THE MENTOR NETWORK CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE MENTOR NETWORK CHARITABLE FOUNDATION INC (EIN 20-4935290)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-04
- IRS object ID
- 202522169349100612
- Schema version
- 2023v6.0
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-04T14:26:57-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471096596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAFFOL AND COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 CHESTNUT STREET SUITE 11 | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02492 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204935290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MENTOR NETWORK CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MENT | BusinessNameControlTxt |
| Phone | 6177904800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Batterymarch Park Suite 103 | AddressLine1Txt |
| City | Quincy | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GINA MARTIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6177904800 | PhoneNum |
| Signature | 2025-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jonathan Vitale | PreparerPersonNm |
| PTIN | P01922134 | PTIN |
| Phone | 7814444926 | PhoneNum |
| Preparation | 2025-07-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $737,556 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,250 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14,171 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,171 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $14,171 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $25,789 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,789 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $25,789 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $95,921 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $255,453 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $95,921 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $137,131 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $135,881 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $39,960 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $196 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,472 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,132 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $339 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,095 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,102 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,132 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $228,102 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,132 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $200,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$90,971 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $133,749 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $39,960 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $149,317 | CashBOYAmt |
| Cash EOY | $15,707 | CashEOYAmt |
| Cash EOYFMV | $15,707 | CashEOYFMVAmt |
| Corporate Stock BOY | $243,605 | CorporateStockBOYAmt |
| Corporate Stock EOY | $364,937 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $282,846 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $527,708 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $389,034 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $424,087 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $15,167 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,068 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,916 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $935,797 | TotalAssetsBOYAmt |
| Total Assets EOY | $792,746 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $737,556 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $10,530 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,530 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $935,797 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $782,216 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $935,797 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $782,216 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $935,797 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $792,746 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $935,797 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$90,971 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $844,826 | SubtotalAmt |
| Other Decreases | $62,610 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $782,216 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Fidelity Investments | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $255,453 | GrossSalesPriceAmt |
| Gain Or Loss | $95,921 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $95,921 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $95,921 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $95,921 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,859 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,859 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,859 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $20 | EsPenaltyAmt |
| Tax Due | $1,879 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heather Lesogor | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177904800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Batterymarch Park Suite 103 | AddressLine1Txt |
| City | Quincy | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| GINA MARTIN | ||||||||
| 1 Batterymarch Park Suite 103 | Quicny | MA | 02169 | PRESIDENT AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| HEATHER LESOGOR | ||||||||
| 1 Batterymarch Park Suite 103 | Quicny | MA | 02169 | TREASURER AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| JENNIFER NEVILLE | ||||||||
| 1 Batterymarch Park Suite 103 | Quicny | MA | 02169 | CLERK AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| WHITNEY SHUFELT | ||||||||
| 1 Batterymarch Park Suite 103 | Quicny | MA | 02169 | EXECUTIVE DIRECTOR AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| NARDA SHUTT | ||||||||
| 1 Batterymarch Park Suite 103 | Quicny | MA | 02169 | ASSISTANT TREASURER AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| NATASHA HUDSPETH | ||||||||
| 1 Batterymarch Park Suite 103 | Quicny | MA | 02169 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PATRICK Piccininno | ||||||||
| 1 Batterymarch Park Suite 103 | Quicny | MA | 02169 | DIRECTOR | 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 | $788,493 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $110,069 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $898,562 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $898,562 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,478 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $885,084 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,254 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,254 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,859 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,859 | TotalTaxAmt |
| Distributable Before Adj | $42,395 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,395 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,395 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $200,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $200,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,395 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $106,007 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $98,577 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $311,864 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $313,897 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $207,447 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,037,792 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $200,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,395 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $157,605 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,195,397 | 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 | $106,007 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,089,390 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $98,577 | ExcessFromYear4Amt |
| Excess From Year3 | $311,864 | ExcessFromYear3Amt |
| Excess From Year2 | $313,897 | ExcessFromYear2Amt |
| Excess From Year1 | $207,447 | ExcessFromYear1Amt |
| Excess From Current Year | $157,605 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Whitney Shufelt | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Batterymarch Park Suite 103 | AddressLine1Txt |
| City | Quincy | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6177904800 | RecipientPhoneNum |
| Recipient Email Address | Foundation@sevitahealth.com | RecipientEmailAddressTxt |
| Form And Info And Materials | A request letter with specifics about use of funds, budget, and amount requested. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | No retrictions. Limitations of amount, no more than $50,000. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 53 Families Foundation | ||||||||
| 1122 Kenilworth Dr 502 | Towson | MD | 21204 | No relationship | PC | General operating | $2,500 | |
| Alzheimer's Association of MA | ||||||||
| 480 Pleasant Street | Watertown | MA | 02472 | No relationship | PC | General operating | $2,500 | |
| Brain Injury Alliance of Central Kentucky | ||||||||
| PO Box 11634 | Lexington | KY | 40576 | No relationship | PC | General operating | $2,500 | |
| Center for the Study of Social Policy | ||||||||
| 1575 I St NW Suite 500 | Washington | DC | 20005 | No relationship | PC | Support for Youth Thrive 4 Youth programming | $25,000 | |
| City High School Iowa City | ||||||||
| 1900 Morningside Dr | Iowa City | IA | 52245 | No relationship | PC | General operating | $2,500 | |
| Crisis Intervention Center | ||||||||
| 206 3rd St NE | Mason City | IA | 50401 | No relationship | PC | General operating | $1,250 | |
| Disability Belongs | ||||||||
| 43 Town and Country Dr Suite | Fredericksburg | VA | 22405 | No relationship | PC | Support for National Leadership Program | $20,000 | 119-181 |
| DOVE (DOmestic Violence Ended) Inc | ||||||||
| PO Box 690267 | Quincy | MA | 02269 | No relationship | PC | General operating | $2,500 | |
| Girl Scouts-Arizona Cactus Pine Council | ||||||||
| 119 E Coronado Rd | Phoenix | AZ | 85004 | No relationship | PC | General operating | $2,500 | |
| Golden Oak Society | ||||||||
| 320 Concert St | Keokuk | IA | 52632 | No relationship | PC | General operating | $2,500 | |
| Hearts and Paws | ||||||||
| 44 Highland Rd | Bethel Park | PA | 15102 | No relationship | PC | General operating | $2,500 | |
| I Believe Foundation | ||||||||
| PO Box 826 | Flatwoods | KY | 41139 | No relationship | PC | General operating | $2,500 | |
| Kidpower Teenpower Fullpower | ||||||||
| PO Box 1212 | Santa Cruz | CA | 95061 | No relationship | PC | Support for Trauma to Thriving workshops | $20,000 | |
| LisbonMtVernon Ambulance Service | ||||||||
| 730 1st Street SE | Mount Vernon | IA | 52314 | No relationship | PC | General operating | $2,500 | |
| Long Live Jo | ||||||||
| 1122 Kenilworth Dr Suite 201 | Towson | MD | 21204 | No relationship | PC | General operating | $2,500 | |
| Luverne Area Chamber of Commerce | ||||||||
| 213 E Luverne St | Luverne | MN | 56156 | No relationship | PC | General operating | $2,500 | |
| Marshalltown Community Theatre | ||||||||
| PO Box 923 | Marshalltown | IA | 50158 | No relationship | PC | General operating | $2,500 | |
| Meals on Wheels New Brunswick NJ | ||||||||
| 94 Church St Ste 302 | New Brunswick | NJ | 08901 | No relationship | PC | General operating | $2,500 | |
| Minnehaha County Emergency Management Rescue | ||||||||
| 608 Sigler Ave | Sioux Falls | SD | 57104 | No relationship | PC | General operating | $2,500 | |
| National Inclusion Project | ||||||||
| PO Box 110104 | RTP | NC | 27709 | No relationship | PC | Support for inclusion recreation specialist course and impact study | $30,000 | |
| Northern Lights Alliance Homeless Shelter | ||||||||
| 202 1st Street NW | Mason City | IA | 50401 | No relationship | PC | General operating | $1,250 | |
| PJ's Rescue | ||||||||
| 2709 Piedmont Avenue | Duluth | MN | 55811 | No relationship | PC | General operating | $2,500 | |
| Prairieton Volunteer Fire Department | ||||||||
| PO Box 68 | Praireton | IN | 47870 | No relationship | PC | General operating | $2,500 | |
| Quilts of Valor Foundation Chapter 73885 | ||||||||
| PO Box 191 | Winterset | IA | 50273 | No relationship | PC | General operating | $2,500 | |
| Rise Above Foundation | ||||||||
| PO Box 174 | Northbridge | MA | 01534 | No relationship | PC | General operating | $15,000 | |
| Silver City IA Volunteer Fire & Rescue | ||||||||
| 414 Main St | Silver City | IA | 51551 | No relationship | PC | General operating | $2,500 | |
| Sleep in Heavenly Peace Chippewa Valley WI chapter | ||||||||
| N1749 950th St | Eau Claire | WI | 54701 | No relationship | PC | General operating | $2,500 | |
| Solidarity Bridge | ||||||||
| 1703 Darrow Avenue Ste 1 | Evanston | IL | 60201 | No relationship | PC | General operating | $2,500 | |
| Special Olympics International | ||||||||
| 1133 19th St NW | Washington | DC | 20036 | No relationship | PC | Support for Rosemary Collaboratory | $25,000 | |
| Special Olympics Wild Bunch Area 9 New Ulm | ||||||||
| PO Box 171 | New Ulm | MN | 56073 | No relationship | PC | General operating | $2,500 | |
| Starlings Inspire | ||||||||
| 5857 Owens Avenue Suite 300 | Carlsbad | CA | 92008 | No relationship | PC | General operating | $2,500 | |
| Tippecanoe County Senior Center | ||||||||
| 2000 Elmwood Avenue | Lafaytte | IN | 47904 | No relationship | PC | General operating | $2,500 | |
| West Central Community Action Headstart | ||||||||
| PO Box 41608 | Des Moines | IA | 50311 | No relationship | PC | General operating | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200,000 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $14,171 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $25,789 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,921 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $95,921 | ExclusionAmt |
| Related Or Exempt Function Incm | $39,960 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $135,881 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | Funds are used to make contributions to one or more charitable entity |
| 4 | Funds are used to make contributions to one or more charitable entity |
| 7 | Funds are used to make contributions to one or more charitable entity |
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 | $9,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $389,034 | EOYBookValueAmt |
| EOYFMV | $424,087 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $364,937 | EOYBookValueAmt |
| EOYFMV | $282,846 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SHORT-TERM FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $23,068 | BookValueAmt |
| EOYFMV | $14,916 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Other Professional services | CategoryTxt |
| Legal Fees | $196 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT REPORTING CASH BASIS OF INVESTMENTS | Desc |
| Amt | $62,610 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Miscellaneous expenses | $1,431 | $0 | $0 | $0 |
| Bank Analysis Fees | $5,664 | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment fees | $2,132 | $2,132 | $0 | $0 |
| Other Professional services | $9,340 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $339 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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