BUSHROD H CAMPBELL AND ADAH F HALL CHARITY FUND: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BUSHROD H CAMPBELL AND ADAH F HALL CHARITY FUND (EIN 04-6013598)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2022-04-14
- IRS object ID
- 202201049349101015
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-14T15:04:18-05:00 | ReturnTs |
| Tax Period End | 2021-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041433295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046013598 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUSHROD H CAMPBELL & ADAH F HALL | BusinessNameLine1Txt |
| Business Name Line2 | CHARITY FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUSH | BusinessNameControlTxt |
| Phone | 6172277940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES LLP PO BOX 96120 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021961209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR B PAGE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172277940 | PhoneNum |
| Signature | 2022-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ARTHUR | PersonFirstNm |
| Person Last | PAGE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALBANA SULA | PreparerPersonNm |
| PTIN | P01456732 | PTIN |
| Phone | 6172277940 | PhoneNum |
| Preparation | 2022-04-08 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,054,870 | 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 |
| Dividends Rev And Expnss | $459,449 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $459,449 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,699,462 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,994,190 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,699,462 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,496 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,496 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,167,407 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,167,407 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $105,609 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $100,329 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,280 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $91,922 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $91,922 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,241 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,120 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,121 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $66,239 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,239 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $34,096 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,096 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,709 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,584 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $316,816 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $197,368 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $99,448 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,111,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,111,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,428,466 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $197,368 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,211,098 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,738,941 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,970,039 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,584,115 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,226,817 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,226,817 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,301,417 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,169,642 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,643,101 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,994,580 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,249,973 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,306,918 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $535,819 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $569,694 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $878,034 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,415,931 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,216,126 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,054,870 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $15,485,349 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,546,603 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,069,418 | RetainedEarningBOYAmt |
| Retained Earning EOY | $669,523 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,415,931 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,216,126 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,415,931 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,216,126 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,415,931 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,738,941 | ExcessRevenueOverExpensesAmt |
| Other Increases | $61,254 | OtherIncreasesAmt |
| Subtotal | $16,216,126 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,216,126 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $6,937,175 | $4,293,903 | $2,643,272 | $2,643,272 |
| PARK STREET CAPITAL PRIVATE EQUITY FUND XI | P | $56,007 | $56,007 | $56,007 | |
| PARK STREET CAPITAL PRIVATE EQUITY FUND XI | P | $217 | -$217 | -$217 | |
| WINDSAIL CREDIT QP FUND | P | $1,008 | $1,008 | $1,008 | |
| WINDSAIL CREDIT QP FUND | P | $49 | -$49 | -$49 | |
| PARK STREET CAPITAL PRIVATE EQUITY FUND XI | P | $559 | -$559 | -$559 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,699,462 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $41,284 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $41,284 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $41,284 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,285 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $45,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $66,285 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $271 | EsPenaltyAmt |
| Overpayment | $24,730 | OverpaymentAmt |
| Applied To ES Tax | $24,730 | 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 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | NANCY B GARDINER | IndividualWithBooksNm |
| Phone | 6175579767 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES LLP 75 STATE ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | 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 | 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 (3 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| NANCY B GARDINER | |||||||||
| HEMENWAY BARNES LLP 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 2.50 | $49,680 | $0 | $0 | |
| ARTHUR B PAGE | |||||||||
| HEMENWAY BARNES LLP 75 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 2.50 | $49,679 | $0 | $0 | |
| GEORGE P BEAL | |||||||||
| BOSTON FAMILY OFFICE LLC 88 BROAD | BOSTON | MA | 02110 | TRUSTEE | 1.00 | $6,250 | $0 | $0 | ST |
| 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 | $25,625,611 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,291,720 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,917,331 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,917,331 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $433,760 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,483,571 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,424,179 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,424,179 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,284 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,284 | TotalTaxAmt |
| Distributable Before Adj | $1,382,895 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,382,895 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,382,895 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,211,098 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,211,098 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,211,098 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,382,895 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,203,561 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,211,098 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,203,561 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,537 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,375,358 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (141 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| 826 BOSTON | |||||
| 3035 WASHINGTON ST | ROXBURY | MA | 02119 | PROGRAMS FOR ENGLISH LANGUAGE LEARNERS. | $5,000 |
| ACTION FOR BOSTON COMMUNITY DEVELOPMENT INC | |||||
| 178 TREMONT STREET | BOSTON | MA | 02111 | ELDER SERVICE PROGRAMS. | $10,000 |
| ADOLESCENT CONSULTATION SERVICES INC | |||||
| 189 CAMBRIDGE STREET | CAMBRIDGE | MA | 02141 | DIRECT MENTAL HEALTH SERVICES FOR COURT-INVOLVED CHILDREN AND THEIR FAMILIES | $5,000 |
| ARTISTS FOR HUMANITY | |||||
| 100 WEST SECOND STREET | BOSTON | MA | 02127 | ARTISTS FOR HUMANITY'S YOUTH ARTS ENTERPRISE. | $10,000 |
| BASEBALL INC THE | |||||
| 150 SHIRLEY STREET | ROXBURY | MA | 02119 | ACADEMIC AND CAREER INSTITUTE | $10,000 |
| BAY COVE HUMAN SERVICES INC | |||||
| 66 CANAL STREET | BOSTON | MA | 02114 | CARDINAL MEDEIROS DAY SHELTER AND SENIOR CENTER. | $10,000 |
| BENEVOLENT FRATERNITY OF UNITARIAN CHURCHES | |||||
| 10 PUTNAM STREET | ROXBURY | MA | 02119 | DOMESTIC VIOLENCE PROGRAMS. | $8,000 |
| BIG SISTER ASSOCIATION OF GREATER BOSTON INC | |||||
| 20 PARK PLAZA SUITE 1420 | BOSTON | MA | 02116 | GENERAL OPERATING SUPPORT. | $10,000 |
| BOSTON CASA INC | |||||
| 85 MERRIMAC STREET SUITE 401 | BOSTON | MA | 02114 | COURT APPOINTED SPECIAL ADVOCATES FOR CHILDREN AND YOUTH. | $10,000 |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER INC | |||||
| 885 WASHINGTON STREET | BOSTON | MA | 02111 | THE COLLEGE ACCESS PROGRAM. | $7,500 |
| BOSTON DEBATE LEAGUE INC | |||||
| 1542 TREMONT ST | BOSTON | MA | 02120 | GENERAL OPERATING SUPPORT. | $10,000 |
| BOSTON FOOD FOREST COALITION | |||||
| 500 WALK HILL STREET | MATTAPAN | MA | 02126 | URBAN FARMING EDUCATION AND YOUTH EMPLOYMENT PROJECT. | $5,000 |
| BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM | |||||
| 780 ALBANY STREET | BOSTON | MA | 02118 | LIFE ESSENTIALS FUND | $10,000 |
| BOSTON HOME INC THE | |||||
| 2049 DORCHESTER AVE | BOSTON | MA | 02124 | WHEELCHAIR ENHANCEMENT CENTER | $8,000 |
| BOSTON MEDICAL CENTER CORPORATION | |||||
| ONE BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 021182908 | ELDERS LIVING AT HOME PROGRAM | $18,000 |
| BOSTON PARTNERS IN EDUCATION INC | |||||
| 192 SOUTH ST STE 600 | BOSTON | MA | 02111 | INTERGENERATIONAL RECRUITMENT, SUPPORT & RETENTION INITIATIVE. | $10,000 |
| BOYS & GIRLS CLUBS OF DORCHESTER | |||||
| 1135 DORCHESTER AVENUE | DORCHESTER | MA | 02125 | LEARNING HUBS. | $7,500 |
| BREAKTHROUGH GREATER BOSTON | |||||
| PO BOX 381486 | CAMBRIDGE | MA | 02238 | SUMMER PROGRAMMING. | $5,000 |
| BREAKTIME CAFE INC | |||||
| 471 WASHINGTON ST FLOOR 2 | WELLESLEY | MA | 02482 | THE DOUBLE IMPACT INITIATIVE. | $5,000 |
| BRIDGE OVER TROUBLED WATERS INC | |||||
| 47 WEST STREET | BOSTON | MA | 02111 | THE SINGLE PARENT HOUSE. | $10,000 |
| BROOKVIEW HOUSE INC | |||||
| 2 BROOKVIEW STREET | DORCHESTER | MA | 02124 | YOUTH DEVELOPMENT PROGRAMS FOR HOMELESS AND AT-RISK YOUTH. | $10,000 |
| CAMBRIDGE SCHOOL VOLUNTEERS INC | |||||
| 459 BROADWAY | CAMBRIDGE | MA | 02138 | THE INTERGENERATIONAL MATH AND EARLY LITERACY PROGRAM. | $5,000 |
| CARITAS COMMUNITIES INC | |||||
| 25 BRAINTREE HILL PARK | BRAINTREE | MA | 02184 | RESIDENT SUPPORT SERVICES. | $7,500 |
| CASA ESPERANZA INC | |||||
| 302 EUSTIS STREET | BOSTON | MA | 02119 | BEDROOM FURNITURE FOR THE LATINAS Y NINOS PROGRAM. | $5,000 |
| CASA MYRNA VAZQUEZ INC | |||||
| 451 BLUE HILL AVENUE | BOSTON | MA | 02121 | EMERGENCY SUPPORT FOR SURVIVORS OF DOMESTIC VIOLENCE AND THEIR FAMILIES | $10,000 |
| CASA NUEVA VIDA INC | |||||
| 53 GLEN ROAD | JAMAICA PLAIN | MA | 02130 | THE CONGREGATE FAMILY HOMELESS SHELTERS. | $7,000 |
| CATHEDRAL HIGH SCHOOL INC | |||||
| 74 UNION PARK STREET | BOSTON | MA | 02118 | CATHEDRAL ACADEMICS. | $5,000 |
| CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON INC | |||||
| 275 WEST BROADWAY | SOUTH BOSTON | MA | 02127 | GREATER BOSTON BASIC NEEDS PROGRAM. | $5,000 |
| CHILDREN'S ADVOCACY CENTER OF SUFFOLK COUNTY | |||||
| 989 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | GENERAL OPERATING SUPPORT. | $5,000 |
| CHILDREN'S SERVICES OF ROXBURY INC | |||||
| 520 DUDLEY STREET | ROXBURY | MA | 02119 | THE YOUTH AND POLICE IN PARTNERSHIP PROGRAM. | $5,000 |
| CITY MISSION INC | |||||
| 185 COLUMBIA ROAD SUITE 317 | BOSTON | MA | 02121 | A LIFT UP, HOMELESSNESS PREVENTION PROGRAM. | $10,000 |
| CLARKE SCHOOLS FOR THE DEAF | |||||
| 1 WHITMAN ROAD | CANTON | MA | 02021 | CLARKE BOSTON LISTENING AND SPOKEN LANGUAGE PROGRAMS. | $8,000 |
| CODMAN ACADEMY CHARTER PUBLIC SCHOOL | |||||
| 637 WASHINGTON STREET | DORCHESTER | MA | 02124 | INTERNSHIPS AND COLLEGE & CAREER ADVISING. | $8,000 |
| COLLEGE BOUND DORCHESTER | |||||
| 222 BOWDOIN STREET | DORCHESTER | MA | 02122 | BOSTON UNCORNERED MODEL | $5,000 |
| COMMUNITY ACTION AGENCY OF SOMERVILLE | |||||
| 66-70 UNION SQUARE SUITE 104 | SOMERVILLE | MA | 02143 | COVID-19 RELATED NEEDS. | $7,500 |
| COMMUNITY ROWING INC | |||||
| 20 NONANTUM ROAD | BRIGHTON | MA | 02135 | LET'S ROW PROGRAMS | $5,000 |
| COMMUNITY SERVINGS INC | |||||
| 179 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NUTRITION PROGRAM FOR INDIVIDUALS AND FAMILIES AFFECTED BY CRITICAL AND CHRONIC ILLNESSES. | $10,000 |
| CRISPUS ATTUCKS CHILDREN'S CENTER | |||||
| 105 CRAWFORD ST | DORCHESTER | MA | 02121 | GENERAL OPERATING SUPPORT. | $7,500 |
| DEVELOPMENTAL EVALUATION AND ADJUSTMENT FACILITIES INC | |||||
| 215 BRIGHTON AVENUE | ALLSTON | MA | 02134 | DEAF-ACCESSIBLE CASE MANAGEMENT AND COORDINATED BASIC SERVICES. | $8,000 |
| DISCOVERING JUSTICE | |||||
| 1 COURTHOUSE WAY SUITE 3120 | BOSTON | MA | 02116 | ADAPTING, STRENGTHENING, AND CREATING DURING COVID-19: DISCOVERING JUSTICE AND THE 2020-2021 SCHOOL YEAR. | $5,000 |
| ECONOMIC MOBILITY PATHWAYS INC | |||||
| 308 CONGRESS STREET 5TH FLOOR | BOSTON | MA | 02210 | MOBILITY MENTORING SERVICES. | $4,000 |
| EMERGE A MEN'S COUNSELING SERVICE ON DOMESTIC VIOLENCE | |||||
| 388 PLEASANT ST | MALDEN | MA | 02148 | COVID-19 COUNSELING SCHOLARSHIP FUND | $8,000 |
| ENROOT INC | |||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | VIRTUAL MENTORING, TUTORING AND LEADERSHIP DEVELOPMENT PROGRAM FOR IMMIGRANT YOUTH. | $5,000 |
| EPIPHANY SCHOOL INC | |||||
| 154 CENTRE STREET | BOSTON | MA | 02124 | EPIPHANY SCHOOL'S GENERAL OPERATIONS. | $8,000 |
| EVKIDS INC | |||||
| 218 ADAMS ST 220502 | BOSTON | MA | 02122 | TUTORING FOR AT-RISK BOSTON YOUTH | $5,000 |
| FAMILIES FIRST PARENTING PROGRAMS INC | |||||
| 50 HUNT STREET SUITE 320 | WATERTOWN | MA | 02472 | THE POWER OF PARENTING AND PARENT LEADERSHIP PROGRAMMING. | $5,000 |
| FAMILY AND CHILDREN'S SERVICE OF GREATER LYNN INC | |||||
| 111 NORTH COMMON STREET | LYNN | MA | 01902 | YOUTH SERVICES PROGRAMMING. | $5,000 |
| FAMILY NURTURING CENTER OF MASSACHUSETTS INC | |||||
| 200 BOWDOIN ST | DORCHESTER | MA | 02122 | GENERAL OPERATING SUPPORT. | $5,000 |
| FAMILYAID BOSTON INC | |||||
| 3815 WASHINGTON ST | BOSTON | MA | 02130 | THE BOSTON PUBLIC SCHOOLS HOMELESSNESS PREVENTION PARTNERSHIP. | $7,000 |
| FATHER BILL'S & MAINSPRING INC | |||||
| 422 WASHINGTON STREET | QUINCY | MA | 02169 | TRIAGE PROJECT WRAPAROUND SUPPORT SERVICES | $8,000 |
| FOOD FOR FREE COMMITTEE INC | |||||
| 11 INMAN ST | CAMBRIDGE | MA | 02139 | HOME DELIVERY. | $7,500 |
| FRANCISCAN HOSPITAL FOR CHILDREN INC | |||||
| 30 WARREN STREET | BRIGHTON | MA | 02135 | CHILDREN'S WELLNESS INITIATIVE | $10,000 |
| FRIENDS OF 2LIFE COMMUNITIES INC | |||||
| 30 WALLINGFORD ROAD | BRIGHTON | MA | 02135 | TECHNOLOGY-ENHANCED CARINGCHOICES. | $5,000 |
| FRIENDS OF ST STEPHEN'S YOUTH PROGRAMS | |||||
| 419 SHAWMUT AVENUE | BOSTON | MA | 02118 | THE B-SAFE PROGRAM. | $15,000 |
| FRIENDS OF THE CHILDREN- BOSTON INC | |||||
| 184 DUDLEY STREET SUITE 100 | ROXBURY | MA | 021192556 | MENTORING FOR YOUTH. | $5,000 |
| FRIENDSHIPWORKS INC | |||||
| 105 CHAUNCY STREET SUITE 801 | BOSTON | MA | 02111 | GENERAL OPERATING SUPPORT. | $12,000 |
| GENERATIONS INCORPORATED | |||||
| 25 KINGSTON ST | BOSTON | MA | 02111 | THE ACTIVE AGING PROGRAM. | $7,000 |
| GIRLS INC OF LYNN | |||||
| 50 HIGH STREET | LYNN | MA | 01902 | TEEN PROGRAMS. | $5,000 |
| GREATER BOSTON FOOD BANK INC THE | |||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | THE BROWN BAG PROGRAM FOR SENIORS. | $20,000 |
| GREATER BOSTON LEGAL SERVICES | |||||
| 197 FRIEND STREET | BOSTON | MA | 02114 | THE LEGAL ADVOCACY FOR ELDERS PROJECT. | $12,500 |
| HALEY HOUSE INC | |||||
| 23 DARTMOUTH STREET | BOSTON | MA | 02116 | EMERGENCY FOOD PROGRAMS FOR ELDERS. | $6,000 |
| HARLEM LACROSSE AND LEADERSHIP CORPORATION | |||||
| PO BOX 260982 | MATTAPAN | MA | 02126 | GENERAL OPERATING SUPPORT. | $7,000 |
| HEADING HOME INC | |||||
| 529 MAIN ST SUITE 100 | CHARLESTOWN | MA | 02129 | GENERAL OPERATING SUPPORT | $10,000 |
| HEALTH CARE WITHOUT WALLS | |||||
| 148 LINDEN STREET SUITE 208 | WELLESLEY | MA | 02482 | COMPASSIONATE CARE FOR AGING, HOMELESS WOMEN. | $5,000 |
| HEALTH RESOURCES IN ACTION INC | |||||
| 2 BOYLSTON STREET 4TH FLOOR | BOSTON | MA | 02116 | POSTDOCTORAL RESEARCH FELLOWSHIP PROGRAM | $50,000 |
| HESPERIAN HEALTH GUIDES | |||||
| 1919 ADDISON STREET SUITE 304 | BERKELEY | CA | 94704 | GLOBAL WOMEN'S REPRODUCTIVE HEALTH AND RIGHTS PROGRAMS. | $8,000 |
| HOME FOR LITTLE WANDERERS THE | |||||
| 10 GUEST STREET | BOSTON | MA | 02145 | SOMERVILLE VILLAGE | $10,000 |
| HOMEOWNER OPTIONS FOR MASSACHUSETTS ELDERS INC | |||||
| 87 HALE STREET | LOWELL | MA | 01851 | ELDER HOMEOWNER DISPLACEMENT PREVENTION EFFORTS. | $8,000 |
| HORIZONS FOR HOMELESS CHILDREN INC | |||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | LITERACY EDUCATION FOR CHILDREN EXPERIENCING HOMELESSNESS. | $10,000 |
| HYDE SQUARE TASK FORCE INC | |||||
| 30 SUNNYSIDE STREET | JAMAICA PLAIN | MA | 02130 | THE JOVENES EN ACCION/YOUTH IN ACTION PROGRAM. | $5,000 |
| IMMIGRANT FAMILY SERVICES INSTITUTE INC | |||||
| 1626 BLUE HILL AVENUE | MATTAPAN | MA | 02126 | PLUS AFTER-SCHOOL AND SUMMER PROGRAM | $10,000 |
| INNERCITY WEIGHTLIFTING INC | |||||
| PO BOX 171313 | BOSTON | MA | 02117 | GENERAL OPERATING SUPPORT. | $5,000 |
| INQUILINOS BORICUAS EN ACCIN | |||||
| 405 SHAWMUT AVE | BOSTON | MA | 02118 | GENERAL OPERATING SUPPORT. | $6,000 |
| INVERSANT | |||||
| 45 TEMPLE PL | BOSTON | MA | 02111 | GENERAL OPERATING SUPPORT. | $10,000 |
| JEWISH FAMILY & CHILDREN'S SERVICE | |||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | FAMILY TABLE. | $5,000 |
| LA VIDA INC | |||||
| 120 MUNROE STREET | LYNN | MA | 01901 | EXPANDING EQUITY IN HIGHER EDUCATION FOR LYNN, MA | $5,000 |
| LITTLE BROTHERS - FRIENDS OF THE ELDERLY | |||||
| 2 PARK PLAZA STE 314 | BOSTON | MA | 02116 | CITYSITES. | $5,000 |
| MAB COMMUNITY SERVICES INC | |||||
| 200 IVY STREET | BROOKLINE | MA | 02446 | GREATER BOSTON HEALTHY LIVING INITIATIVE FOR OLDER ADULTS WITH VISION LOSS PROGRAM | $7,500 |
| MARGARET FULLER NEIGHBORHOOD HOUSE INC | |||||
| 71 CHERRY STREET | CAMBRIDGE | MA | 02139 | COMMUNITY ADVANCEMENT PROGRAM | $8,000 |
| MASSACHUSETTS ALLIANCE OF PORTUGUESE SPEAKERS | |||||
| 1046 CAMBRIDGE STREET | CAMBRIDGE | MA | 02139 | MAPS CAMBRIDGE SENIOR CENTER. | $5,000 |
| MASSACHUSETTS COALITION FOR THE HOMELESS INC | |||||
| 73 BUFFUM STREET | LYNN | MA | 01902 | THE CASA PROJECT. | $9,000 |
| MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN (MSPCC) | |||||
| 125 HARTWELL AVENUE | LEXINGTON | MA | 02421 | KINNECTIONS PROGRAM. | $7,000 |
| METROPOLITAN BOSTON HOUSING PARTNERSHIP INC | |||||
| 1411 TREMONT STREET | BOSTON | MA | 02120 | SPECIALIZED INTENSIVE PROGRAMS AND SERVICES. | $5,000 |
| MISSION OF DEEDS INC | |||||
| 6 CHAPIN AVE | READING | MA | 01867 | GENERAL OPERATING SUPPORT. | $5,000 |
| MORE THAN WORDS INC | |||||
| 56 FELTON STREET | WALTHAM | MA | 02453 | GENERAL OPERATING SUPPORT. | $10,000 |
| MOTHERS FOR JUSTICE AND EQUALITY | |||||
| 2201 WASHINGTON STREET | ROXBURY | MA | 02119 | YOUNG PARENT PROGRAM | $5,000 |
| MOUNT PLEASANT HOME | |||||
| 301 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | OPERATING SUPPORT FOR MOUNT PLEASANT HOME. | $5,000 |
| MUJERES UNIDAS AVANZANDO | |||||
| 54 CLAYTON STREET | DORCHESTER | MA | 02122 | REPRODUCTIVE HEALTH COMMUNITY LEADERSHIP PROJECT (RHCLP). | $9,000 |
| NATIVITY-BOSTON INC | |||||
| 39 LAMARTINE ST | JAMAICA PLAIN | MA | 02130 | FROM CLASSROOM TO CAREER INITIATIVE | $5,000 |
| NEIGHBORHOOD OF AFFORDABLE HOUSING INC | |||||
| 143 BORDER STREET | EAST BOSTON | MA | 02128 | SENIOR HOME REPAIR SERVICES PROGRAM 2021 | $10,000 |
| ON THE RISE INC | |||||
| 341 BROADWAY | CAMBRIDGE | MA | 02139 | THE SAFE HAVEN AND KEEP THE KEYS PROGRAMS. | $10,000 |
| OPERATION ABLE OF GREATER BOSTON INC | |||||
| 174 PORTLAND ST 5TH FLOOR | BOSTON | MA | 02114 | ABLE SKILLS2WORK TRAINING PROGRAM | $10,000 |
| PARENTS HELPING PARENTS - THE ROUNDTABLE OF SUPPORT INC | |||||
| 108 WATER STREET | WATERTOWN | MA | 02472 | PARENTING SUPPORT GROUPS FOR INDIGENT WOMEN. | $5,000 |
| PARTNERS FOR YOUTH WITH DISABILITIES | |||||
| 5 MIDDLESEX AVE SUITE 307 | SOMERVILLE | MA | 02145 | MENTOR MATCH. | $8,000 |
| PCI MEDIA IMPACT | |||||
| 26 BROADWAY | NEW YORK | NY | 10004 | FAMILY PLANNING AND REPRODUCTIVE HEALTH IN THE COVID-19 PANDEMIC IN AFRICA AND LATIN AMERICA. | $10,000 |
| PEER HEALTH EXCHANGE INC | |||||
| 655 CENTRE STREET | JAMAICA PLAIN | MA | 02130 | EMPOWERING YOUNG PEOPLE TO MAKE HEALTHY DECISIONS | $10,000 |
| PHILANTHROPY MASSACHUSETTS | |||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | MEMBERSHIP. | $6,150 |
| PIERS PARK SAILING INC | |||||
| 95 MARGINAL STREET | EAST BOSTON | MA | 02128 | THE INCLUSIVE YOUTH DEVELOPMENT PROGRAM | $5,000 |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC | |||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | SEXUAL HEALTH EDUCATION PROGRAMS. | $12,000 |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | |||||
| 784 HERCULES DRIVE STE 110 | COLCHESTER | VT | 05446 | REPRODUCTIVE HEALTH CARE FOR LOW-INCOME PATIENTS. | $15,000 |
| POLITICAL ASYLUMIMMIGRATION REPRESENTATION PROJECT INC | |||||
| 98 NORTH WASHINGTON STREET | BOSTON | MA | 02114 | THE ACCESS TO JUSTICE FOR IMMIGRANT FAMILIES PROGRAM. | $10,000 |
| PROJECT BREAD-THE WALK FOR HUNGER | |||||
| 145 BORDER STREET | EAST BOSTON | MA | 02128 | FOODSOURCE HOTLINE | $5,000 |
| PROJECT CITIZENSHIP | |||||
| 11 BEACON STREET SUITE 720 | BOSTON | MA | 02108 | CITIZENSHIP SERVICES | $5,000 |
| PROJECT HOPE | |||||
| 550 DUDLEY STREET | ROXBURY | MA | 02119 | HOUSING SERVICES. | $5,000 |
| QUINCY COMMUNITY ACTION PROGRAMS INC | |||||
| 1509 HANCOCK STREET | QUINCY | MA | 02169 | THE SOUTHWEST COMMUNITY FOOD CENTER. | $5,000 |
| RAW ART WORKS INC | |||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | ARTS-BASED AFTER-SCHOOL AND OUT-OF-SCHOOL-TIME PROGRAMMING FOR HIGH SCHOOL STUDENTS | $10,000 |
| REACH BEYOND DOMESTIC VIOLENCE INC | |||||
| PO BOX 540024 | WALTHAM | MA | 02454 | EMERGENCY SHELTER FOR DOMESTIC ABUSE SURVIVORS | $8,000 |
| REBUILDING TOGETHER BOSTON | |||||
| PO BOX 301209 | JAMAICA PLAIN | MA | 02130 | THE SAFE AT HOME PROGRAM. | $5,000 |
| RESPOND INC | |||||
| PO BOX 555 | SOMERVILLE | MA | 02143 | EMERGENCY SHELTER PROGRAM. | $5,000 |
| RIAN IMMIGRANT CENTER INC | |||||
| ONE STATE STREET 8TH FLOOR | BOSTON | MA | 02109 | IMMIGRANT INTEGRATION SERVICES. | $10,000 |
| ROGERSON COMMUNITIES INC | |||||
| ONE FLORENCE STREET | BOSTON | MA | 02131 | ADULT DAY HEALTH PROGRAMS FOR LOW-INCOME OLDER ADULTS. | $10,000 |
| ROOM TO GROW NATIONAL INC | |||||
| 400 SHAWMUT AVENUE | BOSTON | MA | 02118 | GENERAL OPERATING SUPPORT. | $6,000 |
| ROOT NS INC | |||||
| 35 CONGRESS STREET | SALEM | MA | 01970 | HELPING AT-RISK YOUTH BUILD PATHWAYS TO SUCCESS | $6,000 |
| ROSIE'S PLACE INC | |||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | FOOD PROGRAMS FOR POOR AND HOMELESS WOMEN AND THEIR CHILDREN. | $8,000 |
| SAINT FRANCIS HOUSE INC | |||||
| ADMINISTRATION OFFICE | BOSTON | MA | 02116 | REFUGE SERVICES. | $10,000 |
| SELF ESTEEM BOSTON EDUCATIONAL INSTITUTE INC | |||||
| 8 LAKEVILLE ROAD SUITE 3 | JAMAICA PLAIN | MA | 02130 | THE SKILLS FOR SUCCESS PROGRAM. | $5,000 |
| SHOOTING TOUCH INC | |||||
| 65 SPRAGUE STREET | BOSTON | MA | 021362061 | BOSTON PROGRAMS. | $5,000 |
| SILVER LINING MENTORING INC | |||||
| 727 ATLANTIC AVENUE | BOSTON | MA | 02111 | STIPENDS FOR LEARN & EARN PARTICIPANTS. | $7,500 |
| SOUTH BOSTON NEIGHBORHOOD HOUSE | |||||
| 136 H STREET | SOUTH BOSTON | MA | 02127 | SENIOR PROGRAMS | $7,500 |
| SPORTSMEN'S TENNIS & ENRICHMENT CENTER | |||||
| 950 BLUE HILL AVENUE | DORCHESTER | MA | 02124 | SCHOOL TO SPORTSMEN'S PROGRAMS. | $5,000 |
| STEPPINGSTONE FOUNDATION INC | |||||
| ONE APPLETON STREET FOURTH FLOOR | BOSTON | MA | 02116 | THE STEPPINGSTONE ACADEMY. | $7,500 |
| STRAIGHT AHEAD MINISTRIES | |||||
| 791 MAIN STREET | WORCESTER | MA | 01610 | METRO BOSTON RE-ENTRY PROGRAM | $8,000 |
| STRIVE BOSTON | |||||
| 651 WASHINGTON STREET | DORCHESTER | MA | 02124 | THE START PROGRAM. | $8,000 |
| STRONG WOMEN STRONG GIRLS INC | |||||
| 555 AMORY STREET | JAMAICA PLAIN | MA | 02130 | SUPPORTING UNDERSERVED GIRLS THROUGH MENTORSHIP | $7,500 |
| SUMMER SEARCH | |||||
| 3840 WASHINGTON STREET | JAMAICA PLAIN | MA | 02130 | GENERAL OPERATING SUPPORT. | $6,000 |
| THE BARRY L PRICE REHABILITATION CENTER INC | |||||
| 27 CHRISTINA STREET SUITE 201 | NEWTON | MA | 02461 | EMPLOYMENT SERVICES. | $7,500 |
| THE CARROLL CENTER FOR THE BLIND | |||||
| 770 CENTRE ST | NEWTON | MA | 02458 | VISION SERVICES FOR THE BLIND AND VISUALLY IMPAIRED. | $5,000 |
| THE IMMIGRANT LEARNING CENTER INC | |||||
| 442 MAIN STREET | MALDEN | MA | 021485117 | THE ENGLISH SPEAKERS OF OTHER LANGUAGES PROGRAM. | $5,000 |
| THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER | |||||
| PO BOX 127 | BOSTON | MA | 02127 | SUPPORTING BOSTON PUBLIC SCHOOLS STUDENTS AND SCHOOLS IN RECOVERY FROM THE IMPACTS OF COVID-19. | $5,000 |
| UPSTREAM USA INC | |||||
| 426 17TH STREET SUITE 200 | OAKLAND | CA | 94612 | GENERAL OPERATING SUPPORT. | $10,000 |
| VETERANS LEGAL SERVICES INC | |||||
| PO BOX 8457 | BOSTON | MA | 02114 | LEGAL AID SERVICES | $6,000 |
| VICTORY PROGRAMS INC | |||||
| 965 MASSACHUSETTS AVENUE | BOSTON | MA | 02118 | NUTRITION AND MEALS PROGRAM. | $5,000 |
| VIETNAM VETERANS WORKSHOP INC | |||||
| 17 COURT STREET | BOSTON | MA | 02108 | VETERANS TRAINING AND EMPLOYMENT SERVICES PROGRAM. | $10,000 |
| VOLUNTEER LAWYERS PROJECT OF THE BOSTON BAR ASSOCIATION | |||||
| 7 WINTHROP SQUARE 2ND FLOOR | BOSTON | MA | 02110 | SENIOR ASSISTANCE THROUGH THE EASTERN REGION LEGAL INTAKE HELPLINE. | $5,000 |
| WALKER INC | |||||
| 1968 CENTRAL AVENUE | NEEDHAM | MA | 02492 | GENERAL OPERATING SUPPORT. | $10,000 |
| WEST END HOUSE INC | |||||
| 105 ALLSTON ST | ALLSTON | MA | 02134 | THE COLLEGE AND CAREER SUCCESS PROGRAM | $10,000 |
| WOMEN'S EDUCATIONAL CENTER INC | |||||
| 25 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | SERVICES FOR ALL WOMEN DURING AND AFTER THE COVID-19 CRISIS. | $7,000 |
| WOMEN'S LUNCH PLACE INC | |||||
| PO BOX 170900 | BOSTON | MA | 02117 | HEALTHY MEALS PROGRAM. | $10,000 |
| YOUNG AUDIENCES OF MASSACHUSETTS INC | |||||
| 89 SOUTH STREET SUITE 603 | BOSTON | MA | 02111 | EXPANDING HORIZONS THROUGH MUSIC PROGRAMS. | $8,000 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF METRO NORTH INC | |||||
| 2 CENTENNIAL DRIVE SUITE 4A | PEABODY | MA | 01960 | THE LYNN YMCA, FOR THE YOUTH CENTER DAY TIME EXPANSION. | $5,000 |
| ZUMIX | |||||
| 260 SUMNER ST | BOSTON | MA | 02128 | HANDS-ON YOUTH DEVELOPMENT. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,111,650 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $459,449 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,496 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,699,462 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd |
|---|---|
| K1 PARK STREET CAPITAL PRIVATE EQUITY | 14 |
| K1 WINDSAIL CREDIT QP FUND, LP | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,167,407 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,167,407 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEE | CategoryTxt |
| Amt | $4,241 | Amt |
| Net Investment Income | $2,120 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,121 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INV - CORP BONDS | BondNm |
| EOY Book Value | $1,249,973 | EOYBookValueAmt |
| EOYFMV | $1,306,918 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INV - CORP STOCK | StockNm |
| EOY Book Value | $9,169,642 | EOYBookValueAmt |
| EOYFMV | $23,643,101 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| K1 PARK ST CAPITAL PRIVATE EQUITY FD XI (80-0966349) | AT COST | $402,691 | $666,997 |
| K1 WINDSAIL CREDIT QP FUND, LP (61-1848883) | AT COST | $167,003 | $211,037 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATION & LEGAL FEES | CategoryTxt |
| Legal Fees | $91,922 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $91,922 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMONWEALTH OF MASSACHUSETTS - FILING FEE | $125 | $0 | $125 |
| PARTNERSHIP DEDUCTIONS | $13,591 | $13,591 | $0 |
| ADR FEES | $993 | $993 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $8,496 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,496 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,496 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENT | Desc |
| Amt | $61,254 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $66,239 | Amt |
| Net Investment Income | $66,239 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $14,080 | $14,080 | $0 |
| FOREIGN TAXES WITHHELD FROM PARTNERSHIPS | $16 | $16 | $0 |
| FEDERAL ESTIMATED TAXES | $20,000 | $0 | $0 |