THE MENTOR NETWORK CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE MENTOR NETWORK CHARITABLE FOUNDATION INC (EIN 20-4935290)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-02-19
- IRS object ID
- 202620509349100712
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-19T11:31:37-06:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203985546 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON O'CONNOR FERON & CARUCCI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 EDGEWAYER DRIVE SUITE 210 | AddressLine1Txt |
| City | WAKEFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204935290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MENTOR NETWORK CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MENT | BusinessNameControlTxt |
| Phone | 6177904800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BATTERYMARCH PARK | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GINA MARTIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6177904800 | PhoneNum |
| Signature | 2026-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH GISO | PreparerPersonNm |
| PTIN | P00030126 | PTIN |
| Phone | 7819143400 | PhoneNum |
| Preparation | 2026-02-12 | 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 | $640,017 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $13,014 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $23,191 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,191 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,377 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $913,595 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,377 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $81,582 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,568 | 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 | $11,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,604 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,604 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,732 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,136 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,604 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $193,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $193,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $218,136 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,604 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $193,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$136,554 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,964 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,707 | CashBOYAmt |
| Cash EOY | $27,659 | CashEOYAmt |
| Cash EOYFMV | $27,659 | CashEOYFMVAmt |
| Corporate Stock BOY | $364,937 | CorporateStockBOYAmt |
| Corporate Stock EOY | $277,946 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $277,946 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $389,034 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $316,267 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $316,267 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $23,068 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,145 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,145 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $792,746 | TotalAssetsBOYAmt |
| Total Assets EOY | $640,017 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $640,017 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,530 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $10,530 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $782,216 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $640,017 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $782,216 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $640,017 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $792,746 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $640,017 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $782,216 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$136,554 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $645,662 | SubtotalAmt |
| Other Decreases | $5,645 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $640,017 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDELITY INVESTMENTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $913,595 | GrossSalesPriceAmt |
| Cost Or Other Basis | $868,218 | CostOrOtherBasisAmt |
| Gain Or Loss | $45,377 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $45,377 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,377 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $847 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $847 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $847 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $44 | EsPenaltyAmt |
| Tax Due | $891 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | HTTPS://NETWORKCHARITABLEFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | STACY MURPHY | IndividualWithBooksNm |
| Phone | 6177904800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BATTERYMARCH PARK SUITE 103 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WHITNEY SHUFELT | ||||||||
| 1 BATTERYMARCH PARK SUITE 103 | QUINCY | MA | 02169 | FORMER EXEC. DIRECTOR (THROUGH 9/5/25) | 12.00 | $0 | $0 | $0 |
| GINA MARTIN | ||||||||
| 1 BATTERYMARCH PARK SUITE 103 | QUINCY | MA | 02169 | PRESIDENT AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| HEATHER LESOGOR | ||||||||
| 1 BATTERYMARCH PARK SUITE 103 | QUINCY | MA | 02169 | TREASURER AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| NARDA SHUTT | ||||||||
| 1 BATTERYMARCH PARK SUITE 103 | QUINCY | MA | 02169 | ASSISTANT TREASURER AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| JENNIFER NEVILLE | ||||||||
| 1 BATTERYMARCH PARK SUITE 103 | QUINCY | MA | 02169 | CLERK AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| NATASHA HUDSPETH | ||||||||
| 1 BATTERYMARCH PARK SUITE 103 | QUINCY | MA | 02169 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PATRICK PICCININNO | ||||||||
| 1 BATTERYMARCH PARK SUITE 103 | QUINCY | MA | 02169 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $732,926 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,745 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $774,671 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $774,671 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,620 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $763,051 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,153 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,153 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $847 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $847 | TotalTaxAmt |
| Distributable Before Adj | $37,306 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,306 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,306 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $193,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $193,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,306 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $98,577 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $311,864 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $313,897 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $207,447 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $157,605 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,089,390 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $193,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,306 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $155,694 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,245,084 | 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 | $98,577 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,146,507 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $311,864 | ExcessFromYear4Amt |
| Excess From Year3 | $313,897 | ExcessFromYear3Amt |
| Excess From Year2 | $207,447 | ExcessFromYear2Amt |
| Excess From Year1 | $157,605 | ExcessFromYear1Amt |
| Excess From Current Year | $155,694 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GINA MARTIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BATTERYMARCH PARK SUITE 103 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6177904800 | RecipientPhoneNum |
| Recipient Email Address | FOUNDATION@SEVITAHEALTH.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | A REQUEST LETTER WITH SPECIFICS ABOUT USE OF FUNDS, BUDGET, AND AMOUNT REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS. LIMITATIONS OF AMOUNT, NO MORE THAN $50,000. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PERFECT PAR | |||||||
| 29556 MULLANE DR | FARMINGTON HILLS | MI | 48334 | N/A | PC | ENHANCING PERFECT PAIR'S CORE PROGRAM FOR INCREASED IMPACT AND CROSS-GENERATIONAL CONNECTION | $17,000 |
| THE ASSOCIATION FOR SUCCESSFUL PARENTING | |||||||
| 4901 HARFORD RD UNIT 3502 | BALTIMORE | MD | 21214 | N/A | PC | PROVIDING FAMILY SUPPORT FOR PARENTS WITH IDD: EXPANDING AND INDIVIDUAILZING SUPPORT | $30,000 |
| OAK HILL | |||||||
| 120 HOLCOMB ST | HARTFORD | CT | 06112 | N/A | PC | INTERACTIVE EDUCATIONAL SERIES | $26,000 |
| RISE ABOVE FOUNDATION | |||||||
| PO BOX 174 | NORTHBRIDGE | MA | 01534 | N/A | PC | ACTIVITIES FOR YOUTH IN FOSTER CARE | $20,000 |
| NATIONAL INCLUSION PROJECT | |||||||
| PO BOX 110104 | RESEARCH TRIANGLE PARK | NC | 27709 | N/A | PC | SPECIALIST COURSE AND TRAIN THE TRAINER | $35,000 |
| KIDPOWER TEENPOWER FULLPOWER | |||||||
| PO BOX 1212 | SANTA CRUZ | CA | 95061 | N/A | PC | RESILIENCE SKILL-TRAINING FOR UNDESERVED PEOPLE, CAREGIVERS & STAFF | $25,000 |
| BLACK MOUNTAIN HOME FOR CHILDREN | |||||||
| 80 LAKE EDEN RD | BLACK MOUNTAIN | NC | 28711 | N/A | PC | GENERAL OPERATIONS FOR EXEMPT PURPOSE | $2,500 |
| COMMUNITY FOOD BANK INC | |||||||
| 3003 SOUTH COUNTRY CLUB ROAD | TUCSON | AZ | 85713 | N/A | PC | GENERAL OPERATIONS FOR EXEMPT PURPOSE | $1,250 |
| WILLMAR FIRE DEPARTMENT | |||||||
| 515 2ND ST SW | WILLMAR | MN | 56201 | N/A | PC | GENERAL OPERATIONS FOR EXEMPT PURPOSE | $5,000 |
| SPECIAL OLYMPICS MINNESOTA | |||||||
| 900 2ND AVE S STE 300 | MINNEAPOLIS | MN | 55402 | N/A | PC | GENERAL OPERATIONS FOR EXEMPT PURPOSE | $5,000 |
| AMERICAN HERAT ASSOC CO SOUTHERN ARIZONA | |||||||
| 1910 WEST UNIVERSITY DR SUITE 205 | TEMPE | AZ | 85281 | N/A | PC | GENERAL OPERATIONS FOR EXEMPT PURPOSE | $1,250 |
| HUMANE SOCIETY OF KANDIYOHI COUNTY | |||||||
| 250 28TH ST SW PO BOX 709 | WILLMAR | MN | 56201 | N/A | PC | GENERAL OPERATIONS FOR EXEMPT PURPOSE | $2,500 |
| PAHRUMP DISABILITY OUTREACH PROGRAM | |||||||
| PO BOX 2418 | PAHRUMP | NV | 89041 | N/A | PC | GENERAL OPERATIONS FOR EXEMPT PURPOSE | $2,500 |
| CEDAR RAPIDS BMX | |||||||
| 10401 HORSESHOE LAKE ROAD | TODDVILLE | IA | 52341 | N/A | PC | GENERAL OPERATIONS FOR EXEMPT PURPOSE | $2,500 |
| TIM'S CLUB | |||||||
| PO BOX 65533 | WEST DES MOINES | IA | 50265 | N/A | PC | GENERAL OPERATIONS FOR EXEMPT PURPOSE | $2,500 |
| CASA OF SONOMA COUNTY | |||||||
| PO BOX 1418 | KENWOOD | CA | 95452 | N/A | PC | GENERAL OPERATIONS FOR EXEMPT PURPOSE | $2,500 |
| PALS PROGRAM | |||||||
| 4965 GRUNDY WAY | DOYLESTOWN | PA | 18902 | N/A | PC | GENERAL OPERATIONS FOR EXEMPT PURPOSE | $2,500 |
| UNITED CARING SHELTERS | |||||||
| PO BOX 1071 | EVANSVILLE | IN | 47706 | N/A | PC | GENERAL OPERATIONS FOR EXEMPT PURPOSE | $2,500 |
| PLAYER'S PHILANTHROPY FUND LONG LIVE | |||||||
| 1122 KENILWORTH DRIVE SUITE 201 | TOWSON | MD | 21204 | N/A | PC | GENERAL OPERATIONS FOR EXEMPT PURPOSE | $2,500 |
| STRONGER THAN HOPE | |||||||
| 339 LA MONTAGNA STREET | POCATELLO | ID | 83201 | N/A | PC | GENERAL OPERATIONS FOR EXEMPT PURPOSE | $2,500 |
| GEORGIA CYCLING ASSOCIATION | |||||||
| 931 EAST MAIN ST SUITE A | BLUE RIDGE | GA | 30513 | N/A | PC | GENERAL OPERATIONS FOR EXEMPT PURPOSE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $193,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,191 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,377 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $68,568 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,568 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEVITA | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6600 FRANCE AVENUE SOUTH SUITE 350 | AddressLine1Txt |
| City | EDINA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55435 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $13,014 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $316,267 | EOYBookValueAmt |
| EOYFMV | $316,267 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $277,946 | EOYBookValueAmt |
| EOYFMV | $277,946 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCHANGE TRADED FUNDS | AT COST | $12,194 | $12,194 |
| MONEY MARKET FUNDS | AT COST | $5,951 | $5,951 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $5,645 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,078 | $0 | $0 |
| BANK FEES | $2,060 | $0 | $0 |
| MISC. GRANT ADMINISTRATION FEES | $594 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $7,604 | Amt |
| Net Investment Income | $7,604 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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