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ISLAND FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ISLAND FOUNDATION INC (EIN 04-2670567)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-09-12
IRS object ID
202402569349101310
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-09-12T13:07:59-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN203985546PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOHNSON O'CONNOR FERON & CARUCCI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 EDGEWATER DRIVE SUITE 210AddressLine1Txt
CityWAKEFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01880ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042670567EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ISLAND FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlISLABusinessNameControlTxt
Phone5087482809PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1589 MILL STREET PO BOX 1605AddressLine1Txt
CityMARIONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02738ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALAN TUPPERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5087482809PhoneNum
Signature2024-09-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH GISOPreparerPersonNm
PTINP00030126PTIN
Phone7819143400PhoneNum
Preparation2024-09-12PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$55,360,223FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$143,231InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$143,231InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,136,326DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,136,326DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$839,976NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,295,288GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$839,976CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,119,533TotalRevAndExpnssAmt
Total Net Invst Incm$2,119,533TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$148,063CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$14,807CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$133,265CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$193,568OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$19,356OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$174,212OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$168,493PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$16,849PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$151,644PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$6,369LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$3,185LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$3,185LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$14,560AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,280AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,280AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$41,978OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$40,197OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,781OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$519TaxesRevAndExpnssAmt
Taxes Net Invst Incm$51TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$468TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$6,911DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$9,143OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$913OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$8,230OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$17,160TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$17,160TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$48,271OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,876OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$37,395OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$655,035TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$113,514TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$534,620TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,524,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,524,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,179,035TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$113,514TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,058,620TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,059,502ExcessRevenueOverExpensesAmt
Net Investment Income$2,006,019NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$16,968CashEOYAmt
Cash EOYFMV$16,968CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,351,488SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$330,436SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$330,436SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$8,219PrepaidExpensesBOYAmt
Prepaid Expenses EOY$16,175PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$16,175PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,210,755USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,210,755USGovtObligationsEOYFMVAmt
Corporate Stock BOY$45,013,640CorporateStockBOYAmt
Corporate Stock EOY$16,053,102CorporateStockEOYAmt
Corporate Stock EOYFMV$16,053,102CorporateStockEOYFMVAmt
Corporate Bonds BOY$3,884,577CorporateBondsBOYAmt
Corporate Bonds EOY$35,610,587CorporateBondsEOYAmt
Corporate Bonds EOYFMV$35,610,587CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$362,370LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$242,245LandBldgEquipAccumDeprecAmt
Land BOY$120,210LandBOYAmt
Land EOY$120,125LandEOYAmt
Land EOYFMV$120,125LandEOYFMVAmt
Other Assets BOY$54,755OtherAssetsBOYAmt
Other Assets EOY$2,075OtherAssetsEOYAmt
Other Assets EOYFMV$2,075OtherAssetsEOYFMVAmt
Total Assets BOY$51,432,889TotalAssetsBOYAmt
Total Assets EOY$55,360,223TotalAssetsEOYAmt
Total Assets EOYFMV$55,360,223TotalAssetsEOYFMVAmt
Accounts Payable BOY$53,631AccountsPayableBOYAmt
Accounts Payable EOY$51,245AccountsPayableEOYAmt
Other Liabilities BOY$53,685OtherLiabilitiesBOYAmt
Other Liabilities EOY$69,625OtherLiabilitiesEOYAmt
Total Liabilities BOY$107,316TotalLiabilitiesBOYAmt
Total Liabilities EOY$120,870TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$51,325,573NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$55,239,353NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$51,325,573TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$55,239,353TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$51,432,889TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$55,360,223TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$51,325,573TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,059,502ExcessRevenueOverExpensesAmt
Other Increases$5,017,722OtherIncreasesAmt
Subtotal$55,283,793SubtotalAmt
Other Decreases$44,440OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$55,239,353TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB - 06202023-01-012023-12-31$790,764$819,673-$28,909-$28,909
CHARLES SCHWAB - 65562023-01-012023-12-31$5,504,524$4,635,639$868,885$868,885
FieldValueIRS element (for citing)
Capital Gain Net Income$839,976CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$27,884InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$27,884SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$27,884TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$30,575EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$30,575TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,691OverpaymentAmt
Applied To ES Tax$2,691AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.ISLANDFDN.ORGWebsiteAddressTxt
Individual With BooksALAN TUPPER TREASURERIndividualWithBooksNm
Phone5087482809PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1589 MILL STREET PO BOX 1605AddressLine1Txt
CityMARIONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02738ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (24 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DENISE PORCHE
589 MILL STREET PO BOX 1605MARIONMA02738ASST CLERK/EXEC DIRECTOR40.00$148,063$37,934$0
HANNAH NESBEDA
589 MILL STREET PO BOX 1605MARIONMA02738PRESIDENT5.00$0$0$0
ALAN TUPPER
589 MILL STREET PO BOX 1605MARIONMA02738TREASURER5.00$0$0$0
MATT KRESSLY
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
CHRISTOPHER MOORE
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
HANNAH MOORE
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
MICHAEL MOORE
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
OLIVER MOORE
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
SAMUEL MOORE
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
WILLIAM THOMAS MOORE
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
PETER NESBEDA
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
JACKIELYN MATTHEWS
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
CHRISTOPHER TUPPER
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
HELEN TUPPER
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
DOUGLAS WATSON
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
JO-ANN WATSON
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
CAROLINE KRESSLY
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
WILLIAM WA CLARK III
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
KATHERINE CARK
589 MILL STREET PO BOX 1605MARIONMA02738VICE PRESIDENT5.00$0$0$0
KIM CLARK
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
STEPHEN CLARK
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
WILLIAM CLARK
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
DAVID CLARK
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
AMANDA KRESSLY
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
ANDREA L BOGOMOLNI
589 MILL STREET PO BOX 1605MARIONMA02378PROGRAM OFFICER40.00$85,225$35,258$0
RAYANA M GRACE
589 MILL STREET PO BOX 1605MARIONMA02378PROGRAM OFFICER40.00$77,126$31,907$0
MICHELE EMERY
589 MILL STREET PO BOX 1605MARIONMA02378FINANCIAL ADMINISTRA24.00$31,217$13,886$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION'S PRIORITIES FALL WITHIN FOUR MAJOR CATEGORIES - ENVIRONMENT, NEW BEDFORD, ALTERNATIVE EDUCATION AND WOMEN & GIRLS. IN EXCESS OF 150 CHARITABLE ORGANIZATIONS RECEIVED GRANTS IN 2023.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$52,002,046AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$912,118AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$52,914,164TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$52,914,164AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$793,712CashDeemedCharitableAmt
Net Vl Noncharitable Assets$52,120,452NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,606,023MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,606,023MinimumInvestmentReturnAmt
Tax Based On Investment Income$27,884TaxBasedOnInvestmentIncomeAmt
Total Tax$27,884TotalTaxAmt
Distributable Before Adj$2,578,139DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,578,139DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,578,139DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,058,620ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,058,620QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,578,139DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$261,264ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$527,764ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$90,513ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$71,030ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$317,485ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,268,056TotalExcessDistributionCyovAmt
Qualifying Distributions$3,058,620QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,578,139AppliedToCurrentYearAmt
Remaining Distri From Corpus$480,481RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,748,537TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$261,264ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,487,273ExcessDistriCyovToNextYrAmt
Excess From Year4$527,764ExcessFromYear4Amt
Excess From Year3$90,513ExcessFromYear3Amt
Excess From Year2$71,030ExcessFromYear2Amt
Excess From Year1$317,485ExcessFromYear1Amt
Excess From Current Year$480,481ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDENISE PORCHERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1589 MILL STREET PO BOX 1605AddressLine1Txt
CityMARIONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02738ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5087482809RecipientPhoneNum
Form And Info And MaterialsAPPLYING IS A TWO-STEP PROCESS - A LETTER OF INQUIRY OR PHONE CALL AND SENDING THE FOUNDATION A FULL PROPOSAL. INCLUDE WITH LETTER OF INQUIRY A DESCRIPTION OF THE PROJECT, OR CALL THE FOUNDATION TO DISCUSS THE PROJECT IDEA. INCLUDE WITH THE PROPOSAL A COVER LETTER THAT SPECIFIES THE AMOUNT OF FUNDING SOUGHT, SUMMARY OF THE PROPOSAL IDEA, PRODUCTS AND TIMEFRAME. THREE TO FIVE PAGES WHICH BRIEFLY DESCRIBE THE HISTORY OF THE ORG., PROJECT GOALS, METHODS FOR REACHING GOALS, NEED FOR THE PROJECT, QUALIFICATIONS OF THE ORG. AND STAFF, AND MEASURES OF SUCCESS. ATTACH A PROJECT BUDGET AND PAST AND CURRENT YEAR BUDGETS FOR THE OVERALL ORG., RECENT FINANCIAL STATEMENT OR AUDIT, LIST OF BOARD OF DIRECTORS AND STAFF, IRS DETERMINATION LETTER INDICATING EXEMPT STATUS, ALSO IF USING A FISCAL AGENT PLEASE INCLUDE A LETTER FROM THIS ORG. AND SUPPLEMENTARY MATERIALS SUCH AS ANNUAL REPORTS, NEWLETTERS, MEDIA COVERAGE AND OR BROCHURES.FormAndInfoAndMaterialsTxt
Submission DeadlinesDUE MARCH 1ST, JUNE 1ST, SEPTEMBER 1ST, DECEMBER 1ST FOR FUNDS TO BE DISTRIBUTED THE FOLLOWING MONTHSubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION DOES NOT SUPPORT REQUESTS FROM INDIVIDUALS, RELIGIOUS ORGANIZATIONS OR FOR PROFIT ORGANIZATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (183 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdAddress Line2RecipientUSAddress/AddressLine2Txt
HUMANE SOCIETY & SHELTER SOUTHCOAST
31 VENTURA DRIVEN DARTMOUTHMA02747N/APCGENERAL SUPPORT$2,000
THE GREATER BOSTON FOOD BANK
70 SOUTH BAY AVENUEBOSTONMA02118N/APCGENERAL SUPPORT$640
SAVE THE BAY INC
100 SAVE THE BAY DRIVEPROVIDENCERI02905N/APCGENERAL SUPPORT$1,000
GOOD NEIGHBORS INC
55 TURNER AVENUEEAST PROVIDENCERI02915N/APCGENERAL SUPPORT$1,000
EMERSON COLLEGE
120 BOYLSTON STBOSTONMA02116N/APCFOR WERS$1,000
RI SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
155 PLAN WAYWARWICKRI02886N/APCGENERAL SUPPORT$1,600
RUFF RESIDENTS UNITED FOR FURRY FRIENDS
PO BOX 568WARRENRI02885N/APCGENERAL SUPPORT$1,600
FOSTER PARROTS
PO BOX 34HOPE VALLEYRI02832N/APCGENERAL SUPPORT$1,600
THE ROBERT POTTER LEAGUE FOR ANIMALS
87 OLIPHANT LANEMIDDLETOWNRI02842N/APCGENERAL SUPPORT$1,600
THE PROVIDENCE ANIMAL RESCUE LEAGUE
34 ELBOW STREETPROVIDENCERI02903N/APCGENERAL SUPPORT$1,600
GLOBAL IMPACT
1199 NORTH FAIRFAX STREET SUITE 300ALEXANDRIAVA22314N/APCGEAR MARKING DEVELOPMENT FUND FISCAL SPONSORSHIP$2,000
THE CENTER FOR GRIEVING CHILDREN
555 FOREST AVEPORTLANDME04101N/APCGENERAL SUPPORT$2,000
SOLAR VILLAGE PROJECT INC
4406 OLANDO LANEBOWIEMD20715N/APCGENERAL SUPPORT$2,000
STRONG TOWNS
1001 KINGWOOD STREETBRAINERDMN56401N/APCGENERAL SUPPORT$2,000
THE FAMILY PANTRY-DAMIEN'S PLACE
3065 CRANBERRY HIGHWAY PO BOX 730EAST WAREHAMMA02538N/APCGENERAL SUPPORT$2,000
YMCA SOUTHCOAST INC
128 UNION STREET SUITE 304NEW BEDFORDMA02740N/APCSHARE THE HARVEST$2,000
FEDERATED CHURCH OF MARLBOROUGHCOMMUNITY HOUSE
16 PLEASANT STREETMARLBOROUGHNH03455N/APCMARLBOROUGH FOOD PANTRY$2,000
GIRLS WHO CODE
PO BOX 23244NEW YORKNY10087N/APCGENERAL SUPPORT$2,000
TRI-COUNTY MUSIC ASSOCIATION
PO BOX 414ROCHESTERMA02770N/APCGENERAL SUPPORT$6,000
ST FRANCIS CHAPEL
50 SHAKER FARM ROAD NMARLBOROUGHNH03455N/APCGENERAL SUPPORT FOR ST. FRANCIS CHAPEL$2,000
SIPPICAN HISTORICAL SOCIETY
PO BOX 541MARIONMA02738N/APCGENERAL SUPPORT$2,000
MONADNOCK CONSERVANCY
PO BOX 337KEENENH03431N/APCGENERAL SUPPORT$2,000
PREBLE STREET
55 PORTLAND STREETPORTLANDME04101N/APCGENERAL SUPPORT$2,000
CIRCUS ARTS CONSERVATORY INC
2075 BAHIA VISTA STREETSARASOTAFL34239N/APCSAILOR CIRCUS SCHOLARSHIP$2,000
CATERPILLAR LAB INC
369 OLD CHESHAM RDMARLBOROUGHNH03455N/APCGENERAL SUPPORT$2,000
MARION LIBRARY ASSOCIATION
8 SPRING STREETMARIONMA02738N/APCGENERAL SUPPORT FOR THE ELIZABETH TABER LIBRARY$2,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL36104N/APCGENERAL SUPPORT$2,200
STRIVETOGETHER INC
125 EAST 9TH ST 2ND FLCINCINNATIOH45202N/APCGENERAL SUPPORT$2,300
RHODE ISLAND COMMUNITY FOOD BANK
200 NIANTIC AVENUEPROVIDENCERI02907N/APCGENERAL SUPPORT$2,300
PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND
345 WHITNEY AVENUENEW HAVENCT06511N/APCGENERAL SUPPORT$2,300
CROSSROADS RHODE ISLAND
160 BROAD STREETPROVIDENCERI02903N/APCGENERAL SUPPORT$2,300
MORRIS ANIMAL FOUNDATION
720 S COLORADO BLVDDENVERCO80246N/APCFOR GOLDEN RETRIEVER CANCER RESEARCH$2,300
LEAGUE OF WOMEN VOTERS OF RHODE ISLAND EDUCATION FUND
1 RICHMOND SQUARE SUITE 220 A-WPROVIDENCERI02906N/APCGENERAL SUPPORT$2,300
NORTHSTAR LEARNING CENTERS
53 LINDEN STREETNEW BEDFORDMA02740N/APCGREATER NEW BEDFORD YOUTH ALLIANCE$3,000
VALLEY HEALTH PARTNERS COMMUNITY HEALTH CENTER
400 N 17TH STREET SUITE 300ALLENTOWNPA18104N/APCSTREET MEDICINE SURVIVAL KITS$3,000
PARTNERS IN HEALTH
PO BOX 996FREDERICKMD21705N/APCGENERAL SUPPORT$3,680
BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM
780 ALBANY STREETBOSTONMA02118N/APCGENERAL SUPPORT$3,680
GLOBAL GREENGRANTS FUND
2840 WILDERNESS PLACE SUITE ABOULDERCO80301N/APCGENERAL SUPPORT$4,000
MY BROTHER'S WORKSHOP
N/APCGENERAL SUPPORT$4,000PO BOX 503205ST. THOMASVQ
NEW BEDFORD FISHING HERITAGE CENTER INC
PO BOX 2052NEW BEDFORDMA02740N/APCFEASIBILTY STUDY$4,000
COMMUNITY BOATING CENTER INC
1641 PADANARAM AVENUENEW BEDFORDMA02740N/APCGENERAL SUPPORT$16,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOORNEW YORKNY10006N/APCGENERAL SUPPORT$4,000
SOUTHCOAST COMMUNITY FOUNDATION
128 UNION STREET SUITE 403NEW BEDFORDMA02740N/APCSOUTHCOAST PEER DEVELOPMENT STAFF COHORT$5,000
BOW SEAT OCEAN AWARENESS PROGRAMS
PO BOX 1156BILLERICAMA01821N/APC2024 OCEAN AWARENESS CONTEST$5,000
NORTH & SOUTH RIVER WATERSHED ASSOCIATION
PO BOX 43NORWELLMA02061N/APCSUSTAINING THE MOMENTUM OF THE SOUTHEASTERN MA WATER RESILIENCE TASK FORCE$5,000
ZEPHYR EDUCATION FOUNDATION INC
54 WIDGEON RDFALMOUTHMA02540N/APCMARINE SCIENCE AND TECHNOLOGY PROGRAM FOR NEW BEDFORD AREA STUDENTS$5,000
DENNIS CONSERVATION LAND TRUST
PO BOX 67EAST DENNISMA02641N/APCDCLT 2023 TRAILS FOR ALL - ACCESSIBILITY AND INTERPRETIVE SIGNAGE PROJECT$5,000
BARNSTABLE LAND TRUST
1540 MAIN STREETWEST BARNSTABLEMA02668N/APCHYANNIS HOUSING AND CONSERVATION PLAN$5,000
EMMAUS AQUATIC CLUB
2546 MILL RACE RDEMMAUSPA18049N/APCALLENTOWN SCHOOL DISTRICT LESSONS$5,000
RESTORE AMERICAS ESTUARIES
2300 CLARENDON BLVDARLINGTONVA22201N/APCPROMOTING DIVERSITY, EQUITY, AND INCLUSION AT THE 2023 LIVING SHORELINES TECH TRANSFER WORKSHOP$5,000
AMMONOOSUC CONSERVATION TRUST
PO BOX 191FRANCONIANH03580N/APCGENERAL SUPPORT$5,000
EASTERN MASSACHUSETTS ABORTION FUND
955 MASSACHUSETTS AVENUECAMBRIDGEMA02139N/APCGENERAL SUPPORT$5,000
ASSOCIATED SCIENTISTS AT WOODS HOLE
PO BOX 721WOODS HOLEMA02543N/APCCOST-SHARE SUPPORT OF PUBLICATION OF RIGHT WHALE NEWS IN CALENDAR 2023$5,000
NEW ENGLAND AQUARIUM
NEW ENGLAND AQUARIUMBOSTONMA02110N/APCBETWEEN BREATHS$14,000
RHODE ISLAND FOOD POLICY COUNCIL
10 DAVOL SQPROVIDENCERI02903N/APCRHODE ISLAND FOOD POLICY COUNCIL: CREATING SUSTAINABLE CHANGE FOR PEOPLE, ECONOMY, AND ENVIRONMENT$6,000
SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS FUNDERS
133 EAST DE LA GUERRA 306SANTA BARBARACA93101N/APCGENERAL OPERATING SUPPORT DURING LEADERSHIP TRANSITION$7,000
PEOPLES PORT AUTHORITY
216 OHIO AVEPROVIDENCERI02905N/APCGREEN JUSTICE ZONES$7,000
SCHOOLHOUSE ARTS CENTER AT SEBAGO LAKE
PO BOX 140STANDISHME04084N/APCGENERAL SUPPORT$8,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038N/APCGENERAL SUPPORT$8,000
ONE TREE PLANTED INC
145 PINE HAVEN SHORES ROAD 1000DSHELBURNEVT05482N/APCFOR TREE PLANTING$8,000
OSSINING FIRE DEPARTMENT
21 STATE STREETOSSININGNY10562N/APCGENERAL SUPPORT$8,000
EATING WITH THE ECOSYSTEM
PO BOX 295WAKEFIELDRI02880N/APCGENERAL OPERATING SUPPORT$8,000
CAPE & ISLANDS SELF-RELIANCE
PO BOX 396NORTH FALMOUTHMA02556N/APCKIDWIND OFFSHORE WIND ACADEMY$10,000
UNITED WAY OF GREATER NEW BEDFORD
DEMELLO INTERNATIONAL CENTERNEW BEDFORDMA02740N/APCCHANGEMAKER GRANT$10,000
TOMAQUAG MUSEUM
390 A SUMMIT RDEXETERRI02822N/APCTOMAQUAG MUSEUM GENERAL SUPPORT$10,000
UNITED WAY OF GREATER NEW BEDFORD
DEMELLO INTERNATIONAL CENTERNEW BEDFORDMA02740N/APCHUNGER COMMISSION$10,000
NEW BEDFORD WHALING MUSEUM
18 JOHNNY CAKE HILLNEW BEDFORDMA02740N/APCWHALE STRANDINGS: DANIEL RANALLI$10,000
NEW BEDFORD SYMPHONY ORCHESTRA
128 UNION STREET SUITE 204NEW BEDFORDMA02740N/APCLEARNING IN CONCERT 2022-23: THE SOUNDS AND SHAPES OF SYMMETRY$10,000
WAYPOINT ADVENTURE
453 CONCORD AVENUELEXINGTONMA02421N/APCOPEN ENROLLMENT PROGRAM SPONSORSHIP$10,000
WATERFRONT HISTORIC AREA LEAGUE (WHALE)
15 JOHNNY CAKE HILLNEW BEDFORDMA02740N/APCNEIGHBORHOOD RESTORATION AND STABILIZATION PROGRAM$10,000
PENIKESE ISLAND SCHOOL INC
PO BOX 161WOODS HOLEMA02543N/APC2023 SUPPORT FOR PENIKESE ISLAND SCHOOL, INC.$10,000
BLOOM FOR WOMEN INC
1425 MOUNTAIN DRIVE NORTHBETHLEHEMPA18015N/APCGENERAL SUPPORT BLOOM FOR WOMEN$10,000
THIRD SECTOR NEW ENGLAND
89 SOUTH STREET 7TH FLOORBOSTONMA02111N/APCMASSACHUSETTS FOOD SYSTEM COLLABORATIVE$10,000
INSTITUTO DE CONSERVACION DE BALLENAS (ICB) ARGENTINA
N/APCIS POOR BODY CONDITION CAUSING THE HIGH SOUTHERN RIGHT WHALE CALF MORTALITY IN PENNSULA VALDS?$10,000OHIGGINS 4380 CP 1429 CABABUENOS AIRESAR
FOOD CORPS INC
1140 SE 7TH AVE SUITE 110PORTLANDOR97214N/APCFOODCORPS MASSACHUSETTS CONNECTING KIDS TO HEALTHY FOOD IN NEW BEDFORD PUBLIC SCHOOLS 2023$10,000
FREED SEED FEDERATION INC
PO BOX 3090WESTPORTMA02790N/APCGENERAL SUPPORT FOR BIOREGIONAL ADAPTATION AND BREEDING OF PUBLIC DOMAIN SEED$10,000
GALLERY X
169 WILLIAM STREETNEW BEDFORDMA02740N/APCGENERAL SUPPORT$10,000
DOWNEAST INSTITUTE
PO BOX 83BEALSME04611N/APCLET'S FIND OUT$10,000
GLOBAL IMPACT
1199 NORTH FAIRFAX STREET SUITE 300ALEXANDRIAVA22314N/APCMASSACHUSETTS CIVIC LEARNING COALITION$10,000
GLOBAL IMPACT
1199 NORTH FAIRFAX STREET SUITE 300ALEXANDRIAVA22314N/APCGEAR MARKING DEVELOPMENT FUND$10,000
SOUTHCOAST COMMUNITY FOUNDATION
128 UNION STREET SUITE 403NEW BEDFORDMA02740N/APCOLD BEDFORD VILLAGE- GENERAL SUPPORT$10,000
UNIVERSITY OF MASSACHUSETTS DARTMOUTH
285 OLD WESTPORT ROADDARTMOUTHMA02747N/APCUPWARD BOUND STUDENT LEADERSHIP$10,000
CREATURE CONSERVE INC
12 ROSEDALE AVEBARRINGTONRI02806N/APCGENERAL OPERATING SUPPORT$10,000
WOODWELL CLIMATE RESEARCH CENTER
149 WOODS HOLE ROADFALMOUTHMA02540N/APCCLIMATE SCIENCE TO SUPPORT RESILIENT COMMUNITIES IN NEW BEDFORD$10,000
NATIONAL AUDUBON SOCIETY
225 VARICK STREET 7TH FLOORNEW YORKNY10014N/APCSEABIRD INSTITUTE INTERNSHIP RECRUITMENT$10,000
PAUL CUFFEE SCHOOL
459 PROMENADE STREETPROVIDENCERI02908N/APCSCIENCE IN ACTION AT PAT'S PASTURED FARM$10,000
AFRICAN ALLIANCE OF RHODE ISLAND
PO BOX 27874PROVIDENCERI02907N/APCADDRESSING FOOD SECURITY, ACCESS, NUTRITION & HEALTH IN LOW-FOOD-ACCESS COMMUNITIES$10,000
PEOPLE ACTING IN COMMUNITY ENDEAVORS (PACE) INC
166 WILLIAM STREETNEW BEDFORDMA02740N/APCNEW BEDFORD CLEMENTE COURSE IN THE HUMANITIES$10,000
THE GREENE SCHOOL
94 JOHN POTTER ROADWEST GREENWICHRI02817N/APCTHE GREENE SCHOOL EXPEDITIONARY LEARNING PROGRAMMING$10,000
UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY
PO BOX 51381BOSTONMA02215N/APCSOUTH COAST NETWORK TO END HOMELESSNESS$10,000
WOMEN'S FUND OF RHODE ISLAND
222 CHESTNUT STREETPROVIDENCERI02903N/APCWOMEN'S POLICY INSTITUTE$10,000
CLEAN OCEAN ACCESS
985 AQUIDNECK AVEMIDDLETOWNRI02842N/APCLAND TO SEA SPEAKER SERIES$10,000
PARTNERS IN HEALTH
PO BOX 996FREDERICKMD21705N/APCNEW BEDFORD TECHNICAL ASSISTANCE$10,000
SHEILA C SKIP NOWELL LEADERSHIP ACADEMY
150 WASHINGTON STPROVIDENCERI02903N/APCAUDACITY AT NOWELL ACADEMY: PREPARING FOR THE WORKFORCE, ASSESSING LIFE OUTCOMES$10,000
JONES RIVER WATERSHED ASSOCIATION
55 LANDING ROADKINGSTONMA02364N/APCADVANCE NATURAL ECOSYSTEM CONNECTIVITY & RESILIENCY THROUGHOUT AND BEYOND THE JONES RIVER WATERSHED$10,000
CAPE VERDEAN ASSOCIATION IN NEW BEDFORD INC
128 UNION ST STE 100NEW BEDFORDMA02740N/APCCAPE VERDEAN ASSOCIATION IN NEW BEDFORD$12,000
WHALE AND DOLPHIN CONSERVATION INC
7 NELSON STREETPLYMOUTHMA02360N/APCMARINE MAMMAL CONSERVATION INTERNSHIP PROGRAM$13,000
SOMALI BANTU COMMUNITY LEWISTON OF MAINE
222 PINE STLEWISTONME04240N/APCFAMILY & YOUTH COORDINATOR POSITION$13,000
SCHOOL ON WHEELS OF MASSACHUSETTS
100 LAUREL ST SUITE 121EAST BRIDGEWATERMA02333N/APCGENERAL OPERATING - YEAR 2 STRATEGIC PLAN$15,000
SOCIAL ENTERPRISE GREENHOUSE
10 DAVOL SQUAREPROVIDENCERI02909N/APCSOCIAL ENTERPRISE GREENHOUSE - WATER, ENERGY AND ENVIRONMENT INDUSTRY CLUSTERS 2023$15,000
SOUTH COAST LGBTQ NETWORK INC
PO BOX 8473NEW BEDFORDMA02740N/APCTHE SOUTH COAST LGBTQ+ NETWORK GENERAL SUPPORT$15,000
THE FAMILY PANTRY-DAMIEN'S PLACE
3065 CRANBERRY HIGHWAY PO BOX 730EAST WAREHAMMA02538N/APCDAMIEN'S PLACE GENERAL SUPPORT$15,000
THE ECOLOGY SCHOOL
184 SIMPSON ROADSACOME04072N/APCTHE AGROECOLOGY FOR RESILIENT COMMUNITIES (ARC) PROJECT: SUPPORTING OPERATIONAL GROWTH$15,000
SOUTHCOAST COMMUNITY FOUNDATION
128 UNION STREET SUITE 403NEW BEDFORDMA02740N/APCAHA! NEW BEDFORD$15,000
THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER
P O BOX 127BOSTONMA02127N/APCTHOMPSON ISLAND CONNECTIONS: INSPIRING CONFIDENCE AND CURIOSITY IN BOSTON MIDDLE SCHOOL STUDENTS$15,000
STRATEGIES FOR YOUTH
PO BOX 390174CAMBRIDGEMA02139N/APCGENERAL OPERATING SUPPORT$15,000
ACADIA CENTER
PO BOX 583ROCKPORTME04856N/APCACCELERATING CLIMATE ACTION IN MASSACHUSETTS$15,000
GULF OF MAINE RESEARCH INSTITUTE
350 COMMERCIAL STREETPORTLANDME04101N/APCADVANCING MAINES COASTAL COMMUNITIES AND BUSINESSES TOWARD A RESILIENT FUTURE$15,000
YWCA OF SOUTHEASTERN MASSACHUSETTS
20 SOUTH SIXTH STREETNEW BEDFORDMA02740N/APCGENERAL SUPPORT SACRED BIRTHING VILLAGE SOUTHCOAST$15,000
DREAM OUT LOUD CENTER INC
127 WEST RODNEY FRENCH BLVDNEW BEDFORDMA02744N/APCTHE CREATIVE CAREERS PROGRAM$15,000
ONEGOAL
PO BOX 734137CHICAGOIL60673N/APCBRIDGING THE POST-SECONDARY GAP IN SOUTH COAST COMMUNITIES$15,000
NEW URBAN ARTS
705 WESTMINSTER STREETPROVIDENCERI02903N/APCMOVEMENT EDUCATION OUTDOORS EXPANDING OUTDOOR ACCESS FOR RI BIPOC YOUTH$15,000
WOPANAAK LANGUAGE AND CULTURAL WEETYOO INC
11 MARKET ST UNIT 2241MASHPEEMA02649N/APCGENERAL OPERATING FUND REQUEST: PHSHANEE WPANT8K, IMMERSED WAMPANOAG LANGUAGE$15,000
ECORI NEWS
10 DAVOL ST SUITE 100PROVIDENCERI02903N/APCENVIRONMENTAL REPORTING$15,000
ENTREPRENEURSHIP FOR ALL INC
175 CABOT STREET SUITE 310LOWELLMA01854N/APCEFORALL SOUTH COAST: EXPANDING INCLUSIVE ENTREPRENEURSHIP$30,000
NEW BEDFORD HISTORICAL SOCIETY
21 SEVENTH STREETNEW BEDFORDMA02740N/APCNEW BEDFORD HISTORICAL SOCIETY$15,000
MA COALITION TO PREVENT GUN VIOLENCE
138 TREMONT STREETBOSTONMA02111N/APCMA COALITION TO PREVENT GUN VIOLENCE$15,000
WILSON MUSEUM
PO BOX 196CASTINEME04421N/APCTHE CALVIN PROJECT$15,000
MAINE CENTER FOR PUBLIC INTEREST REPORTING
PO BOX 284HALLOWELLME04347N/APCSUPPORT FOR COMPREHENSIVE LOCAL ENVIRONMENTAL REPORTING$15,000
NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE
95 CEDAR STREETNEW BEDFORDMA02740N/APCNEW BEDFORD BRANCH OF THE NAACP$15,000
THE LANDING SCHOOL OF BOATBUILDING AND DESIGN
286 RIVER ROADARUNDELME04046N/APCBERMUDA SCHOLARSHIP$16,000
LINDEN HALL SCHOOL FOR GIRLS
212 E MAIN STLITITZPA17543N/APCFOOTING IN INDOOR EQUESTRIAN ARENA$16,000
NEW LEARNING JOURNEY
700 BRAGG HILL ROADFAYSTONVT05673N/APC2023 MARINE CONSERVATION RESILIENCY FELLOWSHIP$17,000
WILDLANDS TRUST
675 LONG POND ROADPLYMOUTHMA02360N/APCWILDLANDS TRUST INC: GENERAL OPERATIONS$18,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA
ONE SHIELDS AVENUEDAVISCA95616N/APCLONG-TERM INVESTIGATION OF SOUTHERN RIGHT WHALE UNUSUAL MORTALITY AT PENNSULA VALDS, ARGENTINA$18,000
NATIVE LAND CONSERVANCY
PO BOX 974MASHPEEMA02649N/APCINDIGENOUS TEACHINGS WITH THE ELEMENTS - FIRE VIDEO$20,000
PROJECT SOUTH THE INSTITUTE FOR THE ELIMINATION POVERTY & GENOCIDE
9 GAMMON AVENUE SEATLANTAGA30315N/APCSISTA FIRE$20,000
CATHOLIC SOCIAL SERVICES OF FALL RIVER INC
1600 BAY STREETFALL RIVERMA02724N/APCCATHOLIC CHARITIES IMMIGRATION LAW PROGRAMS - ILEAP & IVRP$20,000
THIRD SECTOR NEW ENGLAND
89 SOUTH STREET 7TH FLOORBOSTONMA02111N/APCTSNE-THE CARROT PROJECT GENERAL SUPPORT$20,000
YWCA OF SOUTHEASTERN MASSACHUSETTS
20 SOUTH SIXTH STREETNEW BEDFORDMA02740N/APCWOMEN AND GIRLS HEALTH EQUITY$20,000
COALITION FOR SOCIAL JUSTICE EDUCATION FUND INC
558 PLEASANT ST STE 309NEW BEDFORDMA02740N/APCCSJ ANTI-POVERTY & ENVIRONMENTAL JUSTICE$20,000
YWCA OF SOUTHEASTERN MASSACHUSETTS
20 SOUTH SIXTH STREETNEW BEDFORDMA02740N/APCYWCA RACIAL JUSTICE OUTREACH AND EDUCATION PROGRAM$20,000
UPSTREAM
PO BOX 1352DAMARISCOTTAME04543N/APCACCELERATE THE NEW REUSE ECONOMY$20,000
YMCA SOUTHCOAST INC
128 UNION STREET SUITE 304NEW BEDFORDMA02740N/APCNUTRITION SECURITY$20,000
COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SOUTHEASTERN MA
PO BOX 63005NEW BEDFORDMA02746N/APCMUJERES VICTORIOSAS$20,000
COMPACT OF CAPE COD CONSERVATION TRUSTS INC
PO BOX 443BARNSTABLEMA02630N/APCSOUTHEASTERN MASSACHUSETTS OPEN SPACE ACCELERATION PROJECT$20,000
CONSERVATION LAW FOUNDATION
62 SUMMER STREETBOSTONMA02110N/APCBUILD COMMUNITY POWER FOR ENVIRONMENTAL JUSTICE$20,000
THE BRIGID ALLIANCE
PO BOX 58NEW YORKNY10024N/APCBRIGID ALLIANCE GENERAL OPERATING SUPPORT$20,000
MASSACHUSETTS AUDUBON SOCIETY
208 SOUTH GREAT ROADLINCOLNMA01773N/APCCOASTAL CONSERVATION IN URBAN AND SUBURBAN COMMUNITIES$20,000
DORCAS INTERNATIONAL INSTITUTE OF RHODE ISLAND
645 ELMWOOD AVENUEPROVIDENCERI02907N/APCDORCAS INTERNATIONAL GENERAL OPERATING SUPPORT$20,000
NEW BEDFORD STAR KIDS SCHOLARSHIP PROGRAM
POBOX 50494NEW BEDFORDMA02745N/APCEDUCATIONAL OPPORTUNITIES FOR AT RISK LOW INCOME CHILDREN$20,000
SAFE VOICES
PO BOX 713AUBURNME04212N/APCSAFE VOICES DOMESTIC VIOLENCE RESOURCE CENTER$20,000
SOUTHSIDE COMMUNITY LAND TRUST
404 BROAD STPROVIDENCERI02907N/APCSUPPORTING RI'S FARMERS AND GROWING OUR FOOD SYSTEM WORKFORCE$20,000
GROUNDWORK LAWRENCE
50 ISLAND STREET SUITE 101 ENTRANCELAWRENCEMA01840N/APCGROUNDWORK SOUTHCOAST$20,000B
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038N/APCIMPROVING REPRODUCTIVE HEALTH AND RIGHTS ABROAD$20,000
UNITED INTERFAITH ACTION OF SOUTHEASTERN MASSACHUSETTS
228 NORTH MAIN STREETFALL RIVERMA02720N/APCUIA GENERAL SUPPORT FOR EQUIPPING LEADERS FOR ACTION & CHANGE$20,000
HEALTH IMPERATIVES INC
942 WEST CHESTNUT STREETBROCKTONMA02031N/APCHEALTH IMPERATIVES NEW BEDFORD$20,000
SOUTH COASTAL COUNTIES LEGAL SERVICES INC
99 S MAIN STFALL RIVERMA02722N/APCEDUCATION ADVOCACY PROJECT$20,000
NEW BEDFORD MUSEUM & ART CENTER INC DBA NEW BEDFORD ART MUSEUMARTWORKS
608 PLEASANT STREETNEW BEDFORDMA02740N/APCGENERAL SUPPORT$20,000
NATURAL RESOURCES COUNCIL OF MAINE
3 WADE STREETAUGUSTAME04330N/APCPROTECTING THE NATURE OF MAINE$20,000
MAINE CENTER FOR COASTAL FISHERIES
PO BOX 27STONINGTONME04681N/APCWORKING TOWARDS AN ECOSYSTEM-BASED MANAGEMENT APPROACH IN EASTERN MAINE THROUGH EM3C$20,000
NEW BEDFORD WHALING MUSEUM
18 JOHNNY CAKE HILLNEW BEDFORDMA02740N/APCNEW BEDFORD WHALING MUSEUM HIGH SCHOOL APPRENTICESHIP PROGRAM$20,000
YALE UNIVERSITY
YALE UNIVERSITY OFFICE OF SPONSOREDNEW HAVENCT06520N/APCENVIRONMENTAL FELLLOWS PROGRAM DEVELOPMENT AND SUPPORT$21,000PROJECTS
PEOPLE ACTING IN COMMUNITY ENDEAVORS (PACE) INC
166 WILLIAM STREETNEW BEDFORDMA02740N/APCPACE FUEL ASSISTANCE AND HOUSING LIFELINE PROJECT$21,000
TUFTS MEDICAL CENTER TRUST
800 WASHINGTON STREET BOX 231BOSTONMA02111N/APCTHE INKER FAMILY FUND$25,000
YOUTH OPPORTUNITIES UNLIMITED INC
224 BROCK AVENUENEW BEDFORDMA02744N/APCYOUTH OPPORTUNITIES UNLIMITED GENERAL OPERATING$25,000
NORTH AMERICAN MARINE ALLIANCE
222 MAIN STREETGLOUCESTERMA01930N/APCGENERAL SUPPORT$25,000
SOUTHEASTERN MASSACHUSETTS AGRICULTURAL PARTNERSHIP (SEMAP)
PO BOX 80625DARTMOUTHMA02748N/APCGENERAL SUPPORT FOR THE SOUTHEASTERN MASSACHUSETTS AGRICULTURAL PARTNERSHIP$25,000
CENTRO COMUNITARIO DE TRABAJADORES
1532 ACUSHNET AVENEW BEDFORDMA02746N/APCCENTRO COMUNITARIO DE TRABAJADORES, INC.$25,000
COMMUNITY BOATING CENTER INC
1641 PADANARAM AVENUENEW BEDFORDMA02740N/APCCOMMUNITY BOATING CENTER CAPACITY BUILDING$25,000
COMMUNITY BOATING CENTER INC
1641 PADANARAM AVENUENEW BEDFORDMA02740N/APCGENERAL SUPPORT OF OUR JUNIOR INSTRUCTOR PROGRAM$25,000
COMMUNITY FOUNDATION OF THE VIRGIN ISLANDS INC
N/APCVIPCA MARINE APPRENTICESHIP PROGRAM$25,000PO BOX 380ST. THOMASVQ
DENNISON MEMORIAL COMMUNITY CENTER
755 SOUTH FIRST STREETNEW BEDFORDMA02744N/APC2023 ACADEMIC SUPPORT PROGRAM$25,000
EASTERN MASSACHUSETTS ABORTION FUND
955 MASSACHUSETTS AVENUECAMBRIDGEMA02139N/APCEASTERN MASSACHUSETTS ABORTION FUND - GENERAL SUPPORT$25,000
MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
111 WEST 33RDNEW YORKNY10120N/APCA NEW ERA OF PARKINSON'S RESEARCH$25,000
NEW ENGLAND AQUARIUM
NEW ENGLAND AQUARIUMBOSTONMA02110N/APCNORTH ATLANTIC RIGHT WHALE AND ROPELESS CONSORTIA$25,000
NATIVITY PREPARATORY SCHOOL NEW BEDFORD
66 SPRING STREETNEW BEDFORDMA02740N/APCGENERAL SUPPORT$25,000
OUR SISTERS' SCHOOL INC
145 BROWNELL AVENUENEW BEDFORDMA02740N/APCGENERAL OPERATING SUPPORT$25,000
PEOPLE ACTING IN COMMUNITY ENDEAVORS (PACE) INC
166 WILLIAM STREETNEW BEDFORDMA02740N/APCPACE YOUTHBUILD NEW BEDFORD$25,000
POCASSET POKENOKET LANDTRUST INDIGENOUS PEOPLES NETWORK
44 BEDSON RDCRANSTONRI02910N/APCINDIGENOUS ROOTS FOREVER$25,000
QUEBEC-LABRADOR FOUNDATION INC
4 SOUTH MAIN STREETIPSWICHMA01938N/APCGENERAL SUPPORT: BIODIVERSITY CONSERVATION$25,000
RED TOMATO
10 SIMS AVENUE SUITE 102PROVIDENCERI02909N/APCRED TOMATO BUILDS UP TO BUILD OUT$25,000
IMMIGRANTS' ASSISTANCE CENTER INC
58 CRAPO STREETNEW BEDFORDMA02740N/APCIMMIGRANTS' ASSISTANCE CENTER GENERAL SUPPORT$27,000
NORTHSTAR LEARNING CENTERS
53 LINDEN STREETNEW BEDFORDMA02740N/APCDIVERSION AND ASSISTANCE PROGRAM$30,000
NEW BEDFORD LIGHT
127 WEST RODNEY FRENCH BLVDNEW BEDFORDMA02744N/APCTHE NEW BEDFORD LIGHT - GENERAL OPERATING SUPPORT$30,000
SAVE THE BAY INC
100 SAVE THE BAY DRIVEPROVIDENCERI02905N/APCSUSTAINED SUPPORT FOR THE PROTECTION AND IMPROVEMENT OF NARRAGANSETT BAY AND ITS WATERSHED$30,000
SOUTHCOAST COMMUNITY FOUNDATION
128 UNION STREET SUITE 403NEW BEDFORDMA02740N/APCRACIAL EQUITY LEARN AND IMPLEMENT FUND$30,000
BOYS & GIRLS CLUB OF GREATER NEW BEDFORD
166 JENNEY STREETNEW BEDFORDMA02740N/APCGENERAL SUPPORT$30,000
COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SOUTHEASTERN MA
PO BOX 63005NEW BEDFORDMA02746N/APCCEDC GENERAL OPERATING SUPPORT$32,000
THE LANDING SCHOOL OF BOATBUILDING AND DESIGN
286 RIVER ROADARUNDELME04046N/APCISLAND FOUNDATION BERMUDA SCHOLARSHIP$40,000
NEW ENGLAND AQUARIUM
NEW ENGLAND AQUARIUMBOSTONMA02110N/APCRIGHT WHALE RESEARCH IN U.S. AND CANADIAN WATERS$50,000
SAVE THE BAY INC
100 SAVE THE BAY DRIVEPROVIDENCERI02905N/APCFRESHWATER HABITATS OF NARRAGANSETT BAY EXHIBIT AT THE NEW SAVE THE BAY AQUARIUM$125,000
NEW ENGLAND GRASSROOTS ENVIRONMENT FUND
PO BOX 611NEWMARKETNH03857N/APCSTRENGTHENING AND SUPPORTING ENVIRONMENTAL GRASSROOTS ACTION$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,524,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$143,231ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,136,326ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$839,976ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,119,533ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,119,533TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$14,560Amt
Net Investment Income$7,280NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,280DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSCHWAB BONDSBondNm
EOY Book Value$35,610,587EOYBookValueAmt
EOYFMV$35,610,587EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSCHWAB MUTUAL FUNDSStockNm
EOY Book Value$16,053,102EOYBookValueAmt
EOYFMV$16,053,102EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$3,210,755StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$3,210,755StateLocalSecEOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (5 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
LAND$44,850$0$44,850$44,850
BUILDING$150,150$131,068$19,082$19,082
BUILDING IMPROVEMENTS$100,276$49,491$50,785$50,785
EQUIPMENT$36,300$34,896$1,404$1,404
FURNITURE & FIXTURES$30,794$26,790$4,004$4,004

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$6,369LegalFeesAmt
Net Investment Income$3,185NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,185DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INTEREST RECEIVABLE$32,932$0$0
PREPAID FEDERAL INCOME TAXES$21,823$2,075$2,075

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDEFERRED FEDERAL EXCISE TAXDesc
Amt$44,440Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES & SUBSCRIPTIONS$12,057$1,205$10,852
INSURANCE$6,722$6,722$0
OFFICE EXPENSES$13,261$1,326$11,935
REPAIRS & MAINTENANCE$16,231$1,623$14,608

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN (LOSS)$5,008,970
PRIOR PERIOD ADJUSTMENT$8,752

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED FEDERAL EXCISE TAXDesc
BOY Book Value$53,685BOYBookValueAmt
EOY Book Value$69,625EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FINANCIAL CONSULTING$40,000$40,000$0
PAYROLL SERVICE FEE$1,978$197$1,781

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFORM PC MA TAXCategoryTxt
Amt$519Amt
Net Investment Income$51NetInvestmentIncomeAmt
Disbursements Charitable Prps$468DisbursementsCharitablePrpsAmt