STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

WILD GEESE FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WILD GEESE FOUNDATION INC (EIN 26-4607134)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-08
IRS object ID
202341289349103169
Schema version
2021v4.2
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)
Return2023-05-08T13:47:09-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

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 Begin2021-07-01TaxPeriodBeginDt

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
Phone6179092353PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUE HYDEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6179092353PhoneNum
Signature2023-05-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUEPersonFirstNm
Person LastHYDEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA G BEHANPreparerPersonNm
PTINP00633676PTIN
Phone4137391800PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,682,872FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$174,946DividendsRevAndExpnssAmt
Dividends Net Invst Incm$174,946DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,380,665NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,087,941GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,380,665CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,183OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,183OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,557,794TotalRevAndExpnssAmt
Total Net Invst Incm$1,557,794TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$115,299CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$22,785PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$0PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$234LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,600AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$17,697OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$17,197OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$39,968TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,715TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$456TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$114,074OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$101,176OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$315,713TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$126,688TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$950,647ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$950,647ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,266,360TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$126,688TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$950,647TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$291,434ExcessRevenueOverExpensesAmt
Net Investment Income$1,431,106NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,041CashBOYAmt
Cash EOY$18,152CashEOYAmt
Cash EOYFMV$18,152CashEOYFMVAmt
Sav And Temp Cash Invst BOY$953,913SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$558,290SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$558,290SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$3,049,534USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,749,174USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,350,067USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,231,661CorporateStockBOYAmt
Corporate Stock EOY$3,232,137CorporateStockEOYAmt
Corporate Stock EOYFMV$5,804,206CorporateStockEOYFMVAmt
Corporate Bonds BOY$785,711CorporateBondsBOYAmt
Corporate Bonds EOY$785,791CorporateBondsEOYAmt
Corporate Bonds EOYFMV$770,922CorporateBondsEOYFMVAmt
Other Investments BOY$7,161OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$3,110LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,110LandBldgEquipAccumDeprecAmt
Other Assets BOY$205,000OtherAssetsBOYAmt
Other Assets EOY$180,218OtherAssetsEOYAmt
Other Assets EOYFMV$181,235OtherAssetsEOYFMVAmt
Total Assets BOY$8,240,021TotalAssetsBOYAmt
Total Assets EOY$8,523,762TotalAssetsEOYAmt
Total Assets EOYFMV$10,682,872TotalAssetsEOYFMVAmt
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-$633,745RetainedEarningBOYAmt
Retained Earning EOY-$350,004RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,240,021TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,523,762TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,240,021TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,523,762TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,240,021TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$291,434ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,531,455SubtotalAmt
Other Decreases$7,693OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,523,762TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NORTHSTAR ASSET MANAGEMENT - AVAILABLE UPON REQUESTP2020-01-012021-12-31$2,422,622$973,065$1,449,557$1,449,557
NORTHSTAR ASSET MANAGEMENT - AVAILABLE UPON REQUESTP2021-01-012021-12-31$1,665,319$1,727,050-$61,731-$61,731
DISPOSITION BROOKFIELDP2020-01-012021-12-31$7,161-$7,161-$7,161
FieldValueIRS element (for citing)
Capital Gain Net Income$1,380,665CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$19,892InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$19,892SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$19,892TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$15,400EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$10,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$25,400TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,508OverpaymentAmt
Applied To ES Tax$5,508AppliedToESTaxAmt
Refund$0RefundAmt

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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SARA G WHITMAN
37 K STREETHULLMA02045PRESIDENT/TREASURER10.00$0$0$0
BENJAMIN COWEN-WHITMAN
37 K STREETHULLMA02045DIRECTOR5.00$0$0$0
ZACHARY COWEN-WHITMAN
37 K STREETHULLMA02045DIRECTOR1.00$0$0$0
JACOB COWEN-WHITMAN
37 K STREETHULLMA02045DIRECTOR1.00$0$0$0
SUE HYDE
180 PEARL STREETCAMBRIDGEMA02139SECRETARY40.00$115,299$22,785$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$101,176
MORGAN STANLEY
35 VILLAGE ROAD STE 601MIDDLETONMA01949CUSTODY OF FUNDS$17,197
MP PC
ONE MONARCH PLACE SUITE 900SPRINGFIELDMA01144ACCOUNTANTS$5,200
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$11,941,058AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$535,139AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,476,197TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,476,197AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$187,143CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,289,054NetVlNoncharitableAssetsAmt
Minimum Investment Return$614,453MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$614,453MinimumInvestmentReturnAmt
Tax Based On Investment Income$19,892TaxBasedOnInvestmentIncomeAmt
Total Tax$19,892TotalTaxAmt
Distributable Before Adj$594,561DistributableBeforeAdjAmt
Recoveries Qualfied Distri$25,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$619,561DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$619,561DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$950,647ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$950,647QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$619,561DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$154,806ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$76,539ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$297,378ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$428,106ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$289,337ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,246,166TotalExcessDistributionCyovAmt
Qualifying Distributions$950,647QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$619,561AppliedToCurrentYearAmt
Remaining Distri From Corpus$331,086RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,577,252TotalCorpusAmt
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$154,806ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,422,446ExcessDistriCyovToNextYrAmt
Excess From Year4$76,539ExcessFromYear4Amt
Excess From Year3$297,378ExcessFromYear3Amt
Excess From Year2$428,106ExcessFromYear2Amt
Excess From Year1$289,337ExcessFromYear1Amt
Excess From Current Year$331,086ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBENJAMIN COWEN-WHITMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11151 MASSACHUSETTS AVENUEAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02131ZIPCd
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 (59 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A STEP AHEAD CHATTANOOGA
9527 W RIDGE TRAIL ROADSODDYDAISYTN37379GENERAL PURPOSE$15,000
ABORTION CARE NETWORK
PO BOX 16323MINNEAPOLISMN55416GENERAL PURPOSE$25,000
ADVOCATES FOR INFORMED CHOICE
PO BOX 676COTALICA94931GENERAL PURPOSE$10,000
AGRARIAN LAND TRUST
22 BUXTON SCHOOL ROADWEARENJ03281GENERAL PURPOSE$350,000
ASIAN AMERICAN RESOURCE WORKSHOP
42 CHARLES STREETDORCHESTERMA02122GENERAL PURPOSEGENERAL PURPOSE$10,000
BOSTON ALLIANCE OF LGBT
PO BOX 960814BOSTONMA021960814GENERAL PURPOSE$15,000
BOSTON FOOD FOREST COALLITION
23 EGLESTON STJAMAICA PLAINMA02130GENERAL PURPOSE$10,000
BOSTON HIGHER GROUND INC
34 WARREN STREETROXBURYMA02119GENERAL PURPOSE$5,000
BRAVE SPACE ALLIANCE
6171 NORTH SHERIDAN ROADCHICAGOIL60660GENERAL PURPOSE$5,000
BRIDGERCARE
1288 N 14TH AVENUE 201BOZEMANMT59715GENERAL PURPOSE$5,000
BUILD POWER ACADEMY
16 JOSEPHINE AVEKINGSTONNY12401GENERAL PURPOSE$5,000
CAROLINA YOUTH ACTION
PO BOX 20961CHARLESTONSC29413GENERAL PURPOSE$20,000
CENTER LINK
PO BOX 24490FT LAUDERDALEFL33307GENERAL PURPOSE$20,000
CHICA PROJECT
1266 FURNACE BROOK PARKWAY SUITEQUINCYMA02169GENERAL PURPOSE$10,000410
DAY EAGLE HOPE PROJECT
18243 STATE HIGHWAY 66HARLEMMT59526GENERAL PURPOSE$5,000
DIVERSITY CENTER OF SANTA CRUZ
117 SOQUEL AVESANTA CRUZCA95062GENERAL PURPOSE$5,000
EMPOWER MONTANA
1124 CEDAR STREETMISSOULAMT59802GENERAL PURPOSE$10,000
EQUALITY HEALTH CENTER
38 S MAIN STREETCONCORDNJ03301GENERAL PURPOSE$20,000
EQUALITY NORTH CAROLINA FOUNDATION
PO BOX 28768RALEIGHNC27611GENERAL PURPOSE$10,000
ESPERANZA ACADEMY
198 GARDEN STREETLAWRENCEMA01840GENERAL PURPOSE$10,000
FAMILIES FOR JUSTICE AS HEALING
100 R WARREN STROXBURYMA02119GENERAL PURPOSE$10,000
FOOD PROJECT
556 DUDLEY STREETDORCHESTERMA02125GENERAL PURPOSE$10,000
FORT BELKNAP INDIAN COMMUNITY
656 AGENCY MAIN STREETHARLEMMT59526GENERAL PURPOSE$5,000
FUNDERS FOR LGBTQ ISSUES
104 WEST 29TH STREETNEW YORKNY10001GENERAL PURPOSE$7,500
GIRLS INC OF GREATER LOWELL
220 WORTHEN STREETLOWELLMA01854GENERAL PURPOSE$5,000
GOOD CALL NYC CO
7 MARCUS GARVEY BLVD 445BROOKLYNNY11206GENERAL PURPOSE$10,000
HADWEN PARK CHURCH
6 CLOVER STREETWORCESTERMA01603GENERAL PURPOSE$15,000
HALEY HOUSE SOUP KITCHEN
23 DARTMOUTH STREETBOSTONMA02116GENERAL PURPOSE$7,500
HARDY GIRLS HEALTHY WOMEN
10 WATER STREETWATERVILLEME04901GENERAL PURPOSE$5,000
LGBT CENTER OF CENTRAL PA
1306 N 3RD STHARRISBURGPA17102GENERAL PURPOSE$5,000
LOVERING HEALTH CENTER
599 PORTSMOUTH AVENUEGREENLANDNH03840GENERAL PURPOSE$15,000
MARGARET FULLER NEIGHBORHOOD HOUSE
71 CHERRY STREETCAMBRIDGEMA02139GENERAL PURPOSE$5,000
MAVEN LEADERSHIP COLLECTIVE
1951 NW 7TH AVEMIAMIFL33136GENERAL PURPOSE$7,500
MOVEMENT ADVANCEMENT
3020 CARBON PLACEBOULDERCO80301GENERAL PURPOSE$40,000
NATIONAL LGBTQ TASK FORCE
1325 MASS AVE NWWASHINGTONDC20005GENERAL PURPOSEGENERAL PURPOSE$13,000
NATIVE AMERICAN COMMUNITY ACTION
2717 N STEVES BLVD STE 11FLAGSTAFFAZ86004GENERAL PURPOSE$15,000
OLD CAMBRIDGE BAPTIST
1151 MASSACHUSETTS AVECAMBRIDGEMA02138GENERAL PURPOSE$3,401
OUT IN THE OPEN
PO BOX 1685BRATTLEBOROVT05301GENERAL PURPOSE$5,000
OWE AKU INT'L JUSTICE INC
7685 S OLIVE CTRCENTENNIALCO80112GENERAL PURPOSE$10,000
PHILANTHROPY MASSACHUSETTS
133 FEDERAL STREET SUITE 802BOSTONMA02110GENERAL PURPOSE$2,000
PILGRIM RUN
125 SOUTHLAND TERRACEBROCKTONMA02301GENERAL PURPOSE$1,246
REPRODUCTIVE EQUITY NOW
15 COURT SQUARE SUITE 900BOSTONMA02110GENERAL PURPOSE$45,000
RESILIENT SISTERHOOD PROJECT
566 COLUMBUS AVE STE 3ABOSTONMA02118GENERAL PURPOSE$10,000
RESOURCES FOR ORGANIZING AND SOCIAL CHANGE
PO BOX 2444AUGUSTAME04338GENERAL PURPOSE$5,000
SAM & DEVORAH RETREAT FOR TRANS YOUTH INC
10 FAIRMOUNT AVENUECHATHAMNJ10007GENERAL PURPOSE$15,000
SIECUS SEX ED FOR SOCIAL CHANGE
1012 14TH STREET NWWASHINGONDC20005GENERAL PURPOSE$5,000
SISTERS UNCHAINED INC
69 ST ROSE STREETJAMAICA PLAINMA02130GENERAL PURPOSE$10,000
SOCIAL GOOD FUND INC
12651 SAN PABLO AVERICHMONDCA94805GENERAL PURPOSE$10,000
SOUL TO SOUL SISTERS
PO BOX 7632DENVERCO80207GENERAL PURPOSE$5,000
SOUTHERN ARIZONA AIDS
375 S EUCLID AVETUCSONAZ85719GENERAL PURPOSE$5,000
SPENCER PRIDE
17 E FRANKLIN STREETSPENCER ININ47460GENERAL PURPOSE$5,000
TRANSGENDER LEGAL DEFENSE & EDUCATION FUND
20 WEST 20TH ST STE 705NEW YORKNY10011GENERAL PURPOSE$10,000
TSNE MISSION WORKS
89 SOUTH STREETBOSTONMA02111GENERAL PURPOSE$12,500
UNITARIAN UNIVERSALIST MASS ACTION
40 MECHANIC STREETMARLBOROUGHMA01752GENERAL PURPOSE$5,000
URBAN FARMING INSTITUTE
487 NORFOLK STMATTAPANMA02126GENERAL PURPOSE$10,000
WE ARE BETTER TOGETHER WARREN DANIEL HAIRSTON PROJECT INC
91 THORNTON STREETBOSTONMA02119GENERAL PURPOSE$10,000
WITNESS TO MASS INCARCERATION
111 W 71ST ST APT HNEW YORKNY10023GENERAL PURPOSE$10,000
WOMEN'S REPRODUCTIVE RIGHTS ASSISTANCE PROJ
PO BOX 170280BOSTONMA02117GENERAL PURPOSE$10,000
ZEBRA COALITION
911 N MILLS AVEORLANDOFL32803GENERAL PURPOSE$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$950,647TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$174,946ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion41ExclusionCd
Exclusion$2,183ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,380,665ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,557,794ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,557,794TotalIncomeProducingActyAmt

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$5,200Amt
Net Investment Income$2,600NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$785,791EOYBookValueAmt
EOYFMV$770,922EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$3,232,137EOYBookValueAmt
EOYFMV$5,804,206EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$3,749,174USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$3,350,067USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEECategoryTxt
Legal Fees$234LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (6 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PRI - SUN FINANCING$100,000$100,000$100,011
PRI - CERO'S GREEN JOB PLAN$5,000$5,000$5,000
PRI - PV GROWS$50,000$50,000$51,006
PRI - COOPERATIVE FUND OF NE$25,000$25,000$25,000
BII SOLIDARITY$25,000$0$0
EMPLOYEE REIMBURSEMENT RECEIVABLE$0$218$218

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
ADJUSTMENT TO HANNON ARMSTRONG COST BASIS$2,334
ADJUSTMENT TO BROOKFIELD RENEWABLE COST BASIS$5,359

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NORTHSTAR ADVISOR FEES$101,176$101,176$0
PAYROLL PROCESSING FEE$3,908$0$0
OFFICE EXPENSE$787$0$0
POSTAGE$195$0$0
PHONE/INTERNET$6,918$0$0
SUBSCRIPTIONS$319$0$0
DUES$500$0$0
BUSINESS REGISTRATION FEES$271$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$2,183RevenueAndExpensesPerBooksAmt
Net Investment Income$2,183NetInvestmentIncomeAmt
Adjusted Net Income$2,183AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT CUSTODIAN FEES$17,197$17,197$0
CONSULTING FEES$500$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$5,715$5,715$0
TAX PAID$31,307$0$0
MASS STATE TAX$70$0$0
PAYROLL TAXES$2,876$0$0