SHIPLEY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SHIPLEY FOUNDATION INC (EIN 23-7015570)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202113149349100226
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees 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 | 2021-11-10T09:37:55-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042106505 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | 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 | 237015570 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIPLEY FOUNDATION INC #0755496 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIP | BusinessNameControlTxt |
| Phone | 6174392276 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NUTTER MCCLENNEN FISH POB 51400 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIA S COSENTINO | PersonNm |
| Person Title | CLERK | PersonTitleTxt |
| Phone | 6174392276 | 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 | JULIA | PersonFirstNm |
| Person Last | COSENTINO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00567473 | PTIN |
| Phone | 6174392503 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $231,934,095 | 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 | $173,481 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,446 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,446 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,198,476 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,131,736 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,722,882 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $62,857,816 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,735,651 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $48,570 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $48,570 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,146,855 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,919,403 | 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 | $313,573 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $235,180 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $78,393 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $178,185 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $133,639 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $44,546 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $99,204 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $49,204 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $856,657 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $642,119 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $214,538 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,447,619 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,060,142 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $337,477 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,007,075 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,007,075 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,454,694 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,060,142 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,344,552 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,692,161 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,859,261 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $75,397 | CashBOYAmt |
| Cash EOY | $1,000 | CashEOYAmt |
| Cash EOYFMV | $1,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,109,104 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,706,066 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,706,066 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $114,204,971 | CorporateStockBOYAmt |
| Corporate Stock EOY | $117,459,738 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $153,716,134 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $35,720,067 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $36,940,839 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $38,518,360 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $37,951,976 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $37,992,535 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $37,992,535 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $189,061,515 | TotalAssetsBOYAmt |
| Total Assets EOY | $194,100,178 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $231,934,095 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $59,077,250 | CapitalStockBOYAmt |
| Capital Stock EOY | $59,077,250 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $129,984,265 | RetainedEarningBOYAmt |
| Retained Earning EOY | $135,022,928 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $189,061,515 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $194,100,178 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $189,061,515 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $194,100,178 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $189,061,515 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,692,161 | ExcessRevenueOverExpensesAmt |
| Other Increases | $346,502 | OtherIncreasesAmt |
| Subtotal | $194,100,178 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $194,100,178 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| SIGULER GUFF BRIC OPPORTUNITIES | P | 2020-01-15 | 2020-12-31 | $4,458 | -$4,458 | -$4,458 | |
| SIGULER GUFF BRIC OPPORTUNITIES | P | 2018-01-15 | 2020-12-31 | $213,405 | $213,405 | $213,405 | |
| SIGULER GUFF DISTRESSED OPPORTUNITIES | P | 2020-01-15 | 2020-12-31 | $9,849 | $9,849 | $9,849 | |
| SIGULER GUFF DISTRESSED OPPORTUNITIES | P | 2018-01-15 | 2020-12-31 | $17,234 | $17,234 | $17,234 | |
| WEST GULF INVESTMENTS STRATEGIES | P | 2020-01-15 | 2020-12-31 | $292 | -$292 | -$292 | |
| WEST GULF INVESTMENTS STRATEGIES | P | 2018-01-15 | 2020-12-31 | $45,937 | $45,937 | $45,937 | |
| GOLDMAN SACHS 653-2 | P | 2018-01-15 | 2020-12-31 | $30,333,646 | $9,641,466 | $9,641,466 | $39,975,112 |
| GOLDMAN SACHS 653-2 | P | 2020-01-15 | 2020-12-31 | $253,403 | -$19,064 | -$19,064 | $234,339 |
| GOLDMAN SACHS 653-2 | P | 2018-01-15 | 2020-12-31 | $66,923 | $66,923 | $66,923 | |
| GOLDMAN SACHS 649-5 | P | 2018-01-15 | 2020-12-31 | $14,022,808 | $1,298,289 | $1,298,289 | $15,321,097 |
| GOLDMAN SACHS 649-5 | P | 2020-01-15 | 2020-12-31 | $6,507,558 | $466,359 | $466,359 | $6,973,917 |
| CAPITAL GAIN DIV 0755496 | P | 2018-01-15 | 2020-12-31 | $3 | $3 | $3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,735,651 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $192,644 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $192,644 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $192,644 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $145,081 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $150,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $295,081 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $590 | EsPenaltyAmt |
| Overpayment | $101,847 | OverpaymentAmt |
| Applied To ES Tax | $101,847 | 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 | Yes (1) | 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 | 6174392000 | 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 | 022102604 | 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 (11 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD C SHIPLEY | |||||||||
| 3333 POINCIANA AVE | COCONUT GROVE | FL | 33133 | PRESIDENT | 5.00 | $0 | $0 | $0 | |
| THOMAS P JALKUT | |||||||||
| NUTTERMCCLENNEN FISHLLP PO BOX | BOSTON | MA | 02205 | TREASURER | 5.00 | $0 | $0 | $0 | 51400 |
| RICHARD C SHIPLEY | |||||||||
| 3333 POINCIANA AVE | COCONUT GROVE | FL | 33133 | DIRECTOR | 5.00 | $0 | $0 | $0 | |
| JULIA S COSENTINO | |||||||||
| NUTTERMCCLENNEN FISHLLP PO BOX | BOSTON | MA | 02205 | CLERK | 5.00 | $0 | $0 | $0 | 51400 |
| THOMAS P JALKUT | |||||||||
| NUTTERMCCLENNEN FISHLLP PO BOX | BOSTON | MA | 02205 | DIRECTOR | 5.00 | $0 | $0 | $0 | 51400 |
| JULIA S COSENTINO | |||||||||
| NUTTERMCCLENNEN FISHLLP PO BOX | BOSTON | MA | 02205 | DIRECTOR | 5.00 | $0 | $0 | $0 | 51400 |
| KAREN L SHIPLEY | |||||||||
| 1000 ISLAND BLVD 3103 | AVENTURA | FL | 33160 | DIRECTOR | 5.00 | $0 | $0 | $0 | |
| JASON R SHIPLEY | |||||||||
| 7901 HISPANOLA AVE 1512 | NORTH BAY VILLAGE | FL | 33141 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 | |
| JASON R SHIPLEY | |||||||||
| 7901 HISPANOLA AVE 1512 | NORTH BAY VILLAGE | FL | 33141 | DIRECTOR | 5.00 | $0 | $0 | $0 | |
| FEYZA ALTINDAG SHIPLEY | |||||||||
| 3333 POINCIANA AVE | COCONUT GROVE | FL | 33133 | DIRECTOR | 5.00 | $0 | $0 | $0 | |
| ELIZABETH S HUNT | |||||||||
| 220 YALE AVE | KENSINGTON | CA | 94708 | DIRECTOR | 5.00 | $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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS & CO | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | INVESTMENT EXPENSE | $794,880 |
| NUTTER MCCLENNEN & FISH LLP | |||||
| 155 SEAPORT BLVD | BOSTON | MA | 02201 | LEGAL FEES | $313,573 |
| NUTTER MCCLENNEN & FISH LLP | |||||
| 155 SEAPORT BLVD | BOSTON | MA | 02201 | PROFESSIONAL FEES | $158,185 |
| 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 | $186,131,468 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,879,214 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $188,010,682 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $188,010,682 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,820,160 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $185,190,522 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,259,526 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,259,526 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $192,644 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $192,644 | TotalTaxAmt |
| Distributable Before Adj | $9,066,882 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $750,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,816,882 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,816,882 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,344,552 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,344,552 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,344,552 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,816,882 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,576,856 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,344,552 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,576,856 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $767,696 | 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 | $9,049,186 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAY AREA COMMUNITY SERVICES | |||||||
| 390 40TH STREET | OAKLAND | CA | 94609 | NONE | PUBLIC | GENERAL OPERATION SUPPORT | $25,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 501 ANGEL CANYON RD | KANAB | UT | 84741 | NONE | PUBLIC | FOR SHIPLEY DOG LODGES | $1,000,000 |
| BORN FREE PET SHELTER | |||||||
| PO BOX 772050 | MIAMI | FL | 33177 | NONE | PUBLIC | GENERAL FUND | $15,000 |
| BOSTON MEDICAL CENTER | |||||||
| ONE BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 02118 | NONE | PUBLIC | ADDICTION FELLOWSHIP PROGRAM | $100,000 |
| BOSTON UNIVERSITY MEDICAL SCHOOL | |||||||
| ONE SHERBORN STREET | BOSTON | MA | 02215 | NONE | PUBLIC | ANNUAL FUND, PROSTATE CANCER RESEARCH CENTER | $400,000 |
| BRIDGE TO HOPE | |||||||
| 4201 LONG BEACH BLVD SUITE 218-B | LONG BEACH | CA | 90807 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| BRIDGE TO TURKIYE | |||||||
| 100 FOX BLAIR LANE | CARRY | NC | 27518 | NONE | PUBLIC | WORK WITH CYDD CESME SCHOLARSHIP PROGRAM | $50,000 |
| BRIDGE TO TURKIYE | |||||||
| 100 FOX BLAIR LANE | CARRY | NC | 27518 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 |
| BRIDGE TO TURKIYE | |||||||
| 100 FOX BRIAR LANE | CARY | NC | 27518 | NONE | PUBLIC | TO SUPPORT THE PURCHASE AND DISSEMINATION OF EDUCATIONAL CLASSROOM RESOURCES IN TURKEY | $25,000 |
| CAMILLUS HOUSE | |||||||
| 1603 NW 7TH AVE | MIAMI | FL | 33136 | NONE | PUBLIC | GENERAL FUND | $100,000 |
| CENTER FOR IMMIGRANT ADVANCEMENT | |||||||
| 1109 SW 8TH ST | MIAMI | FL | 33130 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $15,000 |
| CENTRO CAMPENSINO | |||||||
| 35801 SW 186TH AVE | HOMESTEAD | FL | 33034 | NONE | PUBLIC | FOR GENERAL OPERATING SUPPORT | $50,000 |
| CENTRO LEGAL DE LA RAZA | |||||||
| 3400 E 12TH ST | OAKLAND | CA | 94601 | NONE | PUBLIC | FOR GENERAL OPERATING SUPPORT AND BENEFIT OF OUR FUNDS | $50,000 |
| CHELSEA COLLABORATIVE | |||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER | |||||||
| 3333 BURNET AVENUE | CINCINNATI | OH | 45229 | NONE | PUBLIC | TO SUPPORT FUNDED RESEARCH LED BY JAMES WILLS | $250,000 |
| COCONUT GROVE CARES | |||||||
| 3870 WASHINGTON AVE | MIAMI | FL | 33133 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| COLORADO RAPID AVALANCHE DEPLOYMENT | |||||||
| PO BOX 983 | FRISCO | CO | 80443 | NONE | PUBLIC | CAPACITY BUILDING | $50,000 |
| COLORADO STATE UNIVERSITY | |||||||
| OVAL DRIVE | FORT COLLINS | CO | 80523 | NONE | PUBLIC | SUPPORT OF FACC ONCOLOGY PROJECT | $275,000 |
| COMMUNITY HEALTH FOUNDATION | |||||||
| 478 CORWALL BRIDGE ROAD | SHARON | CT | 06069 | NONE | PUBLIC | FOR COCONUT GROVE HEALTH CENTER | $50,000 |
| DENOVO CENTER FOR JUSTICE AND HEALING | |||||||
| 47 THORNDIKE ST | CAMBRIDGE | MA | 02141 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 |
| DUKE UNIVERSITY | |||||||
| 2138 CAMPUS DR | DURHAM | NC | 27708 | NONE | PUBLIC | TO SUPORT FUNDED RESEARCH LED BY STEFANO DI TALIA | $250,000 |
| EARTH ISLAND INSTITUTE | |||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94704 | NONE | PUBLIC | FOR USE BY FOOD SHILF | $25,000 |
| ENGLISH FOR NEW BOSTONIANS INC | |||||||
| 105 CHAUNCY ST 4TH FL | BOSTON | MA | 02111 | NONE | PUBLIC | MANAGEMENT AND GENERAL EXPENSES | $50,000 |
| ENMPOWER U COMMUNITY HEALTH CENTER | |||||||
| 7900 NW 27TH AVE STE E-12 | MIAMI | FL | 33147 | NONE | PUBLIC | TO SUPPORT WORK OF LOTUS HOUSE | $50,000 |
| FAMILY ACTION NETWORK | |||||||
| 1718 SHERMAN AVE STE 201 | EVANSTON | IL | 60201 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 |
| FARM SHARE | |||||||
| 738 MAIN ST | WALTHAM | MA | 02451 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $75,000 |
| FEEDING SOUTH FLORIDA | |||||||
| 2501 SW 32ND TERRACE | PEMBROKE | FL | 33023 | NONE | PUBLIC | GERNERAL OPERATING SUPPORT | $150,000 |
| FIDELITY CHARITABLE GIFT FUND | |||||||
| FEDERAL STREET | BOSTON | MA | 02111 | NONE | PUBLIC | FFC CATALYST FUND | $500,000 |
| FISHER HOUSE FOUNDATION | |||||||
| 111 ROCKVILLE PIKE SUITE 420 | ROCKVILLE | MD | 20850 | NONE | PUBLIC | SUPPORT OF FISHER HOUSE CONSTRUCTION | $250,000 |
| FLORIDA IMMIGRANT COALITION | |||||||
| 2800 BISCAYNE BLVD 300 | MIAMI | FL | 33137 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $75,000 |
| FRIENDS OF MIAMI ANIMAL FOUNDATION | |||||||
| 2665 S BAYSHORE DRIVE | MIAMI | FL | 33133 | NONE | PUBLIC | GENERAL FUND | $35,450 |
| FRIENDS OF THE COMMODORE TRAIL | |||||||
| 3109 GRAND AVE 288 | COCONUT GROVE | FL | 33133 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,225 |
| HARVARD MEDICAL SCHOOL | |||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02115 | NONE | PUBLIC | BERNARD N. FIELDS PRIZE FOR MICROBIOLOGY AND IMMUNIOBIOLOGY (KAITLIN SCHAEFER PHD) | $2,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | PUBLIC | ANNUAL FUND | $25,000 |
| HIRE HEROES USA | |||||||
| 100 NORTH POINT CENTER EAST STE 200 | ALPHARETTA | GA | 30022 | NONE | PUBLIC | MANAGEMENT AND GENERAL EXPENSES | $300,000 |
| HOMES FOR TROOPS | |||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | NONE | PUBLIC | HOME BUILDING PROJECTS | $700,000 |
| INTERNATIONAL RESCUE COMMITTE | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | NONE | PUBLIC | FOR WORK IN MIAMI TO COMBAT SUBSTANCE USE | $25,000 |
| JACKSON BEHAVIORAL HEALTH HOSPITAL | |||||||
| 1695 NW 9TH AVE | MIAMI | FL | 33136 | NONE | PUBLIC | PROGRAM TO COMBAT YOUTH SUBSTANCE USE | $100,000 |
| LEE HEALTH | |||||||
| 2776 CLEVELAND AVE | FORT MYERS | FL | 33901 | NONE | PUBLIC | CARDIOTHORACIC CENTER OPERATIONS | $25,000 |
| MA IMMIGRANT & REFUGEE COALITION | |||||||
| 105 CHAUNCY ST SUITE 901 | BOSTON | MA | 02111 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| MASS DOWN SYNDROME CONGRESS | |||||||
| 20 BURLINGTON MALL RD STE 261 | BURLINGTON | MA | 01803 | NONE | PUBLIC | STRENGTHEN INFRASTRUCTURE AND RELATIONSHIPS TO DELEVER DSC2U TO DS PATIENTS WITH LIMITED ACCESS TO SPECIALTY CARE | $150,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC | PROGRAM FOR INNOVATION IN STEM CELL SCIENCE (SET-ASIDE) | $250,000 |
| MIAMI ANIMAL RESCUE | |||||||
| 13313 SW 124TH ST | MIAMI | FL | 33186 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $7,500 |
| MIAMI DIAPER BANK | |||||||
| 4770 BISCANYE BLVD SUITE 980 | MIAMI | FL | 33137 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 |
| MIAMI VETERINARY FOUNDATION | |||||||
| 11622 N KENDALL DR | MIAMI | FL | 33176 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| MIAMI-DADE COLLEGE FOUNDATION | |||||||
| 300 NE 2ND AVE 1423 | MIAMI | FL | 33132 | NONE | PUBLIC | SUPPORT OF MIAMI-DADE COLLEGE FOOD PANTRIES | $50,000 |
| NATIVE AMERICAN HEALTH CENTER | |||||||
| 2077 CENTRE ST | WEST ROXBURY | MA | 02132 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| NEW HOPE CORPS | |||||||
| 1020 N KROME AVE | HOMESTEAD | FL | 33030 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| NEWTON WELLESLEY HOSPITAL | |||||||
| 2014 WASHINGTON ST | NEWTON | MA | 02462 | NONE | PUBLIC | COLLABORATIVE FOR HEALTHY FAMILIES AND COMMUNITY | $149,400 |
| NYU SCHOOL OF MEDICINE | |||||||
| 550 1ST AVE | NEW YORK | NY | 10016 | NONE | PUBLIC | TO SUPPORT F=FUNDED RESEARCH LED BY MAYUMI ITO | $250,000 |
| OVERTOWN CHILDREN AND YOUTH COALITION | |||||||
| 1951 NW 7TH AVE | MIAMI | FL | 33136 | NONE | PUBLIC | TO COMBAT SUBSTANCE USE | $15,000 |
| PAWS4YOU RESCUE | |||||||
| 8717 SW 134TH ST | MIAMI | FL | 33176 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| PETS FOR VETS INC | |||||||
| PO BOX 10860 | WILMINGTON | NC | 28404 | NONE | PUBLIC | PET MATCHES SUPPLIES FOR NEW CHAPTERS AND PET MEDICAL EXPENSES | $20,000 |
| PINE STREET INN | |||||||
| 330 PINE ST | WILLIAMSPORT | PA | 17701 | NONE | PUBLIC | VETERANS SERVICE AND HOUSING | $250,000 |
| POLITICAL ASYLUM IMMIGRATION REPRESENTATIC | |||||||
| 98 N WASHINGTON ST STE 106 | BOSTON | MA | 02114 | NONE | PUBLIC | MANAGEMENT AND GENERAL EXPENSES | $50,000 |
| PROJECT BREAD | |||||||
| 145 BORDER ST | BOSTON | MA | 02128 | NONE | PUBLIC | PROJECT BREAD AND GENERAL OPERATING SUPPORT | $75,000 |
| PURPLE HEART HOMES | |||||||
| 755 WASHINGTON AVE | STATEVILLE | NC | 28677 | NONE | PUBLIC | MANAGEMENT AND GENERAL EXPENSE | $12,500 |
| REBUILDING TOGETHER MIAMI- DADE | |||||||
| 3628 GRAND AVE | MIAMI | FL | 33133 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 |
| REFUGEE ASSISTANCE ALLIANCE | |||||||
| 1825 PONCE DE LEON | CORAL GABLES | FL | 33134 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 |
| SELF HELP ENTERPRISES | |||||||
| 8445 W ELOWIN CT | VISALIA | CA | 93291 | NONE | PUBLIC | FOR EMERGENCY BOTTLED WATER PROGRAM | $35,000 |
| SOCIAL INNOVATION FORUM | |||||||
| ONE CONGRESS ST | BOSTON | MA | 02114 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $30,000 |
| SOUTH FLORIDA BEHAVIORAL HEALTH NETWORK | |||||||
| 7205 NW 19TH ST 200 | MIAMI | FL | 33126 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 |
| ST ALBAN'S CHILD ENRICHMENT CENTER | |||||||
| 3465 BROOKER ST | MIAMI | FL | 33133 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM FOR INNOVATION IN STEM CELL SCIENCE (SET-ASIDE) | $250,000 |
| ST STEPHEN'S EPIXCOPAL CHURCH | |||||||
| 419 SHAWMUT AVE | BOSTON | MA | 02118 | NONE | PUBLIC | FOR SUPPORT OF AIDS MINISTRY | $25,000 |
| STUDENT'S CLINIC FOR IMMIGRANT JUSTICE | |||||||
| 217 HANOVER ST STE 320 | BOSTON | MA | 02113 | NONE | PUBLIC | GENERAL OPERATING EXPENSES | $5,000 |
| SUNDARI FOUNDATION | |||||||
| 217 NW ST | MIAMI | FL | 33136 | NONE | PUBLIC | WUPPORT WORK OF LOTUS HOUSE | $75,000 |
| TEAM RED WHITE AND BLUE | |||||||
| 1110 W PLATT ST | TAMPA | FL | 33606 | NONE | PUBLIC | MANAGEMENT AND GENERAL | $75,000 |
| THE AMERICAN FRIENDS SERVICE COMMITTEE | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | NONE | PUBLIC | TO SUPPORT WORK WITH IMMIGRANTS AND REFUGEES IN MIAMI-DADE COUNTY | $75,000 |
| THE WATERSHED PROJECT | |||||||
| 1327 S 46TH BUILDING 155 | RICHMOND | CA | 94804 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| THELMA GIBSON HEALTH INIATIVE | |||||||
| 3646 GRAND AVE | COCONUT GROVE | FL | 33133 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $35,000 |
| THIRD SECTOR NEW ENGLAND | |||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | NONE | PUBLIC | 2020 ANNUAL FUND OF FUTURE CHEFS | $35,000 |
| TRUSTEES OF BOSTON UNIVERSITY | |||||||
| 1113-1115 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PUBLIC | QUESTROM SCHOOL OF BUSSINESS ANNUAL FUND | $50,000 |
| TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| ONE NASSAU HALL | PRINCETON | NJ | 08544 | NONE | PUBLIC | HELEN HUNT SHIPLEY FUND AND ANNUAL FUND | $50,000 |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| 711 WASHINGTON ST 9 | BOSTON | MA | 02111 | NONE | PUBLIC | ANNUAL FUND OF CUMMINGS SCHOOL OF VETERINARY MEDICINE | $10,000 |
| UCLA SCHOOL OF MEDICINE | |||||||
| 10833 LE CONTE AVE | LOS ANGELES | CA | 90095 | NONE | PUBLIC | TO SUPPORT FUNDED RESEARCH LED BY KATHRIN PLATH | $250,000 |
| UNIVERSITY OF MIAMI MILLER SCHOOL OF MEDICINE | |||||||
| 1600 NW 10TH AVE 1140 | MIAMI | FL | 33136 | NONE | PUBLIC | FOR PROJECTS ADDRESSING SUBSTANCE USE DISORDER | $150,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT ST | PHILADELPHIA | PA | 19104 | NONE | PUBLIC | TO SUPPORT FUNDED RESEARCH LED BY CHRISTOPHER L LEGNER | $250,000 |
| URBAN FOOD INITIATIVE( DAILY TABLE | |||||||
| 2201 WASHINGTON ST | ROXBURY | MA | 02119 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| URBAN OASIS PROJECT | |||||||
| 6870 SW 45TH LN 7 | MIAMI | FL | 33155 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $15,000 |
| VETERANS INC | |||||||
| 69 GROVE ST | WORCESTER | MA | 01605 | NONE | PUBLIC | SUBSTANCE ABUSE TREATMENT PROGRAMS | $100,000 |
| VETERANS LEGAL SERVICES | |||||||
| PO BOX 8457 | BOSTON | MA | 02114 | NONE | PUBLIC | MANAGEMENT AND GENERAL EXPENSES FOR LEGAL CLINICS AND CASE MANAGEMENT | $100,000 |
| VETS HELPING HEROES INC | |||||||
| PO BOX 540723 | GREENACRES | FL | 33454 | NONE | PUBLIC | TRAINING ASSISTANCEDOGS | $100,000 |
| VOICES FOR CHILDREN | |||||||
| 110 DAGGETT AVE | VINEYARD HAVEN | MA | 02568 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $100,000 |
| WASHINGTON UNIVERSITY | |||||||
| ONE BROOKINGS DRIVE | ST LOUIS | MO | 63130 | NONE | PUBLIC | PROGRAM FOR INNOVATION IN STEM CELL SCIENCE (SET-ASIDE) | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,007,075 | 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 | $3,446 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,198,476 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,570 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,722,882 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,973,374 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,973,374 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCIA H SHIPLEY 1993 REV INDENTURE OF TRUST UNDER ARTICLE 5 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $173,481 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS ACCOUNT #649-5 | BondNm |
| EOY Book Value | $36,940,839 | EOYBookValueAmt |
| EOYFMV | $38,518,360 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS ACCOUNT #653-2 | StockNm |
| EOY Book Value | $117,459,738 | EOYBookValueAmt |
| EOYFMV | $153,716,134 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SIGULER GUFF BRIC OPPORTUNITIES FUND II, L.P. | AT COST | $1,028,049 | $1,028,049 |
| WEST GULF INVESTMENT STRATEGIES | AT COST | $34,807,305 | $34,807,305 |
| SIGULER GUFF DIST OPPORTUNITIES FUND IV, L.P. | AT COST | $1,298,690 | $1,298,690 |
| BROAD STREET REAL ESTATE CREDIT PARTNERS III OFFSHORE FUND, L.P. | AT COST | $759,063 | $759,063 |
| VINTAGE VII AIV OFFSHORE SCSP | AT COST | $99,428 | $99,428 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NUTTER MCCLENNEN & FISH LLP | CategoryTxt |
| Legal Fees | $313,573 | LegalFeesAmt |
| Net Investment Income | $235,180 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $78,393 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROAD STREET REAL ESTATE CR PARTNERS | $4,756 | $3,567 | $1,189 |
| FILING FEES | $500 | $0 | $500 |
| GOLDMAN SACHS 649-5 MANAGEMENT FEES | $185,707 | $139,280 | $46,427 |
| GOLDMAN SACHS 653-2 MANAGEMENT FEES | $609,173 | $456,880 | $152,293 |
| SIGULER GUFF BRIC OPP FUND II LP | $11,232 | $8,424 | $2,808 |
| SIGULER GUFF DIST OPP FUND IV, L.P. | $22,909 | $17,182 | $5,727 |
| VINTAGE VII AIV OFFSHORE SCSP | $3,970 | $2,978 | $992 |
| WEST GULF INV STRAT | $18,410 | $13,808 | $4,602 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| WEST GULF INV STRAT | $40,194 | $40,194 | $40,194 |
| WEST GULF INV STRAT SEC 1231 | $196 | $196 | $196 |
| SIGULER GUFF BRIC OPPORTUNITY | $3,628 | $3,628 | $3,628 |
| BROAD STREET REAL ESTATE PARTNERS III | -$7,502 | -$7,502 | -$7,502 |
| SIGULER GUFF DIST OPPORTUNITY 1231 GAIN | -$3 | -$3 | -$3 |
| SIGULAR GUFF DIST OTHER | $8,815 | $8,815 | $8,815 |
| SIGULAR GUFF BRIC OPPORTUNITIES | $3,242 | $3,242 | $3,242 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CONTIBUTIONS RETURNED | $335,843 |
| ADVISORY FEE CORRECTION | $10,659 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NUTTER MCCLENNEN & FISH LLP | $158,185 | $118,639 | $39,546 |
| KONRAD HOCHEDLINGER( SCIENTIFIC ADV FEES) | $10,000 | $7,500 | $2,500 |
| HANNO HOCK ( SCIENTIFIC ADV FEES0 | $10,000 | $7,500 | $2,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FED EXCISE TAX | $50,000 | $0 | $0 |
| FOREIGN TAX PD SIGULER GUFF BRIC | $2,098 | $2,098 | $0 |
| FOREIGN TAXES GOLDMAN SACHS 653 | $47,076 | $47,076 | $0 |
| FOREIGN TAX PD WEST GULF | $30 | $30 | $0 |