THE HYAMS FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE HYAMS FOUNDATION INC (EIN 04-6013680)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349104430
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T14:15:37-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | 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 | 046013680 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hyams Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HYAM | BusinessNameControlTxt |
| Phone | 6174265600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 South Street 404 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lisa Owens | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 6174265600 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Lisa | PersonFirstNm |
| Person Last | Owens | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kurt Coburn | PreparerPersonNm |
| PTIN | P01638285 | PTIN |
| Phone | 7134395739 | 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 | $163,844,341 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $770 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $770 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,193,254 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,193,254 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,264,753 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,226,874 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,247,164 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,888,552 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,100,801 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $20,347,329 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,541,989 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $658,206 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $98,731 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $592,324 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $619,185 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $24,767 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $629,318 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $316,143 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $30,565 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $286,730 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,348 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,348 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $99,224 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $61,046 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $33,307 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $948,097 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $909,146 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $32,919 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $172,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $198,180 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,927 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $191,053 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,284 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $411 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,873 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $600 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $24 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $591 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,066,987 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $910,110 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $128,451 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,093,254 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,042,727 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,908,914 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,892,375 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,982,940 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,985,629 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,042,727 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,891,854 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,361,700 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,499,262 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $403,545 | CashBOYAmt |
| Cash EOY | $206,206 | CashEOYAmt |
| Cash EOYFMV | $206,206 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,568,460 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,242,878 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,242,878 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $49,531 | AcctRcvblAmt |
| Acct Rcvbl BOY | $46,359 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $49,531 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $49,531 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $53,064 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $15,839 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $15,839 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $61,248,808 | CorporateStockBOYAmt |
| Corporate Stock EOY | $66,150,084 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $66,150,084 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $81,654,638 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $89,333,664 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $89,333,664 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $253,888 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $253,888 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $4,953,966 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,846,139 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,846,139 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $150,928,840 | TotalAssetsBOYAmt |
| Total Assets EOY | $163,844,341 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $163,844,341 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $111,075 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $120,982 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,490,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,305,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $545,806 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $603,417 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,146,881 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,029,399 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $35,354,317 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $43,386,360 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $113,427,642 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $118,428,582 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $148,781,959 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $161,814,942 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $150,928,840 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $163,844,341 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $148,781,959 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,361,700 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,728,894 | OtherIncreasesAmt |
| Subtotal | $161,872,553 | SubtotalAmt |
| Other Decreases | $57,611 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $161,814,942 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly traded securities | $13,360,459 | $8,061,543 | $5,298,916 | $5,298,916 | |||
| Capital gain distributions | $1,082,955 | $1,082,955 | $1,082,955 | P | |||
| Distributions in excess of basis | $284,745 | $284,745 | $284,745 | P | |||
| Passthrough K-1 capital gain | $13,440,310 | $13,440,310 | $13,440,310 | P | |||
| Commonfund Capital Private Equity Partners V | $2,499 | $30,101 | -$27,602 | -$27,602 | P | 2010-01-01 | 2021-04-30 |
| Doddington Global Fund | $5,939,551 | $5,759,842 | $179,709 | $179,709 | P | 2012-11-01 | 2021-06-11 |
| Fir Tree International | $5,292 | $5,292 | $5,292 | P | 2013-03-01 | 2021-02-17 | |
| Iridian Private Business Value Equity | $7,472,057 | $9,743,866 | -$2,271,809 | -$2,271,809 | P | 2010-01-01 | 2021-01-31 |
| Park Street Capital Natural Resource Fund III, AIV | $6,132 | $10,551 | -$4,419 | -$4,419 | P | 2010-01-01 | 2021-03-31 |
| Park Street Capital Private Equity Fund V | $13,776 | $15,056 | -$1,280 | -$1,280 | P | 2010-01-01 | 2021-02-04 |
| Park Street Capital Private Equity Fund VI | $20,065 | $28,649 | -$8,584 | -$8,584 | P | 2010-01-01 | 2021-08-24 |
| PSC Luxembourg Holdings | $10,166 | $10,166 | $10,166 | P | 2010-01-01 | 2021-12-31 | |
| Thomas H. Lee Equity Fund VI Liquidating Trust | $837 | $1,013 | -$176 | -$176 | P | 2010-01-01 | 2021-12-30 |
| Wellington Trust Company | $2,570,441 | $3,311,500 | -$741,059 | -$741,059 | P | 2010-01-01 | 2021-01-04 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,247,164 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $257,140 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $257,140 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $257,140 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $96,441 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $270,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $366,441 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $109,301 | OverpaymentAmt |
| Applied To ES Tax | $109,301 | 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.hyamsfoundation.org | WebsiteAddressTxt |
| Individual With Books | Mark Paley | IndividualWithBooksNm |
| Phone | 6174265600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 South Street Suite 404 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| Penn Loh | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Board Chair/Trustee | 5.00 | $30,000 | $0 | $0 |
| Lily Mendez-Morgan | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Co-Chair/Trustee | 2.00 | $20,000 | $0 | $0 |
| Willma Davis | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Treasurer/Trustee (dec. Aug '21) | 2.00 | $10,000 | $0 | $0 |
| Omar Simmons | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Treasurer/Trustee | 2.00 | $17,000 | $0 | $0 |
| Iris Gomez | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Clerk/Trustee | 2.00 | $16,000 | $0 | $0 |
| Julie Goodridge | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Assist Treasurer/Trustee | 2.00 | $16,000 | $0 | $0 |
| Lucas H Guerra | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Trustee | 2.00 | $16,000 | $0 | $0 |
| Rahsaan Hall | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Trustee | 2.00 | $19,000 | $0 | $0 |
| Karen L Mapp | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Trustee | 2.00 | $20,000 | $0 | $0 |
| Martella Wilson-Taylor | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Trustee | 2.00 | $16,000 | $0 | $0 |
| Lisa Owens | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Executive Director | 40.00 | $223,838 | $8,530 | $0 |
| David Moy | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Deputy Director | 40.00 | $254,368 | $44,711 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Mark Paley | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Dir of Admin/Finance | 40.00 | $203,000 | $47,121 | $0 |
| Nahir Torres | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Sr. Program Officer | 40.00 | $126,875 | $22,092 | $0 |
| Maria Mulkeen | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Program Officer | 40.00 | $107,871 | $20,241 | $0 |
| Ratchanee Pankam | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Grants Manager | 40.00 | $83,830 | $25,947 | $0 |
| Jasmine Benjamin 1st pay 814 | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Program Associate | 40.00 | $71,050 | $351 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Cambridge Associates | |||||
| 125 High Street | Boston | MA | 02110 | Investment consulting | $297,247 |
| Iridian Private Business Value Equity Fund LP | |||||
| 276 Post Road West | Westport | CT | 06880 | Investment management | $71,345 |
| Fluxx Labs Inc | |||||
| 2261 Market Street 4060 | San Francisco | CA | 94114 | Grant technology services | $70,113 |
| Axiom Investors | |||||
| 33 Benedict Place | Greenwich | CT | 06830 | Investment management | $66,716 |
| Varadero Capital LP | |||||
| 452 5th Ave 30th Floor | New York | NY | 10018 | Investment management | $59,987 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | 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 | $116,088,259 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,666,973 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $37,193,586 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $155,948,818 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $155,948,818 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,339,232 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $153,609,586 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,680,479 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,680,479 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $257,140 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $257,140 | TotalTaxAmt |
| Distributable Before Adj | $7,423,339 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,423,339 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,423,339 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,891,854 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,891,854 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,423,339 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $340,413 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $547,732 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $284,922 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,001,588 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $847,069 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,021,724 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,891,854 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,891,854 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $531,485 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $531,485 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,490,239 | 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 | $2,490,239 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $356,660 | ExcessFromYear4Amt |
| Excess From Year3 | $284,922 | ExcessFromYear3Amt |
| Excess From Year2 | $1,001,588 | ExcessFromYear2Amt |
| Excess From Year1 | $847,069 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Lisa Owens The Hyams Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 South Street Suite 404 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174265600 | RecipientPhoneNum |
| Recipient Email Address | Grants@hyamsfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | See https://hyamsfoundation.org/how-to-apply/ for information. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | There are no deadlines. | SubmissionDeadlinesTxt |
| Restrictions On Awards | See https://hyamsfoundation.org/funding-eligibility/ and https://hyamsfoundation.org/funding-criteria/ for information. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| African Community Economic Development of New England | |||||||
| 48 John Eliot Square | Boston | MA | 02119 | N/A | PC | Youth Ubuntu Project and Community Development Project | $35,000 |
| Alternatives for Community & Environment | |||||||
| 2201 Washington St | Roxbury | MA | 02119 | N/A | PC | Reclaim Roxbury Project, Movement Building Panel, capacity building, and general support | $106,000 |
| American Civil Liberties Union Fdn | |||||||
| One Center Plz Suite 850 | Boston | MA | 02108 | N/A | PC | Grant for Racial Justice Program | $45,000 |
| Asian American Resource Workshop | |||||||
| 42 Charles St A | Boston | MA | 02122 | N/A | PC | Building panel and design, Dorchester Not for Sale project, and general support | $100,500 |
| Association Black Fdn Exec | |||||||
| 55 Exchange Place | New York | NY | 10005 | N/A | PC | General support | $2,500 |
| AYNI Institute | |||||||
| 19 Meridian Street | Boston | MA | 02128 | N/A | PC | Neighbors United for a Better East Boston (NUBE) | $30,000 |
| Black Economic Council of Massachusetts | |||||||
| 1 Beacon Street | Boston | MA | 02108 | N/A | PC | Participation on the Foundation's Field Building Design Team | $25,000 |
| Black Economic Justice Institute | |||||||
| 64 Starbird Ave | Roslindale | MA | 02131 | N/A | PC | General support | $40,000 |
| Boston Affordable Housing Coalition | |||||||
| 42 Seaverns Ave | Jamaica Plain | MA | 02130 | N/A | PC | General support | $35,000 |
| Boston Alliance of Gay and Lesbian Youth | |||||||
| 28 Court Square | Boston | MA | 02108 | N/A | PC | Massachusetts Transgender Political Coalition's initiatives and general support | $70,000 |
| Boston Foundation Inc | |||||||
| 75 Arlington Street | Boston | MA | 02116 | N/A | PC | Home Funders Management and Convening, Asian Community Fund, and King Boston Co-coordinating Field Building Design Team | $100,000 |
| Boston Impact Initiative Fund | |||||||
| 14 Chestnut Pl | Jamaica Plain | MA | 02130 | N/A | PC | General support | $75,000 |
| Boston Neighborhood Community Land Trust | |||||||
| 550 Dudley Street | Roxbury | MA | 02119 | N/A | PC | Boston Community Land Trust Network Panel and general support | $35,500 |
| Boston Private Industry Council | |||||||
| 2 Oliver St | Boston | MA | 02109 | N/A | PC | Youth Transitions Task Force | $45,000 |
| Boston Tenant Coalition Inc | |||||||
| 11 Beacon Street | Boston | MA | 02108 | N/A | PC | General support | $50,000 |
| Brazilian Women's Group | |||||||
| 697 Cambridge St Suite 106 | Brighton | MA | 02135 | N/A | PC | General support | $35,000 |
| Brazilian Worker Center Inc | |||||||
| 14 Harvard Ave | Allston | MA | 02134 | N/A | PC | General support | $50,000 |
| CAIR-MA Inc | |||||||
| 123 South Street | Boston | MA | 02111 | N/A | PC | General support | $30,000 |
| Center for Economic Democracy | |||||||
| 769 Centre Street | Boston | MA | 02130 | N/A | PC | Boston Ujima, Center for Cooperative Development and Solidarity, Solidarity Economy Initiative, and general support | $235,000 |
| Center for Labor Educ & Research | |||||||
| 375 Centre Street | Boston | MA | 02130 | N/A | PC | Massachusetts TPS Committee and general support | $115,000 |
| Centro Presente Inc | |||||||
| 12 Bennington St 202 | Boston | MA | 02128 | N/A | PC | General support | $45,000 |
| Chinatown Community Land Trust Inc | |||||||
| 28 Ash Street | Boston | MA | 02111 | N/A | PC | Boston Community Land Trust Network Panel and general support | $40,500 |
| Chinese Progressive Assoc | |||||||
| 28 Ash Street | Boston | MA | 02111 | N/A | PC | General support | $100,500 |
| Citizens for Juvenile Justice | |||||||
| 44 School Street Suite 415 | Boston | MA | 02108 | N/A | PC | General support | $55,000 |
| CommonWealth Kitchen | |||||||
| 196 Quincy S | Dorchester | MA | 02121 | N/A | PC | General support | $50,000 |
| Community Labor United Inc | |||||||
| 8 Beacon St | Boston | MA | 02108 | N/A | PC | New England United for Justice project and general support | $175,500 |
| Confluence Philanthropy Inc | |||||||
| 54 West 40th Street | New York | NY | 10018 | N/A | PC | Development of racial equity programming and general support | $20,000 |
| Congregation Lion of Judah | |||||||
| 20 Reed St | Boston | MA | 02118 | N/A | PC | Agencia ALPHA Project | $45,000 |
| Dudley Street Neighborhood Initiative | |||||||
| 504 Dudley St | Roxbury | MA | 02119 | N/A | PC | Boston Community Land Trust Network Panel and general support | $65,500 |
| Educators 4 Excellence | |||||||
| 80 Pine Street Floor 28 | New York | NY | 10018 | N/A | PC | Educators for Excellence Boston Chapter and general support | $25,000 |
| Families for Justice as Healing | |||||||
| 100R Warren Street | Roxbury | MA | 02119 | N/A | PC | General support | $45,000 |
| Fenway Community Development Corporation | |||||||
| 70 Burbank Street | BOSTON | MA | 02115 | N/A | PC | Countering Displacement and Gentrification Project | $35,000 |
| Foundation Financial Officers Group Inc | |||||||
| 19 Mantua Rd | Mt Royal | NJ | 08061 | N/A | PC | General support | $1,550 |
| Friends of St Stephen's Youth Program | |||||||
| 149 Shawmut Avenue | Boston | MA | 02118 | N/A | PC | St. Stephen's Collaborative Organizing Project | $40,000 |
| Grantmakers Concerned with Immigrants & Refugees | |||||||
| PO Box 2178 | Petaluma | CA | 94953 | N/A | PC | General support | $2,500 |
| Grantmakers for Effective Organizations | |||||||
| 1310 L Street NW | Washington | DC | 20005 | N/A | PC | General support | $2,090 |
| Greater Boston Interfaith Organization | |||||||
| 1803 Dorchester Avenue | Boston | MA | 02124 | N/A | PC | General support | $55,000 |
| GreenRoots | |||||||
| 227 Marginal Street | Chelsea | MA | 02150 | N/A | PC | General support | $55,000 |
| Health Resources in Action | |||||||
| 95 Berkeley St 2nd Fl | Boston | MA | 02116 | N/A | PC | CPLAN Project | $25,000 |
| Immigrant Family Services Institute | |||||||
| 1626 Blue Hill Avenue | Mattapan | MA | 02126 | N/A | PC | Special Education Initiative and general support | $65,000 |
| Justice At Work | |||||||
| 33 Harrison Avenue | Boston | MA | 02111 | N/A | PC | General support | $40,000 |
| Justice Funders | |||||||
| 436 14th St Ste 700 | Oakland | CA | 94612 | N/A | PC | 2021-2022 Institutional Membership Dues | $2,500 |
| La Colaborativa (Chelsea Collaborative) | |||||||
| 318 Broadway | Chelsea | MA | 02150 | N/A | PC | Strengthening Housing Supports in Chelsea and general support | $100,000 |
| Lawyers for Civil Rights | |||||||
| 61 Batterymarch Street | Boston | MA | 02110 | N/A | PC | General support | $50,000 |
| Mass Senior Action Council Inc | |||||||
| 108 Myrtle Street | Quincy | MA | 02171 | N/A | PC | General support | $60,000 |
| Massachusetts Advocates for Children | |||||||
| 25 Kingston Street | Boston | MA | 02111 | N/A | PC | General support | $40,000 |
| Massachusetts Affordable Housing | |||||||
| 1803 Dorchester Avenue | Dorchester | MA | 02124 | N/A | PC | Home Ownership Justice Vision Project | $35,000 |
| Massachusetts Budget & Policy Center | |||||||
| 1 State Street Suite 1250 | Boston | MA | 02109 | N/A | PC | Delivering on Equity Project and general support | $165,000 |
| Massachusetts Coalition for Occupational Safety and Health | |||||||
| 42 Charles Street Suite D | Dorchester | MA | 02122 | N/A | PC | General support | $65,000 |
| Massachusetts Communities Action Network | |||||||
| 14 Cushing Avenue | Boston | MA | 02125 | N/A | PC | I Have a Future Program and general support | $255,000 |
| Massachusetts Immigrant & Refugee Advocacy | |||||||
| 105 Chauncy Street | Boston | MA | 02111 | N/A | PC | General support | $75,000 |
| Massachusetts Law Reform Institute | |||||||
| 40 Court Street | Boston | MA | 02108 | N/A | PC | Housing Justice Through Community Empowerment, Engagement, and Eviction Defense | $50,000 |
| Massachusetts Legal Assistance Corporation | |||||||
| 40 Court Street | Boston | MA | 02108 | N/A | PC | The Greater Boston Immigrant Defense Fund | $75,000 |
| Massachusetts Nonprofit Network | |||||||
| 2 Atlantic Avenue | Boston | MA | 02110 | N/A | PC | General support | $350 |
| Massachusetts Voter Education Network | |||||||
| 41 West Street | Boston | MA | 02121 | N/A | PC | Democracy Hub Initiative and general support | $125,000 |
| Mission Investors Exchange | |||||||
| 105 W 86th St | New York | NY | 10024 | N/A | PC | General support | $3,000 |
| Muslim Justice League | |||||||
| 8th Floor | Boston | MA | 02111 | N/A | PC | General support | $50,000 |
| National Committee for Responsive Philant | |||||||
| 1900 L Street NW | Washington | DC | 20036 | N/A | PC | General support | $3,000 |
| Neighbor to Neighbor MA Ed Fund Inc | |||||||
| 15 Court Square | Boston | MA | 02108 | N/A | PC | General support | $50,000 |
| Neighborhood Funders Group Inc | |||||||
| 548 Market Street 95631 | Oakland | CA | 94612 | N/A | PC | General support | $11,250 |
| NEO Philanthropy | |||||||
| 45 W 36th St 6th floor | New York | NY | 10018 | N/A | PC | General support | $3,000 |
| New Venture Fund | |||||||
| 1828 L Street NW Suite 300A | Washington | DC | 20036 | N/A | PC | Communities for Just Schools Fund (CJSF) | $35,000 |
| North American Indian Center of Boston | |||||||
| 105 South Huntington Avenue | Jamaica Plain | MA | 02130 | N/A | PC | Black and Indigenous Resistance Fund | $75,000 |
| PEAK Grantmaking | |||||||
| 1701 Pennsylvania Avenue NW | Washington | DC | 20006 | N/A | PC | General support | $2,000 |
| Philanthropy Massachusetts | |||||||
| 133 Federal Street Suite 802 | Boston | MA | 02110 | N/A | PC | General support | $91,000 |
| Project RIGHT Inc | |||||||
| 320A Blue Hill Avenue | Dorchester | MA | 02121 | N/A | PC | General support | $25,000 |
| Proteus Fund | |||||||
| 15 Research Drive | Amherst | MA | 01002 | N/A | PC | RISE Together Fund | $25,000 |
| Resist | |||||||
| PO Box 301240 | Jamaica Plain | MA | 02130 | N/A | PC | Student Immigrant Movement, Boston Education Justice Alliance Project, and New England Sustainer Learning Circles | $115,000 |
| Right to the City Alliance | |||||||
| 388 Atlantic Avenue | Brooklyn | NY | 11217 | N/A | PC | Promoting Wellness to Organizing and general support | $125,500 |
| Schott Foundation for Public Education | |||||||
| One Mifflin Place | Cambridge | MA | 02138 | N/A | PC | Massachusetts Gateway City Strategy for Education Justice and Just Relationships: A Funder Series | $55,000 |
| Social and Environmental Entrepreneurs | |||||||
| 23564 Calabasas Road Suite 201 | Calabasas | CA | 91302 | N/A | PC | General support | $5,000 |
| Sociedad Latina Inc | |||||||
| 1530 Tremont Street | Boston | MA | 02120 | N/A | PC | General support | $30,000 |
| Solidaire | |||||||
| 1423 Broadway 314 | Oakland | CA | 94612 | N/A | PC | General support | $50,000 |
| The Center for Teen Empowerment Inc | |||||||
| 384 Warren St | Boston | MA | 02118 | N/A | PC | Grant for general support | $45,000 |
| The Center for the Study of Public Policy | |||||||
| 384 Warren St | Boston | MA | 02118 | N/A | PC | Boston Jobs Coalition Project | $40,000 |
| The City School Inc | |||||||
| 614 Columbus Avenue | Boston | MA | 02118 | N/A | PC | General support | $115,000 |
| The Lenny Zakim Fund Inc | |||||||
| 33 Arch Street 26th Floor | Boston | MA | 02110 | N/A | PC | General support | $50,000 |
| Third Sector New England Inc | |||||||
| 89 South St Ste 700 | Boston | MA | 02111 | N/A | PC | Center for Support Immigrant Organizing, DS4SI, Voter Table Project, and general support | $240,000 |
| Tides Center FOR EPIP | |||||||
| 1012 Torney Avenue | San Francisco | CA | 941291755 | N/A | PC | TIDES/EPIP 0669 NEW YORK NY | $150 |
| United Negro College Fund Inc | |||||||
| 1805 7th Street NW | Washington | DC | 20001 | N/A | PC | General support | $28,050 |
| Urban Revival Inc | |||||||
| 284 Amory Street | Jamaica Plain | MA | 02130 | N/A | PC | Homes For All Massachusetts and general support | $265,500 |
| Utec Inc | |||||||
| 35 Warren St | LOWELL | MA | 01852 | N/A | PC | Teens Leading the Way | $60,000 |
| Vietnamese American Initiative for Development | |||||||
| 42 Charles Street | Dorchester | MA | 02122 | N/A | PC | Nail Salon Project | $35,000 |
| Youth Policy Institute of Iowa | |||||||
| 6200 Aurora Avenue | Urbandale | IA | 50322 | N/A | PC | Youth Transitions Funders Group and general support | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,982,940 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Interest from PRI/MRIs | Desc |
| Related Or Exempt Function Incm | $53,808 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $770 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,193,254 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $17,589 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,247,164 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Alternative investment dividends | 14 | $527,552 | ||
| Partnership income | 14 | $1,526,190 | 525990 | -$218,998 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$201,409 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,494,930 | ExclusionAmt |
| Related Or Exempt Function Incm | $53,808 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,347,329 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a | LineNumberTxt |
| Relationship Statement | Interest earned from loans to low-income housing development projects and other program related investments which further the Foundation's mission of increasing economic, racial and social justice and power within low-income communities in Boston and Chelsea, Massachusetts. | RelationshipStatementTxt |
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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Tax compliance | $13,000 | $5,000 | $6,500 |
| Accounting services | $32,144 | $20,894 | $11,701 |
| Audit services | $54,080 | $35,152 | $15,106 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Home Funders Collaborative LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 Arlington St | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2003-06-26 | GrantDt |
| Grant | $3,007,500 | GrantAmt |
| Purpose Of Grant | The purpose of this program related investment is to make predevelopment and permanent financing loans to qualifying low-income housing developments.Detail of the dates and PRI amounts in the totals above:Date Amount06/26/2003 $ 7,50010/31/2004 $ 135,00012/31/2004 $ 525,00010/31/2005 $ 162,50003/31/2006 $ 450,00005/31/2006 $ 120,00002/28/2007 $ 225,00003/31/2007 $ 202,50006/30/2007 $ 240,00010/29/2008 $ 540,00001/08/2009 $ 400,000 | PurposeOfGrantTxt |
| Any Diversion By Grantee | To the knowledge of the Foundaton, the funds from the investment have been u | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | Latest reports received: 04/25/17, 10/09/18, 07/11/19, 05/14/20, 04/29/21, a | DatesOfReportsByGranteeTxt |
| Results Of Verification | Home Funders has submitted complete reports since December of 2003 of the type ordinarily required by commercial investors under similar circumstances, including annual audited financial statements. This investment remained on the Foundations books as of 12/31/21. | ResultsOfVerificationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | From Sch K-1 (Form 1065) | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $17,589 | GrossSalesPriceAmt |
| Basis Method | Cost | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $17,589 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 480 3M Co | $85,262 | $85,262 |
| 215 Adobe Inc | $121,918 | $121,918 |
| 325 Advance Auto Parts Inc | $77,961 | $77,961 |
| 515 Agilent Technologies Inc | $82,220 | $82,220 |
| 110 Alphabet Inc Cl C | $318,295 | $318,295 |
| 365 American Water Works Co Inc | $68,934 | $68,934 |
| 230 Ameriprise Financial, Inc. | $69,382 | $69,382 |
| 325 Analog Devices Inc | $57,125 | $57,125 |
| 240 Aon PLC Shs Cl A | $72,134 | $72,134 |
| 2,200 Apple Inc | $390,654 | $390,654 |
| 615 Applied Materials Inc | $96,776 | $96,776 |
| 375 Aptar Group Inc | $45,930 | $45,930 |
| 48,471 Ariel Fund Inst Class | $4,051,696 | $4,051,696 |
| 211 Biogen Inc | $50,623 | $50,623 |
| 28 Booking Holdings Inc | $67,178 | $67,178 |
| 112,868 Brown Capital Management International Small Company Fund Inst | $3,145,635 | $3,145,635 |
| 1,550 Carrier Global Corporation | $84,072 | $84,072 |
| 845 Cerner Corporation | $78,475 | $78,475 |
| 1,275 Ciena Corp | $98,137 | $98,137 |
| 1,880 Citigroup Inc | $113,533 | $113,533 |
| 235 CME Group Inc | $53,688 | $53,688 |
| 690 Colgate Palmolive Co | $58,885 | $58,885 |
| 236,744 Community Impact Bond Fund Institutional Class | $2,490,550 | $2,490,550 |
| 355 Cummins Inc | $77,440 | $77,440 |
| 265 Danaher Corp | $87,188 | $87,188 |
| 257,836 DoubleLine Total Return Bond Fund Class I | $2,681,492 | $2,681,492 |
| 227 Ecolab Inc | $53,252 | $53,252 |
| 938 Emerson Electric Co | $87,206 | $87,206 |
| 955 First Solar Inc | $83,238 | $83,238 |
| 1,910 Hannon Armstrong Sustainable | $101,459 | $101,459 |
| 245 Home Depot Inc | $101,677 | $101,677 |
| 185 Intuit Inc | $118,996 | $118,996 |
| 1,210 KB Home | $54,123 | $54,123 |
| 2,925 Kimco Realty Corp | $72,101 | $72,101 |
| 193 Lauder Estee Cos Inc Cl A | $71,449 | $71,449 |
| 710 Magna Intl Inc Cl A | $57,467 | $57,467 |
| 902 McCormick & Co Inc Non-voting Shares | $87,142 | $87,142 |
| 1,135 Merck Co Inc | $86,986 | $86,986 |
| 1,120 Micron Technology Inc | $104,328 | $104,328 |
| 1,389 Microsoft Corp | $467,148 | $467,148 |
| 360 Mohawk Inds Inc | $65,585 | $65,585 |
| 1,105 Mondelez International W I | $73,273 | $73,273 |
| 1,830 Morgan Stanley | $179,633 | $179,633 |
| 194 Netflix Inc | $116,873 | $116,873 |
| 985 New York Times Co | $47,576 | $47,576 |
| 710 Novo Nordisk AS ADR | $79,520 | $79,520 |
| 465 PNC Financial Services Group Inc | $93,242 | $93,242 |
| 600 PVH Corp | $63,990 | $63,990 |
| 135 Regeneron Pharmaceuticals Inc | $85,255 | $85,255 |
| 348 Salesforce Inc | $88,437 | $88,437 |
| 2,215 Sprouts Farmers Markets Inc | $65,741 | $65,741 |
| 415 T Rowe Price Group Inc | $81,606 | $81,606 |
| 404 Target Corp | $93,502 | $93,502 |
| 430 The Walt Disney Co | $66,603 | $66,603 |
| 1,210 TJX Companies Inc | $91,863 | $91,863 |
| 288 TopBuild Corp | $79,462 | $79,462 |
| 1,526 Vanguard Balanced Index Fund Admiral Shares | $74,795 | $74,795 |
| 152,521 Vanguard Inflation-Protected Securities Fund Admiral Shares | $4,337,684 | $4,337,684 |
| 40,180 Vanguard Institutional Index Fund Institutional Shares | $16,304,843 | $16,304,843 |
| 932,100 Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | $9,274,392 | $9,274,392 |
| 916,624 Vanguard Intermediate-Term Treasury Fund Admiral Shares | $10,367,016 | $10,367,016 |
| 2,021 Verizon Communications Inc | $105,011 | $105,011 |
| 325 Vertex Pharmaceuticals Inc | $71,370 | $71,370 |
| 825 Visa Inc Cl A | $178,786 | $178,786 |
| 753 Wabtec Corporation | $69,359 | $69,359 |
| 140 Waters Corporation | $52,164 | $52,164 |
| 329,012 Wellington CTF Global Impact Portfolio | $7,692,300 | $7,692,300 |
| 1,905 Weyerhaeuser Co | $78,448 | $78,448 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (54 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 57 Stars Global Opportunity Fund 3 Blocker (Cayman), L.P. | FMV | $1,099,628 | $1,099,628 |
| AACP Tax Exempt Investors II, L.P. | FMV | $708,956 | $708,956 |
| AACP Tax-Exempt Investors III, L.P. | FMV | $576,478 | $576,478 |
| AACP Tax-Exempt Investors V, L.P. | FMV | $916,814 | $916,814 |
| Arrowstreet Capital Global | FMV | $8,417,686 | $8,417,686 |
| Asia Alternatives Delaware III, LP | FMV | $24,359 | $24,359 |
| Asia Alternatives Delaware V, LP | FMV | $80,265 | $80,265 |
| Auldbrass Partners Secondary Opportunity Fund II, L.P. | FMV | $1,686,429 | $1,686,429 |
| Auldbrass Partners Secondary Opportunity Fund III, L.P. | FMV | $112,182 | $112,182 |
| Avanath Affordable Housing IV, LLC | FMV | $501,102 | $501,102 |
| Axiom International Equity Fund II | FMV | $9,484,443 | $9,484,443 |
| Base10 Advancement Initiative I LP | FMV | $1,209,001 | $1,209,001 |
| Brightwood Capital Fund IV-U, LP | FMV | $1,811,990 | $1,811,990 |
| CA Resources Fund L.P. - Series Bain X | FMV | $170,142 | $170,142 |
| Commonfund Capital International Partners VI LP | FMV | $148,253 | $148,253 |
| Commonfund Capital Natural Resources Partners IX, L.P. | FMV | $833,084 | $833,084 |
| Commonfund Capital Natural Resources Partners VII L P | FMV | $103,677 | $103,677 |
| Commonfund Capital Venture Partners VI LP | FMV | $78,171 | $78,171 |
| Commonfund Capital Venture Partners VII L P | FMV | $190,067 | $190,067 |
| Commonfund Capital Venture Partners VIII L P | FMV | $509,886 | $509,886 |
| Dover Street IX Cayman Fund L.P. | FMV | $815,612 | $815,612 |
| Dover Street VIII Cayman Fund L.P. | FMV | $100,094 | $100,094 |
| Endowment Venture Partners V, L.P. | FMV | $27,405 | $27,405 |
| Genesis Emerging Markets, L .P. | FMV | $7,524,882 | $7,524,882 |
| Grain Communications Opportunity Fund II, L.P. | FMV | $2,271,545 | $2,271,545 |
| Iridian Private Business Value Equity Fund, LP | FMV | $7,472,057 | $7,472,057 |
| Japan Chickadee Fund Ltd. | FMV | $1,666,758 | $1,666,758 |
| Kabouter International Opportunities Fund II, LLC | FMV | $4,723,762 | $4,723,762 |
| Knighthead Offshore Fund, Ltd. | FMV | $15,951 | $15,951 |
| LCP VII (Offshore), L.P. | FMV | $283,274 | $283,274 |
| Legacy Venture V (QP), LLC | FMV | $1,477,487 | $1,477,487 |
| Legacy Venture VI (QP), LLC | FMV | $2,797,885 | $2,797,885 |
| Metropolitan Real Estate Partners Global II, L.P. | FMV | $49,387 | $49,387 |
| Metropolitan Real Estate Partners Global IV, L.P. | FMV | $135,565 | $135,565 |
| Metropolitan Real Estate Partners International II, L.P. | FMV | $44,115 | $44,115 |
| Metropolitan Real Estate Partners IV-A, L.P. | FMV | $188,399 | $188,399 |
| Park Street Capital Natural Resource Fund II, L.P. | FMV | $61,270 | $61,270 |
| Park Street Capital Natural Resource Fund III, L.P. | FMV | $450,472 | $450,472 |
| Park Street Capital Natural Resource Fund IV, L.P. | FMV | $149,711 | $149,711 |
| Park Street Capital Natural Resource Fund V, L.P. | FMV | $605,654 | $605,654 |
| Park Street Capital Private Equity Fund IX, L.P. | FMV | $518,096 | $518,096 |
| Park Street Capital Private Equity Fund VII, L.P. | FMV | $20,124 | $20,124 |
| Park Street Capital Private Equity Fund VIII, L.P. | FMV | $443,085 | $443,085 |
| Park Street Capital Private Equity Fund X, L.P. | FMV | $1,366,567 | $1,366,567 |
| Pennant Windward Fund, Ltd. | FMV | $326,432 | $326,432 |
| Preserver, L.P. | FMV | $3,631,881 | $3,631,881 |
| Siguler Guff Distressed Opportunities Fund III, LP | FMV | $177,145 | $177,145 |
| Siguler Guff Distressed Opportunities Fund IV, LP | FMV | $328,006 | $328,006 |
| SJF Ventures IV, L.P. | FMV | $1,173,819 | $1,173,819 |
| The Overlook Partners Fund, L.P. | FMV | $6,623,221 | $6,623,221 |
| The Sanderson International Value Fund | FMV | $5,701,874 | $5,701,874 |
| TrueBridge-Kauffman Fellows Endowment Fund III, L.P. | FMV | $2,701,316 | $2,701,316 |
| TrueBridge-Kauffman Fellows Endowment Fund IV, L.P. | FMV | $3,395,579 | $3,395,579 |
| Varadero International, Ltd | FMV | $3,402,621 | $3,402,621 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General governance and counsel | CategoryTxt |
| Legal Fees | $4,348 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,348 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRI - Boston Impact Initiative | $470,000 | $470,000 | $470,000 |
| PRI - Center for Economic Democaracy Inc | $100,000 | $100,000 | $100,000 |
| MRI - ETODAF LLC | $1,500,000 | $1,500,000 | $1,500,000 |
| PRI - Home Funders Collaborative LLC | $2,883,966 | $2,776,139 | $2,776,139 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Change in deferred tax liability | Desc |
| Amt | $57,611 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Partnership expenses | $940,851 | $893,434 | $0 |
| Internet | $2,449 | $98 | $2,499 |
| Computer maintenance | $2,234 | $89 | $2,386 |
| Web design & maintenance | $9,800 | $392 | $9,408 |
| Postage & delivery fees | $1,319 | $53 | $1,298 |
| Office expense | $8,356 | $334 | $9,006 |
| Telephone | $6,725 | $269 | $6,456 |
| Insurance | $4,433 | $177 | $4,256 |
| Bank fees | $340 | $14 | $326 |
| Payroll fees | $4,045 | $162 | $3,883 |
| Financial management software | $15,572 | $15,088 | $0 |
| Grant management software | $70,863 | $0 | $88,933 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Interest from PRI/MRIs | $53,808 | $53,808 | $53,808 |
| Alternative investment dividends | $527,552 | $527,552 | $527,552 |
| Partnership income | $1,307,192 | $1,519,441 | $1,307,192 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized appreciation in value of investments | Desc |
| Amt | $1,728,894 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cumulative deferred excise tax | Desc |
| BOY Book Value | $545,806 | BOYBookValueAmt |
| EOY Book Value | $603,417 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Philanthropic consulting | $29,949 | $0 | $32,919 |
| Investment and custodial fees | $918,148 | $909,146 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax | CategoryTxt |
| Amt | $172,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |