THE HYAMS FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE HYAMS FOUNDATION INC (EIN 04-6013680)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349106212
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T18:14:31-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046013680 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hyams Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HYAM | BusinessNameControlTxt |
| Phone | 6174265600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 South Street 404 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lisa Owens | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 6174265600 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Lisa | PersonFirstNm |
| Person Last | Owens | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kurt Coburn | PreparerPersonNm |
| PTIN | P01638285 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $130,800,910 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $525,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,459 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,459 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,132,312 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,132,312 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,324,070 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,107,596 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,327,106 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,854,413 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,979,876 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,843,254 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,446,753 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $422,104 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $63,316 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $358,789 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $881,204 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $35,248 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $845,956 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $354,703 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $20,559 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $325,234 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $40,199 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $40,199 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $64,940 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $38,761 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $24,282 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $838,295 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $730,221 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $78,603 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,441 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,441 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $131,320 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,253 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $126,067 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $35,341 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,387 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $33,927 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $549 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $22 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $517 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,020,709 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $851,245 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $126,555 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,790,805 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,747,453 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,960,129 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,511,063 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,637,752 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,301,868 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,747,453 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,597,881 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,541,386 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,699,300 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $206,206 | CashBOYAmt |
| Cash EOY | $207,161 | CashEOYAmt |
| Cash EOYFMV | $207,161 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,242,878 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,272,302 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,272,302 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $57,340 | AcctRcvblAmt |
| Acct Rcvbl BOY | $49,531 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $57,340 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $57,340 | AcctRcvblEOYFMVAmt |
| Grants Receivable EOY | $150,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $150,000 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $15,839 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $20,933 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $20,933 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $66,150,084 | CorporateStockBOYAmt |
| Corporate Stock EOY | $41,703,477 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $41,703,477 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $89,333,664 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $80,870,751 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $80,870,751 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $253,888 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $253,888 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $4,846,139 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,518,946 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,518,946 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $163,844,341 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,800,910 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $130,800,910 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $120,982 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $22,454 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,305,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,272,747 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $603,417 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $180,540 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,029,399 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,475,741 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $43,386,360 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $32,058,374 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $118,428,582 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $95,266,795 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $161,814,942 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $127,325,169 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $163,844,341 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $130,800,910 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $161,814,942 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,541,386 | ExcessRevenueOverExpensesAmt |
| Other Increases | $562,877 | OtherIncreasesAmt |
| Subtotal | $164,919,205 | SubtotalAmt |
| Other Decreases | $37,594,036 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $127,325,169 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly traded securities | $19,282,605 | $10,211,533 | $9,071,072 | $9,071,072 | |||
| Capital gain distributions | $341,909 | $341,909 | $341,909 | P | |||
| Distributions in excess of basis | $15,951 | $15,951 | $15,951 | P | |||
| Passthrough K-1 capital gain | $50,709 | $50,709 | $50,709 | P | |||
| Gruss DV Master Fund, Ltd. | $8,621 | $30,919 | -$22,298 | -$22,298 | P | 2014-01-28 | 2022-08-10 |
| Metropolitan Real Estate Partners IV-A, L.P. | $81,591 | $426,205 | -$344,614 | -$344,614 | P | 2006-08-31 | 2022-12-13 |
| Japan Chickadee Fund Ltd. | $1,582,077 | $1,111,833 | $470,244 | $470,244 | P | 2013-12-01 | 2022-04-20 |
| Pennant Windward Fund, Ltd. | $744,133 | $744,133 | $744,133 | P | 2013-12-23 | 2022-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,327,106 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $162,620 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $162,620 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $162,620 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $398,301 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $398,301 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $235,681 | OverpaymentAmt |
| Applied To ES Tax | $235,681 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.hyamsfoundation.org | WebsiteAddressTxt |
| Individual With Books | Mark Paley | IndividualWithBooksNm |
| Phone | 6174265600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 South Street Suite 404 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| Penn Loh | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Board Chair/Trustee | 5.00 | $30,000 | $0 | $0 |
| Lily Mendez-Morgan | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Co-Chair/Trustee | 2.00 | $20,000 | $0 | $0 |
| Omar Simmons | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Treasurer/Trustee | 2.00 | $20,000 | $0 | $0 |
| Iris Gomez | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Clerk/Trustee | 2.00 | $16,000 | $0 | $0 |
| Julie Goodridge | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Assist Treasurer/Trustee | 2.00 | $16,000 | $0 | $0 |
| Lucas H Guerra | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Trustee | 2.00 | $16,000 | $0 | $0 |
| Rahsaan Hall | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Trustee | 2.00 | $20,000 | $0 | $0 |
| Karen L Mapp | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Trustee | 2.00 | $20,000 | $0 | $0 |
| Martella Wilson-Taylor | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Trustee | 2.00 | $16,000 | $0 | $0 |
| Lisa Owens | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Executive Director | 40.00 | $248,104 | $57,916 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Mark Paley | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Dir of Admin/Finance | 40.00 | $211,333 | $49,560 | $0 |
| David Moy | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Deputy Director | 40.00 | $186,872 | $39,415 | $0 |
| Nahir Torres | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Sr. Program Officer | 40.00 | $134,060 | $23,168 | $0 |
| Maria Mulkeen | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Program Officer | 40.00 | $111,392 | $21,221 | $0 |
| Paola Miranda | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Fellow | 40.00 | $78,418 | $7,032 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Cambridge Associates LLC | |||||
| 125 High Street | Boston | MA | 02110 | Investment consulting | $280,885 |
| Fluxx Labs Inc | |||||
| 2261 Market Street 4060 | San Francisco | CA | 94114 | Grant technology services | $63,607 |
| Varadero Capital LP | |||||
| 452 5th Avenue 30th Floor | New York | NY | 10018 | Investment management | $57,976 |
| Axiom Investors LLC | |||||
| 33 Benedict Place 2nd Floor | Greenwich | CT | 06830 | Investment management | $50,222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | East Boston Neighborhood Trust Holdings LLC (EBNT) - PRI loan for a period of fifteen years. EBNT agreed to use the loan funds to acquire and provide permanently affordable rental housing stock throughout East Boston. | Description1Txt |
| Expenses1 | $1,000,000 | Expenses1Amt |
| Total | $1,000,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $51,660,328 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,295,240 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $82,370,751 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $137,326,319 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $137,326,319 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,059,895 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $135,266,424 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,763,321 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,763,321 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $162,620 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $162,620 | TotalTaxAmt |
| Distributable Before Adj | $6,600,701 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $525,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,125,701 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,125,701 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,597,881 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,000,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,597,881 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,125,701 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $356,660 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $284,922 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,001,588 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $847,069 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,490,239 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,597,881 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $325,000 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,125,701 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,147,180 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,962,419 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $325,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $31,660 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,605,759 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $284,922 | ExcessFromYear4Amt |
| Excess From Year3 | $1,001,588 | ExcessFromYear3Amt |
| Excess From Year2 | $847,069 | ExcessFromYear2Amt |
| Excess From Current Year | $1,472,180 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Lisa Owens The Hyams Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 South Street Suite 404 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174265600 | RecipientPhoneNum |
| Recipient Email Address | Grants@hyamsfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | See https://hyamsfoundation.org/how-to-apply/ for information. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | There are no deadlines. | SubmissionDeadlinesTxt |
| Restrictions On Awards | See https://hyamsfoundation.org/funding-eligibility/ and https://hyamsfoundation.org/funding-criteria/ for information. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| African Community Economic Development of New England | ||||||||
| 48 John Eliot Square | Boston | MA | 02119 | N/A | PC | 20th Anniversary Celebration/Community Development Capacity and Power Building Project | $45,000 | |
| Alternatives for Community & Environment | ||||||||
| 2201 Washington St Suite 302 | Roxbury | MA | 02119 | N/A | PC | General support - Hyams employee donation match | $200 | |
| Alternatives for Community & Environment | ||||||||
| 2201 Washington St Suite 302 | Roxbury | MA | 02119 | N/A | PC | General support | $75,000 | |
| American Civil Liberties Union Fdn | ||||||||
| One Center Plaza Suite 850 | Boston | MA | 02110 | N/A | PC | General support - Hyams employee donation match | $50 | |
| American Civil Liberties Union Fdn | ||||||||
| One Center Plaza Suite 850 | Boston | MA | 02108 | N/A | PC | Racial Justice Program | $45,000 | |
| Asian American PacificIslanders in Phila | ||||||||
| 1714 Franklin Street Suite 386 | Oakland | CA | 94612 | N/A | PC | 2022 Membership | $2,500 | |
| Asian American Resource Workshop | ||||||||
| 42 Charles St Suite D | Dorchester | MA | 02122 | N/A | PC | General support - Hyams employee donation match | $207 | |
| Asian American Resource Workshop | ||||||||
| 42 Charles St Suite D | Dorchester | MA | 02122 | N/A | PC | ADA, Not For Sale project, Pan Asian Narrative Strategy team project, SEARR, and general support | $181,000 | |
| Association Black Fdn Exec | ||||||||
| 55 Exchange Place Suite 401 | New York | NY | 10005 | N/A | PC | 2022 Philanthropic Institutional Membership | $2,500 | |
| AYNI Institute | ||||||||
| 19 Meridian Street 2nd Floor No 4 | Boston | MA | 02128 | N/A | PC | General support - Hyams employee donation match | $103 | |
| AYNI Institute | ||||||||
| 19 Meridian Street 2nd Floor No 4 | Boston | MA | 02128 | N/A | PC | Neighbors United for a Better East Boston | $50,000 | |
| Bikes Not Bombs Inc | ||||||||
| 284 Amory Street | Jamaica Plain | MA | 02130 | N/A | PC | General support - Hyams employee donation match | $513 | |
| Black Economic Council of Massachusetts | ||||||||
| 1 Beacon Street Suite 1500 | Boston | MA | 02108 | N/A | PC | General support - Hyams employee donation match | $52 | |
| Black Economic Council of Massachusetts | ||||||||
| 1 Beacon Street Suite 1500 | Boston | MA | 02108 | N/A | PC | Black Mass Coalition and general support | $110,000 | |
| Boston Affordable Housing Coalition | ||||||||
| 42 Seaverns Avenue | Jamaica Plain | MA | 02130 | N/A | PC | General support | $35,000 | |
| Boston Alliance of Gay and Lesbian Youth | ||||||||
| 28 Court Square | Boston | MA | 02108 | N/A | PC | Massachusetts Transgender Political Coalition and general support | $60,000 | |
| Boston Chinatown Nghbd Ctr | ||||||||
| 885 Washington St | Boston | MA | 02111 | N/A | PC | General support - Hyams employee donation match | $1,000 | |
| Boston Foundation Inc | ||||||||
| 75 Arlington Street 3rd floor | Boston | MA | 02116 | N/A | PC | General support - Hyams employee donation match | $2,000 | |
| Boston Foundation Inc | ||||||||
| 75 Arlington Street 3rd floor | Boston | MA | 02116 | N/A | PC | Home Funders Management and Convening | $25,000 | |
| Boston Impact Initiative Fund | ||||||||
| 14 Chestnut Pl Unit 1 | Jamaica Plain | MA | 02130 | N/A | SO I | City Life/Vida Urbanas Participation in BIIs Fund-Building Cohort and general support | $100,000 | |
| Boston Neighborhood Community Land Trust | ||||||||
| 550 Dudley Street | Roxbury | MA | 02119 | N/A | PC | General support - Hyams employee donation match | $207 | |
| Boston Neighborhood Community Land Trust | ||||||||
| 550 Dudley Street | Roxbury | MA | 02119 | N/A | PC | General support | $45,000 | |
| Boston Tenant Coalition Inc | ||||||||
| 11 Beacon Street Suite 510 | Boston | MA | 02108 | N/A | PC | General support | $50,000 | |
| Brazilian Women's Group | ||||||||
| 697 Cambridge St Suite 106 | Brighton | MA | 02135 | N/A | PC | Workers Voices are Powerful! Organizing and Empowering Brazilian Workers | $35,000 | |
| Brazilian Worker Center Inc | ||||||||
| 14 Harvard Ave 2nd Floor | Allston | MA | 02134 | N/A | PC | General support | $60,000 | |
| Brockton Interfaith Community Inc | ||||||||
| 1350 Pleasant Street | Brockton | MA | 02301 | N/A | PC | General support | $50,000 | |
| Center for Economic Democracy | ||||||||
| 769 Centre Street Suite 143 | Boston | MA | 02130 | N/A | PC | General support - Hyams employee donation match | $1,619 | |
| Center for Economic Democracy | ||||||||
| 769 Centre Street Suite 143 | Boston | MA | 02130 | N/A | PC | Boston Ujima, Center for Cooperative Development and Solidarity, Solidarity Economy Initiative | $225,000 | |
| Center for Labor Educ & Research | ||||||||
| 375 Centre Street | Boston | MA | 02130 | N/A | PC | General support - Hyams employee donation match | $206 | |
| Center for Labor Educ & Research | ||||||||
| 375 Centre Street | Boston | MA | 02130 | N/A | PC | Data Integration Pilot, leadership development, narrative strategy and re-branding | $150,000 | |
| Centro Presente Inc | ||||||||
| 12 Bennington Street Suite 202 | East Boston | MA | 02128 | N/A | PC | General support | $50,000 | |
| Chinatown Community Land Trust Inc | ||||||||
| 28 Ash Street | Boston | MA | 02111 | N/A | PC | General support - Hyams employee donation match | $3,565 | |
| Chinatown Community Land Trust Inc | ||||||||
| 28 Ash Street | Boston | MA | 02111 | N/A | PC | General support | $45,000 | |
| Chinese Progressive Assoc | ||||||||
| 28 Ash Street | Boston | MA | 02111 | N/A | PC | Anniversary Event, executive transition, data migration and integration, flood recovery, and general support | $175,000 | |
| Citizens for Juvenile Justice | ||||||||
| 44 School Street Suite 415 | Boston | MA | 02108 | N/A | PC | General support | $55,000 | |
| CommonWealth Kitchen | ||||||||
| 196 Quincy Ave | Dorchester | MA | 02121 | N/A | PC | Holiday Gift Boxes | $194,435 | |
| Community Labor United Inc | ||||||||
| 8 Beacon St 5th Floor | Boston | MA | 02108 | N/A | PC | General support - Hyams employee donation match | $200 | |
| Community Labor United Inc | ||||||||
| 8 Beacon St 5th Floor | Boston | MA | 02108 | N/A | PC | Democracy HUBs Boston Redistricting Education, New England United for Justice, and general support | $370,000 | |
| Confluence Philanthropy Inc | ||||||||
| 54 West 40th Street Suite 1129 | New York | NY | 10018 | N/A | PC | 2022 Membership | $5,000 | |
| Congregacion Leon de Juda | ||||||||
| 68 Northampton Street | Boston | MA | 02118 | N/A | PC | Agencia ALPHA Project | $45,000 | |
| Dudley Street Neighborhood Initiative | ||||||||
| 550 Dudley Street | Roxbury | MA | 02119 | N/A | PC | General support - Hyams employee donation match | $106 | |
| Dudley Street Neighborhood Initiative | ||||||||
| 550 Dudley Street | Roxbury | MA | 02119 | N/A | PC | Greater Boston Community Land Trust Network, leadership transition, and general support | $140,000 | |
| Exponent Philanthropy | ||||||||
| 1720 N St NW | Washington | DC | 20036 | N/A | PC | 2022 Membership | $795 | |
| Families for Justice as Healing | ||||||||
| 100R Warren Street | Roxbury | MA | 02119 | N/A | PC | General support - Hyams employee donation match | $100 | |
| Families for Justice as Healing | ||||||||
| 100R Warren Street | Roxbury | MA | 02119 | N/A | PC | General support | $45,000 | |
| Fenway Community Development Corporation | ||||||||
| 70 Burbank Street | BOSTON | MA | 02115 | N/A | PC | Building resident power for a more affordable and equitable Fenway | $35,000 | |
| Foundation Financial Officers Group Inc | ||||||||
| 19 Mantua Rd | Mt Royal | NJ | 08061 | N/A | PC | 2022 Membership | $1,550 | |
| Friends of St Stephen's Youth Program | ||||||||
| 149 Shawmut Avenue | Boston | MA | 02118 | N/A | PC | Parent Mentoring & Advocacy Project - General Grant | $40,000 | |
| Grantmakers Concerned with Immigrants & R | ||||||||
| PO Box 2178 | Petaluma | CA | 94953 | N/A | PC | 2022 Membership | $3,750 | |
| Greater Boston Interfaith Organization | ||||||||
| 1803 Dorchester Avenue | Boston | MA | 02124 | N/A | PC | General support | $50,000 | |
| GreenRoots | ||||||||
| 227 Marginal Street Suite 1 | Chelsea | MA | 02150 | N/A | PC | General support - Hyams employee donation match | $412 | |
| GreenRoots | ||||||||
| 227 Marginal Street Suite 1 | Chelsea | MA | 02150 | N/A | PC | Forbes St/Chelsea Land Trust Initiative and general support | $80,000 | |
| Haymarket Peoples Fund | ||||||||
| 42 Seaverns Avenue | Jamaica Plain | MA | 02130 | N/A | PC | General support - Hyams employee donation match | $210 | |
| Immigrant Family Services Institute | ||||||||
| 1626 Blue Hill Ave | Mattapan | MA | 02126 | N/A | PC | General support | $40,000 | |
| Jobs with Justice Education Fund | ||||||||
| 1150 Connecticut Avenue NW Suite | Washington | DC | 20036 | N/A | PC | Mass Jobs with Justice - Phase II Foundation Field Building Design Team | $25,000 | 200 |
| Justice 4 housing | ||||||||
| 41 Round Hill Street | Boston | MA | 02130 | N/A | PC | BHA Administrative Updates Project | $15,000 | |
| Justice At Work | ||||||||
| 33 Harrison Avenue Suite 501 | Boston | MA | 02111 | N/A | PC | General support - Hyams employee donation match | $1,000 | |
| Justice At Work | ||||||||
| 33 Harrison Avenue Suite 501 | Boston | MA | 02111 | N/A | PC | General support | $50,000 | |
| Justice Funders | ||||||||
| 436 14th St Ste 700 | Oakland | CA | 94612 | N/A | PC | 2022 Institutional Membership | $5,000 | |
| La Colaborativa (Chelsea Collaborative) | ||||||||
| Chelsea Collaborative 318 Broadway | Chelsea | MA | 02150 | N/A | PC | General support - Hyams employee donation match | $206 | |
| La Colaborativa (Chelsea Collaborative) | ||||||||
| Chelsea Collaborative 318 Broadway | Chelsea | MA | 02150 | N/A | PC | General support | $75,000 | |
| Lawyers for Civil Rights | ||||||||
| 61 Batterymarch Street 5th Floor | Boston | MA | 02110 | N/A | PC | General support | $60,000 | |
| Level Ground Mixed Martial Arts | ||||||||
| 527 Columbia Road | Boston | MA | 02125 | N/A | PC | General support - Hyams employee donation match | $3,000 | |
| Mass Senior Action Council Inc | ||||||||
| 108 Myrtle Street Suite 112 | Quincy | MA | 02171 | N/A | PC | General support | $70,000 | |
| Massachusetts Advocates for Children | ||||||||
| 25 Kingston Street Suite 2F | Boston | MA | 02111 | N/A | PC | General support | $40,000 | |
| Massachusetts Affordable Housing | ||||||||
| 1803 Dorchester Avenue | Dorchester | MA | 02124 | N/A | PC | General support | $35,000 | |
| Massachusetts Budget & Policy Center | ||||||||
| 1 State Street Suite 1250 | Boston | MA | 02109 | N/A | PC | Delivering on Equity, MassBudget Communications Transition, and general support | $130,000 | |
| Massachusetts Coalition for Occupational | ||||||||
| 42 Charles Street Suite D | Dorchester | MA | 02122 | N/A | PC | Immigrant and Youth Worker Justice | $75,000 | |
| Massachusetts Communities Action Network | ||||||||
| 14 Cushing Avenue | Dorchester | MA | 02125 | N/A | PC | Carry it Forward and I Have a Future projects and general support | $135,000 | |
| Massachusetts Immigrant & Refugee Advocacy Coalition | ||||||||
| 105 Chauncy Street Suite 901 | Boston | MA | 02111 | N/A | PC | General support | $80,000 | |
| Massachusetts Law Reform Institute | ||||||||
| 40 Court Street STE700 | Boston | MA | 02108 | N/A | PC | Housing Justice, Equity and Preservation Project | $50,000 | |
| Massachusetts Legal Assistance Corp | ||||||||
| 18 Tremont Street Suite 1010 | Boston | MA | 02108 | N/A | PC | The Greater Boston Immigrant Defense Fund | $75,000 | |
| Massachusetts Voter Education Network | ||||||||
| 41 West Street Suite 700 | Boston | MA | 02121 | N/A | PC | Democracy Hub Initiative and general support | $125,000 | |
| Mission Investors Exchange | ||||||||
| 105 W 86th St 358 | New York | NY | 10024 | N/A | PC | 2022 Membership | $3,000 | |
| Muslim Justice League | ||||||||
| 8th Floor 745 Atlantic Avenue | Boston | MA | 02111 | N/A | PC | General support | $50,000 | |
| National Committee for Responsive Philant | ||||||||
| 1900 L Street NW Suite 825 | Washington | DC | 20036 | N/A | PC | 2022 Membership | $3,000 | |
| Neighbor to Neighbor MA Ed Fund Inc | ||||||||
| 8 Beacon Street 5Th Floor | Boston | MA | 02108 | N/A | PC | General support | $60,000 | |
| Neighborhood Funders Group Inc | ||||||||
| 548 Market Street 95631 | Oakland | CA | 94612 | N/A | PC | 2022 Membership | $3,000 | |
| NEO Philanthropy | ||||||||
| 1001 Avenue of the Americas 12th | New York | NY | 10018 | N/A | PC | 2022 FCCP Membership | $4,000 | Floor |
| North American Indian Center of Boston | ||||||||
| 105 South Huntington Ave | Boston | MA | 02130 | N/A | PC | Black and Indigenous Resistance Fund | $50,000 | |
| PEAK Grantmaking | ||||||||
| 1701 Pennsylvania Avenue NW Suite | Washington | DC | 20006 | N/A | PC | 2022 Membership | $2,000 | 200 |
| Philanthropy Massachusetts | ||||||||
| 133 Federal Street Suite 802 | Boston | MA | 02110 | N/A | PC | 2022 Membership and Democracy/Mass. Legal Aid/Social Justice Funders Networks | $32,750 | |
| Pioneer Valley Project Inc | ||||||||
| 45 Maple Street | Springfield | MA | 01105 | N/A | PC | General support - Hyams employee donation match | $103 | |
| Pioneer Valley Project Inc | ||||||||
| 45 Maple Street | Springfield | MA | 01105 | N/A | PC | Pioneer Valley Project | $50,000 | |
| Political Research Associates | ||||||||
| 1310 Broadway Suite 201 | Somerville | MA | 02144 | N/A | PC | General support - Hyams employee donation match | $253 | |
| Resist | ||||||||
| PO Box 301240 | Jamaica Plain | MA | 02130 | N/A | PC | General support - Hyams employee donation match | $1,452 | |
| Resist | ||||||||
| PO Box 301240 | Jamaica Plain | MA | 02130 | N/A | PC | Boston Education Justice Alliance, Matahari Women Workers' Center, Reclaim Roxbury, other projects, and general support | $466,180 | |
| Right to the City Alliance | ||||||||
| 388 Atlantic Avenue | Brooklyn | NY | 11217 | N/A | PC | Expanding SNOL's Capacity, Right to the City Boston, Springfield No One Leaves projects | $135,000 | |
| Schott Foundation for Public Education | ||||||||
| One Mifflin Place Suite 400 | Cambridge | MA | 02138 | N/A | PC | Massachusetts Education Justice Alliance Project | $50,000 | |
| Solidaire Network Inc | ||||||||
| 1423 Broadway 314 3rd Floor | Oakland | CA | 94612 | N/A | PC | 2022 Membership | $50,000 | |
| The Center for Teen Empowerment Inc | ||||||||
| 384 Warren St | Boston | MA | 02118 | N/A | PC | Relocation and Build-Out of New Teen Empowerment Headquarters and general support | $60,000 | |
| The City School Inc | ||||||||
| 614 Columbia Road | Boston | MA | 02125 | N/A | PC | Celebrating Change Event, Youth Justice & Power Union Project, and general support | $165,000 | |
| The Lenny Zakim Fund Inc | ||||||||
| 33 Arch Street 26th Floor | Boston | MA | 02110 | N/A | PC | General support | $50,000 | |
| Third Sector New England Inc | ||||||||
| 89 South St Suite 700 | Boston | MA | 02111 | N/A | PC | Center for Support Immigrant Organizing, Voter Table Education | $260,000 | |
| Tides Foundation | ||||||||
| PO Box 889389 | Los Angeles | CA | 90088 | N/A | PC | Emerging Practitioners in Philantrhopy membership | $150 | |
| Urban Revival Inc | ||||||||
| 284 Amory Street | Jamaica Plain | MA | 02130 | N/A | PC | General support - Hyams employee donation match | $378 | |
| Urban Revival Inc | ||||||||
| 284 Amory Street | Jamaica Plain | MA | 02130 | N/A | PC | Housing Justice education, Lynn United for Change, PUEBLO, and general support | $260,000 | |
| Vietnamese American Initiative for Devel | ||||||||
| 42 Charles Street | Dorchester | MA | 02122 | N/A | PC | Board development, IT infrastructure, Nail Salon Project, and VACC support | $95,000 | |
| Youth Policy Institute of Iowa | ||||||||
| 6200 Aurora Avenue | Urbandale | IA | 50322 | N/A | PC | Youth Transitions Funders Group and Economic Well-Being Work Group | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,637,752 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Asian American Resource Workshop | |||||||
| 42 Charles St Suite D | Dorchester | MA | 02122 | N/A | PC | Dorchester Not For Sale Project, general support | $166,000 |
| AYNI Institute | |||||||
| 19 Meridian Street 2nd Floor No 4 | Boston | MA | 02128 | N/A | PC | Neighbors United for a Better East Boston | $52,000 |
| Boston Neighborhood Community Land Trust | |||||||
| 550 Dudley Street | Roxbury | MA | 02119 | N/A | PC | General support | $45,000 |
| Brazilian Worker Center Inc | |||||||
| 14 Harvard Ave 2nd Floor | Allston | MA | 02134 | N/A | PC | General support | $126,000 |
| Brockton Interfaith Community Inc | |||||||
| 1350 Pleasant Street | Brockton | MA | 02301 | N/A | PC | General support | $52,000 |
| CAIR-MA Inc | |||||||
| 123 South Street Suite 3 | Boston | MA | 02111 | N/A | PC | General support | $45,000 |
| Center for Economic Democracy | |||||||
| 769 Centre Street Suite 143 | Boston | MA | 02130 | N/A | PC | Center for Cooperative Development and Solidarity Project and general support | $110,000 |
| Center for Labor Educ & Research | |||||||
| 375 Centre Street | Boston | MA | 02130 | N/A | PC | General support | $159,000 |
| Centro Presente Inc | |||||||
| 12 Bennington Street Suite 202 | East Boston | MA | 02128 | N/A | PC | General support | $50,000 |
| Chinatown Community Land Trust Inc | |||||||
| 28 Ash Street | Boston | MA | 02111 | N/A | PC | General support | $45,000 |
| Chinese Progressive Assoc | |||||||
| 28 Ash Street | Boston | MA | 02111 | N/A | PC | General support | $179,000 |
| Dudley Street Neighborhood Initiative | |||||||
| 550 Dudley Street | Roxbury | MA | 02119 | N/A | PC | General support | $45,000 |
| GreenRoots | |||||||
| 227 Marginal Street Suite 1 | Chelsea | MA | 02150 | N/A | PC | General support | $149,000 |
| Justice At Work | |||||||
| 33 Harrison Avenue Suite 501 | Boston | MA | 02111 | N/A | PC | General support | $106,000 |
| La Colaborativa (Chelsea Collaborative) | |||||||
| Chelsea Collaborative 318 Broadway | Chelsea | MA | 02150 | N/A | PC | General support | $159,000 |
| Lawyers for Civil Rights | |||||||
| 61 Batterymarch Street 5th Floor | Boston | MA | 02110 | N/A | PC | General support | $126,000 |
| Mass Senior Action Council Inc | |||||||
| 108 Myrtle Street Suite 112 | Quincy | MA | 02171 | N/A | PC | General support | $149,000 |
| Massachusetts Coalition for Occupation v | |||||||
| 42 Charles Street Suite D | Dorchester | MA | 02122 | N/A | PC | Immigrant and Youth Worker Justice | $159,000 |
| Massachusetts Communities Action Network | |||||||
| 14 Cushing Avenue | Dorchester | MA | 02125 | N/A | PC | I Have a Future Project | $137,000 |
| Massachusetts Immigrant & Refugee Advocacy Coalition | |||||||
| 105 Chauncy Street Suite 901 | Boston | MA | 02111 | N/A | PC | General support | $80,000 |
| Massachusetts Law Reform Institute | |||||||
| 40 Court Street STE700 | Boston | MA | 02108 | N/A | PC | Housing Justice, Equity and Preservation Project | $50,000 |
| Massachusetts Voter Education Network | |||||||
| 41 West Street Suite 700 | Boston | MA | 02121 | N/A | PC | General support | $75,000 |
| Neighbor to Neighbor MA Ed Fund Inc | |||||||
| 8 Beacon Street 5Th Floor | Boston | MA | 02108 | N/A | PC | General support | $126,000 |
| Peace Development Fund Inc | |||||||
| PO Box 1280 | Amherst | MA | 01004 | N/A | PC | Community Solstice Different Threads of the Same Fabric Project | $10,000 |
| Pioneer Valley Project Inc | |||||||
| 45 Maple Street | Springfield | MA | 01105 | N/A | PC | Pioneer Valley Project | $52,000 |
| Resist | |||||||
| PO Box 301240 | Jamaica Plain | MA | 02130 | N/A | PC | MA Education Justice Alliance, Matahari Women Workers' Center, resource organizing, and SIM | $250,000 |
| Right to the City Alliance | |||||||
| 388 Atlantic Avenue | Brooklyn | NY | 11217 | N/A | PC | Expanding SNOL's Capacity, Right to the City Boston project | $178,000 |
| Schott Foundation for Public Education | |||||||
| One Mifflin Place Suite 400 | Cambridge | MA | 02138 | N/A | PC | Massachusetts Education Justice Alliance Project | $50,000 |
| The City School Inc | |||||||
| 614 Columbia Road | Boston | MA | 02125 | N/A | PC | Youth Justice & Power Union Project and general support | $235,000 |
| Urban Revival Inc | |||||||
| 284 Amory Street | Jamaica Plain | MA | 02130 | N/A | PC | Lynn United For Change Project | $52,000 |
| Worcester Interfaith | |||||||
| 111 Park Ave | Worcester | MA | 01609 | N/A | PC | Worcester Youth Organizing Academy | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,242,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Interest from PRI/MRIs | Desc |
| Related Or Exempt Function Incm | $49,805 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,459 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,132,312 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $412,330 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$3,036 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,327,106 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership income | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$152,251 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,544,529 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$155,287 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,423,736 | ExclusionAmt |
| Related Or Exempt Function Incm | $49,805 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,318,254 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a | LineNumberTxt |
| Relationship Statement | Interest earned from loans to low-income housing development projects and other program related investments which further the Foundation's mission of increasing economic, racial and social justice and power within low-income communities in Boston and Chelsea, Massachusetts. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Barr Foundation | ||||||
| 1 | Two Atlantic Avenue | Boston | MA | 02110 | $240,000 | Yes (X) |
| Common Stream Inc | ||||||
| 2 | PO Box 300757 | Jamaica Plain | MA | 02130 | $35,000 | Yes (X) |
| Episcopal City Mission | ||||||
| 3 | 89 South Street Suite 202 | Boston | MA | 02111 | $100,000 | Yes (X) |
| Josephine and Louise Crane Foundation Inc | ||||||
| 4 | 220 Main Street PO Box 901 | Falmouth | MA | 02541 | $150,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Tax compliance | $13,000 | $5,000 | $6,500 |
| Accounting services | $19,303 | $12,547 | $6,359 |
| Audit services | $32,637 | $21,214 | $11,423 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Pursuant to Regulation 53.4942(a)-3(c)(2)(iv), the foundation hereby elects to treat, as a current distibution out of corpus, the following unused prior years distributions that were treated as corpus distributions under Regulation 53.4942(a)-3(d)(1)(iii) in such prior tax year:Tax Year Amount2017 $325,000The Hyams Foundation received the following cash contributions from three private foundations in support of the Building Movement Infrastructure program:Josephine and Louise Crane Foundation, Inc. - $50,000Common Stream Inc - $35,000Barr Foundation - $240,000Pursuant to Regulation 53.4942(a)-3(c)(2)(iv), elects to treat, as a current distribution out of corpus, $325,000 of excess 2017 qualifying distributions that were treated as distributions out of corpus in such prior tax year to satisfy the requirements imposed by Section 4942(g)(3). | ElectionDesc |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| Home Funders Collaborative LLC | ||||||||||
| 75 Arlington St | Boston | MA | 02116 | 2003-06-26 | $3,007,500 | The purpose of this program related investment is to make predevelopment and permanent financing loans to qualifying low-income housing developments.Detail of the dates and PRI amounts in the totals above:Date Amount06/26/2003 $ 7,50010/31/2004 $ 135,00012/31/2004 $ 525,00010/31/2005 $ 162,50003/31/2006 $ 450,00005/31/2006 $ 120,00002/28/2007 $ 225,00003/31/2007 $ 202,50006/30/2007 $ 240,00010/29/2008 $ 540,00001/08/2009 $ 400,000 | To the knowledge of the Foundaton, there have been no diversions. | Latest reports received: 05/14/20, 04/29/21, 06/30/22, and 03/01/23 | Home Funders has submitted complete reports since December of 2003 of the type ordinarily required by commercial investors under similar circumstances, including annual audited financial statements. This investment remained on the Foundations books as of 12/31/22. | |
| EBNT Holdings LLC (East Boston Neighborhood Trust) | ||||||||||
| c/o EBCDC Inc 72 Marginal Street | Boston | MA | 02128 | 2022-09-23 | $1,000,000 | PRI loan for a period of fifteen years. EBNT agreed to use the loan funds to acquire and provide permanently affordable rental housing stock throughout East Boston. | To the knowledge of the Foundaton, there have been no diversions. | N/A | This investment remained on the Foundations books as of 12/31/22. | 6th Floor |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | From Sch K-1 (Form 1065) | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Basis | $3,036 | BasisAmt |
| Basis Method | Cost | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$3,036 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 215 Adobe Inc | $72,354 | $72,354 |
| 325 Advance Auto Parts, Inc. | $47,785 | $47,785 |
| 611 Agilent Technologies Inc | $91,436 | $91,436 |
| 2,200 Alphabet Inc Class C | $195,206 | $195,206 |
| 605 American Water Works Company Inc | $92,214 | $92,214 |
| 230 Ameriprise Financial, Inc. | $71,615 | $71,615 |
| 325 Analog Devices, Inc. | $53,310 | $53,310 |
| 345 Aon PLC | $103,548 | $103,548 |
| 2,200 Apple Inc | $285,846 | $285,846 |
| 615 Applied Materials, Inc. | $59,889 | $59,889 |
| 375 AptarGroup, Inc. | $41,243 | $41,243 |
| 52,922 Ariel Fund Institutional | $3,299,704 | $3,299,704 |
| 28 Booking Holdings Inc | $56,428 | $56,428 |
| 113,559 Brown Advisory Sustainable Growth Fund Institutional | $3,928,015 | $3,928,015 |
| 112,889 Brown Capital Management International Small Company Fund Inst | $2,157,311 | $2,157,311 |
| 1,550 Carrier Global Corp | $63,938 | $63,938 |
| 236,744 CCM Community Impact Bond Fund Institutional | $2,204,089 | $2,204,089 |
| 545 CME Group Inc | $91,647 | $91,647 |
| 690 Colgate-Palmolive Company | $54,365 | $54,365 |
| 955 Consolidated Edison, Inc. | $91,021 | $91,021 |
| 190 Costco Wholesale Corporation | $86,735 | $86,735 |
| 355 Cummins Inc. | $86,013 | $86,013 |
| 351 Danaher Corporation | $93,162 | $93,162 |
| 267,367 DoubleLine Total Return Bond Fund Class I | $2,344,807 | $2,344,807 |
| 431 Ecolab Inc | $62,736 | $62,736 |
| 1,083 Emerson Electric Co | $104,033 | $104,033 |
| 315 Enphase Energy Inc | $83,462 | $83,462 |
| 378 Estee Lauder Companies Inc | $93,786 | $93,786 |
| 310 Home Depot Inc | $97,917 | $97,917 |
| 213 Intuit Inc. | $82,904 | $82,904 |
| 2,925 Kimco Realty Corp | $61,952 | $61,952 |
| 1,131 McCormick & Company Inc | $93,749 | $93,749 |
| 2,360 Merck & Co Inc | $261,842 | $261,842 |
| 895 Metlife Inc | $64,771 | $64,771 |
| 1,389 Microsoft Corp | $333,110 | $333,110 |
| 1,105 Mondelez International Inc | $73,648 | $73,648 |
| 903 Morgan Stanley | $76,773 | $76,773 |
| 259 Netflix Inc | $76,374 | $76,374 |
| 505 Novo Nordisk A/S | $68,347 | $68,347 |
| 505 PayPal Holdings Inc | $35,966 | $35,966 |
| 904 PNC Financial Services Group Inc | $142,778 | $142,778 |
| 241 Quest Diagnostics Inc | $37,702 | $37,702 |
| 770 Ralph Lauren Corp | $81,366 | $81,366 |
| 162 Regeneron Pharmaceuticals Inc | $116,881 | $116,881 |
| 630 Target Corp | $93,895 | $93,895 |
| 1,899 TJX Companies Inc | $151,160 | $151,160 |
| 1,568 Vanguard Balanced Index Fund Admiral Shares | $62,158 | $62,158 |
| 112,708 Vanguard Inflation-Protected Securities Fund Admiral Shares | $2,609,182 | $2,609,182 |
| 961,090 Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | $7,996,266 | $7,996,266 |
| 655,235 Vanguard Intermediate-Term Treasury Fund Admiral Shares | $6,513,035 | $6,513,035 |
| 2,021 Verizon Communications Inc. | $79,627 | $79,627 |
| 325 Vertex Pharmaceuticals Incorporated | $93,854 | $93,854 |
| 825 Visa Inc | $171,402 | $171,402 |
| 333,470 Wellington Trust Company, NA CTF Global Impact Portfolio | $5,975,784 | $5,975,784 |
| 753 Westinghouse Air Brake Technologies Corp | $75,157 | $75,157 |
| 2,360 Weyerhaeuser Co | $73,160 | $73,160 |
| 787 Xylem Inc | $87,019 | $87,019 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (57 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 57 Stars Global Opportunity Fund 3 Blocker (Cayman), L.P. | FMV | $859,486 | $859,486 |
| AACP Tax Exempt Investors II, L.P. | FMV | $381,555 | $381,555 |
| AACP Tax-Exempt Investors III, L.P. | FMV | $365,953 | $365,953 |
| AACP Tax-Exempt Investors V, L.P. | FMV | $967,344 | $967,344 |
| Arrowstreet Capital Global All Country Alpha Extension Fund (Cayman) Ltd. | FMV | $7,599,247 | $7,599,247 |
| Asia Alternatives Delaware III, LP | FMV | $12,598 | $12,598 |
| Asia Alternatives Delaware V, LP | FMV | $107,670 | $107,670 |
| Auldbrass Partners Secondary Opportunity Fund II, L.P. | FMV | $913,756 | $913,756 |
| Auldbrass Partners Secondary Opportunity Fund III, L.P. | FMV | $47,428 | $47,428 |
| Avanath Affordable Housing IV, LLC | FMV | $1,456,933 | $1,456,933 |
| Axiom International Equity Fund II | FMV | $6,441,229 | $6,441,229 |
| Banneker Partners Fund II, L.P. | FMV | $266,941 | $266,941 |
| Base10 Advancement Initiative I, L.P. | FMV | $1,118,339 | $1,118,339 |
| Base10 Partners III, L.P. | FMV | $142,555 | $142,555 |
| Brightwood Capital Fund IV-U, LP | FMV | $1,819,803 | $1,819,803 |
| CA Resources Fund (U.S. Tax-Exempt), L.P. - Series Bain X | FMV | $124,499 | $124,499 |
| Commonfund Capital International Partners VI LP | FMV | $90,959 | $90,959 |
| Commonfund Capital Natural Resources Partners IX, L.P. | FMV | $778,126 | $778,126 |
| Commonfund Capital Natural Resources Partners VII LP | FMV | $86,407 | $86,407 |
| Commonfund Capital Venture Partners VI LP | FMV | $35,965 | $35,965 |
| Commonfund Capital Venture Partners VII LP | FMV | $113,906 | $113,906 |
| Commonfund Capital Venture Partners VIII LP | FMV | $338,802 | $338,802 |
| Dover Street IX Cayman Fund L.P. | FMV | $623,506 | $623,506 |
| Dover Street VIII Cayman Fund L.P. | FMV | $59,711 | $59,711 |
| Endowment Venture Partners V, L.P. | FMV | $17,731 | $17,731 |
| Genesis Emerging Markets, L.P. | FMV | $5,599,745 | $5,599,745 |
| Genesis Emerging Markets, L.P. - Side Pocket (Russia) | FMV | $1 | $1 |
| Genesis Emerging Markets, L.P. - Side Pocket 2 (Nigeria) | FMV | $109,020 | $109,020 |
| Grain Communications Opportunity Fund II, L.P. | FMV | $2,992,298 | $2,992,298 |
| Heard High Conviction Long Only Fund LLC | FMV | $1,568,260 | $1,568,260 |
| Impact America Fund III, L.P. | FMV | $13,761 | $13,761 |
| Impactive Capital Fund Ltd. | FMV | $1,848,808 | $1,848,808 |
| Kabouter International Opportunities Fund II, LLC | FMV | $2,971,341 | $2,971,341 |
| LCP VII (Offshore), L.P. | FMV | $197,656 | $197,656 |
| Legacy Venture V (QP), LLC | FMV | $957,838 | $957,838 |
| Legacy Venture VI (QP), LLC | FMV | $1,841,525 | $1,841,525 |
| Metis Equity Trust- Metis US Equity Index Portfolio | FMV | $12,290,412 | $12,290,412 |
| Metropolitan Real Estate Partners Global II, L.P. | FMV | $44,766 | $44,766 |
| Metropolitan Real Estate Partners Global IV, L.P. | FMV | $126,638 | $126,638 |
| Metropolitan Real Estate Partners International II, L.P. | FMV | $15,474 | $15,474 |
| Park Street Capital Natural Resource Fund II, L.P. | FMV | $57,203 | $57,203 |
| Park Street Capital Natural Resource Fund III, L.P. | FMV | $140,186 | $140,186 |
| Park Street Capital Natural Resource Fund IV, L.P. | FMV | $74,950 | $74,950 |
| Park Street Capital Natural Resource Fund V, L.P. | FMV | $613,817 | $613,817 |
| Park Street Capital Private Equity Fund IX, L.P. | FMV | $345,321 | $345,321 |
| Park Street Capital Private Equity Fund VII, L.P. | FMV | $18,893 | $18,893 |
| Park Street Capital Private Equity Fund VIII, L.P. | FMV | $268,129 | $268,129 |
| Park Street Capital Private Equity Fund X, L.P. | FMV | $1,003,998 | $1,003,998 |
| Preserver, L.P. | FMV | $4,966,717 | $4,966,717 |
| Siguler Guff Distressed Opportunities Fund III, L.P. | FMV | $144,930 | $144,930 |
| Siguler Guff Distressed Opportunities Fund IV, L.P. | FMV | $229,188 | $229,188 |
| SJF Ventures IV, L.P. | FMV | $1,134,480 | $1,134,480 |
| The Overlook Partners Fund, L.P. | FMV | $5,645,465 | $5,645,465 |
| The Sanderson International Value Fund | FMV | $3,125,280 | $3,125,280 |
| TrueBridge-Kauffman Fellows Endowment Fund III, L.P. | FMV | $1,859,502 | $1,859,502 |
| TrueBridge-Kauffman Fellows Endowment Fund IV, L.P. | FMV | $2,315,067 | $2,315,067 |
| Varadero International, Ltd | FMV | $3,579,633 | $3,579,633 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General governance and counsel | CategoryTxt |
| Legal Fees | $40,199 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40,199 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MRI - Equitable Transit Oriented Development Accelerator Fund, LLC | $1,500,000 | $1,500,000 | $1,500,000 |
| Operating right-of-use asset | $0 | $139,588 | $139,588 |
| PRI - Boston Impact Initiative | $470,000 | $500,000 | $500,000 |
| PRI - EBNT Holdings LLC | $0 | $1,000,000 | $1,000,000 |
| PRI - Home Funders Collaborative, LLC | $2,776,139 | $2,279,358 | $2,279,358 |
| PRI - The Ujima Fund | $100,000 | $100,000 | $100,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized depreciation in value of investments | Desc |
| Amt | $37,594,036 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Partnership expenses | $880,948 | $838,441 | $0 |
| Information technology | $15,770 | $631 | $15,146 |
| Office expense | $24,316 | $973 | $23,343 |
| Telephone | $6,774 | $271 | $6,503 |
| Insurance | $15,729 | $629 | $15,100 |
| Payroll fees | $3,032 | $176 | $2,856 |
| Financial management software | $10,533 | $10,124 | $0 |
| Grant management software | $63,607 | $0 | $63,607 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Dividends from private funds | $412,330 | $412,330 | $412,330 |
| Interest from PRI/MRIs | $49,805 | $49,805 | $49,805 |
| Partnership income | $1,392,278 | $1,517,741 | $1,392,278 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Change in deferred tax liability | Desc |
| Amt | $562,877 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Cumulative deferred excise tax | $603,417 | $40,540 |
| Operating lease liability | $0 | $140,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Philanthropic consulting | $78,603 | $0 | $78,603 |
| Investment and custodial fees | $759,692 | $730,221 | $0 |