SHAPIRO FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SHAPIRO FOUNDATION (EIN 04-3541595)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-06
- IRS object ID
- 202032809349100013
- Schema version
- 2019v5.1
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-06T13:55:33-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203250475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESMOND & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23901 CALABASAS RD 1010 | AddressLine1Txt |
| City | CALABASAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043541595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHAPIRO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAP | BusinessNameControlTxt |
| Phone | 8186102900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 661 HIGHLAND AVE NO 103A | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD SHAPIRO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8186102900 | PhoneNum |
| Signature | 2020-08-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LENNY ESMOND CPA | PreparerPersonNm |
| PTIN | P00037472 | PTIN |
| Phone | 8186102900 | PhoneNum |
| Preparation | 2020-08-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.192.44.88 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-19 | IPDt |
| IP Tm | 10:12:17 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 89DCD2F8A6D6AD6549225D3C709DEC63AC947879 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 89DCD2F8A6D6AD6549225D3C709DEC63AC947879 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $159,264,836 | 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 | $54,026 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,518,046 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,518,046 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,052,258 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,933,622 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,491,764 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,645 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $195,889 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,879 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $328,455 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,449,789 | 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 | $250,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $200,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,411 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $2,317,627 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,317,627 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $368,670 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $184 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,789 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $6,545 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $42,361 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $243,460 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $173,061 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,258,074 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,490,872 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $209,789 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,135,498 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,135,498 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,393,572 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,490,872 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,345,287 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,065,117 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,958,917 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $57,218 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,964,649 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,964,649 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $139,252,644 | CorporateStockBOYAmt |
| Corporate Stock EOY | $142,803,508 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $142,803,508 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $104,004 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $104,004 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $179,916 | OtherAssetsBOYAmt |
| Other Assets EOY | $392,675 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $392,675 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $139,489,778 | TotalAssetsBOYAmt |
| Total Assets EOY | $159,264,836 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $159,264,836 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $23,947 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $28,092 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $23,947 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,092 | 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 | $139,465,831 | RetainedEarningBOYAmt |
| Retained Earning EOY | $159,236,744 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $139,465,831 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $159,236,744 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $139,489,778 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $159,264,836 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $139,465,831 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,065,117 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,836,030 | OtherIncreasesAmt |
| Subtotal | $159,236,744 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $159,236,744 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| PASSTHROUGH FROM PAR GROUP, L.P. | P | $594,576 | -$594,576 | -$594,576 | |
| PASSTHROUGH FROM PAR GROUP, L.P. | P | $367,978 | -$367,978 | -$367,978 | |
| PASSTHROUGH FROM CT FAMILY OPIOID | P | $33,645 | $33,645 | $33,645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$928,909 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,934,450 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $167,805,088 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053243 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,661,154 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $130,175,119 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051171 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,452,367 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $109,297,556 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049886 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,721,908 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $74,480,553 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049972 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,101,403 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $60,658,500 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051129 | DistributionYr5Rt |
| Total Distribution | 0.255401 | TotalDistributionRt |
| Average Distribution | 0.051080 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $153,844,694 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,858,387 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,589 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,877,976 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,568,132 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $19,589 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,589 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,589 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,677 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $43,677 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $136 | EsPenaltyAmt |
| Overpayment | $23,952 | OverpaymentAmt |
| Applied To ES Tax | $23,952 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THESHAPIROFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8186102900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 661 HIGHLAND AVE NO 103A | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD L SHAPIRO | ||||||||
| 661 HIGHLAND AVE NO 103A | NEEDHAM | MA | 02494 | TRUSTEE | 30.00 | $0 | $0 | $0 |
| BARBARA J SHAPIRO | ||||||||
| 661 HIGHLAND AVE NO 103A | NEEDHAM | MA | 02494 | TRUSTEE | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE L TOBIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 661 HIGHLAND AVE NO 103A | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | FDTN DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $250,000 | CompensationAmt |
| Employee Benefits | $12,221 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LOAN TO KIVA USER FUNDS - THE ORGANIZATION'S MISSION IS TO EXPAND FINANCIAL ACCESS TO HELP UNDERSERVED COMMUNITIES THRIVE BY CROWDFUNDING LOANS, UNLOCKING CAPITAL FOR THE UNDERSERVED, IMPROVING THE QUALITY AND COST OF FINANCIAL SERVICES, AND ADDRESSING THE UNDERLYING BARRIERS TO FINANCIAL ACCESS. | Description1Txt |
| Expenses1 | $100,000 | Expenses1Amt |
| Description2 | LOAN TO SOCIAL FINANCE CT FAMILY OPIOID - THE ORGANIZATION FURTHERS CHARITABLE PURPOSES BY LESSENING THE BURDENS OF THE STATE OF CONNECTICUT BY PROMOTING FAMILY STABILITY AND REDUCING FOSTER CARE UTILIZATION FOR FAMILIES IMPACTED BY PARENTAL SUBSTANCE USE. | Description2Txt |
| Expenses2 | $97,845 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $25,000 | AllOtherProgramRltdInvstTotAmt |
| Total | $222,845 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $151,622,387 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,461,116 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $104,004 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $156,187,507 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $156,187,507 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,342,813 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $153,844,694 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,692,235 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,692,235 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,589 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $23,857 | IncomeTaxAmt |
| Total Tax | $43,446 | TotalTaxAmt |
| Distributable Before Adj | $7,648,789 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,648,789 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,648,789 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,345,287 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $222,845 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,568,132 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $19,589 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,548,543 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,648,789 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $216,891 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $219,549 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $146,814 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $979,468 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $590,753 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,153,475 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,568,132 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,648,789 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $919,343 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,072,818 | 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 | $216,891 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,855,927 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $219,549 | ExcessFromYear4Amt |
| Excess From Year3 | $146,814 | ExcessFromYear3Amt |
| Excess From Year2 | $979,468 | ExcessFromYear2Amt |
| Excess From Year1 | $590,753 | ExcessFromYear1Amt |
| Excess From Current Year | $919,343 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD L SHAPIRO | ContributingManagerNm |
| Contributing Manager | BARBARA J SHAPIRO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (96 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ACS ATHENS | ||||||||
| RODNEY SQUARE 1000 NORTH KING | STREET | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $250,000 |
| AGASSIZ VILLAGE | ||||||||
| 238 BEDFORD STREET | NEW YORK | PA | 19004 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 | |
| ALIMA USA | ||||||||
| ONE WHITEHALL ST 2ND FL | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $20,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVENUE FLOOR 17 | CHICAGO | IL | 01701 | NONE | PUBLIC CHARITY | RESEARCH | $5,033 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| 260 COCHITUATE ROAD 200 | FRAMINGHAM | MA | 01701 | NONE | PUBLIC CHARITY | RESEARCH | $500 | |
| AMERICAN FRIENDS OF MAOZ-SEAL INC | ||||||||
| 29 MERRILL ROAD | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $100,000 | |
| AMERICAN FRIENDS OF UJA OF GREATER TORONTO | ||||||||
| WITHUMSMITH BROWN PC 200 JEFFERSON | PARK SUITE 400 | WHIPPANY | NJ | 07981 | NONE | PUBLIC CHARITY | RELIGIOUS | $329,839 |
| AMERICAN MACULAR DEGENERATION FOUNDATION | ||||||||
| PO BOX 515 | NORTHAMPTON | MA | 01061 | NONE | PUBLIC CHARITY | RESEARCH | $500 | |
| AMERICAN PARKINSON DISEASE | ||||||||
| 135 PARKINSON AVENUE | STATEN ISLAND | NY | 10305 | NONE | PUBLIC CHARITY | RESEARCH | $1,000 | |
| AMERICARES FOUNDATION | ||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $25,000 | |
| ANANIA'S MISSION | ||||||||
| 711 THOMSON PARK DRIVE | CRANBERRY TWP | PA | 16066 | NONE | PUBLIC UNIVERSITY | INTERNATIONAL RELIEF | $1,000 | |
| ANTI DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PUBLIC CHARITY | RELIGIOUS | $2,500 | |
| BEAUTIFUL DAY | ||||||||
| 10 DAVOL SQUARE UNIT 100 | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | EDUCATION | $2,500 | |
| BEAVER COUNTRY DAY SCHOOL | ||||||||
| 791 HAMMOND ST | CHESTNUT HILL | MA | 02467 | NONE | PUBLIC CHARITY | EDUCATION | $150,000 | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||||
| 148 CHESTNUT STREET | NEEDHAM | MA | 02492 | NONE | PUBLIC CHARITY | RESEARCH | $5,000 | |
| BIG APPLE CIRCUS | ||||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10158 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,056 | |
| BOSTON BULLPEN PROJECT | ||||||||
| PO BOX 920512 | NEEDHAM | MA | 02492 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $7,500 | |
| BOSTON CHILDREN'S HOSPITAL | ||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | RESEARCH | $752,600 | |
| BOSTON FOUNDATION | ||||||||
| 75 ARLINGTON ST 1000 | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $8,700 | |
| BOSTON MEDICAL CENTER CORPORATION | ||||||||
| 1 BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | RESEARCH | $255,000 | |
| BRIDGE2RWANDA | ||||||||
| 1818 N TAYLOR ST SUITE B PMB 322 | LITTLE ROCK | AR | 72207 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $29,450 | |
| BROTHERS FOR LIFE | ||||||||
| 270 SOUTH HANFORD ST SUITE 207 | SEATTLE | WA | 98134 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $25,000 | |
| CHABAD OF CAPE COD | ||||||||
| 745 WEST MAIN STREET | HYANNIS | MA | 02601 | NONE | PUBLIC CHARITY | RELIGIOUS | $2,374 | |
| COMBINED JEWISH PHILANTHROPIES | ||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $1,546 | |
| CONGREGATION B'NAI TZEDEK | ||||||||
| 10621 S GLEN ROAD | POTOMAC | MD | 20854 | NONE | PUBLIC CHARITY | RELIGIOUS | $1,800 | |
| CROHN'S & COLITIS FOUNDATION | ||||||||
| 72 RIVER PARK STREET SUITE 202 | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | RESEARCH | $5,000 | |
| DANA FARBER JIMMY FUND | ||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | RESEARCH | $33,050 | |
| DE NOVO CENTER FOR JUSTICE & HEALING | ||||||||
| 405 MAIN STREET | WORCESTER | MA | 01608 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $25,000 | |
| DUET | ||||||||
| 50 MILK STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | EDUCATION | $100,000 | |
| EDESIA | ||||||||
| 550 ROMANO VINEYARD WAY | NORTH KINGSTOWN | RI | 02852 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $50,000 | |
| EMMA'S TORCH | ||||||||
| 345 SMITH STREET | BROOKLYN | NY | 11231 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $5,000 | |
| EMORY | ||||||||
| 1599 CLIFTON ROAD | ATLANTA | GA | 30322 | NONE | PUBLIC CHARITY | EDUCATION | $250 | |
| ENGLISH FOR NEW BOSTONIANS | ||||||||
| 105 CHAUNCY STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 | |
| EPISCOPAL CITY MISSION | ||||||||
| 138 TREMONT STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | RELIGIOUS | $6,000 | |
| FACING HISTORY AND OURSELVES | ||||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| FRANCISCAN CHILDREN'S HOSPITAL | ||||||||
| 30 WARREN ST | BRIGHTON | MA | 02135 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $20,000 | |
| FRIENDS OF THE UNIVERSITY OF OTTAWA | ||||||||
| 1725 I ST NW STE 800 | WASHINGTON | DE | 20006 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $303,600 | |
| GEORGE WASHINGTON UNIVERSITY | ||||||||
| 2101 F STREET NW | WASHINGTON | DC | 20052 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 | |
| GIVE33ORG | ||||||||
| PO BOX 3263 | WASHINGTON | DC | 20010 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $1,800 | |
| GLBTQ LEGAL ADVOCATES | ||||||||
| 18 TREMONT STREET SUITE 950 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $1,000 | |
| GLOBAL IMPACT | ||||||||
| 1199 NORTH FAIRFAX ST SUITE 300 | ALEXANDRIA | VA | 22314 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $40,000 | |
| GLOBAL RESPONSE MANAGEMENT | ||||||||
| 463688 SR 200 SUITE 1 150 | YULEE | FL | 32097 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $50,000 | |
| HEBREW SENIOR LIFE | ||||||||
| 1200 CENTRE STREET | BOSTON | MA | 02131 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $75,000 | |
| HELP REFUGEES CHOOSE LOVE | ||||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $385,915 | |
| HILLELS OF GEORGIA | ||||||||
| 735 GATEWOOD ROAD NE | ATLANTA | GA | 30322 | NONE | PUBLIC CHARITY | RELIGIOUS | $540 | |
| HONEST REPORTING | ||||||||
| 165 E 56TH ST2ND FLOOR | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | RELIGIOUS | $5,000 | |
| HORIZONS FOR HOMELESS CHILDREN | ||||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $420,886 | |
| HUMANITY RISES INC | ||||||||
| 346 CONGRESS ST UNIT 402 | BOSTON | MA | 02210 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $25,000 | |
| INTEGRATED REFUGEE & IMMIGRANT SERVICES | ||||||||
| 235 NICOLL STREET 2ND FLOOR | NEW HAVEN | CT | 06511 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $5,000 | |
| INTERNATIONAL CRISIS GROUP | ||||||||
| 155 EAST 44TH STREET | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $612,500 | |
| JEWISH BIG BROTHERS BIG SISTERS OF GREATER BOSTON | ||||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $100,000 | |
| JEWISH FAMILY SERVICES | ||||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | NONE | PUBLIC CHARITY | RELIGIOUS | $14,300 | |
| JUVENILE DIABETES RESEARCH FUNDING | ||||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 02459 | NONE | PUBLIC CHARITY | RESEARCH | $5,000 | |
| KIVA USER FUNDS | ||||||||
| 986 MISSION STREET 4TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $10,000 | |
| MAYYIM HAYYIM LIVING WATERS | ||||||||
| 1838 WASHINGTON STREET | NEWTON | MA | 02466 | NONE | PUBLIC CHARITY | RELIGIOUS | $5,000 | |
| MILES4MIGRANTS | ||||||||
| 3629 LAUREL STREET | NEW ORLEANS | LA | 70115 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $100,000 | |
| MULTIFAITH ALLIANCE FOR SYRIAN REFUGEES | ||||||||
| 6 EAST 43RD STREET FLOOR 22 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $7,500 | |
| MUSLIM YOUTH CAMP OF CALIFORNIA | ||||||||
| 6201 DEVON CT | MADISON | WI | 53711 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $105 | |
| NATIONAL BRAIN TUMOR SOCIETY INC | ||||||||
| 55 CHAPEL ST SUITE 200 | NEWTON | MA | 02458 | NONE | PUBLIC CHARITY | RESEARCH | $500 | |
| NATIONALS YOUTH BASEBALL ACADEMY | ||||||||
| 3675 ELY PLACE SE | WASHINGTON | DC | 20019 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $2,500 | |
| NEW ENGLAND PATRIOTS CHARITABLE FOUNDATION | ||||||||
| ONE PATRIOT PLACE | FOXBOROUGH | MA | 02035 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $500 | |
| NEW HORIZONS | ||||||||
| 21 WARREN AVENUE | WOBURN | MA | 01801 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $10,000 | |
| PARTNERS IN HEALTH | ||||||||
| 888 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $250,000 | |
| PAYPAL GIVING FUND | ||||||||
| 1250 I STREET NW UNIT 1202 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $500 | |
| POLITICAL ASYLUM IMMIGRATION REPRESENTATION PROJECT INC | ||||||||
| 98 NORTH WASHINGTON ST SUITE 106 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $100,000 | |
| REFUGEE HOME PROJECT | ||||||||
| 134 E 40TH STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $287,800 | |
| REFUGEPOINT | ||||||||
| 689 MASSACHUSETTS AVE 2ND FL | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $175,570 | |
| SCALABRINI INTERNATIONAL | ||||||||
| 307 E 60TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $25,000 | |
| SCHOOL THE WORLD | ||||||||
| 376 BOYLSTON STREET SUITE 203 | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | EDUCATION | $253 | |
| SHARE OUR STRENGTH | ||||||||
| 1030 15TH STREET NW SUITE 1100 W | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $62,000 | |
| SOCIAL FINANCE | ||||||||
| 10 MILK STREET SUITE 1010 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $200,000 | |
| SOLES4SOULS | ||||||||
| 319 MARTINGALE DRIVE | OLD HICKORY | TN | 37138 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $10,000 | |
| SOUTHERN NEW HAMPSHIRE UNIVERSITY | ||||||||
| 2500 N RIVER RD | HOOKSETT | NH | 03106 | NONE | PUBLIC CHARITY | EDUCATION | $201,820 | |
| SPARKSHARE | ||||||||
| 50 MILK STREET 15TH FLOOR | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $10,000 | |
| SQUASHBUSTERS | ||||||||
| 795 COLUMBUS AVENUE | ROXBURY CROSSING | MA | 02120 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $3,000 | |
| TALENT BEYOND BOUNDARIES | ||||||||
| 2000 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $11,650 | |
| TEACH FOR AMERICA | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 | |
| TEAM IMPACT | ||||||||
| 500 VICTORY ROAD | QUINCY | MA | 02171 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $2,000 | |
| TEMPLE BETH ELOHIM | ||||||||
| 31 MT EBO ROAD NORTH | BREWSTER | NY | 10509 | NONE | PUBLIC CHARITY | RELIGIOUS | $40,258 | |
| TENACITY | ||||||||
| 38 EVERETT STEEET SUITE 50 | BOSTON | MA | 02134 | NONE | PUBLIC CHARITY | EDUCATION | $100,000 | |
| THE BASE | ||||||||
| 150 SHIRLEY STREET | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | EDUCATION | $500 | |
| THE CHILDREN'S ROOM | ||||||||
| 1210 MASSACHUSETTS AVENUE | ARLINGTON | MA | 02476 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $5,000 | |
| THE EXODUS INSTITUTE | ||||||||
| 1320 19TH STREET NW SUITE 600 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | RELIGIOUS | $2,500 | |
| THE RASHI SCHOOL | ||||||||
| 8000 GREAT MEADOW ROAD | DEDHAM | MA | 02026 | NONE | PUBLIC CHARITY | RELIGIOUS | $513,500 | |
| THE SHALEM FOUNDATION | ||||||||
| 845 THIRD AVENUE SIXTH FLOOR | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | RELIGIOUS | $25,000 | |
| TRUSTBRIDGE FBO RESET UK | ||||||||
| 1901 ULMERTON ROAD SUITE 400 | CLEARWATER | FL | 33762 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $150,000 | |
| TRUSTEES OF TUFTS COLLEGE | ||||||||
| 163 PACHARD AVENUE | MEDFORD | MA | 02155 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 | |
| UCLA FOUNDATION - ANDERSON | ||||||||
| 110 WESTWOOD PLAZA | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | EDUCATION | $200,000 | |
| UNICEF | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $310,000 | |
| UNIVERSITY OF PENNSYLVANIA-WHARTON | ||||||||
| 3620 LOCUST WALK | PHILADELPHIA | PA | 19104 | NONE | PUBLIC UNIVERSITY | EDUCATION | $325,000 | |
| UNIVERSITY OF VERMONT | ||||||||
| 85 SOUTH PROSPECT STREET | BURLINGTON | VT | 05405 | NONE | PUBLIC UNIVERSITY | EDUCATION | $5,000 | |
| US HOLOCAUST MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | PUBLIC CHARITY | RELIGIOUS | $5,000 | |
| USA FOR IOM | ||||||||
| 1752 N STREET NW SUITE 600 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $329,003 | |
| WIKIMEDIA FOUNDATION INC | ||||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | EDUCATION | $50 | |
| YEAR UP INC | ||||||||
| 45 MILK STREET 9TH FLOOR | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | EDUCATION | $300,000 | |
| ZUMIX | ||||||||
| 260 SUMMER STREET | EAST BOSTON | MA | 02128 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,135,498 | 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 |
| Exclusion | $2,518,046 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | $118,636 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,933,622 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,119 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,491,764 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH ORDINARY INCOME | Desc |
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | $198,223 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$74,453 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $316,859 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$42,430 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $274,429 | 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 | 3 | LineNumberTxt |
| Relationship Statement | NONE | RelationshipStatementTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UTAH FILM CENTER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WEST BROADWAYSUITE 1125 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $54,026 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $29,411 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN TO WORKAROUND - THE ORGANIZATION BRINGS ECONOMIC OPPORTUNITIES TO THE HIGHLY-EDUCATED AND INTERNET-CONNECTED SYRIAN REFUGEE BY PROVIDING FAIR, DIGNIFIED WORK WHILE ALSO SERVING THE GROWING NEED OF COMPANIES TO PREPARE DATA FOR MACHINE LEARNING ALGORITHMS. | Desc |
| Amt | $25,000 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PAR GROUP, L.P. | StockNm |
| EOY Book Value | $142,803,508 | EOYBookValueAmt |
| EOYFMV | $142,803,508 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REFUGEE FILM PROJECT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $104,004 | BookValueAmt |
| EOYFMV | $104,004 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENT - MASSACHUSETTS PATHWAYS | $65,438 | $63,653 | $63,653 |
| PROGRAM RELATED INVESTMENT - SOCIAL FINANCE CT FAMILY OPIOID | $114,478 | $212,323 | $212,323 |
| PROGRAM RELATED INVESTMENT - LOAN RECEIVABLE - KIVA USER FUNDS | $0 | $100,000 | $100,000 |
| SOCIAL FINANCE CT FAMILY OPIOID | $0 | -$8,301 | -$8,301 |
| PROGRAM RELATED INVESTMENT - WORKAROUND | $0 | $25,000 | $25,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DEDUCTIONS RELATED TO PORTFOLIO INCOME -PASSTHROUGH PAR | $173,061 | $173,061 | $0 |
| DEDUCTIONS RELATED TO PORTFOLIO INCOME -PASSTHROUGH UP FUND | $7,737 | $0 | $0 |
| OFFICE EXPENSE | $861 | $0 | $0 |
| MEALS | $16,130 | $0 | $0 |
| INSURANCE | $650 | $0 | $0 |
| BANK FEES | $510 | $0 | $0 |
| OUTSIDE SERVICES | $43,767 | $0 | $0 |
| UTILITIES | $744 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH ORDINARY INCOME - MA PATHWAYS | $72,683 | $72,574 | $72,683 |
| PASSTHROUGH ORDINARY INCOME - UP FUND | -$564 | $0 | -$564 |
| PASSTHROUGH ORDINARY INCOME | $123,770 | -$74,453 | $123,770 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED CHANGE IN VALUE OF INVESTMENTS | Desc |
| Amt | $30,836,030 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL TAXES PAYABLE | $42 | $0 |
| PENSION PLAN PAYABLE | $23,905 | $0 |
| CREDIT CARDS PAYABLE | $0 | $28,092 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| EDWARD L SHAPIRO | |||
| 661 HIGHLAND AVE NO 103A | NEEDHAM | MA | 02494 |
| BARBARA J SHAPIRO | |||
| 661 HIGHLAND AVE NO 103A | NEEDHAM | MA | 02494 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $181,250 | $0 | $0 |
| FOREIGN TAXES | $184 | $184 | $0 |
| MASSACHUSETTS TAXES | $175,000 | $0 | $0 |
| PAYROLL TAXES | $12,236 | $0 | $9,789 |