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ONCE HERE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ONCE HERE FOUNDATION (EIN 81-7001052)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-07
- IRS object ID
- 202021899349100632
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-07T13:47:40-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042620388 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLES & BODOIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 SECOND AVENUE | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | 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 | 817001052 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ONCE HERE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ONCE | BusinessNameControlTxt |
| Phone | 7814551400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 HIGHLAND STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARL BANDTEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7814551400 | PhoneNum |
| Signature | 2020-07-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK CONSTANCE CPA | PreparerPersonNm |
| PTIN | P00047999 | PTIN |
| Phone | 7814551400 | PhoneNum |
| Preparation | 2020-07-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 142.147.8.47 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-01 | IPDt |
| IP Tm | 14:05:54 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E03B8B0449D9CDEBF6D6FD6CE5DF8E0B3C58739B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 34679CA11CF4D2966400254EBCE2812DBA63455B | 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 | $28,496,361 | 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 | $6,423,072 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $555,652 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $532,415 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,822,948 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,032,249 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,822,948 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,801,672 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,355,363 | 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 |
| Legal Fees Rev And Expnss | $2,678 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,678 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,350 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $18,862 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,191 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $500 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,890 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,191 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,528 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,190,680 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,190,680 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,218,570 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,191 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,200,208 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,583,102 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,354,172 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $931,029 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,186,720 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,186,720 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,466,991 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,466,991 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,661,920 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,052,320 | CorporateStockBOYAmt |
| Corporate Stock EOY | $270,840 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $319,560 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $620,885 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $568,117 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $628,540 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,922,066 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,687,427 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,699,621 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $19,993,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,180,095 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,496,361 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $19,993,291 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,180,095 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,993,291 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,180,095 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,993,291 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,180,095 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,993,291 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,583,102 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $27,576,393 | SubtotalAmt |
| Other Decreases | $1,396,298 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,180,095 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 4000 SHS COMPASS MINERALS INTL INC | P | 2019-01-03 | 2019-06-13 | $226,159 | $160,842 | $65,317 | $65,317 |
| 10000 SHS IMPERIAL OIL COM | P | 2019-02-13 | 2019-09-30 | $263,588 | $269,472 | -$5,884 | -$5,884 |
| 30000 SHS VANGUARD SCOTTSDALE FDS LONG TERM TREAS | P | 2019-08-21 | $2,666,040 | $2,095,310 | $570,730 | $570,730 | |
| 5000 SHS BANK OZK COM | D | 2016-07-29 | 2019-03-27 | $142,204 | $181,158 | -$38,954 | -$38,954 |
| 2000 SHS CITIGROUP INC COM | D | 2016-07-29 | 2019-02-13 | $126,753 | $87,960 | $38,793 | $38,793 |
| 2000 SHS ESTEE LAUDER COMPANIES INC COM | D | 2016-12-19 | 2019-02-13 | $310,007 | $152,999 | $157,008 | $157,008 |
| 15859.031 SHS FIDELITY US BOND INDEX FUND | P | 2017-01-11 | 2019-01-03 | $180,000 | $182,995 | -$2,995 | -$2,995 |
| 250000 SHS RANGE RES CORP CALL | P | 2018-02-09 | 2019-06-04 | $222,175 | $231,793 | -$9,618 | -$9,618 |
| 2000 SHS ZOETIS INC | D | 2016-07-29 | 2019-02-13 | $176,963 | $100,238 | $76,725 | $76,725 |
| 51736 SHS VIPER ENERGY PARTNERS | D | $1,706,623 | $746,534 | $960,089 | $960,089 | ||
| CAPITAL GAINS DIVIDENDS | P | $11,737 | $11,737 | $11,737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,822,948 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,013,641 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,196,406 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047821 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $726,010 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,678,087 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046307 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,775,103 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.094128 | TotalDistributionRt |
| Average Distribution | 0.031376 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $23,335,347 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $732,170 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $23,542 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $755,712 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,200,208 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $23,542 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,542 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,542 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,740 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,740 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $475 | EsPenaltyAmt |
| Tax Due | $19,277 | TaxDueAmt |
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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KARL BANDTEL | IndividualWithBooksNm |
| Phone | 7814551400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 HIGHLAND STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| KARL BANDTEL | ||||||||
| 17 HIGHLAND STREET | CAMBRIDGE | MA | 02138 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| FARLEY URMSTON | ||||||||
| 17 HIGHLAND STREET | CAMBRIDGE | MA | 02138 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $20,361,427 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,329,281 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,690,708 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,690,708 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $355,361 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,335,347 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,166,767 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,166,767 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,542 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,542 | TotalTaxAmt |
| Distributable Before Adj | $1,143,225 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,143,225 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,143,225 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,200,208 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,200,208 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $23,542 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,176,666 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,143,225 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $69,796 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,200,208 | QualifyingDistributionsAmt |
| Applied To Year1 | $69,796 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,130,412 | 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 | $12,813 | 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) |
|---|---|---|
| Contributing Manager | KARL BANDTEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CALLING ALL CROWS | ||||||||
| 1330 BEACON STREET | BROOKLINE | MA | 02446 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 | |
| CAMP JABBERWOCKY | ||||||||
| 200 GREENWOOD AVE | VINEYARD HAVEN | MA | 02568 | NONE | PUBLIC CHARITY | CHARITABLE | $120,000 | |
| CONCORD PRISON OUTREACH | ||||||||
| 23 BRADFORD STREET | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 | |
| CURIOUS LEARNING | ||||||||
| 34A WALKER STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | CHARITABLE | $75,000 | |
| FRIENDS OF MATENWA | ||||||||
| PO BOX 494 | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | CHARITABLE | $100,000 | |
| HARVARD DIVINITY SCHOOL | ||||||||
| 45 FRANCIS AVE | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | CHARITABLE | $150,000 | |
| LOUIS D BROWN PEACE INSTITUTE | ||||||||
| 15 CHRISTOPHER STREET | DORCHESTER | MA | 02122 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 | |
| MASS GENERAL HOSPITAL | ||||||||
| 275 CAMBRIDGE STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | CHARITABLE | $100,000 | |
| MOTHERS FOR JUSTICE AND EQUALITY | ||||||||
| 2201 WASHINGTON STREET | BOSTON | MA | 02119 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 | |
| SHOOTING TOUCH | ||||||||
| 65 SPRAGUE STREET EAST BUILDING 2ND | BOSTON | MA | 02136 | NONE | PUBLIC CHARITY | CHARITABLE | $60,000 | FLOOR |
| THE HYGIA FOUNDATION | ||||||||
| PO BOX 1176 | NEW CANAAN | CT | 06840 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 | |
| WELLINGTON FOUNDATION | ||||||||
| 280 CONGRESS STREET | BOSTON | MA | 02210 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 | |
| PEDIATRIC BRAIN TUMOR FOUNDATION | ||||||||
| 302 RIDGEFIELD CT | ASHEVILLE | NC | 28806 | NONE | PUBLIC CHARITY | CHARITABLE | $25,000 | |
| LOVELANE | ||||||||
| 40 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 | |
| CAMP HALE | ||||||||
| 80 CARBY ST | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $200,000 | |
| CAMBRIDGE HOUSE FOR INNER PEACE | ||||||||
| 362 BROADWAY | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | CHARITABLE- HELP PAY LEGAL FEES FOR FORMATION | $10,680 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,190,680 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $532,415 | ExclusionAmt |
| Related Or Exempt Function Incm | $23,237 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,822,948 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,355,363 | ExclusionAmt |
| Related Or Exempt Function Incm | $23,237 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,378,600 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | NONDIVIDEND DISTRIBUTION- RETURN OF CAPITAL | RelationshipStatementTxt |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| KARL BANDTEL | |||||||
| 1 | 17 HIGHLAND ST | CAMBRIDGE | MA | 02138 | $1,883,708 | Yes (X) | |
| KARL BANDTEL | |||||||
| 2 | 17 HIGHLAND ST | CAMBRIDGE | MA | 02138 | $4,518,450 | Yes (X) | |
| KARL BANDTEL | |||||||
| 3 | 17 HIGHLAND ST | CAMBRIDGE | MA | 02138 | $20,914 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 51,736 SHARES VIPER ENERGY | $1,883,708 | 2019-02-20 |
| 2 | 5,000,000 SHARES U.S. TREASURY SEC STRIPPED | $4,518,450 | 2019-12-05 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $6,350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,350 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CANADIAN NAT RES LTD | $348,823 | $392,250 |
| RANGE RES CORPORATE NOTE | $180,783 | $192,242 |
| CROWN AMERS LLC NOTE | $38,511 | $44,048 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CITIGROUP INC COM NEW | StockNm |
| EOY Book Value | $270,840 | EOYBookValueAmt |
| EOYFMV | $319,560 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,466,991 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,661,920 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY TOTAL MARKET INDEX INSTITUTIONAL CLASS | AT COST | $5,415,153 | $7,381,348 |
| FIDELITY U.S. BOND INDEX INSTITUTIONAL | AT COST | $3,066,983 | $3,159,490 |
| VANGUARD SCOTTSDALE FDS SHORT TERM TREASURY | AT COST | $2,385,443 | $2,433,200 |
| ANTERO MIDSTREAM CORP | AT COST | $403,004 | $303,600 |
| ANTERO MIDSTREAM PARTNERS | AT COST | $395,360 | $417,375 |
| ALTA MESSA HOLDINGS LP | AT COST | $41,955 | $10,000 |
| VULCAN MATLS CO NOTE | AT COST | $172,274 | $219,898 |
| US TREASURY SEC STRIPPED INT PMT | AT COST | $4,529,450 | $4,505,510 |
| MACERICH CO COM | AT COST | $277,805 | $269,200 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,678 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,678 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $1,396,298 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE | $17,171 | $0 | $0 |
| FILING FEES | $500 | $0 | $500 |
| FOREIGN TAX | $1,191 | $1,191 | $0 |