JAMPART CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JAMPART CHARITABLE TRUST (EIN 23-7009635)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-29
- IRS object ID
- 202502419349100315
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-29T17:27:14-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042689883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237009635 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMPART CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAMP | BusinessNameControlTxt |
| Phone | 6173382590 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO TPI 75 ARLINGTON STREET 710 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN HECHT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6173382590 | PhoneNum |
| Signature | 2025-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HILLARY BURR CPA | PreparerPersonNm |
| PTIN | P00910379 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2025-08-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $80,407,331 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $309,451 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $309,451 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,408,623 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,182,451 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,408,623 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $322 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $322 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,718,396 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,718,396 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $173,997 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,777 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $132,220 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $75,030 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,405 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,773 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,632 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $272,432 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,580 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $150,852 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,772,432 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,580 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,650,852 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,945,964 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,671,816 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $781,592 | CashBOYAmt |
| Cash EOY | $4,308,313 | CashEOYAmt |
| Cash EOYFMV | $4,308,313 | CashEOYFMVAmt |
| Corporate Stock BOY | $63,878,289 | CorporateStockBOYAmt |
| Corporate Stock EOY | $66,012,455 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $66,012,455 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,887,394 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,123,402 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,123,402 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,157,626 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $963,161 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $963,161 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $71,704,901 | TotalAssetsBOYAmt |
| Total Assets EOY | $80,407,331 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $80,407,331 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $71,704,901 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $80,407,331 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $71,704,901 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $80,407,331 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $71,704,901 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $80,407,331 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $71,704,901 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,945,964 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,756,466 | OtherIncreasesAmt |
| Subtotal | $80,407,331 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $80,407,331 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY #9512 | P | $10,146,067 | $4,587,158 | $5,558,909 | $5,558,909 |
| K-1 LTCG | P | $33,302 | $33,302 | $33,302 | |
| K-1 STCG | P | $599 | -$599 | -$599 | |
| CHOATE #1311 | P | $130,837 | -$130,837 | -$130,837 | |
| K-1 QSBS EXCLUSION | P | $52,152 | -$52,152 | -$52,152 | |
| DISPOSITION OF NEW ENTERPRISE ASSOCIATES 9 | P | $3,082 | $3,082 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,408,623 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $78,838 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $78,838 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $78,838 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $77,406 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $112,406 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $21 | EsPenaltyAmt |
| Overpayment | $33,547 | OverpaymentAmt |
| Applied To ES Tax | $33,547 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JONATHAN HECHT | IndividualWithBooksNm |
| Phone | 6173382590 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TPI 75 ARLINGTON STREET STE 710 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT E KASS | |||||||||
| C/O THE PHILANTHROPIC INITIATIVE 75 | ARLINGTON ST SUITE 710 | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES E KASS | |||||||||
| C/O THE PHILANTHROPIC INITIATIVE 75 | ARLINGTON ST SUITE 710 | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NANCY E KASS | |||||||||
| C/O THE PHILANTHROPIC INITIATIVE 75 | ARLINGTON ST SUITE 710 | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANNE HECHT | |||||||||
| C/O THE PHILANTHROPIC INITIATIVE 75 | ARLINGTON ST SUITE 710 | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JONATHAN HECHT | |||||||||
| C/O THE PHILANTHROPIC INITIATIVE 75 | ARLINGTON ST SUITE 710 | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| THOMAS D HECHT | |||||||||
| C/O THE PHILANTHROPIC INITIATIVE 75 | ARLINGTON ST SUITE 710 | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PETER M HECHT | |||||||||
| C/O THE PHILANTHROPIC INITIATIVE 75 | ARLINGTON ST SUITE 710 | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT M HECHT | |||||||||
| C/O THE PHILANTHROPIC INITIATIVE 75 | ARLINGTON ST SUITE 710 | BOSTON | MA | 02116 | TRUSTEE | 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 PHILANTHROPIC INITIATIVE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 ARLINGTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADMINISTRATION FEE | ServiceTypeTxt |
| Compensation | $132,220 | 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 | $76,137,229 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,471,184 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,038,883 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $79,647,296 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $79,647,296 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,194,709 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $78,452,587 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,922,629 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,922,629 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $78,838 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $78,838 | TotalTaxAmt |
| Distributable Before Adj | $3,843,791 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,843,791 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,843,791 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,650,852 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,650,852 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,843,791 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,390,890 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,650,852 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,390,890 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $259,962 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,583,829 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMALGAMATED CHARITABLE FOUNDATION | |||||||
| 1825 K ST NW | WASHINGTON | DC | 20006 | NOT RELATED | PC | CHARITABLE | $125,000 |
| ASSEMBLE | |||||||
| 4824 PENN AVE | PITTSBURGH | PA | 15224 | NOT RELATED | PC | CHARITABLE | $50,000 |
| BALTIMORE SYMPHONY ORCHESTRA | |||||||
| 1212 CATHEDRAL ST | BALTIMORE | MD | 21201 | NOT RELATED | PC | CHARITABLE | $50,000 |
| CENTER FOR URBAN FAMILIES | |||||||
| 2201 N MONROE ST | BALTIMORE | MD | 21217 | NOT RELATED | PC | CHARITABLE | $40,000 |
| CITIZEN SCIENCE LAB | |||||||
| 1699 WASHINGTON ROAD SUITE 200 | PITTSBURGH | PA | 15228 | NOT RELATED | PC | CHARITABLE | $75,000 |
| CODE IN THE SCHOOLS | |||||||
| 21 E NORTH AVE | BALTIMORE | MD | 21202 | NOT RELATED | PC | CHARITABLE | $25,000 |
| ENTREPRENEURSHIP FOR ALL | |||||||
| 175 CABOT STREET SUITE 310 | LOWELL | MA | 01854 | NOT RELATED | PC | CHARITABLE | $15,000 |
| FAMILY NURTURING CENTER OF MASSACHUSETTS | |||||||
| 200 BOWDION STREET | DORCHESTER | MA | 02122 | NOT RELATED | PC | CHARITABLE | $25,000 |
| FREEDOM READS | |||||||
| 2666 STATE STREET SUITE 5A | HAMDEN | CT | 06517 | NOT RELATED | PC | CHARITABLE | $250,000 |
| GOUCHER COLLEGE | |||||||
| 1021 DULANEY VALLEY ROAD | BALTIMORE | MD | 21204 | NOT RELATED | PC | CHARITABLE | $105,000 |
| LOCAL INITIATIVES SUPPORT CORP | |||||||
| 28 LIBERTY STREET 34TH FLOOR | NEW YORK | NY | 10005 | NOT RELATED | PC | CHARITABLE | $150,000 |
| MASSACHUSETTS CLIMATE ACTION NETWORK | |||||||
| 14 CUSHING AVENUE | DORCHESTER | MA | 02125 | NOT RELATED | PC | CHARITABLE | $65,000 |
| PA ALLIANCE FOUNDATION | |||||||
| 1528 WALNUT ST SUITE 808 | PHILADELPHIA | PA | 19102 | NOT RELATED | PC | CHARITABLE | $436,000 |
| STEM CODING LAB | |||||||
| 800 VINIAL ST STE A200 | PITTSBURGH | PA | 15212 | NOT RELATED | PC | CHARITABLE | $75,000 |
| THE BOSTON FOUNDATION | |||||||
| 75 ARLINGTON STREET 3RD FLOOR | BOSTON | MA | 02116 | NOT RELATED | PC | CHARITABLE | $110,000 |
| YMCA OF GREATER PITTSBURGH | |||||||
| 680 ANDERSON DR STE 400 | PITTSBURGH | PA | 15220 | NOT RELATED | PC | CHARITABLE | $68,000 |
| YOUTH GUIDANCE | |||||||
| 50 MILK ST 16TH FLOOR | BOSTON | MA | 02109 | NOT RELATED | PC | CHARITABLE | $50,000 |
| ADVANCED ENERGY INSTITUTE | |||||||
| 1801 PENNSYLVANIA AVE NW SUITE 410 | WASHINGTON | DC | 20006 | NOT RELATED | PC | CHARITABLE | $61,000 |
| BLACK WOMEN BUILD BALTIMORE | |||||||
| PO BOX 16564 | BALTIMORE | MD | 21217 | NOT RELATED | PC | CHARITABLE | $50,000 |
| FUSION PARTNERSHIPS INC | |||||||
| 1601 GUILFORD AVE 2 SOUTH | BALTIMORE | MD | 21202 | NOT RELATED | PC | CHARITABLE | $75,000 |
| CARBON LEADERSHIP FORUM | |||||||
| 607 CERRILLOS RD STE G | SANTA FE | NM | 87505 | NOT RELATED | PC | CHARITABLE | $155,000 |
| SPOTLIGHT PA | |||||||
| PO BOX 11728 | HARRISBURG | PA | 171081728 | NOT RELATED | PC | CHARITABLE | $100,000 |
| WISCONSIN CENTER FOR INVESTIGATIVE JOURNALISM | |||||||
| PO BOX 5079 | MILWAUKEE | MN | 53205 | NOT RELATED | PC | CHARITABLE | $100,000 |
| MICHIGAN CIVIC EDUCATION FUND | |||||||
| 28342 DARTMOUTH ST | MADISON HEIGHTS | MI | 48071 | NOT RELATED | PC | CHARITABLE | $200,000 |
| MARYLAND LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | |||||||
| 30 WEST STREET SUITE C | ANNAPOLIS | MD | 21401 | NOT RELATED | PC | CHARITABLE | $100,000 |
| TIDES FOUNDATION | |||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 941290907 | NOT RELATED | PC | CHARITABLE | $300,000 |
| ASIAN AMERICANS ADVANCING JUSTICE ATLANTA | |||||||
| 5680 OAKBROOK PARKWAY SUITE 148 | NORCROSS | GA | 30093 | NOT RELATED | PC | CHARITABLE | $135,000 |
| OUTLIER MEDIA DETRIOT | |||||||
| 440 BURROUGHS ST | DETRIOT | MI | 48202 | NOT RELATED | PC | CHARITABLE | $100,000 |
| NEW ENGLAND GRASSROOTS ENVIRONMENT FUND | |||||||
| PO BOX 611 | NEWMARKET | NH | 03857 | NOT RELATED | PC | CHARITABLE | $100,000 |
| AMERICAN FRIENDS OF THE PARENTS CIRCLE - FAMILIES FORUM | |||||||
| 2248 BROADWAY 1531 | NEW YORK | NY | 10024 | NOT RELATED | PC | CHARITABLE | $50,000 |
| FRIENDS OF JERUSALEM YOUTH CHORUS | |||||||
| PO BOX 4818 | WASHINGTON | DC | 20008 | NOT RELATED | PC | CHARITABLE | $50,000 |
| AMERICAN FRIENDS OF COMBATANTS FOR PEACE | |||||||
| 48 WALL STREET SUITE 1100 | NEW YORK | NY | 10005 | NOT RELATED | PC | CHARITABLE | $50,000 |
| ESPERANZA ACADEMY | |||||||
| 198 GARDEN ST | LAWRENCE | MA | 01840 | NOT RELATED | PC | CHARITABLE | $100,000 |
| NOTRE DAME EDUCATION CENTER - LAWRENCE | |||||||
| 354 MERRIMACK ST 210 | LAWRENCE | MA | 01843 | NOT RELATED | PC | CHARITABLE | $30,000 |
| YOUTH DEVELOPMENT ORGANIZATION | |||||||
| 15 UNION ST STE 500 | LAWRENCE | MA | 01840 | NOT RELATED | PC | CHARITABLE | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,500,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $309,451 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $322 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,408,623 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,718,396 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,718,396 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHOATE - JCT FIXED INCOME | $5,638,924 | $5,638,924 |
| CHOATE - JCT - CASH RESERVE | $3,484,478 | $3,484,478 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY #9512 - EQUITY | $65,148,938 | $65,148,938 |
| CHOATE - JCT | $863,517 | $863,517 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NEW ENTERPRISE ASSOCIATES 10 | FMV | $12,871 | $12,871 |
| NEW ENTERPRISE ASSOCIATES 11 | FMV | $12,273 | $12,273 |
| NORTH BRIDGE VENTURE PARTNERS 7 | FMV | $131,945 | $131,945 |
| NORTH BRIDGE VENTURE PARTNERS IV-A | FMV | $7,287 | $7,287 |
| NORTH BRIDGE VENTURE PARTNERS V-A | FMV | $23,214 | $23,214 |
| NORTH BRIDGE VENTURE PARTNERS VI | FMV | $42,481 | $42,481 |
| POLARIS VENTURE PARTNERS ENTREPRENEURS FUND IV | FMV | $1,313 | $1,313 |
| POLARIS VENTURE PARTNERS ENTREPRENEURS FUND V | FMV | $162,145 | $162,145 |
| VENROCK ASSOCIATES VI | FMV | $494,757 | $494,757 |
| VENROCK ENTREPRENEURS FUND V | FMV | $23,810 | $23,810 |
| PRESIDENT'S FUND II | FMV | $10,530 | $10,530 |
| POSIT SCIENCE CORP | FMV | $38,128 | $38,128 |
| POSIT SCIENCE CORP PREFERRED SERIES A | FMV | $2,407 | $2,407 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| K-1 DEDUCTIONS | $4,491 | $4,491 | $0 |
| FILING FEES | $899 | $0 | $899 |
| K-1 CHARITABLE CONTRIBUTIONS | $1 | $0 | $1 |
| TRUSTEE REIMBURSEMENTS | $2,732 | $0 | $2,732 |
| TRANSACTION COSTS | $282 | $282 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 ORDINARY INCOME | Desc |
| Revenue And Expenses Per Books | $322 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $322 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $322 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $6,756,466 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| THE PHILANTHROPIC INITIATIVE | $132,220 | $0 | $132,220 |
| MANAGEMENT FEES - CHOATE | $25,829 | $25,829 | $0 |
| ACCOUNT FEES - CHOATE | $15,948 | $15,948 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $11 | $11 | $0 |
| ESTIMATED TAX PAYMENTS | $70,000 | $0 | $0 |
| STATE TAX WITHHOLDINGS | $19 | $19 | $0 |
| 2023 EXTENSION PAYMENTS | $5,000 | $0 | $0 |
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