LYNCH FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LYNCH FOUNDATION (EIN 04-3017940)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201441349349101299
- Schema version
- 2013v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T11:52:42-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1 |
| City | WESTBOROUGH | City |
| State | MA | State |
| ZIP Code | 01581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043017940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LYNCH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYNC | BusinessNameControlTxt |
| Phone | 6174572028 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 CONGRESS STREET SUITE 1300 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN EVERETT | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6174572028 | PhoneNum |
| Signature | 2014-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID KELLEHER CPA | PreparerPersonNm |
| PTIN | P01059560 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2014-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $129,797,502 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $608,180 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $608,180 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,982,456 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $207,204,334 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,982,456 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $31,590,636 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,590,636 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $332,668 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $332,668 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $203,070 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $137,500 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $81,443 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $31,851 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $17,288 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $14,809 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,770 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $42,575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $771,963 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $570,607 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $188,503 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $994,724 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,287 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $17,933 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $60,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $60,000 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $35,348 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $590 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $35,894 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $192,890 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $195,586 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,664,284 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $735,272 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $969,411 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,153,715 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,153,715 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,817,999 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $735,272 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,123,126 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,772,637 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,855,364 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,704,330 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,246,572 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,246,572 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $106,955 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $30,437 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $34,325 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $34,325 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $83,221,723 | CorporateStockBOYAmt |
| Corporate Stock EOY | $115,798,127 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $115,798,127 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,851,560 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,718,478 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,718,478 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $91,915,005 | TotalAssetsBOYAmt |
| Total Assets EOY | $129,797,502 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $129,797,502 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,294 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $17,154 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $156,809 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $737,957 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $165,103 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $755,111 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $91,749,902 | UnrestrictedBOYAmt |
| Unrestricted EOY | $129,042,391 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $91,749,902 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $129,042,391 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $91,915,005 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $129,797,502 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $91,749,902 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,772,637 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,519,852 | OtherIncreasesAmt |
| Subtotal | $129,042,391 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $129,042,391 | 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 | $207,204,334 | GrossSalesPriceAmt |
| Cost Or Other Basis | $176,221,878 | CostOrOtherBasisAmt |
| Gain Or Loss | $30,982,456 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $30,982,456 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,982,456 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,233,196 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $91,734,744 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.089750 | DistributionYr1Rt |
| Total Distribution | 0.089750 | TotalDistributionRt |
| Average Distribution | 0.089750 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $110,626,758 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,928,752 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $308,554 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,237,306 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,123,126 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $617,107 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $617,107 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $617,107 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $630,080 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $630,080 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12,973 | OverpaymentAmt |
| Applied To ES Tax | $12,973 | 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 | 0 | 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 | THELYNCHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | KATHRYN EVERETT EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 6174572028 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 CONGRESS STREET SUITE 1300 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CAROLYN A LYNCH | ||||||||
| 280 CONGRESS STREET SUITE 1300 | BOSTON | MA | 02110 | PRESIDENT AND CHAIRMAN | 1.00 | $0 | $0 | $0 |
| PETER S LYNCH | ||||||||
| 280 CONGRESS STREET SUITE 1300 | BOSTON | MA | 02110 | TREASURER | 1.00 | $0 | $0 | $0 |
| J FREDERICK BUSH | ||||||||
| 280 CONGRESS STREET SUITE 1300 | BOSTON | MA | 02110 | SECRETARY | 1.00 | $0 | $0 | $0 |
| NANCY A COOLIDGE | ||||||||
| 280 CONGRESS STREET SUITE 1300 | BOSTON | MA | 02110 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD SPILLANE | ||||||||
| 280 CONGRESS STREET SUITE 1300 | BOSTON | MA | 02110 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RALPH C SWEETLAND MD | ||||||||
| 280 CONGRESS STREET SUITE 1300 | BOSTON | MA | 02110 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARSHA HELMSTADTER | ||||||||
| 280 CONGRESS STREET SUITE 1300 | BOSTON | MA | 02110 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANNIE LUKOWSKI | ||||||||
| 280 CONGRESS STREET SUITE 1300 | BOSTON | MA | 02110 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH DE MONTICHARD | ||||||||
| 280 CONGRESS STREET SUITE 1300 | BOSTON | MA | 02110 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHRYN M EVERETT | ||||||||
| 280 CONGRESS STREET SUITE 1300 | BOSTON | MA | 02110 | EXECUTIVE DIRECTOR | 40.00 | $258,268 | $74,400 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID BADEAU | ||||||||
| 280 CONGRESS STREET SUITE 1300 | BOSTON | MA | 02110 | RESEARCH ANALYST | 20.00 | $137,500 | $17,288 | $0 |
| VICTORIA FORMAN | ||||||||
| 280 CONGRESS STREET SUITE 1300 | BOSTON | MA | 02110 | PROGRAM ASSOCIATE | 40.00 | $65,000 | $14,563 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CTP | |||||
| 77 NORTH WASHINGTON STREET | BOSTON | MA | 02114 | WEBSITE CONSULTANT | $168,594 |
| MISSION MEASUREMENT | |||||
| 2 NORTH LASALLE STREET | CHICAGO | IL | 60602 | LYNCH LEADERSHIP ACADEMY EVALUATOR | $121,611 |
| BELLWEATHER EDUCATION PARTNERS | |||||
| 517 BOSTON POST ROAD | SUDBURY | MA | 01776 | STRATEGY DEVELOPER | $71,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $101,125,242 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,075,928 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $110,259 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $112,311,429 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $112,311,429 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,684,671 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $110,626,758 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,531,338 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,531,338 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $617,107 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $617,107 | TotalTaxAmt |
| Distributable Before Adj | $4,914,231 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,914,231 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,914,231 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,123,126 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,123,126 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,123,126 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,914,231 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $3,868,430 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,868,430 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,123,126 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,914,231 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,208,895 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,077,325 | 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 | $9,077,325 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $3,868,430 | ExcessFromYear1Amt |
| Excess From Current Year | $5,208,895 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE LYNCH FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 CONGRESS STREET SUITE 1300 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174572028 | RecipientPhoneNum |
| Form And Info And Materials | ALL REQUESTS ARE SUBMITTED ELECTRONICALLY THROUGH THE LYNCH FOUNDATION WEBSITE: WWW.THELYNCHFOUNDATION.COM. APPLICANTS SHOULD FILL OUT THE CONCEPT PAPER WHICH INCLUDES INFORMATION ABOUT THE ORGANIZATION, DESCRIPTION OF REQUEST AND OBJECTIVES OF THEIR REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE CONCEPT PAPERS ARE REVIEWED ON A ROLLING PROCESS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST BE A 501(C)(3) IN MASSACHUSETTS AND BE UNDER THE GIVING GUIDELINES OF EDUCATION; CULTURE AND HISTORIC PRESERVATION; HEALTHCARE AND MEDICAL RESEARCH; AND RELIGIOUS AND EDUCATIONAL EFFORTS OF THE ROMAN CATHOLIC CHURCH. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALMA DEL MAR CHARTER SCHOOL | ||||||
| 36 MADEIRA AVE | NEW BEDFORD | MA | 02746 | NC | GENERAL OPERATING | $25,000 |
| AMERICARES | ||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | NC | GENERAL OPEARTING DOMESTIC PROGRAM | $25,000 |
| ARTISTS FOR HUMANITY | ||||||
| 100 W 2ND STREET | BOSTON | MA | 02127 | NC | PROGRAM EXPANSION | $90,000 |
| ASSOCIATED GRANT MAKERS | ||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | NC | PROFESSIONAL DEVELOPMENT | $500 |
| ASSOCIATION OF SMALL FOUNDATIONS | ||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NC | PROFESSIONAL DEVELOPMENT | $10,725 |
| BOSTON CHILDREN'S MUSEUM | ||||||
| 308 CONGRESS STREET | BOSTON | MA | 02210 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| BOSTON LANDMARKS ORCHESTRA | ||||||
| 10 GUEST ST 280 | BOSTON | MA | 02135 | NC | NOTES IN THE NEIGHBORHOOD | $65,000 |
| BOSTON PUBLIC LIBRARY FOUNDATION | ||||||
| 700 BOYLSTON STREET | BOSTON | MA | 02116 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| BOSTON SCHOLAR ATHLETE | ||||||
| 65 ALLERTON STREET | BOSTON | MA | 02119 | NC | PROGRAM EXPANSION | $100,000 |
| BOSTON SYMPHONY ORCHESTRA | ||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| BOYS & GIRLS CLUBS OF BOSTON | ||||||
| 50 CONGRESS STREET | BOSTON | MA | 02109 | NC | PROGRAM EXPANSION | $300,000 |
| BPE | ||||||
| 27-43 WORMWOOD STREET | BOSTON | MA | 02210 | NC | PROGRAM SUPPORT | $606,000 |
| BRIDGE OVER TROUBLED WATERS | ||||||
| 47 WEST STREET | BOSTON | MA | 02111 | NC | GENERAL OPERATING SUPPORT | $1,000 |
| BROOKE CHARTER SCHOOL FOUNDATION | ||||||
| 190 CUMMINS HWY | ROSLINDALE | MA | 02131 | NC | CAPITAL CAMPAIGN & EXPANSION | $125,000 |
| CAMPAIGN FOR AYER MANSION | ||||||
| 395 COMMONWEALTH AVE | BOSTON | MA | 02215 | NC | RESTORATION | $100,000 |
| CAMPAIGN FOR CATHOLIC SCHOOLS | ||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | NC | EARLY CHILDHOOD PROGRAM | $86,298 |
| CATHEDRAL HIGH SCHOOL | ||||||
| 74 UNION PARK STREET | BOSTON | MA | 02118 | NC | CAPITAL CAMPAIGN/ RENOVATIONS & EXPANSION | $200,000 |
| CATHOLIC CHARITIES | ||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | NC | GENERAL OPERATING SUPPORT | $1,000 |
| CATHOLIC RELIEF SERVICES | ||||||
| 228 W LEXINGTON STREET | BALTIMORE | MD | 21201 | NC | RELIEF SERVICES FOR VICTIMS OF THE TYPHOON HAYIAN | $25,000 |
| CATHOLIC SCHOOLS FOUNDATION | ||||||
| 260 FRANKLIN STREET | BOSTON | MA | 02110 | NC | PROGRAM EXPANSION | $122,500 |
| CITY YEAR BOSTON | ||||||
| 285 COLUMBUS AVENUE | BOSTON | MA | 02116 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| CRISTO REY BOSTON HIGH SCHOOL | ||||||
| 100 SAVIN HILL AVENUE | BOSTON | MA | 02125 | NC | ONE DORCHESTER | $300,000 |
| EAST BOSTON CENTRAL CATHOLIC | ||||||
| 69 LONDON STREET | BOSTON | MA | 02128 | NC | EARLY CHILDHOOD PROGRAM | $14,798 |
| ELIOT K-8 INNOVATION SCHOOL | ||||||
| 16 CHARTER STREET | BOSTON | MA | 02113 | NC | PROGRAM EXPANSION | $50,000 |
| ESSEX COMMUNIT FDN LPS ACCELERATION ACADEMIES | ||||||
| 175 ANDOVER STREET | DANVERS | MA | 01923 | NC | ACCELERATION ACADEMIES IN LAWRENCE PUBLIC SCHOOLS | $300,000 |
| EXCEL ACADEMY | ||||||
| 58 MOORE STREET | BOSTON | MA | 02128 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| FACING HISTORY & OURSELVES | ||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| FIRST NIGHT INC | ||||||
| 36 BROMFIELD STREET | BOSTON | MA | 02108 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| FRANKLIN INSTITUTE | ||||||
| 41 BERKELEY STREET | BOSTON | MA | 02116 | NC | WHOLE STUDENT SUPPORT | $100,000 |
| FRIENDS OF THE PUBLIC GARDEN | ||||||
| 87 MT VERNON STREET | BOSTON | MA | 02108 | NC | BREWER FOUNTAIN | $200,000 |
| GIFTS TO GIVE | ||||||
| 190 OLD DERBY STREET | HINGHAM | MA | 02043 | NC | GENERAL OPERATING SUPPORT | $1,000 |
| GREGORIAN UNIVERSITY FOUNDATION | ||||||
| 106 W 56TH STREET | NEW YORK | NY | 10019 | NC | GENERAL OPERATING SUPPORT | $10,000 |
| HALEY HOUSE INC | ||||||
| 23 DARTMOUTH STREET | BOSTON | MA | 02116 | NC | GENERAL OPERATING SUPPORT | $15,000 |
| HARVARD MEDICAL SCHOOL | ||||||
| 401 PARK DRIVE SUITE 22W | BOSTON | MA | 02215 | NC | SYSTEMS BIOLOGY PROGRAM | $250,000 |
| HISTORIC BOSTON INC | ||||||
| 20 EUSTIS STREET | ROXBURY | MA | 02119 | NC | ALVAH KITTREDGE HOUSE | $100,000 |
| IMPACT FOR EDUCATION | ||||||
| 44 HOWARD AVENUE | NEW HAVEN | CT | 06519 | NC | PROGRAM SUPPORT | $30,000 |
| INNERCITY WEIGHTLIFTING | ||||||
| PO BOX 171313 | BOSTON | MA | 02117 | NC | PROGRAM EXPANSION | $100,000 |
| LABOURE CENTER | ||||||
| 275 WEST BROADWAY STREET | BOSTON | MA | 02127 | NC | GENERAL OPERATING SUPPORT | $1,000 |
| LYNCH LEADERSHIP ACADEMY | ||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | NC | GENERAL OPERATING SUPPORT | $1,633,036 |
| MATCH SCHOOL FOUNDATION | ||||||
| 1001 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NC | MATCH TEACHER RESIDENCY PROGRAM& GRADUATE SCHOOL OF EDUCATION | $500,000 |
| MENTOR THE NATIONAL MENTORING PARTNERSHIP | ||||||
| 201 SOUTH STREET 6TH FLOOR | BOSTON | MA | 02111 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| MISSION GRAMMAR SCHOOL | ||||||
| 94 ST ALPHONSUS ST | ROXBURY | MA | 02120 | NC | EARLY CHILDHOOD PROGRAM | $21,298 |
| MY BROTHER'S KEEPER | ||||||
| PO BOX 338 NORTH | BOSTON | MA | 02356 | NC | GENERAL OPERATING SUPPORT | $26,000 |
| NATIONAL COUNCIL ON TEACHER QUALITY | ||||||
| 1420 NEW YORK AVENUE | WASHINGTON DC | DC | 20005 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| NEW ENGLAND CONSERVATORY | ||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NC | CAPITAL CAMPAIGN/ RENOVATIONS & EXPANSION | $500,000 |
| NORTH BENNET STREET SCHOOL | ||||||
| 39 N BENNET STREET | BOSTON | MA | 02113 | NC | CAPITAL CAMPAIGN/ RENOVATIONS & EXPANSION | $500,000 |
| ONE FUND BOSTON | ||||||
| PO BOX 990009 | BOSTON | MA | 02113 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| PAPAL FOUNDATION | ||||||
| 150 MONUMENT ROAD STE 609 | BALA CYNWYD | PA | 19004 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| PARTNERS IN HEALTH | ||||||
| 641 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| PEABODY ESSEX MUSEUM | ||||||
| EAST INDIA SQ | SALEM | MA | 01970 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| PHILANTHROPY ROUNDTABLE | ||||||
| 1150 17TH STREET NW STE 503 | WASHINGTON | DC | 20036 | NC | K-12 EDUCATION PROGRAM | $25,000 |
| PINE STREET INN | ||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NC | GENERAL OPERATING SUPPORT | $1,000 |
| POSSE FOUNDATION | ||||||
| 45 FRANKLIN STREET | BOSTON | MA | 02110 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| PROJECT PLACE | ||||||
| 1145 WASHINGTON STREET | BOSTON | MA | 02118 | NC | GENERAL OPERATING SUPPORT | $1,000 |
| QUINCY CATHOLIC ACADEMY | ||||||
| 370 HANCOCK STREET | QUINCY | MA | 02171 | NC | EARLY CHILDHOOD PROGRAM AND KHAN ACADEMY | $38,347 |
| RAW ART WORKS | ||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NC | CAPITAL CAMPAIGN/ RENOVATIONS & EXPANSION | $150,000 |
| RED SOX FOUNDATION | ||||||
| 4 YAWKEY WAY | BOSTON | MA | 02113 | NC | RED SOX SCHOLARS PROGRAM | $25,000 |
| RENEW INTERNATIONAL | ||||||
| 1232 GEORGE STREET | PLAINFIELD | NJ | 07062 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| ROSIE'S PLACE | ||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NC | GENERAL OPERATING SUPPORT | $1,000 |
| SAINT JOHN SEMINARY | ||||||
| 127 LAKE STREET | BRIGHTON | MA | 02135 | NC | PROGRAM EXPANSION | $150,000 |
| SISTERS OF NOTRE DAME DE NAMUR | ||||||
| 30 JEFFREYS NECK RD | IPSWICH | MA | 01938 | NC | AFRICAN PHOTOVOLTAIC PROJECT | $300,000 |
| SOUTH BOSTON CATHOLIC ACADEMY | ||||||
| 866 EAST BROADWAY | BOSTON | MA | 02127 | NC | EARLY CHILDHOOD PROGRAM | $38,820 |
| SPECIAL OLYMPICS INC | ||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | NC | PROGRAM EXPANSION | $50,000 |
| ST FRANCIS HOUSE | ||||||
| PO BOX 120499 | BOSTON | MA | 02112 | NC | GENERAL OPERATING SUPPORT | $1,000 |
| ST JOHN SCHOOL | ||||||
| 9 MOON STREET | BOSTON | MA | 02113 | NC | EARLY CHILDHOOD PROGRAM | $39,674 |
| ST JOHN THE EVANGELIST | ||||||
| 111 NEW BLACH STREET | BEVERLY | MA | 01915 | NC | LYNCH SCHOLARS PROGRAM | $2,000 |
| ST MARY OF THE HILLS SCHOOL | ||||||
| 250 BROOK ROAD | MILTON | MA | 02186 | NC | KHAN ACADEMY | $46,410 |
| ST MARY'S CENTER FOR WOMEN & CHILDREN | ||||||
| 90 CUSHING AVENUE D | DORCHESTER | MA | 02125 | NC | GENERAL OPERATING SUPPORT | $26,000 |
| ST PIUS V | ||||||
| 28 BOWLER STREET | LYNN | MA | 01904 | NC | LYNCH SCHOLARS PROGRAM | $4,000 |
| ST ROSE SCHOOL | ||||||
| 580 BROADWAY | CHELSEA | MA | 02150 | NC | EARLY CHILDHOOD PROGRAM | $17,797 |
| STOKED MENTORING INC | ||||||
| 40 W 23RD ST FL 6 | NEW YORK | NY | 10010 | NC | PROGRAM EXPANSION | $35,000 |
| SUMMER SEARCH BOSTON | ||||||
| 500 AMORY STREET | JAMAICA PLAINS | MA | 01230 | NC | GENERAL OPERATING SUPPORT | $25,000 |
| TEACH FOR AMERICA | ||||||
| 60 CANAL STREET 3RD | BOSTON | MA | 02114 | NC | GENERAL OPERATING & PROGRAM EXPANSION | $200,000 |
| THE ACHIEVEMENT NETWORK | ||||||
| 225 FRIEND ST STE 7 | BOSTON | MA | 02114 | NC | PROGRAM EXPANSION | $200,000 |
| THE BIOBUILDER EDUCATIONAL FOUNDATION | ||||||
| 77 MASS AVE STE 16- | BOSTON | MA | 02139 | NC | PROGRAM EXPANSION | $20,000 |
| THE ESPLANADE ASSOCIATION | ||||||
| 116 FLANDERS RD STEET | WESTBOROUGH | MA | 01581 | NC | ELIOT MEMORIAL | $25,000 |
| UNLOCKING POTENTIAL INC | ||||||
| 90 CANAL STREET SUITE | BOSTON | MA | 02114 | NC | GENERAL OPERATING SUPPORT | $200,000 |
| USS CONSTITUTION MUSEUM | ||||||
| PO BOX 291812 | BOSTON | MA | 02129 | NC | CAPITAL CAMPAIGN/ENDOWMENT | $100,000 |
| WETA- THE BETTER ANGELS SOCIETY | ||||||
| PO BOX 613 | WALPOLE | NH | 03608 | NC | VIETNAM DOCUMENTARY & PROGRAM EXPANSION | $250,000 |
| WGBH | ||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NC | NOVA | $25,000 |
| WHEELOCK COLLEGE | ||||||
| 55 PILGRIM ROAD BOS | BOSTON | MA | 02215 | NC | BOSTON FAMILY ENGAGEMENT PARTNERSHIP | $246,512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,153,715 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $608,180 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,982,456 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $31,590,636 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,590,636 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT | $17,212 | $0 | $18,127 |
| ACCOUNTING | $24,558 | $0 | $24,448 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $115,798,127 | EOYBookValueAmt |
| EOYFMV | $115,798,127 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PRIVATE EQUITY INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,718,478 | BookValueAmt |
| EOYFMV | $2,718,478 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSE | $1,244 | $0 | $2,317 |
| MEMBERSHIP | $6,104 | $0 | $6,854 |
| OFFICE EXPENSES | $31,195 | $0 | $32,458 |
| EVENT EXPENSE | $154,347 | $0 | $153,957 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $17,519,852 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX | $156,809 | $507,206 |
| ACCRUED FEDERAL EXCISE TAX | $0 | $230,751 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $570,607 | $570,607 | $0 |
| SOFTWARE | $97,462 | $0 | $96,884 |
| OTHER CONSULTANTS | $103,894 | $0 | $91,619 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $967,504 | $0 | $0 |
| FOREIGN TAXES | $1,673 | $1,673 | $0 |
| PAYROLL TAXES | $25,547 | $7,614 | $17,933 |
Comments