ESSEX COUNTY COMMUNITY FDN INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ESSEX COUNTY COMMUNITY FDN INC (EIN 04-3407816)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-10-01
- IRS object ID
- 201802749349300315
- 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
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-01T10:13:59-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042917204 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSTISS & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 WESTFORD STREET | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01851 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043407816 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESSEX COUNTY COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ESSE | BusinessNameControlTxt |
| Phone | 9787778876 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 ANDOVER STREET SUITE 101 | AddressLine1Txt |
| City | DANVERS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01923 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH FRANCIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9787778876 | PhoneNum |
| Signature | 2018-09-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD B DIONNE | PreparerPersonNm |
| PTIN | P00142882 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2018-09-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BETH FRANCIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 ANDOVER STREET SUITE 101 | AddressLine1Txt |
| City | DANVERS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01923 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,969,872 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ECCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO INSPIRE PHILANTHROPY THAT STRENGTHENS THE 34 CITIES AND TOWNS OF ESSEX COUNTY. THIS WORK IS ACHIEVED BY MANAGING DONORS' CHARITABLE FUNDS, STRENGTHENING AND SUPPORTING NONPROFITS AND STUDENTS WITH GRANTS AND RESOURCES, AND BRINGING PEOPLE TOGETHER IN COMMUNITY LEADERSHIP WORK THAT EFFECTS CHANGE IN ESSEX COUNTY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,377,438 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,656,571 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $52,449 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,080 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,539,292 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,510,577 | CYInvestmentIncomeAmt |
| PY Other Revenue | $192,155 | PYOtherRevenueAmt |
| CY Other Revenue | -$25,684 | CYOtherRevenueAmt |
| PY Total Revenue | $13,161,334 | PYTotalRevenueAmt |
| CY Total Revenue | $10,145,544 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,679,171 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,493,963 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $640,967 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $784,846 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $477,854 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,511,809 | PYOtherExpensesAmt |
| CY Other Expenses | $1,804,394 | CYOtherExpensesAmt |
| PY Total Expenses | $6,831,947 | PYTotalExpensesAmt |
| CY Total Expenses | $9,083,203 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,329,387 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,062,341 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $64,426,902 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,768,419 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,875,451 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,674,256 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $51,551,451 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $54,094,163 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO INSPIRE PHILANTHROPY THAT STRENGTHENS THE 34 CITIES AND TOWNS OF ESSEX COUNTY. THIS WORK IS ACHIEVED BY MANAGING DONORS' CHARITABLE FUNDS, STRENGTHENING AND SUPPORTING NONPROFITS AND STUDENTS WITH GRANTS AND RESOURCES, AND BRINGING PEOPLE TOGETHER IN COMMUNITY LEADERSHIP WORK THAT EFFECTS CHANGE IN ESSEX COUNTY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,070,485 | ExpenseAmt |
| Grant | $6,493,963 | GrantAmt |
| Revenue | $4,080 | RevenueAmt |
| Desc | TO RAISE AND DISTRIBUTE FUNDS FROM THE COMMUNITY FOR THE BENEFIT OF CHARITABLE ORGANIZATIONS PRIMARILY IN ESSEX COUNTY, MASSACHUSETTS. | Desc |
| Total Program Service Expenses | $8,070,485 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 63 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER HORIZONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8667197886 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 BROADWAY BLVD 130 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KEVIN M TIERNEY SR | ||||||
| VICE-CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR PATRICIA MAGUIRE MESERVEY | ||||||
| TRUSTEE THRU 06/2018 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN COLUCCI | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW P DORING | ||||||
| CLERK | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JONATHAN PAYSON | ||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVEN P COHEN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT R FANNING JR | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUSAN J GRAY | ||||||
| TRUSTEE THRU 03/2018 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| THERESA ELLIS | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN KNOWLES | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT GOLDMAN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD YAGJIAN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JIM A RULLO | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MOIRA MCNAMARA JAMES | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BEN LANGILLE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TRACY ABEDON FILOSA | ||||||
| TRUSTEE THRU 06/2018 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH MOULTON | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD SUMBERG | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT GORE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE ORTIZ | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BETH FRANCIS | ||||||
| PRESIDENT AND CEO | 40.00 | Yes (X) | $144,750 | $0 | $2,851 | |
| DAVE EDWARDS | ||||||
| PRESIDENT AND CEO THRU 05/2018 | 40.00 | Yes (X) | $164,179 | $0 | $10,060 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $308,929 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,911 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $36,622 | FundraisingAmt |
| All Other Contributions | $8,619,949 | AllOtherContributionsAmt |
| Noncash Contributions | $4,871,791 | NoncashContributionsAmt |
| Total Contributions | $8,656,571 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUMMER FUNDS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,080 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,080 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,080 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,318,950 | TotalRevenueColumnAmt |
| Exclusion | $1,318,950 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,979,261 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,785,605 | SecuritiesAmt |
| Other | $2,029 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $193,656 | SecuritiesAmt |
| Other | -$2,029 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $191,627 | TotalRevenueColumnAmt |
| Exclusion | $191,627 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $11,010 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $36,622 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $36,694 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$25,684 | TotalRevenueColumnAmt |
| Exclusion | -$25,684 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,145,544 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,080 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,484,893 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,204,803 | TotalAmt |
| Program Services | $6,204,803 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,160 | TotalAmt |
| Program Services | $254,160 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,000 | TotalAmt |
| Program Services | $35,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,515 | TotalAmt |
| Program Services | $71,411 | ProgramServicesAmt |
| Management And General | $70,067 | ManagementAndGeneralAmt |
| Fundraising | $162,037 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,661 | TotalAmt |
| Program Services | $207,975 | ProgramServicesAmt |
| Management And General | $93,565 | ManagementAndGeneralAmt |
| Fundraising | $86,121 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,478 | TotalAmt |
| Program Services | $19,225 | ProgramServicesAmt |
| Management And General | $8,112 | ManagementAndGeneralAmt |
| Fundraising | $13,141 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,192 | TotalAmt |
| Program Services | $21,709 | ProgramServicesAmt |
| Management And General | $12,486 | ManagementAndGeneralAmt |
| Fundraising | $18,997 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,720 | TotalAmt |
| Management And General | $1,720 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,533 | TotalAmt |
| Management And General | $16,533 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,166 | TotalAmt |
| Program Services | $8,166 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,411 | TotalAmt |
| Program Services | $260,125 | ProgramServicesAmt |
| Management And General | $69,800 | ManagementAndGeneralAmt |
| Fundraising | $486 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,149 | TotalAmt |
| Fundraising | $28,149 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,049 | TotalAmt |
| Program Services | $32,236 | ProgramServicesAmt |
| Management And General | $32,240 | ManagementAndGeneralAmt |
| Fundraising | $36,573 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,332 | TotalAmt |
| Program Services | $30,533 | ProgramServicesAmt |
| Management And General | $30,533 | ManagementAndGeneralAmt |
| Fundraising | $15,266 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,636 | TotalAmt |
| Program Services | $29,054 | ProgramServicesAmt |
| Management And General | $29,055 | ManagementAndGeneralAmt |
| Fundraising | $14,527 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,356 | TotalAmt |
| Program Services | $23,484 | ProgramServicesAmt |
| Management And General | $2,936 | ManagementAndGeneralAmt |
| Fundraising | $2,936 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,472 | TotalAmt |
| Program Services | $77,568 | ProgramServicesAmt |
| Management And General | $2,178 | ManagementAndGeneralAmt |
| Fundraising | $726 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,732 | TotalAmt |
| Program Services | $3,093 | ProgramServicesAmt |
| Management And General | $3,093 | ManagementAndGeneralAmt |
| Fundraising | $1,546 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,040 | TotalAmt |
| Program Services | $2,416 | ProgramServicesAmt |
| Management And General | $2,416 | ManagementAndGeneralAmt |
| Fundraising | $1,208 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROJECT SUPPORT | $754,162 | $754,162 | ||
| PROFESSIONAL DEVELOPMEN | $132,282 | $132,282 | ||
| OTHER | $74,158 | $13,944 | $6,428 | $53,786 |
| PRINTING & PUBLICATIONS | $55,996 | $11,199 | $11,199 | $33,598 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,200 | TotalAmt |
| Program Services | $10,222 | ProgramServicesAmt |
| Management And General | $10,221 | ManagementAndGeneralAmt |
| Fundraising | $8,757 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,083,203 | TotalAmt |
| Program Services | $8,070,485 | ProgramServicesAmt |
| Management And General | $534,864 | ManagementAndGeneralAmt |
| Fundraising | $477,854 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,431,360 | BOYAmt |
| EOY | $1,106,199 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $544,553 | BOYAmt |
| EOY | $674,370 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,444,255 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,043 | BOYAmt |
| EOY | $31,900 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $102,862 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $96,145 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,293 | BOYAmt |
| EOY | $6,717 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,970,398 | BOYAmt |
| EOY | $66,949,233 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,426,902 | BOYAmt |
| EOY | $68,768,419 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,537 | BOYAmt |
| EOY | $67,648 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,567 | BOYAmt |
| EOY | $290,900 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $10,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,552,347 | BOYAmt |
| EOY | $14,305,708 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,875,451 | BOYAmt |
| EOY | $14,674,256 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,769,512 | BOYAmt |
| EOY | $50,415,244 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,428,054 | BOYAmt |
| EOY | $1,133,644 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,353,885 | BOYAmt |
| EOY | $2,545,275 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,551,451 | BOYAmt |
| EOY | $54,094,163 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,426,902 | BOYAmt |
| EOY | $68,768,419 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,062,341 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,463,770 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$983,399 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,928,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,404,073 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,955,771 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,377,438 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,656,571 | CurrentTaxYearAmt |
| Total | $43,322,703 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,928,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,404,073 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,955,771 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,377,438 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,656,571 | CurrentTaxYearAmt |
| Total | $43,322,703 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,509,503 | SubstantialContributorsTotAmt |
| Public Support Total170 | $40,813,200 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $504,077 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $528,263 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $614,473 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,015,707 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,318,950 | CurrentTaxYearAmt |
| Total | $3,981,470 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $47,304,173 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,750,961 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86280 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87900 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,083,203 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,083,203 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $604,160 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $151,040 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $450,939 | CurrentYearMinus3Amt |
| Current Year Minus2 | $462,997 | CurrentYearMinus2Amt |
| Current Year Minus1 | $491,597 | CurrentYearMinus1Amt |
| Current Year | $604,160 | CurrentYearAmt |
| Total | $2,009,693 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,014,540 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $112,735 | CurrentYearMinus3Amt |
| Current Year Minus2 | $115,749 | CurrentYearMinus2Amt |
| Current Year Minus1 | $122,899 | CurrentYearMinus1Amt |
| Current Year | $151,040 | CurrentYearAmt |
| Total | $502,423 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $753,635 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 110 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $2,911,035 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $3,721,153 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $16,288,027 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,150,630 | BeginningYearBalanceAmt |
| Contributions | $979,390 | ContributionsAmt |
| Investment Earnings Or Losses | $1,056,260 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $979,194 | OtherExpendituresAmt |
| End Year Balance | $15,207,086 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,245,447 | BeginningYearBalanceAmt |
| Contributions | $1,106,136 | ContributionsAmt |
| Investment Earnings Or Losses | $1,125,724 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$3,673,323 | OtherExpendituresAmt |
| End Year Balance | $14,150,630 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,740,470 | BeginningYearBalanceAmt |
| Contributions | $363,604 | ContributionsAmt |
| Investment Earnings Or Losses | -$60,824 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $797,803 | OtherExpendituresAmt |
| End Year Balance | $8,245,447 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,014,185 | BeginningYearBalanceAmt |
| Contributions | $608,500 | ContributionsAmt |
| Investment Earnings Or Losses | $119,591 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,001,806 | OtherExpendituresAmt |
| End Year Balance | $8,740,470 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,826,647 | BeginningYearBalanceAmt |
| Contributions | $2,676,117 | ContributionsAmt |
| Investment Earnings Or Losses | $1,263,705 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,752,284 | OtherExpendituresAmt |
| End Year Balance | $9,014,185 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.75800 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.16740 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07460 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $102,862 | OtherCostOrOtherBasisAmt |
| Depreciation | $96,145 | DepreciationAmt |
| Book Value | $6,717 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,717 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE GIFT ANNUITIES | $446,925 |
| FUNDS HELD FOR OTHERS | $113,326 |
| AGENCY ENDOWMENT FUNDS | $13,745,457 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,305,708 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,377,790 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,463,770 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,463,770 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,914,020 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $8,166 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,223,358 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,231,524 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,145,544 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,835,078 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $25,684 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $25,684 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,809,394 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $8,166 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $265,643 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $273,809 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,083,203 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | GRANTS AND SCHOLARSHIPS TO BENEFIT THE NON-PROFIT ORGANIZATIONS AND CITIZENS OF ESSEX COUNTY, MASSACHUSETTS |
| PART X, LINE 2: | THE FOUNDATION, INCORPORATED UNDER CHAPTER 180 OF THE MASSACHUSETTS GENERAL LAWS AS A TAX EXEMPT ENTITY, HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION AS DEFINED BY SECTION 509(A) OF THE IRC. THEREFORE, IT IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION HAS ELECTED, UNDER IRC SEC. 501(H) TO MAKE LIMITED EXPENDITURES TO INFLUENCE LEGISLATION. THE FOUNDATION IS SUBJECT TO EXCISE TAX OF 25% ON LOBBYING EXPENDITURES IN EXCESS OF ALLOWABLE LIMITS. EXCISE TAX ON EXCESS LOBBYING EXPENDITURES WAS $0 FOR THE YEAR ENDING JUNE 30, 2016. THE FOUNDATION IS REQUIRED BY ASC 740-10, "ACCOUNTING FOR INCOME TAXES," TO EVALUATE AND DISCLOSE TAX POSITIONS THAT COULD HAVE AN EFFECT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION REPORTS ITS ACTIVITIES TO THE INTERNAL REVENUE SERVICE AND TO THE COMMONWEALTH OF MASSACHUSETTS ON AN ANNUAL BASIS. THESE INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO AUDIT AND REVIEW BY THE GOVERNMENTAL AGENCIES FOR A PERIOD OF THREE YEARS AFTER FILING. SUBSTANTIALLY ALL OF THE FOUNDATION'S INCOME, EXPENDITURES AND ACTIVITIES RELATE TO ITS EXEMPT PURPOSE. THEREFORE, MANAGEMENT HAS DETERMINED THAT THE FOUNDATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAXES AND WILL CONTINUE TO QUALIFY AS A TAX EXEMPT NOT-FOR-PROFIT ENTITY. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTIONS TO AGENCY ENDOWMENT FUNDS 1,249,042. DIRECT FUNDRAISING EXPENSES -25,684. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 25,684. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS DISTRIBUTED FROM AGENCY ENDOWMENT FUNDS 265,643. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | POLAND | RegionTxt |
| Type Of Activities Conducted | GRANTS TO RECIPIENTS LOCATED IN THE REGION | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $35,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $35,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $35,000 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | POLAND | RegionTxt |
| Purpose Of Grant | UNRESTRICTED | PurposeOfGrantTxt |
| Cash Grant | $35,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE USE OF GRANT MONEY IS MONITORED THROUGH A FINAL REPORT DUE USUALLY 13 MONTHS AFTER THE INITAL AWARD. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CELEBRATE GIVING | Event1Nm |
| Gross Receipts Event1 | $47,632 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $36,622 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $11,010 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $11,010 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $25,684 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $47,632 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $36,622 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $11,010 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $11,010 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $25,684 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $36,694 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$25,684 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (115 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACTION INC | |||||||||||
| 180 MAIN STREET | GLOUCESTER | MA | 019303749 | 042389332 | 501(C)(3) | $22,600 | GENERAL SUPPORT | ||||
| ADDISON GILBERT HOSPITAL | |||||||||||
| 298 WASHINGTON STREET | GLOUCESTER | MA | 01930 | 042121317 | 501(C)(3) | $12,446 | GENERAL SUPPORT | ||||
| AMIRAH INC | |||||||||||
| PO BOX 54 | WENHAM | MA | 01984 | 271214049 | 501(C)(3) | $9,750 | GENERAL SUPPORT | ||||
| ANDOVER HISTORICAL SOCIETY | |||||||||||
| 97 MAIN STREET | ANDOVER | MA | 018103803 | 020366332 | 501(C)(3) | $174,494 | GENERAL SUPPORT | ||||
| ANDOVER PUBLIC SCHOOLS | |||||||||||
| 36 BARTLET STREET | ANDOVER | MA | 10810 | $142,266 | GENERAL SUPPORT | ||||||
| ANNA JAQUES HOSPITAL | |||||||||||
| 25 HIGHLAND AVENUE | NEWBURYPORT | MA | 01950 | 501(C)(3) | $21,000 | GENERAL SUPPORT | |||||
| ARMAND HAMMER UNITED WORLD COLLEGE OF THE AMERICAN WEST | |||||||||||
| PO BOX 248 | MONTEZUMA | NM | 87731 | 850297355 | $10,000 | GENERAL SUPPORT | |||||
| ATLANTIC SALMON FEDERATION | |||||||||||
| 14 MAINE STREET SUITE 406 | BRUNSWICK | ME | 04011 | 132618801 | 501(C)(3) | $15,000 | GENERAL SUPPORT | ||||
| BABSON COLLEGE | |||||||||||
| 231 FOREST STREET | BABSON PARK | MA | 024570310 | 042103544 | $100,000 | GENERAL SUPPORT | |||||
| BACKYARD GROWERS | |||||||||||
| 269 MAIN STREET | GLOUCESTER | MA | 01930 | 471553021 | 501(C)(3) | $25,000 | GENERAL SUPPORT | ||||
| BARTON CENTER FOR DIABETES EDUCATION | |||||||||||
| 30 ENNIS ROAD | NORTH OXFORD | MA | 015370356 | 222701822 | $40,104 | GENERAL SUPPORT | |||||
| BATES COLLEGE | |||||||||||
| 2 ANDREWS ROAD | LEWISTON | ME | 04240 | 010211781 | 501(C)(3) | $10,000 | GENERAL SUPPORT | ||||
| BELLESINI ACADEMY | |||||||||||
| PO BOX 1021 | LAWRENCE | MA | 01842 | 530196617 | $40,000 | GENERAL SUPPORT | |||||
| BEVERLY BOOTSTRAPS COMMUNITY SERVICES INC | |||||||||||
| 35 PARK STREET | BEVERLY | MA | 01915 | 043254507 | 501(C)(3) | $10,000 | GENERAL SUPPORT | ||||
| BEYOND SOCCER | |||||||||||
| 280 MERRIMACK STREET 309 | LAWRENCE | MA | 01843 | 450648718 | 501(C)(3) | $22,000 | GENERAL SUPPORT | ||||
| BOSTON UNIVERSITY GRADUATE SCHOOL OF MANAGEMENT | |||||||||||
| 595 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | 042103547 | $20,000 | GENERAL SUPPORT | |||||
| BOYS & GIRLS CLUB OF LAWRENCE | |||||||||||
| 136 WATER STREET | LAWRENCE | MA | 01841 | 237296824 | 501(C)(3) | $35,000 | GENERAL SUPPORT | ||||
| BUILDING A BETTER BEVERLY INC | |||||||||||
| 191 CABOT STREET | BEVERLY | MA | 01915 | 274670630 | 501(C)(3) | $40,000 | GENERAL SUPPORT | ||||
| CENTERBOARD INC | |||||||||||
| 16 CITY HALL SQUARE | LYNN | MA | 01901 | 043019658 | 501(C)(3) | $16,500 | GENERAL SUPPORT | ||||
| COLD HOLLOW TO CANADA INC | |||||||||||
| PO BOX 406 | MONTGOMRY CENTER | VT | 05471 | 364717953 | 501(C)(3) | $8,000 | GENERAL SUPPORT | ||||
| COMMUNITY ACTION INC | |||||||||||
| 3 WASHINGTON SQUARE STE 4 | HAVERHILL | MA | 01830 | 042383153 | 501(C)(3) | $16,500 | GENERAL SUPPORT | ||||
| COMMUNITY DAY CHARTER PUBLIC SCHOOL | |||||||||||
| 190 HAMPSHIRE STREET | LAWRENCE | MA | 01840 | 042473133 | $188,432 | GENERAL SUPPORT | |||||
| COMPASS WORKING CAPITAL | |||||||||||
| 89 SOUTH STREET SUITE 804 | BOSTON | MA | 02111 | 203975100 | 501(C)(3) | $21,000 | GENERAL SUPPORT | ||||
| CONNECTICUT CHILDRENS MEDICAL CENTER | |||||||||||
| 282 WASHINGTON STREET | HARTFORD | CT | 061063322 | 222619869 | 501(C)(3) | $76,500 | GENERAL SUPPORT | ||||
| CONSERVATION LAW FOUNDATION | |||||||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | 046149986 | 501(C)(3) | $10,000 | GENERAL SUPPORT | ||||
| CROSSROADS FOR KIDS INC | |||||||||||
| 119 MYRTLE STREET | DUXBURY | MA | 02332 | 042103837 | 501(C)(3) | $10,000 | GENERAL SUPPORT | ||||
| EARTTHJUSTICE | |||||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | 941730465 | 501(C)(3) | $75,000 | GENERAL SUPPORT | ||||
| EAST ED | |||||||||||
| PO BOX 13473 | CHICAGO | IL | 60613 | 522316894 | 501(C)(3) | $18,000 | GENERAL SUPPORT | ||||
| EMMAUS INC | |||||||||||
| PO BOX 568 | HAVERHILL | MA | 01831 | 222702774 | $18,000 | GENERAL SUPPORT | |||||
| ENDICOTT COLLEGE | |||||||||||
| 376 HALE STREET | BEVERLY | MA | 01915 | 042103567 | 501(C)(3) | $100,000 | GENERAL SUPPORT | ||||
| ENVIRONMENT AMERICA RESEARCH AND POLICY CENTER INC | |||||||||||
| 294 WASHINGTON STREET SUITE 500 | BOSTON | MA | 02108 | 134339865 | 501(C)(3) | $75,000 | GENERAL SUPPORT | ||||
| ESSEX ART CENTER | |||||||||||
| 56 ISLAND STREET | LAWRENCE | MA | 01840 | 043238501 | 501(C)(3) | $9,000 | GENERAL SUPPORT | ||||
| ESSEX COUNTY GREENBELT ASSOCIATION | |||||||||||
| 82 EASTERN AVENUE | ESSEX | MA | 042664297 | 042664297 | 501(C)(3) | $7,500 | GENERAL SUPPORT | ||||
| EVELYN LILLLY LITZ FOUNDATION | |||||||||||
| 550 BUILDING SUITE 6500 | BEVERLY | MA | 01915 | 042103885 | 501(C)(3) | $110,000 | GENERAL SUPPORT | ||||
| EXPRESS YOURSELF | |||||||||||
| 100 CUMMINGS CENTER SUITE 165E | BEVERLY | MA | 01915 | 043294365 | 501(C)(3) | $10,000 | GENERAL SUPPORT | ||||
| FAMILIES FOR DEPRESSION AWARENESS | |||||||||||
| 395 TOTTEN POND ROAD | WALTHAM | MA | 02451 | 043546730 | 501(C)(3) | $15,000 | GENERAL SUPPORT | ||||
| FAMILY CONTINUITY - PEABODY CLINIC | |||||||||||
| 9 CENTENNIAL DRIVE | PEABODY | MA | 01960 | 042867023 | 501(C)(3) | $10,000 | GENERAL SUPPORT | ||||
| FAMILY HEALTH PROJECT FUND INC | |||||||||||
| 42 SEA STREET | MANCHESTER | MA | 01944 | 814999393 | $244,838 | GENERAL SUPPORT | |||||
| FAMILY SERVICES OF THE MERRRIMACK VALLEY | |||||||||||
| 430 N CANAL STREET | LAWRENCE | MA | 01840 | 042104054 | 501(C)(3) | $27,000 | GENERAL SUPPORT | ||||
| FRANCISCAN HOSPITAL FOR CHILDREN INC | |||||||||||
| 30 WARREN STREET | BRIGHTON | MA | 02135 | 042156082 | $15,000 | GENERAL SUPPORT | |||||
| FRIENDS OF BEVERLY RECREATION & YOUTH SERVICES INC | |||||||||||
| PO BOX 691 | BEVERLY | MA | 01810 | 043191960 | 501(C)(3) | $7,066 | GENERAL SUPPORT | ||||
| FRIENDS OF THE MAD RIVER | |||||||||||
| PO BOX 255 | WAITSFIELD | VT | 05673 | 030348974 | $8,000 | GENERAL SUPPORT | |||||
| FUNDACJA SENDZIMIRA | |||||||||||
| $35,000 | GENERAL SUPPORT | KIELECKA 16/4 02 | WARSAW | PL | |||||||
| GLOBALGIVING FOUNDATION INC | |||||||||||
| 1110 VERMONT AVE NW SUITE 550 | WASHINGTON | DC | 20005 | 300108263 | 501(C)(3) | $10,000 | GENERAL SUPPORT | ||||
| GOVERNOR DUMMER ACADEMY | |||||||||||
| ONE ELM STREET | BYFIELD | MA | 01922 | 042103564 | 501(C)(3) | $5,500 | GENERAL SUPPORT | ||||
| GREATER LAWRENCE COMMUNITY ACTION COUNCIL INC | |||||||||||
| 305 ESSEX STREET | LAWRENCE | MA | 01840 | 042397449 | 501(C)(3) | $8,000 | GENERAL SUPPORT | ||||
| GREATER LAWRENCE COMMUNITY BOATING PROGRAM | |||||||||||
| 1 EATON STREET | LAWRENCE | MA | 01840 | 042671824 | 501(C)(3) | $20,000 | GENERAL SUPPORT | ||||
| GROUNDWORK LAWRENCE FAMILY HEALTH CENTER INC | |||||||||||
| 50 ISLAND STREET SUITE 101 | LAWRENCE | MA | 01840 | 043546770 | 501(C)(3) | $30,750 | GENERAL SUPPORT | ||||
| HARBORLIGHT COMMUNITY PARTNERS | |||||||||||
| 283 ELIOT STREET PO BOX 507 | BEVERLY | MA | 01915 | 042313571 | 501(C)(3) | $15,000 | GENERAL SUPPORT | ||||
| HARBORLIGHT-STONERIDGE MONTESSORI SCHOOL | |||||||||||
| 243 ESSEX STREET | BEVERLY | MA | 01915 | 042680395 | 501(C)(3) | $8,900 | GENERAL SUPPORT | ||||
| HARVARD UNIVERSITY | |||||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | 042103580 | 501(C)(3) | $75,000 | GENERAL SUPPORT | ||||
| HISPANIC FEDERATION INC | |||||||||||
| 55 EXCHANGE PLACE 5TH FLOOR | NEW YORK | NY | 10005 | 133573852 | 501(C)(3) | $10,000 | GENERAL SUPPORT | ||||
| IMMIGRANT CITY ARCHIVES INC (LAWRENCE HISTORY CENTER) | |||||||||||
| 6 ESSEX STREET | LAWRENCE | MA | 01840 | 042651157 | 501(C)(3) | $180,494 | GENERAL SUPPORT | ||||
| IPSWICH RIVER WATERSHED ASSOCIATION | |||||||||||
| PO BOX 576 | IPSWICH | MA | 01938 | 042615125 | 501(C)(3) | $15,000 | GENERAL SUPPORT | ||||
| JEANNE GEIGER CRISIS CENTER | |||||||||||
| 2 HARRIS STREET | NEWBURYPORT | MA | 01950 | 222474823 | 501(C)(3) | $15,000 | GENERAL SUPPORT | ||||
| JEWISH FAMILY & CHILDREN'S SERVICE | |||||||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | 042104356 | 501(C)(3) | $17,745 | GENERAL SUPPORT | ||||
| LAZARUS HOUSE INC | |||||||||||
| 412 HAMPSHIRE STREET | LAWRENCE | MA | 01841 | 042755382 | 501(C)(3) | $18,000 | GENERAL SUPPORT | ||||
| LAWRENCE COMMUNITY WORKS INC | |||||||||||
| 168 NEWBURY STREET | LAWRENCE | MA | 01841 | 042982308 | 501(C)(3) | $7,000 | GENERAL SUPPORT | ||||
| LAWRENCE FAMILY DEVELOPMENT CHARTER SCHOOL | |||||||||||
| 34 WEST STREET | LAWRENCE | MA | 01841 | 043177142 | 501(C)(3) | $13,500 | GENERAL SUPPORT | ||||
| LAWRENCE GENERAL HOSPITAL | |||||||||||
| ONE GENERAL STREET | LAWRENCE | MA | 018420389 | 042103586 | 501(C)(3) | $45,000 | GENERAL SUPPORT | ||||
| LEAP FOR EDUCATION INC | |||||||||||
| 35 CONGRESS STREET SUITE 102 | SALEM | MA | 01970 | 471445061 | 501(C)(3) | $12,000 | GENERAL SUPPORT | ||||
| LETS GET READY INC | |||||||||||
| 89 SOUTH STREET SUITE 401 | BOSTON | MA | 02111 | 311698832 | 501(C)(3) | $7,000 | GENERAL SUPPORT | ||||
| LIFEBRIDGE INC | |||||||||||
| 56 MARGIN STREET | SALEM | MA | 01970 | 204539306 | $25,000 | GENERAL SUPPORT | |||||
| LUNG TRANSPLANT FUND AT UNIVERSITY OF N CAROLINA AT CHAPEL HILL | |||||||||||
| 3009 BURNETT WOMACK BUILDING CB | CHAPEL HILL | NC | 27599 | 566001393 | 501(C)(3) | $20,000 | GENERAL SUPPORT | 7206 | |||
| LYNN COMMUNITY HEALTH INC | |||||||||||
| 269 UNION STREET | LYNN | MA | 01901 | 042525066 | $50,000 | GENERAL SUPPORT | |||||
| LYNN ECONOMIC OPPORTUNITY INC | |||||||||||
| 156 BORAD STREET | LYNN | MA | 01910 | 042378885 | 501(C)(3) | $7,500 | GENERAL SUPPORT | ||||
| LYNN PUBLIC SCHOOLS | |||||||||||
| 100 BENNETT STREET | LYNN | MA | 019053004 | $247,122 | GENERAL SUPPORT | ||||||
| MAINE COMMUNITY FOUNDATION | |||||||||||
| 245 MAIN STREET | ELLSWORTH | ME | 046051613 | 010391479 | 501(C)(3) | $14,968 | GENERAL SUPPORT | ||||
| MARITIME GLOUCESTER | |||||||||||
| 23 HARBOR LOOP | GLOUCESTER | MA | 01930 | 043480870 | 501(C)(3) | $5,030 | GENERAL SUPPORT | ||||
| MERRIMACK VALLEY HABITAT FOR HUMANITY | |||||||||||
| 60 ISLAND STREET 2ND FLOOR EAST | LAWRENCE | MA | 01840 | 222672831 | 501(C)(3) | $10,000 | GENERAL SUPPORT | ||||
| METHUEN ARLINGTON NEIGHBORHOOD INC | |||||||||||
| 141 TENNEY STREET PO BOX 715 | METHUEN | MA | 01844 | 043265830 | 501(C)(3) | $7,500 | GENERAL SUPPORT | ||||
| METHUEN YMCA | |||||||||||
| 129 HAVERHILL STREET | METHUEN | MA | 01844 | 042104378 | 501(C)(3) | $10,000 | GENERAL SUPPORT | ||||
| MOON BALLOON PROJECT INC | |||||||||||
| 23 CEDAR STREET | HINGHAM | MA | 02043 | 201524202 | $25,000 | GENERAL SUPPORT | |||||
| MONTASERRAT COLLEGE OF ART | |||||||||||
| 23 ESSEX STREET | BEVERELY | MA | 01915 | 521859814 | 501(C)(3) | $95,000 | GENERAL SUPPORT | ||||
| MUSIC AT EDEN'S EDGE | |||||||||||
| PO BOX 5483 | BEVERLY | MA | 01915 | 042780636 | 501(C)(3) | $12,000 | GENERAL SUPPORT | ||||
| NEEDYMEDS INC | |||||||||||
| 50 WHITTEMORE STREET | GLOUCESTER | MA | 01931 | 463091990 | 501(C)(3) | $14,000 | GENERAL SUPPORT | ||||
| NORTH ANDOVER HISTORICAL SOCIETY | |||||||||||
| 153 ACADEMY ROAD | NORTH ANDOVER | MA | 018454037 | 042259628 | 501(C)(3) | $182,260 | GENERAL SUPPORT | ||||
| NORTH SHORE COMMUNITY ACTION PROGRAMS INC | |||||||||||
| 119 REAR FOSTER STREET | PEABODY | MA | 01960 | 042385280 | 501(C)(3) | $10,000 | GENERAL SUPPORT | ||||
| NORTH SHORE ELDER SERVICES | |||||||||||
| 300 ROSEWOOD DRIVE SUITE 200 | DANVERS | MA | 01923 | 042595072 | 501(C)(3) | $15,000 | GENERAL SUPPORT | ||||
| NORTHEAST HOSPITAL CORPORATION | |||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 042121317 | $15,000 | GENERAL SUPPORT | |||||
| NORTHEAST WILDERNESS TRUST | |||||||||||
| 17 STATE STREET SUITE 302 | MONTPELIER | VT | 05602 | 010729039 | $8,000 | GENERAL SUPPORT | |||||
| NORTHWESTERN UNIVERSITY | |||||||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | 362167817 | $50,000 | GENERAL SUPPORT | |||||
| PARENTS HELPING PARENTS | |||||||||||
| 108 WATER STREET | WATERTOWN | MA | 02474 | 042657321 | 501(C)(3) | $20,000 | GENERAL SUPPORT | ||||
| PARTNERS IN HEALTH | |||||||||||
| 888 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | 043567502 | 501(C)(3) | $24,000 | GENERAL SUPPORT | ||||
| PATHWAYS FOR CHILDREN | |||||||||||
| 29 EMERSON AVENUE | GLOUCESTER | MA | 019302660 | 042694002 | 501(C)(3) | $19,000 | GENERAL SUPPORT | ||||
| PINGREE SCHOOL | |||||||||||
| 537 HIGHLAND STREET | SOUTH HAMILTON | MA | 01982 | 042279977 | 501(C)(3) | $5,500 | GENERAL SUPPORT | ||||
| PLUMMER YOUTH PROMISE | |||||||||||
| 37 WINTER ISLAND ROAD | SALEM | MA | 01970 | 042104844 | 501(C)(3) | $10,000 | GENERAL SUPPORT | ||||
| POLICE ASSISTED ADDICTION AND RECOVERY INITIATIVE INC | |||||||||||
| 186 MAIN STREET STE 34 | GLOUCESTER | MA | 01930 | 474235159 | 501(C)(3) | $135,000 | GENERAL SUPPORT | ||||
| PRESIDENT & TRUSTEES OF COLBY COLLEGE | |||||||||||
| 4120 MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04901 | 010211497 | 501(C)(3) | $25,000 | GENERAL SUPPORT | ||||
| PROVIDENCE COUNTRY DAY SCHOOL | |||||||||||
| 660 WATERMAN AVENUE | EAST PROVIDENCE | RI | 029141724 | 050258934 | 501(C)(3) | $15,000 | GENERAL SUPPORT | ||||
| RAW ART WORKS | |||||||||||
| 7 LAFAYETTE TERRACE | NAHANT | MA | 01908 | 222854850 | 501(C)(3) | $12,000 | GENERAL SUPPORT | ||||
| ROOT NS INC | |||||||||||
| 35 CONGRESS STREET | SALEM | MA | 01970 | 475454938 | 501(C)(3) | $170,000 | GENERAL SUPPORT | ||||
| RUSSIAN COMMUNITY ASSOCIATION OF MASSACHUSETTS | |||||||||||
| 20 WHEELER STREET SUITE 401 | LYNN | MA | 01902 | 043102943 | $15,000 | GENERAL SUPPORT | |||||
| SALEM PUBLIC SCHOOLS | |||||||||||
| 29 HIGHLAND AVENUE | SALEM | MA | 01970 | $133,369 | GENERAL SUPPORT | ||||||
| SCHWAB CHARITABLE | |||||||||||
| 211 MAIN STREET | SAN FRANCISCO | CA | 94105 | 311640316 | 501(C)(3) | $926,892 | GENERAL SUPPORT | ||||
| SOUTH CHURCH IN ANDOVER | |||||||||||
| 41 CENTRAL STREET | ANDOVER | MA | 01810 | $7,000 | GENERAL SUPPORT | ||||||
| SPECIAL OLYMPICS INC | |||||||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | 520889518 | 501(C)(3) | $24,000 | GENERAL SUPPORT | ||||
| TEACH FOR AMERICA - MASSACHUSETTS | |||||||||||
| 60 CANAL STREET 5TH FLOOR | BOSTON | MA | 02114 | 133541913 | 501(C)(3) | $7,000 | GENERAL SUPPORT | ||||
| THE CABOT | |||||||||||
| 286 CABOT STREET | BEVERLY | MA | 01915 | 471431634 | 501(C)(3) | $370,000 | GENERAL SUPPORT | ||||
| THE OCEAN FOUNDATION | |||||||||||
| 1320 19TH STREET NW 5TH FLOOR | WASHINGTON | DC | 200369405 | 710863908 | 501(C)(3) | $30,000 | GENERAL SUPPORT | ||||
| TIMANOUS FOUNDATION | |||||||||||
| 23 PAWSON ROAD | BRANFORD | CT | 06405 | 352580434 | $40,000 | GENERAL SUPPORT | |||||
| TOWN OF GEORGETOWN | |||||||||||
| 51 NORTH STREET | GEORGETOWN | MA | 01833 | $10,000 | GENERAL SUPPORT | ||||||
| TOWN OF ROCKPORT | |||||||||||
| 34 BROADWAY | ROCKPORT | MA | 01966 | 046001282 | $50,000 | GENERAL SUPPORT | |||||
| TOWN OF SWAMPSCOTT | |||||||||||
| 22 MONUMENT AVENUE | SWAMPSCOTT | MA | 01907 | $110,000 | GENERAL SUPPORT | ||||||
| TOXICS ACTION CENTER INC | |||||||||||
| 294 WASHINGTON STREET SUITE 130 | BOSTON | MA | 02108 | 043211693 | 501(C)(3) | $20,000 | GENERAL SUPPORT | ||||
| TRUSTEES OF RESERVATION | |||||||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | 042105780 | 501(C)(3) | $30,000 | GENERAL SUPPORT | ||||
| TUFTS MEDICAL CENTERREID R SACCO AYA CLINIC FOR CANCERS ADN BLOOD DISEASE | |||||||||||
| 800 WASHINGTON STREET SUITE 345 | BOSTON | MA | 02111 | 043400617 | 501(C)(3) | $144,000 | GENERAL SUPPORT | ||||
| UNITED WAY OF GREATER HOUSTON | |||||||||||
| PO BOX 3247 | HOUSTON | TX | 77253 | 741167964 | 501(C)(3) | $10,000 | GENERAL SUPPORT | ||||
| VERMONT NATURAL RESOURCES COUNCIL INC | |||||||||||
| 9 BAILEY AVENUE | MONTPELIER | VT | 05602 | 030223731 | $8,000 | GENERAL SUPPORT | |||||
| VNA CARE NETWORK INC | |||||||||||
| 199 ROSEWOOD DRIVE SUITE 180 | DANVERS | MA | 01923 | 042103825 | 501(C)(3) | $19,156 | GENERAL SUPPORT | ||||
| WORLD RESOURCES INSTITUE | |||||||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 20002 | 521257057 | 501(C)(3) | $10,000 | GENERAL SUPPORT | ||||
| YMCA OF METRO NORTH | |||||||||||
| 2 CENTENNIAL DRIVE SUITE 4A | PEABODY | MA | 01960 | 042105883 | 501(C)(3) | $17,500 | GENERAL SUPPORT | ||||
| YMCA OF THE NORTH SHORE INC | |||||||||||
| 245 CABOT STREET | BEVERLY | MA | 01915 | 042104913 | 501(C)(3) | $15,000 | GENERAL SUPPORT | ||||
| YOUTH DEVELOPMENT ORGANIZATION INC | |||||||||||
| 15 UNION STREET 563 | LAWRENCE | MA | 01840 | 043571721 | 501(C)(3) | $15,000 | GENERAL SUPPORT | ||||
| YWCA NORTHEASTERN MA | |||||||||||
| 20 CENTRAL AVENUE SUITE 510 | LYNN | MA | 01901 | 042130847 | $25,124 | GENERAL SUPPORT | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 87 | Total501c3OrgCnt |
| Total Other Org | 28 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | COLLEGE SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 226 | RecipientCnt |
| Cash Grant | $254,160 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WE MONITOR GRANT USE PRIMARILY THROUGH A FINAL REPORT DUE USUALLY 13 MONTHS AFTER THE INITIAL AWARD. THE FINAL REPORT REQUIRES A LIST OF ALL EXPENSES TO THE GRANT. IN THE CASE OF MULTIPLE YEAR GRANTS, WE REQUIRE INTERIM REPORTS EACH YEAR PRIOR TO RELEASING THE NEXT GRANT. WE GENERALLY CONDUCT SITE VISITS TO THE PROGRAM PRIOR TO MAKING A GRANT. SITE VISITS ARE MADE DURING THE SUMMER AFTER AWARDS ARE MADE. THESE ARE ROTATED SO THAT EVERY PROGRAM IS VISITED ABOUT EVERY 3-4 YEARS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVE EDWARDS | PersonNm |
| Title | PRESIDENT AND CEO THRU 05/2018 | TitleTxt |
| Base Compensation Filing Org | $164,179 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $10,060 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $174,239 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE BOARD OF TRUSTEES APPROVES THE PRESIDENT'S COMPENSATION USING EXTERNAL STUDIES FOR GUIDANCE. BOARD APPROVED COMPENSATION IS DOCUMENTED IN AN EMPLOYMENT CONTRACT. |
| PART I, LINE 5 | THE PRESIDENT RECEIVES A BONUS BASED ON MEETING CERTAIN ORGANIZATIONAL GOALS. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 33 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,486,791 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED MARKET PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | VIDEO | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PURCHASE PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE CFO REVIEWS THE RETURN THEN SENDS IT TO THE TREASURER FOR REVIEW. A COPY IS SENT TO EACH BOARD MEMBER BEFORE THE RETURN IS REVIEWED AND SIGNED BY THE CEO THEN FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CHAIR OF EVERY COMMITTEE IS RESPONSIBLE FOR BRINGING THE POLICY TO THE ATTENTION OF THE COMMITTEE PRIOR TO EVERY VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF TRUSTEES APPROVES THE PRESIDENT'S COMPENSATION USING EXTERNAL STUDIES FOR GUIDANCE. NO OTHER OFFICERS RECEIVED COMPENSATION FOR FY 2018. |
| FORM 990, PART VI, SECTION C, LINE 18 | PUBLISHED ON THE ORGANIZATION WEBSITE OR DOCUMENTS AVAILABLE UPON REQUEST |
| FORM 990, PART VI, SECTION C, LINE 19 | PUBLISHED ON THE ORGANIZATION WEBSITE OR DOCUMENTS AVAILABLE UPON REQUEST |
| FORM 990, PART XI, LINE 9: | NET CONTRIBUTIONS TO AGENCY ENDOWMENT FUNDS -983,399. |
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