BOGER FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BOGER FAMILY FOUNDATION INC (EIN 47-5499109)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2022-03-09
- IRS object ID
- 202210689349100706
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases 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 | 2022-03-09T09:44:39-06:00 | ReturnTs |
| Tax Period End | 2021-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042689883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475499109 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOGER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O NUTTER MCCLENNEN & FISH LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOGE | BusinessNameControlTxt |
| Phone | 6174392276 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 51400 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSHUA BOGER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6174392276 | PhoneNum |
| Signature | 2022-03-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSHUA | PersonFirstNm |
| Person Last | BOGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HILLARY BURR CPA | PreparerPersonNm |
| PTIN | P00910379 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2022-03-01 | 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 | $67,586,012 | 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 |
| Dividends Rev And Expnss | $937,552 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $937,552 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,251,894 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,254,336 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,251,894 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,366 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,366 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,191,812 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,191,812 | 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 |
| Legal Fees Rev And Expnss | $1,277 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,277 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $361,230 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $361,230 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $14 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $14 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $66,758 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,758 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,328 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,328 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $455,857 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $395,330 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,527 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,536,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,536,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,992,507 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $395,330 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,547,177 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $199,305 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,796,482 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $263,000 | CashBOYAmt |
| Cash EOY | $3,908 | CashEOYAmt |
| Cash EOYFMV | $3,908 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,237 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $510,469 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $510,469 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $49,745,714 | CorporateStockBOYAmt |
| Corporate Stock EOY | $46,544,413 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $58,961,372 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,379,130 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,570,451 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,110,263 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $53,405,081 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,629,241 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,586,012 | 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 | $53,405,081 | RetainedEarningBOYAmt |
| Retained Earning EOY | $53,629,241 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $53,405,081 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $53,629,241 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,405,081 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $53,629,241 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $53,405,081 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $199,305 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,229 | OtherIncreasesAmt |
| Subtotal | $53,631,615 | SubtotalAmt |
| Other Decreases | $2,374 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $53,629,241 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| LONG TERM CAPITAL GAINS | P | $2,619,772 | $2,619,772 | $2,619,772 | |
| SHORT TERM CAPITAL GAINS | P | $630,138 | $630,138 | $630,138 | |
| K-1 SHORT TERM CAPITAL GAINS | P | $4,426 | $4,426 | $4,426 | |
| K-1 SECTION 988 LOSS | P | -$2,442 | -$2,442 | $2,442 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,251,894 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $52,771 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $52,771 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $52,771 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,232 | 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 | $56,232 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,461 | OverpaymentAmt |
| Applied To ES Tax | $3,461 | 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 | Yes (1) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6144392000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022100260 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JOSHUA BOGER | ||||||||
| 22 LIBERTY DRIVE APT PH2-F | BOSTON | MA | 02210 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| AMY BOGER | ||||||||
| 22 LIBERTY DRIVE APT PH2-F | BOSTON | MA | 02210 | TREASURER | 2.00 | $0 | $0 | $0 |
| JOSHUA BOGER | ||||||||
| 22 LIBERTY DRIVE APT PH2-F | BOSTON | MA | 02210 | CLERK | 2.00 | $0 | $0 | $0 |
| JOSHUA BOGER | ||||||||
| 22 LIBERTY DRIVE APT PH2-F | BOSTON | MA | 02210 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| AMY BOGER | ||||||||
| 22 LIBERTY DRIVE APT PH2-F | BOSTON | MA | 02210 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $355,126 | CompensationAmt |
| 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 | $63,808,136 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $159,550 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $63,967,686 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $63,967,686 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $959,515 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $63,008,171 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,150,409 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,150,409 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52,771 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $52,771 | TotalTaxAmt |
| Distributable Before Adj | $3,097,638 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,097,638 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,097,638 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,547,177 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,547,177 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,547,177 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,097,638 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $337,043 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,547,177 | QualifyingDistributionsAmt |
| Applied To Year1 | $337,043 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,097,638 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $112,496 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $112,496 | 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 | $112,496 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $112,496 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSHUA BOGER | ContributingManagerNm |
| Contributing Manager | AMY BOGER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| 350ORG | ||||||||||
| 20 JAY STREET SUITE 732 | BROOKLYN | NY | 11201 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| AAAS | ||||||||||
| 1200 NEW YORK AVE | WASHINGTON | DC | 20005 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $15,000 | |||
| ABLEGAMERS | ||||||||||
| PO BOX 508 | CHARLES TOWN | WV | 25414 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| ACLU FOUNDATION MA | ||||||||||
| 211 CONGRESS ST | BOSTON | MA | 02110 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $100,000 | |||
| ACLU FOUNDATION OF WASHINGTON | ||||||||||
| 211 CONGRESS ST | BOSTON | MA | 02110 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $20,000 | |||
| AIDS ACTION COMMITTEE MA | ||||||||||
| 75 AMORY STREET | BOSTON | MA | 02119 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $20,000 | |||
| BIOMEDICAL SCIENCE CAREERS PROGRAM (BSCP) | ||||||||||
| 164 LONGWOOD AVE 2ND FL | BOSTON | MA | 02115 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| BLACK ECONOMIC COUNCIL | ||||||||||
| 4096 PIEDMONT AVE | OAKLAND | CA | 94611 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | |||
| BOSTON ARTS ACADEMY FOUNDATION | ||||||||||
| 11 CHARLES ST | DORCHESTER | MA | 02122 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $80,000 | |||
| BOSTON PHILHARMONIC | ||||||||||
| 236 HUNTINGTON AVE SUITE 209 | BOSTON | MA | 02115 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $2,500 | |||
| BRCORG | ||||||||||
| 131 WEST 25TH STREET 12TH FLOOR | NEW YORK | NY | 10001 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $50,000 | |||
| CAMP HARBOR VIEW | ||||||||||
| 200 CLARENDON ST 60TH FLOOR | BOSTON | MA | 02116 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | |||
| CARTER CENTER | ||||||||||
| 453 FREEDOM PARKWAY | ATLANA | GA | 30307 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| CELEBRITY SERIES | ||||||||||
| 20 PARK PLAZA SUITE 1032 | BOSTON | MA | 02116 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $500,000 | |||
| CFF | ||||||||||
| 4550 MONTGOMERY AVENUE SUITE 1100N | BETHESDA | MD | 20814 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $25,650 | |||
| CHARITY NAVIGATOR | ||||||||||
| 139 HARRISON RD SUITE 101 | GLEN ROCK | NJ | 07452 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| CITY HARVEST | ||||||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $15,000 | |||
| COMBINED JEWISH PHILANTHROPIES (CJP) | ||||||||||
| 126 HIGH ST | BOSTON | MA | 02110 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| CONSERVATION LAW FOUNDATION | ||||||||||
| 62 SUMMER ST | BOSTON | MA | 02110 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| CORAL REEF ALLIANCE | ||||||||||
| 1330 BROADWAY SUITE 1602 | OAKLAND | CA | 94612 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| DOMESTIC VIOLENCE SERVICES NETWORK | ||||||||||
| PO BOX 536 | CONCORD | MA | 01742 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | |||
| EARTH ISLAND INSTITUTE | ||||||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94704 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $15,000 | |||
| EARTHJUSTICE | ||||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $30,000 | |||
| ELECTRONIC FRONTIER FOUNDATION | ||||||||||
| 815 EDDY ST | SAN FRANCISCO | CA | 94109 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $15,000 | |||
| FATHERS' UPLIFT | ||||||||||
| 12 SOUTHERN AVE | DORCHESTER | MA | 02124 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $25,000 | |||
| FREEDOM FROM RELIGION FOUNDATION | ||||||||||
| PO BOX 750 | MADISON | WI | 53701 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $35,000 | |||
| FUNDERBERG SCHOLARS | ||||||||||
| 10 PUTNAM ST | ROXBURY | MA | 02119 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $20,000 | |||
| GATEWAYS ACCESS TO JEWISH EDUCATION | ||||||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | |||
| GMHC | ||||||||||
| 446 W 33RD ST | NEW YORK | NY | 10001 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $115,000 | |||
| GREATER BOSTON FOOD BANK | ||||||||||
| 70 SOUTH BAY AVE | BOSTON | MA | 02118 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $35,000 | |||
| GROWNYC | ||||||||||
| PO BOX 2327 | NEW YORK | NY | 10272 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $15,000 | |||
| HABITAT FOR HUMANITY | ||||||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | |||
| HARVARD (HMS BOF) | ||||||||||
| 25 SHATTUCK ST | BOSTON | MA | 02115 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $25,000 | |||
| HASTINGS CENTER FOR BIOETHICS | ||||||||||
| 21 MALCOLM GORDON RD | GARRISON | NY | 10524 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $100,000 | |||
| J STREET FOUNDATION | ||||||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $50,000 | |||
| JALSA | ||||||||||
| 18 TREMONT ST 320 | BOSTON | MA | 02108 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $20,000 | |||
| KNIGHT FIRST AMENDMENT INSTITUTE | ||||||||||
| COLUMBIA UNIV 615 W 131 ST MC 8741 | NEW YORK | NY | 10027 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| LIFE SCIENCE CARES | ||||||||||
| PO BOX 425486 | CAMBRIDGE | MA | 02142 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| LONGY SCHOOL OF MUSIC | ||||||||||
| 27 GARDEN STREET | CAMBRIDGE | MA | 02138 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $50,000 | |||
| MASSBIOED FOUNDATION | ||||||||||
| 333 BOSTON PROVIDENCE TPKE | NORWOOD | MA | 02062 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| MASSCHALLENGE | ||||||||||
| 21 DRYDOCK AVE | BOSTON | MA | 02210 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $95,000 | |||
| MASSPOETRY | ||||||||||
| 15 CHANNEL CENTER STREET SUITE 103 | BOSTON | MA | 02210 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | |||
| MINUTEMAN ARC FOR HUMAN SERVICES | ||||||||||
| 35 FOREST RIDGE ROAD | CONCORD | MA | 01742 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| MUDFLAT POTTERY SCHOOL | ||||||||||
| 81 BROADWAY | SOMERVILLE | MA | 02145 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $6,000 | |||
| MUSEUM OF AFRICAN AMERICAN HISTORY | ||||||||||
| 31 MILK STREET SUITE 705 | BOSTON | MA | 02109 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| MUSEUM OF SCIENCE | ||||||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $60,000 | |||
| NEW ENGLAND AQUARIUM | ||||||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $20,000 | |||
| NYPIRG | ||||||||||
| 9 MURRAY STREET LOWER LEVEL | NEW YORK | NY | 10007 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| OCEANA INC | ||||||||||
| 1350 CONNECTICUT AVE NW 5TH FL | WASHINGTON | DC | 20036 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| OUR GENERATION SPEAKSBRANDEIS U | ||||||||||
| 415 SOUTH STREET MS 035 | WALTHAM | MA | 02454 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $50,000 | |||
| PARTNERS IN HEALTH (PIH) | ||||||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02199 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $25,000 | |||
| PINE STREET INN | ||||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | |||
| PLANNED PARENTHOOD FEDERATION | ||||||||||
| 114 UNIVERSITY AVENUE | ROCHESTER | NY | 14605 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | |||
| PLANNED PARENTHOOD LEAGUE OF MA | ||||||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | |||
| PLOUGHSHARES FUND | ||||||||||
| 315 BAY STREET SUITE 400 | SAN FRANCISCO | CA | 94133 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | |||
| RANK THE VOTE | ||||||||||
| 80 BROAD STREET SUITE 2703 | NEW YORK | NY | 10004 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $225,000 | |||
| RELIEF INTERNATIONAL | ||||||||||
| 1101 14TH ST NW SUITE 1100 | WASHINGTON | DC | 20005 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| REPORTERS COMMITTEE FOR FREEDOM OF THE PRESS | ||||||||||
| 1156 15TH ST NW SUITE 1020 | WASHINGTON | DC | 20005 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| ROSIE'S PLACE | ||||||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | |||
| SCIENCE HISTORY INSTITUTE | ||||||||||
| 315 CHESTNUT STREET | PHILADELPHIA | PA | 19106 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $15,000 | |||
| SENTENCING PROJECT | ||||||||||
| 1705 DESALES STREET NW 8TH FL | WASHINGTON | DC | 20036 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| SHARE OUR STRENGTH - NO KID HUNGRY | ||||||||||
| 1030 15TH STREET NW SUITE 1100W | WASHINGTON | DC | 20005 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| SHOFCO | ||||||||||
| 175 VARICK ST 5TH FL | NEW YORK | NY | 10014 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| SOUTHERN POVERTY LAW CENTER | ||||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $7,500 | |||
| THE ALLIANCE FOR BUSINESS LEADERSHIP | ||||||||||
| ONE BEACON STREET FLOOR 15 | BOSTON | MA | 02108 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $25,000 | |||
| THE NATURE CONSERVANCY | ||||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $2,500 | |||
| THE POSSIBLE PROJECT | ||||||||||
| 17 SELLERS STREET | CAMBRIDGE | MA | 02139 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| TRUSTEES OF TUFTS COLLEGE - TISCH SCHOOL | ||||||||||
| 163 PACKARD AVE | MEDFORD | MA | 02155 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $75,000 | |||
| UNION OF CONCERNED SCIENTISTS | ||||||||||
| TWO BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | |||
| VERA INSTITUTE OF JUSTICE | ||||||||||
| 34 35TH STREET SUITE 4-2A | BROOKLYN | NY | 11232 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| VNA CARE | ||||||||||
| 500 RUTHERFORD AVE | CHARLESTOWN | MA | 02129 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $15,000 | |||
| WESLEYAN UNIVERSITY | ||||||||||
| 45 WYLLYS AVENUE | MIDDLETOWN | CT | 06459 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $100,000 | |||
| WGBH | ||||||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $15,000 | |||
| YOUNG ACHIEVERS FOUNDATION GHANA INC | ||||||||||
| NOT RELATED | 501(C)(3) | GENERAL CHARITY | $25,000 | AYEDUASE NEW SITE LAST STOP | KUMASI- ASHANTI R | GH | ||||
| NEHI | ||||||||||
| 1 BROADWAY 15TH FLOOR | CAMBRIDGE | MA | 02142 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $15,000 | |||
| ARTISTS FOR HUMANITY | ||||||||||
| 100 WEST SECOND STREET | BOSTON | MA | 02127 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $17,500 | |||
| JUSTICE FOR OUR NEIGHBORS OF THE DELAWARE VALLEY | ||||||||||
| 235 NORTH 4TH STREET | PHILADELPHIA | PA | 19106 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| THE GREENLINING INSTITUTE | ||||||||||
| 360 14TH STREET 2ND FLOOR | OAKLAND | CA | 94612 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| INTERNATIONAL INSTITUTE OF NEW ENGLAND | ||||||||||
| 2 BOYLSTON STREET 3RD FLOOR | BOSTON | MA | 02116 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $15,000 | |||
| THE BARACK OBAMA FOUNDATION | ||||||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $750,000 | |||
| GRUB STREET | ||||||||||
| 50 LIBERTY DRIVE | BOSTON | MA | 02210 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $25,000 | |||
| MASSACHUSETTS MUSEUM OF CONTEMPORARY ART FOUNDATION | ||||||||||
| 1040 MASS MOCA WAY | NORTH ADAMS | MA | 01247 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $25,000 | |||
| CITIZENS CLIMATE EDUCATION | ||||||||||
| 1330 ORANGE AVE SUITE 309 | CORONADO | CA | 92118 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| EVERY PERSON INFLUENCES CHILDREN INC | ||||||||||
| 1021 BROADWAY ST | BUFFALO | NY | 14212 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $20,000 | |||
| LUCKY DOG ANIMAL RESCUE | ||||||||||
| 5159 LEE HWY | ARLINGTON | VA | 22207 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| REFUGEE & IMMAGRANT CENTER FOR EDUCATION & LEGAL SERVICES | ||||||||||
| 1305 N FLORES STREET | SAN ANTONIO | TX | 78212 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $30,000 | |||
| FLORENCE IMMIGRANT & REFUGEE RIGHTS PROJECT | ||||||||||
| PO BOX 86299 | TUSCON | AZ | 85754 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $25,000 | |||
| CENTER FOR DEMOCRACY AND TECHNOLOGY | ||||||||||
| 1401 K STREET NW SUITE 200 | WASHINGTON | DC | 20005 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| COMMUNITY BOATING INC | ||||||||||
| 21 DAVID G MUGAR WAY | BOSTON | MA | 02114 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | |||
| RAINN | ||||||||||
| 1220 L ST NW SUITE 500 | WASHINGTON | DC | 20005 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $25,000 | |||
| PATH | ||||||||||
| 2201 WESTLAKE AVENUE | SEATTLE | WA | 98121 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $20,000 | |||
| WIKIMEDIA FOUNDATION | ||||||||||
| 1 MONTGOMERY STREET SUITE 1600 | SAN FRANCISCO | CA | 94104 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| CDC FOUNDATION | ||||||||||
| 600 PEACHTREE STREET NE | ATLANTA | GA | 30308 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| ENVIRONMENTAL DEFENSE FUND | ||||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $20,000 | |||
| BREAD FOR THE CITY | ||||||||||
| 1525 7TH STREET NW | WASHINGTON | DC | 20001 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| NORTHWEST AVALANCHE CENTER | ||||||||||
| 249 MAIN AVENUE S SUITE 107-366 | NORTH BEND | WA | 98045 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | |||
| FENWAY HEALTH | ||||||||||
| 1340 BOYLSTON ST | BOSTON | MA | 02215 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||||||
| 4301 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22203 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | |||
| WORLD RESOURCES INSTITUTE | ||||||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 20002 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $20,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,536,650 | 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 | $937,552 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,366 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,251,894 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,191,812 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,191,812 | 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 PREPARATION FEES | CategoryTxt |
| Amt | $8,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $45,823,245 | $58,173,095 |
| ASSET ALLOCATION INVESTMENTS | $721,168 | $788,277 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $6,570,451 | BookValueAmt |
| EOYFMV | $8,110,263 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NUTTER MCCLENNEN & FISH LLP | CategoryTxt |
| Legal Fees | $1,277 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,277 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES - PARTNERSHIP INCOME | Desc |
| Amt | $2,374 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MA FORM PC | $1,000 | $0 | $1,000 |
| PARTNERSHIP - OTHER DEDUCTIONS | $17,020 | $17,020 | $0 |
| PARTNERSHIP - INVESTMENT EXPENSES | $308 | $308 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $1,488 | $1,488 | $1,488 |
| K-1 GUARANTEED PAYMENTS | $878 | $878 | $878 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON-DIVIDEND DISTRIBUTIONS | $27,221 |
| ACCOUNTING ADJUSTMENT | $8 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEE - GOLDMAN SACHS | $355,126 | $355,126 | $0 |
| ADR FEES | $3,604 | $3,604 | $0 |
| CUSTODY FEES | $2,500 | $2,500 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $16,758 | $16,758 | $0 |
| FEDERAL ESTIMATED TAXES | $50,000 | $0 | $0 |