVIDUAL DONOR BASE. | $105,000 | |
| COMPANY ONE THEATRE | |||||||
| 539 TREMONT ST | BOSTON | MA | 02116 | PC | MATCHING GRANT | $25,000 | |
| CONSERVATION LAW FOUNDATION INC | |||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | PC | ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. | $5,000 | |
| DOC WAYNE YOUTH SERVICES | |||||||
| 418 COMMONWEALTH AVENUE | BOSTON | MA | 02115 | PC | DOC WAYNES THREE-YEAR GRANT SUPPORTS CONTINUING TO SOLIDIFY THE LAUNCH OF THE CHAMPIONS NETWORK, EMPOWERING POSITIVE YOUTH DEVELOPMENT PROFESSIONALS ACROSS COMMUNITIES WITH SKILLS TO SUPPORT THE MENTAL HEALTH OF YOUTH IN THEIR CARE. | $125,000 | |
| EXPONENT PHILANTHROPY | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | PC | ANNUAL MEMBERSHIP | $1,560 | |
| FATHERS' UPLIFT INC | |||||||
| 12 SOUTHERN AVE | DORCHESTER | MA | 02124 | PC | FATHERS' UPLIFT'S THREE-YEAR GRANT SUPPORTS ENABLING ITS FACILITIES, SERVICES, AND CLINICIANS TO BECOME CARF CERTIFIED AND TO INCREASE STAFF AND THE MANUALIZATION OF ITS APPROACH, WITH AN OVERALL GOALS OF INCREASING EARNED REVENUE AND BUILDING THE CAPACITY OF ITS OPERATIONS. | $160,000 | |
| FRIENDS OF THE CHILDREN - BOSTON INC | |||||||
| 184 DUDLEY STREET SUITE 100 | ROXBURY | MA | 02119 | PC | ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. | $10,000 | |
| GREENROOTS | |||||||
| 227 MARGINAL STREET SUITE 1 | CHELSEA | MA | 02150 | PC | GREENROOTS' THREE-YEAR GRANT SUPPORTS CAPACITY BUILDING THROUGH THE ADDITION OF STAFF MEMBERS. THIS WILL RESULT IN AN INCREASE IN INDIVIDUAL AND CORPORATE DONORS AND AN INCREASE IN THE NUMBER OF RESIDENTS SERVED. THIS FUNDING INCLUDES OPPORTUNITIES TO LEVERAGE OUR FUNDING THROUGH MATCHING GRANTS. | $70,000 | |
| GREENROOTS | |||||||
| 227 MARGINAL STREET SUITE 1 | CHELSEA | MA | 02150 | PC | MATCHING GRANT | $25,000 | |
| INSTITUTE FOR NONPROFIT PRACTICE | |||||||
| 144 GOULD STREET SUITE 205 | NEEDHAM | MA | 02494 | PC | MATCHING GRANT | $100,000 | |
| JULIE'S FAMILY LEARNING PROGRAM INC | |||||||
| 133 DORCHESTER STREET | BOSTON | MA | 02127 | PC | ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. | $10,000 | |
| LOUIS D BROWN PEACE INSTITUTE | |||||||
| 15 CHRISTOPHER STREET | DORCHESTER | MA | 02122 | PC | THE LOUIS D. BROWN PEACE INSTITUTE'S THREE-YEAR GRANT SUPPORTS INCREASING BOARD CAPACITY AND STAFF SUSTAINABILITY, DEVELOPING AND MONETIZING PRODUCTS AND INCREASING ITS OVERALL EARNED INCOME. | $200,000 | |
| MANOMET INC | |||||||
| 125 MANOMET POINT ROAD | PLYMOUTH | MA | 02360 | PC | MANOMETS THREE-YEAR GRANT SUPPORTS EMBEDDING DEI INTO ITS EDUCATION AND OUTREACH WORK, AND TO DEVELOP A SUSTAINABLY FUNDED PIPELINE INTO CONSERVATION, SUSTAINABILITY, AND ORNITHOLOGY CAREERS FOR DIVERSE STUDENTS AND EARLY CAREER PROFESSIONALS. | $250,000 | |
| MEDICINE WHEEL PRODUCTIONS | |||||||
| 110 K STREET | BOSTON | MA | 02127 | PC | GRANT TO SUPPORT HIRING PROCESS FOR EXECUTIVE STAFF | $64,000 | |
| MYSTIC RIVER WATERSHED ASSOCIATION | |||||||
| 20 ACADEMY STREET SUITE 306 | ARLINGTON | MA | 02476 | PC | MYSTIC RIVER WATERSHED ASSOCIATION'S (MYRWA) THREE-YEAR GRANT SUPPORTS MYRWA TO BUILD A MORE ROBUST ANNUAL GIVING PROGRAM, AND TO PUT MYRWA IN A POSITION TO BE ABLE TO ARTICULATE THE IMPORTANCE OF THIS WORK FOR ALL OF ITS COMMUNITY MEMBERS. | $170,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY INC | |||||||
| 1667 K STREET NW SUITE 550 | WASHINGTON | DC | 20006 | PC | ANNUAL MEMBERSHIP | $2,500 | |
| ORIGINATION CULTURAL ARTS CENTER | |||||||
| 3708 WASHINGTON STREET | JAMAICA PLAIN | MA | 02130 | PC | ORIGINATION'S THREE-YEAR GRANT SUPPORTS HIRING DEVELOPMENT STAFF TO INCREASE FUNDRAISING AND MANAGE DEVELOPMENT EFFORTS. | $75,000 | |
| PHILANTHROPY MASSACHUSETTS | |||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | PC | ANNUAL MEMBERSHIP | $11,150 | |
| PHILANTHROPY MASSACHUSETTS | |||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | PC | GRANT WITH GMA TO SUPPORT ENVIRONMENTAL JUSTICE FUNDING COLLABORATIVE | $20,000 | |
| PIONEER INSTITUTE INC | |||||||
| 185 DEVONSHIRE ST STE 1101 | BOSTON | MA | 02110 | PC | ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. | $5,000 | |
| SILVER LINING MENTORING | |||||||
| 727 ATLANTIC AVE 3 | BOSTON | MA | 02111 | PC | YW BOSTONS THREE-YEAR MULTI-YEAR GRANT SUPPORTS DOUBLING INCLUSIONBOSTONS PROGRAM REVENUE, AND ENABLING YW TO INCREASE THE NUMBER OF ORGANIZATIONS THAT PARTICIPATE IN INCLUSIONBOSTON BY AT LEAST 100%. THIS FUNDING INCLUDES OPPORTUNITIES TO LEVERAGE OUR FUNDING THROUGH MATCHING GRANTS. | $190,000 | |
| SOCIAL INNOVATION FORUM INC | |||||||
| 2 OLIVER STREET SUITE 802 | BOSTON | MA | 02109 | PC | MATCHING GRANT | $50,000 | |
| TECH GOES HOME | |||||||
| 131 DARTMOUTH STREET 3RD FLOOR | BOSTON | MA | 02116 | PC | ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. | $10,000 | |
| THE LOOP LAB | |||||||
| 872 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | PC | ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. | $10,000 | |
| TRUSTEES OF BOSTON UNIVERSITY DBA WBUR | |||||||
| 890 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | PC | WBUR'S THREE-YEAR GRANT SUPPORTS BUILDING THE REPORTING CAPACITY OF EARTHWHILE, WBUR'S ENVIRONMENTAL JOURNALISM VERTICAL AND INCREASING EARTHWHILE'S AUDIENCE ENGAGEMENT THROUGH A NEWSLETTER AND EVENTS. | $158,290 | |
| TUFTS UNIVERSITY | |||||||
| BALLOU HALL | MEDFORD | MA | 02155 | PC | DISTRIBUTION FOR XANTHAKY MEMORIAL SCHOLARSHIP FUND | $21,861 | |
| UNITED SOUTH END SETTLEMENTS | |||||||
| 48 RUTLAND STREET | BOSTON | MA | 02118 | PC | ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. | $10,000 | |
| YWCA BOSTON | |||||||
| 140 CLARENDON ST SUITE 403 | BOSTON | MA | 02116 | PC | YW BOSTONS THREE-YEAR MULTI-YEAR GRANT SUPPORTS DOUBLING INCLUSIONBOSTONS PROGRAM REVENUE, AND ENABLING YW TO INCREASE THE NUMBER OF ORGANIZATIONS THAT PARTICIPATE IN INCLUSIONBOSTON BY AT LEAST 100%. THIS FUNDING INCLUDES OPPORTUNITIES TO LEVERAGE OUR FUNDING THROUGH MATCHING GRANTS. | $350,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,035,375 | 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 | $1,844,318 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,376,902 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Related Or Exempt Function Incm | $1,460 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,221,220 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,460 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,222,680 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | OTHER INCOME NOT RELATED TO INVESTMENTS | RelationshipStatementTxt |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,076 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,076 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - COPORATE BONDS | BondNm |
| EOY Book Value | $5,618,715 | EOYBookValueAmt |
| EOYFMV | $5,762,921 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $26,413,318 | EOYBookValueAmt |
| EOYFMV | $55,437,632 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,871 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,871 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VENTURE CAPITAL PARTNERSHIPS | Desc |
| BOY Book Value | $4,119,337 | BOYBookValueAmt |
| EOY Book Value | $3,951,714 | EOYBookValueAmt |
| EOYFMV | $5,428,578 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $559,317 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $500 | $500 | $0 |
| WIRE TRANSFER FEE | $54 | $0 | $54 |
| WEB DESIGN | $750 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $1,460 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,460 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $213,346 | $213,346 | $0 |
| HOWLAND CAPITAL | $321,080 | $0 | $321,080 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $12,310 | $12,310 | $0 |
| FEDERAL TAXES | $34,685 | $0 | $0 |
| STATE TAXES | $10,459 | $10,459 | $0 |
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