G ZACHARY GUND FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- G ZACHARY GUND FOUNDATION (EIN 01-0752786)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202541339349103259
- Schema version
- 2024v5.1
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T13:39:51-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 088302700 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010752786 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZACHARY AND LINDSEY GUND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GZAC | BusinessNameControlTxt |
| Phone | 7817860504 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 MONUMENT SQUARE SUITE 220 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | G ZACHARY GUND | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6099213633 | PhoneNum |
| Signature | 2025-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA TAIBI | PreparerPersonNm |
| PTIN | P00179526 | PTIN |
| Phone | 7322437000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,316,586 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,984 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,984 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,815 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,815 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $513,528 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,726,412 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $513,528 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $567,327 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $567,327 | 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 |
| Other Prof Fees Rev And Expnss | $45,930 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,930 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $326 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $326 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $450 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $450 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,706 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,256 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,450 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,671,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,671,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,717,806 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,256 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,689,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,150,479 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $539,071 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $153,455 | CashBOYAmt |
| Cash EOY | $213,893 | CashEOYAmt |
| Cash EOYFMV | $213,893 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,993 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,391 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,391 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,768,527 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,567,469 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,095,302 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,934,975 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,788,753 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,316,586 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,934,975 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,788,753 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,934,975 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,788,753 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,934,975 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,788,753 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,934,975 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,150,479 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,257 | OtherIncreasesAmt |
| Subtotal | $1,788,753 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,788,753 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS - 66216-1 | P | 2023-01-01 | 2024-12-31 | $1,718,736 | $1,212,884 | $505,852 | $505,852 |
| GOLDMAN SACHS - 66216-1 | P | 2023-01-01 | 2024-12-31 | $7,676 | $7,676 | $7,676 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $513,528 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,493 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,493 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,493 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,194 | 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 | $21,194 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,701 | OverpaymentAmt |
| Applied To ES Tax | $13,701 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHERINE BIRD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7817860504 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 MONUMENT SQUARE SUITE 220 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01745 | 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 | 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 | 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 |
|---|---|---|---|---|---|---|---|---|
| GORDON Z GUND | ||||||||
| 30 MONUMENT SQUARE SUITE 220 | CONCORD | MA | 01742 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LINDSEY S GUND | ||||||||
| 30 MONUMENT SQUARE SUITE 220 | CONCORD | MA | 01742 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,768,264 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $331,048 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,099,312 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,099,312 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,490 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,037,822 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $201,891 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $201,891 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,493 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,493 | TotalTaxAmt |
| Distributable Before Adj | $194,398 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $194,398 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $194,398 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,689,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,689,550 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $194,398 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $542,687 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $627,322 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $307,725 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $626,668 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $661,620 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,766,022 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,689,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $194,398 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,495,152 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,261,174 | 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 | $542,687 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,718,487 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $627,322 | ExcessFromYear4Amt |
| Excess From Year3 | $307,725 | ExcessFromYear3Amt |
| Excess From Year2 | $626,668 | ExcessFromYear2Amt |
| Excess From Year1 | $661,620 | ExcessFromYear1Amt |
| Excess From Current Year | $1,495,152 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 1 FOR THE PLANET | |||||||
| 47 MAPLE STREET111 | BURLINGTON | VT | 05401 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 |
| ALZHEIMER'S ASSOC - ICE OUT ALZ | |||||||
| PO BOX 96011 | WASHINGTON | DC | 20090 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 |
| ATLANTIC SALMON FEDERATION | |||||||
| P O BOX 807 | CALAIS | ME | 046190807 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 |
| BIG SISTER ASSOCIATION OF GREATER BOSTON INC | |||||||
| 20 PARK PLAZA SUITE 1420 | BOSTON | MA | 02116 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET STREET SUITE 2 | LEWISBURG | PA | 17837 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSE OF ORGANIZATION. | $500 |
| CONCORD ART ASSOCIATION | |||||||
| 37 LEXINGTON ROAD | CONCORD | MA | 01742 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $250 |
| CONCORD BRIDGE (THE) - NEWSPAPER | |||||||
| 56 C WINTHROP STREET | CONCORD | MA | 01742 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 |
| CONCORD MUSEUM | |||||||
| 53 CAMBRIDGE TURNPIKE | CONCORD | MA | 01742 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSE OF ORGANIZATION. | $500 |
| CONCORD CARLISLE COMMUNITY CHEST INC | |||||||
| 19 MAIN STREET2 | CONCORD | MA | 01742 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,500 |
| CRANBERRY CUP | |||||||
| 30 MONUMENT SQUARESUITE 215 | CONCORD | MA | 01742 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $6,000 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION | $2,500 |
| EMERSON HEALTH CARE FOUNDATION | |||||||
| 133 OLD ROAD TO NINE ACRE CORNER | CONCORD | MA | 01742 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,500 |
| ENVIRONMENT WORKING GROUP | |||||||
| 1436 U STREET NW 100 | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,500 |
| EPIPHANY SCHOOL | |||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $24,000 |
| FENN SCHOOL | |||||||
| 516 MONUMENT STREET | CONCORD | MA | 01742 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $30,000 |
| FLEUR DE LIS CAMP | |||||||
| 120 HOWEVILLE ROAD | FITZWILLIAM | NH | 03447 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $250 |
| FOUNDATION FIGHTING BLINDNESS | |||||||
| POBOX 17279 | BALTIMORE | MD | 212970495 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 |
| GROTON SCHOOL- ANNUAL APPEAL | |||||||
| PO BOX 991 282 FARMERS ROW | GROTON | MA | 01450 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $50,000 |
| GROTON SCHOOL- GARDENER VILLAGE PLEDGE | |||||||
| PO BOX 991 282 FARMERS ROW | GROTON | MA | 01450 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $50,000 |
| MARIA MITCHELL ASSOCIATION | |||||||
| 4 VESTAL STREET | NANTUCKET | MA | 025540013 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF THE ORGANIZATION | $250 |
| MASS AUDUBON-DRUMLIN PAVILLION | |||||||
| 208 S GREAT RD | LINCOLN | MA | 01773 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION | $2,500 |
| THE MGH TRANSFORMATIVE SCHOLARS IN CSF DISORDERS ENDOWED FUND | |||||||
| 125 NASHUA ST SUITE 540 | BOSTON | MA | 21140 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $750,000 |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| PO BOX 13 | NANTUCKET | MA | 025540013 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $15,000 |
| NASHOBA BROOKS SCHOOL | |||||||
| 200 STRAWBERRY HILL ROAD | CONCORD | MA | 01742 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION | $175,000 |
| PINGREE SCHOOL | |||||||
| 537 HIGHLAND STREET | SOUTH HAMILTON | MA | 01982 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $100 |
| STRONG WINGS ADVENTURE SCHOOL | |||||||
| 9 NOBADEER FARM ROAD | NANTUCKET | MA | 025540013 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION | $1,000 |
| THE UMBRELLA COMMUNITY ARTS CENTER | |||||||
| 40 STOW STREET | CONCORD | MA | 01742 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $500 |
| THINKGIVE INC | |||||||
| 26 ELM STREET | CONCORD | MA | 01742 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $500 |
| TROUT UNLIMITED | |||||||
| 1300 N 17TH STREET SUITE 500 | ARLINGTON | VA | 22209 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $500 |
| UNIVERSITY OF VERMONT FOUNDATION | |||||||
| 411 MAIN STREET | BURLINGTON | VT | 05468 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSE OF ORGANIZATION. | $100,000 |
| UNIVERSITY OF VERMONT FOUNDATION | |||||||
| 97 SPEAR STREET | BURLINGTON | VT | 05405 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $200,000 |
| UNIVERSITY OF VERMONT FOUNDATION - ENVIRONMENT | |||||||
| 411 MAIN STREET | BURLINGTON | VT | 05401 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSE OF ORGANIZATION. | $150,000 |
| USA HOCKEY | |||||||
| 1775 BOB JOHNSON DRIVE | COLORADO SPRINGS | CO | 80906 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $250 |
| HARVARD SCHOOL OF DENTAL MEDICINE-RESTORATIVE DENTISTRY AND BIOMATERIALS SC | |||||||
| 124 MT AUBURN ST | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $50,000 |
| KGC DONOR ADVISED FUND | |||||||
| 28 STATE STREET | BOSTON | MA | 02109 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $10,000 |
| LINE IN THE SKY FOUNDATION | |||||||
| 20 WINSHIP DRIVE | STONEHAM | MA | 02180 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 |
| VANDERBILT UNIVERSITY | |||||||
| 222 BROADWAY | NEW YORK | NY | 10038 | NONE | 501(C)(3) | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,671,100 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,984 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,815 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $513,528 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $567,327 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $567,327 | TotalIncomeProducingActyAmt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS, CUSTODIAN | StockNm |
| EOY Book Value | $1,567,469 | EOYBookValueAmt |
| EOYFMV | $3,095,302 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES & SUBSCRIPTIONS | Desc |
| Revenue And Expenses Per Books | $450 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $450 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $4,257 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $18,000 | $0 | $18,000 |
| GOLDMAN SACHS MANAGEMENT FEES | $27,930 | $27,930 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $326 | Amt |
| Net Investment Income | $326 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |