GROSSMAN FAM CHARITABLE FOUNDATION TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GROSSMAN FAM CHARITABLE FOUNDATION TR (EIN 04-6758553)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-05
- IRS object ID
- 202503099349102155
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-05T15:26:49-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Congress St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04102 | 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 | 046758553 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Grossman Family Charitable | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROS | BusinessNameControlTxt |
| Phone | 6178594504 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Huntington Avenue 1301 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Barbara Grossman | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 6178594504 | PhoneNum |
| Signature | 2025-11-04 | 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 | Melissa Magoon CPA | PreparerPersonNm |
| PTIN | P01712842 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2025-11-04 | 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 | $15,699,678 | 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 | $916,680 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $185,952 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $185,854 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,951 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $137,976 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,130 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,417 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,191 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,197,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $279,175 | 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 |
| Interest Rev And Expnss | $11,245 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $11,245 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,240 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,740 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $500 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $51,155 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $51,155 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,640 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,140 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $701,824 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $701,824 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $769,464 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,140 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $702,324 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $427,536 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $212,035 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $371,168 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $303,657 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $303,657 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,393,252 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,028,605 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,028,605 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $90,206 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $91,424 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $91,424 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,729,988 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,275,992 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,275,992 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,584,614 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,699,678 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,699,678 | 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 | $13,584,614 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,699,678 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,584,614 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,699,678 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,584,614 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,699,678 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,584,614 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $427,536 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,687,528 | OtherIncreasesAmt |
| Subtotal | $15,699,678 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,699,678 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|
| Gresham K-1 Short Term Capital Loss | $50,846 | -$50,846 | -$50,846 | |
| Gresham K-1 Long Term Capital Gain | $137,976 | $137,976 | $137,976 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,130 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,947 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,947 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,947 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,365 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,365 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,418 | OverpaymentAmt |
| Applied To ES Tax | $4,418 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | None | WebsiteAddressTxt |
| Individual With Books | Barbara N Grossman | IndividualWithBooksNm |
| Phone | 6178594504 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Huntington Avenue 1301 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Barbara N Grossman | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Huntington Avenue 1301 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | Gresham Partners LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 West Wacker Drive Suite 700 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management Fees | ServiceTypeTxt |
| Compensation | $51,155 | 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 | $8,445,572 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $317,417 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,275,992 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,038,981 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,038,981 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $225,585 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,813,396 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $740,670 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $740,670 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,947 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $5 | IncomeTaxAmt |
| Total Tax | $2,952 | TotalTaxAmt |
| Distributable Before Adj | $737,718 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $737,718 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $737,718 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $702,324 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $702,324 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $737,718 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $331,875 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $145,596 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $477,471 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $702,324 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $702,324 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $35,394 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $35,394 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $442,077 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $296,481 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $145,596 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $145,596 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Barbara N Grossman | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Barnstormers Theater | |||||||
| 104 Main Street | Tamworth | NH | 03886 | PC | Operations budget assistance | $100 | |
| Boston Childrens Chorus | |||||||
| 20 Old Colony Avenue | Boston | MA | 02127 | PC | Operations budget assistance | $7,500 | |
| Boston Symphony Orchestra | |||||||
| 301 Massachusetts Avenue Symphony | Boston | MA | 02115 | PC | Operations budget assistance | $75,863 | Hall |
| Castle Preservation Society | |||||||
| 455 Old Mountain Road | Moultonborough | NH | 03254 | PC | Operations budget assistance | $500 | |
| Center for Reproductive Rights | |||||||
| 120 Wall Street | New York | NY | 10005 | PC | Operations budget assistance | $299,744 | |
| DataKind | |||||||
| 195 Montague Street | Brooklyn | NY | 11201 | PC | Operations budget assistance | $20,523 | |
| MassBay Community College | |||||||
| 50 Oakland St | Wellesley Hills | MA | 02481 | PC | Operations budget assistance | $10,000 | |
| Loon Preservation Committee | |||||||
| 183 Lees Mill Road | Moultonborough | NH | 03254 | PC | Operations budget assistance | $500 | |
| Museum of Fine Arts | |||||||
| 465 Huntington Avenue | Boston | MA | 02115 | PC | Operations budget assistance | $3,000 | |
| National Academy of Engineering | |||||||
| 2101 Constitution Avenue NW | Washington | DC | 20418 | PC | Operations budget assistance | $50,343 | |
| Planned Parenthood League of Mass | |||||||
| 1055 Commonwealth Ave | Boston | MA | 02215 | PC | Operations budget assistance | $15,000 | |
| Preparatory Foundation (Boston Prep) | |||||||
| 1286 Hyde Park Avenue | Hyde Park | MA | 02136 | PC | Operations budget assistance | $5,000 | |
| Rogerson Communities | |||||||
| One Florence Street | Boston | MA | 02131 | PC | Operations budget assistance | $200 | |
| Sandwich Childrens Center | |||||||
| 54 Maple Street | Sandwich | NH | 03227 | PC | Operations budget assistance | $100 | |
| Sheridan School | |||||||
| 4400 36th St NW | Washington | DC | 20008 | PC | Operations budget assistance | $55,203 | |
| Sherrill House | |||||||
| 135 S Huntington Ave | Boston | MA | 02130 | PC | Operations budget assistance | $300 | |
| Squam Lakes Association | |||||||
| 534 US-2 | Holderness | NH | 03245 | PC | Operations budget assistance | $3,000 | |
| Squam Lakes Conservation Society | |||||||
| PO Box 696 | Holderness | NH | 03245 | PC | Operations budget assistance | $15,000 | |
| Squam Lakes Natural Science Center | |||||||
| 23 Science Center Road | Holderness | NH | 03245 | PC | Operations budget assistance | $32,394 | |
| United South End Settlements (Camp Hale) | |||||||
| 48 Rutland Street | Boston | MA | 02118 | PC | Operations budget assistance | $600 | |
| Upstream | |||||||
| 2 Oliver Street Suite 402 | Boston | MA | 02109 | PC | Operations budget assistance | $5,000 | |
| Boston University School of Law | |||||||
| 765 Commonwealth Avenue | Boston | MA | 02215 | PC | Operations budget assistance | $100,954 | |
| NH Charitable Foundation | |||||||
| 37 Pleasant Street | Concord | NH | 03301 | PC | Operations budget assistance | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $701,824 | 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) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $98 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $185,854 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $226 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $6,191 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $821 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $87,130 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Gesham K-1 Section 1256 Contracts | Desc |
| Exclusion | 16 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,145 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $279,175 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $280,320 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Barbara N Grossman | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Huntington Avenue 1301 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $916,680 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Publicly Traded Securities | NoncashPropertyDesc |
| Fair Market Value | $916,680 | FairMarketValueAmt |
| Received | 2024-12-31 | ReceivedDt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| Gresham K-1 ST Capital Gain - UBI | Purchased | Cost | $0 | $884 |
| Gresham K-1 LT Capital Gain - UBI | Purchased | Cost | $0 | -$63 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Investment in Vanguard Intermediate Term | BondNm |
| EOY Book Value | $91,424 | EOYBookValueAmt |
| EOYFMV | $91,424 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Investment in Palo Alto | $126,280 | $126,280 |
| Investment in DoorDash | $175,466 | $175,466 |
| Investment in Fidelity Internatl Index Fund | $444,794 | $444,794 |
| Investment in Google | $19,044 | $19,044 |
| Investment in Stryker | $7,709,031 | $7,709,031 |
| Investment in WorkDay Inc. | $553,990 | $553,990 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investment in GP Emerging Markets Strategies, LP | FMV | $534,733 | $534,733 |
| Investment in GP Global Equity Strategies, LP | FMV | $2,092,416 | $2,092,416 |
| Investment in Gresham Low Volatility Hedged Strategies | FMV | $2,041,968 | $2,041,968 |
| Investment in Gresham Opportunistic Growth Strategies Offshore | FMV | $1,606,875 | $1,606,875 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| K-1 2% Miscelleanous Deductions | $37,175 | $37,175 | $0 |
| K-1 Other Deductions | $13,980 | $13,980 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Gesham K-1 Other Income | $6,191 | $6,191 | $6,191 |
| Gesham K-1 Other Income - UBI | $226 | $0 | $226 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized Gain | $1,256,833 |
| Unrealized Gains - passthrough | $430,695 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| State Taxes | $500 | $0 | $500 |
| Foreign Taxes | $4,740 | $4,740 | $0 |