THE HYAMS FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE HYAMS FOUNDATION INC (EIN 04-6013680)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349100324
- Schema version
- 2020v4.0
- 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 Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T05:21:19-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046013680 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hyams Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HYAM | BusinessNameControlTxt |
| Phone | 6174265600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 South Street 404 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lisa Owens | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Lisa | PersonFirstNm |
| Person Last | Owens | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kurt Coburn | PreparerPersonNm |
| PTIN | P01638285 | PTIN |
| Phone | 7134395739 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $150,928,840 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,198 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,198 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $798,205 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $798,205 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,750,634 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,549,887 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,749,825 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,584,088 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,549,623 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,137,125 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,101,851 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $367,374 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $55,106 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $292,118 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $732,943 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $29,318 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $658,222 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $275,788 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $15,148 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $259,857 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,740 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,740 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $89,387 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $54,652 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $33,144 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,112,684 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $935,968 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $187,566 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $37,322 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $540 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $200,510 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,020 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $191,687 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,829 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $593 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,236 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $646 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $26 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $707 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,212,844 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $991,045 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $111,329 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,046,067 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,090,416 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,750,606 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,847,240 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,887,240 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,893,307 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,090,416 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,637,846 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$756,182 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,011,435 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $591,833 | CashBOYAmt |
| Cash EOY | $403,545 | CashEOYAmt |
| Cash EOYFMV | $403,545 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,492,661 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,568,460 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,568,460 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $46,359 | AcctRcvblAmt |
| Acct Rcvbl BOY | $38,909 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $46,359 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $46,359 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $35,421 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $53,064 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $53,064 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $34,512,719 | CorporateStockBOYAmt |
| Corporate Stock EOY | $61,248,808 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $61,248,808 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,852,038 | CorporateBondsBOYAmt |
| Other Investments BOY | $71,286,220 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $81,654,638 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $81,654,638 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $253,888 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $253,888 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $4,425,657 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,953,966 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,953,966 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $140,235,458 | TotalAssetsBOYAmt |
| Total Assets EOY | $150,928,840 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $150,928,840 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,536 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $111,075 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,530,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,490,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $371,873 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $545,806 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,903,409 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,146,881 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $19,903,467 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $118,428,582 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets EOY | $113,427,642 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $138,332,049 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $148,781,959 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $140,235,458 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $150,928,840 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $138,332,049 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$756,182 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,494,816 | OtherIncreasesAmt |
| Subtotal | $149,070,683 | SubtotalAmt |
| Other Decreases | $288,724 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $148,781,959 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly traded securities | $4,365,704 | $3,363,866 | $1,001,838 | $1,001,838 | |||
| Capital gain distributions | $1,590,675 | $1,590,675 | $1,590,675 | ||||
| From Sch K-1 (Form 1065) | $1,361,725 | $1,361,725 | $1,361,725 | ||||
| Security litigation proceeds | $216 | $216 | $216 | ||||
| Endowment Private Equity Partners IV LP | $7,525 | $59,221 | -$51,696 | -$51,696 | P | 2010-01-01 | 2020-02-02 |
| Fir Tree Intl Value Fund (USTE) LP | $148,140 | $94,939 | $53,201 | $53,201 | P | 2010-01-01 | 2020-02-02 |
| Somerset Emerging Mkts Small Cap Fund LLC | $1,966,168 | $2,118,050 | -$151,882 | -$151,882 | P | 2010-01-01 | 2020-02-02 |
| TA X, L.P. | $23,552 | $23,552 | $23,552 | P | 2010-01-01 | 2020-02-02 | |
| Thomas H. Lee Equity Fund VI LP | $86,182 | $163,986 | -$77,804 | -$77,804 | P | 2010-01-01 | 2020-02-02 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,749,825 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $83,559 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $83,559 | SubtotalAmt |
| Tax Based On Investment Income | $83,559 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $145,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $157,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $73,441 | OverpaymentAmt |
| Applied To ES Tax | $73,441 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.hyamsfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mark Paley | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174265600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 South Street Suite 404 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Penn Loh | |||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Chair/Trustee | 5.00 | $30,000 | |
| Lily Mendez-Morgan | |||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Co-Ch/A. Clk/Tr | 2.00 | $20,000 | |
| Willma Davis | |||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Treasurer/Trust | 2.00 | $20,000 | |
| Omar Simmons | |||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Asst Treas/Trus | 2.00 | $16,000 | |
| Iris Gomez | |||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Clerk/Trustee | 2.00 | $16,000 | |
| Julie Goodridge | |||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Clerk/Trustee | 2.00 | $16,000 | |
| Lucas H Guerra | |||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Trustee | 2.00 | $16,000 | |
| Rahsaan Hall | |||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Trustee | 2.00 | $16,000 | |
| Karen L Mapp | |||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Trustee | 2.00 | $20,000 | |
| Martella Wilson-Taylor | |||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Trustee | 2.00 | $16,000 | |
| David Moy | |||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Interim ED | 40.00 | $181,374 | $37,419 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| Jocelyn Sargent | |||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Former ED | 40.00 | $220,157 | $31,420 |
| Mark Paley | |||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Dir of Adm/Fin | 40.00 | $218,060 | $48,692 |
| Nahir Torres | |||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Sr Prog Offic | 40.00 | $113,453 | $20,689 |
| Maria L Mulkeen | |||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Prog Officer | 40.00 | $108,303 | $20,370 |
| Sergio Marin | |||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Prog Officer | 40.00 | $102,901 | $19,663 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Cambridge Associates | |||||
| 125 High Street | Boston | MA | 02110 | Investment consulting | $252,239 |
| Iridian Private Business Value Equity Fund LP | |||||
| 276 Post Road West | Westport | CT | 06880 | Investment management | $52,420 |
| Isaacson Miller Inc | |||||
| 1300 19th St NW | Washington | DC | 20036 | Executive search | $86,948 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | During 2020, the board of trustees voted to invest $500,000 with the Boston Impact Initiative as a program-related investment. The Boston Impact Initiative uses investor funds to focus on economic justice, investing in opportunity for all peopleespecially those most oppressed or abandoned by the current economic systemto lead a dignified and productive life. | Description1Txt |
| Expenses1 | $500,000 | Expenses1Amt |
| Description2 | During 2020, the board of trustees voted to invest $100,000 with the the Center for Economic Democracy's Ujima Fund as a program-related investment. The Ujima Fund is a democratic investment vehicle raising capital to finance small businesses, real estate and infrastructure projects in Bostons working-class Black, Indigenous, and other communities of color, as part of the larger Boston Ujima Project. Ujima, named for the Swahili word for collective work and responsibility, uses a participatory budgeting process in combination with traditional underwriting to put economic development decisions in the hands of community members. | Description2Txt |
| Expenses2 | $100,000 | Expenses2Amt |
| Total | $600,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $96,004,473 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,105,539 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $30,287,677 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $131,397,689 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $131,397,689 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,970,965 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $129,426,724 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,471,336 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,471,336 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $83,559 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $83,559 | TotalTaxAmt |
| Distributable Before Adj | $6,387,777 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,390,777 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,390,777 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,637,846 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $600,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,237,846 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $7,237,846 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,390,777 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $100,780 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $340,413 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $547,732 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $284,922 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,001,588 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,275,435 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,237,846 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,390,777 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $847,069 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,122,504 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $100,780 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,021,724 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $340,413 | ExcessFromYear4Amt |
| Excess From Year3 | $547,732 | ExcessFromYear3Amt |
| Excess From Year2 | $284,922 | ExcessFromYear2Amt |
| Excess From Year1 | $1,001,588 | ExcessFromYear1Amt |
| Excess From Current Year | $847,069 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Lisa Owens Executive Director | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 South Street Suite 404 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174265600 | RecipientPhoneNum |
| Recipient Email Address | rpankam@hyamsfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | See https://hyamsfoundation.org/how-to-apply/ for information regarding grant applications. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | There are no deadlines. | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Hyams Foundation provides general operating and program support to non-profit organizations that work to increase economic, racial and social justice and power within low-income communities and communities of color in Boston and Chelsea. Only organizations with a 501(c)3 tax-exempt status from the IRS or a fiscal sponsor that is not a private foundation are eligible for funding.? The Foundation prioritizes support to frontline constituent-led organizations and coalitions that are using leadership development and base-building strategies that focus on addressing root causes of problems they face and have a commitment to movement building. If the applicants strategies focus on advocacy or capacity building absent direct base building, funding criteria will be applied to the extent the applicant demonstrates partnership, and efforts to align with, base building organizations that meet the criteria. The Foundation will consider organizations based outside of Boston or Chelsea if their | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (96 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| African Community Economic Dev of N | |||||||
| 48 John Eliot Square | Boston | MA | 02119 | N/A | PC | Youth Ubuntu | $35,000 |
| Alternatives for Community Environm | |||||||
| 2201 Washington St | Roxbury | MA | 02119 | N/A | PC | General support | $50,000 |
| American Civil Liberties Union Fdn | |||||||
| 211 Congress St | Boston | MA | 02110 | N/A | PC | What a Difference a Day Makes | $40,000 |
| Asian AmerPacific Islanders in Phil | |||||||
| 1714 Franklin Street | Oakland | CA | 94612 | N/A | PC | General support | $5,000 |
| Asian American Resource Workshop | |||||||
| 42 Charles St Ste A | Dorchester | MA | 02122 | N/A | PC | Dorchester Not for Sale project and general support | $70,000 |
| Asian Community Development Corpora | |||||||
| 38 Oak Street | Boston | MA | 02111 | N/A | PC | Asian Community Emergency Relief | $25,000 |
| Association of Black Foundation Exe | |||||||
| 42 Broadway f20 | New York | NY | 10004 | N/A | PC | General support | $2,500 |
| AYNI Institute | |||||||
| 19 Meridian Street | Boston | MA | 02128 | N/A | PC | Neighbors United for a Better East Boston | $30,000 |
| Bend the Arc A Jewish Ptrsh for Jus | |||||||
| 330 Seventh Avenue 19th flr | New York | NY | 10502 | N/A | PC | Funders' Collaborative on Youth Organizing | $50,000 |
| Bikes Not Bombs Inc | |||||||
| 284 Amory St | Jamaica Plain | MA | 02130 | N/A | PC | Bicyclists Organizing for Community Change | $15,000 |
| Black Economic Council of Massachus | |||||||
| 1 Beacon Street | Boston | MA | 02108 | N/A | PC | Black Mass Coalition | $25,000 |
| Black Economic Justice Institute | |||||||
| 64 Starbird Ave | Roslindale | MA | 02131 | N/A | PC | General support | $40,000 |
| Boston Affordable Housing Coalition | |||||||
| 42 Seaverns Ave | Jamaica Plain | MA | 02130 | N/A | PC | General support | $35,000 |
| Boston Alliance of Gay and Lesbian | |||||||
| 28 Court Square | Boston | MA | 02108 | N/A | PC | Mass Transgender Protection Coalition Strategic Planning and general support | $45,000 |
| Boston Impact Initiative Fund | |||||||
| PO Box 300443 | Jamaica Plain | MA | 02130 | N/A | PC | Loan grantee fund and general support | $100,000 |
| Boston Neighborhood Community Land | |||||||
| 550 Dudley Street | Roxbury | MA | 02119 | N/A | PC | Community Controlled Housing | $30,000 |
| Boston Private Industry Council | |||||||
| 2 Oliver St | Boston | MA | 02109 | N/A | PC | Youth Transitions Task Force | $65,000 |
| Boston Tenant Coalition Inc | |||||||
| 11 Beacon Street | Boston | MA | 02108 | N/A | PC | General support | $50,000 |
| Brazilian Women's Group | |||||||
| 697 Cambridge St Suite 106 | Brighton | MA | 02135 | N/A | PC | General support | $35,000 |
| Brazilian Worker Center Inc | |||||||
| 14 Harvard Ave | Allston | MA | 02134 | N/A | PC | Education project and general support | $75,000 |
| CAIR-MA Inc | |||||||
| 123 South Street | Boston | MA | 02111 | N/A | PC | General support | $30,000 |
| Center for Economic Democracy | |||||||
| 434 Massachusetts Avenue | Boston | MA | 02118 | N/A | PC | Boston Ujima, Centro Cooperativo de Desarrollo y Solidaridad, ProjectMass Redistribution Fund, and general support | $200,000 |
| Center for Labor Education and Rese | |||||||
| 375 Centre Street | Boston | MA | 02130 | N/A | PC | SIM project, UndocuFund for COVID-19 relief, and general support | $140,000 |
| Center for Study of Public Policy I | |||||||
| 44 Foskett Street | Somerville | MA | 02144 | N/A | PC | Boston Jobs Coalition | $40,000 |
| Centro Presente Inc | |||||||
| 12 Bennington St 202 | East Boston | MA | 02128 | N/A | PC | General support | $50,000 |
| Chinatown Community Land Trust Inc | |||||||
| 28 Ash Street | Boston | MA | 02111 | N/A | PC | General support | $40,000 |
| Chinese Progressive Association | |||||||
| 28 Ash Street | Boston | MA | 02111 | N/A | PC | COVID-19 rapid response and general support | $80,000 |
| Citizens for Juvenile Justice | |||||||
| 44 School Street Suite 400 | Boston | MA | 02108 | N/A | PC | General support | $60,000 |
| CommonWealth Kitchen | |||||||
| 196 Quincy St | Dorchester | MA | 02121 | N/A | PC | General support | $50,000 |
| Community Labor United Inc | |||||||
| 8 Beacon St | Boston | MA | 02108 | N/A | PC | NE United for Justice, COVID-19 Response Alliance for a Just Recovery and Beyond, and general support | $151,500 |
| Confluence Philanthropy Inc | |||||||
| 1 Penn Plaza | New York | NY | 10119 | N/A | PC | General support | $5,000 |
| Congregacin Len de Jud | |||||||
| 20 Reed St | Boston | MA | 02118 | N/A | PC | General support | $40,000 |
| Cooperative Fund of New England | |||||||
| 589 North Farms Rd | Northampton | MA | 01062 | N/A | PC | Dorchester Food Co-op | $25,000 |
| Dudley Street Neighborhood Initiati | |||||||
| 504 Dudley St | Roxbury | MA | 02119 | N/A | PC | General support | $60,000 |
| Educators 4 Excellence | |||||||
| 80 Pine Street Floor 28 | New York | NY | 10018 | N/A | PC | Educators for Excellence Boston | $30,000 |
| Episcopal City Mission | |||||||
| 138 Tremont Street | Boston | MA | 02111 | N/A | PC | Black and Indigenous Resistance Fund and Soul of the Movement | $75,000 |
| Families for Justice as Healing | |||||||
| 100R Warren Street | Roxbury | MA | 02119 | N/A | PC | Families for Justice as Healing Transformative Justice | $5,000 |
| Fenway Community Development Corpor | |||||||
| 70 Burbank Street | BOSTON | MA | 02115 | N/A | PC | Countering Displacement and Gentrification Project | $35,000 |
| Foundation Financial Officers Group | |||||||
| 19 Mantua Rd | Mt Royal | NJ | 08061 | N/A | PC | General support | $1,550 |
| Fourth Presbyterian Church | |||||||
| 340 Dorchester St | South Boston | MA | 02127 | N/A | PC | General support | $25,000 |
| Friends of St Stephen's Youth Progr | |||||||
| 149 Shawmut Avenue | Boston | MA | 02118 | N/A | PC | St. Stephen's Collaborative Organizing Project | $40,000 |
| Grantmakers Concerned with Immigran | |||||||
| PO Box 2178 | Petaluma | CA | 94953 | N/A | PC | General support | $2,500 |
| Grantmakers for Effective Organizat | |||||||
| 1310 L Street NW | Washington | DC | 20005 | N/A | PC | General support | $42,090 |
| Greater Boston Interfaith Organizat | |||||||
| 1803 Dorchester Avenue | Dorchester | MA | 02124 | N/A | PC | General support | $60,000 |
| GreenRoots | |||||||
| 227 Marginal Street | Chelsea | MA | 02150 | N/A | PC | COVID-19 rapid response and general support | $60,000 |
| Haymarket Peoples Fund | |||||||
| 42 Seaverns Ave | Jamaica Plain | MA | 02130 | N/A | PC | 2021 Joint Convenings | $20,000 |
| Health Resources in Action | |||||||
| 95 Berkeley St 2nd Fl | Boston | MA | 02116 | N/A | PC | Collaborative Parent Leadership Action Network | $35,000 |
| Hyde Square Task Force Inc | |||||||
| 30 Sunnyside Street | Boston | MA | 02130 | N/A | PC | General support | $50,000 |
| Immigrant Family Services Institute | |||||||
| 1626 Blue Hill Avenue | Mattapan | MA | 02126 | N/A | PC | General support | $30,000 |
| Justice At Work | |||||||
| 33 Harrison Avenue | Boston | MA | 02111 | N/A | PC | General support | $45,000 |
| La Colaborativa Chelsea Collaborati | |||||||
| 318 Broadway | Chelsea | MA | 02150 | N/A | PC | COVID-19 rapid response and general support | $90,000 |
| Lawyers for Civil Rights | |||||||
| 61 Batterymarch Street | Boston | MA | 02110 | N/A | PC | General support | $50,000 |
| MA Coalition For Occu Safety and He | |||||||
| 1532B Dorchester Avenue | Dorchester | MA | 02122 | N/A | PC | General support | $65,000 |
| MA Immigrant and Refugee Adv Coalit | |||||||
| 105 Chauncy Street | Boston | MA | 02111 | N/A | PC | COVID-19 rapid response and general support | $76,000 |
| Mass Mentoring Partnership Inc | |||||||
| 75 Kneeland St | Boston | MA | 02111 | N/A | PC | General support | $30,000 |
| Mass Senior Action Council Inc | |||||||
| 108 Myrtle Street | Quincy | MA | 02171 | N/A | PC | General support | $60,000 |
| Massachusetts Advocates for Childre | |||||||
| 25 Kingston Street | Boston | MA | 02111 | N/A | PC | General support | $90,000 |
| Massachusetts Affordable Housing | |||||||
| 1803 Dorchester Avenue | Dorchester | MA | 02124 | N/A | PC | General support | $30,000 |
| Massachusetts Budget Policy Center | |||||||
| 1 State Street Suite 1250 | Boston | MA | 02109 | N/A | PC | General support | $65,000 |
| Massachusetts Communities Action Ne | |||||||
| 14 Cushing Avenue | Boston | MA | 02125 | N/A | PC | General support | $60,000 |
| Massachusetts Law Reform Institute | |||||||
| 40 Court Street | Boston | MA | 02108 | N/A | PC | Housing Justice Through Community Empowerment, Engagement, and Eviction Defense | $50,000 |
| Massachusetts Legal Assistance Corp | |||||||
| 18 Tremont St | Boston | MA | 02108 | N/A | PC | COVID-19 rapid response and the Greater Boston Immigrant Defense Fund | $115,000 |
| Massachusetts Nonprofit Network | |||||||
| 2 Atlantic Avenue | Boston | MA | 02110 | N/A | PC | General support | $350 |
| Massachusetts Voter Education Netwo | |||||||
| 41 West Street | Boston | MA | 02121 | N/A | PC | Deepening Democracy for a Just Recovery Project and general support | $150,000 |
| Mission Investors Exchange | |||||||
| 105 W 86th St | New York | NY | 10024 | N/A | PC | General support | $3,000 |
| Momentum Community | |||||||
| 5482 Wilshire Blvd 115 | Los Angeles | CA | 90016 | N/A | PC | Leadership development | $5,000 |
| Movement Strategy Center | |||||||
| 436 14th Street Suite 500 | Oakland | CA | 94612 | N/A | PC | Justice Funder Network and general support | $30,000 |
| Muslim Justice League | |||||||
| 1 Lincoln Street 8th Floor | Boston | MA | 02111 | N/A | PC | General support | $30,000 |
| National Committee For Responsive P | |||||||
| 1900 L Street NW | Washington | DC | 20036 | N/A | PC | General support | $28,000 |
| Neighbor to Neighbor MA Ed Fund Inc | |||||||
| 15 Court Square | Boston | MA | 02108 | N/A | PC | General support | $50,000 |
| Neighborhood Funders Group Inc | |||||||
| 300 Frank H Ogawa Plaza | Oakland | CA | 94612 | N/A | PC | General support | $1,250 |
| NEO Philanthropy | |||||||
| 45 W 36th St 6th floor | New York | NY | 10018 | N/A | PC | Funders Committee for Civic Participation | $3,000 |
| New Venture Fund | |||||||
| 1201 Connecticut Ave NW Suite 300 | Washington | DC | 20036 | N/A | PC | Communities for Just Schools Fund | $55,000 |
| PEAK Grantmaking | |||||||
| 1701 Pennsylvania Avenue NW | Washington | DC | 20006 | N/A | PC | General support | $2,000 |
| Philanthropy Massachusetts | |||||||
| 133 Federal Street Suite 802 | Boston | MA | 02110 | N/A | PC | Census Equity Fund, Drawing Democracy, and general support | $117,500 |
| Political Research Associates | |||||||
| 1310 Broadway 201 | Somerville | MA | 02144 | N/A | PC | General support | $50,000 |
| Project RIGHT Inc | |||||||
| 320A Blue Hill Avenue | Dorchester | MA | 02121 | N/A | PC | General support | $35,000 |
| Proteus Fund | |||||||
| 15 Research Drive | Amherst | MA | 01002 | N/A | PC | RISE Together Fund | $25,000 |
| Resist Inc | |||||||
| 42 Seaverns Ave | Boston | MA | 02130 | N/A | PC | Boston Education Justice Alliance | $40,000 |
| Right to the City Alliance-V | |||||||
| 388 Atlantic Avenue | Brooklyn | NY | 11217 | N/A | PC | Right to the City Boston | $50,000 |
| Schott Foundation for Public Educat | |||||||
| 1250 Hancock St | Quincy | MA | 02169 | N/A | PC | Massachusetts Gateway City Strategy for Education Justice | $50,000 |
| Sociedad Latina Inc | |||||||
| 1530 Tremont Street | Boston | MA | 02120 | N/A | PC | Greater Boston Latino Network Project's Covid-19 Rapid Response and general support | $45,000 |
| The Boston Charitable Trust | |||||||
| Boston City Hall No M-5 | Boston | MA | 02201 | N/A | PC | Boston Resiliency Fund | $25,000 |
| The Boston Foundation | |||||||
| 75 Arlington Street | Boston | MA | 02116 | N/A | PC | Business Equity COVID-19 Emergency Fund and Home Funders Project | $50,000 |
| The Center for Teen Empowerment Inc | |||||||
| 384 Warren St | Boston | MA | 02118 | N/A | PC | General support | $50,000 |
| The City School Inc | |||||||
| 614 Columbia Rd Ste 1C | Dorchester | MA | 02125 | N/A | PC | Keep it 100, Unnamed Youth Collaborative, and general support | $165,000 |
| Transgender Emergency Fund of Mass | |||||||
| 1062 Hyde Park Ave | Hyde park | MA | 02136 | N/A | PC | COVID-19 rapid response | $1,000 |
| TSNE MissionWorks | |||||||
| 89 South Street | Boston | MA | 02111 | N/A | PC | Design Studio for Social Intervention, Matahari Women Worker's Center, COVID-19 rapid response, Immigrant Organizing CSIO, EDs of Color Capacity Support Pilot Project, and general support | $341,000 |
| Union of Minority Neighborhoods | |||||||
| 42 Seaverns Avenue | Jamaica Plain | MA | 02130 | N/A | PC | General support | $25,000 |
| United Teen Equality Center Inc | |||||||
| 15 Warren St No3 | Lowell | MA | 01852 | N/A | PC | Formerly Teens Leading the Way now general support | $75,000 |
| United Way of Mass Bay Inc | |||||||
| 51 Sleeper Street | Boston | MA | 02210 | N/A | PC | One Chelsea Fund and general support | $50,000 |
| Urban Revival Inc | |||||||
| 284 Amory Street | Jamaica Plain | MA | 02130 | N/A | PC | Grant leadership transition and general support | $84,000 |
| Vietnamese American Initiative for | |||||||
| 42 Charles Street | Dorchester | MA | 02122 | N/A | PC | Nail Salon | $35,000 |
| Violence in Boston | |||||||
| 6 Fenno Street | Roxbury | MA | 02119 | N/A | PC | Social Impact Center | $5,000 |
| Youth Policy Institute of Iowa | |||||||
| 6200 Aurora Avenue | Urbandale | IA | 50322 | N/A | PC | 2020 Youth Transition Funders Group and Economic Well Being Work Group | $5,000 |
| YouthBuild USA | |||||||
| 1785 Columbus Ave Suite 500 | Somerville | MA | 02144 | N/A | PC | Youth on Board andd Boston Student Advisory Council | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,887,240 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Interest from PRI/MRIs | Desc |
| Related Or Exempt Function Incm | $49,577 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,198 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $798,205 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $809 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,749,825 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Alternative investment dividends | 14 | $492,691 | ||
| Partnership income | 14 | $3,029,818 | 525990 | $12,002 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $12,811 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,074,737 | ExclusionAmt |
| Related Or Exempt Function Incm | $49,577 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,137,125 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a | LineNumberTxt |
| Relationship Statement | Interest earned from loans to low-income housing development projects and other program related investments which further the Foundation's mission of increasing economic, racial and social justice and power within low-income communities in Boston and Chelsea, Massachusetts. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Accounting services | $37,283 | $24,234 | $0 | $12,958 |
| Audit services | $39,104 | $25,418 | $0 | $13,686 |
| Tax compliance | $13,000 | $5,000 | $0 | $6,500 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (70 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 310 3M Co | $54,185 | $54,185 |
| 215 Adobe Inc | $107,526 | $107,526 |
| 250 Advance Auto Parts Inc | $39,378 | $39,378 |
| 640 Agilent Technologies Inc | $75,834 | $75,834 |
| 228 Alexandria Real Estate Equities Inc | $40,634 | $40,634 |
| 120 Alphabet Inc Cl C | $210,226 | $210,226 |
| 255 American Water Works Co Inc | $39,135 | $39,135 |
| 200 Amgen Inc | $45,984 | $45,984 |
| 325 Analog Devices Inc | $48,012 | $48,012 |
| 240 Aon Plc | $50,705 | $50,705 |
| 2,400 Apple Inc | $318,456 | $318,456 |
| 615 Applied Materials Inc | $53,075 | $53,075 |
| 375 Aptar Group Inc | $51,334 | $51,334 |
| 45,811 Ariel Fund Inst Cl | $3,098,682 | $3,098,682 |
| 765 Avangrid Inc | $34,769 | $34,769 |
| 205 Biogen Inc | $50,196 | $50,196 |
| 23 Booking Holdings Inc | $51,227 | $51,227 |
| 107,344 Brown Cap Mgmt Intl Small Co Fd | $2,784,502 | $2,784,502 |
| 265 Carlisle Cos Inc | $41,388 | $41,388 |
| 1,550 Carrier Global Corporation Com | $58,466 | $58,466 |
| 236,744 CCM Qualified Investment Fd Inst | $2,563,941 | $2,563,941 |
| 845 Cerner Corporation | $66,316 | $66,316 |
| 1,520 Ciena Corp | $80,332 | $80,332 |
| 1,725 Citigroup Inc | $106,364 | $106,364 |
| 235 CME Group Inc | $42,782 | $42,782 |
| 475 Colgate Palmolive Co | $40,617 | $40,617 |
| 355 Cummins Inc | $80,621 | $80,621 |
| 325 Danaher Corp | $72,196 | $72,196 |
| 250,018 Doubleline Total Return Bond Fd | $2,675,196 | $2,675,196 |
| 227 Ecolab Inc | $49,114 | $49,114 |
| 770 Emerson Electric Co | $61,885 | $61,885 |
| 1,155 First Solar Inc | $114,253 | $114,253 |
| 445,753 Frontier Mfg Global Equity Fund | $9,231,539 | $9,231,539 |
| 955 Gilead Sciences Inc | $55,638 | $55,638 |
| 1,910 Hannon Armstrong Sustainable | $121,151 | $121,151 |
| 295 Home Depot Inc | $78,358 | $78,358 |
| 265 Intuit Inc | $100,660 | $100,660 |
| 240 Kansas City Southern | $48,991 | $48,991 |
| 410 Kimberly Clark Corp | $55,280 | $55,280 |
| 193 Lauder Estee Cos Inc Cl A | $51,375 | $51,375 |
| 1,135 Merck Co Inc | $92,843 | $92,843 |
| 1,300 Micron Technology Inc | $97,734 | $97,734 |
| 1,494 Microsoft Corp | $332,295 | $332,295 |
| 605 Mohawk Inds Inc | $85,275 | $85,275 |
| 1,105 Mondelez International W I | $64,609 | $64,609 |
| 1,635 Morgan Stanley | $112,047 | $112,047 |
| 107 Netflix Inc | $57,858 | $57,858 |
| 985 New York Times Co | $50,993 | $50,993 |
| 710 Novo Nordisk A/S ADR | $49,594 | $49,594 |
| 465 PNC Financial Services Group Inc | $69,285 | $69,285 |
| 431 Procter & Gamble Co | $59,969 | $59,969 |
| 465 PVH Corp | $43,659 | $43,659 |
| 105 Regeneron Pharmaceuticals Inc | $50,727 | $50,727 |
| 200 Salesforce Inc | $44,506 | $44,506 |
| 415 T Rowe Price Group Inc | $62,827 | $62,827 |
| 500 Target Corp | $88,265 | $88,265 |
| 430 The Walt Disney Co | $77,907 | $77,907 |
| 755 TJX Companies Inc | $51,559 | $51,559 |
| 288 TopBuild Corp | $53,015 | $53,015 |
| 1,477 Vanguard Balanced Index Fund Adm | $65,485 | $65,485 |
| 12,745 Vanguard Growth Index Fund Adm | $1,662,708 | $1,662,708 |
| 54,467 Vanguard Infl-Protect Sec Adm | $1,542,506 | $1,542,506 |
| 39,416 Vanguard Inst Index Fund Inst | $13,065,283 | $13,065,283 |
| 896,029 Vanguard Inter-Term Inv-Gr Adm | $9,381,428 | $9,381,428 |
| 905,928 Vanguard Inter-Term Treasury Adm | $10,599,357 | $10,599,357 |
| 2,021 Verizon Communications Inc | $118,734 | $118,734 |
| 825 Visa Inc Class A Shares | $180,452 | $180,452 |
| 235 VMware Inc Cl A | $32,961 | $32,961 |
| 753 Wabtec Corp | $55,120 | $55,120 |
| 200 Waters Corp | $49,484 | $49,484 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (59 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 57 Stars Global Opp Fd 3 Blocker (CJ) LP | FMV | $1,146,577 | $1,146,577 |
| AACP Tax Exempt Investors II LP | FMV | $761,735 | $761,735 |
| AACP Tax-Exempt Investors III LP | FMV | $704,005 | $704,005 |
| AACP Tax-Exempt Investors V LP | FMV | $574,336 | $574,336 |
| Asia Alternatives Delaware III LP | FMV | $29,065 | $29,065 |
| Asia Alternatives Delaware V LP | FMV | $55,595 | $55,595 |
| Auldbrass Partners Sec Opp Fund II LP | FMV | $830,352 | $830,352 |
| Avanath Affordable Housing IV LLC | FMV | $398,330 | $398,330 |
| Axiom International Equity Fund II | FMV | $7,957,695 | $7,957,695 |
| Brightwood Capital Fund IV-U LP | FMV | $1,896,161 | $1,896,161 |
| CA Resources Fund LP - Series Bain X | FMV | $156,980 | $156,980 |
| Commonfund Capital Intrl Partners VI LP | FMV | $193,511 | $193,511 |
| Commonfund Capital Nat Res Ptrs IX LP | FMV | $679,776 | $679,776 |
| Commonfund Cap Nat Res Partners VII LP | FMV | $101,081 | $101,081 |
| Commonfund Capital Venture Partners VI L | FMV | $80,812 | $80,812 |
| Commonfund Cap Venture Partners VII LP | FMV | $205,334 | $205,334 |
| Commonfund Capital Venture Ptrs VIII LP | FMV | $630,960 | $630,960 |
| Doddington Global Fund LLC | FMV | $5,115,286 | $5,115,286 |
| Dover Street IX Cayman Fund LP | FMV | $871,300 | $871,300 |
| Dover Street VIII Cayman Fund LP | FMV | $195,383 | $195,383 |
| Endowment Venture Partners V LP | FMV | $32,099 | $32,099 |
| Fir Tree Intnl Value Fund (USTE) LP | FMV | $2,867 | $2,867 |
| Genesis Emerging Markets L P | FMV | $8,102,821 | $8,102,821 |
| Grain Communications Opportunity Fund II | FMV | $1,328,324 | $1,328,324 |
| Iridian Private Business Val Eqty Fd LP | FMV | $6,593,082 | $6,593,082 |
| Japan Chickadee Fund Ltd | FMV | $1,567,392 | $1,567,392 |
| Kabouter International Opp Fund II LLC | FMV | $5,200,597 | $5,200,597 |
| Knighthead Offshore Fund Ltd | FMV | $153,835 | $153,835 |
| LCP VII (Offshore) LP | FMV | $298,281 | $298,281 |
| Legacy Venture V (QP) LLC | FMV | $2,221,211 | $2,221,211 |
| Legacy Venture VI (QP) LLC | FMV | $2,677,029 | $2,677,029 |
| Metropolitan RE Partners Global II LP | FMV | $69,662 | $69,662 |
| Metropolitan RE Partners Global IV LP | FMV | $135,348 | $135,348 |
| Metropolitan RE Ptrs International II LP | FMV | $49,203 | $49,203 |
| Metropolitan Real Estate Partners IV-A L | FMV | $207,659 | $207,659 |
| Park Street Cap Natural Res Fd II AIV LP | FMV | $12,594 | $12,594 |
| Park Street Cap Natural Res Fund II LP | FMV | $43,523 | $43,523 |
| Park Street Cap Nat Res Fd III AIV LP | FMV | $6,387 | $6,387 |
| Park Street Cap Natural Res Fund III LP | FMV | $374,228 | $374,228 |
| Park Street Cap Natural Res Fund IV LP | FMV | $162,677 | $162,677 |
| Park Street Cap Natural Res Fund V LP | FMV | $503,922 | $503,922 |
| Park Street Cap Private Equity Fd IX LP | FMV | $578,202 | $578,202 |
| Park Street Cap Private Equity Fund V LP | FMV | $14,067 | $14,067 |
| Park Street Cap Private Equity Fd VI LP | FMV | $20,732 | $20,732 |
| Park Street Cap Private Equity Fd VII LP | FMV | $99,680 | $99,680 |
| Park Street Cap Pvt Equity Fund VIII LP | FMV | $427,495 | $427,495 |
| Park Street Cap Private Equity Fund X LP | FMV | $1,444,460 | $1,444,460 |
| Pennant Windward Fund Ltd | FMV | $297,517 | $297,517 |
| Preserver LP | FMV | $3,247,713 | $3,247,713 |
| PSC Luxembourg Holdings LLC | FMV | $1,619 | $1,619 |
| Siguler Guff Distressed Opp Fund III LP | FMV | $185,974 | $185,974 |
| Siguler Guff Distressed Opp Fund IV LP | FMV | $334,328 | $334,328 |
| SJF Ventures IV LP | FMV | $1,058,627 | $1,058,627 |
| The Overlook Partners Fund LP | FMV | $6,227,479 | $6,227,479 |
| The Sanderson International Value Fund | FMV | $5,311,315 | $5,311,315 |
| TrueBridge-Kauffman Fellows En Fd III LP | FMV | $2,191,655 | $2,191,655 |
| TrueBridge-Kauffman Fellows En Fd IV LP | FMV | $2,244,287 | $2,244,287 |
| Varadero International Ltd | FMV | $3,072,032 | $3,072,032 |
| Wellington Trust Co NA CTF Strategic RAP | FMV | $2,570,441 | $2,570,441 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|
| Machinery and Equipment | $228,097 | $228,097 |
| Improvements | $25,791 | $25,791 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General governance and counsel | CategoryTxt |
| Legal Fees | $1,740 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,740 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Change in deferred tax liability | $285,724 |
| Recovery of prior year qualifying distribution | $3,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank and credit card fees | $3,925 | $157 | $3,768 |
| Computer maintenance | $11,513 | $461 | $10,621 |
| Financial management software | $17,774 | $17,774 | |
| Grant management software | $84,031 | $68,961 | |
| Insurance | $4,542 | $182 | $4,360 |
| Internet | $2,184 | $87 | $2,097 |
| Office expense | $9,224 | $369 | $8,160 |
| Partnership expenses | $1,065,790 | $971,461 | |
| Payroll fees | $3,608 | $144 | $3,463 |
| Postage & delivery fees | $1,005 | $40 | $934 |
| Supplies | $2,129 | $85 | $2,130 |
| Telephone | $6,019 | $241 | $5,779 |
| Web design & maintenance | $1,100 | $44 | $1,056 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Alternative investment dividends | $492,691 | $492,691 |
| Interest from PRI/MRIs | $49,577 | $49,577 |
| Partnership income | $3,041,820 | $3,007,355 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Audited financial statement prior period adjustment | $119,864 |
| Unrealized appreciation in value of investments | $11,374,952 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cumulative deferred excise tax | Desc |
| BOY Book Value | $371,873 | BOYBookValueAmt |
| EOY Book Value | $545,806 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment and custodial fees | $937,448 | $935,968 | $0 | $0 |
| Philanthropic consulting | $175,236 | $0 | $0 | $187,566 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise tax | $36,782 | |
| Foreign tax | $540 | $540 |