THE OSTERMAN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE OSTERMAN FAMILY FOUNDATION (EIN 46-1534293)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349104709
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T12:42:27-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 461534293 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OSTERMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OSTE | BusinessNameControlTxt |
| Phone | 3392049210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MEMORIAL SQUARE | AddressLine1Txt |
| City | WHITINSVILLE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01588 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VINCENT OSTERMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3392049210 | PhoneNum |
| Signature | 2024-11-12 | 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 | JOHN KANE | PreparerPersonNm |
| PTIN | P03025431 | PTIN |
| Phone | 6172928400 | PhoneNum |
| Preparation | 2024-11-12 | 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 | $5,987,382 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,100 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $31,138 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31,138 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $147,583 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $147,583 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$23,359 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,739,127 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $157,462 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $178,721 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,570 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,570 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,319 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,249 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $70 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,389 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,569 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,820 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $320,389 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,569 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $302,820 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$162,927 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $161,152 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $327,407 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $333,974 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $333,974 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,053,360 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,653,408 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,653,408 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,380,767 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,987,382 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,987,382 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $300,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $300,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $273 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,613 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $300,273 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $305,613 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,080,494 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,681,769 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,080,494 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,681,769 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,380,767 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,987,382 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,080,494 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$162,927 | ExcessRevenueOverExpensesAmt |
| Other Increases | $764,202 | OtherIncreasesAmt |
| Subtotal | $5,681,769 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,681,769 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,739,059 | $2,761,774 | -$22,715 | -$22,715 | |
| CAPITAL GAINS DIVIDENDS | $68 | $68 | $68 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$22,647 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,240 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,240 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,240 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,762 | 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 | $4,762 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,522 | OverpaymentAmt |
| Applied To ES Tax | $2,522 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | WWW.OSTERMANFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | VINCENT OSTERMAN | IndividualWithBooksNm |
| Phone | 3392049210 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MEMORIAL SQUARE | AddressLine1Txt |
| City | WHITINSVILLE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01588 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VINCENT OSTERMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MEMORIAL SQUARE | AddressLine1Txt |
| City | WHITINSVILLE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01588 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $5,398,336 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $131,793 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,530,129 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,530,129 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,952 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,447,177 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $272,359 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $272,359 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,240 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,240 | TotalTaxAmt |
| Distributable Before Adj | $270,119 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $270,119 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $270,119 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $302,820 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $302,820 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $270,119 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $100,909 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $104,792 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $86,180 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $103,143 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,350 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $424,374 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $302,820 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $270,119 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,701 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $457,075 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $100,909 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $356,166 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $104,792 | ExcessFromYear4Amt |
| Excess From Year3 | $86,180 | ExcessFromYear3Amt |
| Excess From Year2 | $103,143 | ExcessFromYear2Amt |
| Excess From Year1 | $29,350 | ExcessFromYear1Amt |
| Excess From Current Year | $32,701 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| OPEN TABLE INC | ||||||
| P O BOX 42 | CONCORD | MA | 01742 | PC | MOBILE FOOD PROGRAM | $40,000 |
| JEANNE GEIGER CRISIS CENTER INC | ||||||
| TWO HARRIS STREET | NEWBURYPORT | MA | 01950 | PC | DOMESTIC VIOLENCE HIGH RISK TEAM TRAINING INITIATIVE PROGRAM EXPANSION | $27,000 |
| CENTRAL CITY BOXING & BARBELL INC | ||||||
| 22 TYLER STREET | SPRINGFIELD | MA | 01109 | PC | YOUTH DEVELOPMENT SPRINGFIELD COLLEGE PARTNERSHIP PROGRAM | $30,000 |
| WOUNDED WARRIOR PROJECT INC | ||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | PC | EMERGENCY FINANCIAL AID NORTHEAST REGION PROGRAM | $25,000 |
| OUR NEIGHBORS TABLE | ||||||
| 194 MAIN STREET | AMESBURY | MA | 01913 | PC | SEACOAST FOOD HUB - FREE GROCERY PROGRAM | $25,000 |
| THE CARE CENTER | ||||||
| 247 CABOT STREET | HOLYOKE | MA | 01040 | PC | BARD MICRO-COLLEGE HOLYOKE STUDENT OPPORTUNITIES PROGRAM | $25,000 |
| BOSTON CHILDRENS HOSPITAL | ||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | PC | IMPROVING GF FOOD ACCESS FOR THOSE WITH CELIAC DISEASE | $25,000 |
| DAILY TABLE | ||||||
| 420 WASHINGTON STREET | DORCHESTER | MA | 02124 | PC | NON-PROFIT GROCERY STORE PROGRAM | $20,000 |
| RAINBOW CHILD DEVELOPMENT CENTER | ||||||
| 10 EDWARD STREET | WORCESTER | MA | 01605 | PC | EXTENDED LEARNING AFTER-SCHOOL TUTORING INITIATIVE PROGRAM | $10,000 |
| COMMUNITIES FOR RESTORATIVE JUSTICE INC | ||||||
| 219 MALDEN STREET P O BOX 65 | CONCORD | MA | 01742 | PC | RJ FIRST APPROACH TO PROGRAM C4RJ IN HAMPSHIRE COUNTY PROGRAM | $10,000 |
| RICK'S PLACE INC | ||||||
| 85 POST OFFICE PARK SUITE 8521 | WILBRAHAM | MA | 01095 | PC | EXPANDED SCHOOL GRIEF GROUP PROGRAM | $15,000 |
| LORRAINE'S SOUP KITCHEN & PANTRY INC | ||||||
| 170 PENDEXTER AVENUE | CHICOPEE | MA | 01013 | PC | SOUP KITCHEN FOR GREATER CHICOPEE AREA PROGRAM | $15,000 |
| MASS COALITION FOR THE HOMELESS | ||||||
| 73 BUFFUM STREET | LYNN | MA | 01902 | PC | CASA PROJECT - BIRTH TO BIG KID INITIATIVE PROGRAM | $22,000 |
| RAW ART WORKS INC | ||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01605 | PC | MEALS FOR PARTICIPANTS IN PROGRAMS | $11,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,000 | 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 | $31,138 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $147,583 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$23,359 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $155,362 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $155,362 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $2,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS | StockNm |
| EOY Book Value | $5,653,408 | EOYBookValueAmt |
| EOYFMV | $5,653,408 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON DIVIDEND DISTRIBUTIONS | $2,928 |
| UNREALIZED GAIN / (LOSS) | $761,274 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | I&D TIMING DIFFERENCE | Desc |
| BOY Book Value | $273 | BOYBookValueAmt |
| EOY Book Value | $5,613 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $12,570 | Amt |
| Net Investment Income | $12,570 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,249 | $2,249 | $0 |
| MA FILING FEE | $70 | $0 | $70 |