HENRY P KENDALL FOUNDATION TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HENRY P KENDALL FOUNDATION TRUST (EIN 04-6029103)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202033189349102778
- 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
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T16:21:02-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042273266 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DARMODY MERLINO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 046029103 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY P KENDALL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HENR | BusinessNameControlTxt |
| Phone | 6179512555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 176 FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW W KENDALL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6179512555 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID J GORDON | PreparerPersonNm |
| PTIN | P01444304 | PTIN |
| Phone | 6174267300 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.195.19.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 13:16:47 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DB67FAC3354D9BA84AEEC372EEB1EB4A1DC8D3B0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DB67FAC3354D9BA84AEEC372EEB1EB4A1DC8D3B0 | 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 | $94,326,986 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,856,510 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,857,195 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,196,237 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,462,152 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,195,595 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $387,090 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $390,423 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,439,837 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,443,213 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $408,604 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $408,604 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $72,502 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $72,502 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $101,480 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $101,480 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $25,350 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $938 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,412 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $476,095 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $210,303 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $265,792 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $153,153 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,511 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $151,642 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,705 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $102,642 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $102,642 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $368,884 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $199,616 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $160,533 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,745,165 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $428,243 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,303,482 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,107,455 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,107,455 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,852,620 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $428,243 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,410,937 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,412,783 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,014,970 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $269,837 | CashBOYAmt |
| Cash EOY | $593,070 | CashEOYAmt |
| Cash EOYFMV | $593,070 | CashEOYFMVAmt |
| Acct Rcvbl | $2,238,722 | AcctRcvblAmt |
| Acct Rcvbl BOY | $39,565 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,238,722 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,238,722 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $241,682 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $238,170 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $241,682 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $241,682 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $9,249 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,676 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,676 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $83,734,133 | CorporateStockBOYAmt |
| Corporate Stock EOY | $89,849,528 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $89,849,528 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $510,735 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,327,205 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,327,205 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $113,987 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $56,124 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $14,595 | LandBOYAmt |
| Land EOY | $57,863 | LandEOYAmt |
| Land EOYFMV | $57,863 | LandEOYFMVAmt |
| Other Assets BOY | $13,240 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,240 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,240 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $84,829,524 | TotalAssetsBOYAmt |
| Total Assets EOY | $94,326,986 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $94,326,986 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $31,277 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $30,567 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $31,277 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,567 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $84,798,247 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $94,296,419 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $84,798,247 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $94,296,419 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $84,829,524 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $94,326,986 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $84,798,247 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,412,783 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,910,955 | OtherIncreasesAmt |
| Subtotal | $94,296,419 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $94,296,419 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| SIGULER GUFF II - K-1 LONG TERM | P | 2019-12-31 | $27,382 | $27,382 | $27,382 | |||
| SIGULER GUFF III - K-1 SHORT TERM | P | 2019-12-31 | -$215 | -$215 | $215 | |||
| SIGULER GUFF III - K-1 LONG TERM | P | 2019-12-31 | $2,833 | $2,833 | $2,833 | |||
| SIGULER GUFF DISTRESSED OPPORTUNITIES FUND III LP - K-1 SECTION 1231 GAIN | P | 2019-12-31 | -$2 | -$2 | $2 | |||
| IR&M CORE BOND FUND II - K-1 SHORT TERM | P | 2019-12-31 | $45,154 | $45,154 | $45,154 | |||
| IR&M CORE BOND FUND II - K-1 LONG TERM | P | 2019-12-31 | $2,740 | $2,740 | $2,740 | |||
| CANYON VALUE REALIZATION FUND, LP - K-1 SECTION 1256 LOSS - NET SHORT TERM | P | 2019-12-31 | -$2,575 | -$2,575 | $2,575 | |||
| CANYON VALUE REALIZATION FUND, LP - K-1 SECTION 1256 LOSS - NET LONG TERM | P | 2019-12-31 | -$3,863 | -$3,863 | $3,863 | |||
| CANYON VALUE REALIZATION FUND, LP - K-1 SHORT TERM | P | 2019-12-31 | $51,860 | $51,860 | $51,860 | |||
| CANYON VALUE REALIZATION FUND, LP - K-1 LONG TERM | P | 2019-12-31 | $69,560 | $69,560 | $69,560 | |||
| CANYON VALUE REALIZATION FUND, LP - K-1 SECTION 1231 GAIN | P | 2019-12-31 | -$280 | -$280 | $280 | |||
| HEITMAN AMERICA REAL ESTATE - K-1 NET LONG TERM | P | 2019-12-31 | $75,191 | $75,191 | $75,191 | |||
| BOSTON PARTNERS GLOBAL EQUITY - K-1 SECTION 1256 GAIN - NET SHORT TERM | P | 2019-12-31 | $238 | $238 | $238 | |||
| BOSTON PARTNERS GLOBAL EQUITY - K-1 SECTION 1256 GAIN - NET LONG TERM | P | 2019-12-31 | $357 | $357 | $357 | |||
| BOSTON PARTNERS GLOBAL EQUITY FUND - K-1 - NET SHORT TERM | P | 2019-12-31 | -$80,106 | -$80,106 | $80,106 | |||
| BOSTON PARTNERS GLOBAL EQUITY FUND - K-1 - NET LONG TERM | P | 2019-12-31 | $75,499 | $75,499 | $75,499 | |||
| PARAMETRIC DEFENSIVE EQUITY FUND 1256 GAIN - NET SHORT TERM | P | 2019-12-31 | $40,532 | $40,532 | $40,532 | |||
| PARAMETRIC DEFENSIVE EQUITY FUND 1256 GAIN - NET LONG TERM | P | 2019-12-31 | $60,799 | $60,799 | $60,799 | |||
| PARAMETRIC DEFENSIVE EQUITY FUND - K-1 - NET SHORT TERM | P | 2019-12-31 | $33,210 | $33,210 | $33,210 | |||
| PARAMETRIC DEFENSIVE EQUITY FUND - K-1 - NET LONG TERM | P | 2019-12-31 | $62 | $62 | $62 | |||
| HIGHBAR PARTNERS III, L.P. - NET LONG TERM | P | 2019-12-31 | $121,992 | $121,992 | $121,992 | |||
| LAZARD EMERGING MARKETS SMALL CAP EQUITY TRUST - K-1 - NET SHORT TERM | P | 2019-12-31 | $53,956 | $53,956 | $53,956 | |||
| LAZARD EMERGING MARKETS SMALL CAP EQUITY TRUST - K-1 - NET LONG TERM | P | 2019-12-31 | -$84,234 | -$84,234 | $84,234 | |||
| RENAISSANCE INSTITUTIONAL EQUITIES FUND LLC - NET SHORT TERM | P | 2019-12-31 | -$19,097 | -$19,097 | $19,097 | |||
| RENAISSANCE INSTITUTIONAL EQUITIES FUND LLC - NET LONG TERM | P | 2019-12-31 | $21,602 | $21,602 | $21,602 | |||
| GLENDOWER CAPITAL SOF IV, LP - NET LONG TERM | P | 2019-12-31 | $760 | $760 | $760 | |||
| INVESCO DB COMMODITY - K-1 - NET SHORT TERM | P | 2019-12-31 | -$635 | -$635 | $635 | |||
| ENTERPRISE PRODUCTS PARTNERS L.P. - K-1 - SECTION 1231 LOSS | P | 2019-12-31 | -$7 | -$7 | $7 | |||
| PUBLICLY TRADED SECURITIES - NORTHERN TRUST - HOUSE ACCOUNT | P | 2019-12-31 | -$761,075 | -$761,075 | $761,075 | |||
| PUBLICLY TRADED SECURITIES - NORTHERN TRUST - HOUSE ACCOUNT | P | 2019-12-31 | $4,145,202 | $706,119 | $706,119 | $3,439,083 | ||
| PUBLICLY TRADED SECURITIES - NORTHERN TRUST - RANGER SMA ACCOUNT | P | 2019-12-31 | $638,865 | -$70,954 | -$70,954 | $709,819 | ||
| PUBLICLY TRADED SECURITIES - NORTHERN TRUST - RANGER SMA ACCOUNT | P | 2019-12-31 | $186,262 | $20,818 | $20,818 | $165,444 | ||
| DISPOSAL OF POLYCOM VTX 1000 | P | 2019-12-31 | $0 | $0 | $1,117 | 2006-10-06 | $1,117 | |
| DISPOSAL OF DELL OPTIPLEX 780 | P | 2019-12-31 | $0 | $0 | $935 | 2010-12-15 | $935 | |
| DISPOSAL OF DELL OPTIPLEX 9020 | P | 2019-12-31 | $0 | $0 | $1,114 | 2014-05-15 | $1,114 | |
| DISPOSAL OF DELL LATITUDE E7440 | P | 2019-12-31 | $0 | $0 | $1,716 | 2014-12-01 | $1,716 | |
| DISPOSAL OF DELL LATITUDE E7440 | P | 2019-12-31 | -$122 | -$122 | $2,122 | 2015-04-01 | $2,000 | |
| CAPITAL GAINS DIVIDENDS | P | $808,096 | $808,096 | $808,096 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,195,595 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,577,322 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $94,177,820 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048603 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,068,305 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $91,094,449 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044660 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,225,080 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $86,845,977 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048650 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,431,058 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $88,311,045 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050176 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,466,992 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $85,696,224 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052126 | DistributionYr5Rt |
| Total Distribution | 0.244215 | TotalDistributionRt |
| Average Distribution | 0.048843 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $90,250,983 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,408,129 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $30,150 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,438,279 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,468,024 | 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 | $30,150 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,150 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,150 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $86,872 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $106,872 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $207 | EsPenaltyAmt |
| Overpayment | $76,515 | OverpaymentAmt |
| Applied To ES Tax | $76,515 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 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.KENDALL.ORG | WebsiteAddressTxt |
| Individual With Books | JOHN MCCRAE | IndividualWithBooksNm |
| Phone | 6179512525 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 176 FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN P KENDALL | ||||||||
| 176 FEDERAL STREET | BOSTON | MA | 02110 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ANDREW W KENDALL | ||||||||
| 176 FEDERAL STREET | BOSTON | MA | 02110 | TRUSTEE/EXECUTIVE DIRECTOR | 40.00 | $408,604 | $60,001 | $0 |
| PHOEBE S WINDER | ||||||||
| 176 FEDERAL STREET | BOSTON | MA | 02110 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| KENNETH F MEYERS | ||||||||
| 176 FEDERAL STREET | BOSTON | MA | 02110 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| TORE C NELSON | ||||||||
| 176 FEDERAL STREET | BOSTON | MA | 02110 | TRUSTEE | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KALILLA BOOKER-CASSANO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 176 FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM ASSISTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $67,252 | CompensationAmt |
| Employee Benefits | $16,233 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ADAMEC COMMUNICATIONS | ||||||
| 74 HOWE STREET | ASHLAND | MA | 01721 | CONSULTANTS | $181,357 | |
| NORTHBOUND VENTURES LLC | ||||||
| 66 RAYMOND AVENUE | SOMERVILLE | MA | 02144 | CONSULTANTS | $85,411 | |
| HAIRPIN COMMUNICATIONS LLC | ||||||
| 63 GREEN STREET | BROOKLINE | MA | 02446 | CONSULTANTS | $65,058 | |
| NEPC LLC | ||||||
| 255 STATE STREET | BOSTON | MA | 02109 | INVESTMENT MANAGEMENT | $64,538 | |
| HEITMAN AMER REAL ESTATE FUND | ||||||
| C/O HEITMAN LLC 191 NORTH WACKER | CHICAGO | IL | 60606 | INVESTMENT MANAGEMENT | $54,055 | DRIVE 2500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $89,909,603 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $519,685 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,196,075 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $91,625,363 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $91,625,363 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,374,380 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $90,250,983 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,512,549 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,512,549 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,150 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,150 | TotalTaxAmt |
| Distributable Before Adj | $4,482,399 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,482,399 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,482,399 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,410,937 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $57,087 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $5,468,024 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $30,150 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,437,874 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,482,399 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $94,833 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,468,024 | QualifyingDistributionsAmt |
| Applied To Year1 | $94,833 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,482,399 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $890,792 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $890,792 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $890,792 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $890,792 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADAMS CHESHIRE SCHOOL DISTRICT | |||||||
| 125 SAVORY ROAD | CHESHIRE | MA | 01225 | NO RELATIONSHIP | PC | TO SUPPORT THE FARM-TO-SCHOOL PROGRAM AT HOOSAC HIGH SCHOOL | $25,000 |
| BABSON COLLEGE | |||||||
| 231 FOREST STREET | BABSON PARK | MA | 02457 | NO RELATIONSHIP | PC | TO ASSIST THE COLLEGE IN SUPPORTING PRODUCTION AND PROCURING LOCAL CHEESE SOURCES FOR ITS FOOD SERVICE PROGRAM | $250,000 |
| BOSTON PUBLIC SCHOOLS | |||||||
| 370 COLUMBIA ROAD | BOSTON | MA | 02128 | NO RELATIONSHIP | PC | TO ACCELERATE THE USE OF FRESH, LOCAL, SUSTAINABLE FOODS IN CITY-WIDE FOOD SERVICE OPERATIONS | $158,000 |
| BROWN UNIVERSITY | |||||||
| BOX 1929 | PROVIDENCE | RI | 12912 | NO RELATIONSHIP | PC | TO SUPPORT THE INCREASED PRODUCTION, PROCESSING AND CONSUMPTION OF LOCAL CHEESES FOR ITS FOOD SERVICE PROGRAM | $250,000 |
| BURLINGTON SCHOOL FOOD PROJECT | |||||||
| 52 INSTITUTE ROAD | BURLINGTON | VT | 05408 | NO RELATIONSHIP | PC | TO ASSIST THE SCHOOL DISTRICT WITH THE DEVELOPMENT OF A 3-5 YEAR STRATEGIC PLAN FOR THEIR FARM-TO-SCHOOL PROGRAM | $10,000 |
| CODMAN ACADEMY FOUNDATION | |||||||
| 637 WASHINGTON STREET | DORCHESTER | MA | 02124 | NO RELATIONSHIP | PC | TO SUPPORT THE SCHOOL'S FARM-TO-SCHOOL GOAL OF 20% LOCAL PROCUREMENT OF FRESH FOODS BY 2020 | $38,000 |
| ELMORE MORRISTOWN UNIFIED UNION SCHOOL DISTRICT | |||||||
| 45 COPLEY AVE | MORRISVILLE | VT | 05661 | NO RELATIONSHIP | PC | TO SUPPORT THE SCHOOL'S FARM-TO-SCHOOL PROGRAM WITH ADDED GREENHOUSE SPACE, COOKING PROGRAMS AND NUTRITIONAL EDUCATION | $25,000 |
| FARM FRESH RHODE ISLAND | |||||||
| 1005 MAIN ST 1220 | PAWTUCKET | RI | 02860 | NO RELATIONSHIP | PC | TO EXPAND THE OFFERING OF LOCAL FOODS TO STUDENTS AND DEVELOPING A STRATEGIC PLAN FOR THEIR STATEWIDE FARM-TO-SCHOOL PROGRAM | $75,000 |
| FOODBANK OF WESTERN MASSACHUSETTS | |||||||
| PO BOX 160 | HATFIELD | MA | 01038 | NO RELATIONSHIP | PC | TO INCREASE ITS LOCAL FARMING CAPACITY TOWARDS PROVIDING FRESH REGIONAL FOODS TO THE SPRINGFIELD PUBLIC SCHOOLS AND PIONEER VALLEY | $150,000 |
| FOODCORPS | |||||||
| 1140 SE 7TH AVE SUITE 110 | PORTLAND | OR | 97214 | NO RELATIONSHIP | PC | TO SUPPORT THE PLANNING PROJECT FOR DRIVING CHANGE ON THE SUPPLY SIDE OF FOOD SYSTEMS IN DELIVERING HEALTHIER FOODS TO SCHOOLS | $30,000 |
| FRANKLIN COUNTY COMMUNITY DEV CORP | |||||||
| 324 WELLS ST | GREENFIELD | MA | 01301 | NO RELATIONSHIP | PC | TO PROVIDE STAFF SUPPORT TO WORK WITH A NETWORK OF FARMING ORGANIZATIONS ON AGRICULTURAL ADVOCACY | $50,000 |
| GROTON PUBLIC SCHOOLS | |||||||
| 101 GROTON LONG POINT ROAD | GROTON | CT | 06340 | NO RELATIONSHIP | PC | TO SUPPORT THE ESTABLISHMENT OF A FARM-TO-SCHOOL PROGRAM TO PROVIDE LOCAL PRODUCE TO ALL NINE DISTRICT SCHOOLS | $84,174 |
| HARTFORD FOOD SYSTEM INC | |||||||
| ONE CONGRESS STREET AUITE 302 | HARTFORD | CT | 06114 | NO RELATIONSHIP | PC | TO SUPPORT THE CONNECTICUT FOOD SYSTEMS ALLIANCE STATEWIDE FOOD ACTION PLAN IN PROMOTING HEALTHY FOODS | $50,000 |
| HAWLEMONT REGIONAL SCHOOL | |||||||
| 26 ASHFIELD ROAD | SHELBURNE FALLS | MA | 01370 | NO RELATIONSHIP | PC | TO INCREASE THE CAPACITY OF THE SCHOOL'S AGRICULTURE PROGRAM IN PROVIDING FRESH FOOD TO THE CAFETERIA | $36,851 |
| HEALTHY COMMUNITIES OF THE CAPITAL AREA | |||||||
| 11 MECHANIC STREET SUITE 101 | GARDINER | ME | 04345 | NO RELATIONSHIP | PC | TO SUPPORT A FULL-TIME STAFF POSITION TO LEAD THE IMPLEMENTATION OF RECENTLY-COMPLETED STRATEGIC PLAN | $50,000 |
| INNOVATION NETWORK FOR COMMUNITIES | |||||||
| PO BOX 397 | BEAVER ISLAND | MI | 49782 | NO RELATIONSHIP | PC | TO PROVIDE ONGOING OPERATING SUPPORT FOR THE GREEN RIBBON COMMISSION TO EXPLORE TRANSFORMING FOOD SYSTEMS TOWARD REDUCING CARBON EMISSIONS AND CLIMATE DISRUPTION | $25,000 |
| JOHN MERCK FUND | |||||||
| 31 ST JAMES AVE SUITE 888 | BOSTON | MA | 02116 | NO RELATIONSHIP | PC | TO AUGMENT THEIR NEW ENGLAND REGIONAL FOOD SYSTEMS CAPACITY-BUILDING GRANTS PROGRAM | $150,000 |
| LAMOILLE NORTH SCHOOL DISTRICT | |||||||
| 96 CRICKET HILL ROAD | HYDE PARK | VT | 05655 | NO RELATIONSHIP | PC | TO ASSIST WITH THE DEVELOPMENT OF A HANDS-ON SUSTAINABLE AGRICULTURE AND FOOD SYSTEM PROGRAM FOR STUDENTS TO LEARN ABOUT FARMING | $62,152 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 600 MEMORIAL DRIVE | CAMBRIDGE | MA | 02139 | NO RELATIONSHIP | PC | TO INCREASE THE SUPPLY OF FRESH LOCAL FOOD SERVED IN CAFETERIAS AND SOLD IN ON-CAMPUS GROCERIES | $250,000 |
| MOUNT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | NO RELATIONSHIP | PC | TO PROVIDE SALARY FUNDING FOR A FOOD SYSTEMS MANAGER IN PURSUIT OF SPENDING 20% OF FOODSERVICE BUDGET ON LOCALLY GROWN FOODS | $10,000 |
| NORTH STAR FUND INC | |||||||
| 520 8TH AVENUE SUITE 1800 | NEW YORK | NY | 10018 | NO RELATIONSHIP | PC | TO SPONSOR A REGIONAL MEETING OF STATE DIRECTORS OF AGRICULTURE | $1,000 |
| ORG FOR REFUGEE & IMMIGRANT SUCCESS | |||||||
| 343 LAKE AVENUE FLOOR 2 | MANCHESTER | NH | 03103 | NO RELATIONSHIP | PC | TO DEVELOP A LONG-TERM FARM-TO-SCHOOL PLAN FOR THE MANCHESTER SCHOOL DISTRICT | $9,750 |
| PROVIDENCE PUBLIC SCHOOLS | |||||||
| 959 WASHINGTON STREET | PROVIDENCE | RI | 02903 | NO RELATIONSHIP | PC | TO ASSIST THE SCHOOL DISTRICTS FOODSERVICE PROGRAM IN DEVELOPING A LONG-RANGE STRATEGIC PLAN | $10,000 |
| SHELBURNE FARMS | |||||||
| 1611 HARBOR RD | SHELBURNE | VT | 05482 | NO RELATIONSHIP | PC | 1. TO PROVIDE ADDITIONAL CAPACITY TO VT-FEED IN CREATING SUSTAINABLE FARM-TO-SCHOOL PROGRAMS 2. TO SUPPORT STIPENDS FOR FARM-TO-SCHOOL COACHING 3. TO ADVANCE STRATEGIC PRIORITIES FOR EXPANDED FARM-TO-SCHOOL PROGRAMMING ACROSS ALL NEW ENGLAND STATES | $131,000 |
| SIDNEY CENTRAL SCHOOL DISTRICT | |||||||
| 95 WEST MAIN STREET | SIDNEY | NY | 13838 | NO RELATIONSHIP | PC | TO INCREASE SKILLS AND CAPACITY FOR PROCURING, GROWING AND PREPARING LOCAL FOODS IN THEIR CAFETERIA | $38,370 |
| SPRINGFIELD PUBLIC SCHOOLS | |||||||
| 1550 MAIN STREET | SPRINGFIELD | MA | 01103 | NO RELATIONSHIP | PC | 1. TO DEVELOP AND SUSTAIN COMMUNITY ENGAGEMENT IN A NEW CULINARY & NUTRITION CENTER 2. TO SUPPORT THE NEXT PHASE OF IMPLEMENTATION FOR THE SPRINGFIELD CULINARY AND NUTRITION CENTER | $175,000 |
| THIRD SECTOR NEW ENGLAND | |||||||
| 89 SOUTH STREET 700 | BOSTON | MA | 02111 | NO RELATIONSHIP | PC | 1. TO EXPAND THE FARM TO SCHOOL INSTITUTE AND INCREASE ENGAGEMENT WITH MASSACHUSETTS SCHOOL DISTRICTS 2. TO MOBILIZE INSTITUTIONS IN THE TRANSFORMATION OF NEW ENGLAND'S FOOD SYSTEM | $225,000 |
| TRUSTEES OF BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NO RELATIONSHIP | PC | TO DEVELOP A ROBUST REGIONAL AND SUSTAINABLE FOOD SERVICE PROGRAM AND INTERACTIVE FOOD SYSTEMS CLASSROOM | $95,644 |
| UNIVERSITY OF CONNECTICUT FOUNDATION INC | |||||||
| 2390 ALUMNI DRIVE UNIT 3206 | STORRS | CT | 06269 | NO RELATIONSHIP | PC | TO SUPPORT STRATEGIC PLANNING AND IMPLEMENTATION OF FARM TO SCHOOL PROGRAMMING IN CONNECTICUT | $100,000 |
| UNIVERSITY OF MAINE FAMINGTON | |||||||
| 224 MAIN STREET | FAMINGTON | ME | 04938 | NO RELATIONSHIP | PC | TO SUPPORT AN INFRASTRUCTURE/DISTRIBUTION PROJECT THAT WILL PROVIDE LOCAL FOODS INTO THE INSTITUTIONAL AND HUNGER-RELIEF CHANNELS | $250,000 |
| UNIVERSITY OF MASSACHUSETTS FOUNDATION | |||||||
| 225 FRANKLIN STREET 12TH FLOOR | BOSTON | MA | 02110 | NO RELATIONSHIP | PC | TO SPONSOR ATTENDEES FOR THE TASTE OF THE WORLD CHEF CULINARY CONFERENCE AT UNIVERSITY OF MASSACHUSETTS AMHERST | $10,000 |
| UNIVERSITY OF NEW HAMPSHIRE FOUNDATION | |||||||
| 131 MAIN STREET | DURHAM | NH | 03824 | NO RELATIONSHIP | PC | 1. TO SUPPORT KEY ACTIVITIES OF THE FOOD SOLUTIONS NEW ENGLAND NETWORK 2. TO SUPPORT THE UNH SUSTAINABILITY INSTITUTE AS THE BACKBONE ORGANIZATION OF THE NEW HAMPSHIRE FOOD ALLIANCE | $200,000 |
| UNIVERSITY OF VERMONT | |||||||
| 85 SOUTH PROSPECT STREET | BURLINGTON | VT | 05405 | NO RELATIONSHIP | PC | TO CONNECT INSTITUTIONS AND FOOD PROCESSORS; TO COORDINATE SEASONAL DEMAND BY BRINGING TOGETHER HEALTHCARE AND CAMPUS DINING OPERATIONS | $250,000 |
| URBAN FOOD INITIATIVE | |||||||
| 54 WILDE ROAD | WABAN | MA | 02468 | NO RELATIONSHIP | PC | 1. TO FUND A SUMMER INTERN FOR A FOUNDATION GRANTEE, THE DAILY TABLE 2. TO FUND ONGOING OPERATIONS AND CAPITAL COSTS OF THE URBAN FOOD INITIATIVE | $506,014 |
| VERMONT SUSTAINABLE JOBS FUND | |||||||
| 3 PITKIN COURT SUITE 301E | MONTPELIER | VT | 05602 | NO RELATIONSHIP | PC | 1. TO ASSIST WITH TRAVEL COSTS FOR VERMONT STATE FOOD SYSTEMS PLANNERS TO ATTEND A NATIONAL FOOD SYSTEM PLANNING CONFERENCE 2. TO SUPPORT THE VERMONT FARM-TO-PLATE STATEWIDE NETWORK | $76,500 |
| WESTERN NEW ENGLAND UNIVERSITY | |||||||
| 1215 WILBRAHAM ROAD | SPRINGFIELD | MA | 01119 | NO RELATIONSHIP | PC | TO SUPPORT A COLLABORATION TO EXPAND LOCAL GREENHOUSE PRODUCTION, FOOD OFFERINGS AND EDUCATION TO ADDRESS REGIONAL CAMPUS FOOD SELF-SUFFICIENCY | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,107,455 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,856,510 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $387,090 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,196,237 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,439,837 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,439,837 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $31,750 | Amt |
| Net Investment Income | $15,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,875 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail (2 entries)
| Amortized ExpensesAmortizedExpensesDesc | Acquired Completed Or ExpendedAcquiredCompletedOrExpendedDt | AmortizedAmortizedAmt | Deduction For Prior YearsDeductionForPriorYearsAmt | Amortization PeriodAmortizationPeriodRt | Current Year AmortizationCurrentYearAmortizationAmt | Net Investment IncomeNetInvestmentIncomeAmt | Total AmortizationTotalAmortizationAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT - 2017 | 2017-03-24 | $399 | $321 | 36.000000000000 | $66 | $0 | $387 |
| WEBSITE DEVELOPMENT | 2019-07-01 | $53,550 | 36.000000000000 | $8,925 | $0 | $8,925 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT 2003 - 2008 | 2006-12-31 | $2,226 | $2,226 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT - 2010 | 2010-12-31 | $4,628 | $4,628 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT - 2011 | 2011-12-31 | $5,223 | $5,223 | 200DB | 5.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2003-06-01 | $21,795 | $8,710 | SL | 39.000000000000 | $559 | $0 |
| FURNITURE & FIXTURES | 2002-07-01 | $6,740 | $6,740 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2006-05-02 | $2,572 | $2,572 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2008-08-15 | $2,216 | $2,216 | 200DB | 7.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT - 2013 | 2013-11-22 | $947 | $473 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT - 2014 | 2014-05-15 | $1,114 | $525 | 200DB | 5.000000000000 | $32 | $0 |
| COMPUTER EQUIPMENT - 2014 | 2014-12-01 | $1,716 | $808 | 200DB | 5.000000000000 | $49 | $0 |
| COMPUTER EQUIPMENT - 2015 | 2015-04-01 | $2,122 | $878 | 200DB | 5.000000000000 | $61 | $0 |
| COMPUTER EQUIPMENT - 2016 | 2016-04-18 | $2,241 | $797 | 200DB | 5.000000000000 | $129 | $0 |
| COMPUTER EQUIPMENT - 2016 | 2016-05-17 | $5,863 | $2,087 | 200DB | 5.000000000000 | $338 | $0 |
| COMPUTER EQUIPMENT - 2018 | 2018-12-19 | $2,050 | 200DB | 5.000000000000 | $0 | $0 | |
| COMPUTER EQUIPMENT - 2019 | 2019-03-06 | $2,051 | 200DB | 5.000000000000 | $2,051 | $0 | |
| COMPUTER EQUIPMENT - 2019 | 2019-04-19 | $1,486 | 200DB | 5.000000000000 | $1,486 | $0 | |
| COMPUTER EQUIPMENT 2003 - 2008 | 2006-12-31 | $1,117 | $1,117 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT - 2010 | 2010-12-31 | $935 | $935 | 200DB | 5.000000000000 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES, FIXED INCOME & MUTUAL FUNDS | StockNm |
| EOY Book Value | $89,849,528 | EOYBookValueAmt |
| EOYFMV | $89,849,528 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LITTLE LEAF FARMS LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,327,205 | BookValueAmt |
| EOYFMV | $1,327,205 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER EQUIPMENT 2003 - 2008 | $2,226 | $2,226 | $0 |
| COMPUTER EQUIPMENT - 2010 | $4,628 | $4,628 | $0 |
| COMPUTER EQUIPMENT - 2011 | $5,223 | $5,223 | $0 |
| LEASEHOLD IMPROVEMENTS | $21,795 | $9,269 | $12,526 |
| FURNITURE & FIXTURES | $6,740 | $6,740 | $0 |
| FURNITURE & FIXTURES | $2,572 | $2,572 | $0 |
| FURNITURE & FIXTURES | $2,216 | $2,216 | $0 |
| COMPUTER EQUIPMENT - 2013 | $947 | $947 | $0 |
| COMPUTER EQUIPMENT - 2016 | $2,241 | $2,047 | $194 |
| COMPUTER EQUIPMENT - 2016 | $5,863 | $5,357 | $506 |
| COMPUTER EQUIPMENT - 2017 | $399 | $387 | $12 |
| COMPUTER EQUIPMENT - 2018 | $2,050 | $2,050 | $0 |
| COMPUTER EQUIPMENT - 2019 | $2,051 | $2,051 | $0 |
| COMPUTER EQUIPMENT - 2019 | $1,486 | $1,486 | $0 |
| WEBSITE DEVELOPMENT | $53,550 | $8,925 | $44,625 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $25,350 | LegalFeesAmt |
| Net Investment Income | $938 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,412 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $13,240 | BOYBookValueAmt |
| EOY Book Value | $13,240 | EOYBookValueAmt |
| EOYFMV | $13,240 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (21 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER EXPENSE | $22,662 | $0 | $22,662 |
| OFFICE EXPENSE | $13,795 | $0 | $13,795 |
| POSTAGE & DELIVERY | $1,360 | $0 | $1,360 |
| PROGRAM EXPENSES | $37,600 | $0 | $37,600 |
| TELEPHONE & INTERNET | $80,277 | $0 | $80,277 |
| SHARON PROPERTY COSTS | $99 | $0 | $99 |
| DEDUCTIONS FROM SIGULER GUFF II K-1 | $4,369 | $4,369 | $0 |
| DEDUCTIONS FROM SIGULER GUFF III K-1 | $6,748 | $6,748 | $0 |
| DEDUCTIONS FROM INVESCO DB COMMODITY INDEX TRACKING FUND K-1 | $0 | $256 | $0 |
| DEDUCTIONS FROM IR&M CORE BOND FUND II K-1 | $5,991 | $5,991 | $0 |
| DEDUCTIONS FROM CRESCENT DIRECT LENDING FUND K-1 | $0 | $0 | $0 |
| INSURANCE | $4,740 | $0 | $4,740 |
| DEDUCTIONS FROM CANYON VALUE REALIZATION K-1 | $83,361 | $83,361 | $0 |
| DEDUCTIONS FROM HEITMAN AMERICA REAL ESTATE TRUST K-1 | $44 | $44 | $0 |
| DEDUCTIONS FROM BOSTON PARTNERS GLOBAL EQUITY FUND K-1 | $44,608 | $44,608 | $0 |
| DEDUCTIONS FROM PARAMETRIC DEFENSIVE EQUITY FUND K-1 | $5,261 | $5,261 | $0 |
| DEDUCTIONS FROM HIGHBAR PARTNERS III K-1 | $15,336 | $15,336 | $0 |
| DEDUCTIONS FROM LITTLE LEAF FARM LLC K-1 | $265 | $265 | $0 |
| DEDUCTIONS FROM LAZARD EMERGING MARKETS SMALL CAP EQUITY TRUST K-1 | $8,948 | $8,948 | $0 |
| DEDUCTIONS FROM RENAISSANCE INSTITUTIONAL EQUITIES K-1 | $24,429 | $24,429 | $0 |
| AMORTIZATION | $8,991 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SIGULER GUFF DISTRESSED OPPORTUNITIES FUND II, LP - K-1 | $361 | $361 | $361 |
| SIGULER GUFF DISTRESSED OPPORTUNITIES FUND III, LP - K-1 | $6,313 | $6,313 | $6,313 |
| CRESCENT DIRECT LENDING FUND, LP - K-1 | $82,195 | $82,195 | $82,195 |
| ENTERPRISE PRODUCTS PARTNERS L.P. - K-1 | $0 | $194 | $0 |
| CANYON VALUE REALIZATION | $16,052 | $16,052 | $16,052 |
| IR&M CORE BOND FUND II | $0 | $0 | $0 |
| BOSTON PARTNERS GLOBAL EQUITY | -$732 | -$732 | -$732 |
| LITTLE LEAF FARM LLC - K-1 | $316,856 | $316,856 | $316,856 |
| LAZARD EMERGING MARKETS SMALL CAP EQUITY TRUST | $32,573 | $32,573 | $32,573 |
| KABOUTER INTERNATIONAL OPPORTUNITIES OFFSHORE FUND II, LTD | $0 | $0 | $0 |
| GLENDWOER SOF IV | -$47,487 | -$47,487 | -$47,487 |
| RENAISSANCE INSTITUTIONAL EQUITIES | $1,119 | $1,119 | $1,119 |
| CANYON VALUE REALIZATION OFFSHORE | -$6,693 | -$6,693 | -$6,693 |
| DIRECT LENDING FUND III | -$5,758 | -$5,758 | -$5,758 |
| WHITEBOX MULTI STRATEGY FUND | -$7,709 | -$7,709 | -$7,709 |
| POWERSHARES DB COMMODITY INDEX TRACKING - K-1 | $0 | $3,139 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS AND LIMITED PARTNERSHIPS | $11,853,689 |
| OTHER DIFFERENCES AS REPORTED ON K-1 PASS-THROUGH ENTITIES | $57,266 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (4 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|---|
| FAIR FOOD FUND | |||||||||
| NONE | $125,000 | $136,250 | 2013-11 | 2020-11 | LUMP SUM, INCLUDING ACCRUED INTEREST | 1.500000000000 | PROGRAM-RELATED INVESTMENT | CASH | $125,000 |
| PIONEER VALLEY GROWS RISK CAPITAL POOL | |||||||||
| NONE | $25,000 | $27,338 | 2015-12 | 2021-12 | LUMP SUM, INCLUDING ACCRUED INTEREST | 0.000000000000 | PROGRAM-RELATED INVESTMENT | CASH | $25,000 |
| PIONEER VALLEY GROWS PATIENT CAPITAL POOL | |||||||||
| NONE | $37,500 | $39,092 | 2015-12 | 2018-07 | LUMP SUM, INCLUDING ACCRUED INTEREST | 4.000000000000 | PROGRAM-RELATED INVESTMENT | CASH | $37,500 |
| PIONEER VALLEY GROWS PATIENT CAPITAL POOL | |||||||||
| NONE | $37,500 | $39,002 | 2018-09 | 2026-09 | 4.000000000000 | PROGRAM-RELATED INVESTMENT | CASH | $37,500 | |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ALLOCABLE CONSULTING FEES | $330,330 | $64,538 | $265,792 |
| INVESTMENT MANAGEMENT FEES | $104,269 | $104,269 | $0 |
| CUSTODIAN FEES | $41,496 | $41,496 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY WAY KENDALL TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JOHN CLYMER TRUSTEE 176 FEDERAL | AddressLine1Txt |
| Address Line2 | STREET | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MASSACHUSETTS ANNUAL REPORT - FORM PC | $500 | $0 | $500 |
| FEDERAL EXCISE TAX ON NET INVESTMENT INCOME | $151,142 | $0 | $151,142 |
| OTHER TAXES | $1,511 | $1,511 | $0 |