THE 8-3 FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE 8-3 FOUNDATION (EIN 87-3961541)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-31
- IRS object ID
- 202523049349100117
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2025-10-31T10:22:16-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 420 SOUTH ORANGE AVENUE SUITE 900 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | 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 | 873961541 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE 83 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 8-3F | BusinessNameControlTxt |
| Phone | 7812575272 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 234 TOWER ROAD | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01773 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE A WOLF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7812575272 | PhoneNum |
| Signature | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LACEY M QUATSOE | PreparerPersonNm |
| PTIN | P01300865 | PTIN |
| Phone | 6177170831 | PhoneNum |
| Preparation | 2025-10-29 | 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 | $4,835,330 | 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 |
| Interest On Sav Rev And Expnss | $183 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $183 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $131,039 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $127,618 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,389,661 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,918,132 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,389,661 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$5,921 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$5,921 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,514,962 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,511,541 | 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 | $13,918 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,959 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,959 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,193 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,193 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,059 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $939 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $570 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $570 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,740 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,091 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,529 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $539,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $539,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $598,490 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,091 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $547,279 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $916,472 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,461,450 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $319,904 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $308,743 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $308,743 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,688,568 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,067,371 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,067,371 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $472,070 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $459,216 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $459,216 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,480,542 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,835,330 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,835,330 | 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 | $4,480,542 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,835,330 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,480,542 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,835,330 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,480,542 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,835,330 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,480,542 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $916,472 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,397,014 | SubtotalAmt |
| Other Decreases | $561,684 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,835,330 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $4,889,429 | $3,497,588 | $1,391,841 | $1,391,841 | |
| CAPITAL GAIN DISTRIBUTIONS | P | $28,703 | $28,703 | $28,703 | ||
| VECTOR | P | -$30,883 | -$30,883 | 2024-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,389,661 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,314 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,314 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,314 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $850 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,400 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26,250 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $17 | EsPenaltyAmt |
| Overpayment | $5,919 | OverpaymentAmt |
| Applied To ES Tax | $5,919 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JULIE A WOLF | IndividualWithBooksNm |
| Phone | 7812575272 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 234 TOWER ROAD | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01773 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE A WOLF | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 234 TOWER ROAD | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01773 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,058,761 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $251,798 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $459,216 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,769,775 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,769,775 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,547 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,698,228 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $234,911 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $234,911 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,314 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,314 | TotalTaxAmt |
| Distributable Before Adj | $214,597 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $214,597 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $214,597 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $547,279 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $547,279 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $214,597 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $164,863 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $244,962 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $409,825 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $547,279 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $214,597 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $332,682 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $742,507 | 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 | $742,507 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $164,863 | ExcessFromYear2Amt |
| Excess From Year1 | $244,962 | ExcessFromYear1Amt |
| Excess From Current Year | $332,682 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JULIE A WOLF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CONSERVATION LAW FOUNDATION | ||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | PC | CHARITABLE OPERATIONS | $100,000 |
| MORRIS ANIMAL FOUNDATION | ||||||
| 720 SOUTH COLORADO BLVD | DENVER | CO | 80246 | PC | CHARITABLE OPERATIONS | $17,000 |
| GLEN HIGHLAND BORDER COLLIE RESCUE | ||||||
| 6699 FOX CENTRE PKWY STE 434 | GLOUCESTER | VA | 23061 | PC | CHARITABLE OPERATIONS | $10,000 |
| NEADS WORLD CLASS SERVICE DOGS | ||||||
| 305 REDEMPTION ROCK TRAIL | PRINCETON | MA | 01541 | PC | CHARITABLE OPERATIONS | $220,000 |
| NEW ENGLAND BOTANIC GARDEN AT TOWER HILL | ||||||
| 11 FRENCH DRIVE | BOYLSTON | MA | 01505 | PC | CHARITABLE OPERATIONS | $20,000 |
| LINCOLN LAND CONSERVATION TRUST | ||||||
| 145 LINCOLN RD STE 102A | LINCOLN | MA | 01773 | PC | CHARITABLE OPERATIONS | $1,500 |
| MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||
| 350 S HUNTINGTON AVE | BOSOTON | MA | 02130 | PC | CHARITABLE OPERATIONS | $70,000 |
| AMERICAN FEDERATION FOR AGING RESEARCH | ||||||
| 55 WEST 39TH STREET 16TH FLOOR | NEW YORK | NY | 10018 | PC | CHARITABLE OPERATIONS | $25,000 |
| ENGLISH SPRINGER SPANIEL FIELD TRIAL ASSOCIATION (ESSFTA) | ||||||
| 9800 7 MILE ROAD | NORTHVILLE | MI | 48167 | PC | CHARITABLE OPERATIONS | $2,000 |
| THE INTERNET ARCHIVE | ||||||
| 300 FUNSTON AVE | SAN FRANCISCO | CA | 94118 | PC | CHARITABLE OPERATIONS | $5,000 |
| FREEDOM OF THE PRESS FOUNDATION | ||||||
| 49 FLATBUSH AVENUE 1017 | BROOKLYN | NY | 11217 | PC | CHARITABLE OPERATIONS | $5,000 |
| THE TOR PROJECT INC | ||||||
| 390 WEST ST STE 3 | MANSFIELD | MA | 02048 | PC | CHARITABLE OPERATIONS | $5,000 |
| RISEUP LABS | ||||||
| 942 MAIN ST | HARTFORD | CT | 06103 | PC | CHARITABLE OPERATIONS | $8,000 |
| GIRL'S INC | ||||||
| 131 ARLINGTON ST | TAUTON | MA | 02780 | PC | CHARITABLE OPERATIONS | $4,000 |
| GIRLS ON THE RUN OF MARICOPA COUNTY | ||||||
| 7721 E GRAY RD STE 103 | SCOTTSDALE | AZ | 85260 | PC | CHARITABLE OPERATIONS | $5,000 |
| PLANNED PARENTHOOD ARIZONA | ||||||
| 4751 N 15TH ST | PHOENIX | AZ | 85014 | PC | CHARITABLE OPERATIONS | $7,000 |
| ABORTION FUND OF ARIZONA | ||||||
| 4141 N 32ND ST | PHOENIX | AZ | 85018 | PC | CHARITABLE OPERATIONS | $7,000 |
| PHOENIX COMMUNITY ACUPUNCTURE | ||||||
| 3806 N 3RD ST STE 300 | PHOENIX | AZ | 85012 | PC | CHARITABLE OPERATIONS | $2,000 |
| K9S FOR WARRIORS | ||||||
| 114 CAMP K9 ROAD | PONTE VEDRA | FL | 32081 | PC | CHARITABLE OPERATIONS | $5,000 |
| BLUE PATH SERVICE DOGS | ||||||
| 8 COUNTRY CLUB RD | HOPEWELL JUNCTION | NY | 12533 | PC | CHARITABLE OPERATIONS | $10,000 |
| NEW ENGLAND ENGLISH SPANIEL RESCUE (NEESSR) | ||||||
| PO BOX 407 | ASHLAND | MA | 01721 | PC | CHARITABLE OPERATIONS | $5,000 |
| UNIVERSITY OF MN FOUNDATION FOR THE VOYAGUERS WOLF PROJECT | ||||||
| 200 OAK ST SE STE 500 | MINNEAPOLIS | MN | 55455 | PC | CHARITABLE OPERATIONS | $5,000 |
| WESTON FORREST & TRAIL ASSOCIATION | ||||||
| 266 GLEN RD | WESTON | MA | 02493 | PC | CHARITABLE OPERATIONS | $250 |
| THE FOOD PROJECT | ||||||
| 555 DUDLEY ST | DORCHESTER | MA | 02125 | PC | CHARITABLE OPERATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $539,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $131,039 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,389,661 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP LOSS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$5,921 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,514,962 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,514,962 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,918 | Amt |
| Net Investment Income | $6,959 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,959 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (143 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACADIA HEALTHCARE CO INC | $8,356 | $8,356 |
| ADVANCED ENERGY INDS INC | $15,610 | $15,610 |
| ALLEGRO MICROSYSTEMS INC | $12,788 | $12,788 |
| AMERIS BANCORP | $11,263 | $11,263 |
| APPFOLIO INC | $16,037 | $16,037 |
| APPLIED INDL TECHNOLOGIE | $12,452 | $12,452 |
| ARCUTIS BIOTHERAPEUTICS | $8,637 | $8,637 |
| ARTIVION INC | $11,579 | $11,579 |
| ATRICURE INC | $13,752 | $13,752 |
| AVIENT CORP | $16,548 | $16,548 |
| AZENTA INC | $17,150 | $17,150 |
| BALCHEM CORP | $16,137 | $16,137 |
| BIOCRYST PHARMACEUTICALS | $10,039 | $10,039 |
| BOWHEAD SPECIALTY HLDGS | $13,675 | $13,675 |
| CACI INTL INC | $16,162 | $16,162 |
| CADRE HLDGS INC | $10,013 | $10,013 |
| CHAMPIONX CORP | $13,323 | $13,323 |
| COLUMBUS MCKINNON CORP N | $10,055 | $10,055 |
| CRINETICS PHARMACEUTICAL | $15,850 | $15,850 |
| CYBERARK SOFTWARE LTD F | $39,312 | $39,312 |
| DESCARTES SYS GROUP IN F | $20,107 | $20,107 |
| DORMAN PRODS INC | $11,012 | $11,012 |
| ENERGENTIC TOOL GROUP CORP | $10,683 | $10,683 |
| EXPONENT INC | $16,216 | $16,216 |
| FIRST WATCH RESTAURANT G | $2,605 | $2,605 |
| FLYWIRE CORP | $17,527 | $17,527 |
| FOX FACTORY HLDG CORP | $5,903 | $5,903 |
| GATES INDL CORP PLC | $20,159 | $20,159 |
| GIBRALTER INDS INC | $14,136 | $14,136 |
| GLOBUS MED INC | $16,542 | $16,542 |
| GRAND CANYON ED INC | $29,648 | $29,648 |
| HALOZYME THERAPEUTICCS IN | $12,192 | $12,192 |
| HEALTHEQUITY INC | $15,352 | $15,352 |
| HEXCEL CORP NEW | $16,302 | $16,302 |
| HOULIHAN LOKEY INC | $23,965 | $23,965 |
| INSMED INC | $15,879 | $15,879 |
| INTAPP INC | $37,813 | $37,813 |
| INTERFACE INC | $17,654 | $17,654 |
| INTRA-CELLULAR THERAPUTICS | $17,539 | $17,539 |
| IONIS PHARMACEUTICALS IN | $13,285 | $13,285 |
| KRISPY KREME INC | $6,157 | $6,157 |
| KRYSTAL BIOTECH INC | $11,280 | $11,280 |
| LITHIA MTRS INC | $18,944 | $18,944 |
| MACOM TECHNOLOGY SOLUTIO | $27,281 | $27,281 |
| MAGNOLIA OIL & GAS CORP | $14,379 | $14,379 |
| MATADOR RES CO | $15,472 | $15,472 |
| MEDPACE HLDGS INC | $17,276 | $17,276 |
| NOVANTA INC | $22,916 | $22,916 |
| OXFORD INDS INC | $7,642 | $7,642 |
| PERMIAN RES CORP | $19,341 | $19,341 |
| PHATHOM PHARMACEUTICALS | $7,227 | $7,227 |
| PINNACLE FINL PARTNER I | $13,384 | $13,384 |
| PJT PARTNERS INC | $25,250 | $25,250 |
| POWER INTEGRATIONS INC | $6,910 | $6,910 |
| QUAKER HOUGHTON | $10,979 | $10,979 |
| RBC BEARINGS INC | $19,444 | $19,444 |
| REVOLVE GROUP INC | $14,903 | $14,903 |
| SCHNEIDER NATL INC | $9,077 | $9,077 |
| SILICON LABORATORIES INC | $15,528 | $15,528 |
| SITEONE LANDSCAPE SUPPLY | $18,316 | $18,316 |
| SPRINGWORKS THERAPEUTICS | $15,175 | $15,175 |
| SPX TECHNOLOGIES INC | $28,376 | $28,376 |
| STERLING INFRASTRUCTURE | $21,899 | $21,899 |
| STIFEL FINL CORP | $15,382 | $15,382 |
| SUPERNUS PHARMACEUTICALS | $14,283 | $14,283 |
| TOPBUILD CORP | $18,369 | $18,369 |
| TRAVERE THERAPEUTICS INC | $11,410 | $11,410 |
| US PHYSICAL THERAPY | $14,105 | $14,105 |
| ULTRAGENYX PHARMACEUTICAL | $13,252 | $13,252 |
| VERA THERAPEUTICS INC | $15,859 | $15,859 |
| VERACYTE INC | $11,484 | $11,484 |
| VERICEL CORP | $17,846 | $17,846 |
| VIAVI SOLUTIONS CORP | $10,908 | $10,908 |
| RYMAN HOSPITALITY PPTYS | $14,399 | $14,399 |
| STAG INDL INC | $12,683 | $12,683 |
| AMG GW&K INTERNATIONAL S | $433,975 | $433,975 |
| ABBOTT LABS | $31,105 | $31,105 |
| ABBVIE INC | $46,202 | $46,202 |
| ALLY FINL INC | $19,806 | $19,806 |
| AMGEN INC | $22,154 | $22,154 |
| BLACKROCK INC NEW | $37,929 | $37,929 |
| BROADCOM INC | $95,054 | $95,054 |
| BROADRIDGE FINL SOLUTION | $41,827 | $41,827 |
| CANADIAN NAT RES LTD F | $35,501 | $35,501 |
| CANADIAN NATL RY CO F | $20,810 | $20,810 |
| CISCO SYS INC | $29,008 | $29,008 |
| COMPASS DIVERSIFIED | $28,850 | $28,850 |
| ENBRIDGE INC F | $33,944 | $33,944 |
| ENTERGY CORP NEW | $37,910 | $37,910 |
| ESSENTIAL UTILS INC | $21,792 | $21,792 |
| FASTENAL CO | $24,809 | $24,809 |
| FERGUSON ENTERPRISES INC | $25,168 | $25,168 |
| FIDELITY NATL FINL INC N | $24,702 | $24,702 |
| HOME DEPOT INC | $33,064 | $33,064 |
| INTERNTNL PAPER CO | $20,721 | $20,721 |
| JP MORGAN CHASE 4.2% PFD | $9,351 | $9,351 |
| JP MORGAN CHASE & CO | $27,567 | $27,567 |
| LINDE PLC | $27,214 | $27,214 |
| MERCK & CO INC | $22,880 | $22,880 |
| MICROSOFT CORP | $71,234 | $71,234 |
| MORGAN STANLEY | $32,687 | $32,687 |
| OLD REP INTL CORP | $29,857 | $29,857 |
| PAYCHEX INC | $39,963 | $39,963 |
| PHILIP MORRIS INTL INC | $44,530 | $44,530 |
| RESTAURANT BRANDS INTL F | $29,331 | $29,331 |
| S&P GLOBAL INC | $21,415 | $21,415 |
| SERVICE CORP INTL | $30,332 | $30,332 |
| STERIS PLC F | $30,834 | $30,834 |
| SYSCO CORP | $13,381 | $13,381 |
| TEXAS INSTRS INC | $17,813 | $17,813 |
| THE COCA-COLA CO | $24,904 | $24,904 |
| UNITEDHEALTH GROUP INC | $30,352 | $30,352 |
| VIPER ENERGY INC | $33,122 | $33,122 |
| WATSCO INC | $45,493 | $45,493 |
| AMERICAN TOWER CORP NEW | $26,594 | $26,594 |
| ALPHABET INC | $75,720 | $75,720 |
| AMAZON.COM INC | $77,883 | $77,883 |
| APPLE INC | $55,092 | $55,092 |
| CANADIAN NAT RES LTD F | $19,294 | $19,294 |
| CASELLA WASTE SYS INC | $41,795 | $41,795 |
| COPART INC | $28,408 | $28,408 |
| CORPAY INC | $42,303 | $42,303 |
| DANAHER CORP | $37,876 | $37,876 |
| ELI LILLY AND CO | $37,828 | $37,828 |
| ENTEGRIS INC | $33,185 | $33,185 |
| EQUIFAX INC | $36,953 | $36,953 |
| GALLAGHER ARTHER J & CO | $38,320 | $38,320 |
| IDEXX LABS INC | $28,941 | $28,941 |
| JPMORGAN CHASE & CO | $27,567 | $27,567 |
| MARTIN MARIETTA MATLIS IN | $38,221 | $38,221 |
| MASTERCARD INC | $45,812 | $45,812 |
| MICROSOFT CORP | $83,879 | $83,879 |
| NAPCO SEC TECHNOLOGIES I | $30,226 | $30,226 |
| NVIDIA CORP | $100,718 | $100,718 |
| O REILLY AUTOMOTIVE INC | $34,388 | $34,388 |
| PERFORMANCE FOOD GROUP C | $42,275 | $42,275 |
| ROPER TECHNOLOGIES INC | $37,429 | $37,429 |
| SAIA INC | $34,180 | $34,180 |
| SERVICENOW INC | $39,224 | $39,224 |
| T-MOBILE INC | $44,146 | $44,146 |
| THERMO FISHER SCIENTIFIC | $41,098 | $41,098 |
| TRANSDIGM GROUP INC | $45,622 | $45,622 |
| UNITEDHEALTH GROUP INC | $35,410 | $35,410 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VECTOR CAPITAL CREDIT OPPORTUNITY FUND LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $459,216 | BookValueAmt |
| EOYFMV | $459,216 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $561,684 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA FILING FEE | Desc |
| Revenue And Expenses Per Books | $570 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $570 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP LOSS | Desc |
| Revenue And Expenses Per Books | -$5,921 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$5,921 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$5,921 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $42,193 | Amt |
| Net Investment Income | $42,193 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $1,120 | $0 | $0 |
| FOREIGN TAX PAID | $939 | $939 | $0 |
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