AMELIA PEABODY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AMELIA PEABODY FOUNDATION (EIN 04-6036558)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349102018
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T09:26:17-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Plante & Moran PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 Edgewater Place Suite 300 | AddressLine1Txt |
| City | Wakefield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018806208 | 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 | 046036558 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Amelia Peabody Foundation | BusinessNameLine1Txt |
| Business Name Line2 | c/o Joseph Kelly | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMEL | BusinessNameControlTxt |
| Phone | 7812376468 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S Main St Unit 103 | AddressLine1Txt |
| City | Topsfield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01983 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joseph Kelly | PersonNm |
| Person Title | Executive Director and CIO | PersonTitleTxt |
| Phone | 7812376468 | PhoneNum |
| Signature | 2025-11-14 | 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 | Heidi E MacLean | PreparerPersonNm |
| PTIN | P00840184 | PTIN |
| Phone | 7812459999 | PhoneNum |
| Preparation | 2025-11-14 | 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 | $198,558,663 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,004,356 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,493,252 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,590,409 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $133,172,204 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,590,409 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,318,206 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,321,128 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $40,912,971 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,404,789 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $484,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $302,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $181,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $697,834 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $274,670 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $423,164 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $344,766 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $181,564 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $163,202 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,182 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,091 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,091 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $169,298 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $84,649 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $84,649 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $401,324 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $360,804 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,520 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $609,826 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31,108 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $32,688 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $48,440 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $29,064 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $19,376 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $51,744 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $36,221 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $15,523 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $90,636 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $57,336 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $44,473 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,902,050 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,360,107 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,007,086 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,677,334 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,677,334 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,579,384 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,360,107 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,684,420 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,333,587 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,044,682 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,587,748 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,003,001 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,003,001 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $383,181 | AcctRcvblAmt |
| Acct Rcvbl BOY | $120,874 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $383,181 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $383,181 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $11,844 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $4,755 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,867 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,867 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $121,952,979 | CorporateStockBOYAmt |
| Corporate Stock EOY | $162,070,816 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $195,161,664 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,950 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,950 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,950 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $135,682,150 | TotalAssetsBOYAmt |
| Total Assets EOY | $165,467,815 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $198,558,663 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $46,736 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $498,814 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,125,178 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,335,163 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,171,914 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,833,977 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $134,510,236 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $163,633,838 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $134,510,236 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $163,633,838 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $135,682,150 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $165,467,815 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $134,510,236 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,333,587 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $163,843,823 | SubtotalAmt |
| Other Decreases | $209,985 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $163,633,838 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Common Stock and Other | P | $100,564,867 | $68,838,065 | $31,726,802 | $31,726,802 |
| Partnerships | P | $32,607,337 | $30,743,730 | $1,863,607 | $1,863,607 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,590,409 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $542,721 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $542,721 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $542,721 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $588,464 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $628,464 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $85,743 | OverpaymentAmt |
| Applied To ES Tax | $85,743 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | ameliapeabody.org | WebsiteAddressTxt |
| Individual With Books | MORGAN STANLEY | IndividualWithBooksNm |
| Phone | 7035498282 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 JOHN CARLYLE ST SUITE 650 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| Margaret St Clair | ||||||||
| 10 S Main Street Unit 103 | Topsfield | MA | 01983 | Trustee | 6.00 | $20,000 | $20,000 | $0 |
| Vincent Marturano | ||||||||
| 10 S Main Street Unit 103 | Topsfield | MA | 01983 | Trustee | 6.00 | $20,000 | $0 | $0 |
| Deborah Carlson | ||||||||
| 10 S Main Street Unit 103 | Topsfield | MA | 01983 | Trustee | 6.00 | $15,000 | $0 | $0 |
| Dolores Reid | ||||||||
| 10 S Main Street Unit 103 | Topsfield | MA | 01983 | Trustee | 6.00 | $20,000 | $0 | $0 |
| Joseph Kelly | ||||||||
| 10 S Main Street Unit 103 | Topsfield | MA | 01983 | Executive Director and CIO | 45.00 | $404,000 | $95,208 | $0 |
| Beatrice Waring | ||||||||
| 10 S Main Street Unit 103 | Topsfield | MA | 01983 | Beneficiary | 0.00 | $0 | $11,177 | $0 |
| Phillip Waring | ||||||||
| 10 S Main Street Unit 103 | Topsfield | MA | 01983 | Former Trustee - Retiree | 0.00 | $0 | $18,558 | $0 |
| David Carlson | ||||||||
| 10 S Main Street Unit 103 | Topsfield | MA | 01983 | Trustee | 6.00 | $5,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Joanne Smith | ||||||||
| 10 S Main Street Unit 103 | Topsfield | MA | 01983 | Grant Making Program | 45.00 | $275,208 | $71,362 | $0 |
| William Richards | ||||||||
| 10 S Main Street Unit 103 | Topsfield | MA | 01983 | Investment Program D | 40.00 | $224,996 | $81,428 | $0 |
| Nicole Lania | ||||||||
| 10 S Main Street Unit 103 | Topsfield | MA | 01983 | Grants Associate | 40.00 | $85,800 | $25,098 | $0 |
| Kathryn Kain | ||||||||
| 10 S Main Street Unit 103 | Topsfield | MA | 01983 | Office Manager | 40.00 | $82,189 | $17,780 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Tonneson & Company PC | |||||
| 401 Edgewater Place Suite 300 | Wakefield | MA | 01880 | Accounting Fees | $169,298 |
| Prime Buchholz & Assoc | |||||
| 10 Post Office Sq N Tower 580 | Boston | MA | 02109 | Investment Advisors | $100,000 |
| 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 | $179,510,863 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,776,644 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $192,287,507 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $192,287,507 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,884,313 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $189,403,194 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,470,160 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,470,160 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $542,721 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $542,721 | TotalTaxAmt |
| Distributable Before Adj | $8,927,439 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,927,439 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,927,439 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,684,420 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,684,420 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,927,439 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,095 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,684,420 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,095 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,927,439 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $741,886 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $741,886 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $741,886 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $741,886 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Joseph Kelly | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S Main Street Unit 103 | AddressLine1Txt |
| City | Topsfield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01983 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7812376468 | RecipientPhoneNum |
| Recipient Email Address | jkelly@ameliapeabody.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Application and other requirements on web page ameliapeabody.org | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Quarterly on web page ameliapeabody.org | SubmissionDeadlinesTxt |
| Restrictions On Awards | Qualifying organizations that operate in Massachusetts | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (152 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Boys & Girls Club of Greater Lowell | |||||||
| 657 Middlesex Street | Lowell | MA | 01851 | None | PC | General | $90,000 |
| Mujeres Unidas Avanzando | |||||||
| 54 Clayton Street | Dorchester | MA | 02122 | None | PC | General | $125,000 |
| Big Sister Association of Greater Boston Inc | |||||||
| 20 Park Plaza | Boston | MA | 02116 | None | PC | General | $20,000 |
| Friends of Springfield Preparatory Charter School Inc | |||||||
| 2071 Roosevelt Avenue | Springfield | MA | 01104 | None | PC | General | $15,000 |
| Friends of Libertas Academy Charter School Inc | |||||||
| 146 Chestnut Street | Springfield | MA | 01103 | None | PC | General | $125,000 |
| Homework House Inc | |||||||
| 54 North Summer Street | Holyoke | MA | 01040 | None | PC | General | $50,000 |
| Coaching for Change Inc | |||||||
| 427 Winthrop Street Unit A | Taunton | MA | 02780 | None | PC | General | $50,000 |
| Maverick Landing Community Services Inc | |||||||
| 31 Liverpool Street | East Boston | MA | 02128 | None | PC | General | $10,000 |
| Boston Debate League Incorporated | |||||||
| 1542 Tremont Street | Boston | MA | 02120 | None | PC | General | $10,000 |
| Chicopee Boys & Girls Club Inc | |||||||
| 580 Meadow Street | Chicopee | MA | 01013 | None | PC | General | $150,000 |
| YMCA Southcoast | |||||||
| 128 Union St Suite 304 | New Bedford | MA | 02740 | None | PC | General | $22,000 |
| Notre Dame High School of Lawrence Inc | |||||||
| 203 Lawrence Street | Methuen | MA | 01844 | None | PC | General | $25,000 |
| Straight Ahead Ministries Inc | |||||||
| 791 Main Street | Worcester | MA | 01610 | None | PC | General | $10,000 |
| Action Centered Tutoring Services Inc | |||||||
| 35 Chestnut Street | Springfield | MA | 01103 | None | PC | General | $5,000 |
| Third Sector New England fbo Future Chefs | |||||||
| 305 Blue Hill Avenue | Boston | MA | 02121 | None | PC | General | $50,000 |
| Kodeconnect Inc | |||||||
| 115 Cypress Drive | Brockton | MA | 02301 | None | PC | General | $25,000 |
| Top Notch Scholars Inc | |||||||
| 60 Island Street | Lawrence | MA | 01840 | None | PC | General | $40,000 |
| Project LEARN Inc | |||||||
| 50 Prescott Street | Lowell | MA | 01852 | None | PC | General | $50,000 |
| Family Aid Boston Inc | |||||||
| 3815 Washington Street | Boston | MA | 02130 | None | PC | General | $500,000 |
| Friendly House Inc | |||||||
| 36 Wall Street | Worcester | MA | 01604 | None | PC | General | $500,000 |
| Friendly House Inc | |||||||
| 36 Wall Street | Worcester | MA | 01604 | None | PC | General | $166,667 |
| Family Aid Boston Inc | |||||||
| 3815 Washington Street | Boston | MA | 02130 | None | PC | General | $166,667 |
| YMCA Greenfield Community | |||||||
| 451 Main Street | Greenfield | MA | 01301 | None | PC | General | $10,000 |
| West End House Inc | |||||||
| 105 Allston Street | Boston | MA | 02134 | None | PC | General | $15,000 |
| Confikids Inc | |||||||
| PO Box 71 | Foxboro | MA | 02035 | None | PC | General | $5,000 |
| R-A-R MA | |||||||
| 3 School Street | Boston | MA | 02108 | None | PC | General | $33,000 |
| Dennison Memorial Community Center Inc | |||||||
| 755 South First Street | New Bedford | MA | 02744 | None | PC | Dennison Academic Support Program | $50,000 |
| Youth Development Organization | |||||||
| 15 Union Street | Lawrence | MA | 01840 | None | PC | Operations | $20,000 |
| Boys & Girls Club of Haverhill | |||||||
| 55 Emerson Street | Haverhill | MA | 01830 | None | PC | Back-A-Kid Program | $25,000 |
| Thomas Chew Memorial Boys Club | |||||||
| 803 Bedford Street | Fall River | MA | 02723 | None | PC | Operations | $25,000 |
| Boys & Girls Clubs of Metro South Inc | |||||||
| 19 Court Street | Taunton | MA | 02780 | None | PC | Operations | $50,000 |
| Christina's House Incorporated | |||||||
| 38 Madison Avenue | Springfield | MA | 01105 | None | PC | Operations | $20,000 |
| Community Boating Center Inc | |||||||
| 1641 Padanaram Avenue | New Bedford | MA | 02740 | None | PC | Sailing and Leadership Training (SALT) Program | $30,000 |
| Families First Parenting Programs Inc | |||||||
| 50 Hunt Street | Watertown | MA | 02472 | None | PC | Western MA Expansion Project | $50,000 |
| Nurturing Foster Families Inc | |||||||
| PO Box 1073 | Orleans | MA | 02653 | None | PC | Grandfamilies Helpline of Cape Cod & the Islands | $20,000 |
| On Stage Theatrical ProductionsInc | |||||||
| 3770 North Main Street | Fall River | MA | 02720 | None | PC | Operations | $35,000 |
| Project Learn Inc | |||||||
| 58 Prescott Street | Lowell | MA | 01852 | None | PC | New program space | $50,000 |
| Provision Ministry Inc | |||||||
| 7 Thomas Newton Drive | Westborough | MA | 01681 | None | PC | Operations in Massachusetts | $40,000 |
| Silver Lining Mentoring Inc | |||||||
| PO Box 541497 | Waltham | MA | 02454 | None | PC | Operations | $20,000 |
| Sportsmens Tennis Club Inc | |||||||
| 950 Blue Hill Avenue | Dorchester | MA | 02124 | None | PC | Classroom Renovation & Expansion Project | $100,000 |
| SquashBusters Inc | |||||||
| 795 Columbus Avenue | Roxbury Crossing | MA | 02120 | None | PC | Programming in Lawrence | $50,000 |
| Salem Pantry Inc | |||||||
| PO Box 295 | Salem | MA | 01970 | None | PC | Operations | $45,000 |
| Boys Club of New Bedford | |||||||
| 166 Jenney Street | New Bedford | MA | 02744 | None | PC | Operations | $75,000 |
| Family Services of the Merrimack Valley Inc | |||||||
| 430 N Canal Street | Lawrence | MA | 01840 | None | PC | Youth Development Programs | $30,000 |
| Piers Park Sailing Center Inc | |||||||
| 95 Marginal Street | East Boston | MA | 02128 | None | PC | Inclusive Youth Development Program | $50,000 |
| Roca Inc | |||||||
| 101 Park Street | Chelsea | MA | 02150 | None | PC | Young Mothers Program | $50,000 |
| YMCA of Greater Springfield | |||||||
| PO Box 15329 | Springfield | MA | 01115 | None | PC | Y-AIM | $65,000 |
| Alliance for Inclusion and Prevention Inc | |||||||
| 555 Amory Street | Jamaica Plain | MA | 02130 | None | PC | SELECT Schools Program in Massachusetts | $80,000 |
| Blessed Stephen Bellesini OSA Academy Inc | |||||||
| PO Box 1021 | Lawrence | MA | 01842 | None | PC | Afterschool & Evening Study Program | $40,000 |
| Boston Higher Education Resource Center Inc | |||||||
| 62 Northampton Street | Boston | MA | 02118 | None | PC | Program Expansion for 1 Year | $50,000 |
| Communities Together Inc | |||||||
| PO Box 428 | Lawrence | MA | 01842 | None | PC | Manos Felices! Operations | $30,000 |
| Friends of New Heights Foundation | |||||||
| 1690 Main Street | Brockton | MA | 02301 | None | PC | Biology Lab | $50,000 |
| Greater Lawrence Community Boating Program Inc | |||||||
| One Eaton Street | Lawrence | MA | 01843 | None | PC | Science on the River Program | $20,000 |
| Institute for Nonprofit Management and Leadership | |||||||
| 980 Washington Street | Dedham | MA | 02026 | None | PC | Leadership Development in Merrimack Valley & Essex County | $25,000 |
| La Vida Inc | |||||||
| 120 Munroe Street | Lynn | MA | 01901 | None | PC | Capacity Building | $60,000 |
| Lawrence Boys Club and Girls Club Inc | |||||||
| 136 Water Street | Lawrence | MA | 01841 | None | PC | Operations | $50,000 |
| Old Colony Y | |||||||
| 320 Main Street | Brockton | MA | 02301 | None | PC | (1) Youth Focus Program | $50,000 |
| Old Colony Y | |||||||
| 320 Main Street | Brockton | MA | 02301 | None | PC | Taunton Teen Engagement Program | $50,000 |
| Raw Art Works Inc Mariah Neuroth | |||||||
| 37 Central Square | Lynn | MA | 01901 | None | PC | Teen Programming | $60,000 |
| Tech Foundry Inc | |||||||
| 1391 Main Street | Springfield | MA | 01103 | None | PC | Operations | $75,000 |
| Tenacity Inc | |||||||
| 38 Everett Street | Boston | MA | 02134 | None | PC | Summer Tennis & Reading Program in Worcester & Chelsea | $30,000 |
| Tenacity Inc | |||||||
| 38 Everett Street | Boston | MA | 02134 | None | PC | Worcester Summer Tennis & Reading Program | $35,000 |
| Brick House Community Resource Center Inc | |||||||
| PO Box 135 | Turner Falls | MA | 01376 | None | PC | Youth Development Programs | $25,000 |
| La Colaborativa | |||||||
| 318 Broadway | Chelsea | MA | 02150 | None | PC | Chelsea Youth Hub | $50,000 |
| Argosy Collegiate Charter School Foundation | |||||||
| 240 Dover Street | Fall River | MA | 02724 | None | PC | Middle School Capital Project | $250,000 |
| Boys & Girls Club of Greater Salem Inc | |||||||
| PO Box 295 | Salem | MA | 01970 | None | PC | Operations | $40,000 |
| Latham Centers Inc | |||||||
| 252 Willow Street | Yarmouth Port | MA | 02675 | None | PC | Kitchen Renovation | $25,000 |
| Wendell P Clark Memorial Young Men's Christian Assoc | |||||||
| 155 Central Street | Winchendon | MA | 01475 | None | PC | Clark YMCA Playground Project | $40,000 |
| Rise Above Foundation Inc | |||||||
| PO Box 174 | Northbridge | MA | 01534 | None | PC | Operations | $60,000 |
| Our Bright Future Inc | |||||||
| 32 Everett Street | Southbridge | MA | 01550 | None | PC | Our Bright Future WPI Program | $25,000 |
| Building Bridges Through Music | |||||||
| 93 Euclid Avenue | Lynn | MA | 01904 | None | PC | Operations | $50,000 |
| Cape Ann Art Haven | |||||||
| 20 Maplewood Avenue | Gloucester | MA | 01930 | None | PC | Operations | $45,000 |
| Boys and Girls Clubs of Assabet Valley | |||||||
| 212 Great Road | Maynard | MA | 01754 | None | PC | Beyond the Bell After School and Summer Program | $40,000 |
| North Star Family Services Inc | |||||||
| 758 Main Street | Leominster | MA | 01453 | None | PC | Operations | $25,000 |
| Boys and Girls Clubs of Metro West | |||||||
| 169 Pleasant Street | Marlborough | MA | 01752 | None | PC | Framingham Clubhouse Operations | $75,000 |
| Catholic Charities Worcester County | |||||||
| 10 Hammond Street | Worcester | MA | 01610 | None | PC | Emergency Stabilization Services | $25,000 |
| Mill City Grows | |||||||
| 650 Suffolk Street | Lowell | MA | 01854 | None | PC | Food Justice is for Everyone Program | $25,000 |
| Boys and Girls Club of Greater Holyoke | |||||||
| 70 Nick Cosmos Way | Holyoke | MA | 01040 | None | PC | Satellite Units Program | $80,000 |
| Big Brothers Big Sisters of Central Mass Metro West | |||||||
| 18 Chestnut Street | Worcester | MA | 01608 | None | PC | Worcester Area College Mentoring Program & Big Futures High School Mentoring Program | $50,000 |
| Beyond Walls Inc | |||||||
| 18 Mt Vernon Street | Lynn | MA | 01901 | None | PC | Taking the Community to the Streets Haverhill | $30,000 |
| Friends of Springfield Preparatory Charter School Inc | |||||||
| 2071 Roosevelt Avenue | Springfield | MA | 01104 | None | PC | After School Program | $65,000 |
| LEAP for Education Inc | |||||||
| 35 Congress Street | Salem | MA | 01970 | None | PC | Operations | $50,000 |
| Aaron's Presents | |||||||
| 180 Main Street | Andover | MA | 01810 | None | PC | Operations | $35,000 |
| Bridge Over Troubled Waters Inc | |||||||
| 47 West Street | Boston | MA | 02111 | None | PC | Education and Career Development Program | $50,000 |
| Youth Development Organization Inc | |||||||
| 15 Union Street | Lawrence | MA | 01840 | None | PC | Operations | $125,000 |
| Boys and Girls Clubs of Fitchburg and Leominster | |||||||
| 365 Lindell Avenue | Leominster | MA | 01453 | None | PC | Operation Outdoors | $100,000 |
| Youth Opportunities Unlimited Inc | |||||||
| 224 Brock Avenue | New Bedford | MA | 02744 | None | PC | Operations | $30,000 |
| Food Bank of Western Massachusetts | |||||||
| 25 Carew Street | Chicopee | MA | 01020 | None | PC | Food Assistance Navigation | $20,000 |
| Growing Places Garden Project Inc | |||||||
| 325 Lindell Avenue | Leominster | MA | 01453 | None | PC | Youth Programs | $40,000 |
| Watuppa Rowing Center Inc | |||||||
| PO Box 3293 | Fall River | MA | 02722 | None | PC | Capacity Building | $25,000 |
| YMCA of Metro North Inc | |||||||
| 10 Centennial Drive | Peabody | MA | 01960 | None | PC | Empowering Youth through Music Program | $50,000 |
| Pioneer Valley Riverfront Club | |||||||
| PO Box 3123 | Springfield | MA | 01101 | None | PC | Rowing Programs for Springfield Youth | $15,000 |
| Ruth's Way Inc | |||||||
| 23 Swan Avenue | East Boston | MA | 02128 | None | PC | Grace House | $25,000 |
| Community Action Inc | |||||||
| 3 Washington Square | Haverhill | MA | 01830 | None | PC | Community Service Program | $20,000 |
| LUK Crisis Center Inc | |||||||
| 545 Westminster Street | Fitchburg | MA | 01420 | None | PC | LUK Mentoring | $30,000 |
| African Community Education Program Inc | |||||||
| 51 Gage Street | Worcester | MA | 01605 | None | PC | Operations | $50,000 |
| Action Centered Tutoring Services | |||||||
| 35 Chestnut Street | Springfield | MA | 01103 | None | PC | General Operations | $25,000 |
| Merrimack Valley Food Bank Inc | |||||||
| 1703 Middlesex Street | Lowell | MA | 01851 | None | PC | Feed & Nourish Campaign | $50,000 |
| UCP of Western MA | |||||||
| 208 West Street | Pittsfield | MA | 01201 | None | PC | Early Intervention Program | $30,000 |
| New Bedford Young Men's Christian Assoc | |||||||
| 128 Union Street | New Bedford | MA | 02740 | None | PC | Sharing the Harvest Community Farm | $25,000 |
| Boys and Girls Club of Lynn | |||||||
| 25 North Common Street | Lynn | MA | 01902 | None | PC | Operations | $40,000 |
| Catie's Closet | |||||||
| 28 Loon Hill Road | Dracut | MA | 01826 | None | PC | Hampden County Operations | $100,000 |
| Esperanza Academy | |||||||
| 198 Garden Street | Lawrence | MA | 01840 | None | PC | Extended Day Program | $25,000 |
| Root NS Inc | |||||||
| 35 Congress Street | Salem | MA | 01970 | None | PC | Operations | $50,000 |
| Sociedad Latina Inc | |||||||
| 1530 Tremont Street | Roxbury | MA | 02120 | None | PC | Education Pathways | $40,000 |
| Dismas House of Massachusetts | |||||||
| PO Box 30125 | Worcester | MA | 01603 | None | PC | Youth and Family Hunger Initiative | $50,000 |
| Esperanza Academy | |||||||
| 198 Garden Street | Lawrence | MA | 01840 | None | PC | Outdoor Education & Play Expansion | $75,000 |
| UTEC Inc | |||||||
| 35 Warren Street | Lowell | MA | 01852 | None | PC | General Operating Support | $50,000 |
| African Community Education Program Inc | |||||||
| 51 Gage Street | Worcester | MA | 01605 | None | PC | ACE Building Renovations | $150,000 |
| Boys & Girls Club of Lynn | |||||||
| 25 North Common Street | Lynn | MA | 01902 | None | PC | Operations | $30,000 |
| Beyond Soccer Inc | |||||||
| 280 Merrimack Street | Lawrence | MA | 01843 | None | PC | Going "Beyond" for Lawrence Youth | $60,000 |
| Big Brothers Big Sisters of Hampden County Inc | |||||||
| 266 Cold Spring Avenue | West Springfield | MA | 01089 | None | PC | Community-Based Mentoring & Capacity Building | $62,000 |
| Boys & Girls Club of Chicopee | |||||||
| 580 Meadow Street | Chicopee | MA | 01013 | None | PC | Mental Wellness Expansion Project | $30,000 |
| Boys & Girls Club of Greater Lowell | |||||||
| 657 Middlesex Street | Lowell | MA | 01851 | None | PC | Operations | $40,000 |
| Boys & Girls Club of Greater Lowell | |||||||
| 657 Middlesex Street | Lowell | MA | 01851 | None | PC | Believe & Become Capital Campaign | $360,000 |
| Boys & Girls Club of Worcester | |||||||
| 65 Boys Girls Club Way | Worcester | MA | 01610 | None | PC | Amp Up: Teen and Workforce Development at the Club | $50,000 |
| Boys and Girls Club of Haverhill | |||||||
| 55 Emerson Street | Haverhill | MA | 01830 | None | PC | Operations: Year-Round Teen Programming | $60,000 |
| Charity Guild Inc | |||||||
| PO Box 4856 | Brockton | MA | 02303 | None | PC | Emergency Food Program Operations for Children (501 Main and BHS) | $25,000 |
| CHILDREN ACROSS AMERICA | |||||||
| 9C Medway Road | Milford | MA | 01757 | None | PC | Saturday STREAM and Girls Love to Code | $25,000 |
| CodeSquad | |||||||
| 240 Elm St | Somerville | MA | 02144 | None | PC | CodeSquad Software Coding Bootcamp | $50,000 |
| Community Art Center Inc | |||||||
| 119 Windsor Street | Cambridge | MA | 02139 | None | PC | Port ARISE - Family Supports | $25,000 |
| Community Inroads Inc | |||||||
| 190 Academy Road | North Andover | MA | 01845 | None | PC | Healthy Board Development for Nonprofits in Lawrence and Haverhill | $17,000 |
| Confikids Inc | |||||||
| PO BOX 71 | Foxboro | MA | 02035 | None | PC | Be-Extra! - continued program expansion in Brockton and Randolph | $20,000 |
| Essex County Community Foundation | |||||||
| 500 Cummings Center | Beverly | MA | 01915 | None | PC | ECCF Institute for Trustees - 2025 | $35,000 |
| For Kids Only Afterschool Inc | |||||||
| 11 Bartlett Road | Winthrop | MA | 02152 | None | PC | Out-of-School Time Registered Apprenticeship | $50,000 |
| Girls Inc of The Valley | |||||||
| PO Box 6812 | Holyoke | MA | 01041 | None | PC | General Operations | $30,000 |
| Girls On The Run Western MA | |||||||
| 16 Center Street | HOlyoke | MA | 01041 | None | PC | Programming to Meet the Physical and Mental Health Needs of Todays Girls in Low Income Communities | $50,000 |
| Greenagers Inc | |||||||
| PO Box 157 | South Egremont | MA | 01258 | None | PC | Community Work Initiative | $20,000 |
| Haven Project Inc | |||||||
| 57 Munroe Street | Lynn | MA | 01901 | None | PC | The Haven Project Career Development Program for Homeless Youth | $35,000 |
| Hoops and Homework inc | |||||||
| PO Box 5 | Framingham | MA | 01704 | None | PC | After-Hours Program & Scholarships | $30,000 |
| House of Peace and Education Inc | |||||||
| 29 Pleasant Street | Gardner | MA | 01440 | None | PC | HOPE for Kids | $80,000 |
| Lynn Community Health Inc | |||||||
| 269 Union Street | Lynn | MA | 01901 | None | PC | Lynn Community Health Center ACE Team Expansion | $50,000 |
| Make-It Springfield Inc | |||||||
| 168 Worthington Street | Springfield | MA | 01103 | None | PC | Operations | $40,000 |
| MissionSAFE A New Beginning Inc | |||||||
| PO Box 201060 | Roxbury | MA | 02120 | None | PC | 1-Year Grant: MissionSAFE General Operating | $75,000 |
| Mujeres Unidas Avanzando | |||||||
| 54 Clayton Street | Dorchester | MA | 02122 | None | PC | MUA's Adult Basic Education, English for Speakers of Other Languages, and job training program | $125,000 |
| Notre Dame Cristo Rey High School | |||||||
| 203 Lawrence Street | Methuen | MA | 01844 | None | PC | Notre Dame Cristo Rey FY25 Amelia Peabody Foundation Proposal | $100,000 |
| Perkins School for the Blind | |||||||
| 175 North Beacon Street | Watertown | MA | 02472 | None | PC | The Transition Center: Empowering Youth with Disabilities Transitioning to Adulthood | $50,000 |
| Roots Rising Inc | |||||||
| 923 Barker Road | Pittsfield | MA | 01201 | None | PC | Roots Rising General and Capital Support | $35,000 |
| Salem Academy Charter School Foundation | |||||||
| 45 Congress Street | Salem | MA | 01970 | None | PC | Unlocking Potential | $35,000 |
| School on Wheels of Massachusetts | |||||||
| 100 Laurel Street | East Bridgewater | MA | 02333 | None | PC | General Operations | $55,000 |
| Somebody Cares New England | |||||||
| 358 Washington Street | Haverhill | MA | 01832 | None | PC | Youth Center on the Hill | $25,000 |
| South Shore Stars Inc | |||||||
| 163 Libbey Parkway | East Weymouth | MA | 02189 | None | PC | 1-Year Grant: 21st Century Stars Randolph Afterschool Program | $70,000 |
| Springfield Rescue Mission | |||||||
| 10 Mill Street | Springfield | MA | 01102 | None | PC | $10,000 for Financial & Digital Literacy Learning Center for Rehabilitation; $15,000 for Operations | $25,000 |
| Straight Ahead Ministries Inc | |||||||
| 791 Main Street | Worcester | MA | 01610 | None | PC | Southeastern Massachusetts Reentry Program | $50,000 |
| Team SUMMIT Inc | |||||||
| 168 Newbury Street | Lawrence | MA | 01841 | None | PC | Team SUMMIT Operations | $20,000 |
| Third Sector New England | |||||||
| 305 Blue Hill Avenue | Boston | MA | 02121 | None | PC | 1-Year Grant: Future Chefs - Operations | $100,000 |
| Thomas Chew Memorial Boys & Girls Club | |||||||
| 803 Bedford Street | Fall River | MA | 02723 | None | PC | Operations | $125,000 |
| Trinity Episcopal Church - Urban Bridges | |||||||
| 26 White Street | Haverhill | MA | 01830 | None | PC | Urban Bridges Inc. Operations | $30,000 |
| Waltham Boys And Girls Club Inc | |||||||
| 20 Exchange Street | Waltham | MA | 02451 | None | PC | Career Quest | $60,000 |
| Worcester Youth Center | |||||||
| 326 Chandler Street | Worcester | MA | 01602 | None | PC | Operations | $25,000 |
| Family Services of the Merrimack Valley Inc | |||||||
| 430 N Canal Street | Lawrence | MA | 01840 | None | PC | Youth Development Programs | $10,000 |
| Boys & Girls Clubs of Metro South Inc | |||||||
| 19 Court Street | Taunton | MA | 02780 | none | PC | Support for the operations and core programs | $115,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,677,334 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alliance for Inclusion and Prevention Inc | |||||||
| 555 Amory Street | Jamaica Plain | MA | 02130 | None | PC | SELECT Schools Program in Massachusetts | $80,000 |
| Boys and Girls Club of Haverhill | |||||||
| 55 Emerson St | Haverhill | MA | 01830 | None | PC | Challenge grant for operations | $25,000 |
| Nativity School of Worcester Inc | |||||||
| 67 Lincoln Street | Worcester | MA | 01605 | None | PC | The Campaign for Nativity School of Worcester Renovations | $50,000 |
| Lowell Community Charter Public School | |||||||
| 206 Jackson Street | Lowell | MA | 01852 | None | PC | Community Wellness and Success Center: a Comprehensive Campaign to Promote Healthy Futures | $125,000 |
| Cape Cod YMCA | |||||||
| 2245 Iyannough Road | Barnstable | MA | 02668 | None | PC | Heart of the Community: A New YMCA for the Upper Cape | $250,000 |
| Boys & Girls Club of Worcester | |||||||
| 65 Boys Girls Club Way | Worcester | MA | 01610 | None | PC | New Club | $180,000 |
| Boys & Girls Club of New Bedford Inc | |||||||
| 166 Jenney Street | New Bedford | MA | 02741 | None | PC | 3-Year Mortgage Elimination Challenge | $100,000 |
| Dennison Memorial Community Center Inc | |||||||
| 755 South First Street | New Bedford | MA | 02744 | None | PC | Dennison Academic Support Program | $50,000 |
| Esperanza Academy Inc | |||||||
| 198 Garden Street | Lawrence | MA | 01840 | None | PC | Outdoor Education and Play Expansion | $75,000 |
| Homework House Inc | |||||||
| 54 North Summer Street | Holyoke | MA | 01040 | None | PC | General Operation of the organization | $50,000 |
| Kodeconnect Inc | |||||||
| 1367 Main Street | Brockton | MA | 02301 | None | PC | Bridge to New Governance and Sustainability | $25,000 |
| Friends of Libertas Academy Charter School Inc fbo Libertas Academy Char | |||||||
| 146 Chestnut Street | Springfield | MA | 01103 | None | PC | "New School Promise, Davis Foundation, Challenge Matching | $125,000 |
| Maverick Landing Community Services Inc | |||||||
| 31 Liverpool Street | East Boston | MA | 02128 | None | PC | MLCS Youth Mentorship Program | $10,000 |
| Mujeres Unidas Avanzando | |||||||
| 54 Clayton Street | Dorchester | MA | 02122 | None | PC | Mujeres Unidas Avanzando-Dual Request Adult Basic Education Program/Job Training | $125,000 |
| Nativity School of Worcester Inc | |||||||
| 67 Lincoln Street | Worcester | MA | 01605 | None | PC | The Campaign for Nativity School of Worcester Renovations | $125,000 |
| Nativity School of Worcester Inc | |||||||
| 67 Lincoln Street | Worcester | MA | 01605 | None | PC | The Campaign for Nativity School of Worcester Renovations | $125,000 |
| Notre Dame Cristo Rey High School of Lawrence | |||||||
| 203 Lawrence Street | Methuen | MA | 01844 | None | PC | Redesigning and Updating NDCR's Signature Corporate Work Study Program | $25,000 |
| Project LEARN Inc | |||||||
| 58 Prescott Street Unit C1 | Lowell | MA | 01852 | None | PC | Lowell Promise: School-to-Careers | $50,000 |
| RAR - MA Inc dba Raising a Reader | |||||||
| 3 School Street 3rd Floor | Boston | MA | 02108 | None | PC | Raising A Reader Massachusetts Brockton and Pioneer Valley | $33,000 |
| Friends of Springfield Preparatory Charter School Inc | |||||||
| 2071 Roosevelt Avenue | Longmeadow | MA | 01104 | None | PC | Closing the Extracurricular Gap to Close the Opportunity Gap | $15,000 |
| Straight Ahead Ministries Inc | |||||||
| 791 Main Street | Worcester | MA | 01610 | None | PC | Southeastern Massachusetts Re-entry Program | $10,000 |
| Tenacity Inc | |||||||
| 38 Everett Street | Boston | MA | 02134 | None | PC | Tenacity's Summer Tennis & Reading Program - Worcester, Chelsea, and Springfield MA | $35,000 |
| Third Sector New England | |||||||
| 305 Blue Hill Avenue | Boston | MA | 02121 | None | PC | Future Chefs in Grove Hall | $50,000 |
| Thomas Chew Memorial Boys Club Inc dba Thomas Chew Memorial Boys & Girls | |||||||
| 803 Bedford Street | Fall River | MA | 02723 | None | PC | Boys & Girls Club of Fall River Operations | $25,000 |
| Top Notch Scholars Inc | |||||||
| 60 Island Street | Lawrence | MA | 01840 | None | PC | Leadership Program(s) Support & Operations | $40,000 |
| Utec Inc | |||||||
| 35 Warren Street | Lowell | MA | 01852 | None | PC | General Operating Support | $50,000 |
| Wendell P Clark Memorial Young Men's Christian Association | |||||||
| 155 Central Street | Winchendon | MA | 01475 | None | PC | YMCA Sliding scale support and Playground Construction | $40,000 |
| West End House Inc | |||||||
| 105 Allston Street | Allston | MA | 02134 | None | PC | College and Career Pathways Program | $15,000 |
| Cape Cod YMCA | |||||||
| 2245 Iyannough Road | W Barnstable | MA | 02668 | None | PC | Heart of the Community: A New YMCA for the Upper Cape | $250,000 |
| The Community Young Men's Christian Association of Greenfield Mass | |||||||
| 451 Main Street | Greenfield | MA | 01301 | None | PC | Franklin County's YMCA BMS EBO Upgrade Project | $10,000 |
| New Bedford Young Mens' Christian Association dba YMCA Southcoast | |||||||
| Suite 304 | New Bedford | MA | 02740 | None | PC | New Bedford YMCA Capital Renovation Project | $250,000 |
| Youth Development Organization | |||||||
| 15 Union Street Suite 563 | Lawrence | MA | 01840 | None | PC | YDO: Learning and Leadership for Lawrence Youth | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,438,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,493,252 | ExclusionAmt |
| Related Or Exempt Function Incm | $511,104 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,318,206 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,590,409 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $40,401,867 | ExclusionAmt |
| Related Or Exempt Function Incm | $511,104 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,912,971 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11b | LineNumberTxt |
| Relationship Statement | Any distributions or earnings on limited partnerships are used to accomplish its exempt purpose. | RelationshipStatementTxt |
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 | $169,298 | Amt |
| Net Investment Income | $84,649 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $84,649 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stock & Partnerships | StockNm |
| EOY Book Value | $162,070,816 | EOYBookValueAmt |
| EOYFMV | $195,161,664 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $4,182 | LegalFeesAmt |
| Net Investment Income | $2,091 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,091 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Security Deposit | Desc |
| BOY Book Value | $3,950 | BOYBookValueAmt |
| EOY Book Value | $3,950 | EOYBookValueAmt |
| EOYFMV | $3,950 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Post Retirement Long Term Care | Desc |
| Amt | $209,985 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $26,478 | $13,239 | $13,239 |
| Office | $64,158 | $32,924 | $31,234 |
| Foreign Taxes - Partnership Expenses | $0 | $11,173 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income- Limited Partnerships | Desc |
| Revenue And Expenses Per Books | $4,318,206 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,321,128 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,318,206 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Post Retirement Long Term Care Liability | Desc |
| BOY Book Value | $1,125,178 | BOYBookValueAmt |
| EOY Book Value | $1,335,163 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Consulting fees | $133,541 | $93,479 | $40,062 |
| Custodial fees | $1,831 | $1,373 | $458 |
| Management fees | $75,716 | $75,716 | $0 |
| Investment advisory fees | $190,236 | $190,236 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll taxes | $63,796 | $31,108 | $32,688 |
| Excise taxes | $546,030 | $0 | $0 |
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