BUSHROD H CAMPBELL AND ADAH F HALL CHARITY FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BUSHROD H CAMPBELL AND ADAH F HALL CHARITY FUND (EIN 04-6013598)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2025-04-15
- IRS object ID
- 202521059349101252
- Schema version
- 2023v6.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees 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 | 2025-04-15T14:38:20-05:00 | ReturnTs |
| Tax Period End | 2024-05-31 | 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 | 2023-06-01 | 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 | 2025-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2025-04-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,046,429 | 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 | $526,423 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $526,423 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,838,793 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,425,558 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,838,793 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,257 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,257 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,368,473 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,368,473 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $108,164 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $102,756 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,408 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $99,580 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $99,580 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,572 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,786 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,786 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $68,776 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,776 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,107 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,607 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,446 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,321 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $309,645 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $200,246 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $108,899 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,369,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,369,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,679,045 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $200,246 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,478,299 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $689,428 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,168,227 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,630,063 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,329,993 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,329,993 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,430,562 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,469,396 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,278,126 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,706,737 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,686,149 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,709,642 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $501,716 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $449,364 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $728,668 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,269,078 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,934,902 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,046,429 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $15,528,841 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,505,237 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$259,763 | RetainedEarningBOYAmt |
| Retained Earning EOY | $429,665 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,269,078 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,934,902 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,269,078 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,934,902 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,269,078 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $689,428 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,958,506 | SubtotalAmt |
| Other Decreases | $23,604 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,934,902 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| HEMENWAY & BARNES LP | P | 2024-05-31 | $59,446 | $65,929 | -$6,483 | -$6,483 |
| HEMENWAY & BARNES LP | P | 2024-05-31 | $8,311,783 | $6,519,635 | $1,792,148 | $1,792,148 |
| PARK STREET CAPITAL PRIVATE EQUITY FUND XI | P | $847 | -$847 | -$847 | ||
| PARK STREET CAPITAL PRIVATE EQUITY FUND XI | P | $40,867 | $40,867 | $40,867 | ||
| PARK STREET CAPITAL PRIVATE EQUITY FUND XI | P | $354 | -$354 | -$354 | ||
| WINDSAIL CREDIT QP FUND | P | $13,462 | $13,462 | $13,462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,838,793 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,138 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,138 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,138 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,329 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $43,329 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,191 | OverpaymentAmt |
| Applied To ES Tax | $13,191 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | 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 | $51,582 | $0 | $0 | |
| ARTHUR B PAGE | |||||||||
| HEMENWAY BARNES LLP 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 2.50 | $51,582 | $0 | $0 | |
| GEORGE P BEAL | |||||||||
| BOSTON FAMILY OFFICE LLC 88 BROAD | BOSTON | MA | 02110 | TRUSTEE | 1.00 | $5,000 | $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 | $28,299,001 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,553,339 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,852,340 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,852,340 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $447,785 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,404,555 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,470,228 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,470,228 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,138 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $123 | IncomeTaxAmt |
| Total Tax | $30,261 | TotalTaxAmt |
| Distributable Before Adj | $1,439,967 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,439,967 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,439,967 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,478,299 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,478,299 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,439,967 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,380,377 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,478,299 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,380,377 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $97,922 | 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 | $1,342,045 | 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 (177 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| 2LIFE COMMUNITIES INC | ||||||
| 30 WALLINGFORD ROAD | BRIGHTON | MA | 02135 | CARINGCHOICES FOR OLDER ADULTS | $7,000 | |
| 826 BOSTON INC | ||||||
| 3035 WASHINGTON STREET | ROXBURY | MA | 021191227 | WRITERS' ROOM AT MARGARITA MUIZ ACADEMY | $10,000 | |
| ACTION FOR BOSTON COMMUNITY DEVELOPMENT | ||||||
| 178 TREMONT STREET | BOSTON | MA | 02111 | THE NORTH END/WEST END NEIGHBORHOOD SERVICE CENTER'S SENIOR SERVICES | $10,000 | |
| ADOLESCENT CONSULTATION SERVICES INC | ||||||
| 189 CAMBRIDGE STREET | CAMBRIDGE | MA | 02141 | INDIVIDUAL AND GROUP TREATMENT FOR HIGH-RISK CHILDREN AND THEIR FAMILIES | $7,500 | |
| ALLSTON BRIGHTON COMMUNITY DEVELOPMENT CORPORATION | ||||||
| 18R SHEPARD STREET UNIT 100 | BRIGHTON | MA | 02135 | RESIDENT SERVICES | $5,000 | |
| AMERICA SCORES NEW ENGLAND | ||||||
| 150 BYRON STREET | EAST BOSTON | MA | 02128 | GENERAL OPERATING SUPPORT | $5,000 | |
| AMERICAN RED CROSS OF GREATER BOSTON | ||||||
| 101 STATION LANDING SUITE 510 | MEDFORD | MA | 02155 | THE BOSTON FOOD PANTRY | $10,000 | |
| ARTISTS FOR HUMANITY INC | ||||||
| 100 WEST 2ND STREET | BOSTON | MA | 02127 | YOUTH ARTS ENTERPRISE | $10,000 | |
| ARTS FOR LEARNING MASSACHUSETTS INC | ||||||
| 89 SOUTH STREET SUITE 603 | BOSTON | MA | 02111 | EXPANDING HORIZONS THROUGH MUSIC | $8,000 | |
| BACK ON MY FEET | ||||||
| PO BOX 71536 | PHILADELPHIA | PA | 191761536 | GENERAL OPERATING SUPPORT | $5,000 | |
| BAY COVE HUMAN SERVICES INC | ||||||
| 66 CANAL STREET | BOSTON | MA | 02114 | CARDINAL MEDEIROS CENTER AND SHELTER | $10,000 | |
| BENEVOLENT FRATERNITY OF UNITARIAN CHURCH | ||||||
| 10 PUTNAM STREET | ROXBURY | MA | 02119 | ROXBURY YOUTH PROGRAMS | $5,000 | |
| BENJAMIN FRANKLIN CUMMINGS INSTITUTE OF TECHNOLOGY | ||||||
| 41 BERKELEY STREET | BOSTON | MA | 02116 | EARLY COLLEGE PROGRAMMING | $5,000 | |
| BIG SISTER ASSOCIATION OF GREATER BOSTON INC | ||||||
| 20 PARK PLAZA SUITE 1420 | BOSTON | MA | 02116 | GENERAL OPERATING SUPPORT | $5,000 | |
| BOSTON CASA INC | ||||||
| 151 MERRIMAC STREET SUITE 200 | BOSTON | MA | 02114 | GENERAL OPERATING SUPPORT | $10,000 | |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER INC | ||||||
| 38 ASH STREET | BOSTON | MA | 02111 | COLLEGE ACCESS AND POST-SECONDARY PROGRAMS | $10,000 | |
| BOSTON DEBATE LEAGUE | ||||||
| 1542 TREMONT STREET | BOSTON | MA | 02120 | GENERAL OPERATING SUPPORT | $10,000 | |
| BOSTON HIGHER EDUCATION RESOURCE CENTER | ||||||
| 62 NORTHAMPTON STREET | ROXBURY | MA | 021181823 | PASSPORT TO COLLEGE PROGRAM | $5,000 | |
| BOSTON HOME INC | ||||||
| 2049 DORCHESTER AVENUE | BOSTON | MA | 02124 | WHEELCHAIR ENHANCEMENT CENTER | $10,000 | |
| BOSTON MEDICAL CENTER CORPORATION | ||||||
| ONE BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 021182335 | LIVING WELL AT HOME PROGRAM | $18,000 | |
| BOSTON MISSIONARY BAPTIST COMMUNITY CENTER INC | ||||||
| 336 DUDLEY STREET | ROXBURY | MA | 02119 | HEALTHY FOOD PANTRY | $5,000 | |
| BOSTON PARTNERS IN EDUCATION INC | ||||||
| 192 SOUTH STREET SUITE 600 | BOSTON | MA | 02111 | GENERAL OPERATING SUPPORT | $5,000 | |
| BOSTON YOUTH SYMPHONY ORCHESTRA INC | ||||||
| 855 COMMONWEALTH AVENUE | BOSTON | MA | 022151303 | INTENSIVE COMMUNITY PROGRAM | $5,000 | |
| BOYS AND GIRLS CLUBS OF BOSTON INC | ||||||
| 115 WARREN STREET | ROXBURY | MA | 02119 | FOR THE BENEFIT OF YOUTHCONNECT | $8,000 | |
| BOYS AND GIRLS CLUBS OF DORCHESTER INC | ||||||
| 1135 DORCHESTER AVENUE | DORCHESTER | MA | 02125 | EDUCATION PROGRAMS | $7,500 | |
| BREAKTHROUGH GREATER BOSTON | ||||||
| 101 ROGERS STREET SUITE 2A | CAMBRIDGE | MA | 02142 | MIDDLE SCHOOL SUMMER PROGRAM | $8,000 | |
| BREAKTIME UNITED INC | ||||||
| 170 PORTLAND STREET | BOSTON | MA | 02114 | PROGRAM EXPANSION | $5,000 | |
| BRIDGE OVER TROUBLED WATERS INC | ||||||
| 47 WEST STREET | BOSTON | MA | 02111 | SINGLE PARENT HOUSE | $10,000 | |
| BROOKVIEW HOUSE INC | ||||||
| 2 BROOKVIEW STREET | DORCHESTER | MA | 02124 | YOUTH DEVELOPMENT PROGRAMS | $6,000 | |
| CAMBRIDGE SCHOOL VOLUNTEERS INC | ||||||
| 459 BROADWAY | CAMBRIDGE | MA | 02138 | THE ELEMENTARY MATH PROGRAM | $10,000 | |
| CARITAS COMMUNITIES INC | ||||||
| 25 BRAINTREE HILL PARK SUITE 206 | BRAINTREE | MA | 02184 | RESIDENT SUPPORTIVE SERVICES PROGRAM | $10,000 | |
| CARROLL CENTER FOR THE BLIND INC | ||||||
| 770 CENTRE STREET | NEWTON | MA | 02458 | GENERAL OPERATING SUPPORT | $7,500 | |
| CASA MYRNA VASQUEZ INC | ||||||
| 451 BLUE HILL AVENUE | DORCHESTER | MA | 021214323 | GENERAL OPERATING SUPPORT | $10,000 | |
| CATHEDRAL HIGH SCHOOL INC | ||||||
| 74 UNION PARK STREET | BOSTON | MA | 02118 | COLLEGE READINESS PROGRAM | $10,000 | |
| CATHLEEN STONE ISLAND OUTWARD BOUND SCHOOL INC | ||||||
| PO BOX 127 | BOSTON | MA | 02127 | CONNECTIONS MIDDLE SCHOOL PROGRAM | $5,000 | |
| CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON INC | ||||||
| 275 WEST BROADWAY | BOSTON | MA | 02127 | THE TEEN CENTER | $8,000 | |
| CATIE'S CLOSET INC | ||||||
| 28 LOON HILL ROAD | DRACUT | MA | 01826 | PROGRAM EXPANSION WITHIN THE BOSTON PUBLIC SCHOOLS | $10,000 | |
| CHICA | ||||||
| 1266 FURNACE BROOK PKWY SUITE 410 | QUINCY | MA | 02169 | PROGRAM EXPANSION IN BOSTON | $5,000 | |
| CLARKE SCHOOL FOR THE DEAF | ||||||
| 1 WHITMAN ROAD | NORTHAMPTON | MA | 01060 | CLARKE BOSTON LISTENING AND SPOKEN LANGUAGE SERVICES | $8,000 | |
| CODMAN ACADEMY FOUNDATION | ||||||
| 637 WASHINGTON STREET | DORCHESTER | MA | 02124 | INTERNSHIPS AND COLLEGE & CAREER ADVISING | $8,000 | |
| CODMAN SQUARE HEALTH CENTER INC | ||||||
| 637 WASHINGTON STREET | DORCHESTER | MA | 021243510 | FOOD PANTRY | $5,000 | |
| COMMUNITY ACTION AGENCY OF SOMERVILLE INC | ||||||
| 66-70 UNION SQUARE | SOMERVILLE | MA | 02143 | BUILDING TENANT LEADERSHIP AND POWER IN SOMERVILLE | $5,000 | |
| COMMUNITY MUSIC CENTER OF BOSTON | ||||||
| 34 WARREN AVENUE | BOSTON | MA | 02116 | COMMUNITY ENGAGEMENT AND YOUTH ARTS LEADERSHIP PROGRAMS | $5,000 | |
| COMMUNITY SERVINGS INC | ||||||
| 179 AMORY STREET | JAMAICA PLAIN | MA | 02130 | GENERAL OPERATING SUPPORT | $10,000 | |
| CRISPUS ATTUCKS CHILDREN'S CENTER | ||||||
| 105 CRAWFORD STREET | DORCHESTER | MA | 02121 | GENERAL OPERATING SUPPORT | $8,000 | |
| CROSSROADS FOR KIDS INC | ||||||
| PO BOX 51395 | BOSTON | MA | 02205 | GENERAL OPERATING SUPPORT | $5,000 | |
| DEVELOPMENTAL EVALUATION AND ADJUSTMENT FACILITIES INC | ||||||
| 50 HUNT STREET 200 | WATERTOWN | MA | 02472 | DEAF ACCESSIBLE HEALTH AND EDUCATION PROGRAM | $8,000 | |
| DISCOVERING JUSTICE | ||||||
| 1 COURTHOUSE WAY SUITE 1400 | BOSTON | MA | 02210 | PREPARING GREATER BOSTONS YOUTH FOR CIVIC ENGAGEMENT | $10,000 | |
| ECONOMIC MOBILITY PATHWAYS INC | ||||||
| 308 CONGRESS STREET 5TH FLOOR | BOSTON | MA | 02210 | GENERAL OPERATING SUPPORT | $5,000 | |
| ELLIS EARLY LEARNING INC | ||||||
| 58 BERKELEY STREET | BOSTON | MA | 02116 | GENERAL OPERATING SUPPORT | $7,500 | |
| EMERGE A MEN'S COUNSELING SERVICE ON DOMESTIC VIOLENCE | ||||||
| 388 PLEASANT STREET SUITE 204 | MALDEN | MA | 02148 | COUNSELING SCHOLARSHIP PROGRAM | $6,000 | |
| EMMANUEL GOSPEL CENTER INC | ||||||
| PO BOX 240017 | DORCHESTER | MA | 02124 | INTERCULTURAL MINISTRIES | $5,000 | |
| ENGLISH FOR NEW BOSTONIANS INC | ||||||
| 185 DEVONSHIRE STREET SUITE 700 | BOSTON | MA | 02110 | ALLIES FOR IMMIGRANTS ESOL CORPS | $6,000 | |
| EPIPHANY SCHOOL INC | ||||||
| 154 CENTRE STREET | DORCHESTER CENTER | MA | 02124 | GENERAL OPERATING SUPPORT | $10,000 | |
| EVKIDS INC | ||||||
| 218 ADAMS STREET UNIT 220502 | BOSTON | MA | 02122 | TUTORING AND COLLEGE SUCCESS PROGRAMS | $5,000 | |
| FAMILIES FIRST PARENTING PROGRAMS INC | ||||||
| 50 HUNT STREET SUITE 320 | WATERTOWN | MA | 02472 | POWER OF PARENTING AND PARENT LEADERSHIP PROGRAMMING | $5,000 | |
| FAMILY & CHILDREN'S SERVICE OF GREATER LYNN INC | ||||||
| 111 NORTH COMMON STREET | LYNN | MA | 019024223 | GENERAL OPERATING SUPPORT | $5,000 | |
| FAMILY NURTURING CENTER OF MASSACHUSETTS INC | ||||||
| 200 BOWDOIN STREET | DORCHESTER | MA | 021221819 | GENERAL OPERATING SUPPORT | $5,000 | |
| FAMILYAID BOSTON INC | ||||||
| 3815 WASHINGTON STREET | BOSTON | MA | 02130 | BOSTON PUBLIC SCHOOLS FAMILY HOMELESSNESS PREVENTION PROGRAM | $10,000 | |
| FATHER BILLS & MAINSPRING INC | ||||||
| 430 BELMONT STREET | BROCKTON | MA | 02301 | THE TRIAGE PROJECT | $10,000 | |
| FOOD DRIVE INC | ||||||
| 25 SARGENT STREET | MELROSE | MA | 02176 | HYPERLOCAL FOOD RESCUE AND HUNGER RELIEF | $5,000 | |
| FOOD FOR FREE COMMITTEE INC | ||||||
| 59 INNER BELT ROAD | SOMERVILLE | MA | 02143 | HEALTHY EATS HOME DELIVERY | $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 | PREPARING URBAN STUDENTS FOR SUCCESS IN HIGHER EDUCATION (PUSH) | $10,000 | |
| FRIENDS OF ST STEPHEN'S YOUTH PROGRAMS | ||||||
| 419 SHAWMUT AVENUE | BOSTON | MA | 02118 | B-READY & B-SAFE | $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 8TH FLOOR | BOSTON | MA | 02111 | GENERAL OPERATING SUPPORT | $10,000 | |
| GIRLS INCORPORATED OF LYNN | ||||||
| 50 HIGH STREET | LYNN | MA | 01902 | TEEN PROGRAMS | $8,000 | |
| GREATER BOSTON LEGAL SERVICES INC | ||||||
| 197 FRIEND STREET | BOSTON | MA | 02114 | LEGAL ADVOCACY FOR ELDERS PROJECT | $12,500 | |
| GREENROOTS INC | ||||||
| 90 EVERETT AVENUE SUITE 10 | CHELSEA | MA | 02150 | ENVIRONMENTAL CHELSEA ORGANIZERS YOUTH CREW | $5,000 | |
| HALEY HOUSE INC | ||||||
| 23 DARTMOUTH STREET | BOSTON | MA | 02116 | FOOD AND MEALS PROGRAM | $8,000 | |
| HARLEM LACROSSE AND LEADERSHIP CORPORATION | ||||||
| PO BOX 260982 | MATTAPAN | MA | 02126 | GENERAL OPERATING SUPPORT | $7,500 | |
| HEADING HOME INC | ||||||
| 186 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | GENERAL OPERATING SUPPORT | $7,500 | |
| HEALTHY WALTHAM | ||||||
| 510 MOODY STREET | WALTHAM | MA | 02453 | THE ENHANCED PANTRY PROGRAM | $8,000 | |
| HESPERIAN HEALTH GUIDES | ||||||
| 2860 TELEGRAPH AVENUE | OAKLAND | CA | 94609 | EFFORTS FOR ADVANCING GLOBAL WOMEN'S HEALTH AND RIGHTS | $10,000 | |
| HOMESTART INC | ||||||
| 105 CHAUNCY STREET SUITE 502 | BOSTON | MA | 02111 | COMMUNITY HOUSING ASSISTANCE FUND | $10,000 | |
| HORIZONS FOR HOMELESS CHILDREN INC | ||||||
| 1785 COLUMBUS AVENUE | ROXBURY | MA | 02119 | LITERACY FOR CHILDREN EXPERIENCING HOMELESSNESS | $10,000 | |
| HYDE SQUARE TASK FORCE | ||||||
| 30 SUNNYSIDE STREET | JAMAICA PLAIN | MA | 02130 | JOVENES EN ACCION/YOUTH IN ACTION PROGRAMS | $5,000 | |
| IMMIGRANT LEARNING CENTER INC | ||||||
| 442 MAIN STREET | MALDEN | MA | 02148 | ENGLISH FOR SPEAKERS OF OTHER LANGUAGES PROGRAMS | $10,000 | |
| INNERCITY WEIGHTLIFTING INC | ||||||
| PO BOX 171313 | BOSTON | MA | 02117 | PERSONAL TRAINING APPRENTICESHIP PROGRAM AND CASE MANAGEMENT | $5,000 | |
| INQUILINOS BORICUAS EN ACCION INC | ||||||
| 2 SAN JUAN STREET | BOSTON | MA | 02118 | YOUTH DEVELOPMENT PROGRAMS | $10,000 | |
| INTERFAITH SOCIAL SERVICES INC | ||||||
| 105 ADAMS STREET | QUINCY | MA | 02169 | FOOD PANTRY | $10,000 | |
| INTERNATIONAL INSTITUTE OF NEW ENGLAND INC | ||||||
| 2 BOYLSTON STREET 3RD FLOOR | BOSTON | MA | 02116 | REFUGEE SUPPORT SERVICES | $10,000 | |
| JEWISH FAMILY AND CHILDREN'S SERVICE | ||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | FAMILY TABLE | $7,500 | |
| JULIE'S FAMILY LEARNING PROGRAM INC | ||||||
| 133 DORCHESTER STREET | SOUTH BOSTON | MA | 02127 | GENERAL OPERATING SUPPORT | $5,000 | |
| LA VIDA SCHOLARS INC | ||||||
| 120 MUNROE STREET | LYNN | MA | 019011537 | GENERAL OPERATING SUPPORT | $8,000 | |
| LEAP FOR EDUCATION INC | ||||||
| 35 CONGRESS STREET SUITE 102 | SALEM | MA | 01970 | SUMMER WORK AND CAREER MENTORING FOR ENGLISH LANGUAGE LEARNERS IN LYNN | $6,000 | |
| LITTLE BROTHERS FRIENDS OF THE ELDERLY- BOSTON INC | ||||||
| 2 PARK PLAZA SUITE 400 | BOSTON | MA | 02116 | CITYSITES | $10,000 | |
| MAB COMMUNITY SERVICES INC | ||||||
| 29 DENBY ROAD | ALLSTON | MA | 02134 | GREATER BOSTON HEALTHY LIVING INITIATIVE FOR OLDER ADULTS WITH BLINDNESS OR LOW VISION | $7,500 | |
| MABEL CENTER FOR IMMIGRANT JUSTICE | ||||||
| 200 PORTLAND STREET 5TH FLOOR | BOSTON | MA | 02114 | GENERAL OPERATING SUPPORT | $8,000 | |
| MASSACHUSETTS ADOPTION RESOURCE EXCHANGE INC | ||||||
| 19 NEEDHAM STREET SUITE 206 | NEWTON | MA | 02461 | FINDING PERMANENT ADOPTIVE HOMES FOR YOUTH IN FOSTER CARE IN GREATER BOSTON | $5,000 | |
| MASSACHUSETTS ALLIANCE OF PORTUGUESE SPEAKERS INC | ||||||
| 1046 CAMBRIDGE STREET | CAMBRIDGE | MA | 02139 | MAPS SENIOR CENTER | $10,000 | |
| MASSACHUSETTS COALITION FOR THE HOMELESS INC | ||||||
| 73 BUFFUM STREET | LYNN | MA | 01902 | THE CASA PROJECT | $8,000 | |
| MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN | ||||||
| 125 HARTWELL AVENUE | LEXINGTON | MA | 02421 | THE KINNECTIONS PROGRAM | $7,000 | |
| METROPOLITAN BOSTON HOUSING PARTNERSHIP INC | ||||||
| 1411 TREMONT STREET | BOSTON | MA | 02120 | SPECIALIZED INTENSIVE PROGRAMS AND SERVICES (SIPS) | $5,000 | |
| MINDS MATTER BOSTON | ||||||
| 185 DEVONSHIRE STREET | BOSTON | MA | 02110 | COLLEGE AND CAREER SUCCESS | $10,000 | |
| MISSION OF DEEDS INC | ||||||
| 6 CHAPIN AVENUE | READING | MA | 01867 | GENERAL OPERATING SUPPORT | $7,500 | |
| MORE THAN WORDS INC | ||||||
| 56 FELTON STREET | WALTHAM | MA | 02453 | GENERAL OPERATING SUPPORT | $10,000 | |
| MOTHERS FOR JUSTICE AND EQUALITY INC | ||||||
| 2201 WASHINGTON STREET 3RD FLOOR | ROXBURY | MA | 02119 | YOUNG PARENT PROGRAM | $7,000 | |
| MOUNT PLEASANT HOME | ||||||
| 301 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | GENERAL OPERATING SUPPORT | $5,000 | |
| MUJERES UNIDAS AVANZANDO INC | ||||||
| 54 CLAYTON STREET | DORCHESTER | MA | 02122 | GENERAL OPERATING SUPPORT | $10,000 | |
| NATIONAL BRAILLE PRESS INC | ||||||
| 88 SAINT STEPHEN STREET | BOSTON | MA | 02115 | HANDS-ON! BOOKS FOR BLIND CHILDREN | $5,000 | |
| NATIVITY PREP BOSTON | ||||||
| 39 LAMARTINE STREET | JAMAICA PLAIN | MA | 02130 | STEM EDUCATION | $7,500 | |
| NEIGHBORHOOD OF AFFORDABLE HOUSING INC | ||||||
| 143 BORDER STREET | EAST BOSTON | MA | 02128 | SENIOR HOME REPAIR SERVICES PROGRAM | $10,000 | |
| NEIGHBORHOOD VILLAGES INC | ||||||
| PO BOX 240154 | BOSTON | MA | 02124 | THE NEIGHBORHOOD" | $10,000 | |
| NEWTON COMMUNITY SERVICE CENTERS INC | ||||||
| 492 WALTHAM STREET | WEST NEWTON | MA | 02465 | COUNSELING AND CONSULTATION SERVICES | $5,000 | |
| NUESTRA COMUNIDAD DEVELOPMENT CORPORATION | ||||||
| PO BOX 190939 | ROXBURY | MA | 02119 | A LIFT UP | $10,000 | |
| ON THE RISE INC | ||||||
| 341 BROADWAY | CAMBRIDGE | MA | 02139 | SAFE HAVEN AND KEEP THE KEYS PROGRAMS | $7,500 | |
| PARENTS HELPING PARENTS THE ROUNDTABLE OF SUPPORT INC | ||||||
| 108 WATER STREET | WATERTOWN | MA | 02472 | SUPPORT GROUPS FOR MOTHERS AND CAREGIVERS | $5,000 | |
| PARTNERS FOR YOUTH WITH DISABILITIES | ||||||
| 89 SOUTH STREET SUITE 103 | BOSTON | MA | 02111 | GENERAL OPERATING SUPPORT | $7,500 | |
| PCI MEDIA | ||||||
| 26 BROADWAY SUITE 934 | NEW YORK | NY | 10004 | GENERAL OPERATING SUPPORT | $6,000 | |
| PEER HEALTH EXCHANGE INC | ||||||
| PO BOX 22375 | PASADENA | CA | 91185 | GREATER BOSTON AND LYNN PROGRAMS | $7,500 | |
| PHILANTHROPY MASSACHUSETTS | ||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | MEMBERSHIP RENEWAL | $6,400 | |
| PIERS PARK SAILING CENTER INC | ||||||
| 95 MARGINAL STREET | EAST BOSTON | MA | 02128 | INCLUSIVE YOUTH DEVELOPMENT PROGRAM | $5,000 | |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS | ||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | EDUCATION PROGRAMS | $15,000 | |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | ||||||
| 784 HERCULES DRIVE SUITE 110 | COLCHESTER | VT | 05446 | GENERAL OPERATING SUPPORT | $12,000 | |
| POLITICAL ASYLUMIMMIGRATION REPRESENTATION PROJECT INC | ||||||
| 98 NORTH WASHINGTON STREET SUITE | BOSTON | MA | 02114 | GENERAL OPERATING SUPPORT | $8,000 | 106 |
| POPULATION MEDIA CENTER INC | ||||||
| 30 KIMBALL AVENUE SUITE 206 | SOUTH BURLINGTON | VT | 05403 | GENERAL OPERATING SUPPORT | $8,000 | |
| PROJECT BREAD - THE WALK FOR HUNGER INC | ||||||
| 145 BORDER STREET | EAST BOSTON | MA | 02128 | FOODSOURCE HOTLINE | $5,000 | |
| PROJECT CITIZENSHIP INC | ||||||
| 11 BEACON STREET SUITE 1210 | BOSTON | MA | 02108 | GENERAL OPERATING SUPPORT | $7,500 | |
| QUINCY COMMUNITY ACTION PROGRAMS INC | ||||||
| 1509 HANCOCK STREET | QUINCY | MA | 02169 | SOUTH-WEST COMMUNITY FOOD CENTER | $5,000 | |
| RAISING A READER MASSACHUSETTS | ||||||
| 53 STATE STREET SUITE 500 | BOSTON | MA | 02109 | MALDEN AND EVERETT RED BOOK BAGS AND FAMILY LITERACY ENGAGEMENT | $7,500 | |
| RAW ART WORKS INC | ||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | AFTER-SCHOOL AND OUT-OF-SCHOOL-TIME PROGRAMMING | $10,000 | |
| REACH BEYOND DOMESTIC VIOLENCE | ||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | THE EMERGENCY SHELTER PROGRAM | $10,000 | |
| READ TO A CHILD INC | ||||||
| 20 WILLIAM STREET G25 | WELLESLEY HILLS | MA | 02481 | READ ALOUD MENTORING PROGRAM | $5,000 | |
| REBUILDING TOGETHER BOSTON | ||||||
| 89 SOUTH STREET SUITE 203 | BOSTON | MA | 02111 | SAFE AT HOME PROGRAM | $10,000 | |
| 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 | IMMIGRATION INTEGRATION SERVICES | $8,000 | |
| ROCA INC | ||||||
| 101 PARK STREET | CHELSEA | MA | 02150 | YOUNG MOTHERS PROGRAM GREATER BOSTON | $10,000 | |
| ROGERSON COMMUNITIES | ||||||
| 1 FLORENCE STREET | ROSLINDALE | MA | 02131 | ADULT DAY HEALTH PROGRAMS FOR LOW-INCOME OLDER ADULTS | $10,000 | |
| ROOM TO GROW BOSTON | ||||||
| 400 SHAWMUT AVENUE | BOSTON | MA | 02118 | GENERAL OPERATING SUPPORT | $5,000 | |
| ROOT NS INC | ||||||
| 35 CONGRESS STREET SUITE 2350 | SALEM | MA | 01970 | CULINARY TRAINING AND ALUMNI EMPLOYMENT PROGRAM | $7,000 | |
| ROSIE'S PLACE INC | ||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | FOOD PROGRAMS | $5,000 | |
| SACRED VALLEY HEALTH | ||||||
| 2500 LORD BARANOF DRIVE | ANCHORAGE | AK | 99517 | WOMEN'S HEALTH PROGRAM | $10,000 | |
| SAHELI INC | ||||||
| 400 WEST CUMMINGS PARK SUITE 2250 | WOBURN | MA | 01801 | GENERAL OPERATING SUPPORT | $5,000 | |
| SAINT FRANCIS HOUSE INC | ||||||
| 7 BOYLSTON SQUARE | BOSTON | MA | 02116 | REFUGE SERVICES | $10,000 | |
| SCHOOL ON WHEELS OF MASSACHUSETTS INC | ||||||
| 100 LAUREL STREET SUITE 121 | EAST BRIDGEWATER | MA | 02333 | TUTORING PROGRAM FOR BOSTON STUDENTS IMPACTED BY HOMELESSNESS | $5,000 | |
| SECOND STEP INC | ||||||
| PO BOX 600213 | NEWTONVILLE | MA | 02460 | GENERAL OPERATING SUPPORT | $5,000 | |
| SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC | ||||||
| 8 LAKEVILLE ROAD SUITE 3 | JAMAICA PLAIN | MA | 02130 | SKILLS FOR SUCCESS | $7,500 | |
| SHOOTING TOUCH | ||||||
| 65 SPRAGUE STREET | BOSTON | MA | 021362061 | SHOOTING TOUCH BOSTON (STB) PROGRAM | $5,000 | |
| SILK ROAD PROJECT INC | ||||||
| PO BOX 35460 | BRIGHTON | MA | 02135 | SILKROAD CONNECT | $5,000 | |
| SILVER LINING MENTORING INC | ||||||
| PO BOX 541497 | WALTHAM | MA | 02454 | LEARN & EARN | $5,000 | |
| SISTERS UNCHAINED INC | ||||||
| PO BOX 300902 | JAMAICA PLAIN | MA | 02130 | THE TRANSFORMATIVE LEADERSHIP PROGRAM | $5,000 | |
| SOCIEDAD LATINA INC | ||||||
| 1530 TREMONT STREET | ROXBURY | MA | 02120 | EDUCATION PATHWAYS | $7,500 | |
| SOUTH BOSTON NEIGHBORHOOD HOUSE INC | ||||||
| 136 H STREET | SOUTH BOSTON | MA | 02127 | SENIOR PROGRAMS | $7,500 | |
| SOUTHWEST BOSTON SENIOR SERVICES INC | ||||||
| 555 AMORY STREET | JAMAICA PLAIN | MA | 02130 | BOSTON MONEY MANAGEMENT PROGRAM | $6,000 | |
| SPOONFULS INC | ||||||
| 189 WELLS AVENUE SUITE 100 | NEWTON | MA | 024593355 | FOOD RECOVERY AND HUNGER RELIEF IN GREATER BOSTON | $5,000 | |
| SQUASHBUSTERS INC | ||||||
| 795 COLUMBUS AVENUE | ROXBURY | MA | 021202108 | SQUASHBUSTERS BOSTON | $5,000 | |
| SQUASHBUSTERS INC | ||||||
| 795 COLUMBUS AVENUE | ROXBURY | MA | 021202108 | GENERAL OPERATING SUPPORT | $5,000 | |
| STEPPINGSTONE FOUNDATION INC | ||||||
| ONE APPLETON STREET 4TH FLOOR | BOSTON | MA | 02116 | STEPPINGSTONE SCHOLARS PROGRAM | $10,000 | |
| STRAIGHT AHEAD MINISTRIES INC | ||||||
| 791 MAIN STREET | WORCESTER | MA | 01610 | METRO BOSTON YOUTH REENTRY PROGRAM | $7,500 | |
| STRONG WOMEN STRONG GIRLS INC | ||||||
| 89 SOUTH STREET LL02 | BOSTON | MA | 02111 | THE CORE MENTORING PROGRAM | $5,000 | |
| SUMMER SEARCH | ||||||
| 3840 WASHINGTON STREET | JAMAICA PLAIN | MA | 02130 | YEAR-ROUND MENTORING | $10,000 | |
| THE BASE INC | ||||||
| 150 SHIRLEY STREET | ROXBURY | MA | 02119 | GENERAL OPERATING SUPPORT | $10,000 | |
| THE GREATER BOSTON FOOD BANK INC | ||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | RESTRICTED TO MOBILE MARKETS FOR SENIORS IN GREATER BOSTON | $20,000 | |
| THE HOME FOR LITTLE WANDERERS INC | ||||||
| 72-74 EAST DEDHAM STREET | BOSTON | MA | 02118 | SOMERVILLE VILLAGE | $10,000 | |
| THE PANGEA NETWORK | ||||||
| PO BOX 9823 | THE WOODLANDS | TX | 77387 | THE ADOLESCENT SEXUAL & REPRODUCTIVE HEALTH PROGRAM | $8,000 | |
| THE WILY NETWORK INC | ||||||
| 189 WELLS AVENUE SUITE 301 | NEWTON | MA | 02459 | EXPANDING PROGRAMMING IN GREATER BOSTON | $5,000 | |
| THEATREZONE INC | ||||||
| 100 CAPTAINS ROW 306 | CHELSEA | MA | 02150 | APOLLINAIRE PLAY LAB | $5,000 | |
| THIRD SECTOR NEW ENGLAND INC | ||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | FOR THE BENEFIT OF FUTURE CHEFS FOR GENERAL OPERATING SUPPORT | $12,000 | |
| UGANDA VILLAGE PROJECT | ||||||
| 720 SENECA STREET SUITE 107 | SEATTLE | WA | 98101 | ENGAGING UGANDAN YOUTH WITH REPRODUCTIVE HEALTH | $10,000 | |
| UNIVERSITY OF MASSACHUSETTS FOUNDATION INC | ||||||
| 100 CARLSON AVENUE BUILDING 12 | NEWTON | MA | 02459 | EARLY COLLEGE AT UMASS BOSTON | $5,000 | |
| UPSTREAM USA INC | ||||||
| PO BOX 25365 | NEW YORK | NY | 100875365 | GENERAL OPERATING SUPPORT | $10,000 | |
| URBAN FARMING INSTITUTE OF BOSTON INC | ||||||
| 487 NORFOLK STREET | MATTAPAN | MA | 02126 | GENERAL OPERATING SUPPORT | $10,000 | |
| VETERANS LEGAL SERVICES INC | ||||||
| PO BOX 8457 | BOSTON | MA | 02114 | GENERAL OPERATING SUPPORT | $10,000 | |
| VICTORY PROGRAMS INC | ||||||
| 404 SOUTH HUNTINGTON AVENUE | JAMAICA PLAIN | MA | 02130 | THE BOSTON LIVING CENTER | $5,000 | |
| VIETNAM VETERANS WORKSHOP INC | ||||||
| 17 COURT STREET | BOSTON | MA | 02108 | VETERANS EMPLOYMENT AND TRAINING PROGRAM | $10,000 | |
| WALKER INC | ||||||
| 1968 CENTRAL AVENUE | NEEDHAM | MA | 02492 | GENERAL OPERATING SUPPORT | $10,000 | |
| WELLSPRING HOUSE INC | ||||||
| 302 ESSEX AVENUE | GLOUCESTER | MA | 01930 | HOMELESSNESS PREVENTION AND FAMILY STABILIZATION FOR YOUNG FAMILIES IN LYNN | $5,000 | |
| WEST END HOUSE INC | ||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | COLLEGE AND CAREER PATHWAYS | $10,000 | |
| WOMEN'S EDUCATIONAL CENTER | ||||||
| 46 PLEASANT STREET | CAMBRIDGE | MA | 02139 | DROP-IN PROGRAMS | $6,000 | |
| WOMEN'S LUNCH PLACE INC | ||||||
| PO BOX 170900 | BOSTON | MA | 02117 | HEALTHY MEALS | $10,000 | |
| WRITEBOSTON INC | ||||||
| 555 AMORY ST SUITE 3R | BOSTON | MA | 02130 | TEENS IN PRINT | $5,000 | |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF METRO NORTH INC | ||||||
| 10 CENTENNIAL DRIVE SUITE 105 | PEABODY | MA | 019607938 | DEMAKES FAMILY YMCA IN LYNN | $8,000 | |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF BOSTON INC | ||||||
| 140 CLARENDON STREET SUITE 300 | BOSTON | MA | 02116 | FYRE INITIATIVE (FIERCE YOUTH REIGNITING EXCELLENCE) | $5,000 | |
| YOUTHBUILD BOSTON INC | ||||||
| 27 CENTRE STREET | ROXBURY | MA | 021191509 | BUILDING TRADES EXPLORATION | $7,500 | |
| ZUMIX INC | ||||||
| 260 SUMNER STREET | EAST BOSTON | MA | 02128 | THE CREATIVE YOUTH DEVELOPMENT PROGRAM | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,369,400 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $526,423 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,257 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,838,793 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,368,473 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,368,473 | 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 | $7,572 | Amt |
| Net Investment Income | $3,786 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,786 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INV - CORP BONDS | BondNm |
| EOY Book Value | $6,686,149 | EOYBookValueAmt |
| EOYFMV | $6,709,642 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INV - CORP STOCK | StockNm |
| EOY Book Value | $7,469,396 | EOYBookValueAmt |
| EOYFMV | $22,278,126 | 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 | $286,344 | $620,848 |
| K1 WINDSAIL CREDIT QP FUND, LP (61-1848883) | AT COST | $163,020 | $107,820 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATION & LEGAL FEES | CategoryTxt |
| Legal Fees | $99,580 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $99,580 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENT | Desc |
| Amt | $23,604 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMONWEALTH OF MASSACHUSETTS - FILING FEE | $125 | $0 | $125 |
| PARTNERSHIP DEDUCTIONS | $10,241 | $10,241 | $0 |
| ADR FEES | $80 | $80 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $3,257 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,257 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,257 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $68,776 | Amt |
| Net Investment Income | $68,776 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $14,461 | $14,461 | $0 |
| FOREIGN TAXES WITHHELD FROM PARTNERSHIPS | $146 | $146 | $0 |
| FEDERAL EXCISE TAXES | $500 | $0 | $0 |