SHAPIRO FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SHAPIRO FOUNDATION (EIN 04-3541595)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349102694
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T12:02:24-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203250475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESMOND & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23901 CALABASAS RD SUITE 1010 | AddressLine1Txt |
| City | CALABASAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91302 | 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 | 043541595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHAPIRO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAP | BusinessNameControlTxt |
| Phone | 8186102900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 339 CHESTNUT STREET UNIT 2 | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02492 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD SHAPIRO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8186102900 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDWARD | PersonFirstNm |
| Person Last | SHAPIRO | 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 | LENNY ESMOND CPA | PreparerPersonNm |
| PTIN | P00037472 | PTIN |
| Phone | 8186102900 | 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 | $138,476,829 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $717,640 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $717,640 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,004,545 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,004,545 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,064,243 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,516,893 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,374,175 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$52,753 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$9,720 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,733,675 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,086,640 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $488,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $390,400 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $62,510 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $50,008 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $171,971 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $171,971 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $51,344 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,269 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,134 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $112,504 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $112,504 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $870,102 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $870,102 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $531,521 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,590 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20,544 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $15,420 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $100,528 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $100,528 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $556,168 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $479,611 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,949 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,960,068 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,362,572 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $874,038 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,533,687 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,533,687 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,493,755 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,362,572 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,407,725 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$760,080 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,724,068 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,708,242 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,637,518 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,637,518 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,562,479 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,562,479 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,000,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,000,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,701,957 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,292,845 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $123,655,514 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $76,641,793 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $77,070,871 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,692,400 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,504,004 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,504,004 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $157,349,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $136,345,794 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $138,476,829 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $9,992 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $21,812 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,992 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,812 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $157,339,009 | RetainedEarningBOYAmt |
| Retained Earning EOY | $136,323,982 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $157,339,009 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $136,323,982 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $157,349,001 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $136,345,794 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $157,339,009 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$760,080 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $156,578,929 | SubtotalAmt |
| Other Decreases | $20,254,947 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $136,323,982 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| PASSTHROUGH FROM ORVIETO FUND, L.P. | P | 2022-12-31 | $9,441 | $9,441 | $9,441 | ||
| PASSTHROUGH FROM ORVIETO FUND, L.P. | P | 2022-12-31 | $22,636 | $22,636 | $22,636 | ||
| PASSTHROUGH FROM PAR GROUP II, L.P. | P | 2022-12-31 | -$11,028,103 | -$11,028,103 | $11,028,103 | ||
| PASSTHROUGH FROM PAR GROUP II, L.P. | P | 2022-12-31 | $25,235,585 | $18,656,668 | $18,656,668 | $6,578,917 | |
| NINETEEN77 ENVIRONMENTAL FOCUS FUND (UBS) | P | 2022-04-14 | $1,954,555 | -$45,445 | -$45,445 | $2,000,000 | 2021-11-30 |
| MORGAN STANLEY (SECURITIES) | P | 2022-12-31 | $3,124,055 | -$634,227 | -$634,227 | $3,758,282 | |
| MORGAN STANLEY (SECURITIES) | P | 2022-12-31 | $3,161,576 | -$596,405 | -$596,405 | $3,757,981 | |
| PASSTHROUGH FROM UP FUND, L.P. | P | 2022-12-31 | -$19,435 | -$19,435 | $19,435 | ||
| ARTEMIS WAX CORP | P | 2022-12-31 | $7,119 | $7,119 | $7,119 | ||
| PASSTHROUGH FROM POWERHOUSE CAPITAL I LP | P | 2022-12-31 | $1,926 | $1,926 | $1,926 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,374,175 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $93,465 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $93,465 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $93,465 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $160,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $190,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $350,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $118 | EsPenaltyAmt |
| Overpayment | $256,417 | OverpaymentAmt |
| Applied To ES Tax | $256,417 | 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.THESHAPIROFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8186102900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 339 CHESTNUT STREET UNIT 2 | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02492 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD L SHAPIRO | ||||||||
| 339 CHESTNUT STREET UNIT 2 | NEEDHAM | MA | 02492 | TRUSTEE | 30.00 | $0 | $0 | $0 |
| BARBARA J SHAPIRO | ||||||||
| 339 CHESTNUT STREET UNIT 2 | NEEDHAM | MA | 02492 | TRUSTEE | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE L TOBIN | ||||||||
| 339 CHESTNUT STREET UNIT 2 | NEEDHAM | MA | 02492 | FDTN DIRECTOR | 40.00 | $318,000 | $40,500 | $0 |
| KAYLA W ROWE | ||||||||
| 339 CHESTNUT STREET UNIT 2 | NEEDHAM | MA | 02492 | EXECUTIVE ASSISTANT | 40.00 | $170,000 | $20,500 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| SARAH WISEMAN | ||||||||||
| 5503 LITTLE HARBOUR ROAD | LITTLE HARBOUR | NOVA SCOTIA | CA | B25 5C4 | CONSULTING | $171,971 | ||||
| ALEJANDRO OKRET | ||||||||||
| 4 HALE CLOSE | LONDON | UK | E4 6SA | CONSULTING | $103,469 | |||||
| ESMOND & ASSOCIATES INC | ||||||||||
| ACCOUNTING | $51,344 | 23901 CALABASAS RD | CALABASAS | CA | 91302 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | KIVA REFUGEE INVESTMENT FUND LLC - THE ORGANIZATION'S MISSION IS TO EXPAND FINANCIAL ACCESS TO HELP UNDERSERVED COMMUNITIES THRIVE BY CROWDFUNDING LOANS, UNLOCKING CAPITAL FOR THE UNDERSERVED, IMPROVING THE QUALITY AND COST OF FINANCIAL SERVICES, AND ADDRESSING THE UNDERLYING BARRIERS TO FINANCIAL ACCESS. | Description1Txt |
| Expenses1 | $166,667 | Expenses1Amt |
| Description2 | SOCIAL FINANCE UP FUND- THE ORGANIZATION'S MISSION IS TO HELP LOW-INCOME STUDENTS SECURE GOOD JOBS IN A CHANGING ECONOMY. | Description2Txt |
| Expenses2 | $79,578 | Expenses2Amt |
| Total | $246,245 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,650,804 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,837,640 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $120,276,832 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $141,765,276 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $141,765,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,126,479 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $139,638,797 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,981,940 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,981,940 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $93,465 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $93,465 | TotalTaxAmt |
| Distributable Before Adj | $6,888,475 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,888,475 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,888,475 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,407,725 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $246,245 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,653,970 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,888,475 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $979,468 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $590,753 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $919,343 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,607,644 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,563,627 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,660,835 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,653,970 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,888,475 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,765,495 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,426,330 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $979,468 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,446,862 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $590,753 | ExcessFromYear4Amt |
| Excess From Year3 | $919,343 | ExcessFromYear3Amt |
| Excess From Year2 | $1,607,644 | ExcessFromYear2Amt |
| Excess From Year1 | $1,563,627 | ExcessFromYear1Amt |
| Excess From Current Year | $2,765,495 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD L SHAPIRO | ContributingManagerNm |
| Contributing Manager | BARBARA J SHAPIRO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ADAPTIVE SPORTS PARTNERS OF THE NORTH COUNTRY | ||||||||||
| 297 MAIN STREET | FRANCONIA | NH | 03580 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $412 | |||
| ALIGHT | ||||||||||
| 1325 QUINCY STREET NE SUITE A1 | MINNEAPOLIS | MN | 55413 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $62,500 | |||
| ALZHEIMER'S ASSOCIATION | ||||||||||
| 225 N MICHIGAN AVENUE FLOOR 17 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $500 | |||
| AMANI WOMEN CENTER | ||||||||||
| 3777 CHURCH STREET | CLARKSTON | GA | 30021 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $512 | |||
| AMERICAN FRIENDS OF UJA OF GREATER TORONTO INC | ||||||||||
| 200 JEFFERSON PARK SUITE 400 | WHIPPANY | NJ | 07981 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $99,000 | |||
| AMERICAN PARKINSON DISEASE ASSOCIATION | ||||||||||
| 135 PARKINSON AVENUE | STATEN ISLAND | NY | 10305 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $1,000 | |||
| ARLEKIN PLAYERS THEATRE | ||||||||||
| 368 HILLSIDE AVE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $10,000 | |||
| BATES COLLEGE | ||||||||||
| 2 ANDREWS RD | LEWISTON | ME | 04240 | NONE | PUBLIC CHARITY | EDUCATION | $50,000 | |||
| BEAVER COUNTRY DAY SCHOOL | ||||||||||
| 791 HAMMOND STREET | CHESTNUT HILL | MA | 02467 | NONE | PUBLIC CHARITY | EDUCATION | $58,974 | |||
| BECCA SCHMILL FOUNDATION | ||||||||||
| PO BOX 920045 | NEEDHAM | MA | 02492 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $2,500 | |||
| BENTLEY UNIVERSITY | ||||||||||
| 175 FOREST STREET | WALTHAM | MA | 02452 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 | |||
| BOSTON BRIDGES INITIATIVE | ||||||||||
| PO BOX 293 | WESTON | MA | 02493 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $10,000 | |||
| BOSTON CHILDREN'S HOSPITAL | ||||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $902,500 | |||
| BOSTON MEDICAL CENTER | ||||||||||
| 1 BOSTON MEDICAL CENTER | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $350,000 | |||
| BRIDGE2RWANDA | ||||||||||
| 1818 N TAYLOR ST SUITE B | LITTLE ROCK | AR | 72207 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $2,350 | |||
| CHOOSE LOVE | ||||||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $802,000 | |||
| CLARKSTON COMMUNITY CENTER | ||||||||||
| 3701 COLLEGE AVENUE | CLARKSTON | GA | 30021 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $500 | |||
| COVENANT HOUSE | ||||||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |||
| DANA FARBERJIMMY FUNDPMC | ||||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $14,698 | |||
| DC UNITED FOUNDATION | ||||||||||
| 2400 EAST CAPITOL STREET | WASHINGTON | DC | 20003 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $10,000 | |||
| DE NOVO CENTER FOR JUSTICE & HEALING FKA COMMUNITY LEGAL SERVICES (CLSACC) | ||||||||||
| 405 MAIN STREET | WORCESTER | MA | 01608 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $10,000 | |||
| DES MOINES REFUGEE SUPPORT | ||||||||||
| 1110 SOUTH AVENUE | NORWALK | IA | 50211 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $1,000 | |||
| DUET | ||||||||||
| 50 MILK STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | EDUCATION | $169,434 | |||
| EDESIA | ||||||||||
| 550 ROMANO VINEYARD WAY | NORTH KINGSTOWN | RI | 02852 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $100,000 | |||
| EDUCATION FOR ALL CHILDREN | ||||||||||
| 104 CONGRESS STREET SUITE 301 | PORTSMOUTH | NH | 03801 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 | |||
| EMORY | ||||||||||
| 1599 CLIFTON ROAD | ATLANTA | GA | 30322 | NONE | PUBLIC CHARITY | EDUCATION | $30,600 | |||
| EVERY CAMPUS A REFUGE | ||||||||||
| 5800 WEST FRIENDLY AVENUE | GREENSBORO | NC | 27410 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $55,000 | |||
| FISH FAMILY FOUNDATION JAPAN OFFICE | ||||||||||
| NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $22,890 | TORANOMON HILLS BUSINESS TOWER 15F | TOKYO | JA | ||||
| FOCUSING PHILANTHROPY | ||||||||||
| 1637 16TH STREET | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $200,000 | |||
| FRANCISCAN CHILDREN'S HOSPITAL | ||||||||||
| 30 WARREN STREET | BRIGHTON | MA | 02135 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $20,000 | |||
| FRIENDS OF REFUGEES | ||||||||||
| 3701B COLLEGE AVENUE | CLARKSTON | GA | 30021 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $512 | |||
| GOLF FIGHTS CANCER | ||||||||||
| 300 ARNOLD PALMER BOULEVARD | NORTON | MA | 02766 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $250 | |||
| HARBOR HEAD TENNIS CLUB | ||||||||||
| 25 OLD DOCK ROAD PO BOX 94 | WEST FALMOUTH | MA | 02574 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $100 | |||
| HEALTH EQUITY INTERNATIONAL (ST BONIFACE HOSPITAL) | ||||||||||
| 40 GLEN AVENUE | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $10,000 | |||
| HOME IS HERE NOLA | ||||||||||
| 3500 CANAL STREET 2ND FLOOR | NEW ORLEANS | LA | 70119 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $250,000 | |||
| HOMESTART | ||||||||||
| 105 CHAUNCY STREET SUITE 502 | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $525 | |||
| HORIZONS FOR HOMELESS CHILDREN | ||||||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $213,000 | |||
| HUMANITY RISES | ||||||||||
| 346 CONGRESS STREET UNIT 402 | BOSTON | MA | 02210 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $60,000 | |||
| INSTITUTE FOR COMMUNITY HEALTHLEAH ZALLMAN CENTER | ||||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $10,000 | |||
| INTERFAITH CENTER OF NEW YORK | ||||||||||
| 475 RIVERSIDE DRIVE SUITE 540 | NEW YORK | NY | 10115 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $500 | |||
| INTERNATIONAL CRISIS GROUP | ||||||||||
| 155 EAST 44TH STREET | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $2,500 | |||
| INTERNATIONAL REFUGEE ASSISTANCE PROJECT (IRAP) | ||||||||||
| ONE BATTERY PARK PLAZA 4TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $600,000 | |||
| JEWISH BIG BROTHERS BIG SISTERS | ||||||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | RELIGIOUS | $25,000 | |||
| JEWISH FAMILY SERVICES | ||||||||||
| 1430 MAIN ST | WALTHAM | MA | 02451 | NONE | PUBLIC CHARITY | RELIGIOUS | $11,665 | |||
| JEWISH VOCATIONAL SERVICES | ||||||||||
| 75 FEDERAL STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | RELIGIOUS | $1,036 | |||
| JUVENILE DIABETES RESEARCH FUNDING | ||||||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $3,500 | |||
| KARAM FOUNDATION | ||||||||||
| 2045 W GRAND AVE STE B UNIT 88293 | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $111,800 | |||
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $250 | |||
| LIONS CLUB INTERNATIONAL | ||||||||||
| 300 W 22ND STREET | OAK BROOK | IL | 60523 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $150,000 | |||
| MD ANDERSON CANCER CENTER | ||||||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $100 | |||
| MEDIA MATTERS FOR AMERICA | ||||||||||
| PO BOX 44811 | WASHINGTON | DC | 20026 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $7,500 | |||
| MILES4MIGRANTS | ||||||||||
| 3629 LAUREL STREET | NEW ORLEANS | LA | 70115 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $275,000 | |||
| MT AUBURN HOSPITAL | ||||||||||
| 330 MT AUBURN ST | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $250 | |||
| NEW ENGLAND INTERNATIONAL DONORS (NEID) | ||||||||||
| 120 ST JAMES AVE | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $5,000 | |||
| OPEN COLLECTIVE | ||||||||||
| 340 S LEMON AVENUE 3717 | WALNUT | CA | 91789 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $110,000 | |||
| OPERATION SACRED PROMISE FOUNDATION | ||||||||||
| 11925 LOVE ORCHID LANE | LAS VEGAS | NV | 89139 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $5,000 | |||
| PARTNERS IN HEALTH | ||||||||||
| 888 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $250,000 | |||
| POLITICAL ASYLUM IMMIGRATION REP (PAIR) | ||||||||||
| 98 N WASHINGTON STREET 106 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $40,000 | |||
| REFUGE COFFEE CO | ||||||||||
| 4170 E PONCE DE LEON AVE NE | CLARKSTON | GA | 30021 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $2,500 | |||
| REFUGEE COUNCIL USA (RCUSA) | ||||||||||
| 1628 16TH STREET NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $34,000 | |||
| REFUGEE HOME PROJECT | ||||||||||
| 134 E 40TH STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $265,000 | |||
| REFUGEE WOMEN'S NETWORK | ||||||||||
| 500 S COLUMBIA DRIVE | DECATUR | GA | 30030 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $500 | |||
| ROB CUNNINGHAM FOUNDATION | ||||||||||
| 4 GALLAGHER ROAD | PLYMOUTH | MA | 02360 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $500 | |||
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | EDUCATION | $251,955 | |||
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | ||||||||||
| 23564 CALABASAS ROAD SUITE 201 | CALABASAS | CA | 91302 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $25,000 | |||
| SOCIAL FINANCE | ||||||||||
| 10 MILK STREET SUITE 1010 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $253,000 | |||
| SOUTHERN NEW HAMPSHIRE UNIVERSITY | ||||||||||
| 2500 N RIVER RD | HOOKSETT | NH | 03106 | NONE | PUBLIC CHARITY | EDUCATION | $113,886 | |||
| SQUASHBUSTERS | ||||||||||
| 795 COLUMBUS AVENUE | ROXBURY CROSSING | MA | 02120 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $5,500 | |||
| TEACH FOR AMERICA | ||||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 | |||
| TEAM IMPACT | ||||||||||
| 500 VICTORY BLVD | QUINCY | MA | 02171 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $25,000 | |||
| TEMPLE BETH ELOHIM | ||||||||||
| 10 BETHEL ROAD | WELLESLEY | MA | 02481 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $49,588 | |||
| TENACITY | ||||||||||
| 38 EVERETT STREET SUITE 50 | BOSTON | MA | 02134 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $25,000 | |||
| THE CHILDREN'S ROOM | ||||||||||
| 1210 MASSACHUSETTS AVENUE | ARLINGTON | MA | 02476 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $5,000 | |||
| THE ETHIOPIAN COMMUNITY DEVELOPMENT COUNCIL (ECDC) | ||||||||||
| 901 S HIGHLAND STREET | ARLINGTON | VA | 22204 | NONE | PUBLIC CHARITY | EDUCATION | $133,000 | |||
| THE NISKANEN CENTER | ||||||||||
| 820 FIRST STREET NE SUITE 675 | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $120,830 | |||
| THE RASHI SCHOOL | ||||||||||
| 8000 GREAT MEADOW ROAD | DEDHAM | MA | 02026 | NONE | PUBLIC CHARITY | EDUCATION | $513,000 | |||
| THEATER DEVELOPMENT FUND | ||||||||||
| 520 8TH AVE 801 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $40 | |||
| THIRD SECTOR NEW ENGLAND | ||||||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $25,000 | |||
| THRIVE SCHOLARS | ||||||||||
| 160 STATE STREET | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $20,000 | |||
| UCLA FOUNDATION - ANDERSON | ||||||||||
| 110 WESTWOOD PLAZA | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | EDUCATION | $60,000 | |||
| UNITED STATES CONFERENCE OF CATHOLIC BISHOPS (USCCB) | ||||||||||
| 3211 4TH ST NE | WASHINGTON | DC | 20017 | NONE | PUBLIC CHARITY | RE | $324,000 | |||
| UNIVERSITY OF PENNSYLVANIA-WHARTON | ||||||||||
| 3620 LOCUST WALK | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | EDUCATION | $20,000 | |||
| USS CONSTITUTION MUSEUM | ||||||||||
| 93 CHELSEA STREET | CHARLESTOWN | MA | 02129 | NONE | PUBLIC CHARITY | EDUCATION | $30 | |||
| WELCOME FUND | ||||||||||
| 90 CHURCH ST | NEW YORK | NY | 10007 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $550,000 | |||
| WOMEN & INFANTS HOSPITAL | ||||||||||
| 101 DUDLEY STREET | PROVIDENCE | RI | 02905 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $2,500 | |||
| WORLD RELIEF | ||||||||||
| 7 E BALTIMORE ST 1602 | BALTIMORE | MD | 21202 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $528,000 | |||
| ZAKA KHAN FOUNDATION | ||||||||||
| PO BOX 844 | SUFFERN | NY | 10901 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $10,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,533,687 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $717,640 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,004,545 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,690,068 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,374,175 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PASSTHROUGH ORDINARY INCOME - PAR GR II LP | 900001 | $39,391 | 01 | -$554 |
| PASSTHROUGH ORDINARY INCOME -ORVIETO FUND, L.P | 900001 | -$82,424 | 01 | $3,138 |
| PASSTHROUGH ORDINARY INCOME - UP FUND, L.P. | 900001 | $0 | 01 | -$12,304 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,647,035 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,086,640 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,733,675 | 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 | 3 | LineNumberTxt |
| Relationship Statement | NONE | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $51,344 | Amt |
| Net Investment Income | $10,269 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,134 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BRACEBRIDGE - BIL FUND | $8,000,000 | $8,469,063 |
| HILL CITY OFFSHORE FUND | $3,000,000 | $4,318,297 |
| ITHAN CREEK LP | $5,000,000 | $4,914,597 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,562,479 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,562,479 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BETTOR CAPITAL FUND | FMV | $1,720,337 | $1,765,718 |
| DIGITAL FUEL CAPITAL FUND I LP | FMV | $669,947 | $1,020,039 |
| GRIFFIN GAMING PARTNERS II LP | FMV | $363,535 | $375,582 |
| ORVIETO FUND I LP | FMV | $6,626,342 | $6,626,995 |
| PAR GROUP II, L.P. | FMV | $63,610,062 | $63,610,062 |
| POWERHOUSE CAPITAL I L.P. | FMV | $274,438 | $295,936 |
| PRI- KIVA REFUGEE INVESTMENT FUND LLC | FMV | $248,843 | $257,425 |
| PRI - SOCIAL FINANCE CT - UP FUND | FMV | $281,410 | $208,967 |
| CONTINUUM HEALTH VENTURES | FMV | $250,000 | $250,000 |
| FLYBRIDGE 2019 LEADERS LP | FMV | $151,489 | $150,376 |
| FLYBRIDGE OPPORTUNITIES 2022 | FMV | $132,693 | $131,086 |
| FORGELIGHT (UNIVISION) INVESTORS II LLC | FMV | $2,002,129 | $2,074,202 |
| SELVA II LP | FMV | $56,054 | $54,175 |
| FLYBRIDGE 2022 LP | FMV | $254,514 | $250,308 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $171,971 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $171,971 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN FILM PROJECT | $104,004 | $104,004 | $104,004 |
| PROGRAM RELATED INVESTMENT - WORKAROUND | $25,000 | $25,000 | $25,000 |
| PROGRAM RELATED INVESTMENT - LOAN RECEIVABLE - KIVA USER FUNDS | $100,000 | $100,000 | $100,000 |
| PROGRAM RELATED INVESTMENT - CENTER FOR ECONOMIC OPPORTUNITY FUND | $125,000 | $275,000 | $275,000 |
| NINETEEN77 ENVIRONMENTAL FOCUS FUND (UBS) | $2,088,396 | $0 | $0 |
| ARTEMIS WAX CORP (SERIES B) | $250,000 | $0 | $0 |
| DUE FROM PAR GROUP II, L.P. | $0 | $25,000,000 | $25,000,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED CHANGE IN VALUE OF INVESTMENTS | Desc |
| Amt | $20,254,947 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (22 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DEDUCTIONS RELATED TO PORTFOLIO INCOME -PASSTHROUGH PAR GROUP II | $147,336 | $147,336 | $0 |
| DEDUCTIONS RELATED TO PORTFOLIO INCOME -PASSTHROUGH BETTOR CAPITAL FUND I LP | $108,948 | $108,948 | $0 |
| DEDUCTIONS RELATED TO PORTFOLIO INCOME -PASSTHROUGH ORVIETO FUND LP | $69,597 | $68,944 | $0 |
| DEDUCTIONS RELATED TO PORTFOLIO INCOME -PASSTHROUGH GRIFFIN GAMING PARTNERS | $18,553 | $18,553 | $0 |
| DEDUCTIONS RELATED TO PORTFOLIO INCOME -PASSTHROUGH POWERHOUSE CAPITAL I LP | $23,811 | $23,811 | $0 |
| DEDUCTIONS RELATED TO PORTFOLIO INCOME -PASSTHROUGH SELVA II, LP | $3,651 | $3,651 | $0 |
| DEDUCTIONS RELATED TO PORTFOLIO INCOME -FLYBRIDGE 2019 LEADERS FUND LP | $15,178 | $15,178 | $0 |
| DEDUCTIONS RELATED TO PORTFOLIO INCOME -FLYBRIDGE 2022 LP | $26,573 | $26,573 | $0 |
| DEDUCTIONS RELATED TO PORTFOLIO INCOME -FLYBRIDGE OPPORTUNITIES 2022 LP | $2,092 | $2,092 | $0 |
| DEDUCTIONS RELATED TO PORTFOLIO INCOME -DIGITAL FUEL CAPITAL FUND I, LP | $28,101 | $28,101 | $0 |
| DEDUCTIONS RELATED TO PORTFOLIO INCOME -FORGELIGHT (UNIVISION) INVESTORS II | $21,143 | $21,143 | $0 |
| MEALS | $28,686 | $0 | $22,949 |
| INSURANCE | $1,298 | $0 | $0 |
| BANK FEES | $908 | $0 | $0 |
| OUTSIDE SERVICES | $3,000 | $0 | $0 |
| UTILITIES | $3,699 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $1,181 | $0 | $0 |
| OFFICE SUPPLIES | $7,593 | $0 | $0 |
| PARKING | $3,088 | $0 | $0 |
| POSTAGE | $19 | $0 | $0 |
| OFFICE EXPENSES | $26,432 | $0 | $0 |
| INVESTMENT FEES | $15,281 | $15,281 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH ORDINARY INCOME - PAR GR II LP | $38,837 | -$554 | $38,837 |
| PASSTHROUGH ORDINARY INCOME -ORVIETO FUND, L.P | -$79,286 | $3,138 | -$79,286 |
| PASSTHROUGH ORDINARY INCOME - UP FUND, L.P. | -$12,304 | -$12,304 | -$12,304 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARDS PAYABLE | Desc |
| BOY Book Value | $9,992 | BOYBookValueAmt |
| EOY Book Value | $21,812 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $112,504 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $112,504 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES - ORVIETO FUND LP | $2,495 | $2,495 | $0 |
| FOREIGN TAXES - PAR GROUP II LP | $95 | $95 | $0 |
| FEDERAL TAXES | $345,000 | $0 | $0 |
| MASSACHUSETTS TAXES | $158,250 | $0 | $0 |
| PAYROLL TAXES | $25,681 | $0 | $20,544 |