BOGER FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BOGER FAMILY FOUNDATION INC (EIN 47-5499109)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-09-06
- IRS object ID
- 202102499349100105
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-06T10:25:37-05:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042689883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475499109 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOGER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O NUTTER MCCLENNEN & FISH LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOGE | BusinessNameControlTxt |
| Phone | 6174392276 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 51400 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSHUA BOGER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6174392276 | PhoneNum |
| Signature | 2021-09-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HILLARY BURR CPA | PreparerPersonNm |
| PTIN | P00910379 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2021-09-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $56,845,716 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $14,958,695 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,018,611 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,018,611 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $112,586 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,272,003 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,956,677 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,037 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,037 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $16,091,929 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,977,325 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,949 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,949 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $261,478 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $261,478 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $595,684 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,951 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,530 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,515 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,015 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $883,641 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $288,944 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,964 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,251,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,251,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,135,241 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $288,944 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,259,564 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,956,688 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,688,381 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$2,263,041 | CashBOYAmt |
| Cash EOY | $263,000 | CashEOYAmt |
| Cash EOYFMV | $263,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,204,703 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,237 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,237 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $37,950,067 | CorporateStockBOYAmt |
| Corporate Stock EOY | $49,745,714 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $52,904,846 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,740,280 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,379,130 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,660,633 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $40,632,009 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,405,081 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,845,716 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $40,632,009 | RetainedEarningBOYAmt |
| Retained Earning EOY | $53,405,081 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,632,009 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $53,405,081 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,632,009 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $53,405,081 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,632,009 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,956,688 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,585 | OtherIncreasesAmt |
| Subtotal | $53,605,282 | SubtotalAmt |
| Other Decreases | $200,201 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $53,405,081 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| LONG TERM INVESTMENTS | P | $8,616,999 | $8,617,163 | -$164 | -$164 |
| SHORT TERM INVESTMENTS | P | $9,454,309 | $9,583,574 | -$129,265 | -$129,265 |
| VERTEX PHARMACEUTICALS INCORPO CMN | D | $10,200,695 | $114,589 | $10,086,106 | $10,086,106 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,956,677 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $975,600 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $36,561,087 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.026684 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $789,419 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,541,422 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054288 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $710,367 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,927,992 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065004 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $269,073 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,142,882 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.026528 | DistributionYr4Rt |
| Total Distribution | 0.172504 | TotalDistributionRt |
| Average Distribution | 0.043126 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $50,996,613 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,199,280 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $106,884 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,306,164 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,259,564 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $213,768 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $213,768 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $213,768 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $220,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $235,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,232 | OverpaymentAmt |
| Applied To ES Tax | $21,232 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6144392000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022100260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JOSHUA BOGER | ||||||||
| 22 LIBERTY DRIVE APT PH2-F | BOSTON | MA | 02210 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| AMY BOGER | ||||||||
| 22 LIBERTY DRIVE APT PH2-F | BOSTON | MA | 02210 | TREASURER | 2.00 | $0 | $0 | $0 |
| JOSHUA BOGER | ||||||||
| 22 LIBERTY DRIVE APT PH2-F | BOSTON | MA | 02210 | CLERK | 2.00 | $0 | $0 | $0 |
| JOSHUA BOGER | ||||||||
| 22 LIBERTY DRIVE APT PH2-F | BOSTON | MA | 02210 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| AMY BOGER | ||||||||
| 22 LIBERTY DRIVE APT PH2-F | BOSTON | MA | 02210 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | MANAGEMENT FEES | $261,478 |
| NUTTER MCCLENNEN & FISH LLP | |||||
| 155 SEAPORT BLVD WEST | BOSTON | MA | 02205 | LEGAL FEES | $6,949 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $50,744,442 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,028,769 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,773,211 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,773,211 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $776,598 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,996,613 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,549,831 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,549,831 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $213,768 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $213,768 | TotalTaxAmt |
| Distributable Before Adj | $2,336,063 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,336,063 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,336,063 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,259,564 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,259,564 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,259,564 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,336,063 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $260,544 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,259,564 | QualifyingDistributionsAmt |
| Applied To Year1 | $260,544 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,999,020 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $337,043 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSHUA BOGER | ContributingManagerNm |
| Contributing Manager | AMY BOGER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 350ORG | |||||||||||
| 20 JAY STREET SUITE 732 | BROOKLYN | NY | 11201 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | ||||
| AAAS | |||||||||||
| 1200 NEW YORK AVE | WASHINGTON | DC | 20005 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $15,000 | ||||
| ABLEGAMERS | |||||||||||
| PO BOX 508 | CHARLES TOWN | WV | 25414 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $15,000 | ||||
| ACLU FOUNDATION MA | |||||||||||
| 211 CONGRESS ST | BOSTON | MA | 02110 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $100,000 | ||||
| ACLU FOUNDATION OF WASHINGTON | |||||||||||
| 211 CONGRESS ST | BOSTON | MA | 02110 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | ||||
| AIDS ACTION COMMITTEE MA | |||||||||||
| 75 AMORY STREET | BOSTON | MA | 02119 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $20,000 | ||||
| AIDS WALK NEW YORK | |||||||||||
| 307 W 38TH ST | NEW YORK | NY | 10018 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | ||||
| THE ALLIANCE FOR BUSINESS LEADERSHIP | |||||||||||
| ONE BEACON STREET FLOOR 15 | BOSTON | MA | 02108 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $60,000 | ||||
| THE BAIL PROJECT | |||||||||||
| PO BOX 750 | VENICE | CA | 90294 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $15,000 | ||||
| BIOMEDICAL SCIENCE CAREERS PROGRAM (BSCP) | |||||||||||
| 164 LONGWOOD AVE 2ND FL | BOSTON | MA | 02115 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | ||||
| BLACK ECONOMIC COUNCIL | |||||||||||
| 4096 PIEDMONT AVE | OAKLAND | CA | 94611 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | ||||
| BOSTON ARTS ACADEMY FOUNDATION | |||||||||||
| 11 CHARLES ST | DORCHESTER | MA | 02122 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $80,000 | ||||
| BOSTON BALLET | |||||||||||
| 19 CLARENDON STREET | BOSTON | MA | 02116 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $15,000 | ||||
| BOSTON PHILHARMONIC | |||||||||||
| 236 HUNTINGTON AVE SUITE 209 | BOSTON | MA | 02115 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $2,500 | ||||
| BRCORG | |||||||||||
| 131 WEST 25TH STREET 12TH FLOOR | NEW YORK | NY | 10001 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | ||||
| BROOKLYN COMMUNITY FOUNDATION | |||||||||||
| 1000 DEAN STREET SUITE 307 | BROOKLYN | NY | 11238 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | ||||
| CAMP HARBOR VIEW | |||||||||||
| 200 CLARENDON ST 60TH FLOOR | BOSTON | MA | 02116 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | ||||
| CARTER CENTER | |||||||||||
| 453 FREEDOM PARKWAY | ATLANA | GA | 30307 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | ||||
| CELEBRITY SERIES | |||||||||||
| 20 PARK PLAZA SUITE 1032 | BOSTON | MA | 02116 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $435,000 | ||||
| CFF | |||||||||||
| 4550 MONTGOMERY AVENUE SUITE 1100N | BETHESDA | MD | 20814 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $15,000 | ||||
| CHARITY NAVIGATOR | |||||||||||
| 139 HARRISON RD SUITE 101 | GLEN ROCK | NJ | 07452 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | ||||
| CITY HARVEST | |||||||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $12,500 | ||||
| COMBINED JEWISH PHILANTHROPIES (CJP) | |||||||||||
| 126 HIGH ST | BOSTON | MA | 02110 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | ||||
| CONSERVATION LAW FOUNDATION | |||||||||||
| 62 SUMMER ST | BOSTON | MA | 02110 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | ||||
| CORAL REEF ALLIANCE | |||||||||||
| 1330 BROADWAY SUITE 1602 | OAKLAND | CA | 94612 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | ||||
| DC VOTE | |||||||||||
| 1111 14TH STREET NW SUITE 1000 DC | WASHINGTON | DC | 20005 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | VOTE | |||
| DISCOVERING JUSTICE | |||||||||||
| 1 COURTHOUSE WAY STE 3120 | BOSTON | MA | 02210 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $20,000 | ||||
| DOMESTIC VIOLENCE SERVICES NETWORK | |||||||||||
| PO BOX 536 | CONCORD | MA | 01742 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | ||||
| EARTH ISLAND INSTITUTE | |||||||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94704 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | ||||
| EARTHJUSTICE | |||||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $15,000 | ||||
| ELECTRONIC FRONTIER FOUNDATION | |||||||||||
| 815 EDDY ST | SAN FRANCISCO | CA | 94109 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $15,000 | ||||
| FATHERS' UPLIFT | |||||||||||
| 12 SOUTHERN AVE | DORCHESTER | MA | 02124 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $25,000 | ||||
| FENWAY HEALTH | |||||||||||
| 1340 BOYLSTON ST | BOSTON | MA | 02215 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | ||||
| FREEDOM FROM RELIGION FOUNDATION | |||||||||||
| PO BOX 750 | MADISON | WI | 53701 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $15,000 | ||||
| FUNDERBERG SCHOLARS | |||||||||||
| 10 PUTNAM ST | ROXBURY | MA | 02119 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $20,000 | ||||
| GATEWAYS ACCESS TO JEWISH EDUCATION | |||||||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | ||||
| GMHC | |||||||||||
| 446 W 33RD ST | NEW YORK | NY | 10001 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $35,000 | ||||
| GOVERNMENT ACCOUNTABILITY PROJECT | |||||||||||
| 1612 K STREET NW SUITE 1100 | WASHINGTON | DC | 20006 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $20,000 | ||||
| GRAND CENTRAL ATELIER | |||||||||||
| 46-06 11TH ST | LONG ISLAND CITY | NY | 11101 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $30,000 | ||||
| GREATER BOSTON FOOD BANK | |||||||||||
| 70 SOUTH BAY AVE | BOSTON | MA | 02118 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $35,000 | ||||
| GROWNYC | |||||||||||
| PO BOX 2327 | NEW YORK | NY | 10272 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | ||||
| HABITAT FOR HUMANITY | |||||||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $2,500 | ||||
| HARVARD (HMS BOF) | |||||||||||
| 25 SHATTUCK ST | BOSTON | MA | 02115 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $25,000 | ||||
| HASTINGS CENTER FOR BIOETHICS | |||||||||||
| 21 MALCOLM GORDON RD | GARRISON | NY | 10524 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $100,000 | ||||
| HEART TO HEART INTERNATIONAL | |||||||||||
| 2029 S ELMS RD STE A121 | SWARTZ CREEK | MI | 48473 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | ||||
| J STREET FOUNDATION | |||||||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $50,000 | ||||
| JALSA | |||||||||||
| 18 TREMONT ST 320 | BOSTON | MA | 02108 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | ||||
| JAN DOE | |||||||||||
| 745 ATLANTIC AVENUE 8TH FLOOR SUITE | BOSTON | MA | 02111 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $2,500 | 800 | |||
| KNIGHT FIRST AMENDMENT INSTITUTE | |||||||||||
| COLUMBIA UNIV 615 W 131 ST MC 8741 | NEW YORK | NY | 10027 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | ||||
| LIFE SCIENCE CARES | |||||||||||
| PO BOX 425486 | CAMBRIDGE | MA | 02142 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $8,100 | ||||
| LONGY SCHOOL OF MUSIC | |||||||||||
| 27 GARDEN STREET | CAMBRIDGE | MA | 02138 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $50,000 | ||||
| MASSBIOED FOUNDATION | |||||||||||
| 333 BOSTON PROVIDENCE TPKE | NORWOOD | MA | 02062 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | ||||
| MASSCHALLENGE | |||||||||||
| 21 DRYDOCK AVE | BOSTON | MA | 02210 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $75,000 | ||||
| MASSINSIGHT EDUCATION | |||||||||||
| 69 CANAL ST 3RD FLOOR | BOSTON | MA | 02114 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $25,000 | ||||
| MASSPOETRY | |||||||||||
| 15 CHANNEL CENTER STREET SUITE 103 | BOSTON | MA | 02210 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $2,500 | ||||
| MINUTEMAN ARC FOR HUMAN SERVICES | |||||||||||
| 35 FOREST RIDGE ROAD | CONCORD | MA | 01742 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | ||||
| MISTRAL MUSIC-HOPE & HARMONY | |||||||||||
| PO BOX 5075 | ANDOVER | MA | 01810 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | ||||
| MUDFLAT POTTERY SCHOOL | |||||||||||
| 81 BROADWAY | SOMERVILLE | MA | 02145 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $6,000 | ||||
| MUSEUM OF AFRICAN AMERICAN HISTORY | |||||||||||
| 31 MILK STREET SUITE 705 | BOSTON | MA | 02109 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | ||||
| MUSEUM OF SCIENCE | |||||||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $20,000 | ||||
| THE NATURE CONSERVANCY | |||||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $2,500 | ||||
| NEW ENGLAND AQUARIUM | |||||||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | ||||
| NYPIRG | |||||||||||
| 9 MURRAY STREET LOWER LEVEL | NEW YORK | NY | 10007 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $7,500 | ||||
| OCEANA INC | |||||||||||
| 1350 CONNECTICUT AVE NW 5TH FL | WASHINGTON | DC | 20036 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | ||||
| OUR GENERATION SPEAKSBRANDEIS U | |||||||||||
| 415 SOUTH STREET MS 035 | WALTHAM | MA | 02454 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $50,000 | ||||
| OXFAM AMERICA | |||||||||||
| 226 CAUSEWAY STREET 5TH FLOOR | BOSTON | MA | 02114 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $2,500 | ||||
| PARTNERS IN HEALTH (PIH) | |||||||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02199 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $25,000 | ||||
| PINE STREET INN | |||||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $2,500 | ||||
| PLANNED PARENTHOOD FEDERATION | |||||||||||
| 114 UNIVERSITY AVENUE | ROCHESTER | NY | 14605 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | ||||
| PLANNED PARENTHOOD LEAGUE OF MA | |||||||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | ||||
| PLOUGHSHARES FUND | |||||||||||
| 315 BAY STREET SUITE 400 | SAN FRANCISCO | CA | 94133 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $5,000 | ||||
| THE POSSIBLE PROJECT | |||||||||||
| 17 SELLERS STREET | CAMBRIDGE | MA | 02139 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | ||||
| RANK THE VOTE | |||||||||||
| 80 BROAD STREET SUITE 2703 | NEW YORK | NY | 10004 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $125,000 | ||||
| RELIEF INTERNATIONAL | |||||||||||
| 1101 14TH ST NW SUITE 1100 | WASHINGTON | DC | 20005 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | ||||
| REPORTERS COMMITTEE FOR FREEDOM OF THE PRESS | |||||||||||
| 1156 15TH ST NW SUITE 1020 | WASHINGTON | DC | 20005 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | ||||
| ROSIE'S PLACE | |||||||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $2,500 | ||||
| SCIENCE HISTORY INSTITUTE | |||||||||||
| 315 CHESTNUT STREET | PHILADELPHIA | PA | 19106 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $13,000 | ||||
| SENTENCING PROJECT | |||||||||||
| 1705 DESALES STREET NW 8TH FL | WASHINGTON | DC | 20036 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $35,000 | ||||
| SHARE OUR STRENGTH - NO KID HUNGRY | |||||||||||
| 1030 15TH STREET NW SUITE 1100W | WASHINGTON | DC | 20005 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | ||||
| SHOFCO | |||||||||||
| 175 VARICK ST 5TH FL | NEW YORK | NY | 10014 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | ||||
| SOUTHERN POVERTY LAW CENTER | |||||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $7,000 | ||||
| TRUSTEES OF TUFTS COLLEGE - TISCH SCHOOL | |||||||||||
| 163 PACKARD AVE | MEDFORD | MA | 02155 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $75,000 | ||||
| UNION OF CONCERNED SCIENTISTS | |||||||||||
| TWO BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $2,500 | ||||
| VERA INSTITUTE OF JUSTICE | |||||||||||
| 34 35TH STREET SUITE 4-2A | BROOKLYN | NY | 11232 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $10,000 | ||||
| VNA CARE | |||||||||||
| 500 RUTHERFORD AVE | CHARLESTOWN | MA | 02129 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $15,000 | ||||
| VOTER CHOICE EDUCATION FUND | |||||||||||
| 14 BEACON STREET 604 | BOSTON | MA | 02108 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $50,000 | ||||
| WESLEYAN UNIVERSITY | |||||||||||
| 45 WYLLYS AVENUE | MIDDLETOWN | CT | 06459 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $100,000 | ||||
| WGBH | |||||||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $15,000 | ||||
| WORLD RESOURCES INSTITUTE | |||||||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 20002 | NOT RELATED | 501(C)(3) | GENERAL CHARITY | $20,000 | ||||
| YOUNG ACHIEVERS FOUNDATION GHANA INC | |||||||||||
| NOT RELATED | 501(C)(3) | GENERAL CHARITY | $25,000 | AYEDUASE NEW SITE LAST STOP | KUMASI- ASHANTI R | GH | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,251,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,018,611 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,037 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $112,586 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,133,234 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,133,234 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOSHUA AND AMY BOGER | |||||||
| 1 | 22 LIBERTY DRIVE APT PH2-F | BOSTON | MA | 02210 | $5,000,000 | Yes (X) | |
| JOSHUA AND AMY BOGER | |||||||
| 2 | 22 LIBERTY DRIVE APT PH2-F | BOSTON | MA | 02210 | $9,958,680 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 24000 SHS OF VERTEX PHARMACEUTICALS INCORPO TRFR | $5,161,680 | 2019-11-20 |
| 2 | 18000 SHS OF VERTEX PHARMACEUTICALS INCORPO TRFR | $4,797,000 | 2020-05-26 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $49,059,385 | $52,209,508 |
| ASSET ALLOCATION INVESTMENTS | $686,329 | $695,338 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,379,130 | BookValueAmt |
| EOYFMV | $3,660,633 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NUTTER MCCLENNEN & FISH LLP | CategoryTxt |
| Legal Fees | $6,949 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,949 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DISALLOWED LOSSES | $111,160 |
| PRIOR YEAR ACCOUNTING ADJUSTMENTS | $73,662 |
| PARTNERSHIP INCOME/LOSSES | $15,379 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MA FORM PC | $1,000 | $0 | $1,000 |
| CHINA-US INDUSTRIAL CORP PARTNERSHIP - PORTFOLIO AND MGMT FEES | $18,018 | $18,018 | $0 |
| VINTAGE VII AIV OFFSHORE - PORTFOLIO AND MGMT FEES | $497 | $497 | $0 |
| MA ANNUAL REPORT | $15 | $0 | $15 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHINA-US INDUSTRIAL COOP PARTNERSHIP | Desc |
| Revenue And Expenses Per Books | $2,037 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,037 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,037 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $16,585 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE - GOLDMAN SACHS | CategoryTxt |
| Amt | $261,478 | Amt |
| Net Investment Income | $261,478 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $8,951 | $8,951 | $0 |
| FEDERAL EXCISE TAX | $366,733 | $0 | $0 |
| FEDERAL ESTIMATED TAXES | $220,000 | $0 | $0 |