CLIPPER SHIP FOUNDATION INC C/O HILL & BARLOW: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CLIPPER SHIP FOUNDATION INC C/O HILL & BARLOW (EIN 04-2687384)
- Tax period
- 2017-11-01 to 2018-10-31
- Filed
- 2019-09-16
- IRS object ID
- 201912599349100711
- Schema version
- 2017v2.3
- 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 Other Schedule2
- Other Assets Schedule
- Other Decreases 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 | 2019-09-16T10:39:29-05:00 | ReturnTs |
| Tax Period End | 2018-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042442519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042687384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIPPER SHIP FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLIP | BusinessNameControlTxt |
| Phone | 6173203623 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 165 | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02478 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD J GREENE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6173203623 | PhoneNum |
| Signature | 2019-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT KAPLOWITCH | PreparerPersonNm |
| PTIN | P00002440 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2019-09-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.111.9.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-12 | IPDt |
| IP Tm | 11:36:14 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C1284B650163F101757B7047818B4EE77766F5D2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C1284B650163F101757B7047818B4EE77766F5D2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,627,600 | 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 | $631,297 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $631,297 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $95,319 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,490,118 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $95,319 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$3,713 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,280 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $722,903 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $725,336 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,125 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,375 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $84,711 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $84,711 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,225 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,399 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,399 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $143 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $143 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,951 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,801 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $147,829 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,275 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $135,329 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,248,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,248,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,396,329 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,275 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,383,829 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$673,426 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $720,061 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,880 | CashBOYAmt |
| Cash EOY | $143,300 | CashEOYAmt |
| Cash EOYFMV | $143,300 | CashEOYFMVAmt |
| Other Investments BOY | $24,974,876 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $22,463,234 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,463,234 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $28,291 | OtherAssetsBOYAmt |
| Other Assets EOY | $21,066 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $21,066 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,045,047 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,627,600 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,627,600 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $23,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $23,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,000 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $25,022,047 | UnrestrictedBOYAmt |
| Unrestricted EOY | $22,618,600 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,022,047 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,618,600 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,045,047 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,627,600 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,022,047 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$673,426 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,544 | OtherIncreasesAmt |
| Subtotal | $24,363,165 | SubtotalAmt |
| Other Decreases | $1,744,565 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,618,600 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $1,490,118 | $1,398,224 | $91,894 | $91,894 |
| FROM GMO FORESTRY FUND 8-B LP K-1 | $3,425 | $3,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $95,319 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $613,933 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,191,951 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.026472 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,496,848 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,419,051 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066767 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,635,045 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $25,316,188 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064585 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,615,187 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,392,521 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061199 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,621,399 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $25,526,360 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063519 | DistributionYr5Rt |
| Total Distribution | 0.282542 | TotalDistributionRt |
| Average Distribution | 0.056508 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $24,279,691 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,371,997 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,201 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,379,198 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,383,829 | 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 | $7,201 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,201 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,201 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,265 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $26,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $54,765 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $47,564 | OverpaymentAmt |
| Applied To ES Tax | $47,564 | 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 | 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 | HTTP://CLIPPERSHIPFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DONALD GREENE | IndividualWithBooksNm |
| Phone | 6173203623 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 165 | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02478 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|
| BENJAMIN H LACY RESIGNED 12318 | ||||||||
| PO BOX 165 | BELMONT | MA | 02478 | CHAIRMAN/DIRECTOR | 2.00 | $500 | $0 | $0 |
| DONALD J GREENE | ||||||||
| PO BOX 165 | BELMONT | MA | 02478 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| GENE ALLEN MILLER | ||||||||
| PO BOX 165 | BELMONT | MA | 02478 | TREASURER/DIRECTOR | 2.00 | $2,000 | $0 | $0 |
| ANA PEREZ CAMAYD | ||||||||
| PO BOX 165 | BELMONT | MA | 02478 | DIRECTOR | 2.00 | $2,000 | $0 | $0 |
| KATHARINE LACY | ||||||||
| PO BOX 165 | BELMONT | MA | 02478 | DIRECTOR | 2.00 | $2,000 | $0 | $0 |
| HANNAH BLAISDELL | ||||||||
| PO BOX 165 | BELMONT | MA | 02478 | CLERK | 2.00 | $0 | $0 | $0 |
| JEAN S WHITNEY | ||||||||
| PO BOX 165 | BELMONT | MA | 02478 | DIRECTOR | 2.00 | $2,000 | $0 | $0 |
| CELIA M GRANT | ||||||||
| PO BOX 165 | BELMONT | MA | 02478 | DIRECTOR | 2.00 | $2,000 | $0 | $0 |
| BRYAN SPENCE | ||||||||
| PO BOX 165 | BELMONT | MA | 02478 | DIRECTOR | 2.00 | $2,000 | $0 | $0 |
| KAY BERTHOLD FRISHMAN | ||||||||
| PO BOX 165 | BELMONT | MA | 02478 | DIRECTOR | 2.00 | $2,000 | $0 | $0 |
| JOANNE POKASKI | ||||||||
| PO BOX 165 | BELMONT | MA | 02478 | DIRECTOR | 2.00 | $2,000 | $0 | $0 |
| TYRA SIDBERRY | ||||||||
| PO BOX 165 | BELMONT | MA | 02478 | DIRECTOR | 2.00 | $2,000 | $0 | $0 |
| DANIEL J HUELSMAN APPOINTED 12318 | ||||||||
| PO BOX 165 | BELMONT | MA | 02478 | DIRECTOR | 2.00 | $2,000 | $0 | $0 |
| 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 | GMA FOUNDATIONS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LIBERTY SQ STE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADMINISTRATION | ServiceTypeTxt |
| Compensation | $84,711 | 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 | $24,567,672 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $81,760 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,649,432 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,649,432 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $369,741 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,279,691 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,213,985 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,213,985 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,201 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,201 | TotalTaxAmt |
| Distributable Before Adj | $1,206,784 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,206,784 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,206,784 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,383,829 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,383,829 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,201 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,376,628 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,206,784 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $162,160 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $331,625 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $442,620 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $412,155 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,348,560 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,383,829 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,206,784 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $177,045 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,525,605 | 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 | $162,160 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,363,445 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $331,625 | ExcessFromYear4Amt |
| Excess From Year3 | $442,620 | ExcessFromYear3Amt |
| Excess From Year2 | $412,155 | ExcessFromYear2Amt |
| Excess From Current Year | $177,045 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONALD GREENE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 165 | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02478 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6173203623 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS MUST BE FILED ONLINE ON THE ORGANIZATION'S WEBSITE AND MUST INCLUDE A BRIEF ORGANIZATION PROFILE, INDICATE THE GRANT FOCUS AREA (FOSTER CARE, OPPORTUNITY YOUTH, OR HOUSING & SHELTER) OF THE REQUEST AND UPLOAD A BRIEF (TWO-PAGE MAXIMUM) CONCEPT PAPER EXPLAINING THE GOALS, OBJECTIVES AND INTENDED IMPACTS FOR THE PROPOSED REQUEST. APPLICANTS WILL BE NOTIFIED AS TO WHETHER THEY HAVE BEEN INVITED TO SUBMIT A FULL PROPOSAL. INVITED APPLICANTS WILL RECEIVE INSTRUCTIONS FOR COMPLETING A FULL PROPOSAL. FOLLOWING PROPOSAL SUBMISSION, APPLICANTS MAY BE ASKED TO HOST A SITE VISIT IN LATE APRIL OR EARLY MAY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 2: CONCEPT PAPER DEADLINE; MARCH 1: FULL PROPOSAL DEADLINE; APRIL-MAY: SITE VISITS | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION FOCUSES ITS GRANT ACTIVITIES IN THE AREAS OF HOUSING AND SHELTER, FOSTER CARE, AND OPPORTUNITY YOUTH TO INDIVIDUALS AND ORGANIZATIONS IN THE GREATER BOSTON AREA AS WELL AS LAWRENCE AND BROCKTON. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EAST BOSTON ECUMENICAL COMMUNITY COUNCIL | |||||||
| 50 MERIDIAN STREET | EAST BOSTON | MA | 02128 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| ESSEX COUNTY COMMUNITY FOUNDATION | |||||||
| 175 ANDOVER ST | DANVERS | MA | 01923 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| FRIENDS OF HOLLY HILL FARM | |||||||
| 236 JERUSALEM ROAD | COHASSET | MA | 02025 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| MASS MENTORING PARTNERSHIP INC | |||||||
| 75 KNEELAND STREET 11TH FLOOR | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN | |||||||
| 125 HARTWELL AVE | LEXINGTON | MA | 02421 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| RISE ABOVE FOUNDATION | |||||||
| PO BOX 174 | NORTHBRIDGE | MA | 01534 | N/A | PC | PROGRAM SUPPORT | $30,000 |
| SILVER LINING MENTORING | |||||||
| 727 ATLANTIC AVE 3RD FLOOR | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $75,000 |
| MASSACHUSETTS ADOPTION RESOURCE EXCHANGE | |||||||
| 19 NEEDHAM ST STE 206 | NEWTON | MA | 02461 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| JUSTICE RESOURCE INSTITUTE | |||||||
| 160 GOULD ST STE 300 | NEEDHAM | MA | 02494 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| FAMILY SERVICES OF THE MERRIMACK VALLEY | |||||||
| 430 NORTH CANAL STREET | LAWRENCE | MA | 01840 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| THE WILY NETWORK | |||||||
| 1920 CENTRE ST STE 1 | WEST ROXBURY | MA | 02132 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| BOSTON CASA INC | |||||||
| PO BOX 8426 | BOSTON | MA | 02114 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| CAMBRIDGE FAMILY & CHILDREN'S SERVICES | |||||||
| 60 GORE STREET | CAMBRIDGE | MA | 02141 | N/A | PC | PROGRAM SUPPORT | $73,500 |
| EMH RECOVERY INC | |||||||
| 678 N MAIN STREET | BROCKTON | MA | 02301 | N/A | PC | PROGRAM SUPPORT | $100,000 |
| BRIDGE OVER TROUBLED WATERS INC | |||||||
| 47 WEST STREET | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $75,000 |
| HEARTH INC | |||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| SOUTH SHORE HOUSING DEVELOPMENT CORP | |||||||
| 169 SUMMER STREET | KINGSTON | MA | 02364 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| THE HAVEN PROJECT | |||||||
| 65 MUNROE STREET | LYNN | MA | 01901 | N/A | PC | PROGRAM SUPPORT | $80,000 |
| INQUILINOS BORICUAS EN ACCION | |||||||
| 405 SHAWMUT AVE | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $35,000 |
| LAWRENCE FAMILY DEVELOPMENT & EDUCATION FUND INC | |||||||
| 34 WEST STREET | LAWRENCE | MA | 01841 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| MORE THAN WORDS INC | |||||||
| 242 EAST BERKELEY ST 2ND FLOOR | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $100,000 |
| YOUTHBUILD BOSTON INC | |||||||
| 27 CENTRE STREET | ROXBURY | MA | 02119 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| ROXBURY YOUTHWORKS INC | |||||||
| 841 PARKER ST UNIT 104-106 | ROXBURY CROSSING | MA | 02120 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| RENNIE CENTER FOR EDUCATION RESEARCH & POLICY | |||||||
| 114 STATE ST 3RD FLOOR | BOSTON | MA | 02109 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| ECUMENICAL SOCIAL ACTION COMMITTEE | |||||||
| PO BOX 301749 | JAMAICA PLAIN | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,248,500 | 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 | $631,297 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $95,319 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 PASSTHROUGH FROM GMO FORESTRY FUND 8-B LP | 523000 | -$2,433 | 14 | -$1,536 |
| SECURITY LITIGATION PROCEEDS | 14 | $256 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$2,433 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $725,336 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $722,903 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $13,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,900 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | FMV | $22,352,902 | $22,352,902 |
| GMO FORESTRY FUND 8-B LP | FMV | $110,332 | $110,332 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAXES | Desc |
| BOY Book Value | $28,291 | BOYBookValueAmt |
| EOY Book Value | $21,066 | EOYBookValueAmt |
| EOYFMV | $21,066 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $1,744,565 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $326 | $0 | $326 |
| BANK CHARGES | $60 | $0 | $60 |
| FILING FEES | $265 | $0 | $265 |
| WEBSITE HOSTING | $250 | $0 | $250 |
| GMO TRANSACTION FEES | $150 | $150 | $0 |
| DUES AND SUBSCRIPTIONS | $18,900 | $0 | $18,900 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 PASSTHROUGH FROM GMO FORESTRY FUND 8-B LP | -$3,969 | -$1,536 | -$3,969 |
| SECURITY LITIGATION PROCEEDS | $256 | $256 | $256 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX REPORTING DIFFERENCES DUE TO K-1 | $544 |
| DEFERRED TAX BENEFIT | $14,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $23,000 | BOYBookValueAmt |
| EOY Book Value | $9,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT ADMINISTRATION | CategoryTxt |
| Amt | $84,711 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $84,711 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $7,225 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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