STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

HIGHLAND STREET CONNECTION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
HIGHLAND STREET CONNECTION (EIN 04-3048298)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202313199349103851
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T11:20:17-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN131459550PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MAZARS USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11330 BOYLSTON STREETAddressLine1Txt
CityCHESTNUT HILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024672111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043048298EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HIGHLAND STREET CONNECTIONBusinessNameLine1Txt
Business Name Line2AND SUBSIDIARIESBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHIGHBusinessNameControlTxt
Phone6179698900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12223 WASHINGTON STREET 104AddressLine1Txt
CityNEWTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02462ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBLAKE JORDANPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6179698900PhoneNum
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBLAKEPersonFirstNm
Person LastJORDANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWARD HURST CPAPreparerPersonNm
PTINP02156499PTIN
Phone6177311222PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$84,778,163FMVAssetsEOYAmt
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$150,714InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$150,714InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,858,981DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,858,981DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$1GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$1GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss-$50,784NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$1,112,223NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,580,574GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,112,223CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$293,795OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$293,795OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,828,124TotalRevAndExpnssAmt
Total Net Invst Incm$2,828,124TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$439,433CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$439,433CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$449,464OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$48,000OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$401,464OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$85,175PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$85,175PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$211,740AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$126,844AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$84,896AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$434,642OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$434,642OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$478,894InterestRevAndExpnssAmt
Interest Net Invst Incm$25,607InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$453,287InterestDsbrsChrtblAmt
Taxes Rev And Expnss$215,189TaxesRevAndExpnssAmt
Taxes Net Invst Incm$89,918TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$44,367TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$453DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$153,824OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$153,824OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$2,943TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$2,943TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,034,891OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$526,852OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$508,039OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,506,648TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,251,863TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,173,428TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,918,739ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,918,739ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,425,387TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,251,863TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,092,167TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,597,263ExcessRevenueOverExpensesAmt
Net Investment Income$1,576,261NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$595,563CashBOYAmt
Cash EOY$812,131CashEOYAmt
Cash EOYFMV$812,131CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,934,381SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,537,880SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,537,880SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$25,281PrepaidExpensesBOYAmt
Prepaid Expenses EOY$25,281PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$25,281PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$9,092,167CorporateStockBOYAmt
Corporate Stock EOY$9,355,896CorporateStockEOYAmt
Corporate Stock EOYFMV$11,591,902CorporateStockEOYFMVAmt
Mortgage Loans BOY$4,467,532MortgageLoansBOYAmt
Mortgage Loans EOY$4,292,532MortgageLoansEOYAmt
Mortgage Loans EOYFMV$4,292,532MortgageLoansEOYFMVAmt
Other Investments BOY$22,743,353OtherInvestmentsBOYAmt
Other Investments EOY$13,567,758OtherInvestmentsEOYAmt
Other Investments EOYFMV$12,464,946OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,016,426LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$348,738LandBldgEquipAccumDeprecAmt
Land BOY$668,141LandBOYAmt
Land EOY$667,688LandEOYAmt
Land EOYFMV$667,688LandEOYFMVAmt
Other Assets BOY$33,393,048OtherAssetsBOYAmt
Other Assets EOY$34,480,180OtherAssetsEOYAmt
Other Assets EOYFMV$45,385,803OtherAssetsEOYFMVAmt
Total Assets BOY$75,919,466TotalAssetsBOYAmt
Total Assets EOY$72,739,346TotalAssetsEOYAmt
Total Assets EOYFMV$84,778,163TotalAssetsEOYFMVAmt
Mortgages And Notes Payable BOY$12,586,000MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$14,000,000MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$2,539OtherLiabilitiesBOYAmt
Other Liabilities EOY$12,149OtherLiabilitiesEOYAmt
Total Liabilities BOY$12,588,539TotalLiabilitiesBOYAmt
Total Liabilities EOY$14,012,149TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$63,330,927RetainedEarningBOYAmt
Retained Earning EOY$58,727,197RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$63,330,927TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$58,727,197TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$75,919,466TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$72,739,346TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$63,330,927TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,597,263ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$58,733,664SubtotalAmt
Other Decreases$6,467OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$58,727,197TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
ALCION IIP2022-12-31$10-$10-$10
ALCION RE FUND IIIP2022-12-31$35,611$35,611$35,611
1607 CAPITAL PARTNERSP2022-12-31$24,084-$24,084-$24,084
AXIOM ASIA IVP2022-12-31$20,281$20,281$20,281
ATV VIIP2022-12-31$2-$2-$2
BOSTON PARTNERS LARGE CAPP2022-12-31$183,498$183,498$183,498
BROAD RUN FOCUS EQUITYP2022-12-31$89,020$89,020$89,020
CA BAIN EUROPE IIIP2022-12-31$15,082$15,082$15,082
CA BAIN VIP2022-12-31$46,731-$46,731-$46,731
CA BAIN XIVP2022-12-31$288,974$288,974$288,974
CENTERBRIDGEP2022-12-31$5,916-$5,916-$5,916
CERBERUS PARTNERS VP2022-12-31$15,267$15,267$15,267
COMMONFUND INTERNATIONAL VIP2022-12-31$50,642$50,642$50,642
COMMONFUND VENTURE PARTNERS VIIIP2022-12-31$129,954$129,954$129,954
COMMONFUND VENTURE PARTNERS VIP2022-12-31$8,713$8,713$8,713
COMMONFUND PRIVATE EQUITY VIP2022-12-31$44,181$44,181$44,181
COMMONFUND VENTURE PARTNERS VIIIP2022-12-31$74,891$74,891$74,891
COMMONFUND VENTURE PARTNERS IXP2022-12-31$413,586$413,586$413,586
COMMONFUND VENTURE PARTNERS XP2022-12-31$869,229$869,229$869,229
COMMONFUND VENTURE PARTNERS XIP2022-12-31$486,674$486,674$486,674
FIRST RESERVE XIIP2022-12-31$155,697$155,697$155,697
DOUBLELINE TOTAL RETURN BONDP2022-12-31$376,149-$376,149-$376,149
DUNE IIIP2022-12-31$27,511$27,511$27,511
DUNE REAL ESTATE FUND IVP2022-12-31$68,242$68,242$68,242
ENCAP VI-BP2022-12-31$104,394-$104,394-$104,394
ENCAP VIII-BP2022-12-31$12,546$12,546$12,546
ENERVEST ENERGY XII-CP2022-12-31$21$21$21
FIRST RESERVE XIP2022-12-31$30,399-$30,399-$30,399
FIRST RESERVE XIIP2022-12-31$137,804-$137,804-$137,804
FIVE ELMS III BP2022-12-31$183$183$183
GQG PARTNERSP2022-12-31$545,777-$545,777-$545,777
GREENCOURTP2022-12-31$470,543-$470,543-$470,543
IR&MP2022-12-31$102,118-$102,118-$102,118
KLINE HILL FUNDP2022-12-31$117,120$117,120$117,120
KSL CAPITAL PARTNERSP2022-12-31$126,945$126,945$126,945
LEXINGTON CAPITAL PARTNERS VI-AP2022-12-31$3,535$3,535$3,535
LEXINGTON CAPITAL PARTNERS VIIP2022-12-31$28,613$28,613$28,613
LL MORTGAGE FUNDP2022-12-31$28,165-$28,165-$28,165
MERCED IVP2022-12-31$95,232-$95,232-$95,232
NATURAL GAS PARTNERS IXP2022-12-31$25,224-$25,224-$25,224
PAG CA PARTNERSP2022-12-31$32,800$32,800$32,800
PATRON CAPITAL IIIP2022-12-31$3,920-$3,920-$3,920
PATRON CAPITAL IVP2022-12-31$7,381$7,381$7,381
PARTHENON IIP2022-12-31$1,181-$1,181-$1,181
POMONA VIIIP2022-12-31$26,754$26,754$26,754
RESILIENCE FUND IIIP2022-12-31$146,015-$146,015-$146,015
SANKATY IVP2022-12-31$43,887-$43,887-$43,887
SANDS CAPITAL MANAGEMENTP2022-12-31$49,750-$49,750-$49,750
SHORENSTEIN NINEP2022-12-31$3,812-$3,812-$3,812
SILCHESTER INTERNATIONALP2022-12-31$133,876$133,876$133,876
SPECIAL OPPORTUNITIES IIIP2022-12-31$4,535$4,535$4,535
TAILWATERP2022-12-31$87,467$87,467$87,467
TELEGRAPH HILLP2022-12-31$6,364$6,364$6,364
VANGUARD ADMIRAL FUNDP2022-12-31$44,205-$44,205-$44,205
VANGUARD TOTAL BONDP2022-12-31$163,603-$163,603-$163,603
SUSTAINABILE VISION RIDGEP2022-12-31$581-$581-$581
WESTWOOD WGI EMERGING MARKETSP2022-12-31$15,381$15,381$15,381
WLR RECOVERY FUND VP2022-12-31$18,849-$18,849-$18,849
FieldValueIRS element (for citing)
Capital Gain Net Income$1,112,223CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$21,910InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$21,910SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$21,910TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$26,011EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$22,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$48,511TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$26,601OverpaymentAmt
Applied To ES Tax$26,601AppliedToESTaxAmt
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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Org Report Or Register StateIDOrgReportOrRegisterStateCd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Org Report Or Register StateLAOrgReportOrRegisterStateCd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Org Report Or Register StateMTOrgReportOrRegisterStateCd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Org Report Or Register StateNMOrgReportOrRegisterStateCd
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 AddressWWW.HIGHLANDSTREET.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1HIGHLAND STREET CONNECTIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6179698900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12223 WASHINGTON STREETAddressLine1Txt
CityNEWTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02462ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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
JOANN MCGRATH
2223 WASHINGTON STREETNEWTONMA02462TRUSTEE8.00$0$0$0
DAVID J MCGRATH III
2223 WASHINGTON STREETNEWTONMA02462TRUSTEE8.00$0$0$0
SEAN P MCGRATH
2223 WASHINGTON STREETNEWTONMA02462TRUSTEE8.00$0$0$0
BLAKE JORDAN
2223 WASHINGTON STREETNEWTONMA02462EXECUTIVE DIRECTOR40.00$439,433$18,300$0
MICHAEL KEATING
2223 WASHINGTON STREETNEWTONMA02462TRUSTEE8.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
NOREEN MCMAHON
2223 WASHINGTON STREETNEWTONMA02462SENIOR DIRECTOR OF P40.00$159,975$9,599$0
MEREDITH SCOTT
2223 WASHINGTON STREETNEWTONMA02462OPERATIONS MANAGER40.00$101,181$14,043$0
LINDA MUIR-ROBINSON
2223 WASHINGTON STREETNEWTONMA02462ACCOUNTING MANAGER40.00$91,976$13,542$0
BRIAN MCNULTY
2223 WASHINGTON STREETNEWTONMA02462ASSOC. DIR. OF GRANT40.00$86,287$19,209$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
CAMBRIDGE ASSOCIATES
PO BOX 412015BOSTONMA022412015INVESTMENT ADVISORS$225,000
SEA CLIFF FINANCIAL LLC
138 STANDISH ROADWATERTOWNMA02472FINANCIAL ADVISORS$131,740
SAMET & COMPANY PC
1330 BOYLSTON STREETCHESTNUT HILLMA02467ACCOUNTING / TAX$80,000
DAN SALERA
174 NEWBURYPORT TURNPIKE PMB392ROWLEYMA01969CONSULTING$72,000
CAROLYN O'BRIEN CONSULTING LLC
241 HURON AVENUECAMBRIDGEMA02138CONSULTING$60,000
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$23,583,046AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,150,795AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$48,679,115FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$81,412,956TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$81,412,956AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,221,194CashDeemedCharitableAmt
Net Vl Noncharitable Assets$80,191,762NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,009,588MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,009,588MinimumInvestmentReturnAmt
Tax Based On Investment Income$21,910TaxBasedOnInvestmentIncomeAmt
Total Tax$21,910TotalTaxAmt
Distributable Before Adj$3,987,678DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,987,678DistributableBeforeDedAmt
Deduction From Distributable$175,000DeductionFromDistributableAmt
Distributable As Adjusted$3,812,678DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,092,167ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,092,167QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,812,678DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$6,409,083ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,449,780ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$31,617,619ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,341,280ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,534,682ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$45,352,444TotalExcessDistributionCyovAmt
Qualifying Distributions$6,092,167QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,812,678AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,279,489RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$47,631,933TotalCorpusAmt
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$6,409,083ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$41,222,850ExcessDistriCyovToNextYrAmt
Excess From Year4$2,449,780ExcessFromYear4Amt
Excess From Year3$31,617,619ExcessFromYear3Amt
Excess From Year2$3,341,280ExcessFromYear2Amt
Excess From Year1$1,534,682ExcessFromYear1Amt
Excess From Current Year$2,279,489ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (242 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
2LIFE COMMUNITIES
30 WALLINGFORD ROADBRIGHTONMA021354753NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
ABOUT FRESH
69 SHIRLEY STREETBOSTONMA02119NONEPUBLIC CHARITIESFOR COMMUNITY.$1,000
ALMA DEL MAR FOUNDATION
515 BELLEVILLE AVENUENEW BEDFORDMA02746NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$1,000
ALVERNO COLLEGE
PO BOX 343922MILWAUKEEWI532343922NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$50,000
AMELIA PARK CHILDREN'S MUSEUM
29 SOUTH BROAD STREETWESTFIELDMA01085NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$3,000
AMERICAN ALLIANCE OF MUSEUMS
2451 CRYSTAL DRIVEARLINGTONVA22202NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
AMERICAN FOUNDATION FOR SUICIDE PREVENTION
120 WALL STREET 29TH FLOORNEW YORKNY100054009NONEPUBLIC CHARITIESFOR HEALTHCARE.$5,000
ANNA MARIA COLLEGE
50 SUNSET LANEPAXTONMA016121106NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$40,000
APPALACHIAN MOUNTAIN CLUB
10 CITY SQUAREBOSTONMA02129NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$6,000
BARBARA SINATRA CHILDREN'S CENTER
39000 BOB HOPE DRIVERANCHO MIRAGECA922703235NONEPUBLIC CHARITIESFOR MEDICAL.$10,000
BATTLESHIP COVE
5 WATER STREETFALL RIVERMA027211540NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$8,000
BE LIKE BRIT FOUNDATION
66 PULLMAN STREETWORCESTERMA01606NONEPUBLIC CHARITIESFOR COMMUNITY.$51,000
BEACON HILL CIRCLE FOR CHARITY
PO BOX 313 CHARLES STREET STATIONBOSTONMA021140900NONEPUBLIC CHARITIESFOR COMMUNITY.$500
BEACON HILL CIVIC ASSOCIATION
74 JOY STREETBOSTONMA021144055NONEPUBLIC CHARITIESFOR COMMUNITY.$500
BELLESINI ACADEMY
PO BOX 1021LAWRENCEMA01840NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$46,600
BENJAMIN FRANKLIN INSTITUTE OF TECHNOLOGY
41 BERKELEY STREETBOSTONMA02116NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$25,000
BENTLEY UNIVERSITY
175 FOREST STREETWALTHAMMA02452NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$10,000
BEST BUDDIES TENNESSEE
340 SEVEN SPRINGS WAY SUITE 750BRENTWOODTN37027NONEPUBLIC CHARITIESFOR EMPOWERMENT.$3,000
BETHEL INSTITUTE FOR SOCIAL JUSTICE
40 WALK HILL STREETJAMAICA PLAINMA02130NONEPUBLIC CHARITIESFOR COMMUNITY.$25,000
BIG SISTER ASSOCIATION OF GREATER BOSTON
20 PARK PLAZA SUITE 1420BOSTONMA02116NONEPUBLIC CHARITIESFOR MENTORING.$10,000
BIGHORN GOLF CLUB CHARITIES
255 PALOWET DRIVEPALM DESERTCA92260NONEPUBLIC CHARITIESFOR COMMUNITY.$7,000
BIGHORN INSTITUTE
PO BOX 262PALM DESERTCA922610262NONEPUBLIC CHARITIESFOR COMMUNITY.$2,500
BLUE ANGELS FOUNDATION
PO BOX 1945PENSACOLAFL325911945NONEPUBLIC CHARITIESFOR COMMUNITY.$2,500
BOCH CENTER
270 TREMONT STREETBOSTONMA02116NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$1,000
BOSTON ATHENAEUM
10 1/2 BEACON STREETBOSTONMA02108NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$500
BOSTON CHILDREN'S HOSPITAL TRUST
401 PARK DRIVE SUITE 602BOSTONMA02215NONEPUBLIC CHARITIESFOR HEALTHCARE.$1,000
BOSTON CHILDREN'S MUSEUM
308 CONGRESS STREETBOSTONMA02210NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$26,000
BOSTON CHINATOWN NEIGHBORHOOD CENTER
885 WASHINGTON STREETBOSTONMA021111415NONEPUBLIC CHARITIESFOR COMMUNITY.$5,000
BOSTON COLLEGE
140 COMMONWEALTH AVENUECHESTNUT HILLMA02467NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$150,000
BOSTON COMMUNITY PEDIATRICS
527 ALBANY ST SUITE 200BOSTONMA02118NONEPUBLIC CHARITIESFOR MEDICAL.$2,500
BOSTON FOUNDATION
75 ARLINGTON STREET 10TH FLOORBOSTONMA02116NONEPUBLIC CHARITIESFOR COMMUNITY.$30,000
BOSTON HARBOR NOW
15 STATE STREET SUITE 1100BOSTONMA02109NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$1,500
BOSTON HEALTH CARE FOR HOMELESS PROGRAM
780 ALBANY STREETBOSTONMA021182524NONEPUBLIC CHARITIESFOR EMPOWERMENT.$50,000
BOSTON MEDICAL CENTER
ONE BOSTON MEDICAL CENTER PLACEBOSTONMA02118NONEPUBLIC CHARITIESFOR HEALTHCARE.$5,000
BOSTON PHILHARMONIC ORCHESTRA
236 HUNTINGTON AVENUE SUITE 209BOSTONMA02115NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$1,000
BOSTON PUBLIC LIBRARY FUND
700 BOYLSTON STREETBOSTONMA021162813NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$60,000
BOSTON SYMPHONY ORCHESTRA
SYMPHONY HALL 301 MASSACHUSETTSBOSTONMA02115NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$15,000AVENUE
BOYS & GIRLS CLUB OF GREATER BILLERICA
19 CAMPBELL ROADBILLERICAMA01821NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$2,500
BOYS & GIRLS CLUB OF LAWRENCE
136 WATER STREETLAWRENCEMA01841NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$8,000
BOYS & GIRLS CLUBS OF BOSTON
200 HIGH STREET SUITE 3BBOSTONMA021103024NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$67,000
BOYS & GIRLS CLUBS OF COACHELLA VALLEY
42-600 COOK STREET SUITE 120PALM DESERTCA922115143NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$5,000
BREAKTIME
359 PARK STBOSTONMA02124NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$25,000
BROOKS SCHOOL
1160 GREAT POND ROADNORTH ANDOVERMA01845NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$1,000
BUILD HEALTH INTERNATIONAL
100 CUMMING CENTER SUITE 120BBEVERLYMA019156105NONEPUBLIC CHARITIESFOR HEALTHCARE.$10,000
BUTTONWOOD PARK ZOOLOGICAL SOCIETY
425 HAWTHORN STREETNEW BEDFORDMA027401418NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$7,500
BUZZARDS BAY COALITION
114 FRONT STNEW BEDFORDMA027407264NONEPUBLIC CHARITIESFOR COMMUNITY.$1,000
CAMP HARBOR VIEW
200 CLARENDON STREET FL 60BOSTONMA02116NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$100,000
CAPE ANN MUSEUM
27 PLEASANT STREETGLOUCESTERMA019305909NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
CAPE COD MARITIME MUSEUM
135 SOUTH STREETHYANNISMA02601NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$1,500
CAPE COD MUSEUM OF NATURAL HISTORY
869 ROUTE 6ABREWSTERMA026311032NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
CAREERSPRING
5311 VALERIE STBELLARIETX74401NONEPUBLIC CHARITIESFOR EMPOWERMENT.$25,000
CARROLL CENTER FOR THE BLIND
770 CENTRE STREETNEWTONMA02458NONEPUBLIC CHARITIESFOR EMPOWERMENT.$25,000
CATHEDRAL HIGH SCHOOL
74 UNION PARK STREETBOSTONMA02118NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$250,000
CATHEDRAL OF THE HOLY CROSS
75 UNION PARK STREETBOSTONMA02118NONEPUBLIC CHARITIESFOR RELIGIOUS.$10,000
CATHOLIC CHARITIES
275 WEST BROADWAYBOSTONMA02127NONEPUBLIC CHARITIESFOR COMMUNITY.$26,000
CATHOLIC SCHOOLS FOUNDATION
67 BATTERYMARCH STREET 6TH FLOORBOSTONMA02110NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$25,000
CENTER FOR WOMEN & ENTERPRISE
44 SCHOOL STREET - STE 200BOSTONMA02108NONEPUBLIC CHARITIESFOR EMPOWERMENT.$25,000
CHILDREN'S DISCOVERY MUSEUM OF THE DESERT
71-701 GERALD FORD DRIVERANCHO MIRAGECA92270NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$1,000
CHILDREN'S MUSEUM IN EASTON
PO BOX 417NORTH EASTONMA023560417NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$6,000
CHILDREN'S MUSEUM OF GREATER FALL RIVER
441 NORTH MAIN STREETFALL RIVERMA027202407NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$3,000
CHP 11-99 FOUNDATION
3188 AIRWAY AVE SUITE CCOSTA MESACA92626NONEPUBLIC CHARITIESFOR COMMUNITY.$25,000
CITIZENS SCHOOL
1 BEACON STREET 15TH FLOORBOSTONMA02108NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$35,000
CITY OF BOSTON SCHOLARSHIP FUND
1 CITY HALL SQUARE 500BOSTONMA02201NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$1,000
CLARK ART INSTITUTE
225 SOUTH STREETWILLIAMSTOWNMA012672878NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$5,000
CLEAN AIR TASK FORCE
114 STATE STREET 6TH FLOORBOSTONMA02109NONEPUBLIC CHARITIESFOR ENVIRONMENT.$5,000
CLEAR PATH FOR VETERANS NEW ENGLAND
84 ANTIETAM STREETDEVENSMA01434NONEPUBLIC CHARITIESFOR EMPOWERMENT.$10,000
CLERGY HEALTH AND RETIREMENT TRUST
66 BROOKS DRIVEBRAINTREEMA021843839NONEPUBLIC CHARITIESFOR RELIGIOUS.$40,000
COLLEGE OF THE DESERT FOUNDATION
43-500 MONTEREY AVENUEPALM DESERTCA92260NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$31,400
COMMONWEALTH SHAKESPEARE COMPANY
101 ARCH STREET 8TH FLOORBOSTONMA02110NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$1,000
COMMUNITY ADOLESCENT RESOURCES EDUCATION
247 CABOT STREETHOLYOKEMA01040NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
COMMUNITY FOUNDATION OF SOUTHEASTERN MA
128 UNION STREET 403NEW BEDFORDMA02740NONEPUBLIC CHARITIESFOR COMMUNITY.$1,000
COMMUNITY RESOURCES FOR JUSTICE
500 HARRISON AVENUE SUITE 1FBOSTONMA021182439NONEPUBLIC CHARITIESFOR COMMUNITY.$500
COMMUNITY SERVINGS
179 AMORY STREETJAMAICA PLAINMA02130NONEPUBLIC CHARITIESFOR COMMUNITY.$11,000
CONCORD MUSEUM
53 CAMBRIDGE TURNPIKE PO BOX 146CONCORDMA017420146NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$5,000
CONSERVATION LAW FOUNDATION
62 SUMMER STREET SUITE 1BOSTONMA021101008NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$1,000
COR UNUM MEAL CENTER
118 SOUTH BROADWAYLAWRENCEMA01843NONEPUBLIC CHARITIESFOR COMMUNITY.$5,000
CRADLES TO CRAYONS INC
281 NEWTONVILLE AVENEWTONVILLEMA02460NONEPUBLIC CHARITIESFOR COMMUNITY.$5,000
CROSSROADS
119 MYRTLE STREETDUXBURYMA02332NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$51,000
DENMARK ARTS CENTER
PO BOX 813DENMARKME04022NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
DENMARK CHARITABLE FOUNDATION
DENMARK MUNICIPAL BUILDINGDENMARKME04022NONEPUBLIC CHARITIESFOR COMMUNITY.$2,000
DENMARK HISTORICAL SOCIETY
PO BOX 803DENMARKME04022NONEPUBLIC CHARITIESFOR COMMUNITY.$2,000
DENMARK PUBLIC LIBRARY
121 EAST MAIN STREET PO BOX 50DENMARKME04022NONEPUBLIC CHARITIESFOR COMMUNITY.$2,000
DIOCESE OF WORCESTER
49 ELM STREETWORCESTERMA01609NONEPUBLIC CHARITIESFOR RELIGIOUS.$1,000
DISCOVERY MUSEUM
177 MAIN STREETACTONMA017203616NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$5,000
DOC WAYNE YOUTH SERVICES
25 KINGSTON STREET FLOOR 4BOSTONMA02111NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$15,000
DRESS FOR SUCCESS BOSTON
989 COMMONWEALTH AVENUEBOSTONMA02215NONEPUBLIC CHARITIESFOR EMPOWERMENT.$25,000
ECOTARIUM
222 HARRINGTON WAYWORCESTERMA016041809NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$8,500
EDVESTORS
140 CLARENDON ST SUITE 305BOSTONMA021165271NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$500
EDWARD GOREY HOUSE
8 STRAWBERRY LANEYARMOUTH PORTMA026751725NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$11,838
EDWARD M KENNEDY COMMUNITY HEALTH CENTER
650 LINCOLN STREETWORCESTERMA016052060NONEPUBLIC CHARITIESFOR HEALTHCARE.$1,000
EDWARD M KENNEDY INSTITUTE FOR THE US SENATE
210 MORRISSEY BLVDBOSTONMA021253314NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$1,000
EISENHOWER HEALTH FOUNDATION
39000 BOB HOPE DRIVERANCHO MIRAGECA922703221NONEPUBLIC CHARITIESFOR HEALTHCARE.$100,000
ELLIE FUND
200 RESERVOIR STREET SUITE 300NEEDHAMMA024941278NONEPUBLIC CHARITIESFOR HEALTHCARE.$25,000
ELLIS
58 BERKELEY STREETBOSTONMA02116NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$5,500
ENGLISH FOR NEW BOSTONIANS
105 CHAUNCY STREET 4TH FLOORBOSTONMA02111NONEPUBLIC CHARITIESFOR COMMUNITY.$50,000
ESSEX COUNTY COMMUNITY FOUNDATION
175 ANDOVER STREET SUITE 101DANVERSMA01923NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$17,500
ESSEX COUNTY HABITAT FOR HUMANITY
60 ISLAND STREETLAWRENCEMA01840NONEPUBLIC CHARITIESFOR COMMUNITY.$1,650
FAMILY AID BOSTON
3815 WASHINGTON STREETBOSTONMA021303745NONEPUBLIC CHARITIESFOR EMPOWERMENT.$25,000
FATHER BILL'S & MAINSPRING
430 BELMONT STREETBROCKTONMA02301NONEPUBLIC CHARITIESFOR COMMUNITY.$5,000
FIRST TEE OF THE COACHELLA VALLEY
74-945 SHERYL AVENUEPALM DESERTCA92260NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$8,000
FOOD BANK OF WESTERN MASSACHUSETTS
PO BOX 160HATFIELDMA01038NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
FOOD FOR FREE
11 INMAN STREETCAMBRIDGEMA021392406NONEPUBLIC CHARITIESFOR COMMUNITY.$1,000
FOOD IN NEED OF DISTRIBUTION
PO BOX 10080INDIOCA92202NONEPUBLIC CHARITIESFOR COMMUNITY.$5,000
FOUNDATION FOR METROWEST
3 ELIOT STREETNATICKMA01760NONEPUBLIC CHARITIESFOR COMMUNITY.$2,500
FREEDOM TRAIL FOUNDATION
44 SCHOOL STREET SUITE 250BOSTONMA02108NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$4,000
FRIENDS OF PETERS PARK
PO BOX 181137BOSTONMA02118NONEPUBLIC CHARITIESFOR COMMUNITY.$500
FRIENDS OF THE CHILDREN - BOSTON
184 DUDLEY STREET SUITE 100ROXBURYMA02119NONEPUBLIC CHARITIESFOR MENTORING.$16,000
FRIENDS OF THE PARAGON CAROUSEL
PO BOX 100HULLMA020450100NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
FULLER CRAFT MUSEUM
455 OAK STREETBROCKTONMA023011340NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$3,000
FUND FOR PARKS & RECREATION IN BOSTON
1010 MASSACHUSETTS AVENUEBOSTONMA02118NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$7,500
GARDENS FOR CHARLESTOWN
PO BOX 290044CHARLESTOWNMA021290201NONEPUBLIC CHARITIESFOR COMMUNITY.$1,000
GAVIN FOUNDATION
675 EAST 4TH STREET PO BOX E15SOUTH BOSTONMA021270004NONEPUBLIC CHARITIESFOR EMPOWERMENT.$50,000
GLOUCESTER MARITIME HERITAGE CENTER
23 HARBOR LOOPGLOUCESTERMA019305004NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
GOVERNOR'S ACADEMY
1 ELM STREETBYFIELDMA01922NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$5,000
GRACE EPISCOPAL CHURCH
76 ELDREDGE STREETNEWTONMA02458NONEPUBLIC CHARITIESFOR RELIGIOUS.$2,500
GREATER BOSTON FOOD BANK
70 SOUTH BAY AVENUEBOSTONMA02118NONEPUBLIC CHARITIESFOR COMMUNITY.$127,750
HARVARD ART MUSEUMS
32 QUINCY STREETCAMBRIDGEMA021385366NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$5,000
HARVARD MUSEUM OF SCIENCE & CULTURE
26 OXFORD STREETCAMBRIDGEMA02138NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$5,000
HARWICH CONSERVATION TRUST
PO BOX 101SOUTH HARWICHMA026610101NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$500
HEADING HOME
186 MASSACHUSETTS AVEBOSTONMA02115NONEPUBLIC CHARITIESFOR EMPOWERMENT.$27,400
HEARTH INC
1640 WASHINGTON STREETBOSTONMA02118NONEPUBLIC CHARITIESFOR EMPOWERMENT.$25,000
HISTORIC DEERFIELD
PO BOX 321DEERFIELDMA013420321NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$3,000
HOME BASE
125 NASHUA STREETBOSTONMA02114NONEPUBLIC CHARITIESFOR HEALTHCARE.$10,000
HOMES FOR OUR TROOPS
6 MAIN STREETTAUNTONMA027802733NONEPUBLIC CHARITIESFOR COMMUNITY.$5,000
HOMESTART INC
105 CHAUNCY STREET SUITE 502BOSTONMA02111NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$25,000
HOSPITALITY HOMES
PO BOX 15265BOSTONMA02215NONEPUBLIC CHARITIESFOR HEALTHCARE.$10,000
HUMAN RIGHTS CAMPAIGN FOUNDATION
1640 RHODE ISLAND AVE NWWASHINGTONDC20036NONEPUBLIC CHARITIESFOR EMPOWERMENT.$5,000
HYDE SQUARE TASK FORCE
PO BOX 301871JAMAICA PLAINMA02130NONEPUBLIC CHARITIESFOR COMMUNITY.$2,500
INNERCITY WEIGHTLIFTING
PO BOX 171313BOSTONMA02117NONEPUBLIC CHARITIESFOR EMPOWERMENT.$6,000
INSTITUTE FOR NONPROFIT PRACTICE
144 GOULD STREET SUITE 205NEEDHAMMA02494NONEPUBLIC CHARITIESFOR COMMUNITY.$25,000
INSTITUTE OF CONTEMPORARY ART BOSTON
25 HARBOR SHORE DRIVEBOSTONMA02210NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$10,000
JAMESON SINGERS INC
PO BOXARLINGTONMA02476NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$500
JULIE'S FAMILY LEARNING PROGRAM INC
133 DORCHESTER STREETSOUTH BOSTONMA021272637NONEPUBLIC CHARITIESFOR EMPOWERMENT.$5,000
KENNEDY CENTER FOR THE PERFORMING ARTS
2700 F STREET NWWASHINGTONDC20566NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$100,000
LAZARUS HOUSE MINISTRIES
PO BOX 408LAWRENCEMA01842NONEPUBLIC CHARITIESFOR COMMUNITY.$6,500
LET'S GET READY
89 SOUTH STREET SUITE 401BOSTONMA02111NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$45,000
LITERATIONS
25 KINGSTON STREET FLOOR 4BOSTONMA02111NONEPUBLIC CHARITIESFOR COMMUNITY.$15,000
LIVING DESERT
47900 PORTOLA AVENUEPALM DESERTCA92260NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$101,000
LOGAN MURPHY MENGOLD FOUNDATION
PO BOX 162SOUTHBURYCT06488NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$1,000
MAMA'S HOUSE
PO BOX 1816PALM DESERTCA922611816NONEPUBLIC CHARITIESFOR COMMUNITY.$5,000
MARIA MITCHELL ASSOCIATION
4 VESTAL STREETNANTUCKETMA025542609NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
MARTHA'S VILLAGE AND KITCHEN
83791 DATE AVENUEINDIOCA922014737NONEPUBLIC CHARITIESFOR COMMUNITY.$32,500
MARTIN DE PORRES HOUSE OF HOSPITALITY
225 POTRERO AVESAN FRANCISCOCA941034814NONEPUBLIC CHARITIESFOR HEALTHCARE.$500
MASS AUDOBON LINCOLN
208 SOUTH GREAT ROADLINCOLNMA01773NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$4,000
MASS MENTORING PARTNERSHIP
75 KNEELAND STREET 11TH FLOORBOSTONMA02111NONEPUBLIC CHARITIESFOR MENTORING.$16,000
MASSACHUSETTS DESIGN ART & TECHNOLOGY INSTITUTE
336 ACUSHNET AVENUE SUITE CNEW BEDFORDMA027406393NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$11,000
MASSACHUSETTS GOLF ASSOCIATION
300 ARNOLD PALMER BOULEVARDNORTONMA02766NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$1,000
MASSACHUSETTS HORTICULTURAL SOCIETY
THE GARDENS AT ELM BANKWELLESLEYMA02482NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
MASSACHUSETTS HOUSING AND SHELTER ALLIANCE
PO BOX 8638BOSTONMA02114NONEPUBLIC CHARITIESFOR COMMUNITY.$25,000
MASSACHUSETTS LAW REFORM INSTITUTE
40 COURT STREETBOSTONMA02108NONEPUBLIC CHARITIESFOR EMPOWERMENT.$1,000
MASSACHUSETTS MILITARY HEROES FUND
77 WARREN STREET BLDG 2 FL 1BRIGHTONMA02135NONEPUBLIC CHARITIESFOR COMMUNITY.$15,000
MASSACHUSETTS NONPROFIT NETWORK
2 ATLANTIC AVENUEBOSTONMA02110NONEPUBLIC CHARITIESFOR MEMBERSHIPS AND SUBS.$21,000
MCCALLUM THEATRE
73000 FRED WARING DRIVEPALM DESERTCA92260NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$55,000
MEADOWBROOK SCHOOL OF WESTON
10 FARM ROADWESTONMA024932493NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$3,000
MEDWAY COMMUNITY FARM
50 WINTHROP STREETMEDWAYMA020532327NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$1,000
MENTOR THE NATIONAL MENTORING PARTNERSHIP
201 SOUTH STREET SUITE 615BOSTONMA02111NONEPUBLIC CHARITIESFOR MENTORING.$160,000
MERRIMACK VALLEY FOOD BANK
735 BROADWAY STREETLOWELLMA01854NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
MERRIMACK VALLEY YMCA
360 MERRIMACK STREETLAWRENCEMA01843NONEPUBLIC CHARITIESFOR COMMUNITY.$10,600
MIDDLESEX SCHOOL
1400 LOWELL ROADCONCORDMA01742NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$10,000
MINDFULNESS DIRECTOR INITIATIVE
460 CHESTNUT STREETWRENTHAMMA02093NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$10,000
MONKS OF THE MOST BLESSED VIRGIN MARY OF
PO BOX 2747CODYWY82414NONEPUBLIC CHARITIESFOR RELIGIOUS.$5,000
MUSEUM OF FINE ARTS
465 HUNTINGTON AVENUEBOSTONMA02115NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$55,000
MUSEUM OF RUSSIAN ICONS
203 UNION STREETCLINTONMA015102903NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
MUSEUM OF SCIENCE
1 SCIENCE PARKBOSTONMA02114NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$3,000
NATIVITY PREPARATORY SCHOOL
39 LAMARTINE STREETJAMAICA PLAINMA02130NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$1,000
NATIVITY PREPARATORY SCHOOL OF NEW BEDFORD
66 SPRING STREETNEW BEDFORDMA027405957NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$25,000
NATIVITY SCHOOL OF WORCESTER
67 LINCOLN STREETWORCESTERMA016052634NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$33,000
NEIGHBORHOOD VILLAGES
PO BOX 240154BOSTONMA02124NONEPUBLIC CHARITIESFOR COMMUNITY.$50,000
NEW BEDFORD WHALING MUSEUM
18 JOHNNY CAKE HILLNEW BEDFORDMA027406398NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$7,500
NEW ENGLAND AQUARIUM
CENTRAL WHARFBOSTONMA021103399NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$1,000
NEW ENGLAND CENTER AND HOME FOR VETERANS
17 COURT STREETBOSTONMA02108NONEPUBLIC CHARITIESFOR COMMUNITY.$15,000
NEW ENGLAND QUILT MUSEUM
18 SHATTUCK STREETLOWELLMA01852NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
NICHOLS HOUSE MUSEUM
55 MOUNT VERNON STREETBOSTONMA021081330NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$1,500
NORTH ANDOVER HISTORICAL SOCIETY
153 ACADEMY RDNORTH ANDOVERMA01845NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$30,000
NORTH BENNET STREET SCHOOL
150 NORTH STREETBOSTONMA02109NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$10,000
OUR SISTERS' SCHOOL
145 BROWNELL AVENUENEW BEDFORDMA027401654NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$1,000
PALM DESERT SHERIFF SEARCH & RESCUE
73705 GERALD FORD DRPALM DESERTCA922112008NONEPUBLIC CHARITIESFOR COMMUNITY.$2,500
PALM SPRINGS ART MUSEUM
101 MUSEUM DRIVEPALM SPRINGSCA922632310NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$85,000
PALM SPRINGS INTERNATIONAL FILM SOCIETY
1700 EAST TAHQUITZ CANYON WAY SUITEPALM SPRINGSCA922627158NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$25,5003
PARTNERS FOR YOUTH WITH DISABILITIES
5 MIDDLESEX AVENUE SUITE 307SOMERVILLEMA021451110NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$2,500
PEGASUS THERAPEUTIC RIDING
PO BOX 13508PALM DESERTCA922553588NONEPUBLIC CHARITIESFOR HEALTHCARE.$5,000
PHILANTHROPY MASSACHUSETTS
133 FEDERAL STREET SUITE 802BOSTONMA021101703NONEPUBLIC CHARITIESFOR MEMBERSHIPS AND SUBS.$13,000
PILGRIM HALL MUSEUM
75 COURT STREETPLYMOUTHMA02360NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
PINE STREET INN
444 HARRISON AVENUEBOSTONMA02118NONEPUBLIC CHARITIESFOR COMMUNITY.$5,000
PINGREE SCHOOL
537 HIGHLAND STREETSOUTH HAMILTONMA01982NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$5,000
PLANNING OFFICE FOR URBAN AFFAIRS
84 STATE STREET SUITE 600BOSTONMA02109NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
POPE ST JOHN XXIII NATIONAL SEMINARY
558 SOUTH AVENUEWESTONMA02493NONEPUBLIC CHARITIESFOR RELIGIOUS.$1,000
PREPARATORY FOUNDATION
885 RIVER STREETHYDE PARKMA02136NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$1,000
PRISONERS' LEGAL SERVICES
50 FEDERAL STEETBOSTONMA021102509NONEPUBLIC CHARITIESFOR COMMUNITY.$500
PROJECT BREAD
145 BORDER STREETEAST BOSTONMA02128NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
PROJECT NEW HOPE
70 JAMES STREET SUITE 157WORCESTERMA01603NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
PROJECT PLACE
1145 WASHINGTON STREETBOSTONMA021182107NONEPUBLIC CHARITIESFOR COMMUNITY.$5,000
THE RANCH RECOVERY CENTERS INC
7885 ANNANDALE AVENUEDESERT HOT SPRINGSCA92240NONEPUBLIC CHARITIESFOR EMPOWERMENT.$10,000
REACH BEYOND DOMESTIC VIOLENCE
PO BOX 540024WALTHAMMA024540024NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
REVOLUTIONARY SPACES
310 WASHINGTON STREETBOSTONMA021084639NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$4,000
RIAN IMMIGRANT CENTER
ONE STATE STREET 800BOSTONMA02109NONEPUBLIC CHARITIESFOR EMPOWERMENT.$5,000
ROSE KENNEDY GREENWAY CONSERVANCY
185 KNEELAND STREETBOSTONMA021112712NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$4,000
SACRED HEART CHURCH AND CATHOLIC SCHOOL
43-775 DEEP CANYON ROADPALM DESERTCA92260NONEPUBLIC CHARITIESFOR RELIGIOUS.$27,500
SAINT FRANCIS HOUSE
39 BOYLSTON STREETBOSTONMA021164702NONEPUBLIC CHARITIESFOR COMMUNITY.$27,500
SAINT JOHN'S FOOD FOR THE POOR
44 TEMPLE STREETWORCESTERMA01604NONEPUBLIC CHARITIESFOR EMPOWERMENT.$5,000
SAINT JOSEPH CHURCH
225 SOUTH HIGH STREETBRIDGTONME04009NONEPUBLIC CHARITIESFOR RELIGIOUS.$1,500
SAINT SEBASTIAN'S SCHOOL
1191 GREENDALE AVENUENEEDHAMMA024924699NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$5,000
SALVATION ARMY MASSACHUSETTS DIVISION
25 SHAWMUT ROADCANTONMA02021NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
SANDWICH GLASS MUSEUM
PO BOX 103SANDWICHMA02563NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
SILVER LINING MENTORING
727 ATLANTIC AVENUEBOSTONMA02111NONEPUBLIC CHARITIESFOR MENTORING.$7,500
SISTERS OF ST JOSEPH OF BOSTON CASSERLY
637 CAMBRIDGE STREETBRIGHTONMA02135NONEPUBLIC CHARITIESFOR EMPOWERMENT.$5,000
SMITH COLLEGE MUSEUM OF ART
20 ELM STREET AT BEDFORD TERRACENORTHAMPTONMA01063NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
SPELLMAN MUSEUM OF STAMPS & POSTAL HISTORY
241 WELLESLEY STREETWESTONMA024931572NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
SPONTANEOUS CELEBRATIONS
45 DANFORTH STREETJAMAICA PLAINMA021301847NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$5,500
THE SPORTS MUSEUM
100 LEGENDS WAYBOSTONMA02114NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$10,500
SQUASHBUSTERS
795 COLUMBUS AVENUEROXBURY CROSSINGMA021202108NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$21,001
ST AIDAN'S CHAPEL
185 SMITH NECK ROADDARTMOUTHMA02748NONEPUBLIC CHARITIESFOR RELIGIOUS.$2,500
ST MARY ST CATHERINE OF SIENA PARISH
46 WINTHROP STREETCHARLESTOWNMA02129NONEPUBLIC CHARITIESFOR RELIGIOUS.$500
ST MARY'S CENTER FOR WOMEN & CHILDREN
90 CUSHING AVENUEDORCHESTERMA02125NONEPUBLIC CHARITIESFOR COMMUNITY.$25,000
ST PAUL PARISH
502 WASHINGTON STREETWELLESLEYMA02482NONEPUBLIC CHARITIESFOR RELIGIOUS.$1,000
TECH GOES HOME
867 BOYLSTON STREET FLOOR 5BOSTONMA02116NONEPUBLIC CHARITIESFOR COMMUNITY.$25,000
THE MOUNT EDITH WHARTON'S HOME
2 PLUNKETT STREETLENOXMA012400974NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
THE SUMMER CAMP
8 CHURCH STREETBRIDGTONME04009NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$25,000
TOP NOTCH SCHOLARS
60 ISLAND STREET SUITE 200LAWRENCEMA01840NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$2,500
TRAVIS ROY FOUNDATION
101 HUNTINGTON AVE STE 520BOSTONMA02199NONEPUBLIC CHARITIESFOR COMMUNITY.$2,000
TRUSTEES OF RESERVATIONS
200 HIGH STREET 4TH FLOORBOSTONMA02110NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$2,000
UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY
51 SLEEPER STREETBOSTONMA022101208NONEPUBLIC CHARITIESFOR COMMUNITY.$11,000
URBAN FOOD INITIATIVE INC
420 WASHINGTON STREETDORCHESTERMA02124NONEPUBLIC CHARITIESFOR COMMUNITY.$40,000
USS CONSTITUTION MUSEUM
PO BOX 291812BOSTONMA021290215NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,500
UTEC
15 WARREN STREET NO 3LOWELLMA01852NONEPUBLIC CHARITIESFOR EMPOWERMENT.$5,000
VETERANS INC
69 GROVE STREETWORCESTERMA016052600NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
VETERANS LEGAL SERVICES
PO BOX 8457BOSTONMA02114NONEPUBLIC CHARITIESFOR COMMUNITY.$25,000
VETERANS TRANSITION HOUSE
1297 PURCHASE STREETNEW BEDFORDMA02740NONEPUBLIC CHARITIESFOR EMPOWERMENT.$25,000
WANDERING SCHOLAR
81 OAK AVENUE 2BELMONTMA02478NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$2,000
WELLESLEY COMMUNITY CHILDREN'S CENTER
106 CENTRAL STREETWELLESLEYMA02481NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$1,000
WELLESLEY FOOD PANTRY
207 WASHINGTON STWELLESLEYMA02481NONEPUBLIC CHARITIESFOR COMMUNITY.$1,000
WEST END HOUSE BOYS & GIRLS CLUB
105 ALLSTON STREETALLSTONMA02134NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$27,500
WESTON SCOUTS
266 GLEN ROADWESTONMA024932237NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$2,500
WILLIAMS COLLEGE
1000 MAIN STREETWILLIAMSTOWNMA01267NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$1,000
WORCESTER COUNTY FOOD BANK
474 BOSTON TURNPIKESHREWSBURYMA01545NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
WORCESTER HISTORICAL MUSEUM
30 ELM STREETWORCESTERMA01609NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
WORLD CENTRAL KITCHEN
655 NEW YORK AVE NW 6 FLWASHINGTONDC20001NONEPUBLIC CHARITIESFOR HEALTHCARE.$5,000
WORLD OCEAN SCHOOL
PO BOX 51091BOSTONMA02205NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$5,000
XAVIER COLLEGE PREPARATORY HIGH SCHOOL
34-200 COOK STREETPALM DESERTCA92211NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$95,000
YEAR UP BOSTON
45 MILK STREETBOSTONMA02109NONEPUBLIC CHARITIESFOR COMMUNITY.$5,000
YMCA OF GREATER BOSTON
18 TREMONT STREETBOSTONMA02108NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$20,000
ZOO NEW ENGLAND
ONE FRANKLIN PARK ROADBOSTONMA02121NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$18,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,918,739TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOSTON COLLEGE
140 COMMONWEALTH AVENUECHESTNUT HILLMA02467NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$200,000
BOSTON PUBLIC LIBRARY FUND
700 BOYLSTON STREETBOSTONMA021162813NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$50,000
MASSACHUSETTS NONPROFIT NETWORK
2 ATLANTIC AVENUEBOSTONMA02110NONEPUBLIC CHARITIESFOR MEMBERSHIPS AND SUBS.$10,000
EISENHOWER HEALTH FOUNDATION
39000 BOB HOPE DRIVERANCHO MIRAGECA922703221NONEPUBLIC CHARITIESFOR HEALTHCARE.$400,000
CAMP HARBOR VIEW
200 CLARENDON STREET FL 60BOSTONMA02116NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$200,000
KENNEDY CENTER FOR THE PERFORMING ARTS
2700 F STREET NWWASHINGTONDC20566NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$910,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$150,714ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business523000BusinessCd
Exclusion14ExclusionCd
Exclusion$1,858,981ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Business523000BusinessCd
Exclusion16ExclusionCd
Exclusion-$50,784ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Exclusion01ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Exclusion18ExclusionCd
Exclusion$1,112,223ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,071,134ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,071,134TotalIncomeProducingActyAmt

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 (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING SERVICES AND TAX PREPARATION$80,000$48,000$32,000
CONSULTING$131,740$78,844$52,896

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (23 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
SOFTWARE2003-06-27$24,769$24,769SL5.000000000000$0$0
WEBSITE DEVELOPMENT2007-06-15$11,854$11,854200DB3.000000000000$0$0
FURNITURE2007-07-01$3,475$3,475SL7.000000000000$0$0
COMPUTER EQUIPMENT2007-07-01$12,127$12,127SL5.000000000000$0$0
EQUIPMENT2008-01-17$3,297$3,297SL5.000000000000$0$0
FURNITURE2009-01-12$790$790SL7.000000000000$0$0
FURNITURE2009-12-16$880$880SL7.000000000000$0$0
WEBSITE DEVELOPMENT2009-10-01$6,602$6,602SL3.000000000000$0$0
HP COMPUTER BUNDLE2010-07-31$21,395$21,395SL5.000000000000$0$0
CYBER GRANTS SOFTWARE2010-04-21$19,250$19,250SL5.000000000000$0$0
ENVIRONMENT @ WORK BUNDLE2010-07-31$58,273$58,273SL7.000000000000$0$0
LEASEHOLD IMPROVEMENTS2010-07-31$119,021$119,021SL5.000000000000$0$0
WEB SITE2011-03-30$1,955$1,955SL3.000000000000$0$0
LEASEHOLD IMPROVEMENTS2011-06-17$1,063$1,063SL5.000000000000$0$0
FURNITURE2011-07-15$8,909$8,909SL7.000000000000$0$0
LEASEHOLD IMPROVEMENTS2011-05-06$4,350$4,350SL5.000000000000$0$0
COMPUTER ROUTER2013-01-29$1,213$1,213SL5.000000000000$0$0
BACK UP UNIT2014-10-08$2,500$2,500SL5.000000000000$0$0
NEW COMPUTER SERVER2015-10-01$14,577$14,577SL5.000000000000$0$0
DELL COMPUTER2016-04-03$1,015$1,015SL5.000000000000$0$0
WEB SITE2016-02-24$28,850$28,850SL3.000000000000$0$0
COMPUTER EQUIPMENT2017-07-19$1,520$1,368SL5.000000000000$152$0
COMPUTER EQUIPMENT2019-04-23$1,506$753SL5.000000000000$301$0

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
SUBORDINATE CONSOLIDATION EXPLANATIONFORM 990-PFUNDER SECTION 1504(E), TWO OR MORE ORGANIZATIONS EXEMPT FROM TAXATION UNDER SECTION 501 - ONE OR MORE OF WHICH IS DESCRIBED IN SECTION 501(C)(2) AND THE OTHERS OF WHICH DERIVE INCOME FROM SUCH 501(C)(2) ORGANIZATIONS, SHALL BE CONSIDERED AS INCLUDIBLE CORPORATIONS FOR THE PURPOSE OF THE APPLICATION OF SUBSECTION (A) TO SUCH ORGANIZATION ALONE. AS A RESULT A 501(C)(2) MAY FILE A CONSOLIDATED INCOME TAX RETURN WITH ITS TAX-EXEMPTPARENT.THIS CONSOLIDATED RETURN CONTAINS THE TAX INFORMATION FOR:THE HIGHLAND STREET CONNECTION 04-3048298 PARENT 501(C)(3)REAL ESTATE EDUCATIONAL FACILITIES, INC. 04-3552218 SUBSIDIARY 501(C)(2)ELEPHANT HOUSE FOUNDATION, INC. 41-2031284 SUBSIDIARY 501(C)(2)
PART VI-B, LINE 1A(4)FORM 990-PF, PART VI-B, LINE 1A(4)THE TRUSTEES ARE REIMBURSED BY HIGHLAND STREET FOR EXPENSES THEY INCUR IN CARRYING OUT THE EXEMPT PURPOSE OF THE ORGANIZATION.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BOSTON PARTNERS EQUITIES$4,475,456$5,808,333
SANDS CAPITAL MANAGEMENT$2,415,517$2,486,609
SYKES DATRONICS$3,055$3,055
BROAD RUN FOCUS$2,461,868$3,293,905

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
COLLECTIBLES AND ARTWORKAT COST$38,291$38,291
LEXINGTON CAPITAL PARTNERSFMV$393,512$153,403
INVESTMENT - REITSFMV$0$4,647
SPECIAL OPPORTUNITIES FUND IIIFMV$40,128$69,074
PATRON CAPITAL III & IVFMV$440,504$149,535
SANKATY CREDIT OPPORTUNITIES (OFFSHORE) IVFMV$955$955
VANGUARD EMERGING MKT STOCK INDEXFMV$3,444,352$2,853,529
VANGUARD FIXED 500 INDEXFMV$7,220,439$7,738,766
IR&M US BANKFMV$1,989,577$1,456,746

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (23 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
SOFTWARE$24,769$24,769$0
WEBSITE DEVELOPMENT$11,854$11,854$0
FURNITURE$3,475$3,475$0
COMPUTER EQUIPMENT$12,127$12,127$0
EQUIPMENT$3,297$3,297$0
FURNITURE$790$790$0
FURNITURE$880$880$0
WEBSITE DEVELOPMENT$6,602$6,602$0
HP COMPUTER BUNDLE$21,395$21,395$0
CYBER GRANTS SOFTWARE$19,250$19,250$0
ENVIRONMENT @ WORK BUNDLE$58,273$58,273$0
LEASEHOLD IMPROVEMENTS$119,021$119,021$0
WEB SITE$1,955$1,955$0
LEASEHOLD IMPROVEMENTS$1,063$1,063$0
FURNITURE$8,909$8,909$0
LEASEHOLD IMPROVEMENTS$4,350$4,350$0
COMPUTER ROUTER$1,213$1,213$0
BACK UP UNIT$2,500$2,500$0
NEW COMPUTER SERVER$14,577$14,577$0
DELL COMPUTER$1,015$1,015$0
WEB SITE$28,850$28,850$0
COMPUTER EQUIPMENT$1,520$1,520$0
COMPUTER EQUIPMENT$1,506$1,054$452

Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch

Note Payable NotePayableGrp (2 entries)

Insider RelationshipInsiderRelationshipTxtLoan OriginalLoanOriginalAmtBalance DueBalanceDueAmtRepayment TermsRepaymentTermsTxtInterestInterestRtSecurity Provided BorrowerSecurityProvidedBorrowerTxtLoan PurposeLoanPurposeTxtLender ConsiderationLenderConsiderationDescNoteNoteDt
NATIONAL PHILANTHROPIC TRUST
DONOR ADVISED FUND OF FORMER TRUSTEE$6,258,000$03 YEARS6.500000000000CASH AND SECURITIESNOTE IN LIEU OF DISTRIBUTION OF ILLIQUID ASSETSCASH AND SECURITIES
US BANK (LINE OF CREDIT)
NONE$6,000,000$14,000,000DEMAND1.050000000000CASH AND SECURITIES IN INVESTMENT ACCOUNTLEND TO 501(C)(3) - SEE NOTES RECEIVABLECASH AND SECURITIES2020-03

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT - PARTNERSHIPSDesc
BOY Book Value$33,393,048BOYBookValueAmt
EOY Book Value$34,480,180EOYBookValueAmt
EOYFMV$45,385,803EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescHIGHLAND PARTNERS CHARITABLE FUND UNDER EXPENDITURE RESPONSIBILITY AGREEMENTDesc
Amt$6,467Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (26 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$612$0$612
OFFICE SUPPLIES AND EXPENSES$4,463$0$4,463
PORTFOLIO DEDUCTIONS - K-1'S$440,224$440,224$0
TELEPHONE$7,278$0$7,278
NONDEDUCTIBLE PORTION OF DONATIONS$750$0$750
POSTAGE AND COURIER SERVICE$3,259$0$3,259
INSURANCE$24,743$0$24,743
EXPENSES RELATED TO TADPOLE PLAYGROUND & PROGRAMS$45,226$0$45,226
DUES AND SUBSCRIPTIONS$8,889$0$8,889
DONATIONS PER K-1'S$9,644$0$9,644
COMPUTER & WEB EXPENSES$32,293$0$32,293
COMMUNITY IMPACT CONSULTANTS PROGRAM$165,619$0$165,619
PHOTOCOPIER LEASE$3,153$0$3,153
SECURITY$2,346$0$2,346
PAYROLL FEES$6,299$0$6,299
HOLIDAY PROGRAM$32,068$0$32,068
59(E)(2) EXPENDITURES PER K-1'S$23,194$23,194$0
HIGHLAND HITTERS - RED SOX$28,054$0$28,054
HIGHLAND HAT TRICKS - BRUINS$31,054$0$31,054
HIGHLAND HOOPS - CELTICS$17,953$0$17,953
ROYALTY EXPENSES PER K-1'S$12,649$12,649$0
HIGHLAND HEADERS - REVOLUTION$25,988$0$25,988
SPECIAL EVENTS$14,921$0$14,921
OUT OF THE PARK PROGRAM$29,189$0$29,189
WINTER CAMP$14,238$0$14,238
NET RENTAL LOSS PER K-1S$50,785$50,785$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ROYALTY INCOME PER K-1'S$97,112$97,112$97,112
OTHER LOSSES PER K-1'S-$308,579-$308,579-$308,579
CANCELLATION OF DEBT PER K-1'S$1,774$1,774$1,774
SEC 988 PER K-1'S$807$807$807
OTHER PORTFOLIO INCOME PER K-1'S$22,677$22,677$22,677
OTHER INVESTMENT INCOME$343,241$343,241$343,241
SEC 1296 PER K-1'S-$469,857-$469,857-$469,857
OTHER INCOME$19,030$19,030$19,030

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
CREDIT CARD PAYABLE$2,693$11,457
EMPLOYEE WITHHOLDINGS - FSA-$154$692

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$184,642$184,642$0
INVESTMENT FEES$250,000$250,000$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FED EXCISE TAX ON INVEST INCOME & UBTI$80,304$0$0
MASS FORM PC & ANNUAL REPORTS$600$0$0
FOREIGN TAX WITHHELD$63,768$63,768$0
PAYROLL TAXES$48,297$3,930$44,367
OTHER TAX PAYMENTS$22,220$22,220$0