WAGNER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WAGNER FOUNDATION (EIN 20-6079941)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-28
- IRS object ID
- 202203019349100525
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-28T14:32:44-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FIRST ST SE STE 800 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 524011512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206079941 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAGNER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAGN | BusinessNameControlTxt |
| Phone | 6178680920 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET 24TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021163740 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLOTTE R CRAMER WAGNER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6178680920 | PhoneNum |
| Signature | 2022-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLOTTE | PersonFirstNm |
| Person Last | CRAMER WAGNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWNA HULS | PreparerPersonNm |
| PTIN | P01315330 | PTIN |
| Phone | 3192985333 | PhoneNum |
| Preparation | 2022-10-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $227,208,948 | 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 | $25,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $94 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $94 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $832,593 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $832,593 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,086,096 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $45,139,268 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,212,219 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$937,271 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $35,918,783 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,107,635 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $218,688 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $218,688 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $30,586 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $30,586 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,375 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,375 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $83,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $83,925 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $325,817 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $175,138 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $150,679 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $253,208 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,094 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $17,969 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,771 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,771 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54,338 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $54,338 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $971,708 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $196,232 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $561,331 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,711,090 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,711,090 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,682,798 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $196,232 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,272,421 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,235,985 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,911,403 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $99,151 | CashBOYAmt |
| Cash EOY | $138,561 | CashEOYAmt |
| Cash EOYFMV | $138,561 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $589,314 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,345,411 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,345,411 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $61,478,841 | CorporateStockBOYAmt |
| Corporate Stock EOY | $61,321,174 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $71,578,128 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $95,777,705 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $117,124,977 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $147,012,955 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | -$740,964 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,133,893 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $157,945,011 | TotalAssetsBOYAmt |
| Total Assets EOY | $179,189,159 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $227,208,948 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,163 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,163 | 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 | $157,945,011 | RetainedEarningBOYAmt |
| Retained Earning EOY | $179,180,996 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $157,945,011 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $179,180,996 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $157,945,011 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $179,189,159 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $157,945,011 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,235,985 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $179,180,996 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $179,180,996 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - LT | $25,989,070 | $19,360,946 | $6,628,124 | $6,628,124 | |
| PUBLICLY TRADED SECURITIES - ST | $8,066,254 | $7,566,103 | $500,151 | $500,151 | |
| FROM K-1S - ST CAPITAL GAINS | $221,997 | $221,997 | $221,997 | P | |
| FROM K-1S - LT CAPITAL GAINS | $7,904,126 | $7,904,126 | $7,904,126 | P | |
| CAPITAL GAINS DIVIDENDS | $2,957,821 | $2,957,821 | $2,957,821 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,212,219 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $248,969 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $248,969 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $248,969 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $184,490 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $150,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $334,490 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $401 | EsPenaltyAmt |
| Overpayment | $85,120 | OverpaymentAmt |
| Applied To ES Tax | $85,120 | 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 | WWW.WFOUND.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172411244 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| HERBERT S WAGNER III | ||||||||
| 500 BOYLSTON STREET 24TH FLOOR | BOSTON | MA | 021163740 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHARLOTTE R CRAMER WAGNER | ||||||||
| 500 BOYLSTON STREET 24TH FLOOR | BOSTON | MA | 021163740 | TRUSTEE | 40.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLINE EASLEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET 24TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021163740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DEPUTY DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $132,882 | CompensationAmt |
| Employee Benefits | $18,185 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FIDUCIENT | |||||
| 500 W MADISON ST STE 1700 | CHICAGO | IL | 606612567 | INVESTMENT ADVISOR | $170,639 |
| CAPE ANN ASSET MANAGEMENT INC | |||||
| 193 GRATUITY RD | GROTON | MA | 01450 | INVESMENT MANAGEMENT | $83,867 |
| UNCOMMON UNION | |||||
| 30 MAIN STREET 8E | BROOKLYN | NY | 11201 | MARKETING/PR | $82,654 |
| RSM US LLP | |||||
| 331 W 3RD ST STE 200 | DAVENPORT | IA | 52801 | ACCOUNTING | $79,925 |
| 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 | $60,950,327 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,061,583 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $154,146,849 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $217,158,759 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $217,158,759 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,257,381 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $213,901,378 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,695,069 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,695,069 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $248,969 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $31,987 | IncomeTaxAmt |
| Total Tax | $280,956 | TotalTaxAmt |
| Distributable Before Adj | $10,414,113 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,414,113 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,414,113 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,272,421 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,272,421 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,414,113 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,098,512 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,346,580 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,569,620 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,014,712 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,272,421 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,414,113 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,858,308 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,873,020 | 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 | $9,873,020 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,098,512 | ExcessFromYear3Amt |
| Excess From Year2 | $2,346,580 | ExcessFromYear2Amt |
| Excess From Year1 | $2,569,620 | ExcessFromYear1Amt |
| Excess From Current Year | $3,858,308 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HERBERT S WAGNER III | ContributingManagerNm |
| Contributing Manager | CHARLOTTE R CRAMER WAGNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (100 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALIANZA DV SERVICES INC | ||||||
| PO BOX 1099 | HOLYOKE | MA | 01041 | PC | ANNUAL FUND | $10,000 |
| BOSTON BOOK FESTIVAL | ||||||
| 32R ESSEX ST SUITE 5 | CAMBRIDGE | MA | 02139 | PC | 2021 BOSTON BOOK FESTIVAL, WAIVING ALL GOODS AND SERVICES | $15,000 |
| BOSTON COMMUNITY PEDIATRICS | ||||||
| 527 ALBANY ST SUITE 200 | BOSTON | MA | 02118 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| BOSTON CYCLISTS UNION | ||||||
| PO BOX 191710 | ROXBURY | MA | 02119 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM | ||||||
| 780 ALBANY ST | BOSTON | MA | 02118 | PC | ANNUAL FUND | $10,000 |
| BOSTON MEDICAL CENTER | ||||||
| ONE BOSTON MEDICAL CENTER PL | BOSTON | MA | 02118 | PC | BMC CAREER MOBILITY PATHWAYS AND COMMUNITY PARTNERSHIPS GRANT | $1,000,000 |
| BOYS AND GIRLS CLUBS OF BOSTON | ||||||
| 200 HIGH ST SUITE 3B | BOSTON | MA | 02110 | PC | ENDOWMENT SUPPORT FOR THE JOSH KRAFT FUND FOR DIVERSITY AND EQUITY | $50,000 |
| BOYS AND GIRLS CLUBS OF BOSTON | ||||||
| 200 HIGH ST SUITE 3B | BOSTON | MA | 02110 | PC | PARTNER FOR YOUTH SPONSORSHIP OF 2021 HOUSE PARTY, WAIVING ALL GOODS AND SERVICES | $100,000 |
| BOYS AND GIRLS CLUBS OF BOSTON | ||||||
| 200 HIGH ST SUITE 3B | BOSTON | MA | 02110 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| CAMBRIDGE COMMUNITY FOUNDATION | ||||||
| 99 BISHOP ALLEN DR | CAMBRIDGE | MA | 02139 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| CAMBRIDGE COMMUNITY FOUNDATION | ||||||
| 99 BISHOP ALLEN DR | CAMBRIDGE | MA | 02139 | PC | CULTURAL CAPITAL FUND | $25,000 |
| CAMBRIDGE COMMUNITY FOUNDATION | ||||||
| 99 BISHOP ALLEN DR | CAMBRIDGE | MA | 02139 | PC | HOUSING STABILITY FUND | $25,000 |
| CAMBRIDGE HISTORICAL SOCIETY | ||||||
| 159 BRATTLE ST | CAMBRIDGE | MA | 02138 | PC | ANNUAL FUND | $10,000 |
| CAMBRIDGE WOMEN'S CENTER | ||||||
| 25 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | PC | ANNUAL FUND | $5,000 |
| CAMP HARBOR VIEW FOUNDATION | ||||||
| 79 NEWBURY ST | BOSTON | MA | 02116 | PC | GENERAL OPERATING SUPPORT | $75,000 |
| CAMPAIGN FOR CATHOLIC SCHOOLS | ||||||
| 66 BROOKS DR | BRAINTREE | MA | 02184 | PC | FUND FOR THE FUTURE | $400,000 |
| CAREMESSAGE | ||||||
| 2443 FILLMORE ST 380-4139 | SAN FRANCISCO | MA | 94115 | PC | CAREMESSAGE COVID-19 VACCINE FUND | $200,000 |
| CATHOLIC SCHOOLS FOUNDATION | ||||||
| 67 BATTERYMARCH ST 6TH FL | BOSTON | MA | 02110 | PC | INNER-CITY SCHOLARSHIP FUND | $100,000 |
| CENTER FOR ECONOMIC DEMOCRACY | ||||||
| PO BOX 300229 | JAMAICA PLAIN | MA | 02130 | PC | BOSTON UJIMA PROJECT | $25,000 |
| CENTRAL SQUARE BUSINESS IMPROVEMENT DISTRICT | ||||||
| 620 MASSACHUSETTS AVE 3 | CAMBRIDGE | MA | 02139 | PC | STARLIGHT SQUARE | $50,000 |
| CHARLES RIVER CONSERVANCY | ||||||
| 43 THORNDIKE ST S3-3 | CAMBRIDGE | MA | 02141 | PC | GENERAL OPERATING SUPPORT | $40,000 |
| DOVE INC | ||||||
| PO BOX 690267 | QUINCY | MA | 02269 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| ELIZABETH FREEMAN CENTER | ||||||
| 43 FRANCIS AVE | PITTSFIELD | MA | 01201 | PC | ANNUAL FUND | $10,000 |
| EMMAUS | ||||||
| PO BOX 568 | HAVERHILL | MA | 01831 | PC | ANNUAL FUND | $10,000 |
| FAIR DEMOCRACY ENGAGEMENT FUND | ||||||
| 600 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| FAMILY AND COMMUNITY RESOURCES INC | ||||||
| 18 NEWTON ST | BROCKTON | MA | 02301 | PC | ANNUAL FUND | $10,000 |
| FATHER BILL'S & MAINSPRING | ||||||
| 430 BELMONT ST | BROCKTON | MA | 02301 | PC | ANNUAL FUND | $10,000 |
| FRIENDS OF CAMBRIDGE RINDGE & LATIN SCHOOL | ||||||
| PO BOX 39-1541 | CAMBRIDGE | MA | 02139 | PC | CRLS FALCON'S MARKET | $5,000 |
| FRIENDS OF HAMPSHIRE COUNTY HOMELESS INDIVIDUALS | ||||||
| PO BOX 60398 | FLORENCE | MA | 01062 | PC | ANNUAL FUND | $5,000 |
| FRIENDS OF NEW CURATORS INC | ||||||
| 799 9TH ST NW SUITE 500 | WASHINGTON | DC | 20001 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| FULL FRAME INITIATIVE | ||||||
| 308 MAIN ST SUITE 2A | GREENFIELD | MA | 01301 | PC | GUND GROWTH CHALLENGE | $200,000 |
| FULL FRAME INITIATIVE | ||||||
| 308 MAIN ST SUITE 2A | GREENFIELD | MA | 01301 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | ||||||
| 1310 L ST NW SUITE 600 | WASHINGTON | DC | 20005 | PC | 2021 MEMBERSHIP FEE | $5,090 |
| GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC | ||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | PC | INKWELL SOCIETY, TO SUPPORT THE WORK OF DR. HENRY LOUIS GATES, JR. | $100,000 |
| HAITIAN GLOBAL HEALTH ALLIANCE | ||||||
| 68 JAY ST NO 201 | BROOKLYN | NY | 11201 | PC | 2-YEAR STUDY: CVD-TB COMMUNITY SCREENING & TREATMENT PROJECT BY GHESKIO AND PIH/ZL | $85,000 |
| HARBORCOV INC | ||||||
| PO BOX 505754 | CHELSEA | MA | 02150 | PC | ANNUAL FUND | $10,000 |
| HARVARD UNIVERSITY | ||||||
| 1033 MASSACHUSETTS AVE 3RD FL | CAMBRIDGE | MA | 02138 | PC | DESIGNATED TO THE HUTCHINS CENTER, SUPPORTING THE OXFORD DICTIONARY OF AFRICAN AMERICAN ENGLISH | $100,000 |
| HARVARD UNIVERSITY | ||||||
| 1033 MASSACHUSETTS AVE 3RD FL | CAMBRIDGE | MA | 02138 | PC | HUTCHINS CENTER - SUPPORTING DR. GATES' BOOK OF COLLECTED ESSAYS BY ZORA NEALE HURSTON | $60,000 |
| HOMESTART | ||||||
| 105 CHAUNCY ST SUITE 502 | BOSTON | MA | 02111 | PC | ANNUAL FUND | $10,000 |
| INSTITUTE OF CONTEMPORARY ART BOSTON | ||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | PC | ACQUISITIONS CIRCLE | $10,000 |
| INSTITUTE OF CONTEMPORARY ART BOSTON | ||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | PC | 2022 GALA, WAIVING ALL GOODS AND SERVICES | $50,000 |
| INSTITUTE OF CONTEMPORARY ART BOSTON | ||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | PC | VENICE 2022 SIMONE LEIGH AND ICA SURVEY EXHIBITION | $125,000 |
| INSTITUTE OF CONTEMPORARY ART BOSTON | ||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | PC | DIRECTOR OF EDUCATION ENDOWED FUND | $900,000 |
| INSTITUTE OF CONTEMPORARY ART BOSTON | ||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| INTEGRATE HEALTH | ||||||
| PO BOX 605 | MEDWAY | MA | 02053 | PC | GENERAL OPERATING SUPPORT | $300,000 |
| ISABELLA STEWART GARDNER MUSEUM | ||||||
| 25 EVANS WAY | BOSTON | MA | 02115 | PC | EXHIBITION PROGRAM AND GARDNER AMBASSADOR PROGRAM PROJECTS | $100,000 |
| LOUISON HOUSE INC | ||||||
| 149 CHURCH ST | NORTH ADAMS | MA | 01247 | PC | ANNUAL FUND | $10,000 |
| MARGARET FULLER-NEIGHBORHOOD HOUSE INC | ||||||
| 71 CHERRY ST | CAMBRIDGE | MA | 02139 | PC | ANNUAL FUND | $5,000 |
| MASS DESIGN GROUP | ||||||
| 1 CHANDLER ST | BOSTON | MA | 02116 | PC | THE CATALYST FUND, LEARNING & ENGAGEMENT PROGRAM, AND LABS PROGRAM | $1,000,000 |
| MASSACHUSETTS AVENUE BAPTIST CHURCH | ||||||
| 146 HAMPSHIRE ST | CAMBRIDGE | MA | 02139 | PC | PROJECT MANNA | $5,000 |
| MERRIMACK VALLEY FOOD BANK | ||||||
| 735 BROADWAY ST | LOWELL | MA | 01854 | PC | ANNUAL FUND | $25,000 |
| MORE THAN WORDS | ||||||
| 56 FELTON ST | WALTHAM | MA | 02453 | PC | COMMUNITY ENGAGEMENT & ADVOCACY WORK | $100,000 |
| MUSEUM OF CONTEMPORARY ART CHICAGO | ||||||
| 220 E CHICAGO AVE | CHICAGO | IL | 60611 | PC | COMMITMENT TO WOMEN ARTISTS INITIATIVE | $100,000 |
| MUSO | ||||||
| 3254 19TH ST 2ND FL | SAN FRANCISCO | CA | 94110 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| NETWORK OF ENGAGED INTERNATIONAL DONORS | ||||||
| PO BOX 24 | WATERTOWN | MA | 02471 | PC | 2021 CHANGEMAKERS GALA PLATINUM SPONSORSHIP, WAIVING ALL GOODS AND SERVICES | $10,000 |
| NEW HOPE INC | ||||||
| 247 MAPLE ST | ATTLEBORO | MA | 02703 | PC | ANNUAL FUND | $10,000 |
| NEW ORLEANS MUSEUM OF ART | ||||||
| ONE COLLINS DIBOLL CR CITY PARK | NEW ORLEANS | LA | 70124 | PC | CREATIVE ASSEMBLY PROGRAM & EVALUATION | $62,000 |
| NEW ORLEANS MUSEUM OF ART | ||||||
| ONE COLLINS DIBOLL CR CITY PARK | NEW ORLEANS | LA | 70124 | PC | CREATIVE ASSEMBLY PROGRAM & EVALUATION | $99,000 |
| OUR SISTERS' SCHOOL | ||||||
| 145 BROWNELL AVE | NEW BEDFORD | MA | 02740 | PC | ANNUAL FUND | $10,000 |
| PARTNERS IN AGRICULTURE | ||||||
| 15 SIRRINE DR | GREENVILLE | SC | 29605 | PC | STRENGTHENING FOOD SECURITY AND RESILIENT FARMING IN HAITI'S CENTRAL PLATEAU | $170,000 |
| PARTNERS IN HEALTH | ||||||
| 800 BOYLSTON ST SUITE 300 | BOSTON | MA | 02199 | PC | THE CONTINUATION AND GROWTH OF THE IMPACT WORK OF ONEPIH | $3,000,000 |
| PARTNERS IN HEALTH | ||||||
| 800 BOYLSTON ST SUITE 300 | BOSTON | MA | 02199 | PC | 2-YEAR STUDY: CVD-TB COMMUNITY SCREENING & TREATMENT PROJECT BY GHESKIO AND PIH/ZL | $85,000 |
| PIVOTWORKS | ||||||
| 75 NORTH MAIN ST 2075 | RANDOLPH | MA | 02368 | PC | ENHANCED COMMUNITY HEALTH PROGRAM | $300,000 |
| PROJECT PLACE | ||||||
| 1145 WASHINGTON ST | BOSTON | MA | 02118 | PC | ANNUAL FUND | $10,000 |
| ROOT CAPITAL | ||||||
| 245 MAIN STREET 2ND FL | CAMBRIDGE | MA | 02142 | PC | WOMEN IN AGRICULTURE 2019-2021 BUSINESS PLAN | $1,000,000 |
| ROSIE'S PLACE | ||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | PC | ANNUAL FUND | $10,000 |
| SAFE PASSAGE | ||||||
| 76 CARLON DR | NORTH HAMPTON | MA | 01060 | PC | ANNUAL FUND | $10,000 |
| SEED GLOBAL HEALTH | ||||||
| 20 ASHBURTON PL 6TH FL | BOSTON | MA | 02108 | PC | SIERRA LEONES NAT'L PROGRAM IN HUMAN RESOURCES FOR HEALTH & REPRODUCTIVE, MATERNAL & CHILD HEALTH | $195,000 |
| SOCIAL INNOVATION FORUM | ||||||
| 2 OLIVER ST SUITE 802 | CAMBRIDGE | MA | 02139 | PC | 2021-2022 SOCIAL ISSUE TRACK TITLED: PATHWAYS TO INTERGENERATIONAL WEALTH IN BIPOC COMMUNITIES | $100,000 |
| ST PAUL AME CHURCH | ||||||
| 85 BISHOP RICHARD ALLEN DR | CAMBRIDGE | MA | 02139 | PC | ELNORA YARD FOOD PANTRY | $5,000 |
| ST LUKE'S GUESTHOUSE | ||||||
| 141 MAIN ST | SOUTHBRIDGE | MA | 01550 | PC | ANNUAL FUND | $5,000 |
| ST PAUL'S PARISH | ||||||
| 29 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | PC | THE FOOD PANTRY | $5,000 |
| ST PETER'S SCHOOL | ||||||
| 96 CONCORD AVE | CAMBRIDGE | MA | 02138 | PC | ANNUAL FUND | $50,000 |
| STEPPINGSTONE INC | ||||||
| 506 NORTH MAIN ST | FALL RIVER | MA | 02720 | PC | ANNUAL FUND | $10,000 |
| TAILORED FOR EDUCATION | ||||||
| PO BOX 171236 | BOSTON | MA | 02117 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| TATE AMERICAS FOUNDATION | ||||||
| 520 WEST 27TH ST UNIT 404 | NEW YORK | NY | 10001 | PC | 2021 MEMBERSHIP - NORTH AMERICAN ACQUISITIONS COMMITTEE, WAIVING ALL GOODS AND SERVICES | $15,000 |
| THE ALDRICH CONTEMPORARY ART MUSEUM | ||||||
| 258 MAIN ST | RIDGEFIELD | CT | 06877 | PC | 52 ARTISTS: A FEMINIST MILESTONE EXHIBITION | $20,000 |
| THE BALTIMORE MUSEUM OF ART | ||||||
| 10 ART MUSEUM DR | BALTIMORE | MD | 21218 | PC | SALMAN TOOR CATALOGUE | $90,000 |
| THE BOSTON FOUNDATION INC | ||||||
| 75 ARLINGTON ST 3RD FL | BOSTON | MA | 02116 | PC | THE KING BOSTON FUND, SPECIFICALLY, GENERAL OPERATING SUPPORT FOR THE CENTER FOR ECONOMIC JUSTICE | $250,000 |
| THE BOSTON FOUNDATION INC | ||||||
| 75 ARLINGTON ST 3RD FL | BOSTON | MA | 02116 | PC | CIVIC LEADERSHIP FUND | $10,000 |
| THE FOOD BANK OF WESTERN MASSACHUSETTS | ||||||
| PO BOX 160 | HATFIELD | MA | 01038 | PC | ANNUAL FUND | $25,000 |
| THE GREATER BOSTON FOOD BANK | ||||||
| 70 SOUTH BAY AVE | BOSTON | MA | 02118 | PC | ANNUAL FUND | $25,000 |
| THE SALVATION ARMY OF CAMBRIDGE CORPS | ||||||
| 402 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | PC | ANNUAL FUND | $5,000 |
| THE SILK ROAD PROJECT INC | ||||||
| PO BOX 35460 | BRIGHTON | MA | 02135 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| THE TRUSTEES | ||||||
| 200 HIGH ST | BOSTON | MA | 02110 | PC | ROSE B. SIMPSON "COUNTERCULTURE" EXHIBITION | $50,000 |
| THE WOMEN'S CENTER | ||||||
| 405 COUNTY ST | NEW BEDFORD | MA | 02740 | PC | ANNUAL FUND | $10,000 |
| US BIENNIAL INCPROSPECT NEW ORLEANS | ||||||
| PO BOX 58800 | NEW ORLEANS | LA | 70158 | PC | P.5 GALA, WAIVING ALL GOODS AND SERVICES | $10,000 |
| US BIENNIAL INCPROSPECT NEW ORLEANS | ||||||
| PO BOX 58800 | NEW ORLEANS | LA | 70158 | PC | GENERAL OPERATING SUPPORT OF THE P.5 EXHIBITION TITLED: "YESTERDAY WE SAID TOMORROW" | $25,000 |
| UPTOGETHER | ||||||
| 663 13TH ST | OAKLAND | CA | 94612 | PC | TRUST & INVEST COLLABORATIVE | $100,000 |
| VIA ART FUND USA INC | ||||||
| 219 WEST 19TH ST 2ND FL | NEW YORK | NY | 10011 | PC | VIA/WAGNER INCUBATOR GRANT FUND | $100,000 |
| VIA ART FUND USA INC | ||||||
| 219 WEST 19TH ST 2ND FL | NEW YORK | NY | 10011 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| VILLAGE HEALTH WORKS | ||||||
| 45 W 36TH ST 8TH FL | NEW YORK | NY | 10018 | PC | REINFORCING AND EXPANDING MONITORING & EVALUATION CAPACITY | $100,000 |
| WOMEN IN GLOBAL HEALTH | ||||||
| 30901 WIEGMAN RD | HAYWARD | CA | 94544 | PC | GENERAL OPERATING SUPPORT | $200,000 |
| WOMEN IN GLOBAL HEALTH | ||||||
| 30901 WIEGMAN RD | HAYWARD | CA | 94544 | PC | GENERAL OPERATING SUPPORT | $200,000 |
| WOMEN'S LUNCH PLACE INC | ||||||
| 67 NEWBURY ST | BOSTON | MA | 02116 | PC | ANNUAL FUND | $10,000 |
| WORCESTER COUNTY FOOD BANK | ||||||
| 474 BOSTON TURNPIKE | SHREWSBURY | MA | 01545 | PC | ANNUAL FUND | $25,000 |
| Y2Y NETWORK | ||||||
| 955 MASSACHUSETTS AVE PO BOX 424 | CAMBRIDGE | MA | 02139 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| YEAR UP | ||||||
| 45 MILK ST | BOSTON | MA | 02109 | PC | CAMPAIGN FOR AN EQUITABLE FUTURE | $1,000,000 |
| YWCA NORTHEASTERN MASSACHUSETTS | ||||||
| 38 LAWRENCE ST | LAWRENCE | MA | 01840 | PC | ANNUAL FUND | $10,000 |
| YWCA OF WESTERN MASSACHUSETTS | ||||||
| 1 CLOUGH ST | SPRINGFIELD | MA | 01108 | PC | ANNUAL FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,711,090 | 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 | $94 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $832,593 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,086,096 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,918,783 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,918,783 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HERBERT S WAGNER III AND CHARLOTTE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET 24TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021163740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $83,925 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $83,925 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANTS AND CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT | IdentifierTxt |
| Form And Line Reference | PART XV, LINE 3B | FormAndLineReferenceDesc |
| Medium Explanation | ALL GRANTS APPROVED FOR FUTURE PAYMENT ARE SUBJECT TO CONTINGENCIES. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHAMPLAIN SMALL COMPANY | $11,860,018 | $14,598,176 |
| HARBOR DIVERSIFIED INTL | $10,113,824 | $10,366,678 |
| JACKSON SQUARE SMID CAP | $11,711,554 | $12,848,515 |
| JOHCM EMRG MKT OPPTY FD | $3,878,252 | $4,625,360 |
| VANGUARD EXTENDED MARKET | $2,334,922 | $2,938,912 |
| VANGUARD INSTL INDEX FD | $8,422,604 | $12,869,684 |
| SCHWAB S&P 500 INDEX | $13,000,000 | $13,330,803 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABRAMS CAPITAL PARTNERS LP | AT COST | $15,828,402 | $20,586,949 |
| BAUPOST VALUE PARTNERS LP | AT COST | $17,447,087 | $19,444,805 |
| COLUMBUS HILL PARTNERS LP | AT COST | $10,040,029 | $14,967,152 |
| CORMORANT PRIVATE HEALTHCARE FUND II LP | AT COST | $2,848,443 | $3,100,564 |
| FARMSTEAD PARTNERS LP | AT COST | $3,203,522 | $4,026,658 |
| HAWKEYE CAPITAL INST LP | AT COST | $4,914,847 | $5,792,340 |
| HYPERPLANE II LP | AT COST | $2,186,640 | $3,009,497 |
| KENSICO ASSOCIATES LP | AT COST | $7,762,399 | $9,200,474 |
| MASON CAPITAL LP | AT COST | $2,192,894 | $2,988,208 |
| MFN PARTNERS LP | AT COST | $2,111,594 | $2,917,265 |
| ROSE GROVE PARTNERS I LP | AT COST | $5,235,205 | $5,723,332 |
| RA CAPITAL HEALTHCARE FUND LP | AT COST | $2,313,113 | $6,637,010 |
| CAPE ANN GLOBAL DEVELOPING MARKETS FD | AT COST | $5,475,146 | $6,562,329 |
| MOONRISE VENTURES PARTNERS II LP | AT COST | $3,934,952 | $6,052,599 |
| REFLOW MEDICAL INC | AT COST | $3,825,992 | $9,093,961 |
| CORMORANT PRIVATE HEALTHCARE FUND III LP | AT COST | $3,000,000 | $3,656,154 |
| HYPERPLANE III LP | AT COST | $600,000 | $532,662 |
| SIGULER GUFF SBOF IV (T), LP | AT COST | $2,447,312 | $3,204,973 |
| CORMORANT PRIVATE HEALTHCARE FUND IV LP | AT COST | $750,000 | $746,375 |
| DIGITAL FUEL CAPITAL FUND I AIV, LP | AT COST | $1,424,973 | $1,750,315 |
| MOONRISE VENTURE PARTNERS III LP | AT COST | $1,082,427 | $1,109,061 |
| YIHENG CAPITAL PARTNERS LP | AT COST | $11,000,000 | $9,991,063 |
| HHLR FUND, LP | AT COST | $7,500,000 | $5,919,209 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,375 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,375 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORMORANT GLOBAL HEALTHCARE FUND LP | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | -$740,964 | EOYBookValueAmt |
| EOYFMV | $7,133,893 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TECHNOLOGY FEES AND EXPENSE | $23,744 | $0 | $23,744 |
| DUES, MEMBERSHIPS, AND SUBSCRIPTIONS | $19,286 | $0 | $19,286 |
| OFFICE EXPENSES | $11,269 | $0 | $11,269 |
| BANK FEES | $39 | $0 | $39 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM K-1S - FOR NII | Desc |
| Net Investment Income | -$937,271 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $8,163 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MARKETING/PR EXPENSE | $82,683 | $0 | $82,683 |
| INVESTMENT MANAGEMENT FEES | $175,138 | $175,138 | $0 |
| CONSULTING FEES | $19,848 | $0 | $19,848 |
| RECRUITING FEES | $48,148 | $0 | $48,148 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $212,895 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $21,094 | $21,094 | $0 |
| STATE TAXES | $1,250 | $0 | $0 |
| PAYROLL TAXES | $17,969 | $0 | $17,969 |