ATRIUS HEALTH EQUITY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ATRIUS HEALTH EQUITY FOUNDATION INC (EIN 26-4517944)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202621289349101202
- Schema version
- 2025v4.1
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T08:42:48-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | 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 | 264517944 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATRIUS HEALTH EQUITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ATRI | BusinessNameControlTxt |
| Phone | 8572426717 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 BOYLSTON STREET 650 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN HWANG MD | PersonNm |
| Person Title | PRESIDENT AND CLERK | PersonTitleTxt |
| Phone | 8572426717 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOYCE RIPIANZI CPA | PreparerPersonNm |
| PTIN | P00548581 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2026-05-07 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $146,628,238 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $18,761 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,761 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,211,894 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,211,894 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,475,270 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $75,020,713 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,475,270 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,705,925 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,705,925 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $288,671 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $288,671 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $442,920 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $423,682 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $120,013 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $110,111 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,437 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,446 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $65,256 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $60,052 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $652,301 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $176,466 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $405,878 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $91,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,155 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $16,155 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,439 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,515 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,370 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,541 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $78,802 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $89,659 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,793,364 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $176,466 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,439,710 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,635,344 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,043,516 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,428,708 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $176,466 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,483,226 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,722,783 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,529,459 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $281,820 | CashBOYAmt |
| Cash EOY | $637,632 | CashEOYAmt |
| Cash EOYFMV | $637,632 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,402,430 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,294,856 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,294,856 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $252,472 | AcctRcvblAmt |
| Acct Rcvbl EOY | $252,472 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $252,472 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $6,908 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $16,819 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $16,819 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $33,705,461 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $33,705,461 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $134,274,503 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $107,071,609 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $107,071,609 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,000,667 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,649,389 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,649,389 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $140,966,328 | TotalAssetsBOYAmt |
| Total Assets EOY | $146,628,238 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $146,628,238 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $104,392 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $239,866 | AccountsPayableEOYAmt |
| Grants Payable EOY | $591,828 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $104,392 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $831,694 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $140,861,936 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $145,796,544 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $140,861,936 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $145,796,544 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $140,966,328 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $146,628,238 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $140,861,936 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,722,783 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,657,391 | OtherIncreasesAmt |
| Subtotal | $145,796,544 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $145,796,544 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $75,020,713 | GrossSalesPriceAmt |
| Cost Or Other Basis | $73,545,443 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,475,270 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,475,270 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,475,270 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $90,759 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $90,759 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $90,759 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $96,087 | 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 | $96,087 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Overpayment | $5,320 | OverpaymentAmt |
| Applied To ES Tax | $5,320 | 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 | Yes (1) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN HWANG MD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8572426717 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 BOYLSTON STREET 650 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| ANN HWANG MD | ||||||||
| 399 BOYLSTON STREET SUITE 650 | BOSTON | MA | 02116 | PRESIDENT AND CLERK | 40.00 | $279,144 | $9,527 | $0 |
| JON KINGSDALE PHD | ||||||||
| 399 BOYLSTON STREET SUITE 650 | BOSTON | MA | 02116 | BOARD CHAIR | 2.00 | $0 | $0 | $0 |
| RENEE CRICHLOW MD | ||||||||
| 399 BOYLSTON STREET SUITE 650 | BOSTON | MA | 02116 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| LESLIE TESO-LICHTMAN | ||||||||
| 399 BOYLSTON STREET SUITE 650 | BOSTON | MA | 02116 | TREASURER | 2.00 | $0 | $0 | $0 |
| MONICA BHAREL MD | ||||||||
| 399 BOYLSTON STREET SUITE 650 | BOSTON | MA | 02116 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARY LEE MD | ||||||||
| 399 BOYLSTON STREET SUITE 650 | BOSTON | MA | 02116 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ROBERT MASTER MD | ||||||||
| 399 BOYLSTON STREET SUITE 650 | BOSTON | MA | 02116 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JULITA MIR MD | ||||||||
| 399 BOYLSTON STREET SUITE 650 | BOSTON | MA | 02116 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JAMES ROOSEVELT JR JD | ||||||||
| 399 BOYLSTON STREET SUITE 650 | BOSTON | MA | 02116 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| VINOD SAHNEY | ||||||||
| 399 BOYLSTON STREET SUITE 650 | BOSTON | MA | 02116 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CHIPMAN FLOWERS JR JD | ||||||||
| 399 BOYLSTON STREET SUITE 650 | BOSTON | MA | 02116 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARIA CELLI PSYD | ||||||||
| 399 BOYLSTON STREET SUITE 650 | BOSTON | MA | 02116 | DIRECTOR (AS OF 10/25) | 0.50 | $0 | $0 | $0 |
| JEFFREY SANCHEZ MPA | ||||||||
| 399 BOYLSTON STREET SUITE 650 | BOSTON | MA | 02116 | DIRECTOR (UNTIL 9/25) | 0.50 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| RAY GILKES | ||||||||
| 399 BOYLSTON STREET SUITE 650 | BOSTON | MA | 02116 | FINANCE AND ADMINIST | 40.00 | $138,462 | $5,271 | $0 |
| MARLENE CERRITOS-RIVAS | ||||||||
| 399 BOYLSTON STREET SUITE 650 | BOSTON | MA | 02116 | PROGRAM DIRECTOR | 40.00 | $124,483 | $18,637 | $0 |
| STEPHANIE MARTINEZ-FERNANDEZ | ||||||||
| 399 BOYLSTON STREET SUITE 650 | BOSTON | MA | 02116 | ASSOCIATE PROGRAM OF | 40.00 | $74,500 | $10,175 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MERCER INVESTMENTS | |||||
| 21875 NETWORK PLACE | CHICAGO | IL | 60673 | INVESTMENT ADVISORY | $140,342 |
| COMMUNITY SCIENCE | |||||
| 5 PUBLIC SQUARE SUITE 301 A25 | HAGERSTOWN | MD | 21740 | PROGRAM CONSULTING | $139,976 |
| AAFCPAS INC | |||||
| 50 WASHINGTON STREET | WESTBOROUGH | MA | 01581 | ACCOUNTING AND TAX PREPARATION | $66,256 |
| EMVISION LLC | |||||
| 11 EDGEHILL ROAD | SWAMPSCOTT | MA | 01907 | PR/COMMUNICATIONS CONSULTANT | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IN 2025, THE FOUNDATION MADE GRANTS AND CARRIED OUT CHARITABLE ACTIVITIES TO FURTHER ITS MISSION OF CLOSING THE LIFE EXPECTANCY GAP IN EASTERN MASSACHUSETTS. THE FOUNDATION (1) AWARDED 4 GRANTS TO COMMUNITY-BASED ORGANIZATIONS IN BOSTON TO ADDRESS ECONOMIC MOBILITY AS A KEY CONTRIBUTOR TO BETTER HEALTH; (2) MADE 3 ADDITIONAL AWARDS TO TRAIN YOUTH AS HEALTH CARE LEADERS; (3) MADE 3 ADDITIONAL GRANTS TO ORGANIZATIONS TO ASSIST CONSUMERS WITH MEDICAL DEBT; (4) HELD 4 GRANTEE CONVENINGS AND EVENTS AND HOSTED A YOUTH SUMMIT; (5) AWARDED 6 GRANTS TO SUPPORT TRAINING OF NURSE PRACTITIONERS IN PRIMARY CARE; (6) AWARDED GRANTS TO SUPPORTING COMMUNITY WELL-BEING AND (7) MADE A GRANT TO THE UNITED RESPONSE FUND TO PROVIDE FOOD TO PEOPLE IN NEED IN EASTERN MASSACHUSETTS. | Description1Txt |
| Expenses1 | $6,043,516 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $138,185,545 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,789,027 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $142,974,572 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $142,974,572 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,144,619 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $140,829,953 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,041,498 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,041,498 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $90,759 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $90,759 | TotalTaxAmt |
| Distributable Before Adj | $6,950,739 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $352,030 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,302,769 | DistributableBeforeDedAmt |
| Deduction From Distributable | $2,921,107 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,381,662 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,483,226 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,483,226 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,381,662 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $622,303 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $451,015 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,859,400 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,932,718 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,483,226 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,381,662 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,101,564 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,034,282 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,034,282 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $622,303 | ExcessFromYear3Amt |
| Excess From Year2 | $451,015 | ExcessFromYear2Amt |
| Excess From Year1 | $4,859,400 | ExcessFromYear1Amt |
| Excess From Current Year | $3,101,564 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASIAN AMERICAN RESOURCE WORKSHOP INC | ||||||
| 42 CHARLES STREET SUITE A | BOSTON | MA | 02122 | PC | TO SUPPORT COMMUNITY WELL-BEING. | $20,000 |
| ASIAN WOMEN FOR HEALTH INC | ||||||
| 50 MILK ST 16TH FLOOR | BOSTON | MA | 02109 | PC | TO SUPPORT COMMUNITY WELL-BEING. | $20,000 |
| BOYS & GIRLS CLUB OF BOSTON | ||||||
| 200 HIGH STREET | BOSTON | MA | 02110 | PC | TO SUPPORT GRANTEE'S PARTICIPATION IN THE LIVE LONG AND WELL CATALYST PROGRAM. | $200,000 |
| BROCKTON NEIGHBORHOOD HEALTH CENTER INC | ||||||
| 63 MAIN STREET | BROCKTON | MA | 02301 | PC | TO SUPPORT FAMILY NURSE PRACTITIONER RESIDENCY PROGRAMS AT FEDERALLY QUALIFIED HEALTH CENTERS IN EASTERN MA. | $70,000 |
| BROCKTON NEIGHBORHOOD HEALTH CENTER INC | ||||||
| 63 MAIN STREET | BROCKTON | MA | 02301 | PC | TO SUPPORT YOUTH AS HEALTH CARE CHANGE AGENTS PROGRAM. | $250,000 |
| BROCKTON WORKERS ALLIANCE | ||||||
| 68 LEGION PARKWAY | BROCKTON | MA | 02301 | PC | TO SUPPORT COMMUNITY WELL-BEING. | $40,000 |
| CAMBODIAN MUTUAL ASSISTANCE ASSOCIATION | ||||||
| 465 SCHOOL STREET | LOWELL | MA | 01851 | PC | TO SUPPORT COMMUNITY WELL-BEING. | $40,000 |
| CENTER TO SUPPORT IMMIGRANT ORGANIZING | ||||||
| 89 SOUTH STREET SUITE 203 | BOSTON | MA | 02111 | PC | TO SUPPORT COMMUNITY WELL-BEING. | $15,000 |
| COALITION FOR A BETTER ACRE INC | ||||||
| 517 MOODY STREET | LOWELL | MA | 01854 | PC | TO SUPPORT COMMUNITY WELL-BEING. | $20,000 |
| COMMUNITY HEALTH CENTER OF CAPE COD | ||||||
| 107 COMMERCIAL STREET | MASHPEE | MA | 02649 | PC | TO SUPPORT FAMILY NURSE PRACTITIONER RESIDENCY PROGRAMS AT FEDERALLY QUALIFIED HEALTH CENTERS IN EASTERN MA. | $58,000 |
| DOTHOUSE HEALTH INC | ||||||
| 1353 DORCHESTER AVENUE | DORCHESTER | MA | 02122 | PC | TO SUPPORT YOUTH AS HEALTH CARE CHANGE AGENTS PROGRAM. | $250,000 |
| DOTHOUSE HEALTH INC | ||||||
| 1353 DORCHESTER AVENUE | DORCHESTER | MA | 02122 | PC | TO SUPPORT FAMILY NURSE PRACTITIONER RESIDENCY PROGRAMS AT FEDERALLY QUALIFIED HEALTH CENTERS IN EASTERN MA. | $22,000 |
| GROUNDWORK SOUTHCOAST INC | ||||||
| 90 HATCH ST 208 | NEW BEDFORD | MA | 02745 | PC | TO SUPPORT YOUTH CREATING A HEALTHIER NEW BEDFORD. | $90,000 |
| HEALTH CARE FOR ALL INC | ||||||
| ONE FEDERAL STREET FIFTH FLOOR | BOSTON | MA | 02110 | PC | ADDRESSING MEDICAL DEBT IN MASSACHUSETTS COMMUNITIES | $443,451 |
| HEALTH LAW ADVOCATES INC | ||||||
| ONE FEDERAL STREET FIFTH FLOOR | BOSTON | MA | 02110 | PC | ADDRESSING MEDICAL DEBT IN MASSACHUSETTS COMMUNITIES | $195,396 |
| HEALTH LAW ADVOCATES INC | ||||||
| ONE FEDERAL STREET FIFTH FLOOR | BOSTON | MA | 02110 | PC | TO SUPPORT THE MEDICAL DEBT CAPACITY-BUILDING PILOT | $100,000 |
| HEALTHFIRST FAMILY CARE | ||||||
| 387 QUARRY STREET SUITE 100 | FALL RIVER | MA | 02723 | PC | TO SUPPORT FAMILY NURSE PRACTITIONER RESIDENCY PROGRAMS AT FEDERALLY QUALIFIED HEALTH CENTERS IN EASTERN MA. | $26,000 |
| IMMIGRANT FAMILY SERVICES INSTITUTE | ||||||
| 1626 BLUE HILL AVENUE | MATTAPAN | MA | 02126 | PC | TO SUPPORT COMMUNITY WELL-BEING. | $50,000 |
| IMMIGRANT FAMILY SERVICES INSTITUTE | ||||||
| 1626 BLUE HILL AVENUE | MATTAPAN | MA | 02126 | PC | TO SUPPORT GRANTEE'S PARTICIPATION IN THE LIVE LONG AND WELL CATALYST PROGRAM. | $200,000 |
| LA COLABORATIVA INC | ||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | PC | TO SUPPORT YOUTH AS HEALTH CARE CHANGE AGENTS PROGRAM. | $749,522 |
| LAWRENCE COMMUNITYWORKS INC | ||||||
| 168 NEWBURY STREET | LAWRENCE | MA | 01841 | PC | TO SUPPORT THE FUNDING FINANCIAL OPPORTUNITY CENTERS TO ADDRESS MEDICAL DEBT PROGRAM. | $50,000 |
| LAWRENCE COMMUNITYWORKS INC | ||||||
| 168 NEWBURY STREET | LAWRENCE | MA | 01841 | PC | TO SUPPORT YOUTH AS HEALTH CARE CHANGE AGENTS PROGRAM. | $382,517 |
| LAWRENCE COMMUNITYWORKS INC | ||||||
| 168 NEWBURY STREET | LAWRENCE | MA | 01841 | PC | TO SUPPORT THE MEDICAL DEBT CAPACITY-BUILDING PILOT | $35,000 |
| LAWRENCE COMMUNITYWORKS INC | ||||||
| 168 NEWBURY STREET | LAWRENCE | MA | 01841 | PC | TO SUPPORT COMMUNITY WELL-BEING. | $25,000 |
| LYNN COMMUNITY HEALTH CENTER INC | ||||||
| 269 UNION ST | LYNN | MA | 01901 | PC | TO SUPPORT YOUTH AS HEALTH CARE CHANGE AGENTS PROGRAM. | $200,000 |
| MATTAPAN COMMUNITY HEALTH CENTER | ||||||
| 1575 BLUE HILL AVENUE | MATTAPAN | MA | 02126 | PC | TO SUPPORT FAMILY NURSE PRACTITIONER RESIDENCY PROGRAMS AT FEDERALLY QUALIFIED HEALTH CENTERS IN EASTERN MA. | $47,000 |
| MATTAPAN FOOD AND FITNESS COALITION CO THIRD SECTOR NEW ENGLAND | ||||||
| 1613 BLUE HILL AVE | MATTAPAN | MA | 02126 | PC | TO SUPPORT YOUTH AS HEALTH CARE CHANGE AGENTS PROGRAM. | $140,078 |
| MERRIMACK VALLEY PROJECT | ||||||
| 1045 ESSEX STREET | LAWRENCE | MA | 01841 | PC | TO SUPPORT COMMUNITY WELL-BEING. | $30,000 |
| MIRA COALITION | ||||||
| 69 CANAL STREET 3RD FLOOR | BOSTON | MA | 02114 | PC | TO SUPPORT COMMUNITY WELL-BEING. | $50,000 |
| NEIGHBORHOOD DEVELOPERS INC | ||||||
| 4 GERRISH AVE | CHELSEA | MA | 02150 | PC | TO SUPPORT THE FUNDING FINANCIAL OPPORTUNITY CENTERS TO ADDRESS MEDICAL DEBT PROGRAM. | $50,000 |
| NEIGHBORHOOD DEVELOPERS INC | ||||||
| 4 GERRISH AVE | CHELSEA | MA | 02150 | PC | TO SUPPORT THE MEDICAL DEBT CAPACITY-BUILDING PILOT | $35,000 |
| NEIGHBORWORKS | ||||||
| 422 WASHINGTON STREET | QUINCY | MA | 02169 | PC | TO SUPPORT THE FUNDING FINANCIAL OPPORTUNITY CENTERS TO ADDRESS MEDICAL DEBT PROGRAM. | $25,000 |
| NEW AMERICAN ASSOCIATION OF MASSACHUSETTS INC | ||||||
| 330 LYNNWAY SUITE 302 | LYNN | MA | 01901 | PC | TO SUPPORT COMMUNITY WELL-BEING. | $30,000 |
| RAW ART WORKS INC | ||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | PC | TO SUPPORT COMMUNITY WELL-BEING. | $40,000 |
| SACRED BIRTHING VILLAGE CO ELEPHANT CIRCLE | ||||||
| 908 PURCHASE STREET | NEW BEDFORD | MA | 02740 | PC | TO SUPPORT COMMUNITY WELL-BEING. | $40,000 |
| SOUTHCOAST COMMUNITY FOUNDATION | ||||||
| 350 UNION STREET | NEW BEDFORD | MA | 02740 | PC | TO SUPPORT YOUTH BUILDING A HEALTHIER NEW BEDFORD. | $45,000 |
| THE BASE INC | ||||||
| 150 SHIRLEY STREET | BOSTON | MA | 02119 | PC | TO SUPPORT YOUTH AS HEALTH CARE CHANGE AGENTS PROGRAM. | $200,000 |
| THE COMMUNITY BUILDERS INC | ||||||
| 185 DARTMOUTH STREET | BOSTON | MA | 02116 | PC | TO SUPPORT GRANTEE'S PARTICIPATION IN THE LIVE LONG AND WELL CATALYST PROGRAM. | $200,000 |
| UNDUE MEDICAL DEBT | ||||||
| 28-07 JACKSON AVE 5TH FL | LONG ISLAND CITY | NY | 11101 | PC | TO PURCHASE HOSPITAL AND PROVIDER MEDICAL DEBT OWED BY RESIDENTS OF EASTERN MASSACHUSETTS UNDER 400% OF THE FEDERAL POVERTY LEVEL AND/OR WHERE THE PATIENT DEBT IS MORE THAN 5% OF THEIR INCOME. | $269,552 |
| UNITED WAY OF MASSACHUSETTS BAY | ||||||
| 9 CHANNEL CENTER STREET UNIT 500 | BOSTON | MA | 02210 | PC | TO SUPPORT FOOD ACCESS THROUGH THE UNITED RESPONSE FUND. | $1,000,000 |
| UPHAM'S COMMUNITY CARE | ||||||
| 500 COLUMBIA ROAD | BOSTON | MA | 02125 | PC | TO SUPPORT GRANTEE'S PARTICIPATION IN THE LIVE LONG AND WELL CATALYST PROGRAM. | $200,000 |
| UPHAM'S CORNER HEALTH CENTER | ||||||
| 500 COLUMBIA ROAD | BOSTON | MA | 02125 | PC | TO SUPPORT FAMILY NURSE PRACTITIONER RESIDENCY PROGRAMS AT FEDERALLY QUALIFIED HEALTH CENTERS IN EASTERN MA. | $25,000 |
| URBAN EDGE | ||||||
| 1542 COLUMBUS AVE | ROXBURY | MA | 02119 | PC | TO SUPPORT THE FUNDING FINANCIAL OPPORTUNITY CENTERS TO ADDRESS MEDICAL DEBT PROGRAM. | $25,000 |
| WALTHAM PARTNERSHIP FOR YOUTH INC | ||||||
| 617 LEXINGTON STREET | WALTHAM | MA | 02452 | PC | TO SUPPORT COMMUNITY WELL-BEING. | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,043,516 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GREATER LOWELL HEALTH ALLIANCE | ||||||
| 55 TECHNOLOGY DRIVE | LOWELL | MA | 01851 | PC | TO SUPPORT YOUTH AS HEALTH CARE CHANGE AGENTS PROGRAM. | $218,828 |
| HEALTH EQUITY COMPACT INC | ||||||
| 40 COURT STREET 10TH FLOOR | BOSTON | MA | 02108 | PC | TO SUPPORT HEALTH EQUITY IN MASSACHUSETTS. | $333,000 |
| STUDENT IMMIGRANT MOVEMENT CO RESIST INC | ||||||
| PO BOX 301240 | BOSTON | MA | 02130 | PC | TO SUPPORT COMMUNITY WELL-BEING. | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $591,828 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,761 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,211,894 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,475,270 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,705,925 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,705,925 | 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 | CategoryTxt |
| Amt | $65,256 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $60,052 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $33,705,461 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $33,705,461 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $107,071,609 | BookValueAmt |
| EOYFMV | $107,071,609 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $17,437 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $24,446 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENTS | Desc |
| BOY Book Value | $2,000,667 | BOYBookValueAmt |
| EOY Book Value | $1,649,389 | EOYBookValueAmt |
| EOYFMV | $1,649,389 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $498 | $0 | $0 | $498 |
| COMPUTER EQUIPMENT | $5,775 | $0 | $0 | $5,775 |
| IT FEES & SUBSCRIPTIONS | $22,938 | $0 | $0 | $27,529 |
| FOOD & BEVERAGE | $5,812 | $0 | $0 | $6,107 |
| BANK FEES | $38 | $0 | $0 | $38 |
| GIFTS AND AWARDS | $6,394 | $0 | $0 | $9,974 |
| INSURANCE | $10,416 | $0 | $0 | $12,396 |
| EVENT EXPENSE | $17,743 | $0 | $0 | $17,553 |
| SUPPLIES | $1,732 | $0 | $0 | $1,533 |
| FILING FEES | $816 | $0 | $0 | $816 |
| PROFESSIONAL DEVELOPMENT | $6,640 | $0 | $0 | $7,440 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $6,657,391 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| IT MANAGEMENT | $7,124 | $0 | $0 | $7,124 |
| INVESTMENT ADVISORY FEES | $176,466 | $176,466 | $0 | $0 |
| PAYROLL PROCESSING FEES | $2,524 | $0 | $0 | $2,778 |
| HR CONSULTANT | $32,450 | $0 | $0 | $32,950 |
| PR/COMMUNICATIONS CONSULTING | $63,719 | $0 | $0 | $62,262 |
| PROGRAM CONSULTANT | $187,639 | $0 | $0 | $159,043 |
| OTHER PROFESSIONAL FEES | $36,103 | $0 | $0 | $47,678 |
| EVALUATION | $144,176 | $0 | $0 | $91,943 |
| TECHNICAL ASSISTANCE FOR GRANTEES | $2,100 | $0 | $0 | $2,100 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $91,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments