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HIGHLAND STREET CONNECTION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HIGHLAND STREET CONNECTION (EIN 04-3048298)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-29
IRS object ID
202113339349100156
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-29T10:00:06-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043027605PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11330 BOYLSTON STREETAddressLine1Txt
CityCHESTNUT HILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024672111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043048298EIN

Business Name BusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line12223 WASHINGTON STREET NO 104AddressLine1Txt
CityNEWTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02462ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBLAKE JORDANPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6179698900PhoneNum
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Preparer Person PreparerPersonGrp

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

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$87,902,868FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$64,411InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$64,411InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,266,825DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,266,825DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$1GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$1GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss-$40,440NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$3,185,025NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,515,995GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,185,025CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$232,280OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$232,280OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,748,542TotalRevAndExpnssAmt
Total Net Invst Incm$4,748,542TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$416,028CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$416,028CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$489,994OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$48,000OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$441,994OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$97,982PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$97,982PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,581LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$4,581LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$218,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$130,860AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$87,240AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$340,917OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$340,917OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$451,611InterestRevAndExpnssAmt
Interest Net Invst Incm$23,393InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$428,218InterestDsbrsChrtblAmt
Taxes Rev And Expnss$253,277TaxesRevAndExpnssAmt
Taxes Net Invst Incm$125,817TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$48,717TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$2,268DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$141,883OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$141,883OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$3,040TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$3,040TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$868,271OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$534,662OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$314,533OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,287,952TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,203,649TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,984,216TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,854,217ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,854,217ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,142,169TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,203,649TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,838,433TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,393,627ExcessRevenueOverExpensesAmt
Net Investment Income$3,544,893NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$597,418CashBOYAmt
Cash EOY$894,813CashEOYAmt
Cash EOYFMV$894,813CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,037,196SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,080,659SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,080,659SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$36,148PrepaidExpensesBOYAmt
Prepaid Expenses EOY$25,281PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$25,281PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$7,791,638CorporateStockBOYAmt
Corporate Stock EOY$7,812,263CorporateStockEOYAmt
Corporate Stock EOYFMV$12,944,572CorporateStockEOYFMVAmt
Corporate Bonds BOY$9,482,821CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Mortgage Loans BOY$5,000,000MortgageLoansBOYAmt
Mortgage Loans EOY$5,000,000MortgageLoansEOYAmt
Mortgage Loans EOYFMV$5,000,000MortgageLoansEOYFMVAmt
Other Investments BOY$8,778,100OtherInvestmentsBOYAmt
Other Investments EOY$19,255,633OtherInvestmentsEOYAmt
Other Investments EOYFMV$19,879,092OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,016,426LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$347,579LandBldgEquipAccumDeprecAmt
Land BOY$671,113LandBOYAmt
Land EOY$668,847LandEOYAmt
Land EOYFMV$668,847LandEOYFMVAmt
Other Assets BOY$37,291,571OtherAssetsBOYAmt
Other Assets EOY$36,312,510OtherAssetsEOYAmt
Other Assets EOYFMV$44,409,604OtherAssetsEOYFMVAmt
Total Assets BOY$73,686,005TotalAssetsBOYAmt
Total Assets EOY$74,050,006TotalAssetsEOYAmt
Total Assets EOYFMV$87,902,868TotalAssetsEOYFMVAmt
Mortgages And Notes Payable BOY$6,258,000MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$10,172,000MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$20,210OtherLiabilitiesBOYAmt
Other Liabilities EOY$3,572OtherLiabilitiesEOYAmt
Total Liabilities BOY$6,278,210TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,175,572TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$67,407,795RetainedEarningBOYAmt
Retained Earning EOY$63,874,434RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$67,407,795TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$63,874,434TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$73,686,005TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$74,050,006TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$67,407,795TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,393,627ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$64,014,168SubtotalAmt
Other Decreases$139,734OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$63,874,434TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (70 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
ALCION REAL ESTATE PARTNERS IIP2020-12-31$18,953$18,953$18,953
ALCION REAL ESTATE PARTNERS IIIP2020-12-31-$17,193-$17,193$17,193
1607 CAPITAL INTERNATIONAL EQUITY FUNDP2020-12-31-$32,601-$32,601$32,601
AXIOM ASIA IVP2020-12-31$22,803$22,803$22,803
ARCLIGHT ENERGY PARTNERS IIIP2020-12-31$2,597$2,597$2,597
ARCLIGHT ENERGY PARTNERS IVP2020-12-31$5,530$5,530$5,530
ADVANCED TECHNOLOGY VENTURES VIIP2020-12-31$469,816$469,816$469,816
BOSTON PARTNERS LARGE CAPP2020-12-31-$135,237-$135,237$135,237
BROAD RUN FOCUS EQUITYP2020-12-31$10,615$10,615$10,615
CA RESOURCES BAIN EUROPE IIIP2020-12-31$74,390$74,390$74,390
CA RESOURCES FUND VIP2020-12-31$95,355$95,355$95,355
CA RESOURCES FUND XIVP2020-12-31-$890,242-$890,242$890,242
CENTERBRIDGE CAPITAL PARTNERSP2020-12-31-$88,282-$88,282$88,282
CERBERUS PARTNERS VP2020-12-31$123,749$123,749$123,749
CITY OF LONDONP2020-12-31$320,077$320,077$320,077
COMMONFUND INTERNATIONAL VIP2020-12-31$72,321$72,321$72,321
COMMONFUND PRIVATE EQUITY VP2020-12-31-$6,382-$6,382$6,382
COMMONFUND VENTURE PARTNERS VIIIP2020-12-31$306,008$306,008$306,008
COMMONFUND VENTURE PARTNERS VIP2020-12-31-$3,890-$3,890$3,890
COMMONFUND PRIVATE EQUITY VIP2020-12-31$25,836$25,836$25,836
COMMONFUND VENTURE PARTNERS VIIP2020-12-31$23,769$23,769$23,769
COMMONFUND VENTURE PARTNERS IXP2020-12-31$725,206$725,206$725,206
COMMONFUND VENTURE PARTNERS XP2020-12-31$449,791$449,791$449,791
COMMONFUND VENTURE PARTNERS XIP2020-12-31$160,492$160,492$160,492
DOUBLELINE TOTAL RETURN BONDP2020-12-31-$15,599-$15,599$15,599
DUNE REAL ESTATE IIP2020-12-31-$6,481-$6,481$6,481
DUNE REAL ESTATE IIIP2020-12-31-$4,769-$4,769$4,769
DUNE REAL ESTATE IVP2020-12-31$23,110$23,110$23,110
ENCAP ENERGY CAPITAL FUND VI-BP2020-12-31-$147,205-$147,205$147,205
ENCAP ENERGY CAPITAL FUND VIII-BP2020-12-31-$133,255-$133,255$133,255
FIRST RESERVE XIP2020-12-31-$20,476-$20,476$20,476
FIRST RESERVE XIIP2020-12-31-$8,320-$8,320$8,320
FIVE ELMS III BP2020-12-31$433,528$433,528$433,528
GREENFIELD LAND PARTNERS & ACQUISITIONP2020-12-31-$36,028-$36,028$36,028
GREENFIELD ACQUISITION PARTNERS VP2020-12-31-$389-$389$389
GREENFIELD LAND PARTNERS IP2020-12-31-$300-$300$300
HOME FUNDERS LLCP2020-12-31$4,930$4,930$4,930
IR&MP2020-12-31$395,554$395,554$395,554
KLINE HILL OFFSHORE FUND II LPP2020-12-31$11,700$11,700$11,700
KSL CAPITAL PARTNERS VP2020-12-31$3,956$3,956$3,956
LEXINGTON CAPITAL PARTNERS VI-AP2020-12-31-$226,280-$226,280$226,280
LEXINGTON CAPITAL PARTNERS VIIP2020-12-31-$35,595-$35,595$35,595
LIME ROCK PARTNERS IVP2020-12-31-$156-$156$156
LL MORTGAGE FUND LPP2020-12-31$1,981$1,981$1,981
MERCED PARTNERS IVP2020-12-31$20,647$20,647$20,647
NATURAL GAS PARTNERS IXP2020-12-31$99,862$99,862$99,862
PAG CA PARTNERS LPP2020-12-31-$7,172-$7,172$7,172
PATRON CAPITAL IIIP2020-12-31-$2,938-$2,938$2,938
PATRON CAPITAL IVP2020-12-31$51,816$51,816$51,816
PARTHENON IIP2020-12-31-$1,907-$1,907$1,907
PELICAN ENERGY PARTNERSP2020-12-31-$899-$899$899
POMONA VIIIP2020-12-31$30,423$30,423$30,423
PARK STREET CAPITAL PRIVATE EQUITY VP2020-12-31-$8,746-$8,746$8,746
PARK STREET CAPITAL PRIVATE EQUITY VIP2020-12-31-$21,339-$21,339$21,339
RESILIENCE FUND IIIP2020-12-31-$224,016-$224,016$224,016
SANKATY CREDIT OPPORTUNITIES IIIP2020-12-31-$109,748-$109,748$109,748
SANKATY CREDIT OPPORTUNITIES IVP2020-12-31$12,109$12,109$12,109
SANDS CAPITAL MANAGEMENTP2020-12-31$1,071,390$1,071,390$1,071,390
SHORENSTEIN NINEP2020-12-31$2,739$2,739$2,739
SILCHESTER INTERNATIONALP2020-12-31-$21,822-$21,822$21,822
SPECIAL OPPORTUNITIES IIIP2020-12-31-$9,406-$9,406$9,406
SUSTAINABLE VISION RIDGEP2020-12-31$487$487$487
TAILWATERP2020-12-31-$1,970-$1,970$1,970
TELEGRAPH HILL IVP2020-12-31$1$1$1
THOMAS LEE VIP2020-12-31-$24,044-$24,044$24,044
TIFF PARTNERS IVP2020-12-31-$4,840-$4,840$4,840
VANGUARD EMERGING MARKETSP2020-12-31-$46,217-$46,217$46,217
VANGUARD TOTAL BONDP2020-12-31$413,000$413,000$413,000
WESTWOOD WGI EMERGING MARKETSP2020-12-31$31,454$31,454$31,454
WILBUR ROSS RECOVERY FUND VP2020-12-31-$37,226-$37,226$37,226
FieldValueIRS element (for citing)
Capital Gain Net Income$3,185,025CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$49,274InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$49,274SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$49,274TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$46,230EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$40,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$86,230TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$36,956OverpaymentAmt
Applied To ES Tax$36,956AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOANN MCGRATH
2223 WASHINGTON STREETNEWTONMA02462TRUSTEE8.00$0$0$0
DAVID J MCGRATH III
2223 WASHINGTON STREETNEWTONMA02462TRUSTEE8.00$0$0$0
SEAN P MCGRATH
2223 WASHINGTON STREETNEWTONMA02462TRUSTEE10.00$0$0$0
BLAKE JORDAN
2223 WASHINGTON STREETNEWTONMA02462EXECUTIVE DIRECTOR40.00$416,028$19,829$0
MICHAEL KEATING
2223 WASHINGTON STREETNEWTONMA02462TRUSTEE12.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
NOREEN MCMAHON
2223 WASHINGTON STREETNEWTONMA02462SR DIRECTOR OF PROGR40.00$150,530$9,032$0
MEREDITH SCOTT
2223 WASHINGTON STREETNEWTONMA02462OPERATIONS MANAGER40.00$95,168$12,750$0
LINDA MUIR ROBINSON
2223 WASHINGTON STREETNEWTONMA02462BOOKKEEPER40.00$86,490$11,874$0
RANDAL DIVINSKI
2223 WASHINGTON STREETNEWTONMA02462GRANT OFFICER40.00$73,561$18,574$0
BRIAN MCNULTY
2223 WASHINGTON STREETNEWTONMA02462COMMUNITY RELATIONS40.00$69,263$9,038$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k1OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
CAMBRIDGE ASSOCIATES
PO BOX 412015BOSTONMA022412015INVESTMENT ADVISORS$150,000
SEA CLIFF FINANCIAL LLC
138 STANDISH ROADWATERTOWNMA02472FINANCIAL ADVISORS$128,100
SAMET & COMPANY PC
1330 BOYLSTON STREETCHESTNUT HILLMA02467ACCOUNTING / TAX$90,000
DAN SALERA
174 NEWBURYPORT TURNPIKE PMB392ROWLEYMA01969CONSULTING$72,000
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,881,654AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,295,220AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$58,831,803FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$72,008,677TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$72,008,677AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,080,130CashDeemedCharitableAmt
Net Vl Noncharitable Assets$70,928,547NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,546,427MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,546,427MinimumInvestmentReturnAmt
Tax Based On Investment Income$49,274TaxBasedOnInvestmentIncomeAmt
Total Tax$49,274TotalTaxAmt
Distributable Before Adj$3,497,153DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,497,153DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,497,153DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,838,433ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,838,433QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,838,433AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,497,153DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$7,038,295ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,632,228ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,409,083ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,449,780ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$31,617,619ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$55,147,005TotalExcessDistributionCyovAmt
Qualifying Distributions$6,838,433QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,497,153AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,341,280RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$58,488,285TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$7,038,295ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$51,449,990ExcessDistriCyovToNextYrAmt
Excess From Year4$7,632,228ExcessFromYear4Amt
Excess From Year3$6,409,083ExcessFromYear3Amt
Excess From Year2$2,449,780ExcessFromYear2Amt
Excess From Year1$31,617,619ExcessFromYear1Amt
Excess From Current Year$3,341,280ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (306 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
2LIFE COMMUNITIES
30 WALLINGFORD ROADBRIGHTONMA021354753NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
ACT FOR MULTIPLE SCLEROSIS
73-710 FRED WARING DRIVE SUITE 118PALM DESERTCA92260NONEPUBLIC CHARITIESFOR HEALTHCARE.$100
ACTION FOR BOSTON COMMUNITY DEVELOPMENT
178 TREMONT STREETBOSTONMA02111NONEPUBLIC CHARITIESFOR COMMUNITY.$100,000
ADOPT-A-STUDENT FOUNDATION
ONE DESIGN CENTER PLACEBOSTONMA02110NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$25,000
ALMA DEL MAR FOUNDATION
515 BELLEVILLE AVENUENEW BEDFORDMA02746NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$1,000
ALVERNO COLLEGE
PO BOX 343922MILWAUKEEWI532343922NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$25,000
AMELIA PARK CHILDREN'S MUSEUM
29 SOUTH BROAD STREETWESTFIELDMA01085NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$5,000
AMERICAN FOUNDATION FOR SUICIDE PREVENTION
120 WALL STREET 29TH FLOORNEW YORKNY100054009NONEPUBLIC CHARITIESFOR HEALTHCARE.$11,000
ANIMAL RESCUE LEAGUE OF BOSTON
10 CHANDLER STREETBOSTONMA02116NONEPUBLIC CHARITIESFOR COMMUNITY.$1,000
ANNA MARIA COLLEGE
50 SUNSET LANEPAXTONMA016121106NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$37,500
APPALACHIAN MOUNTAIN CLUB
10 CITY SQUAREBOSTONMA02129NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$6,000
ARCHDIOCESE OF BOSTON
66 BROOKS DRIVEBRAINTREEMA02184NONEPUBLIC CHARITIESFOR RELIGIOUS.$5,000
ARNOLD ARBORETUM OF HARVARD UNIVERSITY
125 ARBORWAYJAMAICA PLAINMA021303500NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$3,000
ARTISTS FOR HUMANITY
100 WEST SECOND STREETBOSTONMA021271112NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$10,000
ATLANTIC WHITE SHARK CONSERVANCY
235 ORLEANS ROADNORTH CHATHAMMA026501161NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$2,500
BEDF SARAH GREENWOOD SCHOOL
2300 WASHINGTON STREETROXBURYMA02119NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$500
BEDF WILLIAM M TROTTER SCHOOL
7 PALMER STREET SUITE 2ROXBURYMA021192427NONESCHOOLSFOR EDUCATIONAL PROGRAMS.$7,500
BARBARA SINATRA CHILDREN'S CENTER
39000 BOB HOPE DRIVERANCHO MIRAGECA922703235NONEPUBLIC CHARITIESFOR COMMUNITY.$6,000
BATTLESHIP COVE
5 WATER STREETFALL RIVERMA027211540NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$14,000
BE LIKE BRIT FOUNDATION
66 PULLMAN STREETWORCESTERMA01606NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$50,000
BEACON HILL CIRCLE FOR CHARITY
PO BOX 313 CHARLES STREET STATIONBOSTONMA021140900NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$2,500
BEACON HILL CIVIC ASSOCIATION
74 JOY STREETBOSTONMA021144055NONEPUBLIC CHARITIESFOR COMMUNITY.$500
BEACON HILL GARDEN CLUB
PO BOX 302 CHARLES STREET STATIONBOSTONMA021140900NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$2,500
BECKER COLLEGE
61 SEVER STREETWORCESTERMA01609NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$25,000
BELLESINI ACADEMY
PO BOX 1021LAWRENCEMA01840NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$51,000
BERKSHIRE MUSEUM
39 SOUTH STREETPITTSFIELDMA012016108NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$5,000
BERKSHIRE THEATRE GROUP
111 SOUTH STREETPITTSFIELDMA01201NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$9,000
BEST BUDDIES TENNESSEE
1585 MALLORY LANE SUITE 208BRENTWOODTN37027NONEPUBLIC CHARITIESFOR EMPOWERMENT.$2,500
BIGHORN GOLF CLUB CHARITIES
255 PALOWET DRIVEPALM DESERTMA92260NONEPUBLIC CHARITIESFOR COMMUNITY.$10,200
BLUE ANGELS FOUNDATION
PO BOX 1945PENSACOLAFL325911945NONEPUBLIC CHARITIESFOR COMMUNITY.$2,000
BOCH CENTER
270 TREMONT STREETBOSTONMA02116NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$3,500
BOSTON ATHENAEUM
10 1/2 BEACON STREETBOSTONMA02108NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$1,500
BOSTON CHARITABLE TRUST FUND
BOSTON CITY HALL NO M-5BOSTONMA022010001NONEPUBLIC CHARITIESFOR HEALTHCARE.$250,000
BOSTON CHILDREN'S HOSPITAL TRUST
401 PARK DRIVE SUITE 602BOSTONMA02215NONEPUBLIC CHARITIESFOR HEALTHCARE.$1,000
BOSTON CHILDREN'S MUSEUM
308 CONGRESS STREETBOSTONMA02210NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$57,000
BOSTON CHINATOWN NEIGHBORHOOD CENTER
885 WASHINGTON STREETBOSTONMA021111415NONEPUBLIC CHARITIESFOR COMMUNITY.$20,000
BOSTON COLLEGE
140 COMMONWEALTH AVENUECHESTNUT HILLMA02467NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$115,000
BOSTON FOUNDATION
75 ARLINGTON STREET 10TH FLOORBOSTONMA02116NONECOMMUNITY FOUNDATIONFOR COMMUNITY.$11,000
BOSTON HARBOR NOW
15 STATE STREET SUITE 1100BOSTONMA02109NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$30,000
BOSTON LANDMARKS ORCHESTRA
PO BOX 441160SOMERVILLEMA02144NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$5,000
BOSTON MEDICAL CENTER
ONE BOSTON MEDICAL CENTER PLACEBOSTONMA02118NONEPUBLIC CHARITIESFOR HEALTHCARE.$5,000
BOSTON POLICE TEEN ACADEMY
4231 BALBOA STREET SUITE 330SAN DIEGOCA92117NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
BOSTON PUBLIC LIBRARY FUND
700 BOYLSTON STREETBOSTONMA021162813NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$40,000
BOSTON SYMPHONY ORCHESTRA
SYMPHONY HALL 301 MASSACHUSETTSBOSTONMA02115NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$45,000AVENUE
BOSTON UNIVERSITY CATHOLIC CENTER
211 BAY STATE ROADBOSTONMA02215NONEPUBLIC CHARITIESFOR RELIGIOUS.$10,000
BOYS & GIRLS CLUB OF LAWRENCE
136 WATER STREETLAWRENCEMA01841NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$8,000
BOYS & GIRLS CLUBS OF BOSTON
200 HIGH STREET SUITE 3BBOSTONMA021103024NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$96,000
BOYS AND GIRLS CLUBS OF COACHELLA VALLEY
42-600 COOK STREET SUITE 120PALM DESERTCA922115143NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$5,000
BRAINTREE HOLIDAYSFRIENDS
46 LINCOLN STREETBRAINTREEMA02184NONEPUBLIC CHARITIESFOR COMMUNITY.$1,500
BREAKTIME
359 PARK STBOSTONMA02124NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$7,500
BROOKS SCHOOL
1160 GREAT POND ROADNORTH ANDOVERMA01845NONESCHOOLSFOR EDUCATIONAL PROGRAMS.$6,000
BUILD HEALTH INTERNATIONAL
100 CUMMING CENTER SUITE 120BBEVERLYMA019156105NONEPUBLIC CHARITIESFOR HEALTHCARE.$5,000
BUTTONWOOD PARK ZOO
425 HAWTHORN STREETNEW BEDFORDMA027401418NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$10,500
CHP 11-99 FOUNDATION
2244 N STATE COLLEGE BLVDFULLERTONCA92831NONEPUBLIC CHARITIESFOR COMMUNITY.$25,000
CAHOON MUSEUM OF AMERICAN ART
4676 FALMOUTH ROADCOTUITMA02635NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
CAMP HARBOR VIEW
200 CLARENDON STREET FL 60BOSTONMA02116NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$110,000
CAPE ANN MUSEUM
27 PLEASANT STREETGLOUCESTERMA019305909NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$3,500
CAPE COD CHILDREN'S MUSEUM
577 GREAT NECK ROADSOUTH MASHPEEMA026493708NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$5,000
CAPE COD MARITIME MUSEUM
135 SOUTH STREETHYANNISMA02601NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$3,000
CAPE COD MUSEUM OF ART
PO BOX 2034DENNISMA026385034NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$3,000
CAPE COD MUSEUM OF NATURAL HISTORY
869 ROUTE 6ABREWSTERMA026311032NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$3,000
CAPRON PARK ZOO (FRIENDS OF)
201 COUNTY STREETATTLEBOROMA02703NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$9,000
CARROLL CENTER FOR THE BLIND
770 CENTRE STREETNEWTONMA02458NONEPUBLIC CHARITIESFOR EMPOWERMENT.$2,500
CATHOLIC CHARITIES
275 WEST BROADWAYBOSTONMA02127NONEPUBLIC CHARITIESFOR COMMUNITY.$1,000
CATHOLIC SCHOOLS FOUNDATION
67 BATTERYMARCH STREET 6TH FLOORBOSTONMA02110NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$50,000
CHARLES RIVER WATERSHED ASSOCIATION
190 PARK ROADWESTONMA024932256NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$11,000
CHELSEA COLLABORATIVE
318 BROADWAYCHELSEAMA021502808NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
CHESTERWOOD
PO BOX 827STOCKBRIDGEMA01262NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,500
CHILDREN'S MUSEUM AT HOLYOKE
444 DWIGHT STREETHOLYOKEMA010405842NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$6,000
CHILDREN'S MUSEUM IN EASTON
PO BOX 417NORTH EASTONMA023560417NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$9,000
CHILDREN'S MUSEUM OF GREATER FALL RIVER
441 NORTH MAIN STREETFALL RIVERMA027202407NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$4,500
CITIZENS SCHOOL
1 BEACON STREET 15TH FLOORBOSTONMA02108NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$26,000
CITY OF BOSTON SCHOLARSHIP FUND
PO BOX 9715BOSTONMA02105NONELOCAL GOVERNMENTS ANFOR EDUCATIONAL PROGRAMS.$1,000
CLARK ART INSTITUTE
225 SOUTH STREETWILLIAMSTOWNMA012672878NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$10,000
CLERGY HEALTH AND RETIREMENT TRUST
66 BROOKS DRIVEBRAINTREEMA021843839NONEPUBLIC CHARITIESFOR RELIGIOUS.$20,000
COLLEGE OF WILLIAM & MARY FOUNDATION
PO BOX 1693WILLIAMSBURGVA231871693NONESCHOOLSFOR EDUCATIONAL PROGRAMS.$1,000
COMMONWEALTH SHAKESPEARE COMPANY
101 ARCH STREET 8TH FLOORBOSTONMA02110NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$6,000
COMMUNITY FOUNDATION OF SOUTHEASTERN MA
128 UNION STREET 403NEW BEDFORDMA02740NONEPUBLIC CHARITIESFOR COMMUNITY.$1,000
COMMUNITY LEGAL AID
405 MAIN STREETWORCESTERMA01604NONEPUBLIC CHARITIESFOR COMMUNITY.$2,500
COMMUNITY RESOURCES FOR JUSTICE
500 HARRISON AVENUE SUITE 1FBOSTONMA021182439NONEPUBLIC CHARITIESFOR COMMUNITY.$1,000
COMMUNITY SERVINGS
179 AMORY STREETJAMAICA PLAINMA02130NONEPUBLIC CHARITIESFOR COMMUNITY.$40,000
CONCORD MUSEUM
53 CAMBRIDGE TURNPIKE PO BOX 146CONCORDMA017420146NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$6,500
CONSERVATION LAW FOUNDATION
62 SUMMER STREET SUITE 1BOSTONMA021101008NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$1,000
COR UNUM MEAL CENTER
118 SOUTH BROADWAYLAWRENCEMA01843NONEPUBLIC CHARITIESFOR COMMUNITY.$5,000
CROSSROADS
119 MYRTLE STREETDUXBURYMA02332NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$45,000
DAILY TABLE
420 WASHINGTON STREETDORCHESTERMA02124NONEPUBLIC CHARITIESFOR COMMUNITY.$15,000
DAVIS MUSEUM AT WELLESLEY COLLEGE
106 CENTRAL STREETWELLESLEYMA02481NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,700
DENMARK ARTS CENTER
PO BOX 813DENMARKME04022NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$1,000
DENMARK CHARITABLE FOUNDATION
DENMARK MUNICIPAL BUILDINGDENMARKME04022NONEPUBLIC CHARITIESFOR COMMUNITY.$1,000
DENMARK HISTORICAL SOCIETY
PO BOX 803DENMARKME04022NONEPUBLIC CHARITIESFOR COMMUNITY.$1,000
DENMARK PUBLIC LIBRARY
121 EAST MAIN STREET PO BOX 50DENMARKME04022NONEPUBLIC CHARITIESFOR COMMUNITY.$1,000
DIOCESE OF WORCESTER
49 ELM STREETWORCESTERMA01609NONEPUBLIC CHARITIESFOR RELIGIOUS.$1,000
DISCOVERY MUSEUM
177 MAIN STREETACTONMA017203616NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$15,500
DOC WAYNE YOUTH SERVICES
25 KINGSTON STREET FLOOR 4BOSTONMA02111NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$5,500
DRESS FOR SUCCESS BOSTON
989 COMMONWEALTH AVENUEBOSTONMA02215NONEPUBLIC CHARITIESFOR MENTORING.$25,000
EMPATH (ECONOMIC MOBILITY PATHWAYS)
308 CONGRESS STREET 5TH FLOORBOSTONMA02210NONEPUBLIC CHARITIESFOR COMMUNITY.$20,000
EVKIDS
265 MOUNT VERNON STREETDORCHESTERMA02125NONEPUBLIC CHARITIESFOR COMMUNITY.$5,000
ECOTARIUM
222 HARRINGTON WAYWORCESTERMA016041809NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$13,000
EDWARD GOREY HOUSE
8 STRAWBERRY LANEYARMOUTH PORTMA026751725NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$9,530
EDWARD M KENNEDY COMMUNITY HEALTH CENTER
650 LINCOLN STREETWORCESTERMA016052060NONEPUBLIC CHARITIESFOR HEALTHCARE.$1,000
EDWARD M KENNEDY INSTITUTE FOR THE US SENATE
210 MORRISSEY BLVDBOSTONMA021253314NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$13,000
EISENHOWER HEALTH FOUNDATION
39000 BOB HOPE DRIVERANCHO MIRAGECA922703221NONEPUBLIC CHARITIESFOR HEALTHCARE.$102,500
ELLIE FUND
200 RESERVOIR STREET SUITE 300NEEDHAMMA024941278NONEPUBLIC CHARITIESFOR HEALTHCARE.$30,000
EMILY DICKINSON MUSEUM
280 MAIN STREETAMHERSTMA010025000NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$3,000
ENGLISH FOR NEW BOSTONIANS
105 CHAUNCY STREET 4TH FLOORBOSTONMA02111NONEPUBLIC CHARITIESFOR COMMUNITY.$50,000
EQUESTRIAN ORDER OF THE HOLY SEPULCHRE OF JERUSALEM
340 MAIN STREET SUITE 906WORCESTERMA01608NONEPUBLIC CHARITIESFOR RELIGIOUS.$600
ERIC CARLE MUSEUM OF PICTURE BOOK ART
125 WEST BAY ROADAMHERSTMA01002NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$4,500
ESSEX COUNTY COMMUNITY FOUNDATION
175 ANDOVER STREET SUITE 101DANVERSMA01923NONECOMMUNITY FOUNDATIONFOR EDUCATIONAL PROGRAMS.$2,500
FALMOUTH HISTORICAL SOCIETY
PO BOX 174FALMOUTHMA02541NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$3,000
FAMILIES FIRST PARENTING PROGRAMS
9 GALEN STREET SUITE 400WATERTOWNMA02472NONEPUBLIC CHARITIESFOR COMMUNITY.$1,000
FAMILY NURTURING CENTER OF MA
185 COLUMBIA ROADDORCHESTERMA02121NONEPUBLIC CHARITIESFOR COMMUNITY.$2,500
FAMILY PROMISE METROWEST
6 MULLIGAN STREETNATICKMA01760NONEPUBLIC CHARITIESFOR COMMUNITY.$1,000
FATHER BILL'S & MAINSPRING
430 BELMONT STREETBROCKTONMA02301NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
FIRST CHURCH SOMERVILLE UCC
89 COLLEGE AVENUESOMERVILLEMA02144NONERELIGIOUS INSTITUTIOFOR RELIGIOUS.$1,000
FIRST CONGREGATIONAL CHURCH OF NATICK - UCC
2 EAST CENTRAL STREETNATICKMA01760NONEPUBLIC CHARITIESFOR RELIGIOUS.$500
FIRST TEE OF THE COACHELLA VALLEY
74-945 SHERYL AVENUEPALM DESERTCA92260NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$5,000
FISHER HOUSE OF BOSTON
PO BOX 230SOUTH WALPOLEMA02071NONEPUBLIC CHARITIESFOR COMMUNITY.$5,000
FITCHBURG ART MUSEUM
185 ELM STREETFITCHBURGMA01420NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,500
FOOD BANK OF WESTERN MASSACHUSETTS
PO BOX 160HATFIELDMA01038NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
FOOD IN NEED OF DISTRIBUTION
PO BOX 10080INDIOCA92202NONEPUBLIC CHARITIESFOR COMMUNITY.$5,000
FORT DEVENS MUSEUM
94 JACKSON ROAD SUITE 305DEVENSMA01434NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$1,500
FOUNDATION II OF THE AMERICAN COLLEGE OF TRILA LAWYERS
1300 DOVE STREET SUITE 150NEWPORT BEACHCA926602417NONEPUBLIC CHARITIESFOR COMMUNITY.$1,000
FOUNDATION FOR BCYF
1483 TREMONT STREETBOSTONMA02120NONEPUBLIC CHARITIESFOR COMMUNITY.$2,000
FOUNDATION FOR METROWEST
3 ELIOT STREETNATICKMA01760NONECOMMUNITY FOUNDATIONFOR COMMUNITY.$2,500
FOURTH PRESBYTERIAN CHURCH
340 DORCHESTER STREETSOUTH BOSTONMA02127NONEPUBLIC CHARITIESFOR COMMUNITY.$3,500
FRANCIS OUIMET SCHOLARSHIP FUND
300 ARNOLD PALMER BOULEVARDNORTONMA02766NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$500
FREEDOM TRAIL FOUNDATION
44 SCHOOL STREET SUITE 250BOSTONMA02108NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$12,000
FRIENDS OF MIDDLESEX FELLS RESERVATION
235 W FOSTER STREETMELROSEMA021763039NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$500
FRIENDS OF PETERS PARK
PO BOX 181137BOSTONMA02118NONEPUBLIC CHARITIESFOR COMMUNITY.$500
FRIENDS OF THE BEEBE LIBRARY
345 MAIN STREETWAKEFIELDMA01880NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$1,000
FRIENDS OF THE BOSTON POLICE
83 SPEEN STREETNATICKMA01760NONEPUBLIC CHARITIESFOR COMMUNITY.$15,000
FRIENDS OF THE COMMONWEALTH MUSEUM
220 MORRISSEY BLVD COLUMBIA POINTBOSTONMA021250000NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$500
FRIENDS OF THE CHILDREN - BOSTON
184 DUDLEY STREET SUITE 100ROXBURYMA02119NONEPUBLIC CHARITIESFOR MENTORING.$15,000
FRIENDS OF THE PARAGON CAROUSEL
PO BOX 100HULLMA020450100NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
FRIENDS OF THE WESTON PUBLIC LIBRARY
87 SCHOOL STREETWESTONMA02493NONEPUBLIC CHARITIESFOR COMMUNITY.$250
FULLER CRAFT MUSEUM
455 OAK STREETBROCKTONMA023011340NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$4,000
FUND FOR PARKS & RECREATION IN BOSTON
1010 MASSACHUSETTS AVENUEBOSTONMA02118NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$40,000
GLOUCESTER STAGE COMPANY
267 EAST MAIN STREETGLOUCESTERMA019304141NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$5,500
GREATER BOSTON FOOD BANK
70 SOUTH BAY AVENUEBOSTONMA02118NONEPUBLIC CHARITIESFOR COMMUNITY.$31,000
GREATER LAWRENCE FAMILY HEALTH CENTER
1 GRIFFIN BROOK DRIVELAWRENCEMA01840NONEPUBLIC CHARITIESFOR HEALTHCARE.$50,000
GRIFFIN MUSEUM OF PHOTOGRAPHY
67 SHORE ROADWINCHESTERMA018902821NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$750
GROW CLINIC
DOWLING BLDG FL 1 771 ALBANY STREETBOSTONMA02118NONEPUBLIC CHARITIESFOR HEALTHCARE.$10,000
HANCOCK SHAKER VILLAGE
PO BOX 927PITTSFIELDMA01202NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$8,500
HARVARD MUSEUMS OF SCIENCE AND CULTURE
26 OXFORD STREETCAMBRIDGEMA02138NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$8,500
HARWICH CONSERVATION TRUST
PO BOX 101SOUTH HARWICHMA026610101NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$500
HEADING HOME
529 MAIN STREET SUITE 100CHARLESTOWNMA02129NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
HERITAGE MUSEUMS & GARDENS
67 GROVE STREETSANDWICHMA02563NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$10,500
HISTORIC DEERFIELD
PO BOX 321DEERFIELDMA013420321NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$6,500
HOCKOMOCK AREA YMCA
300 ELMWOOD STN ATTLEBOROMA027601304NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$2,500
HOLLYDELL
610 HOLLYDELL DRIVEHURFFVILLENJ080809120NONEPUBLIC CHARITIESFOR COMMUNITY.$15,000
HOME BASE
125 NASHUA STREETBOSTONMA02114NONEPUBLIC CHARITIESFOR HEALTHCARE.$101,000
HOMESTART INC
105 CHAUNCY STREET SUITE 502BOSTONMA02111NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$20,000
HOMES FOR OUR TROOPS
6 MAIN STREETTAUNTONMA027802733NONEPUBLIC CHARITIESFOR COMMUNITY.$5,000
HOPEWELL INC
3 ALLIED DRIVE SUITE 308DEDHAMMA020266148NONEPUBLIC CHARITIESFOR COMMUNITY.$1,000
HOSPITALITY HOMES
PO BOX 15265BOSTONMA02215NONEPUBLIC CHARITIESFOR HEALTHCARE.$10,000
HULL LIFESAVING MUSEUM
PO BOX 221HULLMA020450221NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$1,000
HYDE SQUARE TASK FORCE
PO BOX 301871JAMAICA PLAINMA02130NONEPUBLIC CHARITIESFOR COMMUNITY.$2,500
INNERCITY WEIGHTLIFTING
PO BOX 171313BOSTONMA02117NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
INSTITUTE FOR NONPROFIT PRACTICE
144 GOULD STREET SUITE 205NEEDHAMMA02494NONEPUBLIC CHARITIESFOR COMMUNITY.$50,000
INSTITUTE OF CONTEMPORARY ART BOSTON
25 HARBOR SHORE DRIVEBOSTONMA02210NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$25,000
INTERNATIONAL VOLLEYBALL HALL OF FAME
444 DWIGHT STREETHOLYOKEMA010405842NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
JW BRINE III FOUNDATION
PO BOX 255BURLINGTONMA01803NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$1,000
JACOB'S PILLOW DANCE FESTIVAL
358 GEORGE CARTER ROADBECKETMA012234001NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$5,000
JOHN F KENNEDY HYANNIS MUSEUM
PO BOX 2488HYANNISMA026012488NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$3,500
JOHN F KENNEDY LIBRARY FOUNDATION
COLUMBIA POINTBOSTONMA02125NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$25,000
JUMPSTART FOR YOUNG CHILDREN
308 CONGRESS STREET 6TH FLOORBOSTONMA02210NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$25,000
KENNEDY CENTER FOR THE PERFORMING ARTS
2700 F STREET NWWASHINGTONDC20566NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$50,000
L'ARCHE DAYBREAK
99 WOOD AVENUEISLENINNJ08830NONEPUBLIC CHARITIESFOR EMPOWERMENT.$5,000
LA VIDA SCHOLARS
120 MUNROE STREETLYNNMA01901NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$10,000
LARZ ANDERSON AUTO MUSEUM
15 NEWTON STREETBROOKLINEMA024457406NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$4,000
LAZARUS HOUSE MINISTRIES
PO BOX 408LAWRENCEMA01842NONEPUBLIC CHARITIESFOR COMMUNITY.$16,000
LET'S GET READY
89 SOUTH STREET SUITE 401BOSTONMA02111NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$45,000
LITERATIONS
25 KINGSTON STREET FLOOR 4BOSTONMA02111NONEPUBLIC CHARITIESFOR COMMUNITY.$26,000
LIVING DESERT
47900 PORTOLA AVENUEPALM DESERTCA92260NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$2,000
LOVIN' SPOONFULS
1304 COMMONWEALTH AVENUEBOSTONMA02134NONEPUBLIC CHARITIESFOR COMMUNITY.$1,000
LYNN MUSEUM
590 WASHINGTON STREETLYNNMA019011406NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
LYRIC STAGE COMPANY OF BOSTON
140 CLARENDON STREET 2ND FLOORBOSTONMA021165169NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$5,500
MAHAIWE PERFORMING ARTS CENTER
PO BOX 690GREAT BARRINGTONMA012300690NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$7,500
MAMA'S HOUSE
PO BOX 1816PALM DESERTCA922611816NONEPUBLIC CHARITIESFOR COMMUNITY.$15,000
MARIA MITCHELL ASSOCIATION
4 VESTAL STREETNANTUCKETMA025542609NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,500
MARTHA'S VILLAGE AND KITCHEN
83791 DATE AVENUEINDIOCA922014737NONEPUBLIC CHARITIESFOR COMMUNITY.$15,000
MASS AUDOBON
208 SOUTH GREAT ROADLINCOLNMA01773NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
MASS MENTORING PARTNERSHIP
75 KNEELAND STREET 11TH FLOORBOSTONMA02111NONEPUBLIC CHARITIESFOR MENTORING.$10,000
MASS MOCA
1040 MASS MOCA WAYNORTH ADAMSMA012472450NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$14,000
MASSACHUSETTS DESIGN ART & TECHNOLOGY INSTITUTE
336 ACUSHNET AVENUE SUITE CNEW BEDFORDMA027406393NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$10,000
MASSACHUSETTS HORTICULTURAL SOCIETY
THE GARDENS AT ELM BANKWELLESLEYMA02482NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
MASSACHUSETTS HOUSING AND SHELTER ALLIANCE
PO BOX 8638BOSTONMA02114NONEPUBLIC CHARITIESFOR COMMUNITY.$25,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY (MIT) MUSEUM
77 MASSACHUSETTS AVENUE N51CAMBRIDGEMA021394307NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$7,500
MASSACHUSETTS MILITARY HEROES FUND
77 WARREN STREET BLDG 2 FL 1BRIGHTONMA02135NONEPUBLIC CHARITIESFOR COMMUNITY.$15,000
MASSACHUSETTS NONPROFIT NETWORK
2 ATLANTIC AVENUEBOSTONMA02110NONEPUBLIC CHARITIESFOR MEMBERSHIPS AND SUBS.$21,000
MCCALLUM THEATRE
73000 FRED WARING DRIVEPALM DESERTCA92260NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$32,500
MEADOWBROOK SCHOOL OF WESTON
10 FARM ROADWESTONMA024932493NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$73,000
MEDWAY COMMUNITY FARM
50 WINTHROP STREETMEDWAYMA020532327NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$1,000
MENTOR THE NATIONAL MENTORING PARTNERSHIP
201 SOUTH STREET SUITE 615BOSTONMA02111NONEPUBLIC CHARITIESFOR MENTORING.$152,500
MERRIMACK VALLEY FOOD BANK
735 BROADWAY STREETLOWELLMA01854NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
METCO
40 DIMOCK STREETROXBURYMA02119NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$500
MIDDLESEX SCHOOL
1400 LOWELL ROADCONCORDMA01742NONESCHOOLSFOR EDUCATIONAL PROGRAMS.$5,000
MINDFULNESS DIRECTOR INITIATIVE
460 CHESTNUT STREETWRENTHAMMA02093NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$5,000
MIRA COALITION
105 CHAUNCY STREET SUITE 901BOSTONMA02111NONEPUBLIC CHARITIESFOR COMMUNITY.$1,000
MORE THAN WORDS
56 FELTON STREETWALTHAMMA02453NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$25,000
MUSEUM OF AFRICAN AMERICAN HISTORY
31 MILK STREETBOSTONMA021095125NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$5,000
MUSEUM OF FINE ARTS
465 HUNTINGTON AVENUEBOSTONMA02115NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$50,000
MUSEUM OF PRINTING FRIENDS OF THE
15 THORNTON AVENUEHAVERHILLMA01832NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$1,000
MUSEUM OF RUSSIAN ICONS
203 UNION STREETCLINTONMA015102903NONEOPERATING FOUNDATIONFOR ARTS AND CULTURE.$2,000
MUSEUM OF SCIENCE
1 SCIENCE PARKBOSTONMA02114NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$2,500
MUSEUM OF THE FIRST CORPS OF CADETS
227 COMMONWEALTH AVENUEBOSTONMA021161704NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,500
MUSIC AND YOUTH INITIATIVE
398 COLUMBUS AVENUE PBM 307BOSTONMA021166008NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$1,000
MVMA CHARITIES
163 LAKESIDE AVENUEMARLBOROUGHMA01752NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$3,000
NATIVE SERVICE COUNCIL
2 WEBSTER STREETNATICKMA01760NONEPUBLIC CHARITIESFOR COMMUNITY.$750
NATIONAL CENTER OF AFRO-AMERICAN ARTISTS
300 WALNUT AVENUEBOSTONMA021191324NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
NATIVITY PREPARATORY SCHOOL
39 LAMARTINE STREETJAMAICA PLAINMA02130NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$1,000
NATIVITY PREPARATORY SCHOOL OF NEW BEDFORD
66 SPRING STREETNEW BEDFORDMA027405957NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$45,000
NATIVITY SCHOOL OF WORCESTER
67 LINCOLN STREETWORCESTERMA016052634NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$50,000
NEIGHBORHOOD VILLAGES
64 SIGOURNEY STREETJAMAICA PLAINMA021302937NONEPUBLIC CHARITIESFOR COMMUNITY.$50,000
NEW BEDFORD WHALING MUSEUM
18 JOHNNY CAKE HILLNEW BEDFORDMA027406398NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$8,000
NEW ENGLAND AQUARIUM
CENTRAL WHARFBOSTONMA021103399NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$1,000
NEW ENGLAND CENTER AND HOME FOR VETERANS
17 COURT STREETBOSTONMA02108NONEPUBLIC CHARITIESFOR COMMUNITY.$15,000
NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY
99-101 NEWBURY STREETBOSTONMA021163007NONEPUBLIC CHARITIESFOR COMMUNITY.$6,000
NEW ENGLAND QUILT MUSEUM
18 SHATTUCK STREETLOWELLMA01852NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$1,500
NEWTON-WELLESLEY HOSPITAL DEVELOPMENT
2014 WASHINGTON STREETNEWTONMA02462NONEPUBLIC CHARITIESFOR HEALTHCARE.$1,000
NICHOLS HOUSE MUSEUM
55 MOUNT VERNON STREETBOSTONMA021081330NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$1,000
NORMAN ROCKWELL MUSEUM
PO BOX 308STOCKBRIDGEMA012620308NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$11,000
NOTRE DAME ACADEMY
425 SALISBURY STREETWORCESTERMA01609NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$1,000
OLD COLONY HISTORY MUSEUM
66 CHURCH GREENTAUNTONMA02780NONEOPERATING FOUNDATIONFOR ARTS AND CULTURE.$500
OLD STURBRIDGE VILLAGE
1 OLD STURBRIDGE VILLAGE ROADSTURBRIDGEMA015661138NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$43,000
OPERATION ABLE
174 PORTLAND STREETBOSTONMA02114NONEPUBLIC CHARITIESFOR COMMUNITY.$25,000
OSTERVILLE HISTORICAL MUSEUM
PO BOX 3OSTERVILLEMA026550003NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
OUR SISTERS' SCHOOL
145 BROWNELL AVENUENEW BEDFORDMA027401654NONESCHOOLSFOR EDUCATIONAL PROGRAMS.$1,000
PALM DESERT SHERIFF SEARCH & RESCUE
73705 GERALD FORD DRPALM DESERTCA922112008NONEPUBLIC CHARITIESFOR COMMUNITY.$2,500
PALM SPRINGS ART MUSEUM
101 MUSEUM DRIVEPALM SPRINGSCA922632310NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$67,000
PALM SPRINGS INTERNATIONAL FILM SOCIETY
1700 EAST TAHQUITZ CANYON WAY SUITEPALM SPRINGSCA922627158NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$5003
PALM SPRINGS POLICE MEMORIAL FOUNDATION
180 NORTH LURING DRIVEPALM SPRINGSCA922626839NONEPUBLIC CHARITIESFOR COMMUNITY.$2,500
PARTNERS FOR YOUTH WITH DISABILITIES
5 MIDDLESEX AVENUE SUITE 307SOMERVILLEMA021451110NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$2,500
PEABODY ESSEX MUSEUM
161 ESSEX STREETSALEMMA01970NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$13,000
PEACE BRIGADES INTERNATIONAL USA
PO BOX 75880WASHINGTONDC20013NONEPUBLIC CHARITIESFOR COMMUNITY.$1,000
PEGASUS THERAPEUTIC RIDING
PO BOX 13508PALM DESERTCA922553588NONEPUBLIC CHARITIESFOR HEALTHCARE.$5,000
PHILANTHROPY MASSACHUSETTS
133 FEDERAL STREET SUITE 802BOSTONMA021101703NONEPUBLIC CHARITIESFOR MEMBERSHIPS AND SUBS.$12,000
PILGRIM HALL MUSEUM
75 COURT STREETPLYMOUTHMA02360NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,700
PINE STREET INN
444 HARRISON AVENUEBOSTONMA02118NONEPUBLIC CHARITIESFOR COMMUNITY.$5,000
PINGREE SCHOOL
537 HIGHLAND STREETSOUTH HAMILTONMA01982NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$5,000
PLAYWORKS NEW ENGLAND
67 KEMBLE STREET SUITE 36BOSTONMA02119NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$25,000
PLIMOTH PLANTATION
PO BOX 1620PLYMOUTHMA02362NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$40,000
POP ST JOHN XXIII NATIONAL SEMINARY
558 SOUTH AVENUEWESTONMA02493NONEPUBLIC CHARITIESFOR RELIGIOUS.$1,000
PREPARATORY FOUNDATION
1286 HYDE PARK AVENUEHYDE PARKMA021362714NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$1,000
PRISONERS' LEGAL SERVICES
50 FEDERAL STEETBOSTONMA021102509NONEPUBLIC CHARITIESFOR COMMUNITY.$1,000
PROJECT BREAD
145 BORDER STREETEAST BOSTONMA02128NONEPUBLIC CHARITIESFOR COMMUNITY.$10,500
PROJECT JUST BECAUSE
109 SOUTH STREETHOPKINTONMA01748NONEPUBLIC CHARITIESFOR COMMUNITY.$500
PROJECT NEW HOPE
70 JAMES STREET SUITE 157WORCESTERMA01603NONEPUBLIC CHARITIESFOR COMMUNITY.$5,000
PROJECT PLACE
1145 WASHINGTON STREETBOSTONMA021182107NONEPUBLIC CHARITIESFOR COMMUNITY.$15,000
PROVINCETOWN ART ASSOCIATION AND MUSEUM
460 COMMERCIAL STREETPROVINCETOWNMA026572415NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$3,500
REACH BEYOND DOMESTIC VIOLENCE
PO BOX 540024WALTHAMMA024540024NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
RESILIENT CODERS
1 BROADWAY FLOOR 3CAMBRIDGEMA02142NONEPUBLIC CHARITIESFOR COMMUNITY.$20,000
REVOLUTIONARY SPACES
310 WASHINGTON STREETBOSTONMA021084639NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$6,000
RIAN IMMIGRANT CENTER
ONE STATE STREETBOSTONMA02109NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$10,000
ROSE KENNEDY GREENWAY CONSERVANCY
185 KNEELAND STREETBOSTONMA021112712NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$6,000
SACRED HEART CHURCH AND CATHOLIC SCHOOL
43-775 DEEP CANYON ROADPALM DESERTCA92260NONEPUBLIC CHARITIESFOR RELIGIOUS.$360,000
SAINT FRANCIS HOUSE
39 BOYLSTON STREETBOSTONMA021164702NONEPUBLIC CHARITIESFOR COMMUNITY.$42,500
SAINT JOSEPH CHURCH
225 SOUTH HIGH STREETBRIDGTONME04009NONEPUBLIC CHARITIESFOR RELIGIOUS.$1,500
SAINT JULIA CHURCH
374 BOSTON POST ROADWESTONMA024931581NONEPUBLIC CHARITIESFOR RELIGIOUS.$10,000
SAINT SEBASTIAN'S SCHOOL
1191 GREENDALE AVENUENEEDHAMMA024924699NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$52,500
SALK INSTITUTE FOR BIOLOGICAL STUDIES
10010 NORTH TORREY PINES ROADLA JOLLACA920371099NONEPUBLIC CHARITIESFOR HEALTHCARE.$100,000
SANDWICH GLASS MUSEUM
PO BOX 103SANDWICHMA02563NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$3,500
SAVE A DOG
604 BOSTON POST ROADSUDBURYMA01776NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$250
SCHOLAR ATHLETES
57 MAGAZINE STREETBOSTONMA021192901NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$25,000
SCHWARTZ CENTER
100 CAMBRIDGE STREET SUITE 2100BOSTONMA02114NONEPUBLIC CHARITIESFOR HEALTHCARE.$50,000
SILVER LINING MENTORING
727 ATLANTIC AVENUEBOSTONMA02111NONEPUBLIC CHARITIESFOR MENTORING.$5,000
SMITH COLLEGE MUSEUM OF ART
20 ELM STREET AT BEDFORD TERRACENORTHAMPTONMA01063NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,500
SOUTH SHORE EDUCATIONAL COLLABORATIVE
75 ABINGTON STREETHINGHAMMA020434314NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$5,000
SPELLMAN MUSEUM OF STAMPS & POSTAL HISTORY
241 WELLESLEY STREETWESTONMA024931572NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
SPONTANEOUS CELEBRATIONS
45 DANFORTH STREETJAMAICA PLAINMA021301847NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$5,500
SPRINGFIELD MUSEUMS
21 EDWARDS STREETSPRINGFIELDMA01103NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$8,500
SQUASHBUSTERS
795 COLUMBUS AVENUEROXBURY CROSSINGMA021202108NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$20,000
ST JOHN'S FOOD FOR THE POOR
44 TEMPLE STREETWORCESTERMA01604NONEPUBLIC CHARITIESFOR COMMUNITY.$5,000
TECH GOES HOME
867 BOYLSTON STREET FLOOR 5BOSTONMA02116NONEPUBLIC CHARITIESFOR COMMUNITY.$30,000
TELEPHONE MUSEUM
289 MOODY STREETWALTHAMMA02453NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,000
TEMPLE BETH ELOHIM
10 BETHEL ROADWELLESLEYMA024813536NONEPUBLIC CHARITIESFOR RELIGIOUS.$2,500
THE MOUNT EDITH WHARTON'S HOME
2 PLUNKETT STREETLENOXMA012400974NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,500
THE RANCH RECOVERY CENTERS INC
7885 ANNANDALE AVENUEDESERT HOT SPRINGSCA92240NONEPUBLIC CHARITIESFOR EMPOWERMENT.$5,000
THE SPORTS MUSEUM
100 LEGENDS WAYBOSTONMA02114NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$7,000
TOOLS FOR TOMORROW
42-600 COOK STREET SUITE 132PALM DESERTCA92211NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$1,000
TRUSTEES OF RESERVATIONS
200 HIGH STREET 4TH FLOORBOSTONMA02110NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$15,000
TUFTS UNIVERSITY
PACKARDS HALLMEDFORDMA02155NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$35,000
UNION OF CONCERNED SCIENTISTS
2 BRATTLE SQUARE SUITE 6CAMBRIDGEMA02138NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$500
UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY
51 SLEEPER STREETBOSTONMA022101208NONEPUBLIC CHARITIESFOR COMMUNITY.$11,000
USS CONSTITUTION MUSEUM
PO BOX 291812BOSTONMA021290215NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$5,500
VANDERBILT UNIVERSITY
401 KIRKLAND HALLNASHVILLETN37240NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$1,500
VENTFORT HALL MANSION AND GILDED AGE MUSEUM
104 WALKER STREETLENOXMA01240NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$1,000
VETERANS INC
69 GROVE STREETWORCESTERMA016052600NONEPUBLIC CHARITIESFOR COMMUNITY.$15,000
VETERANS LEGAL SERVICES
PO BOX 8457BOSTONMA02114NONEPUBLIC CHARITIESFOR COMMUNITY.$20,000
VETERINARY SCHOLARSHIP TRUST OF NEW ENGLAND
PO BOX 3221NORTH ATTLEBOROMA02161NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$2,500
WANDERING SCHOLAR
81 OAK AVENUE 2BELMONTMA02478NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$2,500
WELLESLEY EDUCATION FOUNDATION
PO BOX 812321WELLESLEYMA024820017NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$1,000
WENHAM MUSEUM
132 MAIN STREETWENHAMMA01984NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$3,000
WEST END HOUSE
105 ALLSTON STREETALLSTONMA02134NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$10,000
WESTON FOREST AND TRAIL ASSOCIATION
266 GLEN ROADWESTONMA02493NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$500
WESTON SCOUTS
266 GLEN ROADWESTONMA024932237NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$500
WILLIAMS COLLEGE
1000 MAIN STREETWILLIAMSTOWNMA01267NONESCHOOLSFOR EDUCATIONAL PROGRAMS.$1,000
WOMEN'S LUNCH PLACE
67 NEWBURY STREETBOSTONMA02116NONEPUBLIC CHARITIESFOR COMMUNITY.$20,000
WORCESTER ART MUSEUM
55 SALISBURY STREETWORCESTERMA016093123NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$13,500
WORCESTER COUNTY FOOD BANK
474 BOSTON TURNPIKESHREWSBURYMA01545NONEPUBLIC CHARITIESFOR COMMUNITY.$10,000
WORCESTER HISTORICAL MUSEUM
30 ELM STREETWORCESTERMA01609NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$2,500
WORLD CENTRAL KITCHEN
655 NEW YORK AVE NW 6 FLWASHINGTONDC20001NONEPUBLIC CHARITIESFOR HEALTHCARE.$22,500
XAVIER COLLEGE PREPARATORY HIGH SCHOOL
34-200 COOK STREETPALM DESERTCA92211NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$40,000
YMCA OF GREATER BOSTON
18 TREMONT STREETBOSTONMA02108NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$7,500
ZOO NEW ENGLAND
ONE FRANKLIN PARK ROADBOSTONMA02121NONEPUBLIC CHARITIESFOR THE ENVIRONMENT.$52,000
C MCGRATH DONOR ADVISED FUND
71 FAIRWAY CIRCLENATICKMA01760DAF OF FORMER TRUSTEEDONOR ADVISED FUNDVARIOUS$69,887
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,854,217TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOSTON COLLEGE
140 COMMONWEALTH AVENUECHESTNUT HILLMA02467NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$250,000
CAMP HARBOR VIEW
79 NEWBURY STREETBOSTONMA02116NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$100,000
ENGLISH FOR NEW BOSTONIANS
105 CHAUNCY STREET 4TH FLOORBOSTONMA02111NONEPUBLIC CHARITIESFOR COMMUNITY.$150,000
JVS BOSTON
75 FEDERAL STREETBOSTONMA02110NONEPUBLIC CHARITIESFOR COMMUNITY.$40,000
KENNEDY CENTER FOR THE PERFORMING ARTS
2700 F STREET NWWASHINGTONDC20566NONEPUBLIC CHARITIESFOR ARTS AND CULTURE.$150,000
SAINT SEBASTIAN'S SCHOOL
1191 GREENDALE AVENUENEEDHAMMA02492NONEPUBLIC CHARITIESFOR EDUCATIONAL PROGRAMS.$40,000
SALK INSTITUTE FOR BIOLOGICAL STUDIES
10010 NORTH TORREY PINES ROADLA JOLLACA92037NONEPUBLIC CHARITIESFOR HEALTHCARE.$100,000
YWCA NORTHEASTERN MASSACHUSETTS
38 LAWRENCE STREETLAWRENCEMA01840NONEPUBLIC CHARITIESFOR YOUTH PROGRAMMING.$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$860,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$64,411ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Exclusion14ExclusionCd
Exclusion$1,266,825ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Business523000BusinessCd
Exclusion16ExclusionCd
Exclusion-$40,440ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Exclusion01ExclusionCd
Exclusion$232,280ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Exclusion18ExclusionCd
Exclusion$3,185,025ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,708,101ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,708,101TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING SERVICES AND TAX PREPARATION$90,000$54,000$36,000
CONSULTING$128,100$76,860$51,240

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (23 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
SOFTWARE2003-06-27$24,769$24,769SL5.000000000000$0$0
WEBSITE DEVELOPMENT2007-06-15$11,854$11,854200DB3.000000000000$0$0
FURNITURE2007-07-01$3,475$3,475SL7.000000000000$0$0
COMPUTER EQUIPMENT2007-07-01$12,127$12,127SL5.000000000000$0$0
EQUIPMENT2008-01-17$3,297$3,297SL5.000000000000$0$0
FURNITURE2009-01-12$790$790SL7.000000000000$0$0
FURNITURE2009-12-16$880$880SL7.000000000000$0$0
WEBSITE DEVELOPMENT2009-10-01$6,602$6,602SL3.000000000000$0$0
HP COMPUTER BUNDLE2010-07-31$21,395$21,395SL5.000000000000$0$0
CYBER GRANTS SOFTWARE2010-04-21$19,250$19,250SL5.000000000000$0$0
ENVIRONMENT @ WORK BUNDLE2010-07-31$58,273$58,273SL7.000000000000$0$0
LEASEHOLD IMPROVEMENTS2010-07-31$119,021$119,021SL5.000000000000$0$0
WEB SITE2011-03-30$1,955$1,955SL3.000000000000$0$0
LEASEHOLD IMPROVEMENTS2011-06-17$1,063$1,063SL5.000000000000$0$0
FURNITURE2011-07-15$8,909$8,909SL7.000000000000$0$0
LEASEHOLD IMPROVEMENTS2011-05-06$4,350$4,350SL5.000000000000$0$0
COMPUTER ROUTER2013-01-29$1,213$1,213SL5.000000000000$0$0
BACK UP UNIT2014-10-08$2,500$2,500SL5.000000000000$0$0
NEW COMPUTER SERVER2015-10-01$14,577$13,117SL5.000000000000$1,460$0
DELL COMPUTER2016-04-03$1,015$711SL5.000000000000$203$0
WEB SITE2016-02-24$28,850$28,850SL3.000000000000$0$0
COMPUTER EQUIPMENT2017-07-19$1,520$760SL5.000000000000$304$0
COMPUTER EQUIPMENT2019-04-23$1,506$151SL5.000000000000$301$0

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdShort ExplanationShortExplanationTxtDissolutionDissolutionAmt
HIGHLAND PARTNERS CHARITABLE FUND
226 KENT ROADWABANMA02468CASH$139,734
C MCGRATH DONOR ADVISED FUND
71 FAIRWAY CIRCLENATICKMA01760CASH$69,887

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (3 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
SUBORDINATE CONSOLIDATION EXPLANATIONFORM 990-PFUNDER SECTION 1504(E), TWO OR MORE ORGANIZATIONS EXEMPT FROM TAXATION UNDER SECTION 501 - ONE OR MORE OF WHICH IS DESCRIBED IN SECTION 501(C)(2) AND THE OTHERS OF WHICH DERIVE INCOME FROM SUCH 501(C)(2) ORGANIZATIONS, SHALL BE CONSIDERED AS INCLUDIBLE CORPORATIONS FOR THE PURPOSE OF THE APPLICATION OF SUBSECTION (A) TO SUCH ORGANIZATION ALONE. AS A RESULT A 501(C)(2) MAY FILE A CONSOLIDATED INCOME TAX RETURN WITH ITS TAX-EXEMPTPARENT.THIS CONSOLIDATED RETURN CONTAINS THE TAX INFORMATION FOR:THE HIGHLAND STREET CONNECTION 04-3048298 PARENT 501(C)(3)REAL ESTATE EDUCATIONAL FACILITIES, INC. 04-3552218 SUBSIDIARY 501(C)(2)ELEPHANT HOUSE FOUNDATION, INC. 41-2031284 SUBSIDIARY 501(C)(2)
PART VII-B, LINE 1A(4)FORM 990-PF, PART VII-B, LINE 1A(4)THE TRUSTEES ARE REIMBURSED BY HIGHLAND STREET FOR EXPENSES THEY INCUR IN CARRYING OUT THE EXEMPT PURPOSE OF THE ORGANIZATION.
PART VII-B, LINE 1A(5)FORM 990-PF, PART VII-B, LINE 1A(5)IN 2020, THE FOUNDATION DISTRIBUTED $139,734 OF CASH TO HIGHLAND PARTNERS CHARITABLE FUND, A 501(C)(3) ORGANIZATION FOUNDED BY FORMER TRUSTEES, IN ACCORDANCE WITH THE FOUNDATION RESTRUCTURING AND SETTLEMENT AGREEMENT AND SUBSEQUENT STIPULATION OF DISMISSAL WITH PREJUDICE, DATED DECEMBER 12, 2018.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BOSTON PARTNERS EQUITIES$3,624,225$4,710,835
SANDS CAPITAL MANAGEMENT$1,932,273$4,731,730
SYKES DATRONICS$3,055$3,055
BROAD RUN FOCUS$2,252,710$3,498,952

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (12 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
COLLECTIBLES AND ARTWORKAT COST$38,291$38,291
FIRST RESERVE FUND XIIFMV$75,027$9,630
LEXINGTON CAPITAL PARTNERSFMV$661,840$411,787
INVESTMENT - REITSFMV$2,232$26,838
SPECIAL OPPORTUNITIES FUND IIIFMV$139,359$170,676
PATRON CAPITAL III & IVFMV$443,711$182,283
SANKATY CREDIT OPPORTUNITIES (OFFSHORE) IVFMV$83,513$48,442
VANGUARD EMERGING MKT STOCK INDEXFMV$2,082,527$2,524,633
VANGUARD FIXED 500 INDEXFMV$3,819,731$4,622,053
DOUBLE LINE TOTAL RETURN FIXED INCOMEFMV$4,184,401$4,077,695
IR&M US BANKFMV$4,219,481$4,251,693
VANGUARD FIXED INCOMEFMV$3,505,520$3,515,071

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (23 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
SOFTWARE$24,769$24,769$0
WEBSITE DEVELOPMENT$11,854$11,854$0
FURNITURE$3,475$3,475$0
COMPUTER EQUIPMENT$12,127$12,127$0
EQUIPMENT$3,297$3,297$0
FURNITURE$790$790$0
FURNITURE$880$880$0
WEBSITE DEVELOPMENT$6,602$6,602$0
HP COMPUTER BUNDLE$21,395$21,395$0
CYBER GRANTS SOFTWARE$19,250$19,250$0
ENVIRONMENT @ WORK BUNDLE$58,273$58,273$0
LEASEHOLD IMPROVEMENTS$119,021$119,021$0
WEB SITE$1,955$1,955$0
LEASEHOLD IMPROVEMENTS$1,063$1,063$0
FURNITURE$8,909$8,909$0
LEASEHOLD IMPROVEMENTS$4,350$4,350$0
COMPUTER ROUTER$1,213$1,213$0
BACK UP UNIT$2,500$2,500$0
NEW COMPUTER SERVER$14,577$14,577$0
DELL COMPUTER$1,015$914$101
WEB SITE$28,850$28,850$0
COMPUTER EQUIPMENT$1,520$1,064$456
COMPUTER EQUIPMENT$1,506$452$1,054

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationIN 2019, THE FOUNDATION DISTRIBUTED 53% OF ITS ASSETS TO HIGHLAND PARTNERS CHARITABLE FUND, A 501(C)(3) CORPORATION FOUNDED BY FORMER TRUSTEES, AND A DONOR ADVISED FUND OF A FORMER TRUSTEE IN ACCORDANCE WITH THE FOUNDATION RESTRUCTURING AND SETTLEMENT AGREEMENT AND SUBSEQUENT STIPULATION OF DISMISSAL WITH PREJUDICE, DATED DECEMBER 12, 2018. IN 2020, CASH TOTALING $209,621 WERE DISTRIBUTED IN RELATION TO THE AGREEMENT.ExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$4,581LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,581DisbursementsCharitablePrpsAmt

Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch

Note Payable NotePayableGrp (2 entries)

Insider RelationshipInsiderRelationshipTxtLoan OriginalLoanOriginalAmtBalance DueBalanceDueAmtRepayment TermsRepaymentTermsTxtInterestInterestRtSecurity Provided BorrowerSecurityProvidedBorrowerTxtLoan PurposeLoanPurposeTxtLender ConsiderationLenderConsiderationDescNoteNoteDt
NATIONAL PHILANTHROPIC TRUST
DONOR ADVISED FUND OF FORMER TRUSTEE$6,258,000$4,172,0003 YEARS6.500000000000CASH AND SECURITIESNOTE IN LIEU OF DISTRIBUTION OF ILLIQUID ASSETSCASH AND SECURITIES
US BANK (LINE OF CREDIT)
NONE$6,000,000$6,000,000DEMAND1.050000000000CASH AND SECURITIES IN INVESTMENT ACCOUNTLEND TO 501(C)(3) - SEE NOTES RECEIVABLECASH AND SECURITIES2020-03

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT - PARTNERSHIPSDesc
BOY Book Value$37,291,571BOYBookValueAmt
EOY Book Value$36,312,510EOYBookValueAmt
EOYFMV$44,409,604EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescHIGHLAND PARTNERS CHARITABLE FUND UNDER EXPENDITURE RESPONSIBILITY AGREEMENTDesc
Amt$139,734Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (25 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$4,067$0$4,064
OFFICE SUPPLIES AND EXPENSES$5,666$0$5,666
PORTFOLIO DEDUCTIONS - K-1'S$464,694$464,694$0
TELEPHONE$7,095$0$7,095
NONDEDUCTIBLE PORTION OF DONATIONS$500$0$500
POSTAGE AND COURIER SERVICE$3,656$0$3,656
INSURANCE$32,924$0$32,924
EXPENSES RELATED TO TADPOLE PLAYGROUND & PROGRAMS$7,941$0$7,941
DUES AND SUBSCRIPTIONS$5,993$0$5,993
DONATIONS PER K-1'S$235$0$235
COMPUTER & WEB EXPENSES$22,592$0$22,592
COMMUNITY IMPACT CONSULTANTS PROGRAM$139,725$0$139,725
PHOTOCOPIER LEASE$4,642$0$4,642
SECURITY$3,403$0$3,403
PAYROLL FEES$6,038$0$6,038
HOLIDAY PROGRAM$29,567$0$29,567
59(E)(2) EXPENDITURES PER K-1'S$15,789$15,789$0
FREE FUN FRIDAYS PROGRAM$6,549$0$6,549
HIGHLAND HAT TRICKS - BRUINS$448$0$448
HIGHLAND HOOPS - CELTICS$564$0$564
ROYALTY EXPENSES PER K-1'S$13,738$13,738$0
MAINTENANCE$42$0$42
2020 PANDEMIC & FALL INITIATIVE$32,889$0$32,889
NONDEDUCTIBLE EXPENSES FROM K-1S$19,073$0$0
NET RENTAL LOSS PER K-1S$40,441$40,441$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ROYALTY INCOME PER K-1'S$21,523$21,523$21,523
OTHER LOSSES PER K-1'S-$179,320-$179,320-$179,320
CANCELLATION OF DEBT PER K-1'S$12,452$12,452$12,452
SEC 988 PER K-1'S-$4,777-$4,777-$4,777
OTHER PORTFOLIO INCOME PER K-1'S$3,495$3,495$3,495
OTHER INVESTMENT INCOME-$25,038-$25,038-$25,038
SEC 1296 PER K-1'S$400,149$400,149$400,149
OTHER INCOME$3,796$3,796$3,796

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
CREDIT CARD PAYABLE$19,699$2,630
EMPLOYEE WITHHOLDINGS - FSA$511$942

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$150,000$150,000$0
INVESTMENT FEES$190,917$190,917$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FED EXCISE TAX ON INVEST INCOME & UBTI$78,743$0$0
MASS FORM PC & ANNUAL REPORTS$600$600$0
FOREIGN TAX WITHHELD$65,644$65,644$0
PAYROLL TAXES$52,647$3,930$48,717
OTHER TAX PAYMENTS$55,643$55,643$0