FRIENDSHIP FUND INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDSHIP FUND INC (EIN 13-6089220)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-09-30
- IRS object ID
- 202122739349100317
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-30T14:58:49-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042442519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH 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 | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136089220 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDSHIP FUND INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O GMA FOUNDATIONS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 6174267080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LIBERTY SQUARE NO 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES M CRANE MD | PersonNm |
| Person Title | PRESIDENT/TRUSTEE | PersonTitleTxt |
| Phone | 6174267080 | PhoneNum |
| Signature | 2021-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | CRANE MD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EUGENE BORGONZI | PreparerPersonNm |
| PTIN | P01269879 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2021-09-28 | 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 | $4,887,870 | 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 | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $85,376 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82,723 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $618,283 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,197,172 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $618,283 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $28 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $28 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $703,695 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $701,042 | 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 | $11,695 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,847 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,848 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,003 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,794 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $27,209 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $636 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $636 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,068 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $431 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $637 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,402 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,708 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,694 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $138,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $138,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $207,402 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,708 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $171,694 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $496,293 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $665,334 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,557 | CashBOYAmt |
| Cash EOY | $21,813 | CashEOYAmt |
| Cash EOYFMV | $21,813 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $327,325 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $828 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $828 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $248,164 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,908,484 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $205,872 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,268,633 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,865,229 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,865,229 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,967,035 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,887,870 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,887,870 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,967,035 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,887,870 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,967,035 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,887,870 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,967,035 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,887,870 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,967,035 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $496,293 | ExcessRevenueOverExpensesAmt |
| Other Increases | $424,542 | OtherIncreasesAmt |
| Subtotal | $4,887,870 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,887,870 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $4,189,497 | $3,578,889 | $610,608 | $610,608 | |
| CAPITAL GAINS DIVIDENDS | $7,675 | $7,675 | $7,675 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $618,283 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,248 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,248 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,248 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,973 | 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 | $4,973 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,275 | 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 | NY | 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 |
| Individual With Books | GMA FOUNDATIONS | IndividualWithBooksNm |
| Phone | 6174267080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LIBERTY SQUARE STE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 (10 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| CHARLES M CRANE MD | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY | SQUARE STE 500 | BOSTON | MA | 02109 | PRESIDENT/TRUSTEE | 0.50 | $0 | $0 | $0 |
| F PETER FISHER | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY | SQUARE STE 500 | BOSTON | MA | 02109 | TREASURER/TRUSTEE | 0.50 | $0 | $0 | $0 |
| JOSEPHINE F DEGIVE | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY | SQUARE STE 500 | BOSTON | MA | 02109 | SECRETARY/TRUSTEE | 0.50 | $0 | $0 | $0 |
| FRANCIS BRADLEY | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY | SQUARE STE 500 | BOSTON | MA | 02109 | V.P./TRUSTEE | 0.50 | $0 | $0 | $0 |
| KATHARINE BRADLEY-BENNETT | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY | SQUARE STE 500 | BOSTON | MA | 02109 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DIANA H CRANE | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY | SQUARE STE 500 | BOSTON | MA | 02109 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| THOMAS S CRANE | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY | SQUARE STE 500 | BOSTON | MA | 02109 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| FRANCES CRANE MANSON | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY | SQUARE STE 500 | BOSTON | MA | 02109 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MARK BRADLEY | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY | SQUARE STE 500 | BOSTON | MA | 02109 | TRUSTEE (APPT. AUG 2020) | 0.50 | $0 | $0 | $0 |
| PEGGY TIMMERMAN | |||||||||
| C/O GMA FOUNDATIONS 2 LIBERTY | SQUARE STE 500 | BOSTON | MA | 02109 | TRUSTEE (APPT. AUG 2020) | 0.50 | $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 | $4,367,211 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,397 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,391,608 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,391,608 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,874 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,325,734 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $216,287 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $216,287 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,248 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,248 | TotalTaxAmt |
| Distributable Before Adj | $207,039 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $207,039 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $207,039 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $171,694 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $171,694 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $171,694 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $207,039 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $58,809 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $34,540 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,016 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,602 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $124,967 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $171,694 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $171,694 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $35,345 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $35,345 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $89,622 | 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 | $23,464 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $66,158 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $34,540 | ExcessFromYear4Amt |
| Excess From Year3 | $9,016 | ExcessFromYear3Amt |
| Excess From Year2 | $22,602 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GINELLE VAN TARTWIJK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GMA FOUNDATIONS 2 LIBERTY SQUARE | AddressLine1Txt |
| Address Line2 | STE 500 | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6173913092 | RecipientPhoneNum |
| Recipient Email Address | GVANTARTWIJK@GMAFOUNDATIONS.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THERE IS NOT A SET FORM OF APPLICATION. HOWEVER, THE APPLICATION SHOULD CONTAIN A CONCISE STATEMENT OF THE PURPOSE FOR WHICH THE GRANT IS SOUGHT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE DEADLINE IS APRIL 1ST FOR CONSIDERATION AT THE ANNUAL MEETING HELD THE FIRST WEEK OF AUGUST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL GRANTS MUST BE MADE TO ORGANIZATIONS REGISTERED AS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFRICAN WILDLIFE FOUNDATION | ||||||||
| 1100 NEW JERSEY AVE SE STE 900 | WASHINGTON | DC | 20003 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| ANIMAL RESCUE LEAGUE OF SOUTHERN RHODE ISLAND | ||||||||
| PO BOX 458 | WAKEFIELD | RI | 02880 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| ASSOCIATION TO PRESERVE CAPE COD INC | ||||||||
| 482 MAIN STREET | DENNIS | MA | 02638 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| BERKELEY SOCIETY FOR THE PRESERVATION OF TRADITIONAL MUSIC | ||||||||
| 2020 ADDISON STREET | BERKELEY | CA | 94704 | N/A | PC | PROGRAM SUPPORT | $3,000 | |
| CANE CHILD DEVELOPMENT CENTER | ||||||||
| 281 POST ROAD | WAKEFIELD | RI | 02879 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| CHURCH OF THE MESSIAH | ||||||||
| 22 CHURCH STREET | WOODS HOLE | MA | 02543 | N/A | PC | PROGRAM SUPPORT | $1,800 | |
| COLORADO SPRINGS PHILHARMONIC ORCHESTRA | ||||||||
| PO BOX 1266 | COLORADO SPRINGS | CO | 80901 | N/A | PC | PROGRAM SUPPORT | $2,250 | |
| COMMUNITY MUSIC SCHOOL OF THE PIEDMONT | ||||||||
| PO BOX 442 | UPPERVILLE | VA | 20185 | N/A | PC | PROGRAM SUPPORT | $3,000 | |
| DOMESTIC VIOLENCE RESOURCE CENTER OF SOUTH COUNTY INC | ||||||||
| 61 MAIN STREET | WAKEFIELD | RI | 02879 | N/A | PC | PROGRAM SUPPORT | $3,500 | |
| DUNWOODY NATURE CENTER INC | ||||||||
| 5343 ROBERTS DR | DUNWOODY | GA | 30338 | N/A | PC | PROGRAM SUPPORT | $2,250 | |
| ECO-CYCLE INC | ||||||||
| PO BOX 19006 | BOULDER | CO | 80308 | N/A | PC | PROGRAM SUPPORT | $1,125 | |
| FALMOUTH SERVICE CENTER INC | ||||||||
| PO BOX 208 | FALMOUTH | MA | 02541 | N/A | PC | PROGRAM SUPPORT | $21,500 | |
| FINGER LAKES REUSE INC | ||||||||
| 214 ELMIRA ROAD | ITHACA | NY | 14850 | N/A | PC | PROGRAM SUPPORT | $2,250 | |
| HABITAT FOR HUMANITY OF CAPE COD | ||||||||
| 411 MAIN ST STE 6 | YARMOUTHPORT | MA | 02675 | N/A | PC | PROGRAM SUPPORT | $1,250 | |
| MASSACHUSETTS AUDUBON SOCIETY INC | ||||||||
| 1280 HORSENECK ROAD | WESTPORT | MA | 02790 | N/A | PC | PROGRAM SUPPORT | $1,125 | |
| NEIGHBORS HELPING NEIGHBORS RHODE ISLAND | ||||||||
| PO BOX 406 | CHARLESTOWN | RI | 02813 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| PARTNERSHIP FOR SMARTER GROWTH | ||||||||
| 103 E MAIN STREET SUITE 1 | RICHMOND | VA | 23219 | N/A | PC | PROGRAM SUPPORT | $3,000 | |
| PEACE OVER VIOLENCE | ||||||||
| 1015 WILSHIRE BLVD STE 200 | LOS ANGELES | CA | 90017 | N/A | PC | PROGRAM SUPPORT | $3,000 | |
| SCENIC VIRGINIA | ||||||||
| 4 E MAIN ST 2A | RICHMOND | VA | 23219 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| SECOND WIND FOUNDATION | ||||||||
| 200 OLCOTT DRIVE | WHITE RIVER JUNCTION | VT | 05001 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| SOUTH COUNTY HOME HEALTH | ||||||||
| 100 KENYON AVE | WAKEFIELD | RI | 02879 | N/A | PC | PROGRAM SUPPORT | $1,500 | |
| SOUTHERN UTAH WILDERNESS ALLIANCE | ||||||||
| 425 EAST 100 SOUTH | SALT LAKE CITY | UT | 84111 | N/A | PC | PROGRAM SUPPORT | $2,250 | |
| THE 300 COMMITTEE LAND TRUST | ||||||||
| 157 LOCUST ST | FALMOUTH | MA | 02540 | N/A | PC | PROGRAM SUPPORT | $3,500 | |
| THE JONNYCAKE CENTER | ||||||||
| 1231 KINGSTOWN RD | PEACE DALE | RI | 02879 | N/A | PC | PROGRAM SUPPORT | $4,000 | |
| THE THADDEUS STEVENS SCHOOL INC | ||||||||
| PO BOX 274 | LYNDON CENTER | VT | 05850 | N/A | PC | PROGRAM SUPPORT | $2,250 | |
| VIRGINIA COMMONWEALTH UNIVERSITY | ||||||||
| PO BOX 842030 | RICHMOND | VA | 23284 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| WILDLANDS RESTORATION VOLUNTEERS | ||||||||
| 3012 STERLING CIRCLE STE 201 | BOULDER | CO | 80301 | N/A | PC | PROGRAM SUPPORT | $2,250 | |
| WOODS HOLE COMMUNITY ASSOCIATION INC | ||||||||
| PO BOX 327 | WOODS HOLE | MA | 02543 | N/A | PC | PROGRAM SUPPORT | $5,300 | |
| WOODS HOLE PUBLIC LIBRARY | ||||||||
| PO BOX 185 | WOODS HOLE | MA | 02543 | N/A | PC | PROGRAM SUPPORT | $3,600 | |
| COMMON CAUSE EDUCATION FUND | ||||||||
| 805 15TH ST NW STE 800 | WASHINGTON | DC | 20005 | N/A | PC | PROGRAM SUPPORT | $6,500 | |
| 350ORG | ||||||||
| PO BOX 843004 | BOSTON | MA | 02284 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| OAKLAND SYMPHONY CHORUS | ||||||||
| 1440 BROADWAY STE 405 | OAKLAND | CA | 94612 | N/A | PC | PROGRAM SUPPORT | $7,500 | |
| AMERICAN PRAIRIE RESERVE | ||||||||
| PO BOX 908 | BOZEMAN | MT | 59771 | N/A | PC | PROGRAM SUPPORT | $4,500 | |
| METROPOLIS ENSEMBLE INC | ||||||||
| C/O ANDREW CYR PO BOX 155 | ANCRAM | NY | 12502 | N/A | PC | PROGRAM SUPPORT | $4,500 | |
| CHILDREN'S SCHOOL OF SCIENCE INC | ||||||||
| PO BOX 522 | WOODS HOLE | MA | 02543 | N/A | PC | PROGRAM SUPPORT | $3,800 | |
| WESTOVER CHURCH | ||||||||
| F/B/O CHARLES CITY PUBLIC SCHOOL | CHARLES CITY | VA | 23030 | N/A | PC | PROGRAM SUPPORT | $1,000 | 6401 JOHN TYLER HIGHWAY |
| FRIENDS OF HERITAGE PUBLIC LIBRARY | ||||||||
| 10790 COURTHOUSE ROAD | CHARLES CITY | VA | 23030 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| FRIENDS OF SHAWNEE ANIMALS INC (FOSA) | ||||||||
| 19521 E LINVALE DR | AURORA | CO | 80013 | N/A | PC | PROGRAM SUPPORT | $4,000 | |
| CAROLINA FARM TRUST | ||||||||
| 19028 OAKHURST BLVD | CORNELIUS | NC | 28031 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| CAROLINA THREAD TRAIL | ||||||||
| 217 S TRYON ST | CHARLOTTE | NC | 28202 | N/A | PC | PROGRAM SUPPORT | $3,000 | |
| TREEPEOPLE INC | ||||||||
| 12601 MULHOLLAND DR | BEVERLY HILLS | CA | 90210 | N/A | PC | PROGRAM SUPPORT | $5,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $138,000 | 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 | $8 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,376 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $618,283 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT RECEIPTS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $703,695 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $703,695 | 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 & TAX PREPARATION FEES | CategoryTxt |
| Amt | $11,695 | Amt |
| Net Investment Income | $5,847 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,848 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANGUARD MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $4,865,229 | BookValueAmt |
| EOYFMV | $4,865,229 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $49 | $0 | $49 |
| ADR FEES | $282 | $282 | $0 |
| ACCRUED INTEREST PAID ON SECURITY PURCHASES | $149 | $149 | $0 |
| POSTAGE | $338 | $0 | $338 |
| STATE FILING FEE | $250 | $0 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT RECEIPTS | Desc |
| Revenue And Expenses Per Books | $28 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $28 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $28 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $424,542 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION MANAGEMENT FEES | $27,209 | $0 | $27,209 |
| INVESTMENT MANAGEMENT FEES | $28,794 | $28,794 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD ON INVESTMENTS | CategoryTxt |
| Amt | $636 | Amt |
| Net Investment Income | $636 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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