DAYMARC FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DAYMARC FOUNDATION (EIN 04-3505417)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-16
- IRS object ID
- 202501369349100430
- Schema version
- 2023v6.0
- 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
- All Oth Prog Rltd Investments Sch
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-16T08:14:47-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boston Professional Tax Services | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 129 | AddressLine1Txt |
| City | Rochester | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02770 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043505417 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAYMARC FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANDREA M STEEN | InCareOfNm |
| Business Name Control | DAYM | BusinessNameControlTxt |
| Phone | 5083589933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 WOODRIDGE ROAD | AddressLine1Txt |
| City | WAYLAND | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01778 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA STEEN | PersonNm |
| Person Title | DIRECTOR/TRUSTEE | PersonTitleTxt |
| Phone | 5083589933 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Andrew D Correia | PreparerPersonNm |
| PTIN | P00641207 | PTIN |
| Phone | 7748495630 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,317,341 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $474,725 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $473,870 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$66,734 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,837,207 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,388 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,544 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $417,379 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $477,414 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $117,528 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $94,022 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $23,506 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,488 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,488 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,281 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,281 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $132,247 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $99,510 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,737 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,443,170 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,443,170 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,575,417 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $99,510 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,475,907 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,158,038 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $377,904 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $46 | CashBOYAmt |
| Cash EOY | $41 | CashEOYAmt |
| Cash EOYFMV | $41 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $550,501 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $448,533 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $448,533 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,713,114 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,777,130 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,433,912 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,107,622 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,228,011 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,008,796 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,438,189 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,008,895 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,386,207 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $967,518 | OtherAssetsBOYAmt |
| Other Assets EOY | $950,249 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,039,852 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $22,776,990 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,412,859 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,317,341 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $22,776,990 | CapitalStockBOYAmt |
| Capital Stock EOY | $21,412,859 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,776,990 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,412,859 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,776,990 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,412,859 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,776,990 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,158,038 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $21,618,953 | SubtotalAmt |
| Other Decreases | $206,094 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,412,859 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| ST TERM GAIN ON ASSETS HELD AT FIDELITY | $450,632 | $478,602 | -$27,970 | -$27,970 |
| LT TERM GAIN ON ASSETS HELD AT FIDELITY | $4,403,937 | $4,385,943 | $17,994 | $17,994 |
| ST TERM GAIN ON ASSETS HELD AT GOLDMAN SACHS | $264,186 | $311,046 | -$46,860 | -$46,860 |
| LT TERM GAIN ON ASSETS HELD AT GOLDMAN SACHS | $2,676,401 | $2,728,350 | -$51,949 | -$51,949 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$66,734 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,253 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,253 | SubtotalAmt |
| Tax Based On Investment Income | $5,253 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,036 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $13,036 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,783 | OverpaymentAmt |
| Applied To ES Tax | $7,783 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREA M STEEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5083589933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 WOODRIDGE ROAD | AddressLine1Txt |
| City | WAYLAND | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01778 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2016 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREA M STEEN | ||||||||
| 65 WOODRIDGE RD | WAYLAND | MA | 01778 | DIRECTOR/TRUSTEE | 0 | $0 | $0 | $0 |
| PAUL N CEDRONE | ||||||||
| 131 ALPINE TERRACE | ARLINGTON | MA | 02475 | TRUSTEE | 0 | $0 | $0 | $0 |
| JEFFREY J SKERRY ESQ | ||||||||
| PO BOX 96 1920 | BOSTON | MA | 02196 | TRUSTEE | 0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FL PUTNAM MANAGEMENT CO | |||||
| 250 1ST AVE SUITE 301 | NEEDHAM | MA | 02494 | 0 | $66,129 |
| GOLDMAN SACHS & CO | |||||
| 122 HIGH STREET 20TH FLOOR | BOSTON | MA | 02110 | 0 | $51,399 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,221,268 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $308,662 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,529,930 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,529,930 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $337,949 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,191,981 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,109,599 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,109,599 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,253 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,253 | TotalTaxAmt |
| Distributable Before Adj | $1,104,346 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,104,346 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,104,346 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,475,907 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,475,907 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,104,346 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,058,151 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,475,907 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,058,151 | AppliedToYear1Amt |
| Applied To Current Year | $417,756 | 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 |
| Undistributed Income CY | $686,590 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANDREA M STEEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 WOODRIDGE RD | AddressLine1Txt |
| City | WAYLAND | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01778 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5083589933 | RecipientPhoneNum |
| Recipient Email Address | daymarc1@verizon.net | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER OF INQUIRY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ROLLING SUBMISSIONS | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NORTHEASTERN UNIVERSITY | ||||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PC | GENERAL SUPPORT- FERRETTI FUND | $50,000 | |
| 3 POINT FOUNDATION | ||||||||
| 1270 SOLDIERS FIELD RD | BOSTON | MA | 02135 | NONE | PC | GENERAL SUPPPORT | $30,000 | |
| SIBLING CONNECTION | ||||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| SANTA FOR A DAY | ||||||||
| 2107 COLFAX ST | EVANSTON | IL | 60201 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| NEW ENGLAND BALLET | ||||||||
| 526 BOSTON POST RD | WAYLAND | MA | 01778 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| ANIMAL WELFARE SOCIETY OS KENNEBUNK ME | ||||||||
| 46 HOLLAND RD | KENNEBUNK | ME | 04043 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| BLUE HILL BOYS & GIRLS CLUB | ||||||||
| 15 TALBOT AVE | DORCHESTER | MA | 02124 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| COMMONWEALTH SHAKESPEARE COMPANY | ||||||||
| 101 ARCH STREET | BOSTON | MA | 02110 | NONE | PC | GENERAL SUPPORT | $20,000 | 8TH FLOOR |
| COURAGEOUS SAILING | ||||||||
| 197 8TH STREET | CHARLESTOWN | MA | 02129 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| CENTER FOR CAA RESEACH LAB - MGH | ||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| BUDDY DOG HUMANE SOCIETY | ||||||||
| 151 BOSTON POST RD | SUDBURY | MA | 01776 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| BOSTON HARBOR NOW | ||||||||
| 1 CONSTITUTION RD | BOSTON | MA | 02129 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| BOSTON YOUTH SYMPHONY ORCHESTRAS | ||||||||
| 855 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| TRINITY BOSTON CONNECTS | ||||||||
| 206 CLARENDON ST | BOSTON | MA | 02116 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| CITY KIDS INC | ||||||||
| 5669 N NORTHWEST HWY | CHICAGO | IL | 60646 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| CITY STRINGS UNITED | ||||||||
| PO BOX 192120 | ROXBURY | MA | 02119 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| BOYS AND GIRLS CLUB OF BOSTON | ||||||||
| 200 HIGH ST | BOSTON | MA | 02110 | NONE | PC | GENERAL SUPPORT | $30,000 | SUITE 3B |
| BETH ISRAEL DEACONESS MED CTR | ||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| EDESIA NUTRITION | ||||||||
| 550 ROMANO VINEYARD WAY | NORTH KINGSTON | RI | 02852 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| NEW ENGLAND BOTANICAL GARDEN TOWER HILL | ||||||||
| 11 FRENCH DR | BOYLSTON | MA | 01505 | NONE | PC | GENERAL SUPPORT | $325,100 | |
| STONEHILL COLLEGE | ||||||||
| 320 WASHINGTON ST | NORTH EASTON | MA | 02357 | NONE | PC | GENERAL SUPPORT | $7,266 | |
| VIRGINIA THURSTON HEALING GARDEN | ||||||||
| 145 BOLTON RD | HARVARD | MA | 01451 | NONE | PC | GENERAL SUPPORT | $160,000 | |
| NATIONAL BRAILLE PRESS | ||||||||
| 88 ST STEPHEN ST | BOSTON | MA | 02115 | NONE | PC | GENERAL SUPPORT | $55,000 | |
| FAMILY PROMISE METROWEST | ||||||||
| 6 MULLIGAN ST | NATICK | MA | 01760 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| IN HONEY'S MEMORY ADULT CAT SHELTER | ||||||||
| P O BOX 147 | HUNTINGTON | MA | 01050 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| FRIENDS OF BEAMAN PUBLIC LIBRARY | ||||||||
| 8 NEWTON STREET | WEST BOYLSTON | MA | 01583 | NONE | PC | GENERAL SUPPORT | $59,304 | |
| ROOM TO DREAM FOUNDATION | ||||||||
| 1172 BEACON ST | NEWTON HIGHLANDS | MA | 02461 | NONE | PC | GENERAL SUPPORT | $30,000 | 202 |
| SALESIAN BOYS & GIRLS CLUB OF AMERICA | ||||||||
| 200 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $45,000 | SUITE 370 |
| SALEM YMCA - NORTHSHORE YMCA | ||||||||
| 1 SEWALL ST | SALEM | MA | 01970 | NONE | PC | GENERAL SUPPORT | $26,500 | |
| WCUM PUBLIC RADIO STATION | ||||||||
| 910 MAIN STREET | WORCESTER | MA | 01610 | NONE | PC | GENERAL SUPPORT | $45,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,443,170 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $474,725 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$66,734 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,388 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $417,379 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $417,379 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOSTON PROFESSIONAL TAX SVCS | CategoryTxt |
| Amt | $5,950 | Amt |
| Disbursements Charitable Prps | $5,950 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| F L PUTNAM MANAGEMENT CO |
| INVESTMENT MANAGEMENT |
| GOLDMAN SACHS CO |
| INVESTMENT MANAGEMENT |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd |
|---|---|
| MUTUAL FUNDS/ETFS | AT COST |
| ALTERNATIVES | AT COST |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GRANTS PAID IN 2022, BUT CASHED 2023 | $206,094 |
| ADJ DUE TO ROUNDING | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| MA PC FILING FEE | $250 | $250 |
| PHONE/FAX EXPENSES | $3,031 | $3,031 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FIERA: NON US EQUITY LLC | $0 | $6,572 |
| VINTAGE IX OFFSHORE SCSP | $3,144 | -$2,751 |
| CARLYLE OPPORTUNITIES ACCESS OFFSHORE LP | $6,244 | -$277 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ DUE TO ROUNDING | Desc |
| Amt | $1 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVEST MGMT FEES - GS | $66,129 | $52,903 | $13,226 |
| INVEST MGMT FEES - FL PUTNAM | $51,399 | $41,119 | $10,280 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $5,488 | Amt |
| Net Investment Income | $5,488 | NetInvestmentIncomeAmt |