THE FRED HAARRIS DANIELS FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE FRED HAARRIS DANIELS FOUNDATION INC (EIN 04-6014333)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2022-01-10
- IRS object ID
- 202220109349100762
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-10T14:43:38-06:00 | ReturnTs |
| Tax Period End | 2021-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043037870 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOLLUS LYNCH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 SHREWSBURY STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01604 | 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 | 046014333 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRED HARRIS DANIELS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 8572833364 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 PARK AVENUE SUITE 307 | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01609 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRED H DANIELS II | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8572833364 | PhoneNum |
| Signature | 2022-01-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FRED | PersonFirstNm |
| Person Last | DANIELS II | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA E KING CPA | PreparerPersonNm |
| PTIN | P00005629 | PTIN |
| Phone | 5087557107 | PhoneNum |
| Preparation | 2022-01-10 | 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 | $22,634,566 | 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 | $112,923 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $112,923 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $251,601 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $251,601 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,372,594 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,451,595 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,372,594 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,737,118 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,737,118 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $88,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $52,920 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $35,280 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,498 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $178,320 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $178,320 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,795 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,399 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,127 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,090 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,314 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $298,527 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $246,137 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,594 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,010,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,010,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,308,927 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $246,137 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,049,994 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $428,191 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,490,981 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $572,051 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,230,257 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,230,257 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,358,204 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,279,254 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,974,359 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,104,473 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,453,407 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,362,517 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $500,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,067,432 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,034,728 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,462,919 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,634,566 | 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 | $16,034,728 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,462,919 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,034,728 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,462,919 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,034,728 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,462,919 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,034,728 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $428,191 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,462,919 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,462,919 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| RETURN OF PRINCIPAL | P | $744 | $744 | $744 | |
| MORGAN STANLEY GAINS | P | $3,611,100 | $966,828 | $966,828 | $2,644,272 |
| MORGAN STANLEY GAINS | P | $8,839,751 | $405,022 | $405,022 | $8,434,729 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,372,594 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,725 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,725 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,725 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | 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 | $20,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $39 | EsPenaltyAmt |
| Tax Due | $764 | TaxDueAmt |
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 | WWW.DANIELSFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8572833364 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 PARK AVENUE SUITE 307 | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01609 | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID A NICHOLSON | ||||||||
| 210 PARK AVENUE SUITE 307 | WORCESTER | MA | 01609 | VICE-PRESIDENT | 3.00 | $11,750 | $0 | $0 |
| FRED H DANIELS II | ||||||||
| 210 PARK AVENUE SUITE 307 | WORCESTER | MA | 01609 | PRESIDENT | 3.00 | $12,350 | $0 | $0 |
| SARAH D MORSE | ||||||||
| 210 PARK AVENUE SUITE 307 | WORCESTER | MA | 01609 | DIRECTOR | 1.00 | $5,600 | $0 | $0 |
| JONATHAN BLAKE | ||||||||
| 210 PARK AVENUE SUITE 307 | WORCESTER | MA | 01609 | DIRECTOR | 3.00 | $1,900 | $0 | $0 |
| DWIGHT BLAKE | ||||||||
| 210 PARK AVENUE SUITE 307 | WORCESTER | MA | 01609 | DIRECTOR | 1.00 | $5,400 | $0 | $0 |
| CHRISTINA N EATON | ||||||||
| 210 PARK AVENUE SUITE 307 | WORCESTER | MA | 01609 | DIRECTOR | 1.00 | $4,400 | $0 | $0 |
| JAMES T MORSE | ||||||||
| 210 PARK AVENUE SUITE 307 | WORCESTER | MA | 01609 | CLERK/DIRECTOR | 2.00 | $6,750 | $0 | $0 |
| SARAH DAIGNAULT | ||||||||
| 210 PARK AVENUE SUITE 307 | WORCESTER | MA | 01609 | DIRECTOR | 2.00 | $11,900 | $0 | $0 |
| WILLIAM O PETTIT III | ||||||||
| 210 PARK AVENUE SUITE 307 | WORCESTER | MA | 01609 | DIRECTOR | 1.00 | $6,300 | $0 | $0 |
| WENDY ANDREWS | ||||||||
| 210 PARK AVENUE SUITE 307 | WORCESTER | MA | 01609 | DIRECTOR | 1.00 | $5,600 | $0 | $0 |
| CARLOS LA HOZ DANIELS | ||||||||
| 210 PARK AVENUE SUITE 307 | WORCESTER | MA | 01609 | DIRECTOR | 1.00 | $4,100 | $0 | $0 |
| LAURA RUTKIEWICZ | ||||||||
| 210 PARK AVENUE SUITE 307 | WORCESTER | MA | 01609 | DIRECTOR | 1.00 | $4,500 | $0 | $0 |
| BARRE HARDY | ||||||||
| 210 PARK AVENUE SUITE 307 | WORCESTER | MA | 01609 | TREASURER | 3.00 | $7,650 | $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 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 TECHNOLOGY DRIVE | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADVISOR | ServiceTypeTxt |
| Compensation | $178,320 | 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 | $19,957,777 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $901,154 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,858,931 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,858,931 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $312,884 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,546,047 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,027,302 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,027,302 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,725 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,725 | TotalTaxAmt |
| Distributable Before Adj | $1,006,577 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,006,577 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,006,577 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,049,994 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,049,994 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,049,994 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,006,577 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $99,871 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $214,681 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $96,484 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $139,358 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $83,908 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $634,302 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,049,994 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,006,577 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,417 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $677,719 | 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 | $99,871 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $577,848 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $214,681 | ExcessFromYear4Amt |
| Excess From Year3 | $96,484 | ExcessFromYear3Amt |
| Excess From Year2 | $139,358 | ExcessFromYear2Amt |
| Excess From Year1 | $83,908 | ExcessFromYear1Amt |
| Excess From Current Year | $43,417 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FRED HARRIS DANIELS FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 PARK AVENUE SUITE 307 | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8572833364 | RecipientPhoneNum |
| Recipient Email Address | INFO@DANIELSFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | VISIT WWW.DANIELSFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | REQUEST ONLINE NO LATER THAN 1ST BUSINESS DAY OF FEBRUARY, MARCH, AUGUST, OR NOVEMBER. | SubmissionDeadlinesTxt |
| Restrictions On Awards | QUALIFIED CHARITABLE ORGANIZATIONS PRIMARILY IN WORCESTER, MA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ANTIQUARIAN SOCIETY | ||||||||
| 185 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| AMERICAN RED CROSS OF CENTRAL MA | ||||||||
| C/O AMERICAN RED CROSS OF MA 101 | MEDFORD | MA | 02155 | NONE | PC | GENERAL SUPPORT | $15,000 | STATION LANDING SUITE 510 |
| APPLE TREE ARTS | ||||||||
| ONE GRAFTON COMMON | GRAFTON | MA | 01519 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| BIG BROTHERS BIG SISTERS CENTRAL MASSMETROWEST INC | ||||||||
| 484 MAIN STREET SUITE 360 | WORCESTER | MA | 01608 | NONE | PC | WORCESTER AREA COLLEGE MENTOR PROGRAM | $12,550 | |
| BOTTOM LINE INC | ||||||||
| 500 AMORY STREET STE 3/1 | JAMAICA PLAIN | MA | 02130 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $5,000 | |
| BOYS AND GIRLS CLUB OF WORCESTER | ||||||||
| 65 BOYS GIRLS CLUB WAY | WORCESTER | MA | 01610 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| COMMUNITY HARVEST PROJECT | ||||||||
| 37 WHEELER ROAD | N GRAFTON | MA | 01536 | NONE | PC | VOLUNTEER FARMING OPERATIONS | $25,000 | |
| DISCOVERY MUSEUMS INC | ||||||||
| 177 MAIN STREET | ACTON | MA | 01720 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| DISMAS HOUSE OF MASSACHUSETTS INC | ||||||||
| 30 RICHARDS STREET | WORCESTER | MA | 01603 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $12,000 | |
| FAMILY HEALTH CENTER OF WORCESTER INC | ||||||||
| 26 QUEEN STREET | WORCESTER | MA | 01610 | NONE | PC | HEALTHCARE FOR HOMELESS | $20,000 | |
| GIRL SCOUTS OF CENTRAL AND WESTERN MASSACHUSETTS INC | ||||||||
| 115 CENTURY DRIVE | WORCESTER | MA | 01606 | NONE | PC | GENERAL SUPPORT | $95,100 | |
| GIRLS INCORPORATED OF WORCESTER | ||||||||
| 125 PROVIDENCE STREET | WORCESTER | MA | 01604 | NONE | PC | GENERAL SUPPORT | $65,000 | |
| JEREMIAHS HOSPICE INC (AKA JEREMIAH'S INN) | ||||||||
| 1059 MAIN STREET PO BOX 30035 | WORCESTER | MA | 01603 | NONE | PC | SOCIAL MODEL SUBSTANCE ABUSE RECOVERY HOUSING | $10,000 | |
| JEWISH FEDERATION OF CENTRAL MA FOR RACHEL'S TABLE | ||||||||
| 633 SALISBURY ST | WORCESTER | MA | 01609 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| JOY OF MUSIC PROGRAM INC | ||||||||
| 1 GORHAM STREET | WORCESTER | MA | 01605 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $3,000 | |
| LITERACY VOLUNTEERS OF GREATER WORCESTER | ||||||||
| 3 SALEM SQUARE SUITE 332 | WORCESTER | MA | 01608 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MASSACHUSETTS ADOPTION RESOURCE EXCHANGE INC | ||||||||
| 19 NEEDHAM STREET SUITE 206 | NEWTON | MA | 02461 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MASSACHUSETTS AUDUBON SOCIETY INC | ||||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | PC | GRANT- UNRESTRICTED GENERAL SUPPORT | $12,000 | |
| MUSIC WORCESTER INC | ||||||||
| 319 MAIN STREET | WORCESTER | MA | 01608 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $5,000 | |
| NATIVITY SCHOOL OF WORCESTER INC | ||||||||
| 67 LINCOLN STREET | WORCESTER | MA | 01605 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| NICHOLS COLLEGE | ||||||||
| 123 CENTRE ROAD | DUDLEY | MA | 01570 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| OLD STURBRIDGE INC | ||||||||
| 1 OLD STURBRIDGE VILLAGE ROAD | STURBRIDGE | MA | 01566 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $10,000 | |
| PAKACHOAG MUSIC SCHOOL OF GREATER WORCESTER | ||||||||
| 10 IRVING STREET | WORCESTER | MA | 01609 | NONE | PC | FINANCIAL AID PROGRAM | $3,000 | |
| PROVISION MINISTRY INC | ||||||||
| 7 THOMAS NEWTON DRIVE | WESTBOROUGH | MA | 01581 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| REGIONAL ENVIRONMENTAL COUNCIL INC | ||||||||
| 9 CASTLE STREET 1 | WORCESTER | MA | 01610 | NONE | PC | FOOD JUSTICS PROGRAM | $15,000 | |
| RETT SYNDROM RESEARCH TRUST INC | ||||||||
| 67 UNDER CLIFF ROAD | TRUMBULL | CT | 06611 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| RIA HOUSE INC - READYINSPIREACT | ||||||||
| 330 COCHITUATE ROAD 1784 | FRAMINGHAM | MA | 01701 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $3,000 | |
| SALISBURY SINGERS INC | ||||||||
| 370 MAIN STREET ROOM 1200 | WORCESTER | MA | 01608 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $1,000 | |
| SCIENCE FROM SCIENTISTS | ||||||||
| 1 DEANGELO DRIVE SUITE C | BEDFORD | MA | 01730 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| THE BANCROFT SCHOOL | ||||||||
| 110 SHORE DRIVE | WORCESTER | MA | 01605 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| THE HANOVER THEATRE AND CONSERVATORY FOR PERFORMING ARTS | ||||||||
| 2 SOUTHBRIDGE ST | WORCESTER | MA | 01608 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| UMASS MEDICAL HEALTH CARE | ||||||||
| 365 PLANTATION STREET | WORCESTER | MA | 01605 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| UMASS MEMORIAL FOUNDATION | ||||||||
| 333 SOUTH STREET | SHREWSBURY | MA | 01545 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| UNITED WAY OF CENTRAL MASSACHUSETTS INC | ||||||||
| 484 MAIN STREET SUITE 300 | WORCESTER | MA | 01608 | NONE | PC | GENERAL SUPPORT | $45,000 | |
| UNITED WAY OF CENTRAL MASSACHUSETTS INC FOR INVESTING IN GIRLS ALLIANCE | ||||||||
| 484 MAIN STREET SUITE 300 | WORCESTER | MA | 01608 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| UNITED WAY OF CENTRAL MASSACHUSETTS INC FOR WORCESTER EDUCATIONAL COLLABO | ||||||||
| 484 MAIN STREET SUITE 300 | WORCESTER | MA | 01608 | NONE | PC | GENERAL SUPPORT | $12,250 | |
| VNA CARE NETWORK INC | ||||||||
| 120 THOMAS STREET | WORCESTER | MA | 01608 | NONE | PC | ELDER WELLNESS CLINICS | $5,000 | |
| WICN PUBLIC RADIO | ||||||||
| 50 PORTLAND STREET | WORCESTER | MA | 01608 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| WORCESTER ACADEMY | ||||||||
| 81 PROVIDENCE STREET | WORCESTER | MA | 01604 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| WORCESTER ART MUSEUM | ||||||||
| 55 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| WORCESTER CHAMBER MUSIC SOCIETY | ||||||||
| 323 MAIN STREET | WORCESTER | MA | 01608 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $3,000 | |
| WORCESTER COUNTY HORTICULTURAL SOCIETY | ||||||||
| PO BOX 598 11 FRENCH DRIVE | BOYLSTON | MA | 01505 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| WORCESTER HISTORICAL MUSEUM | ||||||||
| 30 ELM STREET | WORCESTER | MA | 01609 | NONE | PC | GENERAL SUPPORT | $35,000 | |
| WORCESTER INTERFAITH | ||||||||
| 111PARK AVENUE | WORCESTER | MA | 01609 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| WORCESTER NATURAL HISTORY SOCIETY DBA ECOTARIUM | ||||||||
| 222 HARRINGTON WAY | WORCESTER | MA | 01604 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| WORCESTER REGIONAL RESEARCH BUREAU INC | ||||||||
| 390 MAIN STREET SUITE 208 | WORCESTER | MA | 01608 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| WORCESTER YOUTH CENTER INC | ||||||||
| 326 CHANDLER STREET | WORCESTER | MA | 01602 | NONE | PC | STRATEGIC GRANT - UNRESTRICTED GENERAL | $22,500 | |
| YMCA OF CENTRAL MASSACHUSETTS | ||||||||
| 766 MAIN STREET | WORCESTER | MA | 01610 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| YOUTH OPPORTUNITIES UPHELD INC | ||||||||
| 81 PLANTATION STREET | WORCESTER | MA | 01604 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| YWCA CENTRAL MASSACHUSETTS INC | ||||||||
| 1 SALEM SQUARE | WORCESTER | MA | 01602 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,010,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,923 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $251,601 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,372,594 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,737,118 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,737,118 | 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 | CategoryTxt |
| Amt | $6,995 | Amt |
| Net Investment Income | $3,498 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS | $923,334 | $810,120 |
| MUNICIPAL BONDS | $530,073 | $552,397 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $8,175,096 | $12,063,879 |
| ETFS | $5,104,158 | $6,910,480 |
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 | $500,000 | BookValueAmt |
| EOYFMV | $1,067,432 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEBSITE | $314 | $0 | $314 |
| DUES | $4,000 | $0 | $4,000 |
| OFFICE EXPENSES | $518 | $0 | $0 |
| SOFTWARE | $83 | $0 | $0 |
| POSTAGE & DELIVERY | $1,175 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $178,320 | Amt |
| Net Investment Income | $178,320 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $125 | $0 | $0 |
| FEDERAL TAXES | $6,271 | $0 | $0 |
| FOREIGN TAXES | $11,399 | $11,399 | $0 |