THEODORE EDSON PARKER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THEODORE EDSON PARKER FOUNDATION (EIN 04-6036092)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-05
- IRS object ID
- 202003109349100860
- Schema version
- 2019v5.0
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-05T15:28:30-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042917204 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSTISS & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 WESTFORD STREET 3RD FLOOR | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018512701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046036092 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THEODORE EDSON PARKER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THEO | BusinessNameControlTxt |
| Phone | 6174267080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO LIBERTY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WDONAHUE JR | PersonNm |
| Person Title | TREASURER, DIRECTOR | PersonTitleTxt |
| Phone | 6174267080 | PhoneNum |
| Signature | 2020-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD B DIONNE | PreparerPersonNm |
| PTIN | P00142882 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2020-10-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.198.108.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 15:28:30 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 27296573BCA506A31D42A34B522ED4BCF0E9AEFA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9A1AB66A6A80DC4D924E6F176AE3D8B783596290 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,269,936 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $529,971 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $529,971 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $814,181 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,529,017 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $814,181 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$11,313 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $918 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,332,839 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,345,070 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $42,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $878 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $878 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $244,521 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $110,351 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $119,814 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $87,525 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $5,004 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,751 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,982 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,504 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $526 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $930 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,703 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $23,419 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $439,135 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $141,880 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $193,773 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $992,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $962,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,431,135 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $141,880 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,155,773 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$98,296 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,203,190 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $306,951 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $570,211 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $570,211 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $20,470,764 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,732,492 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,732,492 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,427,753 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,515,324 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,515,324 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $287,381 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $338,149 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $338,149 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $104,075 | OtherAssetsBOYAmt |
| Other Assets EOY | $113,760 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $113,760 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,596,924 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,269,936 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,269,936 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $23,589 | AccountsPayableEOYAmt |
| Grants Payable EOY | $30,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $57,255 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $120,977 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $57,255 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $174,566 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $25,539,669 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $30,095,370 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,539,669 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,095,370 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,596,924 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,269,936 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,539,669 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$98,296 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,653,997 | OtherIncreasesAmt |
| Subtotal | $30,095,370 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $30,095,370 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB 4887 - ST (SEE ATTACH | P | 2019-12-31 | $613,422 | $695,862 | -$82,440 | -$82,440 |
| CHARLES SCHWAB 4887 - LT (SEE ATTACH | P | 2019-12-31 | $1,550,461 | $1,185,627 | $364,834 | $364,834 |
| CHARLES SCHWAB 9038 ST (SEE ATTACH | P | 2019-12-31 | $1,219,970 | $1,226,438 | -$6,468 | -$6,468 |
| CHARLES SCHWAB 9038 - LT (SEE ATTACH | P | 2019-12-31 | $2,145,164 | $1,606,769 | $538,395 | $538,395 |
| PARTNERSHIP K-1 LOSS | P | 2019-12-31 | $140 | -$140 | -$140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $814,181 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,305,509 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,006,387 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046615 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,276,564 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,330,727 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048482 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,169,980 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $23,963,610 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048823 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,206,920 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,342,584 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047624 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,252,739 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $25,655,981 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048828 | DistributionYr5Rt |
| Total Distribution | 0.240372 | TotalDistributionRt |
| Average Distribution | 0.048074 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $28,108,197 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,351,273 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,032 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,363,305 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,155,773 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,064 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $24,064 | SubtotalAmt |
| Tax Based On Investment Income | $24,064 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $55,960 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $55,960 | TotalPaymentsAndCreditsAmt |
| Overpayment | $31,896 | OverpaymentAmt |
| Applied To ES Tax | $31,896 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | PARKERFOUNDATION.GMAFOUNDATIONS.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID W DONAHUE JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174267080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO LIBERTY SQUARE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN CARPENTER | ||||||||
| TWO LIBERTY SQUARE 500 | BOSTON | MA | 02109 | VICE PRESIDE | 8.00 | $13,000 | $0 | $0 |
| NEWELL FLATHER | ||||||||
| TWO LIBERTY SQUARE 500 | BOSTON | MA | 02109 | PRESIDENT, D | 8.00 | $13,000 | $0 | $0 |
| SOPHY THEAM | ||||||||
| TWO LIBERTY SQUARE 500 | BOSTON | MA | 02109 | CLERK, DIREC | 3.00 | $13,000 | $0 | $0 |
| DAVID WDONAHUE JR | ||||||||
| TWO LIBERTY SQUARE 500 | BOSTON | MA | 02109 | TREASURER, D | 4.00 | $13,000 | $0 | $0 |
| LUIS PEDROSO | ||||||||
| TWO LIBERTY SQUARE 500 | BOSTON | MA | 02109 | DIRECTOR | 2.00 | $13,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GMA FOUNDATIONS | |||||
| TWO LIBERTY SQUARE | BOSTON | MA | 02109 | ADMINISTERS GRA | $124,080 |
| EATON VANCE INVESTMENT COUNCIL | |||||
| TWO INTERNATIONAL PLACE | BOSTON | MA | 02110 | INVESTMENT ADVI | $69,549 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,903,245 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $632,996 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,536,241 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $28,536,241 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $428,044 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,108,197 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,405,410 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,405,410 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,064 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,064 | TotalTaxAmt |
| Distributable Before Adj | $1,381,346 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,381,346 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,381,346 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,155,773 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,155,773 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,155,773 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,381,346 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $36,674 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $39,384 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $21,969 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $98,027 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,155,773 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,155,773 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $98,027 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $98,027 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $127,546 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PHILIP HALL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO LIBERTY 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174267080 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS ARE ENCOURAGED TO APPLY ONLINE AT HTTP://PARKERFOUNDATION.GMAFOUNDATIONS.COM. ALL PROPOSALS SHOULD INCLUDE A SHORT DESCRIPTION OF THE PURPOSES, PROGRAMS, AND HISTORY OF THE ORGANIZATION, A DESCRIPTION OF THE PROJECT FOR WHICH FINANCIAL ASSISTANCE IS REQUESTED, THE AMOUNT DESIRED, AND PLANS FOR CONTINUATION OF THE PROJECT AFTER PARKER'S FUNDING HAS ENDED. INCLUDE A LIST OF BOARD MEMBERS, WITH AN INDICATION OF THEIR ORGANIZATIONAL AFFILIATIONS, SPECIAL SKILLS, AND LINKS TO THE COMMUNITY,A COMPLETED DIVERSITY FORM DETAILING RACIAL AND ETHNIC COMPOSITIONS OF BOARD, STAFF, AND CONSTITUENTS,A COPY OF THE ORGANIZATIONS MOST RECENT AUDITED FINANCIAL STATEMENTS,A COPY OF THE MOST RECENT IRS FORM 990, WITH ALL ATTACHMENTS AND SCHEDULES,A CURRENT ORGANIZATIONAL BUDGET, INCLUDING PROJECTED INCOME AND EXPENDITURES,BIO STATEMENTS OR RESUMES OF KEY PROJECT STAFF AND A PROJECT BUDGET. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROPOSAL DEADLINES ARE JANUARY 15, MAY 15, WHICH CORRESPOND TO TRUSTEE MEETINGS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | TRUSTEES DO NOT USUALLY AWARD FUNDS FOR THE OPERATING EXPENSES OF CHARITABLE ORGANIZATIONS, FOR ENDOWMENT, OR TO FUND DEFICITS. GRANTS ARE RESTRICTED TO ORGANIZATIONS THAT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE CLASSIFIED AS -NOT A PRIVATE FOUNDATION" UNDER SECTION 509(A). NO AWARDS ARE MADE TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AARON'S PRESENTS | ||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | PUBLIC CHARI | MATCHING GRANT TO SUPPORT STAFF SALA | $25,000 |
| ACCION EAST INC | ||||||
| 80 MAIDEN LANE SUITE 903 | NEW YORK | NY | 10038 | PUBLIC CHARI | SMALL BUSINESS FINANCIAL EDUCATION | $20,000 |
| BOYS GIRLS CLUB OF GREATER LOWELL | ||||||
| 657 MIDDLESEX STREET | LOWELL | MA | 01851 | PUBLIC CHARI | PATHWAYS INITIATIVE | $35,000 |
| BUDGET BUDDIES INC | ||||||
| 114 TURNPIKE ROAD STE 2D | CHELMSFORD | MA | 01824 | PUBLIC CHARI | CHALLENGE GRANT | $15,000 |
| BUILDING AUDACITY | ||||||
| 75 ALLEN AVE | LYNN | MA | 01902 | PUBLIC CHARI | CHALLENGE GRANT | $15,000 |
| CAMBODIAN MUTUAL ASSISTANCE ASSOCIA | ||||||
| 465 SCHOOL STREET | LOWELL | MA | 01851 | PUBLIC CHARI | CMAA YOUTH PROGRAM SUPPORT 2018-2020 | $30,000 |
| CHRIST CHURCH UNITED IN LOWELL | ||||||
| 1 BARTLET STREET | LOWELL | MA | 01852 | PUBLIC CHARI | CHRIST CHURCH UNITED IN LOWELL | $12,500 |
| DISCOVERING JUSTICE | ||||||
| 1 COURTHOUSE WAY STE 312 | BOSTON | MA | 02210 | PUBLIC CHARI | EXPAND CURRICULUM IN LOWELL | $20,000 |
| ENTREPRENEURSHIP FOR ALL | ||||||
| 175 CABOT STREET STE 100 | LOWELL | MA | 01854 | PUBLIC CHARI | START UP FUNDS | $25,000 |
| FIRST UNITED BAPTIST CHURCH | ||||||
| 99 CHURCH STREET | LOWELL | MA | 01852 | GROUP | REPLACE CAPITALS AND PAINT COLUMNS | $5,000 |
| GENERATION CITIZEN | ||||||
| 745 ATLANTIC AVE FLOOR 2 | BOSTON | MA | 02111 | PUBLIC CHARI | EXPAND CIVICS EDUCATION | $20,000 |
| GIRLS INCORPORATED OF GREATER LOWEL | ||||||
| 220 WORTHEN STREET | LOWELL | MA | 01852 | PUBLIC CHARI | STEPPING STONE EARLY EDUCUATION PROG | $10,000 |
| GIRLS INCORPORATED OF GREATER LOWEL | ||||||
| 220 WORTHEN STREET | LOWELL | MA | 01852 | PUBLIC CHARI | CHALLENGE GRANT | $15,000 |
| GREATER LOWELL COMMUNITY FOUNDATION | ||||||
| 150 WESTERN AVE | LOWELL | MA | 01851 | PUBLIC CHARI | BUILDING REFUGE | $5,000 |
| GREATER LOWELL FAMILY YMCA | ||||||
| 35 YMCA DRIVE | LOWELL | MA | 01852 | PUBLIC CHARI | MORE CHILDCARE SPACE/MORE SUCCESS ST | $100,000 |
| HABITAT FOR HUMANITY OF GREATER LOW | ||||||
| 124 MAIN STREET | WESTFORD | MA | 01886 | GROUP | BUILDING HOMES, TRANSFORMING LIVES | $50,000 |
| INTERNATIONAL INSTITUTE OF NEW ENGL | ||||||
| 2 BOYLSTON STREET 3RD FL | BOSTON | MA | 02116 | PUBLIC CHARI | NEW PROGRAMING FOR A NEW CENTURY | $50,000 |
| LAWRENCE COMMUNITY WORKS | ||||||
| 168 NEWBURY STREET | LAWRENCE | MA | 01841 | PUBLIC CHARI | MCLI CLASSES OF 2019 AND 2020 | $12,500 |
| LAWYER'S COMMITTEE FOR CIVIL RIGHTS | ||||||
| 61 BATTERYMARCH STREET | BOSTON | MA | 02110 | PUBLIC CHARI | CIVIC ENGAGEMENT & AWARENESS CAMPAIG | $20,000 |
| LIFE CONNECTION CENTER | ||||||
| 192 APPLETON STREET | LOWELL | MA | 01852 | PUBLIC CHARI | HEALTY MEALS EXPANSION PROJECT | $20,000 |
| LOWELL ART ASSOCIATION INC | ||||||
| 243 WORTHEN STREET | LOWELL | MA | 01852 | PUBLIC CHARI | WHISTLER HOUSE'S SUMMER ARTS PROGRAM | $10,000 |
| LOWELL COMMUNITY HEALTH CENTER | ||||||
| 161 JACKSON STREET | LOWELL | MA | 01852 | PUBLIC CHARI | DIABETES EDUCATION AND ACCESS FOR LI | $50,000 |
| LOWELL COMMUNITY HEALTH CENTER | ||||||
| 161 JACKSON STREET | LOWELL | MA | 01852 | PUBLIC CHARI | DONATION | $1,000 |
| LOWELL HERITAGE PARTNERSHIP | ||||||
| 660 SUFFOLK STREET | LOWELL | MA | 01854 | PUBLIC CHARI | LOWELL WATERWAYS VITALITY INITIATIVE | $50,000 |
| LOWELL PARKS CONSERVATION | ||||||
| 660 SUFFOLK STREET | LOWELL | MA | 01852 | PUBLIC CHARI | SPAULDING HOUSE RESTORATION/PROGRAMM | $30,000 |
| MASSACHUSETTS CITIZENS FOR CHILDREN | ||||||
| 14 BEACON STREET STE 702 | BOSTON | MA | 02108 | PUBLIC CHARI | CHILD SEXUAL ABUSE PREVENTION | $25,000 |
| MASSACHUSETTS VOTER EDUCATION | ||||||
| 41 WEST STREET STE 700 | BOSTON | MA | 02111 | PUBLIC CHARI | VOTER EDUCATION | $5,000 |
| MERRIMACK REPERTORY THEATRE INC | ||||||
| 132 WARREN STREET | LOWELL | MA | 01852 | PUBLIC CHARI | STAFF SALARY SUPPORT | $25,000 |
| MERRIMACK VALLEY HOUSING PARTNERSHI | ||||||
| PO BOX 1042 | LOWELL | MA | 01853 | PUBLIC CHARI | INCREASE COMMUNITY OUTREACH | $20,000 |
| NEW ENGLAND HISTORIC GENEAOLOGY SOC | ||||||
| 99-101 NEWBURY STREET | BOSTON | MA | 02116 | PUBLIC CHARI | LHS BROADSIDES | $25,000 |
| PHILANTHROPY MA | ||||||
| 133 FEDERAL STREET | BOSTON | MA | 02110 | PUBLIC CHARI | RENEWED MEMBERSHIP SUPPORT | $5,000 |
| PHILANTHROPY MA FBO MASS CENSUS E | ||||||
| 133 FEDERAL STREET | BOSTON | MA | 02110 | PUBLIC CHARI | SUPPORT OUTREACH EFFORTS IN LOWELL | $20,000 |
| PHILLIPS ACADEMY | ||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | PUBLIC CHARI | MATH & SCIENCE FOR MINORITY STUDENTS | $21,000 |
| THE BRUSH ART GALLERY STUDIOS | ||||||
| 256 MARKET STREET | LOWELL | MA | 01852 | PUBLIC CHARI | 2019-2020 LOWELL PROGRAMING SUPPORT | $10,000 |
| THE CENTER FOR HOPE AND HEALING IN | ||||||
| 21 GEORGE STREET | LOWELL | MA | 01852 | PUBLIC CHARI | YOUTH LEADERSHIP CORPS 2.0 | $40,000 |
| UNITED WAY OF MASS BAY AND MERRIMAC | ||||||
| 51 SLEEPER STREET | BOSTON | MA | 02110 | PUBLIC CHARI | SEGL | $50,000 |
| WOMEN IN TRANSITION DBA ALTERNATI | ||||||
| PO BOX 2100 | LOWELL | MA | 01851 | PUBLIC CHARI | CAPITAL SUPPORT FOR EMERGENCY SHELTE | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $992,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $529,971 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $918 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $814,181 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 FLOW THRU INCOME (ENTER | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$12,231 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$12,231 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,345,070 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,332,839 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $6,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $4,515,324 | EOYBookValueAmt |
| EOYFMV | $4,515,324 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES | StockNm |
| EOY Book Value | $24,732,492 | EOYBookValueAmt |
| EOYFMV | $24,732,492 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS IN LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $338,149 | BookValueAmt |
| EOYFMV | $338,149 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $878 | LegalFeesAmt |
| Disbursements Charitable Prps | $878 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST ON INVESTMENTS | $39,615 | $23,183 | $23,183 |
| CIT CREDIT RECEIVABLE | $57,500 | $57,500 | $57,500 |
| PREPAID FEDERAL EXCISE TAX | $6,960 | $32,159 | $32,159 |
| CIT CREDIT INTEREST RECEIVABLE | $918 | $918 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| MISCELLANEOUS | $62 | $62 |
| FILING FEES | $265 | $265 |
| OPERATIONS EXPENSE | $632 | $632 |
| 75TH ANNIVERSARY EVENT | $23,744 | $22,460 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MA CIT INTEREST | $918 | $918 |
| K-1 FLOW THRU INCOME (ENTERPR | -$12,231 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| K-1 FLOW THRU GAINS, INT AND DIV. (ENTERPRISE PROD | $12,329 |
| K-1 PARTNERSHIP DISTRIBUTIONS (ENTERPRISE PRODUCTS | $12,215 |
| UNREALIZED GAIN ON INVESTMENTS | $4,629,453 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX LIABILITY | Desc |
| BOY Book Value | $57,255 | BOYBookValueAmt |
| EOY Book Value | $120,977 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| GRANT MAKING EXPENSE | $124,080 | $113,740 | |
| INVESTMENT ADVISORY FEES | $102,059 | $102,059 | |
| ADVISORY COMMITTEE FEES | $5,625 | $5,625 | |
| OTHER CONTRACT SERVICES | $12,757 | $449 | $8,292 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $2 | $2 |
| FEDERAL EXCISE TAX | $23,801 | |
| DEFERRED FEDERAL EXCISE TAX EXPE | $63,722 |