FERRARA FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FERRARA FOUNDATION INC (EIN 92-1281007)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-29
- IRS object ID
- 202611809349101311
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-29T14:59:23-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010825608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAIGLE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 91 MONTVALE AVE - SUITE 100 | AddressLine1Txt |
| City | STONEHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02180 | 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 | 921281007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FERRARA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FERR | BusinessNameControlTxt |
| Phone | 6172915484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FRANKLIN STREET UNIT 5103 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAUDIA FERRARA | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6172915484 | PhoneNum |
| Signature | 2026-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW P RICE | PreparerPersonNm |
| PTIN | P01848664 | PTIN |
| Phone | 6176193350 | PhoneNum |
| 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 | $5,796,773 | 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 | $5,225 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,225 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $143,135 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $143,135 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $118,595 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,894,617 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $118,595 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $266,955 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $266,955 | 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 |
| Other Prof Fees Rev And Expnss | $47,388 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,388 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,722 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,846 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,129 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,234 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,019 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $225,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $225,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $278,629 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,234 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $242,519 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,674 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $234,721 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $357,230 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $146,164 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $146,164 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,810,490 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,990,602 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,650,121 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $488 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $488 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,167,720 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,137,254 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,796,773 | 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 | $5,167,720 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,137,254 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,167,720 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,137,254 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,167,720 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,137,254 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,167,720 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,674 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,156,046 | SubtotalAmt |
| Other Decreases | $18,792 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,137,254 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY | P | $1,113,065 | $1,083,966 | $29,099 | $29,099 |
| MORGAN STANLEY | P | $781,483 | $692,056 | $89,427 | $89,427 |
| CAPITAL GAINS DIVIDENDS | P | $69 | $69 | $69 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $118,595 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,263 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,263 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,263 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $21 | EsPenaltyAmt |
| Overpayment | $4,916 | OverpaymentAmt |
| Applied To ES Tax | $4,916 | 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 | CLAUDIA FERRARA | IndividualWithBooksNm |
| Phone | 5084465567 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FRANKLIN STREET UNIT 5103 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN M FERRARA | ||||||||
| 1 FRANKLIN STREET UNIT 5103 | BOSTON | MA | 02110 | DIRECTOR, PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATHLEEN A FERRARA | ||||||||
| 1 FRANKLIN STREET UNIT 5103 | BOSTON | MA | 02110 | DIRECTOR, CLERK | 1.00 | $0 | $0 | $0 |
| CLAUDIA FERRARA | ||||||||
| 1 FRANKLIN STREET UNIT 5103 | BOSTON | MA | 02110 | DIRECTOR, VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ALFRED JOHN FERRARA | ||||||||
| 1 FRANKLIN STREET UNIT 5103 | BOSTON | MA | 02110 | DIRECTOR, TREASURER | 1.00 | $0 | $0 | $0 |
| JACK FERRARA | ||||||||
| 1 FRANKLIN STREET UNIT 5103 | BOSTON | MA | 02110 | DIRECTOR, COMMUNITY RELATIONS OFFICER | 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 | $5,334,394 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $213,496 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,547,890 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,547,890 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,218 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,464,672 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $273,234 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $273,234 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,263 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,263 | TotalTaxAmt |
| Distributable Before Adj | $269,971 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $269,971 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $269,971 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $242,519 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $242,519 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $269,971 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $234,175 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $242,519 | QualifyingDistributionsAmt |
| Applied To Year1 | $234,175 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,344 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $261,627 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN M FERRARA | ContributingManagerNm |
| Contributing Manager | KATHLEEN A FERRARA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTISTS FOR HUMANITY INC | |||||||
| 100 W 2ND ST | BOSTON | MA | 02127 | NONE | PC | GENERAL SUPPORT | $7,000 |
| BOYS AND GIRLS CLUBS OF BOSTON INC | |||||||
| 200 HIGH ST | BOSTON | MA | 02110 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BROOKLINE FOOD PANTRY INC | |||||||
| 210 HARVARD ST | BROOKLINE | MA | 02446 | NONE | PC | GENERAL SUPPORT | $9,500 |
| CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON INC | |||||||
| 275 W BROADWAY | SOUTH BOSTON | MA | 02127 | NONE | PC | GENERAL SUPPORT | $15,000 |
| CHRISTIAN LEADERS MINISTRIES INC | |||||||
| 17771 W SPRING LAKE ROAD | SPRING LAKE | MI | 49456 | NONE | PC | GENERAL SUPPORT | $5,000 |
| DANA FARBER CANCER INSTITUTE INC | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PC | GENERAL SUPPORT | $25,000 |
| DJ DREAM FUND INC | |||||||
| 31 MILK STREET PO BOX 961233 | BOSTON | MA | 02109 | NONE | PC | GENERAL SUPPORT | $26,000 |
| FRIENDSHIPWORKS INC | |||||||
| 105 CHAUNCY ST | BOSTON | MA | 02111 | NONE | PC | GENERAL SUPPORT | $20,000 |
| GLORIA GEMMA BREAST CANCER RESOURCE FOUNDATION | |||||||
| 11A BLACKSTONE VALLEY PL | LINCOLN | RI | 02865 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HANOVER CHARITIES USA INC | |||||||
| 824 ISLAND CIRCLE WEST | ST HELENA ISLAND | SC | 29920 | NONE | PC | GENERAL SUPPORT | $1,000 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT BORDERS USA INC | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PELOTONIA | |||||||
| 2281 KENNY ROAD SUITE 450 | COLUMBUS | OH | 43210 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PINE STREET INN INC | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | PC | GENERAL SUPPORT | $7,000 |
| PROJECT CITIZENSHIP INC | |||||||
| 11 BEACON ST UNIT 1210 | BOSTON | MA | 02108 | NONE | PC | GENERAL SUPPORT | $20,000 |
| SAINT ANTHONY SHRINE | |||||||
| 100 ARCH ST | BOSTON | MA | 02110 | NONE | SO I | GENERAL SUPPORT | $10,000 |
| S E A L FOUNDATION INC | |||||||
| 71 MAIN ST UNIT 8 | LAKEVILLE | MA | 02347 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SHOES THAT FIT | |||||||
| 150 W 1ST ST | CLAREMONT | CA | 91711 | NONE | PC | GENERAL SUPPORT | $3,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL INC | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ST MARY OF THE ASSUMPTION | |||||||
| 3 LINDEN PLACE | BROOKLINE | MA | 02445 | NONE | PC | GENERAL SUPPORT | $10,000 |
| STERLING PROMISE FOUNDATION INC | |||||||
| 82 WENDELL AVE SUITE 100 | PITTSFIELD | MA | 01201 | NONE | PC | GENERAL SUPPORT | $10,000 |
| THE GREATER BOSTON FOOD BANK INC | |||||||
| 70 SOUTH BAY AVE | BOSTON | MA | 02118 | NONE | PC | GENERAL SUPPORT | $5,000 |
| WESLEYAN UNIVERSITY | |||||||
| 45 WYLLYS AVE | MIDDLETOWN | MA | 06459 | NONE | PC | GENERAL SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $225,500 | 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 | $5,225 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $143,135 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $118,595 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $266,955 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $266,955 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY - CORPORATE STOCK | StockNm |
| EOY Book Value | $4,990,602 | EOYBookValueAmt |
| EOYFMV | $5,650,121 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $488 | EOYBookValueAmt |
| EOYFMV | $488 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR COST BASIS ADJUSTMENTS | Desc |
| Amt | $18,792 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $19 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MORGAN STANLEY - INVESTMENT MANAGEMENT | $30,388 | $30,388 | $0 |
| FOUNDATION SOURCE - ADMINISTRATIVE FEES | $17,000 | $0 | $17,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,846 | $1,846 | $0 |
| FEDERAL TAXES | $3,876 | $0 | $0 |