WHITE FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WHITE FAMILY FOUNDATION (EIN 83-2860235)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202433209349105178
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T13:34:49-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SEAPORT BLVD STE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102150 | 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 | 832860235 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENHANCING TOMORROW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 6174956396 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 CHADWICK ROAD | AddressLine1Txt |
| City | WESTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02493 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT F WHITE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174956396 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW OSTRELICH | PreparerPersonNm |
| PTIN | P01375497 | PTIN |
| Phone | 6175305000 | PhoneNum |
| Preparation | 2024-11-15 | 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 | $7,588,830 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,472 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,472 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $157,958 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $157,958 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $706,212 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,196,149 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $706,212 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $870,642 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $870,642 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,910 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,410 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $89,369 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $89,369 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100,279 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $97,779 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $402,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $402,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $502,779 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $97,779 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $402,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $367,863 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $772,863 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $274,970 | CashBOYAmt |
| Cash EOY | $412,741 | CashEOYAmt |
| Cash EOYFMV | $412,741 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,449,264 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,408,910 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,356,389 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,379,144 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,806,976 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,937,643 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,036,847 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $922,244 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $882,057 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,140,225 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,550,871 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,588,830 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,140,225 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,550,871 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,140,225 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,550,871 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,140,225 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,550,871 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,140,225 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $367,863 | ExcessRevenueOverExpensesAmt |
| Other Increases | $42,783 | OtherIncreasesAmt |
| Subtotal | $6,550,871 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,550,871 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIRST REPUBLIC 1449 | 2023-12-31 | $707,381 | $707,381 | $707,381 | $707,381 |
| FIRST REPUBLIC 2339 | 2023-12-31 | $372,813 | $352,897 | $19,917 | $19,917 |
| FIRST REPUBLIC 2339 | 2023-12-31 | $320,312 | $314,262 | $6,050 | $6,050 |
| FIRST REPUBLIC 2354 | 2023-12-31 | $222,771 | $222,786 | -$1,466 | -$1,466 |
| FIRST REPUBLIC 2354 | 2023-12-31 | $572,741 | $597,370 | -$25,801 | -$25,801 |
| CAPITAL GAIN DISTRIBUTIONS | 2023-12-31 | $131 | $131 | $131 | $131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $706,212 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $18,451 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,743 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,743 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,743 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,264 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,264 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,521 | OverpaymentAmt |
| Applied To ES Tax | $12,521 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT WHITE | IndividualWithBooksNm |
| Phone | 6174956396 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 CHADWICK ROAD | AddressLine1Txt |
| City | WESTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02493 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT F WHITE | ||||||||
| 23 CHADWICK ROAD | WESTON | MA | 02493 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TONA B WHITE | ||||||||
| 23 CHADWICK ROAD | WESTON | MA | 02493 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BENJAMIN R WHITE | ||||||||
| 23 CHADWICK ROAD | WESTON | MA | 02493 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DANA P WHITE | ||||||||
| 23 CHADWICK ROAD | WESTON | MA | 02493 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOSHUA W WHITE | ||||||||
| 23 CHADWICK ROAD | WESTON | MA | 02493 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NICHOLAS D WHITE | ||||||||
| 23 CHADWICK ROAD | WESTON | MA | 02493 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GREGORY A WHITE | ||||||||
| 23 CHADWICK ROAD | WESTON | MA | 02493 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBYN A WHITE | ||||||||
| 23 CHADWICK ROAD | WESTON | MA | 02493 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $7,037,426 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $408,017 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,445,443 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,445,443 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $111,682 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,333,761 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $366,688 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $366,688 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,743 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,743 | TotalTaxAmt |
| Distributable Before Adj | $355,945 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $355,945 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $355,945 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $402,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $402,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $355,945 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $330,699 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $402,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $330,699 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,801 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $284,144 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACTION FOR THE CLIMATE EMERGENCY | ||||||||
| 4676 BROADWAY SUITE A | BOULDER | CO | 80304 | NONE | PC | CHARITABLE | $20,000 | |
| BAGLY | ||||||||
| PO BOX 960814 | BOSTON | MA | 021960814 | NONE | PC | CHARITABLE | $10,000 | |
| BLUE ENGINE INC | ||||||||
| 142 W 57TH STREET 11TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | CHARITABLE | $5,000 | |
| BPE | ||||||||
| 67 KEMBLE ST SUITE 2 5 | ROXBURY | MA | 02119 | NONE | PC | CHARITABLE | $10,000 | |
| CASA MYRNA | ||||||||
| 451 BLUE HILL AVENUE | BOSTON | MA | 02121 | NONE | PC | CHARITABLE | $10,000 | |
| CLEAN AIR TASK FORCE | ||||||||
| 114 STATE STREET 6TH FLOOR | BOSTON | MA | 02109 | NONE | PC | CHARITABLE | $20,000 | |
| CLIMATE SCIENCE LEGAL DEFENSE FUND | ||||||||
| 475 RIVERSIDE DRIVE SUITE 244 | NEW YORK | NY | 10115 | NONE | PC | CHARITABLE | $20,000 | |
| CODE NATION | ||||||||
| 85 BROAD ST | NEW YORK | NY | 10004 | NONE | PC | CHARITABLE | $10,000 | |
| COLLABORATIVE FOR ACADEMIC SOCIALAND EMOTIONAL LEARNING | ||||||||
| 815 W VAN BUREN ST 210 | CHICAGO | IL | 60607 | NONE | PC | CHARITABLE | $5,000 | |
| COMMUNITY SERVINGS | ||||||||
| 179 AMORY ST | JAMAICA PLAIN | MA | 02130 | NONE | PC | CHARITABLE | $5,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | NONE | PC | CHARITABLE | $10,000 | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||
| 200 SEAPORT BOULEVARD | BOSTON | MA | 02210 | NONE | PC | CHARITABLE | $20,000 | |
| GLBTQ LEGAL ADVOCATES & DEFENDERS | ||||||||
| 18 TREMONT ST STE 950 | BOSTON | MA | 02108 | NONE | PC | CHARITABLE | $10,000 | |
| INFORMATION TECHNOLOGY AND INNOVATION FOUNDATION | ||||||||
| 700 K STREET NW SUITE 600 | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE | $5,000 | |
| JUMPSTART | ||||||||
| 308 CONGRESS STREET 6TH FLOOR | BOSTON | MA | 02210 | NONE | PC | CHARITABLE | $10,000 | |
| MANAGEMENT LEADERSHIP FOR TOMORROW | ||||||||
| 15 MAIDEN LANE SUITE 900 | NEW YORK | NY | 10038 | NONE | PC | CHARITABLE | $5,000 | |
| NEW ENGLAND INNOCENCE PROJECT | ||||||||
| 1035 CAMBRIDGE STREET SUITE 28A | CAMBRIDGE | MA | 02141 | NONE | PC | CHARITABLE | $10,000 | |
| NEW TEACHER CENTER | ||||||||
| 1205 PACIFIC AVE SUITE 301 | SANTA CRUZ | CA | 95060 | NONE | PC | CHARITABLE | $7,500 | |
| POLICYLINK | ||||||||
| 1438 WEBSTER STREET SUITE 303 | OAKLAND | CA | 946123228 | NONE | PC | CHARITABLE | $20,000 | |
| PRO PUBLICA | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH | NEW YORK | NY | 10013 | NONE | PC | CHARITABLE | $5,000 | FLOOR |
| PROJECT BREAD-THE WALK FOR HUNGER | ||||||||
| 145 BORDER STREET | EAST BOSTON | MA | 02128 | NONE | PC | CHARITABLE | $5,000 | |
| RAINFOREST FOUNDATION | ||||||||
| POBOX 26908 | BROOKLYN | NY | 11202 | NONE | PC | CHARITABLE | $5,000 | |
| ROOM TO GROW NATIONAL INC | ||||||||
| 424 E 147TH STREET FLOOR 5 | BRONX | NY | 10455 | NONE | PC | CHARITABLE | $10,000 | |
| THE EDUCATION TRUST | ||||||||
| 1501 K STREET SUITE 200 | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE | $10,000 | |
| TRINITY BOSTON CONNECTS | ||||||||
| 206 CLARENDON STREET | BOSTON | MA | 02116 | NONE | PC | CHARITABLE | $10,000 | |
| VOTE SOLAR | ||||||||
| 360 22ND ST SUITE 730 | OAKLAND | CA | 94612 | NONE | PC | CHARITABLE | $5,000 | |
| WILLIAM J BRENNAN JR CENTER FOR JUSTICE | ||||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | NONE | PC | CHARITABLE | $10,000 | |
| CENTER FOR CARBON REMOVAL | ||||||||
| 650 MASSACHUSETTS AVE NW SUITE 600 | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE | $10,000 | |
| COALITION FOR RAINFOREST NATIONS | ||||||||
| 52 VANDERBILT AVE 12TH FLOOR | NEW YORK | NY | 10117 | NONE | PC | CHARITABLE | $5,000 | |
| EFFECTIVE VENTURES FOUNDATION USA | ||||||||
| 2443 FILLMORE ST 380-16662 | SAN FRANCISCO | CA | 94115 | NONE | PC | CHARITABLE | $10,000 | |
| EVERGREEN COLLABORATIVE | ||||||||
| PO BOX 21961 | SEATTLE | WA | 98111 | NONE | PC | CHARITABLE | $10,000 | |
| GOOD ENERGY COLLECTIVE INC | ||||||||
| 2108 N ST STE 8006 | SACRAMENTO | CA | 95816 | NONE | PC | CHARITABLE | $10,000 | |
| NAACP EMPOWERMENT PROGRAM | ||||||||
| 4805 MT HOPE DRIVE | BALTIMORE | MD | 21215 | NONE | PC | CHARITABLE | $10,000 | |
| PRIME COALITION | ||||||||
| 625 MASSACHUSETTS AVE FL 2 | BOSTON | MA | 02139 | NONE | PC | CHARITABLE | $5,000 | |
| PROJECT DRAWDOWN | ||||||||
| 428 MINNESOTA STREET SUITE 500 | ST PAUL | MN | 55101 | NONE | PC | CHARITABLE | $10,000 | |
| TERRAPRAXIS INC | ||||||||
| 160 ALEWIFE BROOK PARKWAY 1261 | CAMBRIDGE | MA | 02138 | NONE | PC | CHARITABLE | $20,000 | |
| THE GOOD FOOD INSTITUTE | ||||||||
| PO BOX 96503 PMB 42019 | WASHINGTON | DC | 20090 | NONE | PC | CHARITABLE | $10,000 | |
| TIDES FOUNDATION | ||||||||
| 55 EXCHANGE PL 402 | NEW YORK | NY | 10004 | NONE | PC | CHARITABLE | $20,000 | |
| YOUNG WOMEN'S CHRISTIAN | ||||||||
| 50 BROADWAY 13TH FL | NEW YORK | NY | 10004 | NONE | PC | CHARITABLE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $402,500 | 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 | $6,472 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $157,957 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $706,212 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $870,641 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $870,641 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $922,244 | EOYBookValueAmt |
| EOYFMV | $882,057 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $3,806,976 | EOYBookValueAmt |
| EOYFMV | $4,937,643 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $918,561 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $886,956 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $490,349 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $469,433 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVISORY FEES - ACCT# 1449 | $5,119 | $5,119 | $0 | $0 |
| ADVISORY FEES - ACCT# 2339 | $57,620 | $57,620 | $0 | $0 |
| ADVISORY FEES - ACCT# 2354 | $26,600 | $26,600 | $0 | $0 |
| FEES - ACCT# 4303 | $30 | $30 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK-TAX DIFFERENCE | Desc |
| Amt | $42,783 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $8,410 | $8,410 | $0 | $0 |
| FEDERAL TAX | $2,500 | $0 | $0 | $0 |