SHAPIRO FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SHAPIRO FOUNDATION (EIN 04-3541595)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-08
- IRS object ID
- 202113129349102201
- Schema version
- 2020v4.1
- 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 Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T16:56:39-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 661 HIGHLAND AVE NO 103A | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD SHAPIRO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8186102900 | PhoneNum |
| Signature | 2021-11-04 | 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 | 2021-11-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $141,613,014 | 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 | $386,379 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $386,379 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $752,718 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $743,835 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$25,260,637 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,579,681 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $151,759 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $67,190 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$23,969,781 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,197,404 | 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 | $378,333 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $302,666 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $39,000 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $31,200 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,021 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $783,851 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $783,851 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $78,419 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $17,926 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $13,770 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,993 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $214,666 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $199,892 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,551,053 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $983,743 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $351,792 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,541,344 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,541,344 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,092,397 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $983,743 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,893,136 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,062,178 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $213,661 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,964,649 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,804,608 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,804,608 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $142,803,508 | CorporateStockBOYAmt |
| Corporate Stock EOY | $134,294,566 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $132,294,566 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $104,004 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $104,004 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $104,004 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $392,675 | OtherAssetsBOYAmt |
| Other Assets EOY | $409,836 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $409,836 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $159,264,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $143,613,014 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $141,613,014 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $28,092 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,001 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $28,092 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,001 | 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 | $159,236,744 | RetainedEarningBOYAmt |
| Retained Earning EOY | $143,609,013 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $159,236,744 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $143,609,013 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $159,264,836 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $143,613,014 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $159,236,744 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,062,178 | ExcessRevenueOverExpensesAmt |
| Other Increases | $18,434,447 | OtherIncreasesAmt |
| Subtotal | $143,609,013 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $143,609,013 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 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 | $4,579,681 | $4,130,414 | $449,267 | $449,267 |
| PASSTHROUGH FROM PAR GROUP II, L.P. | P | $2,927,335 | -$2,927,335 | -$2,927,335 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,478,068 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,970 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,970 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,970 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,952 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,952 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,982 | OverpaymentAmt |
| Applied To ES Tax | $20,982 | 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 | ||||||||
| 661 HIGHLAND AVE NO 103A | NEEDHAM | MA | 02494 | TRUSTEE | 30.00 | $0 | $0 | $0 |
| BARBARA J SHAPIRO | ||||||||
| 661 HIGHLAND AVE NO 103A | NEEDHAM | MA | 02494 | 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 | ||||||||
| 661 HIGHLAND AVE NO 103A | NEEDHAM | MA | 02494 | FDTN DIRECTOR | 40.00 | $250,500 | $19,500 | $0 |
| KAYLA W ROWE | ||||||||
| 661 HIGHLAND AVE NO 103A | NEEDHAM | MA | 02494 | EXECUTIVE ASSISTANT | 40.00 | $88,833 | $19,500 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LOAN TO THE INTERNATIONAL RESCUE COMMITTEE (IRC) - THE ORGANIZATION'S MISSION IS TO HELP NEWLY ARRIVED REFUGEES AND OTHER LOW-INCOME FAMILIES CLIMB THE ECONOMIC LADDER AND HAVE ACCESS TO CONSUMER FINANCING. | Description1Txt |
| Expenses1 | $125,000 | Expenses1Amt |
| Total | $125,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $137,110,169 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,629,339 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $150,739,508 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $150,739,508 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,261,093 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $148,478,415 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,423,921 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,423,921 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,970 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $10,459 | IncomeTaxAmt |
| Total Tax | $13,429 | TotalTaxAmt |
| Distributable Before Adj | $7,410,492 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,410,492 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,410,492 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,893,136 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $125,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,018,136 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,018,136 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,410,492 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $219,549 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $146,814 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $979,468 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $590,753 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $919,343 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,855,927 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,018,136 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,410,492 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,607,644 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,463,571 | 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 | $219,549 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,244,022 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $146,814 | ExcessFromYear4Amt |
| Excess From Year3 | $979,468 | ExcessFromYear3Amt |
| Excess From Year2 | $590,753 | ExcessFromYear2Amt |
| Excess From Year1 | $919,343 | ExcessFromYear1Amt |
| Excess From Current Year | $1,607,644 | 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 (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ACS ATHENS | ||||||||
| RODNEY SQUARE 1000 NORTH KING | STREET | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $223,000 |
| AGAHOZO SHALOM YOUTH VILLAGE | ||||||||
| 620 8TH AVE 19TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | EDUCATION | $20,000 | |
| ALIMA USA | ||||||||
| ONE WHITEHALL ST 2ND FL | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $100,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVENUE FLOOR 17 | CHICAGO | IL | 01701 | NONE | PUBLIC CHARITY | RESEARCH | $100 | |
| AMERICANS FOR OXFORD -OXFORD UNIVERSITY REFUGEE STUDIES | ||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | NONE | PUBLIC CHARITY | EDUCATION | $500 | |
| BEAVER COUNTRY DAY SCHOOL | ||||||||
| 791 HAMMOND ST | CHESTNUT HILL | MA | 02467 | NONE | PUBLIC CHARITY | EDUCATION | $150,000 | |
| BECOME - ISRAEL GIVES - AMERICAN SUPPORT FOR ISRAEL | ||||||||
| PO BOX 3263 | WASHINGTON | DC | 20010 | NONE | PUBLIC CHARITY | EDUCATION | $1,400 | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||||
| 148 CHESTNUT STREET | NEEDHAM | MA | 02492 | NONE | PUBLIC CHARITY | RESEARCH | $6,500 | |
| BOSTON BULLPEN PROJECT | ||||||||
| PO BOX 920512 | NEEDHAM | MA | 02492 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $10,000 | |
| BOSTON CHILDREN'S HOSPITAL | ||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | RESEARCH | $752,500 | |
| BOSTON MEDICAL CENTER CORPORATION | ||||||||
| 1 BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | RESEARCH | $355,000 | |
| BRANDEIS UNIVERSITY JEWISH IDENTITY FUND | ||||||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | NONE | PUBLIC CHARITY | EDUCATION | $67,000 | |
| BRIDGE2RWANDA | ||||||||
| 1818 N TAYLOR ST SUITE B PMB 322 | LITTLE ROCK | AR | 72207 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $37,005 | |
| CHAPEL & YORK FOUNDATION | ||||||||
| 155 E 44TH STREET 6TH FLOOR SUITE | 34 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $10,000 |
| COHEN CAMPS | ||||||||
| 888 WORCESTER STREET SUITE 350 | WELLESLEY | MA | 02482 | NONE | PUBLIC CHARITY | EDUCATION | $185 | |
| DANA FARBER JIMMY FUND | ||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | RESEARCH | $5,500 | |
| DE NOVO CENTER FOR JUSTICE & HEALING | ||||||||
| 405 MAIN STREET | WORCESTER | MA | 01608 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $41,500 | |
| DUET | ||||||||
| 50 MILK STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | EDUCATION | $103,750 | |
| EDESIA | ||||||||
| 550 ROMANO VINEYARD WAY | NORTH KINGSTOWN | RI | 02852 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $50,000 | |
| EMORY | ||||||||
| 1599 CLIFTON ROAD | ATLANTA | GA | 30322 | NONE | PUBLIC CHARITY | EDUCATION | $7,000 | |
| FACING HISTORY AND OURSELVES | ||||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | EDUCATION | $2,500 | |
| FOCUSING PHILANTHROPY | ||||||||
| 1637 16TH STREET | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $57,017 | |
| FRANCISCAN CHILDREN'S HOSPITAL | ||||||||
| 30 WARREN ST | BRIGHTON | MA | 02135 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $20,000 | |
| FRIENDS OF THE UNIVERSITY OF OTTAWA | ||||||||
| 1725 I ST NW STE 800 | WASHINGTON | DE | 20006 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $300,000 | |
| HEALTH LAW ADVOCATES | ||||||||
| ONE FEDERAL STREET 5TH FLOOR | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $10,000 | |
| HEBREW COLLEGE | ||||||||
| 160 HERRICK RD | NEWTON CENTRE | MA | 02459 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $72 | |
| HELP REFUGEES CHOOSE LOVE | ||||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $762,000 | |
| HILLELS OF GEORGIA | ||||||||
| 735 GATEWOOD ROAD NE | ATLANTA | GA | 30322 | NONE | PUBLIC CHARITY | RELIGIOUS | $540 | |
| HORIZONS FOR HOMELESS CHILDREN | ||||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $400,515 | |
| HUMANITY RISES INC | ||||||||
| 346 CONGRESS ST UNIT 402 | BOSTON | MA | 02210 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $50,000 | |
| IMMIGRANT FAMILY SERVICES INSTITUTE | ||||||||
| 1626 BLUE HILL AVENUE | MATTAPAN | MA | 02126 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $30,000 | |
| INTEGRATED REFUGEE & IMMIGRANT SERVICES | ||||||||
| 235 NICOLL STREET 2ND FLOOR | NEW HAVEN | CT | 06511 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $26,000 | |
| INTERNATIONAL INSTITUTE OF NEW ENGLAND | ||||||||
| 2 BOYLSTON STREET 3RD FLOOR | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | EDUCATION | $3,500 | |
| INTERNATIONAL REFUGEE ASSISTANCE PROJECT | ||||||||
| ONE BATTERY PARK PLAZA 4TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | EDUCATION | $275,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $710,000 | |
| JAFCO (JEWISH ADOPTION AND FAMILY CARE OPTIONS) | ||||||||
| 4200 N UNIVERSITY DRIVE | SUNRISE | FL | 33351 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $250 | |
| JANE DOE INC | ||||||||
| 745 ATLANTIC AVENUE 8TH FLOOR | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $263 | |
| JEWISH BIG BROTHERS BIG SISTERS OF GREATER BOSTON | ||||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $100,000 | |
| JEWISH FAMILY SERVICES | ||||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | NONE | PUBLIC CHARITY | RELIGIOUS | $250 | |
| JUVENILE DIABETES RESEARCH FUNDING | ||||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 02459 | NONE | PUBLIC CHARITY | RESEARCH | $2,500 | |
| KARAM FOUNDATION | ||||||||
| 230 NORTHGATE 742 | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | EDUCATION | $386,772 | |
| KATALUMA | ||||||||
| 48 LANTERN LANE | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $5,000 | |
| MAYYIM HAYYIM LIVING WATERS | ||||||||
| 1838 WASHINGTON STREET | NEWTON | MA | 02466 | NONE | PUBLIC CHARITY | RELIGIOUS | $180 | |
| MILES4MIGRANTS | ||||||||
| 3629 LAUREL STREET | NEW ORLEANS | LA | 70115 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $200,000 | |
| NEEDHAM GOES PURPLE | ||||||||
| PO BOX 920873 | NEEDHAM | MA | 02492 | NONE | PUBLIC CHARITY | EDUCATION | $50 | |
| NEW ENGLAND INTERNATIONAL DONORS (NEID) | ||||||||
| 120 ST JAMES AVE | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| ONE VOICE LA | ||||||||
| 1228 15TH ST STE C | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,023 | |
| ONE WORLD PLAY PROJECT (ONE WORLD FUTBOL) | ||||||||
| 2560 9TH STREET 319 | BERKELEY | CA | 94710 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $322 | |
| OUKO COMMUNITY INTIATIVES | ||||||||
| 2604 LAKEFIELD CT | MARIETTA | GA | 30064 | NONE | PUBLIC CHARITY | EDUCATION | $500 | |
| PARTNERS IN HEALTH | ||||||||
| 888 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $250,000 | |
| POLITICAL ASYLUM IMMIGRATION REPRESENTATION PROJECT INC | ||||||||
| 98 NORTH WASHINGTON ST SUITE 106 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $109,000 | |
| PRINCIPE PRODUCTIONS | ||||||||
| 390 RIVERSIDE DR APT 8C | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $5,000 | |
| REFUGEE COUNCIL USA (RCUSA) | ||||||||
| 1628 16TH STREET NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $200,000 | |
| REFUGEE HOME PROJECT | ||||||||
| 134 E 40TH STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $300,000 | |
| REFUGEE INVESTMENT NETWORK | ||||||||
| 1401 K STREET NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $40,000 | |
| REFUGEPOINT | ||||||||
| 689 MASSACHUSETTS AVE 2ND FL | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $210,000 | |
| RELIEF INTERNATIONAL | ||||||||
| 1101 14TH STREET NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $1,000 | |
| RIAN IMMIGRANT CENTER | ||||||||
| ONE STATE STREET | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | EDUCATION | $40,000 | |
| SOCIAL FINANCE | ||||||||
| 10 MILK STREET SUITE 1010 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $225,000 | |
| SOLES4SOULS | ||||||||
| 319 MARTINGALE DRIVE | OLD HICKORY | TN | 37138 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $10,000 | |
| SOUTHERN NEW HAMPSHIRE UNIVERSITY | ||||||||
| 2500 N RIVER RD | HOOKSETT | NH | 03106 | NONE | PUBLIC CHARITY | EDUCATION | $235,380 | |
| SPARKSHARE | ||||||||
| 50 MILK STREET 15TH FLOOR | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $10,000 | |
| TEACH FOR AMERICA | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 | |
| TEAM IMPACT | ||||||||
| 500 VICTORY ROAD | QUINCY | MA | 02171 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $35,000 | |
| TEMPLE BETH ELOHIM | ||||||||
| 31 MT EBO ROAD NORTH | BREWSTER | NY | 10509 | NONE | PUBLIC CHARITY | RELIGIOUS | $40,120 | |
| TENACITY | ||||||||
| 38 EVERETT STEEET SUITE 50 | BOSTON | MA | 02134 | NONE | PUBLIC CHARITY | EDUCATION | $110,000 | |
| THE CHILDREN'S ROOM | ||||||||
| 1210 MASSACHUSETTS AVENUE | ARLINGTON | MA | 02476 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $5,000 | |
| THE RASHI SCHOOL | ||||||||
| 8000 GREAT MEADOW ROAD | DEDHAM | MA | 02026 | NONE | PUBLIC CHARITY | RELIGIOUS | $513,000 | |
| THE SECOND STEP | ||||||||
| PO BOX 600213 | NEWTONVILLE | MA | 02460 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| THE SHALEM FOUNDATION | ||||||||
| 845 THIRD AVENUE SIXTH FLOOR | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | RELIGIOUS | $25,000 | |
| TRUSTEES OF TUFTS COLLEGE | ||||||||
| 163 PACHARD AVENUE | MEDFORD | MA | 02155 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 | |
| UCLA FOUNDATION - ANDERSON | ||||||||
| 110 WESTWOOD PLAZA | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | EDUCATION | $55,000 | |
| UNICEF | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $500 | |
| UNIVERSITY OF PENNSYLVANIA-WHARTON | ||||||||
| 3620 LOCUST WALK | PHILADELPHIA | PA | 19104 | NONE | PUBLIC UNIVERSITY | EDUCATION | $325,000 | |
| UPWARDLY GLOBAL | ||||||||
| 582 MARKET STREET SUITE 1207 | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC UNIVERSITY | DOMESTIC NEEDS | $1,000 | |
| US HOLOCAUST MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| USA FOR IOM | ||||||||
| 1752 N STREET NW SUITE 600 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $80,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $50 | |
| YEAR UP INC | ||||||||
| 45 MILK STREET 9TH FLOOR | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | EDUCATION | $385,000 | |
| YOUTH MENTAL HEALTH PROJECT | ||||||||
| 12 SALT BOX LANE | DARIEN | CT | 06820 | NONE | PUBLIC CHARITY | EDUCATION | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,541,344 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $386,379 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | $8,883 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $743,835 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $308 | ExclusionAmt |
| Related Or Exempt Function Incm | $89,871 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$25,260,637 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH ORDINARY INCOME | Desc |
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$5,302 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $66,882 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,581 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$24,063,233 | ExclusionAmt |
| Related Or Exempt Function Incm | $89,871 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$23,969,781 | 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 FEES | CategoryTxt |
| Amt | $36,021 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PAR GROUP II, L.P. | $126,163,378 | $126,163,378 |
| POWERHOUSE CAPITAL I L.P. | $131,188 | $131,188 |
| HILL CITY OFFSHORE FUND | $3,000,000 | $3,000,000 |
| BRACEBRIDGE - BIL FUND | $5,000,000 | $3,000,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REFUGEE FILM PROJECT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $104,004 | BookValueAmt |
| EOYFMV | $104,004 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENT - MASSACHUSETTS PATHWAYS | $63,653 | $0 | $0 |
| PROGRAM RELATED INVESTMENT - SOCIAL FINANCE CT FAMILY OPIOID | $212,323 | $0 | $0 |
| PROGRAM RELATED INVESTMENT - LOAN RECEIVABLE - KIVA USER FUNDS | $100,000 | $100,000 | $100,000 |
| SOCIAL FINANCE CT FAMILY OPIOID | -$8,301 | $159,836 | $159,836 |
| PROGRAM RELATED INVESTMENT - WORKAROUND | $25,000 | $25,000 | $25,000 |
| PROGRAM RELATED INVESTMENT - CENTER FOR ECONOMIC OPPORTUNITY FUND | $0 | $125,000 | $125,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DEDUCTIONS RELATED TO PORTFOLIO INCOME -PASSTHROUGH PAR | $186,127 | $186,127 | $0 |
| DEDUCTIONS RELATED TO PORTFOLIO INCOME -PASSTHROUGH POWERHOUSE CAPITAL I LP | $1,712 | $1,712 | $0 |
| DEDUCTIONS RELATED TO PORTFOLIO INCOME -PASSTHROUGH POWERHOUSE UP FUND LP | $11,489 | $12,053 | $0 |
| OFFICE EXPENSE | $7,270 | $0 | $0 |
| MEALS | $3,207 | $0 | $0 |
| INSURANCE | $650 | $0 | $0 |
| BANK FEES | $66 | $0 | $0 |
| OUTSIDE SERVICES | $1,050 | $0 | $0 |
| UTILITIES | $2,502 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $593 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH ORDINARY INCOME - MA PATHWAYS | $308 | $308 | $308 |
| STATE TAX REFUND | $89,871 | $0 | $89,871 |
| PASSTHROUGH ORDINARY INCOME | $61,580 | $66,882 | $61,580 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED CHANGE IN VALUE OF INVESTMENTS | Desc |
| Amt | $18,434,447 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARDS PAYABLE | Desc |
| BOY Book Value | $28,092 | BOYBookValueAmt |
| EOY Book Value | $4,001 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $30,000 | $0 | $0 |
| TAXES & LICENSES | $2,020 | $0 | $0 |
| MASSACHUSETTS TAXES | $23,928 | $0 | $0 |
| PAYROLL TAXES | $22,471 | $0 | $17,926 |