LYNCH FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LYNCH FOUNDATION (EIN 04-3017940)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-25
- IRS object ID
- 201841159349100424
- Schema version
- 2017v2.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-25T14:46:45-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043017940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LYNCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYNC | BusinessNameControlTxt |
| Phone | 6176391280 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 STATE STREET NO 402 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN EVERETT | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6176391280 | PhoneNum |
| Signature | 2018-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID KELLEHER CPA | PreparerPersonNm |
| PTIN | P01059560 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2018-04-23 | PreparationDt |
| 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 | $134,153,703 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $495,655 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $495,655 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,839,633 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $217,708,128 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,839,633 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,335,288 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,335,288 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $408,858 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $408,858 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $261,560 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $110,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $151,560 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $84,253 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,924 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $69,965 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $900 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $900 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $55,764 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $66,035 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $646,015 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $614,185 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $29,708 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $616,542 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,158 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $28,824 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $49,285 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $44,035 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $63,952 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,925 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $61,936 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $124,768 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $129,569 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,311,897 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $750,192 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $991,390 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,051,787 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,051,787 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,363,684 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $750,192 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,043,177 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,971,604 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,585,096 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,787,577 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,448,919 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,448,919 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $130,397 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $11,221 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $11,221 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $105,313,522 | CorporateStockBOYAmt |
| Corporate Stock EOY | $110,039,213 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $110,039,213 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,408,605 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,654,350 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,654,350 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $114,640,101 | TotalAssetsBOYAmt |
| Total Assets EOY | $134,153,703 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $134,153,703 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $38,405 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $172,623 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $267,394 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $432,253 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $305,799 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $604,876 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $114,334,302 | UnrestrictedBOYAmt |
| Unrestricted EOY | $133,548,827 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $114,334,302 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $133,548,827 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $114,640,101 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $134,153,703 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $114,334,302 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,971,604 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,242,921 | OtherIncreasesAmt |
| Subtotal | $133,548,827 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $133,548,827 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $217,708,128 | GrossSalesPriceAmt |
| Cost Or Other Basis | $196,868,495 | CostOrOtherBasisAmt |
| Gain Or Loss | $20,839,633 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $20,839,633 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,839,633 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,712,890 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $107,238,745 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081248 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,769,001 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $114,291,299 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.076725 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,651,184 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $122,043,958 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.079080 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,123,126 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $110,626,758 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.091507 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,233,196 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $91,734,744 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.089750 | DistributionYr5Rt |
| Total Distribution | 0.418310 | TotalDistributionRt |
| Average Distribution | 0.083662 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $122,271,273 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,229,459 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $205,851 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,435,310 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,043,177 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $411,702 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $411,702 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $411,702 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $266,152 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $266,152 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $145,550 | 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 | 0 | 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 | THELYNCHFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | KATHRYN EVERETT EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 6176391280 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 STATE STREET SUITE 402 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| PETER S LYNCH | ||||||||
| 109 STATE STREET SUITE 402 | BOSTON | MA | 02109 | PRESIDENT AND CHAIRMAN | 1.00 | $0 | $0 | $0 |
| RICHARD SPILLANE | ||||||||
| 109 STATE STREET SUITE 402 | BOSTON | MA | 02109 | TREASURER | 1.00 | $0 | $0 | $0 |
| ELIZABETH DE MONTRICHARD | ||||||||
| 109 STATE STREET SUITE 402 | BOSTON | MA | 02109 | SECRETARY | 1.00 | $0 | $0 | $0 |
| J FREDERICK BUSH | ||||||||
| 109 STATE STREET SUITE 402 | BOSTON | MA | 02109 | TRUSTEE (THROUGH OCT 2017) | 1.00 | $0 | $0 | $0 |
| NANCY R COOLIDGE | ||||||||
| 109 STATE STREET SUITE 402 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RALPH C SWEETLAND MD | ||||||||
| 109 STATE STREET SUITE 402 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANNIE LUKOWSKI | ||||||||
| 109 STATE STREET SUITE 402 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARY WITKOWSKI | ||||||||
| 109 STATE STREET SUITE 402 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JACK REGAN | ||||||||
| 109 STATE STREET SUITE 402 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATHRYN M EVERETT | ||||||||
| 109 STATE STREET SUITE 402 | BOSTON | MA | 02109 | EXECUTIVE DIRECTOR | 40.00 | $408,858 | $45,527 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID BADEAU | ||||||||
| 109 STATE STREET SUITE 402 | BOSTON | MA | 02109 | RESEARCH ANALYST | 20.00 | $110,000 | $12,924 | $0 |
| VICTORIA PRUDDEN | ||||||||
| 109 STATE STREET SUITE 402 | BOSTON | MA | 02109 | OPERATIONS MANAGER | 40.00 | $85,000 | $15,250 | $0 |
| ASHLEY MANN | ||||||||
| 109 STATE STREET SUITE 402 | BOSTON | MA | 02109 | SPECIAL PROJECTS MAN | 40.00 | $66,560 | $9,652 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $108,435,237 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,686,814 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,221 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $124,133,272 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $124,133,272 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,861,999 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $122,271,273 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,113,564 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,113,564 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $411,702 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $411,702 | TotalTaxAmt |
| Distributable Before Adj | $5,701,862 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,701,862 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,701,862 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,043,177 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,043,177 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,043,177 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,701,862 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,868,430 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,208,895 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,816,869 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,106,751 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,351,476 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,352,421 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,043,177 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,701,862 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,341,315 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,693,736 | 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 | $3,868,430 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,825,306 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,208,895 | ExcessFromYear4Amt |
| Excess From Year3 | $3,816,869 | ExcessFromYear3Amt |
| Excess From Year2 | $3,106,751 | ExcessFromYear2Amt |
| Excess From Year1 | $3,351,476 | ExcessFromYear1Amt |
| Excess From Current Year | $3,341,315 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER S LYNCH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHRYN M EVERETT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 STATE STREET SUITE 402 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6176391280 | RecipientPhoneNum |
| Form And Info And Materials | ALL REQUESTS ARE SUBMITTED ELECTRONICALLY THROUGH THE LYNCH FOUNDATION WEBSITE: WWW.THELYNCHFOUNDATION.COM. APPLICANTS SHOULD FILL OUT THE CONCEPT PAPER WHICH INCLUDES INFORMATION ABOUT THE ORGANIZATION, DESCRIPTION OF REQUEST AND OBJECTIVES OF THEIR REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE CONCEPT PAPERS ARE REVIEWED ON A ROLLING PROCESS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST BE A 501(C)(3) ORGANIZATION THAT PERFORMS WORK PRIMARILY IN MASSACHUSETTS AND BE UNDER THE GIVING GUIDELINES OF EDUCATION; CULTURE AND HISTORIC PRESERVATION; HEALTH CARE AND WELLNESS; AND RELIGIOUS AND EDUCATIONAL EFFORTS OF THE ROMAN CATHOLIC CHURCH. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 1647 INC | ||||||
| 1452 DORCHESTER AVENUE 4TH FLOOR | DORCHESTER | MA | 02122 | NC | PROGRAM EXPANSION | $100,000 |
| AMERICAN IRELAND FUND | ||||||
| 10 POST OFFICE SQUARE | BOSTON | MA | 02109 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| ARCHDIOCESE OF BOSTON | ||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | NC | HS ENROLLMENT CAMPAIGN | $353,534 |
| ASSOCIATED GRANTMAKERS | ||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | NC | MEMBERSHIP | $5,000 |
| ASSOCIATED GRANTMAKERS-BEF | ||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | NC | MEMBERSHIP-BOSTON EDUCATION FUNDERS | $500 |
| BOSTON DEBATE LEAGUE | ||||||
| 566 COLUMBUS AVENUE | BOSTON | MA | 02118 | NC | PROGRAM EXPANSION | $100,000 |
| BOSTON HARBOR NOW | ||||||
| 15 STATE STREET 1100 | BOSTON | MA | 02109 | NC | PROGRAM EXPANSION | $50,000 |
| BOSTON PUBLIC SCHOOLS | ||||||
| 2300 WASHINGTON STREET | ROXBURY | MA | 02119 | NC | PLANNING GRANT | $13,141 |
| BOSTON SCHOOLS FUND | ||||||
| 31 HEATH STREET | BOSTON | MA | 02130 | NC | GENERAL OPERATING SUPPORT | $1,013,141 |
| BOSTON SYMPHONY ORCHESTRA | ||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NC | GENERAL OPERATING SUPPORT | $31,000 |
| BOYS AND GIRLS CLUBS OF BOSTON | ||||||
| 50 CONGRESS STREET SUITE 730 | BOSTON | MA | 02109 | NC | SHARED SPACE CLUBS | $150,000 |
| CATHOLIC RELIEF SERVICES | ||||||
| 228 W LEXINGTON STREET | BALTIMORE | MD | 21201 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| CATHOLIC SCHOOLS FOUNDATION | ||||||
| 67 BATTERYMARCH STREET 6TH FLOOR | BOSTON | MA | 02110 | NC | PROGRAM EXPANSION | $100,000 |
| CITY YEAR BOSTON | ||||||
| 285 COLUMBUS AVENUE | BOSTON | MA | 02116 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| COLLEGE BOUND DORCHESTER | ||||||
| 18 SAMOSET STREET | DORCHESTER | MA | 02124 | NC | PROGRAM EXPANSION | $125,000 |
| CROSSROADS | ||||||
| 119 MYRTLE STREET | DUXBURY | MA | 02332 | NC | PROGRAM EXPANSION | $25,000 |
| EAST BOSTON CENTRAL CATHOLIC | ||||||
| 69 LONDON STREET | BOSTON | MA | 02128 | NC | EARLY CHILDHOOD PROGRAM | $16,470 |
| EDNAVIGATOR | ||||||
| 646 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | NC | BOSTON PROGRAM LAUNCH | $150,000 |
| FACING HISTORY & OURSELVES | ||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NC | GENERAL OPERATING SUPPORT | $5,000 |
| FADICA | ||||||
| 4201 CONNECTICUT AVENUE NW 505 | WASHINGTON | DC | 20008 | NC | MEMBERSHIP | $7,900 |
| FIRST NIGHT FIRST DAY | ||||||
| ONE DESIGN CENTER PLACE | BOSTON | MA | 02210 | NC | GENERAL OPERATING SUPPORT | $5,000 |
| GOSNOLD INC | ||||||
| 200 TER HEUN DRIVE | FALMOUTH | MA | 02540 | NC | PEDIATRIC & BEHAVIORAL HEALTH | $50,000 |
| HARMBE ENTREPRENEUR ALLIANCE | ||||||
| 84 BRATTLE STREET 350B | CAMBRIDGE | MA | 02138 | NC | HARVARD VATICAN LEADERSHIP SUMMIT | $10,000 |
| HARVARD MEDICAL SCHOOL | ||||||
| 401 PARK DRIVE SUITE 22W | BOSTON | MA | 02215 | NC | SYSTEMS BIOLOGY | $250,000 |
| HARVARD MEDICAL SCHOOL | ||||||
| 401 PARK DRIVE SUITE 22W | BOSTON | MA | 02215 | NC | DEAN FLIER FUND | $50,000 |
| INNERCITY WEIGHTLIFTING | ||||||
| PO BOX 171313 | BOSTON | MA | 02117 | NC | PROGRAM EXPANSION | $88,951 |
| LAWRENCE PUBLIC SCHOOLS | ||||||
| 237 ESSEX STREET | LAWRENCE | MA | 01840 | NC | PLANNING GRANT | $19,191 |
| LYNCH LEADERSHIP ACADEMY | ||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NC | GENERAL OPERATING SUPPORT | $1,006,620 |
| MALTESER INTERNATIONAL | ||||||
| 75 VALENICA AVENUE SUITE 702 | CORAL CABLES | FL | 33134 | NC | GENERAL OPERATING SUPPORT | $20,000 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NC | PACT PROGRAM | $125,000 |
| MEDICINES FOR HUMANITY | ||||||
| 800 HINGHAM STREET | ROCKLAND | MA | 02370 | NC | CAMEROON PROGRAM SUPPORT | $50,000 |
| MENTOR NATIONAL MENTORING PARTNERSHIP | ||||||
| 201 SOUTH STREET 6TH FLOOR | BOSTON | MA | 02111 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| MISSION GRAMMAR SCHOOL | ||||||
| 94 ST ALPHONSUS STREET | ROXBURY | MA | 02120 | NC | EARLY CHILDHOOD PROGRAM | $116,470 |
| MORE THAN WORDS | ||||||
| 56 FELTON STREET | WALTHAM | MA | 02453 | NC | CAPITAL CAMPAIGN | $100,000 |
| MY BROTHER'S KEEPER | ||||||
| PO BOX 338 | EASTON | MA | 02356 | NC | CAPITAL CAMPAIGN & GENERAL OPERATING SUPPORT | $125,000 |
| NATIONAL COUNCIL ON TEACHER QUALITY | ||||||
| 1120 G STREET NW SUITE 800 | WASHINGTON | DC | 20005 | NC | MASSACHUSETTS PROGRAMMING | $25,000 |
| NATIONAL STROKE ASSOCIATION | ||||||
| 9707 EAST EASTER LANE SUITE B | CENTENNIAL | CO | 80112 | NC | MEMORIAL GIFT | $250 |
| NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY | ||||||
| 101 NEWBURY STREET | BOSTON | MA | 02116 | NC | CAROLYN LYNCH GARDEN | $50,000 |
| NORTHEASTERN UNIVERSITY | ||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NC | BPS OPPORTUNITY INDEX | $19,945 |
| OUR LADY STAR OF THE SEA | ||||||
| 85 ATLANTIC AVENUE | MARBLEHEAD | MA | 01945 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| PAPAL FOUNDATION | ||||||
| 150 MONUMENT ROAD SUITE 600 | BALA CYNWYD | PA | 19004 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| PARTNERS IN HEALTH | ||||||
| 888 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| PEABODY ESSEX MUSEUM | ||||||
| 161 ESSEX STREET | SALEM | MA | 01970 | NC | CAROLYN AND PETER LYNCH EXHIBITION ENDOWMENT | $500,000 |
| PHILANTHROPY ROUNDTABLE | ||||||
| 1150 17TH STREET NW SUITE 503 | WASHINGTON | DC | 20036 | NC | K-12 EDUCATION PROGRAM | $25,000 |
| PINE STREET INN | ||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NC | GENERAL OPERATING SUPPORT | $5,000 |
| POSSE FOUNDATION BOSTON | ||||||
| 45 FRANKLIN STREET | BOSTON | MA | 02110 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| QUINCY CATHOLIC ACADEMY | ||||||
| 370 HANCOCK STREET | QUINCY | MA | 02171 | NC | EARLY CHILDHOOD PROGRAM | $16,470 |
| RED SOX FOUNDATION | ||||||
| 4 YAWKEY WAY | BOSTON | MA | 02215 | NC | RED SOX SCHOLARS PROGRAM | $25,000 |
| RENEW INTERNATIONAL | ||||||
| 1232 GEORGE STREET | PAINFIELD | NJ | 07062 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| ROSE FITZGERALD KENNEDY GREENWAY CONSERVANCY | ||||||
| 185 KNEELAND STREET | BOSTON | MA | 02111 | NC | LYNCH FAMILY GARDEN | $760,000 |
| SACRED HEART SCHOOL | ||||||
| 1035 CANTERBURY STREET | ROSLINDALE | MA | 02131 | NC | EARLY CHILDHOOD PROGRAM | $41,370 |
| SAINT JOHN PAUL II CATHOLIC ACADEMY | ||||||
| 2200 DORCHESTER AVENUE | DORCHESTER | MA | 02124 | NC | EARLY CHILDHOOD PROGRAM | $65,879 |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||
| 2440 WEST EL CAMINO REAL SUITE 300 | MOUNTAIN VIEW | CA | 94040 | NC | I2 LEARNING BOSTON STEM WEEK | $200,000 |
| SONTAG PRIZE IN URBAN EDUCATION | ||||||
| 50 MILK STREET | BOSTON | MA | 02109 | NC | PROGRAM EXPANSION | $200,000 |
| SOUTH BOSTON CATHOLIC ACADEMY | ||||||
| 866 EAST BROADWAY | BOSTON | MA | 02127 | NC | EARLY CHILDHOOD PROGRAM | $28,920 |
| SPECIAL OLYMPICS INC | ||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | NC | 50TH ANNIVERSARY CAMPAIGN | $250,000 |
| ST FRANCIS HOUSE | ||||||
| 39 BOYLSTON STREET | BOSTON | MA | 02116 | NC | GENERAL OPERATING SUPPORT | $1,000 |
| ST JOHN SCHOOL | ||||||
| 9 MOON STREET | BOSTON | MA | 02113 | NC | EARLY CHILDHOOD PROGRAM | $16,469 |
| ST JOHN THE BAPTIST SCHOOL | ||||||
| 19 CHESTNUT STREET | PEABODY | MA | 01960 | NC | LYNCH SCHOLARS PROGRAM | $4,000 |
| ST MARY'S CENTER FOR WOMEN AND CHILDREN | ||||||
| 90 CUSHING AVENUE | DORCHESTER | MA | 02125 | NC | GENERAL OPERATING SUPPORT | $1,000 |
| ST PATRICK SCHOOL | ||||||
| 131 MT PLEASANT AVE | ROXBURY | MA | 02119 | NC | EARLY CHILDHOOD PROGRAM | $63,122 |
| ST ROSE SCHOOL | ||||||
| 580 BROADWAY | CHELSEA | MA | 02150 | NC | EARLY CHILDHOOD PROGRAM | $16,469 |
| SUMMER SEARCH BOSTON | ||||||
| 500 ARMORY STREET | JAMAICA PLAIN | MA | 02130 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| TEACH FOR AMERICA MASSACHUSETTS | ||||||
| 60 CANAL STREET 3RD FLOOR | BOSTON | MA | 02114 | NC | PROGRAM EXPANSION | $100,000 |
| THE ACHIEVEMENT NETWORK | ||||||
| 1 BEACON STREET | BOSTON | MA | 02108 | NC | PROGRAM EXPANSION | $200,000 |
| THE BOSTON FOUNDATION | ||||||
| 75 ARLINGTON STREET | BOSTON | MA | 02116 | NC | NBC EDUCATION NATION | $25,000 |
| THE BRIDGESPAN GROUP | ||||||
| 2 COPLEY PLACE 7TH FLOOR | BOSTON | MA | 02116 | NC | LEADING FOR IMPACT BOSTON PROGRAM | $100,000 |
| THE ESPLANADE ASSOCIATION | ||||||
| 376 BOYLSTON STREET SUITE 503 | BOSTON | MA | 02116 | NC | WAYFINDING PROJECT | $25,000 |
| THE PHOENIX | ||||||
| 785 ALBANY STREET | BOSTON | MA | 02118 | NC | BOSTON PROGRAM LAUNCH | $550,000 |
| THE POSSIBLE PROJECT | ||||||
| 17 SELLERS STREET | CAMBRIDGE | MA | 02139 | NC | GENERAL OPERATING SUPPORT | $15,000 |
| THE SAINTS ACADEMY | ||||||
| 111 NEW BALCH ST | BEVERLY | MA | 01915 | NC | LYNCH SCHOLARS PROGRAM | $2,000 |
| URBAN CATHOLIC TEACHER CORPS | ||||||
| 25 LAWRENCE AVENUE | CHESTNUT HILL | MA | 02467 | NC | GENERAL OPERATING SUPPORT | $50,000 |
| VALOR ACADEMY | ||||||
| 2636 S MANSFIELD AVENUE | LOS ANGELES | CA | 90016 | NC | GENERAL OPERATING SUPPORT | $1,500 |
| WGBH | ||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NC | NOVA PROGRAM SUPPORT | $25,000 |
| WHEELOCK COLLEGE | ||||||
| 200 RIVERWAY | BOSTON | MA | 02215 | NC | LYNCH EARLY EDUCATION SCHOLARS | $81,475 |
| XAVERIAN BROTHERS HIGH SCHOOL | ||||||
| 800 CLAPBOARD STREET | WESTWOOD | MA | 02090 | NC | SCHOLARSHIP SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,051,787 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $495,655 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,839,633 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,335,288 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,335,288 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $55,764 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $66,035 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $110,039,213 | EOYBookValueAmt |
| EOYFMV | $110,039,213 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PRIVATE EQUITY INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $5,654,350 | BookValueAmt |
| EOYFMV | $5,654,350 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $900 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $900 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSE | $917 | $0 | $917 |
| MEMBERSHIP | $11,030 | $0 | $12,834 |
| OFFICE EXPENSES | $107,179 | $0 | $109,246 |
| EVENTS | $5,642 | $0 | $6,572 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $8,242,921 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX | Desc |
| BOY Book Value | $267,394 | BOYBookValueAmt |
| EOY Book Value | $432,253 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $614,185 | $614,185 | $0 |
| SOFTWARE | $9,030 | $0 | $9,030 |
| OTHER CONSULTANTS | $22,800 | $0 | $20,678 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $5,500 | $5,500 | $0 |
| PAYROLL TAXES | $34,482 | $5,658 | $28,824 |
| FEDERAL EXCISE TAX | $576,560 | $0 | $0 |
Comments