ONCE HERE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ONCE HERE FOUNDATION (EIN 81-7001052)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-08
IRS object ID
202133129349100408
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-08T09:55:13-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042620388PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COLES & BODOIN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line175 SECOND AVENUEAddressLine1Txt
CityNEEDHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02494ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN817001052EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ONCE HERE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlONCEBusinessNameControlTxt
Phone7814551400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line117 HIGHLAND STREETAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKARL BANDTELPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7814551400PhoneNum
Signature2021-11-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKARLPersonFirstNm
Person LastBANDTELPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCATHY DANAPreparerPersonNm
PTINP00580804PTIN
Phone7814551400PhoneNum
Preparation2021-11-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$36,172,345FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,016,818ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$663,120DividendsRevAndExpnssAmt
Dividends Net Invst Incm$620,530DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$868,756NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,098,548GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$868,756CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,548,698TotalRevAndExpnssAmt
Total Net Invst Incm$1,489,290TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$10,512LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$10,512LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$43,774TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$500TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$19,681OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$19,666OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$80,467TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,666TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,512TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,525,017ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,525,017ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,605,484TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,666TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,542,529TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,943,214ExcessRevenueOverExpensesAmt
Net Investment Income$1,469,624NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,186,720SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,184,524SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,184,524SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$4,466,991USGovernmentObligationsBOYAmt
US Government Obligations EOY$986,167USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,032,800USGovtObligationsEOYFMVAmt
Corporate Stock BOY$270,840CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Corporate Bonds BOY$568,117CorporateBondsBOYAmt
Corporate Bonds EOY$2,268,553CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,535,264CorporateBondsEOYFMVAmt
Other Investments BOY$16,687,427OtherInvestmentsBOYAmt
Other Investments EOY$17,929,136OtherInvestmentsEOYAmt
Other Investments EOYFMV$22,419,757OtherInvestmentsEOYFMVAmt
Total Assets BOY$26,180,095TotalAssetsBOYAmt
Total Assets EOY$31,368,380TotalAssetsEOYAmt
Total Assets EOYFMV$36,172,345TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$26,180,095RetainedEarningBOYAmt
Retained Earning EOY$31,368,380RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$26,180,095TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$31,368,380TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$26,180,095TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$31,368,380TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$26,180,095TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,943,214ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$32,123,309SubtotalAmt
Other Decreases$754,929OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$31,368,380TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
40,000 SHS ANTERO MIDSTREAM CORPP2020-02-27$166,972$403,004-$236,032-$236,032
10,000 SHS MACERICH CO COMP2020-03-25$79,955$277,805-$197,850-$197,850
10,000 SHS CHENIERE ENERGY PARTNERS LPP2020-03-26$238,774$299,260-$60,486-$60,486
57,300 SHS VIPER ENERGY PARTNERS LPP$717,208$539,700$177,508$177,508
4,000 SHS CITIGROUP INCD2020-04-24$169,296$175,920-$6,624-$6,6242016-07-29
20,000 SHS ISHARES TRUST 1-3 YEAR TREASURY BONDP2020-03-09$1,729,362$1,664,204$65,158$65,158
2,000,000 SHS U S TREAS SEC STRIPPED INTD2020-03-09$1,876,720$1,533,554$343,166$343,1662018-10-23
2,000,000 SHS UNITED STATES TREAS NTS NOTEP2020-03-30$2,123,300$1,844,739$278,561$278,5612018-12-14
5,000,000 SHS U S TREAS SEC STRIPPEDD2020-11-23$4,968,550$4,491,606$476,944$476,9442009-02-12
CAPITAL GAINS DIVIDENDSP$28,411$28,411$28,411
FieldValueIRS element (for citing)
Capital Gain Net Income$868,756CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$20,428InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$20,428SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$20,428TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$23,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$13,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$36,600TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$16,172OverpaymentAmt
Applied To ES Tax$16,172AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKARL BANDTELIndividualWithBooksNm
Phone7814551400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line117 HIGHLAND STREETAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KARL BANDTEL
17 HIGHLAND STREETCAMBRIDGEMA02138TRUSTEE1.00$0$0$0
FARLEY URMSTON
17 HIGHLAND STREETCAMBRIDGEMA02138TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$24,548,765AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,374,643AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$30,923,408TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$30,923,408AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$463,851CashDeemedCharitableAmt
Net Vl Noncharitable Assets$30,459,557NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,522,978MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,522,978MinimumInvestmentReturnAmt
Tax Based On Investment Income$20,428TaxBasedOnInvestmentIncomeAmt
Total Tax$20,428TotalTaxAmt
Distributable Before Adj$1,502,550DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,502,550DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,502,550DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,542,529ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,542,529QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,542,529AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,502,550DistributableAsAdjustedAmt
Undistributed Income PY$12,813UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,542,529QualifyingDistributionsAmt
Applied To Year1$12,813AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,502,550AppliedToCurrentYearAmt
Remaining Distri From Corpus$27,166RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$27,166TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$27,166ExcessDistriCyovToNextYrAmt
Excess From Current Year$27,166ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKARL BANDTELContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CHARLES HAMILTON HOUSTON INSTITUTE FOR RACE AND JUSTICE
1545 MASSACHUSETTS AVECAMBRIDGEMA02138NONEPUBLIC CHARITYCHARITABLE$50,000
BOSTON MEDITATION CENTER
77 PROSPECT STREETNEWBURYPORTMA01950NONEPUBLIC CHARITYCHARITABLE$50,000
MCLEAN HOSPITAL
115 MILL STREETBELMONTMA02478NONEPUBLIC CHARITYCHARITABLE$100,000
UNITED SOUTH END SETTLEMENTS
48 RUTLAND STREETBOSTONMA02118NONEPUBLIC CHARITYCHARITABLE$100,000
CALLING ALL CROWS
1330 BEACON STREETBROOKLINEMA02446NONEPUBLIC CHARITYCHARITABLE$50,000
CAMBRIDGE HOUSE FOR INNER PEACE
362 BROADWAYCAMBRIDGEMA02139NONEPUBLIC CHARITYCHARITABLE- HELP PAY LEGAL FEES FOR FORMATION$50,000
CAMP JABBERWOCKY
200 GREENWOOD AVEVINEYARD HAVENMA02568NONEPUBLIC CHARITYCHARITABLE$75,000
CONCORD PRISON OUTREACH
23 BRADFORD STREETCONCORDMA01742NONEPUBLIC CHARITYCHARITABLE$50,000
CURIOUS LEARNING
34A WALKER STREETCAMBRIDGEMA02138NONEPUBLIC CHARITYCHARITABLE$75,000
FRIENDS OF MATENWA
PO BOX 494LINCOLNMA01773NONEPUBLIC CHARITYCHARITABLE$100,000
HARVARD DIVINITY SCHOOL
45 FRANCIS AVECAMBRIDGEMA02138NONEPUBLIC CHARITYCHARITABLE$225,000
LOUIS D BROWN PEACE INSTITUTE
15 CHRISTOPHER STREETDORCHESTERMA02122NONEPUBLIC CHARITYCHARITABLE$50,000
LOVELANE
40 BAKER BRIDGE ROADLINCOLNMA01773NONEPUBLIC CHARITYCHARITABLE$50,000
MASS GENERAL HOSPITAL
275 CAMBRIDGE STREETBOSTONMA02114NONEPUBLIC CHARITYCHARITABLE$300,000
MOTHERS FOR JUSTICE AND EQUALITY
2201 WASHINGTON STREETBOSTONMA02119NONEPUBLIC CHARITYCHARITABLE$100,000
SHOOTING TOUCH
65 SPRAGUE STREET EAST BUILDING 2NDBOSTONMA02136NONEPUBLIC CHARITYCHARITABLE$100,000FLOOR
DONATION FROM K-1 CHENIERE ENERGY PARTNERS LP
700 MILAM STREET SUITE 1900HOUSTONTX77002NONEPUBLIC CHARITYCHARITABLE$17
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,525,017TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$620,530ExclusionAmt
Related Or Exempt Function Incm$42,590RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$868,756ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,489,290ExclusionAmt
Related Or Exempt Function Incm$42,590RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,531,880TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementNONDIVIDEND DISTRIBUTION- RETURN OF CAPITALRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
KARL BANDTEL
117 HIGHLAND STCAMBRIDGEMA02138$5,968Yes (X)
KARL BANDTEL
217 HIGHLAND STCAMBRIDGEMA02138$5,960,973Yes (X)
KARL BANDTEL
317 HIGHLAND STCAMBRIDGEMA02138$49,877Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
16,000 SHARES U S TREASURY SEC STRIPPED INT$5,9682020-08-03
25,994,000 SHARES U S TREASURY SEC STRIPPED INT$5,960,9732020-08-05

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$6,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,500DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CANADIAN NAT RES LTD$346,974$394,815
RANGE RES CORPORATE NOTE 3/15/23$180,783$203,775
CROWN AMERS LLC NOTE$38,511$46,290
PIONEER NAT RES CO NOTE$481,925$518,630
RANGE RES CORP NOTE 8/15/22$81,224$99,420
ANTERO RESOURCES CORP SER B NOTE$12,009$24,500
MARRIOTT INTL INC NEW SER CC NOTE$455,345$533,040
CHENIERE ENERGY PARTNERS LP SER B$517,140$520,000
BOEING CO NOTE$154,642$194,794

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$986,167USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,032,800USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIDELITY TOTAL MARKET INDEX INSTITUTIONAL CLASSAT COST$5,542,430$8,915,283
FIDELITY U.S. BOND INDEX INSTITUTIONALAT COST$3,169,884$3,405,893
VANGUARD SCOTTSDALE FDS SHORT TERM TREASURYAT COST$2,385,443$2,464,000
ANTERO MIDSTREAM PARTNERSAT COST$395,360$438,750
ALTA MESSA HOLDINGS LPAT COST$41,955$41,955
VULCAN MATLS CO NOTEAT COST$172,274$247,756
US TREASURY SEC STRIPPED INT PMTAT COST$3,992,000$3,979,920
VIPER ENERGY PARTNERS LPAT COST$847,700$1,162,000
VANGUARD SPECIALIZED FUNDSAT COST$1,119,199$1,411,700
CHENIERE ENERGY PARTNERS LPAT COST$262,891$352,500

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$10,512LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,512DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTDesc
Amt$754,929Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$69$69$0
CHENIERE ENERGY PARTNERS, LP$19,597$19,597$0
MISC EXPENSE PER CHENIERE K-1$15$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE$43,274$0$0
FILING FEES$500$0$500

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