ONCE HERE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ONCE HERE FOUNDATION (EIN 81-7001052)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-17
IRS object ID
201901379349100500
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-17T07:02:26-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042620388PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COLES & BODOIN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line175 SECOND AVENUEAddressLine1Txt
CityNEEDHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02494ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN817001052EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ONCE HERE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlONCEBusinessNameControlTxt
Phone7814551400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line117 HIGHLAND STREETAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKARL BANDTELPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7814551400PhoneNum
Signature2019-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK CONSTANCE CPAPreparerPersonNm
PTINP00047999PTIN
Phone7814551400PhoneNum
Preparation2019-05-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address142.147.8.47IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-13IPDt
IP Tm11:55:17IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE03B8B0449D9CDEBF6D6FD6CE5DF8E0B3C58739BAtSubmissionCreationDeviceId
At Submission Filing Device IdE03B8B0449D9CDEBF6D6FD6CE5DF8E0B3C58739BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$20,245,003FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$636,978ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$474,287DividendsRevAndExpnssAmt
Dividends Net Invst Incm$474,287DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,412,327NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,408,444GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,412,327CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$12,345OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$12,345OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,535,937TotalRevAndExpnssAmt
Total Net Invst Incm$1,898,959TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,335LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$4,335LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,800AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$7,023TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$500TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,907OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,608OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$20,065TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,608TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,635TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,023,960ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,023,960ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,044,025TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,608TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,032,595TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,491,912ExcessRevenueOverExpensesAmt
Net Investment Income$1,895,351NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,569,161SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$931,029SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$931,029SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$4,466,991USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$4,498,600USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,742,398CorporateStockBOYAmt
Corporate Stock EOY$1,052,320CorporateStockEOYAmt
Corporate Stock EOYFMV$857,790CorporateStockEOYFMVAmt
Corporate Bonds BOY$766,137CorporateBondsBOYAmt
Corporate Bonds EOY$620,885CorporateBondsEOYAmt
Corporate Bonds EOYFMV$582,130CorporateBondsEOYFMVAmt
Other Investments BOY$12,792,466OtherInvestmentsBOYAmt
Other Investments EOY$12,922,066OtherInvestmentsEOYAmt
Other Investments EOYFMV$13,375,454OtherInvestmentsEOYFMVAmt
Total Assets BOY$19,870,162TotalAssetsBOYAmt
Total Assets EOY$19,993,291TotalAssetsEOYAmt
Total Assets EOYFMV$20,245,003TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$19,870,162RetainedEarningBOYAmt
Retained Earning EOY$19,993,291RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$19,870,162TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,993,291TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$19,870,162TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,993,291TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,870,162TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,491,912ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$21,362,074SubtotalAmt
Other Decreases$1,368,783OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$19,993,291TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
150,000 SHS. MARKWEST ENERGY PARTNERS LP NOTE 5.5P2017-05-162018-02-08$152,775$153,271-$496-$496
3,505.661 SHS MATTHEWS CHINA FUNDP2017-12-062018-01-02$80,981$66,176$14,805$14,805
2000 SHS. AMERICAN EXPRESSD2016-07-292018-03-13$193,829$128,809$65,020$65,020
15000 SHS. AVANGRIDD$736,956$625,028$111,928$111,928
4000 SHS. CITIGROUPD2016-07-29$306,730$175,930$130,800$130,800
239,000 SHS. ECOPETROL SA BOND CALLP2017-05-312018-11-14$262,972$260,276$2,696$2,696
90,334.237 SHS. FIDELITY US BOND INDEX FUNDP2017-01-112018-11-14$1,000,000$1,043,598-$43,598-$43,598
90,334.237 SHS. FIDELITY US BOND INDEX FUNDP2017-01-112018-10-10$1,000,000$1,042,830-$42,830-$42,830
11,167.54 SHS. MATTHEWS CHINA FUNDD2018-01-02$257,970$210,809$47,161$47,161
2,000 SHS. PIONEER NATURAL RESOURCES COD2016-07-26$367,536$296,608$70,928$70,928
4,000 SHS. REXNORD CORPD2016-07-292018-01-10$110,902$84,648$26,254$26,254
20,539.054 SHS. MATTHEWS CHINA FUNDD2018-01-02$474,452$290,618$183,834$183,834
VIPER ENERGY PARTNERS LPD$2,393,627$1,571,898$821,729$821,729
2,190 SHS. MANULIFE FINANCIAL CORPD2018-01-16$48,271$45,618$2,653$2,653
VIPER ENERGY PARTNERS LPP$9$9$9
CAPITAL GAINS DIVIDENDSP$21,434$21,434$21,434
FieldValueIRS element (for citing)
Capital Gain Net Income$1,412,327CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$726,010AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$15,678,087NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046307DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$14,775,103NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Total Distribution0.046307TotalDistributionRt
Average Distribution0.023154AverageDistributionRt
Net Vl Noncharitable Assets$21,196,406NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$490,782AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$18,954NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$509,736AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,032,595QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$18,954InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$18,954SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$18,954TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,280EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$20,414ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$23,694TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,740OverpaymentAmt
Applied To ES Tax$4,740AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKARL BANDTELIndividualWithBooksNm
Phone7814551400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line117 HIGHLAND STREETAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KARL BANDTEL
17 HIGHLAND STREETCAMBRIDGEMA02138TRUSTEE1.00$0$0$0
FARLEY URMSTON
17 HIGHLAND STREETCAMBRIDGEMA02138TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1ACCESSIBILITY MODICIATIONS TO HOME OF NEEDY DISABLED INDIVIDUAL.Description1Txt
Expenses1$138,960Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,654,322AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,864,872AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,519,194TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$21,519,194AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$322,788CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,196,406NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,059,820MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,059,820MinimumInvestmentReturnAmt
Tax Based On Investment Income$18,954TaxBasedOnInvestmentIncomeAmt
Total Tax$18,954TotalTaxAmt
Distributable Before Adj$1,040,866DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,040,866DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,040,866DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,032,595ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,032,595QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$18,954PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,013,641AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,040,866DistributableAsAdjustedAmt
Undistributed Income PY$61,525UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,032,595QualifyingDistributionsAmt
Applied To Year1$61,525AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$971,070AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$69,796UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKARL BANDTELContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CALLING ALL CROWS
1330 BEACON STREETBROOKLINEMA02446NONEPUBLIC CHARITYCHARITABLE$50,000
CAMP JABBERWOCKY
200 GREENWOOD AVEVINEYARD HAVENMA02568NONEPUBLIC CHARITYCHARITABLE$100,000
CURIOUS LEARNING
34A WALKER STREETCAMBRIDGEMA02138NONEPUBLIC CHARITYCHARITABLE$100,000
FRIENDS OF MATENWA
PO BOX 494LINCOLNMA01773NONEPUBLIC CHARITYCHARITABLE$50,000
HARVARD DIVINITY SCHOOL
45 FRANCIS AVECAMBRIDGEMA02138NONEPUBLIC CHARITYCHARITABLE$150,000
MOTHERS FOR JUSTICE AND EQUALITY
2201 WASHINGTON STREETBOSTONMA02119NONEPUBLIC CHARITYCHARITABLE$50,000
SHOOTING TOUCH
65 SPRAGUE STREET EAST BUILDING 2NDBOSTONMA02136NONEPUBLIC CHARITYCHARITABLE$60,000FLOOR
CONCORD PRISON OUTREACH
23 BRADFORD STREETCONCORDMA01742NONEPUBLIC CHARITYCHARITABLE$25,000
MASS GENERAL HOSPITAL
275 CAMBRIDGE STREETBOSTONMA02114NONEPUBLIC CHARITYCHARITABLE$100,000
UNITED SOUTH END SETTLEMENTS
48 RUTLAND STREETBOSTONMA02118NONEPUBLIC CHARITYCHARITABLE$100,000
THE HYGIA FOUNDATION
PO BOX 1176NEW CANAANCT06840NONEPUBLIC CHARITYCHARITABLE$50,000
LOUIS D BROWN PEACE INSTITUTE
15 CHRISTOPHER STREETDORCHESTERMA02122NONEPUBLIC CHARITYCHARITABLE$50,000
NORTH SALEM DESIGN GROUP PAY'T MADE
687 TITICUS ROADNORTH SALEMNY10560NONEN/AACCESSIBILITY MODIFICATIONS TO HOME OF NEEDY DISABLED INDIVIDUAL$8,400
JAMES NIXON III PAY'T MADE ON BEHAL
35 MAIN STREETBREWSTERNY10509NONEN/AACCESSIBILITY MODIFICATIONS TO HOME OF NEEDY DISABLED INDIVIDUAL$5,200
CONCORDIA GENERAL CONTRACTING PAY'T
30 FARM LAKE CTCARAMELNY10512NONEN/AACCESSIBILITY MODIFICATIONS TO HOME OF NEEDY DISABLED INDIVIDUAL$113,160
M JP POWER ELECTRIC INC PAY'T MADE
42 CEDAR LANEOSSININGNY10562NONEN/AACCESSIBILITY MODIFICATIONS TO HOME OF NEEDY DISABLED INDIVIDUAL$6,000
FER PLUMBING HEATING INC PAY'T MADE
635 EDER ROADSTORMVILLENY12582NONEN/AACCESSIBILITY MODIFICATIONS TO HOME OF NEEDY DISABLED INDIVIDUAL$6,200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,023,960TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$474,287ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$12,345ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,412,327ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,898,959ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,898,959TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
KARL BANDTEL
117 HIGHLAND STCAMBRIDGEMA02138$633,698Yes (X)
KARL BANDTEL
217 HIGHLAND STCAMBRIDGEMA02138$3,280Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property27,600 SHS. VIPER ENERGY PARTNERSNoncashPropertyDesc
Fair Market Value$633,698FairMarketValueAmt
Received2018-02-07ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$3,800Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,800DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CANADIAN NAT RES LTD$350,581$339,435
RANGE RES CORPORATE NOTE$231,793$205,000
CROWN AMERS LLC NOTE$38,511$37,695

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF THE OZARKS COM$246,000$114,150
CITIGROUP INC COM NEW$406,260$312,360
ESTEE LAUDER COMPANIES INC$255,160$260,200
ZOETIS INC COM$144,900$171,080

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$4,466,991USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$4,498,600USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIDELITY TOTAL MARKET INDEX INSTITUTIONAL CLASSAT COST$5,274,562$5,638,093
FIDELITY U.S. BOND INDEX INSTITUTIONALAT COST$3,166,751$3,091,261
VANGUARD SCOTTSDALE FDS SHORT TERM TREASURYAT COST$2,385,443$2,404,800
VANGUARD SCOTTSDALE FDS LONG TERM TREASURYAT COST$2,095,310$2,241,300

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$4,335LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,335DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTDesc
Amt$1,368,783Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FROM VIPER ENERGY K-1 INVESTMENT INTEREST EXPENSE$460$460$0
FROM VIPER ENERGY K-1 DEPLETION EXPENSE$3,148$3,148$0
PENALTIES$1,299$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFROM VIPER ENERGY K-1 NET ROYALTY INCOMEDesc
Revenue And Expenses Per Books$12,345RevenueAndExpensesPerBooksAmt
Net Investment Income$12,345NetInvestmentIncomeAmt
Adjusted Net Income$12,345AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE$6,523$0$0
FILING FEES$500$0$500

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