BUSHROD H CAMPBELL AND ADAH F HALL CHARITY FUND: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BUSHROD H CAMPBELL AND ADAH F HALL CHARITY FUND (EIN 04-6013598)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2018-10-10
- IRS object ID
- 201802839349100015
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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 | 2018-10-10T13:04:23-05:00 | ReturnTs |
| Tax Period End | 2018-05-31 | 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 | 2017-06-01 | 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 | 2018-10-05 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,974,787 | 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 | $458,300 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $458,300 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $948,003 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,533,743 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $948,003 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,111 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,423,414 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,406,303 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $89,410 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $83,410 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $84,021 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $84,021 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $55,756 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,756 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,086 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,086 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,118 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,843 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,275 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $270,391 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $162,095 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $95,296 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,020,675 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,020,675 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,291,066 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $162,095 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,115,971 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $132,348 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,244,208 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $652,938 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $631,416 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $631,416 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,613,585 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,128,161 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,182,193 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,213,135 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,760,448 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,739,760 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $309,471 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $421,418 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $421,418 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,789,129 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,941,443 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,974,787 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $15,443,401 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,463,367 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$2,654,272 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,521,924 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,789,129 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,941,443 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,789,129 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,941,443 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,789,129 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $132,348 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,966 | OtherIncreasesAmt |
| Subtotal | $12,941,443 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,941,443 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,533,743 | $1,589,824 | $943,919 | $943,919 |
| K1 PARK STREET CAPITAL PRIVATE EQUITY | P | $428 | $428 | ||
| K1 PARK STREET CAPITAL PRIVATE EQUITY | P | $3,428 | $3,428 | ||
| K1 PARK STREET CAPITAL PRIVATE EQUITY | P | $228 | $228 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $948,003 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,044,619 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,310,169 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049020 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,019,320 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,062,697 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048395 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $894,703 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $22,062,553 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040553 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $933,408 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,654,727 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045191 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $963,448 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,474,340 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052151 | DistributionYr5Rt |
| Total Distribution | 0.235310 | TotalDistributionRt |
| Average Distribution | 0.047062 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $22,762,883 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,071,267 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,442 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,083,709 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,115,971 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $12,442 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,442 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,442 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $442 | 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 |
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 | $42,205 | $0 | $0 | |
| ARTHUR B PAGE | |||||||||
| HEMENWAY BARNES LLP 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 2.50 | $42,205 | $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 | $22,111,247 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $998,279 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,109,526 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,109,526 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $346,643 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,762,883 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,138,144 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,138,144 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,442 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,442 | TotalTaxAmt |
| Distributable Before Adj | $1,125,702 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,125,702 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,125,702 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,115,971 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,115,971 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,442 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,103,529 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,125,702 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,046,756 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,115,971 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,046,756 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $69,215 | 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 | $1,056,487 | 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 (132 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABCD NORTH ENDWEST END NEIGHBORHOOD SERVICE CENTER | ||||||||
| 1 MICHELANGELO STREET | BOSTON | MA | 02113 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| ADOLESCENT CONSULTATION SERVICES INC | ||||||||
| 189 CAMBRIDGE STREET | CAMBRIDGE | MA | 02141 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| AMERICAN RED CROSS OF MASSACHUSETTS | ||||||||
| 101 STATION LANDING | MEDFORD | MA | 02155 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| ARTISTS FOR HUMANITY | ||||||||
| 100 WEST SECOND STREET | BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| THE BASE | ||||||||
| 11 WALNUT PARK | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| THE BASICS INC | ||||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,000 | |
| BOSTON AREA RAPE CRISIS CENTER | ||||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,000 | |
| BOSTON CASA (COURT APPOINTED SPECIAL ADVOCATES) | ||||||||
| 85 MERRIMAC STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER | ||||||||
| 885 WASHINGTON STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| BOSTON DEBATE LEAGUE | ||||||||
| 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 | |
| THE BOSTON HOME | ||||||||
| 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 POLICE ATHLETICS LEAGUE | ||||||||
| 1483 TREMONT STREET | BOSTON | MA | 02120 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| BOSTON RESCUE MISSION | ||||||||
| PO BOX 120069 | BOSTON | MA | 021120069 | 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 | |
| BREAD OF LIFE | ||||||||
| 54 EASTERN AVENUE | MALDEN | MA | 02148 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| BREAKTHROUGH GREATER BOSTON | ||||||||
| PO BOX 381486 | CAMBRIDGE | MA | 02238 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| BRIDGE FUND OF MASSACHUSETTS INCTHE | ||||||||
| 233 NEEDHAM STREET | NEWTON | MA | 02464 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $9,000 | |
| 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 | |
| CASA MYRNA | ||||||||
| 38 WAREHAM STREET 2ND FLOOR | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| CATHOLIC CHARITIES | ||||||||
| 275 WEST BROADWAY | BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,500 | |
| CITY MISSION INC | ||||||||
| 185 COLUMBIA ROAD | DORCHESTER | MA | 02121 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| CLARKE SCHOOLS FOR HEARING AND SPEECH | ||||||||
| 45 ROUND HILL ROAD | NORTHAMPTON | MA | 01060 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| 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 SERVINGS INC | ||||||||
| 18 MARBURY TERRACE | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| COOPERATIVE ELDER SERVICES INC | ||||||||
| 2352 MAIN STREET SUITE 108 | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| CROSSROADS | ||||||||
| 119 MYRTLE STREET | DUXBURY | MA | 02332 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,000 | |
| DEAF INC | ||||||||
| 215 BRIGHTON AVENUE | ALLSTON | MA | 02134 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| DISCOVERING JUSTICE | ||||||||
| JOHN JOSEPH MOAKLEY UNITED STATES | BOSTON | MA | 02210 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | COURTHOUSE |
| ECONOMIC MOBILITY PATHWAYS | ||||||||
| ONE WASHINGTON MALL 3RD FLOOR | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,000 | |
| ELIZABETH STONE HOUSE INC | ||||||||
| PO BOX 300039 | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| ELLIS MEMORIAL & ELDREDGE HOUSE INC | ||||||||
| 58 BERKELEY STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $6,000 | |
| EMMANUEL GOSPEL CENTER | ||||||||
| 2 SAN JUAN STREET | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| EPIPHANY SCHOOL | ||||||||
| 154 CENTRE STREET | DORCHESTER | 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 | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| FAMILY CENTER INC DBA PARENTING JOURNEY | ||||||||
| 366 SOMERVILLE AVENUE | SOMERVILLE | MA | 02143 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| FAMILY NURTURING CENTER | ||||||||
| THE YAWKEY CENTER | DORCHESTER | MA | 02121 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| FAMILYAID BOSTON | ||||||||
| 727 ATLANTIC AVENUE | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,000 | |
| FATHER BILL'S & MAINSPRING INC | ||||||||
| 430 BELMONT STREET | BROCKTON | MA | 02301 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $6,000 | |
| 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 | |
| FREEDOM HOUSE | ||||||||
| 5 CRAWFORD STREET | DORCHESTER | MA | 02121 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| FRIENDS OF JEWISH COMMUNITY HOUSING FOR THE ELDERLY | ||||||||
| 30 WALLINGFORD ROAD | BRIGHTON | MA | 02135 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| FRIENDS OF ST STEPHEN'S YOUTH PROGRAMS INC | ||||||||
| 31 LENOX STREET | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $12,000 | |
| FRIENDS OF THE CHILDREN- BOSTON INC | ||||||||
| 555 AMORY STREET | BOSTON | MA | 02130 | 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 | |
| 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 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 INC | ||||||||
| 9 FULDA STREET | ROXBURY | MA | 021191408 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $6,000 | |
| HEADING HOME | ||||||||
| THE SCHRAFFT CENTER | 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 | |
| HELPING HANDS MONKEY HELPERS FOR THE DISABLED INC | ||||||||
| 541 CAMBRIDGE STREET | ALLSTON | MA | 02134 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,500 | |
| 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 | BRIGHTON | 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 | |
| HORIZONS FOR HOMELESS CHILDREN | ||||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $6,000 | |
| INQUILINOS BORICUAS EN ACCION | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $6,000 | |
| INVERSANT | ||||||||
| 561 BOYLSTON STREET 4TH FLOOR | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| IRISH INTERNATIONAL IMMIGRANT CENTER | ||||||||
| ONE STATE STREET | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $12,000 | |
| JFYNETWORKS | ||||||||
| 44 SCHOOL STREET SUITE1010 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | |
| JOHN ANDREW MAZIE MEMORIAL FOUNDATION | ||||||||
| 1502 WISTERIA WAY | WAYLAND | MA | 01778 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| KIT CLARK SENIOR SERVICES | ||||||||
| C/O BAY COVE HUMAN SERVICES | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $11,000 | |
| LA VIDA INC | ||||||||
| 120 MUNROE STREET | LYNN | MA | 01901 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $4,000 | |
| 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 | $6,000 | |
| 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 | ||||||||
| 3815 WASHINGTON STREET SUITE 2 | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,000 | |
| MEDICAL FOUNDATION A DIVISION OF HEALTH RESOURCES IN ACTIONTHE | ||||||||
| 2 BOLYSTON STREET 4TH FLOOR | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $57,675 | |
| METRO HOUSING BOSTON | ||||||||
| 1411 TREMONT STREET | ROXBURY CROSSING | MA | 021209998 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $6,000 | |
| 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 | |
| MOUNT PLEASANT HOME | ||||||||
| 301 SOUTH HUNTINGTON AVENUE | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| MUJERES UNIDAS AVANZANDO | ||||||||
| 54 CLAYTON STREET | BOSTON | MA | 02122 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $9,000 | |
| MYSTIC VALLEY ELDER SERVICES | ||||||||
| 300 COMMERCIAL STREET SUITE 19 | MALDEN | MA | 021487312 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| NATIONAL BRAILLE PRESS | ||||||||
| 88 ST STEPHEN STREET | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| NEW ENGLAND CENTER AND HOME FOR VETERANS | ||||||||
| 17 COURT STREET | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| ON THE RISE INC | ||||||||
| 341 BROADWAY | CAMBRIDGE | MA | 02139 | 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 AVE | SOMERVILLE | MA | 02145 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| PCI MEDIA | ||||||||
| 777 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| PEER HEALTH EXCHANGE BOSTON | ||||||||
| 745 ATLANTIC AVE 8TH FLOOR | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| PERKINS SCHOOL FOR THE BLIND | ||||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $12,000 | |
| PINE STREET INN | ||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 021182404 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,500 | |
| 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 | COLCHESTER | VT | 05446 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |
| POLITICAL ASYLUM IMMIGRATION REPRESENTATION PROJECT | ||||||||
| 98 N WASHINGTON STREET SUITE 106 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| POPULATION MEDIA CENTER | ||||||||
| 30 KIMBALL AVENUE SUITE 302 | SOUTH BURLINGTON | VT | 05403 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $12,000 | |
| PRICE CENTERTHE | ||||||||
| 27 CHRISTINA STREET | NEWTON HIGHLANDS | MA | 02461 | 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 HOPE | ||||||||
| 550 DUDLEY STREET | ROXBURY | MA | 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 INC | ||||||||
| 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 | |
| ROCA INC | ||||||||
| 101 PARK STREET | CHELSEA | MA | 02150 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| ROGERSON COMMUNITIES | ||||||||
| ONE FLORENCE STREET | BOSTON | MA | 02131 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| ROOM TO GROW | ||||||||
| 142 BERKELEY STREET FLOOR 3 | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| ROSIE'S PLACE | ||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,000 | |
| SAINT JOHN PAUL II CATHOLIC ACADEMY | ||||||||
| 2200 DORCHESTER AVENUE | DORCHESTER CENTER | MA | 02124 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |
| SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE | ||||||||
| PO BOX 301155 | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| SILVER LINING MENTORING | ||||||||
| 727 ATLANTIC AVENUE | 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 STREET | SOUTH BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| SPRINGWELL | ||||||||
| 307 WAVERLEY OAKS ROAD | WALTHAM | MA | 02452 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | |
| ST FRANCIS HOUSE | ||||||||
| 39 BOYLSTON STREET | 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 | $7,500 | |
| STRAIGHT AHEAD MINISTRIES | ||||||||
| 791 MAIN STREET | WORCESTER | MA | 01610 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| STRONG WOMEN STRONG GIRLS | ||||||||
| 555 AMORY ST SUITE 3R | JAMAICA PLAIN | MA | 021302672 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| TUTORING PLUS OF CAMBRIDGE INC | ||||||||
| 225 WINDSOR STREET | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $6,000 | |
| UNITARIAN UNIVERSALIST URBAN MINISTRY ROXBURY | ||||||||
| 10 PUTNAM STREET | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| UPSTREAM USA | ||||||||
| 1630 SAN PABLO AVENUE SUITE 400 | 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 | |
| VIET-AID | ||||||||
| 42 CHARLES STREET | DORCHESTER | MA | 02122 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |
| WALKER INC | ||||||||
| 1968 CENTRAL STREET | NEEDHAM | MA | 02492 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| WEST END HOUSE | ||||||||
| 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 | ||||||||
| 89 SOUTH STREET SUITE 603 | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| YOUTHBUILD BOSTON | ||||||||
| 27 CENTRE STREET | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $8,000 | |
| ZUMIX | ||||||||
| 260 SUMNER STREET | BOSTON | MA | 02128 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,020,675 | 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 | $458,300 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $948,003 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K1 PARK STREET CAPITAL PRIVATE EQUITY | 14 | -$1,643 |
| K1 WINDSAIL CREDIT FUND, LP | 14 | $18,754 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,423,414 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,423,414 | 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 | $4,760,448 | EOYBookValueAmt |
| EOYFMV | $4,739,760 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INV - CORP STOCK | StockNm |
| EOY Book Value | $7,128,161 | EOYBookValueAmt |
| EOYFMV | $17,182,193 | 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 | $263,940 | $263,940 |
| K1 WINDSAIL CREDIT FUND, LP (90-0783345) | AT COST | $157,478 | $157,478 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATION & LEGAL FEES | CategoryTxt |
| Legal Fees | $84,021 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $84,021 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 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) | $10,843 | $10,843 | $0 |
| ASSOCIATED GRANTMAKERS - MEMBERSHIP FEE | $6,150 | $0 | $6,150 |
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 | -$1,643 | -$1,643 |
| K1 WINDSAIL CREDIT FUND, LP | $18,754 | $18,754 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENT | Desc |
| Amt | $19,966 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREP FEE | $315 | $315 | $0 |
| INVESTMENT MANAGEMENT FEES | $55,441 | $55,441 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $12,071 | $12,071 | $0 |
| FOREIGN TAXES WITHHELD - K1 PARK STREET CAPITAL PRIVATE EQUITY FD XI (80-09 | $15 | $15 | $0 |
| FEDERAL EXCISE TAX | $2,844 | $0 | $0 |
| FEDERAL EXCISE TAX-2016 OVERPAYMENT APPLIED TO 2017 ESTIMATED TAX | $9,156 | $0 | $0 |
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