THE HYAMS FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE HYAMS FOUNDATION INC (EIN 04-6013680)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-31
- IRS object ID
- 202423059349100517
- 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
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-31T19:07:25-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | 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 | 046013680 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hyams Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HYAM | BusinessNameControlTxt |
| Phone | 6174265600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 South Street 404 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lisa Owens | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 6174265600 | PhoneNum |
| Signature | 2024-10-31 | 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 | Kurt Coburn | PreparerPersonNm |
| PTIN | P01638285 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Preparation | 2024-10-31 | PreparationDt |
| 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 | $137,975,556 | 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 | $800,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $102,886 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $102,886 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,116,223 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,116,223 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $91,408 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,938,933 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,724 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,268,662 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,235,642 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,379,179 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,532,475 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $419,980 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $62,997 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $356,983 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $955,967 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $38,239 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $917,728 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $352,334 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $18,063 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $329,033 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,782 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,576 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $67,811 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $40,478 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $25,901 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $759,721 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $647,632 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $80,000 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $127,227 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,089 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $112,624 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $24,938 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $998 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,940 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,022 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $41 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $655 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,016,215 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $842,817 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $128,410 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,732,997 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,656,354 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,981,850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,145,865 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,980,865 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,878,862 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,656,354 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,962,715 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,499,683 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,876,121 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $207,161 | CashBOYAmt |
| Cash EOY | $336,338 | CashEOYAmt |
| Cash EOYFMV | $336,338 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,272,302 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $609,383 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $609,383 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $230,146 | AcctRcvblAmt |
| Acct Rcvbl BOY | $57,340 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $230,146 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $230,146 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $150,000 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $400,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $400,000 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $20,933 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $15,819 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $15,819 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $41,703,477 | CorporateStockBOYAmt |
| Corporate Stock EOY | $49,851,924 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,851,924 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $80,870,751 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $80,911,693 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $80,911,693 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $253,888 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $253,888 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $5,518,946 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,620,253 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,620,253 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $130,800,910 | TotalAssetsBOYAmt |
| Total Assets EOY | $137,975,556 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $137,975,556 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $22,454 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $54,828 | AccountsPayableEOYAmt |
| Grants Payable BOY | $3,272,747 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,420,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $180,540 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $417,403 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,475,741 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,892,231 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $32,058,374 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $34,546,408 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $95,266,795 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $100,536,917 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $127,325,169 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $135,083,325 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $130,800,910 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $137,975,556 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $127,325,169 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,499,683 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,466,557 | OtherIncreasesAmt |
| Subtotal | $135,292,043 | SubtotalAmt |
| Other Decreases | $208,718 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $135,083,325 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly traded securities | $3,149,489 | $3,108,494 | $40,995 | $40,995 | |||
| Capital gain distributions | $170,569 | $170,569 | $170,569 | P | |||
| Distributions in excess of basis | $21,843 | $21,843 | $21,843 | P | |||
| From Sch K-1 (Form 1065) | $555,252 | $555,252 | $555,252 | P | |||
| Axiom International Equity Fund II | $7,417,938 | $10,580,565 | -$3,162,627 | -$3,162,627 | P | 2020-11-01 | 2023-08-09 |
| Endowment Venture Partners V, LP | $17,697 | $26,196 | -$8,499 | -$8,499 | P | 2011-01-10 | 2023-11-16 |
| Kabouter International Opportunities Fund II, LLC | $2,763,079 | $2,908,503 | -$145,424 | -$145,424 | P | 2013-06-01 | 2023-08-09 |
| The Sanderson International Value Fund | $3,829,382 | $1,223,767 | $2,605,615 | $2,605,615 | P | 2009-04-01 | 2023-09-20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,724 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,078 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,078 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,078 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $235,681 | 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 | $235,681 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $209,603 | OverpaymentAmt |
| Applied To ES Tax | $209,603 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.hyamsfoundation.org | WebsiteAddressTxt |
| Individual With Books | Mark Paley | IndividualWithBooksNm |
| Phone | 6174265600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 South Street Suite 404 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| Penn Loh | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | President/Chair/Trustee | 5.00 | $30,000 | $0 | $0 |
| Iris Gomez | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Clerk/Trustee | 2.00 | $16,000 | $0 | $0 |
| Julie Goodridge | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Treasurer/Trustee | 2.00 | $19,000 | $0 | $0 |
| Omar Simmons | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Asst. Treasurer/Trustee | 2.00 | $5,000 | $0 | $0 |
| Lily Mendez-Morgan | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Vice Chair/Trustee | 2.00 | $20,000 | $0 | $0 |
| Lucas H Guerra | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Vice Treasurer/Trustee | 2.00 | $16,000 | $0 | $0 |
| Rahsaan D Hall | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Trustee | 2.00 | $20,000 | $0 | $0 |
| Karen L Mapp | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Trustee | 2.00 | $20,000 | $0 | $0 |
| Martella Wilson-Taylor | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Trustee | 2.00 | $16,000 | $0 | $0 |
| Lisa Owens | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Executive Director | 40.00 | $257,980 | $36,090 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Mark Paley | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Dir of Admin/Finance | 40.00 | $219,738 | $51,477 | $0 |
| David Moy | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Deputy Director | 40.00 | $194,299 | $40,913 | $0 |
| Nahir Torres | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Sr. Program Officer | 40.00 | $137,791 | $24,071 | $0 |
| Maria Mulkeen | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Program Officer | 40.00 | $115,855 | $22,045 | $0 |
| Paola Miranda | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Program Officer | 40.00 | $92,875 | $27,381 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Cambridge Associates LLC | |||||
| 125 High Street | Boston | MA | 02110 | Investment consulting | $254,476 |
| Fluxx Labs Inc | |||||
| 2261 Market Street 4060 | San Francisco | CA | 94114 | Grant technology services | $63,607 |
| Varadero Capital LP | |||||
| 452 5th Avenue 30th Floor | New York | NY | 10018 | Investment management | $60,289 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $44,990,927 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,143,001 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $82,411,693 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $129,545,621 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $129,545,621 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,943,184 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $127,602,437 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,380,122 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,380,122 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,078 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,078 | TotalTaxAmt |
| Distributable Before Adj | $6,354,044 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $100,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,454,044 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,454,044 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,962,715 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,962,715 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,454,044 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $284,922 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,001,588 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $847,069 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,997,180 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,130,759 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,962,715 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $375,000 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,454,044 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,133,671 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,639,430 | 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 | $375,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,264,430 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $911,510 | ExcessFromYear4Amt |
| Excess From Year3 | $847,069 | ExcessFromYear3Amt |
| Excess From Year1 | $1,997,180 | ExcessFromYear1Amt |
| Excess From Current Year | $1,508,671 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Lisa Owens The Hyams Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 South Street Suite 404 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174265600 | RecipientPhoneNum |
| Recipient Email Address | Grants@hyamsfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | See https://hyamsfoundation.org/how-to-apply/ for information. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | There are no deadlines. | SubmissionDeadlinesTxt |
| Restrictions On Awards | See https://hyamsfoundation.org/funding-eligibility/ and https://hyamsfoundation.org/funding-criteria/ for information. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU Foundation of Massachusetts Inc | ||||||||
| 1 Center Plaza 850 | Boston | MA | 02108 | N/A | PC | Racial Justice Program | $50,000 | |
| Action for Equity Inc | ||||||||
| 420 Washington Street | Boston | MA | 02124 | N/A | PC | General support | $10,000 | |
| African Community Economic Development of New England | ||||||||
| 48 John Eliot Square | Boston | MA | 02119 | N/A | PC | General support | $40,000 | |
| Alternatives for Community and Environment Inc | ||||||||
| 2201 Washington Street Suite 302 | Roxbury | MA | 02119 | N/A | PC | NEU4J's Climate Justice Organizing Training School, participatory design, and general support | $375,000 | |
| Asian American Resource Workshop Inc | ||||||||
| 42 Charles St Suite A | Dorchester | MA | 02122 | N/A | PC | Dorchester Not For Sale, refugee assistance, 2023 ReFrame Academy, and general support | $179,500 | |
| Association of Black Foundation Executives Inc | ||||||||
| 55 Exchange Place Suite 401 | New York | NY | 10005 | N/A | PC | General support | $2,500 | |
| Association of Small Foundations (Exponent Philanthropy) | ||||||||
| 1720 North St NW | Washington | DC | 20036 | N/A | PC | General support | $815 | |
| Ayni Institute Inc | ||||||||
| 240 Harris Street | Revere | MA | 02151 | N/A | PC | Neighbors United for a Better East Boston | $62,000 | |
| BAGLY Inc (Boston Alliance of Gay and Lesbian Youth Inc) | ||||||||
| 28 Court Square | Boston | MA | 02108 | N/A | PC | Massachusetts Transgender Political Coalition | $46,275 | |
| Belmont Food Pantry | ||||||||
| 455 Concord Ave | Belmont | MA | 02478 | N/A | PC | Hyams Employee Donation Matching | $250 | |
| Bend the Arc A Jewish Partnership for Justice | ||||||||
| 330 7th Ave Ste 1902 | New York | NY | 10502 | N/A | PC | General support | $35,000 | |
| Black Economic Council of Massachusetts Inc | ||||||||
| 1 Beacon Street Suite 1500 | Boston | MA | 02108 | N/A | PC | Black Mass. Coalition and general support | $180,000 | |
| Black Farmer Fund Inc | ||||||||
| 228 Park Ave S 38732 | New York | NY | 10003 | N/A | PC | Field Building Funding Recommendations for Movement Partners for Endowment Alignment Project | $5,000 | |
| Boston Affordable Housing Coalition Inc | ||||||||
| 42 Seaverns Avenue | Jamaica Plain | MA | 02130 | N/A | PC | General support | $40,000 | |
| Boston Chinatown Neighborhood Center Inc | ||||||||
| 885 Washington St | Boston | MA | 02111 | N/A | PC | Hyams Employee Donation Matching | $500 | |
| Boston Impact Initiative Fund | ||||||||
| PO Box 300443 | Jamaica Plain | MA | 02130 | N/A | SO I | Growing the Solidarity Finance Movement to Strengthen the Solidarity Economy in Massachusetts | $75,000 | |
| Boston Neighborhood Community Land Trust Inc | ||||||||
| 550 Dudley Street | Roxbury | MA | 02119 | N/A | PC | General support | $45,000 | |
| Boston Tenant Coalition Inc | ||||||||
| 11 Beacon Street Suite 510 | Boston | MA | 02108 | N/A | PC | General support | $50,000 | |
| Brazilian Women's Group Inc | ||||||||
| 697 Cambridge St Suite 106 | Brighton | MA | 02135 | N/A | PC | The Power of Workers' Voices Project | $45,000 | |
| Brazilian Worker Center Inc | ||||||||
| 14 Harvard Ave 2nd Floor | Allston | MA | 02134 | N/A | PC | General support | $62,000 | |
| Brockton Interfaith Community | ||||||||
| 1350 Pleasant Street | Brockton | MA | 02301 | N/A | PC | General support, IT, training and development | $82,000 | |
| Brockton Workers Alliance | ||||||||
| 721 Belmont St | Brockton | MA | 02301 | N/A | PC | Supporting low wage workers to learn ESOL to become CNA's and PCA' providers | $10,000 | |
| CAIR-MA Inc | ||||||||
| 123 South Street Suite 3 | Boston | MA | 02111 | N/A | PC | General support | $90,000 | |
| Center for Economic Democracy | ||||||||
| 769 Centre Street Suite 143 | Boston | MA | 02130 | N/A | PC | Boston Ujima support, Center for Cooperative Development and Solidarity, employee match, and general support | $233,517 | |
| Center for Labor Education and Research Inc | ||||||||
| 375 Centre Street | Boston | MA | 02130 | N/A | PC | Participatory design and general support | $103,000 | |
| Centro Presente Inc | ||||||||
| 12 Bennington Street Suite 202 | East Boston | MA | 02128 | N/A | PC | General support | $50,000 | |
| Chinatown Community Land Trust Inc | ||||||||
| 28 Ash Street | Boston | MA | 02111 | N/A | PC | General support and employee match | $45,413 | |
| Chinese Progressive Association Inc | ||||||||
| 28 Ash Street | Boston | MA | 02111 | N/A | PC | Participatory design and general support | $113,000 | |
| Citizens for Juvenile Justice Inc | ||||||||
| 44 School Street Suite 415 | Boston | MA | 02108 | N/A | PC | General support | $55,000 | |
| Climate Justice Alliance | ||||||||
| 1960A University Ave | Berkeley | CA | 94712 | N/A | PC | Field Building Funding Recommendations for Movement Partners for Endowment Alignment Project | $5,000 | |
| Community Action Pioneer Valley Inc | ||||||||
| 393 Main Street | Greenfield | MA | 01301 | N/A | PC | Rough Sleepers Winterizing project and employee matching | $10,515 | |
| Community Labor United Inc | ||||||||
| 8 Beacon Street 5th Floor | Boston | MA | 02108 | N/A | PC | New England United for Justice, project design, and general support | $175,000 | |
| Confluence Philanthropy Inc | ||||||||
| 215 Lexington Avenue 10th Floor | New York | NY | 10016 | N/A | PC | General support | $5,500 | |
| Darrell Lee Jenkins Jr Resource Center Inc | ||||||||
| 390 Dickinson Street | Springfield | MA | 01108 | N/A | PC | General support | $10,000 | |
| Doctors Without Borders USA Inc | ||||||||
| 40 Rector Street 16th Floor | New York | NY | 10006 | N/A | PC | Hyams Foundation Employee Donation Matching | $176 | |
| Dudley Street Neighborhood Initiative Inc | ||||||||
| 550 Dudley Street | Roxbury | MA | 02119 | N/A | PC | Participatory design and general support | $70,000 | |
| Families for Justice as Healing Inc | ||||||||
| 100R Warren Street | Roxbury | MA | 02119 | N/A | PC | General support | $50,000 | |
| Fenway Community Development Corporation | ||||||||
| 70 Burbank Street | BOSTON | MA | 02115 | N/A | PC | Growing Resident Power for Systems Change Project | $35,000 | |
| Foundation Financial Officers Group Inc | ||||||||
| 19 Mantua Rd | Mt Royal | NJ | 08061 | N/A | PC | General support | $1,550 | |
| Friends of St Stephen's Youth Programs Inc | ||||||||
| 149 Shawmut Avenue | Boston | MA | 02118 | N/A | PC | SSYP Parent and Community Organizing Project | $40,000 | |
| GLBTQ Legal Advocates & Defenders Inc | ||||||||
| 18 Tremont Street Ste 950 | Boston | MA | 02108 | N/A | PC | Hyams Employee Donation Matching | $313 | |
| Grantmakers Concerned with Immigrants and Refugees | ||||||||
| PO Box 2178 | Petaluma | CA | 94953 | N/A | PC | General support | $3,750 | |
| Greater Boston Interfaith Organization Sponsoring Committee Inc | ||||||||
| 1803 Dorchester Avenue | Boston | MA | 02124 | N/A | PC | Housing Justice Project | $68,780 | |
| Greenroots Inc | ||||||||
| 90 Everett Ave 3rd Floor Suite 10 | Chelsea | MA | 02150 | N/A | PC | General support | $73,000 | |
| Hawaii Community Foundation | ||||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | N/A | PC | Hyams Employee Donation Matching | $1,000 | |
| Haymarket Peoples Fund Inc | ||||||||
| 42 Seaverns Avenue | Jamaica Plain | MA | 02130 | N/A | PC | Joint Grantee Partners' Convening | $15,000 | |
| Immigrant Family Services Institute Inc | ||||||||
| 1626 Blue Hill Ave | Mattapan | MA | 02126 | N/A | PC | Immigrants Make America Strong and general support | $90,000 | |
| Justice at Work | ||||||||
| 33 Harrison Avenue Suite 501 | Boston | MA | 02111 | N/A | PC | General support and employee match | $52,500 | |
| Justice Funders | ||||||||
| 1423 Broadway 1139 | Oakland | CA | 94612 | N/A | PC | General support | $5,000 | |
| La Colaborativa Inc | ||||||||
| 318 Broadway | Chelsea | MA | 02150 | N/A | PC | General support | $78,000 | |
| Lawyers for Civil Rights Inc | ||||||||
| 61 Batterymarch Street 5th Floor | Boston | MA | 02110 | N/A | PC | General support and employee match | $62,309 | |
| Level Ground Mixed Martial Arts Inc | ||||||||
| 527 Columbia Road | Boston | MA | 02125 | N/A | PC | Hyams Employee Matching Donation | $1,000 | |
| Massachusetts Advocates for Children Inc | ||||||||
| 25 Kingston Street 2nd Floor | Boston | MA | 02111 | N/A | PC | General support, executive coaching and DEI initiatives, cybersecurity enhancement and data migration | $79,900 | |
| Massachusetts Affordable Housing Alliance Inc | ||||||||
| 1803 Dorchester Avenue | Boston | MA | 02124 | N/A | PC | Homebuyer Union Project, movement infrastructure, and executive transitions | $65,000 | |
| Massachusetts Budget and Policy Center Inc | ||||||||
| 1 State Street Suite 1250 | Boston | MA | 02109 | N/A | PC | Technology infrastructure and general support | $71,000 | |
| Massachusetts Communities Action Network Inc | ||||||||
| 14 Cushing Avenue | Boston | MA | 02125 | N/A | PC | I Have a Future project, staff alignment retreat, and general support | $147,000 | |
| Massachusetts Immigrant and Refugee Advocacy Coalition Inc | ||||||||
| 69 Canal Street 3 | Boston | MA | 02114 | N/A | PC | General support | $80,000 | |
| Massachusetts Law Reform Institute Inc | ||||||||
| 40 Court Street 700 | Boston | MA | 02108 | N/A | PC | Housing Justice, Equity and Preservation, and Springfield Community Lawyering projects | $350,000 | |
| Massachusetts Senior Action Council Inc | ||||||||
| 108 Myrtle Street Suite 112 | Quincy | MA | 02171 | N/A | PC | General support | $73,000 | |
| Massachusetts Voter Education Network | ||||||||
| 41 West Street Suite 700 | Boston | MA | 02119 | N/A | PC | General support | $75,000 | |
| Mission Investor Exchange Inc | ||||||||
| 105 W 86th St 358 | New York | NY | 10024 | N/A | PC | General support | $3,000 | |
| Multicultural AIDS Coalition Inc | ||||||||
| 31 Heath Street | Jamaica Plain | MA | 02130 | N/A | PC | Encuentro Diaspora Afro/Let's Walk Together/Caminemos Juntos/Ann Mache Ansanm/Vamos Caminhar Juntos | $15,000 | |
| Muslim Justice League Inc | ||||||||
| 711 Atlantic Avenue | Boston | MA | 02111 | N/A | PC | General support | $50,000 | |
| National Network of Abortion Funds | ||||||||
| 9450 SW Gemini Drive Dr PMB 16009 | Beaverton | OR | 97008 | N/A | PC | Hyams Employee Donation Matching | $250 | |
| Neighbor to Neighbor Massachusetts Education Fund Inc | ||||||||
| PO Box 30839 | Worcester | MA | 01603 | N/A | PC | Organizing for a Just Transition to Clean Energy and Zero Waste, executive transition, and general support | $30,000 | |
| Neighborhood Funders Group | ||||||||
| 548 Market Street 95631 | Oakland | CA | 94612 | N/A | PC | NFG Interim Leadership Project and general support | $28,000 | |
| NEO Philanthropy Inc | ||||||||
| 1001 Avenue of the Americas 12th | New York | NY | 10018 | N/A | PC | FCCP Membership Dues 2023 | $6,000 | Floor |
| Palestine Children's Relief Fund | ||||||||
| 1340 Morris Rd | Kent | OH | 44240 | N/A | PC | Hyams Employee Donation Matching | $250 | |
| Partners In Health a Nonprofit Corporation | ||||||||
| 800 Boylston St Ste 300 | Frederick | MD | 21705 | N/A | PC | Hyams Employee Donation Matching | $158 | |
| Peace Development Fund Inc | ||||||||
| PO Box 1280 | Amherst | MA | 01004 | N/A | PC | Community Solstice Different Threads of the Same Fabric Project | $10,000 | |
| PEAK Grantmaking Inc | ||||||||
| 1701 Pennsylvania Avenue NW Suite | Washington | DC | 20006 | N/A | PC | General support | $2,000 | 200 |
| Penn Center Inc | ||||||||
| 16 Penn Center Cir W | Saint Helena Island | SC | 29920 | N/A | PC | Hyams Employee Donation Matching | $500 | |
| Philanthropy Massachusetts Inc | ||||||||
| 133 Federal Street Suite 802 | Boston | MA | 02110 | N/A | PC | General support | $16,100 | |
| Pioneer Valley Project Inc | ||||||||
| 45 Maple Street | Springfield | MA | 01105 | N/A | PC | Pioneer Valley Project and SOF grant | $60,500 | |
| Pioneer Valley Workers Center Inc | ||||||||
| 20 Hampton St Suite 200 | Northampton | MA | 01060 | N/A | PC | PVWC Farmworker Association Initiative and Returning to our Organizing Roots project | $20,000 | |
| Proteus Fund Inc | ||||||||
| 15 Research Drive Suite B | Amherst | MA | 01002 | N/A | PC | 2023 ReFrame Academy participation | $43,500 | |
| Resist Inc | ||||||||
| 42 Seaverns Avenue | Jamaica Plain | MA | 02130 | N/A | PC | Matahari Women Workers' Center, BEJA, SIM, Reclaim Roxbury, MassCOSH, Learning Circle & New Fundraisers Cohort | $479,565 | |
| Right to the City Alliance Inc | ||||||||
| 388 Atlantic Avenue | Brooklyn | NY | 11217 | N/A | PC | SNOL, project alignment, 2023 ReFrame Academy participation | $130,000 | |
| Social and Environmental Entrepreneurs Inc | ||||||||
| 23564 Calabasas Road Suite 201 | Calabasas | CA | 91302 | N/A | PC | FY 2023 Funders4Justice Membership | $5,000 | |
| Solidaire Network Inc | ||||||||
| 1423 Broadway 314 3rd Floor | Oakland | CA | 94612 | N/A | PC | Foundation's FY23 membership with Solidaire Network | $50,000 | |
| The Center for Teen Empowerment Inc | ||||||||
| 130 Warren Street | Boston | MA | 02119 | N/A | PC | Program management and data collection database/system | $10,000 | |
| The City School Inc | ||||||||
| 614 Columbia Road | Boston | MA | 02125 | N/A | PC | General support, Youth Justice & Power Union, Ella Baker Young Adult Fellowship, leadership transition, and project design | $325,000 | |
| The Greater Boston Food Bank Inc | ||||||||
| 70 South Bay Avenue | Boston | MA | 02118 | N/A | PC | Hyams Employee Donation Matching | $259 | |
| The Schott Foundation for Public Education | ||||||||
| One Mifflin Place Suite 400 | Cambridge | MA | 02138 | N/A | PC | Massachusetts Education Justice Alliance Project | $50,000 | |
| Third Sector New England Inc | ||||||||
| 89 South St Suite 700 | Boston | MA | 02111 | N/A | PC | MA Hubs, Center to Support Immigrant Organizing, and Revere Youth in Action projects | $280,000 | |
| Tides Center | ||||||||
| PO Box 889385 | Los Angeles | CA | 90088 | N/A | PC | General support | $300 | |
| True Alliance Center Inc | ||||||||
| 1550 Blue Hill Ave | Mattapan | MA | 02126 | N/A | PC | Civic Engagement Campaign | $10,000 | |
| Urban Revival Inc (City LifeVida Urbana) | ||||||||
| PO Box 300107 | Jamaica Plain | MA | 02130 | N/A | PC | Homes for All Massachusetts, anniversary, employee match, 2023 ReFrame Academy participation, and general support | $444,508 | |
| US Solidarity Economy Network Inc | ||||||||
| 308 Mill Valley Road | Belchertown | MA | 01007 | N/A | PC | Massachusetts Solidarity Economy Network | $5,000 | |
| William J Brennan Jr Center for Justice Inc | ||||||||
| 120 Broadway Suite 1750 | New York | NY | 10271 | N/A | PC | Hyams Employee Donation Matching | $250 | |
| Women's Lunch Place Inc | ||||||||
| 67 Newbury Street | Boston | MA | 02116 | N/A | PC | Hyams Employee Donation Matching | $518 | |
| Worcester Interfaith | ||||||||
| 111 Park Ave | Worcester | MA | 01609 | N/A | PC | Worcester Youth Organizing Academy | $25,000 | |
| Yad Chessed Fund Inc | ||||||||
| 440 Totten Pond Rd Suite 401 | Waltham | MA | 02451 | N/A | PC | Hyams Employee Donation Matching | $144 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,980,865 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU Foundation of Massachusetts Inc | |||||||
| 1 Center Plaza 850 | Boston | MA | 02108 | N/A | PC | ACLU Foundation of Massachusetts Racial Justice Program | $50,000 |
| Alternatives for Community and Environment Inc | |||||||
| 2201 Washington Street Suite 302 | Roxbury | MA | 02119 | N/A | PC | New England United for Change and general support | $120,000 |
| Boston Affordable Housing Coalition Inc | |||||||
| 42 Seaverns Avenue | Jamaica Plain | MA | 02130 | N/A | PC | Save Our Homes Campaign | $40,000 |
| Boston Impact Initiative Fund | |||||||
| PO Box 300443 | Jamaica Plain | MA | 02130 | N/A | SO I | Growing the Solidarity Finance Movement to Strengthen the Solidarity Economy in Massachusetts | $75,000 |
| Center for Economic Democracy | |||||||
| 769 Centre Street Suite 143 | Boston | MA | 02130 | N/A | PC | Boston Ujima Project: Solidarity Economy Infrastructure and Movement Deepening | $70,000 |
| Citizens for Juvenile Justice Inc | |||||||
| 44 School Street Suite 415 | Boston | MA | 02108 | N/A | PC | Citizens for Juvenile Justice General Support | $55,000 |
| Community Labor United Incorporated | |||||||
| 8 Beacon Street 5th Floor | Boston | MA | 02108 | N/A | PC | General support | $80,000 |
| Families for Justice As Healing Inc | |||||||
| 100R Warren Street | Roxbury | MA | 02119 | N/A | PC | General support | $50,000 |
| Friends of St Stephen's Youth Programs Inc | |||||||
| 419 Shawmut Avenue | Boston | MA | 02118 | N/A | PC | SSYP Parent and Community Organizing | $40,000 |
| Massachusetts Advocates for Children Inc | |||||||
| 25 Kingston Street 2nd Floor | Boston | MA | 02111 | N/A | PC | Building a Movement for Education Equity in MA | $45,000 |
| Massachusetts Budget and Policy Center Inc | |||||||
| 1 State Street Suite 1250 | Boston | MA | 02109 | N/A | PC | Envisioning Equity in the Commonwealth | $65,000 |
| Massachusetts Communities Action Network Inc | |||||||
| 14 Cushing Avenue | Dorchester | MA | 02125 | N/A | PC | MCAN General support | $75,000 |
| Muslim Justice League Inc | |||||||
| 711 Atlantic Avenue | Boston | MA | 02111 | N/A | PC | General support | $50,000 |
| Resist Inc | |||||||
| 42 Seaverns Avenue | Jamaica Plain | MA | 02130 | N/A | PC | General support for BEJA Community Organizing Campaigns | $50,000 |
| Third Sector New England Inc | |||||||
| 89 South St Suite 700 | Boston | MA | 02111 | N/A | PC | Operating support for CSIO, RYiA, and Democracy HUBS | $280,000 |
| Urban Revival Inc (City LifeVida Urbana) | |||||||
| PO Box 300107 | Jamaica Plain | MA | 02130 | N/A | PC | General support | $90,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,235,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Interest from PRI/MRIs | Desc |
| Related Or Exempt Function Incm | $44,540 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,886 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,116,223 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $317,784 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $13,684 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $77,724 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| Partnership income | 525990 | $17,523 | 14 | $1,874,272 |
| Insurance rebate | 01 | $14,543 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $31,207 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,503,432 | ExclusionAmt |
| Related Or Exempt Function Incm | $44,540 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,579,179 | 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 | 1a | LineNumberTxt |
| Relationship Statement | Interest earned from loans to low-income housing development projects and other program related investments which further the Foundation's mission of increasing economic, racial and social justice and power within low-income communities in Boston and Chelsea, Massachusetts. | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Barr Foundation | ||||||
| 1 | Two Atlantic Avenue | Boston | MA | 02110 | $775,000 | Yes (X) |
| Episcopal City Mission | ||||||
| 2 | 89 South Street Suite 202 | Boston | MA | 02111 | $25,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Tax compliance | $14,000 | $5,500 | $7,000 |
| Accounting services | $20,004 | $13,003 | $7,069 |
| Audit services | $33,807 | $21,975 | $11,832 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Pursuant to Regulation 53.4942(a)-3(c)(2)(iv), the foundation hereby elects to treat, as a current distibution out of corpus, the following unused prior years distributions that were treated as corpus distributions under Regulation 53.4942(a)-3(d)(1)(iii) in such prior tax year:Tax Year Amount2018 $284,9222019 $90,078During 2023, The Hyams Foundation received $375,000 in cash contributions from Barr Foundation, a private foundation.Pursuant to Regulation 53.4942(a)-3(c)(2)(iv), The Hyams Foundation elects to treat, as a current distribution out of corpus, $284,922 of excess 2018 qualifying distributions and $90,078 of excess 2019 qualifying distributions that were treated as distributions out of corpus in such prior tax year to satisfy the requirements imposed by Section 4942(g)(3). | ElectionDesc |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|
| Home Funders Collaborative LLC | |||||||||
| 75 Arlington St | Boston | MA | 02116 | 2003-06-26 | $3,007,500 | The purpose of this program related investment is to make predevelopment and permanent financing loans to qualifying low-income housing developments.Detail of the dates and PRI amounts in the totals above:Date Amount06/26/2003 $ 7,50010/31/2004 $ 135,00012/31/2004 $ 525,00010/31/2005 $ 162,50003/31/2006 $ 450,00005/31/2006 $ 120,00002/28/2007 $ 225,00003/31/2007 $ 202,50006/30/2007 $ 240,00010/29/2008 $ 540,00001/08/2009 $ 400,000 | To the knowledge of the Foundaton, there have been no diversions. | Latest reports received: 05/14/20, 04/29/21, 06/30/22, 03/01/23, 07/24/24 | Home Funders has submitted complete reports since December of 2003 of the type ordinarily required by commercial investors under similar circumstances, including annual audited financial statements. This investment remained on the Foundations books as of 12/31/23. |
| EBNT Holdings LLC (East Boston Neighborhood Trust) | |||||||||
| 72 Marginal Street 6th Floor | Boston | MA | 02128 | 2022-09-23 | $1,000,000 | PRI loan for a period of fifteen years. EBNT agreed to use the loan funds to acquire and provide permanently affordable rental housing stock throughout East Boston. | To the knowledge of the Foundaton, there have been no diversions. | Latest reports received: 05/25/23, 04/10/24 | This investment remained on the Foundations books as of 12/31/23. |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | From Sch K-1 (Form 1065) | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $13,684 | GrossSalesPriceAmt |
| Basis Method | Cost | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $13,684 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990-PF, Part XII, Line 3e | FormAndLineReferenceDesc |
| Medium Explanation | On its 2022 Form 990-PF, the Foundation reported $525,000 in recoveries of amounts treated as qualifying distributions. These amounts were contribution revenues from other charities to fund program initiatives of the Foundation. The 2022 revenues were not recoveries of amounts previously reported as qualifying distributions, so the 2022 excess distributions carried over into 2023, reported on the 2023 990-PF, Part XII Line 3e, have been increased by $525,000. Additionally, cash amounts received from private foundations during 2022 were passed through by way of the out of corpus election to satisfy the requirements imposed by Section 4942(g)(3). | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 263 Adobe Inc | $156,906 | $156,906 |
| 484 Agilent Technologies Inc | $67,291 | $67,291 |
| 2,070 Alphabet Inc Class C | $291,725 | $291,725 |
| 605 American Water Works Company Inc | $79,854 | $79,854 |
| 230 Ameriprise Financial, Inc. | $87,361 | $87,361 |
| 325 Analog Devices, Inc. | $64,532 | $64,532 |
| 273 Aon PLC | $79,448 | $79,448 |
| 2,200 Apple Inc | $423,566 | $423,566 |
| 397 Applied Materials, Inc. | $64,342 | $64,342 |
| 56,092 Ariel Fund Institutional | $3,833,305 | $3,833,305 |
| 1,892 Ball Corp | $108,828 | $108,828 |
| 33 Booking Holdings Inc | $117,058 | $117,058 |
| 182 Broadcom Inc | $203,158 | $203,158 |
| 96,712 Brown Advisory Sustainable Growth Fund Institutional | $4,651,840 | $4,651,840 |
| 112,900 Brown Capital Management Intl Small Company Fund Inst | $2,596,698 | $2,596,698 |
| 1,159 Carrier Global Corp | $66,585 | $66,585 |
| 240,492 CCM Community Impact Bond Fund Institutional | $2,267,841 | $2,267,841 |
| 471 CME Group Inc | $99,193 | $99,193 |
| 690 Colgate-Palmolive Company | $55,000 | $55,000 |
| 698 Consolidated Edison, Inc. | $63,497 | $63,497 |
| 241 Costco Wholesale Corporation | $159,079 | $159,079 |
| 355 Cummins Inc | $85,047 | $85,047 |
| 244 Danaher Corp | $56,447 | $56,447 |
| 408 Darden Restaurants, Inc. | $67,034 | $67,034 |
| 439 Digital Realty Trust Inc | $59,081 | $59,081 |
| 279,391 DoubleLine Total Return Bond Fund Class I | $2,469,812 | $2,469,812 |
| 330 Ecolab Inc | $65,455 | $65,455 |
| 129 Edwards Lifesciences Corp | $98,972 | $98,972 |
| 142 Eli Lilly And Co | $82,775 | $82,775 |
| 1,083 Emerson Electric Co | $105,408 | $105,408 |
| 738 Eversource Energy | $45,549 | $45,549 |
| 2,069 Fifth Third Bancorp | $71,360 | $71,360 |
| 736 Hologic Inc | $52,587 | $52,587 |
| 310 Home Depot Inc | $107,431 | $107,431 |
| 270 Intuit Inc | $168,758 | $168,758 |
| 2,925 Kimco Realty Corp | $62,332 | $62,332 |
| 1,682 Merck & Co Inc | $183,372 | $183,372 |
| 891 Metlife Inc | $58,922 | $58,922 |
| 1,279 Microsoft Corp | $480,955 | $480,955 |
| 1,566 Mondelez International Inc | $113,425 | $113,425 |
| 903 Morgan Stanley | $84,205 | $84,205 |
| 299 Netflix Inc | $145,577 | $145,577 |
| 163 NVIDIA Corp | $80,721 | $80,721 |
| 468 Procter & Gamble Co | $68,581 | $68,581 |
| 770 Ralph Lauren Corp | $111,034 | $111,034 |
| 130 Regeneron Pharmaceuticals Inc | $114,178 | $114,178 |
| 1,640 TJX Companies Inc | $153,848 | $153,848 |
| 735 T-Mobile Us Inc | $117,843 | $117,843 |
| 216 Valmont Industries, Inc. | $50,438 | $50,438 |
| 1,639 Vanguard Balanced Index Fund Admiral Shares | $73,082 | $73,082 |
| 353,924 Vanguard Developed Markets Index Fund Institutional Shares | $5,461,048 | $5,461,048 |
| 117,636 Vanguard Inflation-Protected Securities Fund Admiral Shares | $2,709,158 | $2,709,158 |
| 1,000,538 Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | $8,684,670 | $8,684,670 |
| 648,977 Vanguard Intermediate-Term Treasury Fund Admiral Shares | $6,483,283 | $6,483,283 |
| 23,522 Vanguard Total World Stock Index Fund Institutional Shares | $4,939,458 | $4,939,458 |
| 288 Vertex Pharmaceuticals Incorporated | $117,184 | $117,184 |
| 838 Visa Inc | $218,173 | $218,173 |
| 753 Westinghouse Air Brake Technologies Corp | $95,556 | $95,556 |
| 2,360 Weyerhaeuser Co | $82,057 | $82,057 |
| 787 Xylem Inc | $90,001 | $90,001 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (55 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 57 Stars Global Opportunity Fund 3 Blocker (Cayman), L.P. | FMV | $728,410 | $728,410 |
| AACP Tax Exempt Investors II, L.P. | FMV | $104,295 | $104,295 |
| AACP Tax-Exempt Investors III, L.P. | FMV | $323,716 | $323,716 |
| AACP Tax-Exempt Investors V, L.P. | FMV | $1,018,778 | $1,018,778 |
| Arrowstreet Capital Global All Country Alpha Extension Fund (Cayman) Ltd. | FMV | $9,343,672 | $9,343,672 |
| Asia Alternatives Delaware III, LP | FMV | $4,875 | $4,875 |
| Asia Alternatives Delaware V, LP | FMV | $133,066 | $133,066 |
| Auldbrass Partners Secondary Opportunity Fund II, L.P. | FMV | $687,482 | $687,482 |
| Auldbrass Partners Secondary Opportunity Fund III, L.P. | FMV | $783,932 | $783,932 |
| Avanath Affordable Housing IV, LLC | FMV | $1,292,251 | $1,292,251 |
| Banneker Partners Fund II, L.P. | FMV | $685,070 | $685,070 |
| Base10 Advancement Initiative I, L.P. | FMV | $1,175,385 | $1,175,385 |
| Base10 Partners III, L.P. | FMV | $273,335 | $273,335 |
| Brightwood Capital Fund IV-U, LP | FMV | $1,912,656 | $1,912,656 |
| CA Resources Fund (U.S. Tax-Exempt), L.P. - Series Bain X | FMV | $124,773 | $124,773 |
| Commonfund Capital International Partners VI LP | FMV | $74,776 | $74,776 |
| Commonfund Capital Natural Resources Partners IX, L.P. | FMV | $727,510 | $727,510 |
| Commonfund Capital Natural Resources Partners VII LP | FMV | $56,041 | $56,041 |
| Commonfund Capital Venture Partners VI LP | FMV | $281 | $281 |
| Commonfund Capital Venture Partners VII LP | FMV | $96,236 | $96,236 |
| Commonfund Capital Venture Partners VIII LP | FMV | $277,274 | $277,274 |
| Dover Street IX Cayman Fund L.P. | FMV | $605,954 | $605,954 |
| Dover Street VIII Cayman Fund L.P. | FMV | $36,674 | $36,674 |
| Genesis Emerging Markets, L.P. | FMV | $6,270,066 | $6,270,066 |
| Genesis Emerging Markets, L.P. - Side Pocket (Russia) | FMV | $1 | $1 |
| Genesis Emerging Markets, L.P. - Side Pocket 2 (Nigeria) | FMV | $61,504 | $61,504 |
| Grain Communications Opportunity Fund II, L.P. | FMV | $2,761,375 | $2,761,375 |
| Heard High Conviction Long Only Fund LLC | FMV | $2,238,969 | $2,238,969 |
| Impact America Fund III, L.P. | FMV | $39,490 | $39,490 |
| Impactive Capital Fund Ltd. | FMV | $2,030,623 | $2,030,623 |
| LCP VII (Offshore), L.P. | FMV | $156,198 | $156,198 |
| Legacy Venture V (QP), LLC | FMV | $814,606 | $814,606 |
| Legacy Venture VI (QP), LLC | FMV | $1,535,353 | $1,535,353 |
| Material Impact Fund III, L.P. | FMV | $96,151 | $96,151 |
| Metis Equity Trust- Metis US Equity Index Portfolio | FMV | $15,507,550 | $15,507,550 |
| Metropolitan Real Estate Partners Global II, L.P. | FMV | $40,133 | $40,133 |
| Metropolitan Real Estate Partners Global IV, L.P. | FMV | $116,174 | $116,174 |
| Metropolitan Real Estate Partners International II, L.P. | FMV | $14,938 | $14,938 |
| Park Street Capital Natural Resource Fund II, L.P. | FMV | $55,675 | $55,675 |
| Park Street Capital Natural Resource Fund III, L.P. | FMV | $65,015 | $65,015 |
| Park Street Capital Natural Resource Fund IV, L.P. | FMV | $28,601 | $28,601 |
| Park Street Capital Natural Resource Fund V, L.P. | FMV | $453,589 | $453,589 |
| Park Street Capital Private Equity Fund IX, L.P. | FMV | $270,279 | $270,279 |
| Park Street Capital Private Equity Fund VII, L.P. | FMV | $15,898 | $15,898 |
| Park Street Capital Private Equity Fund VIII, L.P. | FMV | $130,870 | $130,870 |
| Park Street Capital Private Equity Fund X, L.P. | FMV | $900,999 | $900,999 |
| Preserver, L.P. | FMV | $5,319,470 | $5,319,470 |
| Siguler Guff Distressed Opportunities Fund III, L.P. | FMV | $105,776 | $105,776 |
| Siguler Guff Distressed Opportunities Fund IV, L.P. | FMV | $178,765 | $178,765 |
| SJF Ventures IV, L.P. | FMV | $1,045,484 | $1,045,484 |
| The Overlook Partners Fund, L.P. | FMV | $5,827,380 | $5,827,380 |
| TrueBridge-Kauffman Fellows Endowment Fund III, L.P. | FMV | $1,626,943 | $1,626,943 |
| TrueBridge-Kauffman Fellows Endowment Fund IV, L.P. | FMV | $2,247,379 | $2,247,379 |
| Varadero International, Ltd | FMV | $3,710,999 | $3,710,999 |
| Wellington Trust Company, NA CTF Global Impact Portfolio | FMV | $6,778,998 | $6,778,998 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General governance and counsel | CategoryTxt |
| Legal Fees | $7,782 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,576 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MRI - Equitable Transit Oriented Development Accelerator Fund, LLC | $1,500,000 | $1,500,000 | $1,500,000 |
| Operating right-of-use asset | $139,588 | $244,141 | $244,141 |
| PRI - Boston Impact Initiative | $500,000 | $500,000 | $500,000 |
| PRI - EBNT Holdings LLC | $1,000,000 | $1,000,000 | $1,000,000 |
| PRI - Home Funders Collaborative, LLC | $2,279,358 | $2,266,812 | $2,266,812 |
| PRI - The Ujima Fund | $100,000 | $100,000 | $100,000 |
| Employee emergency loan | $9,300 | $9,300 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Change in deferred tax liability | $108,718 |
| Uncollectible pledge | $100,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Partnership expenses | $872,813 | $828,776 | $0 |
| Information technology | $9,062 | $362 | $8,387 |
| Office expense | $31,693 | $1,267 | $30,354 |
| Telephone | $7,020 | $281 | $6,739 |
| Insurance | $16,294 | $652 | $15,642 |
| Payroll fees | $3,887 | $199 | $3,681 |
| Financial management software | $11,839 | $11,280 | $0 |
| Grant management software | $63,607 | $0 | $63,607 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Dividends from private funds | $317,784 | $317,784 | $317,784 |
| Interest from PRI/MRIs | $44,540 | $44,540 | $44,540 |
| Partnership income | $1,891,795 | $1,872,572 | $1,891,795 |
| Insurance rebate | $14,543 | $746 | $14,543 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized appreciation in value of investments | Desc |
| Amt | $12,466,557 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Cumulative deferred excise tax | $40,540 | $168,685 |
| Operating lease liability | $140,000 | $248,718 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Philanthropic consulting | $80,000 | $0 | $80,000 |
| Investment and custodial fees | $679,721 | $647,632 | $0 |