GIVING GROUSBECK FAZZALARI: Form 990PF, tax year 2020
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- Organization
- GIVING GROUSBECK FAZZALARI (EIN 30-6284986)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-07-07
- IRS object ID
- 202201889349100600
- 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
- General Explanation Attachment
- Other Assets 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 | 2022-07-07T08:41:44-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043074582 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mary C Buletza CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 730 | AddressLine1Txt |
| City | Point Pleasant | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 087420730 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 306284986 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GivingGrousbeck Fazzalari | BusinessNameLine1Txt |
| Business Name Line2 | dated April 20 2011 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GIVI | BusinessNameControlTxt |
| Phone | 7322951000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | co Mary C Buletza CPA PO Box 73 | AddressLine1Txt |
| City | Point Pleasant | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 087420730 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Wycliffe K Grousbeck | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6178548001 | PhoneNum |
| Signature | 2022-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Wycliffe | PersonFirstNm |
| Person Last | Grousbeck | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mary C Buletza | PreparerPersonNm |
| PTIN | P00546079 | PTIN |
| Phone | 7322951000 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | $428,871,474 | 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 | $4,888 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,888 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,177,542 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,177,440 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,860,981 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,915,580 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,852,715 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $111,686 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,814 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,155,097 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,039,857 | 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 |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $676,918 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $466,085 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $210,833 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $79,149 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $23,264 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,722 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,076 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,544 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,544 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $848,345 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $722,444 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,020 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,640,678 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,215,369 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $221,397 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,333,541 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,333,541 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,974,219 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,215,369 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,554,938 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,819,122 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,824,488 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,776,344 | CashBOYAmt |
| Cash EOY | $21,354,761 | CashEOYAmt |
| Cash EOYFMV | $21,354,761 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $70,451,953 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,822,456 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,822,456 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $190,168,891 | OtherAssetsBOYAmt |
| Other Assets EOY | $223,417,530 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $367,694,257 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $299,397,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $284,594,747 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $428,871,474 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $299,397,188 | RetainedEarningBOYAmt |
| Retained Earning EOY | $284,594,747 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $299,397,188 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $284,594,747 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $299,397,188 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $284,594,747 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $299,397,188 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,819,122 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,681 | OtherIncreasesAmt |
| Subtotal | $284,594,747 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $284,594,747 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| K-1 STCG UBI | P | 2020-12-01 | 2021-11-30 | $2,633 | $2,633 | $0 | $0 |
| K-1 Sec 1231 UBI | P | 2020-11-30 | 2021-11-30 | $5,591 | $5,591 | $0 | $0 |
| K-1 LTCG UBI | P | 2020-11-30 | 2021-11-30 | $42 | $42 | $0 | $0 |
| K-1 STCG | P | 2020-12-01 | 2021-11-30 | $669,167 | $669,167 | $669,167 | |
| K-1 Sec 1256 STCG - 40% | P | 2020-12-01 | 2021-11-30 | $19,802 | -$19,802 | -$19,802 | |
| K-1 Sec 1256 LTCG - 60% | P | 2020-11-30 | 2021-11-30 | $29,703 | -$29,703 | -$29,703 | |
| K-1 Sec 1231 | P | 2020-11-30 | 2021-11-30 | $5,094 | -$5,094 | -$5,094 | |
| K-1 LTCG | P | 2020-11-30 | 2021-11-30 | $1,238,147 | $1,238,147 | $1,238,147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,852,715 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $67,060 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $67,060 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $67,060 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $144,466 | 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 | $144,466 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $77,406 | OverpaymentAmt |
| Applied To ES Tax | $77,406 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | Wycliffe K Grousbeck | IndividualWithBooksNm |
| Phone | 6178548005 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 226 Causeway Street 4th Floor | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | 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 |
|---|---|---|---|---|---|---|---|---|
| Wycliffe K Grousbeck | ||||||||
| 226 Causeway Street 4th Floor | Boston | MA | 02114 | Trustee | 2.00 | $0 | $0 | $2,272 |
| Emilia G Fazzalari | ||||||||
| 226 Causeway Street 4th Floor | Boston | MA | 02114 | Trustee | 2.00 | $0 | $0 | $2,272 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP Morgan | |||||
| 270 Park Avenue | New York | NY | 10017 | Investment & Grant Management Fees | $592,736 |
| Eagle Capital Management via JP Morgan | |||||
| 270 Park Avenue | New York | NY | 10017 | Investment Management Fees | $73,349 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $315,314,851 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,566,610 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $383,881,461 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $383,881,461 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,758,222 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $378,123,239 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,906,162 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,906,162 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $67,060 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,693 | IncomeTaxAmt |
| Total Tax | $68,753 | TotalTaxAmt |
| Distributable Before Adj | $18,837,409 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,837,409 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,837,409 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,554,938 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,554,938 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,554,938 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,837,409 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $4,271,995 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,271,995 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,554,938 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,837,409 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $717,529 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,989,524 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,989,524 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $4,271,995 | ExcessFromYear1Amt |
| Excess From Current Year | $717,529 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Wycliffe K Grousbeck Trustee | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 226 Causeway Street 4th Floor | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6178548005 | RecipientPhoneNum |
| Form And Info And Materials | Applications should be typrwritten and include proof of IRC 501(c)(3) status. Unsolicited grant requests may not receive acknowledgement. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | No deadlines have been established at this time. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grants are limited to IRC Section 501(c)(3) defined purposes and charities. | RestrictionsOnAwardsTxt |
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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Artist for Humanity | ||||||||
| 100 W 2nd St | Boston | MA | 02127 | N/A | Public charity | General | $5,000 | |
| B Strong Fund Inc | ||||||||
| 470 Atlantic Ave Suite 301 | Boston | MA | 02210 | N/A | Public charity | General | $100,000 | |
| Best Buddies International | ||||||||
| 100 Southeast Second Street Suite | Miami | FL | 33131 | N/A | Public charity | General | $100,000 | 2200 |
| Big Brothers Big Sisters of Eastern Massachusetts | ||||||||
| PO Box 2653 | Boston | MA | 02210 | N/A | Public charity | General | $75,000 | |
| B'Nai B'rith Youth Organization | ||||||||
| 800 Eigth Street NW | Washington | DC | 20001 | N/A | Public charity | General | $25,000 | |
| Boston Celtics Shamrock Foundation | ||||||||
| 226 Causeway St 4th Floor | Boston | MA | 02114 | N/A | Public charity | General | $156,000 | |
| Boston Children's Hospital | ||||||||
| 401 Park Drive Suite 602 | Boston | MA | 02115 | N/A | Public charity | General | $7,500,000 | |
| Boston Children's Hospital | ||||||||
| 401 Park Drive Suite 602 | Boston | MA | 02115 | N/A | Public charity | General | $125,000 | |
| Boston College | ||||||||
| 140 Commonwealth Avenue | Chestnut Hill | MA | 02467 | N/A | Public charity | General | $50,000 | |
| Boys & Girls Club of Boston | ||||||||
| 200 High Street | Boston | MA | 02110 | N/A | Public charity | General | $4,000,000 | |
| Bridge over Troubled Waters | ||||||||
| 47 West Street | Boston | MA | 02110 | N/A | Public charity | General | $10,000 | |
| Calling All Crows | ||||||||
| 250 W 57th Street | New York | NY | 10107 | N/A | Public charity | General | $50,000 | |
| Cam Neely Foundation for Cancer Care | ||||||||
| 30 Winter Street 2nd Floor | Boston | MA | 02108 | N/A | Public charity | General | $10,000 | |
| Camp Jabberwocky | ||||||||
| PO Box 1357 | Vineyard Haven | MA | 02568 | N/A | Public charity | General | $250,000 | |
| College of St Francis Xavier | ||||||||
| 30 W 16st | New York | NY | 10011 | N/A | Public charity | General | $50,000 | |
| Criminal Justice Reform Foundation | ||||||||
| 1675 Broadway | New York | NY | 10019 | N/A | Public charity | General | $100,000 | |
| Dana-Farber Jimmy Fund | ||||||||
| 450 Brookline Ave | Boston | MA | 02215 | N/A | Public charity | General | $100,000 | |
| Dominican Academy | ||||||||
| 44 East 68th Street | New York | NY | 10065 | N/A | Public charity | General | $50,000 | |
| Foundation of Mass Eye and Ear Inc | ||||||||
| 243 Charles Street | Boston | MA | 02114 | N/A | Public charity | General | $150,000 | |
| Foundation to Be Named Later | ||||||||
| 133 Federal Street Suite 802 | Boston | MA | 02110 | N/A | Public charity | General | $50,000 | |
| HealthRight International | ||||||||
| 14 E 4th Street 3rd Floor | New York | NY | 10012 | N/A | Public charity | General | $2,500 | |
| ICU Baby Inc | ||||||||
| 711 Crandon Blvd PH1 | Key Biscayne Beach | FL | 33149 | N/A | Public charity | General | $25,000 | |
| Jayson Tatum Foundation | ||||||||
| PO Box 300061 | St Louis | MO | 63130 | N/A | Public charity | General | $20,000 | |
| K-1 allocation | ||||||||
| 226 Causeway St 4th Floor | Boston | MA | 02114 | N/A | Public charity | General | $41 | |
| Lovelane Special Needs Horseback Riding Program | ||||||||
| 9 Cambridge Turnpike | Lincoln | MA | 01773 | N/A | Public charity | General | $75,000 | |
| Make a Wish Foundation of Metro New York Inc | ||||||||
| 152 West 57 Street 35th Floor | New York | NY | 10019 | N/A | Public charity | General | $255,000 | |
| Massachusetts Wonderfund Inc | ||||||||
| 600 Washington Street Floor 6 | Boston | MA | 02111 | N/A | Public charity | General | $60,000 | |
| National Multiple Sclerosis Society | ||||||||
| 101A First Avenue | Waltham | MA | 02451 | N/A | Public charity | General | $25,000 | |
| President and Trustees of Williams College | ||||||||
| 880 Main St | Williamstown | MA | 01267 | N/A | Public charity | General | $250,000 | |
| Robin Hood | ||||||||
| 826 Broadway 9th Floor | New York | NY | 10003 | N/A | Public charity | General | $10,000 | |
| Ron Burton Training Village | ||||||||
| c/o KMC Productions Inc 150 Wood | Braintree | MA | 02184 | N/A | Public charity | General | $250,000 | Road Suite 300 |
| Shooting Touch | ||||||||
| 65 Sprague St E Building 2nd Fl | Boston | MA | 02136 | N/A | Public charity | General | $25,000 | |
| Stanford University | ||||||||
| Development Services PO Box 20466 | Stanford | CA | 94309 | N/A | Public charity | General | $200,000 | |
| TAO Cares COVID-19 Employee Relief Fund | ||||||||
| 2 Penn Plaza 19th Floor | New York | NY | 10121 | N/A | Public charity | General | $150,000 | |
| The Joey Fund | ||||||||
| Cystic Fibrosis Foundation 220 | Natick | MA | 01760 | N/A | Public charity | General | $20,000 | North Main Street Suite 104 |
| Trustees of Princeton University | ||||||||
| Office of Development The Helm | Princeton | NJ | 08540 | N/A | Public charity | General | $5,000,000 | Building 330 Alexander Street |
| Xavier High School | ||||||||
| 30 West 16th Street | New York | NY | 10011 | N/A | Public charity | General | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,333,541 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Boys & Girls Club of Boston | |||||||
| 200 High Street | Boston | MA | 02110 | N/A | Public charity | General | $1,000,000 |
| Make a Wish Foundation of Metro New York Inc | |||||||
| 152 West 57 Street 35th Floor | New York | NY | 10019 | N/A | Public charity | General | $100,000 |
| Massachusetts Wonderfund Inc | |||||||
| 600 Washington Street Floor 6 | Boston | MA | 02111 | N/A | Public charity | General | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,175,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,888 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $102 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,177,440 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $106,872 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,814 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $8,266 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,852,715 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $115,240 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,039,857 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,155,097 | 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 | Accounting and tax fees | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 8886 | FormAndLineReferenceDesc |
| Medium Explanation | TWO FORMS 8886 REPORTABLE TRANSACTION DISCLOSURESTATEMENTS WERE FILED FOR CURRENT YEAR LOSS TRANSACTIONSGREATER THAN $2 MILLION DOLLARS EACH AND TRANSACTIONSWITH CUMULATIVE LOSSES GREATER THAN $4 MILLIONEACH AS REQUIRED BY REG. SEC. 1.6011-4. THE PARTNER'SSHARE OF EACH TRANSACTION LOSS WAS LESS THAN $2MILLION FOR THE CURRENT YEAR, AND LESS THAN $4 MILLIONCUMULATIVELY UNLESS OTHERWISE NOTED. THIS IS BELOWTHE MINIMUM THRESHOLD FOR FILING OF FORM 8886 BY THE PARTNER. | MediumExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Investment in diversified investment partnerships | $13,500,065 | $18,367,601 | $25,145,284 |
| Investment in private company common stock | $31,500,000 | $31,500,000 | $132,000,000 |
| Investment in private company debt | $20,579,633 | $11,165,987 | $11,671,208 |
| Investment in publicly traded securities | $124,589,193 | $162,383,942 | $198,877,765 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| K-1 Pship Net Rental RE loss | $34,117 | $34,117 | $0 |
| K-1 Pship Portfolio loss | $0 | $0 | $0 |
| K-1 Pship Ordinary loss | $2,812 | $2,812 | $0 |
| Expenses - Trade | $88,727 | $88,727 | $0 |
| Investment Interest expense-Trader Related Activities | $1,244 | $1,244 | $0 |
| K-1 allocation deductions - portfolio-non-ded exp | $60,278 | $0 | $0 |
| K-1 allocation deductions - portfolio (other) | $659,908 | $595,544 | $0 |
| K-1 allocation non-ded exp | $239 | $0 | $0 |
| Massachusetts filing fees | $1,000 | $0 | $1,000 |
| CA filing fees | $20 | $0 | $20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 Pship Net Rental RE income | $0 | $0 | $0 |
| K-1 Pship Net Rental RE income-UBI | -$33,013 | $0 | -$33,013 |
| K-1 Pship Ordinary income | $0 | $0 | $0 |
| K-1 Pship Ordinary income-UBI | $134,039 | $0 | $134,039 |
| K-1 Pship Other Income-state refunds | $0 | $0 | $0 |
| K-1 Pship Portfolio income | $4,814 | $4,814 | $4,814 |
| K-1 Pship Portfolio income-UBI | -$56 | $0 | -$56 |
| Other Income-IRS refunds | $0 | $0 | $0 |
| Other Income-state refunds | $5,902 | $0 | $5,902 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book tax difference from pass through K-1 | Desc |
| Amt | $16,681 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bookkeeping services | $10,833 | $0 | $10,833 |
| Management fees | $466,085 | $466,085 | $0 |
| Grants management | $200,000 | $0 | $200,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal 990 PF tax payments | $0 | $0 | $0 |
| Federal 990 T tax payments | $0 | $0 | $0 |
| Foreign tax withheld | $20,934 | $1,009 | $0 |
| K-1 allocation state tax expense | $763 | $67 | $0 |
| State tax expense | $25 | $0 | $0 |