BETA

HESED FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HESED FOUNDATION (EIN 36-4158247)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-17
IRS object ID
202101379349101060
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-17T10:40:31-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271180831PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CERITY PARTNERSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 PUBLIC SQUARE 2700AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44113ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364158247EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HESED FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O CERITY PARTNERSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHESEBusinessNameControlTxt
Phone3127153802PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1227 W MONROE ST NO 2090AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHANIE S CHOOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3127153802PhoneNum
Signature2021-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEPHANIEPersonFirstNm
Person LastCHOOPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW WOJTOWICZ CPAPreparerPersonNm
PTINP00969025PTIN
Phone2164646266PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,499,801FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$180,017ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$23,016DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,016DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$208,878NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$548,564GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$208,878CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$665OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$412,576TotalRevAndExpnssAmt
Total Net Invst Incm$231,894TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$2,328OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,328OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$339TaxesRevAndExpnssAmt
Taxes Net Invst Incm$339TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$15OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$15OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,682TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,667TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$145,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$145,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$147,682TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,667TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$145,015TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$264,894ExcessRevenueOverExpensesAmt
Net Investment Income$229,227NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$172,918SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$476,995SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$476,995SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$472,445CorporateStockBOYAmt
Corporate Stock EOY$433,409CorporateStockEOYAmt
Corporate Stock EOYFMV$827,419CorporateStockEOYFMVAmt
Corporate Bonds BOY$319,606CorporateBondsBOYAmt
Corporate Bonds EOY$141,585CorporateBondsEOYAmt
Corporate Bonds EOYFMV$144,984CorporateBondsEOYFMVAmt
Other Assets BOY$520OtherAssetsBOYAmt
Other Assets EOY$50,403OtherAssetsEOYAmt
Other Assets EOYFMV$50,403OtherAssetsEOYFMVAmt
Total Assets BOY$965,489TotalAssetsBOYAmt
Total Assets EOY$1,102,392TotalAssetsEOYAmt
Total Assets EOYFMV$1,499,801TotalAssetsEOYFMVAmt
Other Liabilities BOY$10,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$62,015OtherLiabilitiesEOYAmt
Total Liabilities BOY$10,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$62,015TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$955,489CapitalStockBOYAmt
Capital Stock EOY$1,040,377CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$955,489TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,040,377TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$965,489TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,102,392TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$955,489TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$264,894ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,220,383SubtotalAmt
Other Decreases$180,006OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,040,377TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$11,128$11,256-$128-$128
PUBLICLY TRADED SECURITIESP$531,066$328,430$202,636$202,636
CAPITAL GAINS DIVIDENDSP$6,370$6,370$6,370
FieldValueIRS element (for citing)
Capital Gain Net Income$208,878CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$128NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,186InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,186SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,186TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,131EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,131TotalPaymentsAndCreditsAmt
Es Penalty$5EsPenaltyAmt
Overpayment$940OverpaymentAmt
Applied To ES Tax$940AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCERITY PARTNERSIndividualWithBooksNm
Phone3127153802PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1227 W MONROE ST SUITE 2090AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEPHANIE S CHOO
12 LANCASTER STCAMBRIDGEMA02140PRESIDENT/SECRETARY/DIRECTOR0.00$0$0$0
CYNTHIA S DOUGLASS
5688 COLLEGE PLACEBOULDERCO80303VICE PRESIDENT/DIRECTOR0.00$0$0$0
PETER W CHOO
12 LANCASTER STCAMBRIDGEMA02140TREASURER/DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,064,258AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$191,425AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,255,683TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,255,683AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,835CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,236,848NetVlNoncharitableAssetsAmt
Minimum Investment Return$61,842MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$61,842MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,186TaxBasedOnInvestmentIncomeAmt
Total Tax$3,186TotalTaxAmt
Distributable Before Adj$58,656DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$58,656DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$58,656DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$145,015ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$145,015QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$145,015AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$58,656DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$51,528ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$53,141ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$58,215ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$73,355ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$65,413ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$301,652TotalExcessDistributionCyovAmt
Qualifying Distributions$145,015QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$58,656AppliedToCurrentYearAmt
Remaining Distri From Corpus$86,359RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$388,011TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$51,528ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$336,483ExcessDistriCyovToNextYrAmt
Excess From Year4$53,141ExcessFromYear4Amt
Excess From Year3$58,215ExcessFromYear3Amt
Excess From Year2$73,355ExcessFromYear2Amt
Excess From Year1$65,413ExcessFromYear1Amt
Excess From Current Year$86,359ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEPHANIE S CHOOContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN SOCIETY FOR HEALTH FOR ALL
150 NOTRE DAME AVECAMBRIDGEMA02140NONEPUBLICGENERAL$10,000
GEORGE WASHINGTON UNIVERSITY SCHOOL OF MEDICINE
230 I STREET NWWASHINGTONDC20052NONEPUBLICGENERAL$15,000
AMERICAN SOCIETY FOR HEALTH FOR ALL
150 NOTRE DAME AVECAMBRIDGEMA02140NONEPUBLICGENERAL$10,000
JOHNS HOPKINS UNIVERSITY
3400 N CHARLES STREETBALTIMOREMD21218NONEPUBLICGENERAL$5,000
LIFEWORK DIRECTION
32 HALIFAX STREETJAMAICA PLAINMA02130NONEPUBLICGENERAL$5,000
REBUILD AFRICA
38 PORTER ROADCAMBRIDGEMA02410NONEPUBLICGENERAL$10,000
REBUILD AFRICA
38 PORTER ROADCAMBRIDGEMA02410NONEPUBLICGENERAL$10,000
RESERVOIR CHURCH
170 RINDGE AVECAMBRIDGEMA02410NONEPUBLICGENERAL$25,000
RESERVOIR CHURCH
170 RINDGE AVECAMBRIDGEMA02140NONEPUBLICGENERAL$15,000
WORLD GOSPEL MISSION
38783 EAST IN-18MARIONIN46952NONEPUBLICGENERAL$11,000
THE SOCIETY OF ST JOHN THE EVANGELIST
980 MEMORIAL DRCAMBRIDGEMA02130NONEPUBLICGENERAL$2,000
VILLAGE ENTERPRISE
751 LAUREL STREET PMB 222SAN CARLOSCA94070NONEPUBLICGENERAL$2,000
BARRINGTON'S WHITE HOUSE
145 W MAIN STBARRINGTONIL60010NONEPUBLICGENERAL$15,000
LEADERSHIP TRANSFORMATIONS
PO BOX 338LEXINGTONMA02420NONEPUBLICGENERAL$5,000
PAX
PO BOX 93ESSEXMA01929NONEPUBLICGENERAL$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$145,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,016ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$665ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$208,878ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$232,559ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$232,559TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
STEPHANIE S CHOO
112 LANCASTER STCAMBRIDGEMA02140$75,964Yes (X)
STEPHANIE S CHOO
212 LANCASTER STCAMBRIDGEMA02140$104,053Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1385 SHS ILLINOIS TOOL WORKS INC COMMON STOCK (ITW)$75,9642020-08-25
2490 SHS ILLINOIS TOOL WORKS INC COMMON STOCK (ITW)$104,0532020-11-24

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MFO BLACKROCK FDS V HIGH YIELD (BFMSX) (11,785 PAR VALUE/RATING)$91,272$91,806
MFO ASHMORE FDS ASHMORE EMERGING MKTS (EMKIX) (2,965 PAR VALUE/RATING)$23,430$22,419
MFO ALLIANZGI CONVERTIBLE INST (ANNPX) (713 PAR VALUE/RATING)$26,883$30,759

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MFC ISHARES TR COHEN & STEERS REIT EF CLOSE END (ICF) (300 SHARES)$15,210$16,164
MFC SPDR S&P 500 ETF TRUST UNITS SER 1 S&P (SPY) (951 SHARES)$97,430$355,560
MFO VAN ECK EMERGING MARKETS-I (EMRIX) (2064 SHARES)$35,648$45,832
MFO VANGUARD INDEX TR MID-CAP INDEX (VIMAX) (117 SHARES)$21,138$30,049
MFO VANGUARD INDEX TRUST SMALL CAP INDEXFD (VSMAX) (312 SHARES)$20,040$29,149
MFO JOHCM INTERNATIONAL (JOHX) (2,607 SHARES)$54,184$78,899
MFO ROWE T PRICE INTERNATIONAL FUNDS (PRIDX) (765 SHARES)$55,446$69,406
MFO HARDING LOEVNER FDS INC (HLMEX) (1,765 SHARES)$35,706$45,212
EATON CORP PLC COM (44 SHARES)$3,414$5,286
APTIV PLC COM USDO.01 (38 SHARES)$2,764$4,951
ASML HOLDING N V N Y REGISTRY SHS ((4 SHARES)$808$1,951
AIA GROUP LTD SPONSORED ADR (105 SHARES)$3,722$5,146
ALLIANZ SE ADR EACH REP 1/10 ORD SH (82 SHARES)$1,525$2,014
ALPHABET INC CAP STK CL A (3 SHARES)$3,672$5,258
AMERICAN WTR WKS CO INC NEW COM (14 SHARES)$1,236$2,149
CHR HANSEN HOLDING - SPON ADR (58 SHARES)$1,510$1,493
COLOPLAST UNSP ADR EACH REPR 0..10 ORD SHS (86 SHARES)$916$1,314
DANAHER CORP COM USD 0.01 (26 SHARES)$2,600$5,776
DANONE ADR-EA CNV INTO 1/5 EURO.25(CBK) (116 SHARES)$1,854$1,526
EBAY INC (123 SHARES)$3,907$6,181
ECOLAB INC (30 SHARES)$4,897$6,491
ESSILORLUXOTTICA UNSPONSORED ADR (28 SHARES)$2,021$2,185
KBC GROUP NV UNSPONSORED ADR (74 SHARES)$2,687$2,593
ESTEE LAUDER COMPANIES INC CL A (7 SHARES)$939$1,863
LEGAL & GENERAL GROUP SPON ADR EACH CNV INTO 5 ORD GBPO .025 (133 SHARES)$2,132$2,420
MASTERCARD INCORPORATED CL A (19 SHARES)$3,934$6,782
MICROSOFT CORP (31 SHARES)$3,349$6,895
NEXTERA ENERGY INC COM (60 SHARES)$2,575$4,629
NOVO-NORDISK A S ADR (74 SHARES)$3,613$5,169
ORACLE CORP COM (24 SHARES)$1,181$1,553
PRUDENTIAL ADR EACH REPR 2 ORD (93 SHARES)$2,930$3,434
ROPER TECHNOLOGIES INC (11 SHARES)$3,331$4,742
SEKISUI HOUSE LTD SPONSORED ADR (137 SHARES)$2,327$2,787
SIGNATURE BK NEW YORK N Y COM (25 SHARES)$2,684$3,382
SYMRISE AG UNSP ADR EACH REPR 0.25 ORD (160 SHARES)$3,605$5,305
THERMO FISHER SCIENTIFIC INC (16 SHARES)$3,763$7,452
UNILEVER NV EURO.16(NEW YORK SHARES) (31 SHARES)$1,782$1,871
VALEO ADR-EACH REPR O.5 ORD EUR3 (98 SHARES)$1,899$1,935
VESTAS WIND SYSTEMS ADR EACH REPR 0.33333 SHS (95 SHARES)$2,119$7,493
VISA INC COM CL A (21 SHARES)$3,014$4,593
WATTS WATER TECHNOLOGIES CL A (23 SHARES)$1,776$2,799
ADOBE SYSTEMS INC (8 SHARES)$2,242$4,001
AYDEN NV UNSPON ADS (81 SHARES)$1,152$3,776
ORSTED A/S UNSP ADR (110 SHARES)$2,925$7,495
SAP SE F SPONSORED ADR (8 SHARES)$1,069$1,043
TAIWAN SEMICONDUCTOR F ADR (48 SHARES)$1,889$5,234
TAKEDA PHARMA CO F SPONSORED ADR (100 SHARES)$1,823$1,820
BALL CORP COM NPV (20 SHARES)$1,631$1,864
BRIGHT HORIZONS FAMILY SOLUTIONS INC (5 SHARES)$483$865
INTUITIVE SURGICAL INC (2 SHARES)$907$1,632

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DIVIDENDS RECEIVABLE$520$463$463
SALE PROCEEDS RECEIVABLE$0$49,940$49,940

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT FOR SECURITIES RECEIVEDDesc
Amt$180,006Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SECRETARY OF STATE FEE$0$0$0$0
IL ATTORNEY GENERAL FEE$15$0$0$15

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONSDesc
Revenue And Expenses Per Books$665RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOUTSTANDING CHECKSDesc
BOY Book Value$10,000BOYBookValueAmt
EOY Book Value$62,015EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CERITY PARTNERS - ADVISORY FEES$2,176$2,176$0$0
OTHER INVESTMENT FEES - FIDELITY$152$152$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$339Amt
Net Investment Income$339NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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