BUSHROD H CAMPBELL AND ADAH F HALL CHARITY FUND: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BUSHROD H CAMPBELL AND ADAH F HALL CHARITY FUND (EIN 04-6013598)
- Tax period
- 2018-06-01 to 2019-05-31
- Filed
- 2019-10-08
- IRS object ID
- 201912819349100916
- 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
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-08T15:33:47-05:00 | ReturnTs |
| Tax Period End | 2019-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041433295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046013598 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUSHROD H CAMPBELL & ADAH F HALL | BusinessNameLine1Txt |
| Business Name Line2 | CHARITY FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUSH | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES LLP PO BOX 961209 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021961209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR B PAGE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2019-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACQUELINE D UHLMANN | PreparerPersonNm |
| PTIN | P01717775 | PTIN |
| Phone | 6172277940 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.92.138.76 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-08 | IPDt |
| IP Tm | 11:02:54 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 515EBFB017B06FB62E584C6D8A4F14298D422291 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,105,965 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $476,625 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $476,625 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,520,331 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,948,822 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,520,331 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,162 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,006,118 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,996,956 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,430 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $85,430 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $103,807 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $103,807 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $62,092 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,092 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,897 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,655 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,802 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,677 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $299,028 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $176,854 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $108,932 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $966,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $966,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,265,528 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $176,854 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,075,432 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $740,590 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,820,102 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $631,416 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $901,535 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $901,535 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,128,161 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,067,263 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,412,934 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,760,448 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,230,556 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,285,963 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $421,418 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $505,533 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $505,533 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,941,443 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,704,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,105,965 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $15,463,367 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,486,221 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$2,521,924 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,781,334 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,941,443 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,704,887 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,941,443 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,704,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,941,443 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $740,590 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,854 | OtherIncreasesAmt |
| Subtotal | $13,704,887 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,704,887 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $23,150 | $32,288 | -$9,138 | -$9,138 |
| PUBLICLY TRADED SECURITIES | P | $3,925,672 | $2,425,621 | $1,500,051 | $1,500,051 |
| K1 PARK STREET CAPITAL PRIVATE EQUITY | P | $1,620 | $1,620 | ||
| K1 PARK STREET CAPITAL PRIVATE EQUITY | P | $19,891 | $19,891 | ||
| K1 PARK STREET CAPITAL PRIVATE EQUITY | P | $5,522 | $5,522 | ||
| K1 WINDSAIL CREDIT QP FUND PRIVATE EQUITY | P | $1,402 | $1,402 | ||
| K1 WINDSAIL CREDIT QP FUND PRIVATE EQUITY | P | $983 | $983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,520,331 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,103,529 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $22,762,883 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048479 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,044,619 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,310,169 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049020 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,019,320 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,062,697 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048395 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $894,703 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,062,553 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040553 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $933,408 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,654,727 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045191 | DistributionYr5Rt |
| Total Distribution | 0.231638 | TotalDistributionRt |
| Average Distribution | 0.046328 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $23,763,535 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,100,917 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,201 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,119,118 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,075,432 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,402 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,402 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,402 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $23,602 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ARTHUR B PAGE ESQ | IndividualWithBooksNm |
| Phone | 6172277940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES LLP 75 STATE ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| NANCY B GARDINER | |||||||||
| HEMENWAY BARNES LLP 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 2.50 | $42,715 | $0 | $0 | |
| ARTHUR B PAGE | |||||||||
| HEMENWAY BARNES LLP 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 2.50 | $42,715 | $0 | $0 | |
| GEORGE P BEAL | |||||||||
| BOSTON FAMILY OFFICE LLC 88 BROAD | BOSTON | MA | 02110 | TRUSTEE | 1.00 | $5,000 | $0 | $0 | ST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,452,335 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $673,081 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,125,416 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,125,416 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $361,881 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,763,535 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,188,177 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,188,177 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,402 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,402 | TotalTaxAmt |
| Distributable Before Adj | $1,151,775 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,151,775 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,151,775 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,075,432 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,075,432 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,075,432 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,151,775 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,056,487 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,075,432 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,056,487 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,945 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,132,830 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (139 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 2LIFE COMMUNITIES | ||||||||
| 30 WALLINGFORD ROAD | BRIGHTON | MA | 02135 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| ABCD NORTH ENDWEST END NEIGHBORHOOD SERVICE CENTER (NEWE NSC) | ||||||||
| 178 TREMONT STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| ADOLESCENT CONSULTATION SERVICES INC | ||||||||
| 189 CAMBRIDGE STREET | CAMBRIDGE | MA | 02141 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| ALL DORCHESTER SPORTS LEAGUE INC | ||||||||
| 1565 DORCHESTER AVE | DORCHESTER | MA | 02122 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| AMERICAN RED CROSS OF MASSACHUSETTS | ||||||||
| 101 STATION LANDING SUITE 510 | MEDFORD | MA | 02155 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| ARTISTS FOR HUMANITY INC | ||||||||
| 100 WEST SECOND STREET | BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| BASETHE | ||||||||
| 11 WALNUT PARK | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| BASICS INCTHE | ||||||||
| 89 SOUTH STREET 7TH FLOOR | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,000 | |
| BAY COVE HUMAN SERVICES INC | ||||||||
| 66 CANAL STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| BOSTON AREA RAPE AND CRISIS CENTER | ||||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,000 | |
| BOSTON CASA | ||||||||
| 85 MERRIMAC STREET SUITE 401 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER (BCNC) | ||||||||
| 885 WASHINGTON STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| BOSTON DEBATE LEAGUE INC | ||||||||
| 566 COLUMBUS AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM | ||||||||
| 780 ALBANY STREET | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| BOSTON HOMETHE | ||||||||
| 2049 DORCHESTER AVENUE | BOSTON | MA | 02124 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,000 | |
| BOSTON MEDICAL CENTER | ||||||||
| 801 MASSACHUSETTS AVENUE FIRST | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | FLOOR |
| BOSTON PARTNERS IN EDUCATION INC | ||||||||
| 44 FARNSWORTH STREET | BOSTON | MA | 02210 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| BOSTON RESCUE MISSION | ||||||||
| 39 KINGSTON STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| BOYS & GIRLS CLUBS OF DORCHESTER | ||||||||
| 1135 DORCHESTER AVENUE | DORCHESTER | MA | 02125 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| BREAKTHROUGH GREATER BOSTON | ||||||||
| PO BOX 381486 | CAMBRIDGE | MA | 02238 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| BRIDGE OVER TROUBLED WATERS | ||||||||
| 47 WEST STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $9,000 | |
| BROOKVIEW HOUSE | ||||||||
| 2 BROOKVIEW STREET | DORCHESTER | MA | 02124 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| CAMBRIDGE SCHOOL VOLUNTEERS INC | ||||||||
| 459 BROADWAY | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| CARITAS COMMUNITIES INC | ||||||||
| 25 BRAINTREE HILL OFFICE PARK SUITE | BRAINTREE | MA | 02184 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | 206 |
| CASA MYRNA | ||||||||
| 38 WAREHAM STREET | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| CASA NUEVA VIDA INC | ||||||||
| 53 GLEN ROAD | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,000 | |
| CATHOLIC CHARITIES | ||||||||
| 275 WEST BROADWAY | SOUTH BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| CHICA PROJECT | ||||||||
| 614 COLUMBIA ROAD UNIT REAR | DORCHESTER | MA | 02125 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| CITY MISSION INC | ||||||||
| 185 COLUMBIA ROAD | DORCHESTER | MA | 02121 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| CODMAN SQUARE HEALTH CENTER | ||||||||
| 637 WASHINGTON STREET | DORCHESTER | MA | 02124 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| COLLEGE BOUND DORCHESTER | ||||||||
| 275 EAST COTTAGE STREET | DORCHESTER | MA | 02125 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| COMMUNITY ACTION AGENCY OF SOMERVILLE | ||||||||
| 66-70 UNION SQUARE 104 | SOMERVILLE | MA | 02143 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| COMMUNITY FAMILYTHE | ||||||||
| 106 WYLLIS AVENUE | EVERETT | MA | 02149 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| COMMUNITY ROWING INC | ||||||||
| 20 NONANTUM ROAD | BRIGHTON | MA | 02135 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| COMMUNITY SERVINGS INC | ||||||||
| 18 MARBURY TERRACE | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| COMMUNITY WORK SERVICE | ||||||||
| 174 PORTLAND STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $6,000 | |
| DEAF INC | ||||||||
| 215 BRIGHTON AVENUE | ALLSTON | MA | 02134 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| DISCOVERING JUSTICE | ||||||||
| ONE COURTHOUSE WAY SUITE 3120 | BOSTON | MA | 02210 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| DUDLEY STREET NEIGHBORHOOD INITIATIVE INC | ||||||||
| 550 DUDLEY STREET | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| ECONOMIC MOBILITY PATHWAYS | ||||||||
| ONE WASHINGTON MALL 3RD FLOOR | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $4,000 | |
| EDUCATIONAL DEVELOPMENT GROUP INC | ||||||||
| 434 MASSACHUSETTS AVENUE STE G1 | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| ELIZABETH STONE HOUSE INC | ||||||||
| PO BOX 300039 | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| EMERGE | ||||||||
| 2464 MASSACHUSETTS AVENUE SUITE 101 | CAMBRIDGE | MA | 02140 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $6,000 | |
| EMMANUEL GOSPEL CENTER | ||||||||
| 2 SAN JUAN STREET | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| ENROOT | ||||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| EPIPHANY SCHOOL | ||||||||
| 154 CENTRE STREET | BOSTON | MA | 02124 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| EVKIDS INC | ||||||||
| 218 ADAMS STREET | DORCHESTER | MA | 02122 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $4,000 | |
| FAMILIES FIRST PARENTING PROGRAMS INC | ||||||||
| 9 GALEN STREET SUITE 400 | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| FAMILY NURTURING CENTER | ||||||||
| 185 COLUMBIA ROAD STE 304 | DORCHESTER | MA | 02121 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| FAMILYAID BOSTON | ||||||||
| 3815 WASHINGTON STREET | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,000 | |
| FATHER BILL'S & MAINSPRING | ||||||||
| 422 WASHINGTON STREET | QUINCY | MA | 02169 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| FOOD FOR FREE COMMITTEE INC | ||||||||
| 11 INMAN STREET | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| FRANCISCAN HOSPITAL FOR CHILDREN | ||||||||
| 30 WARREN STREET | BRIGHTON | MA | 02135 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| FRIENDS OF ST STEPHEN'S YOUTH PROGRAMS | ||||||||
| 31 LENOX STREET | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $12,000 | |
| FRIENDS OF THE CHILDREN- BOSTON INC | ||||||||
| 184 DUDLEY STREET SUITE 100 | ROXBURY | MA | 021192556 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| FRIENDSHIPWORKS | ||||||||
| 105 CHAUNCY STREET SUITE 801 | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| GENERATIONS INCORPORATED | ||||||||
| 25 KINGSTON STREET 4TH FLOOR | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| GIRLS INCORPORATED OF LYNN | ||||||||
| 50 HIGH STREET | LYNN | MA | 01902 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| GREATER BOSTON FOOD BANKTHE | ||||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| GREATER BOSTON LEGAL SERVICES | ||||||||
| 197 FRIEND STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $12,500 | |
| HALEY HOUSE | ||||||||
| 23 DARTMOUTH STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| HAWTHORNE YOUTH AND COMMUNITY CENTER (HYCC) | ||||||||
| 9 FULDA STREET | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| HEADING HOME | ||||||||
| 529 MAIN STREET SUITE 100 | CHARLESTOWN | MA | 02129 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| HEALTH CARE WITHOUT WALLS | ||||||||
| 148 LINDEN STREET SUITE 208 | WELLESLEY | MA | 02482 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| HEARTH INC | ||||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| HESPERIAN HEALTH GUIDES | ||||||||
| 1919 ADDISON STREET SUITE 304 | BERKELEY | CA | 94704 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| HOME FOR LITTLE WANDERERSTHE | ||||||||
| 10 GUEST STREET SUITE 300 | BOSTON | MA | 02135 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| HOMEOWNER OPTIONS FOR MASSACHUSETTS ELDERS (HOME) | ||||||||
| 87 HALE STREET | LOWELL | MA | 01851 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| HOMESTART INC | ||||||||
| 105 CHAUNCY STREET SUITE 502 | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| HORIZONS FOR HOMELESS CHILDREN | ||||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| HYDE SQUARE TASK FORCE | ||||||||
| PO BOX 301871 | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| IMMIGRANT FAMILY SERVICES INSTITUTE | ||||||||
| 575 AMERICAN LEGION HIGHWAY | ROSLINDALE | MA | 02131 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| INQUILINOS BORICUAS EN ACCION | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $6,000 | |
| INTERNATIONAL INSTITUTE OF NEW ENGLAND | ||||||||
| 2 BOLYSTON STREET 3RD FLOOR | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| INVERSANT | ||||||||
| 561 BOYLSTON STREET 4TH FLOOR | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| IRISH INTERNATIONAL IMMIGRANT CENTER | ||||||||
| ONE STATE STREET 8TH FLOOR | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| LA VIDA SCHOLARS | ||||||||
| 120 MUNROE STREET | LYNN | MA | 01901 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $4,000 | |
| LITTLE BROTHERS - FRIENDS OF THE ELDERLY | ||||||||
| 2 PARK PLAZA SUITE 314 | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| MAB COMMUNITY SERVICES INC | ||||||||
| 200 IVY STREET | BROOKLINE | MA | 02446 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $6,000 | |
| MARGARET FULLER NEIGHBORHOOD HOUSE INC | ||||||||
| 71 CHERRY STREET | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| MASSACHUSETTS ALLIANCE OF PORTUGUESE SPEAKERS | ||||||||
| 1046 CAMBRIDGE STREET | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| MASSACHUSETTS COALITION FOR THE HOMELESS | ||||||||
| 73 BUFFUM STREET | LYNN | MA | 01902 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $9,000 | |
| MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN (MSPCC) | ||||||||
| 3815 WASHINGTON STREET SUITE 2 | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,000 | |
| METRO HOUSING BOSTON | ||||||||
| 1411 TREMONT STREET | BOSTON | MA | 02120 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| MISSION OF DEEDS | ||||||||
| 6 CHAPIN AVENUE | READING | MA | 01867 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| MORE THAN WORDS | ||||||||
| 56 FELTON STREET | WALTHAM | MA | 02453 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $9,000 | |
| MOTHERS FOR JUSTICE AND EQUALITY | ||||||||
| 2201 WASHINGTON STREET | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| MOUNT PLEASANT HOME | ||||||||
| 301 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| MUJERES UNIDAS AVANZANDO | ||||||||
| 54 CLAYTON STREET | DORCHESTER | MA | 02122 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $9,000 | |
| MYSTIC VALLEY ELDER SERVICES | ||||||||
| 300 COMMERCIAL STREET 19 | MALDEN | MA | 02148 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| NEIGHBORHOOD OF AFFORDABLE HOUSING INC | ||||||||
| 143 BORDER STREET | EAST BOSTON | MA | 02128 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| NEW ENGLAND CENTER AND HOME FOR VETERANS | ||||||||
| 17 COURT STREET | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| OPERATION ABLE OF GREATER BOSTON INC | ||||||||
| 174 PORTLAND STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| PARENTS HELPING PARENTS | ||||||||
| 108 WATER STREET | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| PARTNERS FOR YOUTH WITH DISABILITIES | ||||||||
| 5 MIDDLESEX AVENUE SUITE 307 | SOMERVILLE | MA | 02145 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| PCI MEDIA | ||||||||
| 777 UNITED NATIONS PLAZA 5TH FL | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| PEER HEALTH EXCHANGE | ||||||||
| 745 ATLANTIC AVE 8TH FLOOR | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| PHILANTHROPY MASSACHUSETTS | ||||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS | ||||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | ||||||||
| 784 HERCULES DRIVE SUITE 110 | COLCHESTER | VT | 05446 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |
| POLITICAL ASYLUM IMMIGRATION REPRESENTATION PROJECT | ||||||||
| 98 NORTH WASHINGTON STREET SUITE | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | 106 |
| PRICE CENTERTHE | ||||||||
| 27 CHRISTINA STREET SUITE 201 | NEWTON | MA | 02461 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| PRO-CHOICE MASSACHUSETTS FOUNDATION | ||||||||
| 15 COURT SQUARE SUITE 900 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| PROJECT BREAD - THE WALK FOR HUNGER | ||||||||
| 145 BORDER STREET | EAST BOSTON | MA | 02128 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $6,000 | |
| PROJECT CITIZENSHIP | ||||||||
| 4 FANEUIL SOUTH MARKET BUILDING 3RD | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | FLOOR |
| PROJECT HOPE | ||||||||
| 550 DUDLEY STREET | ROXBURY | RI | 02119 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| QUINCY COMMUNITY ACTION PROGRAMS INC | ||||||||
| 1509 HANCOCK STREET | QUINCY | MA | 02169 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $4,000 | |
| RAW ART WORKS INC | ||||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| REACH BEYOND DOMESTIC VIOLENCE | ||||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| REBUILDING TOGETHER BOSTON | ||||||||
| PO BOX 301209 | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| RESPOND INC | ||||||||
| PO BOX 555 | SOMERVILLE | MA | 02143 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| ROGERSON COMMUNITIES | ||||||||
| ONE FLORENCE STREET | BOSTON | MA | 02131 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| ROOM TO GROW | ||||||||
| 142 BERKELEY STREET FL 3 | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| ROSIE'S PLACE | ||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,000 | |
| SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE | ||||||||
| PO BOX 301155 | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $4,000 | |
| SHERRILL HOUSE INC | ||||||||
| 135 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| SILVER LINING MENTORING | ||||||||
| 727 ATLANTIC AVENUE 3RD FLOOR | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| SOCIEDAD LATINA | ||||||||
| 1530 TREMONT STREET | ROXBURY | MA | 02120 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| SOUTH BOSTON NEIGHBORHOOD HOUSE | ||||||||
| 136 H ST | SOUTH BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| SPORTSMEN'S TENNIS & ENRICHMENT CENTER | ||||||||
| 950 BLUE HILL AVENUE | DORCHESTER | MA | 02124 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| SPRINGWELL | ||||||||
| 307 WAVERLEY OAKS ROAD STE 2015 | WALTHAM | MA | 02452 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | |
| ST FRANCIS HOUSE | ||||||||
| 7 BOYLSTON SQUARE | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| STEPPINGSTONE FOUNDATION INC | ||||||||
| ONE APPLETON STREET 4TH FLOOR | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,000 | |
| STRAIGHT AHEAD MINISTRIES | ||||||||
| 791 MAIN STREET | WORCESTER | MA | 01610 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| STRIVE BOSTON | ||||||||
| 651 WASHINGTON STREET | DORCHESTER CENTER | MA | 02124 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| STRONG WOMEN STRONG GIRLS | ||||||||
| 555 AMORY STREET 3R-3 | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| SUMMER SEARCH BOSTON | ||||||||
| 3840 WASHINGTON STREET | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $6,000 | |
| THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER | ||||||||
| PO BOX 127 | BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| TUTORING PLUS OF CAMBRIDGE INC | ||||||||
| 225 WINDSOR STREET | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| UPSTREAM USA | ||||||||
| 426 17TH STREET SUITE 200 | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| VETERANS LEGAL SERVICES | ||||||||
| 225 FRIEND STREET SUITE 504 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $6,000 | |
| VICTORY PROGRAMS INC | ||||||||
| 965 MASSACHUSETTS AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| VIETNAMESE AMERICAN INITIATIVE FOR DEVELOPMENT DBA VIETAID INC | ||||||||
| 42 CHARLES STREET SUITE E | DORCHESTER | MA | 02122 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| WALKER INC | ||||||||
| 1968 CENTRAL AVENUE | NEEDHAM | MA | 02492 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| WEST END HOUSE INC | ||||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| WOMEN'S LUNCH PLACE | ||||||||
| PO BOX 170900 | BOSTON | MA | 02117 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| YOUNG AUDIENCES OF MASSACHUSETTS INC | ||||||||
| 89 SOUTH STREET SUITE 603 | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| YOUTHBUILD BOSTON | ||||||||
| 27 CENTRE STREET | BOSTON | MA | 02119 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| ZUMIX | ||||||||
| 260 SUMNER STREET | EAST BOSTON | MA | 02128 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $966,500 | 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 | $476,625 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,520,331 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd |
|---|---|---|
| K1 PARK STREET CAPITAL PRIVATE EQUITY | -$6,020 | 14 |
| K1 WINDSAIL CREDIT QP FUND, LP | $15,182 | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $9,162 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,996,956 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,006,118 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INV - CORP BONDS | BondNm |
| EOY Book Value | $4,230,556 | EOYBookValueAmt |
| EOYFMV | $4,285,963 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INV - CORP STOCK | StockNm |
| EOY Book Value | $8,067,263 | EOYBookValueAmt |
| EOYFMV | $18,412,934 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| K1 PARK ST CAPITAL PRIVATE EQUITY FD XI (80-0966349) | AT COST | $342,741 | $342,741 |
| K1 WINDSAIL CREDIT QP FUND, LP (61-1848883) | AT COST | $162,792 | $162,792 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATION & LEGAL FEES | CategoryTxt |
| Legal Fees | $103,807 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $103,807 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMONWEALTH OF MASSACHUSETTS - FILING FEE | $125 | $0 | $125 |
| PORTFOLIO DEDUCTIONS-PARK ST CAPITAL PRIVATE EQUITY FD XI (80-0966349) | $12,677 | $12,677 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| K1 PARK STREET CAPITAL PRIVATE EQUITY | -$6,020 | -$6,020 |
| K1 WINDSAIL CREDIT QP FUND, LP | $15,182 | $15,182 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENT | Desc |
| Amt | $22,854 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREP FEE | $5,139 | $5,139 | $0 |
| INVESTMENT MANAGEMENT FEES | $56,953 | $56,953 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $16,643 | $16,643 | $0 |
| FOREIGN TAXES WITHHELD - K1 PARK STREET CAPITAL PRIVATE EQUITY FD XI (80-09 | $12 | $12 | $0 |
| FEDERAL EXCISE TAX | $12,800 | $0 | $0 |
| FEDERAL TAXES DUE 2017 | $442 | $0 | $0 |
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