WILD GEESE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WILD GEESE FOUNDATION INC (EIN 26-4607134)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-15
- IRS object ID
- 202123199349101747
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T09:19:58-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043191789 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MP PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MONARCH PLACE | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264607134 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILD GEESE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILD | BusinessNameControlTxt |
| Phone | 6173206635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1151 MASSACHUSETTS AVENUE | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUE HYDE | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6173206635 | PhoneNum |
| Signature | 2021-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUE | PersonFirstNm |
| Person Last | HYDE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA G BEHAN | PreparerPersonNm |
| PTIN | P00633676 | PTIN |
| Phone | 4137391800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,527,269 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $168,644 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $168,644 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,023,680 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,903,683 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,023,680 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38,726 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $38,726 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,231,050 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,231,050 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $110,770 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $24,931 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,162 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,345 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,095 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,123 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,888 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $112,283 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $95,049 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $298,828 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $123,632 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $899,998 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $899,998 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,198,826 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $123,632 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $899,998 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,224 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,107,418 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,026 | CashBOYAmt |
| Cash EOY | $7,041 | CashEOYAmt |
| Cash EOYFMV | $7,041 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $841,657 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $953,913 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $953,913 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,946,530 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,049,534 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,727,363 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,155,720 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,231,661 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,814,403 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $941,600 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $785,711 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $812,388 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,161 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,161 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,110 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,110 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $305,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $205,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $205,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,210,533 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,240,021 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,527,269 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,873,766 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,873,766 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$663,233 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$633,745 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,210,533 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,240,021 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,210,533 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,240,021 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,210,533 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,224 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,242,757 | SubtotalAmt |
| Other Decreases | $2,736 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,240,021 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NORTHSTAR ASSET MANAGEMENT - AVAILABLE UPON REQUEST | P | 2019-01-01 | 2020-12-31 | $2,846,877 | $1,838,911 | $1,007,966 | $1,007,966 |
| NORTHSTAR ASSET MANAGEMENT - AVAILABLE UPON REQUEST | P | 2020-01-01 | 2020-12-31 | $56,806 | $41,092 | $15,714 | $15,714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,023,680 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,393 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,393 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,393 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,480 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,913 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WILDGEESEFDN.ORG | WebsiteAddressTxt |
| Individual With Books | NORTHSTAR ASSET MANAGEMENT | IndividualWithBooksNm |
| Phone | 6175222635 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 301840 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021300016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SARA G WHITMAN | ||||||||
| 37 K STREET | HULL | MA | 02045 | PRESIDENT/TREASURER | 10.00 | $0 | $0 | $0 |
| SUE HYDE | ||||||||
| 180 PEARL STREET | CAMBRIDGE | MA | 02139 | SECRETARY | 40.00 | $110,770 | $24,931 | $0 |
| BENJAMIN COWEN-WHITMAN | ||||||||
| 37 K STREET | HULL | MA | 02045 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| ZACHARY COWEN-WHITMAN | ||||||||
| 37 K STREET | HULL | MA | 02045 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JACOB COWEN-WHITMAN | ||||||||
| 37 K STREET | HULL | MA | 02045 | DIRECTOR | 1.00 | $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 |
|---|---|---|---|---|---|
| NORTHSTAR ASSET MANAGEMENT | |||||
| PO BOX 301840 | BOSTON | MA | 02130 | INVESTMENT ADVISOR | $95,049 |
| MORGAN STANLEY | |||||
| 35 VILLAGE ROAD STE 601 | MIDDLETON | MA | 01949 | CUSTODY OF FUNDS | $20,095 |
| MP PC | |||||
| ONE MONARCH PLACE SUITE 900 | SPRINGFIELD | MA | 01144 | ACCOUNTANTS | $5,200 |
| 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 | $11,631,379 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,080,385 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,711,764 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,711,764 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $190,676 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,521,088 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $626,054 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $626,054 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,393 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,393 | TotalTaxAmt |
| Distributable Before Adj | $610,661 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $610,661 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $610,661 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $899,998 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $899,998 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $899,998 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $610,661 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $175,843 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $154,806 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $76,539 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $297,378 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $428,106 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,132,672 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $899,998 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $610,661 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $289,337 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,422,009 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $175,843 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,246,166 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $154,806 | ExcessFromYear4Amt |
| Excess From Year3 | $76,539 | ExcessFromYear3Amt |
| Excess From Year2 | $297,378 | ExcessFromYear2Amt |
| Excess From Year1 | $428,106 | ExcessFromYear1Amt |
| Excess From Current Year | $289,337 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUE HYDE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1151 MASSACHUSETTS AVENUE | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6173206635 | RecipientPhoneNum |
| Recipient Email Address | WILDGEESEFDN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (86 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| A STEP AHEAD CHATTANOOGA | ||||||||||
| 9527 W RIDGE TRAIL ROAD | SODDYDAISY | TN | 37379 | GENERAL PURPOSE | $15,000 | |||||
| ABORTION CARE NETWORK | ||||||||||
| PO BOX 16323 | MINNEAPOLIS | MN | 55416 | GENERAL PURPOSE | $10,000 | |||||
| AFRICAN CULTURAL SERVICES INC | ||||||||||
| 46 ELSON ROAD | WALTHAM | MA | 02451 | GENERAL PURPOSE | $17,500 | |||||
| ALASKA COMMUNITY ACTION ON TOXICS | ||||||||||
| 1225 E INTERNATIONAL AIRPORT RD STE | ANCHORAGE | AK | 99518 | GENERAL PURPOSE | $5,000 | 220 | ||||
| ALLIED MEDIA PROJECTS | ||||||||||
| 4126 THIRD STREET | DETROIT | MI | 48201 | GENERAL PURPOSE | $5,000 | |||||
| APPRENTICE LEARNING | ||||||||||
| 743-745 CENTRE ST | JAMAICA PLAIN | MA | 02130 | GENERAL PURPOSE | $10,000 | |||||
| ARISE FOR SOCIAL JUSTICE | ||||||||||
| 38 SCHOOL STREET | SPRINGFIELD | MA | 01105 | GENERAL PURPOSE | $20,000 | |||||
| ASIAN AMERICAN RESOURCE WORKSHOP | ||||||||||
| 42 CHARLES STREET | DORCHESTER | MA | 02122 | GENERAL PURPOSEGENERAL PURPOSE | $10,000 | |||||
| ASIAN AMERICAN WOMEN'S POLITICAL INITIATIVE | ||||||||||
| 885 WASHINGTON STREET | BOSTON | MA | 02111 | GENERAL PURPOSE | $5,000 | |||||
| BOSTON AREA GLEANERS | ||||||||||
| 91 MARTIN STREET | ACTON | MA | 01720 | GENERAL PURPOSE | $5,000 | |||||
| BOSTON FOOD FOREST COALLITION | ||||||||||
| 23 EGLESTON ST | JAMAICA PLAIN | MA | 02130 | GENERAL PURPOSE | $10,000 | |||||
| BUILDING AUDACITY | ||||||||||
| 75 ALLEN AVENUE | LYNN | MA | 01902 | GENERAL PURPOSE | $25,000 | |||||
| CAMP TEN TREES | ||||||||||
| 1122 E PIKE ST 1488 | SEATTLE | WA | 98122 | GENERAL PURPOSE | $5,000 | |||||
| CAPE SPLIT CHAPEL | ||||||||||
| 62 CAPE CIRCLE ROAD | ADDISON | ME | 04606 | GENERAL PURPOSE | $1,500 | |||||
| CAROLINA YOUTH ACTION | ||||||||||
| PO BOX 20961 | CHARLESTON | SC | 29413 | GENERAL PURPOSE | $20,000 | |||||
| CHELSEA COLLABORATIVE | ||||||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | GENERAL PURPOSE | $50,000 | |||||
| CITY SCHOOL | ||||||||||
| 860 N 24TH STREET | PHILADELPHIA | PA | 19130 | GENERAL PURPOSE | $20,000 | |||||
| COMMON COUNSEL FOUNDATION | ||||||||||
| 1624 FRANKLIN ST 1022 | OAKLAND | CA | 94612 | GENERAL PURPOSE | $5,000 | |||||
| COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE | ||||||||||
| ONE SUGARLOAF STREET | S DEERFIELD | MA | 01373 | GENERAL PURPOSE | $10,000 | |||||
| COOPERATIVE FUND OF NEW ENGLAND | ||||||||||
| 5533 PEDEN POINT ROAD | WILMINGTON | NC | 28409 | GENERAL PURPOSE | $10,000 | |||||
| EAST MICHIGAN ENVIRONMENTAL COUNCIL | ||||||||||
| 54605 CASS AVENUE | DETROIT | MI | 48201 | GENERAL PURPOSE | $5,000 | |||||
| EMPOWER MONTANA | ||||||||||
| 1124 CEDAR STREET | MISSOULA | MT | 59802 | GENERAL PURPOSE | $10,000 | |||||
| ENLACE DE FAMILIAS | ||||||||||
| 299 MAIN STREET | HOLYOKE | MA | 01040 | GENERAL PURPOSE | $5,000 | |||||
| EQUALITY MAINE FOUNDATION | ||||||||||
| 511 CONGRESS STREET | PORTLAND | ME | 04101 | GENERAL PURPOSE | $10,000 | |||||
| ESPERANZA ACADEMY | ||||||||||
| 198 GARDEN STREET | LAWRENCE | MA | 01840 | GENERAL PURPOSE | $10,000 | |||||
| FAMILIES FOR JUSTICE AS HEALING | ||||||||||
| 100 R WARREN ST | ROXBURY | MA | 02119 | GENERAL PURPOSE | $15,000 | |||||
| FOOD PROJECT | ||||||||||
| 556 DUDLEY STREET | DORCHESTER | MA | 02125 | GENERAL PURPOSE | $10,000 | |||||
| FRANKLIN COUNTY COMMUNITY CORP | ||||||||||
| 324 WELLS AVENUE | GREENFIELD | MA | 01301 | GENERAL PURPOSE | $10,000 | |||||
| FREEHOLD ART EXCHANGE | ||||||||||
| 421 PLATTEKILL ROAD | FREEHOLD | NY | 10018 | GENERAL PURPOSE | $5,000 | |||||
| FUNDERS FOR LGBTQ ISSUES | ||||||||||
| 104 WEST 29TH STREET | NEW YORK | NY | 10001 | GENERAL PURPOSE | $2,750 | |||||
| GENDER BENDERS | ||||||||||
| 302 IVY ACRES DRIVE | PIEDMONT | SC | 29673 | GENERAL PURPOSE | $10,000 | |||||
| GERBERHART LIBRARY AND ARCHIVES | ||||||||||
| 6500 N CLARK STREET | CHICAGO | IL | 60626 | GENERAL PURPOSE | $5,000 | |||||
| GIRLS INC OF GREATER LOWELL | ||||||||||
| 220 WORTHEN STREET | LOWELL | MA | 01854 | GENERAL PURPOSE | $5,000 | |||||
| GREEN ROOTS | ||||||||||
| 227 MARGINA ST 1 | CHELSEA | MA | 02150 | GENERAL PURPOSE | $10,000 | |||||
| HADWEN PARK CHURCH | ||||||||||
| 6 CLOVER STREET | WORCESTER | MA | 01603 | GENERAL PURPOSE | $17,000 | |||||
| HALEY HOUSE SOUP KITCHEN | ||||||||||
| 23 DARTMOUTH STREET | BOSTON | MA | 02116 | GENERAL PURPOSE | $10,000 | |||||
| HARDY GIRLS HEALTHY WOMEN | ||||||||||
| 10 WATER STREET | WATERVILLE | ME | 04901 | GENERAL PURPOSE | $5,000 | |||||
| INTERACT | ||||||||||
| 365 BOSTON POST ROAD | SUDBURY | MA | 01776 | GENERAL PURPOSE | $10,000 | |||||
| LAWYERS COMMITTEE FOR CIVIL RIGHTS | ||||||||||
| 61 BATTERY MARCH ST | BOSTON | MA | 02110 | GENERAL PURPOSE | $25,000 | |||||
| LGBT COMMUNITY CENTER COALITION | ||||||||||
| 1306 N 3RD ST | HARRISBURG | PA | 17102 | GENERAL PURPOSE | $5,000 | |||||
| LITTLETON COMMUNITY FARM | ||||||||||
| PO BOX 1186 | LITTLETON | MA | 01460 | GENERAL PURPOSE | $4,000 | |||||
| LOVIN SPOONFULS | ||||||||||
| 1304 COMMONWEALTH AVE | BOSTON | MA | 02134 | GENERAL PURPOSE | $5,000 | |||||
| MABEL WADSWORTH CENTER | ||||||||||
| 700 MT HOPE AVE 420 | BANGOR | ME | 04401 | GENERAL PURPOSE | $5,000 | |||||
| MAVEN LEADERSHIP COLLECTIVE | ||||||||||
| 1951 NW 7TH AVE | MIAMI | FL | 33136 | GENERAL PURPOSE | $5,000 | |||||
| MILL CITY GROWS | ||||||||||
| 650 SUFFOLK ST STE G10 | LOWELL | MA | 01854 | GENERAL PURPOSE | $5,000 | |||||
| MISSISSIPPI SAFE SCHOOLS COALITION | ||||||||||
| PO BOX 3442 | JACKSON | MS | 39207 | GENERAL PURPOSE | $5,000 | |||||
| MNI WICHONI NAKICIZON | ||||||||||
| PO BOX 357 | MCLAUGHLIN | SD | 57642 | GENERAL PURPOSE | $8,000 | |||||
| MONTANA TWO SPIRIT SOCIETY | ||||||||||
| PO BOX 7514 | MISSOULA | MT | 59807 | GENERAL PURPOSE | $5,000 | |||||
| MOVEMENT ADVANCEMENT | ||||||||||
| 3020 CARBON PLACE | BOULDER | CO | 80301 | GENERAL PURPOSE | $50,000 | |||||
| NATIONAL LGBTQ TASK FORCE | ||||||||||
| 1325 MASS AVE NW | WASHINGTON | DC | 20005 | GENERAL PURPOSEGENERAL PURPOSE | $13,000 | |||||
| NATIONAL QUEER ASIAN PACIFIC ISLANDER ALLIANCE | ||||||||||
| 233 5TH AVENUE | NEW YORK | NY | 10016 | GENERAL PURPOSE | $15,000 | |||||
| NATIVE AMERICAN COMMUNITY ACTION | ||||||||||
| 2717 N STEVES BLVD STE 11 | FLAGSTAFF | AZ | 86004 | GENERAL PURPOSE | $10,000 | |||||
| NATIVE JUSTICE COALITION | ||||||||||
| GENERAL PURPOSE | $10,000 | PO BOX 1052M | NABUSTEEM | NU | 49660 | |||||
| NIPMUCK INDIAN DEVELOPMENT CORP | ||||||||||
| 80 BRIGHAM HILL ROAD | GRAFTON | MA | 01519 | GENERAL PURPOSE | $10,000 | |||||
| OLD CAMBRIDGE BAPTIST | ||||||||||
| 1151 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | GENERAL PURPOSE | $4,748 | |||||
| OUT BOULDER COUNTY | ||||||||||
| 620 MAIN STREET | LONGMONT | CO | 80501 | GENERAL PURPOSE | $6,000 | |||||
| OUT IN THE OPEN | ||||||||||
| PO BOX 1685 | BRATTLEBORO | VT | 05301 | GENERAL PURPOSE | $5,000 | |||||
| PETERSHAM FRIDAY MARKET | ||||||||||
| PO BOX 854 | PETERSHAM | MA | 01366 | GENERAL PURPOSE | $5,000 | |||||
| PRO-CHOICE MASSACHUSETTS | ||||||||||
| 15 COURT SQUARE | BOSTON | MA | 02108 | GENERAL PURPOSE | $15,000 | |||||
| REGIONAL ENVIRONMENTAL COUNCIL INC | ||||||||||
| PO BOX 255 | WORCESTER | MA | 01613 | GENERAL PURPOSE | $5,000 | |||||
| RESILIENT SISTERHOOD PROJECT | ||||||||||
| 566 COLUMBUS AVE STE 3A | BOSTON | MA | 02118 | GENERAL PURPOSE | $5,000 | |||||
| RVC SEATTLE | ||||||||||
| 1225 S WELLER ST 400 | SEATTLE | WA | 98144 | GENERAL PURPOSE | $10,000 | |||||
| SAM & DEVORAH RETREAT FOR TRANS YOUTH INC | ||||||||||
| 10 FAIRMOUNT AVENUE | CHATHAM | NJ | 10007 | GENERAL PURPOSE | $15,000 | |||||
| SERO PROJECT | ||||||||||
| PO BOX 1233 | MILFORD | PA | 18337 | GENERAL PURPOSE | $10,000 | |||||
| SIECUS SEX ED FOR SOCIAL CHANGE | ||||||||||
| 1012 14TH STREET NW | WASHINGON | DC | 20005 | GENERAL PURPOSE | $5,000 | |||||
| SOMOS FAMILIA | ||||||||||
| 2323 BROADWAY | OAKLAND | CA | 94612 | GENERAL PURPOSE | $5,000 | |||||
| SOUL TO SOUL SISTERS | ||||||||||
| PO BOX 7632 | DENVER | CO | 80207 | GENERAL PURPOSE | $5,000 | |||||
| SOUTH COAST LGBTQ NETWORK | ||||||||||
| PO BOX 8473 | NEW BEDFORD | MA | 02740 | GENERAL PURPOSE | $5,000 | |||||
| SOUTH SUDANESE ENRICHMENT FOR FAMILIES | ||||||||||
| PO BOX 492 | LINCOLN | MA | 01773 | GENERAL PURPOSE | $8,000 | |||||
| SOUTHERN ARIZONA AIDS | ||||||||||
| 375 S EUCLID AVE | TUCSON | AZ | 85719 | GENERAL PURPOSE | $5,000 | |||||
| SOUTHSIDE PRESBYTERIAN CHURCH | ||||||||||
| 317 WEST 23RD STREET | TUCSON | AZ | 85713 | GENERAL PURPOSE | $15,000 | |||||
| SPENCER PRIDE | ||||||||||
| 17 E FRANKLIN STREET | SPENCER IN | IN | 47460 | GENERAL PURPOSE | $7,500 | |||||
| SPONTANEOUS CELEBRATIONS FBO BEANTOWN SOCIETY | ||||||||||
| 45 DANFORTH STREET | JAMAICA PLAIN | MA | 02130 | GENERAL PURPOSE | $5,000 | |||||
| STEP UP FOR MENTAL HEALTH | ||||||||||
| PO BOX 477852 | CHICAGO | IL | 60647 | GENERAL PURPOSE | $15,000 | |||||
| SWOP USA | ||||||||||
| 340 S LEMON AVENUE | WALNUT | CA | 91789 | GENERAL PURPOSE | $30,000 | |||||
| THE DIVERSITY CENTER SANTA CRUZ COUNTY | ||||||||||
| 1117 SOQUEL AVE | SANTA CRUZ | CA | 95062 | GENERAL PURPOSE | $5,000 | |||||
| TIDES CENTER | ||||||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94120 | GENERAL PURPOSE | $5,000 | |||||
| TRANSGENDER LEGAL DEFENSE & EDUCATION FUND | ||||||||||
| 20 WEST 20TH ST STE 705 | NEW YORK | NY | 10011 | GENERAL PURPOSE | $10,000 | |||||
| TSNE MISSION WORKS | ||||||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | GENERAL PURPOSE | $30,000 | |||||
| UNITARIAL UNIVERSALIST MASS ACTION | ||||||||||
| 40 MECHANIC STREET | MARLBOROUGH | MA | 01752 | GENERAL PURPOSE | $5,000 | |||||
| URBAN FARMING INSTITUTE | ||||||||||
| 487 NORFOLK ST | MATTAPAN | MA | 02126 | GENERAL PURPOSE | $10,000 | |||||
| WAVES AHEAD | ||||||||||
| 250 FORTALEZA ST STE 402 | OLD SAN JUAN | PR | 00901 | GENERAL PURPOSE | $10,000 | |||||
| WE ARE FAMILY COMMUNITY DEVELOPMENT | ||||||||||
| 8615 CHURCH LANE | RANDALLSTOWN | MD | 21133 | GENERAL PURPOSE | $10,000 | |||||
| WELLSPRING COOPERATIVE CORP | ||||||||||
| 143 MAIN STREET | SPRINGFIELD | MA | 01105 | GENERAL PURPOSE | $10,000 | |||||
| WITNESS TO MASS INCARCERATION | ||||||||||
| 111 W 71ST ST APT H | NEW YORK | NY | 10023 | GENERAL PURPOSE | $15,000 | |||||
| WOMEN'S REPRODUCTIVE RIGHTS ASSISTANCE PROJ | ||||||||||
| PO BOX 170280 | BOSTON | MA | 02117 | GENERAL PURPOSE | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $899,998 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $168,644 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,726 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,023,680 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,231,050 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,231,050 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,200 | Amt |
| Net Investment Income | $2,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $785,711 | EOYBookValueAmt |
| EOYFMV | $812,388 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $3,231,661 | EOYBookValueAmt |
| EOYFMV | $8,814,403 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,049,534 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,727,363 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BROOKFIELD | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $7,161 | BookValueAmt |
| EOYFMV | $7,161 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE | CategoryTxt |
| Legal Fees | $1,162 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRI - BLUE HUBLOAN FUND | $100,000 | $0 | $0 |
| PRI - SUN FINANCING | $100,000 | $100,000 | $100,000 |
| PRI - CERO'S GREEN JOB PLAN | $5,000 | $5,000 | $5,000 |
| PRI - PV GROWS | $50,000 | $50,000 | $50,000 |
| PRI - COOPERATIVE FUND OF NE | $25,000 | $25,000 | $25,000 |
| BII SOLIDARITY | $25,000 | $25,000 | $25,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO HANNON ARMSTRONG COST BASIS | Desc |
| Amt | $2,736 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NORTHSTAR ADVISOR FEES | $95,049 | $95,049 | $0 |
| PAYROLL PROCESSING FEE | $3,664 | $0 | $0 |
| OFFICE EXPENSE | $495 | $0 | $0 |
| POSTAGE | $245 | $0 | $0 |
| PHONE/INTERNET | $7,393 | $0 | $0 |
| SUBSCRIPTIONS | $355 | $0 | $0 |
| DUES | $4,425 | $0 | $0 |
| BROOKFIELD EXPENSES (NON-DEDUCTIBLE) | $657 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME-BROOKFIELD RENEWABLE CL A | Desc |
| Revenue And Expenses Per Books | $38,726 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $38,726 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $38,726 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CUSTODIAN FEES | $20,095 | $20,095 | $0 |
| CONSULTING FEES | $250 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $5,888 | $5,888 | $0 |
| TAX PAID | $15,089 | $0 | $0 |
| MASS STATE TAX | $70 | $0 | $0 |
| PAYROLL TAXES | $3,076 | $0 | $0 |