ATRIUS HEALTH EQUITY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ATRIUS HEALTH EQUITY FOUNDATION INC (EIN 26-4517944)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202501329349103935
- Schema version
- 2024v5.1
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T19:28:49-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264517944 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATRIUS HEALTH EQUITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ATRI | BusinessNameControlTxt |
| Phone | 8572426717 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1047 | AddressLine1Txt |
| City | BROOKLINE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02446 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE TESO-LICHTMAN | PersonNm |
| Person Title | TREASURER AND DIRECTOR | PersonTitleTxt |
| Phone | 8572426717 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOYCE RIPIANZI CPA | PreparerPersonNm |
| PTIN | P00548581 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $140,966,328 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,374,726 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,374,726 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $811,355 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,483,469 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $811,355 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,864 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $20,864 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,206,945 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,186,081 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20,864 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $269,217 | 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 | $266,597 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $182,212 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $171,308 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $43,638 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $42,207 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $40,941 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $45,689 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,778 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $38,356 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $613,167 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $164,864 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $458,673 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $85,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $7,757 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,757 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,289 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,959 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,380 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,209 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $58,690 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $62,069 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,346,069 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $164,864 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,098,824 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,827,973 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,498,330 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,174,042 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $164,864 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,597,154 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,032,903 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,021,217 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,864 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $246,153 | CashBOYAmt |
| Cash EOY | $281,820 | CashEOYAmt |
| Cash EOYFMV | $281,820 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $4,402,430 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,402,430 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,216 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,908 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,908 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $138,990,431 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $134,274,503 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $134,274,503 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,000,667 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,000,667 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $139,239,800 | TotalAssetsBOYAmt |
| Total Assets EOY | $140,966,328 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $140,966,328 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $106,527 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $104,392 | AccountsPayableEOYAmt |
| Grants Payable BOY | $670,357 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $776,884 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $104,392 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $138,462,916 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $140,861,936 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $138,462,916 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $140,861,936 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $139,239,800 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $140,966,328 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $138,462,916 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,032,903 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,366,117 | OtherIncreasesAmt |
| Subtotal | $140,861,936 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $140,861,936 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $12,483,469 | GrossSalesPriceAmt |
| Cost Or Other Basis | $11,672,114 | CostOrOtherBasisAmt |
| Gain Or Loss | $811,355 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $811,355 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $811,355 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $83,695 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $83,695 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $83,695 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $88,782 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $88,782 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,087 | OverpaymentAmt |
| Applied To ES Tax | $5,087 | 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 | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN HWANG MD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8572426717 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1047 | AddressLine1Txt |
| City | BROOKLINE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02446 | 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 (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANN HWANG MD | ||||||||
| PO BOX 1047 | BROOKLINE | MA | 02446 | PRESIDENT AND CLERK | 40.00 | $260,687 | $8,530 | $0 |
| LESLIE TESO-LICHTMAN | ||||||||
| PO BOX 1047 | BROOKLINE | MA | 02446 | TREASURER | 2.00 | $0 | $0 | $0 |
| JON KINGSDALE PHD | ||||||||
| PO BOX 1047 | BROOKLINE | MA | 02446 | BOARD CHAIR | 2.00 | $0 | $0 | $0 |
| MONICA BHAREL MD | ||||||||
| PO BOX 1047 | BROOKLINE | MA | 02446 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| RENEE CRICHLOW MD | ||||||||
| PO BOX 1047 | BROOKLINE | MA | 02446 | DIRECTOR/ VICE CHAIR (AS OF 9/24) | 1.00 | $0 | $0 | $0 |
| THOMAS GLYNN PHD | ||||||||
| PO BOX 1047 | BROOKLINE | MA | 02446 | DIRECTOR (UNTIL 3/24) | 0.50 | $0 | $0 | $0 |
| MARY LEE MD | ||||||||
| PO BOX 1047 | BROOKLINE | MA | 02446 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ROBERT MASTER MD | ||||||||
| PO BOX 1047 | BROOKLINE | MA | 02446 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| TRAVIS MCCREADY JD | ||||||||
| PO BOX 1047 | BROOKLINE | MA | 02446 | DIRECTOR (UNTIL 1/24) | 0.50 | $0 | $0 | $0 |
| JULITA MIR MD | ||||||||
| PO BOX 1047 | BROOKLINE | MA | 02446 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JAMES ROOSEVELT JR JD | ||||||||
| PO BOX 1047 | BROOKLINE | MA | 02446 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JEFFREY SANCHEZ MPA | ||||||||
| PO BOX 1047 | BROOKLINE | MA | 02446 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| VINOD SAHNEY | ||||||||
| PO BOX 1047 | BROOKLINE | MA | 02446 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CHIPMAN FLOWERS JR JD | ||||||||
| PO BOX 1047 | BROOKLINE | MA | 02446 | DIRECTOR (AS OF 3/24) | 0.50 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARLENE CERRITOS-RIVAS | ||||||||
| PO BOX 1047 | BROOKLINE | MA | 02446 | PROGRAM DIRECTOR | 40.00 | $102,385 | $6,136 | $0 |
| JESSICA WYNNS | ||||||||
| PO BOX 1047 | BROOKLINE | MA | 02446 | OFFICE/ OPERATIONS M | 40.00 | $75,577 | $7,763 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| VANGUARD | ||||||
| 100 VANGUARD BLVD | MALVERN | PA | 19355 | INVESTMENT ADVISORY | $164,864 | |
| MXM RESEARCH GROUP LLC | ||||||
| 158 GREAT ROAD UNIT J 447 | BEDFORD | MA | 01730 | TECHNICAL ASSISTANCE AND COACHING | $93,216 | |
| EMVISION LLC | ||||||
| 11 EDGEHILL ROAD | SWAMPSCOTT | MA | 01907 | PR/COMMUNICATIONS CONSULTANT | $67,740 | |
| M&R STRATEGIC SERVICES INC | ||||||
| 1101 CONNECTICUT AVENUE NW 7TH | WASHINGTON | DC | 20036 | STRATEGIC SERVICES | $61,200 | FLOOR |
| JOAN QUINLAN | ||||||
| 8 SUNSET POINT ROAD | GLOUCESTER | MA | 01930 | PROGRAM CONSULTING | $55,519 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IN 2024, THE FOUNDATION MADE GRANTS AND CARRIED OUT CHARITABLE ACTIVITIES TO FURTHER ITS MISSION OF CLOSING THE LIFE EXPECTANCY GAP IN EASTERN MASSACHUSETTS. THE FOUNDATION (1) COMPETITIVELY AWARDED 8 GRANTS TO ORGANIZATIONS TO SUPPORT YOUTH TO BE HEALTH CARE CHANGE AGENTS IN THEIR COMMUNITIES; (2) ANNOUNCED A PARTNERSHIP WITH THE CITY OF BOSTON TO DEVELOP A FUNDING OPPORTUNITY TO ADDRESS ECONOMIC MOBILITY AS A KEY CONTRIBUTOR TO BETTER HEALTH; (3) HELD TWO CONVENINGS WITH GRANTEES FOCUSED ON MEDICAL DEBT AND YOUTH LEADERSHIP; AND (4) AWARDED 4 ADDITIONAL GRANTS TO ORGANIZATIONS TO ASSIST CONSUMERS WITH MEDICAL DEBT. | Description1Txt |
| Expenses1 | $4,498,330 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PRI ISSUED IN 2024 IN THE FORM OF A BRIDGE LOAN:ORGANIZATION NAME: LAWRENCE COMMUNITYWORKS, INC.INTEREST RATE: 1%TERM: 2-YEAR BRIDGE LOAN, WITH THE OPTION TO EXTEND TO 30 MONTHS.PURPOSE: TO HELP FUND LWC'S DYEWORKS PROGRAM. | Description1Txt |
| Expenses1 | $2,000,000 | Expenses1Amt |
| Total | $2,000,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $133,800,688 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,870,988 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $140,671,676 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $140,671,676 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,110,075 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $138,561,601 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,928,080 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,928,080 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $83,695 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $83,695 | TotalTaxAmt |
| Distributable Before Adj | $6,844,385 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,844,385 | DistributableBeforeDedAmt |
| Deduction From Distributable | $4,106,631 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,737,754 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,597,154 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $2,000,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,597,154 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,737,754 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $622,303 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $451,015 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,073,318 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,597,154 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,737,754 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,859,400 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,932,718 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,932,718 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $622,303 | ExcessFromYear2Amt |
| Excess From Year1 | $451,015 | ExcessFromYear1Amt |
| Excess From Current Year | $4,859,400 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LYNN COMMUNITY HEALTH CENTER INC | ||||||
| 269 UNION ST | LYNN | MA | 01901 | PC | TO SUPPORT COMPLETION OF FINAL APPLICATION FOR YOUTH AS HEALTH CARE CHANGE AGENTS FUNDING OPPORTUNITY. | $10,000 |
| BROCKTON NEIGHBORHOOD HEALTH CENTER INC | ||||||
| 63 MAIN STREET | BROCKTON | MA | 02301 | PC | TO SUPPORT COMPLETION OF FINAL APPLICATION FOR YOUTH AS HEALTH CARE CHANGE AGENTS FUNDING OPPORTUNITY. | $10,000 |
| LOWELL COMMUNITY HEALTH CENTER INC | ||||||
| 161 JACKSON STREET | LOWELL | MA | 01852 | PC | TO SUPPORT COMPLETION OF FINAL APPLICATION FOR YOUTH AS HEALTH CARE CHANGE AGENTS FUNDING OPPORTUNITY. | $10,000 |
| DOTHOUSE HEALTH INC | ||||||
| 1353 DORCHESTER AVENUE | DORCHESTER | MA | 02122 | PC | TO SUPPORT COMPLETION OF FINAL APPLICATION FOR YOUTH AS HEALTH CARE CHANGE AGENTS FUNDING OPPORTUNITY. | $10,000 |
| LAWRENCE COMMUNITYWORKS INC | ||||||
| 168 NEWBURY STREET | LAWRENCE | MA | 01841 | PC | TO SUPPORT COMPLETION OF FINAL APPLICATION FOR YOUTH AS HEALTH CARE CHANGE AGENTS FUNDING OPPORTUNITY. | $10,000 |
| LA COLABORATIVA INC | ||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | PC | TO SUPPORT COMPLETION OF FINAL APPLICATION FOR YOUTH AS HEALTH CARE CHANGE AGENTS FUNDING OPPORTUNITY. | $10,000 |
| NEIGHBORHOOD DEVELOPERS INC | ||||||
| 4 GERRISH AVE | CHELSEA | MA | 02150 | PC | TO SUPPORT THE "FUNDING FINANCIAL OPPORTUNITY CENTERS TO ADDRESS MEDICAL DEBT" PROGRAM. | $50,000 |
| NEIGHBORHOOD HOUSING SERVICES OF THE SOUTH SHORE INC | ||||||
| 422 WASHINGTON STREET | QUINCY | MA | 02169 | PC | TO SUPPORT THE "FUNDING FINANCIAL OPPORTUNITY CENTERS TO ADDRESS MEDICAL DEBT" PROGRAM. | $50,000 |
| URBAN EDGE | ||||||
| 1542 COLUMBUS AVE | ROXBURY | MA | 02119 | PC | TO SUPPORT THE "FUNDING FINANCIAL OPPORTUNITY CENTERS TO ADDRESS MEDICAL DEBT" PROGRAM. | $50,000 |
| LAWRENCE COMMUNITYWORKS INC | ||||||
| 168 NEWBURY STREET | LAWRENCE | MA | 01841 | PC | TO SUPPORT THE "FUNDING FINANCIAL OPPORTUNITY CENTERS TO ADDRESS MEDICAL DEBT" PROGRAM. | $50,000 |
| THE BASE INC | ||||||
| 150 SHIRLEY STREET | BOSTON | MA | 02119 | PC | TO SUPPORT THE "YOUTH AS HEALTH CARE CHANGE AGENTS CATALYST" PROGRAM. | $200,000 |
| MATTAPAN FOOD AND FITNESS COALITION CO THIRD SECTOR NEW ENGLAND | ||||||
| 1613 BLUE HILL AVE | MATTAPAN | MA | 02126 | PC | TO SUPPORT THE "YOUTH AS HEALTH CARE CHANGE AGENTS CATALYST" PROGRAM. | $200,000 |
| LAWRENCE COMMUNITYWORKS INC | ||||||
| 168 NEWBURY STREET | LAWRENCE | MA | 01841 | PC | TO SUPPORT THE "YOUTH AS HEALTH CARE CHANGE AGENTS" PROGRAM. | $400,000 |
| LA COLABORATIVA INC | ||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | PC | TO SUPPORT THE "YOUTH AS HEALTH CARE CHANGE AGENTS" PROGRAM. | $500,000 |
| LOWELL COMMUNITY HEALTH CENTER INC | ||||||
| 161 JACKSON STREET | LOWELL | MA | 01852 | PC | TO SUPPORT THE "YOUTH AS HEALTH CARE CHANGE AGENTS" PROGRAM. | $417,973 |
| BROCKTON NEIGHBORHOOD HEALTH CENTER INC | ||||||
| 63 MAIN STREET | BROCKTON | MA | 02301 | PC | TO SUPPORT THE "YOUTH AS HEALTH CARE CHANGE AGENTS" PROGRAM. | $500,000 |
| LYNN COMMUNITY HEALTH CENTER INC | ||||||
| 269 UNION ST | LYNN | MA | 01901 | PC | TO SUPPORT THE "YOUTH AS HEALTH CARE CHANGE AGENTS" PROGRAM. | $500,000 |
| DOTHOUSE HEALTH INC | ||||||
| 1353 DORCHESTER AVENUE | DORCHESTER | MA | 02122 | PC | TO SUPPORT THE "YOUTH AS HEALTH CARE CHANGE AGENTS" PROGRAM. | $500,000 |
| HEALTH EQUITY COMPACT INC | ||||||
| 40 COURT STREET 10TH FLOOR | BOSTON | MA | 02108 | PC | TO SUPPORT THE WORK OF THE COMPACT TO ATTAIN HEALTH EQUITY FOR ALL IN MASSACHUSETTS BY DISMANTLING SYSTEMIC BARRIERS AND PROMOTING EQUITABLE STRUCTURES AND PRACTICES. | $350,000 |
| HEALTH CARE FOR ALL INC | ||||||
| ONE FEDERAL STREET FIFTH FLOOR | BOSTON | MA | 02110 | PC | ADDRESSING MEDICAL DEBT IN MASSACHUSETTS COMMUNITIES | $482,770 |
| HEALTH LAW ADVOCATES INC | ||||||
| ONE FEDERAL STREET FIFTH FLOOR | BOSTON | MA | 02110 | PC | ADDRESSING MEDICAL DEBT IN MASSACHUSETTS COMMUNITIES | $187,587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,498,330 | 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 | $5,374,726 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $811,355 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| TAX REFUND | $864 | ||
| PRI COMMITMENT FEE REVENUE | 14 | $20,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,206,081 | ExclusionAmt |
| Related Or Exempt Function Incm | $864 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,206,945 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1B | LineNumberTxt |
| Relationship Statement | MISCELLANEOUS REVENUE | RelationshipStatementTxt |
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 | ACCOUNTING | CategoryTxt |
| Amt | $38,778 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $38,356 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $134,274,503 | BookValueAmt |
| EOYFMV | $134,274,503 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $40,941 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $45,689 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENTS | Desc |
| EOY Book Value | $2,000,667 | EOYBookValueAmt |
| EOYFMV | $2,000,667 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DUES & SUBSCRIPTIONS | $8,179 | $0 | $0 | $8,179 |
| COMPUTER EQUIPMENT | $2,831 | $0 | $0 | $2,831 |
| IT FEES & SUBSCRIPTIONS | $12,332 | $0 | $0 | $19,597 |
| FOOD & BEVERAGE | $1,945 | $0 | $0 | $1,650 |
| BANK FEES | $5 | $0 | $0 | $5 |
| GIFTS AND AWARDS | $10,793 | $0 | $0 | $7,193 |
| INSURANCE | $8,508 | $0 | $0 | $9,317 |
| EVENT EXPENSE | $11,415 | $0 | $0 | $11,415 |
| SUPPLIES | $352 | $0 | $0 | $352 |
| FILING FEES | $801 | $0 | $0 | $801 |
| PROFESSIONAL DEVELOPMENT | $1,529 | $0 | $0 | $729 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| TAX REFUND | $864 | $864 |
| PRI COMMITMENT FEE REVENUE | $20,000 | $20,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $1,366,117 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| IT MANAGEMENT | $5,829 | $0 | $0 | $6,054 |
| INVESTMENT ADVISORY FEES | $164,864 | $164,864 | $0 | $0 |
| PAYROLL PROCESSING FEES | $4,773 | $0 | $0 | $4,518 |
| HR CONSULTANT | $25,850 | $0 | $0 | $26,300 |
| PR/COMMUNICATIONS CONSULTING | $127,500 | $0 | $0 | $133,560 |
| PROGRAM CONSULTANT | $135,630 | $0 | $0 | $134,473 |
| OTHER PROFESSIONAL FEES | $84,921 | $0 | $0 | $97,734 |
| EVALUATION | $63,800 | $0 | $0 | $56,034 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $85,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |