2021-08-05T11:17:52-05:00 2021-06-04 042206126 RAPHAEL AND RAPHAEL LLP 165 THORNDIKE STREET SUITE 5001 LOWELL MA 01852 990PF 2020-07-01 460512638 STRATEGIC GRANT PARTNERS INC STRA 8572026230 177 HUNTINGTON AVENUE NO 1500 BOSTON MA 02115 JOANNA JACOBSON PRESIDENT 8572026230 2021-08-05 1 JOANNA JACOBSON 999009999 GARRY T NICHOL P00697789 6172101200 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X X X 0 X 1774998 -101432 9844 0 1673566 0 0 0 0 49501 0 49501 8238 0 8238 13290 0 13290 40700 0 40700 1198 0 1198 1000 0 1000 4356 0 4356 2672 0 2672 120955 0 120955 1797101 1797101 1918056 0 1918056 -244490 0 106664 111277 0 0 32717 0 0 250658 0 0 6168 0 6168 0 X 0 0 0 0 244490 0 244490 0 250658 0 244490 -244490 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 MA 0 0 0 0 0 1 STRATEGICGRANTPARTNERS.ORG ANNA SIKORSKY DIRECTOR OPADMIN 8572026225 177 HUNTINGTON AVENUE SUITE 1500 BOSTON MA 02115 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOANNA JACOBSON 177 HUNTINGTON AVENUE NO 1500 BOSTON MA 02115 PRESIDENT AND DIRECTOR 20.00 951 1620 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 SIKORSKY ANNA 177 HUNTINGTON AVENUE NO 1500 BOSTON MA 02115 DIRECTOR OF OPERATIO 18.00 86626 10676 1050 SULLIVAN BARBARA 177 HUNTINGTON AVENUE NO 1500 BOSTON MA 02115 DIRECTOR, EDUCATION 40.00 70969 2934 1050 0 RSM US LLP 80 CITY SQUARE CHARLESTOWN MA 02129 ACCOUNTING 53610 0 0 0 220268 0 220268 0 0 220268 3304 216964 10075 10075 0 10075 0 10075 0 10075 1918056 0 1918056 0 1918056 10075 0 0 3103662 3103662 1918056 0 0 0 10075 1907981 0 0 5011643 0 0 0 0 0 1527496 0 3484147 3103662 380485 X ALMA DEL MAR FOUNDATION INC 515 BELLEVILLE AVENUE NEW BEDFORD MA 02746 NONE PC EDUCATION 375000 SUMMER SEARCH 3840 WASHINGTON STREET JAMAICA PLAIN MA 02130 NONE PC YOUTH DEVELOPMENT 61051 TEACH FOR AMERICA INC 60 CANAL STREET 5TH FLOOR BOSTON MA 02114 NONE PC EDUCATION 375000 UP EDUCATION NETWORK INC 90 CANAL STREET SUITE 600 BOSTON MA 02114 NONE PC EDUCATION 800000 YOUTH GUIDANCE 1 NORTH LASALLE STREET SUITE 900 CHICAGO IL 60602 NONE PC YOUTH DEVELOPMENT 125000 YOUTH VILLAGES INC 400 CUMMINGS PARK WOBURN MA 01801 NONE PC CHILD WELFARE 61050 1797101 0 18 -101432 0 -101432 0 -101432 0 0 0 0 0 0 0 0 0 0 X X 1 THE BOSTON FOUNDATION DAF (DUPRE-NUNNELLY CHARITABLE GIFT FU 75 ARLINGTON STREET BOSTON MA 02116 141430 X 2 THE EDGERLEY FAMILY FOUNDATION PO BOX 590098 NEWTON CENTER MA 02459 141430 X 3 THE BOSTON FOUNDATION DAF (EISENSON FAMILY FUND) 75 ARLINGTON STREET BOSTON MA 02116 106072 X 4 COMBINED JEWISH PHILANTHROPIES DAF (FRIEZE FAMILY FOUNDATION 126 HIGH STREET BOSTON MA 02110 35357 X 5 THE JAKET FOUNDATION 42 KING LANE CONCORD MA 01742 212144 X 6 WILLIAM HELMAN 40 GROVE STREET SUITE 430 WELLESLEY MA 02482 106072 X 7 KLARMAN FAMILY FOUNDATION PO BOX 171627 BOSTON MA 02117 212144 X 8 MANNION FAMILY FOUNDATION MANNION FAMILY OFFICE 31 ST JAMES A BOSTON MA 02116 106072 X 9 ONE8 FOUNDATION 177 HUNTINGTON AVENUE SUITE 1500 BOSTON MA 02115 212144 X 10 MAURICE AND LOURDES SAMUELS PO BOX 133 WESTON MA 02493 141430 X 11 MICHAEL AND JILL STANSKY FAMILY FOUNDATION 36 SKYVIEW LANE SUDBURY MA 01776 35357 X 12 SHAH FAMILY FOUNDATION 353 NEWBURY STREET 2ND FLOOR BOSTON MA 02115 113202 X 13 COMBINED JEWISH PHILANTHROPIES DAF (JOSHUA AND ANITA BEKENSTEIN CHAR FD) 126 HIGH STREET BOSTON MA 02110 212144 X ACCOUNTING AND TAX PREPARATION SERVICES 40700 0 40700 ALMA DEL MAR FOUNDATION INC 515 BELLEVILLE AVENUE NEW BEDFORD MA 02746 CASH 375000 SUMMER SEARCH 3840 WASHINGTON STREET JAMAICA PLAIN MA 02130 CASH 61051 TEACH FOR AMERICA INC 60 CANAL STREET 5TH FLOOR BOSTON MA 02114 CASH 375000 UP EDUCATION NETWORK INC 90 CANAL STREET SUITE 600 BOSTON MA 02114 CASH 800000 YOUTH GUIDANCE 1 NORTH LASALLE STREET SUITE 900 CHICAGO IL 60602 CASH 125000 YOUTH VILLAGES INC 400 CUMMINGS PARK WOBURN MA 01801 CASH 61050 THE ATTORNEY GENERAL OF MASSACHUSETTS DOES NOT REQUIRE THE DISCLOSURE OF 990-PF IN YEAR OF DISSOLUTION. FIXED ASSET DISPOSALS PURCHASED 9844 111276 COST 0 -101432 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. 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. LEGAL FEES 13290 0 13290 DUE FROM ONE8 FOUNDATION 32717 OFFICE EXPENSES 2672 0 2672 CREDIT CARD PAYABLE 955 0 OTHER PAYABLES 5213 0 CONSULTANTS 1198 0 1198 MA FILING FEES 1000 0 1000