BURKEHAVEN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BURKEHAVEN FAMILY FOUNDATION (EIN 82-6746205)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-29
- IRS object ID
- 202121199349100727
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-29T12:11:21-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 826746205 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BURKEHAVEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURK | BusinessNameControlTxt |
| Phone | 6174190156 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1834 CENTRE ST NO 589 | AddressLine1Txt |
| City | WEST ROXBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02132 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRFAN ALIBHAI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6174190156 | PhoneNum |
| Signature | 2021-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | IRFAN | PersonFirstNm |
| Person Last | ALIBHAI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSHUA ENGLAND | PreparerPersonNm |
| PTIN | P01606226 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2021-04-20 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,891,023 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $946,283 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $946,283 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $250,292 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,002,906 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $250,292 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,196,607 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,196,607 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $174,153 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,708 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $165,445 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $600 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $150 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $450 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,737 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,684 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,053 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $60,606 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $58,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,606 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,060 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,678 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $9,382 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $463 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $463 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,459 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,459 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $280,078 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,220 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $194,858 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,166,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,166,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,446,078 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,220 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,360,858 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,249,471 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,111,387 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $243,429 | CashBOYAmt |
| Cash EOY | $705,325 | CashEOYAmt |
| Cash EOYFMV | $705,325 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $37,711,649 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $732,466 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $732,466 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $90,733 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,462 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,462 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,984,906 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,575,810 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,293,755 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,872,960 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $38,045,811 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,720,914 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,891,023 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,899 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $39 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $981 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,899 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,020 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $38,043,912 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $36,719,894 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,043,912 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,719,894 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,045,811 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,720,914 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,043,912 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,249,471 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $36,794,441 | SubtotalAmt |
| Other Decreases | $74,547 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,719,894 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $5,864,077 | $5,752,614 | $111,463 | $111,463 |
| CAPITAL GAINS DIVIDENDS | P | $138,829 | $138,829 | $138,829 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $250,292 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,448 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,448 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,448 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $90,733 | 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 | $90,733 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $75,285 | OverpaymentAmt |
| Applied To ES Tax | $75,285 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NH | 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 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174190156 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1834 CENTRE ST NO 589 | AddressLine1Txt |
| City | WEST ROXBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02132 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| IRFAN ALIBHAI | ||||||||
| 1834 CENTRE STREET 589 | WEST ROXBURY | MA | 02132 | PRESIDENT | 40.00 | $174,153 | $0 | $0 |
| CAROL WALLACE | ||||||||
| 1834 CENTRE STREET 589 | WEST ROXBURY | MA | 02132 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL JEWCZYN | ||||||||
| 1834 CENTRE STREET 589 | WEST ROXBURY | MA | 02132 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $38,775,554 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $448,882 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,224,436 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,224,436 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $588,367 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,636,069 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,931,803 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,931,803 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,448 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,448 | TotalTaxAmt |
| Distributable Before Adj | $1,916,355 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,916,355 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,916,355 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,360,858 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,360,858 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,360,858 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,916,355 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $989,325 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,360,858 | QualifyingDistributionsAmt |
| Applied To Year1 | $989,325 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,371,533 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $544,822 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL WALLACE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (120 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| NEW LONDON HOSPITAL | |||||||
| 273 COUNTY RD | NEW LONDON | NH | 03257 | PC | POWER COT AND HYDRAULIC LIFT | $61,000 | |
| THE UNCOMFORTABLE CONVERSATION | |||||||
| 40 SHERWOOD ST 2 | ROSLINDALE | MA | 02131 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| GLOBAL IMPACT - MA CIVIC LEARNING COALITION | |||||||
| 1199 NORTH FAIRFAX STREET SUITE 300 | ALEXANDRIA | VA | 22314 | PC | GENERAL CHARITABLE SUPPORT | $25,000 | |
| WOMEN HELPING WOMEN | |||||||
| 215 E 9TH ST 7TH FLOOR | CINCINNATI | OH | 45202 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| PHILLIPS BROOKS HOUSE ASSOCIATION INC | |||||||
| ONE NORTH HARVARD YARD | CAMBRIDGE | MA | 02138 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| WOMEN'S FOUNDATION OF BOSTON | |||||||
| 126 BROOKLINE AVE 3RD FLOOR | BOSTON | MA | 02215 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| SHINING HOPE FOR COMMUNITIES INC | |||||||
| 175 VARICK ST 5TH FL | NEW YORK | NY | 10014 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| SHINING HOPE FOR COMMUNITIES INC | |||||||
| 175 VARICK ST 5TH FL | NEW YORK | NY | 10014 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| FAMILY INDEPENDENCE INITIATIVE | |||||||
| 663 13TH STREET SUITE 200 | OAKLAND | CA | 94612 | PC | GENERAL CHARITABLE SUPPORT | $15,000 | |
| AGA KHAN FOUNDATION USA | |||||||
| 1825 K ST NW STE 901 | WASHINGTON | DC | 20006 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| MIDDLESEX HOSPITAL | |||||||
| 28 CRESCENT STREET | MIDDLETOWN | CT | 06457 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| THE MONTEREY BAY AQUARIUM FOUNDATION | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| NEW LONDON HOSPITAL | |||||||
| 273 COUNTY RD | NEW LONDON | NH | 03257 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| GOT LUNCH | |||||||
| 20 CHURCH ST | NEWPORT | NH | 03773 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| DIGDEEP | |||||||
| PO BOX 26779 | LOS ANGELES | CA | 90026 | PC | GENERAL CHARITABLE SUPPORT | $50,000 | |
| INTERFAITH YOUTH CORE | |||||||
| 141 W JACKSON BLVD SUITE 3200 | CHICAGO | IL | 60604 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| RELIGIONS FOR PEACE INTERNATIONAL | |||||||
| 777 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| INTERFAITH ALLIANCE FOUNDATION | |||||||
| 2101 L STREET NW SUITE 800 | WASHINGTON | DC | 20037 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| NEW HAMPSHIRE FOOD BANK | |||||||
| 700 EAST INDUSTRIAL PARK DRIVE | MANCHESTER | NH | 03109 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| NEW LONDON BARN PLAYHOUSE | |||||||
| 84 MAIN STREET | NEW LONDON | NH | 03257 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| WEST CENTRAL BEHAVIORAL HEALTH | |||||||
| 9 HANOVER STREET SUITE 2 | LEBANON | NH | 03766 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| BROOKLINE SCHOOLS STAFF CHILDRENS CENTER | |||||||
| 162 GODDARD AVE | BROOKLINE | MA | 02445 | PC | GENERAL CHARITABLE SUPPORT | $25,000 | |
| BROOKLINE SCHOOLS STAFF CHILDRENS CENTER | |||||||
| 162 GODDARD AVE | BROOKLINE | MA | 02445 | PC | GENERAL CHARITABLE SUPPORT | $25,000 | |
| THE AMERICAN CIVIL LIBERTIES UNION FOUNDATION | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| LOVIN' SPOONFULS | |||||||
| 1304 COMMONWEALTH AVENUE SUITE E | BOSTON | MA | 02134 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| NEW HAMPSHIRE FOOD BANK | |||||||
| 700 EAST INDUSTRIAL PARK DRIVE | MANCHESTER | NH | 03109 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| THE GREATER BOSTON FOOD BANK | |||||||
| 70 SOUTH BAY AVENUE BOSTON | BOSTON | MA | 02118 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| WAYPOINT YOUTH RESOURCE CENTER | |||||||
| 464 CHESTNUT ST PO BOX 448 | MANCHESTER | NH | 03105 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| PROJECT BREAD | |||||||
| 145 BORDER STREET | EAST BOSTON | MA | 02128 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| KALAMAZOO COLLEGE | |||||||
| 1200 ACADEMY ST | KALAMAZOO | MI | 49006 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| BROOKLINE COMMUNITY FOUNDATION | |||||||
| 40 WEBSTER PLACE | BROOKLINE | MA | 02445 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| FOODCORPS | |||||||
| 1140 SE 7TH AVE 110 | PORTLAND | OR | 97214 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| AGA KHAN FOUNDATION USA | |||||||
| 1825 K ST NW STE 901 | WASHINGTON | DC | 20006 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| CHANGING WOMAN INITIATIVE | |||||||
| 460 SAINT MICHAELS DR STE 804 | SANTA FE | NM | 87505 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| CHEYENNE RIVER YOUTH PROJECT INC | |||||||
| PO BOX 410 | EAGLE BUTTE | SD | 57625 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| WHITE BUFFALO CALF WOMEN'S SOCIETY | |||||||
| PO BOX 227 | MISSION | SD | 57555 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| NATIVE ACTION INC | |||||||
| PO BOX 409 | LAME DEER | MT | 59043 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| PUEBLO ACTION ALLIANCE | |||||||
| 211 10TH STREET SW | ALBUQUERQUE | NM | 87102 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| AUSBON SARGENT LAND PRESERVATION TRUST | |||||||
| PO BOX 2040 71 PLEASANT STREET | NEW LONDON | NH | 03257 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| OFF THEIR PLATE | |||||||
| 20 LIME STREET | BOSTON | MA | 02108 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| SHINING HOPE FOR COMMUNITIES INC | |||||||
| 175 VARICK ST 5TH FL | NEW YORK | NY | 10014 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| SHARE OUTREACH INC | |||||||
| 1 COLUMBUS AVENUE | MILFORD | NH | 03055 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| PINE STREET INN | |||||||
| 444 HARRISON AVENUE BOSTON | BOSTON | MA | 02118 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| COMMUNITY SERVINGS | |||||||
| 179 AMORY ST | JAMAICA PLAIN | MA | 02130 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| WEST CENTRAL BEHAVIORAL HEALTH | |||||||
| 9 HANOVER STREET SUITE 2 | LEBANON | NH | 03766 | PC | GENERAL CHARITABLE SUPPORT | $50,000 | |
| MY NATIVE SISTERS' FIRE INC | |||||||
| PO BOX 645 | CASA BLANCA | NM | 87007 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| NIS'TO INCORPORATED | |||||||
| 215 WEST PINE ST | SISSETON | SD | 57262 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| INDIGENOUS WOMEN RISING | |||||||
| PO BOX 66433 | ALBUQUERQUE | NM | 87193 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| THE KWEK SOCIETY | |||||||
| 3469 N EDISON ST | ARLINGTON | VA | 22207 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| SOVEREIGN BODIES INSTITUTE | |||||||
| 101 BROOKWOOD AVE SUITE 204 | SANTA ROSA | CA | 95404 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| THUNDER VALLEY COMMUNITY DEVELOPMENT CORPORATION | |||||||
| PO BOX 290 | PORCUPINE | SD | 57772 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| NDN COLLECTIVE | |||||||
| 317 MAIN ST 1 | RAPID CITY | SD | 57701 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| COALITION TO STOP VIOLENCE AGAINST NATIVE WOMEN | |||||||
| 4600 MONTGOMERY BLVD NE SUITE B202 | ALBUQUERQUE | NM | 87109 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| MIGZI COMMUNICATIONS INC | |||||||
| 3017 27TH AVE S | MINNEAPOLIS | MN | 55406 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| SHORELINE SOUP KITCHENS & PANTRIES | |||||||
| PO BOX 804 | ESSEX | CT | 06426 | PC | GENERAL CHARITABLE SUPPORT | $3,000 | |
| WILDLIFE CONSERVATION SOCIETY - BRONX ZOO | |||||||
| 2300 SOUTHERN BOULEVARD | THE BRONX | NY | 10460 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| THE SASAMANI FOUNDATION | |||||||
| PO BOX 315 | OLD MYSTIC | CT | 06372 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| BRIAN HOUSE INC | |||||||
| PO BOX 134 | CHESTER | CT | 06412 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| THE AMERICAN CIVIL LIBERTIES UNION FOUNDATION | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL CHARITABLE SUPPORT | $14,000 | |
| CHESTER ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION | |||||||
| 23 RIDGE ROAD | CHESTER | CT | 06412 | PC | GENERAL CHARITABLE SUPPORT | $3,000 | |
| TRI-TOWN YOUTH SERVICES BUREAU INC | |||||||
| PO BOX 897 56 HIGH STREET | DEEP RIVER | CT | 06417 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| WILMOT COMMUNITY ASSOCIATION | |||||||
| PO BOX 23 | WILMOT | NH | 03287 | PC | GENERAL CHARITABLE SUPPORT | $25,000 | |
| NEW HAMPSHIRE FOOD BANK | |||||||
| 700 EAST INDUSTRIAL PARK DRIVE | MANCHESTER | NH | 03109 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| GOT LUNCH | |||||||
| 20 CHURCH ST | NEWPORT | NH | 03773 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| NEW LONDON BARN PLAYHOUSE | |||||||
| 84 MAIN STREET | NEW LONDON | NH | 03257 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| NORTHERN STAGE COMPANY | |||||||
| 76 GATES STREET | HARTFORD | VT | 05001 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| LAKE SUNAPEE PROTECTIVE ASSOCIATION | |||||||
| PO BOX 683 | SUNAPEE | NH | 03782 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| THE FELLS | |||||||
| 456 ROUTE 103A PO BOX 276 | NEWBURY | NH | 03255 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| THE LIVERY - SUNAPEE HERITAGE ALLIANCE | |||||||
| PO BOX 72 | SUNAPEE | NH | 03782 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| LAKE SUNAPEE PROTECTIVE ASSOCIATION | |||||||
| PO BOX 683 | SUNAPEE | NH | 03782 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| WILMOT VOLUNTEER FIRE COMPANY | |||||||
| PO BOX 33 | WILMOT | NH | 03287 | PC | PURCHASE OF F150 FIRE VEHICLE | $60,000 | |
| A LITTLE COMPASSION INC | |||||||
| PO BOX 995 | DEEP RIVER | CT | 06417 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| PROTECT DEMOCRACY PROJECT | |||||||
| 2020 PENNSYLVANIA AVENUE NW 163 | WASHINGTON | DC | 20006 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| VOTEAMERICA | |||||||
| 14 HUDSON AVE SUITE 403 | GLENS FALLS | NY | 12801 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| URBAN FARMING INSTITUTE OF BOSTON | |||||||
| 487R NORFOLK STREET | MATTAPAN | MA | 02126 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| INTERFAITH YOUTH CORE | |||||||
| 141 W JACKSON BLVD SUITE 3200 | CHICAGO | IL | 60604 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| BOSTON AREA RAPE CRISIS CENTER | |||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| SHANTI BHAVAN CHILDREN'S PROJECT | |||||||
| 141 HAWKINS PLACE PMB 192 | BOONTON | NJ | 07005 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| PROJECT CITIZENSHIP | |||||||
| 4 FANEUIL SOUTH MARKET BUILDING NO | BOSTON | MA | 02109 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | 4005 |
| GREENLIGHT FUND | |||||||
| 120 ST JAMES AVE 6TH FLOOR | BOSTON | MA | 02116 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| ALWAYS DREAM FOUNDATION | |||||||
| 125 RAILROAD AVE SUITE 203 | DANVILLE | CA | 94526 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| ESSEX COUNTY COMMUNITY ORGANIZATION | |||||||
| 74 S COMMON STREET | LYNN | MA | 01902 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| BETHANY HOUSE SERVICES | |||||||
| 1841 FAIRMOUNT AVE | CINCINNATI | OH | 45214 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| THE RICHMOND PROMISE | |||||||
| 440 CIVIC CENTER PLAZA | RICHMOND | CA | 94804 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| DAVID'S HOUSE | |||||||
| 461 MT SUPPORT RD | LEBANON | NH | 03766 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| HOPEWELL | |||||||
| 3 ALLIED DR STE 308 | DEDHAM | MA | 02026 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| LIBRARY ARTS CENTER | |||||||
| 58 N MAIN STREET | NEWPORT | NH | 03773 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| VERMONT INSTITUTE OF NATURAL SCIENCE | |||||||
| VINS NATURE CENTER PO BOX 1281 | QUECHEE | VT | 05059 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| NEW HAMPSHIRE AUDUBON | |||||||
| 84 SILK FARM ROAD | CONCORD | NH | 03301 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| NEW HAMPSHIRE PUBLIC RADIO | |||||||
| 2 PILLSBURY STREET 6TH FLOOR | CONCORD | NH | 03301 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| AGA KHAN FOUNDATION USA | |||||||
| 1825 K ST NW STE 901 | WASHINGTON | DC | 20006 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| WOMEN HELPING WOMEN | |||||||
| 215 E 9TH ST 7TH FLOOR | CINCINNATI | OH | 45202 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| INNER-CITY MUSLIM ACTION NETWORK | |||||||
| 2744 WEST 63RD STREET | CHICAGO | IL | 60629 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| VERMONT LAW SCHOOL | |||||||
| PO BOX 96 | SOUTH ROYALTON | VT | 05068 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| WEST CENTRAL BEHAVIORAL HEALTH | |||||||
| 9 HANOVER STREET SUITE 2 | LEBANON | NH | 03766 | PC | GENERAL CHARITABLE SUPPORT | $50,000 | |
| WOMEN'S FOUNDATION OF BOSTON | |||||||
| 126 BROOKLINE AVE 3RD FLOOR | BOSTON | MA | 02215 | PC | GENERAL CHARITABLE SUPPORT | $75,000 | |
| LOVIN' SPOONFULS | |||||||
| 1304 COMMONWEALTH AVENUE SUITE E | BOSTON | MA | 02134 | PC | GENERAL CHARITABLE SUPPORT | $100,000 | |
| GREENLIGHT FUND | |||||||
| 120 ST JAMES AVE 6TH FLOOR | BOSTON | MA | 02116 | PC | BOSTON OPERATIONS | $225,000 | |
| DIGDEEP | |||||||
| PO BOX 26779 | LOS ANGELES | CA | 90026 | PC | GENERAL CHARITABLE SUPPORT | $50,000 | |
| THE UNCOMFORTABLE CONVERSATION | |||||||
| 40 SHERWOOD ST 2 | ROSLINDALE | MA | 02131 | PC | GENERAL CHARITABLE SUPPORT | $25,000 | |
| GIRLS INC OF NEW HAMPSHIRE | |||||||
| 1711 S WILLOW ST UNIT 5 | MANCHESTER | NH | 03103 | PC | GENERAL CHARITABLE SUPPORT | $50,000 | |
| GREENLIGHT FUND | |||||||
| 120 ST JAMES AVE 6TH FLOOR | BOSTON | MA | 02116 | PC | NATIONAL OPERATIONS | $200,000 | |
| FORGIVE US MINISTRIES | |||||||
| 1242 W ADDISON | CHICAGO | IL | 60613 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| SHINING HOPE FOR COMMUNITIES INC | |||||||
| 175 VARICK ST 5TH FL | NEW YORK | NY | 10014 | PC | GENERAL CHARITABLE SUPPORT | $45,000 | |
| NEW LONDON HOSPITAL | |||||||
| 273 COUNTY RD | NEW LONDON | NH | 03257 | PC | CONSTRUCTION OF EXPRESS CARE CENTER | $150,000 | |
| BAKER SCHOOL EXTENDED DAY | |||||||
| 205 BEVERLY ROAD | BROOKLINE | MA | 02467 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| WBUR | |||||||
| 890 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| WGBH | |||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| WUMB RADIO | |||||||
| 100 MORRISSEY BOULEVARD | BOSTON | MA | 02125 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| GREENLIGHT FUND | |||||||
| 120 ST JAMES AVE 6TH FLOOR | BOSTON | MA | 02116 | PC | GENERAL CHARITABLE SUPPORT | $3,000 | |
| KALAMAZOO COMMUNITY FOUNDATION | |||||||
| 402 EAST MICHIGAN AVENUE | KALAMAZOO | MI | 49007 | PC | REMEMBERING MAGGIE FUND | $10,000 | |
| EAST HAMPTON ROTARY FOUNDATION | |||||||
| PO BOX 358 | EAST HAMPTON | CT | 06424 | PC | RED MCKINNEY SCHOLARSHIP | $2,500 | |
| CONNECTICUT CHILDRENS MEDICAL CENTER FOUNDATION | |||||||
| 282 WASHINGTON STREET | HARTFORD | CT | 06106 | PC | NICU | $2,500 | |
| EAST BOSTON MAIN STREETS | |||||||
| 154 MAVERICK STREET STE 210 | BOSTON | MA | 02128 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| LAS MARGARITAS FOUNDATION | |||||||
| PO BOX 1995 | CLIFFSIDE PARK | NJ | 07010 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| GREENLIGHT FUND | |||||||
| 120 ST JAMES AVE 6TH FLOOR | BOSTON | MA | 02116 | PC | BAY AREA EOY APPEAL | $2,000 | |
| FOUNDATION FOR EXPERIENTIAL LEARNING | |||||||
| 1636 SOUTHEAST 25TH AVENUE | PORTLAND | OR | 97214 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| ACCOUNTABILITY COUNSEL | |||||||
| 244 KEARNY STREET FLOOR 6 | SAN FRANCISCO | CA | 94108 | PC | GENERAL CHARITABLE SUPPORT | $6,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,166,000 | 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 | $32 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $946,283 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $250,292 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,196,607 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,196,607 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,737 | Amt |
| Net Investment Income | $1,684 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,053 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND FUNDS | BondNm |
| EOY Book Value | $11,293,755 | EOYBookValueAmt |
| EOYFMV | $11,872,960 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY FUNDS | StockNm |
| EOY Book Value | $23,984,906 | EOYBookValueAmt |
| EOYFMV | $30,575,810 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $600 | LegalFeesAmt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $450 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $74,547 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES & FEES | $122 | $0 | $0 | $122 |
| OFFICE SUPPLIES & SOFTWARE | $3,051 | $0 | $0 | $3,051 |
| RESEARCH SERVICES | $8,286 | $0 | $0 | $8,286 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $981 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER PROFESSIONAL FEES | $3,475 | $869 | $0 | $2,606 |
| INVESTMENT ADVISORY | $57,131 | $57,131 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $9,876 | $494 | $0 | $9,382 |
| FOREIGN TAX | $16,184 | $16,184 | $0 | $0 |
Comments