THE 1434 FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE 1434 FOUNDATION INC (EIN 47-2480352)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349102738
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T10:33:58-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043296226 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DICICCO GULMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 PRESIDENTIAL WAY SUITE 510 | AddressLine1Txt |
| City | WOBURN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472480352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE 1434 FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 1434 | BusinessNameControlTxt |
| Phone | 6175893865 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 COMMONWEALTH AVENUE SUITE L10 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS S FITZPATRICK | PersonNm |
| Person Title | CLERK | PersonTitleTxt |
| Phone | 6175893865 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | FITZPATRICK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHELLE MAGUIRE | PreparerPersonNm |
| PTIN | P00370057 | PTIN |
| Phone | 7819375300 | PhoneNum |
| Preparation | 2021-11-12 | 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 | $84,289,747 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,161,983 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,044,030 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,044,030 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,189,074 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,957,791 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,911,206 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $145,737 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $145,737 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,540,824 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,100,973 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $139,051 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $139,051 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,301 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,301 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,623 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,364 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,259 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $259,516 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $248,013 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,503 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $78,179 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,102 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $21,624 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $31,104 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $31,104 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,659 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,659 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $11,926 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $11,926 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $128,581 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $99,653 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,612 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $680,940 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $392,132 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $255,039 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,449,648 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,449,648 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,130,588 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $392,132 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,704,687 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$589,764 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,708,841 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,223,340 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,921,527 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,921,527 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,759,087 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,213,941 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,297,836 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $40,958,445 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,551,444 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $53,717,820 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,402,716 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,679,174 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,060,343 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,687,102 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,116,779 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,292,221 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,070 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,070 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $68,030,690 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,482,865 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $84,289,747 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,338 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $44,277 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,338 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,277 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $68,028,352 | RetainedEarningBOYAmt |
| Retained Earning EOY | $67,438,588 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $68,028,352 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $67,438,588 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $68,030,690 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $67,482,865 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $68,028,352 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$589,764 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $67,438,588 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $67,438,588 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| FROM K-1: DAVIS INVESTMENT VENTURES FUND IV-B LP | P | 2020-12-31 | $650 | $650 | $650 | |
| FROM K-1: DAVIS INVESTMENT VENTURES FUND III-A LP | P | 2020-12-31 | $1,428 | $1,428 | $1,428 | |
| FROM K-1: DAVIS INVESTMENT VENTURES FUND III-A LP | P | 2020-12-31 | $6,673 | $6,673 | $6,673 | |
| FROM K-1: DAVIS INVESTMENT VENTURES FUND III-A LP | P | 2020-12-31 | $15,200 | $15,200 | $15,200 | |
| FROM K-1: IVY REALTY FUND IV, LP | P | 2020-12-31 | $9,531 | $9,531 | $9,531 | |
| FROM K-1: TRUEBRIDGE CAPITAL PARTNERS FUND IV (CAYMAN) | P | 2020-12-31 | $142 | $142 | $142 | |
| FROM K-1: TRUEBRIDGE CAPITAL PARTNERS FUND IV (CAYMAN) | P | 2020-12-31 | -$9 | -$9 | $9 | |
| FROM K-1: TRUEBRIDGE-KAUFFMAN | P | 2020-12-31 | $826 | $826 | $826 | |
| FROM K-1: TRUEBRIDGE-KAUFFMAN | P | 2020-12-31 | $59,817 | $59,817 | $59,817 | |
| FIDELITY - 3897 | P | 2020-12-31 | $4,107,634 | -$44,071 | -$44,071 | $4,151,705 |
| FIDELITY - 3897 | P | 2020-12-31 | $2,602,494 | $42,493 | $42,493 | $2,560,001 |
| FIDELITY - 7656 | P | 2020-12-31 | $6,611,299 | -$947,973 | -$947,973 | $7,559,272 |
| FIDELITY - 7656 | P | 2020-12-31 | $18,372,524 | $2,596,957 | $2,596,957 | $15,775,567 |
| NET CAPITAL GAIN CATALYST EPF II (SCOTS) LP | P | 2020-12-31 | $17,061 | $17,061 | $17,061 | |
| FROM K-1: RCP FUND X LP | P | 2020-12-31 | $65 | $65 | $65 | |
| FROM K-1: RCP FUND X LP | P | 2020-12-31 | $20,749 | $20,749 | $20,749 | |
| FROM K-1: RCP FUND X LP | P | 2020-12-31 | $6,397 | $6,397 | $6,397 | |
| FROM K-1: CORE PRIVATE EQUITY FUND LP | P | 2020-12-31 | $700 | $700 | $700 | |
| FROM K-1: CORE PRIVATE EQUITY FUND LP | P | 2020-12-31 | -$31 | -$31 | $31 | |
| FROM K-1: CORE PRIVATE EQUITY FUND LP | P | 2020-12-31 | $2 | $2 | $2 | |
| CAPITAL GAINS DIVIDENDS | P | $124,599 | $124,599 | $124,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,911,206 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37,653 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $37,653 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $37,653 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,905 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $27,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $59,405 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,752 | OverpaymentAmt |
| Applied To ES Tax | $21,752 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | 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 | THOMAS S FITZPATRICK | IndividualWithBooksNm |
| Phone | 6175893865 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 COMMONWEALTH AVENUE SUITE L10 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FOTENE J DEMOULAS | ||||||||
| 160 COMMONWEALTH AVENEUE SUITE L10 | BOSTON | MA | 02116 | PRESIDENT / DIRECTOR | 45.00 | $0 | $0 | $0 |
| THOMAS S FITZPATRICK | ||||||||
| 109 BEACON STREET UNIT 1 | BOSTON | MA | 02116 | CLERK / DIRECTOR | 2.50 | $0 | $0 | $0 |
| THOMAS P COTE | ||||||||
| 160 COMMONWEALTH AVENEUE SUITE L10 | BOSTON | MA | 02116 | TREASURER / DIRECTOR | 10.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIANNA LAWLESS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 MYRTLE ST 9 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | GRANTS & ADMINISTRAT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $116,333 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALLENTINE PARTNERS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 3RD AVE FL 6 | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | WEALTH MANAGEMENT | ServiceTypeTxt |
| Compensation | $226,164 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $72,468,597 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,510,151 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $74,978,748 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $74,978,748 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,124,681 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $73,854,067 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,692,703 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,692,703 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,653 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37,653 | TotalTaxAmt |
| Distributable Before Adj | $3,655,050 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,655,050 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,655,050 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,704,687 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,704,687 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,704,687 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,655,050 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,675,187 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,704,687 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,675,187 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,625,550 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FOTENE J DEMOULAS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (86 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ARTISTS FOR HUMANITY | |||||||
| 100 W 2ND STREET | BOSTON | MA | 02127 | NONE | CHARITABLE | $50,000 | |
| BARD COLLEGE | |||||||
| 30 CMAPUS ROAD | ANNANDALEONHUDSON | NY | 12504 | NONE | CHARITABLE | $50,000 | |
| BE LIKE BRIT FOUNDATION | |||||||
| 66 PULLMAN STREET | WORCESTER | MA | 01606 | NONE | CHARITABLE | $50,000 | |
| BOYS & GIRLS CLUB OF BOSTON | |||||||
| 200 HIGH STREET 3RD FLOOR | BOSTON | MA | 02110 | NONE | CHARITABLE | $50,000 | |
| BRIDGE OVER TROUBLED WATERS INC | |||||||
| 47 WEST STREET | BOSTON | MA | 02111 | NONE | CHARITABLE | $5,000 | |
| BROOKS SCHOOL | |||||||
| 1160 GREAT POND ROAD | NORTH ANDOVER | MA | 01845 | NONE | CHARITABLE | $50,000 | |
| BUDGET BUDDIES INC | |||||||
| 114 TURNPIKE ROAD 2D | CHELMSFORD | MA | 01824 | NONE | CHARITABLE | $50,000 | |
| BUILD GREATER BOSTON | |||||||
| 745 ATLANTIC AVENUE 8TH FLOOR | BOSTON | MA | 02111 | NONE | CHARITABLE | $25,000 | |
| CAMP HARBOR VIEW FOUNDATION | |||||||
| 1946 WASHINGTON STREET | BOSTON | MA | 02118 | NONE | CHARITABLE | $125,000 | |
| CATIE'S CLOSET | |||||||
| 19 SCHOOL STREET | DRACUT | MA | 01826 | NONE | CHARITABLE | $100,000 | |
| CITYSPROUTS INC | |||||||
| 678 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE | CHARITABLE | $25,000 | |
| COMMONWEALTH KITCHEN | |||||||
| 196 QUINCY STREET | DORCHESTER | MA | 02121 | NONE | CHARITABLE | $105,000 | |
| COMMUNITY SERVING INC | |||||||
| 18 MARBURY TERRACE | JAMAICA PLAIN | MA | 02130 | NONE | CHARITABLE | $5,000 | |
| CROSSROAD FOR KIDS INC | |||||||
| 119 MYRTLE STREET | DUXBURY | MA | 02332 | NONE | CHARITABLE | $60,000 | |
| DRACUT SCHOLARSHIP FOUNDATION | |||||||
| PO BOX 117 | DRACUT | MA | 01826 | NONE | CHARITABLE | $40,000 | |
| EAGLE HILL FOUNDATION OF MASSACHUSETTS | |||||||
| 242 OLD PETERSHAM ROAD | HARWICH | MA | 01037 | NONE | CHARITABLE | $50,000 | |
| EDESIA | |||||||
| 550 ROMANDO VINEYARD WAY | NORTH KINGSTOWN | RI | 02852 | NONE | CHARITABLE | $30,000 | |
| ESPERANZA ACADEMY | |||||||
| 198 GARDEN STREET | LAWRENCE | MA | 01840 | NONE | CHARITABLE | $100,000 | |
| ESPLANADE ASSOCIATION INC | |||||||
| 376 BOYLSTON STREET 503 | BOSTON | MA | 02116 | NONE | CHARITABLE | $25,000 | |
| FAMILY SERVICES OF THE MERRIMACK VALLEY | |||||||
| 430 N CANAL STREET | LAWRENCE | MA | 01840 | NONE | CHARITABLE | $50,000 | |
| FRIENDS OF THE CHILDREN-BOSTON | |||||||
| 555 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | CHARITABLE | $50,000 | |
| GENERATIONS INCORPORATED | |||||||
| 25 KINGSTON STREET | BOSTON | MA | 02111 | NONE | CHARITABLE | $25,000 | |
| GREEK 4 KIDS INC | |||||||
| 1345 CENTRE STREET | NEWTON | MA | 02459 | NONE | CHARITABLE | $5,000 | |
| HORIZONS FOR HOMELESS CHILDREN INC | |||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NONE | CHARITABLE | $100,000 | |
| IRISH CULTURAL CENTER INC | |||||||
| 429 MORGAN RD | W SPRINGFIELD | MA | 01089 | NONE | CHARITABLE | $5,000 | |
| JEFF'S PLACE | |||||||
| 34 DELOSS STREET | FRAMINGHAM | MA | 01702 | NONE | CHARITABLE | $25,000 | |
| JUMPSTART FOR YOUNG CHILDREN INC | |||||||
| 308 CONGRESS STREET | BOSTON | MA | 02210 | NONE | CHARITABLE | $50,000 | |
| JUNIOR ACHIEVEMENT | |||||||
| 40 FIFTH AVENUE SUITE 300 | WALTHAM | MA | 02451 | NONE | CHARITABLE | $25,000 | |
| LAST HOPE K9 RESCUE | |||||||
| 71 COMMERCIAL ST 184 | BOSTON | MA | 02109 | NONE | CHARITABLE | $5,000 | |
| LET'S GET READY INC | |||||||
| 50 BROADWAY 25TH FLOOR | NEW YORK | NY | 10004 | NONE | CHARITABLE | $25,000 | |
| LOVIN' SPOONFULS | |||||||
| 367 WESTERN AVE | BRIGHTON | MA | 02135 | NONE | CHARITABLE | $100,000 | |
| LOWELL TRANSITIONAL LIVING CENTER INC | |||||||
| 189 MIDDLESEX STREET | LOWELL | MA | 01852 | NONE | CHARITABLE | $5,000 | |
| MACDOWELL COLONY INC | |||||||
| 100 HIGH STREET | PETERSBOROUGH | NH | 03458 | NONE | CHARITABLE | $15,000 | |
| MASS MENTORING PARTNERSHIP INC | |||||||
| 75 KNEELAND STREET | BOSTON | MA | 02111 | NONE | CHARITABLE | $25,000 | |
| MASSACHUSETTS COLLEGE OF ART AND DESIGN | |||||||
| 621 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | CHARITABLE | $30,000 | |
| MASSACHUSETTS FARM TO SCHOOL | |||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | NONE | CHARITABLE | $25,000 | |
| MASSACHUSETTS WONDERFUND INC | |||||||
| 600 WASHINGTON STREET 6TH FLOOR | BOSTON | MA | 02111 | NONE | CHARITABLE | $5,000 | |
| MENTOR THE NATIONAL MENTORING PARTNERSHIP | |||||||
| 201 SOUTH STREET | BOSTON | MA | 02111 | NONE | CHARITABLE | $50,000 | |
| MICHAEL P QUINN SCHOLARSHIP FUND INC | |||||||
| PO BOX 290216 | CHARLESTOWN | MA | 02129 | NONE | CHARITABLE | $5,000 | |
| MILL CITY GROWS INC | |||||||
| 122 WESTERN AVE | LOWELL | MA | 01851 | NONE | CHARITABLE | $95,000 | |
| NEIGHBORHOOD VILLAGES INC | |||||||
| 64 SIGOURNEY ST | JAMAICA PLAIN | MA | 02130 | NONE | CHARITABLE | $50,000 | |
| NEW ENGLAND GRASSROOTS ENVIRONMENTAL FUND | |||||||
| PO BOX 611 | NEWMARKET | NH | 03857 | NONE | CHARITABLE | $25,000 | |
| NORTH BENNET STREET SCHOOL | |||||||
| 150 NORTH STREET | BOSTON | MA | 02109 | NONE | CHARITABLE | $50,000 | |
| NOTRE DAME ACADEMY HINGHAM | |||||||
| 1073 MAIN STREET | HINGHAM | MA | 02043 | NONE | CHARITABLE | $5,000 | |
| NOW AND THERE INC | |||||||
| PO BOX 52557 | BOSTON | MA | 02205 | NONE | CHARITABLE | $50,000 | |
| ONE FAMILY INC | |||||||
| 800 SOUTH STREET 610 | WALTHAM | MA | 02453 | NONE | CHARITABLE | $170,000 | |
| PARTNERS FOR YOUTH WITH DISABILITIES | |||||||
| 95 BERKELEY STREET | BOSTON | MA | 02116 | NONE | CHARITABLE | $25,000 | |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 N BEACON STREET | WATERTOWN | MA | 02472 | NONE | CHARITABLE | $5,000 | |
| PINE STREET INN | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | CHARITABLE | $75,000 | |
| PROJECT BREAD-THE WALK FOR HUNGER INC | |||||||
| 145 BORDER STREET | BOSTON | MA | 02128 | NONE | CHARITABLE | $50,000 | |
| RAW ART WORKS INC | |||||||
| 37 CENTRAL SQUARE 2 | LYNN | MA | 01901 | NONE | CHARITABLE | $50,000 | |
| RON BURTON TRAINING VILLAGE INC | |||||||
| 55 MORGAN ROAD | HUBBARDSTON | MA | 01452 | NONE | CHARITABLE | $47,000 | |
| ROSIE'S PLACE INC | |||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | CHARITABLE | $5,000 | |
| SALISBURY SCHOOL INC | |||||||
| 251 CANAAN ROAD | SALISBURY | CT | 06068 | NONE | CHARITABLE | $50,000 | |
| SCHOOL THE WORLD INC | |||||||
| 376 BOYLSTON STREET 203 | BOSTON | MA | 02116 | NONE | CHARITABLE | $50,000 | |
| SCIENCE CLUB FOR GIRLS | |||||||
| 136 MAGAZINE STREET | CAMBRIDGE | MA | 02139 | NONE | CHARITABLE | $25,000 | |
| SILVER LINING MENTORING | |||||||
| 7327 ATLANTIC AVENUE | BOSTON | MA | 02111 | NONE | CHARITABLE | $50,000 | |
| SKOWHEGAN SCHOOL OF PAINTING & SCULPTURE | |||||||
| 1 ART SCHOOL ROAD | SKOWHEGAN | ME | 04950 | NONE | CHARITABLE | $15,000 | |
| SOCIAL INNOVATION FORUM INC | |||||||
| 1 CONGRESS STREET SUITE 113 | BOSTON | MA | 02114 | NONE | CHARITABLE | $50,000 | |
| SQUASHBUSTERS INC | |||||||
| 795 COLUMBUS AVE | ROXBURY CROSSING | MA | 02120 | NONE | CHARITABLE | $25,000 | |
| SWIM ACROSS AMERICA INC | |||||||
| 11600 N COMMUNITY HOUSE ROAD SUITE | CHARLOTTE | NC | 28277 | NONE | CHARITABLE | $5,000 | 100 |
| THE BOSTON POLICE FOUNDATION INC | |||||||
| 8 FANUEIL HALL MARKETPLACE 3RD | BOSTON | MA | 02109 | NONE | CHARITABLE | $55,000 | FLOOR |
| THE BOSTON PUBLIC LIBRARY FOUNDATION | |||||||
| 700 BOYLSTON STREET | BOSTON | MA | 02116 | NONE | CHARITABLE | $25,000 | |
| THE CHILL FOUNDATION | |||||||
| 80 INDUSTRIAL PARKWAY | BURLINGTON | VT | 05401 | NONE | CHARITABLE | $30,000 | |
| THE FEMINIST INSTITUTE | |||||||
| 1220 PARK AVE SR7 | NEW YORK | MA | 10128 | NONE | CHARITABLE | $50,000 | |
| THE FOOD PROJECT INC | |||||||
| 40 SHIRLEY STREET | BOSTON | MA | 02119 | NONE | CHARITABLE | $50,000 | |
| THE LIFE IS GOOD KIDS FOUNDATION | |||||||
| 51 MELCHER STREET 9TH FLOOR | BOSTON | MA | 02210 | NONE | CHARITABLE | $50,000 | |
| THE SATO PROJECT | |||||||
| 77 FRONT STREET | BROOKLYN | NY | 11201 | NONE | CHARITABLE | $5,000 | |
| UNIVERSITY OF MASSACHUSETTS FOUNDATION | |||||||
| 1 BEACON STREET | BOSTON | MA | 02108 | NONE | CHARITABLE | $50,000 | |
| URBAN FARMING INSTITUTE OF BOSTON INC | |||||||
| 34 LINWOOD STREET | ROXBURY | MA | 02119 | NONE | CHARITABLE | $25,000 | |
| URBAN FOOD INITIATIVE | |||||||
| 450 WASHINGTON STREET | DORCHESTER CENTER | MA | 02124 | NONE | CHARITABLE | $50,000 | |
| UTEC INC | |||||||
| 35 WARREN STREET | LOWELL | MA | 01852 | NONE | CHARITABLE | $75,000 | |
| VETERAN LEGAL SERVICES | |||||||
| PO BOX 8457 | BOSTON | MA | 02114 | NONE | CHARITABLE | $50,000 | |
| VOICES IN CONTEMPORARY ART | |||||||
| 70 WASHINGTON STREET SQUARE S | NEW YORK | NY | 10012 | NONE | CHARITABLE | $75,000 | |
| BOSTON MEDICAL CENTER | |||||||
| 1 BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 02118 | NONE | CHARITABLE | $10,000 | |
| FINE ARTS WORK CENTER | |||||||
| 24 PEARL ST | PROVINCETOWN | MA | 02657 | NONE | CHARITABLE | $10,000 | |
| THE GREATER BOSTON FOOD BANK INC | |||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | NONE | CHARITABLE | $5,000 | |
| HULL LIFESAVING MUSEUM INC | |||||||
| PO BOX 221 NANTASKET AVENUE | HULL | MA | 02045 | NONE | CHARITABLE | $5,000 | |
| MARTHA'S VINEYARD MUSEUM INC | |||||||
| 151 LAGOON POND ROAD | VINEYARD HAVEN | MA | 02568 | NONE | CHARITABLE | $5,000 | |
| MASSACHUSETTS AUDUBON SOCIETY INC | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | CHARITABLE | $5,000 | |
| NOBLE AND GREENOUGH SCHOOL | |||||||
| 10 CAMPUS DR | DEDHAM | MA | 02026 | NONE | CHARITABLE | $5,000 | |
| STEPHEN PHILLIPS MEMORIAL | |||||||
| 230 CONGRESS ST FL 12 | BOSTON | MA | 02110 | NONE | CHARITABLE | $144,968 | |
| THE TRUSTEES OF RESERVATIONS | |||||||
| 200 HIGH STREET 4TH FLOOR | BOSTON | MA | 02110 | NONE | CHARITABLE | $25,000 | |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | NONE | CHARITABLE | $5,000 | |
| NEIGHBOR TO NEIGHBOR | |||||||
| 15 COURT SQUARE 345 | BOSTON | MA | 02108 | NONE | CHARITABLE | $10,000 | |
| SCHOLARSHIP GRANTS | |||||||
| 160 COMMONWEALTH AVENUE SUITE L10 | BOSTON | MA | 02116 | NONE | SCHOLARSHIP | $37,680 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,449,648 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,044,030 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $145,737 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,189,074 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,378,841 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,378,841 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| FOTENE J DEMOULAS | |||||||
| 1 | 160 COMMONWEALTH AVENUE SUITE L10 | BOSTON | MA | 02116 | $540,793 | Yes (X) | |
| FOTENE J DEMOULAS | |||||||
| 2 | 160 COMMONWEALTH AVENUE SUITE L10 | BOSTON | MA | 02116 | $403,190 | Yes (X) | |
| FOTENE J DEMOULAS | |||||||
| 3 | 160 COMMONWEALTH AVENUE SUITE L10 | BOSTON | MA | 02116 | $218,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 4,360 SHARES OF APPLE INC. VALUE OF TRANSACTION (CUSIP: XXX-XX-XXXX) | $540,793 | 2020-12-08 |
| 2 | 1,876 SHARES OF MICROSOFT CORP. VALUE OF TRANSACTION (CUSIP: XXX-XX-XXXX) | $403,190 | 2020-12-08 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DGC ACCOUNTANT FEES | CategoryTxt |
| Amt | $24,623 | Amt |
| Net Investment Income | $21,364 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,259 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $9,679,174 | EOYBookValueAmt |
| EOYFMV | $10,060,343 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $39,551,444 | EOYBookValueAmt |
| EOYFMV | $53,717,820 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,153,520 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,187,359 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,060,421 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,110,477 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $12,116,779 | BookValueAmt |
| EOYFMV | $14,292,221 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DAVIS MALM & D'AGOSTINE | CategoryTxt |
| Legal Fees | $3,301 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,301 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PORTFOLIO DEDUCTIONS FROM PASSTHROUGH ENTITIES | $99,653 | $99,653 | $0 |
| OFFICE SUPPLIES AND EXPENSES | $15,020 | $0 | $15,020 |
| IT, SOFTWARE & RELATED COMPUTER EXPENSES | $13,592 | $0 | $13,592 |
| NON-DEDUCTIBLE EXPENSES | $316 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1: RCP FUND X, LP | -$4,956 | -$4,956 | -$4,956 |
| FROM K-1: IVY REALTY FUND IV, LP | -$10,300 | -$10,300 | -$10,300 |
| FROM K-1: DAVIS INVESTMENT VENTURES FUND III-A LP | -$14,357 | -$14,357 | -$14,357 |
| FROM K-1: SJC ONSHORE DIRECT LENDING FUND III, LP | $188,398 | $188,398 | $188,398 |
| FIDELITY - 377656 | -$8,774 | -$8,774 | -$8,774 |
| ORDINARY EARNINGS CATALYST EPF II (SCOTS) LP | $0 | $0 | $0 |
| FROM K-1: TRUEBRIDGE-KAUFFMAN | -$307 | -$307 | -$307 |
| FROM K-1: DAVIS INVESTMENT VENTURES FUND IV-B LP | -$6,403 | -$6,403 | -$6,403 |
| BOSTON PRIVATE BANK | $6 | $6 | $6 |
| FROM K-1: TRUEBRIDGE CAPITAL PARTNERS FUND IV (CAYMAN) | $153 | $153 | $153 |
| FROM K-1: CORE PRIVATE EQUITY FUND LP | $2,277 | $2,277 | $2,277 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $2,338 | BOYBookValueAmt |
| EOY Book Value | $44,277 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BALLENTINE | $226,164 | $226,164 | $0 |
| FIDELITY ADVISOR FEES | $21,849 | $21,849 | $0 |
| MELINDA MARBLE | $7,375 | $0 | $7,375 |
| STONE CONSULTING | $1,137 | $0 | $1,137 |
| HAYLEY BUONOPAE | $1,241 | $0 | $1,241 |
| MASS MENTORING PARTNERSHIP | $1,750 | $0 | $1,750 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FOTENE J DEMOULAS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 COMMONWEALTH AVENUE SUITE L10 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $23,102 | $23,102 | $0 |
| PAYROLL TAXES | $21,624 | $0 | $21,624 |
| FEDERAL TAXES | $28,346 | $0 | $0 |
| STATE TAXES | $5,107 | $0 | $0 |
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