GERONDELIS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GERONDELIS FOUNDATION INC (EIN 04-6130871)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-05
- IRS object ID
- 202522179349100822
- Schema version
- 2024v5.0
- 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 Land Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-05T16:39:48-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823447701 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMAKIS INC CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 CENTRAL AVENUE SUITE 301 | AddressLine1Txt |
| City | LYNN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 019011190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046130871 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERONDELIS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERO | BusinessNameControlTxt |
| Phone | 7815953311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 CENTRAL AVENUE STE 201 | AddressLine1Txt |
| City | LYNN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY C DEMAKIS ESQ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7815953311 | PhoneNum |
| Signature | 2025-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | A DEMAKIS | PreparerPersonNm |
| PTIN | P01417596 | PTIN |
| Phone | 7815926120 | PhoneNum |
| Preparation | 2025-08-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,588,066 | 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 | $460 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $460 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $460 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $45,164 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,164 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $45,164 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $2,258,576 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,258,576 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $2,258,576 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $2,258,576 | NetRentalIncomeOrLossAmt |
| Other Income Rev And Expnss | $112,615 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $111,115 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $112,615 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,416,815 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,415,315 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,416,815 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $82,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $25,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $25,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $128,023 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $128,023 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $32,191 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32,191 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $23,706 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,706 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $290,920 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $208,920 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,089,235 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,871,735 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,380,155 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $208,920 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,871,735 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $36,660 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,206,395 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,416,815 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $880,975 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $922,120 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $922,120 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $62,480 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $88,775 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $88,775 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,007,322 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,117,972 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,577,171 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $3,910,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $3,910,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $3,910,000 | LandBldgInvestmentsEOYAmt |
| Total Assets BOY | $6,860,777 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,038,867 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,588,066 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $28,977 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $27,847 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,022,440 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,165,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,051,417 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,192,847 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,809,360 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,846,020 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,809,360 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,846,020 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,860,777 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,038,867 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,809,360 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $36,660 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,846,020 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,846,020 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,669 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $30,669 | SubtotalAmt |
| Tax Based On Investment Income | $30,669 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $28,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $194 | EsPenaltyAmt |
| Tax Due | $2,863 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GREGORY C DEMAKIS ESQ | IndividualWithBooksNm |
| Phone | 7815953311 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 SEA VIEW AVE | AddressLine1Txt |
| City | NAHANT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS C DEMAKIS ESQ | ||||||||
| 140 IPSWICH ROAD | TOPSFIELD | MA | 01983 | TREASURER | 000.00 | $8,000 | $0 | $0 |
| GREGORY C DEMAKIS ESQ | ||||||||
| 19 SEA VIEW AVE | NAHANT | MA | 01908 | PRESIDENT | 000.00 | $8,000 | $0 | $0 |
| PAUL C DEMAKIS ESQ | ||||||||
| 46 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| THOMAS L DEMAKIS | ||||||||
| 45 BLODGETT AVENUE | SWAMPSCOTT | MA | 01907 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| JOHN N DEMAKIS | ||||||||
| 1 LEO ROAD | MARBLEHEAD | MA | 01945 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| T PHILLIP COMENOS | ||||||||
| 1 DEXTER LANE | MANCHESTER | MA | 01944 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| ARTHUR KOURKOULIS | ||||||||
| 101 LITTLE NAHANT ROAD | NAHANT | MA | 01908 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| JOANNA DEMAKIS | ||||||||
| 18 6TH AVENUE 1507 | BROOKLYN | NY | 11217 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| NICHOLAS T ZERVAS | ||||||||
| 1245 ADAMS STREET | DORCHESTER | MA | 02124 | DIRECTOR | 000.00 | $2,000 | $0 | $0 |
| IRENE C DUROS | ||||||||
| 789 SUMMER STREET | LYNNFIELD | MA | 01940 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| CHRISTOPHER SCANGAS | ||||||||
| 25 SANDPIPER STRAND | CORONADO | CA | 92118 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,728,457 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $996,664 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $32,350,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,075,121 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $36,075,121 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $541,127 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,533,994 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,776,700 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,776,700 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,669 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,669 | TotalTaxAmt |
| Distributable Before Adj | $1,746,031 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,746,031 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,746,031 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,871,735 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,871,735 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,746,031 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $233,884 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $106,985 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $142,225 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $642,955 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,126,049 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,871,735 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,746,031 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $125,704 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,251,753 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $233,884 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,017,869 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $106,985 | ExcessFromYear4Amt |
| Excess From Year3 | $142,225 | ExcessFromYear3Amt |
| Excess From Year2 | $642,955 | ExcessFromYear2Amt |
| Excess From Current Year | $125,704 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GREGORY C DEMAKIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 CENTRAL AVENUE SUITE 201 | AddressLine1Txt |
| City | LYNN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7815953311 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN LETTERS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR FUNDING OF SCHOLARSHIP FOR PEOPLE OF GREEK HERITAGE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AGGANIS FOUNDATION | ||||||||||||
| 85 EXCHANGE STREET | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $5,000 | |||||
| AUBURN UNIVERSITY | ||||||||||||
| 182 S COLLEGE ST | AUBURN | AL | 36849 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| BELOVED ASHEVILLE | ||||||||||||
| 32 OLD CHARLOTTE HWY | ASHEVILLE | NC | 28803 | NONE | PUBLIC | FOR FUNDING | $50,000 | |||||
| BOSTON UNIVERSITY | ||||||||||||
| 881 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PUBLIC | SCHOLARSHIP | $20,000 | |||||
| BOSTON UNIVERSITY TANGLEWOOD INSTIT | ||||||||||||
| 881 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PUBLIC | FOR FUNDING | $10,000 | |||||
| BOYS AND GIRLS CLUB OF LYNN | ||||||||||||
| 25 NORTH COMMON STREET | LYNN | MA | 01902 | NONE | PUBLIC | FOR FUNDING | $17,500 | |||||
| BRIGHAM AND WOMAN'S HOSPITAL | ||||||||||||
| 73 FRANCIS STREET | BOSTON | MA | 02115 | NONE | PUBLIC | FOR FUNDING | $26,235 | |||||
| CARE DIMENSIONS | ||||||||||||
| 75 SYLVAN ST | DANVERS | MA | 01923 | NONE | PUBLIC | FOR FUNDING | $5,000 | |||||
| CENTERBOARD | ||||||||||||
| 16 CITY HALL SQ | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $10,000 | |||||
| CITY OF LYNN | ||||||||||||
| 1 CITY HALL SQUARE | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $25,000 | |||||
| COLUMBIA UNIVERSITY | ||||||||||||
| 535 WEST 114TH ST | NEW YORK | NY | 10027 | NONE | PUBLIC | SCHOLARSHIP | $15,000 | |||||
| CORNELL UNIVERSITY | ||||||||||||
| 616 THURSTON AVE | ITHACA | NY | 14853 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| DORMITION OF THE VIRGIN MARY GREEK | ||||||||||||
| 29 CENTRAL STREET | SOMERVILLE | MA | 02143 | NONE | PUBLIC | FOR FUNDING | $25,000 | |||||
| DREXEL UNIVERSITY | ||||||||||||
| 3141 CHESTNUT ST | PHILEDELPHIA | PA | 19104 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |||||
| DUKE UNIVERSITY | ||||||||||||
| 2127 CAMPUS DRIVE | DURHAM | NC | 27708 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| EMORY UNIVERSITY | ||||||||||||
| 201 DOWMAN DRIVE | ATLANTA | GA | 30322 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | NE 408 | ||||
| GEORGIA INSTITUTE OF TECHNOLOGY | ||||||||||||
| 225 NORTH AVENUE | ATLANTA | GA | 30332 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |||||
| GIRLS INC OF LYNN | ||||||||||||
| 50 HIGH STREET | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $7,500 | |||||
| GREEK 4 KIDS | ||||||||||||
| 1345 CENTRE STREET | NEWTON | MA | 02459 | NONE | PUBLIC | FOR FUNDING | $15,000 | |||||
| GREEK GROUP TUTORING | ||||||||||||
| 82 SIMONDS ROAD | LEXINGTON | MA | 02420 | NONE | PUBLIC | FOR FUNDING | $10,000 | |||||
| GREEK ORTHODOX METROPOLIS OF BOSTON | ||||||||||||
| 162 GODDARD AVE | BROOKLINE | MA | 02445 | NONE | PUBLIC | FOR FUNDING | $105,000 | |||||
| HARRISBURG UNIVERSITY OF SCIENCE AN | ||||||||||||
| 326 MARKET STREET | HARRISBURG | PA | 17101 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| HARVARD BUSINESS SCHOOL | ||||||||||||
| 1 HARVARD YARD | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | FOR FUNDING | $15,000 | |||||
| HARVARD COLLEGE FUND | ||||||||||||
| 48 QUINCY STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | FOR FUNDING | $5,000 | |||||
| HAVEN PROJECT | ||||||||||||
| 57 MUNROE ST | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $10,000 | |||||
| HELLENIC WOMAN'S BENEVOLENT ASSOCIA | ||||||||||||
| 601 SHERMAN STREET | CANTON | MA | 02021 | NONE | PUBLIC | FOR FUNDING | $37,500 | |||||
| HIGH SCHOOL SCHOLARSHIPS | ||||||||||||
| 56 CENTRAL AVE | LYNN | MA | 01901 | NONE | PRIVATE | SCHOLARSHIP | $95,000 | |||||
| HOLY MONASTERY KALYVIANI | ||||||||||||
| NONE | PUBLIC | FOR FUNDING | $43,000 | HERAKLION | HERAKLION | CRETE | GR | |||||
| JOSLIN DIABETES CENTER | ||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PUBLIC | FOR FUNDING | $10,000 | |||||
| LA VIDA SCHOLARS | ||||||||||||
| 120 MUNROE STREET | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $15,000 | |||||
| LEAP FOR EDUCATION | ||||||||||||
| 35 CONGRESS ST | SALEM | MA | 01970 | NONE | PUBLIC | FOR FUNDING | $25,000 | SUITE 102 | ||||
| LEAP FOR EDUCATION | ||||||||||||
| 35 CONGRESS ST | SALEM | MA | 01970 | NONE | PUBLIC | FOR FUNDING | $15,000 | SUITE 102 | ||||
| LOUSIANA STATE UNIVERSITY | ||||||||||||
| 102 L F U HIGHLAND ROAD | BATON ROUGE | LA | 70803 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| MARTHA'S BARN INC | ||||||||||||
| 5 LAMELL AVE | ESSEX JUNCTION | VT | 05452 | NONE | PUBLIC | FOR FUNDING | $50,000 | |||||
| MASSACHUSETTS INSTITUTE OF TECHNOLO | ||||||||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC | SCHOLARSHIP | $15,000 | |||||
| NEMOURS CHILDREN'S HEALTH | ||||||||||||
| 1270 N WICKHAM ROAD | MELBOURNE | FL | 32935 | NONE | PUBLIC | FOR FUNDING | $100,000 | |||||
| NEW YORK UNIVERSITY | ||||||||||||
| 70 WASHINGTON SQUARE | NEW YORK | NY | 10012 | NONE | PUBLIC | SCHOLARSHIP | $15,000 | SOUTH | ||||
| NORTH SHORE COMMUNITY DEVELOPMENT | ||||||||||||
| 51 FRANKLIN STREET | SALEM | MA | 01970 | NONE | PUBLIC | FOR FUNDING | $75,000 | |||||
| NORTHWESTERN UNIVERSITY | ||||||||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | NONE | PUBLIC | FOR FUNDING | $5,000 | |||||
| PURDUE UNIVERSITY | ||||||||||||
| 610 PURDUE MALL WEST | LAFAYETTE | IN | 47907 | NONE | PUBLIC | FOR FUNDING | $10,000 | |||||
| RAW ART WORKS | ||||||||||||
| 37 CENTRAL SQ | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $10,000 | |||||
| RICE UNIVERSITY | ||||||||||||
| 6100 MAIN STREET | HOUSTON | TX | 77005 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| SAINT VASILIOS GREEK ORTHODOX CHURC | ||||||||||||
| 5 PALEOLOGOS STREET | PEABODY | MA | 01960 | NONE | PUBLIC | FOR FUNDING | $250,000 | |||||
| ST GEORGE GREEK ORTHODOX CHURCH | ||||||||||||
| 54 SOUTH COMMON STREET | LYNN | MA | 01902 | NONE | PUBLIC | FOR FUNDING | $150,000 | |||||
| ST GEORGE GREEK ORTHODOX CHURCH | ||||||||||||
| 54 SOUTH COMMON STREET | LYNN | MA | 01902 | NONE | PUBLIC | FOR FUNDING | $205,000 | |||||
| SUFFOLK UNIVERSITY | ||||||||||||
| 73 TREMONT STREET | BOSTON | MA | 02108 | NONE | PUBLIC | FOR FUNDING | $25,000 | |||||
| TEXAS A&M | ||||||||||||
| 750 AGRONOMY ROAD | COLLEGE STATION | TX | 77840 | NONE | PUBLIC | SCHOLARSHIP | $20,000 | |||||
| THE CATHOLIC SCHOOLS FOUNDATION INC | ||||||||||||
| 67 BATTERYMARCH STREET | BOSTON | MA | 02110 | NONE | PUBLIC | FOR FUNDING | $20,000 | 6TH FLOOR | ||||
| THE TRUSTEES OF ANATOLIA COLLEGE | ||||||||||||
| 18 TREMONT STREET | BOSTON | MA | 02108 | NONE | PUBLIC | FOR FUNDING | $50,000 | SUITE 704 | ||||
| TUFTS UNIVERSITY | ||||||||||||
| 2 THE GREEN | MEDFORD | MA | 02155 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| TUSKEGEE AIRMAN INC | ||||||||||||
| PO BOX 830060 | TUSKEGEE | AL | 36083 | NONE | PUBLIC | FOR FUNDING | $25,000 | |||||
| UNITED SERVICES ORGANIZATION | ||||||||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | PUBLIC | FOR FUNDING | $50,000 | |||||
| UNITED SERVICES ORGANIZATION | ||||||||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | PUBLIC | FOR FUNDING | $50,000 | |||||
| UNIVERSITY OF CALIFORNIA IRVINE | ||||||||||||
| 102 ALDRICH HALL | IRVINE | CA | 92697 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF CALIFORNIA SANTA CRU | ||||||||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF CHICAGO LAW SCHOOL | ||||||||||||
| 111 E 60TH ST | CHICAGO | IL | 60637 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF CINCINNATI | ||||||||||||
| 2600 CLIFTON AVE | CINCINNATI | OH | 45220 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF FLORIDA | ||||||||||||
| 201 CRISER HALL | GAINESVILLE | FL | 32611 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |||||
| UNIVERSITY OF ILLINOIS URBANA CHAM | ||||||||||||
| 528 EAST GREEN ST | CHAMPAIGN | IL | 61820 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF MARYLAND | ||||||||||||
| COLLEGE PARK | MARYLAND | MD | 20742 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78705 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF UTAH | ||||||||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF WISCONSIN-MADISON | ||||||||||||
| 500 LINCOLN DR | MADISON | WI | 53706 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |||||
| YALE UNIVERSITY | ||||||||||||
| 149 ELM STREET | NEW HAVEN | CT | 06511 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,871,735 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTERBOARD | |||||||
| 16 CITY HALL SQ | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $40,000 |
| GREEK ORTHODOX METROPOLIS OF BOSTON | |||||||
| 162 GODDARD AVE | BROOKLINE | MA | 02445 | NONE | PUBLIC | FOR FUNDING | $400,000 |
| LA VIDA SCHOLARS | |||||||
| 120 MUNROE STREET | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $15,000 |
| NORTH SHORE COMMUNITY DEVELOPMENT | |||||||
| 51 FRANKLIN STREET | SALEM | MA | 01970 | NONE | PUBLIC | FOR FUNDING | $25,000 |
| SAINT VASILIOS GREEK ORTHODOX CHURC | |||||||
| 5 PALEOLOGOS STREET | PEABODY | MA | 01960 | NONE | PUBLIC | FOR FUNDING | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $730,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $460 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,164 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,258,576 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| REALIZED CAPITAL GAIN ON IN | $111,115 |
| MISC INCOME | $1,500 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $45,624 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,371,191 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,416,815 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $25,000 | Amt |
| Net Investment Income | $25,000 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORP BONDS | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OTHER INVESTMENT | $147,355 | $129,266 |
| HEDGE FUNDS | $602,413 | $632,900 |
| COMMON STOCK | $1,368,204 | $1,815,005 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND | CategoryOrItemTxt |
| Cost Or Other Basis | $3,910,000 | CostOrOtherBasisAmt |
| Book Value | $3,910,000 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $116 | $116 |
| INVESTMENT FEES | $19,337 | $19,337 |
| MISCELLANEOUS EXPENSE | $120 | $120 |
| OFFICE EXPENSE | $600 | $600 |
| SCHOLARSHIP ADVERTISING | $2,433 | $2,433 |
| APPRAISAL FEES | $1,100 | $1,100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| REALIZED CAPITAL GAIN ON INV | $111,115 | $111,115 | $111,115 |
| MISC INCOME | $1,500 | $1,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMIN. FEES | CategoryTxt |
| Amt | $128,023 | Amt |
| Net Investment Income | $128,023 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER TAXES | CategoryTxt |
| Amt | $32,191 | Amt |
| Net Investment Income | $32,191 | NetInvestmentIncomeAmt |
Comments