WAGNER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WAGNER FOUNDATION (EIN 20-6079941)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349102496
- Schema version
- 2020v4.1
- Note
- A later return for the same period supersedes this one.
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T10:28:24-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FIRST ST SE STE 800 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 524011512 | 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 | 206079941 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAGNER FOUNDATION 0746800 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAGN | BusinessNameControlTxt |
| Phone | 6178680920 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET 24TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021163740 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLOTTE R CRAMER WAGNER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6178680920 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLOTTE | PersonFirstNm |
| Person Last | CRAMER WAGNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARLEY LANE | PreparerPersonNm |
| PTIN | P00982177 | PTIN |
| Phone | 3192985333 | PhoneNum |
| Preparation | 2021-11-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $200,924,376 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,098,938 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,016 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,016 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $751,507 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $751,507 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,823,007 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,166,937 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,840,730 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$5,193,910 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $173,708 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $16,483,558 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,769,961 | 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 | $18,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $218,018 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $134,326 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $83,692 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $197,708 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35,695 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,705 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,705 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,478 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,478 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $449,909 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $170,021 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $117,875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,382,440 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,382,440 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,832,349 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $170,021 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,500,315 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,651,209 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,599,940 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $602 | CashBOYAmt |
| Cash EOY | $99,151 | CashEOYAmt |
| Cash EOYFMV | $99,151 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,428,117 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $589,314 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $589,314 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $58,238,743 | CorporateStockBOYAmt |
| Corporate Stock EOY | $61,478,841 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $76,498,673 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $93,626,340 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $95,777,705 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $123,737,238 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $153,293,802 | TotalAssetsBOYAmt |
| Total Assets EOY | $157,945,011 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $200,924,376 | 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 | $153,293,802 | RetainedEarningBOYAmt |
| Retained Earning EOY | $157,945,011 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $153,293,802 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $157,945,011 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $153,293,802 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $157,945,011 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $153,293,802 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,651,209 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $157,945,011 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $157,945,011 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - LT | $1,268,000 | $855,688 | $412,312 | $412,312 | |||
| PUBLICLY TRADED SECURITIES - ST | $11,043,807 | $11,703,534 | -$659,727 | -$659,727 | |||
| FROM K-1S - ST CAPITAL GAINS | $2,176,759 | $2,176,759 | $2,176,759 | P | |||
| FROM K-1S - LT CAPITAL GAINS | $3,017,151 | $3,017,151 | $3,017,151 | P | |||
| THE NIPPON VALUE INVESTORS JAPANESE EQUITY TRUST | $4,810,381 | $4,766,985 | $43,396 | $43,396 | P | 2019-01-01 | 2020-12-01 |
| CAPITAL GAINS DIVIDENDS | $1,850,839 | $1,850,839 | $1,850,839 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,840,730 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $105,639 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $105,639 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $105,639 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $130,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $60,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $190,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $85,161 | OverpaymentAmt |
| Applied To ES Tax | $85,161 | 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 | 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.WFOUND.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172411244 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HERBERT S WAGNER III | ||||||||
| 500 BOLYSTON STREET 24TH FLOOR | BOSTON | MA | 021163740 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHARLOTTE R CRAMER WAGNER | ||||||||
| 500 BOLYSTON STREET 24TH FLOOR | BOSTON | MA | 021163740 | TRUSTEE | 40.00 | $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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DIMEO SCHNEIDER & ASSOCIATES NKA FIDUCIENT | |||||
| 500 W MADISON ST STE 1700 | CHICAGO | IL | 606612567 | INVESTMENT ADVISOR | $134,326 |
| UNCOMMON UNION | |||||
| 30 MAIN STREET 8E | BROOKLYN | NY | 11201 | MARKETING/PR | $83,692 |
| 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 | $55,254,885 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,557,623 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $123,737,238 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $183,549,746 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $183,549,746 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,753,246 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $180,796,500 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,039,825 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,039,825 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $105,639 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,491 | IncomeTaxAmt |
| Total Tax | $109,130 | TotalTaxAmt |
| Distributable Before Adj | $8,930,695 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,930,695 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,930,695 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,500,315 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,500,315 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,500,315 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,930,695 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,098,512 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,346,580 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,445,092 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,500,315 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,930,695 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,569,620 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,014,712 | 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 | $6,014,712 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,098,512 | ExcessFromYear2Amt |
| Excess From Year1 | $2,346,580 | ExcessFromYear1Amt |
| Excess From Current Year | $2,569,620 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HERBERT S WAGNER III | ContributingManagerNm |
| Contributing Manager | CHARLOTTE R CRAMER WAGNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (96 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTISTS FOR HUMANITY | |||||||
| 100 W 2ND ST | BOSTON | MA | 02127 | NONE | PC | IN SUPPORT OF THE EMERGENCY OPERATING SUPPORT | $15,000 |
| BERKSHIRE TACONIC COMMUNITY FOUNDATION | |||||||
| 800 NORTH MAIN ST | SHEFFIELD | MA | 012579503 | NONE | PC | IN SUPPORT OF THE COVID-19 EMERGENCY RELIEF FUND FOR BERKSHIRE COUNTY | $15,000 |
| BOSTON BOOK FESTIVAL | |||||||
| 32R ESSEX ST SUITE 5 | CAMBRIDGE | MA | 02139 | NONE | PC | IN SUPPORT OF THE 2020 FESTIVAL. WE WAIVE ALL GOODS AND SERVICES | $10,000 |
| BOSTON CENTER FOR THE ARTS | |||||||
| 539 TREMONT ST | BOSTON | MA | 02116 | NONE | PC | IN SUPPORT OF THE BOSTON ARTIST RELIEF FUND | $15,000 |
| BOSTON COMMUNITY PEDIATRICS | |||||||
| 527 ALBANY ST SUITE 200 | BOSTON | MA | 02118 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| BOSTON CYCLISTS UNION | |||||||
| PO BOX 191710 | ROXBURY | MA | 02119 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| BOSTON CYCLISTS UNION | |||||||
| PO BOX 191710 | ROXBURY | MA | 02119 | NONE | PC | ONE-TIME GENERAL OPERATING SUPPORT | $40,000 |
| BOSTON CYCLISTS UNION | |||||||
| PO BOX 191710 | ROXBURY | MA | 02119 | NONE | PC | IN SUPPORT OF THE BOSTON CYCLISTS UNION BIKE PASS PROGRAM | $12,250 |
| BOSTON FOUNDATION INC | |||||||
| 75 ARLINGTON ST 3RD FLOOR | BOSTON | MA | 02116 | NONE | PC | GENERAL OPERATING SUPPORT FOR KING BOSTON'S KING CENTER FOR ECONOMIC JUSTICE | $250,000 |
| BOSTON FOUNDATION INC | |||||||
| 75 ARLINGTON ST 3RD FLOOR | BOSTON | MA | 02116 | NONE | PC | IN SUPPORT OF THE FORWARD FUND | $50,000 |
| BOSTON FOUNDATION INC | |||||||
| 75 ARLINGTON ST 3RD FLOOR | BOSTON | MA | 02116 | NONE | PC | MA COVID-19 RELIEF FUND AND IN RECOGNITION OF THE WORK OF FIRST LADY OF MA LAUREN BAKER | $100,000 |
| BOSTON FOUNDATION INC | |||||||
| 75 ARLINGTON ST 3RD FLOOR | BOSTON | MA | 02116 | NONE | PC | IN SUPPORT OF YEAR 2 OF THE PLACE LEADERSHIP NETWORK | $50,000 |
| BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM | |||||||
| 780 ALBANY ST | BOSTON | MA | 02118 | NONE | PC | IN SUPPORT OF THE COVID-19 RESPONSE FUND | $50,000 |
| BOSTON MEDICAL CENTER CORPORATION | |||||||
| 1 BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 02118 | NONE | PC | IN SUPPORT OF THE COVID-19 EMERGENCY MEDICAL RESPONSE AND SOCIAL SERVICES FUND | $150,000 |
| BOYS & GIRLS CLUBS OF BOSTON | |||||||
| 200 HIGH ST SUITE 3B | BOSTON | MA | 02110 | NONE | PC | UNRESTRICTED OPERATING SUPPORT | $250,000 |
| CAMBRIDGE COMMUNITY FOUNDATION | |||||||
| 255 MAIN ST 8TH FLOOR | CAMBRIDGE | MA | 02142 | NONE | PC | CAMBRIDGE COVID-19 EMERGENCY FUND | $25,000 |
| CAMBRIDGE COMMUNITY FOUNDATION | |||||||
| 255 MAIN ST 8TH FLOOR | CAMBRIDGE | MA | 02142 | NONE | PC | CULTURAL CAPITAL FUND, WITH $25,000 DESIGNATED TO STARLIGHT SQUARE | $100,000 |
| CAMBRIDGE COMMUNITY FOUNDATION | |||||||
| 255 MAIN ST 8TH FLOOR | CAMBRIDGE | MA | 02142 | NONE | PC | CAMBRIDGE ARTIST RELIEF FUND | $25,000 |
| CAMBRIDGE HISTORICAL SOCIETY | |||||||
| 159 BRATTLE ST | CAMBRIDGE | MA | 02138 | NONE | PC | ANNUAL FUND | $10,000 |
| CAMP HARBOR VIEW FOUNDATION | |||||||
| 79 NEWBURY STREET | BOSTON | MA | 02116 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 |
| CAMPAIGN FOR CATHOLIC SCHOOLS | |||||||
| 66 BROOKS DR | BRAINTREE | MA | 02184 | NONE | PC | IN SUPPORT OF THE FUND FOR THE FUTURE | $400,000 |
| CAMPAIGN FOR CATHOLIC SCHOOLS | |||||||
| 66 BROOKS DR | BRAINTREE | MA | 02184 | NONE | PC | IN SUPPORT OF THE CAMPAIGN FOR CATHOLIC SCHOOLS RELIEF FUND | $50,000 |
| CAREMESSAGE | |||||||
| PO BOX 7307 | SAN FRANCISCO | CA | 94120 | NONE | PC | IN SUPPORT OF PROJECT EQUITY | $50,000 |
| CATHOLIC SCHOOLS FOUNDATION | |||||||
| 67 BATTERYMARCH ST 6TH FLOOR | BOSTON | MA | 02110 | NONE | PC | IN SUPPORT OF THE INNER-CITY SCHOLARSHIP FUND | $100,000 |
| CENTER FOR ECONOMIC DEMOCRACY | |||||||
| 434 MASSACHUSETTS AVE SUITE 201 | BOSTON | MA | 02118 | NONE | PC | IN SUPPORT OF THE BOSTON UJIMA PROJECT | $25,000 |
| CENTER FOR ECONOMIC DEMOCRACY | |||||||
| 434 MASSACHUSETTS AVE SUITE 201 | BOSTON | MA | 02118 | NONE | PC | IN SUPPORT OF THE UJIMA CARE FUND | $25,000 |
| COMMUNITY FOUNDATION OF SOUTHEASTERN MASSACHUSETTS | |||||||
| 128 UNION ST SUITE 403 | NEW BEDFORD | MA | 02740 | NONE | PC | IN SUPPORT OF THE SOUTHCOAST EMERGENCY RESPONSE FUND | $15,000 |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | |||||||
| 333 BRIDGE ST | SPRINGFIELD | MA | 01103 | NONE | PC | IN SUPPORT OF THE COVID-19 RESPONSE FUND FOR THE PIONEER VALLEY | $15,000 |
| DOVE INC | |||||||
| PO BOX 690267 | QUINCY | MA | 02269 | NONE | PC | GENERAL OPERATING SUPPORT FOR DOVE'S FY 2021 OPERATIONS | $10,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 |
| ESSEX COUNTY COMMUNITY FOUNDATION | |||||||
| 175 ANDOVER ST SUITE 101 | DANVERS | MA | 01923 | NONE | PC | IN SUPPORT OF THE ESSEX COUNTY COVID-19 RESPONSE FUND | $15,000 |
| FAMILY INDEPENDENCE INITIATIVE NKA UPTOGETHER | |||||||
| PO BOX 71363 | OAKLAND | CA | 94612 | NONE | PC | IN SUPPORT OF THE COVID-19 FUND, DESIGNATED TO FAMILIES IN CAMBRIDGE AND BOSTON | $15,000 |
| FULL FRAME INITIATIVE | |||||||
| 308 MAIN ST SUITE 2A | GREENFIELD | MA | 01301 | NONE | PC | GUND GROWTH CHALLENGE | $200,000 |
| FULL FRAME INITIATIVE | |||||||
| 308 MAIN ST SUITE 2A | GREENFIELD | MA | 01301 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | |||||||
| 1310 L STREET NW SUITE 650 | WASHINGTON | DC | 20005 | NONE | PC | 2020 MEMBERSHIP RENEWAL FEE | $5,090 |
| GRANTMAKERS IN THE ARTS | |||||||
| 522 COURTLANDT AVE 1ST FLOOR | BRONX | NY | 104515008 | NONE | PC | 2021 YEARLY MEMBERSHIP DUES | $1,100 |
| GREATER LOWELL COMMUNITY FOUNDATION | |||||||
| 100 MERRIMACK ST SUITE 202 | LOWELL | MA | 01852 | NONE | PC | IN SUPPORT OF THE GLCF COVID-19 EMERGENCY RESPONSE FUND | $15,000 |
| GREATER WORCESTER COMMUNITY FOUNDATION | |||||||
| 370 MAIN ST SUITE 650 | WORCESTER | MA | 01608 | NONE | PC | IN SUPPORT OF WORCESTER TOGETHER: CENTRAL MASS COVID-19 FUND | $15,000 |
| HARVARD UNIVERSITY - PRESIDENT AND FELLOWS OF HARVARD UNIVERSITY | |||||||
| 1033 MASSACHUSETTS AVE 5TH FLOOR | CAMBRIDGE | MA | 02138 | NONE | PC | HARVARD ART MUSEUMS' ACQUISITION OF GEGO'S "DIBUJO SIN PAPEL 85/1" FOR THE MUSEUM'S COLLECTION | $60,000 |
| HARVARD UNIVERSITY | |||||||
| PO BOX 419209 | BOSTON | MA | 022419209 | NONE | PC | HUTCHINS CENTER FUND 338244: INSTITUTE FOR THE STUDY OF POLICING, INCARCERATION AND PUBLIC SAFETY | $100,000 |
| INSTITUTE OF CONTEMPORARY ART BOSTON | |||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | NONE | PC | IN SUPPORT OF VENICE 2022 SIMONE LEIGH AND ICA SURVEY EXHIBITION | $125,000 |
| INSTITUTE OF CONTEMPORARY ART BOSTON | |||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | NONE | PC | IN SUPPORT OF THE ACQUISITIONS CIRCLE MEMBERSHIP RENEWAL, WAIVING RIGHTS TO ALL GOODS AND SERVICES | $10,000 |
| INSTITUTE OF CONTEMPORARY ART BOSTON | |||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | NONE | PC | FUND FOR THE FUTURE INITIATIVE | $300,000 |
| INSTITUTE OF CONTEMPORARY ART BOSTON | |||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 |
| INSTITUTE OF CONTEMPORARY ART BOSTON | |||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | NONE | PC | DIRECTOR OF EDUCATION ENDOWED FUND | $600,000 |
| INSTITUTE OF CONTEMPORARY ART BOSTON | |||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | NONE | PC | ANNUAL OPERATING SUPPORT | $100,000 |
| INTEGRATE HEALTH | |||||||
| PO BOX 605 | MEDWAY | MA | 02053 | NONE | PC | IN SUPPORT OF THE COVID-19 RESPONSE FUND | $25,000 |
| INTEGRATE HEALTH | |||||||
| PO BOX 605 | MEDWAY | MA | 02053 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 |
| MASS DESIGN GROUP | |||||||
| 1 CHANDLER ST | BOSTON | MA | 02116 | NONE | PC | IN SUPPORT OF PHASE 2 OF THE ICA COVID-19 DESIGN RESPONSE, CALLED PHASE 2: LONGER TERM STRATEGIES | $35,000 |
| MERRIMACK VALLEY FOOD BANK | |||||||
| 735 BROADWAY ST | LOWELL | MA | 01854 | NONE | PC | IN SUPPORT OF YOUR COVID-19 RELIEF EFFORTS | $20,000 |
| MORE THAN WORDS | |||||||
| 56 FELTON ST | WALTHAM | MA | 02453 | NONE | PC | IN SUPPORT OF THE COMMUNITY ENGAGEMENT & ADVOCACY WORK | $100,000 |
| MORE THAN WORDS | |||||||
| 56 FELTON ST | WALTHAM | MA | 02453 | NONE | PC | IN SUPPORT OF COVID-19 RELIEF EFFORTS | $20,000 |
| MUSEUM OF CONTEMPORARY ART CHICAGO | |||||||
| 220 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | PC | IN SUPPORT OF THE COMMITMENT TO WOMEN ARTISTS INITIATIVE | $100,000 |
| MUSO INC | |||||||
| 3254 19TH ST 2ND FLOOR | SAN FRANCISCO | CA | 94110 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| NEW ENGLAND INTERNATIONAL DONORS | |||||||
| PO BOX 24 | WATERTOWN | MA | 02471 | NONE | PC | 2021 MEMBERSHIP RENEWAL FEE | $5,000 |
| NEW ENGLAND INTERNATIONAL DONORS | |||||||
| PO BOX 24 | WATERTOWN | MA | 02471 | NONE | PC | PARTNER LEVEL SPONSORSHIP OF THE 2020 CHANGEMAKERS GALA. WE WAIVE ALL GOODS AND SERVICES | $5,000 |
| NEW PROFIT | |||||||
| 225 FRANKLIN ST SUITE 350 | BOSTON | MA | 02110 | NONE | PC | IN SUPPORT OF THE RURAL SMALL TOWN INITIATIVE | $250,000 |
| NORTH BENNET STREET SCHOOL | |||||||
| 150 NORTH ST | BOSTON | MA | 02109 | NONE | PC | GENERAL ENDOWMENT SUPPORT | $75,000 |
| ONE ACRE FUND | |||||||
| 81 PROSPECT ST | BROOKLYN | NY | 11201 | NONE | PC | IN SUPPORT OF THE COVID-19 RELIEF FUND | $25,000 |
| OUR SISTERS' SCHOOL | |||||||
| 145 BROWNELL AVE | NEW BEDFORD | MA | 02740 | NONE | PC | ANNUAL FUND | $10,000 |
| PARTNERS IN AGRICULTURE | |||||||
| 15 SIRRINE DR | GREENVILLE | SC | 29605 | NONE | PC | IN SUPPORT OF THE COVID-19 RESPONSE PROJECTS | $175,000 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON ST SUITE 300 | BOSTON | MA | 02199 | NONE | PC | IN SUPPORT OF YOUR COVID-19 RESPONSE EFFORTS | $50,000 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON ST SUITE 300 | BOSTON | MA | 02199 | NONE | PC | PIH'S ACTIVITIES FOR LESOTHO NATIONAL HEALTH REFORM OF THE PRIMARY HEALTH CARE SYSTEM | $1,000,000 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON ST SUITE 300 | BOSTON | MA | 02199 | NONE | PC | IN SUPPORT OF MARKETING EFFORTS AROUND INFLUENCERS | $200,000 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON ST SUITE 300 | BOSTON | MA | 02199 | NONE | PC | IMPACT INITIATIVE | $2,000,000 |
| PIVOTWORKS INC | |||||||
| 75 NORTH MAIN ST SUITE 2075 | RANDOLPH | MA | 02368 | NONE | PC | IN SUPPORT OF THE COVID-19 EMERGENCY FUND | $25,000 |
| PIVOTWORKS INC | |||||||
| 75 NORTH MAIN ST SUITE 2075 | RANDOLPH | MA | 02368 | NONE | PC | GENERAL OPERATING SUPPORT FOR THE COMMUNITY HEALTH PROGRAM | $200,000 |
| PROJECT PLACE | |||||||
| 1145 WASHINGTON ST | BOSTON | MA | 02118 | NONE | PC | IN SUPPORT OF YOUR COVID-19 RELIEF EFFORTS | $15,000 |
| RED SOX FOUNDATION | |||||||
| 4 JERSEY ST | BOSTON | MA | 02215 | NONE | PC | 2020 HALL OF FAME/FENWAY HONORS GALA, WAIVING ALL GOODS AND SERVICES | $10,000 |
| RED SOX FOUNDATION | |||||||
| 4 JERSEY ST | BOSTON | MA | 02215 | NONE | PC | IN SUPPORT OF THE 2020 RED SOX PARTNERS CHALLENGE | $10,000 |
| REGIS COLLEGE | |||||||
| 235 WELLESLEY ST BOX 30 | WESTON | MA | 02493 | NONE | PC | REGIS IN HAITI: CLINICAL NURSING EDU & PRACTICE TO IMPROVE HEALTH ACCESS, EQUITY & OUTCOMES | $275,000 |
| ROOT CAPITAL INC | |||||||
| 245 MAIN ST 2ND FLOOR | CAMBRIDGE | MA | 02142 | NONE | PC | IN SUPPORT OF THE WOMEN IN AGRICULTURE 2019-2021 BUSINESS PLAN | $1,000,000 |
| ROOT CAPITAL | |||||||
| 245 MAIN ST 2ND FLOOR | CAMBRIDGE | MA | 02142 | NONE | PC | IN SUPPORT OF COVID-19 RESPONSE FOR GEG RECIPIENTS IN PERU | $124,000 |
| SCHOLAR ATHLETES | |||||||
| 57 MAGAZINE ST | BOSTON | MA | 02119 | NONE | PC | 2020 SCHOLAR ATHLETES GALA, FRESHMAN TEAM SPONSORSHIP LEVEL.WE WAIVE ALL GOODS AND SERVICES. | $10,000 |
| SEED GLOBAL HEALTH | |||||||
| 20 ASHBURTON PLACE 6TH FLOOR | BOSTON | MA | 02108 | NONE | PC | SIERRA LEONES NAT'L PROGRAM IN HUMAN RESOURCES FOR HEALTH & REPRODUCTIVE, MATERNAL & CHILD HEALTH | $195,000 |
| SHINING HOPE FOR COMMUNITIES | |||||||
| 11 PARK PLACE 3RD FLOOR | NEW YORK | NY | 10007 | NONE | PC | IN SUPPORT OF YOUR COVID-19 RESPONSE EFFORTS | $25,000 |
| SISTERS OF ST JOSEPH'S(CHECK PAYABLE TO SISTERS OF ST JOSEPH PRISON MIN | |||||||
| 1020 STATE ST | BADEN | PA | 15005 | NONE | PC | SISTERS OF ST. JOSEPH PRISON MINISTRY AFTERCARE PROGRAM FOR WOMEN RUN BY SR. MAUREEN CLARK | $15,000 |
| SOCIAL INNOVATION FORUM | |||||||
| 2 OLIVER ST SUITE 802 | BOSTON | MA | 02109 | NONE | PC | IN SUPPORT OF THE 2021 SOCIAL ISSUE TRACK: COMBATING RECIDIVISM THROUGH COMPREHENSIVE RE-ENTRY PROGRAMS | $100,000 |
| ST PETER SCHOOL | |||||||
| 96 CONCORD AVE | CAMBRIDGE | MA | 02138 | NONE | PC | ANNUAL FUND | $50,000 |
| TATE AMERICAS FOUNDATION | |||||||
| 520 WEST 27TH ST UNIT 404 | NEW YORK | NY | 10001 | NONE | PC | 2020 MEMBERSHIP: NORTH AMERICAN ACQUISITIONS COMMITTEE, WAIVING ALL GOODS & SERVICES | $15,000 |
| THE FOOD BANK OF WESTERN MASSACHUSETTS | |||||||
| PO BOX 160 | HATFIELD | MA | 01038 | NONE | PC | IN SUPPORT OF YOUR COVID-19 RELIEF EFFORTS | $20,000 |
| THE GREATER BOSTON FOOD BANK | |||||||
| 70 SOUTH BAY AVE | BOSTON | MA | 02118 | NONE | PC | IN SUPPORT OF YOUR COVID-19 RELIEF EFFORTS | $20,000 |
| US BIENNIAL INCPROSPECT NEW ORLEANS | |||||||
| PO BOX 58800 | NEW ORLEANS | LA | 70158 | NONE | PC | GENERAL OPERATING SUPPORT OF THE P.5 EXHIBITION TITLED: "YESTERDAY WE SAID TOMORROW" | $50,000 |
| VIA ART FUND | |||||||
| 8 NEWBURY ST 7TH FLOOR | BOSTON | MA | 02116 | NONE | PC | ANNUAL FUND | $25,000 |
| VIA ART FUND | |||||||
| 8 NEWBURY ST 7TH FLOOR | BOSTON | MA | 02116 | NONE | PC | IN SUPPORT OF THE VIA GRANTEE RELIEF FUND | $15,000 |
| VIA ART FUND | |||||||
| 8 NEWBURY ST 7TH FLOOR | BOSTON | MA | 02116 | NONE | PC | IN SUPPORT OF THE VIA GRANTEE RELIEF FUND | $50,000 |
| VIA ART FUND | |||||||
| 8 NEWBURY ST 7TH FLOOR | BOSTON | MA | 02116 | NONE | PC | IN SUPPORT OF THE VIA/WAGNER INCUBATOR GRANT FUND | $100,000 |
| VILLAGE HEALTH WORKS | |||||||
| 45 W 36TH ST 8TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | IN SUPPORT OF REINFORCING AND EXPANDING MONITORING & EVALUTION CAPACITY | $100,000 |
| WOMEN IN GLOBAL HEALTH | |||||||
| 30901 WIEGMAN CT | HAYWARD | CA | 94544 | NONE | PC | IN SUPPORT OF THE DIGITAL SYMPOSIUM ON WOMEN AND GLOBAL HEALTH SECURITY AND ACCOMPANYING CAMPAIGN | $100,000 |
| WOMEN IN GLOBAL HEALTH | |||||||
| 30901 WIEGMAN CT | HAYWARD | CA | 94544 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 |
| WORCESTER COUNTY FOOD BANK | |||||||
| 474 BOSTON TURNPIKE | SHREWSBURY | MA | 01545 | NONE | PC | IN SUPPORT OF YOUR COVID-19 RELIEF EFFORTS | $20,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 655 NEW YORK AVE NW 6TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | DESIGNATED TO OFF THEIR PLATE - GREATER BOSTON | $15,000 |
| Y2Y NETWORK | |||||||
| 955 MASSACHUSETTS AVE 424 | CAMBRIDGE | MA | 02139 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| Y2Y NETWORK | |||||||
| 955 MASSACHUSETTS AVE 424 | CAMBRIDGE | MA | 02139 | NONE | PC | IN SUPPORT OF THE COVID-19 EMERGENCY FUND | $10,000 |
| YEAR UP | |||||||
| 45 MILK ST 9TH FLOOR | BOSTON | MA | 02109 | NONE | PC | IN SUPPORT OF THE OPPORTUNITY CAMPAIGN III | $500,000 |
| YEAR UP | |||||||
| 45 MILK ST 9TH FLOOR | BOSTON | MA | 02109 | NONE | PC | IN SUPPORT OF THE COVID-19 IMPACT FUND | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,382,440 | 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 | $4,016 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $751,507 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,823,007 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 GAIN FOR NII - NOT BOOK | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,193,910 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,384,620 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,384,620 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HERBERT S WAGNER III AND CHARLOTTE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET 24TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021163740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,098,938 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,000 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANTS AND CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT | IdentifierTxt |
| Form And Line Reference | PART XV, LINE 3B | FormAndLineReferenceDesc |
| Medium Explanation | ALL GRANTS APPROVED FOR FUTURE PAYMENT ARE SUBJECT TO CONTINGENCIES. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHAMPLAIN SMALL COMPANY | $13,928,892 | $16,441,961 |
| HARBOR DIVERSIFIED INTL | $18,074,526 | $18,561,974 |
| JACKSON SQUARE SMID CAP | $12,673,166 | $20,235,897 |
| JOHCM EMRG MKT OPPTY FD | $5,278,901 | $6,482,976 |
| VANGUARD EXTENDED MARKET | $1,813,411 | $2,374,462 |
| VANGUARD INSTL INDEX FD | $9,709,945 | $12,401,403 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABRAMS CAPITAL PARTNERS LP | AT COST | $15,828,402 | $18,794,420 |
| BAUPOST VALUE PARTNERS LP | AT COST | $17,447,087 | $17,482,992 |
| COLUMBUS HILL PARTNERS LP | AT COST | $10,040,029 | $14,333,388 |
| CORMORANT GLOBAL HEALTHCARE FUND LP | AT COST | $3,261,174 | $10,004,183 |
| CORMORANT PRIVATE HEALTHCARE FUND II LP | AT COST | $3,608,443 | $9,581,601 |
| FARMSTEAD PARTNERS LP | AT COST | $3,203,522 | $3,222,470 |
| HAWKEYE CAPITAL INST LP | AT COST | $4,914,847 | $5,317,605 |
| HYPERPLANE II LP | AT COST | $1,774,140 | $2,131,880 |
| KENSICO ASSOCIATES LP | AT COST | $7,762,399 | $7,941,985 |
| MASON CAPITAL LP | AT COST | $2,192,894 | $2,370,750 |
| MFN PARTNERS LP | AT COST | $2,111,594 | $2,443,763 |
| ROSE GROVE PARTNERS I LP | AT COST | $5,235,205 | $5,604,596 |
| RA CAPITAL HEALTHCARE FUND LP | AT COST | $4,313,113 | $9,027,374 |
| CAPE ANN GLOBAL DEVELOPING MARKETS FD | AT COST | $5,475,146 | $6,360,319 |
| MOONRISE VENTURES PARTNERS II LP | AT COST | $2,084,379 | $2,323,799 |
| REFLOW MEDICAL INC | AT COST | $3,825,992 | $3,825,993 |
| CORMORANT PRIVATE HEALTHCARE FUND III LP | AT COST | $1,200,000 | $1,340,101 |
| HYPERPLANE III LP | AT COST | $350,000 | $350,000 |
| SIGULER GUFF SBOF IV (T), LP | AT COST | $1,149,339 | $1,280,019 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TECHNOLOGY FEES AND EXPENSE | $9,476 | $0 | $9,476 |
| GROUP INSURANCE | $852 | $0 | $852 |
| DUES, MEMBERSHIPS, AND SUBSCRIPTIONS | $150 | $0 | $150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM K-1S - FOR NII | $0 | $173,708 | $0 |
| K-1 GAIN FOR NII - NOT BOOK | -$5,193,910 | -$5,193,910 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MARKETING/PR EXPENSE | $83,692 | $0 | $83,692 |
| INVESTMENT MANAGEMENT FEES | $134,326 | $134,326 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $197,708 | $0 | $0 |
| FOREIGN TAXES WITHHELD/ACCRUED - K-1S | $0 | $35,695 | $0 |
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