THE HERSHEY FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE HERSHEY FAMILY FOUNDATION (EIN 34-1574366)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349103080
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T11:59:17-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 SOUTH FIGUEROA STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900175418 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341574366 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HERSHEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CHOATE HALL & STEWART LLP C CASEY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERS | BusinessNameControlTxt |
| Phone | 6172484078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 INTERNATIONAL PLACE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY J HERSHEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172484078 | PhoneNum |
| Signature | 2024-11-14 | 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 | CHRISTOPHER P KEARLEY | PreparerPersonNm |
| PTIN | P01245937 | PTIN |
| Phone | 2132407000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $80,820,803 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $115,208 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $115,208 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,305,903 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,305,903 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $414,842 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,703,679 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $414,842 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,835,956 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,835,956 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,236 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $28,236 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,705 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,705 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43,121 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,121 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $103,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,826 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,236 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,543,094 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,543,094 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,646,156 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,826 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,571,330 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,810,200 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,786,130 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,547,420 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,682,618 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,682,618 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,739,922 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,997,090 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $18,324,650 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,648,947 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $50,866,492 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,176,049 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,898,899 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,850,455 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,085,655 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,282,054 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,424,148 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $48,133,774 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,252,440 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $80,820,803 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $48,133,774 | RetainedEarningBOYAmt |
| Retained Earning EOY | $45,252,440 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,133,774 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,252,440 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,133,774 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $45,252,440 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,133,774 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,810,200 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,063,815 | OtherIncreasesAmt |
| Subtotal | $45,387,389 | SubtotalAmt |
| Other Decreases | $134,949 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $45,252,440 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| US TRUST #6247 | 2022-01-01 | 2023-12-31 | $103,870 | $11,014 | $92,856 | $92,856 |
| VANGUARD #0675 | 2023-01-01 | 2023-12-31 | $319,809 | $319,809 | $319,809 | |
| US TRUST #1676 | 2022-01-01 | 2023-12-31 | $2,280,000 | $2,277,823 | $2,177 | $2,177 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $414,842 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $319,809 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,727 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $38,727 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $38,727 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,351 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $54,351 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $312 | EsPenaltyAmt |
| Overpayment | $15,312 | OverpaymentAmt |
| Applied To ES Tax | $15,312 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BARRY J HERSHEY | IndividualWithBooksNm |
| Phone | 6172484078 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CHOATE HALL STEWART 2 INTL PLACE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| BARRY J HERSHEY | |||||||||
| CHOATE HALL STEWART/ CCASEY 2 | INTERNATIONAL PLACE | BOSTON | MA | 02110 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| CONNIE HERSHEY | |||||||||
| CHOATE HALL STEWART/ CCASEY 2 | INTERNATIONAL PLACE | BOSTON | MA | 02110 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $70,012,662 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,768,876 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $80,781,538 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $80,781,538 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,211,723 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $79,569,815 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,978,491 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,978,491 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,727 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,727 | TotalTaxAmt |
| Distributable Before Adj | $3,939,764 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,939,764 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,939,764 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,571,330 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,571,330 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,939,764 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,277,765 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,992,198 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $470,582 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,200,686 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,714,844 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,656,075 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,571,330 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,939,764 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,631,566 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,287,641 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,277,765 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,009,876 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,992,198 | ExcessFromYear4Amt |
| Excess From Year3 | $470,582 | ExcessFromYear3Amt |
| Excess From Year2 | $1,200,686 | ExcessFromYear2Amt |
| Excess From Year1 | $2,714,844 | ExcessFromYear1Amt |
| Excess From Current Year | $2,631,566 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARRY J HERSHEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN REPERTORY THEATRE | |||||||
| 64 BRATTLE ST | CAMBRIDGE | MA | 02138 | NONE | PC | FUNDING HELPS EXPAND THE BOUNDARIES OF THEATRE, PRODUCTION, PERFORMING, AND PRESENTING LITERARY WORKS. | $100,000 |
| BIDMC | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PC | BETH ISRAEL DEACONESS MEDICAL CENTER SERVES PATIENTS COMPASSIONATELY AND EFFECTIVELY, AND CREATES A HEALTHY FUTURE FOR THEM AND THEIR FAMILIES. OUR MISSION IS SUPPORTED BY OUR COMMITMENT TO PERSONALIZED, EXCELLENT CARE FOR OUR PATIENTS; A WORKFORCE COMMITTED TO INDIVIDUAL ACCOUNTABILITY, MUTUAL RESPECT AND COLLABORATION; AND A COMMITMENT TO MAINTAINING OUR FINANCIAL HEALTH. | $500,000 |
| BROWN UNIVERSITY | |||||||
| 38 GEORGE STREET | PROVIDENCE | RI | 02912 | NONE | PC | FUNDING TO BROWN UNIVERSITY FOR CONTEMPLATICE STUDIES INITIATIVE. | $70,000 |
| COMTEMPLATIVE SEMESTER (BARRE CENTER) | |||||||
| 149 LOCKWOOD RD | BARRE | MA | 01005 | NONE | PC | PURPOSE IS TO OFFER THE INTEGRATION OF STUDY AND PRACTICE IN EXPLORING THE MANY STREAMS OF TEACHING AND EXPRESSION THAT FLOW FROM THE SOURCES OF EARLY BUDDHISM. ONLINE AND ONSITE PROGRAMS SUPPORT PERSONAL TRANSFORMATION. | $100,000 |
| DALAI LAMA CTR FOR ETHICS & TRANSFORMATIVE VALUES | |||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | PC | DEDICATED TO INQUIRY, DIALOGUE, AND EDUCATION ON THE ETHICAL AND HUMANE DIMENSIONS OF LIFE. AS A COLLABORATIVE AND NONPARTISAN THINK TANK, THE CENTER FOCUSES ON THE DEVELOPMENT OF INTERDISCIPLINARY RESEARCH AND PROGRAMS IN VARIED FIELDS OF KNOWLEDGE, FROM SCIENCE AND TECHNOLOGY TO EDUCATION AND INTERNATIONAL RELATIONS. OUR PROGRAMS EMPHASIZE RESPONSIBILITY AND EXAMINE MEANINGFULNESS AND MORAL PURPOSE BETWEEN INDIVIDUALS, ORGANIZATIONS, AND SOCIETIES. | $25,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | PC | EJI IS COMMITTED TO ENDING MASS INCARCERATION AND EXCESSIVE PUNISHMENT IN THE UNITED STATES, TO CHALLENGING RACIAL AND ECONOMIC INJUSTICE, AND TO PROTECTING BASIC HUMAN RIGHTS FOR THE MOST VULNERABLE PEOPLE IN AMERICAN SOCIETY. | $50,000 |
| FEEDING AMERICA | |||||||
| 35 E WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60601 | NONE | PC | FUNDING FOR AMERICA'S HUNGRY THROUGH A NATIONWIDE NETWORK OF FOOD BANKS IN THE FIGHT TO END HUNGER. | $100,000 |
| FINCA | |||||||
| 1201 15TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | FUNDING HELPS PROVIDE FINANCIAL SERVICES TO THE WORLD'S LOWEST-INCOME ENTREPRENEURS. | $100,000 |
| FUNDERBURG SCHOLARS | |||||||
| 199 PARK LANE | CONCORD | MA | 01742 | NONE | PC | FUNDERBURG SCHOLARS IS AN ALL VOLUNTEER ORGANIZATION THAT HELPS INNER CITY YOUTH ATTEND COLLEGE. 86% OF OUR FUNDS WERE USED FOR TUITION AND 13% FOR TEXTBOOKS. THE STUDENTS ARE THOSE WHO ATTENDED THE UNITARIAN UNIVERSALIST URBAN MINISTRY'S AFTER SCHOOL ROXBURY YOUTH PROGRAM. | $75,000 |
| GLOBAL ARTS PROJECT FOR PEACE | |||||||
| PO BOX 40445 | TUCSON | AZ | 85717 | NONE | PC | FUNDING FOR THE PROMOTION OF WORLD PEACE THROUGH USE OF THE ARTS. | $35,000 |
| GRADUATE SCHOOL FUND (HARVARD) | |||||||
| 1033 MASSACHUSETTS AVE SUITE 3 | CAMBRIDGE | MA | 02138 | NONE | PC | FUNDING TO HARVARD UNIVERSITY FOR GRADUATE PROGRAMS. | $150,000 |
| HAITI PROJECTS INC | |||||||
| 31 LEONARD STREET | ANNISQUAM | MA | 01930 | NONE | PC | FUNDING FOR THE EMPLOYMENT OF LOCAL HAITIAN WOMEN TO CREATE EMBROIDERED PRODUCTS AND LINENS TO STIMULATE INCOME PRODUCTION AND EMPLOYMENT OPPORTUNITIES. | $75,000 |
| HARVARD DIVINITY SCHOOL | |||||||
| 45 FRANCIS AVE | CAMBRIDGE | MA | 02138 | NONE | PC | HARVARD DIVINITY SCHOOL IS A NONSECTARIAN SCHOOL OF RELIGIOUS AND THEOLOGICAL STUDIES THAT EDUCATES STUDENTS BOTH IN THE PURSUIT OF THE ACADEMIC STUDY OF RELIGION AND IN PREPARATION FOR LEADERSHIP IN RELIGIOUS, GOVERNMENTAL, AND A WIDE RANGE OF SERVICE ORGANIZATIONS. | $200,000 |
| HARVARD LAW SCHOOL (E ASIAN) | |||||||
| 1585 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | NONE | PC | THE LAW SCHOOL OFFERS INSTRUCTION ON THE LEGAL SYSTEMS OF EAST ASIA AND SPONSORS IN-DEPTH RESEARCH CONDUCTED BY SCHOLARS IN RESIDENCE. JOINT PROGRAMS OF STUDY CAN ALSO BE ARRANGED ON AN INDIVIDUAL BASIS WITH OTHER PARTS OF HARVARD UNIVERSITY. AN ACTIVE EXTRACURRICULAR PROGRAM INCLUDES A LUNCHTIME SPEAKER SERIES THAT COMBINES LECTURES AND DISCUSSIONS ON ASIAN LEGAL THEMES IN AN INFORMAL SETTING, A WORKSHOP SERIES PROVIDING A MORE FORMAL SETTING FOR THE PRESENTATION OF RESEARCH PROJECTS, AND FOREIGN LANGUAGE DISCUSSION GROUPS ON LEGAL ISSUES. | $50,000 |
| HARVARD LAW SCHOOL | |||||||
| 1585 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | NONE | PC | HARVARD LAW SCHOOL OFFERS A RANGE OF ACADEMIC PROGRAMS, CLINICS, AND STUDENT ORGANIZATIONS FOR J.D. AND GRADUATE STUDENTS. | $50,000 |
| HEALTH EQUITY INTERNATIONAL FKA SAINT BONIFACE HAITI FOUNDATION | |||||||
| 40 GLEN AVE | NEWTON | MA | 02459 | NONE | PC | HEALTH EQUITY INTERNATIONAL IS DEDICATED TO PROVIDING ESSENTIAL HEALTH SERVICES TO THE PEOPLE OF SOUTHERN HAITI, ESPECIALLY THE MOST VULNERABLE. WE ARE COMMITTED TO BUILDING A COMPREHENSIVE, EFFICIENT, AND RESILIENT HEALTH SYSTEM THAT PROVIDES HIGH QUALITY CARE. WE BELIEVE THAT ENSURING ACCESS TO LIFE-SAVING AND LIFE-CHANGING HEALTH SERVICES IS A CRITICAL COMPONENT TO BUILDING STRONG AND PRODUCTIVE COMMUNITIES. | $200,000 |
| HERSHEY MONTESSORY SCHOOL | |||||||
| 10229 PROUTY RD | CONCORD TWP | OH | 44077 | NONE | PC | FUNDING FOR EDUCATING CHILDREN FROM INFANCY TO 12 YEARS OF AGE AND ADOLESCENTS. | $400,000 |
| INSTITUTE FOR ADVANCED STUDY | |||||||
| EINSTEIN DR | PRINCETON | NJ | 08540 | NONE | PC | THE INSTITUTE EXISTS TO ENCOURAGE AND SUPPORT FUNDAMENTAL SCHOLARSHIPTHE ORIGINAL, OFTEN SPECULATIVE, THINKING THAT PRODUCES ADVANCES IN KNOWLEDGE THAT CHANGE THE WAY WE UNDERSTAND THE WORLD. WORK AT THE INSTITUTE TAKES PLACE IN FOUR SCHOOLS: HISTORICAL STUDIES, MATHEMATICS, NATURAL SCIENCES AND SOCIAL SCIENCE. IT PROVIDES FOR THE MENTORING OF YOUNGER SCHOLARS BY A PERMANENT FACULTY, AND IT OFFERS ALL WHO WORK THERE THE FREEDOM TO UNDERTAKE RESEARCH THAT WILL MAKE SIGNIFICANT CONTRIBUTIONS IN ANY OF THE BROAD RANGE OF FIELDS IN THE SCIENCES AND HUMANITIES STUDIED AT THE INSTITUTE. THE INSTITUTE, FOUNDED IN 1930, IS A PRIVATE, INDEPENDENT ACADEMIC INSTITUTION LOCATED IN PRINCETON, NEW JERSEY. | $100,000 |
| INWARD BOUND MINDFULNESS EDUCATION | |||||||
| 768 GREAT POND RD | N ANDOVER | MA | 01845 | NONE | PC | FUNDING FOR YOUTH TRAINING | $200,000 |
| KARUNA-SHECHEN | |||||||
| 237 WEST 35TH STREET SUITE 1101 | NEW YORK | NY | 10001 | NONE | PC | KARUNA-SHECHEN WORKS TO PROVIDE HEALTH CARE, EDUCATION, AND SOCIAL SERVICES FOR THE UNDER-SERVED POPULATIONS OF INDIA, NEPAL, AND TIBET. | $200,000 |
| LAMA YESHE WISDOM PUBLICATIONS | |||||||
| PO BOX 356 | WESTON | MA | 02493 | NONE | PC | FUNDING HELPS TRANSLATE, EDIT, REPRODUCE, PUBLISH AND DISTRIBUTE EDUCATIONAL MATERIALS ON THE TEACHINGS OF LAMA YESHE AND LAMA ZAPA RINPOCHE TO THE GENERAL PUBLIC. | $50,000 |
| MACDOWELL | |||||||
| 10 HIGH STREET | PETERBOROUGH | NH | 03458 | NONE | PC | THE MISSION OF MACDOWELL IS TO NURTURE THE ARTS BY OFFERING CREATIVE INDIVIDUALS AN INSPIRING ENVIRONMENT IN WHICH THEY CAN PRODUCE ENDURING WORKS OF THE IMAGINATION. OUR ADMISSIONS PHILOSOPHY IS THAT RESIDENCIES ARE OFFERED BASED ON COMMITMENT TO ARTISTIC PRACTICE DEMONSTRATED BY WORK SAMPLES AND THE CLARITY OF PURPOSE EXPRESSED IN APPLICANTS' PROJECT DESCRIPTIONS, RATHER THAN REPUTATION OR PAST ACHIEVEMENTS. OUR ONGOING OUTREACH EFFORTS SEEK TO INFORM AND ENCOURAGE ANY ARTIST TO APPLY TO MACDOWELL. | $25,000 |
| MIND AND LIFE INSTITUTE | |||||||
| 7007 WINCHESTER CIRCLE SUITE 100 | BOULDER | CO | 80301 | NONE | PC | FUNDING FOR MEETINGS BETWEEN WESTERN SCIENTISTS AND LEADING CONTEMPLATIVE FIGURES TO STUDY SIMILARITIES AND DIFFERENCES BETWEEN WESTERN SCIENTIFIC PRACTICES AND CONTEMPLATIVE MEDITATIONAL TECHNIQUES. | $734,819 |
| MIND AND LIFE INSTITUTE | |||||||
| 7007 WINCHESTER CIRCLE SUITE 100 | BOULDER | CO | 80301 | NONE | PC | FUNDING FOR GRANTS AWARDED ANNUALLY TO RESEARCH SCIENTISTS WHO HAVE ATTENDED THE EUROPEAN SUMMER RESEARCH INSTITUTE (ESRI). THESE GRANTS FUND SCIENTIFIC AND SCHOLARLY EXAMINATIONS OF CONTEMPLATIVE TECHNIQUES, WITH THE ULTIMATE GOAL THAT FINDINGS WILL PROVIDE GREATER INSIGHT INTO THE MECHANISMS OF CONTEMPLATIVE PRACTICE AND ITS APPLICATION FOR REDUCING HUMAN SUFFERING. SEE IN THE LIST BELOW ALL EVA RECIPIENTS AND THEIR RESEARCH PROJECTS. | $133,275 |
| MONTESSORI DEVELOPMENT PARTNERSHIP | |||||||
| 13693 BUTTERNUT ROAD | BURTON | OH | 44021 | NONE | PC | TO DEVELOP AND IMPLEMENT MONTESSORI PROJECTS SUCH AS MEDIA DEVELOPMENT, STUDY GROUPS, PROFESSIONAL DEVELOPMENT, TEACHER TRAINING, CURRICULUM DEVELOPMENT, AND COLLABORATIVE PROGRAMS. | $50,000 |
| OXFAM AMERICA | |||||||
| 26 WEST STREET BOSTON MA 02111 | BOSTON | MA | 02111 | NONE | PC | FUNDING IS FOR THE CREATION OF LASTING SOLUTIONS TO END POVERTY, HUNGER AND INJUSTICE. 170(B)(1)(A)(VI) | $200,000 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON ST SUITE 300 | BOSTON | MA | 02199 | NONE | PC | OUR MISSION IS A PREFERENTIAL OPTION FOR THE POOR IN HEALTH CARE. BY ESTABLISHING LONG-TERM RELATIONSHIPS WITH SISTER ORGANIZATIONS BASED IN SETTINGS OF POVERTY, PARTNERS IN HEALTH STRIVES TO ACHIEVE TWO OVERARCHING GOALS: TO BRING BENEFITS OF MODERN MEDICAL SCIENCE TO THOSE MOST IN NEED OF THEM AND TO SERVE AS AN ANTIDOTE TO DESPAIR. | $350,000 |
| PHYS WELLNESS FUND AT BRIGHAM&WOMENS HOS | |||||||
| 75 FRANCIS ST | BOSTON | MA | 02115 | NONE | PC | FUNDING FOR PHYSICAL WELLNESS FUND AT BRIGHAM AND WOMANS. BRIGHAM AND WOMEN'S HOSPITAL IS DEDICATED TO: SERVING THE NEEDS OF OUR LOCAL AND GLOBAL COMMUNITY, PROVIDING THE HIGHEST QUALITY HEALTH CARE TO PATIENTS AND THEIR FAMILIES, EXPANDING THE BOUNDARIES OF MEDICINE THROUGH RESEARCH, | $250,000 |
| PRAJNOPAYA INSTITUTE OF BUDDHIST STUDIES | |||||||
| 40 MASSACHUSETTS AVE SUITE 063 | CAMBRIDGE | MA | 02139 | NONE | PC | PURPOSE IS TO DEVOTE TO A NON-SECTARIAN AND NON-DENOMINATIONAL APPROACH TO DHARMA. STUDENTS ARE ENCOURAGED TO ENGAGE IN THE STUDY OF THE THERAVADA, MAHAYANA, AND VAJRAYANA (TRIYANA) SCHOOLS. PRAJNOPAYA ALSO BRINGS TOGETHER ALL FIVE SCHOOLS OF TIBETAN BUDDHISM. | $125,000 |
| PRISON MINDFULNESS INSTITUTE | |||||||
| 98 COLUMBIA AVENUE | CRANSTON | RI | 02908 | NONE | PC | PROVIDES PRISONERS, AND THOSE WHO WORK WITH THEM, WITH THE MOST EFFECTIVE CONTEMPLATIVE TOOLS FOR SELF-TRANSFORMATION AND REHABILITATION. | $125,000 |
| PROJECT BREAD | |||||||
| 145 BORDER STREET | BOSTON | MA | 02128 | NONE | PC | FUNDING PROVIDES HUNGER RELIEF GRANTS TO FOOD PANTRIES, SOUP KITCHENS, FOOD BANKS, FOOD SALVAGE PROGRAMS, AND FOOD TRANSPORTATION PROGRAMS. | $30,000 |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PC | FUNDING HELPS PROVIDE FOOD AND NUTRITION, HOUSING, EMPLOYMENT, AND HEALTH SERVICES FOR POOR AND HOMELESS WOMEN IN BOSTON. | $60,000 |
| SRAVASTI ABBEY | |||||||
| PO BOX 447 | NEWPORT | WA | 99156 | NONE | PC | FUNDING SUPPORTS A FLOURISHING MONASTIC COMMUNITY WHERE LEARNING AND PRACTICING BUDDHAS ANCIENT TEACHINGS CULTIVATE PEACE IN THE HEARTS OF RESIDENTS, VISITORS, AND THE WORLD. | $200,000 |
| ST BARBARA INSTITUTE FOR CONSCIOUSNESS STUDIES | |||||||
| PO BOX 3573 | SANTA BARBARA | CA | 93130 | NONE | PC | CONTEMPLATIVE RESEARCH AND EDUCATION. | $40,000 |
| STILL HARBOR | |||||||
| 666 DORCHESTER AVE | BOSTON | MA | 02127 | NONE | PC | FUNDING TO SUPPORT THE OFFERING OF SPIRITUAL FORMATION AND ACCOMPANIMENT TO INDIVIDUALS AND ORGANIZATIONS CONCERNED WITH HUMAN THRIVING AND SOCIAL JUSTICE. | $20,000 |
| TEENSMART INTERNATIONAL | |||||||
| 107 APPLE CART WAY | MORRISVILLE | NC | 27560 | NONE | PC | LIFE-SKILLS EDUCATION FOR TEENAGERS | $50,000 |
| THE GREATER BOSTON FOOD BANK | |||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | NONE | PC | TO END HUNGER IN EASTERN MASSACHUSETTS. THE OBJECTIVE IS TO DISTRIBUTE ENOUGH FOOD TO PROVIDE AT LEAST ONE MEAL A DAY TO THOSE IN NEED. | $30,000 |
| THE HUNGER PROJECT | |||||||
| 15 EAST 26TH STREET | NEW YORK | NY | 10010 | NONE | PC | FUNDING GOES TOWARDS EMPOWERING PEOPLE TO CREATE LASTING PROGRESS THROUGH EDUCATION, HEALTH, NUTRITION, FAMILY INCOMES AND GENDER EQUALITY. | $100,000 |
| THE HUNTINGTON | |||||||
| 560 HARRISON AVENUE SUITE 504 | BOSTON | MA | 02118 | NONE | PC | FUNDING FOR THE HUNTINGTON THEATER COMPANY. THE MISSION OF THE HUNTINGTON IS TO ENGAGE, INSPIRE, ENTERTAIN, EDUCATE, AND CHALLENGE AUDIENCES WITH CULTURALLY DIVERSE THEATRICAL PRODUCTIONS THAT RANGE FROM CLASSICS TO NEW WORKS | $50,000 |
| THOMPSON ISLAND OUTWARD BOUND | |||||||
| PO BOX 127 | BOSTON | MA | 02127 | NONE | PC | TO PROVIDE INDIVIDUALS WITH ADVENTUROUS AND CHALLENGING EXPERIMENTAL LEARNING PROGRAMS THAT INSPIRE CHARACTER DEVELOPMENT, COMPASSION, COMMUNITY SERVICE, ENVIRONMENTAL RESPONSIBILITY AND ACADEMIC ACHIEVEMENT. | $150,000 |
| UC DAVIS FOUNDATION | |||||||
| 1 SHIELDS AVE | DAVIS | CA | 95616 | NONE | PC | FUNDING FOR UNIVERSITY OF CALIFORNIA, DAVIS TO EDUCATE STUDENTS. | $130,000 |
| UNIV OF WISCONSIN FOUNDATION | |||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | NONE | PC | AIDS UNIVERSITY OF WISCONSIN-MADISON BY SOLICITING GIFTS AND BEQUESTS, ADMINISTERS AND INVESTS SECURITIES AND PROPERTY AND DISTRIBUTES PAYMENTS FOR BENEFIT OF UW-MADISON. | $200,000 |
| UPAYA INSTITUE AND ZEN CENTER | |||||||
| 1404 CERRO GORDO ROAD | SANTA FE | NM | 87501 | NONE | PC | UPAYA ZEN CENTER IS MODEL OF SOCIALLY ENGAGED BUDDHISM. IT BRINGS TOGETHER MANY PROJECTS FOCUSED ON SOCIAL TRANSFORMATION, INCLUDING WORK IN PRISONS, END-OF-LIFE CARE, SERVING THE HOMELESS, TRAINING OF CHAPLAINS IN SOCIALLY ENGAGED PRACTICE, PEACE AND NON-VIOLENCE WORK, TRAINING OF CLINICIANS ALL OVER THE WORLD IN COMPASSIONATE CARE, AND DELIVERING HEALTHCARE IN REMOTE REGIONS OF THE HIMALAYAS. UPAYA IS A GLOBAL COMMUNITY FOR THOSE WORKING TO CREATE RACIAL, ECONOMIC, AND ENVIRONMENTAL JUSTICE, COMPASSIONATE CARE FOR THE MOST VULNERABLE, AND A PLACE OF COMMITTED, DAILY CONTEMPLATIVE PRACTICE AND LEARNING THROUGH ITS RETREATS, TRAININGS, AND PROGRAMS, FREE DHARMA PODCASTS AND COMMUNITY SERVICES. | $100,000 |
| WHOLE SCHOOL MINDFULNESS | |||||||
| 460 CHESTNUT STREET | WRENTHAM | MA | 02093 | NONE | PC | WOMEN'S STUDIO WORKSHOP ENVISIONS A SOCIETY WHERE WOMEN'S VISUAL ART IS INTEGRAL TO THE CULTURAL MAINSTREAM AND PERMANENTLY RECORDED IN HISTORY. OUR MISSION IS TO OPERATE AND MAINTAIN AN ARTISTS' WORKSPACE THAT ENCOURAGES THE VOICE AND VISION OF INDIVIDUAL WOMEN ARTISTS, PROVIDES PROFESSIONAL OPPORTUNITIES FOR ARTISTS AT VARIOUS STAGES OF THEIR CAREERS, AND PROMOTES PROGRAMS DESIGNED TO STIMULATE PUBLIC INVOLVEMENT, AWARENESS, AND SUPPORT FOR THE VISUAL ARTS. | $500,000 |
| WISDOM PUBLICATIONS | |||||||
| 199 ELM ST | SOMERVILLE | MA | 02144 | NONE | PC | THE LEADING PUBLISHER OF CONTEMPORARY AND CLASSIC BOOKS AND PRACTICAL WORKS ON BUDDHISM, MINDFULNESS, MEDITATION, AND OTHER CONTEMPLATIVE TRADITIONS. WISDOM IS A NONPROFIT CHARITABLE ORGANIZATION DEDICATED TO CULTIVATING WRITERS AND TEACHERS THE WORLD OVER, ADVANCING CRITICAL SCHOLARSHIP, PRESERVING AND SHARING THE LITERARY CULTURE OF VARIOUS CONTEMPLATIVE TRADITIONS, AND HELPING PEOPLE FIND AND ENGAGE WITH THE TEACHERS, TEACHINGS, AND PRACTICES FOR A WISE AND COMPASSIONATE LIFE. | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,543,094 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $115,208 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,305,903 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $414,842 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,835,956 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,835,956 | 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 | ERNST & YOUNG | CategoryTxt |
| Amt | $28,236 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $28,236 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (23 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TOYOTA MTR CR CORP | $297,732 | $290,196 |
| INTERNATIONAL BUSINESS MACHS CORP | $300,000 | $296,736 |
| AT&T INC | $300,045 | $300,072 |
| SOUTHERN CO | $299,973 | $297,606 |
| AMAZON.COM INC | $299,629 | $294,702 |
| UNITEDHEALTH GROUP INC | $299,688 | $294,579 |
| NATIONAL RURAL UTIL CORP | $299,727 | $289,791 |
| THERMO FISHER SCIENTIFIC | $300,062 | $290,427 |
| ROYAL BANK CANADA | $300,120 | $299,241 |
| AMERICAN EXPRESS CO | $299,594 | $290,295 |
| NUCOR CORP | $301,158 | $295,224 |
| JOHN DEERE CAPITAL CORP | $300,834 | $294,978 |
| WALMART INC | $299,790 | $297,078 |
| COMCAST INC | $299,919 | $303,033 |
| PROCTOR & GAMBLE CO/THE | $299,836 | $299,079 |
| NEXTERA ENERGY CAPITAL | $300,750 | $302,670 |
| CITIBANK NA | $300,195 | $305,037 |
| KEY BANK NA | $299,751 | $293,073 |
| CVS HEALTH CORP | $299,568 | $301,530 |
| RTX CORP | $299,730 | $308,139 |
| JP MORGAN CHASE BANK NA | $300,000 | $302,841 |
| WESTPAC BANKING CORP | $300,738 | $304,854 |
| PFIZER INVESTMENT ENTER | $300,060 | $299,274 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GARRETT MOTION INC | $5,441 | $14,022 |
| COCA COLA COM | $1,622,640 | $3,771,520 |
| KIMBERLY CLARK | $915,399 | $2,430,200 |
| KRAFT HEINZ CO | $246,902 | $308,154 |
| MONDELEZ INTERNATIONAL INC | $480,699 | $1,810,750 |
| UNILEVER PLC | $1,014,835 | $2,268,864 |
| WALMART INC | $1,120,688 | $3,941,250 |
| US BANCORP | $694,365 | $908,880 |
| AVANOS MEDICAL INC | $39,656 | $56,075 |
| BRISTOL-MYERS SQUIBB CO | $508,563 | $1,026,200 |
| MERICK AND CO INC | $974,446 | $5,848,269 |
| ORGANON AND CO | $48,803 | $77,349 |
| PFIZER INC | $875,902 | $1,521,552 |
| VIATRIS INC | $48,041 | $71,012 |
| HONEYWELL INTL INC | $485,009 | $3,040,795 |
| UNITED PARCEL SVC INC CL B | $347,888 | $786,150 |
| INTEL CORP | $441,681 | $2,914,500 |
| ORACLE CORP | $314,200 | $2,108,600 |
| RESIDEO TECHNOLOGIES INC | $14,576 | $45,469 |
| ADVANSIX INC | $2,688 | $17,377 |
| CHEMOURS CO | $20,796 | $94,620 |
| CORTEVA INC | $67,290 | $307,167 |
| DOW INC | $131,396 | $351,524 |
| DUPONT DE NEMOURS INC | $192,838 | $493,121 |
| INTL PAPER CO | $719,878 | $1,156,800 |
| SYLVAMO CORP | $40,547 | $142,861 |
| AT&T INC | $788,202 | $761,510 |
| ISHARES MSCI TAIWAN ETF | $355,000 | $1,150,750 |
| GEN DIGITAL INC | $157,635 | $205,380 |
| WARNER BROS DISCOVERY | $241,843 | $124,930 |
| MATIV INC | $15,531 | $12,585 |
| ISHARES MSCI BRAZIL ETF | $166,259 | $104,880 |
| AGILENT TECHNOLOGIES INC | $400,027 | $2,085,450 |
| BANK OF AMERICA CORP | $250,342 | $1,515,150 |
| CONDUENT INC | $87,052 | $49,275 |
| FEDEX CORP | $1,400,982 | $3,794,550 |
| GENERAL ELECTRIC CO NEW | $322,447 | $813,641 |
| GE HEALTHCARE TECHNOLOGIES INC | $85,043 | $164,305 |
| INTL BUSINESS MACHINES CORP | $385,394 | $572,425 |
| KEYSIGHT TECHNOLOGIES INC | $152,573 | $1,193,175 |
| KRAFT HEINZ CO | $592,800 | $702,620 |
| KYNDRL HOLDINGS INC | $16,896 | $14,546 |
| PEPSICO INC | $513,250 | $1,358,720 |
| PITNEY BOWES INC | $97,234 | $53,680 |
| TOYOTA MOTOR CORP | $224,350 | $641,830 |
| WABTEC | $20,920 | $34,009 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,739,922 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,997,090 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EMERGING MKTS STK IDX ADM | AT COST | $646,865 | $651,214 |
| HIGH DIVIDEND YLD IDX ADM | AT COST | $1,785,050 | $2,689,681 |
| PACIFIC STOCK INDEX ADM | AT COST | $1,715,012 | $2,155,584 |
| 500 INDEX FUND ADM | AT COST | $1,135,127 | $1,927,669 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES - GRANTS (2022) | Desc |
| Amt | $134,949 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $3 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TIMING DIFFERENCES - GRANTS (2023) | $792,480 |
| INCREASE IN FUND BALANCE | $271,335 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN FEES AND BANK CHARGE | CategoryTxt |
| Amt | $31,705 | Amt |
| Net Investment Income | $31,705 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $18,121 | $18,121 | $0 | $0 |
| FEDERAL TAXES | $25,000 | $0 | $0 | $0 |