BUSHROD H CAMPBELL AND ADAH F HALL CHARITY FUND: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BUSHROD H CAMPBELL AND ADAH F HALL CHARITY FUND (EIN 04-6013598)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2024-04-15
- IRS object ID
- 202441069349100044
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-15T13:25:40-05:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041433295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046013598 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUSHROD H CAMPBELL & ADAH F HALL | BusinessNameLine1Txt |
| Business Name Line2 | CHARITY FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUSH | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES LLP PO BOX 96120 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021961209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR B PAGE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2024-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ARTHUR | PersonFirstNm |
| Person Last | PAGE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALBANA SULA | PreparerPersonNm |
| PTIN | P01456732 | PTIN |
| Phone | 6172277940 | PhoneNum |
| Preparation | 2024-04-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,454,885 | 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 |
| Dividends Rev And Expnss | $446,684 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $446,663 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $486,276 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,666,724 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $485,498 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,961 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,849 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $938,921 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $935,010 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $104,450 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $99,227 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,223 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $96,906 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $96,906 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,656 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,828 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,828 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $72,121 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,466 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,655 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41,335 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,825 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,010 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,770 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $333,478 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $192,116 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $112,737 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,453,067 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,453,067 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,786,545 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $192,116 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,565,804 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$847,624 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $742,894 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,023,075 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,630,063 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,630,063 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,129,952 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,430,562 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,203,170 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,437,152 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,706,737 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,631,153 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $510,650 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $501,716 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $990,499 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,100,829 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,269,078 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,454,885 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $15,512,968 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,528,841 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $587,861 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$259,763 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,100,829 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,269,078 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,100,829 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,269,078 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,100,829 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$847,624 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,873 | OtherIncreasesAmt |
| Subtotal | $15,269,078 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,269,078 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| PARK STREET CAPITAL PRIVATE EQUITY FUND XI | P | $1,297 | $1,297 | $1,297 | |
| PARK STREET CAPITAL PRIVATE EQUITY FUND XI | P | $33,152 | $33,152 | $33,152 | |
| PARK STREET CAPITAL PRIVATE EQUITY FUND XI - SECTION 1231 | P | $2,524 | $2,524 | $2,524 | |
| WINDSAIL CREDIT QP FUND | P | $13 | $13 | $13 | |
| WINDSAIL CREDIT QP FUND | P | $18,239 | $18,239 | $18,239 | |
| HEMENWAY & BARNES LP | P | $601,923 | -$79,561 | -$79,561 | $681,484 |
| HEMENWAY & BARNES LP | P | $4,008,780 | $509,834 | $509,834 | $3,498,946 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $485,498 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,326 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,326 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,326 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,887 | 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 | $33,887 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,561 | OverpaymentAmt |
| Applied To ES Tax | $23,561 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | NANCY B GARDINER | IndividualWithBooksNm |
| Phone | 6175579767 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES LLP 75 STATE ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (3 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| NANCY B GARDINER | |||||||||
| HEMENWAY BARNES LLP 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 2.50 | $49,100 | $0 | $0 | |
| ARTHUR B PAGE | |||||||||
| HEMENWAY BARNES LLP 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 2.50 | $49,100 | $0 | $0 | |
| GEORGE P BEAL | |||||||||
| BOSTON FAMILY OFFICE LLC 88 BROAD | BOSTON | MA | 02110 | TRUSTEE | 1.00 | $6,250 | $0 | $0 | ST |
| 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 | $26,986,942 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,518,210 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,505,152 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,505,152 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $427,577 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,077,575 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,403,879 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,403,879 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,326 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $230 | IncomeTaxAmt |
| Total Tax | $10,556 | TotalTaxAmt |
| Distributable Before Adj | $1,393,323 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,393,323 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,393,323 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,565,804 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,565,804 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,393,323 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,552,858 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,565,804 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,552,858 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,946 | 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 | $1,380,377 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (159 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ABOUT FRESH INC | ||||||
| 69 SHIRLEY ST STE 3 | BOSTON | MA | 02119 | GENERAL OPERATING SUPPORT | $5,000 | |
| ACTION FOR BOSTON COMMUNITY DEVELOPMENT | ||||||
| 1 MICHELANGELO STREET | BOSTON | MA | 02113 | ELDER SERVICES | $10,000 | |
| ADOLESCENT CONSULTATION SERVICES | ||||||
| 189 CAMBRIDGE STREET | CAMBRIDGE | MA | 02141 | DIRECT MENTAL HEALTH SERVICES FOR COURT-INVOLVED CHILDREN AND THEIR FAMILIES | $7,500 | |
| ALLSTON BRIGHTON CDC | ||||||
| 18R SHEPARD STREET UNIT 100 | BRIGHTON | MA | 02135 | BRIGHTON FUTURE FORWARD | $5,000 | |
| AMERICAN RED CROSS OF GREATER BOSTON | ||||||
| 101 STATION LANDING SUITE 510 | MEDFORD | MA | 02155 | BOSTON FOOD PANTRY & NUTRITION PROGRAM | $10,000 | |
| ARTISTS FOR HUMANITY | ||||||
| 100 WEST 2ND STREET | BOSTON | MA | 02127 | ARTISTS FOR HUMANITY'S YOUTH ARTS ENTERPRISE | $10,000 | |
| BACK ON MY FEET | ||||||
| 100 S BROAD ST UNIT 22463 | PHILADELPHIA | PA | 19102 | GENERAL OPERATING SUPPORT | $5,000 | |
| BAY COVE HUMAN SERVICES INC | ||||||
| 66 CANAL STREET | BOSTON | MA | 02114 | CARDINAL MEDEIROS CENTER DAY SHELTER | $10,000 | |
| BIG SISTER ASSOCIATION OF GREATER BOSTON INC | ||||||
| 20 PARK PLAZA SUITE 1420 | BOSTON | MA | 02116 | GENERAL OPERATING SUPPORT FOR MATCHES | $8,000 | |
| BOSTON CASA INC | ||||||
| 85 MERRIMAC STREET SUITE 401 | BOSTON | MA | 02114 | THE DATA INITIATIVE | $10,000 | |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER INC | ||||||
| 38 ASH STREET | BOSTON | MA | 02111 | THE COLLEGE ACCESS PROGRAM | $10,000 | |
| BOSTON DEBATE LEAGUE | ||||||
| 1542 TREMONT STREET | BOSTON | MA | 02120 | GENERAL OPERATING SUPPORT | $10,000 | |
| BOSTON HOME INC | ||||||
| 2049 DORCHESTER AVENUE | BOSTON | MA | 02124 | WHEELCHAIR ENHANCEMENT CENTER | $10,000 | |
| BOSTON MEDICAL CENTER | ||||||
| ONE MEDICAL CENTER PLACE | BOSTON | MA | 02118 | ELDERS LIVING AT HOME PROGRAM | $18,000 | |
| BOSTON PARTNERS IN EDUCATION | ||||||
| 192 SOUTH STREET SUITE 600 | BOSTON | MA | 02111 | 2021-2022 INTERGENERATIONAL VOLUNTEER RECRUITMENT, SUPPORT, AND RETENTION INITIATIVE | $10,000 | |
| BOSTON'S HIGHER GROUND | ||||||
| 384 WARREN STREET | ROXBURY | MA | 02119 | GENERAL OPERATING SUPPORT | $15,000 | |
| BOYS AND GIRLS CLUBS OF DORCHESTER INC | ||||||
| 1135 DORCHESTER AVENUE | DORCHESTER | MA | 02125 | EDUCATION PROGRAMS | $15,500 | |
| BREAKTHROUGH GREATER BOSTON | ||||||
| PO BOX 381486 | CAMBRIDGE | MA | 02238 | THE MIDDLE SCHOOL SUMMER PROGRAM | $8,000 | |
| BREAKTIME CAFE INC | ||||||
| 170 PORTLAND STREET | BOSTON | MA | 02114 | CREATING MORE EQUITABLE PIPELINES TO POST-SECONDARY EDUCATION | $5,000 | |
| BRIDGE OVER TROUBLED WATERS | ||||||
| 47 WEST STREET | BOSTON | MA | 02111 | THE SINGLE PARENT HOUSE | $10,000 | |
| BROOKVIEW HOUSE INC | ||||||
| 2 BROOKVIEW STREET | DORCHESTER | MA | 02124 | SCHOOL-AGE YOUTH DEVELOPMENT | $8,000 | |
| CAMBRIDGE SCHOOL VOLUNTEERS INC | ||||||
| 459 BROADWAY | CAMBRIDGE | MA | 02138 | THE INTERGENERATIONAL MATH PROGRAM | $10,000 | |
| CARITAS COMMUNITIES INC | ||||||
| 25 BRAINTREE HILL PARK SUITE 206 | BRAINTREE | MA | 02184 | RESIDENT SUPPORT SERVICES PROGRAM | $10,000 | |
| CARROLL CENTER FOR THE BLIND INC | ||||||
| 770 CENTRE STREET | NEWTON | MA | 02458 | VISION SERVICES FOR THE BLIND AND VISUALLY IMPAIRED | $7,500 | |
| CASA MYRNA | ||||||
| 451 BLUE HILL AVE | BOSTON | MA | 02121 | GENERAL OPERATING SUPPORT | $10,000 | |
| CATHEDRAL HIGH SCHOOL INC | ||||||
| 74 UNION PARK STREET | BOSTON | MA | 02118 | CATHEDRAL'S ACADEMICS | $10,000 | |
| CHICA PROJECT | ||||||
| 1266 FURNACE BROOK PKWY SUITE 410 | QUINCY | MA | 02169 | GENERAL OPERATING SUPPORT | $10,000 | |
| CLARKE SCHOOL FOR THE DEAF | ||||||
| 45 ROUND HILL RD | NORTHAMPTON | MA | 01060 | GENERAL OPERATING SUPPORT | $8,000 | |
| CODMAN ACADEMY FOUNDATION | ||||||
| 637 WASHINGTON STREET | DORCHESTER | MA | 02124 | GENERAL OPERATING SUPPORT | $10,000 | |
| CODMAN SQUARE NEIGHBORHOOD DEVELOPMENT CORPORATION | ||||||
| 587 WASHINGTON STREET | DORCHESTER | MA | 02124 | GENERAL OPERATING SUPPORT | $5,000 | |
| COMMUNITY ACTION AGENCY OF SOMERVILLE INC | ||||||
| 66-70 UNION SQUARE | SOMERVILLE | MA | 02143 | GENERAL OPERATING SUPPORT | $5,000 | |
| COMMUNITY ROWING INC | ||||||
| 20 NONANTUM ROAD | BRIGHTON | MA | 02135 | LET'S ROW BOSTON | $5,000 | |
| COMMUNITY SERVINGS INC | ||||||
| 179 AMORY STREET | JAMAICA PLAIN | MA | 02130 | MEDICALLY TAILORED NUTRITION PROGRAM | $10,000 | |
| CRISPUS ATTUCKS CHILDREN'S CENTER | ||||||
| 105 CRAWFORD STREET | DORCHESTER | MA | 02121 | GENERAL OPERATING SUPPORT | $5,000 | |
| CRISPUS ATTUCKS CHILDRENS CENTER INC | ||||||
| 105 CRAWFORD STREET | DORCHESTER | MA | 021211101 | GENERAL OPERATING SUPPORT | $5,000 | |
| DISCOVERING JUSTICE | ||||||
| 1 COURTHOUSE WAY SUITE 1400 | BOSTON | MA | 02110 | THE GREATER BOSTON DISCOVERING JUSTICE PROJECT | $10,000 | |
| ECONOMIC MOBILITY PATHWAYS INC | ||||||
| 308 CONGRESS STREET 5TH FLOOR | BOSTON | MA | 02210 | OPERATING SUPPORT FOR MOBILITY MENTORING SERVICES | $5,000 | |
| ELEVATE YOUTH INC | ||||||
| 4 TANNERY BROOK ROW APT 13 | SOMERVILLE | MA | 021442758 | GENERAL OPERATING SUPPORT | $5,000 | |
| ELLIS MEMORIAL AND ELDREDGE HOUSE INC | ||||||
| 58 BERKELEY STREET | BOSTON | MA | 02116 | EARLY CHILDHOOD EDUCATION | $7,500 | |
| EMERGE | ||||||
| 15 COURT SQUARE | BOSTON | MA | 02108 | GENERAL OPERATING SUPPORT | $5,000 | |
| EMMANUEL GOSPEL CENTER | ||||||
| 44 MOULTRIE STREET | DORCHESTER | MA | 02124 | INTERCULTURAL MINISTRIES | $5,000 | |
| ENROOT INC | ||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | ENROOT EXPLORE, LEADERSHIP, EMERGE, AND COLLEGE SUCCESS PROGRAMMING | $8,000 | |
| EPIPHANY SCHOOL INC | ||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | GENERAL OPERATIONS | $10,000 | |
| FAMILIES FIRST | ||||||
| 50 HUNT STREET SUITE 320 | WATERTOWN | MA | 02472 | POWER OF PARENTING AND PARENT LEADERSHIP PROGRAMMING | $5,000 | |
| FAMILY AND CHILDRENS SERVICE | ||||||
| 2400 CLIFTON AVE | NASHVILLE | TN | 372094117 | GENERAL OPERATING SUPPORT | $5,000 | |
| FAMILY NURTURING CENTER OF MASSACHUSETTS INC | ||||||
| 85 DRAPER STREET 2 | BOSTON | MA | 02122 | GENERAL OPERATING SUPPORT | $10,000 | |
| FAMILYAID BOSTON | ||||||
| 3815 WASHINGTON STREET | BOSTON | MA | 02130 | THE FAMILY HOMELESSNESS PREVENTION PROGRAM | $10,000 | |
| FATHER BILL'S & MAINSPRING | ||||||
| 422 WASHINGTON STREET | QUINCY | MA | 02169 | TRIAGE PROJECT | $10,000 | |
| FOOD DRIVE INC | ||||||
| 25 SARGENT ST | MELROSE | MA | 021761931 | GENERAL OPERATING SUPPORT | $5,000 | |
| FOOD FOR FREE COMMITTEE INC | ||||||
| 11 INMAN STREET | CAMBRIDGE | MA | 02139 | THE HEALTHY EATS HOME DELIVERY PROGRAM | $7,500 | |
| FRANCISCAN HOSPITAL FOR CHILDREN INC | ||||||
| 30 WARREN STREET | BRIGHTON | MA | 02135 | CHILDREN'S WELLNESS INITIATIVE | $10,000 | |
| FREEDOM HOUSE INC | ||||||
| 5 CRAWFORD STREET | DORCHESTER | MA | 02121 | THE PUSH PROGRAM | $10,000 | |
| FRIENDS OF 2LIFE COMMUNITIES INC | ||||||
| 30 WALLINGFORD ROAD | BRIGHTON | MA | 02135 | CARINGCHOICES | $5,000 | |
| FRIENDS OF ST STEPHEN'S YOUTH PROGRAMS | ||||||
| 419 SHAWMUT AVENUE | BOSTON | MA | 02118 | B-READY AFTERSCHOOL PROGRAM | $10,000 | |
| FRIENDS OF THE CHILDREN-BOSTON | ||||||
| 184 DUDLEY STREET SUITE 100 | ROXBURY | MA | 02119 | GENERAL OPERATING SUPPORT | $7,000 | |
| FRIENDSHIPWORKS INC | ||||||
| 105 CHAUNCY STREET SUITE 801 | BOSTON | MA | 02111 | OPERATING SUPPORT | $10,000 | |
| GIRLS INCORPORATED OF LYNN | ||||||
| 50 HIGH STREET | LYNN | MA | 01902 | TEEN PROGRAM | $7,500 | |
| GREATER BOSTON LEGAL SERVICES | ||||||
| 197 FRIEND STREET | BOSTON | MA | 02114 | LEGAL ADVOCACY PROJECT FOR ELDERS | $12,500 | |
| GREENROOTS INC | ||||||
| 90 EVERETT AVE 3RD FLOOR SUITE 10 | CHELSEA | MA | 021502317 | GENERAL OPERATING SUPPORT | $5,000 | |
| HALEY HOUSE INC | ||||||
| 23 DARTMOUTH STREET | BOSTON | MA | 02116 | ELDER MEAL AND FOOD PANTRY | $8,000 | |
| HARLEM LACROSSE AND LEADERSHIP CENTER | ||||||
| 9 PEACEVALE ROAD | BOSTON | MA | 02124 | GENERAL OPERATING SUPPORT | $7,500 | |
| HEADING HOME INC | ||||||
| 186 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | GENERAL OPERATING SUPPORT | $10,000 | |
| HEALTH CARE WITHOUT WALLS | ||||||
| 148 LINDEN STREET SUITE 208 | WELLESLEY | MA | 02482 | COMPASSIONATE CARE FOR AGING HOMELESS WOMEN | $5,000 | |
| HEALTH RESOURCES IN ACTION INC | ||||||
| 2 BOYLSTON ST STE 4 | BOSTON | MA | 021164737 | GENERAL OPERATING SUPPORT | $111,667 | |
| HEALTHY WALTHAM | ||||||
| 510 MOODY STREET | WALTHAM | MA | 02453 | HEALTHY WALTHAM FOOD PANTRY | $8,000 | |
| HEARTH INC | ||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 02118 | OUTREACH PROGRAM | $10,000 | |
| HESPERIAN HEALTH GUIDES | ||||||
| 2860 TELEGRAPH AVENUE | OAKLAND | CA | 94609 | GLOBAL REPRODUCTIVE HEALTH AND RIGHTS | $10,000 | |
| HOMESTART INC | ||||||
| 5133 FIERY SKY RIDGE ST | LAS VEGAS | NV | 891481844 | GENERAL OPERATING SUPPORT | $10,000 | |
| HOPE FOUNDATION FOR WOMEN AND CHILDREN | ||||||
| 16401 NW 2ND AVE SUITE 202 | MIAMI | FL | 33169 | GENERAL OPERATING SUPPORT | $10,000 | |
| HORIZONS FOR HOMELESS CHILDREN INC | ||||||
| 1785 COLUMBUS AVE | ROXBURY | MA | 021191041 | GENERAL OPERATING SUPPORT | $10,000 | |
| HYDE SQUARE TASK FORCE | ||||||
| PO BOX 301871 | JAMAICA PLAIN | MA | 02130 | THE JVENES EN ACCIN/YOUTH IN ACTION PROGRAM | $5,000 | |
| IMMIGRANT LEARNING CENTER INC | ||||||
| 442 MAIN STREET | MALDEN | MA | 02148 | ENGLISH FOR SPEAKERS OF OTHER LANGUAGES PROGRAM | $10,000 | |
| INNERCITY WEIGHTLIFTING | ||||||
| PO BOX 171313 | BOSTON | MA | 02117 | GENERAL OPERATING SUPPORT | $5,000 | |
| INQUILINOS BORICUAS EN ACCION INC | ||||||
| 2 SAN JUAN STREET | BOSTON | MA | 02118 | RESIDENT SERVICES PROGRAM | $10,000 | |
| INTERFAITH SOCIAL SERVICES INC | ||||||
| 105 ADAMS ST | QUINCY | MA | 021692004 | GENERAL OPERATING SUPPORT | $10,000 | |
| INTERNATIONAL INSTITUTE OF NEW ENGLAND INC | ||||||
| 2 BOYLSTON STREET 3RD FLOOR | BOSTON | MA | 02116 | TRAUMA VICTIM ASSISTANCE | $8,000 | |
| JEWISH FAMILY AND CHILDREN'S SERVICE | ||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | FAMILY TABLE | $10,000 | |
| LITERATIONS | ||||||
| 1 FEDERAL STREET 5TH FLOOR | BOSTON | MA | 02110 | THE ACTIVATION PROGRAM | $7,000 | |
| LITTLE BROTHERS FRIENDS OF THE ELDERLY - BOSTON INC | ||||||
| 2 PARK PLAZA STE 400 | BOSTON | MA | 021163935 | GENERAL OPERATING SUPPORT | $10,000 | |
| LOVIN' SPOONFULS INC | ||||||
| 189 WELLS AVENUE SUITE 100 | NEWTON | MA | 02459 | FOOD RESCUE AND HUNGER RELIEF EFFORTS IN GREATER BOSTON | $5,000 | |
| MAB COMMUNITY SERVICES INC | ||||||
| 200 IVY STREET | BROOKLINE | MA | 024463907 | GREATER BOSTON HEALTHY LIVING INITIATIVE FOR OLDER ADULTS WITH BLINDNESS OR LOW VISION | $7,500 | |
| MADISON PARK DEVELOPMENT CORPORATION | ||||||
| 184 DUDLEY STREET SUITE 200 | ROXBURY | MA | 02119 | SOHEIL TURNER YOUTH LEADERSHIP INSTITUTE- 2020-21 SCHOOL YEAR AND SUMMER YOUTH EMPLOYMENT PROGRAMS. | $5,000 | |
| MASSACHUSETTS ALLIANCE OF PORTUGUESE SPEAKERS INC | ||||||
| 1046 CAMBRIDGE ST | CAMBRIDGE | MA | 021391407 | GENERAL OPERATING SUPPORT | $10,000 | |
| MASSACHUSETTS COALITION FOR THE HOMELESS INC | ||||||
| 73 BUFFUM STREET | LYNN | MA | 01902 | THE CASA PROJECT | $9,000 | |
| MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN | ||||||
| 125 HARTWELL AVENUE | LEXINGTON | MA | 02421 | KINNECTIONS PROGRAM | $7,000 | |
| MAVERICK LANDING COMMUNITY SERVICES | ||||||
| 31 LIVERPOOL STREET | EAST BOSTON | MA | 02128 | GENERAL OPERATING SUPPORT | $5,000 | |
| METROPOLITAN BOSTON HOUSING PARTNERSHIP INC | ||||||
| 1411 TREMONT STREET | BOSTON | MA | 021203401 | SPECIALIZED INTENSIVE PROGRAMS AND SERVICES (SIPS) | $5,000 | |
| MISSION OF DEEDS INC | ||||||
| 6 CHAPIN AVENUE | READING | MA | 01867 | GENERAL OPERATING SUPPORT | $7,500 | |
| MORE THAN WORDS | ||||||
| 56 FELTON STREET | WALTHAM | MA | 02453 | GENERAL OPERATING SUPPORT | $10,000 | |
| MOUNT PLEASANT HOME INC | ||||||
| 301 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | ASSURING THE HEALTH AND WELLBEING OF VULNERABLE ELDERS AT MOUNT PLEASANT HOME | $5,000 | |
| MUJERES UNIDAS AVANZANDO | ||||||
| 54 CLAYTON STREET | DORCHESTER | MA | 02122 | GENERAL OPERATING SUPPORT | $10,000 | |
| NATIVITY PREP BOSTON | ||||||
| 39 LAMARTINE STREET | JAMAICA PLAIN | MA | 02130 | GENERAL OPERATING SUPPORT | $10,000 | |
| NEIGHBORHOOD OF AFFORDABLE HOUSING INC | ||||||
| 143 BORDER STREET | EAST BOSTON | MA | 02128 | SENIOR REPAIR SERVICES | $20,000 | |
| NEIGHBORHOOD VILLAGES INC | ||||||
| 64 SIGOURNEY ST | JAMAICA PLAIN | MA | 021302937 | GENERAL OPERATING SUPPORT | $10,000 | |
| NEWTON COMMUNITY SERVICE CENTERS INC | ||||||
| 492 WALTHAM STREET | WEST NEWTON | MA | 024650000 | GENERAL OPERATING SUPPORT | $5,000 | |
| ON THE RISE INC | ||||||
| 341 BROADWAY | CAMBRIDGE | MA | 02139 | SAFE HAVEN AND KEEP THE KEYS PROGRAMS | $7,500 | |
| OPERATION ABLE OF GREATER BOSTON INC | ||||||
| 174 PORTLAND STREET 5TH FLOOR | BOSTON | MA | 02114 | THE SKILLS2WORK PROGRAM | $10,000 | |
| PARENTS HELPING PARENTS THE ROUNDTABLE OF SUPPORT INC | ||||||
| 108 WATER STREET | WATERTOWN | MA | 02472 | SUPPORT GROUPS FOR DISADVANTAGED WOMEN | $5,000 | |
| PARTNERS FOR YOUTH WITH DISABILITIES | ||||||
| 5 MIDDLESEX AVENUE SUITE 307 | SOMERVILLE | MA | 02145 | MENTOR MATCH | $7,500 | |
| PCI-MEDIA | ||||||
| 26 BROADWAY 934 | NEW YORK | NY | 100040000 | GENERAL OPERATING SUPPORT | $10,000 | |
| PEER GLOBAL HEALTH INITIATIVES INC | ||||||
| 1501 VISTA RIDGE WAY | ROSEVILLE | CA | 956610000 | GENERAL OPERATING SUPPORT | $10,000 | |
| PHILANTHROPY MASSACHUSETTS | ||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | MEMBERSHIP RENEWAL | $6,400 | |
| PIERS PARK SAILING CENTER | ||||||
| 95 MARGINAL STREET | EAST BOSTON | MA | 02128 | THE INCLUSIVE YOUTH DEVELOPMENT PROGRAM | $7,500 | |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS | ||||||
| 60 ELDRIDGE ROAD 3 | JAMAICA PLAIN | MA | 02130 | EDUCATION PROGRAMS | $15,000 | |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | ||||||
| 784 HERCULES DRIVE SUITE 110 | COLCHESTER | VT | 05446 | REPRODUCTIVE HEALTH CARE FOR LOW-INCOME PATIENTS | $20,000 | |
| POLITICAL ASYLUM IMMIGRATION REPRESENTATION PROJECT INC | ||||||
| 98 NORTH WASHINGTON STREET SUITE | BOSTON | MA | 02114 | ACCESS TO JUSTICE FOR IMMIGRANT FAMILIES | $8,000 | 106 |
| POPULATION MEDIA CENTER INC | ||||||
| 30 KIMBALL AVENUE SUITE 302 | SOUTH BURLINGTON | VT | 05403 | MASS MEDIA COMMUNICATIONS FOR PROMOTING REPRODUCTIVE HEALTH | $10,000 | |
| PROJECT CITIZENSHIP | ||||||
| 11 BEACON STREET SUITE 720 | BOSTON | MA | 02108 | GENERAL OPERATING SUPPORT | $10,000 | |
| PROJECT HOPE | ||||||
| 550 DUDLEY STREET | ROXBURY | MA | 02119 | PROJECT HOPE HOUSING SERVICES | $5,000 | |
| QUINCY COMMUNITY ACTION PROGRAMS INC | ||||||
| 1509 HANCOCK STREET | QUINCY | MA | 02169 | SOUTHWEST COMMUNITY FOOD CENTER | $8,000 | |
| RAISING A READER MASSACHUSETTS | ||||||
| 3 SCHOOL STREET | BOSTON | MA | 02108 | GENERAL OPERATING SUPPORT | $5,000 | |
| RAW ART WORKS INC | ||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | ARTS-BASED AFTER-SCHOOL AND OUT-OF-SCHOOL-TIME PROGRAMMING FOR HIGH SCHOOL STUDENTS | $10,000 | |
| READ TO A CHILD | ||||||
| 20 WILLIAM ST STE G25 | WELLESLEY | MA | 024814113 | GENERAL OPERATING SUPPORT | $5,000 | |
| REBUILDING TOGETHER BOSTON | ||||||
| 89 SOUTH STREET SUITE 203 | BOSTON | MA | 02111 | THE SAFE AT HOME PROGRAM | $7,500 | |
| RESPOND INC | ||||||
| PO BOX 555 | SOMERVILLE | MA | 02143 | EMERGENCY SHELTER PROGRAM | $7,000 | |
| RIAN IMMIGRANT CENTER INC | ||||||
| ONE STATE STREET 8TH FLOOR | BOSTON | MA | 02109 | IMMIGRANT INTEGRATION SERVICES | $8,000 | |
| ROCA NC | ||||||
| 101 PARK ST | CHELSEA | MA | 021502771 | GENERAL OPERATING SUPPORT | $10,000 | |
| ROGERSON COMMUNITIES | ||||||
| ONE FLORENCE STREET | BOSTON | MA | 02131 | ADULT DAY HEALTH PROGRAMS FOR LOW-INCOME OLDER ADULTS | $10,000 | |
| ROOM TO GROW NATIONAL INC | ||||||
| 400 SHAWMUT AVENUE | BOSTON | MA | 02118 | GENERAL OPERATING SUPPORT FOR BOSTON | $5,000 | |
| ROOT NS INC | ||||||
| 35 CONGRESS STREET SUITE 2350 | SALEM | MA | 01970 | THE YOUTH CULINARY TRAINING PROGRAM | $7,000 | |
| ROSIE'S PLACE INC | ||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | EMERGENCY AND SUPPORT SERVICES | $5,000 | |
| SACRED VALLEY HEALTH | ||||||
| 2500 LORD BARANOF DR | ANCHORAGE | AK | 995171262 | GENERAL OPERATING SUPPORT | $10,000 | |
| SCHOOL OF LEADERSHIP-AFGHANISTAN INC | ||||||
| 700 N OLIVE AVE | WEST PALM BCH | FL | 33401 | GENERAL OPERATING SUPPORT | $20,000 | |
| SCHOOL ON WHEELS OF MASSACHUSETTS | ||||||
| 100 LAUREL STREET | EAST BRIDGEWATER | MA | 02333 | EXPANSION OF THE TUTORING PROGRAM FOR STUDENTS IN BOSTON WHO ARE IMPACTED BY HOMELESSNESS | $5,000 | |
| SECOND STEP INC | ||||||
| PO BOX 600213 | NEWTONVILLE | MA | 024600002 | GENERAL OPERATING SUPPORT | $7,500 | |
| SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC | ||||||
| 8 LAKEVILLE ROAD SUITE 3 | JAMAICA PLAIN | MA | 02130 | SKILLS FOR SUCCESS DIRECT CLIENT SERVICES/SELF-ESTEEM ONLINE LEARNING CENTER | $7,500 | |
| SHOOTING TOUCH | ||||||
| 25 PLEASANT ST | MEDFIELD | MA | 020522603 | GENERAL OPERATING SUPPORT | $5,000 | |
| SILVER LINING MENTORING INC | ||||||
| PO BOX 541497 | WALTHAM | MA | 02454 | STIPENDS FOR LEARN & EARN PARTICIPANTS | $5,000 | |
| SOCIEDAD LATINA INC | ||||||
| 1530 TREMONT ST | ROXBURY | MA | 021202929 | GENERAL OPERATING SUPPORT | $7,500 | |
| SOUTH BOSTON NEIGHBORHOOD HOUSE | ||||||
| 136 H STREET | SOUTH BOSTON | MA | 02127 | THE BOSTON MONEY MANAGEMENT PROGRAM | $7,500 | |
| ST FRANCIS HOUSE | ||||||
| 7 BOYLSTON SQUARE | BOSTON | MA | 02116 | REFUGE SERVICES AND BASIC NEEDS PROGRAMS | $10,000 | |
| STEPPINGSTONE FOUNDATION INC | ||||||
| ONE APPLETON STREET 4TH FLOOR | BOSTON | MA | 02116 | SCHOLARS PROGRAM | $10,000 | |
| STONE HOUSE INC | ||||||
| 223 W SPRING STREET | VINEYARD HVN | MA | 025686316 | GENERAL OPERATING SUPPORT | $7,000 | |
| STRAIGHT AHEAD MINISTRIES INC | ||||||
| 791 MAIN STREET | WORCESTER | MA | 01610 | BOSTON YOUTH RE-ENTRY PROGRAM | $8,000 | |
| STRONG WOMEN STRONG GIRLS | ||||||
| 89 SOUTH STREET LL02 | BOSTON | MA | 02111 | THE COMMUNITY-BASED MENTORING PROGRAM IN BOSTON | $8,000 | |
| SUMMER SEARCH | ||||||
| 3840 WASHINGTON STREET | JAMAICA PLAIN | MA | 02130 | YEAR-ROUND MENTORING PROGRAMS | $10,000 | |
| THE BASE INC | ||||||
| 150 SHIRLEY STREET | ROXBURY | MA | 02119 | GENERAL OPERATING SUPPORT | $10,000 | |
| THE HOME FOR LITTLE WANDERERS | ||||||
| 10 GUEST STREET | BOSTON | MA | 02135 | SOMERVILLE VILLAGE | $10,000 | |
| THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER | ||||||
| PO BOX 127 | BOSTON | MA | 02127 | THOMPSON ISLAND CONNECTIONS: FIELD SCIENCE AND SOCIAL-EMOTIONAL LEARNING FOR BPS YOUTH | $5,000 | |
| UGANDA VILLAGE PROJECT | ||||||
| 720 SENECA STREET SUITE 107 | SEATTLE | WA | 98101 | GENERAL OPERATING SUPPORT | $8,000 | |
| UPSTREAM USA INC | ||||||
| 2 OLIVER STREET SUITE 402 | BOSTON | MA | 02109 | GENERAL OPERATING SUPPORT | $10,000 | |
| URBAN FARMING INSTITUTE OF BOSTON INC | ||||||
| 487R NORFOLK STREET | MATTAPAN | MA | 02126 | GENERAL OPERATING SUPPORT | $10,000 | |
| VETERANS LEGAL SERVICES | ||||||
| PO BOX 8457 | BOSTON | MA | 02114 | GENERAL OPERATING SUPPORT | $10,000 | |
| VICTORY PROGRAMS INC | ||||||
| 965 MASSACHUSETTS AVENUE | BOSTON | MA | 02118 | THE BOSTON LIVING CENTERS NUTRITION AND EDUCATION/WELLNESS INITIATIVES | $8,000 | |
| VIETNAM VETERANS WORKSHOP INC | ||||||
| 17 COURT STREET | BOSTON | MA | 02108 | VETERANS EMPLOYMENT SERVICES | $10,000 | |
| VOLUNTEER LAWYERS PROJECT | ||||||
| 7 WINTHROP SQUARE | BOSTON | MA | 02110 | GENERAL OPERATING SUPPORT | $5,000 | |
| WALKER INC | ||||||
| 1968 CENTRAL AVENUE | NEEDHAM | MA | 02492 | GENERAL OPERATING SUPPORT | $10,000 | |
| WELLSPRING HOUSE INC | ||||||
| 302 ESSEX AVE | GLOUCESTER | MA | 019302351 | GENERAL OPERATING SUPPORT | $5,000 | |
| WEST END HOUSE INC | ||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | COLLEGE AND CAREER SUCCESS | $15,000 | |
| WHITE RIBBON ALLIANCE INC | ||||||
| 1100 17TH STREET NW 800 | WASHINGTON | DC | 20036 | GENERAL OPERATING SUPPORT | $10,000 | |
| WOMEN'S EDUCATIONAL CENTER | ||||||
| 25 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | FREE DROP-IN SUPPORTS AND SERVICES FOR THE CWC COMMUNITY | $5,000 | |
| WOMEN'S LUNCH PLACE INC | ||||||
| 67 NEWBURY STREET | BOSTON | MA | 021163010 | HEALTHY MEALS | $10,000 | |
| WRITEBOSTON INC | ||||||
| 2300 WASHINGTON STREET FLOOR 6 | BOSTON | MA | 02119 | TEENS IN PRINT | $5,000 | |
| YOUNG AUDIENCES OF MASSACHUSETTS INC | ||||||
| 89 SOUTH ST STE 603 | BOSTON | MA | 021112746 | GENERAL OPERATING SUPPORT | $8,000 | |
| YOUTHBUILD BOSTON INC | ||||||
| 27 CENTRE STREET | ROXBURY | MA | 02119 | YOUTH WORKFORCE DEVELOPMENT - BUILDING TRADES EXPLORATION PROGRAM | $10,000 | |
| ZUMIX INC | ||||||
| 260 SUMNER STREET | EAST BOSTON | MA | 02128 | THE CREATIVE YOUTH DEVELOPMENT PROGRAM | $10,000 | |
| THE GREATER BOSTON FOOD BANK INC | ||||||
| 70 S BAY AVE | BOSTON | MA | 021182704 | GENERAL OPERATING SUPPORT | $20,000 | |
| YOUNG WOMENS CHRISTIAN ASSOCIATION | ||||||
| 206 ROGERS T | LOWELL | MA | 018523695 | GENERAL OPERATING SUPPORT | $5,000 | |
| ALL DORCHESTER SPORTS & LEADERSHIP INC | ||||||
| 1565 DORCHESTER AVE | DORCHESTER | MA | 021221376 | GENERAL OPERATING SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,453,067 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $21 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $446,663 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,211 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $778 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $485,498 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 PARK STREET CAPITAL PRIVATE EQUITY | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,112 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,638 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,911 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $935,010 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $938,921 | 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 | TAX PREP FEE | CategoryTxt |
| Amt | $7,656 | Amt |
| Net Investment Income | $3,828 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,828 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| K-1 PARK STREET CAPITAL PRIVATE EQUITY FUND | PURCHASED | $18 | COST | $0 | -$18 | |
| K-1 PARK STREET CAPITAL PRIVATE EQUITY FUND | PURCHASED | COST | $0 | $198 | $198 | |
| K-1 PARK STREET CAPITAL PRIVATE EQUITY FUND | PURCHASED | COST | $0 | $598 | $598 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INV - CORP BONDS | BondNm |
| EOY Book Value | $5,706,737 | EOYBookValueAmt |
| EOYFMV | $5,631,153 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INV - CORP STOCK | StockNm |
| EOY Book Value | $7,430,562 | EOYBookValueAmt |
| EOYFMV | $20,203,170 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| K1 PARK ST CAPITAL PRIVATE EQUITY FD XI (80-0966349) | AT COST | $334,535 | $855,213 |
| K1 WINDSAIL CREDIT QP FUND, LP (61-1848883) | AT COST | $167,181 | $135,286 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATION & LEGAL FEES | CategoryTxt |
| Legal Fees | $96,906 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $96,906 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMONWEALTH OF MASSACHUSETTS - FILING FEE | $125 | $0 | $125 |
| PARTNERSHIP DEDUCTIONS | $10,453 | $10,453 | $0 |
| ADR FEES | $317 | $317 | $0 |
| MISC. EXPENSES | $115 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $1,211 | $1,211 | $1,211 |
| K-1 PARK STREET CAPITAL PRIVATE EQUITY | $4,750 | $1,638 | $4,750 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENT | Desc |
| Amt | $15,873 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $65,466 | $65,466 | $0 |
| CONSULTING FEES | $6,655 | $0 | $6,655 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $12,785 | $12,785 | $0 |
| FOREIGN TAXES WITHHELD FROM PARTNERSHIPS | $40 | $40 | $0 |
| FEDERAL EXCISE TAXES | $28,510 | $0 | $0 |