SHAPIRO FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SHAPIRO FOUNDATION (EIN 04-3541595)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349106254
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets 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 | 2022-11-14T16:20:07-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203250475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESMOND & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23901 CALABASAS RD SUITE 1010 | AddressLine1Txt |
| City | CALABASAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91302 | 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 | 043541595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHAPIRO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAP | BusinessNameControlTxt |
| Phone | 8186102900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 339 CHESTNUT STREET UNIT 2 | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02492 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD SHAPIRO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8186102900 | PhoneNum |
| Signature | 2022-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDWARD | PersonFirstNm |
| Person Last | SHAPIRO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LENNY ESMOND CPA | PreparerPersonNm |
| PTIN | P00037472 | PTIN |
| Phone | 8186102900 | PhoneNum |
| Preparation | 2022-11-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $159,257,199 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $87,458 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $87,400 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $812,664 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $771,244 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,847,218 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,243,971 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,278,202 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$201,791 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$141,963 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,545,549 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,994,883 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $461,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $368,800 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $58,000 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $46,400 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,408 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,240 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,240 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $304,372 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $302,218 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $302,218 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $402,337 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $402,337 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,080 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20,732 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $23,610 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $21,086 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $279,341 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $233,048 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,617,234 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $940,843 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $741,390 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,577,007 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,577,007 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,194,241 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $940,843 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,318,397 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,351,308 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,054,040 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,804,608 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,708,242 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,708,242 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,000,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,000,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,624,360 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,292,845 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,292,845 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $126,454,402 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $123,540,561 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $123,910,512 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $354,004 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,807,353 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,721,240 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $143,613,014 | TotalAssetsBOYAmt |
| Total Assets EOY | $157,349,001 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $159,257,199 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,001 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,992 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,001 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,992 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $143,609,013 | RetainedEarningBOYAmt |
| Retained Earning EOY | $157,339,009 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $143,609,013 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $157,339,009 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $143,613,014 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $157,349,001 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $143,609,013 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,351,308 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,378,688 | OtherIncreasesAmt |
| Subtotal | $157,339,009 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $157,339,009 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PASSTHROUGH FROM PAR GROUP II, L.P. | P | $14,069,850 | $2,068,268 | $12,001,582 | $12,001,582 |
| PASSTHROUGH FROM PAR GROUP II, L.P. | P | $2,897,020 | -$2,897,020 | -$2,897,020 | |
| PASSTHROUGH FROM ORVIETO FUND, L.P. | P | $174,121 | $174,121 | $174,121 | |
| PASSTHROUGH FROM ORVIETO FUND, L.P. | P | $481 | -$481 | -$481 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,278,202 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $125,851 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $125,851 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $125,851 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,982 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $250,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $270,982 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,297 | EsPenaltyAmt |
| Overpayment | $142,834 | OverpaymentAmt |
| Applied To ES Tax | $142,834 | 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.THESHAPIROFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8186102900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 661 HIGHLAND AVE NO 103A | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EDWARD L SHAPIRO | ||||||||
| 339 CHESTNUT STREET UNIT 2 | NEEDHAM | MA | 02492 | TRUSTEE | 30.00 | $0 | $0 | $0 |
| BARBARA J SHAPIRO | ||||||||
| 339 CHESTNUT STREET UNIT 2 | NEEDHAM | MA | 02492 | TRUSTEE | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE L TOBIN | ||||||||
| 339 CHESTNUT STREET UNIT 2 | NEEDHAM | MA | 02492 | FDTN DIRECTOR | 40.00 | $281,500 | $19,500 | $0 |
| KAYLA W ROWE | ||||||||
| 339 CHESTNUT STREET UNIT 2 | NEEDHAM | MA | 02492 | EXECUTIVE ASSISTANT | 40.00 | $140,500 | $19,500 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MOBILIZATION CONSULTING INC | ||||||
| 4 ROCKCLIFFE WAY | OTTAWA | ONTARIO | CA | K1M 1B1 | CONSULTING | $150,000 |
| SARAH WISEMAN | ||||||
| 5503 LITTLE HARBOUR ROAD | LITTLE HARBOUR | NOVA SCOTIA | CA | B25 5C4 | CONSULTING | $53,268 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | KIVA REFUGEE INVESTMENT FUND LLC - THE ORGANIZATION'S MISSION IS TO EXPAND FINANCIAL ACCESS TO HELP UNDERSERVED COMMUNITIES THRIVE BY CROWDFUNDING LOANS, UNLOCKING CAPITAL FOR THE UNDERSERVED, IMPROVING THE QUALITY AND COST OF FINANCIAL SERVICES, AND ADDRESSING THE UNDERLYING BARRIERS TO FINANCIAL ACCESS. | Description1Txt |
| Expenses1 | $82,176 | Expenses1Amt |
| Description2 | SOCIAL FINANCE UP FUND- THE ORGANIZATION'S MISSION IS TO HELP LOW-INCOME STUDENTS SECURE GOOD JOBS IN A CHANGING ECONOMY. | Description2Txt |
| Expenses2 | $41,996 | Expenses2Amt |
| Total | $124,172 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,013,715 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,382,915 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $133,944,428 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $145,341,058 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $145,341,058 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,180,116 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $143,160,942 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,158,047 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,158,047 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $125,851 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $153,254 | IncomeTaxAmt |
| Total Tax | $279,105 | TotalTaxAmt |
| Distributable Before Adj | $6,878,942 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,878,942 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,878,942 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,318,397 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $124,172 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,442,569 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,878,942 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $146,814 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $979,468 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $590,753 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $919,343 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,607,644 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,244,022 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,442,569 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,878,942 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,563,627 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,807,649 | 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 | $146,814 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,660,835 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $979,468 | ExcessFromYear4Amt |
| Excess From Year3 | $590,753 | ExcessFromYear3Amt |
| Excess From Year2 | $919,343 | ExcessFromYear2Amt |
| Excess From Year1 | $1,607,644 | ExcessFromYear1Amt |
| Excess From Current Year | $1,563,627 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD L SHAPIRO | ContributingManagerNm |
| Contributing Manager | BARBARA J SHAPIRO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (124 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AIRBNBORG | ||||||||
| 888 BRANNAN ST | SAN FRANCISCO | CA | 94103 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $100 | |
| MT AUBURN HOSPITAL | ||||||||
| 330 MT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $250 | |
| ZUMIX | ||||||||
| 260 SUMMER STREET | EAST BOSTON | MA | 02128 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $250 | |
| ACADEMY OF THE PACIFIC RIM | ||||||||
| 1 WESTINGHOUSE PLAZA BUILDING B | HYDE PARK | MA | 02136 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $288 | |
| DRIVEN TOGETHER FOUNDATION | ||||||||
| 10 KATHERINE DRIVE | TAUNTON | MA | 02780 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $400 | |
| AMERICARES FOUNDATION | ||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $500 | |
| MOVING TRADITIONS | ||||||||
| 8380 OLD YORK ROAD SUITE 4300 | ELKINS PARK | PA | 19027 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $540 | |
| NATIONALITIES SERVICE CENTER | ||||||||
| 1216 ARCH STREET 4TH FLOOR | PHILADELPHIA | PA | 19107 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| CHURCH WORLD SERVICE SOUTH FLORIDA | ||||||||
| 1924 NW 84 AVENUE | DORAL | FL | 33126 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| CHURCH WORLD SERVICE VIRGINIA | ||||||||
| 250 EAST ELIZABETH STREET SUITE 109 | HARRISONBURG | VA | 22802 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| COLORADO HOSTING ASYLUM NETWORK | ||||||||
| 11757 W KEN CARYL AVENUE STE F BOX | LITTLETON | CO | 80127 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | 414 |
| COMMUNITY ASYLUM SEEKERS PROJECT (CASP) | ||||||||
| PO BOX 1355 | BRATTLEBORO | VT | 05302 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| COMMUNITY REFUGEE AND IMMIGRATION SERVICES (CRIS) | ||||||||
| 1925 E DUBLIN GRANVILLE ROAD | COLUMBUS | OH | 43229 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| DELLA LAMB COMMUNITY SERVICES | ||||||||
| 500 WOODLAND AVENUE | KANSAS CITY | MO | 64106 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| DORCAS INTERNATIONAL | ||||||||
| 220 ELMWOOD AVENUE | PROVIDENCE | RI | 02907 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| EAST CENTRAL ILLINOIS REFUGEE MUTUAL ASSISTANCE CENTER | ||||||||
| 201 W KENYON ROAD 4D | CHAMPAIGN | IL | 61820 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| SOLUTIONS IN HOMETOWN CONNECTIONS | ||||||||
| 4423 LEHIGH ROAD PO 458 | COLLEGE PARK | MD | 20740 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | ||||||||
| 23564 CALABASAS ROAD SUITE 201 | CALABASAS | CA | 91302 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| SALEM ALLIANCE CHURCH (SPARROW FURNITURE) | ||||||||
| 555 GAINES STREET NE | SALEM | OR | 97301 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| HEARTS AND HOMES FOR REFUGEES | ||||||||
| PO BOX 8558 | PELHAM | NY | 10803 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| REFUGEE SERVICES OF TEXAS | ||||||||
| 9241 LBJ FREEWAY SUITE 210 | DALLAS | TX | 75243 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| HIAS | ||||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| CHURCH WORLD SERVICE LANCASTER | ||||||||
| 308 EAST KING STREET PO BOX 1676 | LANCASTER | PA | 17602 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| CHURCH WORLD SERVICE JERSEY CITY | ||||||||
| 26 JOURNAL SQUARE SUITE 600 | JERSEY CITY | NJ | 07306 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| THE IMMIGRANT LEARNING CENTER | ||||||||
| 442 MAIN ST | MALDEN | MA | 02148 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| CENTER FOR TRANSFORMATIVE ACTION | ||||||||
| PO BOX 760 | ITHACA | NY | 14851 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| WORLD RELIEF SPOKANE WA | ||||||||
| 1522 N WASHINGTON STREET SUITE 200 | SPOKANE | WA | 99201 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| WORLD RELIEF SEATTLE | ||||||||
| 841 CENTRAL AVENUE N SUITE 106 | KENT | WA | 98032 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| AID FOR IMMIGRANTS IN DETENTION NORTHWEST (AIDNW) | ||||||||
| 1915 S SHERIDAN AVENUE | TACOMA | WA | 98405 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| WEAVETALES | ||||||||
| C/O ANSBACHER LAW 8818 GOODBYS | JACKSONVILLE | FL | 32217 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | EXECUTIVE DRIVE |
| USAHELLO | ||||||||
| PO BOX 15167 | PORTLAND | OR | 97293 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| AMERICAN PARKINSON DISEASE | ||||||||
| 135 PARKINSON AVENUE | STATEN ISLAND | NY | 10305 | NONE | PUBLIC CHARITY | RESEARCH | $1,000 | |
| ASYLUM WORKS | ||||||||
| 1000 S STREET NW 7 | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| CANOPY NORTHWEST ARKANSAS | ||||||||
| 2592 GREGG AVENUE SUITE 40 | FAYETTEVILLE | AR | 72703 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| CATHERINE MCAULEY CENTER | ||||||||
| 1220 FIFTH AVENUE SE | CEDAR RAPIDS | IA | 52403 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| CATHOLIC CHARITIES CAMDEN | ||||||||
| 1845 HADDON AVENUE | CAMDEN | NJ | 08103 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| CATHOLIC CHARITIES SAN DIEGO | ||||||||
| 3888 PADUCH DRIVE | SAN DIEGO | CA | 92117 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| CATHOLIC CHARITIES SPRINGFIELD MA | ||||||||
| 65 ELLIOT STREET | SPRINGFIELD | MA | 01105 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| CATHOLIC FAMILY CENTER OF ROCHESTER | ||||||||
| 87 N CLINTON AVENUE | ROCHESTER | NY | 14604 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| CATHOLIC FAMILY SERVICES BIRMINGHAM | ||||||||
| 1515 12TH AVENUE S | BIRMINGHAM | AL | 35205 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| CATHOLIC SOCIAL SERVICES OF SOUTHERN NEBRASKA | ||||||||
| 2241 O STREET | LINCOLN | NE | 68510 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| HIAS PENNSYLVANIA | ||||||||
| 600 CHESTNUT STREET SUITE 500B | PHILADELPHIA | PA | 19106 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| REFUGEE DREAM CENTER | ||||||||
| 747 BROAD STREET | PROVIDENCE | RI | 02907 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| SQUASHBUSTERS | ||||||||
| 795 COLUMBUS AVENUE | ROXBURY CROSSING | MA | 02120 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| JANNUS INC | ||||||||
| 440 GRAND AVENUE | OAKLAND | CA | 94610 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| NORCAL RESIST | ||||||||
| 2121 BROADWAY | SACRAMENTO | CA | 95818 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| LANDLINE CARES | ||||||||
| 9237 GRAND AVE SOUTH | BLOOMINGTON | MN | 55420 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $1,000 | |
| ONEOC | ||||||||
| 1901 E 4TH STREET SUITE 100 | SANTA ANA | CA | 92705 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| JOURNEY'S END REFUGEE SERVICES | ||||||||
| 2495 MAIN STREET SUITE 530 | BUFFALO | NY | 14214 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| PHILANTHROPY MASSACHUSETTS | ||||||||
| 133 FEDERAL ST 802 | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| HONEST REPORTING | ||||||||
| 165 E 56TH ST2ND FLOOR | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | RELIGIOUS | $1,000 | |
| IRC SALT LAKE CITY | ||||||||
| 221 SOUTH 400 WEST PO BOX 3988 | SALT LAKE CITY | UT | 84101 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| IRC NORCAL | ||||||||
| 440 GRAND AVENUE | OAKLAND | CA | 94610 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| IRC ELIZABETH NJ | ||||||||
| 208 COMMERCE PLACE 4TH FLOOR | ELIZABETH | NJ | 07201 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| IRC DENVER | ||||||||
| 1873 S BELLAIRE STREET 5TH FLOOR | DENVER | CO | 80222 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| REFUGE COFFEE CO | ||||||||
| 4170 E PONCE DE LEON AVE NE | CLARKSTON | GA | 30021 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| INTERNATIONAL INSTITUTE OF NEW ENGLAND | ||||||||
| 2 BOYLSTON STREET 3RD FLOOR | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 | |
| INTERNATIONAL INSTITUTE OF MINNESOTA (IIMN) | ||||||||
| 1694 COMO AVENUE | ST PAUL | MN | 55108 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| KIM'S OPEN DOOR | ||||||||
| 4000 SPRING PARK ROAD | JACKSONVILLE | FL | 32207 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| INTERFAITH WORKS OF CENTRAL NEW YORK | ||||||||
| 1010 JAMES STREET | SYRACUSE | NY | 13203 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| LUTHERAN IMMIGRATION AND REFUGEE SERVICE | ||||||||
| 700 LIGHT STREET | BALTIMORE | MD | 21230 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| LUTHERAN FAMILY SERVICES ROCKY MOUNTAINS | ||||||||
| 1600 DOWNING STREET SUITE 600 | DENVER | CO | 80218 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| INSPIRITUS | ||||||||
| 731 PEACHTREE STREET NE SUITE B | ATLANTA | GA | 30308 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| MINNESOTA COUNCIL OF CHURCHES | ||||||||
| 122 FRANKLIN AVENUE WEST SUITE 100 | MINNEAPOLIS | MN | 55404 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| INTERNATIONAL CRISIS GROUP | ||||||||
| 155 EAST 44TH STREET | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $1,000 | |
| LUTHERAN SOCIAL SERVICES OF THE NATIONAL CAPITAL AREA | ||||||||
| 8922 LITTLE RIVER TURNPIKE | FAIRFAX | VA | 22031 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| HUMAN RIGHTS FIRST | ||||||||
| 75 BROAD STREET 31ST FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| NEW AMERICAN PATHWAYS | ||||||||
| 2300 HENDERON MILL ROAD NE SUITE | ATLANTA | GA | 30345 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | 100 |
| BATES COLLEGE | ||||||||
| 2 ANDREWS RD | LEWISTON | ME | 04240 | NONE | PUBLIC CHARITY | EDUCATION | $1,050 | |
| EMMA'S TORCH | ||||||||
| 345 SMITH STREET | BROOKLYN | NY | 11231 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $2,500 | |
| UNICEF | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $2,500 | |
| FAMILIES FIRST | ||||||||
| 50 HUNT STREET | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $2,500 | |
| INTEGRATED REFUGEE & IMMIGRANT SERVICES | ||||||||
| 235 NICOLL STREET 2ND FLOOR | NEW HAVEN | CT | 06511 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $3,000 | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||||
| 148 CHESTNUT STREET | NEEDHAM | MA | 02492 | NONE | PUBLIC CHARITY | RESEARCH | $5,000 | |
| THE CHILDREN'S ROOM | ||||||||
| 1210 MASSACHUSETTS AVENUE | ARLINGTON | MA | 02476 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $5,000 | |
| NEW ENGLAND INTERNATIONAL DONORS (NEID) | ||||||||
| 120 ST JAMES AVE | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | EDUCATION | $7,500 | |
| DANA FARBER JIMMY FUND | ||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | RESEARCH | $7,609 | |
| THE NISKANEN CENTER | ||||||||
| 820 FIRST STREET NE SUITE 675 | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $10,000 | |
| MINORITY HUMANITARIAN FOUNDATION | ||||||||
| 1618 SAN MIGUEL AVENUE | SPRING VALLEY | CA | 91977 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $10,000 | |
| DE NOVO CENTER FOR JUSTICE & HEALING | ||||||||
| 405 MAIN STREET | WORCESTER | MA | 01608 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $10,000 | |
| KEEPING OUR PROMISE | ||||||||
| 888 PITTSFORD MENDON CENTER RD | PITTSFORD | NY | 14534 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $10,000 | |
| SOLES4SOULS | ||||||||
| 319 MARTINGALE DRIVE | OLD HICKORY | TN | 37138 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $10,000 | |
| BOSTON BRIDGES INITIATIVE | ||||||||
| PO BOX 293 | WESTON | MA | 02493 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $10,000 | |
| THE WAYUU TAYA FOUNDATION | ||||||||
| PO BOX 328 | MIDLAND PARK | NJ | 07432 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $15,000 | |
| FRANCISCAN CHILDREN'S HOSPITAL | ||||||||
| 30 WARREN ST | BRIGHTON | MA | 02135 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $20,000 | |
| THRIVE SCHOLARS | ||||||||
| 160 STATE STREET | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | EDUCATION | $20,000 | |
| JEWISH BIG BROTHERS BIG SISTERS OF GREATER BOSTON | ||||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $25,000 | |
| THE SHALEM FOUNDATION | ||||||||
| 845 THIRD AVENUE SIXTH FLOOR | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | RELIGIOUS | $25,000 | |
| TEACH FOR AMERICA | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 | |
| THE GOODNATION FOUNDATION | ||||||||
| 100 CROSBY STREET ROOM 303 | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $25,000 | |
| TRUSTBRIDGE FBO RESET UK | ||||||||
| 1901 ULMERTON ROAD SUITE 400 | CLEARWATER | FL | 33762 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $28,500 | |
| NATIONAL CENTER FOR CIVIC INNOVATION | ||||||||
| 121 AVENUE OF THE AMERICAS 6TH | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $30,000 | FLOOR |
| TEAM IMPACT | ||||||||
| 500 VICTORY ROAD | QUINCY | MA | 02171 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $40,000 | |
| TEMPLE BETH ELOHIM | ||||||||
| 10 BETHEL ROAD | WELLESLEY | MA | 02481 | NONE | PUBLIC CHARITY | RELIGIOUS | $44,330 | |
| CATHOLIC CHARITIES OF NORTHEAST KANSAS | ||||||||
| 9720 W 87TH STREET | OVERLAND PARK | KS | 66212 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $48,515 | |
| UCLA FOUNDATION - ANDERSON | ||||||||
| 110 WESTWOOD PLAZA | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | EDUCATION | $50,000 | |
| POLITICAL ASYLUM IMMIGRATION REPRESENTATION PROJECT INC | ||||||||
| 98 NORTH WASHINGTON ST SUITE 106 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $50,000 | |
| TENACITY | ||||||||
| 38 EVERETT STEEET SUITE 50 | BOSTON | MA | 02134 | NONE | PUBLIC CHARITY | EDUCATION | $50,000 | |
| NEW ROOTS FUND | ||||||||
| 1610 S KING STREET | SEATTLE | WA | 98144 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $50,000 | |
| BRIDGE2RWANDA | ||||||||
| 1818 N TAYLOR ST SUITE B PMB 322 | LITTLE ROCK | AR | 72207 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $50,650 | |
| HUMANITY RISES INC | ||||||||
| 346 CONGRESS ST UNIT 402 | BOSTON | MA | 02210 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $60,000 | |
| BEAVER COUNTRY DAY SCHOOL | ||||||||
| 791 HAMMOND ST | CHESTNUT HILL | MA | 02467 | NONE | PUBLIC CHARITY | EDUCATION | $61,435 | |
| REFUGEE COUNCIL USA (RCUSA) | ||||||||
| 1628 16TH STREET NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $66,000 | |
| ACS ATHENS | ||||||||
| RODNEY SQUARE 1000 NORTH KING | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $67,000 | STREET |
| WELCOME FUND | ||||||||
| 701 8TH ST NW STE 800 | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $100,000 | |
| EDESIA | ||||||||
| 550 ROMANO VINEYARD WAY | NORTH KINGSTOWN | RI | 02852 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $100,000 | |
| MILES4MIGRANTS | ||||||||
| 3629 LAUREL STREET | NEW ORLEANS | LA | 70115 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $109,500 | |
| DUET | ||||||||
| 50 MILK STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | EDUCATION | $124,500 | |
| KARAM FOUNDATION | ||||||||
| 230 NORTHGATE 742 | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | EDUCATION | $196,855 | |
| SOUTHERN NEW HAMPSHIRE UNIVERSITY | ||||||||
| 2500 N RIVER RD | HOOKSETT | NH | 03106 | NONE | PUBLIC CHARITY | EDUCATION | $212,287 | |
| SOCIAL FINANCE | ||||||||
| 10 MILK STREET SUITE 1010 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $250,000 | |
| HOME IS HERE NOLA | ||||||||
| 3500 CANAL STREET 2ND FLOOR | NEW ORLEANS | LA | 70119 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $250,000 | |
| PARTNERS IN HEALTH | ||||||||
| 888 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $250,000 | |
| FRIENDS OF THE UNIVERSITY OF OTTAWA | ||||||||
| 1725 I ST NW STE 800 | WASHINGTON | DE | 20006 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $300,000 | |
| REFUGEE HOME PROJECT | ||||||||
| 134 E 40TH STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $305,000 | |
| FOCUSING PHILANTHROPY | ||||||||
| 1637 16TH STREET | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $312,038 | |
| UNIVERSITY OF PENNSYLVANIA-WHARTON | ||||||||
| 3620 LOCUST WALK | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | EDUCATION | $325,000 | |
| BOSTON MEDICAL CENTER CORPORATION | ||||||||
| 1 BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | RESEARCH | $352,500 | |
| INTERNATIONAL REFUGEE ASSISTANCE PROJECT | ||||||||
| ONE BATTERY PARK PLAZA 4TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | EDUCATION | $382,360 | |
| HORIZONS FOR HOMELESS CHILDREN | ||||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $408,500 | |
| THE RASHI SCHOOL | ||||||||
| 8000 GREAT MEADOW ROAD | DEDHAM | MA | 02026 | NONE | PUBLIC CHARITY | RELIGIOUS | $513,050 | |
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $550,000 | |
| HELP REFUGEES CHOOSE LOVE | ||||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $672,000 | |
| BOSTON CHILDREN'S HOSPITAL | ||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | RESEARCH | $852,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,577,007 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $58 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,400 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $41,420 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $771,244 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,569,016 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,278,202 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PASSTHROUGH ORDINARY INCOME - PAR GR II LP | 900001 | -$38,156 | 01 | -$112,235 |
| PASSTHROUGH ORDINARY INCOME -ORVIETO FUND, L.P | 900001 | -$15,787 | 01 | $0 |
| PASSTHROUGH ORDINARY INCOME - POWERHOUSE CAPITAL I LP | 900001 | -$5,885 | 01 | -$18,037 |
| PASSTHROUGH ORDINARY INCOME - UP FUND, L.P. | 900001 | $0 | 01 | -$11,222 |
| PASSTHROUGH ORDINARY INCOME - ORVIETO FUND, L.P. | 900001 | $0 | 01 | -$34 |
| PASSTHROUGH ORDINARY INCOME - KIVA REFUGEE INVESTMENT FUND LLC | 900001 | $0 | 01 | -$435 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,550,666 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,994,883 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,545,549 | 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 | 3 | LineNumberTxt |
| Relationship Statement | NONE | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $32,408 | Amt |
| Net Investment Income | $3,240 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,240 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY CORPORATE BOND | BondNm |
| EOY Book Value | $7,292,845 | EOYBookValueAmt |
| EOYFMV | $7,292,845 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BRACEBRIDGE - BIL FUND | $5,000,000 | $5,470,108 |
| HILL CITY OFFSHORE FUND | $3,000,000 | $4,052,035 |
| ITHAN CREEK LP | $5,000,000 | $5,102,217 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PAR GROUP II, L.P. | FMV | $118,372,494 | $118,372,494 |
| POWERHOUSE CAPITAL I L.P. | FMV | $294,614 | $296,881 |
| BETTOR CAPITAL FUND | FMV | $776,272 | $392,769 |
| DIGITAL FUEL CAPITAL FUND I LP | FMV | $693,029 | $1,245,354 |
| GRIFFIN GAMING PARTNERS II LP | FMV | $472,255 | $485,018 |
| ORVIETO FUND I LP | FMV | $2,647,889 | $2,867,765 |
| PROGRAM RELATED INVESTMENT - SOCIAL FINANCE CT - UP FUND | FMV | $201,832 | $169,016 |
| PROGRAM RELATED INVESTMENT - KIVA REFUGEE INVESTMENT FUND LLC | FMV | $82,176 | $81,215 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REFUGEE FILM PROJECT ( LOST & FOUND FILMS LLC) | $104,004 | $104,004 | $104,004 |
| PROGRAM RELATED INVESTMENT - WORKAROUND | $25,000 | $25,000 | $25,000 |
| PROGRAM RELATED INVESTMENT - LOAN RECEIVABLE - KIVA USER FUNDS | $100,000 | $100,000 | $100,000 |
| PROGRAM RELATED INVESTMENT - CENTER FOR ECONOMIC OPPORTUNITY FUND | $125,000 | $125,000 | $125,000 |
| NINETEEN77 ENVIRONMENTAL FOCUS FUND (UBS) | $0 | $2,088,396 | $2,002,283 |
| FLYBRIDGE 2022 LP | $0 | $114,953 | $114,953 |
| ARTEMIS WAX CORP (SERIES B) | $0 | $250,000 | $250,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DEDUCTIONS RELATED TO PORTFOLIO INCOME -PASSTHROUGH PAR GROUP II | $164,944 | $164,944 | $0 |
| DEDUCTIONS RELATED TO PORTFOLIO INCOME -PASSTHROUGH BETTOR CAPITAL FUND I LP | $14,515 | $14,515 | $0 |
| DEDUCTIONS RELATED TO PORTFOLIO INCOME -PASSTHROUGH ORVIETO FUND LP | $24,924 | $24,924 | $0 |
| DEDUCTIONS RELATED TO PORTFOLIO INCOME -PASSTHROUGH GRIFFIN GAMING PARTNERS | $7,069 | $7,069 | $0 |
| DEDUCTIONS RELATED TO PORTFOLIO INCOME -PASSTHROUGH KIVA REFUGEE INVESTMENT | $2,107 | $2,107 | $0 |
| DEDUCTIONS RELATED TO PORTFOLIO INCOME -PASSTHROUGH DIGITAL FUEL CAPITAL | $19,489 | $19,489 | $0 |
| MEALS | $7,337 | $0 | $0 |
| INSURANCE | $1,181 | $0 | $0 |
| BANK FEES | $5,792 | $0 | $0 |
| OUTSIDE SERVICES | $5,000 | $0 | $0 |
| UTILITIES | $3,978 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $811 | $0 | $0 |
| OFFICE SUPPLIES | $21,435 | $0 | $0 |
| PARKING | $712 | $0 | $0 |
| POSTAGE | $47 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH ORDINARY INCOME - PAR GR II LP | -$150,391 | -$112,235 | -$150,391 |
| PASSTHROUGH ORDINARY INCOME -ORVIETO FUND, L.P | -$15,787 | $0 | -$15,787 |
| PASSTHROUGH ORDINARY INCOME - POWERHOUSE CAPITAL I LP | -$23,922 | -$18,037 | -$23,922 |
| PASSTHROUGH ORDINARY INCOME - UP FUND, L.P. | -$11,222 | -$11,222 | -$11,222 |
| PASSTHROUGH ORDINARY INCOME - ORVIETO FUND, L.P. | -$34 | -$34 | -$34 |
| PASSTHROUGH ORDINARY INCOME - KIVA REFUGEE INVESTMENT FUND LLC | -$435 | -$435 | -$435 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED CHANGE IN VALUE OF INVESTMENTS | Desc |
| Amt | $11,378,688 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARDS PAYABLE | Desc |
| BOY Book Value | $4,001 | BOYBookValueAmt |
| EOY Book Value | $9,992 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $304,372 | Amt |
| Net Investment Income | $302,218 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $302,218 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES - ORVIETO FUND LP | $215 | $0 | $0 |
| FOREIGN TAXES - PAR GROUP II LP | $491 | $0 | $0 |
| TAXES & LICENSES | $600 | $0 | $0 |
| MASSACHUSETTS TAXES | $7,859 | $0 | $0 |
| PAYROLL TAXES | $25,915 | $0 | $20,732 |