FURP.ORG / PUBLIC DATA EXPLORER

FIDUCIARY CHARITABLE FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FIDUCIARY CHARITABLE FOUNDATION (EIN 04-6649138)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-09-28
IRS object ID
202142719349301579
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)
Return2021-09-28T15:33:48-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042689883PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WOLF & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1255 STATE STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046649138EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FIDUCIARY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFIDUBusinessNameControlTxt
Phone6172926766PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO FIDUCIARY TRUST CO PO BOX 558AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP022055806ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER RV BROWNPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6172926766PhoneNum
Signature2021-09-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPETERPersonFirstNm
Person LastRV BROWNPersonLastNm
FieldValueIRS element (for citing)
SSN000001485SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHARRY A KALAJIAN JR CPAPreparerPersonNm
PTINP00464296PTIN
Phone6174399700PhoneNum
Preparation2021-09-28PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTODD ECKLERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O FIDUCIARY TRUST CO PO BOX 55806AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP022055806ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$25,245,026GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FTCHARITABLE.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1990FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionCHARITABLE TRUST ORGANIZED TO FACILITATE CHARITABLE GIVING BY 1) ACCEPTING MARKETABLE SECURITIES, LIQUIDATING THE ASSET AND DISPENSING THE PROCEEDS TO VARIOUS DESIGNATED CHARITIES, AND 2) SPONSORING AND ADMINISTERING DONOR ADVISED FUNDS.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,973,430PYContributionsGrantsAmt
CY Contributions Grants$18,220,441CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$177,312PYInvestmentIncomeAmt
CY Investment Income$1,429,302CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$7,150,742PYTotalRevenueAmt
CY Total Revenue$19,649,743CYTotalRevenueAmt
PY Grants And Similar Paid$5,282,778PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,152,859CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$65,623CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$65,206PYOtherExpensesAmt
CY Other Expenses$103,072CYOtherExpensesAmt
PY Total Expenses$5,347,984PYTotalExpensesAmt
CY Total Expenses$5,321,554CYTotalExpensesAmt
PY Revenues Less Expenses$1,802,758PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$14,328,189CYRevenuesLessExpensesAmt
Total Assets BOY$6,393,086TotalAssetsBOYAmt
Total Assets EOY$21,159,232TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,393,086NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$21,159,232NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionCHARITABLE TRUST ORGANIZED TO FACILITATE CHARITABLE GIVING BY 1) ACCEPTING MARKETABLE SECURITIES, LIQUIDATING THE ASSET AND DISPENSING THE PROCEEDS TO VARIOUS DESIGNATED CHARITIES, AND 2) SPONSORING AND ADMINISTERING DONOR ADVISED FUNDS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,580,140ExpenseAmt
Grant$3,530,757GrantAmt
DescTHE ORGANIZATION FACILITATES CHARITABLE GIVING BY ACCEPTING MARKETABLE SECURITIES, LIQUIDATING THE ASSET AND DISPENSING THE PROCEEDS AS GRANTS TO VARIOUS 501(C)(3) CHARITABLE ORGANIZATIONS PER THE DONOR'S INSTRUCTIONS INCLUDED WITH THE GIFT.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,622,102ExpenseAmt
Grant$1,622,102GrantAmt
DescTHE FOUNDATION FACILITATES CHARITABLE GIVING BY SPONSORING AND ADMINISTERING DONOR ADVISED FUNDS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$5,202,242TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FIDUCIARY TRUST COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6174825270PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line153 STATE STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
PETER BROWN
TRUSTEE1.00Yes (X)$0$0$0
EMILY MCCANN
TRUSTEE1.00Yes (X)$0$0$0
DOUG MARSHALL
TRUSTEE1.00Yes (X)$0$0$0
TODD ECKLER
PRESIDENT/EXECUTIVE DIRECTOR1.00$0$0$0Yes (X)
ADAM THOMPSON
CFO (AS OF DEC. 2020)1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$18,220,441AllOtherContributionsAmt
Noncash Contributions$16,808,287NoncashContributionsAmt
Total Contributions$18,220,441TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$157,644TotalRevenueColumnAmt
Exclusion$157,644ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,866,941SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,595,283SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,271,658SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,271,658TotalRevenueColumnAmt
Exclusion$1,271,658ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,649,743TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,429,302ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,152,859TotalAmt
Program Services$5,152,859ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$65,623TotalAmt
Program Services$43,133ProgramServicesAmt
Management And General$22,490ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$48,064TotalAmt
Management And General$48,064ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$16,036TotalAmt
Management And General$16,036ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$12,500TotalAmt
Program Services$6,250ProgramServicesAmt
Management And General$6,250ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescTRUST EXPENSESDesc
Total$26,472TotalAmt
Management And General$26,472ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,321,554TotalAmt
Program Services$5,202,242ProgramServicesAmt
Management And General$119,312ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,040BOYAmt
EOY$66,647EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,462,418BOYAmt
EOY$1,680,342EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,926,628BOYAmt
EOY$19,412,243EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,393,086BOYAmt
EOY$21,159,232EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,299,276BOYAmt
EOY$20,257,945EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$93,810BOYAmt
EOY$901,287EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,393,086BOYAmt
EOY$21,159,232EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,393,086BOYAmt
EOY$21,159,232EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$14,328,189ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$217,978NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$78,123DonatedServicesAndUseFcltsAmt
Prior Period Adjustments$577,812PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,729,108CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,802,041CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,007,231CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,973,430CurrentTaxYearMinus1YearAmt
Current Tax Year$18,220,441CurrentTaxYearAmt
Total$41,732,251TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,729,108CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,802,041CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,007,231CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,973,430CurrentTaxYearMinus1YearAmt
Current Tax Year$18,220,441CurrentTaxYearAmt
Total$41,732,251TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$19,112,034SubstantialContributorsTotAmt
Public Support Total170$22,620,217PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,645CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,388CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$92,567CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$134,874CurrentTaxYearMinus1YearAmt
Current Tax Year$157,644CurrentTaxYearAmt
Total$431,118TotalAmt
FieldValueIRS element (for citing)
Total Support$42,163,369TotalSupportAmt
Public Support CY1700.53650PublicSupportCY170Pct
Public Support PY1700.63650PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held24DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$14,611,542DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$1,622,102DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$21,092,585DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$19,461,824TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$217,978NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$78,123DonatedServicesAndUseFcltsAmt
Revenue Not Reported-$139,855RevenueNotReportedAmt
Revenue Subtotal$19,601,679RevenueSubtotalAmt
Investment Expenses Not Incld$48,064InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$48,064RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$19,649,743TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,273,490TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$5,273,490ExpensesSubtotalAmt
Investment Expenses Not Incld2$48,064InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$48,064ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,321,554TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION DOES NOT PROVIDE FOR FEDERAL OR STATE INCOME TAXES AS IT HAS RECEIVED A TAX DETERMINATION FROM THE IRS CLASSIFYING IT AS A PUBLIC CHARITY EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION FOLLOWS THE ACCOUNTING GUIDANCE REGARDING THE RECOGNITION, MEASUREMENT, PRESENTATION AND DISCLOSURE OF UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS. TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS, INCLUDING THE POSITION THAT THE FOUNDATION QUALIFIES AS A TAX EXEMPT ENTITY, ARE REQUIRED TO BE EVALUATED TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITIES. TAX POSITIONS NOT DEEMED TO MEET A MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED IN THE FINANCIAL STATEMENTS. THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ACCRUAL OR DISCLOSURE AT DECEMBER 31, 2020 AND 2019. NO INCOME TAX RELATED INTEREST OR PENALTIES WERE INCURRED IN 2020 OR 2019. THE FOUNDATION'S FEDERAL AND STATE TAX FILINGS ARE SUBJECT TO REVIEW AND AUDIT BY TAXING AUTHORITIES FOR THE YEARS ENDED DECEMBER 31, 2017 THROUGH 2020.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (194 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
ACLU FOUNDATION OF RHODE ISLAND
128 DORRANCE STREET SUITE 400PROVIDENCERI02903237039364501(C)(3)$10,000DONATIONS
ACLU NEW MEXICO
PO BOX 566ALBUQUERQUENM87103850275276501(C)(3)$25,000DONATIONS
ALBUQUERQUE HEALTH CARE FOR THE HOMELESS
PO BOX 25445ALBUQUERQUENM87125850368993501(C)(3)$5,000DONATIONS
AMERICAN CANCER SOCIETY
250 WILLIAMS STREETNW ATLANTAGA30303131788491501(C)(3)$17,000DONATIONS
AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD STREET 18TH FLOORNEW YORKNY10033133871360501(C)(3)$10,000DONATIONS
AMERICAN RED CROSS
431 18TH STREETNW WASHINGTONDC20006530196605501(C)(3)$10,000DONATIONS
AMISTAD MISSION
PO BOX 23030NASHVILLETN37202631011215501(C)(3)$5,000DONATIONS
AMMONOOSUC CONSERVATION TRUST
PO BOX 191FRANCONIANH03580026121209501(C)(3)$5,000DONATIONS
ANTIOCH COLLEGE
1 MORGAN PLACEYELLOW SPRINGSOH45387261672457501(C)(3)$10,555DONATIONS
ASIAN ART MUSEUM
200 LARKIN STREETSAN FRANCISCOCA94102941704765501(C)(3)$6,000DONATIONS
BAINBRIDGE ISLAND LAND TRUST
PO BOX 10144BAINBRIDGE ISLANDWA98110911439338501(C)(3)$5,000DONATIONS
BALTIMORE SYMPHONY
1212 CATHEDRAL STREETBALTIMOREMD21201770659339501(C)(3)$5,000DONATIONS
BELMONT HILL SCHOOL
350 PROSPECT STREETBELMONTMA02478042103870501(C)(3)$8,000DONATIONS
BELOIT COLLEGE
700 COLLEGE STREETBELOITWI53511390808497501(C)(3)$10,088DONATIONS
BERKSHIRE SCHOOL
245 N UNDERMOUNTAIN ROADSHEFFIELDMA01257042121313501(C)(3)$5,036DONATIONS
BERKSHIRE TACONIC COMMUNITY FOUNDATION
800 N MAIN STREETSHEFFIELDMA01257061254469501(C)(3)$103,822DONATIONS
BEVERLY HOSPITAL
309 W BEVERLY BOULEVARDMONTEBELLOCA90640237429685501(C)(3)$10,000DONATIONS
BID - PLYMOUTH HOSPITAL
275 SANDWICH STREETPLYMOUTHMA02360222667354501(C)(3)$250,000DONATIONS
BLOCK ISLAND HEALTH SERVICES
PO BOX 919BLOCK ISLANDRI02807222570482501(C)(3)$10,000DONATIONS
BOSOMA DANCE COMPANY
15 WALNUT ROADSOUTH HAMILTONMA01982201638077501(C)(3)$5,085DONATIONS
BOSTON CHILDREN'S HOSPITAL TRUST
401 PARK DRIVE SUITE 602BOSTONMA02115042774441501(C)(3)$5,000DONATIONS
BOSTON CHINATOWN NEIGHBORHOOD CENTER
885 WASHINGTON STREETBOSTONMA02111237209691501(C)(3)$5,000DONATIONS
BOSTON FOUNDATION INC
75 ARLINGTON STREET FLOOR 3BOSTONMA02116042104021501(C)(3)$25,000DONATIONS
BOSTON SYMPHONY ORCHESTRA
301 MASSACHUSETTS AVENUEBOSTONMA02115042103550501(C)(3)$11,000DONATIONS
BOSTON UNIVERSITY
330 S CAMPUS AVEOXFORDOH45056042103547501(C)(3)$12,000DONATIONS
BRIGHAM AND WOMEN'S HOSPITAL
399 REVOLUTION DRIVE 645SOMERVILLEMA02145042312909501(C)(3)$16,156DONATIONS
BROOKLINE COMMUNITY FOUNDATION
40 WEBSTER PLACEBROOKLINEMA02445042103944501(C)(3)$10,000DONATIONS
BURLINGTON CITY ARTS
135 CHURCH STREETBURLINGTONMA05401030354963501(C)(3)$51,600DONATIONS
BUZZARDS BAY COALITION
114 FRONT STREETNEW BEDFORDMA02740042971978501(C)(3)$27,500DONATIONS
CAMBRIDGE INSIGHT MEDITATION CENTER
331 BROADWAYCAMBRIDGEMA02139222622760501(C)(3)$25,000DONATIONS
CAMP HARBOR VIEW FOUNDATION
200 CLAREDON STREET 60TH FLOORBOSTONMA02116753235491501(C)(3)$7,500DONATIONS
CARITAS COMMUNITIES
25 BRAINTREE HILL OFFICE PARK 206BRAINTREEMA02184042875899501(C)(3)$50,000DONATIONS
CENTER FOR LABOR EDUCATION AND RESEARCH
375 CENTRE STREETJAMAICA PLANEMA02130222604923501(C)(3)$10,000DONATIONS
CENTER FOR TRANSFORMATIONAL PRACTICE
149 LATHAM WORKS LANEWRJVT05001462839524501(C)(3)$10,000DONATIONS
CHANGE THE WORLD KIDS INC
1046 ATWOOD LANEWOODSTOCKVT05091030531488501(C)(3)$5,000DONATIONS
CHILDREN'S FRIEND
3335 SO 900 E 180SALT LAKE CITYUT84106943464268501(C)(3)$10,000DONATIONS
CHRIST EPISCOPAL CHURCH
480 WARWICK AVETEANECKNJ07666221500487501(C)(3)$10,000DONATIONS
CHURCH OF THE ADVENT
PO BOX 1008PORT CHESTERNY10573132948451501(C)(3)$7,577DONATIONS
COHASSET LOCAL EDUCATION FOUNDATION
PO BOX 309COHASSETMA02025043160688501(C)(3)$5,000DONATIONS
COLLEGE GUILD
PO BOX 696BRUNSWICKME04011010545944501(C)(3)$5,000DONATIONS
COLLEGE VISIONS
131 WASHINGTON STREET SUITE 205PROVIDENCERI02903272344723501(C)(3)$5,000DONATIONS
COLORADO COLLEGE
PO BOX 1117COLORADO SPRINGSCO80901840402510501(C)(3)$5,000DONATIONS
COLUMBIA LAW SCHOOL
435 W 116TH STREETNEW YORKNY10027136163907501(C)(3)$7,500DONATIONS
COMMONWEALTH SCHOOL
151 COMMONWEALTH AVENUEBOSTONMA02116042228167501(C)(3)$5,000DONATIONS
COMMONWEALTH ZOOLOGICAL CORP
1 FRANKLIN PARK ROADBOSTONMA02121043129124501(C)(3)$7,500DONATIONS
COMMUNITY CHARTER SCHOOL OF CAMBRIDGE
245 BENT STREETCAMBRIDGEMA02141203179850501(C)(3)$10,000DONATIONS
COMMUNITY VOLUNTEER TRANSPORTATION
375 JAFFREY ROAD SUITE 3PETERBOROUGHNH03458262838428501(C)(3)$12,500DONATIONS
DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVENUE BP418BOSTONMA02215042263040501(C)(3)$17,500DONATIONS
DEERFIELD ACADEMY
PO BOX 87DEERFIELDMA01342042103563501(C)(3)$6,021DONATIONS
DERBY ACADEMY TRUSTEES
56 BURDITT AVENUEHINGHAMMA02043042137227501(C)(3)$6,000DONATIONS
DISABLED AMERICAN VETERANS
11 TENTH STREETNEWBURYMA01951042167023501(C)(3)$7,500DONATIONS
DOCTORS WITHOUT BORDERS
PO BOX 40602MESAAZ85202453083348501(C)(3)$21,000DONATIONS
DORCAS INTERNATIONAL INSTITUTE OF RHODE ISLAND
645 ELMWOOD AVENUEPROVIDENCERI02907050258886501(C)(3)$10,000DONATIONS
EMERGENCY ACTION NETWORK
4 CHESNUT ROADBRUNSWICKME04011821087903501(C)(3)$5,000DONATIONS
EMPLOYEE OWNERSHIP FOUNDATION
1200 18TH STREET NW 1125WASHINGTON DCDC20036521739193501(C)(3)$5,000DONATIONS
ENVIRONMENTAL DEFENSE FUND
257 PARK AVENUESOUTH NEW YORKNY10010116107128501(C)(3)$29,022DONATIONS
FARM FRESH RHODE ISLAND
10 SIMS AVENUE 103PROVIDENCERI02909204625643501(C)(3)$10,000DONATIONS
FARRINGTON MEMORIAL INC
PO BOX 293LINCOLNMA01773042138907501(C)(3)$5,000DONATIONS
FEEDING AMERICA
161 NORTH CLARK STREET 700CHICAGOIL60601363673599501(C)(3)$15,000DONATIONS
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
200 SEAPORT BOULEVARDBOSTONMA02210110303001501(C)(3)$104,525DONATIONS
FINE ARTS RADIO
PO BOX 920MONROECT06468223015791501(C)(3)$9,000DONATIONS
FIRST PARISH OF NORWELL
24 RIVER STREETNORWELLMA02061042157228501(C)(3)$10,000DONATIONS
FLORENCE GRISWOLD MUSEUM
96 LYME STREETOLD LYMECT06371066062157501(C)(3)$13,000DONATIONS
FRIENDS OF ROCKPORT LIBRARY
PO BOX 87ROCKPORTME04856311650135501(C)(3)$12,500DONATIONS
FRIENDS OF THE SCITUATE ANIMAL SHELTER
PO BOX 14CLAYVILLERI02815300018488501(C)(3)$6,146DONATIONS
GALLOWAY UNITED METHODIST CHURCH
305 NORTH CONGRESS STREETJACKSONMS39201251376454501(C)(3)$10,000DONATIONS
GEORGE Y POCOCK ROWING FOUNDATION
3320 FUHRMAN AVESEATTLEWA98102911276445501(C)(3)$5,000DONATIONS
GIVEDIRECTLY INC
PO BOX 3221NEW YORKNY10008271661997501(C)(3)$10,000DONATIONS
GREATER BOSTON FOOD BANK
70 SOUTH BAY AVENUEBOSTONMA02118042717782501(C)(3)$144,373DONATIONS
GREATER BOSTON HEALTH CENTER
1055 COMMONWEALTH AVEUEBOSTONMA02115042698497501(C)(3)$20,000DONATIONS
HARVARD EPWORTH UNITED METHODIST CHURCH
1555 MASSACHUSETTS AVENUECAMBRIDGEMA02138046000984501(C)(3)$15,000DONATIONS
HARVARD UNIVERSITY
95 DUNSTER STREETCAMBRIDGEMA02138042103580501(C)(3)$48,500DONATIONS
HARVARD UNIVERSITY (SEAS)
SCIENCE AND ENGINEERING COMPLEX 150BOSTONMA02134042103580501(C)(3)$5,000DONATIONSWESTERN AVENUE
HELPLINE HOUSE
282 KNETCHTEL WAYBAINBRIDGE ISLANDWA98110910902503501(C)(3)$5,000DONATIONS
HISTORIC DEERFIELD
PO BOX 321DEERFIELDMA01342042262880501(C)(3)$160,000DONATIONS
HOME FOR LITTLE WANDERERS
10 GUEST STREETBOSTONMA02135042104764501(C)(3)$7,500DONATIONS
INTERVARSITY CHRISTIAN FELLOWSHIP
635 SCIENCE DRIVEMADISONWI53711362171714501(C)(3)$25,815DONATIONS
ISLAND AUTISM GROUP INC
PO BOX 2786EDGARTOWNMA02539300661116501(C)(3)$5,000DONATIONS
ISLAND FOOD PANTRY OF MARTHAS VINEYARD
PO BOX 1874VINEYARD HAVENMA02568823476772501(C)(3)$40,000DONATIONS
ISLAND GROWN INITIATIVE
PO BOX 622VINEYARD HAVENMA02568205773892501(C)(3)$15,000DONATIONS
JUMPSTART FOR YOUNG CHILDREN
308 CONGRESS STREET 6TH FLOORBOSTONMA02110043262046501(C)(3)$5,000DONATIONS
KING'S CHAPEL
58 TREMONT STREETBOSTONMA02108237134290501(C)(3)$10,000DONATIONS
LA GRUA CENTER
PO BOX 342STONINGTONCT06378260301258501(C)(3)$6,000DONATIONS
LABYRINTH INC
38 COMMERCE STREETNEW YORKNY10014133985592501(C)(3)$10,976DONATIONS
MACALESTER COLLEGE
1600 GRAND AVENUEST PAULMN55105410693962501(C)(3)$10,000DONATIONS
MAINE COAST HERITAGE TRUST
1 BOWDOIN MILL ISLAND 201TOPSHAMME04086237099105501(C)(3)$11,000DONATIONS
MANCHESTER ESSEX CONSERVATION TRUST
PO BOX 1486MANCHESTERMA01944043469549501(C)(3)$5,000DONATIONS
MARTHA'S VINEYARD CEREBRAL PALSEY CAMP
PO BOX 1357VINEYARD HAVENMA02568237188764501(C)(3)$5,000DONATIONS
MARTHAS VINEYARD COMMUNITY SERVICES
111 EDGARTOWN ROADVINEYARD HAVENMA02568042301598501(C)(3)$200,000DONATIONS
MARYLANDDC NATURE CONSERVANCY
425 BARLOW PLACE 100BETHESDAMD20814530242652501(C)(3)$5,000DONATIONS
MASSACHUSETTS AUDUBON
208 SOUTH GREAT ROADLINCOLNMA01773042104702501(C)(3)$5,000DONATIONS
MASSACHUSETTS GENERAL HOSPITAL
399 REVOLUTION DRIVE 645SOMERVILLEMA02145041564566501(C)(3)$5,000DONATIONS
MASSACHUSETTS MUSEUM OF CONTEMPORARY
1040 MASS MOCO WAYNORTH ADAMSMA01247043113688501(C)(3)$25,000DONATIONS
MIT
84 MASSACHUSETTS AVENUECAMBRUDGEMA02139042103594501(C)(3)$15,000DONATIONS
MONADNOCK AT HOME
27 HUSE ROADNEW IPSWICHNH03071270348776501(C)(3)$7,500DONATIONS
MUSEUM OF FINE ARTS
465 HUNTINGTON AVENUEBOSTONMA02115042103607501(C)(3)$59,448DONATIONS
MUSEUM OF SCIENCE
1 SCIENCE PARKBOSTONMA02114042103916501(C)(3)$5,000DONATIONS
NATIONAL PUBLIC RADIO
1111 NORTH CAPITOL STREETWASHINGTON DCDC20002520907625501(C)(3)$10,000DONATIONS
NATURAL DHARMA FELLOWSHIP
PO BOX 324SPRINGFIELDNH03284263898758501(C)(3)$25,000DONATIONS
NATURAL RESOURCES COUNCIL OF MAINE
3 WADE STREETAUGUSTAME04330821044033501(C)(3)$10,000DONATIONS
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREETNEW YORKNY10011132654926501(C)(3)$25,040DONATIONS
NATURE CONSERVANCY INC
4245 FAIRFAX DRIVEARLINGTONVA22203530242652501(C)(3)$18,000DONATIONS
NEW ENGLAND AQUARIUM
CENTRAL WHARFBOSTONMA02110042297514501(C)(3)$5,000DONATIONS
NEW ENGLAND FORESTRY FOUNDATION
32 FOSTER STREETLITTLETONMA01460042024022501(C)(3)$6,000DONATIONS
NEW ENGLAND WILDLIFE CENTER
500 COLUMBIAN STREETSOUTH WEYMOUTHMA02190042907561501(C)(3)$10,000DONATIONS
NEW URBAN ARTS
705 WESTMINSTER STREETPROVIDENCERI02903050498654501(C)(3)$5,000DONATIONS
NEWTON WELLESLEY HOSPITAL
399 REVOLUTION DRIVE 645SOMERVILLEMA02145042103611501(C)(3)$30,000DONATIONS
NONPROFIT LEGAL SERVICES OF UTAH
623 E 2100 S B1SALT LAKE CITYUT84106474827863501(C)(3)$50,000DONATIONS
NORMAN S IVES FOUNDATION
5075 GRUNDY WAYDOYLESTOWNPA18902812992687501(C)(3)$20,000DONATIONS
NORTH AND SOUTH RIVERS WATERSHED
PO BOX 43NORWELLMA02061237181992501(C)(3)$10,000DONATIONS
NORTH FLORIDA LAND TRUST
843 MONROE STREETJACKSONVILLEFL32202593609167501(C)(3)$5,000DONATIONS
NORTH UNIVERSALIST CHAPEL SOCIETY
7 CHURCH STREETWOODSTOCKVA05091501(C)(3)$30,000DONATIONS
NORTHEAST HOSPITAL CORPORATION
85 HERRICK STREETBEVERLYMA01915042121317501(C)(3)$10,000DONATIONS
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVENUEBOSTONMA02115041679980501(C)(3)$10,000DONATIONS
OCCIDENTAL COLLEGE
1600 CAMPUS ROADLOS ANGELESCA90041951667177501(C)(3)$161,673DONATIONS
OCEAN CONSERVANCY
1300 19TH STREET FLOOR 8WASHINGTON DCDC20036237245152501(C)(3)$21,000DONATIONS
OUR SISTERS SCHOOL
145 BROWNELL AVENUENEW BEDFORDMA02740260367118501(C)(3)$5,000DONATIONS
OXFAM AMERICA
226 CAUSEWAY STREET FLOOR 5BOSTONMA02114201971032501(C)(3)$10,000DONATIONS
PACIFIC NORTHWEST BALLET
301 MERCER STREETSEATTLEWA94109910897129501(C)(3)$5,000DONATIONS
PARENTS FOR PEACE
325 UNION AVEMEMPHISTN38103474142897501(C)(3)$25,000DONATIONS
PARTNERS HEALTHCARE SYSTEMS INC
55 FRUIT STREET 230BOSTONMA02114471683619501(C)(3)$15,000DONATIONS
PARTNERS IN HEALTH
150 STATE STREETBREWERME04413010471949501(C)(3)$7,000DONATIONS
PEABODY ESSEX MUSEUM
EAST INDIA SQUARESALEMMA01970043157815501(C)(3)$8,500DONATIONS
PERKINS SCHOOL FOR THE BLIND
175 NORTH BEACON STREETWATERTOWNMA02472042103616501(C)(3)$58,000DONATIONS
PETERBOROUGH LIBRARY CAMPAIGN
26 CHENEY AVENUEPETERBOROUGHNH03458020439002501(C)(3)$9,990DONATIONS
PHILADELPHIA BAIL FUND INC
PO BOX 22316PHILADELPHIAPA19110821360589501(C)(3)$12,404DONATIONS
PINE STREET INN
444 HARRISON AVENUEBOSTONMA02118042516093501(C)(3)$110,196DONATIONS
PLANNED PARENTHOOD FEDERATION OF
123 WILLIAMS STREET SUITE 10NEW YORKNY10038131644147501(C)(3)$24,500DONATIONS
PLANNED PARENTHOOD LEAGUE OF MA
1055 COMMONWEALTH AVEUEBOSTONMA02215042698497501(C)(3)$25,000DONATIONS
PLYMOUTH CONGREGATIONAL UNITED CHURCH
24022 W LOCKPORT STREET PO BOX 38PLAINFIELDIL60544362547337501(C)(3)$64,000DONATIONS
REALITY MINISTRIES
916 LAMOMD AVEDURHAMNC27701261514118501(C)(3)$5,000DONATIONS
RHODE ISLAND COMMUNITY FOOD BANK
200 NIANTIC AVEPROVIDENCERI02907050395601501(C)(3)$25,000DONATIONS
RHODE ISLAND PUBLIC RADIO
1 UNION STATIONPROVIDENCERI02903050498502501(C)(3)$20,000DONATIONS
RIDING BEYOND
PO BOX 1281ASHLANDOR97520824933031501(C)(3)$10,109DONATIONS
RIVERBEND SCHOOL INC
39 ELIOT STREETNATICKMA01760237122908501(C)(3)$80,000DONATIONS
ROSIE'S PLACE
889 HARRISON AVEBOSTONMA02118042582187501(C)(3)$8,145DONATIONS
SAINT JAMES SCHOOL
3217 WEST CLEARFIELD STPHILADELPHIAPA19132452353683501(C)(3)$15,000DONATIONS
SALVATION ARMY
616 SLATERS LANEALEXANDRIAVA22314222406433501(C)(3)$10,067DONATIONS
SAN FRANCISCO FOOD BANK
900 PENNSYLVANIA AVESAN FRANCISCOCA94107943041517501(C)(3)$5,000DONATIONS
SAN FRANCISCO SYMPHONY
201 VAN NESSSAN FRANCISCOCA94102941156284501(C)(3)$15,000DONATIONS
SAVE THE BAY
300 FRANK OGAWA PLAZAOAKLANDCA94612946078420501(C)(3)$5,000DONATIONS
SEA EDUCATION ASSOCIATION
PO BOX 758FALMOUTHMA02541042702102501(C)(3)$50,000DONATIONS
SENTINEL PRIMARY CARE
10208 CERNY STREET NO 308RALEIGHNC27617811974628501(C)(3)$5,000DONATIONS
SHERRILL HOUSE
135 SOUTH HUNTINGTON AVEBOSTONMA02130042104321501(C)(3)$10,000DONATIONS
SKIDMORE COLLEGE
815 NORTH BROADWAYSARATOGA SPRINGSNY12866141338562501(C)(3)$5,000DONATIONS
SOCIETY FOR THE PRESERVATION OF NEW ENGLAND ANTIQUITIES
141 CAMBRIDGE STBOSTONMA021142702454847030501(C)(3)$5,000DONATIONS
SOUTH SHORE HEALTH SYSTEMS
55 FOGG ROADSOUTH WEYMOUTHMA02190042105926501(C)(3)$7,500DONATIONS
SOUTH SHORE HOSPITAL CHARITABLE
55 FOGG ROADSOUTH WEYMOUTHMA02190042769210501(C)(3)$250,000DONATIONS
SOUTH SHORE YMCA
79 CODDINGTON STREETQUINCYMA02169042105881501(C)(3)$25,000DONATIONS
SOUTHCOAST COMMUNITY FOUNDATION
128 UNION STREET SUITE 403NEW BEDFORDMA02740043280353501(C)(3)$51,500DONATIONS
SOUTHERN POVERTY LAW CENTER
PO BOX 548MONTGOMERYAL36104630598743501(C)(3)$14,694DONATIONS
ST MICHAEL & ALL ANGELS EPISCOPAL
8011 DOUGLAS AVEDALLASTX75225756027160501(C)(3)$9,898DONATIONS
ST PAUL'S EPISCOPAL CHURCH
166 HIGH STREETNEWBURYPORTMA01950042106766501(C)(3)$5,000DONATIONS
ST PETER'S EPISCOPAL CHURCH
95 DEERFIELD AVEWESTWOODMA02090046006494501(C)(3)$5,000DONATIONS
ST STEPHEN'S EPISCOPAL CHURCH
82 KIMBERLY DRDURHAMNC27707561128192501(C)(3)$58,250DONATIONS
SUSTAINABLE PRINCETON
1 MONUMENT DRIVEPRINCETONNJ08540454743353501(C)(3)$5,000DONATIONS
SUSTAINABLE WOODSTOCK
PO BOX 611WOODSTOCKVT05091271178081501(C)(3)$15,000DONATIONS
SWEET BRIAR COLLEGE
PO BOX 1051SWEET BRIARVA24595541733690501(C)(3)$5,000DONATIONS
TEXTILE CENTER OF MINNESOTA
3000 UNIVERSITY AVE SEMINNEAPOLISMN55414411790700501(C)(3)$5,000DONATIONS
THE ANIMAL RESCUE LEAGUE OF BOSTON
10 CHANDLER STREETBOSTONMA02116042103714501(C)(3)$10,000DONATIONS
THE CAMBRIDGE SCHOOL OF WESTON
45 GEORGIAN ROADWESTONMA02493042103964501(C)(3)$5,029DONATIONS
THE CARVING STUDIO AND SCULPTURE CENTER
PO BOX 495WEST RUTLANDVT05777030325486501(C)(3)$15,000DONATIONS
THE CHURCH OF JESUS CHRIST OF LATTER
50 E NORTH TEMPLE STREETSALT LAKE CITYUT84150870234341501(C)(3)$32,683DONATIONS
THE CHURCH OF REDEEMER OF BALTIMORE
5603 NORTH CHARLES STREETBALTIMOREMD21210520591689501(C)(3)$5,000DONATIONS
THE FRIENDS OF OAK BLUFFS COUNCIL ON
PO BOX 1281OAK BLUFFSMA02557223283049501(C)(3)$5,000DONATIONS
THE SEA EDUCATION ASSOCIATION
PO BOX 758FALMOUTHMA02541042702102501(C)(3)$5,000DONATIONS
THE SKATING CLUB OF BOSTON
750 UNIVERSITY AVENORWOODMA02062041839710501(C)(3)$6,173DONATIONS
THE SUSTAINABILITY LABORATORY
PO BOX 1571NEW YORKNY10028263700268501(C)(3)$5,000DONATIONS
THE TRUSTEES OF RESERVATIONS
200 HIGH STREET 4TH FLOORBOSTONMA02110042105780501(C)(3)$10,000DONATIONS
THE WILDLANDS TRUST
675 LONG POND ROADPLYMOUTHMA02360042973205501(C)(3)$10,000DONATIONS
THOMPSON ISLAND OUTWARD BOUND EDUCATION
PO BOX 127BOSTONMA02127043027900501(C)(3)$7,500DONATIONS
THURGOOD MARSHALL COLLEGE FUND
901 F STREET NW NO 700WASHINGTONDC20004411750692501(C)(3)$15,000DONATIONS
TRINITY SCHOOL
4301 NORTHSIDE PARKWAY NWATLANTAGA30327581197585501(C)(3)$10,000DONATIONS
TRUSTEES OF AMHERST COLLEGE
PO BOX 5000AMHERSTMA01002042103542501(C)(3)$5,000DONATIONS
TRUSTEES OF PRINCETON UNIVERSITY
701 CARNEGIE CENTER SUITE 445PRINCETONNJ08540210634501501(C)(3)$6,000DONATIONS
TRUSTEES OF RESERVATIONS
200 HIGH STREET 4TH FLOORBOSTONMA02110042105780501(C)(3)$21,000DONATIONS
TRUSTEES OF THAYER ACADEMY
745 WASHINGTON STREETBRAINTREEMA02184042105781501(C)(3)$12,000DONATIONS
TUFTS UNIVERSITY
419 BOSTON AVEMEDFORDMA02155042103634501(C)(3)$10,000DONATIONS
UMASS MEDICAL SCHOOL FOUNDATION
333 SOUTH STREET SUITE 290SHREWBURYMA01545043108190501(C)(3)$5,000DONATIONS
UNITED WAY OF MASSACHUSETTS BAY
9 CHANNEL CENTER STREET 500BOSTONMA02210042382233501(C)(3)$26,000DONATIONS
UNIVERSITY OF MINNESOTA FOUNDATION
200 OAK STREET SE NO 500MINNEAPOLISMN55455416042488501(C)(3)$50,722DONATIONS
UNIVERSITY OF PITTSBURGH
3959 5TH AVEPITTSBURGHPA15213250965591501(C)(3)$25,000DONATIONS
USPC PEACE EDUCATION FUND
PO BOX 3002NEW HAVENCT06515814529281501(C)(3)$20,529DONATIONS
VANGUARD CHARITABLE ENDOWMENT PROGRAM
PO BOX 3075SOUTHEASTERNPA19398232888152501(C)(3)$209,051DONATIONS
VERMONT FOODBANK
33 PARKER ROADBARREVT05641223021942501(C)(3)$5,000DONATIONS
VINEYARD COMMITTEE ON HUNGER
PO BOX 4685VINEYARD HAVENMA02568800205106501(C)(3)$7,500DONATIONS
VINEYARD MONTESSORI SCHOOL
286 MAIN STREETVINEYARD HAVENMA02568042566645501(C)(3)$25,000DONATIONS
WGBH
1 GUEST STREETBOSTONMA02135042104397501(C)(3)$10,000DONATIONS
WINSOR SCHOOL
103 PILGRIM ROADBOSTONMA02215042105842501(C)(3)$102,000DONATIONS
WOMEN MAKE MOVIES
115 WEST 29TH STREET ROOM 1200NEW YORKNY10001132740460501(C)(3)$10,588DONATIONS
WOONSQUATUCKET VALLEY COMMUNITY BUILD
27 SIMS AVEPROVIDENCERI02909320015513501(C)(3)$5,000DONATIONS
WORLD CENTRAL KITCHEN
1342 FLORDIA AVE NWWASHINGTONDC20009273521132501(C)(3)$15,000DONATIONS
YALE UNIVERSITY
PO BOX 208239NEW HAVENCT06520060646973501(C)(3)$250,000DONATIONS
YOUTH CONTINUUM INC
141 VALLEY STREETNEW HAVENCT06515060848949501(C)(3)$8,000DONATIONS
FieldValueIRS element (for citing)
Total501c3 Org194Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION PERFORMS DUE DILIGENCE TO ENSURE THAT ALL GRANTEES ARE ELIGIBLE 501(C) (3) PUBLIC CHARITIES THAT ARE LIKELY TO USE GRANT FUNDS EXCLUSIVELY FOR CHARITABLE PURPOSES. FIDUCIARY TRUST CHARITABLE REQUIRES ALL GRANTEES TO USE GRANT FUNDS SOLELY FOR CHARITABLE PURPOSES. GRANTS CANNOT BE USED TO FULFILL PLEDGES OR PROVIDE INDIVIDUAL OR PRIVATE BENEFIT.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution456ContributionCnt
Noncash Contributions Rpt F990$16,808,287NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationFIDUCIARY CHARITABLE FOUNDATION UTILIZES FIDUCIARY TRUST TO SOLICIT, PROCESS, AND/OR SELL ITS NON-CASH CONTRIBUTIONS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE PRESIDENT, CFO, AND THE CURRENT TRUSTEES WERE PROVIDED A DRAFT OF FORM 990 FOR REVIEW AND COMMENT. FORM 990 WAS THEN FINALIZED AND SIGNED BY A TRUSTEE.
FORM 990, PART VI, SECTION B, LINE 12CIN ADDITION TO COMPLETING THE ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, COVERED PERSONS ARE REQUIRED TO DISCLOSE ACTUAL OR POTENTIAL CONFLICTS WHEN THEY ARISE. THE PROCEDURES FOR THE TRUSTEES TO EVALUATE CONFLICTS, APPROVE TRANSACTIONS, AND CARRY OUT ENFORCEMENT ARE SET FORTH IN THE POLICY.
FORM 990, PART VI, SECTION C, LINE 19OFFICE VISIT OR UPON REQUEST.