STRATEGIC GRANT PARTNERS INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: STRATEGIC GRANT PARTNERS INC (EIN 46-0512638)
Tax period: 2020-07-01 to 2021-06-04
Filed: 2021-08-05
IRS object ID: 202132179349100813
Schema version: 2020v4.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Dissolution Stmt
Expln Of Non Filing With AG Stmt
Gain Loss Sale Other Assets Sch
General Explanation Attachment
Liquidation Explanation Stmt
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-08-05T11:17:52-05:00	ReturnTs
Tax Period End	2021-06-04	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	042206126	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RAPHAEL AND RAPHAEL LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	165 THORNDIKE STREET SUITE 5001	AddressLine1Txt
City	LOWELL	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01852	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	460512638	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	STRATEGIC GRANT PARTNERS INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	STRA	BusinessNameControlTxt
Phone	8572026230	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	177 HUNTINGTON AVENUE NO 1500	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02115	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOANNA JACOBSON	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8572026230	PhoneNum
Signature	2021-08-05	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JOANNA	PersonFirstNm
Person Last	JACOBSON	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	GARRY T NICHOL	PreparerPersonNm
PTIN	P00697789	PTIN
Phone	6172101200	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)
PF Status Term Sect507b1 A	Yes (X)	PFStatusTermSect507b1AInd
Final Return	Yes (X)	FinalReturnInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$0	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,774,998	ContriRcvdRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss	-$101,432	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$9,844	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,673,566	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$49,501	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$49,501	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$8,238	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$8,238	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$13,290	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$13,290	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$40,700	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$40,700	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$1,198	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$0	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$1,198	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$1,000	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$1,000	TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss	$4,356	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$0	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$4,356	OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss	$2,672	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$2,672	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$120,955	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$120,955	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,797,101	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,797,101	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,918,056	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,918,056	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$244,490	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$106,664	CashBOYAmt
Land BOY	$111,277	LandBOYAmt
Land EOY	$0	LandEOYAmt
Land EOYFMV	$0	LandEOYFMVAmt
Other Assets BOY	$32,717	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$250,658	TotalAssetsBOYAmt
Total Assets EOY	$0	TotalAssetsEOYAmt
Total Assets EOYFMV	$0	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$6,168	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$0	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$6,168	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$244,490	RetainedEarningBOYAmt
Retained Earning EOY	$0	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$244,490	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$0	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$250,658	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$0	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$244,490	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$244,490	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$0	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$0	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$0	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$0	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	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	$0	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$0	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	Yes (1)	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	0	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	STRATEGICGRANTPARTNERS.ORG	WebsiteAddressTxt
Individual With Books	ANNA SIKORSKY DIRECTOR OPADMIN	IndividualWithBooksNm
Phone	8572026225	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	177 HUNTINGTON AVENUE SUITE 1500	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02115	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 (13 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
JOANNA JACOBSON
177 HUNTINGTON AVENUE NO 1500	BOSTON	MA	02115	PRESIDENT AND DIRECTOR	20.00	$951	$1,620	$588
MICHAEL P STANSKY
177 HUNTINGTON AVENUE NO 1500	BOSTON	MA	02115	TREASURER AND DIRECTOR	2.00	$0	$0	$0
PHILLIP GROSS
177 HUNTINGTON AVENUE NO 1500	BOSTON	MA	02115	CLERK AND DIRECTOR	1.00	$0	$0	$0
JOSHUA BEKENSTEIN
177 HUNTINGTON AVENUE NO 1500	BOSTON	MA	02115	DIRECTOR	1.00	$0	$0	$0
DENISE DUPRE
177 HUNTINGTON AVENUE NO 1500	BOSTON	MA	02115	DIRECTOR	1.00	$0	$0	$0
SANDRA EDGERLEY
177 HUNTINGTON AVENUE NO 1500	BOSTON	MA	02115	DIRECTOR	1.00	$0	$0	$0
MICHAEL EISENSON
177 HUNTINGTON AVENUE NO 1500	BOSTON	MA	02115	DIRECTOR	1.00	$0	$0	$0
MICHAEL FRIEZE
177 HUNTINGTON AVENUE NO 1500	BOSTON	MA	02115	DIRECTOR	1.00	$0	$0	$0
WILLIAM HELMAN
177 HUNTINGTON AVENUE NO 1500	BOSTON	MA	02115	DIRECTOR	1.00	$0	$0	$0
BETH KLARMAN
177 HUNTINGTON AVENUE NO 1500	BOSTON	MA	02115	DIRECTOR	1.00	$0	$0	$0
MARTIN MANNION
177 HUNTINGTON AVENUE NO 1500	BOSTON	MA	02115	DIRECTOR	1.00	$0	$0	$0
MAURICE SAMUELS
177 HUNTINGTON AVENUE NO 1500	BOSTON	MA	02115	DIRECTOR	1.00	$0	$0	$0
JILL SHAH
177 HUNTINGTON AVENUE NO 1500	BOSTON	MA	02115	DIRECTOR	1.00	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
SIKORSKY ANNA
177 HUNTINGTON AVENUE NO 1500	BOSTON	MA	02115	DIRECTOR OF OPERATIO	18.00	$86,626	$10,676	$1,050
SULLIVAN BARBARA
177 HUNTINGTON AVENUE NO 1500	BOSTON	MA	02115	DIRECTOR, EDUCATION	40.00	$70,969	$2,934	$1,050

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RSM US LLP	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	80 CITY SQUARE	AddressLine1Txt
City	CHARLESTOWN	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02129	ZIPCd

Field	Value	IRS element (for citing)
Service Type	ACCOUNTING	ServiceTypeTxt
Compensation	$53,610	CompensationAmt

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	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$220,268	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$220,268	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$220,268	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$3,304	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$216,964	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$10,075	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$10,075	MinimumInvestmentReturnAmt
Total Tax	$0	TotalTaxAmt
Distributable Before Adj	$10,075	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$10,075	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$10,075	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,918,056	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,918,056	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,918,056	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$10,075	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr1	$3,103,662	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$3,103,662	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,918,056	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$10,075	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,907,981	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$5,011,643	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	$1,527,496	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$3,484,147	ExcessDistriCyovToNextYrAmt
Excess From Year1	$3,103,662	ExcessFromYear1Amt
Excess From Current Year	$380,485	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ALMA DEL MAR FOUNDATION INC
515 BELLEVILLE AVENUE	NEW BEDFORD	MA	02746	NONE	PC	EDUCATION	$375,000
SUMMER SEARCH
3840 WASHINGTON STREET	JAMAICA PLAIN	MA	02130	NONE	PC	YOUTH DEVELOPMENT	$61,051
TEACH FOR AMERICA INC
60 CANAL STREET 5TH FLOOR	BOSTON	MA	02114	NONE	PC	EDUCATION	$375,000
UP EDUCATION NETWORK INC
90 CANAL STREET SUITE 600	BOSTON	MA	02114	NONE	PC	EDUCATION	$800,000
YOUTH GUIDANCE
1 NORTH LASALLE STREET SUITE 900	CHICAGO	IL	60602	NONE	PC	YOUTH DEVELOPMENT	$125,000
YOUTH VILLAGES INC
400 CUMMINGS PARK	WOBURN	MA	01801	NONE	PC	CHILD WELFARE	$61,050

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,797,101	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$101,432	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	-$101,432	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$101,432	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (13 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
THE BOSTON FOUNDATION DAF (DUPRE-NUNNELLY CHARITABLE GIFT FU
1	75 ARLINGTON STREET	BOSTON	MA	02116	$141,430	Yes (X)
THE EDGERLEY FAMILY FOUNDATION
2	PO BOX 590098	NEWTON CENTER	MA	02459	$141,430	Yes (X)
THE BOSTON FOUNDATION DAF (EISENSON FAMILY FUND)
3	75 ARLINGTON STREET	BOSTON	MA	02116	$106,072	Yes (X)
COMBINED JEWISH PHILANTHROPIES DAF (FRIEZE FAMILY FOUNDATION
4	126 HIGH STREET	BOSTON	MA	02110	$35,357	Yes (X)
THE JAKET FOUNDATION
5	42 KING LANE	CONCORD	MA	01742	$212,144	Yes (X)
WILLIAM HELMAN
6	40 GROVE STREET SUITE 430	WELLESLEY	MA	02482	$106,072	Yes (X)
KLARMAN FAMILY FOUNDATION
7	PO BOX 171627	BOSTON	MA	02117	$212,144	Yes (X)
MANNION FAMILY FOUNDATION
8	MANNION FAMILY OFFICE 31 ST JAMES A	BOSTON	MA	02116	$106,072	Yes (X)
ONE8 FOUNDATION
9	177 HUNTINGTON AVENUE SUITE 1500	BOSTON	MA	02115	$212,144	Yes (X)
MAURICE AND LOURDES SAMUELS
10	PO BOX 133	WESTON	MA	02493	$141,430	Yes (X)
MICHAEL AND JILL STANSKY FAMILY FOUNDATION
11	36 SKYVIEW LANE	SUDBURY	MA	01776	$35,357	Yes (X)
SHAH FAMILY FOUNDATION
12	353 NEWBURY STREET 2ND FLOOR	BOSTON	MA	02115	$113,202	Yes (X)
COMBINED JEWISH PHILANTHROPIES DAF (JOSHUA AND ANITA BEKENSTEIN CHAR FD)
13	126 HIGH STREET	BOSTON	MA	02110	$212,144	Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING AND TAX PREPARATION SERVICES	CategoryTxt
Amt	$40,700	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$40,700	DisbursementsCharitablePrpsAmt

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Short ExplanationShortExplanationTxt	DissolutionDissolutionAmt
ALMA DEL MAR FOUNDATION INC
515 BELLEVILLE AVENUE	NEW BEDFORD	MA	02746	CASH	$375,000
SUMMER SEARCH
3840 WASHINGTON STREET	JAMAICA PLAIN	MA	02130	CASH	$61,051
TEACH FOR AMERICA INC
60 CANAL STREET 5TH FLOOR	BOSTON	MA	02114	CASH	$375,000
UP EDUCATION NETWORK INC
90 CANAL STREET SUITE 600	BOSTON	MA	02114	CASH	$800,000
YOUTH GUIDANCE
1 NORTH LASALLE STREET SUITE 900	CHICAGO	IL	60602	CASH	$125,000
YOUTH VILLAGES INC
400 CUMMINGS PARK	WOBURN	MA	01801	CASH	$61,050

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Field	Value	IRS element (for citing)
Explanation	THE ATTORNEY GENERAL OF MASSACHUSETTS DOES NOT REQUIRE THE DISCLOSURE OF 990-PF IN YEAR OF DISSOLUTION.	ExplanationTxt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

Field	Value	IRS element (for citing)
Asset	FIXED ASSET DISPOSALS	AssetDesc
How Acquired	PURCHASED	HowAcquiredTxt
Gross Sales Price	$9,844	GrossSalesPriceAmt
Basis	$111,276	BasisAmt
Basis Method	COST	BasisMethodTxt
Sales Expense	$0	SalesExpenseAmt
Total Net	-$101,432	TotalNetAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxt	Form And Line ReferenceFormAndLineReferenceDesc	Medium ExplanationMediumExplanationTxt
INFORMATION REGARDING FOUNDATION MANAGERS	FORM 990-PF, PART XV, LINE 1A	CERTAIN OF THE DIRECTORS LISTED IN STATEMENT 12 MAY QUALIFY UNDER THIS SECTION.
CONTRIBUTIONS	FORM 990-PF	CONTRIBUTIONS TO STRATEGIC GRANT PARTNERS INC. BY NONOPERATING PRIVATE FOUNDATIONS ARE QUALIFYING DISTRIBUTIONS UNDER THE PASS THROUGH EXCEPTION AT REG. 53.4942(A)-3(C) AS THE FOUNDATION:1. MAKES DISTRIBUTIONS IN AN AMOUNT EQUAL TO 100% OF THE CONTRIBUTIONS RECEIVED IN THE FOUNDATION'S TAX YEAR, NOT LATER THAN THE CLOSE OF THE FIRST TAXABLE YEAR AFTER THE YEAR SUCH CONTRIBUTIONS ARE RECEIVED.2. SUCH DISTRIBUTIONS ARE QUALIFYING DISTRIBUTIONS.3. SUCH DISTRIBUTIONS ARE TREATED AS MADE OUT OF CORPUS.4. HAS NO REMAINING UNDISTRIBUTED INCOME FROM SUCH PRIOR YEAR.CONTRIBUTIONS TO STRATEGIC GRANT PARTNERS INC. BY INDIVIDUALS ARE SUBJECT TO THE 60% AGI LIMITATION, AS STRATEGIC GRANT PARTNERS INC. QUALIFIES AS A PRIVATE FOUNDATION DESCRIBED IN IRC SECTION 170(B)(1)(A)(VII) AND (F)(II), AS THE FOUNDATION:1. MAKES DISTRIBUTIONS IN AN AMOUNT EQUAL TO 100% OF THE CONTRIBUTIONS RECEIVED IN THE FOUNDATION'S TAX YEAR, NOT LATER THAN THE 15TH DAY OF THE THIRD MONTH AFTER THE CLOSE OF SUCH TAXABLE YEAR.2. SUCH DISTRIBUTIONS ARE QUALIFYING DISTRIBUTIONS.3. SUCH DISTRIBUTIONS ARE TREATED AS MADE OUT OF CORPUS.4. HAS NO REMAINING UNDISTRIBUTED INCOME FROM SUCH PRIOR YEAR.

Liquidation Explanation Stmt LiquidationExplanationStmt

Field	Value	IRS element (for citing)
Explanation	AS DESCRIBED IN THE ATTACHED STATEMENT, THE ORGANIZATION HAS TERMINATED ITS PRIVATE FOUNDATION STATUS PURSUANT TO THE REQUIREMENTS OF IRC SECTION 507(B)(1)(A). THE FOUNDATION HAS TRANSFERRED ITS REMAINING NET ASSETS TO GRANTEE ORGANIZATIONS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTIONS 501(C)(3), 509(A)(1), OR 170(B)(1)(A)(VI). EACH OF THE GRANTEES WAS UNRELATED TO THE ORGANIZATION AND EXISTED FOR AT LEAST 60 MONTHS IMMEDIATELY PRIOR TO TRANSFER. THE DATE OF THE FINAL TRANSFER TO THE GRANTEES WAS MAY 14, 2021. SEE ATTACHED STATEMENT FOR CERTIFIED COPY OF RESOLUTION AND PLAN OF LIQUIDATION AND TERMINATION.	ExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$13,290	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$13,290	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	DUE FROM ONE8 FOUNDATION	Desc
BOY Book Value	$32,717	BOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	OFFICE EXPENSES	Desc
Revenue And Expenses Per Books	$2,672	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$2,672	DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
CREDIT CARD PAYABLE	$955	$0
OTHER PAYABLES	$5,213	$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	CONSULTANTS	CategoryTxt
Amt	$1,198	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,198	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	MA FILING FEES	CategoryTxt
Amt	$1,000	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,000	DisbursementsCharitablePrpsAmt