BETA

A M FUND: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
A M FUND (EIN 04-6956130)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202543189349104254
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-14T14:36:31-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263753134PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line153 STATE STREET 17TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046956130EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE AM FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMFUBusinessNameControlTxt
Phone6174267080PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 LIBERTY SQUARE 500 STEAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonARNOLD HIATTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6174267080PhoneNum
Signature2025-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOANNA D POWELLPreparerPersonNm
PTINP01488107PTIN
Phone6178075000PhoneNum
Preparation2025-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,862,949FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$600,011ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$269InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$269InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$31,491DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,491DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$222,213NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,161,550GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$494,714CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$853,984TotalRevAndExpnssAmt
Total Net Invst Incm$526,474TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,930AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,930AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$47,152OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,445OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$39,707OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$11,656TaxesRevAndExpnssAmt
Taxes Net Invst Incm$254TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$256TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$14,369OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$14,369OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$82,107TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,629TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$54,332TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$461,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$461,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$543,707TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,629TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$515,932TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$310,277ExcessRevenueOverExpensesAmt
Net Investment Income$509,845NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$107,233CashBOYAmt
Cash EOY$215,165CashEOYAmt
Cash EOYFMV$215,165CashEOYFMVAmt
Other Investments BOY$1,526,290OtherInvestmentsBOYAmt
Other Investments EOY$1,647,784OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,647,784OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,633,523TotalAssetsBOYAmt
Total Assets EOY$1,862,949TotalAssetsEOYAmt
Total Assets EOYFMV$1,862,949TotalAssetsEOYFMVAmt
Loans From Officers BOY$80,851LoansFromOfficersBOYAmt
Total Liabilities BOY$80,851TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$85,886CapitalStockBOYAmt
Capital Stock EOY$85,886CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,466,786RetainedEarningBOYAmt
Retained Earning EOY$1,777,063RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,552,672TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,862,949TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,633,523TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,862,949TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,552,672TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$310,277ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,862,949SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,862,949TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
CHARLES SCHWAB - 32442024-12-31$1,149,607$666,836$482,771$482,771
CAPITAL GAINS DIVIDENDS$11,943$11,943$11,943P
FieldValueIRS element (for citing)
Capital Gain Net Income$494,714CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,087InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,087SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,087TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,760EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$9,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$12,760TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$5,673OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$5,673RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGMA FOUNDATIONSIndividualWithBooksNm
Phone6174267080PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 LIBERTY SQUARE SUITE 500AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ARNOLD S HIATT
2 LIBERTY SQUARE 500 STEBOSTONMA02109TRUSTEE5.00$0$0$0
AMY R HIATT
2 LIBERTY SQUARE 500 STEBOSTONMA02109TRUSTEE5.00$0$0$0
MATTHEW T HIATT
2 LIBERTY SQUARE 500 STEBOSTONMA02109TRUSTEE5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,391,439AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$90,515AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,481,954TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,481,954AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,229CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,459,725NetVlNoncharitableAssetsAmt
Minimum Investment Return$72,986MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$72,986MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,087TaxBasedOnInvestmentIncomeAmt
Total Tax$7,087TotalTaxAmt
Distributable Before Adj$65,899DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$65,899DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$65,899DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$515,932ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$515,932QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$65,899DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$577,992ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$535,184ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$564,185ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$420,170ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$454,140ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,551,671TotalExcessDistributionCyovAmt
Qualifying Distributions$515,932QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$65,899AppliedToCurrentYearAmt
Remaining Distri From Corpus$450,033RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,001,704TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$577,992ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,423,712ExcessDistriCyovToNextYrAmt
Excess From Year4$535,184ExcessFromYear4Amt
Excess From Year3$564,185ExcessFromYear3Amt
Excess From Year2$420,170ExcessFromYear2Amt
Excess From Year1$454,140ExcessFromYear1Amt
Excess From Current Year$450,033ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerARNOLD S HIATTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WORCESTER ACADEMY
81 PROVIDENCE STWORCESTERMA01604NONE501(C)(3)GENERAL FUNDING$1,000
JEWISH HEALTHCARE CENTER
629 SALISBURY STWORCESTERMA01609NONE501(C)(3)GENERAL FUNDING$600
STUDENT CONSERVATION ASSOCIATION
1310 N COURTHOUSE RD SUITE 110ARLINGTONVA22201NONE501(C)(3)GENERAL FUNDING$1,500
THATCHER ISLAND ASSOCIATION
PO BOX 73ROCKPORTMA01966NONE501(C)(3)GENERAL FUNDING$500
HOPE & MAIN
691 MAIN STWARRENRI02885NONE501(C)(3)GENERAL FUNDING$15,000
CENTER FOR JUSTICE AND ACCOUNTABILITY
268 BUSH ST 3432SAN FRANCISCOCA94104NONE501(C)(3)GENERAL FUNDING$20,000
ISSUE ONE
1401 K STREET NW SUITE 350WASHINGTONDC20005NONE501(C)(3)GENERAL FUNDING$25,000
CENTER FOR WOMEN AND ENTERPRISE
44 SCHOOL ST SUITE 200BOSTONMA02108NONE501(C)(3)GENERAL FUNDING$20,000
JULIE'S FAMILY LEARNING PROGRAM
133 DORCHESTER STBOSTONMA02127NONE501(C)(3)GENERAL FUNDING$10,000
JEREMIAH PROGRAM
1 APPLETON ST SUITE 201BOSTONMA02116NONE501(C)(3)GENERAL FUNDING$10,000
RIVERS SCHOOL
333 WINTER STWESTONMA02493NONE501(C)(3)GENERAL FUNDING$50,000
FACING HISTORY AND OURSELVES
89 SOUTH ST SUITE 401BOSTONMA02111NONE501(C)(3)GENERAL FUNDING$2,500
COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON
126 HIGH STBOSTONMA02110NONE501(C)(3)GENERAL FUNDING$25,000
INSTITUTE FOR JUSTICE AND DEMOCRACY IN HAITI
892 PLAIN ST SUITE 1MARSHFIELDMA02050NONE501(C)(3)GENERAL FUNDING$25,000
NICARAGUAN EDUCATION RESOURCE CENTER
5824 CLOVER DROAKLANDCA94618NONE501(C)(3)GENERAL FUNDING$10,000
NEW ISRAEL FUND
6 EAST 39TH ST SUITE 301NEW YORKNY10016NONE501(C)(3)GENERAL FUNDING$80,000
MIL MILAGROS
366 SOMERVILLE AVESOMERVILLEMA02143NONE501(C)(3)GENERAL FUNDING$25,000
MASSACHUSETTS BUDGET AND POLICY CENTER
ONE STATE ST SUITE 1250BOSTONMA02109NONE501(C)(3)GENERAL FUNDING$15,000
BOSTON'S HIGHER GROUND
384 WARREN ST 3RD FLOORROXBURYMA02119NONE501(C)(3)GENERAL FUNDING$10,000
BROOKVIEW HOUSE INC
2 BROOKVIEW HOUSEDORCHESTERMA02124NONE501(C)(3)GENERAL FUNDING$10,000
UNITED FOR A FAIR ECONOMY
184 HIGH STBOSTONMA02110NONE501(C)(3)GENERAL FUNDING$2,500
JEWISH FAMILY & CHILDREN'S SERVICE
1430 MAIN STWALTHAMMA02451NONE501(C)(3)GENERAL FUNDING$2,500
THATCHER ISLAND ASSOCIATION
PO BOX 73ROCKPORTMA01966NONE501(C)(3)GENERAL FUNDING$500
BREAKTHROUGH GREATER BOSTON INC
101 ROGERS ST SUITE 2ACAMBRIDGEMA02142NONE501(C)(3)GENERAL FUNDING$10,000
J STREET EDUCATION FUND INC
PO BOX 66073WASHINGTONDC20035NONE501(C)(3)GENERAL FUNDING$60,000
JITEGEMEE INC
14 ALBERTA TERRACE 1CAMBRIDGEMA02140NONE501(C)(3)GENERAL FUNDING$10,000
ROOT NS INC
35 CONGRESS ST SUITE 2350SALEMMA01970NONE501(C)(3)GENERAL FUNDING$10,000
PHILANTHROPY MASSACHUSETTS
133 FEDERAL ST SUITE 802BOSTONMA02110NONE501(C)(3)GENERAL FUNDING$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$461,600TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$269ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,491ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$222,213ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$253,973ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$253,973TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonARNOLD S HIATT REVOCABLE TRUSTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1220 BOYLSTON STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd
FieldValueIRS element (for citing)
Total Contributions$600,011TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySECURITIESNoncashPropertyDesc
Fair Market Value$600,011FairMarketValueAmt
Received2024-12-26ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$8,930Amt
Net Investment Income$8,930NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCHARLES SCHWAB 3244CategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$1,647,784BookValueAmt
EOYFMV$1,647,784EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL FEES$138$0$138
OFFICE EXPENSES$7,388$0$7,388
MISC EXPENSE$6,843$0$6,843

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MGMT FEES$7,445$7,445$0
OTHER PROFESSIONAL FEES$39,707$0$39,707

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MASSACHUSETTS FILING FEE$256$0$256
FEDERAL TAXES$11,146$0$0
FOREIGN TAXES$254$254$0

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