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WILD GEESE FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WILD GEESE FOUNDATION INC (EIN 26-4607134)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-11-14
IRS object ID
202443199349102809
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T11:14:15-06:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043191789PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MP PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE MONARCH PLACEAddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01144ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN264607134EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILD GEESE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILDBusinessNameControlTxt
Phone6173206635PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line135 K STREETAddressLine1Txt
CityHULLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02045ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARA WHITMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6173206635PhoneNum
Signature2024-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA G BEHANPreparerPersonNm
PTINP00633676PTIN
Phone4137391800PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,561,063FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$140InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$140InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$184,161DividendsRevAndExpnssAmt
Dividends Net Invst Incm$184,161DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$363,833NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$363,833GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$363,833CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$11,389OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$559,523TotalRevAndExpnssAmt
Total Net Invst Incm$548,134TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,075LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,800AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$103,895OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$102,974OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,267TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,267TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$2,704DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$150TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,104OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$123,795TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$111,041TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$630,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$630,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$754,295TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$111,041TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$630,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$194,772ExcessRevenueOverExpensesAmt
Net Investment Income$437,093NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$20,002CashBOYAmt
Cash EOY$59,578CashEOYAmt
Cash EOYFMV$59,578CashEOYFMVAmt
Sav And Temp Cash Invst BOY$277,080SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$161,950SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$161,950SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$3,749,175USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,749,175USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,252,211USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,838,228CorporateStockBOYAmt
Corporate Stock EOY$2,882,683CorporateStockEOYAmt
Corporate Stock EOYFMV$7,313,094CorporateStockEOYFMVAmt
Corporate Bonds BOY$785,791CorporateBondsBOYAmt
Corporate Bonds EOY$595,727CorporateBondsEOYAmt
Corporate Bonds EOYFMV$567,839CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$7,206LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,815LandBldgEquipAccumDeprecAmt
Land BOY$0LandBOYAmt
Land EOY$1,391LandEOYAmt
Land EOYFMV$1,391LandEOYFMVAmt
Other Assets BOY$180,000OtherAssetsBOYAmt
Other Assets EOY$205,000OtherAssetsEOYAmt
Other Assets EOYFMV$205,000OtherAssetsEOYFMVAmt
Total Assets BOY$7,850,276TotalAssetsBOYAmt
Total Assets EOY$7,655,504TotalAssetsEOYAmt
Total Assets EOYFMV$11,561,063TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$8,873,766CapitalStockBOYAmt
Capital Stock EOY$8,873,766CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$1,023,490RetainedEarningBOYAmt
Retained Earning EOY-$1,218,262RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,850,276TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,655,504TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,850,276TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,655,504TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,850,276TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$194,772ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,655,504SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,655,504TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY - DETAIL AVAILABLE UPON REQUESTP$5,044$5,044$5,044
MORGAN STANLEY - DETAIL AVAILABLE UPON REQUESTP$358,789$358,789$358,789
FieldValueIRS element (for citing)
Capital Gain Net Income$363,833CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,076InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,076SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,076TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,440EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,440TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,636TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWILDGEESEFDN.ORGWebsiteAddressTxt
Individual With BooksNORTHSTAR ASSET MANAGEMENTIndividualWithBooksNm
Phone6175222635PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 301840AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021300016ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SARA G WHITMAN
35 K STREETHULLMA02045PRESIDENT/TREASURER10.00$0$0$0
BENJAMIN COWEN-WHITMAN
35 K STREETHULLMA02045DIRECTOR/SECRETARY5.00$0$0$0
ZACHARY COWEN-WHITMAN
35 K STREETHULLMA02045DIRECTOR1.00$0$0$0
JACOB COWEN-WHITMAN
35 K STREETHULLMA02045DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
NORTHSTAR ASSET MANAGEMENT
PO BOX 301840BOSTONMA02130INVESTMENT ADVISOR$83,934
MORGAN STANLEY
35 VILLAGE ROAD STE 601MIDDLETONMA01949CUSTODY OF FUNDS$19,040
MP PC
ONE MONARCH PLACE SUITE 900SPRINGFIELDMA01144ACCOUNTANTS$5,600
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,995,743AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$112,820AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,108,563TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,108,563AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$166,628CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,941,935NetVlNoncharitableAssetsAmt
Minimum Investment Return$547,097MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$547,097MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,076TaxBasedOnInvestmentIncomeAmt
Total Tax$6,076TotalTaxAmt
Distributable Before Adj$541,021DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$541,021DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$541,021DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$630,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$630,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$541,021DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$297,378ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$428,106ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$289,337ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$326,086ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$133,143ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,474,050TotalExcessDistributionCyovAmt
Qualifying Distributions$630,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$541,021AppliedToCurrentYearAmt
Remaining Distri From Corpus$89,479RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,563,529TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$297,378ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,266,151ExcessDistriCyovToNextYrAmt
Excess From Year4$428,106ExcessFromYear4Amt
Excess From Year3$289,337ExcessFromYear3Amt
Excess From Year2$326,086ExcessFromYear2Amt
Excess From Year1$133,143ExcessFromYear1Amt
Excess From Current Year$89,479ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBENJAMIN COWEN-WHITMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line135 K STREETAddressLine1Txt
CityHULLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02045ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6173206635RecipientPhoneNum
Recipient Email AddressWILDGEESEFDN.ORGRecipientEmailAddressTxt
Form And Info And MaterialsWRITTENFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A STEP AHEAD CHATTANOOGA
9527 W RIDGE TRAIL ROADSODDYDAISYTN37379GENERAL PURPOSE$20,000
AFRICAN CULTURAL SERVICES INC
46 ELSON ROADWALTHAMMA02451GENERAL PURPOSE$10,000
ALL-OPTIONS
1014 S WALNUT STREETBLOOMINGTONIN47401GENERAL PURPOSE$15,000
APIARY FOR PRACTICAL SUPPORT
99 WALL STREET 1279NEW YORKNY10005GENERAL PURPOSE$10,000
APPRENTICE LEARNING
743-745 CENTRE STJAMAICA PLAINMA02130GENERAL PURPOSE$5,000
ASIAN AMERICAN RESOURCE WORKSHOP
42 CHARLES STREETDORCHESTERMA02122GENERAL PURPOSEGENERAL PURPOSE$10,000
BACKYARD GROWERS
103R MAPLEWOOD AVEGLOUCESTERMA01930GENERAL PURPOSE$10,000
BELL GLOBAL JUSTICE INSTITUTE
51194 ROMEO PLANK ROAD 448MACOMBMI48042GENERAL PURPOSE$1,000
BERKSHIRE GROWN
PO BOX 983GREAT BARRINGTONMA01230GENERAL PURPOSE$15,000
BOSTON AREA GLEANERS
91 MARTIN STREETACTONMA01720GENERAL PURPOSE$10,000
BOSTON CASA
85 MERRIMACK ST SUITE 401BOSTONMA02114GENERAL PURPOSE$5,000
BRAVE SPACE ALLIANCE
6171 NORTH SHERIDAN ROADCHICAGOIL60660GENERAL PURPOSE$5,000
BRIDGERCARE
1288 N 14TH AVENUE 201BOZEMANMT59715GENERAL PURPOSE$10,000
BUILDING AUDACITY
75 ALLEN AVENUELYNNMA01902GENERAL PURPOSE$20,000
CAPE SPLIT CHAPEL
62 CAPE CIRCLE ROADADDISONME04606GENERAL PURPOSE$2,500
CAROLINA YOUTH ACTION
PO BOX 20961CHARLESTONSC29413GENERAL PURPOSE$1,500
CITY BLOSSOMS
516 KENNEDY ST NWWASHINGTONDC20011GENERAL PURPOSE$5,000
CITY SCHOOL
860 N 24TH STREETPHILADELPHIAPA19130GENERAL PURPOSE$30,000
CLEVER COMMUNITIES IN ACTION
3558 TERRY COURTNORFOLKVA23502GENERAL PURPOSE$5,000
COASTAL FOODSHED INC
127 W RODNEY FRENCH BLVDNEW BEDFORDMA02744GENERAL PURPOSE$5,000
COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE
ONE SUGARLOAF STREETS DEERFIELDMA01373GENERAL PURPOSE$10,000
ELEVATED ACCESS
PO BOX 6806CHAMPAIGNIL61826GENERAL PURPOSE$5,000
ESPERANZA ACADEMY
198 GARDEN STREETLAWRENCEMA01840GENERAL PURPOSE$10,000
FAMILY PLANNING SERVICES OF LORAIN COUNTY
602 LEONA STELYRIAOH44035GENERAL PURPOSE$10,000
FILLING IN THE BLANKS
346 MAIN AVENUE SUITE 3ANORWALKCT06851GENERAL PURPOSE$5,000
FLINT FREEDOM SCHOOLS COLLABORATIVE
1011 NORTHCREST ROADLANSINGMI48906GENERAL PURPOSE$5,000
FOOD PROJECT THE
556 DUDLEY STREETDORCHESTERMA02125GENERAL PURPOSE$10,000
FRIENDS OF HOLLY HILL FARM
236 JERUSALEM ROADCOHASSETMA02025GENERAL PURPOSE$5,000
HALEY HOUSE SOUP KITCHEN
23 DARTMOUTH STREETBOSTONMA02116GENERAL PURPOSE$10,000
HEALTHY WALTHAM
510 MOODY STWENHAMMA02453GENERAL PURPOSE$10,000
JOAN G LOVERING HEALTH
559 PORTSMOUTH AVEGREENLANDNH03840GENERAL PURPOSE$30,000
LAND FOR GOOD
PO BOX 625KEENENH03431GENERAL PURPOSE$10,000
LAWYERS COMMITTEE FOR CIVIL RIGHTS
61 BATTERY MARCH STBOSTONMA02110GENERAL PURPOSE$20,000
MLK FREEDOM CENTER
12500 CAMPUS DRIVEOAKLANDCA94619GENERAL PURPOSE$5,000
MOVEMENT ADVANCEMENT
3020 CARBON PLACEBOULDERCO80301GENERAL PURPOSE$40,000
NATIVE AMERICAN COMMUNITY ACTION
2717 N STEVES BLVD STE 11FLAGSTAFFAZ86004GENERAL PURPOSE$15,000
NEWTOWN FLORIST CLUB
1064 DESOTA STREETGAINESVILLEGA30501GENERAL PURPOSE$10,000
ORDINARIE HEROES
828 S ALDEN STREETPHILADELPHIAPA19143GENERAL PURPOSE$10,000
OSAMEQUIN FARM
80 WALNUT STSEEKONKMA02771GENERAL PURPOSE$10,000
PETERSHAM FRIDAY MARKET
PO BOX 854PETERSHAMMA01366GENERAL PURPOSE$2,500
PROJECT LIBERTAD
1220 BLACK POWDER DRIVEPHOENIXVILLEPA19460GENERAL PURPOSE$10,000
PROVIDENCE STUDENT UNION
763R WESTMINSTER STPROVIDENCERI02903GENERAL PURPOSE$7,500
REPURPOSE SAVANNAH
2302 E GWINNETT STSAVANNAHGA31404GENERAL PURPOSE$10,000
REGIONAL ENVIRONMENTAL COUNCIL INC
PO BOX 255WORCESTERMA01613GENERAL PURPOSE$10,000
REPRODUCTIVE EQUITY NOW
15 COURT SQUARE SUITE 900BOSTONMA02110GENERAL PURPOSE$20,000
ROOT SOCIAL JUSTICE CENTER
28 WILLIAMS STBRATTLEBOROVT05301GENERAL PURPOSE$10,000
SAM & DEVORAH RETREAT FOR TRANS YOUTH INC
10 FAIRMOUNT AVENUECHATHAMNJ10007GENERAL PURPOSE$10,000
SAWHORSE REVOLUTION
801 2ND AVE SUITE 501SEATTLEWA98104GENERAL PURPOSE$10,000
SIECUS SEX ED FOR SOCIAL CHANGE
1012 14TH STREET NWWASHINGONDC20005GENERAL PURPOSE$5,000
SOCIAL & ENVIRONMENTAL
23532 CALABASAS ROAD STE ACALABASASCA91302GENERAL PURPOSE$10,500
SOUTHWEST WORKERS UNION
925 NEVADASAN ANTONIOTX78205GENERAL PURPOSE$5,000
THE FARM SCHOOL FOR CAMP OUT
488 MOORE HILL ROADATHOLMA01331GENERAL PURPOSE$5,000
THE PARTNERSHIP PROJECT CLIMATE ADVOCACY LAB
PO BOX 65826WASHINGONDC20035GENERAL PURPOSE$15,000
THIRD SECTOR NEW ENGLAND
89 SOUTH STREET SUITE 700BOSTONMA02111GENERAL PURPOSE$10,000
TRUSTEES OF TUFTS COLLEGE NEW ENTRY SUSTAINABLE FARMING
733 CABOT STREETBEVERLYMA01915GENERAL PURPOSE$10,000
UNITARIAN UNIVERSALIST MASS ACTION
40 MECHANIC STREETMARLBOROUGHMA01752GENERAL PURPOSE$5,000
URBAN FARMING INSTITUTE
487 NORFOLK STMATTAPANMA02126GENERAL PURPOSE$10,000
VITAL VILLAGE NETWORKS INC
801 ALBANY STREETBOSTONMA02119GENERAL PURPOSE$5,000
WELLSPRING COOPERATIVE CORP
143 MAIN STREETSPRINGFIELDMA01105GENERAL PURPOSE$10,000
WEST END COMMUNITY CENTER
109 BUCKLIN STPROVIDENCERI02907GENERAL PURPOSE$10,000
WOMEN'S EMERGENCY NETWORK
1234 S DIXIE HIGHWAY 312CORAL GABLESFL33146GENERAL PURPOSE$10,000
WOMEN'S REPRODUCTIVE RIGHTS ASSISTANCE PROJ
PO BOX 170280BOSTONMA02117GENERAL PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$630,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$140ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$184,161ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$11,389ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$363,833ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$559,523ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$559,523TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,600Amt
Net Investment Income$2,800NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
COMPUTER EQUIPMENT2014-04-08$3,110$3,110150DB5.000000000000$0$0
COMPUTER EQUIPMENT2024-02-15$4,096150DB5.000000000000$2,704$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$595,727EOYBookValueAmt
EOYFMV$567,839EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$2,882,683EOYBookValueAmt
EOYFMV$7,313,094EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$3,749,175USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$3,252,211USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
COMPUTER EQUIPMENT$3,110$3,110$0
COMPUTER EQUIPMENT$4,096$2,704$1,392

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEECategoryTxt
Legal Fees$1,075LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (5 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PRI - SUN SOLAR IMPACT$100,000$100,000$100,000
PRI - PV GROWS$50,000$50,000$50,000
PRI - COOPERATIVE FUND OF NE$25,000$25,000$25,000
PRI - GENESIS FUND$0$25,000$25,000
PRI - CERO'S GREEN JOB PLAN$5,000$5,000$5,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE$497$0$0
POSTAGE$144$0$0
PHONE/INTERNET$4,170$0$0
DUES AND SUBSCRIPTIONS$293$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINTERNAL REVENUE SERVICEDesc
Revenue And Expenses Per Books$11,389RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$11,389AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT CUSTODIAN FEES$19,040$19,040$0
CONSULTING FEES$921$0$0
NORTHSTAR ADVISOR FEES$83,934$83,934$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$5,267Amt
Net Investment Income$5,267NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt