GIVING GROUSBECK FAZZALARI: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GIVING GROUSBECK FAZZALARI (EIN 30-6284986)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2024-03-31
- IRS object ID
- 202430919349100158
- Schema version
- 2021v4.1
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-31T10:55:19-07:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954352956 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McNulty Certified Public Accountant | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 Ave Of The America | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 306284986 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIVING GROUSBECK FAZZALARI | BusinessNameLine1Txt |
| Business Name Line2 | DATED APRIL 20 2011 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GIVI | BusinessNameControlTxt |
| Phone | 7166663080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MCNULTY CPA 1350 6TH AVE 2300 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WYCLIFFE K GROUSBECK | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2024-03-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WYCLIFFE K | PersonFirstNm |
| Person Last | GROUSBECK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph A McNulty CPA | PreparerPersonNm |
| PTIN | P00820640 | PTIN |
| Phone | 6464084613 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $395,014,550 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,643,559 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,638,787 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,802,968 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,802,968 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,802,968 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $196,080 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $8,642,610 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,441,758 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $785,480 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $560,480 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $225,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $60,044 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $18,013 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,019 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $746 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $18,305 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,301 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $995,545 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $915,862 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,876,493 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,496,376 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $245,851 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,656,625 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,656,625 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,533,118 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,496,376 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,902,476 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,109,492 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,945,382 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,354,761 | CashBOYAmt |
| Cash EOY | $2,285,908 | CashEOYAmt |
| Cash EOYFMV | $2,285,908 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $39,822,456 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,530,071 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,530,065 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $223,417,530 | OtherAssetsBOYAmt |
| Other Assets EOY | $275,867,490 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $383,198,577 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $284,594,747 | TotalAssetsBOYAmt |
| Total Assets EOY | $287,683,469 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $395,014,550 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $284,594,747 | RetainedEarningBOYAmt |
| Retained Earning EOY | $287,683,469 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $284,594,747 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $287,683,469 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $284,594,747 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $287,683,469 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $284,594,747 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,109,492 | ExcessRevenueOverExpensesAmt |
| Subtotal | $287,704,239 | SubtotalAmt |
| Other Decreases | $20,770 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $287,683,469 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| K1 1256 STCG | P | 2021-12-01 | 2022-11-30 | $35,148 | $35,148 | $35,148 |
| K1 1256 LTCG | P | 2021-11-30 | 2022-11-30 | $52,721 | $52,721 | $52,721 |
| K1 SEC 1231 | P | 2021-11-30 | 2022-11-30 | $473,613 | $473,613 | $473,613 |
| K1 SEC 1231 - UBI | P | 2021-11-30 | 2022-11-30 | $229,547 | $229,547 | $229,547 |
| K1 LTCG | P | 2021-11-30 | 2022-11-30 | $755,683 | $755,683 | $755,683 |
| K1 LTCG UBI | P | 2021-11-30 | 2022-11-30 | $8,494 | $8,494 | $8,494 |
| K1 STCG | P | 2021-12-01 | 2022-11-30 | $77,412 | $77,412 | $77,412 |
| K1 STCG - UBI | P | 2021-12-01 | 2022-11-30 | $2,919 | $2,919 | $2,919 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2021-11-30 | 2022-11-30 | $2,642 | $2,642 | $2,642 |
| 1099 STCG | P | 2022-12-01 | 2022-11-30 | $164,789 | $164,789 | $164,789 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,802,968 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $96,541 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $96,541 | SubtotalAmt |
| Tax Based On Investment Income | $96,541 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $202,406 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $202,406 | TotalPaymentsAndCreditsAmt |
| Overpayment | $105,865 | OverpaymentAmt |
| Applied To ES Tax | $105,865 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCNULTY CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7166663080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 AVE OF THE AMERICAS STE 2300 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WYCLIFFE K GROUSBECK | ||||||
| 226 CAUSEWAY ST 4TH FL | BOSTON | MA | 02114 | Trustee | 2.00 | $0 |
| EMILIA G FAZZALARI | ||||||
| 226 CAUSEWAY ST 4TH FL | BOSTON | MA | 02114 | Trustee | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP MORGAN | |||||
| 270 PARK AVE | NEW YORK | NY | 10017 | INV & GRANT MGMT FEES | $571,377 |
| EAGLE CAPITAL MANAGEMENT | |||||
| 270 PARK AVE | NEW YORK | NY | 10017 | INV & GRANT MGMT FEES | $76,329 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $378,441,266 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,857,869 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $410,299,135 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $410,299,135 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,154,487 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $404,144,648 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,207,232 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,207,232 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $96,541 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $96,541 | TotalTaxAmt |
| Distributable Before Adj | $20,110,691 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $20,110,691 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $20,110,691 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,902,476 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,902,476 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,110,691 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $4,271,995 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $717,529 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,989,524 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,902,476 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,902,476 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $4,989,524 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,989,524 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $11,218,691 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WYCLIFFE K GROUSBECK TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 226 CAUSEWAY ST 4TH FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6178548005 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE TYPEWRITTTEN AND INCLUDE PROOF OF IRC 501(C)(3) STATUS. UNSOLICITED GRANT REQUESTS MAY NOT RECEIVE ACKNOWLEDGEMENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES HAVE BEEN ESTABLISHED AT THIS TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO IRC SECTION 501(C)(3) DEFINED PURPOSES AND CHARITIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | N/A | PC | GENERAL | $50,000 |
| APPEAL OF CONSCIENCE FOUNDATION | |||||||
| 251 EAST 71ST STREET | NEW YORK | NY | 10021 | N/A | PC | GENERAL | $100,000 |
| BEST BUDDIES INTERNATIONAL INC | |||||||
| 100 SOUTHEAST 2ND ST SUITE 2200 | MIAMI | FL | 33131 | N/A | PC | GENERAL | $100,000 |
| BIG BROTHERS BIG SISTERS OF EASTERN | |||||||
| PO BOX 2653 | BOSTON | MA | 02210 | N/A | PC | GENERAL | $50,000 |
| BOSTON CELTICS SHAMROCK FOUNDATION | |||||||
| 226 CAUSEWAY ST 4TH FLOOR | BOSTON | MA | 02114 | N/A | PC | CELTICS UNITED | $100,000 |
| BOSTON CELTICS SHAMROCK FOUNDATION | |||||||
| 226 CAUSEWAY ST 4TH FLOOR | BOSTON | MA | 02114 | N/A | PC | #Move4Heather | $150,000 |
| BOSTON CELTICS SHAMROCK FOUNDATION | |||||||
| 226 CAUSEWAY ST 4TH FLOOR | BOSTON | MA | 02114 | N/A | PC | Sunflower of Peace, Relief for Ukraine | $10,000 |
| BOSTON CELTICS SHAMROCK FOUNDATION | |||||||
| 226 CAUSEWAY ST 4TH FLOOR | BOSTON | MA | 02114 | N/A | PC | charitable contribution | $50,000 |
| BOYS GIRLS CLUB OF BOSTON | |||||||
| 200 HIGH STREET | BOSTON | MA | 02110 | N/A | PC | GENERAL | $1,000,000 |
| THE CAM NEELY FOUNDATION FOR CANCER | |||||||
| 170 MILK ST | BOSTON | MA | 02109 | N/A | PC | GENERAL | $10,000 |
| CITYSWING FOUNDATION INC | |||||||
| 901 NEW YORK AVENUE | WASHINGTON | DC | 20001 | N/A | PC | GENERAL | $15,000 |
| COLORECTAL CANCER ALLIANCE | |||||||
| 1025 VERMONT AVE NW 1066 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL | $100,000 |
| CRIMINAL JUSTICE REFORM FOUNDATION | |||||||
| 1675 BROADWAY | NEW YORK | NY | 10019 | N/A | PC | GENERAL | $100,000 |
| DANA-FARBER CANCER INSTITUTE INC | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | N/A | PC | GENERAL | $20,000 |
| DOMINICAN ACADEMY ASSOCIATION | |||||||
| 44 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | PC | GENERAL | $25,000 |
| DUKE UNIVERSITY | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | N/A | PC | GENERAL | $500,000 |
| ELEVATE HOPEdba WATTS EMPOWERMENT C | |||||||
| 2250 E 114TH ST | LOS ANGELES | CA | 90059 | N/A | PC | GENERAL | $15,000 |
| FAMILY REACH FOUNDATION | |||||||
| 21520 YORBA LINDA BLVD G503 | YORBA LINDA | CA | 92887 | N/A | PC | GENERAL | $15,000 |
| FOUNDATION OF MASS EYE AND EAR INC | |||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | N/A | PC | GENERAL | $125,000 |
| FOUNDATION TO BE NAMED LATER | |||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | N/A | PC | GENERAL | $50,000 |
| FRIENDS OF SAN PATRIGNANO INC | |||||||
| 460 PARK AVENUE 11TH FLOOR | NEW YORK | NY | 10022 | N/A | PC | GENERAL | $50,000 |
| GABRIELLE'S ANGEL FOUNDATION | |||||||
| 142 WEST 57TH ST 11 | NEW YORK | NY | 10019 | N/A | PC | GENERAL | $50,000 |
| THE JAYSON TATUM FOUNDATION | |||||||
| PO BOX 300061 | ST LOUIS | MO | 63130 | N/A | PC | GENERAL | $35,000 |
| JOURNEY FORWARD | |||||||
| 5 SHAWMUT RD | CANTON | MA | 02021 | N/A | PC | GENERAL | $10,000 |
| KULTURECITY | |||||||
| 2803GREYSTONE COMMERCIAL BLVD STE20 | BIRMINGHAM | AL | 35242 | N/A | PC | GENERAL | $100,000 |
| LOVELANE SPECIAL NEEDS HORSEBACK RI | |||||||
| 9 CAMBRIDGE TURNPIKE | LINCOLN | MA | 01773 | N/A | PC | GENERAL | $100,000 |
| MAKE-A-WISH FOUNDATION MA AND RI | |||||||
| 1 STATE ST 501 | PROVIDENCE | RI | 02908 | N/A | PC | GENERAL | $50,000 |
| MARY ANN MORSE HEALTHCARE CORP | |||||||
| 45 UNION ST | NATICK | MA | 01760 | N/A | PC | GENERAL | $2,500 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 275 CAMBRIDGE ST | BOSTON | MA | 02114 | N/A | PC | GENERAL | $100,000 |
| MASSACHUSETTS WONDERFUND INC | |||||||
| 600 WASHINGTON STREET FLOOR 6 | BOSTON | MA | 02111 | N/A | PC | GENERAL | $75,000 |
| THE MIAMI FOUNDATION | |||||||
| 40 NW 3RD ST 305 | MIAMI | FL | 33128 | N/A | PC | GENERAL | $26,125 |
| MW FUND | |||||||
| 2 BRADLEE RD | MARBLEHEAD | MA | 01945 | N/A | PC | GENERAL | $75,000 |
| RYE CITY SCHOOL DISTRICT | |||||||
| 555 THEODORE FREMD AVE STE B-101 | RYE | NY | 10580 | N/A | PC | GENERAL | $20,000 |
| RYE FUND FOR EDUCATION | |||||||
| 555 THEODORE FREMD AVE SUITE B-101 | RYE | NY | 10580 | N/A | PC | GENERAL | $50,000 |
| SANDY BODECKER PROJECT INC | |||||||
| 2360 NW QUIMBY ST | PORTLAND | OR | 97210 | N/A | PC | GENERAL | $8,000 |
| SYLVIA HERBERT WOODS ENDOWMENT | |||||||
| C/O CRIZETTE WOODS 310 EAST 49THST | NEW YORK | NY | 10017 | N/A | PC | GENERAL | $15,000 |
| TAO CARES RELIEF FUND | |||||||
| 2 PENN PLAZA 19TH FLOOR | NEW YORK | NY | 10121 | N/A | PC | GENERAL | $50,000 |
| TURN 2 FOUNDATION INC | |||||||
| 215 PARK AVE S 1905 | NEW YORK | NY | 10003 | N/A | PC | GENERAL | $10,000 |
| VITAL CXNS INC | |||||||
| 133 BRIDGE ST | NEWTON | MA | 02458 | N/A | PC | GENERAL | $40,000 |
| WORLD CENTRAL KITCHEN INC | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | N/A | PC | GENERAL | $50,000 |
| YOUTH VILLAGES FOUNDATION INC | |||||||
| 3320 BROTHER BOULEVARD | MEMPHIS | TN | 38133 | N/A | PC | GENERAL | $155,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,656,625 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,643,559 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $446,582 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $250,502 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $240,960 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,562,008 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $687,542 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,955,068 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,642,610 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX FEES - K1 | CategoryTxt |
| Amt | $5,100 | Amt |
| Net Investment Income | $1,275 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,550 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER INVESTMENTS | $223,417,530 | $275,867,489 | $383,198,577 |
| Rounding | $1 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE FROM PASSTHROUGHS | Desc |
| Amt | $20,770 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K1 DEDUCTIONS | $988,144 | $909,596 |
| K1 INV INTEREST - TRADER | $6,266 | $6,266 |
| K1 NON DEDUCTIBLE | $1,135 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $196,080 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BOOKKEEPING | $25,000 | $0 | $0 | $25,000 |
| GRANTS MANAGEMENT | $200,000 | $0 | $0 | $200,000 |
| MANAGEMENT FEES | $560,480 | $560,480 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES - 1099 | $490 | |
| FOREIGN TAXES - K1 | $8,427 | $746 |
| STATE TAXES - K1 | $3,102 |