CASEY & FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CASEY & FAMILY FOUNDATION (EIN 27-6364101)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-14
- IRS object ID
- 202111049349100226
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-14T13:54:49-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042689883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 HIGH STREET 21ST FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276364101 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CASEY & FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CASE | BusinessNameControlTxt |
| Phone | 9784568086 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 623 | AddressLine1Txt |
| City | HARVARD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 014510623 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CURTIS W MARBLE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9784568086 | PhoneNum |
| Signature | 2021-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CURTIS | PersonFirstNm |
| Person Last | MARBLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HILLARY BURR CPA | PreparerPersonNm |
| PTIN | P00910379 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2021-03-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,273,951 | 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 |
| Interest On Sav Rev And Expnss | $98,316 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $98,316 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $523,908 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $523,908 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $932,718 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,426,865 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $932,718 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,554,942 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,554,942 | 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 |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $168,827 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $81,228 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $87,599 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $37,866 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,066 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,776 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $423 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $213,969 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $102,294 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $91,522 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,918,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,918,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,131,969 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $102,294 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,009,522 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,577,027 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,452,648 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $633,471 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $668,386 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $668,386 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,351,599 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,151,215 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,677,669 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $25,549,690 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,170,505 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,927,896 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $40,534,760 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,990,106 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,273,951 | 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 | $40,534,760 | RetainedEarningBOYAmt |
| Retained Earning EOY | $38,990,106 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,534,760 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,990,106 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,534,760 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,990,106 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,534,760 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,577,027 | ExcessRevenueOverExpensesAmt |
| Other Increases | $35,583 | OtherIncreasesAmt |
| Subtotal | $38,993,316 | SubtotalAmt |
| Other Decreases | $3,210 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,990,106 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WELLS FARGO #2098 | P | $3,000,000 | $2,993,957 | $6,043 | $6,043 |
| WELLS FARGO #2477 | P | $596,987 | $654,994 | -$58,007 | -$58,007 |
| WELLS FARGO #2477 | P | $21,370 | $21,370 | $0 | $0 |
| WELLS FARGO #2477 | P | $852,786 | $652,969 | $199,817 | $199,817 |
| WELLS FARGO #2477 | P | $23,779 | $23,779 | $0 | $0 |
| WELLS FARGO #7963 | P | $1,143,095 | $681,512 | $461,583 | $461,583 |
| WELLS FARGO #9369 | P | $36,079 | $36,079 | $0 | $0 |
| WELLS FARGO #9369 | P | $500,000 | $429,487 | $70,513 | $70,513 |
| CAPITAL GAINS DIVIDENDS | P | $252,769 | $252,769 | $252,769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $932,718 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,192 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,192 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,192 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,164 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,164 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $28 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CURTIS MARBLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9784568086 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 623 | AddressLine1Txt |
| City | HARVARD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 014510623 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| CURTIS W MARBLE | ||||||||
| 84 LITTLETON COUNTY ROAD PO BOX 827 | HARVARD | MA | 01451 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| EDWARD S HEALD | ||||||||
| 70 RODGERS ROAD | CARLISLE | MA | 01741 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID C MARBLE | ||||||||
| 77 BLOOMFIELD ST | LEXINGTON | MA | 02421 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JENNIFER HARTMAN | ||||||||
| 84 LITTLETON COUNTY ROAD PO BOX 827 | HARVARD | MA | 01451 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $42,319,556 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,922,501 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,242,057 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,242,057 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $663,631 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,578,426 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,178,921 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,178,921 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,192 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,192 | TotalTaxAmt |
| Distributable Before Adj | $2,158,729 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,158,729 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,158,729 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,009,522 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,009,522 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,009,522 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,158,729 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $391,459 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $391,459 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,009,522 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,158,729 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $850,793 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,242,252 | 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 | $1,242,252 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $391,459 | ExcessFromYear1Amt |
| Excess From Current Year | $850,793 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICANS FOR OXFORD INC | ||||||||||||
| 500 FIFTH AVENUE 32ND FLOOR | NEW YORK | NY | 10036 | NOT RELATED | 501(C)(3) | CHARITABLE | $80,000 | |||||
| BLUEGREEN ALLIANCE | ||||||||||||
| 2901 UNIVERSITY AVE SE | MINNEAPOLIS | MN | 55414 | NOT RELATED | 501(C)(3) | CHARITABLE | $40,000 | |||||
| CAMBRIDGE IN AMERICA | ||||||||||||
| 1120 AVENUE OF THE AMERICAS 17TH | NEW YORK | NY | 10036 | NOT RELATED | 501(C)(3) | CHARITABLE | $150,000 | FLOOR | ||||
| CENTER FOR EFFECTIVE ALTRUISM | ||||||||||||
| 2054 UNIVERSITY AVE STE 300 | BERKELEY | CA | 94704 | NOT RELATED | 501(C)(3) | CHARITABLE | $100,000 | |||||
| CONSERVATION LAW FOUNDATION | ||||||||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | NOT RELATED | 501(C)(3) | CHARITABLE | $50,000 | |||||
| DOCTORS WITHOUT BORDERS | ||||||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NOT RELATED | 501(C)(3) | CHARITABLE | $200,000 | |||||
| EQUAL JUSTICE INITIATIVE | ||||||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NOT RELATED | 501(C)(3) | CHARITABLE | $40,000 | |||||
| EXPECT MIRACLES FOUNDATION | ||||||||||||
| 89 SOUTH STREET SUITE 701 | BOSTON | MA | 02111 | NOT RELATED | 501(C)(3) | CHARITABLE | $40,000 | |||||
| GAIA FOUNDATION | ||||||||||||
| NOT RELATED | 501(C)(3) | CHARITABLE | $3,000 | 6 HEATHGATE PLACE AGINCOURT ROAD | LONDON | UK | NW3 2NU | |||||
| GRASSROOTS INTERNATIONAL | ||||||||||||
| 179 BOYLSTON STREET 4TH FLOOR | BOSTON | MA | 02130 | NOT RELATED | 501(C)(3) | CHARITABLE | $65,000 | |||||
| GROUNDSWELL INTERNATIONAL | ||||||||||||
| 1875 CONNECTICUT AVENUE NW 10TH | WASHINGTON | DC | 20009 | NOT RELATED | 501(C)(3) | CHARITABLE | $65,000 | FLOOR | ||||
| HOPEWELL FUND | ||||||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | NOT RELATED | 501(C)(3) | CHARITABLE | $50,000 | |||||
| INDIGENOUS ENVIRONMENTAL NETWORK | ||||||||||||
| PO BOX 485 | BEMIDJI | MN | 56619 | NOT RELATED | 501(C)(3) | CHARITABLE | $65,000 | |||||
| INNOCENCE PROJECT | ||||||||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | NOT RELATED | 501(C)(3) | CHARITABLE | $40,000 | |||||
| MIT CANCER RESEARCH FUND | ||||||||||||
| 600 MEMORIAL DRIVE | CAMBRIDGE | MA | 02139 | NOT RELATED | 501(C)(3) | CHARITABLE | $800,000 | |||||
| NATIONAL NETWORK OF ABORTION FUNDS | ||||||||||||
| 9450 SW GEMINI DRIVE PMB 16009 | BEAVERTON | OR | 970087105 | NOT RELATED | 501(C)(3) | CHARITABLE | $110,000 | |||||
| NEW VENTURE FUND | ||||||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | NOT RELATED | 501(C)(3) | CHARITABLE | $180,000 | |||||
| PROTEUS FUND | ||||||||||||
| 15 RESEARCH DRIVE SUITE B | AMHERST | MA | 01002 | NOT RELATED | 501(C)(3) | CHARITABLE | $75,000 | |||||
| RAINFOREST FOUNDATION | ||||||||||||
| PO BOX 26908 | BROOKLYN | NY | 11202 | NOT RELATED | 501(C)(3) | CHARITABLE | $75,000 | |||||
| RURAL ADVANCEMENT FOUNDATION | ||||||||||||
| PO BOX 640 | PITTSBORO | NC | 27312 | NOT RELATED | 501(C)(3) | CHARITABLE | $25,000 | |||||
| SILVERLINING | ||||||||||||
| 500 NORTH CAPITOL STREET NW SUITE | WASHINGTON | DC | 20001 | NOT RELATED | 501(C)(3) | CHARITABLE | $200,000 | 210 | ||||
| THE PINK FUND | ||||||||||||
| PO BOX 603 | BLOOMFIELD HILLS | MI | 48303 | NOT RELATED | 501(C)(3) | CHARITABLE | $50,000 | |||||
| TIDES CENTER PROJECT | ||||||||||||
| 1014 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | NOT RELATED | 501(C)(3) | CHARITABLE | $40,000 | |||||
| TIDES FOUNDATION | ||||||||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | NOT RELATED | 501(C)(3) | CHARITABLE | $50,000 | |||||
| TRUSTEES OF TUFTS COLLEGE | ||||||||||||
| 136 HARRISON AVENUE | BOSTON | MA | 02111 | NOT RELATED | 501(C)(3) | CHARITABLE | $75,000 | |||||
| US CHARITABLE GIFT TRUST | ||||||||||||
| C/O RENIASSANCE ADMINISTRATION 8910 | INDIANAPOLIS | IN | 46268 | NOT RELATED | 501(C)(3) | CHARITABLE | $250,000 | PURDUE ROAD SUITE 500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,918,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,316 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $523,908 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $932,718 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,554,942 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,554,942 | 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 | WOLF & COMPANY, PC | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS, OPTIONS & ETFS | StockNm |
| EOY Book Value | $14,151,215 | EOYBookValueAmt |
| EOYFMV | $20,677,669 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANFIRO INC. | AT COST | $100,000 | $100,000 |
| FIXED INCOME SECURITIES | AT COST | $7,020,306 | $7,094,792 |
| MUTUAL FUNDS | AT COST | $16,850,199 | $20,533,104 |
| PRI REBOUND TECHNOLOGIES INC, | AT COST | $200,000 | $200,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE OF 1099 INCOME & EXPENSES | Desc |
| Amt | $3,210 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MA FORM PC | $250 | $0 | $250 |
| USPS | $53 | $0 | $53 |
| WIRE FEES | $120 | $0 | $120 |
| OTHER EXPENSES | $3,353 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCOUNTING ADJUSTMENT | $14,649 |
| NONDIVIDEND DISTRIBUTIONS | $20,934 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $81,228 | $81,228 | $0 |
| THE BOSTON FOUNDATION NEID MEMBERSHIP | $1,000 | $0 | $1,000 |
| SUSTAINABLE AGRICULTURE & FOOD MEMBERSHIP | $3,000 | $0 | $3,000 |
| JEN ASTONE | $7,500 | $0 | $7,500 |
| THE PHILANTHROPIC INITIATIVE | $62,661 | $0 | $62,661 |
| ENVIRONMENTAL GRANTMAKERS ASSOCIATION | $11,288 | $0 | $11,288 |
| BIODIVERSITY FUNDERS GROUP | $2,150 | $0 | $2,150 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $21,066 | $21,066 | $0 |
| ESTIMATED TAX PAYMENT | $16,800 | $0 | $0 |
Comments