SHIPLEY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SHIPLEY FOUNDATION INC (EIN 23-7015570)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202203129349100240
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-08T10:40:56-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042106505 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | 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 | 237015570 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIPLEY FOUNDATION INC #0755496 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIP | BusinessNameControlTxt |
| Phone | 6174392276 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NUTTER MCCLENNEN FISH POB 51400 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS JALKUT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6174392372 | PhoneNum |
| Signature | 2022-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | JALKUT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL F RICH | PreparerPersonNm |
| PTIN | P00567473 | PTIN |
| Phone | 6174392503 | PhoneNum |
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 | $234,587,785 | 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 | $194,404 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $204 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $204 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,771,918 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,771,642 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$22,056,273 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $53,437,834 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,715,850 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,647 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$12,833 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$17,085,100 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,474,863 | 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 | $287,296 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $215,472 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $71,824 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $207,884 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $155,914 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $51,970 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $381,517 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $75,554 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $499 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $499 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,109,882 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $832,038 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $277,844 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,004,578 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,292,103 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $406,512 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,207,075 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,207,075 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,211,653 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,292,103 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,613,587 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,296,753 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,182,760 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,000 | CashBOYAmt |
| Cash EOY | $6,575 | CashEOYAmt |
| Cash EOYFMV | $6,575 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,706,066 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,976,909 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,976,909 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $117,459,738 | CorporateStockBOYAmt |
| Corporate Stock EOY | $134,960,265 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $196,599,445 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $36,940,839 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $23,579,858 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $23,726,979 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $37,992,535 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,279,818 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,277,877 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $194,100,178 | TotalAssetsBOYAmt |
| Total Assets EOY | $165,803,425 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $234,587,785 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $59,077,250 | CapitalStockBOYAmt |
| Capital Stock EOY | $59,077,250 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $135,022,928 | RetainedEarningBOYAmt |
| Retained Earning EOY | $106,726,175 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $194,100,178 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $165,803,425 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $194,100,178 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $165,803,425 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $194,100,178 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,296,753 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $165,803,425 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $165,803,425 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS 653-2 | P | 2017-01-03 | 2021-12-31 | $31,909,619 | $20,768,371 | $11,141,248 | $11,141,248 |
| GOLDMAN SACHS 653-2 | P | 2021-01-03 | 2021-12-31 | $915,940 | $771,881 | $144,059 | $144,059 |
| GOLDMAN SACHS 649-5 | P | 2017-01-03 | 2021-12-31 | $8,578,239 | $8,290,599 | $287,640 | $287,640 |
| GOLDMAN SACHS 649-5N | P | 2021-01-03 | 2021-12-31 | $9,871,697 | $9,891,100 | -$19,403 | -$19,403 |
| SIGULER GUFF BRIC | P | 2017-03-03 | 2021-12-31 | $18,865 | $18,865 | $18,865 | |
| WEST GULF INVESTMENT STRATEGIES | P | 2021-01-03 | 2021-12-31 | $33 | -$33 | -$33 | |
| WEST GULF INVESTMENT STRATEGIES | P | 2017-01-03 | 2021-12-31 | $256,270 | $256,270 | $256,270 | |
| SIGULER GUFF DISTRESSED | P | 2021-01-03 | 2021-12-31 | $282 | $282 | $282 | |
| SIGULER GUFF DISTRESSED | P | 2017-01-03 | 2021-12-31 | $152,754 | $152,754 | $152,754 | |
| WEST GULF INVESTMENT STRATEGIES | P | 2019-01-03 | 2021-12-31 | $0 | $0 | ||
| CAPITAL GAINS DIVIDENDS | P | $1,734,168 | $1,734,168 | $1,734,168 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,715,850 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $238,840 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $238,840 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $238,840 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $251,847 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $351,847 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $734 | EsPenaltyAmt |
| Overpayment | $112,273 | OverpaymentAmt |
| Applied To ES Tax | $112,273 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
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 | 6174392000 | 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 | 022102604 | 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 (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD C SHIPLEY | |||||||||
| 3333 POINCIANA AVE | COCONUT GROVE | FL | 33133 | PRESIDENT | 5.00 | $0 | $0 | $0 | |
| THOMAS P JALKUT | |||||||||
| NUTTERMCCLENNEN FISHLLP PO BOX | BOSTON | MA | 02205 | TREASURER | 5.00 | $0 | $0 | $0 | 51400 |
| RICHARD C SHIPLEY | |||||||||
| 3333 POINCIANA AVE | COCONUT GROVE | FL | 33133 | DIRECTOR | 5.00 | $0 | $0 | $0 | |
| JULIA SATTI COSENTINO | |||||||||
| NUTTERMCCLENNEN FISHLLP PO BOX | BOSTON | MA | 02205 | CLERK | 5.00 | $0 | $0 | $0 | 51400 |
| THOMAS P JALKUT | |||||||||
| NUTTERMCCLENNEN FISHLLP PO BOX | BOSTON | MA | 02205 | DIRECTOR | 5.00 | $0 | $0 | $0 | 51400 |
| JULIA SATTI COSENTINO | |||||||||
| NUTTERMCCLENNEN FISHLLP PO BOX | BOSTON | MA | 02205 | DIRECTOR | 5.00 | $0 | $0 | $0 | 51400 |
| KAREN L SHIPLEY | |||||||||
| 1000 ISLAND BLVD 3103 | AVENTURA | FL | 33160 | DIRECTOR | 5.00 | $0 | $0 | $0 | |
| JASON R SHIPLEY | |||||||||
| 7901 HISPANOLA AVE 1512 | NORTH BAY VILLAGE | FL | 33141 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 | |
| JASON R SHIPLEY | |||||||||
| 7901 HISPANOLA AVE 1512 | NORTH BAY VILLAGE | FL | 33141 | DIRECTOR | 5.00 | $0 | $0 | $0 | |
| FEYZA ALTINDAG SHIPLEY | |||||||||
| 3333 POINCIANA AVE | COCONUT GROVE | FL | 33133 | DIRECTOR | 5.00 | $0 | $0 | $0 | |
| ELIZABETH S HUNT | |||||||||
| 14 NORWOOD AVENUE | KENSINGTON | CA | 94707 | DIRECTOR | 5.00 | $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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS & CO | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | INVESTMENT EXPENSE | $1,046,230 |
| NUTTER MCCLENNEN & FISH LLP | |||||
| 155 SEAPORT BLVD | BOSTON | MA | 02201 | LEGAL FEES | $287,296 |
| NUTTER MCCLENNEN & FISH LLP | |||||
| 155 SEAPORT BLVD | BOSTON | MA | 02201 | PROFESSIONAL FEES | $194,534 |
| 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 | $219,930,721 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,532,147 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $222,462,868 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $222,462,868 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,336,943 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $219,125,925 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,956,296 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,956,296 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $238,840 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $238,840 | TotalTaxAmt |
| Distributable Before Adj | $10,717,456 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,717,456 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,717,456 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,613,587 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,613,587 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,717,456 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,049,186 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,613,587 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,049,186 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $564,401 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $10,153,055 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIEND SERVICES COMMITTEE | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | NONE | PUBLIC | SUPPORT WORK WITH IMMIGRANTS AND REFUGEES IN MIAMI-DADE COUNTY | $75,000 |
| BAY AREA COMMUNITY SERVICES | |||||||
| 390 40TH STREET | OAKLAND | CA | 94609 | NONE | PUBLIC | GENERAL OPERATION SUPPORT | $25,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 501 ANGEL CANYON RD | KANAB | UT | 84741 | NONE | PUBLIC | FOR SHIPLEY DOG LODGES | $1,000,000 |
| BEYOND THE 11TH | |||||||
| PO BOX 457 | NEEDHAM | MA | 02494 | NONE | PUBLIC | SUPPORT AND ASSISTANCE TO RESIDENTS OF AFGHANISTAN | $20,000 |
| BORN FREE PET SHELTER | |||||||
| PO BOX 772050 | MIAMI | FL | 33177 | NONE | PUBLIC | GENERAL OPERATING SUPPORT FUND | $15,000 |
| BRIDGE TO HOPE | |||||||
| 4201 LONG BEACH BLVD SUITE 218-B | LONG BEACH | CA | 90807 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| BRIDGE TO TURKIYE | |||||||
| 100 FOX BRIAR LANE | CARY | NC | 27518 | NONE | PUBLIC | BTF PROGRAMS GASTRONOMY AND CULINARY ARTS/CYDD CESME CAPACITY BUILDING | $175,000 |
| CAMILLUS HOUSE | |||||||
| 1603 NW 7TH AVE | MIAMI | FL | 33136 | NONE | PUBLIC | GENERAL OPERATING SUPPORT FUND | $125,000 |
| CENTER FOR IMMIGRANT ADVANCEMENT | |||||||
| 1109 SW 8TH ST | MIAMI | FL | 33130 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $15,000 |
| CENTRO CAMPESINO FARMWORKERS CENTER | |||||||
| 35801 SW 186TH AVE | HOMESTEAD | FL | 33034 | NONE | PUBLIC | FOR GENERAL OPERATING SUPPORT | $50,000 |
| CENTRO LEGAL DE LA RAZA | |||||||
| 3400 E 12TH ST | OAKLAND | CA | 94601 | NONE | PUBLIC | FOR GENERAL OPERATING SUPPORT AND TO SUPPORT OAKLAND UNDOCUMENTED RELIEF FUND | $50,000 |
| CHELSEA COLLABORATIVE | |||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | NONE | PUBLIC | FOR HUNGER RELIEF EFFORTS | $25,000 |
| CLINIC FOR REHABILITATION OF WILDLIFE | |||||||
| 3883 SANIBEL CAPTIVA RD | SANIBEL | FL | 33957 | NONE | PUBLIC | REHABILITATION OF WILDLIFE | $15,000 |
| COCONUT GROVE CARES | |||||||
| 3870 WASHINGTON AVE | MIAMI | FL | 33133 | NONE | PUBLIC | GENERAL OPERATING SUPPORT FOR COCONUT GROVE HEALTH CENTER | $31,500 |
| COLORADO STATE UNIVERSITY | |||||||
| OVAL DRIVE | FORT COLLINS | CO | 80523 | NONE | PUBLIC | SUPPORT OF FACC ONCOLOGY PROJECT | $275,000 |
| COMMUNITY HEALTH OF SOUTH FLORIDA | |||||||
| 10300 SW 216TH STREET | MIAMI | FL | 33190 | NONE | PUBLIC | FOR COCONUT GROVE HEALTH CENTER | $62,500 |
| COMMUNITY WATER CENTER | |||||||
| 900 W OAK AVE | VISALIA | CA | 93291 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| DENOVO CENTER FOR JUSTICE AND HEALING | |||||||
| 47 THORNDIKE ST | CAMBRIDGE | MA | 02141 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 |
| DING DARLING WILDLIFE SOCIETY | |||||||
| 1 WILDLIFE DRIVE | SANIBEL | FL | 33957 | NONE | PUBLIC | ANNUAL FUND RAISING- GENERAL | $10,000 |
| EARTH ISLAND INSTITUTE | |||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94704 | NONE | PUBLIC | FOR USE BY FOOD SHIFT | $25,000 |
| EMPOWER U | |||||||
| 7900 NW 27TH AVE STE E-12 | MIAMI | FL | 33147 | NONE | PUBLIC | TO COMBAT SUBSTANCE US DISORDER | $50,000 |
| ENGLISH FOR NEW BOSTONIANS INC | |||||||
| 105 CHAUNCY ST 4TH FL | BOSTON | MA | 02111 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 |
| FAMILY ACTION NETWORK | |||||||
| 1718 SHERMAN AVE STE 201 | EVANSTON | IL | 60201 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 |
| FARM SHARE | |||||||
| 738 MAIN ST | WALTHAM | MA | 02451 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $93,500 |
| FEEDING SOUTH FLORIDA | |||||||
| 2501 SW 32ND TERRACE | PEMBROKE | FL | 33023 | NONE | PUBLIC | GERNERAL OPERATING SUPPORT | $100,000 |
| FISHER HOUSE FOUNDATION | |||||||
| 111 ROCKVILLE PIKE SUITE 420 | ROCKVILLE | MD | 20850 | NONE | PUBLIC | CONSTRUCTING ONE OF THE NEW FISHER HOUSES PLANNED FOR BAY PINES, FL | $250,000 |
| FLORIDA IMMIGRANT COALITION | |||||||
| 2800 BISCAYNE BLVD 300 | MIAMI | FL | 33137 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $75,000 |
| FLORIDA INTERNATIONAL UNIVERSITY | |||||||
| 11200 SW 8TH ST | MIAMI | FL | 33199 | NONE | PUBLIC | FOR SUPPORT OF STUDENTS IN NEED | $50,000 |
| FRIENDS OF MIAMI ANIMAL FOUNDATION | |||||||
| 2665 S BAYSHORE DRIVE | MIAMI | FL | 33133 | NONE | PUBLIC | GENERAL OPERATING SUPPORT FUND | $47,025 |
| FRIENDS OF THE COMMODORE TRAIL | |||||||
| 3109 GRAND AVE 288 | COCONUT GROVE | FL | 33133 | NONE | PUBLIC | GENERAL OPERATING SUPPORT FUND | $10,450 |
| FUTURE CHEFS | |||||||
| 305 BLUE HILL AVENUE | BOSTON | MA | 02121 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| GLOBAL NETWORK OF WOMEN PEACE BUILDERS INC | |||||||
| 777 UNITED NATIONS PLAXA STE 11-E | NEW YORK | NY | 10017 | NONE | PUBLIC | SUPPORT OF ORGANIZATIONS WORKING WITH WOMEN IN AFGHANISTAN | $20,000 |
| GREAT PLAINS CONSERVATION FOUNDATION | |||||||
| 165 CAT ROCK LANE | JUPITER | FL | 33458 | NONE | PUBLIC | GENERAL OPERATING SUPPORT FUND | $25,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | PUBLIC | TO ESTABLISH CHARLES R. SHIPLEY JR. SCHOLARSHIP FUND | $545,000 |
| HIRE HEROES USA | |||||||
| 100 NORTH POINT CENTER EAST STE 200 | ALPHARETTA | GA | 30022 | NONE | PUBLIC | VETERAN CAREER TRANSITION SUPPORT PROGRAM | $300,000 |
| HOMES FOR OUR TROOPS | |||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | NONE | PUBLIC | CONSTRUCTION OF HOMES FOR DISABLED MILITARY PERSONNEL | $700,000 |
| HOPE FOR HEROES HORSEMANSHIP CENTER | |||||||
| 14528 AVIS LANE SE | YELM | WA | 98597 | NONE | PUBLIC | THERAPEUTIC RIDING PROGRAM | $10,000 |
| INTERNATIONAL CIVIL SOCIETY ACTION NETWORK | |||||||
| 1126 16TH ST NW STE 250 | WASHINGTON | DC | 20036 | NONE | PUBLIC | FOR SUPPORT OF WOMEN IN AFGHANISTAN | $25,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | NONE | PUBLIC | SUPPORT OF THE CENTER FOR ECONOMIC OPPORTUNITY | $25,000 |
| ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE | |||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | NONE | PUBLIC | GLOBAL HUMANITARIAN ASSISTANCE INC/ FOR HUMANITARIAN RELIEF EFFORTS | $25,000 |
| LEE MEMORIAL HEALTH SYSTEMS FOUNDATION | |||||||
| 2776 CLEVELAND AVE | FORT MYERS | FL | 33901 | NONE | PUBLIC | CENTER FOR CARDIOTHORACIC SURGERY, INNOVATION, EDUCATION AND RESEARCH | $25,000 |
| MIAMI ANIMAL RESCUE | |||||||
| 13313 SW 124TH ST | MIAMI | FL | 33186 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| MIAMI DIAPER BANK | |||||||
| 4770 BISCANYE BLVD SUITE 980 | MIAMI | FL | 33137 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $12,500 |
| MIAMI VETERINARY FOUNDATION | |||||||
| 11622 N KENDALL DR | MIAMI | FL | 33176 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| MIAMI-DADE COLLEGE FOUNDATION | |||||||
| 300 NE 2ND AVE 1423 | MIAMI | FL | 33132 | NONE | PUBLIC | SUPPORT OF MIAMI-DADE COLLEGE FOOD PANTRIES | $50,000 |
| MIRA COALITION | |||||||
| 105 CHAUNCY STREET STE 901 | BOSTON | MA | 02111 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| NATIVE AMERICAN HEALTH CENTER | |||||||
| 2077 CENTRE ST | WEST ROXBURY | MA | 02132 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| NEW HOPE CORPS | |||||||
| 1020 N KROME AVE | HOMESTEAD | FL | 33030 | NONE | PUBLIC | FOR WORK IN MIAMI TO COMBAT SUBSTANCE USE | $31,250 |
| NEWTON WELLESLEY HOSPITAL | |||||||
| 2014 WASHINGTON ST | NEWTON | MA | 02462 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $149,400 |
| OASIS RESCUE | |||||||
| 5802 BOB BULLOCK LP C1 504-296 | LAREDO | TX | 78041 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| OVERTOWN CHILDREN AND YOUTH COALITION | |||||||
| 1951 NW 7TH AVE | MIAMI | FL | 33136 | NONE | PUBLIC | TO COMBAT SUBSTANCE USE | $15,000 |
| PAWS4YOU RESCUE | |||||||
| 8717 SW 134TH ST | MIAMI | FL | 33176 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| PETS FOR VETS INC | |||||||
| PO BOX 10860 | WILMINGTON | NC | 28404 | NONE | PUBLIC | VETERAN ADOPTIONS AND CHAPTER EXPANSION | $20,000 |
| PINE STREET INN | |||||||
| 330 PINE ST | WILLIAMSPORT | PA | 17701 | NONE | PUBLIC | VETERANS SERVICE AND HOUSING | $250,000 |
| PLANTING JUSTICE | |||||||
| 319 105TH AVE | OAKLAND | CA | 94603 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| POLITICAL ASYLUM IMMIGRATION REPRESENTATION | |||||||
| 98 N WASHINGTON ST STE 106 | BOSTON | MA | 02114 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 |
| PRINCETON UNIVERSITY | |||||||
| I NASSAU HALL | PRINCETON | NJ | 08544 | NONE | PUBLIC | FOR HELEN SHIPLEY HUNT FUND FOR PRACTICAL ENGINEERING APPLICTIONS | $500,000 |
| PROJECT BREAD | |||||||
| 145 BORDER ST | BOSTON | MA | 02128 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $75,000 |
| PURPLE HEART HOMES | |||||||
| 755 WASHINGTON AVE | STATEVILLE | NC | 28677 | NONE | PUBLIC | TINY HOME PROJECT | $25,000 |
| RAZIA'S RAY OF HOPE | |||||||
| PO BOX 81052 | WELLESLEY | MA | 02481 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $20,000 |
| REBUILDING TOGETHER MIAMI- DADE | |||||||
| 3628 GRAND AVE | MIAMI | FL | 33133 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $62,500 |
| REFUGEE ASSISTANCE ALLIANCE | |||||||
| 1825 PONCE DE LEON | CORAL GABLES | FL | 33134 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| SAN FRANCISCO ESTUARY INSTITUTE | |||||||
| 4911 CENTER AVE | RICHMOND | CA | 94804 | NONE | PUBLIC | TO SUPPORT THE DEVELOPMENT OF A VISUALIZATION TOOL FOR PESTICIDES AND WATER QUALITY DATA | $100,000 |
| SANIBEL CAPTIVA CONSERVATION FOUNDATION | |||||||
| 3399 SANIBEL CAPTIVA ROAD | SANIBEL | FL | 33957 | NONE | PUBLIC | ANNUAL FUND AND OPERATIONS | $50,000 |
| SELF HELP ENTERPRISES | |||||||
| 8445 W ELOWIN CT | VISALIA | CA | 93291 | NONE | PUBLIC | FOR GENERAL OPERATING SUPPORT | $35,000 |
| SOCIAL INNOVATION FORUM | |||||||
| ONE CONGRESS ST | BOSTON | MA | 02114 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $30,000 |
| ST ALBAN'S CHILD ENRICHMENT CENTER | |||||||
| 3465 BROOKER ST | MIAMI | FL | 33133 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $62,500 |
| ST STEPHEN'S EPISCOPAL CHURCH | |||||||
| 419 SHAWMUT AVE | BOSTON | MA | 02118 | NONE | PUBLIC | FOR SUPPORT OF AIDS MINISTRY | $31,500 |
| STUDENT'S CLINIC FOR IMMIGRANT JUSTICE | |||||||
| 217 HANOVER ST STE 320 | BOSTON | MA | 02113 | NONE | PUBLIC | GENERAL OPPERATING SUPPORT | $5,000 |
| SUNDARI FOUNDATION | |||||||
| 217 NW ST | MIAMI | FL | 33136 | NONE | PUBLIC | SUPPORT WORK OF LOTUS HOUSE | $75,000 |
| TEAM RED WHITE AND BLUE | |||||||
| 1110 W PLATT ST | TAMPA | FL | 33606 | NONE | PUBLIC | FOR CIVIC ENGAGEMENT AND LEADERSHIP PROGRAMS | $75,000 |
| THE WATERSHED PROJECT | |||||||
| 1327 S 46TH BUILDING 155 | RICHMOND | CA | 94804 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| THELMA GIBSON HEALTH INIATIVE | |||||||
| 3646 GRAND AVE | COCONUT GROVE | FL | 33133 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $43,500 |
| THRIVING MIND SOUTH FLORIDA | |||||||
| 7205 NW 19TH STREET STE 200 | MIAMI | FL | 33126 | NONE | PUBLIC | SUPPORT TO HELP PEOPLE WITH SUBSTANCE USE DISORDERS | $50,000 |
| TRUSTEES OF BOSTON UNIVERSITY | |||||||
| 1113-1115 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PUBLIC | QUESTROM SCHOOL OF BUSSINESS ANNUAL FUND AND CENTER FOR DIGITAL LEARNING & INNOVATION | $2,050,000 |
| TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| ONE NASSAU HALL | PRINCETON | NJ | 08544 | NONE | PUBLIC | GRRADUATE ALUMNI ANNUAL GIVING FUND | $50,000 |
| TUFTS UNIVERSITY | |||||||
| 711 WASHINGTON ST 9 | BOSTON | MA | 02111 | NONE | PUBLIC | ANNUAL FUND OF CUMMINGS SCHOOL OF VETERINARY MEDICINE | $10,000 |
| URBAN FOOD INITIATIVE DAILY TABLE | |||||||
| 2201 WASHINGTON ST | ROXBURY | MA | 02119 | NONE | PUBLIC | TO SUPPORT THE WORK OF THE DAILY TABLE | $25,000 |
| URBAN OASIS PROJECT | |||||||
| 6870 SW 45TH LN 7 | MIAMI | FL | 33155 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $18,500 |
| VETERANS INC | |||||||
| 69 GROVE ST | WORCESTER | MA | 01605 | NONE | PUBLIC | VETERAN CAREER TRANSITION SUPPORT PROGRAM | $100,000 |
| VETERANS LEGAL SERVICES | |||||||
| PO BOX 8457 | BOSTON | MA | 02114 | NONE | PUBLIC | LEGAL VERERANS SERVICES | $100,000 |
| VETS HELPING HEROES INC | |||||||
| PO BOX 540723 | GREENACRES | FL | 33454 | NONE | PUBLIC | TRAINING ASSISTANCE DOGS TRAINING | $100,000 |
| VOICES FOR CHILDREN | |||||||
| 110 DAGGETT AVE | VINEYARD HAVEN | MA | 02568 | NONE | PUBLIC | 2022 GALA/ GENERAL OPERATING SUPPORT | $60,450 |
| WHISPERING MANES THERAPEUTIC RIDING CENTER | |||||||
| 6105 SW 125TH AVE | MIAMI | FL | 33138 | NONE | PUBLIC | THERAPEUTIC RIDING PROGRAM | $20,000 |
| WOUNDED VETRANS RELIEF FUND | |||||||
| 2635 OLD OKEECHOBEE RD | WEST PALM BEACH | FL | 33409 | NONE | PUBLIC | EMERGENCY FINANCIAL ASSISTANCE FOR DISABLED VETS | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,207,075 | 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 | $204 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,771,918 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,647 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$22,056,273 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$17,279,504 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$17,279,504 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCIA H SHIPLEY 1993 REV INDENTURE OF TRUST UNDER ARTICLE 5 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $194,404 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NUTTER MCCLENNEN & FISH LLP | CategoryTxt |
| Amt | $17,500 | Amt |
| Net Investment Income | $13,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,375 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS ACCOUNT #649-5 | BondNm |
| EOY Book Value | $23,579,858 | EOYBookValueAmt |
| EOYFMV | $23,726,979 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS ACCOUNT #653-2 | StockNm |
| EOY Book Value | $134,960,265 | EOYBookValueAmt |
| EOYFMV | $196,599,445 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SIGULER GUFF BRIC OPPORTUNITIES FUND II, L.P. | AT COST | $712,638 | $974,202 |
| SIGULER GUFF DIST OPPORTUNITIES FUND IV, L.P. | AT COST | $1,342,733 | $1,305,206 |
| BROAD STREET REAL ESTATE CREDIT PARTNERS III OFFSHORE FUND, L.P. | AT COST | $844,761 | $799,797 |
| VINTAGE VII AIV OFFSHORE SCSP | AT COST | $159,633 | $6,982,069 |
| ARES DIRECT LENDING OPPORTUNITIES ACCESS | AT COST | $220,053 | $216,603 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NUTTER MCCLENNEN & FISH LLP | CategoryTxt |
| Legal Fees | $287,296 | LegalFeesAmt |
| Net Investment Income | $215,472 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $71,824 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROAD STREET REAL ESTATE CR PARTNERS | $8,268 | $6,201 | $2,067 |
| FILING FEES | $500 | $0 | $500 |
| GOLDMAN SACHS 649-5 MANAGEMENT FEES | $209,196 | $156,897 | $52,299 |
| GOLDMAN SACHS 653-2 MANAGEMENT FEES | $837,034 | $627,776 | $209,258 |
| SIGULER GUFF BRIC OPP FUND II LP | $4,484 | $3,363 | $1,121 |
| SIGULER GUFF DIST OPP FUND IV, L.P. | $19,655 | $14,741 | $4,914 |
| VINTAGE VII AIV OFFSHORE SCSP | $5,545 | $4,159 | $1,386 |
| WEST GULF INV STRAT | $24,242 | $18,182 | $6,060 |
| ARES DIRECT LENDING OPPORTUNITIES | $958 | $719 | $239 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| WEST GULF INV STRAT | -$9,451 | -$9,451 | -$9,451 |
| WEST GULF INV STRAT SEC 1231 | $6,160 | $6,160 | $6,160 |
| SIGULER GUFF BRIC | -$48,988 | -$48,988 | -$48,988 |
| BROAD STREET REAL ESTATE PARTNERS III | $18,384 | $18,384 | $18,384 |
| SIGULER GUFF DISTRESSED | -$41 | -$41 | -$41 |
| WEST GULF INV STRAT ROYALTIES | $14,127 | $14,127 | $14,127 |
| FED REFUND | $17,480 | $0 | $17,480 |
| GOLDMAN 653 SEC 1250 GAINS | $473 | $473 | $473 |
| ARES DIRECT LENDING OPPORTUNITIES | $4,408 | $4,408 | $4,408 |
| SIGULER GUFF DISTRESSED SEC 1231 | -$6 | -$6 | -$6 |
| SIGULAR GUFF DISTRESSED 1256 CONTR | -$175 | -$175 | -$175 |
| WEST GULF INV STRAT SEC 1250 GAINS | $2,000 | $2,000 | $2,000 |
| WEST GULF INV STRAT OTHER INC | $276 | $276 | $276 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NUTTER MCCLENNEN & FISH LLP | $177,034 | $132,776 | $44,258 |
| KONRAD HOCHEDLINGER (SCIENTIFIC ADV FEES) | $10,000 | $7,500 | $2,500 |
| HANNO HOCK (SCIENTIFIC ADV FEES) | $10,000 | $7,500 | $2,500 |
| METROCREATE | $10,850 | $8,138 | $2,712 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FED EXCISE TAX | $300,000 | $0 | $0 |
| FOREIGN TAX PD SIGULER GUFF BRIC | $5,903 | $0 | $0 |
| FOREIGN TAX PD GOLDMAN SACHS 653 | $75,554 | $75,554 | $0 |
| WEST GULF INVESTMENT STRATEGIES | $60 | $0 | $0 |