ALKU FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ALKU FOUNDATION INC (EIN 88-3376597)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-15
- IRS object ID
- 202431069349100963
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-15T16:48:11-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OTTAWA AVE NW STE 300 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 883376597 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALKU FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KATHLEEN ELDRIDGE | InCareOfNm |
| Business Name Control | ALKU | BusinessNameControlTxt |
| Phone | 9782966901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 BRICKSTONE SQUARE Suite 400 | AddressLine1Txt |
| City | ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01810 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VANESSA PLANT | PersonNm |
| Person Title | EXEC. DIRECTOR | PersonTitleTxt |
| Phone | 9782966901 | PhoneNum |
| Signature | 2024-03-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VANESSA | PersonFirstNm |
| Person Last | PLANT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 6167747000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | $10,997,313 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,534,008 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,509 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,509 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $172,297 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $179,779 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,212 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,118,863 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,212 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,771,026 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $244,500 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $214,705 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,735 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $203,970 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $10,825 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,825 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $34,179 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,334 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,436 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $4,436 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $264,145 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,894 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $208,406 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $583,596 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $583,596 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $847,741 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,894 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $792,002 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,923,285 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $220,606 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $290,811 | CashBOYAmt |
| Cash EOY | $417,691 | CashEOYAmt |
| Cash EOYFMV | $417,691 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,912,324 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,310,704 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,651,289 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $788,400 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $895,025 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $928,333 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,991,535 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,623,420 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,997,313 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,991,535 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,623,420 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,991,535 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,623,420 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,991,535 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,623,420 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,991,535 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,923,285 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,914,820 | SubtotalAmt |
| Other Decreases | $2,291,400 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,623,420 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,118,863 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,055,651 | CostOrOtherBasisAmt |
| Gain Or Loss | $63,212 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $63,212 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,212 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,066 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,066 | SubtotalAmt |
| Tax Based On Investment Income | $3,066 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $17,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,934 | OverpaymentAmt |
| Applied To ES Tax | $13,934 | 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 | false | UnrelatedBusIncmOverLimitInd |
| 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 | WWW.THEALKUFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHLEEN ELDRIDGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9782966901 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 BRICKSTONE SQUARE SUITE 400 | AddressLine1Txt |
| City | ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01810 | 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 | Yes (true) | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN ELDRIDGE | ||||||||
| 100 BRICKSTONE SQUARE SUITE 400 | ANDOVER | MA | 01810 | PRESIDENT/TREASURER | 2.0 | $0 | $0 | $0 |
| JOHN ELDRIDGE | ||||||||
| 100 BRICKSTONE SQUARE SUITE 400 | ANDOVER | MA | 01810 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| MADELINE ELDRIDGE | ||||||||
| 100 BRICKSTONE SQUARE SUITE 400 | ANDOVER | MA | 01810 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| MARK ELDRIDGE | ||||||||
| 100 BRICKSTONE SQUARE SUITE 400 | ANDOVER | MA | 01810 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| VANESSA PLANT | ||||||||
| 100 BRICKSTONE SQUARE SUITE 400 | ANDOVER | MA | 01810 | EXECUTIVE DIRECTOR | 40.0 | $186,805 | $27,900 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,596,249 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $281,187 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,877,436 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,877,436 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,162 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,789,274 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $289,464 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $289,464 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,066 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,066 | TotalTaxAmt |
| Distributable Before Adj | $286,398 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $286,398 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $286,398 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $792,002 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $792,002 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $286,398 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $178,208 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $178,208 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $792,002 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $286,398 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $505,604 | RemainingDistriFromCorpusAmt |
| Total Corpus | $683,812 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $683,812 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $178,208 | ExcessFromYear1Amt |
| Excess From Current Year | $505,604 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MASS MENTORING PARTNERSHIP | |||||||
| 75 Kneeland Street 11th Floor | Boston | MA | 02111 | NONE | PC | GENERAL SUPPORT | $195,430 |
| DOVE | |||||||
| PO BOX 690267 | QUINCY | MA | 02269 | NONE | PC | GENERAL SUPPORT | $60,000 |
| BAGLY | |||||||
| PO Box 960814 | Boston | MA | 02196 | NONE | PC | GENERAL SUPPORT | $50,000 |
| UNCOMMON THREADS | |||||||
| 60 Island St Suite 150 | Lawrence | MA | 01840 | NONE | PC | GENERAL SUPPORT | $40,777 |
| BOSTON PARTNERS EDU | |||||||
| 192 South Street Suite 600 | Boston | MA | 02111 | NONE | PC | GENERAL SUPPORT | $25,000 |
| BOSTON SCORES | |||||||
| 150 Byron St | Boston | MA | 02128 | NONE | PC | GENERAL SUPPORT | $26,040 |
| MOSAIC INTERFAITH YOUTH ACTIVITY | |||||||
| PO Box 610059 | Newton Highlands | MA | 02461 | NONE | PC | GENERAL SUPPORT | $25,000 |
| A BETTER CHANCE OF ANDOVER | |||||||
| PO Box 212 | ANDOVER | MA | 01810 | NONE | PC | GENERAL SUPPORT | $15,000 |
| YOUTH ENRICHMENT SERVICES | |||||||
| 412 Massachusetts Ave | Boston | MA | 02118 | NONE | PC | GENERAL SUPPORT | $15,000 |
| YOUNG MAN WITH A PLAN | |||||||
| 1178A River Street | Hyde Park | MA | 02136 | NONE | PC | GENERAL SUPPORT | $10,000 |
| BOSTON PARTNERS IN ED | |||||||
| 192 South Street Suite 600 | Boston | MA | 02111 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BOYS & GIRLS CLUBS OF GREATER LOWELL | |||||||
| 657 Middlesex Street | Lowell | MA | 018511410 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BOYS & GIRLS CLUBS LAWRENCE | |||||||
| 136 Water Street | LAWRENCE | MA | 01841 | NONE | PC | GENERAL SUPPORT | $5,000 |
| COACHING 4 CHANGE | |||||||
| 427 Winthrop St | Taunton | MA | 02780 | NONE | PC | GENERAL SUPPORT | $5,000 |
| COMMUNITY YOUTH EMPOWERMENT | |||||||
| PO Box 820 | West Wareham | MA | 02576 | NONE | PC | GENERAL SUPPORT | $5,000 |
| EMPOWER | |||||||
| 759 Chief Justice Cushing Highway | Cohasset | MA | 02025 | NONE | PC | GENERAL SUPPORT | $5,000 |
| GIRLS INC LOWELL | |||||||
| 220 Worthen Street | LOWELL | MA | 01852 | NONE | PC | GENERAL SUPPORT | $5,000 |
| GIRL START | |||||||
| 1400 W Anderson Ln | Austin | TX | 78757 | NONE | PC | GENERAL SUPPORT | $5,000 |
| KIDS IN TECH | |||||||
| PO Box 9057 | Lowell | MA | 01853 | NONE | PC | GENERAL SUPPORT | $5,000 |
| LITERATIONS | |||||||
| 1 Federal St 5th Floor | BOSTON | MA | 02110 | NONE | PC | GENERAL SUPPORT | $5,000 |
| RAW ARTWORKS | |||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NONE | PC | GENERAL SUPPORT | $5,307 |
| ROOTS TEEN CTR | |||||||
| 51 Ashland St | North Adams | MA | 01247 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SALESIAN BOYS GIRLS CLUB | |||||||
| 150 Byron St | BOSTON | MA | 02128 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SISTERS UNCHAINED | |||||||
| PO Box 300902 | Jamaica Plain | MA | 02130 | NONE | PC | GENERAL SUPPORT | $5,000 |
| THE SHINE INITIATIVE | |||||||
| 44 Portland St | Worcester | MA | 01608 | NONE | PC | GENERAL SUPPORT | $5,000 |
| UNAGB | |||||||
| 200 Portland St | BOSTON | MA | 02114 | NONE | PC | GENERAL SUPPORT | $5,000 |
| WALTHAM PARTNERSHIP FOR YOUTH | |||||||
| 617 Lexington St | Waltham | MA | 02452 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ZUMIX | |||||||
| 260 Sumner St | EAST BOSTON | MA | 02128 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SOMEONE ELSES CHILD FDN | |||||||
| 594 Columbia Road Suite 211 | Dorchester | MA | 02125 | NONE | PC | GENERAL SUPPORT | $2,500 |
| YOUTH CONNECT | |||||||
| 115 Warren Street | Roxbury | MA | 02119 | NONE | PC | GENERAL SUPPORT | $2,500 |
| LIKEN | |||||||
| 46 Fox Meadow Ln | Dedham | MA | 02026 | NONE | PC | GENERAL SUPPORT | $250 |
| CATIE'S CLOSET | |||||||
| 19 School Street | Dracut | MA | 01826 | NONE | PC | GENERAL SUPPORT | $100 |
| Malden Warming Center | |||||||
| 529 Eastern Ave | Malden | MA | 02148 | NONE | PC | GENERAL SUPPORT | $515 |
| HEART WARRIOR FOUNDATION | |||||||
| 56 Highland St | Winchendon | MA | 01475 | NONE | PC | GENERAL SUPPORT | $110 |
| HAPPY HOPE | |||||||
| 6 Benjamin Nye Cir | Pocasset | MA | 02559 | NONE | PC | GENERAL SUPPORT | $150 |
| CRADLES TO CRAYONS | |||||||
| 281 Newtonville Ave | Newtonville | MA | 02460 | NONE | PC | GENERAL SUPPORT | $1,038 |
| AUTISM SPEAKS | |||||||
| 85 Devonshire St 9th floor | Boston | MA | 02109 | NONE | PC | GENERAL SUPPORT | $250 |
| REPRODUCTIVE EQUITY NOW | |||||||
| 1 Federal St Floor 5 | Boston | MA | 02110 | NONE | PC | GENERAL SUPPORT | $1,000 |
| STONEHAM B&G CLUB | |||||||
| 15 Dale Ct | Stoneham | MA | 02180 | NONE | PC | GENERAL SUPPORT | $1,050 |
| FOOD PROJECT | |||||||
| 10 Lewis Street | Lincoln | MA | 01773 | NONE | PC | GENERAL SUPPORT | $618 |
| BOYS ON THE RIGHT TRACK | |||||||
| 1597 Evergreen Dr | Lake View | NY | 14085 | NONE | PC | GENERAL SUPPORT | $414 |
| ONE TREE PLANTED | |||||||
| 145 Pine Haven Shores Rd 1000D | Shelburne | VT | 05482 | NONE | PC | GENERAL SUPPORT | $20,000 |
| Special Olympics | |||||||
| 512 Forest St | Marlborough | MA | 01752 | NONE | PC | GENERAL SUPPORT | $547 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $583,596 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,509 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $172,297 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $63,212 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $237,018 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $237,018 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MARK KATHLEEN ELDRIDGE | |||||||
| 1 | 100 BRICKSTONE SQUARE SUITE 400 | ANDOVER | MA | 01810 | $5,262,742 | Yes (X) | Yes (X) |
| ALKU LLC | |||||||
| 2 | 100 BRICKSTONE SQUARE SUITE 400 | ANDOVER | MA | 01810 | $271,266 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $5,262,742 | FairMarketValueAmt |
| Received | 2023-12-12 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS(SEE ATTACHED) | BondNm |
| EOY Book Value | $895,025 | EOYBookValueAmt |
| EOYFMV | $928,333 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS(SEE ATTACHED) | StockNm |
| EOY Book Value | $6,310,704 | EOYBookValueAmt |
| EOYFMV | $9,651,289 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIFF BETWEEN FMV &COST BASIS OF DONATION | $2,291,360 |
| PRIOR YEAR ADJUSTMENT | $40 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OTHER MISC EXPENSES | $4,286 | $4,286 |
| MA FILING FEE | $150 | $150 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT FEES | CategoryTxt |
| Amt | $10,825 | Amt |
| Net Investment Income | $10,825 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES | $34,179 | $0 |
| FOREIGN TAXES | $0 | $2,334 |