BETA

FOUNDATION M: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION M (EIN 04-3559359)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-01-31
IRS object ID
202030319349100003
Schema version
2018v3.1
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)
Return2020-01-31T10:24:07-06:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043191789PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MP PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE MONARCH PLACE STE 900AddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP011444011ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043559359EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION MBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone9784759028PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 3219AddressLine1Txt
CityANDOVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP018100804ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCASPER MARTINPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9784759028PhoneNum
Signature2020-01-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA G BEHANPreparerPersonNm
PTINP00633676PTIN
Phone4137391800PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,176,336FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$311,732DividendsRevAndExpnssAmt
Dividends Net Invst Incm$311,732DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$196,636NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,862,257GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$196,636CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$16,963OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$16,963OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$525,331TotalRevAndExpnssAmt
Total Net Invst Incm$525,331TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$12,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$6,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$6,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$81,146OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$81,146OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$14,764TaxesRevAndExpnssAmt
Taxes Net Invst Incm$9,742TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$776OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$113,186TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$99,138TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$726,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$726,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$839,686TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$99,138TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$732,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$314,355ExcessRevenueOverExpensesAmt
Net Investment Income$426,193NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$17,863CashBOYAmt
Cash EOY$13,449CashEOYAmt
Cash EOYFMV$13,449CashEOYFMVAmt
Sav And Temp Cash Invst BOY$858,040SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$499,404SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$499,404SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$183,635USGovernmentObligationsBOYAmt
US Government Obligations EOY$75,891USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$75,237USGovtObligationsEOYFMVAmt
Corporate Stock BOY$9,429,662CorporateStockBOYAmt
Corporate Stock EOY$9,454,246CorporateStockEOYAmt
Corporate Stock EOYFMV$14,683,345CorporateStockEOYFMVAmt
Corporate Bonds BOY$574,413CorporateBondsBOYAmt
Corporate Bonds EOY$554,664CorporateBondsEOYAmt
Corporate Bonds EOYFMV$554,672CorporateBondsEOYFMVAmt
Other Investments BOY$25,007OtherInvestmentsBOYAmt
Other Investments EOY$50,020OtherInvestmentsEOYAmt
Other Investments EOYFMV$49,992OtherInvestmentsEOYFMVAmt
Other Assets BOY$173,646OtherAssetsBOYAmt
Other Assets EOY$300,237OtherAssetsEOYAmt
Other Assets EOYFMV$300,237OtherAssetsEOYFMVAmt
Total Assets BOY$11,262,266TotalAssetsBOYAmt
Total Assets EOY$10,947,911TotalAssetsEOYAmt
Total Assets EOYFMV$16,176,336TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$11,262,266RetainedEarningBOYAmt
Retained Earning EOY$10,947,911RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$11,262,266TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,947,911TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,262,266TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,947,911TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,262,266TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$314,355ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$10,947,911SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,947,911TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
LOSS ON DISPOSITION-WATER PLANET FILMP2017-01-012018-06-30$37,811-$37,811-$37,811
HARRIS ASSOCIATES-AVAILABLE UPON REQUESTP2017-07-012018-06-30$806,234-$93,576-$93,576$712,658
HARRIS ASSOCIATES-AVAILABLE UPON REQUESTP2017-01-012018-06-30$1,392,753$201,549$201,549$1,594,302
REYNDERS MCVEIGH-AVAILABLE UPON REQUESTP2017-09-202018-06-30$22,625-$3,884-$3,884$18,741
REYNDERS MCVEIGH-AVAILABLE UPON REQUESTP2017-01-012018-06-30$406,198$130,358$130,358$536,556
FieldValueIRS element (for citing)
Capital Gain Net Income$196,636CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$701,600AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$15,508,995NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045238DistributionYr1Rt
Adjusted Qlfy Distri Yr2$637,100AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$13,868,366NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045939DistributionYr2Rt
Adjusted Qlfy Distri Yr3$663,734AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$12,941,411NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051288DistributionYr3Rt
Adjusted Qlfy Distri Yr4$568,600AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$13,928,465NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.040823DistributionYr4Rt
Adjusted Qlfy Distri Yr5$584,600AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$11,858,388NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049298DistributionYr5Rt
Total Distribution0.232586TotalDistributionRt
Average Distribution0.046517AverageDistributionRt
Net Vl Noncharitable Assets$15,238,197NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$708,835AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,262NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$713,097AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$732,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$4,262InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,262SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,262TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$9,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$9,000TotalPaymentsAndCreditsAmt
Es Penalty$175EsPenaltyAmt
Overpayment$4,563OverpaymentAmt
Applied To ES Tax$4,563AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCASPER MARTINIndividualWithBooksNm
Phone6172269999PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O REYNDERS MCVEIGH 121 HIGH STAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CASPER MARTIN
C/O REYNDERS MCVEIGH 121 HIGH STBOSTONMA02110TRUSTEE2.00$0$0$0
LINDA WOOLFORD
C/O REYNDERS MCVEIGH 121 HIGH STBOSTONMA02110TRUSTEE8.00$12,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$14,353,675AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,116,576AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,470,251TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,470,251AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$232,054CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,238,197NetVlNoncharitableAssetsAmt
Minimum Investment Return$761,910MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$761,910MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,262TaxBasedOnInvestmentIncomeAmt
Total Tax$4,262TotalTaxAmt
Distributable Before Adj$757,648DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$757,648DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$757,648DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$732,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$732,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$4,262PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$728,238AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$757,648DistributableAsAdjustedAmt
Undistributed Income PY$720,350UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$732,500QualifyingDistributionsAmt
Applied To Year1$720,350AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,150AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$745,498UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCASPER MARTINContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD STREETNEW YORKNY10004GENERAL PURPOSE$50,000
ANDOVER COMMITTEE FOR A BETTER CHANCE INC
PO BOX 212ANDOVERMA01810GENERAL PURPOSE$7,000
ANIMAL RESCUE LEAGUE OF BOSTON
10 CHANDLER STREETBOSTONMA02116GENERAL PURPOSE$2,500
APPALACHIAN MOUNTAIN CLUB
10 CITY SQUAREBOSTONMA02129GENERAL PURPOSE$50,000
ATHOL AREA YMCA
545 MAIN STREETATHOLMA01331GENERAL PURPOSE$4,000
AUDUBON VERMONT
255 SHERMAN HOLLOW ROADHUNTINGTONVT05462GENERAL PURPOSE$30,000
BOYS & GIRLS CLUB OF LYNN
25 N COMMON STREETLYNNMA01902GENERAL PURPOSE$6,000
BOYS & GIRLS CLUBGREATER HAVERHILL
55 EMERSON STREETHAVERHILLMA01831GENERAL PURPOSE$6,000
BOYS & GIRLS CLUBLAWRENCE
136 WATER STREETLAWRENCEMA01841GENERAL PURPOSE$15,000
BREAD & ROSES COMMUNITY FUND
1315 WALNUT ST SUITE 1300PHILADELPHIAPA19107GENERAL PURPOSE$5,000
COMMUNITY ART CENTER
119 WINDSOR STREETCAMBRIDGEMA02139GENERAL PURPOSE$10,000
COMMUNITY INROADS INC
190 ACADEMY ROADNORTH ANDOVERMA01845GENERAL PURPOSE$7,000
DANIELSON INSTITUTE
185 BAY STATE ROADBOSTONMA02215GENERAL PURPOSE$10,000
DISMAS HOUSE OF MASSACHUSETTS
PO BOX 30125WORCESTERMA01603GENERAL PURPOSE$10,000
DOCTORS WITHOUT BORDERS USA
333 SEVENTH AVE 2ND FLNEW YORKNY10001GENERAL PURPOSE$35,000
ELIZABETH STONE HOUSE
8 NOTRE DAME STROXBURYMA02119GENERAL PURPOSE$7,000
ELLIS MEMORIAL AND ELDREDGE HOUSE
95 BERKELEY STREET STE 310BOSTONMA02117GENERAL PURPOSE$8,000
EQUINE ADVOCATES
PO BOX 354CHATHAMNY12037GENERAL PURPOSE$10,000
ESSEX ART CENTER
56 ISLAND STREETLAWRENCEMA01840GENERAL PURPOSE$6,000
ESSEX CO COMMUNITY FOUNDATION
175 ANDOVER STREET STE 101DANVERSMA01923GENERAL PURPOSE$5,000
FAMILIES FIRST PARENTING PROGRAMS
99 BISHOP ALLEN DRIVECAMBRIDGEMA02139GENERAL PURPOSE$10,000
FAMILY SERVICES OF MERRIMACK VALLEY
430 NORTH CANAL STREETLAWRENCEMA01840GENERAL PURPOSE$15,000
FIDELITY CHARITABLE GIFT FUND
PO BOX 55158BOSTONMA02205GENERAL PURPOSE$55,000
GREATER BOSTON FOODBANK
70 SOUTH BAY AVENUEBOSTONMA02118GENERAL PURPOSE$5,000
HAMPSHIRE REGIONAL YMCA
286 PROSPECT STREETNORTHAMPTONMA01060GENERAL PURPOSE$4,000
HEALING ABUSE WORKING FOR CHANGE
27 CONGRESS ST STE 201SALEMMA01970GENERAL PURPOSE$5,000
INTERFAITH SOCIAL SERVICES
105 ADAMS STREETQUINCYMA02169GENERAL PURPOSE$7,000
INTERNATIONAL FUND FOR ANIMAL WELFARE
290 SUMMER STREETYARMOUTH PORTMA02675GENERAL PURPOSE$15,000
LAWRENCE COMMUNITY WORKS
168 NEWBURY STREETLAWRENCEMA01841GENERAL PURPOSE$12,500
LAZARUS HOUSE
PO BOX 408LAWRENCEMA01842GENERAL PURPOSE$6,000
LOWELL HUMANE SOCIETY
951 BROADWAY STREETLOWELLMA01854GENERAL PURPOSE$5,000
MALDEN YMCA
99 DARTMOUTH STREETMALDENMA02148GENERAL PURPOSE$5,000
MASSACHUSETTS ADVOCATES FOR CHILDREN
25 KINGSTON STREET 2FBOSTONMA02111GENERAL PURPOSE$8,000
MASSACHUSETTS ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED
200 IVY STREETBROOKLINEMA02446GENERAL PURPOSE$5,000
MERRIMACK RIVER FELINE RESCUE
63 ELM STREETSALISBURYMA01952GENERAL PURPOSE$10,000
MERRIMACK VALLEY HOUSING PARTNERSHIP
67 MIDDLE STREET 501LOWELLMA01852GENERAL PURPOSE$5,000
MERRIMACK VALLEY YMCA
360 MERRIMACK STREETLAWRENCEMA01843GENERAL PURPOSE$18,000
MSPCA
350 SOUTH HUNTINGTON AVENUEBOSTONMA02130GENERAL PURPOSE$10,000
NATIONAL BRAILLE PRESS
P88 ST STEPHEN STREETBOSTONMA02115GENERAL PURPOSE$17,500
NEW ENGLAND AQUARIUM
CENTRAL WHARFBOSTONMA02110GENERAL PURPOSE$10,000
NEW ENGLAND PRIMATE CONSERVANCY
PO BOX 23MERRIMACKMA01860GENERAL PURPOSE$6,000
NEW ENGLAND WILDLIFE CENTER INC
500 COLUMBIAN STREETSOUTH WEYMOUTHMA02190GENERAL PURPOSE$30,000
OCEAN ALLIANCE
32 HORTON STREETGLOUCESTERMA01930GENERAL PURPOSE$10,000
PATHWAYS FOR CHILDREN
29 EMERSON AVENUEGLOUCESTERMA01930GENERAL PURPOSE$10,000
PROJECT LEARN INC
8 KIRK STREETLOWELLMA01852GENERAL PURPOSE$5,000
RAISING A READER MA
9B HAMILTON PLACE 3RD FLBOSTONMA02108GENERAL PURPOSE$10,000
ROSIE'S PLACE
839 HARRISON AVENUEBOSTONMA02118GENERAL PURPOSE$20,000
SCHOOL ON WHEELS OF MA
790 WEST CHESTNUT STREETBROCKTONMA023013052GENERAL PURPOSE$10,000
THE SAMARITAN INSTITUTE
2606 SOUTH COLORADO BLVD STE 380DENVERCO80222GENERAL PURPOSE$25,000
UNION OF CONCERNED SCIENTISTS
2 BRATTLE SQUARECAMBRIDGEMA02138GENERAL PURPOSE$40,000
VERMONT COLLEGE OF FINE ARTS
36 COLLEGE STREETMONTPELIERVT05602GENERAL PURPOSE$25,000
WALTHAM FIELDS COMMUNITY FARM
240 BEAVER STREETWALTHAMMA02452GENERAL PURPOSE$11,000
WOMEN'S LUNCH PLACE
67 NEWBURY STREETBOSTONMA02116GENERAL PURPOSE$8,000
YMCA-METRO NORTH
2 CENTENNIAL DRIVEPEABODYMA01960GENERAL PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$726,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$311,732ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion41ExclusionCd
Exclusion$16,963ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$196,636ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$525,331ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$525,331TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$4,500Amt
Net Investment Income$2,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDS - REYNDERSBondNm
EOY Book Value$554,664EOYBookValueAmt
EOYFMV$554,672EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COMMON STOCKS - HARRIS$6,915,201$9,209,189
FOREIGN COMMON STOCKS - HARRIS$206,962$947,800
COMMON STOCKS - REYNDERS$2,332,083$4,526,356

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$75,891USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$75,237USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER - REYNDERSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$50,020BookValueAmt
EOYFMV$49,992EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESTMENTS - PARTNERSHIPS$173,646$221,240$221,240
INVESTMENT-COMMONFUND CAPITAL PARTNERS$78,997$78,997

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES & OTHER FEES$381$0$0
MASS FILING FEE$125$0$0
POSTAGE EXPENSE$234$0$0
PENALTY$36$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PARTNERSHIP INCOME/(LOSS)-WINDSAIL CREDIT$13,036$13,036$13,036
PARTNERSHIP DISTRIBUTION-WATER PLANET$130$130$130
OTHER INCOME$4,000$4,000$4,000
PARTNERSHIP INCOME/(LOSS)-COMMONFUND CAP PTNRS VII-$203-$203-$203

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT CUSTODIAN FEESCategoryTxt
Amt$81,146Amt
Net Investment Income$81,146NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$9,742$9,742$0
TAXES PAID - 2018$5,022$0$0

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