THE 8-3 FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE 8-3 FOUNDATION (EIN 87-3961541)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-28
- IRS object ID
- 202602099349100605
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- 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 | 2026-07-28T09:43:35-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 SOUTH ORANGE AVENUE SUITE 900 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873961541 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE 83 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 8-3F | BusinessNameControlTxt |
| Phone | 7812575272 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 234 TOWER ROAD | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01773 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE A WOLF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7812575272 | PhoneNum |
| Signature | 2026-07-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LACEY M QUATSOE | PreparerPersonNm |
| PTIN | P01300865 | PTIN |
| Phone | 6177170831 | PhoneNum |
| Preparation | 2026-07-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,313,263 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $149 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $149 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $92,817 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,547 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$85,677 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,162,602 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$5,301 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$5,301 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,988 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,395 | 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 | $41,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,519 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,719 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,296 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,896 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $320 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $320 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $106,385 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,240 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,745 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $949,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $949,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,055,385 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,240 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $987,745 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,053,397 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,155 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $308,743 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $140,200 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $140,200 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,067,371 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,173,063 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,173,063 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $459,216 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,835,330 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,313,263 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,313,263 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,835,330 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,313,263 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,835,330 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,313,263 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,835,330 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,313,263 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,835,330 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,053,397 | ExcessRevenueOverExpensesAmt |
| Other Increases | $531,330 | OtherIncreasesAmt |
| Subtotal | $4,313,263 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,313,263 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,786,936 | $1,775,819 | $11,117 | $11,117 | |
| CAPITAL GAIN DISTRIBUTIONS | P | $51 | $51 | $51 | ||
| VECTOR K-1 GAINS | P | $31,441 | $31,441 | 2025-12-31 | ||
| VECTOR K-1 FINAL YEAR LOSS | P | $375,615 | $503,901 | -$128,286 | -$128,286 | 2025-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$85,677 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $586 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $586 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $586 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,919 | 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 | $5,919 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,333 | OverpaymentAmt |
| Applied To ES Tax | $5,333 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JULIE A WOLF | IndividualWithBooksNm |
| Phone | 7812575272 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 234 TOWER ROAD | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01773 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE A WOLF | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 234 TOWER ROAD | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01773 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,075,943 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $287,264 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,363,207 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,363,207 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,448 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,297,759 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $214,888 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $214,888 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $586 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $586 | TotalTaxAmt |
| Distributable Before Adj | $214,302 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $214,302 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $214,302 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $987,745 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $987,745 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $214,302 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $164,863 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $244,962 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $332,682 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $742,507 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $987,745 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $214,302 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $773,443 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,515,950 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,515,950 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $164,863 | ExcessFromYear3Amt |
| Excess From Year2 | $244,962 | ExcessFromYear2Amt |
| Excess From Year1 | $332,682 | ExcessFromYear1Amt |
| Excess From Current Year | $773,443 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JULIE A WOLF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MAINE ORGANIC FARMERS AND GARDENERS ASSOCIATION (MOFGA) | ||||||
| PO BOX 170 | UNITY | ME | 04988 | PC | CHARITABLE OPERATIONS | $1,000 |
| FREEDOM SERVICE DOGS | ||||||
| 7193 S DILLON COURT | ENGLEWOOD | CO | 80112 | PC | CHARITABLE OPERATIONS | $3,000 |
| CLEAR PATH FOR VETERANS NEW ENGLAND | ||||||
| 84 ANTIETAM ST | DEVENS | MA | 01434 | PC | CHARITABLE OPERATIONS | $5,000 |
| NEW ENGLAND ENGLISH SPRINGER SPANIEL RESCUE (NEESSR) | ||||||
| PO BOX 407 | ASHLAND | MA | 01721 | PC | CHARITABLE OPERATIONS | $5,000 |
| PUPPIES BEHIND BARS | ||||||
| 263 W 38TH ST | NEW YORK | NY | 10018 | PC | CHARITABLE OPERATIONS | $8,000 |
| BRIGHAM AND WOMEN'S HOSPITAL INC | ||||||
| 399 REVOLUTION DR | SOMERVILLE | MA | 02145 | PC | CHARITABLE OPERATIONS | $10,000 |
| GLEN HIGHLAND BORDER COLLIE RESCUE | ||||||
| 6699 FOX CENTRE PKWY STE 434 | GLOUCESTER | VA | 23061 | PC | CHARITABLE OPERATIONS | $10,000 |
| BLUE PATH SERVICE DOGS | ||||||
| 8 COUNTRY CLUB RD | HOPEWELL JUNCTION | NY | 12533 | PC | CHARITABLE OPERATIONS | $12,000 |
| CONSERVATION LAW FOUNDATION (CLF) | ||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | PC | CHARITABLE OPERATIONS | $100,000 |
| MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||
| 350 S HUNTINGTON AVE | BOSOTON | MA | 02130 | PC | CHARITABLE OPERATIONS | $120,000 |
| MORRIS ANIMAL FOUNDATION (MAF) | ||||||
| 720 SOUTH COLORADO BLVD | DENVER | CO | 80246 | PC | CHARITABLE OPERATIONS | $200,000 |
| NEADS WORLD CLASS SERVICE DOGS | ||||||
| 305 REDEMPTION ROCK TRAIL | PRINCETON | MA | 01541 | PC | CHARITABLE OPERATIONS | $470,000 |
| SEVA FOUNDATION | ||||||
| 1786 FIFTH ST | BERKELEY | CA | 94710 | PC | CHARITABLE OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $949,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $149 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,817 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$85,677 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP LOSS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$5,301 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,988 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,988 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREP FEES | CategoryTxt |
| Amt | $41,250 | Amt |
| Net Investment Income | $20,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,625 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (150 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACADIA HEALTHCARE CO INC | $2,566 | $2,566 |
| ADVANCED ENERGY INDS INC | $20,937 | $20,937 |
| AEROVIRONMENT INC | $11,369 | $11,369 |
| ALKAMI TECHNOLOGY INC | $11,535 | $11,535 |
| AMERIS BANCORP | $11,512 | $11,512 |
| APPFOLIO INC | $12,796 | $12,796 |
| APPLIED INDL TECHNOLOGIE | $18,487 | $18,487 |
| ARCUTIS BIOTHERAPEUTICS | $12,807 | $12,807 |
| ARTIVION INC | $15,964 | $15,964 |
| ATRICURE INC | $15,626 | $15,626 |
| AVIENT CORP | $10,934 | $10,934 |
| AZENTA INC | $9,911 | $9,911 |
| BALCHEM CORP | $12,882 | $12,882 |
| BELLRING BRANDS INC | $4,544 | $4,544 |
| BIOCRYST PHARMACEUTICALS | $13,026 | $13,026 |
| BOWHEAD SPECIALTY HLDGS | $9,561 | $9,561 |
| BRIDGEBIO PHARMA INC | $16,063 | $16,063 |
| CADRE HLDGS INC | $13,681 | $13,681 |
| CHURCHILL DOWNS INC | $11,378 | $11,378 |
| COMMVAULT SYS INC | $15,670 | $15,670 |
| CREDO TECHNOLOGY GROUP F | $20,145 | $20,145 |
| CRINETICS PHARMACEUTICAL | $15,362 | $15,362 |
| CSW INDUSTRIALS INC | $13,209 | $13,209 |
| DESCARTES SYS GROUP IN F | $11,571 | $11,571 |
| DORMAN PRODS INC | $9,239 | $9,239 |
| ENERGENTIC TOOL GROUP CORP | $14,034 | $14,034 |
| FIRST WATCH RESTAURANT G | $3,770 | $3,770 |
| FTAI AVIATION LTD | $22,638 | $22,638 |
| GATES INDL CORP PLC | $18,357 | $18,357 |
| GLACIER BANCORP INC NEW | $10,132 | $10,132 |
| GLOBUS MED INC | $15,279 | $15,279 |
| GRAND CANYON ED INC | $28,439 | $28,439 |
| GULFPORT ENERGY CORP EQU | $10,400 | $10,400 |
| HALOZYME THERAPEUTICCS IN | $9,422 | $9,422 |
| HEALTHEQUITY INC | $12,825 | $12,825 |
| HILLMAN SOLUTION CORP | $8,660 | $8,660 |
| HOULIHAN LOKEY INC | $20,554 | $20,554 |
| INTAPP INC | $21,765 | $21,765 |
| INTERFACE INC | $20,940 | $20,940 |
| IONIS PHARMACEUTICALS IN | $18,195 | $18,195 |
| IONQ INC | $3,590 | $3,590 |
| KRYSTAL BIOTECH INC | $15,285 | $15,285 |
| LEGENCE CORP | $11,750 | $11,750 |
| LITHIA MTRS INC | $15,952 | $15,952 |
| LUMENTUM HLDGS INC | $33,173 | $33,173 |
| MACOM TECHNOLOGY SOLUTIO | $35,969 | $35,969 |
| MAGNOLIA OIL & GAS CORP | $11,273 | $11,273 |
| MATADOR RES CO | $8,276 | $8,276 |
| MEDPACE HLDGS INC | $11,795 | $11,795 |
| MOOG INC | $18,266 | $18,266 |
| NEOGENOMICS INC | $16,170 | $16,170 |
| NOVANTA INC | $17,254 | $17,254 |
| OXFORD INDS INC | $2,804 | $2,804 |
| PAR TECHNOLOGY CORP | $8,707 | $8,707 |
| PHATHOM PHARMACEUTICALS | $18,498 | $18,498 |
| PINNACLE FINL PARTNER I | $8,301 | $8,301 |
| PJT PARTNERS INC | $23,408 | $23,408 |
| POWELL INDS INC | $11,157 | $11,157 |
| QUAKER HOUGHTON | $9,337 | $9,337 |
| RBC BEARINGS INC | $24,664 | $24,664 |
| REVOLVE GROUP INC | $11,321 | $11,321 |
| SCHNEIDER NATL INC | $7,163 | $7,163 |
| SEMTECH CORP | $18,422 | $18,422 |
| SITEONE LANDSCAPE SUPPLY | $14,200 | $14,200 |
| SKYWARD SPECIALTY INS GR | $8,944 | $8,944 |
| SOLARIS ENERGY INFRSTR | $12,136 | $12,136 |
| SPX TECHNOLOGIES INC | $34,010 | $34,010 |
| STERLING INFRASTRUCTURE | $18,374 | $18,374 |
| STIFEL FINL CORP | $15,653 | $15,653 |
| SUPERNUS PHARMACEUTICALS | $17,494 | $17,494 |
| TOPBUILD CORP | $16,270 | $16,270 |
| TRAVERE THERAPEUTICS INC | $16,660 | $16,660 |
| US PHYSICAL THERAPY | $15,149 | $15,149 |
| ULTRAGENYX PHARMACEUTICAL | $14,398 | $14,398 |
| VERA THERAPEUTICS INC | $17,775 | $17,775 |
| VERACYTE INC | $13,051 | $13,051 |
| VERICEL CORP | $15,484 | $15,484 |
| VIAVI SOLUTIONS CORP | $17,018 | $17,018 |
| RYMAN HOSPITALITY PPTYS | $11,165 | $11,165 |
| STAG INDL INC | $11,763 | $11,763 |
| AMG GW&K INTERNATIONAL S | $624,897 | $624,897 |
| ABBOTT LABS | $30,070 | $30,070 |
| ABBVIE INC | $49,125 | $49,125 |
| ALLY FINL INC | $27,174 | $27,174 |
| AMGEN INC | $22,912 | $22,912 |
| BLACKROCK INC NEW | $29,970 | $29,970 |
| BLUE OWL CAP INC | $22,141 | $22,141 |
| BROADCOM INC | $77,873 | $77,873 |
| BROADRIDGE FINL SOLUTION | $34,591 | $34,591 |
| CANADIAN NAT RES LTD F | $32,158 | $32,158 |
| CISCO SYS INC | $31,582 | $31,582 |
| CITIZENS FINL GROUP INC | $46,086 | $46,086 |
| ENBRIDGE INC F | $37,068 | $37,068 |
| ENTERGY CORP NEW | $38,821 | $38,821 |
| ESSENTIAL UTILS INC | $23,016 | $23,016 |
| F&G ANNUITIES & LIFE INC | $370 | $370 |
| FASTENAL CO | $26,686 | $26,686 |
| FERGUSON ENTERPRISES INC | $31,168 | $31,168 |
| FIDELITY NATL FINL INC N | $11,737 | $11,737 |
| HOME DEPOT INC | $26,840 | $26,840 |
| INTERNTNL PAPER CO | $18,513 | $18,513 |
| JP MORGAN CHASE 4.2% PFD | $8,130 | $8,130 |
| JP MORGAN CHASE & CO | $35,444 | $35,444 |
| LINDE PLC | $23,451 | $23,451 |
| MERCK & CO INC | $22,631 | $22,631 |
| MICROSOFT CORP | $69,158 | $69,158 |
| MORGAN STANLEY | $38,169 | $38,169 |
| OLD REP INTL CORP | $33,089 | $33,089 |
| PAYCHEX INC | $25,801 | $25,801 |
| PHILIP MORRIS INTL INC | $49,724 | $49,724 |
| RESTAURANT BRANDS INTL F | $28,998 | $28,998 |
| RTX CORP | $37,597 | $37,597 |
| SERVICE CORP INTL | $24,950 | $24,950 |
| STERIS PLC F | $31,690 | $31,690 |
| THE COCA-COLA CO | $26,915 | $26,915 |
| UNITEDHEALTH GROUP INC | $19,807 | $19,807 |
| VIPER ENERGY INC | $22,212 | $22,212 |
| WATSCO INC | $26,282 | $26,282 |
| AMERICAN TOWER CORP NEW | $20,191 | $20,191 |
| ABBVIE INC | $35,416 | $35,416 |
| ALPHABET INC | $78,250 | $78,250 |
| AMAZON.COM INC | $41,548 | $41,548 |
| APPLE INC | $50,294 | $50,294 |
| BROADCOM INC | $53,646 | $53,646 |
| CARPENTER TECHNOLOGY COR | $47,226 | $47,226 |
| CASELLA WASTE SYS INC | $39,176 | $39,176 |
| ELI LILLY AND CO | $41,913 | $41,913 |
| FAIR ISAAC CORP | $11,834 | $11,834 |
| FTAI AVIATION | $75,787 | $75,787 |
| GALLAGHER ARTHER J & CO | $20,703 | $20,703 |
| IDEXX LABS INC | $34,503 | $34,503 |
| JPMORGAN CHASE & CO | $38,666 | $38,666 |
| LINDE PLC | $17,056 | $17,056 |
| LPL FINL HLDGS INC | $35,717 | $35,717 |
| MARTIN MARIETTA MATLIS IN | $42,341 | $42,341 |
| MASINO CORP | $30,564 | $30,564 |
| MASTERCARD INC | $35,395 | $35,395 |
| META PLATFORMS INC | $37,625 | $37,625 |
| MICROSOFT CORP | $81,248 | $81,248 |
| NVIDIA CORP | $102,575 | $102,575 |
| OLD REP INTL CORP | $13,692 | $13,692 |
| PERFORMANCE FOOD GROUP C | $33,270 | $33,270 |
| QUANTA SVCS INC | $40,940 | $40,940 |
| SERVICENOW INC | $26,808 | $26,808 |
| TESLA INC | $19,338 | $19,338 |
| THERMO FISHER SCIENTIFIC | $35,926 | $35,926 |
| TRANSDIGM GROUP INC | $30,587 | $30,587 |
| VALVOLINE INC | $18,598 | $18,598 |
| VIPER ENERGY INC NEW | $25,109 | $25,109 |
| WEST PHARMACEUTICAL SVCS | $22,011 | $22,011 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA FILING FEE | Desc |
| Revenue And Expenses Per Books | $320 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $320 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP LOSS | Desc |
| Revenue And Expenses Per Books | -$5,301 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$5,301 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$5,301 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $531,330 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $18,719 | $18,719 | $0 |
| PROFESSIONAL PHILANTHROPIC SERVICES | $17,800 | $0 | $17,800 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $25,400 | $0 | $0 |
| FOREIGN TAX PAID | $2,896 | $2,896 | $0 |
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