ARBELLA INSURANCE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ARBELLA INSURANCE FOUNDATION INC (EIN 05-0613355)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202533179349101623
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T11:53:01-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132781641 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MITCHELL & TITUS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 PINE STREET 32ND FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050613355 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARBELLA INSURANCE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARBE | BusinessNameControlTxt |
| Phone | 6179514600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 ARCH STREET 1860 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER HALL | PersonNm |
| Person Title | EXECUTIVE VP & CFO | PersonTitleTxt |
| Phone | 6179514600 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC HARRISON | PreparerPersonNm |
| PTIN | P01916785 | PTIN |
| Phone | 2127094500 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,151,071 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $389,715 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $389,715 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $389,715 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,649,811 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,900,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,649,811 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,039,526 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,039,526 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $389,715 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,048 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,315 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $564 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $475,705 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,098 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $557,132 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,098 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,979,807 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,233,101 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,536,939 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,256,199 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,502,587 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,039,526 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $389,715 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $145,993 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,844 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,844 | SavAndTempCashInvstEOYFMVAmt |
| Invst Land Cost Or Other Basis | $703,527 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $703,527 | InvstLandAccumDepreciationAmt |
| Other Investments BOY | $15,092,411 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $22,114,698 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,114,698 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,654 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,529 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,529 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,246,058 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,151,071 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,151,071 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $815,386 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $620,756 | AccountsPayableEOYAmt |
| Grants Payable BOY | $943,558 | GrantsPayableBOYAmt |
| Grants Payable EOY | $665,715 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $11,283 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,770,227 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,286,471 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,475,831 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $20,864,600 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,475,831 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,864,600 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,246,058 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,151,071 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,475,831 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,502,587 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,978,418 | SubtotalAmt |
| Other Decreases | $113,818 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,864,600 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| VANGUARD GNMA FUND ADM | P | 2024-05-22 | $200,000 | -$39,073 | -$39,073 |
| VANGUARD SHORT-TERM BOND INDEX ADM | P | 2024-08-27 | $400,000 | $274,730 | $274,730 |
| VANGUARD TOTAL STOCK MARKET INDEX | P | 2024-05-22 | $750,000 | $529,934 | $529,934 |
| VANGUARD TOTAL STOCK MARKET INDEX | P | 2024-03-07 | $700,000 | $519,987 | $519,987 |
| VANGUARD TSM IDX INST | P | 2024-12-06 | $550,000 | $364,233 | $364,233 |
| GOLDMAN | P | 2024-12-31 | $300,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,649,811 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,349 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,349 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,349 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,323 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $51,323 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $458 | EsPenaltyAmt |
| Overpayment | $22,516 | OverpaymentAmt |
| Applied To ES Tax | $22,516 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | WWW.ARBELLA.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179514600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 ARCH STREET NO 1860 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANDREA GARGIULO | ||||||||
| 101 ARCH STREET SUITE 1860 | BOSTON | MA | 02110 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANNE M DEFRANCESCO | ||||||||
| 101 ARCH STREET SUITE 1860 | BOSTON | MA | 02110 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIAN J O'DWYER | ||||||||
| 101 ARCH STREET SUITE 1860 | BOSTON | MA | 02110 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER E HALL | ||||||||
| 101 ARCH STREET SUITE 1860 | BOSTON | MA | 02110 | TREASURER | 1.00 | $0 | $0 | $0 |
| ELIZABETH KIM | ||||||||
| 101 ARCH STREET SUITE 1860 | BOSTON | MA | 02110 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GAIL EAGAN | ||||||||
| 101 ARCH STREET SUITE 1860 | BOSTON | MA | 02110 | GENERAL COUNSEL SECRETARY | 1.00 | $0 | $0 | $0 |
| JEANNETTE M ORSINO | ||||||||
| 101 ARCH STREET SUITE 1860 | BOSTON | MA | 02110 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN F DONOHUE | ||||||||
| 101 ARCH STREET SUITE 1860 | BOSTON | MA | 02110 | CEO, CHAIRMAN | 1.00 | $0 | $0 | $0 |
| JOSEPH G MURPHY | ||||||||
| 101 ARCH STREET SUITE 1860 | BOSTON | MA | 02110 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBIN JONES | ||||||||
| 101 ARCH STREET SUITE 1860 | BOSTON | MA | 02110 | EXECUTIVE DIRECTOR | 40.00 | $0 | $0 | $0 |
| THOMAS R KILEY | ||||||||
| 101 ARCH STREET SUITE 1860 | BOSTON | MA | 02110 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| THOMAS S CARPENTER | ||||||||
| 101 ARCH STREET SUITE 1860 | BOSTON | MA | 02110 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM H DUMOUCHEL | ||||||||
| 101 ARCH STREET SUITE 1860 | BOSTON | MA | 02110 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENOUGH COMMUNICATIONS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BROOK STREET | AddressLine1Txt |
| City | WATERTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PR CONSULTANTS | ServiceTypeTxt |
| Compensation | $90,187 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,415,901 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,033 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,826 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,488,760 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,488,760 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $232,331 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,256,429 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $762,821 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $762,821 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,349 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,349 | TotalTaxAmt |
| Distributable Before Adj | $734,472 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $734,472 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $734,472 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,256,199 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,256,199 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $734,472 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,116,731 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,478,392 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,254,187 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,381,282 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,344,471 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,575,063 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,256,199 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $734,472 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,521,727 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,096,790 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,116,731 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,980,059 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,478,392 | ExcessFromYear4Amt |
| Excess From Year3 | $2,254,187 | ExcessFromYear3Amt |
| Excess From Year2 | $2,381,282 | ExcessFromYear2Amt |
| Excess From Year1 | $2,344,471 | ExcessFromYear1Amt |
| Excess From Current Year | $1,521,727 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 ARCH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6179514600 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (201 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| 617 ROCKS FOUNDATION | |||||||
| 34 ESSEX STREET | ANDOVER | MA | 01801 | PC | UNRESTRICTED OPERATING FUNDS | $10,000 | |
| ADAM'S HOUSE | |||||||
| 210 CORAM AVE | SHELTON | CT | 06484 | PC | UNRESTRICTED OPERATING FUNDS | $250 | |
| ALS ASSOCIATION CONNECTICUT CHAPTER | |||||||
| 4 OXFORD RD SUITE E4 | MILFORD | CT | 06460 | PC | HUMAN SERVICES | $6,000 | |
| ALZHEIMER'S ASSOCIATION - MASSACHUSETTS CHAPTER | |||||||
| 309 WAVERLY OAKS ROAD | WALTHAM | MA | 02452 | PC | UNRESTRICTED OPERATING FUNDS | $10,000 | |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 71 COMMERCIAL STREET | BOSTON | MA | 02109 | PC | HEALTH CHARITY | $2,500 | |
| AMERICAN PARKINSON DISEASE ASSOCIATION - CT | |||||||
| PO BOX 248 | SHELTON | CT | 06484 | PC | HEALTH CHARITY | $1,250 | |
| AUDACY OPERATIONS | |||||||
| PO BOX 74090 | CLEVELAND | OH | 44194 | PC | UNRESTRICTED OPERATING FUNDS | $114,000 | |
| BALANCED LEARNING CENTER | |||||||
| 45 ROCK ST | FALL RIVER | MA | 02720 | PC | UNRESTRICTED OPERATING FUNDS | $250 | |
| BEHAVIORAL HEALTH NETWORK | |||||||
| 417 LIBERTY STREET | SPRINGFIELD | MA | 01104 | PC | SOCIAL JUSTICE INITIATIVE | $5,000 | NONE |
| BETHAL AREA DISTRICT EXCHANGE AND FOOD PANTRY | |||||||
| PO BOX 232 | BETHEL | ME | 04217 | PC | FOOD PANTRY | $1,500 | |
| BETH-EL CENTER INC | |||||||
| 90 NEW HAVEN AVE | MILFORD | CT | 06460 | PC | HUMAN SERVICES | $3,000 | |
| BIRTHDAY WISHES | |||||||
| 24 SUPERIOR DR SUITE B1 | NATICK | MA | 01760 | PC | UNRESTRICTED OPERATING FUNDS | $6,000 | |
| BLACKSTONE VALLEY BOYS & GIRLS CLUB | |||||||
| PO BOX 283 | BLACKSTONE | MA | 01504 | PC | CHILDREN / FAMILIES / YOUTH | $1,000 | |
| BOSTON ATHLETIC ACADEMY INC | |||||||
| 20 COMO RD | HYDE PARK | MA | 02136 | PC | CHILDREN / FAMILIES / YOUTH | $10,000 | |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER | |||||||
| 38 ASH STREET | BOSTON | MA | 02111 | PC | CHILDREN / FAMILIES / YOUTH | $2,500 | |
| BOSTON COLLEGE HIGH SCHOOL | |||||||
| 150 WILLIAM T MORRISSEY BLVD | DORCHESTER | MA | 02125 | PC | EDUCATIONAL / SCHOLARSHIP | $2,500 | |
| BOSTON RAIDERS YOUTH FOOTBALL & CHEER | |||||||
| PO BOX 240688 | DORCHESTER | MA | 02124 | PC | CHILDREN / FAMILIES / YOUTH | $500 | |
| BOSTON SYMPHONY ORCHESTRA | |||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | PC | UNRESTRICTED OPERATING FUNDS | $89,750 | |
| BOURQUE FAMILY FOUNDATION INC | |||||||
| 800 W CUMMINGS PARK STE 3700 | WOBORN | MA | 01801 | PC | HUMAN SERVICES | $5,500 | |
| BOYS & GIRLS CLUB OF LOWELL | |||||||
| 657 MIDDLESEX STREET | LOWELL | MA | 01851 | PC | SOCIAL JUSTICE INITIATIVE | $25,000 | |
| CANCER HOUSE OF HOPE | |||||||
| 1999 WESTFIELD ST | WEST SPRINGFIELD | MA | 01089 | PC | HUMAN SERVICES | $2,500 | |
| CAPE ABILITIES INC | |||||||
| 895 MARY DUNN RD | HYANNIS | MA | 02660 | PC | UNRESTRICTED OPERATING FUNDS | $5,000 | |
| CAPE COD SYMPHONY AND CONSERVATORY OF MUSIC & ART | |||||||
| 1060 FALMOUTH ROAD SUITE A | HYANNIS | MA | 02601 | PC | COMMUNITY / CIVIC / CULTURAL | $250 | |
| CARDINAL CUSHING CENTER | |||||||
| 405 WASHINGSTON ST | HANOVER | MA | 02136 | PC | HUMAN SERVICES | $10,000 | |
| CHARITIES AID FOUNDATION AMERICA | |||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRA | VA | 22314 | PC | UNRESTRICTED OPERATING FUNDS | $152,319 | |
| CHILDREN'S ROOM - CENTER FOR GREIVING CHILDREN AND TEENAGERS INC | |||||||
| 1210 MASSACHUSETTS AVENUE | ARLINGTON | MA | 02476 | PC | CHILDREN / FAMILIES / YOUTH | $5,000 | |
| CHRIST CHURCH - PLYMOUTH FOOD PANTRY | |||||||
| 149 COURT STREET | PLYMOUTH | MA | 02360 | PC | FOOD PANTRY | $100 | |
| CHRIST THE KING FOOD PANTRY | |||||||
| PO BOX 1800 | MASHPEE | MA | 02649 | PC | FOOD PANTRY | $150 | |
| COLLEGE OF THE HOLY CROSS | |||||||
| ONE COLLEGE STREET | WORCESTER | MA | 01610 | PC | EDUCATIONAL / SCHOLARSHIP | $2,500 | |
| COMMUNITY KITCHEN OF TORRINGTON | |||||||
| 10 HOERLE BOLVD | TORRINGTON | CT | 06790 | PC | FOOD PANTRY | $500 | |
| COMMUNITY SERVINGS INC | |||||||
| 179 AMORY STREET | JAMAICA PLAIN | MA | 02130 | PC | HUMAN SERVICES | $5,400 | |
| CRADLES TO CRAYONS | |||||||
| 281 NEWTONVILLE AVE | NEWTONVILLE | MA | 02460 | PC | UNRESTRICTED OPERATING FUNDS | $1,500 | |
| CURRIER MUSEUM OF ART | |||||||
| 150 ASH STREET | MANCHESTER | NH | 03104 | PC | UNRESTRICTED OPERATING FUNDS | $2,500 | |
| CYBERGRANTS LLC | |||||||
| 300 BRICKSTONE SQ SUITE 601 | ANDOVER | MA | 01810 | PC | UNRESTRICTED OPERATING FUNDS | $79,160 | |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 4550 MONTGOMERY AVENUE SUITE 1100N | BETHESDA | MD | 20814 | PC | HEALTH CHARITY | $1,500 | |
| DANA FARBER | |||||||
| 10 BROOKLINE PLACE WEST 6TH FL | BROOKLINE | MA | 02445 | PC | HEALTH CHARITY | $126,857 | |
| DIGHTON REHOBOTH JR FOOTBALL | |||||||
| 1315 BRIARWOOD DR | NORTH DIGHTON | MA | 02764 | PC | CHILDREN / FAMILIES / YOUTH | $250 | |
| DOMINCAN NUNS | |||||||
| 1430 RIERDALE STREET | WEST SPRINGFIELD | MA | 01089 | PC | HUMAN SERVICES | $650 | |
| EAGLE HILL SCHOOL | |||||||
| 45 GLENVILLE RD | GREENWICH | CT | 06831 | PC | EDUCATIONAL / SCHOLARSHIP | $5,000 | |
| EAST BRIDGEWATER FOOD PANTRY | |||||||
| 105 PLEASANT ST EAST | BRIDGEWATER | MA | 02333 | PC | FOOD PANTRY | $500 | |
| EAST QUABBIN LAND TRUST | |||||||
| PO BOX 5 | HARDWICK | MA | 01037 | PC | UNRESTRICTED OPERATING FUNDS | $1,250 | |
| ENFIELD COMMUNITY CAT PROGRAM | |||||||
| 14 PERRY LN | ENFIELD | CT | 06082 | PC | HUMAN SERVICES | $500 | |
| ENFIELD FOOD SHELF | |||||||
| 786 ENFIELD ST | ENFIELD | CT | 06082 | PC | FOOD PANTRY | $1,000 | |
| ERIC CARLE MUSEUM OF PICTURE BOOK ART | |||||||
| 125 WEST BAY RD | AMHERST | MA | 01002 | PC | COMMUNITY / CIVIC / CULTURAL | $750 | |
| EVERY MOTHER COUNTS | |||||||
| 333 HUDSON ST SUITE 1006 | NEW YORK | NY | 10013 | PC | HUMAN SERVICES | $28 | |
| FALL RIVER YMCA | |||||||
| 199 N MAIN STREET | FALL RIVER | MA | 02720 | PC | HUMAN SERVICES | $500 | |
| FATHER BILLS & MAINSPRING | |||||||
| 430 BELMONT STREET | BROCKTON | MA | 02301 | PC | HUMAN SERVICES | $51,000 | |
| FISH FRIENDS IN SERVICE TO HUMANITY OF NW CT | |||||||
| 332 S MAIN ST | TORRINGTON | CT | 06790 | PC | HUMAN SERVICES | $2,000 | |
| FOCUS ON THE FAMILY | |||||||
| 8605 EXPLORER DR | COLORADO SPRINGS | CO | 80920 | PC | CHILDREN / FAMILIES / YOUTH | $300 | |
| FOOD BANK OF WESTERN MA | |||||||
| PO BOX 160 97 N HATFIELD ROAD | HATFIELD | MA | 01038 | PC | FOOD PANTRY | $1,500 | |
| FOR JAKE | |||||||
| 21 MEADOW RD | UXBRIDGE | MA | 01569 | PC | CHILDREN / FAMILIES / YOUTH | $1,400 | |
| FOUNDATION FOR HOSPITAL ART INC | |||||||
| 131 VILLAGE CENTRE WEST | WOODSTOCK | GA | 30188 | PC | HEALTH CHARITY | $1,500 | |
| FRANKLIN CUMMINGS TECH (BENJAMIN FRANKLIN INSTITUTE) | |||||||
| 41 BERKELY STREET | BOSTON | MA | 02116 | PC | SOCIAL JUSTICE INITIATIVE | $100,000 | |
| FRATERNAL ORDER OF THE UMBRELLA | |||||||
| 700 CANAL STREET | STAMFORD | CT | 06902 | PC | CHILDREN / FAMILIES / YOUTH | $1,000 | |
| FRIENDS OF MHS HOCKEY | |||||||
| 160 SAWYERS LANE | MARSHFIELD | MA | 02050 | PC | CHILDREN / FAMILIES / YOUTH | $500 | |
| FRIENDS OF THE CHILDREN-BOSTON INC | |||||||
| 184 DUDLEY STREET SUITE 100 | ROXBURY | MA | 02119 | PC | CHILDREN / FAMILIES / YOUTH | $10,000 | |
| FRIENDS OF THE COMMONWEALTH MUSEUM | |||||||
| 220 MORRISEY BLVD | BOSTON | MA | 02125 | PC | UNRESTRICTED OPERATING FUNDS | $15,000 | |
| FRIENDS OF THE FRANKLIN CO REGIONAL DOG SHELTER | |||||||
| 10 SANDY LAND | TURNER FALLS | MA | 01376 | PC | CHILDREN / FAMILIES / YOUTH | $200 | |
| FRIENDSHIP HOME | |||||||
| 453 MAIN STREET | NORWELL | MA | 02061 | PC | UNRESTRICTED OPERATING FUNDS | $10,000 | |
| GOOD SPORTS INC | |||||||
| 1515 HANCOCK STREET | BRAINTREE | MA | 02184 | PC | CHILDREN / FAMILIES / YOUTH | $2,500 | |
| GREATER BOSTON VETERANS COLLABORATIVE | |||||||
| 25 BEACH STREET | DORCHESTER | MA | 02122 | PC | COMMUNITY / CIVIC / CULTURAL | $5,000 | |
| GREATER FALL RIVER RE-CREATION COMMITTEE | |||||||
| 45 ROCK ST | FALL RIVER | MA | 02720 | PC | COMMUNITY / CIVIC / CULTURAL | $500 | |
| GREATER LAWRENCE FAMILY HEATH CENTER | |||||||
| 1 GRIFFIN BROOK DR STE 209 | METHUEN | MA | 01844 | PC | SOCIAL JUSTICE INITIATIVE | $150,000 | |
| HAITI 180 | |||||||
| 1160 INNSWOOD DRIVE | GALLATIN | TN | 37066 | PC | UNRESTRICTED OPERATING FUNDS | $10,000 | |
| HANDS AND HEARTS FOR THE HOMELESS | |||||||
| 105 RING RD | PLYMPTON | MA | 02367 | PC | HUMAN SERVICES | $1,000 | |
| HANSON FOOD PANTRY INC | |||||||
| 228 HIGH STREET | HANSON | MA | 02341 | PC | FOOD PANTRY | $500 | |
| HARTFORD BEHAVIORAL HEALTH PROJECT SAVE | |||||||
| 2550 MAIN ST | HARTFORD | CT | 06120 | PC | HUMAN SERVICES | $1,000 | |
| HARTFORD FIRE FIGHTERS ASSOCIATION L760 | |||||||
| 1 LINDEN PL UNIT 104 | HARTFORD | CT | 06106 | PC | PUBLIC SAFETY CHARITY | $1,000 | |
| HEALING HEARTS ADAPTIVE RECREATIONAL | |||||||
| 48 UNION ST STE 2A | STAMFORD | CT | 06906 | PC | HEALTH CHARITY | $500 | |
| HEALTH LAW ADVOCATES | |||||||
| ONE FEDERAL STREET | BOSTON | MA | 02110 | PC | UNRESTRICTED OPERATING FUNDS | $9,956 | |
| HERITAGE MUSEUMS & GARDENS | |||||||
| 67 GROVE STREET | SANDWICH | MA | 02563 | PC | COMMUNITY / CIVIC / CULTURAL | $15,000 | |
| HOCKANUM VALLEY COMMUNITY COUNCIL INC | |||||||
| 29 NAEK ROAD SUITE 5A | VERNON | CT | 06066 | PC | HUMAN SERVICES | $250 | |
| HOME BASE A RED SOX FOUNDATION AND MGH PROGRAM | |||||||
| 125 NASHUA STREET | BOSTON | MA | 02114 | PC | HEALTH CHARITY | $5,000 | |
| HONOR CONNOR INC | |||||||
| PO BOX 489 | WEST SIMSBURY | CT | 06092 | PC | COMMUNITY / CIVIC / CULTURAL | $2,000 | |
| HONOR FLIGHT NEW ENGLAND | |||||||
| PO BOX 16287 | HOOKSETT | NH | 03106 | PC | HUMAN SERVICES | $250 | |
| HOPEWELL INC | |||||||
| 3 ALLIED DRIVE SUITE 308 | DEDHAM | MA | 02026 | PC | SOCIAL JUSTICE INITIATIVE | $75,000 | |
| HOUSE OF POSSIBILITIES INC | |||||||
| 350 WASHINGTON STREET | NORTH EASTON | MA | 02356 | PC | SOCIAL JUSTICE INITIATIVE | $50,000 | |
| INNOVATION NETWORK FOR COMMUNITIES | |||||||
| 156 GROVER LANE | TAMWORTH | NH | 03886 | PC | SOCIAL JUSTICE INITIATIVE | $30,000 | |
| INTERFAITH SOCIAL SERVICES INC | |||||||
| 105 ADAMS STREET | QUINCY | MA | 02169 | PC | HUMAN SERVICES | $59,340 | |
| J ARTHUR TRUDEAU MEMORIAL CENTER | |||||||
| 3445 POST ROAD | ROAD | RI | 02886 | PC | UNRESTRICTED OPERATING FUNDS | $10,000 | |
| JANE DOE NO MORE | |||||||
| 203 CHURCH STREET REAR | NAUGATUCK | CT | 06770 | PC | HUMAN SERVICES | $1,000 | |
| JEWISH FAMILY SERVICES OF METROWEST INC | |||||||
| 475 FRANKLIN STREET SUITE 101 | FRAMINGHAM | MA | 01702 | PC | HUMAN SERVICES | $100 | |
| JOE ANDRUZZI FOUNDATION | |||||||
| 49 PLAIN STREET | NORTH ATTLEBORO | MA | 02750 | PC | UNRESTRICTED OPERATING FUNDS | $2,500 | |
| JOURNEY FORWARD INC | |||||||
| 5 SHAWMUT ROAD | CANTON | MA | 02021 | PC | HEALTH CHARITY | $10,000 | |
| LAZARUS HOUSE | |||||||
| 412 HAMPSHIRE STREET | LAWRENCE | MA | 01841 | PC | HUMAN SERVICES | $1,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| PO BOX 22470 | NEW YORK | NY | 10087 | PC | HEALTH CHARITY | $3,000 | |
| LITTLE SPARKS PROJECT INC | |||||||
| PO BOX 930 | WESTWOOD | MA | 02090 | PC | HUMAN SERVICES | $2,500 | |
| LIVE NATION MARKETING INC | |||||||
| 36 BAY STATE ROAD | CAMBRIDGE | MA | 01238 | PC | SAFE DRIVER PROGRAM | $133,222 | |
| LIVFREE INC | |||||||
| 10 BUTTERCUP LANE | SHELDON | CT | 06484 | PC | CHILDREN / FAMILIES / YOUTH | $1,000 | |
| LOUIS D BROWN PEACE INSTITUTE | |||||||
| 15 CHRISTOPHER STREET | DORCHESTER | MA | 02122 | PC | HUMAN SERVICES | $5,000 | |
| LOVIN SPOONFULS INC | |||||||
| 1304 COMMONWEALTH AVE STE E | BOSTON | MA | 02134 | PC | FOOD PANTRY | $1,500 | |
| MABEL CENTER FOR IMMIGRANT JUSTICE | |||||||
| 200 PORTLAND STREET 5TH FLR | BOSTON | MA | 02114 | PC | SOCIAL JUSTICE INITIATIVE | $100,000 | |
| MAKE A WISH MASSACHUSETTS AND RHODE ISLAND | |||||||
| 133 FEDERAL STREET 2ND FLR | BOSTON | MA | 02110 | PC | UNRESTRICTED OPERATING FUNDS | $5,000 | |
| MAKE A WISH NH | |||||||
| 814 ELM STREET SUITE 300 | MANCHESTER | NH | 03101 | PC | CHILDREN / FAMILIES / YOUTH | $2,500 | |
| MANET COMMUNITY HEALTH CENTER | |||||||
| 110 W SQUANTUM STREET | NORTH QUINCY | MA | 02171 | PC | UNRESTRICTED OPERATING FUNDS | $5,000 | |
| MARBLEHEAD FOOD PANTRY | |||||||
| 80 ATLANTIC AVENUE | MARBLEHEAD | MA | 01945 | PC | FOOD PANTRY | $1,500 | |
| MARISAS MISSION INC | |||||||
| PO BOX 850061 | BRAINTREE | MA | 02185 | PC | HUMAN SERVICES | $3,500 | |
| MARISSA PAIGE RAMOS MEMORIAL FOUNDATION INC | |||||||
| 36 PEARL STREET PL | STOUGHTON | MA | 02072 | PC | CHILDREN / FAMILIES / YOUTH | $1,000 | |
| MASSACHUSETTS AFFORDABLE HOUSING ALLIANCE | |||||||
| 1803 DORCHESTER AVENUE | DORCHESTER | MA | 02124 | PC | HUMAN SERVICES | $25,000 | |
| MASSACHUSETTS BIRD OF PREY REHAB FACILITY | |||||||
| PO BOX 26 | CONWAY | MA | 01341 | PC | HUMAN SERVICES | $250 | |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA ST | BOSTON | MA | 02110 | PC | HEALTH CHARITY | $1,050 | |
| MASSACHUSETTS TAXPAYERS FOUNDATION | |||||||
| 333 WASHINGTON ST | BOSTON | MA | 02108 | PC | UNRESTRICTED OPERATING FUNDS | $10,000 | |
| MASSACHUSETTS WOMEN'S POLITICAL CAUCUS LEAD | |||||||
| 89 SOUTH ST STE 603 | BOSTON | MA | 02111 | PC | EDUCATIONAL / SCHOLARSHIP | $5,000 | |
| MCCALL BEHAVIORAL HEALTH NETWORK | |||||||
| 58 HIGH STREET | TORRINGTON | CT | 06790 | PC | HEALTH CHARITY | $500 | |
| MCGIVNEY COMMUNITY CENTER | |||||||
| 338 STILLMAN STREET | BRIDGEPORT | CT | 06610 | PC | CHILDREN / FAMILIES / YOUTH | $1,000 | |
| MEDWAY FOOD PANTRY | |||||||
| 600 MAHAN CIRCLE | MEDWAY | MA | 02053 | PC | FOOD PANTRY | $1,500 | |
| MERCY MEALS AND MORE INC | |||||||
| PO BOX 40515 | NEW BEDFORD | MA | 02744 | PC | FOOD PANTRY | $700 | |
| MERRIMACK VALLEY FOOD BANK INC | |||||||
| 733-735 BROADWAY ST | LOWELL | MA | 01854 | PC | FOOD PANTRY | $1,500 | |
| METHUEN ATHLETIC IMPROVEMENT COMMITTEE | |||||||
| 190 HAVERHILL ST | METHUEN | MA | 01844 | PC | HUMAN SERVICES | $1,000 | |
| MUSEUM OF FINE ARTS BOSTON | |||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | PC | CHILDREN / FAMILIES / YOUTH | $15,000 | |
| NATICK SERVICE COUNCIL | |||||||
| 2 WEBSTER STREET | NATICK | MA | 01760 | PC | UNRESTRICTED OPERATING FUNDS | $1,000 | |
| NATIONAL ATAXIA FOUNDATION | |||||||
| 26 PHILIP CIRCLE | MELROSE | MA | 02176 | PC | HUMAN SERVICES | $500 | |
| NEW BRITAIN MUSEUM OF AMERICAN ART | |||||||
| 56 LEXINGTON STREET | NEW BRITAIN | CT | 06052 | PC | SOCIAL JUSTICE INITIATIVE | $25,000 | |
| NEW COMMONWEALTH RACIAL EQUITY AND SOCIAL JUSTICE FUND | |||||||
| 67 KEMBLE STREET - SUITE 33 | ROXBURY | MA | 02119 | PC | CHILDREN / FAMILIES / YOUTH | $9,850 | |
| NEW ENGLAND CENTER AND HOME FOR VETERANS | |||||||
| 17 COURT ST | BOSTON | MA | 02108 | PC | UNRESTRICTED OPERATING FUNDS | $23,650 | |
| NEW ENGLAND LEARNING CENTER FOR WOMEN IN TRANSITION | |||||||
| 17 LONG AVE | GREENFIELD | MA | 01302 | PC | HUMAN SERVICES | $500 | |
| NEW ENGLAND LIFE FLIGHT INCBOSTON MED FLIGHT | |||||||
| 150 HANSCOM DRIVE | BEDFORD | MA | 01730 | PC | HEALTH CHARITY | $7,500 | |
| NEW ENGLAND WILDLIFE CENTER | |||||||
| 500 COLUMBIAN STREET | WEYMOUTH | MA | 02190 | PC | UNRESTRICTED OPERATING FUNDS | $14,000 | |
| NEW REACH | |||||||
| 269 PECK ST | NEW HAVEN | CT | 06513 | PC | UNRESTRICTED OPERATING FUNDS | $4,950 | |
| NORTH KINGSTOWN FOOD PANTRY | |||||||
| 455 SCHOOL STREET | NORTH KINGSTOWN | RI | 02852 | PC | FOOD PANTRY | $300 | |
| NORTHAMPTON ACADEMY OF MUSIC INC | |||||||
| 274 MAIN STREET | NORTHAMPTON | MA | 01060 | PC | CHILDREN / FAMILIES / YOUTH | $750 | |
| NORTHAMPTON SURVIVAL CENTER INC | |||||||
| 265 PROSPECT ST | NORTHHAMPTON | MA | 01060 | PC | SOCIAL JUSTICE INITIATIVE | $10,000 | |
| NORTHEAST ARC INC | |||||||
| 1 SOUTHSIDE ROAD | DANVERS | MA | 01923 | PC | HUMAN SERVICES | $2,500 | |
| NORTHWESTERN CT YMCA | |||||||
| 259 PROSPECT ST | TORRINGTON | CT | 06790 | PC | COMMUNITY / CIVIC / CULTURAL | $500 | |
| NVNA AND HOSPICE | |||||||
| 120 LONGWATER DRIVE | NORWELL | MA | 02061 | PC | HEALTH CHARITY | $500 | |
| OLD COLONY YMCA | |||||||
| 320 MAIN STREET | BROCKTON | MA | 02301 | PC | COMMUNITY / CIVIC / CULTURAL | $2,000 | |
| OLD COLONY YMCA - MIDDLEBORO BRANCH | |||||||
| 320 MAIN STREET | BROCKTON | MA | 02301 | PC | CHILDREN / FAMILIES / YOUTH | $1,000 | |
| OLD COLONY YMCA - TAUNTON BRANCH | |||||||
| 320 MAIN STREET | BROCKTON | MA | 02301 | PC | CHILDREN / FAMILIES / YOUTH | $1,500 | |
| OPEN DOOR SOUP KITCHEN INC | |||||||
| PO BOX 57 | WINSTED | CT | 06098 | PC | FOOD PANTRY | $500 | |
| OUR COMPANIONS DOMESTIC ANIMAL SANCTUARY | |||||||
| PO BOX 956 | MANCHESTER | CT | 06045 | PC | COMMUNITY / CIVIC / CULTURAL | $1,000 | |
| PACK LEADERS RESCUE OF CT | |||||||
| 1026 TOLLAND STREET | EAST HARTFORD | CT | 06108 | PC | COMMUNITY / CIVIC / CULTURAL | $1,000 | |
| PAJAMA PROGRAM INC | |||||||
| 171 MADISON AVE STE 1409 | NEW YORK | NY | 10016 | PC | HUMAN SERVICES | $1,000 | |
| PAN MASSACHUSETTS CHALLENGE | |||||||
| 77 FOURTH AVE | NEEDHAM | MA | 02494 | PC | HEALTH CHARITY | $1,000 | |
| PARTNERSHIP FOR FINANCIAL EQUITY | |||||||
| PO BOX 99 | READVILLE | MA | 02137 | PC | COMMUNITY / CIVIC / CULTURAL | $10,000 | |
| PEOPLE HELPING PEOPLE INC | |||||||
| PO BOX 343 | BURLINGTON | MA | 01803 | PC | HUMAN SERVICES | $500 | |
| PEOPLES PANTRY | |||||||
| 190 ACADEMY ROAD | NORTH ANDOVER | MA | 01845 | PC | FOOD PANTRY | $500 | |
| PLAYHOUSE 44 INC | |||||||
| 76 CIDER BROOK ROAD | AVON | CT | 06001 | PC | COMMUNITY / CIVIC / CULTURAL | $250 | |
| PLAYWORKS NEW ENGLAND | |||||||
| 1452 DORCHESTER AVENUE 4TH FLOOR | BOSTON | MA | 02112 | PC | EDUCATIONAL / SCHOLARSHIP | $2,500 | |
| PLYMOUTH COMMUNITY FOOD PANTRY | |||||||
| 20 DEWEY AVE | TERRYVILLE | CT | 06786 | PC | FOOD PANTRY | $1,000 | |
| PROJECT ADVENTURE | |||||||
| 719 CABOT ST | BEVERLY | MA | 01915 | PC | UNRESTRICTED OPERATING FUNDS | $500 | |
| PROJECT HOPE BOSTON INC | |||||||
| 550 DUDLEY ST | ROXBURY | MA | 02119 | PC | HUMAN SERVICES | $10,000 | |
| PSYCHOLOGICAL CENTER | |||||||
| 11 UNION STREET | LAWRENCE | MA | 01840 | PC | HEALTH CHARITY | $500 | |
| QUINCY ASIAN RESOURCES INC | |||||||
| 1509 HANCOCK STREET SUITE 209 | QUINCY | MA | 02169 | PC | COMMUNITY / CIVIC / CULTURAL | $2,500 | |
| RACHELS TABLE OF WESTERN MASSACHUSETTS INC | |||||||
| 1160 DICKINSON ST | SPRINGFIELD | MA | 01108 | PC | SOCIAL JUSTICE INITIATIVE | $25,000 | |
| READING FOOD PANTRY INC | |||||||
| 6 SALEM ST | READING | MA | 01867 | PC | FOOD PANTRY | $500 | |
| REHOBOTH FOOD PANTRY INC | |||||||
| 51 WINTHROP STREET | REHOBOTH | MA | 02769 | PC | FOOD PANTRY | $500 | |
| RIAN IMMIGRANT CENTER | |||||||
| ONE STATE ST 8TH FLOOR | BOSTON | MA | 02109 | PC | COMMUNITY / CIVIC / CULTURAL | $5,000 | |
| ROCKLAND EDUCATION FOUNDATION | |||||||
| 27 MARKET STREET | ROCKLAND | MA | 02370 | PC | UNRESTRICTED OPERATING FUNDS | $2,500 | |
| SAFE COALITION | |||||||
| PO BOX 434 | FRANKLIN | MA | 02038 | PC | HUMAN SERVICES | $2,500 | |
| SAHELI BOSTON | |||||||
| PO BOX 1345 | BURLINGTON | MA | 01803 | PC | CHILDREN / FAMILIES / YOUTH | $9,900 | |
| SALEM MISSION INC | |||||||
| 56 MARGIN STREET | SALEM | MA | 01970 | PC | HUMAN SERVICES | $2,500 | |
| SALEM PANTRY INC | |||||||
| PO BOX 295 | SALEM | MA | 01970 | PC | FOOD PANTRY | $1,000 | |
| SALVATION ARMY- RHODE ISLAND | |||||||
| 51 MEMORIAL BOULEVARD | NEWPORT | RI | 02840 | PC | HUMAN SERVICES | $400 | |
| SAVE A SUIT | |||||||
| 137 GREENWOOD AVE UNIT 6 | BETHEL | CT | 06801 | PC | UNRESTRICTED OPERATING FUNDS | $1,000 | |
| SCHOOL ON WHEELS OF MA | |||||||
| 100 LAUREL STREET STE 121 | EAST BRIDGEWATER | MA | 02333 | PC | EDUCATIONAL / SCHOLARSHIP | $5,000 | |
| SECOND CHANCES INC | |||||||
| PO BOX 441328 | SOMERVILLE | MA | 02144 | PC | HUMAN SERVICES | $10,000 | |
| SOCCER UNITY PROJECT | |||||||
| PO BOX 180833 | BOSTON | MA | 02118 | PC | UNRESTRICTED OPERATING FUNDS | $10,000 | |
| SOJOURNER HOUSE | |||||||
| 386 SMITH STREET | PROVIDENCE | RI | 02908 | PC | HUMAN SERVICES | $10,000 | |
| SOROPTIMIST INTERNATIONAL OF WILLIMANTIC | |||||||
| 452 STORRS ROAD | MANSFIELD CTR | CT | 06250 | PC | CHILDREN / FAMILIES / YOUTH | $500 | |
| SOUTH PARK INN | |||||||
| 75 MAIN STREET | HARTFORD | CT | 06106 | PC | HUMAN SERVICES | $2,000 | |
| SOUTH SHORE YOUNG MENS CHRISTIAN ASSOCIATION | |||||||
| 79 CODDINGTON ST | QUINCY | MA | 02169 | PC | CHILDREN / FAMILIES / YOUTH | $10,000 | |
| SOUTHCOAST COMMUNITY FOUNDATION | |||||||
| 128 UNION ST - SUITE 403 | NEW BEDFORD | MA | 02740 | PC | HUMAN SERVICES | $500 | |
| SOUTHEASTERN MASS VETERANS HOUSING PROGRAM | |||||||
| 1297 PURCHASE STREET | NEW BEDFORD | MA | 02740 | PC | HUMAN SERVICES | $500 | |
| SOUTHWEST BOSTON SENIOR SERVICES DBA ETHOS | |||||||
| 555 AMORY STREET | JAMAICA PLAIN | MA | 02130 | PC | SOCIAL JUSTICE INITIATIVE | $50,000 | |
| SPECIAL OLYMPICS CONNECTICUT INC | |||||||
| 2666 STATE ST STE 1 | HAMDEN | CT | 06517 | PC | CHILDREN / FAMILIES / YOUTH | $25,500 | |
| SPECIAL OLYMPICS MASSACHUSETTS INC | |||||||
| 512 FOREST STREET | MARLBOROUGH | MA | 01752 | PC | HUMAN SERVICES | $1,334 | |
| SPINA BIFIDA ASSOCIATION OF GREATER NEW ENGLAND (SBAGNE) | |||||||
| PO BOX 681 | NATICK | MA | 01760 | PC | HUMAN SERVICES | $1,110 | |
| ST ROCK HAITI FOUNDATION LTD | |||||||
| 372 GRANITE AVE STE 1 | MILTON | MA | 02186 | PC | HEALTH CHARITY | $5,000 | |
| ST VINCENT DE PAULST JOHNS FOOD PANTRY | |||||||
| PO BOX 544 | EAST BRIDGEWATER | MA | 02333 | PC | FOOD PANTRY | $500 | |
| ST PAUL'S EVANGELICAL LUTHERAN CHURCH | |||||||
| 39 PROSPECT ST | NEW HARTFORD | CT | 06057 | PC | HUMAN SERVICES | $2,000 | |
| STRAN & COMPANY INC | |||||||
| 2 HERITAGE DR SUITE 600 | QUINCY | MA | 02171 | PC | SAFE DRIVER PROGRAM | $2,205 | |
| STRONG PAWS RESCUE INC | |||||||
| 420 S RIVERSIDE AVE 296 | CROTON ON HUDSON | NY | 10520 | PC | COMMUNITY / CIVIC / CULTURAL | $250 | |
| TERANCE MANN COMPLETE PLAYER FOUNDATION | |||||||
| 2056 CROGHAN DRIVE | CARNEGIE | PA | 15106 | PC | CHILDREN / FAMILIES / YOUTH | $10,000 | |
| THE CANTON FOOD BANK INC | |||||||
| PO BOX 374 | COLLINGSVILE | CT | 06022 | PC | FOOD PANTRY | $1,000 | |
| THE COMMUNITY FOOD BANK | |||||||
| 93 RIVER RD PO BOX 181 | PLEASANT VALLEY | CT | 06063 | PC | FOOD PANTRY | $1,000 | |
| THE ELLIE FUND | |||||||
| 200 RESERVOIR ST | NEEDHAM | MA | 02494 | PC | SOCIAL JUSTICE INITIATIVE | $50,000 | |
| THE FRIENDS OF WOMPATUCK STATE PARK | |||||||
| PO BOX 612 | HINGHAM | MA | 02043 | PC | COMMUNITY / CIVIC / CULTURAL | $1,000 | |
| THE INSURANCE LIBRARY ASSOCBOSTON | |||||||
| 156 STATE STREET | BOSTON | MA | 02109 | PC | UNRESTRICTED OPERATING FUNDS | $10,000 | |
| THE MASSACHUSETTS INSTITUTE FOR A NEW COMMONWEALTH INC | |||||||
| 11 BEACON ST - STE 500 | BOSTON | MA | 02108 | PC | COMMUNITY / CIVIC / CULTURAL | $25,000 | |
| THE OUTREACH PROGRAM | |||||||
| PO BOX 361 | UNION | IA | 50258 | PC | HUMAN SERVICES | $1,000 | |
| THE SPAULDING REHABILITATION HOSPITAL CORPORATION | |||||||
| 300 1ST AVENUE | CHARLESTOWN | MA | 02129 | PC | HEALTH CHARITY | $26,120 | |
| THE VILLAGE FOR FAMILIES AND CHILDREN | |||||||
| 1680 ALBANY AVE | HARTFORD | CT | 06105 | PC | SOCIAL JUSTICE INITIATIVE | $50,000 | |
| THOMAS CHEW BOYS & GIRLS CLUB INC | |||||||
| P O BOX 5155 | FALL RIVER | MA | 02723 | PC | CHILDREN / FAMILIES / YOUTH | $250 | |
| TRI PARISH ECUMENICAL FOOD PANTRY | |||||||
| PO BOX 202 | NEW BRAINTREE | MA | 01531 | PC | FOOD PANTRY | $150 | |
| TRINITY COLLEGE | |||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | PC | UNRESTRICTED OPERATING FUNDS | $1,000 | |
| TRINITY EPISCOPAL CHURCH- JUBILEE FOOD CUPBOARD | |||||||
| PO BOX 447 | WARE | MA | 01082 | PC | FOOD PANTRY | $200 | |
| UNIQUE STEPS DANCE ACADEMY | |||||||
| PO BOX 445 | NORTH ATTELBORO | MA | 02761 | PC | UNRESTRICTED OPERATING FUNDS | $250 | |
| UNITED PARISH FOOD PANTRY | |||||||
| 50 ESSEX STREET | SAUGUS | MA | 01906 | PC | FOOD PANTRY | $1,500 | |
| UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION INC | |||||||
| 134 HICKS WAY | AMHERST | MA | 01003 | PC | EDUCATIONAL / SCHOLARSHIP | $11,000 | |
| VALLEY UNITED WAY | |||||||
| 54 GROVE ST | SHELTON | CT | 06484 | PC | HUMAN SERVICES | $10,000 | |
| VINTAGE PET RESCUE | |||||||
| 109 DANIELSON PIKE | FOSTER | RI | 02825 | PC | COMMUNITY / CIVIC / CULTURAL | $1,000 | |
| WALTHAM BOYS & GIRLS CLUB | |||||||
| 20 EXCHANGE ST | WALTHAM | MA | 02451 | PC | UNRESTRICTED OPERATING FUNDS | $10,000 | |
| WARREN-PRESCOTT FOUNDATION INC | |||||||
| 50 SCHOOL STREET | CHARLESTOWN | MA | 02129 | PC | EDUCATIONAL / SCHOLARSHIP | $6,000 | |
| WATERTOWN BOYS & GIRLS CLUB | |||||||
| 25 WHITES AVE | WATERTOWN | MA | 02472 | PC | UNRESTRICTED OPERATING FUNDS | $5,000 | |
| WEBSTER WATERSKI COLLECTIVE | |||||||
| 76 UNION POINT RD | WEBSTER | MA | 01570 | PC | CHILDREN / FAMILIES / YOUTH | $500 | |
| WESTON YOUTH BASEBALL | |||||||
| PO BOX 1277 | WESTON | CT | 06883 | PC | CHILDREN / FAMILIES / YOUTH | $500 | |
| WESTWOOD FOOD PANTRY | |||||||
| 60 NAHATAN STREET | WESTWOOD | MA | 02090 | PC | FOOD PANTRY | $1,000 | |
| WORK INC | |||||||
| 25 BEACH STREET | DORCHESTER | MA | 02122 | PC | HUMAN SERVICES | $1,000 | |
| YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER BOSTON INC | |||||||
| 316 HUNTINGTON AVE | BOSTON | MA | 02115 | PC | EDUCATIONAL / SCHOLARSHIP | $10,000 | |
| YOUNG MENS CHRISTIAN ASSOCIATION SOUTHCOAST INCORPORATED | |||||||
| 128 UNION ST SUITE 304 | NEW BEDFORD | MA | 02740 | PC | HEALTH CHARITY | $500 | |
| YOUTH ENRICHMENT SERVICES (YES) | |||||||
| 412 MASSACHUSETTS AVE | BOSTON | MA | 02118 | PC | UNRESTRICTED OPERATING FUNDS | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,233,101 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AUDACY 2024 | ||||||
| 84 LEO BIRMINGHAM PARKWAY | BOSTON | MA | 02136 | PC | HEALTH CHARITY | $241,800 |
| BEHAVIORAL HEALTH NETWORK | ||||||
| 417 LIBERTY STREET | SPRINGFIELD | MA | 01104 | PC | SOCIAL JUSTICE INITIATIVE | $10,000 |
| DANA FARBER | ||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | PC | JIMMY FUND | $200,000 |
| INNOVATION NETWORK FOR COMMUNITIES | ||||||
| 156 GROVER LANE | TAMWORTH | NH | 03866 | PC | SOCIAL JUSTICE INITIATIVE | $25,000 |
| MABEL CENTER FOR IMMIGRANT JUSTICE | ||||||
| 200 PORTLAND STREET 5TH FLR | BOSTON | MA | 02114 | PC | SOCIAL JUSTICE INITIATIVE | $100,000 |
| NEW BRITAIN MUSEUM OF AMERICAN ART | ||||||
| 56 LEXINGTON ST | NEW BRITIAN | CT | 06052 | PC | EDUCATIONAL / SCHOLARSHIP | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $601,800 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $389,715 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,649,811 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,039,526 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,039,526 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARBELLA INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 ARCH STREET SUITE 1860 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $35,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 82,343.877 SHS HIGH DIVIDEND YLD | AT COST | $1,507,265 | $1,507,265 |
| 43,687.978 SHS TOT INTL STOCK IX | AT COST | $3,318,279 | $3,318,279 |
| 88,160.851 SHS INTER-TERM CORP BOND IX AD | AT COST | $957,878 | $957,878 |
| 93,340.631 SHS GNMA FUND ADMIRAL | AT COST | $3,195,541 | $3,195,541 |
| 93,326.417 SHS TOTAL STOCK MKT IDX | AT COST | $12,156,644 | $12,156,644 |
| VANGUARD GNMA FUND ADM | AT COST | $979,091 | $979,091 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST INCOME | $7,654 | $0 | $0 |
| OTHER ASSETS | $0 | $1,529 | $1,529 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS / LOSSES | Desc |
| Amt | $113,818 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EQUIPMENT AND SOFTWARE | $74,329 | $0 | $0 | $0 |
| MANAGEMENT EXPENSE | $378,278 | $0 | $0 | $0 |
| SPONSORSHIP EXPENSE | $23,098 | $0 | $0 | $23,098 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PAYABLE | Desc |
| BOY Book Value | $11,283 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COMMUNICATIONS | $28,048 | $0 | $0 | $0 |
| $0 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $17,315 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |