SHIPPY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SHIPPY FOUNDATION (EIN 20-4083744)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349102749
- 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
- Cash Deemed Charitable Expln Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T11:07:49-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135524538 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLARK ESTATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 | 204083744 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIPPY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O THE CLARK ESTATES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIP | BusinessNameControlTxt |
| Phone | 2129776900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID FARNSWORTH | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2129776900 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | FARNSWORTH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN QUILTY CTFA | PreparerPersonNm |
| PTIN | P01437690 | PTIN |
| Phone | 2129776900 | PhoneNum |
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 | $38,805,054 | 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 | $800,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19,360 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,360 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,906 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $556,339 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $115,144 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,511,663 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $613,101 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,240,209 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$55,603 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,190,619 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,133,197 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $71,275 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $71,275 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $584 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $584 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $32,900 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $82,095 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $65,671 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $306,633 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $253,128 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $66,480 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $460,587 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $352,283 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $137,755 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,034,033 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,039,995 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,494,620 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $352,283 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,177,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,304,001 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $780,914 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,029,751 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,102,774 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,102,774 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,499,962 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,252,175 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,031,610 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,014,654 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,362,912 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,807,204 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,716,806 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $13,731,148 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,630,359 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,970,820 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $32,875,948 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,571,947 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,805,054 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $32,875,948 | CapitalStockBOYAmt |
| Capital Stock EOY | $31,571,947 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,875,948 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,571,947 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,875,948 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,571,947 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,875,948 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,304,001 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $31,571,947 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,571,947 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 500000 T 1.375 2/29/20 | 2020-02-03 | 2020-02-29 | $500,000 | $500,000 | $0 | $0 | |
| 1000000 T 1.50 4/15/20 | 2019-12-11 | 2020-04-15 | $1,000,000 | $1,000,000 | $0 | $0 | |
| 500000 T 2.00 1/31/20 | 2019-08-01 | 2020-01-31 | $500,000 | $500,000 | $0 | $0 | |
| 821 VERIZON COMM | 2014-02-24 | 2020-08-18 | $48,727 | $38,603 | $10,124 | $10,124 | |
| 2300 VERIZON COMM | 2014-03-17 | 2020-08-18 | $136,507 | $106,698 | $29,809 | $29,809 | |
| 400 VERIZON COMM | 2014-03-24 | 2020-08-18 | $23,740 | $18,612 | $5,128 | $5,128 | |
| 2500 VERIZON COMM | 2014-04-24 | 2020-08-18 | $148,377 | $116,362 | $32,015 | $32,015 | |
| 2600 VERIZON COMM | 2017-05-17 | 2020-08-18 | $154,312 | $116,244 | $38,068 | $38,068 | |
| GENERATION IM GLOBAL EQUITY FD | $221,882 | $221,882 | P | ||||
| GENERATION IM GLOBAL EQUITY FD | $768,620 | $768,620 | P | ||||
| CLARK BP LLC | -$95,923 | -$95,923 | P | ||||
| CLARK BP LLC | -$158,380 | -$158,380 | P | ||||
| CBPS LLC | -$19,235 | -$19,235 | P | ||||
| CBPS LLC | -$13,860 | -$13,860 | P | ||||
| CLARK FUND LLC | -$215,430 | -$215,430 | P | ||||
| CLARK FUND LLC | -$3,161 | -$3,161 | P | ||||
| CLARK FOCUS LLC | -$213,701 | -$213,701 | P | ||||
| CLARK FOCUS LLC | -$23,251 | -$23,251 | P | ||||
| CLARK FOCUS II LLC | -$48,985 | -$48,985 | P | ||||
| CLARK FOCUS II LLC | $188,941 | $188,941 | P | ||||
| CWS LLC | -$7,546 | -$7,546 | P | ||||
| FEDERAL PARTNERS LP | -$35,248 | -$35,248 | P | ||||
| FEDERAL PARTNERS LP | $139,623 | $139,623 | P | ||||
| CLARK PARTNERS I LP | $13,611 | $13,611 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $613,101 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,855 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,855 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,855 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,794 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $28,794 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,939 | OverpaymentAmt |
| Applied To ES Tax | $17,939 | 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANTHONY J FASANO | IndividualWithBooksNm |
| Phone | 2129776900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANNE L PERETZ | ||||||||
| ONE ROCKEFELLER PLAZA 31ST FLOOR | NEW YORK | NY | 10020 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID L FARNSWORTH | ||||||||
| ONE ROCKEFELLER PLAZA 31ST FLOOR | NEW YORK | NY | 10020 | CHAIRMAN/DIRECTOR | 20.00 | $71,275 | $39,046 | $0 |
| ANNE E FARNSWORTH | ||||||||
| ONE ROCKEFELLER PLAZA 31ST FLOOR | NEW YORK | NY | 10020 | VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JESSE W PERETZ | ||||||||
| ONE ROCKEFELLER PLAZA 31ST FLOOR | NEW YORK | NY | 10020 | VICE PRES/TREASURER/DIRECT | 1.00 | $0 | $0 | $0 |
| EVGENIA S PERETZ | ||||||||
| ONE ROCKEFELLER PLAZA 31ST FLOOR | NEW YORK | NY | 10020 | VICE PRES,SECRETARY/DIRECT | 1.00 | $0 | $0 | $0 |
| RICHARD C VANISON | ||||||||
| ONE ROCKEFELLER PLAZA 31ST FLOOR | NEW YORK | NY | 10020 | ASST. TREASURER | 1.00 | $0 | $0 | $0 |
| WILLIAM T BURDICK | ||||||||
| ONE ROCKEFELLER PLAZA 31ST FLOOR | NEW YORK | NY | 10020 | ASST. SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLARK ESTATES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $265,700 | 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 | $31,072,104 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,317,757 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,389,861 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,389,861 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,000,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,389,861 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,569,493 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,569,493 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,855 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,805 | IncomeTaxAmt |
| Total Tax | $14,660 | TotalTaxAmt |
| Distributable Before Adj | $1,554,833 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,554,833 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,554,833 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,177,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,177,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,177,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,554,833 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $127,146 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $38,309 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $104,537 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $201,648 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $123,807 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $595,447 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,177,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,554,833 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,622,917 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,218,364 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $127,146 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,091,218 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,309 | ExcessFromYear4Amt |
| Excess From Year3 | $104,537 | ExcessFromYear3Amt |
| Excess From Year2 | $201,648 | ExcessFromYear2Amt |
| Excess From Year1 | $123,807 | ExcessFromYear1Amt |
| Excess From Current Year | $1,622,917 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AIDS SUPPORT GROUP CAPE COD | ||||||||
| 148A COMMERCIAL STREET | PROVINCETOWN | MA | 02657 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ALLIANCE FOR QUALITY EDUCATION | ||||||||
| 94 CENTRAL AVENUE | ALBANY | NY | 12206 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| ARLINGTON BOYS AND GIRLS CLUB | ||||||||
| 60 POND LANE | ARLINGTON | MA | 02474 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| BOSTON ARTS ACADEMY | ||||||||
| 11 CHARLES STREET | DORCHESTER | MA | 02122 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| BOSTON COLLEGIATE CHARTER SCHOOL FOUNDATION | ||||||||
| 215 SYDNEY STREET | DORCHESTER | MA | 02125 | NONE | PC | GENERAL SUPPORT | $60,000 | |
| BOSTON DEBATE LEAGUE | ||||||||
| 1542 TREMONT STREET | BOSTON | MA | 02120 | NONE | PC | GENERAL SUPPORT | $60,000 | |
| BOSTON EDUCATION DEVELOPMENT FOUNDATION INC | ||||||||
| 7 PALMER STREET 2ND FLOOR | BOSTON | MA | 02119 | NONE | PC | ORCHARD GARDENS K-8 PILOT SCHOOL | $65,073 | |
| BOSTON PREPARATORY CHARTER PUBLIC SCHOOL | ||||||||
| 885 RIVER STREET | HYDE PARK | MA | 02136 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| BOTTOM LINE | ||||||||
| 500 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| BOWERY MISSION IN NYC | ||||||||
| 355 LEXINGTON AVENUE FLOOR 19 | NEW YORK | NY | 10017 | NONE | SO I | GENERAL SUPPORT | $45,000 | |
| BREAKTHROUGH NEW YORK INC | ||||||||
| 123 WILLIAM STREET 4TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| BRONX COMMUNITY CHARTER SCHOOL | ||||||||
| 3170 WEBSTER AVENUE | BRONX | NY | 10467 | NONE | PC | GENERAL SUPPORT | $35,000 | |
| BUILD BOSTON | ||||||||
| 711 ATLANTIC AVENUE 6TH FLOOR | BOSTON | MA | 02111 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| CITY HARVEST | ||||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL SUPPORT | $275,000 | |
| CITY SQUASH INC | ||||||||
| 602 E 187TH STREET 204 | BRONX | NY | 10458 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| CITYMEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| COMMONWEALTH SCHOOL INC | ||||||||
| 151 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| COMMUNITIES IN SCHOOLS OF CHICAGO | ||||||||
| 815 W VAN BUREN STREET 300 | CHICAGO | IL | 60607 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| CONCORD ACADEMY | ||||||||
| 166 MAIN STREET | CONCORD | MA | 01742 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| COOLIDGE CORNER THEATER FOUNDATION | ||||||||
| 290 HARVARD STREET | BROOKLINE | MA | 02446 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| EPIPHANY SCHOOL | ||||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | NONE | PC | GENERAL SUPPORT | $45,000 | |
| ETHOS MEALS ON WHEELS | ||||||||
| 555 ARMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | PC | GENERAL SUPPORT | $60,000 | |
| FENWAY HIGH SCHOOL FUND | ||||||||
| 67 ALLEGHANY STREET | BOSTON | MA | 02120 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| FOOD BANK FOR NEW YORK CITY | ||||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $175,000 | |
| FOOD LINK INC | ||||||||
| 32 OLDHAM ROAD | ARLINGTON | MA | 02474 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| GEMS (GIRLS EDUCATION AND MENTORING SERVICES INC) | ||||||||
| 201 WEST 148TH STREET GROUND FLOOR | NEW YORK | NY | 10039 | NONE | PC | GENERAL SUPPORT | $7,500 | |
| GREATER BOSTON FOOD BANK | ||||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | NONE | PC | GENERAL SUPPORT | $200,000 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| HEALTH RESEARCH INC | ||||||||
| 150 BROADWAY SUITE 560 | MENANDS | NY | 12204 | NONE | PC | GOVERNOR'S FIRST RESPONDERS FUND | $65,000 | |
| HELPING OUR WOMEN | ||||||||
| 34 CONWELL STREET | PROVINCETOWN | MA | 02657 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| HOWARD BROWN HEATLH CENTER | ||||||||
| 4025 N SHERIDAN ROAD | CHICAGO | IL | 60613 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| INTERFAITH POWER & LIGHT | ||||||||
| 369 PINE STREET SUITE 700 | SAN FRANCISCO | CA | 94101 | NONE | PC | GENERAL SUPPORT & REGENERATION PROJECT | $12,000 | |
| JOY J INITIATIVE | ||||||||
| 152 WEST 71ST STREET | NEW YORK | NY | 10023 | NONE | PC | FEED THE FRONTLINES | $25,000 | |
| JUBILEE JUMPSTART INC | ||||||||
| 2525 ONTARIO ROAD NW B | WASHINGTON | DC | 20009 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| KIDS IN NEED DISTRIBUTION INC | ||||||||
| 6917 ARLINGTON ROAD 302 | BETHESDA | MD | 20814 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| LAKEVIEW PANTRY | ||||||||
| 3945 N SHERIDAN ROAD | CHICAGO | IL | 60613 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| LEGAL OUTREACH | ||||||||
| 36-14 35TH STREET | LONG ISLAND CITY | NY | 11106 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| MARIN SHAKESPEARE COMPANY | ||||||||
| PO BOX 4053 | SAN RAFAEL | CA | 94913 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| METROPOLITAN WATERWORKS MUSEUM INC | ||||||||
| 2450 BEACON STREET | BOSTON | MA | 02467 | NONE | PC | GENERAL SUPPORT | $8,000 | |
| MIL MILAGROS | ||||||||
| 400 ATLANTIC AVENUE | BOSTON | MA | 02110 | NONE | PC | GUATEMALA PROJECT AND GENERAL SUPPORT | $25,000 | |
| MINDS MATTER OF SAN FRANCISCO | ||||||||
| PO BOX 2511 | SAN FRANCISCO | CA | 94126 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| MOTT HAVEN ACADEMY CHARTER SCHOOL | ||||||||
| 170 BROWN PLACE | BRONX | NY | 10454 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| NATIONAL DOMESTIC WORKER'S ALLIANCE | ||||||||
| 243 5TH AVENUE 257 | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PC | JAMES BEARD FOUNDATION FOOD AND BEVERAGE INDUSTRY RELIEF FUND | $10,000 | 300 |
| NEW YORK CITY URBAN DEBATE LEAGUE | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| NEW YORKERS FOR CHILDREN | ||||||||
| 450 SEVENTH AVENUE SUITE 403 | NEW YORK | NY | 10123 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| NPOWER INC | ||||||||
| 55 WASHINGTON STREET SUITE 560 | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| OUTER CAPE HEALTH SERVICES INC | ||||||||
| PO BOX 598 | HARWICH PORT | MA | 02646 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| PASSIM FOLK MUSIC AND CULTURAL CENTER | ||||||||
| 26 CHURCH STREET SUITE 300 | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| PAYOMET PERFORMING ARTS CENTER | ||||||||
| PO BOX 1202 | TURO | MA | 02666 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| PEACE ACTION EDUCATION FUND | ||||||||
| 8630 FENTON STREET SUITE 524 | SILVER SPRING | MD | 20910 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| PEACE FIRST | ||||||||
| 25 KINGSTON STREET 6TH FLOOR | BOSTON | MA | 02111 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| PEN AMERICA | ||||||||
| 588 BROADWAY SUITE 303 | NEW YORK | NY | 10012 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| PHILLIPS BROOKS HOUSE | ||||||||
| 1 HARVARD YARD | CAMBRIDGE | MA | 02138 | NONE | PC | HSHS - HARVARD SQUARE HOMELESS SHELTER | $5,000 | |
| REFUGEPOINT | ||||||||
| 689 MASSACHUSSETS AVENUE | CAMBRIDGE | MA | 02139 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| RISE ACADEMY | ||||||||
| 263 HUNTINGTON AVENUE SUITE 323 | BOSTON | MA | 02115 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| ROCKING THE BOAT INC | ||||||||
| 812 EDGEWATER ROAD | BRONX | NY | 10474 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| ROW NEW YORK | ||||||||
| 252 WEST 37TH STREET 4TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| SAINT ANN'S SCHOOL | ||||||||
| 129 PIERREPONT STREET | BROOKLYN HEIGHTS | NY | 11201 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| SCHOLAR ATHLETES INC | ||||||||
| 65 ALLERTON STREET | BOSTON | MA | 02119 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| SKIP (SOUP KITCHEN IN PROVINCETOWN) | ||||||||
| PO BOX 538 | PROVINCETOWN | MA | 02657 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| STREET LAB INC | ||||||||
| 280 NEVINS STREET STE 2-9 | BROOKLYN | NY | 11217 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| STUDENT LEADERSHIP NETWORK INC | ||||||||
| 322 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $78,960 | |
| SUMMER SEARCH | ||||||||
| 90 BROAD STREET SUITE 701 | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $35,000 | |
| TEACH FOR AMERICA INC | ||||||||
| 60 CANAL STREET 5TH FLOOR | BOSTON | MA | 02114 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| THE ART OF PROBLEM SOLVING INITIATIVE INC | ||||||||
| 55 EXCHANGE PLACE SUITE 603 | NEW YORK | NY | 10005 | NONE | PC | BEAM | $50,000 | |
| THE BOSTON FOUNDATION INC | ||||||||
| 75 ARLINGTON STREET 3RD FLOOR | BOSTON | MA | 02116 | NONE | PC | MA COVID 19 RELIEF FUND | $100,000 | |
| THE CHICAGO DEBATE COMMISSION | ||||||||
| PO BOX A3464 | CHICAGO | IL | 60690 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| THE COMMONS | ||||||||
| 46 BRADFORD STREET | PROVINCETOWN | MA | 02657 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| THE NEW YORK OPPORTUNITY NETWORK INC | ||||||||
| 85 BROAD STREET 6TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $60,000 | |
| THE OLIVER SCHOLARS PROGRAM INC | ||||||||
| 80 MAIDEN LANE 7TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| THE PARENTING JOURNEY | ||||||||
| 366 SOMERVILLE AVENUE | SOMERVILLE | MA | 02143 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| THE WRITING REVOLUTION INC | ||||||||
| 22 COURTLAND STREET 33RD FLOOR | NEW YORK | NY | 10007 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| UNITED POLICYHOLDERS | ||||||||
| 381 BUSH STREET 8TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL SUPPORT | $7,000 | |
| URBAN ASSEMBLY INC | ||||||||
| 90 BROAD STREET 2101 | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| URBAN DOVE INC | ||||||||
| 21-21 41ST AVENUE SUITE 2-D | LONG ISLAND CITY | NY | 11101 | NONE | PC | GENERAL SUPPORT | $35,000 | |
| WEST END HOUSE INC | ||||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| Y2Y NETWORK INC | ||||||||
| 103 LEWIS AVENUE | WALPOLE | MA | 02081 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| YOUTHBUILD BOSTON INC | ||||||||
| 27 CENTRE STREET | BOSTON | MA | 02119 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| ZUCKER SCHOOL OF MEDICINE | ||||||||
| 500 HOFSTRA UNIVERSITY | HEMPSTEAD | MA | 02119 | NONE | PC | MEDICAL SCHOLARS PIPELINE PROGRAM | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,034,033 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,360 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,906 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,240,209 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $115,144 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,390,619 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,390,619 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP FLETCHER FOUNDATION INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 380188 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022380188 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $800,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | CASH AMOUNTS EQUAL TO BUDGETED ANNUAL CHARITABLE PAYOUTS ARE MAINTANIED. | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $2,807,204 | EOYBookValueAmt |
| EOYFMV | $2,716,806 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK | StockNm |
| EOY Book Value | $12,031,610 | EOYBookValueAmt |
| EOYFMV | $16,014,654 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PRIVATE EQUITY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $13,630,359 | BookValueAmt |
| EOYFMV | $16,970,820 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEE | $265,700 | $239,130 | $26,570 |
| CUSTODY FEE | $1,023 | $1,023 | $0 |
| MISCELLANEOUS | $532 | $0 | $532 |
| PARTNERSHIP K-1 | $0 | $12,975 | $0 |
| MEDICAL INSURANCE | $39,046 | $0 | $39,046 |
| OTHER INSURANCE | $332 | $0 | $332 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INVESTMENT INCOME | $1,159,114 | $0 | $1,159,114 |
| PARTNERSHIP OTHER INCOME | $81,095 | -$106,523 | $81,095 |
| ROYALTIES K-1 INCOME | $0 | $50,920 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $584 | Amt |
| Net Investment Income | $584 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $53,713 | $0 | $0 |
| FOREIGN TAX PD | $0 | $65,671 | $0 |
| PAYROLL TAX | $28,382 | $0 | $0 |
Comments