THEODORE EDSON PARKER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THEODORE EDSON PARKER FOUNDATION (EIN 04-6036092)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-03
- IRS object ID
- 201441849349100004
- 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 Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-03T11:00:39-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042917204 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSTISS & CO PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 WESTFORD STREET | AddressLine1 |
| City | LOWELL | City |
| State | MA | State |
| ZIP Code | 01851 | 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 | 046036092 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THEODORE EDSON PARKER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THEO | BusinessNameControlTxt |
| Phone | 6173991852 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 SUMMER STREET NO 8TH FL | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DJ DONAHUE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6173991852 | PhoneNum |
| Signature | 2014-07-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD B DIONNE | PreparerPersonNm |
| PTIN | P00142882 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2014-05-07 | 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 | $25,511,768 | 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 | $600,498 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $600,498 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $216,419 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $218,749 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $216,419 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $124,926 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $263,131 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $941,843 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,080,048 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $57,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $37,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $144,939 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,404 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $127,535 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,656 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29,656 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $157,633 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $157,633 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $394,153 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $224,293 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $164,935 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $978,449 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $978,449 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,372,602 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $224,293 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,143,384 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$430,759 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $855,755 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $69,900 | CashBOYAmt |
| Cash EOY | $3,438 | CashEOYAmt |
| Cash EOYFMV | $3,438 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $408,373 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $177,514 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $177,514 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,956,616 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,665,536 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,665,536 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,670,830 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,645,280 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,645,280 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $20,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $20,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,105,719 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,511,768 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,511,768 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $10,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,500 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $23,095,719 | UnrestrictedBOYAmt |
| Unrestricted EOY | $25,504,268 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,095,719 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,504,268 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,105,719 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,511,768 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,095,719 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$430,759 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,060,137 | OtherIncreasesAmt |
| Subtotal | $25,725,097 | SubtotalAmt |
| Other Decreases | $220,829 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,504,268 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| OTHER | P | 2012-01-01 | 2013-12-31 | $189 | $189 | $189 |
| PARTNERSHIP K-1 LOSS | P | 2005-01-01 | 2013-12-31 | -$2,330 | -$2,330 | |
| KINDER-DISTRIBUTIONS IN EXCESS OF BASIS | P | 2005-01-01 | 2013-12-31 | $120,980 | $120,980 | $120,980 |
| ONEOK-DISTRIBUTIONS IN EXCESS OF BASIS | P | 2005-01-01 | 2013-12-31 | $97,580 | $97,580 | $97,580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $216,419 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,040,538 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $22,549,166 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046145 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,155,468 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,894,574 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052774 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,089,517 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,256,618 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053786 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $738,839 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,025,794 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040988 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,014,690 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,559,007 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049355 | DistributionYr5Rt |
| Total Distribution | 0.243048 | TotalDistributionRt |
| Average Distribution | 0.048610 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $24,402,682 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,186,214 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,558 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,194,772 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,163,384 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,115 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,115 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,115 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $19,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $55 | EsPenaltyAmt |
| Overpayment | $1,830 | OverpaymentAmt |
| Applied To ES Tax | $1,830 | 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 | PARKERFOUNDATIONGMAFOUNDATIONS.COM | WebsiteAddressTxt |
| Individual With Books | DJ DONAHUE | IndividualWithBooksNm |
| Phone | 6173991852 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 SUMMER STREET 8TH FLOOR | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREW C BAILEY ESQ | ||||||||
| 77 SUMMER STREET 8TH FLOOR | BOSTON | MA | 021101006 | TREASURER & CLERK, TRUSTEE | 2.00 | $13,000 | $0 | $0 |
| KAREN CARPENTER | ||||||||
| 77 SUMMER STREET 8TH FLOOR | BOSTON | MA | 021101006 | TRUSTEE | 2.00 | $10,000 | $0 | $0 |
| NEWELL FLATHER | ||||||||
| 77 SUMMER STREET 8TH FLOOR | BOSTON | MA | 021101006 | PRESIDENT, TRUSTEE | 6.00 | $13,000 | $0 | $0 |
| SOPHY THEAM | ||||||||
| 77 SUMMER STREET 8TH FLOOR | BOSTON | MA | 021101006 | TRUSTEE | 3.00 | $10,000 | $0 | $0 |
| DJ DONAHUE | ||||||||
| 77 SUMMER STREET 8TH FLOOR | BOSTON | MA | 021101006 | TRUSTEE | 4.00 | $10,000 | $0 | $0 |
| LUIS PEDROSO | ||||||||
| 77 SUMMER STREET 8TH FLOOR | BOSTON | MA | 021101006 | SENIOR ADVISOR | 1.00 | $1,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GMA FOUNDATIONS | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 SUMMER STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADMINISTORS GRANTS | ServiceTypeTxt |
| Compensation | $121,679 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | VARIOUS CHARITABLE GRANTS MADE TO 36 DIFFERENT ORGANIZATIONS | Description1Txt |
| Expenses1 | $958,449 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LOAN TO WISH PROJECT | Description1Txt |
| Expenses1 | $20,000 | Expenses1Amt |
| Total | $20,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,406,189 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $368,107 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,774,296 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,774,296 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $371,614 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,402,682 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,220,134 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,220,134 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,115 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,115 | TotalTaxAmt |
| Distributable Before Adj | $1,203,019 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,203,019 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,203,019 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,143,384 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $20,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,163,384 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,163,384 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,203,019 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $82,529 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $75,941 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $158,470 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,163,384 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,163,384 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $39,635 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $39,635 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $118,835 | 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 | $118,835 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $42,894 | ExcessFromYear3Amt |
| Excess From Year2 | $75,941 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PHILIP HALL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 SUMMER STREET 8TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174267080 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS ARE ENCOURAGED TO APPLY ONLINE AT HTTP://PARKERFOUNDATION.GMAFOUNDATIONS.COM. ALL PROPOSALS SHOULD INCLUDE A SHORT DESCRIPTION OF THE PURPOSES, PROGRAMS, AND HISTORY OF THE ORGANIZATION, A DESCRIPTION OF THE PROJECT FOR WHICH FINANCIAL ASSISTANCE IS REQUESTED, THE AMOUNT DESIRED, AND PLANS FOR CONTINUATION OF THE PROJECT AFTER PARKER'S FUNDING HAS ENDED. INCLUDE A LIST OF BOARD MEMBERS, WITH AN INDICATION OF THEIR ORGANIZATIONAL AFFILIATIONS, SPECIAL SKILLS, AND LINKS TO THE COMMUNITY,A COMPLETED DIVERSITY FORM DETAILING RACIAL AND ETHNIC COMPOSITIONS OF BOARD, STAFF, AND CONSTITUENTS,A COPY OF THE ORGANIZATIONS MOST RECENT AUDITED FINANCIAL STATEMENTS,A COPY OF THE MOST RECENT IRS FORM 990, WITH ALL ATTACHMENTS AND SCHEDULES,A CURRENT ORGANIZATIONAL BUDGET, INCLUDING PROJECTED INCOME AND EXPENDITURES,BIO STATEMENTS OR RESUMES OF KEY PROJECT STAFF AND A PROJECT BUDGET. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROPOSAL DEADLINES ARE JANUARY 15, MAY 15, WHICH CORRESPOND TO TRUSTEE MEETINGS | SubmissionDeadlinesTxt |
| Restrictions On Awards | TRUSTEES DO NOT USUALLY AWARD FUNDS FOR THE OPERATING EXPENSES OF CHARITABLE ORGANIZATIONS, FOR ENDOWMENT, OR TO FUND DEFICITS. GRANTS ARE RESTRICTED TO ORGANIZATIONS THAT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE CLASSIFIED AS "NOT A PRIVATE FOUNDATION" UNDER SECTION 509(A). NO AWARDS ARE MADE TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS OF EASTERN MASSACHUSETTS | |||||||
| 139 MAIN STREET | CAMBRIDGE | MA | 02142 | NA | PUBLIC CHARITY | TO BUILD THE ORGANIZATION'S VOLUNTEER CONSTITUENCY IN LOWELL | $5,000 |
| ARTS LEAGUE OF LOWELL | |||||||
| 269 DUTTON STREET | LOWELL | MA | 01852 | NA | PUBLIC CHARITY | SUPPORT FOR RENOVATIONS AND OTHER EXPENSES ASSOCIATED WITH THE ORGANIZATION'S MOVE TO A NEW ARTS GALLERY IN THE GATES BUILING IN DOWNTOWN LOWELL | $25,000 |
| ASIAN TASK FORCE AGAINST DOMESTIC VIOLENCE | |||||||
| PO BOX 120108 | BOSTON | MA | 02460 | NA | PUBLIC CHARITY | SUPPORT FOR THE STAFFING COSTS AT THE AGENCY'S LOWELL OFFICE | $30,000 |
| ASSOCIATED GRANT MAKERS INC | |||||||
| 133 FEDERAL STREET STE 802 | BOSTON | MA | 02108 | NA | PUBLIC CHARITY | MEMBERSHIP SUPPORT | $5,450 |
| CAMBODIAN MUTUAL ASSISTANCE ASSOCIATION OF GREATER LOWELL | |||||||
| 1 BARTLETT STREET | LOWELL | MA | 01854 | NA | PUBLIC CHARITY | SUPPORT TOWARD THE SALARY OF A NEW DEPUTY DIRECTOR POSITION | $40,000 |
| CAMBODIAN MUTUAL ASSISTANCE ASSOCIATION OF GREATER LOWELL (FBO SAYDANAR C | |||||||
| 1 BARTLETT STREET | LOWELL | MA | 01854 | NA | PUBLIC CHARITY | SUPPORT FOR A NEW PART-TIME COODINATOR POSITION | $15,000 |
| CATIE'S CLOSET | |||||||
| 206 JACKSON STREET | LOWELL | MA | 01854 | NA | PUBLIC CHARITY | FOR WORK TO PROVIDE CLOTHING AND TRANSPORTATION FOR LOW-INCOME AND HOMELESS YOUTH ATTENDING THE LOWELL PUBLIC SCHOOLS | $25,000 |
| CHRIST CHURCH UNITED IN LOWELL | |||||||
| 18 TREMONT STREET SUITE 1120 | BOSTON | MA | 02108 | NA | PUBLIC CHARITY | EMERGENCY FINANCIAL SUPPORT FOR LOWELL RESIDENTS AND FOR PARISHIONERS | $20,000 |
| COALITION FOR A BETTER ACRE | |||||||
| 517 MOODY STREET 3RD FL | LOWELL | MA | 01854 | NA | PUBLIC CHARITY | STARTUP SUPPORT FOR A COMMUNITY TIME BANK IN LOWELL AND THE GREATER MERRIMACK VALLEY | $25,000 |
| COUNCIL ON FOUNDATIONS | |||||||
| 44 SCHOOL STREET STE 1010 | BOSTON | MA | 02119 | NA | PUBLIC CHARITY | MEMBERSHIP SUPPORT | $2,499 |
| DISCOVERY MUSEUMS | |||||||
| 177 MAIN STREET | ACTON | MA | 01720 | NA | PUBLIC CHARITY | FOR A PRE-KINDERGARTEN STEAM (SCIENCE, TECHNOLOGY ENGINEERING, ARTS, MATH) COMPONENT IN PARTNERSHIP WITH ACRE FAMILY CHILD CARE IN LOWELL | $20,000 |
| GIRLS INCORPORATED OF GREATER LOWELL | |||||||
| 220 WORTHEN STREET | LOWELL | MA | 01852 | NA | PUBLIC CHARITY | CAPITAL IMPROVEMENTS TO THE ORGANIZATION'S BACKYARD SPACE | $20,000 |
| GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES | |||||||
| PO BOX 1100 | SEBASTOPOL | CA | 95473 | NA | PUBLIC CHARITY | MEMBERSHIP SUPPORT | $500 |
| HABITAT FOR HUMANITY OF GREATER LOWELL | |||||||
| 124 MAIN STREET | WESTFORD | MA | 01886 | NA | PUBLIC CHARITY | SUPPORT FOR TWO NEW AFFORDABLE HOUSING PROJECTS LOCATED IN THE ACRE NEIGHBORHOOD OF LOWELL | $30,000 |
| JERICHO ROAD PROJECT | |||||||
| 20 LEXINGTON STREET | CONCORD | MA | 01742 | NA | PUBLIC CHARITY | IN SUPPORT OF EFFORT TO INCREASE BOARD DIVERSITY AMONG PARTICIPATING NONPROFIT ORGANIZATIONS IN LOWELL | $15,000 |
| JFY NETWORKS | |||||||
| 120 CROSS STREET | LOWELL | MA | 01854 | NA | PUBLIC CHARITY | SUPPORT TRAINING ON THE ACCUPLACER PLACEMENT TEST FOR JUNIORS AND SENIORS AT LOWELL HIGH SCHOOL | $40,000 |
| JUNIOR ACHIEVEMENT OF NORTHERN NEW ENGLAND | |||||||
| 400 FIFTH AVENUE SUITE 300 | WALTHAM | MA | 02451 | NA | PUBLIC CHARITY | FOR SKILLS TO ACHIEVE PROGRAM AT LOWELL HIGH SCHOOL, PROVIDING EXPOSURE FOR STUDENTS TO BUSINESS SETTINGS AND CAREER OPTIONS WITHIN GREATER BOSTON | $5,000 |
| LOWELL ART ASSOCIATION INC DBA THE WHISTLER HOUSE MUSEUM OF ART | |||||||
| 243 WORTHEN STREET | LOWELL | MA | 01852 | NA | PUBLIC CHARITY | FOR RESTORATION TO THE WHISTLER HOUSE AND FOR NEW SUMMER ART PROGRAM SERVING YOUTH IN LOWELL | $25,000 |
| LOWELL COMMUNITY CHARTER PUBLIC SCHOOL FRIENDS INC | |||||||
| 97 CENTRAL STREET | LOWELL | MA | 01852 | NA | PUBLIC CHARITY | SUPPORT FOR A NEW COMPUTER LAB FOR THE SCHOOL | $30,000 |
| LOWELL COMMUNITY HEALTH CENTER INC | |||||||
| 161 JACKSON STREET | LOWELL | MA | 01852 | NA | PUBLIC CHARITY | CONTINUED CAPITAL SUPPORT FOR A NEW HEALTH FACILITY IN LOWELL. | $140,000 |
| LOWELL HOUSE INC | |||||||
| 555 MERRIMACK STREET | LOWELL | MA | 01854 | NA | PUBLIC CHARITY | SUPPORT FOR AUOTMATED RECORDKEEPING AND OTHER IMPROVED ADMINISTRATIVE PROCEDURES FOR AMBULATORY CARE PROGRAMS | $35,000 |
| LOWELL HUMANE SOCIETY | |||||||
| 951 BROADWAY STREET | LOWELL | MA | 01854 | NA | PUBLIC CHARITY | SUPPORT TOWARD THE PURCHASE OF A NEW HEATING AND COOLING SYSTEM | $15,000 |
| LOWELL TRANSITIONAL LIVING CENTER INC | |||||||
| 205-209 MIDDLESEX STREET | LOWELL | MA | 01852 | NA | PUBLIC CHARITY | TOWARD THE SALARY OF A DEVELOPMENT DIRECTOR | $15,000 |
| MASSACHUSETTS INSTITUTE FOR A NEW COMMONWEALTH INC | |||||||
| 18 TREMONT STREET | BOSTON | MA | 02108 | NA | PUBLIC CHARITY | SUPPORT FOR GATEWAY CITIES EDUCATION INITATIVE | $20,000 |
| MENTAL HEALTH ASSOCIATION OF GREATER LOWELL INC | |||||||
| 99 CHURCH STREET | LOWELL | MA | 01852 | NA | PUBLIC CHARITY | SUPPORT FOR FEDERALLY MANDATED CONVERSION TO AN ELECTRONIC MEDICAL RECORD SYSTEM | $25,000 |
| MERRIMACK RIVER WATERSHED COUNCIL INC | |||||||
| 60 ISLAND STREET SUITE 211E | LAWRENCE | MA | 01840 | NA | PUBLIC CHARITY | FOR GENERAL OPERATING SUPPORT AND FOR A COMMUNITY OUTREACH EFFORT LINKING VARIOUS YOUTH CONSTITUENCIES IN LOWELL AND ELSEWHERE ALONG THE MERRIMACK VALLEY | $35,000 |
| PARTNERS HEALTHCARE SYSTEMS INC FBO MASSACHUSETTS GENERAL HOSPITAL GLOB | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NA | PUBLIC CHARITY | SUPPORT FOR MENTAL HEALTH TRAINING AND OUTREACH PROGRAM FOR AFRICAN IMMIGRANTS, IN PARTNERSHIP WITH CHRIST JUBILEE INTERNATIONAL MINISTRIES | $25,000 |
| PLUMMER HOME FOR BOYS | |||||||
| 37 WINTER ISLAND ROAD | SALEM | MA | 01970 | NA | PUBLIC CHARITY | IN TRANSITIONAL SUPPORT FOR THE ORGANIZATION AND ITS FOSTER CARE PROGRAM, WHICH SERVES AS THE SUCCESSOR TO CASEY FAMILY SERVICES IN LOWELL | $35,000 |
| PROPRIETORS OF THE LOWELL CEMETERY | |||||||
| 77 KNAPP AVENUE | LOWELL | MA | 01852 | NA | PUBLIC CHARITY | TOWARDS ROOF RESTORATION FOR THE HISTORIC CEMETERY'S 1887 LAWRENCE STREET GATEHOUSE | $20,000 |
| RAISING A READER MASSACHUSETTS INC | |||||||
| 149 PLEASANT STREET | DRACUT | MA | 01826 | NA | PUBLIC CHARITY | SUPPORT FOR EARLY LITERACY PROGRAMS FOR FAMILIES IN LOWELL | $20,000 |
| TRUSTEES OF BOSTON UNIVERSITY INSTITUTE FOR NONPROFIT MANAGEMENT | |||||||
| 595 COMMONWEALTH AVENUE SUITE 700 | BOSTON | MA | 02215 | NA | PUBLIC CHARITY | TO PROVIDE FLEXIBLE SCHOLARSHIPS FOR MANAGEMENT STAFF FROM NONPROFITS IN LOWELL, WITH A SPECIAL EMPHASIS ON DIVERSITY | $15,000 |
| UNITED TEEN EQUALITY CENTER | |||||||
| 34 HURD STREET | LOWELL | MA | 01852 | NA | PUBLIC CHARITY | FOR A NEW SOCIAL ENTERPRISES PROGRAM PROVIDING WORKFORCE TRAINING FOR HIGH-RISK YOUTH | $75,000 |
| UNITED WAY OF MASSACHUSETTS BAY AND THE MERRIMACK VALLEY INC | |||||||
| 951 BROADWAY STREET | LOWELL | MA | 01854 | NA | PUBLIC CHARITY | FOR RELOCATION COSTS ASSOCIATED WITH AN OFFICE MOVE TO DOWNTOWN LOWELL | $25,000 |
| UNIVERSITY OF MASSACHUSETTS FOUNDATION FBO UNIVERSITY OF MASSACHUSETTS LO | |||||||
| 1 UNIVERSITY AVENUE | LOWELL | MA | 01854 | NA | PUBLIC CHARITY | STARTUP SUPPORT FOR DATACOMMON FOR LOWELL | $25,000 |
| UNIVERSITY OF MASSACHUSETTS FOUNDATION FBO UNIVERSITY OF MASSACHUSETTS LO | |||||||
| SOLOMONT WAY | LOWELL | MA | 01854 | NA | PUBLIC CHARITY | SUPPORT FOR UTEACH PROGRAM AT ROBINSON AND STOKLOSA SCHOOLS IN LOWELL, TO PROVIDE MATH TUTORING TO MIDDLE SCHOOL STUDENTS | $30,000 |
| YWCA OF LOWELL FBO MILL CITY GROWS CMAA | |||||||
| 120 CROSS STREET | LOWELL | MA | 01852 | NA | PUBLIC CHARITY | STARTUP SUPPORT FOR MILL CITY GROWS' COMMUNITY GARDENING, FOOD PROVISION AND EDUCATION PROGRAM IN LOWELL | $25,000 |
| WISH PROJECT INC | |||||||
| 1A FOUNDRY STREET | LOWELL | MA | 01852 | NA | PUBLIC CHARITY | AS A NO-INTEREST LOAN IN SUPPORT OF THE ORGANIZATION'S NEW MATTRESS RECYCLING PROGRAM. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $978,449 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $600,498 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $216,419 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| ROYALTY INCOME | 15 | $263,131 | ||
| UBI FROM INVESTMENT PARTNERSHIPS | 523000 | -$138,205 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$138,205 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $863,629 | ExclusionAmt |
| Related Or Exempt Function Incm | $216,419 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $941,843 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | THE GAIN RESULTED FROM THE SALE OF INVESTMENTS CONTRIBUTED TO |
| 8 | PROVIDING EFFECTIVE GRANTS THAT BENEFIT THE CITY OF LOWELL AND |
| 8 | ITS RESIDENTS |
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 | LEGAL AND ACCOUNTING | CategoryTxt |
| Amt | $4,925 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES | StockNm |
| EOY Book Value | $21,665,536 | EOYBookValueAmt |
| EOYFMV | $21,665,536 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS IN LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $3,645,280 | BookValueAmt |
| EOYFMV | $3,645,280 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM-RELATED INVESTMENT | Desc |
| EOY Book Value | $20,000 | EOYBookValueAmt |
| EOYFMV | $20,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| K-1 CAPITAL GAIN ON DISTRIBUTIONS | $218,560 |
| K-1 FLOW THRU GAINS, INT AND DIV. | $2,269 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ROYALTY RELATED EXPENSES | $154,641 | $154,641 | $0 | $0 |
| MISCELLANEOUS | $2,992 | $2,992 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME | $263,131 | $263,131 | $0 |
| UBI FROM INVESTMENT PARTNERSHIPS | -$138,205 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN / LOSS | $2,683,372 |
| K-1 FLOW THRU LOSS | $138,205 |
| K-1 PARTNERSHIP DISTRIBUTIONS | $218,560 |
| PROGRAM RELATED INVESTMENT RECOGNIZED AS A DISTRIBUTION | $20,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GRANT MAKING EXPENSE | $121,679 | $0 | $0 | $121,679 |
| INVESTMENT ADVISORY FEES | $13,500 | $13,500 | $0 | $0 |
| BANK ADMINISTRATIVE EXPENSE | $9,760 | $3,904 | $0 | $5,856 |
| $0 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $5,820 | $5,820 | $0 | $0 |
| FEDERAL 990PF EXCISE TAX | $23,836 | $23,836 | $0 | $0 |