DE BEAUMONT FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DE BEAUMONT FOUNDATION INC (EIN 04-3467074)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-07
- IRS object ID
- 201522809349100602
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-07T11:33:04-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 N FAIRFAX DRIVE SUITE 1020 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043467074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DE BEAUMONT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEBE | BusinessNameControlTxt |
| Phone | 3019615800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE NO 1310E | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD L HUNTER | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 3019615800 | PhoneNum |
| Signature | 2015-09-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00236052 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $184,020,773 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,352,564 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,500,764 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,500,764 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $653,195 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,989,604 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $653,195 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,506,555 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,153,991 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $272,244 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $183,071 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $657,898 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $463,194 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $129,746 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $92,676 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $35,871 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,149 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $507,660 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $318,694 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $134,976 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $51,804 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $9,533 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $139,640 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $99,743 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $117,773 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $97,364 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $603,273 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $567,048 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,566,591 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $318,694 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,638,072 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,076,287 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,076,287 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,642,878 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $318,694 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,714,359 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,136,323 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,835,297 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $33,606,748 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,440,331 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,440,331 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $141,070,053 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $143,059,543 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $154,501,849 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $93,336 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,399 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $22,333 | LandBOYAmt |
| Land EOY | $62,937 | LandEOYAmt |
| Land EOYFMV | $62,937 | LandEOYFMVAmt |
| Other Assets BOY | $15,656 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,656 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,656 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $174,714,790 | TotalAssetsBOYAmt |
| Total Assets EOY | $172,578,467 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $184,020,773 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $174,714,790 | UnrestrictedBOYAmt |
| Unrestricted EOY | $172,578,467 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $174,714,790 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $172,578,467 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $174,714,790 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $172,578,467 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $174,714,790 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,136,323 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $172,578,467 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $172,578,467 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| FIRST AMER GOVT OBLIG FUND | $10,211,386 | $10,211,386 | $0 | $0 |
| PARAMETRIC EMERGING MARKETS - CAPTIAL GAIN DISTRIBUTION | $4,860 | -$4,860 | -$4,860 | |
| PARAMETRIC EMERGING MARKETS - CAPTIAL GAIN DISTRIBUTION | $41,214 | $41,214 | $41,214 | |
| RS GLOBAL NATURAL RESOURCES - CAPITAL GAIN DISTRIBUTION | $220,289 | $220,289 | $220,289 | |
| PIMCO TOTAL RETURN FUND | $4,773,438 | $4,874,448 | -$101,010 | -$101,010 |
| FPA CRESCENT PORFOLIO - CAPITAL GAIN DISTRIBUTION | $216,310 | $216,310 | $216,310 | |
| ABSOLUTE RETURN CAYMAN - CAPITAL GAIN DISTRIBUTION | $36,156 | $41,970 | -$5,814 | -$5,814 |
| MONDRIAN GLOBAL FIXED INCOME | $23,074 | $113,734 | -$90,660 | -$90,660 |
| NEWBURY EQUITY PARTNERS | $74,103 | $74,103 | $0 | $0 |
| SAGE REAL ESTATE FUND | $15,850 | $15,908 | -$58 | -$58 |
| TIFF - CAPITAL GAIN DISTRIBUTION | $377,784 | $377,784 | $377,784 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $653,195 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,969,136 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $141,789,561 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035046 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,755,832 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $95,415,003 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049844 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,317,779 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,664,596 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.169619 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $562,723 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,202,345 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046116 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,829,797 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,647,380 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.144678 | DistributionYr5Rt |
| Total Distribution | 0.445303 | TotalDistributionRt |
| Average Distribution | 0.089061 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $186,159,866 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,579,584 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28,353 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,607,937 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,714,359 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $56,706 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $56,706 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $56,706 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,706 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $56,706 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $242 | EsPenaltyAmt |
| Tax Due | $242 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | 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.DEBEAUMONT.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARIEL MOYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3019614948 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 1310E | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| JAMES B SPRAGUE MD | ||||||||
| 4851 INDIAN LANE NW | WASHINGTON | DC | 20016 | CHAIRMAN/CEO | 40.00 | $234,744 | $26,792 | $0 |
| CAROL HUFFMAN MASSONI | ||||||||
| 29 BROOK STREET | EASTHOMPTON | MA | 01027 | DIRECTOR | 1.00 | $25,000 | $0 | $0 |
| MURRAY BRENNAN MD | ||||||||
| 220 SAW MILL RIVER ROAD | YORKTOWN HEIGHTS | NY | 10598 | VICE-CHAIRMAN | 1.00 | $12,500 | $0 | $0 |
| LEROY M PARKER MD | ||||||||
| 20 LINCOLN RD | WAYLAND | MA | 01778 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| JOHN STEVENS | ||||||||
| 26 SIMON WILLARD RD | CONCORD | MA | 01742 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD BURNES | ||||||||
| 16 ACORN LANE | BOSTON | MA | 02108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GREGORY M WAGNER MD | ||||||||
| 61 BROOK STREET | BROOKLINE | MA | 02445 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN AUERBACH | ||||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BRIAN CASTRUCCI | ||||||||
| 640 BLOSSOM DRIVE | ROCKVILLE | MD | 20850 | CHIEF PROGRAM & STRA | 40.00 | $170,000 | $14,471 | $0 |
| ARIEL MOYER | ||||||||
| 2000 GATEWOOD PLACE | SILVER SPRING | MD | 20903 | CHIEF OPERATING OFFI | 40.00 | $162,960 | $8,866 | $0 |
| JONATHON LEIDER | ||||||||
| 1418 THORNDEN RD | ROCKVILLE | MD | 20851 | SENIOR RESEARCH & EV | 40.00 | $105,709 | $11,039 | $0 |
| ADAM JUDGE | ||||||||
| 744 BEALL AVENUE | ROCKVILLE | MD | 20850 | SENIOR LEARNING OFFI | 40.00 | $87,826 | $6,825 | $0 |
| MELISSA MONBOUQUETTE | ||||||||
| 2480 16TH STREET NW APT 839 | WASHINGTON | DC | 20009 | PROGRAM OFFICER | 40.00 | $55,825 | $10,391 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRIME BUCHHOLZ & ASSOCIATES INC | |||||
| 273 CORPORATE DRIVE | PORTSMOUTH | NH | 03801 | INVESTMENT ADVISORY | $219,292 |
| PR COLLABORATIVE | |||||
| 2900 M STREET NW SUITE 200 | WASHINGTON | DC | 20007 | COMMUNICATIONS CONSULTING | $113,910 |
| PHILIPPA BENSON | |||||
| 6001 WALTON ROAD | BETHESDA | MD | 20817 | EDITORIAL CONSULTING | $74,504 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PRACTICAL PLAYBOOK - EVENT TO LAUNCH THE PRACTICAL PLAYBOOK--AN ONLINE RESOURCE/TOOL THAT ENCOURAGES INTERGRATION OF PUBLIC HEALTH AND PRIMARY CARE. EXPENSES ASSOCIATED WITH THE DEVELOPMENT OF A HARD COPY PRACTICAL PLAYBOOK TEXTBOOK TO BE USED BY BOTH PUBLIC HEALTH AND PRIMARY CARE STUDENTS AND PRACTITIONERS. | Description1Txt |
| Expenses1 | $108,471 | Expenses1Amt |
| Description2 | INFORMATICS CONVENING - CONVENING OF NATIONAL LEADERS TO DISCUSS PH INFORMATICS NEEDS/ISSUES. | Description2Txt |
| Expenses2 | $103,959 | Expenses2Amt |
| Description3 | BCHC SUPPLEMENT - JOURNAL SUPPLEMENT FEATURING ARTICLES AND DATA FROM THE BIG CITIES HEALTH COALITION (BCHC). | Description3Txt |
| Expenses3 | $54,980 | Expenses3Amt |
| Description4 | JPHMP STRATEGIC PLANNING - STRATEGIC PLANING RETREAT AND REPORT FOR THE JOURNAL OF PUBLIC HEALTH MANAGEMENT AND PRACTICE (JPHMP). | Description4Txt |
| Expenses4 | $49,864 | Expenses4Amt |
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 | $157,885,439 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,109,349 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $188,994,788 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $188,994,788 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,834,922 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $186,159,866 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,307,993 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,307,993 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,706 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56,706 | TotalTaxAmt |
| Distributable Before Adj | $9,251,287 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,251,287 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,251,287 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,714,359 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,714,359 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,714,359 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,251,287 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,204,474 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $467,890 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,542,550 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,433 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $3,251,347 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,714,359 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,714,359 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,536,928 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,536,928 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,714,419 | 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 | $1,714,419 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $135,436 | ExcessFromYear4Amt |
| Excess From Year3 | $1,542,550 | ExcessFromYear3Amt |
| Excess From Year2 | $36,433 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ASTHO | |||||||
| 2231 CRYSTAL DRIVE SUITE 450 | ARLINGTON | VA | 22202 | PC | MEDICAID & PUBLIC HEALTH INTEGRATION PROJECT | $318,513 | |
| ASTHO | |||||||
| 2231 CRYSTAL DRIVE SUITE 450 | ARLINGTON | VA | 22202 | PC | SENIOR DEPUTIES PROGRAM | $130,000 | |
| BALTIMORE CITY HEALTH DEPARTMENT | |||||||
| 101 E FAYETTE STREET | BALTIMORE | MD | 21202 | GOV | GENERAL OPERATING SUPPORT | $5,000 | |
| BIKES NOT BOMBS | |||||||
| 284 ARMORY STREET | JAMAICA PLAIN | MA | 02130 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BLOOMBERG SCHOOL OF PUBLIC HEALTH | |||||||
| 615 N WOLFE STREET | BALTIMORE | MD | 21205 | PC | A NEW PUBLIC HEALTH FINANCE DATASET TO ASSESS THE COST-EFFECTIVENESS OF PUBLIC HEALTH | $168,651 | |
| CABIN CREEK HEALTH SYSTEMS | |||||||
| PO BOX 70 | DAWES | WV | 25054 | PC | GENERAL OPERATING SUPPORT | $8,300 | |
| CABIN CREEK HEALTH SYSTEMS | |||||||
| PO BOX 70 | DAWES | WV | 25054 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| CAMBRIDGE COMMUNITY FOUNDATION | |||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| COUNCIL ON FOUNDATIONS | |||||||
| 2121 CRYSTAL DRIVE SUITE 700 | ARLINGTON | VA | 22202 | PC | GENERAL OPERATING SUPPORT | $5,090 | |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 44 BINNEY ST | BOSTON | MA | 02115 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 44 BINNEY ST | BOSTON | MA | 02115 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| DUKE UNIVERSITY | |||||||
| BOX 2914 | MEDICAL CENTER DURHAM | NC | 27710 | PC | PRACTICAL PLAYBOOK | $411,834 | |
| DUKE UNIVERSITY | |||||||
| BOX 2914 | MEDICAL CENTER DURHAM | NC | 27710 | PC | PRACTICAL PLAYBOOK | $182,560 | |
| DUKE UNIVERSITY | |||||||
| BOX 2914 | MEDICAL CENTER DURHAM | NC | 27710 | PC | PRACTICAL PLAYBOOK | $522,133 | |
| DUKE UNIVERSITY | |||||||
| BOX 2914 | MEDICAL CENTER DURHAM | NC | 27710 | PC | PRACTICAL PLAYBOOK | $557,405 | |
| FRIENDS OF BOSTON HOMELESS INC | |||||||
| 12 WISE ST | BOSTON | MA | 02130 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| FUND FOR PUBLIC HEALTH IN NEW YORK | |||||||
| 291 BROADWAY 17TH FLOOR | NEW YORK | NY | 10007 | PC | EPI SCHOLARS UNUSED GRANT FUNDS | -$1,199 | |
| FUND FOR PUBLIC HEALTH IN NEW YORK | |||||||
| 291 BROADWAY NW | NEW YORK | NY | 10007 | PC | CUNY HANES LAB WORK | $338,359 | |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | |||||||
| 1725 DESALES STREET NW STE 404 | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $3,050 | |
| GRANTMAKERS IN HEALTH | |||||||
| 1100 CONNECTICUT AVE NW 1200 | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $2,875 | |
| HEALTH CARE FOR ALL | |||||||
| 30 WINTER ST 19TH FLOOR | BOSTON | MA | 02108 | PC | GENERAL OPERATING SUPPORT | $8,000 | |
| LOS ANGELES COUNTY DEPARTMENT OF HEALTH | |||||||
| 241 N FIGUEROA ST SUITE 275 | LOS ANGELES | CA | 90012 | GOV | EPI SCHOLARS UNUSED GRANT FUNDS | -$25,849 | |
| LOS ANGELES COUNTY DEPARTMENT OF HEALTH | |||||||
| 241 N FIGUEROA ST SUITE 275 | LOS ANGELES | CA | 90012 | GOV | EPI SCHOLARS UNUSED GRANT FUNDS | -$5,683 | |
| MENTAL HEALTH ASSOCIATION IN TULSA INC | |||||||
| 1870 SOUTH BOULDER AVE | TULSA | OK | 74119 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| NACCHO | |||||||
| 100 17TH ST NW SUITE 200 | WASHINGTON | DC | 20036 | PC | BIG CITIES HEALTH COALITION | $160,000 | |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | PC | GENERAL OPERATING SUPPORT | $8,000 | |
| OXFORD UNIVERSITY PRESS | |||||||
| 2001 EVANS ROAD | CARY | NC | 27513 | PC | PRACTICAL PLAYBOOK TEXTBOOK | $20,000 | |
| PEW CHARITABLE TRUSTS | |||||||
| 901 E STREET NW | WASHINGTON | DC | 20004 | PC | BUILDING CAPACITY FOR HEALTH IMPACT ASSESSMENT IN CITIES | $473,564 | |
| PUBLIC HEALTH INSTITUTE OF METROPOLITAN CHICAGO | |||||||
| 180 NORTH MICHIGAN AVENUE SUITE | CHICAGO | IL | 60601 | PC | GENERAL OPERATING SUPPORT | $5,000 | 1200 |
| PUBLIC HEALTH--SEATTLE & KING COUNTY | |||||||
| 401 5TH AVE SUITE 1300 | SEATTLE | WA | 98104 | GOV | BURDEN OF DISEASE ASSESSMENT TOOL | $199,998 | |
| PUBLIC INTEREST PROJECTS | |||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | PC | HEALTHIER CITIES INITIATIVE | $143,050 | |
| PUBLIC INTEREST PROJECTS | |||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | PC | HEALTHIER CITIES INITIATIVE | $557,405 | |
| RESEARCH FOUNDATION OF CUNY | |||||||
| 230 WEST 41ST ST 7TH FLOOR | NEW YORK | NY | 10036 | PC | CUNY HANES GRANT | $1,245,242 | |
| RESEARCH FOUNDATION OF CUNY | |||||||
| 230 WEST 41ST ST 7TH FLOOR | NEW YORK | NY | 10036 | PC | HANES SURVEY GRANT DISTRIBUTION | $100,000 | |
| SEA EDUCATION ASSOCIATION (SEA) | |||||||
| PO BOX 6 | WOODS HOLE | MA | 02543 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| TASK FORCE FOR GLOBAL HEALTH | |||||||
| 325 SWANTON WAY | DECATUR | GA | 30030 | PC | PUBLIC HEALTH INFORMATICS TRAINING NETWORK | $85,560 | |
| UCLA FIELDING SCHOOL OF PUBLIC HEALTH | |||||||
| BOX 951406 11000 KINROSS BLDG STE | LOS ANGELES | CA | 90095 | PC | QUANTITATIVE POLICY TOOLS FOR BIG CITIES | $99,948 | 211 |
| UNIVERSITY OF MIAMI | |||||||
| UNIVERSITY OF MIAMI OFFICE OF | CORAL GABLES | FL | 33129 | PC | BUSINESS SKILLS PLANNING GRANT | $80,689 | RESEARCH ADMINISTRATION 1320 SOUTH |
| UNIVERSITY OF OTAGO IN AMERICA INC | |||||||
| 800 TOWNSHIP LINE RD SUITE 250 | YARDLEY | PA | 19067 | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| UNIVERSITY OF WASHINGTON | |||||||
| 3917 UNIVERSITY WAY NE | SEATTLE | WA | 98195 | PC | PUBLIC HEALTH MANAGEMENT CERTIFICATE UNUSED GRANT FUNDS | -$10,783 | |
| UPMC CENTER FOR HEALTH SECURITY | |||||||
| 621 EAST PRATT STREET SUITE 210 | BALTIMORE | MD | 21202 | PC | MEASURING AND MOTIVATING HEALTH DEPARTMENT EXCELLENCE AND COMMUNITY ENGAGEMENT IN PREPAREDNESS | $157,200 | |
| VICTORY PROGRAMS INC | |||||||
| 965 MASSACHUSETTS AVE | BOSTON | MA | 02115 | PC | GENERAL OPERATING SUPPORT | $9,000 | |
| WASHINGTON GRANTMAKERS | |||||||
| 1400 16TH ST NW SUITE 740 | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $875 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,076,287 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASTHO | ||||||
| 2231 CRYSTAL DRIVE SUITE 450 | ARLINGTON | VA | 22202 | PC | SENIOR DEPUTIES PROGRAM | $54,000 |
| BLOOMBERG SCHOOL OF PUBLIC HEALTH | ||||||
| 615 N WOLFE STREET | BALTIMORE | MD | 21205 | PC | A NEW PUBLIC HEALTH FINANCE DATASET TO ASSESS THE COST-EFFECTIVENESS OF PUBLIC HEALTH | $7,777 |
| DUKE UNIVERSITY | ||||||
| BOX 2914 | MEDICAL CENTER DURHAM | NC | 27710 | PC | PRACTICAL PLAYBOOK | $5,208,570 |
| NACCHO | ||||||
| 100 17TH ST NW SUITE 200 | WASHINGTON | DC | 20036 | PC | BIG CITIES HEALTH COALITION | $1,037,019 |
| PEW CHARITABLE TRUSTS | ||||||
| 901 E STREET NW | WASHINGTON | DC | 20004 | PC | BUILDING CAPACITY FOR HEALTH IMPACT ASSESSMENT IN CITIES | $142,909 |
| PUBLIC INTEREST PROJECTS | ||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | PC | HEALTHIER CITIES INITIATIVE | $1,699,545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,149,820 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,500,764 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $653,195 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,153,991 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,153,991 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SULLIVAN AND WORCESTER ON BEHALF OF | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE POST OFFICE SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,352,564 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $41,149 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TIFF MULTI ASSET FUND | AT COST | $6,355,472 | $5,816,430 |
| VANGUARD MUTUAL EQUITY FUND | AT COST | $69,594,863 | $78,699,299 |
| PIMCO TOTAL RETURN INST FUND | AT COST | $0 | $0 |
| MONDRIAN FIXED INCOME FUND | AT COST | $5,212,763 | $4,775,152 |
| ABSOLUTE RETURN CAYMAN | AT COST | $4,934,170 | $4,367,592 |
| MASON CAP | AT COST | $5,000,000 | $4,965,928 |
| CONVEXITY | AT COST | $5,000,000 | $5,020,586 |
| FPA CRESCENT PORTFOLIO | AT COST | $5,778,838 | $6,858,767 |
| DAVIDSON KEMPNER INSTITUTIONAL | AT COST | $5,000,000 | $5,981,225 |
| HIGHFIELDS CAPITAL | AT COST | $6,750,000 | $8,852,400 |
| RUTABAGA SMALL CAP | AT COST | $5,000,000 | $6,273,690 |
| PARAMETRICS | AT COST | $8,025,760 | $7,602,226 |
| SSGA REAL | AT COST | $5,484,092 | $5,222,097 |
| RS GLOBAL | AT COST | $3,790,606 | $2,789,552 |
| NYES LEDGE | AT COST | $2,000,000 | $2,092,827 |
| ADAMAS | AT COST | $4,000,000 | $4,121,507 |
| AETHER REAL | AT COST | $257,082 | $261,361 |
| NEWBURY | AT COST | $575,897 | $519,729 |
| LEGACY VENTURE | AT COST | $300,000 | $281,481 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $35,871 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $15,656 | BOYBookValueAmt |
| EOY Book Value | $15,656 | EOYBookValueAmt |
| EOYFMV | $15,656 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $11,236 | $0 | $8,026 |
| COMPUTER SERVER WEB | $22,094 | $0 | $15,781 |
| PAYROLL SERVICE FEES | $10,448 | $0 | $7,463 |
| TELEPHONE | $11,532 | $0 | $8,237 |
| MISCELLANEOUS | $1,044 | $0 | $798 |
| POSTAGE & SHIPPING | $2,406 | $0 | $1,719 |
| DUES & SUBSCRIPTIONS | $4,342 | $0 | $3,102 |
| D&O INSURANCE | $3,093 | $0 | $2,209 |
| CORPORATE FILING FEES | $406 | $0 | $290 |
| GRAPHIC DESIGN | $13,322 | $0 | $9,516 |
| MOVING EXPENSE | $30,751 | $0 | $21,965 |
| DIRECT CHARITABLE ACTIVITIES, PART IX-A | $480,812 | $0 | $480,812 |
| EMPLOYEE TRAINING AND DEVELOPMENT | $9,982 | $0 | $7,130 |
| EQUIPMENT EXPENSE | $1,805 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEE | $318,694 | $318,694 | $0 |
| CONSULTING FEES | $188,966 | $0 | $134,976 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $51,804 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments