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HIGHLAND STREET CONNECTION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HIGHLAND STREET CONNECTION (EIN 04-3048298)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202213189349103451
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-14T11:51:23-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043027605PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SAMET & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11330 BOYLSTON STREETAddressLine1Txt
CityCHESTNUT HILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024672111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043048298EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HIGHLAND STREET CONNECTIONBusinessNameLine1Txt
Business Name Line2AND SUBSIDIARIESBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHIGHBusinessNameControlTxt
Phone6179698900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12223 WASHINGTON STREET 104AddressLine1Txt
CityNEWTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02462ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBLAKE JORDANPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6179698900PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBLAKEPersonFirstNm
Person LastJORDANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRANDALL S SMITH CPAPreparerPersonNm
PTINP00583603PTIN
Phone6177311222PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$101,660,616FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$50,225InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$50,225InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,393,218DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,393,218DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$1GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$1GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss-$28,373NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$4,271,089NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,405,217GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,271,089CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$553,124OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$553,124OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$6,267,657TotalRevAndExpnssAmt
Total Net Invst Incm$6,267,657TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$413,979CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$413,979CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$438,367OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$48,000OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$390,367OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$78,516PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$78,516PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,000LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$211,140AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$126,684AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$84,456AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$431,091OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$431,091OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$371,090InterestRevAndExpnssAmt
Interest Net Invst Incm$19,818InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$351,272InterestDsbrsChrtblAmt
Taxes Rev And Expnss$213,619TaxesRevAndExpnssAmt
Taxes Net Invst Incm$114,751TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$47,628TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$706DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$145,239OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$145,239OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,289TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,289TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$993,123OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$529,126OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$422,127OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,300,159TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,269,470TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,936,873TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,511,005ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,511,005ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,811,164TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,269,470TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,447,878TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$543,507ExcessRevenueOverExpensesAmt
Net Investment Income$4,998,187NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$894,813CashBOYAmt
Cash EOY$595,563CashEOYAmt
Cash EOYFMV$595,563CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,080,659SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,934,381SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,934,382SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$25,281PrepaidExpensesBOYAmt
Prepaid Expenses EOY$25,281PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$25,281PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$7,812,263CorporateStockBOYAmt
Corporate Stock EOY$9,092,167CorporateStockEOYAmt
Corporate Stock EOYFMV$15,715,207CorporateStockEOYFMVAmt
Mortgage Loans BOY$5,000,000MortgageLoansBOYAmt
Mortgage Loans EOY$4,467,532MortgageLoansEOYAmt
Mortgage Loans EOYFMV$4,467,532MortgageLoansEOYFMVAmt
Other Investments BOY$19,255,633OtherInvestmentsBOYAmt
Other Investments EOY$22,743,353OtherInvestmentsEOYAmt
Other Investments EOYFMV$26,058,425OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,016,426LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$348,285LandBldgEquipAccumDeprecAmt
Land BOY$668,847LandBOYAmt
Land EOY$668,141LandEOYAmt
Land EOYFMV$668,141LandEOYFMVAmt
Other Assets BOY$36,312,510OtherAssetsBOYAmt
Other Assets EOY$33,393,048OtherAssetsEOYAmt
Other Assets EOYFMV$49,196,085OtherAssetsEOYFMVAmt
Total Assets BOY$74,050,006TotalAssetsBOYAmt
Total Assets EOY$75,919,466TotalAssetsEOYAmt
Total Assets EOYFMV$101,660,616TotalAssetsEOYFMVAmt
Mortgages And Notes Payable BOY$10,172,000MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$12,586,000MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$3,572OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,539OtherLiabilitiesEOYAmt
Total Liabilities BOY$10,175,572TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,588,539TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$63,874,434RetainedEarningBOYAmt
Retained Earning EOY$63,330,927RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$63,874,434TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$63,330,927TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$74,050,006TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$75,919,466TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$63,874,434TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$543,507ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$63,330,927SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$63,330,927TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (63 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
ALCION REAL ESTATE PARTNERS IIP2021-12-31$360-$360-$360
ALCION REAL ESTATE PARTNERS IIIP2021-12-31$105$105$105
1607 CAPITAL PARTNERSP2021-12-31$68,676$68,676$68,676
AXION ASIA IVP2021-12-31$391,124$391,124$391,124
ADVANCED TECHNOLOGY VENTURES VIIP2021-12-31$64$64$64
BOSTON PARTNERS LARGE CAPP2021-12-31$599,153$599,153$599,153
BROAD RUN FOCUSP2021-12-31$127,997$127,997$127,997
CA RESOURCES BAIN EUROPE IIIP2021-12-31$50,025$50,025$50,025
CA RESOURCES BAIN FUND VIP2021-12-31$124,750-$124,750-$124,750
CA RESOURCES BAIN FUND XIVP2021-12-31$50,361$50,361$50,361
CENTERBRIDGE CAPITAL PARTNERSP2021-12-31$120,338$120,338$120,338
CERBERUS PARTNERS VP2021-12-31$9,263$9,263$9,263
COMMONFUND INTERNATIONAL VIP2021-12-31$161,029$161,029$161,029
COMMONFUND PRIVATE EQUITY VP2021-12-31$45,222-$45,222-$45,222
COMMONFUND VENTURE PARTNERS VIIIP2021-12-31$259,841$259,841$259,841
COMMONFUND VENTURE PARTNERS VIP2021-12-31$2,830$2,830$2,830
COMMONFUND PRIVATE EQUITY VIP2021-12-31$6,812$6,812$6,812
COMMONFUND VENTURE PARTNERS VIIP2021-12-31$170,724$170,724$170,724
COMMONFUND VENTURE PARTNERS IXP2021-12-31$252,544$252,544$252,544
COMMONFUND VENTURE PARTNERS XP2021-12-31$881,645$881,645$881,645
COMMONFUND VENTURE PARTNERS XIP2021-12-31$297,844$297,844$297,844
ENERVEST ENERGY XI-BP2021-12-31$672,495-$672,495-$672,495
ENERVEST ENERGY XIII-CP2021-12-31$332,735-$332,735-$332,735
DOUBLELINE TOTAL RETURN BONDP2021-12-31$55,555-$55,555-$55,555
DUNE REAL ESTATE IIP2021-12-31$118,630$118,630$118,630
DUNE REAL ESTATE IIIP2021-12-31$31,063$31,063$31,063
ENCAP ENERGY CAPITAL FUND VIII-BP2021-12-31$5,455-$5,455-$5,455
ENERVEST ENERGY XII-CP2021-12-31$358,909-$358,909-$358,909
FIRST RESERVE XIP2021-12-31$20,941-$20,941-$20,941
FIRST RESERVE XIIP2021-12-31$169,922-$169,922-$169,922
FIVE ELMS III BP2021-12-31$459,636$459,636$459,636
GQG PARTNERSP2021-12-31$101,546-$101,546-$101,546
GREEN COURTP2021-12-31$82,047$82,047$82,047
GREENFIELD ACQUISITION PARTNERS VP2021-12-31$24,025-$24,025-$24,025
GREENFIELD LAND PARTNERSP2021-12-31$44,169-$44,169-$44,169
IR&MP2021-12-31$35,216-$35,216-$35,216
KLINE HILL FUND LPP2021-12-31$61,642$61,642$61,642
KSL CAPITAL PARTNERSP2021-12-31$94,843$94,843$94,843
LEXINGTON CAPITAL PARTNERS VI-AP2021-12-31$91,940-$91,940-$91,940
LEXINGTON CAPITAL PARTNERS VIIP2021-12-31$74,019$74,019$74,019
LL MORTGAGE FUND LPP2021-12-31$14,188$14,188$14,188
MERCED PARTNERS IIP2021-12-31$4,587$4,587$4,587
MERCED PARTNERS IVP2021-12-31$72,076$72,076$72,076
NATURAL GAS PARTNERS IXP2021-12-31$7,333$7,333$7,333
PAG CA PARTNERS LPP2021-12-31$1,757$1,757$1,757
PATRON CAPITAL IIIP2021-12-31$2,412-$2,412-$2,412
PARTHENON IIP2021-12-31$85,003$85,003$85,003
POMONA VIIIP2021-12-31$67,391$67,391$67,391
PARK STREET CAPITAL PRIVATE EQUITY VP2021-12-31$2,201-$2,201-$2,201
PARK STREET CAPITAL PRIVATE EQUITY VIP2021-12-31$27,558-$27,558-$27,558
RESILIENCE FUND IIIP2021-12-31$3,417$3,417$3,417
SANKATY IVP2021-12-31$11,998$11,998$11,998
SANDS CAPITAL MANAGEMENTP2021-12-31$567,552$567,552$567,552
SHORENSTEIN NINE REITP2021-12-31$1,980-$1,980-$1,980
SILCHESTER INTERNATIONALP2021-12-31$404,163$404,163$404,163
SPECIAL OPPORTUNITIES IIIP2021-12-31$152,514$152,514$152,514
TAILWATERP2021-12-31$1,722-$1,722-$1,722
TIFF PARTNERS IVP2021-12-31$678-$678-$678
VANGUARD EMERGING MARKETSP2021-12-31$266,332$266,332$266,332
VANGUARD TOTAL BOND MARKETP2021-12-31$14,337-$14,337-$14,337
SUSTAINABLE VISION RIDGEP2021-12-31$242,151$242,151$242,151
WESTWOOD WGI EMERGING MARKETSP2021-12-31$82,486$82,486$82,486
WLR RECOVERY FUND VP2021-12-31$50,014$50,014$50,014
FieldValueIRS element (for citing)
Capital Gain Net Income$4,271,089CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$69,475InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$69,475SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$69,475TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$46,956EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$50,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$96,956TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$27,481OverpaymentAmt
Applied To ES Tax$27,481AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.HIGHLANDSTREET.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1HIGHLAND STREET CONNECTIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6179698900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12223 WASHINGTON STREETAddressLine1Txt
CityNEWTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02462ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOANN MCGRATH
2223 WASHINGTON STREETNEWTONMA02462TRUSTEE6.00$0$0$0
DAVID J MCGRATH III
2223 WASHINGTON STREETNEWTONMA02462TRUSTEE8.00$0$0$0
SEAN P MCGRATH
2223 WASHINGTON STREETNEWTONMA02462TRUSTEE8.00$0$0$0
BLAKE JORDAN
2223 WASHINGTON STREETNEWTONMA02462EXECUTIVE DIRECTOR40.00$413,979$18,052$0
MICHAEL KEATING
2223 WASHINGTON STREETNEWTONMA02462TRUSTEE8.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
NOREEN MCMAHON
2223 WASHINGTON STREETNEWTONMA02462SENIOR DIRECTOR OF P40.00$149,527$8,972$0
MEREDITH SCOTT
2223 WASHINGTON STREETNEWTONMA02462OPERATIONS MANAGER40.00$94,892$12,312$0
LINDA MUIR-ROBINSON
2223 WASHINGTON STREETNEWTONMA02462ACCOUNTING MANAGER40.00$86,466$11,837$0
BRIAN MCNULTY
2223 WASHINGTON STREETNEWTONMA02462ASSOC. DIR. OF GRANT40.00$82,599$11,575$0
RANDAL DIVINSKI
2223 WASHINGTON STREETNEWTONMA02462GRANT OFFICER40.00$18,019$2,316$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
CAMBRIDGE ASSOCIATES
PO BOX 412015BOSTONMA022412015INVESTMENT ADVISORS$200,000
SEA CLIFF FINANCIAL LLC
138 STANDISH ROADWATERTOWNMA02472FINANCIAL ADVISORS$128,640
SAMET & COMPANY PC
1330 BOYLSTON STREETCHESTNUT HILLMA02467ACCOUNTING / TAX$82,500
DAN SALERA
174 NEWBURYPORT TURNPIKE PMB392ROWLEYMA01969CONSULTING$72,000
CAROLYN O'BRIEN CONSULTING LLC
241 HURON AVENUECAMBRIDGEMA02138CONSULTING$55,000
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,040,038AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,535,383AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$72,102,529FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$91,677,950TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$91,677,950AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,375,169CashDeemedCharitableAmt
Net Vl Noncharitable Assets$90,302,781NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,515,139MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,515,139MinimumInvestmentReturnAmt
Tax Based On Investment Income$69,475TaxBasedOnInvestmentIncomeAmt
Total Tax$69,475TotalTaxAmt
Distributable Before Adj$4,445,664DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,445,664DistributableBeforeDedAmt
Deduction From Distributable$532,468DeductionFromDistributableAmt
Distributable As Adjusted$3,913,196DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,447,878ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,447,878QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,913,196DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$7,632,228ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,409,083ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,449,780ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$31,617,619ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,341,280ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$51,449,990TotalExcessDistributionCyovAmt
Qualifying Distributions$5,447,878QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,913,196AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,534,682RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$52,984,672TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$7,632,228ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$45,352,444ExcessDistriCyovToNextYrAmt
Excess From Year4$6,409,083ExcessFromYear4Amt
Excess From Year3$2,449,780ExcessFromYear3Amt
Excess From Year2$31,617,619ExcessFromYear2Amt
Excess From Year1$3,341,280ExcessFromYear1Amt
Excess From Current Year$1,534,682ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (220 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
2LIFE COMMUNITIES
30 WALLINGFORD ROADBRIGHTONMA021354753NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
ABOUT FRESH
69 SHIRLEY STREETBOSTONMA02119NONEPUBLIC CHARITIESFOR COMMUNITY.$2,000
ADOPT-A-STUDENT FOUNDATION
ONE DESIGN CENTER PLACEBOSTONMA02110NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$25,000
ALMA DEL MAR FOUNDATION
515 BELLEVILLE AVENUENEW BEDFORDMA02746NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$1,000
ALVERNO COLLEGE
PO BOX 343922MILWAUKEEWI532343922NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$25,000
AMERICAN FOUNDATION FOR SUICIDE PREVENTION
120 WALL STREET 29TH FLOORNEW YORKNY100054009NONEPUBLIC CHARITIESFOR HEALTHCARE.$5,000
ANNA MARIA COLLEGE
50 SUNSET LANEPAXTONMA016121106NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$40,000
APPALACHIAN MOUNTAIN CLUB
10 CITY SQUAREBOSTONMA02129NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$6,000
ARCHDIOCESE OF BOSTON
66 BROOKS DRIVEBRAINTREEMA02184NONEPUBLIC CHARITIESFOR RELIGIOUS.$100,000
ASSOCIATES OF THE BOSTON PUBLIC LIBRARY
700 BOYLSTON STREETBOSTONMA02116NONEPUBLIC CHARITIESFOR COMMUNITY.$6,000
ATLANTIC WHITE SHARK CONSERVANCY
235 ORLEANS ROADNORTH CHATHAMMA026501161NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,500
BARBARA SINATRA CHILDREN'S CENTER
39000 BOB HOPE DRIVERANCHO MIRAGECA922703235NONEPUBLIC CHARITIESFOR MEDICAL.$1,000
BEACON HILL CIRCLE FOR CHARITY
PO BOX 313 CHARLES STREET STATIONBOSTONMA021140900NONEPUBLIC CHARITIESFOR COMMUNITY.$1,000
BEACON HILL CIVIC ASSOCIATION
74 JOY STREETBOSTONMA021144055NONEPUBLIC CHARITIESFOR COMMUNITY.$500
BEACON HILL GARDEN CLUB
PO BOX 302 CHARLES STREET STATIONBOSTONMA021140900NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$1,000
BELLESINI ACADEMY
PO BOX 1021LAWRENCEMA01840NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$43,000
BENJAMIN FRANKLIN INSTITUTE OF TECHNOLOGY
41 BERKELEY STREETBOSTONMA02116NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$25,000
BERKSHIRE MUSEUM
39 SOUTH STREETPITTSFIELDMA012016108NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,500
BETHEL INSTITUTE FOR SOCIAL JUSTICE
40 WALK HILL STREETJAMAICA PLAINMA02130NONEPUBLIC CHARITIESFOR COMMUNITY.$25,000
BEYOND SOCCER LAWRENCE
280 MERRIMACK STREETLAWRENCEMA01843NONEPUBLIC CHARITIESFOR COMMUNITY.$15,000
BIGHORN GOLF CLUB CHARITIES
255 PALOWET DRIVEPALM DESERTMA92260NONEPUBLIC CHARITIESFOR COMMUNITY.$7,000
BLUE ANGELS FOUNDATION
PO BOX 1945PENSACOLAFL325911945NONEPUBLIC CHARITIESFOR COMMUNITY.$2,500
BOCH CENTER
270 TREMONT STREETBOSTONMA02116NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$1,000
BOSTON CHILDREN'S HOSPITAL TRUST
401 PARK DRIVE SUITE 602BOSTONMA02215NONEPUBLIC CHARITIESFOR HEALTHCARE.$1,000
BOSTON CHILDREN'S MUSEUM
308 CONGRESS STREETBOSTONMA02210NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$11,000
BOSTON CHINATOWN NEIGHBORHOOD CENTER
885 WASHINGTON STREETBOSTONMA021111415NONEPUBLIC CHARITIESFOR COMMUNITY.$25,000
BOSTON COLLEGE
140 COMMONWEALTH AVENUECHESTNUT HILLMA02467NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$100,000
BOSTON FOUNDATION
75 ARLINGTON STREET 10TH FLOORBOSTONMA02116NONECOMMUNITY FOUNDATIONFOR COMMUNITY.$30,000
BOSTON HARBOR NOW
15 STATE STREET SUITE 1100BOSTONMA02109NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$7,000
BOSTON MEDICAL CENTER
ONE BOSTON MEDICAL CENTER PLACEBOSTONMA02118NONEPUBLIC CHARITIESFOR HEALTHCARE.$5,000
BOSTON PUBLIC LIBRARY FUND
700 BOYLSTON STREETBOSTONMA021162813NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$88,500
BOSTON SYMPHONY ORCHESTRA
SYMPHONY HALL 301 MASSACHUSETTSBOSTONMA02115NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$15,000AVENUE
BOYS & GIRLS CLUB OF GREATER BILLERICA
19 CAMPBELL ROADBILLERICAMA01821NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$5,000
BOYS & GIRLS CLUB OF LAWRENCE
136 WATER STREETLAWRENCEMA01841NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$5,000
BOYS & GIRLS CLUBS OF BOSTON
200 HIGH STREET SUITE 3BBOSTONMA021103024NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$67,000
BOYS & GIRLS CLUBS OF COACHELLA VALLEY
42-600 COOK STREET SUITE 120PALM DESERTCA922115143NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$5,000
BREAKTIME
359 PARK STBOSTONMA02124NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$20,000
BRIDGE OVER TROUBLED WATERS
47 WEST STREETBOSTONMA02111NONEPUBLIC CHARITIESFOR EMPOWERMENT.$100,000
BRIGHTON MARINE
77 WARREN STREETBRIGHTONMA02135NONEPUBLIC CHARITIESFOR EMPOWERMENT.$25,000
BROOKS SCHOOL
1160 GREAT POND ROADNORTH ANDOVERMA01845NONESCHOOLSFOR EDUCATIONAL PROGRAMS.$1,000
BUILD HEALTH INTERNATIONAL
100 CUMMING CENTER SUITE 120BBEVERLYMA019156105NONEPUBLIC CHARITIESFOR HEALTHCARE.$5,000
BUTTONWOOD PARK ZOO
425 HAWTHORN STREETNEW BEDFORDMA027401418NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$6,500
CAMP HARBOR VIEW
200 CLARENDON STREET FL 60BOSTONMA02116NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$160,000
CAPE COD CHILDREN'S MUSEUM
577 GREAT NECK ROADSOUTH MASHPEEMA026493708NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$3,000
CAPE COD MUSEUM OF ART
PO BOX 2034DENNISMA026385034NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
CARITAS COMMUNITIES INC
25 BRAINTREE HILL PARKBRAINTREEMA02184NONEPUBLIC CHARITIESFOR EMPOWERMENT.$25,000
CATHOLIC CHARITIES
275 WEST BROADWAYBOSTONMA02127NONEPUBLIC CHARITIESFOR COMMUNITY.$21,000
CATHOLIC SCHOOLS FOUNDATION
67 BATTERYMARCH STREET 6TH FLOORBOSTONMA02110NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$75,000
CHARLESTOWN YOUTH HOCKEY ASSOCIATION
150 RUTHERFORD AVENUEBOSTONMA02129NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$2,000
CHELSEA COLLABORATIVE
318 BROADWAYCHELSEAMA021502808NONEPUBLIC CHARITIESFOR COMMUNITY.$25,000
CHILDREN'S DISCOVERY MUSEUM OF THE DESERT
71-701 GERALD FORD DRIVERANCHO MIRAGECA92270NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
CHILDREN'S MUSEUM AT HOLYOKE
444 DWIGHT STREETHOLYOKEMA010405842NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$4,000
CHILDREN'S MUSEUM OF GREATER FALL RIVER
441 NORTH MAIN STREETFALL RIVERMA027202407NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$3,000
CHP 11-99 FOUNDATION
3188 AIRWAY AVE SUITE CCOSTA MESACA92626NONEPUBLIC CHARITIESFOR COMMUNITY.$25,000
CITIZENS SCHOOL
1 BEACON STREET 15TH FLOORBOSTONMA02108NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$35,000
CLEAR PATH FOR VETERANS NEW ENGLAND
84 ANTIETAM STREETDEVENSMA01434NONEPUBLIC CHARITIESFOR EMPOWERMENT.$10,000
CLERGY HEALTH AND RETIREMENT TRUST
66 BROOKS DRIVEBRAINTREEMA021843839NONEPUBLIC CHARITIESFOR RELIGIOUS.$15,000
COLLEGE OF WILLIAM & MARY FOUNDATION
PO BOX 1693WILLIAMSBURGVA231871693NONESCHOOLSFOR EDUCATIONAL PROGRAMS.$1,000
COMMONWEALTH SHAKESPEARE COMPANY
101 ARCH STREET 8TH FLOORBOSTONMA02110NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$6,000
COMMUNITY FOUNDATION OF SOUTHEASTERN MA
128 UNION STREET 403NEW BEDFORDMA02740NONEPUBLIC CHARITIESFOR COMMUNITY.$1,000
COMMUNITY RESOURCES FOR JUSTICE
500 HARRISON AVENUE SUITE 1FBOSTONMA021182439NONEPUBLIC CHARITIESFOR COMMUNITY.$500
COMMUNITY SERVINGS
179 AMORY STREETJAMAICA PLAINMA02130NONEPUBLIC CHARITIESFOR COMMUNITY.$32,000
CONSERVATION LAW FOUNDATION
62 SUMMER STREET SUITE 1BOSTONMA021101008NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$1,000
COR UNUM MEAL CENTER
118 SOUTH BROADWAYLAWRENCEMA01843NONEPUBLIC CHARITIESFOR COMMUNITY.$5,000
CROSSROADS
119 MYRTLE STREETDUXBURYMA02332NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$55,000
DENMARK ARTS CENTER
PO BOX 813DENMARKME04022NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
DENMARK CHARITABLE FOUNDATION
DENMARK MUNICIPAL BUILDINGDENMARKME04022NONEPUBLIC CHARITIESFOR COMMUNITY.$2,000
DENMARK HISTORICAL SOCIETY
PO BOX 803DENMARKME04022NONEPUBLIC CHARITIESFOR COMMUNITY.$2,000
DENMARK PUBLIC LIBRARY
121 EAST MAIN STREET PO BOX 50DENMARKME04022NONEPUBLIC CHARITIESFOR COMMUNITY.$2,000
DIOCESE OF WORCESTER
49 ELM STREETWORCESTERMA01609NONEPUBLIC CHARITIESFOR RELIGIOUS.$1,000
DOC WAYNE YOUTH SERVICES
25 KINGSTON STREET FLOOR 4BOSTONMA02111NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$25,000
EDWARD GOREY HOUSE
8 STRAWBERRY LANEYARMOUTH PORTMA026751725NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$7,345
EDWARD M KENNEDY COMMUNITY HEALTH CENTER
650 LINCOLN STREETWORCESTERMA016052060NONEPUBLIC CHARITIESFOR HEALTHCARE.$21,000
EDWARD M KENNEDY INSTITUTE FOR THE US SENATE
210 MORRISSEY BLVDBOSTONMA021253314NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$1,000
EISENHOWER HEALTH FOUNDATION
39000 BOB HOPE DRIVERANCHO MIRAGECA922703221NONEPUBLIC CHARITIESFOR HEALTHCARE.$102,500
ELLIE FUND
200 RESERVOIR STREET SUITE 300NEEDHAMMA024941278NONEPUBLIC CHARITIESFOR HEALTHCARE.$45,000
ELLIS
58 BERKELEY STREETBOSTONMA02116NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$1,000
ENGLISH FOR NEW BOSTONIANS
105 CHAUNCY STREET 4TH FLOORBOSTONMA02111NONEPUBLIC CHARITIESFOR COMMUNITY.$50,000
EQUESTRIAN ORDER OF THE HOLY SEPULCHRE OF JERUSALEM
340 MAIN STREET SUITE 906WORCESTERMA01608NONEPUBLIC CHARITIESFOR RELIGIOUS.$600
ERIC CARLE MUSEUM OF PICTURE BOOK ART
125 WEST BAY ROADAMHERSTMA01002NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$4,000
ESSEX COUNTY COMMUNITY FOUNDATION
175 ANDOVER STREET SUITE 101DANVERSMA01923NONECOMMUNITY FOUNDATIONFOR EDUCATIONAL PROGRAMS.$20,000
EVKIDS
265 MOUNT VERNON STREETDORCHESTERMA02125NONEPUBLIC CHARITIESFOR COMMUNITY.$20,000
FALMOUTH HISTORICAL SOCIETY
PO BOX 174FALMOUTHMA02541NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
FAMILIES FIRST PARENTING PROGRAMS
9 GALEN STREET SUITE 400WATERTOWNMA02472NONEPUBLIC CHARITIESFOR COMMUNITY.$1,000
THE FAMILY PANTRY
133 QUEEN ANNE ROADHARWICHMA02645NONEPUBLIC CHARITIESFOR COMMUNITY.$20,000
FAMILY SERVICES OF THE MERRIMACK VALLEY
430 N CANAL STREETLAWRENCEMA01840NONEPUBLIC CHARITIESFOR COMMUNITY.$500
FATHER BILL'S & MAINSPRING
430 BELMONT STREETBROCKTONMA02301NONEPUBLIC CHARITIESFOR COMMUNITY.$25,000
FIRST TEE OF THE COACHELLA VALLEY
74-945 SHERYL AVENUEPALM DESERTCA92260NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$8,000
FITCHBURG ART MUSEUM
185 ELM STREETFITCHBURGMA01420NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
FOOD BANK OF WESTERN MASSACHUSETTS
PO BOX 160HATFIELDMA01038NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
FOOD IN NEED OF DISTRIBUTION
PO BOX 10080INDIOCA92202NONEPUBLIC CHARITIESFOR COMMUNITY.$5,000
FOR KIDS ONLY AFTER SCHOOL
11 BARTLETT ROADWINTHROPMA02152NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$15,000
FOUNDATION FOR METROWEST
3 ELIOT STREETNATICKMA01760NONECOMMUNITY FOUNDATIONFOR COMMUNITY.$2,500
FOURTH PRESBYTERIAN CHURCH
340 DORCHESTER STREETSOUTH BOSTONMA02127NONERELIGIOUS INSTITUTIOFOR COMMUNITY.$3,500
FRANCIS OUIMET SCHOLARSHIP FUND
300 ARNOLD PALMER BOULEVARDNORTONMA02766NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$5,000
FRIENDS OF CAPRON PARK ZOO
201 COUNTY STREETATTLEBOROMA02703NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$5,500
FRIENDS OF MIDDLESEX FELLS RESERVATION
235 W FOSTER STREETMELROSEMA021763039NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$500
FRIENDS OF PETERS PARK
PO BOX 181137BOSTONMA02118NONEPUBLIC CHARITIESFOR COMMUNITY.$500
FRIENDS OF THE BOSTON POLICE
83 SPEEN STREETNATICKMA01760NONEPUBLIC CHARITIESFOR COMMUNITY.$40,000
FRIENDS OF THE CHILDREN - BOSTON
184 DUDLEY STREET SUITE 100ROXBURYMA02119NONEPUBLIC CHARITIESFOR MENTORING.$25,000
FRIENDS OF THE MELROSE PUBLIC LIBRARY
263 WEST FOSTER STREETMELROSEMA02176NONEPUBLIC CHARITIESFOR COMMUNITY.$500
FRIENDS OF THE PARAGON CAROUSEL
PO BOX 100HULLMA020450100NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
FRIENDS OF THE WESTON PUBLIC LIBRARY
87 SCHOOL STREETWESTONMA02493NONEPUBLIC CHARITIESFOR COMMUNITY.$250
FULLER CRAFT MUSEUM
455 OAK STREETBROCKTONMA023011340NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
FUND FOR PARKS & RECREATION IN BOSTON
1010 MASSACHUSETTS AVENUEBOSTONMA02118NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$2,500
GOVERNOR'S ACADEMY
1 ELM STREETBYFIELDMA01922NONESCHOOLSFOR EDUCATIONAL PROGRAMS.$5,000
GRACE EPISCOPAL CHURCH
76 ELDREDGE STREETNEWTONMA02458NONEPUBLIC CHARITIESFOR RELIGIOUS.$2,000
GREATER BOSTON FOOD BANK
70 SOUTH BAY AVENUEBOSTONMA02118NONEPUBLIC CHARITIESFOR COMMUNITY.$27,000
GREENFIELD COUNCIL ON AGING
35 PLEASANT STREETGREENFIELDMA01301NONELOCAL GOVERNMENTS &FOR COMMUNITY.$5,000
HARWICH CONSERVATION TRUST
PO BOX 101SOUTH HARWICHMA026610101NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$1,000
HEALING ABUSE WORKING FOR CHANGE
27 CONGRESS STREET 204SALEMMA01970NONEPUBLIC CHARITIESFOR EMPOWERMENT.$1,000
HERITAGE MUSEUMS & GARDENS
67 GROVE STREETSANDWICHMA02563NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$6,000
HOMES FOR OUR TROOPS
6 MAIN STREETTAUNTONMA027802733NONEPUBLIC CHARITIESFOR COMMUNITY.$5,000
HOPE WORLDWIDE MASSACHUSETTS
214 CONCORD STREETFRAMINGHAMMA01702NONEPUBLIC CHARITIESFOR COMMUNITY.$40,000
HOSPITALITY HOMES
PO BOX 15265BOSTONMA02215NONEPUBLIC CHARITIESFOR HEALTHCARE.$10,000
HYDE SQUARE TASK FORCE
PO BOX 301871JAMAICA PLAINMA02130NONEPUBLIC CHARITIESFOR COMMUNITY.$2,500
INSTITUTE FOR NONPROFIT PRACTICE
144 GOULD STREET SUITE 205NEEDHAMMA02494NONEPUBLIC CHARITIESFOR COMMUNITY.$40,000
INSTITUTE OF CONTEMPORARY ART BOSTON
25 HARBOR SHORE DRIVEBOSTONMA02210NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$10,000
JW BRINE III FOUNDATION
PO BOX 255BURLINGTONMA01803NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$1,000
JVS BOSTON
75 FEDERAL STREETBOSTONMA02110NONEPUBLIC CHARITIESFOR COMMUNITY.$40,000
KENNEDY CENTER FOR THE PERFORMING ARTS
2700 F STREET NWWASHINGTONDC20566NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$50,000
LARZ ANDERSON AUTO MUSEUM
15 NEWTON STREETBROOKLINEMA024457406NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$3,500
LAZARUS HOUSE MINISTRIES
PO BOX 408LAWRENCEMA01842NONEPUBLIC CHARITIESFOR COMMUNITY.$7,500
LET'S GET READY
89 SOUTH STREET SUITE 401BOSTONMA02111NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$45,000
LITERATIONS
25 KINGSTON STREET FLOOR 4BOSTONMA02111NONEPUBLIC CHARITIESFOR COMMUNITY.$15,000
LIVING DESERT
47900 PORTOLA AVENUEPALM DESERTCA92260NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$1,000
LYNN MINISTRIES
2 ALLENS WAYFOXBOROUGHMA02035NONEPUBLIC CHARITIESFOR EMPOWERMENT.$1,000
MAMA'S HOUSE
PO BOX 1816PALM DESERTCA922611816NONEPUBLIC CHARITIESFOR COMMUNITY.$5,000
MARGE CRISPIN CENTER
46 LINCOLN STREETBRAINTREEMA02184NONEPUBLIC CHARITIESFOR COMMUNITY.$500
MARTHA'S VILLAGE AND KITCHEN
83791 DATE AVENUEINDIOCA922014737NONEPUBLIC CHARITIESFOR COMMUNITY.$55,000
MASS AUDOBON
208 SOUTH GREAT ROADLINCOLNMA01773NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$14,000
MASS MENTORING PARTNERSHIP
75 KNEELAND STREET 11TH FLOORBOSTONMA02111NONEPUBLIC CHARITIESFOR MENTORING.$10,000
MASSACHUSETTS DESIGN ART & TECHNOLOGY INSTITUTE
336 ACUSHNET AVENUE SUITE CNEW BEDFORDMA027406393NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$20,000
MASSACHUSETTS GOLF ASSOCIATION
300 ARNOLD PALMER BOULEVARDNORTONMA02766NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$1,000
MASSACHUSETTS HOUSING AND SHELTER ALLIANCE
PO BOX 8638BOSTONMA02114NONEPUBLIC CHARITIESFOR COMMUNITY.$25,000
MASSACHUSETTS MILITARY HEROES FUND
77 WARREN STREET BLDG 2 FL 1BRIGHTONMA02135NONEPUBLIC CHARITIESFOR COMMUNITY.$15,000
MASSACHUSETTS NONPROFIT NETWORK
2 ATLANTIC AVENUEBOSTONMA02110NONEPUBLIC CHARITIESFOR MEMBERSHIPS AND SUBS.$11,000
MCCALLUM THEATRE
73000 FRED WARING DRIVEPALM DESERTCA92260NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$30,000
MEADOWBROOK SCHOOL OF WESTON
10 FARM ROADWESTONMA024932493NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$3,000
MEDWAY COMMUNITY FARM
50 WINTHROP STREETMEDWAYMA020532327NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$1,000
MENTOR THE NATIONAL MENTORING PARTNERSHIP
201 SOUTH STREET SUITE 615BOSTONMA02111NONEPUBLIC CHARITIESFOR MENTORING.$155,000
MERRIMACK RIVER WATERSHED COUNCIL
60 ISLAND STREET 246LAWRENCEMA01840NONEPUBLIC CHARITIESFOR ENVIRONMENT.$25,000
MERRIMACK VALLEY FOOD BANK
735 BROADWAY STREETLOWELLMA01854NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
MERRIMACK VALLEY YMCA
360 MERRIMACK STREETLAWRENCEMA01843NONEPUBLIC CHARITIESFOR COMMUNITY.$10,600
MIDDLESEX SCHOOL
1400 LOWELL ROADCONCORDMA01742NONESCHOOLSFOR EDUCATIONAL PROGRAMS.$10,000
MINDFULNESS DIRECTOR INITIATIVE
460 CHESTNUT STREETWRENTHAMMA02093NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$10,000
MUSEUM OF AFRICAN AMERICAN HISTORY
31 MILK STREETBOSTONMA021095125NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
MUSEUM OF FINE ARTS
465 HUNTINGTON AVENUEBOSTONMA02115NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$5,000
MUSEUM OF SCIENCE
1 SCIENCE PARKBOSTONMA02114NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$3,000
MUSIC AND YOUTH INITIATIVE
398 COLUMBUS AVENUE PBM 307BOSTONMA021166008NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$1,000
NATIVITY PREPARATORY SCHOOL
39 LAMARTINE STREETJAMAICA PLAINMA02130NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$1,000
NATIVITY PREPARATORY SCHOOL OF NEW BEDFORD
66 SPRING STREETNEW BEDFORDMA027405957NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$32,500
NATIVITY SCHOOL OF WORCESTER
67 LINCOLN STREETWORCESTERMA016052634NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$45,700
NEW BEDFORD WHALING MUSEUM
18 JOHNNY CAKE HILLNEW BEDFORDMA027406398NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$14,000
NEW ENGLAND AQUARIUM
CENTRAL WHARFBOSTONMA021103399NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$1,000
NEW ENGLAND CENTER AND HOME FOR VETERANS
17 COURT STREETBOSTONMA02108NONEPUBLIC CHARITIESFOR COMMUNITY.$15,000
NEW ENGLAND PATRIOTS CHARITABLE FOUNDATION
1 PATRIOT PLACEFOXBOROUGHMA02035NONEFOUNDATIONS (OTHER)FOR COMMUNITY.$2,010
NORMAN ROCKWELL MUSEUM
PO BOX 308STOCKBRIDGEMA012620308NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$5,000
OUR SISTERS' SCHOOL
145 BROWNELL AVENUENEW BEDFORDMA027401654NONESCHOOLSFOR EDUCATIONAL PROGRAMS.$1,000
PALM DESERT SHERIFF SEARCH & RESCUE
73705 GERALD FORD DRPALM DESERTCA922112008NONEPUBLIC CHARITIESFOR COMMUNITY.$2,500
PALM SPRINGS INTERNATIONAL FILM SOCIETY
1700 EAST TAHQUITZ CANYON WAY SUITEPALM SPRINGSCA922627158NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$26,0003
PALM SPRINGS POLICE MEMORIAL FOUNDATION
180 NORTH LURING DRIVEPALM SPRINGSCA922626839NONEPUBLIC CHARITIESFOR COMMUNITY.$2,500
PARTNERS FOR YOUTH WITH DISABILITIES
5 MIDDLESEX AVENUE SUITE 307SOMERVILLEMA021451110NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$2,500
PEABODY ESSEX MUSEUM
161 ESSEX STREETSALEMMA01970NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$8,000
PEGASUS THERAPEUTIC RIDING
PO BOX 13508PALM DESERTCA922553588NONEPUBLIC CHARITIESFOR HEALTHCARE.$5,000
PHILANTHROPY MASSACHUSETTS
133 FEDERAL STREET SUITE 802BOSTONMA021101703NONEPUBLIC CHARITIESFOR MEMBERSHIPS AND SUBS.$10,500
PILGRIM HALL MUSEUM
75 COURT STREETPLYMOUTHMA02360NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
PINE STREET INN
444 HARRISON AVENUEBOSTONMA02118NONEPUBLIC CHARITIESFOR COMMUNITY.$5,000
PINGREE SCHOOL
537 HIGHLAND STREETSOUTH HAMILTONMA01982NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$5,000
POPE ST JOHN XXIII NATIONAL SEMINARY
558 SOUTH AVENUEWESTONMA02493NONEPUBLIC CHARITIESFOR RELIGIOUS.$1,000
PRISONERS' LEGAL SERVICES
50 FEDERAL STEETBOSTONMA021102509NONEPUBLIC CHARITIESFOR COMMUNITY.$500
PROJECT BREAD
145 BORDER STREETEAST BOSTONMA02128NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
PROJECT NEW HOPE
70 JAMES STREET SUITE 157WORCESTERMA01603NONEPUBLIC CHARITIESFOR COMMUNITY.$5,000
PROJECT PLACE
1145 WASHINGTON STREETBOSTONMA021182107NONEPUBLIC CHARITIESFOR COMMUNITY.$25,000
THE RANCH RECOVERY CENTERS INC
7885 ANNANDALE AVENUEDESERT HOT SPRINGSCA92240NONEPUBLIC CHARITIESFOR EMPOWERMENT.$5,000
RANCHO MIRAGE WRITERS FESTIVAL
71-100 CA-111RANCHO MIRAGECA92270NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$10,000
REACH BEYOND DOMESTIC VIOLENCE
PO BOX 540024WALTHAMMA024540024NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
ROSE KENNEDY GREENWAY CONSERVANCY
185 KNEELAND STREETBOSTONMA021112712NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,500
ROUND THE BEND FARM
92 ALLEN NECK ROADSOUTH DARTMOUTHMA02748NONEPUBLIC CHARITIESFOR COMMUNITY.$20,000
SACRED HEART CHURCH AND CATHOLIC SCHOOL
43-775 DEEP CANYON ROADPALM DESERTCA92260NONEPUBLIC CHARITIESFOR RELIGIOUS.$45,000
SAINT FRANCIS HOUSE
39 BOYLSTON STREETBOSTONMA021164702NONEPUBLIC CHARITIESFOR COMMUNITY.$2,500
SAINT JOSEPH CHURCH
225 SOUTH HIGH STREETBRIDGTONME04009NONEPUBLIC CHARITIESFOR RELIGIOUS.$1,500
SAINT JULIA CHURCH
374 BOSTON POST ROADWESTONMA024931581NONEPUBLIC CHARITIESFOR RELIGIOUS.$10,000
SAINT SEBASTIAN'S SCHOOL
1191 GREENDALE AVENUENEEDHAMMA024924699NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$42,500
SALK INSTITUTE FOR BIOLOGICAL STUDIES
10010 NORTH TORREY PINES ROADLA JOLLACA920371099NONEPUBLIC CHARITIESFOR MEDICAL.$100,000
SARITA AND CLAIRE WRIGHT LUCAS FOUNDATION
PO BOX 171031BOSTONMA02117NONEPUBLIC CHARITIESFOR COMMUNITY.$1,000
SCHOOL ON WHEELS OF MASSACHUSETTS
100 LAUREL STREET 121EAST BRIDGEWATERMA02333NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$15,000
SCHWARTZ CENTER
100 CAMBRIDGE STREET SUITE 2100BOSTONMA02114NONEPUBLIC CHARITIESFOR HEALTHCARE.$50,000
SILVER LINING MENTORING
727 ATLANTIC AVENUEBOSTONMA02111NONEPUBLIC CHARITIESFOR MENTORING.$7,500
SOLDIER ON FOUNDATION INC
290 MERRILL ROADPITTSFIELDMA01201NONEPUBLIC CHARITIESFOR EMPOWERMENT.$25,000
SPONTANEOUS CELEBRATIONS
45 DANFORTH STREETJAMAICA PLAINMA021301847NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$5,500
SPRINGFIELD MUSEUMS
21 EDWARDS STREETSPRINGFIELDMA01103NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$5,000
SQUASHBUSTERS
795 COLUMBUS AVENUEROXBURY CROSSINGMA021202108NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$40,000
ST AIDAN'S CHAPEL
185 SMITH NECK ROADDARTMOUTHMA02748NONEPUBLIC CHARITIESFOR RELIGIOUS.$2,500
ST JOHN'S FOOD FOR THE POOR
44 TEMPLE STREETWORCESTERMA01604NONEPUBLIC CHARITIESFOR COMMUNITY.$5,000
TECH GOES HOME
867 BOYLSTON STREET FLOOR 5BOSTONMA02116NONEPUBLIC CHARITIESFOR COMMUNITY.$25,000
TOOLS FOR TOMORROW
42-600 COOK STREET SUITE 132PALM DESERTCA92211NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$1,000
TOP NOTCH SCHOLARS
60 ISLAND STREET SUITE 200LAWRENCEMA01840NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$2,500
TRUSTEES OF RESERVATIONS
200 HIGH STREET 4TH FLOORBOSTONMA02110NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$6,000
TUFTS UNIVERSITY
PACKARDS HALLMEDFORDMA02155NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$25,000
UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY
51 SLEEPER STREETBOSTONMA022101208NONEPUBLIC CHARITIESFOR COMMUNITY.$11,000
URBAN FOOD INITIATIVE INC
420 WASHINGTON STREETDORCHESTERMA02124NONEPUBLIC CHARITIESFOR COMMUNITY.$30,000
VANDERBILT UNIVERSITY
401 KIRKLAND HALLNASHVILLETN37240NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$1,500
VETERANS INC
69 GROVE STREETWORCESTERMA016052600NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
VETERANS LEGAL SERVICES
PO BOX 8457BOSTONMA02114NONEPUBLIC CHARITIESFOR COMMUNITY.$25,000
WANDERING SCHOLAR
81 OAK AVENUE 2BELMONTMA02478NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$2,000
WELLESLEY COMMUNITY CHILDREN'S CENTER
106 CENTRAL STREETWELLESLEYMA02481NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$2,000
WENHAM MUSEUM
132 MAIN STREETWENHAMMA01984NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
WEST END HOUSE
105 ALLSTON STREETALLSTONMA02134NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$5,000
WESTON FOREST AND TRAIL ASSOCIATION
266 GLEN ROADWESTONMA02493NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$500
WESTON SCOUTS
266 GLEN ROADWESTONMA024932237NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$500
WILLIAMS COLLEGE
1000 MAIN STREETWILLIAMSTOWNMA01267NONESCHOOLSFOR EDUCATIONAL PROGRAMS.$1,000
WOMEN'S LUNCH PLACE
67 NEWBURY STREETBOSTONMA02116NONEPUBLIC CHARITIESFOR COMMUNITY.$25,000
WORCESTER ART MUSEUM
55 SALISBURY STREETWORCESTERMA016093123NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$8,000
WORCESTER COUNTY FOOD BANK
474 BOSTON TURNPIKESHREWSBURYMA01545NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
WORLD CENTRAL KITCHEN
655 NEW YORK AVE NW 6 FLWASHINGTONDC20001NONEPUBLIC CHARITIESFOR HEALTHCARE.$10,000
XAVIER COLLEGE PREPARATORY HIGH SCHOOL
34-200 COOK STREETPALM DESERTCA92211NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$25,000
YMCA OF GREATER BOSTON
18 TREMONT STREETBOSTONMA02108NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$10,000
YWCA NORTHEASTERN MASSACHUSETTS
38 LAWRENCE STREETLAWRENCEMA01840NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$30,000
ZOO NEW ENGLAND
ONE FRANKLIN PARK ROADBOSTONMA02121NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$7,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,511,005TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOSTON COLLEGE
140 COMMONWEALTH AVENUECHESTNUT HILLMA02467NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$200,000
BELLESINI ACADEMY
PO BOX 1021LAWRENCEMA01840NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$22,500
ENGLISH FOR NEW BOSTONIANS
105 CHAUNCY STREET 4TH FLOORBOSTONMA02111NONEPUBLIC CHARITIESFOR COMMUNITY.$50,000
BOSTON PUBLIC LIBRARY FUND
700 BOYLSTON STREETBOSTONMA021162813NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$100,000
KENNEDY CENTER FOR THE PERFORMING ARTS
2700 F STREET NWWASHINGTONDC20566NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$100,000
NATIVITY PREPARATORY SCHOOL OF NEW BEDFORD
66 SPRING STREETNEW BEDFORDMA027405957NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$15,000
NATIVITY SCHOOL OF WORCESTER
67 LINCOLN STREETWORCESTERMA016052634NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$512,500TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50,225ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business523000BusinessCd
Exclusion14ExclusionCd
Exclusion$1,393,218ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Business523000BusinessCd
Exclusion16ExclusionCd
Exclusion-$28,373ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Exclusion01ExclusionCd
Exclusion$553,124ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Exclusion18ExclusionCd
Exclusion$4,271,089ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$6,239,283ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,239,283TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING SERVICES AND TAX PREPARATION$82,500$49,500$33,000
CONSULTING$128,640$77,184$51,456

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (23 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
SOFTWARE2003-06-27$24,769$24,769SL5.000000000000$0$0
WEBSITE DEVELOPMENT2007-06-15$11,854$11,854200DB3.000000000000$0$0
FURNITURE2007-07-01$3,475$3,475SL7.000000000000$0$0
COMPUTER EQUIPMENT2007-07-01$12,127$12,127SL5.000000000000$0$0
EQUIPMENT2008-01-17$3,297$3,297SL5.000000000000$0$0
FURNITURE2009-01-12$790$790SL7.000000000000$0$0
FURNITURE2009-12-16$880$880SL7.000000000000$0$0
WEBSITE DEVELOPMENT2009-10-01$6,602$6,602SL3.000000000000$0$0
HP COMPUTER BUNDLE2010-07-31$21,395$21,395SL5.000000000000$0$0
CYBER GRANTS SOFTWARE2010-04-21$19,250$19,250SL5.000000000000$0$0
ENVIRONMENT @ WORK BUNDLE2010-07-31$58,273$58,273SL7.000000000000$0$0
LEASEHOLD IMPROVEMENTS2010-07-31$119,021$119,021SL5.000000000000$0$0
WEB SITE2011-03-30$1,955$1,955SL3.000000000000$0$0
LEASEHOLD IMPROVEMENTS2011-06-17$1,063$1,063SL5.000000000000$0$0
FURNITURE2011-07-15$8,909$8,909SL7.000000000000$0$0
LEASEHOLD IMPROVEMENTS2011-05-06$4,350$4,350SL5.000000000000$0$0
COMPUTER ROUTER2013-01-29$1,213$1,213SL5.000000000000$0$0
BACK UP UNIT2014-10-08$2,500$2,500SL5.000000000000$0$0
NEW COMPUTER SERVER2015-10-01$14,577$14,577SL5.000000000000$0$0
DELL COMPUTER2016-04-03$1,015$914SL5.000000000000$101$0
WEB SITE2016-02-24$28,850$28,850SL3.000000000000$0$0
COMPUTER EQUIPMENT2017-07-19$1,520$1,064SL5.000000000000$304$0
COMPUTER EQUIPMENT2019-04-23$1,506$452SL5.000000000000$301$0

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
SUBORDINATE CONSOLIDATION EXPLANATIONFORM 990-PFUNDER SECTION 1504(E), TWO OR MORE ORGANIZATIONS EXEMPT FROM TAXATION UNDER SECTION 501 - ONE OR MORE OF WHICH IS DESCRIBED IN SECTION 501(C)(2) AND THE OTHERS OF WHICH DERIVE INCOME FROM SUCH 501(C)(2) ORGANIZATIONS, SHALL BE CONSIDERED AS INCLUDIBLE CORPORATIONS FOR THE PURPOSE OF THE APPLICATION OF SUBSECTION (A) TO SUCH ORGANIZATION ALONE. AS A RESULT A 501(C)(2) MAY FILE A CONSOLIDATED INCOME TAX RETURN WITH ITS TAX-EXEMPTPARENT.THIS CONSOLIDATED RETURN CONTAINS THE TAX INFORMATION FOR:THE HIGHLAND STREET CONNECTION 04-3048298 PARENT 501(C)(3)REAL ESTATE EDUCATIONAL FACILITIES, INC. 04-3552218 SUBSIDIARY 501(C)(2)ELEPHANT HOUSE FOUNDATION, INC. 41-2031284 SUBSIDIARY 501(C)(2)
PART VI-B, LINE 1A(4)FORM 990-PF, PART VI-B, LINE 1A(4)THE TRUSTEES ARE REIMBURSED BY HIGHLAND STREET FOR EXPENSES THEY INCUR IN CARRYING OUT THE EXEMPT PURPOSE OF THE ORGANIZATION.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BOSTON PARTNERS EQUITIES$4,265,297$6,143,695
SANDS CAPITAL MANAGEMENT$2,453,231$4,950,793
SYKES DATRONICS$3,055$3,055
BROAD RUN FOCUS$2,370,584$4,617,664

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (12 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
COLLECTIBLES AND ARTWORKAT COST$38,291$38,291
LEXINGTON CAPITAL PARTNERSFMV$498,289$307,177
INVESTMENT - REITSFMV$3,591$8,459
SPECIAL OPPORTUNITIES FUND IIIFMV$32,074$73,478
PATRON CAPITAL III & IVFMV$459,378$215,368
SANKATY CREDIT OPPORTUNITIES (OFFSHORE) IVFMV$45,004$4,318
VANGUARD EMERGING MKT STOCK INDEXFMV$3,331,788$3,470,653
VANGUARD FIXED 500 INDEXFMV$8,125,679$10,790,349
DOUBLE LINE TOTAL RETURN FIXED INCOMEFMV$2,828,846$2,679,417
IR&M US BANKFMV$4,903,126$6,042,593
VANGUARD FIXED INCOMEFMV$687,078$670,027
VANGUARD S&P RATINGFMV$1,790,209$1,758,295

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (23 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
SOFTWARE$24,769$24,769$0
WEBSITE DEVELOPMENT$11,854$11,854$0
FURNITURE$3,475$3,475$0
COMPUTER EQUIPMENT$12,127$12,127$0
EQUIPMENT$3,297$3,297$0
FURNITURE$790$790$0
FURNITURE$880$880$0
WEBSITE DEVELOPMENT$6,602$6,602$0
HP COMPUTER BUNDLE$21,395$21,395$0
CYBER GRANTS SOFTWARE$19,250$19,250$0
ENVIRONMENT @ WORK BUNDLE$58,273$58,273$0
LEASEHOLD IMPROVEMENTS$119,021$119,021$0
WEB SITE$1,955$1,955$0
LEASEHOLD IMPROVEMENTS$1,063$1,063$0
FURNITURE$8,909$8,909$0
LEASEHOLD IMPROVEMENTS$4,350$4,350$0
COMPUTER ROUTER$1,213$1,213$0
BACK UP UNIT$2,500$2,500$0
NEW COMPUTER SERVER$14,577$14,577$0
DELL COMPUTER$1,015$1,015$0
WEB SITE$28,850$28,850$0
COMPUTER EQUIPMENT$1,520$1,368$152
COMPUTER EQUIPMENT$1,506$753$753

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,000LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,000DisbursementsCharitablePrpsAmt

Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch

Note Payable NotePayableGrp (2 entries)

Insider RelationshipInsiderRelationshipTxtLoan OriginalLoanOriginalAmtBalance DueBalanceDueAmtRepayment TermsRepaymentTermsTxtInterestInterestRtSecurity Provided BorrowerSecurityProvidedBorrowerTxtLoan PurposeLoanPurposeTxtLender ConsiderationLenderConsiderationDescNoteNoteDt
NATIONAL PHILANTHROPIC TRUST
DONOR ADVISED FUND OF FORMER TRUSTEE$6,258,000$2,086,0003 YEARS6.500000000000CASH AND SECURITIESNOTE IN LIEU OF DISTRIBUTION OF ILLIQUID ASSETSCASH AND SECURITIES
US BANK (LINE OF CREDIT)
NONE$6,000,000$10,500,000DEMAND1.050000000000CASH AND SECURITIES IN INVESTMENT ACCOUNTLEND TO 501(C)(3) - SEE NOTES RECEIVABLECASH AND SECURITIES2020-03

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT - PARTNERSHIPSDesc
BOY Book Value$36,312,510BOYBookValueAmt
EOY Book Value$33,393,048EOYBookValueAmt
EOYFMV$49,196,085EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (28 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$1,907$0$1,907
OFFICE SUPPLIES AND EXPENSES$5,167$0$5,167
PORTFOLIO DEDUCTIONS - K-1'S$460,890$460,890$0
TELEPHONE$6,598$0$6,598
NONDEDUCTIBLE PORTION OF DONATIONS$2,000$0$2,000
POSTAGE AND COURIER SERVICE$3,010$0$3,010
INSURANCE$20,700$0$20,700
EXPENSES RELATED TO TADPOLE PLAYGROUND & PROGRAMS$32,147$0$32,147
DUES AND SUBSCRIPTIONS$8,677$0$8,677
DONATIONS PER K-1'S$52$0$52
COMPUTER & WEB EXPENSES$30,171$0$30,171
COMMUNITY IMPACT CONSULTANTS PROGRAM$180,884$0$180,884
PHOTOCOPIER LEASE$4,723$0$4,723
SECURITY$3,056$0$3,056
PAYROLL FEES$6,252$0$6,252
HOLIDAY PROGRAM$28,924$0$28,924
59(E)(2) EXPENDITURES PER K-1'S$25,529$25,529$0
HIGHLAND HITTERS - RED SOX$2,659$0$2,659
HIGHLAND HAT TRICKS - BRUINS$11,000$0$11,000
HIGHLAND HOOPS - CELTICS$8,000$0$8,000
ROYALTY EXPENSES PER K-1'S$14,333$14,333$0
MAINTENANCE$350$0$350
HIGHLAND HEADERS - REVOLUTION$2,651$0$2,651
NONDEDUCTIBLE EXPENSES FROM K-1S$41,870$0$0
SPECIAL EVENTS$34,617$0$34,617
OUT OF THE PARK PROGRAM$23,698$0$23,698
WINTER CAMP$4,884$0$4,884
NET RENTAL LOSS PER K-1S$28,374$28,374$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ROYALTY INCOME PER K-1'S$51,866$51,866$51,866
OTHER LOSSES PER K-1'S-$345-$345-$345
CANCELLATION OF DEBT PER K-1'S$21,589$21,589$21,589
SEC 988 PER K-1'S-$3,102-$3,102-$3,102
OTHER PORTFOLIO INCOME PER K-1'S$12,774$12,774$12,774
OTHER INVESTMENT INCOME$18,597$18,597$18,597
SEC 1296 PER K-1'S$290,972$290,972$290,972
OTHER INCOME$160,773$160,773$160,773

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
CREDIT CARD PAYABLE$2,630$2,693
EMPLOYEE WITHHOLDINGS - FSA$942-$154

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$200,000$200,000$0
INVESTMENT FEES$231,091$231,091$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FED EXCISE TAX ON INVEST INCOME & UBTI$51,240$0$0
MASS FORM PC & ANNUAL REPORTS$600$600$0
FOREIGN TAX WITHHELD$66,037$66,037$0
PAYROLL TAXES$51,558$3,930$47,628
OTHER TAX PAYMENTS$44,184$44,184$0