THE DEVONSHIRE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE DEVONSHIRE FOUNDATION INC (EIN 04-6004808)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-16
- IRS object ID
- 202513209349100426
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-16T12:23:13-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | AAFCPAS INC | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046004808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DEVONSHIRE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEVO | BusinessNameControlTxt |
| Phone | 6173579110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO HCM 75 FEDERAL ST 1100 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101911 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES E CLAPP III | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6173579110 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID KELLEHER CPA | PreparerPersonNm |
| PTIN | P01059560 | PTIN |
| Phone | 5083669100 | 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 | $63,988,256 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,110,632 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,110,632 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,070,499 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,769,812 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,070,499 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $149,480 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $145,786 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,330,611 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,326,917 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,922 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,922 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $691,401 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $213,382 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $480,519 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $92,157 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,057 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $141,903 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $108,253 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,650 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $932,383 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $322,692 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $521,091 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,970,575 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,970,575 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,902,958 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $322,692 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,491,666 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $427,653 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,004,225 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $142,183 | CashBOYAmt |
| Cash EOY | $117,737 | CashEOYAmt |
| Cash EOYFMV | $117,737 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,921,264 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $543,814 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $543,814 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,829,170 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,626,479 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $51,139,526 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,721,635 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,844,062 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,712,017 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $5,156,960 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,884,203 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,475,162 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $36,771,212 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,016,295 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,988,256 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $36,771,212 | RetainedEarningBOYAmt |
| Retained Earning EOY | $37,016,295 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,771,212 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,016,295 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,771,212 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,016,295 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,771,212 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $427,653 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $37,198,865 | SubtotalAmt |
| Other Decreases | $182,570 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,016,295 | 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 | $9,769,812 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,699,313 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,070,499 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,070,499 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,070,499 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55,659 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $55,659 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $55,659 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2,754 | EsPenaltyAmt |
| Tax Due | $58,413 | 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 | 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 | WWW.THEDEVONSHIREFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTON HOWLAND III | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6173579110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HCM 75 FEDERAL ST 1100 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101911 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| WESTON HOWLAND III | |||||||||
| C/O HOWLAND CAPITAL 75 FEDERAL ST | SUITE 1100 | BOSTON | MA | 02110 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHARLES E CLAPP III | |||||||||
| C/O HOWLAND CAPITAL 75 FEDERAL ST | SUITE 1100 | BOSTON | MA | 02110 | TREASURER | 1.00 | $0 | $0 | $0 |
| SUSAN DAVIDSON | |||||||||
| C/O HOWLAND CAPITAL 75 FEDERAL ST | SUITE 1100 | BOSTON | MA | 02110 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JENNIFER GEYER | |||||||||
| C/O HOWLAND CAPITAL 75 FEDERAL ST | SUITE 1100 | BOSTON | MA | 02110 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KIT HOWLAND | |||||||||
| C/O HOWLAND CAPITAL 75 FEDERAL ST | SUITE 1100 | BOSTON | MA | 02110 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWLAND CAPITAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL STREET SUITE 1100 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101911 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | GRANT & INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $691,401 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $61,676,492 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,702,919 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $63,379,411 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $63,379,411 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $950,691 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $62,428,720 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,121,436 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,121,436 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55,659 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55,659 | TotalTaxAmt |
| Distributable Before Adj | $3,065,777 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,065,777 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,065,777 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,491,666 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,491,666 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,065,777 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $149,894 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $236,058 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $988,603 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $837,195 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,211,750 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,491,666 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,065,777 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $425,889 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,637,639 | 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 | $2,637,639 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $149,894 | ExcessFromYear4Amt |
| Excess From Year3 | $236,058 | ExcessFromYear3Amt |
| Excess From Year2 | $988,603 | ExcessFromYear2Amt |
| Excess From Year1 | $837,195 | ExcessFromYear1Amt |
| Excess From Current Year | $425,889 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN FOREIGN SERVICE ASSOCIATION SCHOLARSHIP FUND | ||||||
| 2101 E ST NW | WASHINGTON | DC | 200372916 | PC | DISTRIBUTION FOR XANTHAKY MEMORIAL SCHOLARSHIP FUND | $8,009 |
| AMERICAN FOREIGN SERVICE ASSOCIATION SCHOLARSHIP FUND | ||||||
| 2101 E ST NW | WASHINGTON | DC | 200372916 | PC | DISTRIBUTION FOR XANTHAKY MEMORIAL SCHOLARSHIP FUND | $8,593 |
| RESIST (BOSTON CLIMATE ACTION NETWORK) | ||||||
| PO BOX 301240 | BOSTON | MA | 02130 | PC | ONE-YEAR GRANT TO SUPPORT GENERAL OPERATING. | $10,000 |
| BOSTON FOOD FOREST COALITION | ||||||
| 76 WELD HILL ST | JAMAICA PLAIN | MA | 02130 | PC | THREE-YEAR GRANT TO SUPPORT BUILDING OUT A FULLY STAFFED DEVELOPMENT DEPARTMENT WITH THE TOOLS NEEDED TO SUPPORT AND INCREASE FUNDRAISING EFFORTS AND SUSTAINABILITY. | $279,600 |
| BREAKTIME UNITED INC | ||||||
| 170 PORTLAND STREET | BOSTON | MA | 02114 | PC | THREE-YEAR CAPACITY BUILDING GRANT TO SUPPORT BREAKTIME'S STATEWIDE EXPANSION THROUGH BUILDING ORGANIZATIONAL CAPACITY AND INCREASED DEVELOPMENT EFFORTS. | $180,000 |
| BROWNING THE GREEN SPACE | ||||||
| 50 MILK STREET | BOSTON | MA | 02110 | PC | GENERAL OPERATING GRANT | $10,000 |
| BUILDING AUDACITY INC | ||||||
| 75 ALLEN AVE | LYNN | MA | 01902 | PC | BUILDING AUDACITY'S THREE-YEAR GRANT SUPPORTS OVERALL FUNDRAISING AND THE HIRING THE STRATEGIC PARTNERSHIPS DIRECTOR TO HELP SCALE BUILDING AUDACITY'S, ON THE GROW PROGRAM. | $55,000 |
| CHICA PROJECT | ||||||
| 1266 FURNACE BROOK PKWY SUITE 410 | QUINCY | MA | 02169 | PC | MATCHING GRANT | $15,000 |
| COACHING FOR CHANGE | ||||||
| 427 WINTHROP ST STE A | TAUNTON | MA | 02780 | PC | COACHING FOR CHANGE'S THREE-YEAR GRANT SUPPORTS THE HIRING OF A DIRECTOR OF DEVELOPMENT, THE IMPLEMENTATION OF A LEARNING MANAGEMENT SYSTEM AND SYSTEMS INTEGRATION THROUGHOUT THE GRANT PERIOD, C4C AIMS TO INCREASE FUNDRAISING REVENUE BY 50% AND IMPROVE ORGANIZATIONAL EFFICIENCY. | $127,500 |
| COLLEGE FOR SOCIAL INNOVATION | ||||||
| 89 SOUTH STREET SUITE 407 | BOSTON | MA | 02111 | PC | GENERAL OPERATING GRANT | $25,000 |
| CONSERVATION LAW FOUNDATION INC | ||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | PC | GENERAL OPERATING GRANT | $10,000 |
| DOC WAYNE YOUTH SERVICES | ||||||
| 418 COMMONWEALTH AVENUE | BOSTON | MA | 02115 | PC | GENERAL OPERATING GRANT | $1,000 |
| ELEVATED THOUGHT | ||||||
| 15 UNION STREET SUITE 608 | LAWRENCE | MA | 01840 | PC | GENERAL OPERATING GRANT | $10,000 |
| FATHERS' UPLIFT INC | ||||||
| 12 SOUTHERN AVE | DORCHESTER | MA | 02124 | PC | MATCHING GRANT | $25,000 |
| FATHERS' UPLIFT INC | ||||||
| 12 SOUTHERN AVE | DORCHESTER | MA | 02124 | PC | GENERAL OPERATING GRANT | $1,000 |
| FRIENDS OF THE CHILDREN-BOSTON | ||||||
| 184 DUDLEY STREET SUITE 100 | BOSTON | MA | 02119 | PC | THREE-YEAR GRANT SUPPORTS INCREASING FUNDRAISING CAPACITY. | $250,000 |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | ||||||
| 1310 L ST NW SUITE 650 | WASHINGTON | DC | 20005 | PC | ANNUAL MEMBERSHIP | $2,500 |
| HALE EDUCATION INC | ||||||
| 80 CARBY STREET | WESTWOOD | MA | 02090 | PC | HALE'S THREE-YEAR, CAPACITY BUILDING GRANT SUPPORTS BUILDING HALES DIGITAL PRESENCE THROUGH A NEW WEBSITE, ACCESSIBLE APPLICATIONS, AND TARGETED COMMUNICATIONS. | $20,000 |
| INSTITUTE FOR NONPROFIT PRACTICE | ||||||
| 144 GOULD STREET SUITE 205 | NEEDHAM | MA | 02494 | PC | MATCHING GRANT | $25,000 |
| LOUIS D BROWN PEACE INSTITUTE | ||||||
| 15 CHRISTOPHER STREET | DORCHESTER | MA | 02122 | PC | MATCHING GRANT | $30,000 |
| LOUIS D BROWN PEACE INSTITUTE | ||||||
| 15 CHRISTOPHER STREET | DORCHESTER | MA | 02122 | PC | GENERAL OPERATING GRANT | $1,000 |
| LOWELL PARKS AND CONSERVATION TRUST | ||||||
| PO BOX 7162 | LOWELL | MA | 01852 | PC | THREE-YEAR GRANT SUPPORTS DEVELOPMENT, OPERATIONS AND PROGRAM STAFF HIRES TO HELP INCREASE FUNDRAISING AND EXPAND PROGRAMMATIC REACH. | $155,000 |
| THIRD SECTOR NEW ENGLAND (MATTAPAN FOOD AND FITNESS) | ||||||
| 1613 BLUE HILL AVE | MATTAPAN | MA | 02126 | PC | THREE-YEAR GRANT SUPPORTS PROGRAM, OPERATIONS, AND DEVELOPMENT STAFF HIRES TO HELP EXPAND MFFC'S PROGRAMMATIC REACH AND INCREASE FUNDRAISING | $249,843 |
| MORE THAN WORDS | ||||||
| 56 FELTON STREET | WALTHAM | MA | 02453 | PC | GENERAL OPERATING GRANT | $1,000 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY INC | ||||||
| 1667 K STREET NW SUITE 550 | WASHINGTON | DC | 20006 | PC | ANNUAL MEMBERSHIP | $2,500 |
| PHILANTHROPY MASSACHUSETTS | ||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | PC | ANNUAL MEMBERSHIP | $8,975 |
| PHILANTHROPY MASSACHUSETTS | ||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | PC | GMA ENVIRONMENTAL JUSTICE COLLABORATIVE FUND | $20,000 |
| ROCA INC | ||||||
| 101 PARK STREET | CHELSEA | MA | 02150 | PC | MATCHING GRANT | $50,000 |
| SCIENCE CLUB FOR GIRLS INC | ||||||
| 136 MAGAZINE STREET 2 | CAMBRIDGE | MA | 02139 | PC | THREE-YEAR GRANT SUPPORTS THE DEVELOPMENT, OPERATIONS, AND COMMUNICATIONS TEAMS TO INCREASE FUNDRAISING AND SUPPORT OPERATIONAL INFRASTRUCTURE. | $200,000 |
| SOCIAL INNOVATION FORUM INC | ||||||
| 2 OLIVER STREET SUITE 802 | BOSTON | MA | 02109 | PC | GENERAL OPERATING GRANT | $25,000 |
| SOCIEDAD LATINA | ||||||
| 1530 TREMONT ST | ROXBURY | MA | 02120 | PC | GENERAL OPERATING GRANT | $10,000 |
| TECH GOES HOME INCORPORATED | ||||||
| 131 DARTMOUTH ST 3RD FLOOR | BOSTON | MA | 02116 | PC | TECH GOES HOME'S THREE-YEAR GRANT SUPPORTS EXPANSION OF THEIR DEVELOPMENT AND EARNED REVENUE TEAMS TO INCREASE FUNDRAISING AND EARNED REVENUE INCOME. THE GRANT WILL HELP TECH GOES HOME BUILD INTERNAL CAPACITY TO SUPPORT LONG-TERM EXPANSION AND DEEPEN THEIR IMPACT. | $290,471 |
| THE BOSTON FOUNDATION | ||||||
| 75 ARLINGTON STREET 300 | BOSTON | MA | 02166 | PC | DISTRIBUTION FOR THE DEVONSHIRE FOUNDATION'S BOARD MEMBER DONOR ADVISORY ACCOUNT | $25,000 |
| THE LOOP LAB | ||||||
| 872 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | PC | THE LOOP LAB'S (TLL) THREE-YEAR, CAPACITY BUILDING GRANT SUPPORTS EXPANDING TLL'S INCOME EARNING PRODUCTION CAPACITY AND SIGNIFICANTLY ENHANCING DEVELOPMENT EFFORTS, ENABLING TLL TO INCREASE THE ANNUAL NUMBER OF MEDIA ARTS APPRENTICES THEY GRADUATE. | $80,000 |
| TUFTS UNIVERSITY | ||||||
| BALLOU HALL | MEDFORD | MA | 02155 | PC | DISTRIBUTION FOR XANTHAKY MEMORIAL SCHOLARSHIP FUND | $15,805 |
| TUFTS UNIVERSITY | ||||||
| BALLOU HALL | MEDFORD | MA | 02155 | PC | DISTRIBUTION FOR XANTHAKY MEMORIAL SCHOLARSHIP FUND | $16,779 |
| UNITED SOUTH END SETTLEMENTS | ||||||
| 48 RUTLAND STREET | BOSTON | MA | 02118 | PC | UNITED SOUTH END SETTLEMENTS' (USES) THREE-YEAR GRANT SUPPORTS USES'S FINANCIAL SUSTAINABILITY THROUGH IMPROVED FUNDRAISING AND EARNED REVENUE. THE GRANT SUPPORTS DEVELOPMENT STAFFING NEEDS, UPGRADING USES'S WEBSITE AND WORKING WITH A GOVERNMENT AFFAIRS AND RELATIONS CONSULTANT. | $251,000 |
| URBAN FARMING INSTITUTE | ||||||
| 487 NORFOLK ST | MATTAPAN | MA | 02126 | PC | THREE-YEAR GRANT SUPPORTS BUILDING THEIR INTERNAL CAPACITY TO STRENGTHEN FUNDRAISING, FINANCE AND MARKETING INFRASTRUCTURE ALLOWING THE ORGANIZATION TO GROW OVERALL REVENUE AND FUNDRAISING. | $250,000 |
| YOUNG MAN WITH A PLAN | ||||||
| 885 RIVER STREET | BOSTON | MA | 02136 | PC | THREE-YEAR GRANT SUPPORTS DEVELOPMENT AND OPERATIONS STAFF HIRES TO HELP INCREASE FUNDRAISING AND THE NUMBER OF YOUNG MEN SERVED | $200,000 |
| YWCA BOSTON | ||||||
| 140 CLARENDON ST SUITE 403 | BOSTON | MA | 02116 | PC | GENERAL OPERATING GRANT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,970,575 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,110,632 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $145,786 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,070,499 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Related Or Exempt Function Incm | $3,694 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,181,131 | ExclusionAmt |
| Related Or Exempt Function Incm | $149,480 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,330,611 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 7 | INVESTMENT INCOME FROM PARTNERSHIP K-1S |
| 11 | IRS TAX REFUND |
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 FEES | CategoryTxt |
| Amt | $6,922 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,922 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - COPORATE BONDS | BondNm |
| EOY Book Value | $5,844,062 | EOYBookValueAmt |
| EOYFMV | $5,712,017 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $25,626,479 | EOYBookValueAmt |
| EOYFMV | $51,139,526 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VENTURE CAPITAL PARTNERSHIPS | Desc |
| BOY Book Value | $5,156,960 | BOYBookValueAmt |
| EOY Book Value | $4,884,203 | EOYBookValueAmt |
| EOYFMV | $6,475,162 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $182,570 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $500 | $0 | $500 |
| DEDUCTIONS FROM K-1S | $108,253 | $108,253 | $0 |
| GRANT MANAGEMENT SOFTWARE | $33,150 | $0 | $33,150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM PTP K-1S | $145,786 | $145,786 | $145,786 |
| TAX REFUND | $3,694 | $3,694 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $213,382 | $213,382 | $0 |
| HOWLAND CAPITAL | $478,019 | $0 | $480,519 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,057 | $1,057 | $0 |
| FEDERAL TAXES | $91,100 | $0 | $0 |
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