2020-11-10T12:05:12-06:00 2020-06-30 042206126 RAPHAEL AND RAPHAEL LLP 78 BLANCHARD ROAD SUITE 106 BURLINGTON MA 01803 990PF 2019-07-01 460512638 STRATEGIC GRANT PARTNERS INC STRA 8572026230 177 HUNTINGTON AVENUE NO 1500 BOSTON MA 02115 JOANNA JACOBSON PRESIDENT 8572026230 2020-11-06 1 GARRY T NICHOL P00697789 6172101200 50.238.128.106 2020-11-06 10:55:46 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2019 2021-04-22 16:20:28Z X 250658 X 11216975 0 531054 0 11748029 0 1716 0 1716 594158 0 594158 116720 0 116720 24734 0 24734 54610 0 54610 32193 0 32193 4213 0 500 22289 0 116635 0 116635 20219 0 20219 2240 0 2240 38660 0 38660 1028387 0 1002385 10664763 10664763 11693150 0 11667148 54879 0 500769 106664 106664 189875 78598 133566 111277 111277 17580 32717 32717 651915 250658 250658 462304 6168 462304 6168 X 0 0 0 0 189611 244490 189611 244490 651915 250658 189611 54879 0 244490 0 244490 0 8121014 993163 8.176920 7489215 916525 8.171316 9072456 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DEVELOPMENT FOUNDATION 7 PALMER STREET 2ND FLOOR BOSTON MA 02119 NONE PC EDUCATION 7500 THE BRIDGEWATER STATE UNIVERSITY FOUNDATION PO BOX 42 BRIDGEWATER MA 02324 NONE PC EDUCATION 25000 THE PREPARATORY FOUNDATION INC 885 RIVER STREET HYDE PARK MA 02136 NONE PC EDUCATION 100000 TNTP INC 186 JORALEMON STREET SUITE 300 BROOKLYN NY 11201 NONE PC EDUCATION 3000 UNIVERSITY OF MASSACHUSETTS BOSTON 100 WILLIAM T MORRISSEY BOULEVARD BOSTON MA 02125 NONE PC EDUCATION 556825 UP EDUCATION NETWORK INC 90 CANAL STREET SUITE 600 BOSTON MA 02114 NONE PC EDUCATION 953000 UPSTREAM USA INC 426 17TH STREET SUITE 200 OAKLAND CA 94612 NONE PC WOMEN'S HEALTH 2175000 WORCESTER STATE UNIVERSITY 486 CHANDLER STREET WORCESTER MA 01602 NONE PC EDUCATION 484482 YOUTH GUIDANCE 1 NORTH LASALLE STREET SUITE 900 CHICAGO IL 60602 NONE PC YOUTH DEVELOPMENT 475000 10664763 0 RETURN OF UNSPENT GRANT FUNDS 531054 0 0 531054 531054 11 UNSPENT GRANT FUNDS WERE RETURNED AND RE-DISTRIBUTED IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE MISSION. 0 0 0 0 0 0 0 0 0 0 X X 1 COMBINED JEWISH PHILANTHROPIES DAF (JOSHUA AND ANITA BEKENSTEIN CHAR FD) 126 HIGH STREET BOSTON MA 02110 1340627 X 2 THE BOSTON FOUNDATION DAF (DUPRE-NUNNELLY CHARITABLE GIFT FUND) 75 ARLINGTON STREET BOSTON MA 02116 893754 X 3 THE EDGERLEY FAMILY FOUNDATION PO BOX 590098 NEWTON CENTER MA 02459 893754 X 4 THE BOSTON FOUNDATION DAF (EISENSON FAMILY FUND) 75 ARLINGTON STREET BOSTON MA 02116 670315 X 5 COMBINED JEWISH PHILANTHROPIES DAF (FRIEZE FAMILY FOUNDATION) 126 HIGH STREET BOSTON MA 02110 223439 X 6 THE JAKET FOUNDATION (FKA PHILLIP AND ELIZABETH GROSS FAMILY FOUNDATION) 42 KING LANE CONCORD MA 01742 1340631 X 7 WILLIAM HELMAN 40 GROVE STREET SUITE 430 WELLESLEY MA 02482 670315 X 8 KLARMAN FAMILY FOUNDATION PO BOX 171627 BOSTON MA 02117 1340631 X 9 MANNION FAMILY FOUNDATION MANNION FAMILY OFFICE 31 ST JAMES A BOSTON MA 02116 670315 X 10 ONE8 FOUNDATION 177 HUNTINGTON AVENUE SUITE 1500 BOSTON MA 02115 1340631 X 11 MAURICE AND LOURDES SAMUELS PO BOX 133 WESTON MA 02493 893755 X 12 MICHAEL AND JILL STANSKY FAMILY FOUNDATION 36 SKYVIEW LANE SUDBURY MA 01776 223439 X 13 SHAH FAMILY FOUNDATION 353 NEWBURY STREET 2ND FLOOR BOSTON MA 02115 715369 X ACCOUNTING AND TAX PREPARATION SERVICES 54610 0 54610 COMPUTER EQUIPMENT 2013-12-13 372 372 SL 5.000000000000 0 0 MAC COMPUTER 2014-06-04 1998 1998 SL 5.000000000000 0 0 PC COMPUTER 2014-06-04 1610 1610 SL 5.000000000000 0 0 PHONE EQUIPMENT 2014-06-30 4983 4983 SL 5.000000000000 0 0 OFFICE EQUIPMENT 2014-06-05 825 825 SL 5.000000000000 0 0 PHONE EQUIPMENT 2014-08-25 8825 8531 SL 5.000000000000 294 0 COMPUTER EQUIPMENT 2015-06-30 4590 3672 SL 5.000000000000 918 0 COMPUTERS 2015-08-11 1440 1128 SL 5.000000000000 288 0 COMPUTERS 2015-08-11 3660 2867 SL 5.000000000000 732 0 OFFICE EQUIPMENT 2015-10-03 400 300 SL 5.000000000000 80 0 OFFICE EQUIPMENT 2015-11-13 490 359 SL 5.000000000000 98 0 OFFICE EQUIPMENT 2016-01-08 515 361 SL 5.000000000000 103 0 MAC AIR COMPUTER 2016-01-25 1029 704 SL 5.000000000000 206 0 OFFICE EQUIPMENT 2016-02-10 900 615 SL 5.000000000000 180 0 OFFICE EQUIPMENT 2016-03-02 1745 1163 SL 5.000000000000 349 0 OFFICE EQUIPMENT 2016-03-12 856 570 SL 5.000000000000 171 0 OFFICE EQUIPMENT 2016-07-01 3276 1965 SL 5.000000000000 655 0 FURNITURE AND FIXTURES 2018-03-01 79445 15132 SL 7.000000000000 11349 0 OFFICE EQUIPMENT 2018-03-01 28657 7641 SL 5.000000000000 5731 0 LEASEHOLD IMPROVEMENTS 2018-03-01 44259 1513 SL 39.000000000000 1135 0 INFORMATION REGARDING FOUNDATION MANAGERS FORM 990-PF, PART XV, LINE 1A CERTAIN OF THE DIRECTORS LISTED IN STATEMENT 11 MAY QUALIFY UNDER THIS SECTION. CONTRIBUTIONS FORM 990-PF CONTRIBUTIONS TO STRATEGIC GRANT PARTNERS INC. BY NONOPERATING PRIVATE FOUNDATIONS ARE QUALIFYING DISTRIBUTIONS UNDER THE PASS THROUGH EXCEPTION AT REG. 53.4942(A)-3(C) AS THE FOUNDATION:1. MAKES DISTRIBUTIONS IN AN AMOUNT EQUAL TO 100% OF THE CONTRIBUTIONS RECEIVED IN THE FOUNDATION'S TAX YEAR, NOT LATER THAN THE CLOSE OF THE FIRST TAXABLE YEAR AFTER THE YEAR SUCH CONTRIBUTIONS ARE RECEIVED.2. SUCH DISTRIBUTIONS ARE QUALIFYING DISTRIBUTIONS.3. SUCH DISTRIBUTIONS ARE TREATED AS MADE OUT OF CORPUS.4. HAS NO REMAINING UNDISTRIBUTED INCOME FROM SUCH PRIOR YEAR.CONTRIBUTIONS TO STRATEGIC GRANT PARTNERS INC. BY INDIVIDUALS ARE SUBJECT TO THE 60% AGI LIMITATION, AS STRATEGIC GRANT PARTNERS INC. QUALIFIES AS A PRIVATE FOUNDATION DESCRIBED IN IRC SECTION 170(B)(1)(A)(VII) AND (F)(II), AS THE FOUNDATION:1. MAKES DISTRIBUTIONS IN AN AMOUNT EQUAL TO 100% OF THE CONTRIBUTIONS RECEIVED IN THE FOUNDATION'S TAX YEAR, NOT LATER THAN THE 15TH DAY OF THE THIRD MONTH AFTER THE CLOSE OF SUCH TAXABLE YEAR.2. SUCH DISTRIBUTIONS ARE QUALIFYING DISTRIBUTIONS.3. SUCH DISTRIBUTIONS ARE TREATED AS MADE OUT OF CORPUS.4. HAS NO REMAINING UNDISTRIBUTED INCOME FROM SUCH PRIOR YEAR. FURNITURE AND FIXTURES 79445 26481 52964 52964 OFFICE EQUIPMENT 66171 49469 16702 16702 LEASEHOLD IMPROVEMENTS 44259 2648 41611 41611 LEGAL FEES 24734 0 24734 DUE FROM ONE8 FOUNDATION 17455 32717 32717 OTHER RECEIVABLES 125 0 0 OFFICE EXPENSES 18578 0 18578 TELEPHONE 5476 0 5476 INSURANCE 4687 0 4687 DINNERS & EVENTS 7800 0 7800 SUBSCRIPTION SERVICES 2119 0 2119 RETURN OF UNSPENT GRANT FUNDS 531054 531054 CREDIT CARD PAYABLE 2179 955 OTHER PAYABLES 6255 5213 COMMITMENT PAYABLE 453870 0 CONSULTANTS 32193 0 32193 MA FILING FEES 500 0 500 FEDERAL UBIT TAX 2645 0 0 MA UBIT TAX 1008 0 0 INTEREST & PENALTIES 60 0 0