STRATEGIC GRANT PARTNERS INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- STRATEGIC GRANT PARTNERS INC (EIN 46-0512638)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-10
- IRS object ID
- 202043159349100339
- 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
- Depreciation Schedule
- General Explanation Attachment
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T12:05:12-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042206126 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAPHAEL AND RAPHAEL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 78 BLANCHARD ROAD SUITE 106 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460512638 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRATEGIC GRANT PARTNERS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STRA | BusinessNameControlTxt |
| Phone | 8572026230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 HUNTINGTON AVENUE NO 1500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNA JACOBSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8572026230 | PhoneNum |
| Signature | 2020-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRY T NICHOL | PreparerPersonNm |
| PTIN | P00697789 | PTIN |
| Phone | 6172101200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.238.128.106 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-06 | IPDt |
| IP Tm | 10:55:46 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | 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 | $250,658 | 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 | $11,216,975 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $531,054 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,748,029 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,716 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,716 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $594,158 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $594,158 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $116,720 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $116,720 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $24,734 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,734 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $54,610 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $54,610 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,193 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $32,193 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,213 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $500 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $22,289 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $116,635 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $116,635 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,219 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,219 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,240 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,240 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,660 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38,660 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,028,387 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,002,385 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,664,763 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,664,763 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,693,150 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,667,148 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $54,879 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $500,769 | CashBOYAmt |
| Cash EOY | $106,664 | CashEOYAmt |
| Cash EOYFMV | $106,664 | CashEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $189,875 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $78,598 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $133,566 | LandBOYAmt |
| Land EOY | $111,277 | LandEOYAmt |
| Land EOYFMV | $111,277 | LandEOYFMVAmt |
| Other Assets BOY | $17,580 | OtherAssetsBOYAmt |
| Other Assets EOY | $32,717 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $32,717 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $651,915 | TotalAssetsBOYAmt |
| Total Assets EOY | $250,658 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $250,658 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $462,304 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,168 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $462,304 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,168 | 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 | $189,611 | RetainedEarningBOYAmt |
| Retained Earning EOY | $244,490 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $189,611 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $244,490 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $651,915 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $250,658 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $189,611 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $54,879 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $244,490 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $244,490 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,121,014 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $993,163 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 8.176920 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,489,215 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $916,525 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 8.171316 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,072,456 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,210,516 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 7.494701 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,003,177 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $773,353 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 7.762531 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,831,243 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,418,183 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 8.342536 | DistributionYr5Rt |
| Total Distribution | 39.948004 | TotalDistributionRt |
| Average Distribution | 7.989601 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,187,930 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,491,087 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,491,087 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,667,148 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | STRATEGICGRANTPARTNERS.ORG | WebsiteAddressTxt |
| Individual With Books | ANNA SIKORSKY DIRECTOR OPADMIN | IndividualWithBooksNm |
| Phone | 8572026225 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 HUNTINGTON AVENUE SUITE 1500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOANNA JACOBSON | ||||||||
| 177 HUNTINGTON AVENUE NO 1500 | BOSTON | MA | 02115 | PRESIDENT AND DIRECTOR | 20.00 | $1,716 | $3,180 | $1,769 |
| MICHAEL P STANSKY | ||||||||
| 177 HUNTINGTON AVENUE NO 1500 | BOSTON | MA | 02115 | TREASURER AND DIRECTOR | 2.00 | $0 | $0 | $0 |
| PHILLIP GROSS | ||||||||
| 177 HUNTINGTON AVENUE NO 1500 | BOSTON | MA | 02115 | CLERK AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSHUA BEKENSTEIN | ||||||||
| 177 HUNTINGTON AVENUE NO 1500 | BOSTON | MA | 02115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DENISE DUPRE | ||||||||
| 177 HUNTINGTON AVENUE NO 1500 | BOSTON | MA | 02115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SANDRA EDGERLEY | ||||||||
| 177 HUNTINGTON AVENUE NO 1500 | BOSTON | MA | 02115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL EISENSON | ||||||||
| 177 HUNTINGTON AVENUE NO 1500 | BOSTON | MA | 02115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL FRIEZE | ||||||||
| 177 HUNTINGTON AVENUE NO 1500 | BOSTON | MA | 02115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM HELMAN | ||||||||
| 177 HUNTINGTON AVENUE NO 1500 | BOSTON | MA | 02115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BETH KLARMAN | ||||||||
| 177 HUNTINGTON AVENUE NO 1500 | BOSTON | MA | 02115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARTIN MANNION | ||||||||
| 177 HUNTINGTON AVENUE NO 1500 | BOSTON | MA | 02115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MAURICE SAMUELS | ||||||||
| 177 HUNTINGTON AVENUE NO 1500 | BOSTON | MA | 02115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JILL SHAH | ||||||||
| 177 HUNTINGTON AVENUE NO 1500 | BOSTON | MA | 02115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SULLIVAN BARBARA F | ||||||||
| 177 HUNTINGTON AVENUE NO 1500 | BOSTON | MA | 02115 | DIRECTOR, EDUCATION | 36.00 | $264,669 | $13,437 | $4,140 |
| KIM EUI JIN JEAN | ||||||||
| 177 HUNTINGTON AVENUE NO 1500 | BOSTON | MA | 02115 | PORTFOLIO MANAGER | 40.00 | $134,640 | $11,695 | $960 |
| SIKORSKY ANNA | ||||||||
| 177 HUNTINGTON AVENUE NO 1500 | BOSTON | MA | 02115 | DIRECTOR OF OPERATIO | 18.00 | $87,130 | $11,673 | $2,550 |
| LODER STEPHANIE | ||||||||
| 177 HUNTINGTON AVENUE NO 1500 | BOSTON | MA | 02115 | EXECUTIVE ASSISTANT | 30.00 | $73,213 | $13,638 | $2,385 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PAYMON ROUHANIFARD | |||||
| 80 BELLINGHAM ROAD | CHESTNUT HILL | MA | 02467 | RESEARCH | $91,002 |
| CASNER & EDWARDS | |||||
| 303 CONGRESS STREET | BOSTON | MA | 02210 | LEGAL | $67,940 |
| RSM US LLP | |||||
| 80 CITY SQUARE | CHARLESTOWN | MA | 02129 | ACCOUNTING | $58,445 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,206,020 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,206,020 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,206,020 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,090 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,187,930 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,397 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,397 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $59,397 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $531,054 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $590,451 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $590,451 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,667,148 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $11,667,148 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,667,148 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $590,451 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,679,871 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,679,871 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,667,148 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $590,451 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,076,697 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,756,568 | 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 | $9,652,906 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,103,662 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,103,662 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALMA DEL MAR FOUNDATION INC | |||||||
| 515 BELLEVILLE AVENUE | NEW BEDFORD | MA | 02746 | NONE | PC | EDUCATION | $875,000 |
| BENJAMIN FRANKLIN INSTITUTE OF TECHNOLOGY | |||||||
| 41 BERKELEY STREET | BOSTON | MA | 02116 | NONE | PC | EDUCATION | $1,141 |
| BOSTON FOUNDATION INC | |||||||
| 75 ARLINGTON STREET 3RD FLOOR | BOSTON | MA | 02116 | NONE | PC | EDUCATION | $75,000 |
| BOTTOM LINE INC | |||||||
| 50 MILK STREET 16TH FLOOR | BOSTON | MA | 02109 | NONE | PC | EDUCATION | $50,000 |
| BRIDGEWATER STATE UNIVERSITY | |||||||
| 131 SUMMER STREET | BRIDGEWATER | MA | 02325 | NONE | PC | EDUCATION | $2,448 |
| DUET INC | |||||||
| 50 MILK STREET SUITE 600 | BOSTON | MA | 02109 | NONE | PC | EDUCATION | $300,000 |
| FRIENDS OF EXCEL ACADEMY INC | |||||||
| 58 MOORE STREET | EAST BOSTON | MA | 02128 | NONE | PC | EDUCATION | $30,000 |
| FRIENDS OF SPRINGFIELD PREPARATORY CHARTER SCHOOL INC | |||||||
| 594 CONVERSE STREET | LONGMEADOW | MA | 01106 | NONE | SO I | EDUCATION | $1,500,000 |
| FRIENDS OF THE ELIOT SCHOOL INC | |||||||
| 16 CHARTER STREET | BOSTON | MA | 02113 | NONE | PC | EDUCATION | $18,000 |
| FRIENDS OF VERITAS PREPARATORY CHARTER SCHOOL INC | |||||||
| 370 PINE STREET | SPRINGFIELD | MA | 01105 | NONE | PC | EDUCATION | $670,000 |
| KIPP MASSACHUSETTS INC | |||||||
| 90 HIGH ROCK STREET | LYNN | MA | 01902 | NONE | PC | EDUCATION | $12,000 |
| MASSACHUSETTS BIOTECHNOLOGY EDUCATION FOUNDATION INC | |||||||
| 255 MAIN STREET 8TH FLOOR | CAMBRIDGE | MA | 02142 | NONE | PC | EDUCATION | $25,000 |
| MASSACHUSETTS DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION | |||||||
| 75 PLEASANT STREET | MALDEN | MA | 02148 | NONE | GOV | EDUCATION | $100,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 151 MERRIMAC STREET 5TH FLOOR | BOSTON | MA | 02114 | NONE | PC | EARLY CHILDHOOD | $81,000 |
| MIDDLESEX COMMUNITY COLLEGE | |||||||
| 33 KEARNEY SQUARE | LOWELL | MA | 01852 | NONE | PC | EDUCATION | $861,000 |
| SUMMER SEARCH | |||||||
| 3840 WASHINGTON STREET | JAMAICA PLAIN | MA | 02130 | NONE | PC | YOUTH DEVELOPMENT | $400,000 |
| TEACH FOR AMERICA INC | |||||||
| 60 CANAL STREET 5TH FLOOR | BOSTON | MA | 02114 | NONE | PC | EDUCATION | $884,367 |
| THE BOSTON EDUCATION DEVELOPMENT FOUNDATION | |||||||
| 7 PALMER STREET 2ND FLOOR | BOSTON | MA | 02119 | NONE | PC | EDUCATION | $7,500 |
| THE BRIDGEWATER STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 42 | BRIDGEWATER | MA | 02324 | NONE | PC | EDUCATION | $25,000 |
| THE PREPARATORY FOUNDATION INC | |||||||
| 885 RIVER STREET | HYDE PARK | MA | 02136 | NONE | PC | EDUCATION | $100,000 |
| TNTP INC | |||||||
| 186 JORALEMON STREET SUITE 300 | BROOKLYN | NY | 11201 | NONE | PC | EDUCATION | $3,000 |
| UNIVERSITY OF MASSACHUSETTS BOSTON | |||||||
| 100 WILLIAM T MORRISSEY BOULEVARD | BOSTON | MA | 02125 | NONE | PC | EDUCATION | $556,825 |
| UP EDUCATION NETWORK INC | |||||||
| 90 CANAL STREET SUITE 600 | BOSTON | MA | 02114 | NONE | PC | EDUCATION | $953,000 |
| UPSTREAM USA INC | |||||||
| 426 17TH STREET SUITE 200 | OAKLAND | CA | 94612 | NONE | PC | WOMEN'S HEALTH | $2,175,000 |
| WORCESTER STATE UNIVERSITY | |||||||
| 486 CHANDLER STREET | WORCESTER | MA | 01602 | NONE | PC | EDUCATION | $484,482 |
| YOUTH GUIDANCE | |||||||
| 1 NORTH LASALLE STREET SUITE 900 | CHICAGO | IL | 60602 | NONE | PC | YOUTH DEVELOPMENT | $475,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,664,763 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF UNSPENT GRANT FUNDS | Desc |
| Related Or Exempt Function Incm | $531,054 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $531,054 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $531,054 | 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 | 11 | LineNumberTxt |
| Relationship Statement | UNSPENT GRANT FUNDS WERE RETURNED AND RE-DISTRIBUTED IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE MISSION. | 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 (13 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| COMBINED JEWISH PHILANTHROPIES DAF (JOSHUA AND ANITA BEKENSTEIN CHAR FD) | ||||||
| 1 | 126 HIGH STREET | BOSTON | MA | 02110 | $1,340,627 | Yes (X) |
| THE BOSTON FOUNDATION DAF (DUPRE-NUNNELLY CHARITABLE GIFT FUND) | ||||||
| 2 | 75 ARLINGTON STREET | BOSTON | MA | 02116 | $893,754 | Yes (X) |
| THE EDGERLEY FAMILY FOUNDATION | ||||||
| 3 | PO BOX 590098 | NEWTON CENTER | MA | 02459 | $893,754 | Yes (X) |
| THE BOSTON FOUNDATION DAF (EISENSON FAMILY FUND) | ||||||
| 4 | 75 ARLINGTON STREET | BOSTON | MA | 02116 | $670,315 | Yes (X) |
| COMBINED JEWISH PHILANTHROPIES DAF (FRIEZE FAMILY FOUNDATION) | ||||||
| 5 | 126 HIGH STREET | BOSTON | MA | 02110 | $223,439 | Yes (X) |
| THE JAKET FOUNDATION (FKA PHILLIP AND ELIZABETH GROSS FAMILY FOUNDATION) | ||||||
| 6 | 42 KING LANE | CONCORD | MA | 01742 | $1,340,631 | Yes (X) |
| WILLIAM HELMAN | ||||||
| 7 | 40 GROVE STREET SUITE 430 | WELLESLEY | MA | 02482 | $670,315 | Yes (X) |
| KLARMAN FAMILY FOUNDATION | ||||||
| 8 | PO BOX 171627 | BOSTON | MA | 02117 | $1,340,631 | Yes (X) |
| MANNION FAMILY FOUNDATION | ||||||
| 9 | MANNION FAMILY OFFICE 31 ST JAMES A | BOSTON | MA | 02116 | $670,315 | Yes (X) |
| ONE8 FOUNDATION | ||||||
| 10 | 177 HUNTINGTON AVENUE SUITE 1500 | BOSTON | MA | 02115 | $1,340,631 | Yes (X) |
| MAURICE AND LOURDES SAMUELS | ||||||
| 11 | PO BOX 133 | WESTON | MA | 02493 | $893,755 | Yes (X) |
| MICHAEL AND JILL STANSKY FAMILY FOUNDATION | ||||||
| 12 | 36 SKYVIEW LANE | SUDBURY | MA | 01776 | $223,439 | Yes (X) |
| SHAH FAMILY FOUNDATION | ||||||
| 13 | 353 NEWBURY STREET 2ND FLOOR | BOSTON | MA | 02115 | $715,369 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION SERVICES | CategoryTxt |
| Amt | $54,610 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $54,610 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2013-12-13 | $372 | $372 | SL | 5.000000000000 | $0 | $0 |
| MAC COMPUTER | 2014-06-04 | $1,998 | $1,998 | SL | 5.000000000000 | $0 | $0 |
| PC COMPUTER | 2014-06-04 | $1,610 | $1,610 | SL | 5.000000000000 | $0 | $0 |
| PHONE EQUIPMENT | 2014-06-30 | $4,983 | $4,983 | SL | 5.000000000000 | $0 | $0 |
| OFFICE EQUIPMENT | 2014-06-05 | $825 | $825 | SL | 5.000000000000 | $0 | $0 |
| PHONE EQUIPMENT | 2014-08-25 | $8,825 | $8,531 | SL | 5.000000000000 | $294 | $0 |
| COMPUTER EQUIPMENT | 2015-06-30 | $4,590 | $3,672 | SL | 5.000000000000 | $918 | $0 |
| COMPUTERS | 2015-08-11 | $1,440 | $1,128 | SL | 5.000000000000 | $288 | $0 |
| COMPUTERS | 2015-08-11 | $3,660 | $2,867 | SL | 5.000000000000 | $732 | $0 |
| OFFICE EQUIPMENT | 2015-10-03 | $400 | $300 | SL | 5.000000000000 | $80 | $0 |
| OFFICE EQUIPMENT | 2015-11-13 | $490 | $359 | SL | 5.000000000000 | $98 | $0 |
| OFFICE EQUIPMENT | 2016-01-08 | $515 | $361 | SL | 5.000000000000 | $103 | $0 |
| MAC AIR COMPUTER | 2016-01-25 | $1,029 | $704 | SL | 5.000000000000 | $206 | $0 |
| OFFICE EQUIPMENT | 2016-02-10 | $900 | $615 | SL | 5.000000000000 | $180 | $0 |
| OFFICE EQUIPMENT | 2016-03-02 | $1,745 | $1,163 | SL | 5.000000000000 | $349 | $0 |
| OFFICE EQUIPMENT | 2016-03-12 | $856 | $570 | SL | 5.000000000000 | $171 | $0 |
| OFFICE EQUIPMENT | 2016-07-01 | $3,276 | $1,965 | SL | 5.000000000000 | $655 | $0 |
| FURNITURE AND FIXTURES | 2018-03-01 | $79,445 | $15,132 | SL | 7.000000000000 | $11,349 | $0 |
| OFFICE EQUIPMENT | 2018-03-01 | $28,657 | $7,641 | SL | 5.000000000000 | $5,731 | $0 |
| LEASEHOLD IMPROVEMENTS | 2018-03-01 | $44,259 | $1,513 | SL | 39.000000000000 | $1,135 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| INFORMATION REGARDING FOUNDATION MANAGERS | FORM 990-PF, PART XV, LINE 1A | CERTAIN OF THE DIRECTORS LISTED IN STATEMENT 11 MAY QUALIFY UNDER THIS SECTION. |
| CONTRIBUTIONS | FORM 990-PF | CONTRIBUTIONS TO STRATEGIC GRANT PARTNERS INC. BY NONOPERATING PRIVATE FOUNDATIONS ARE QUALIFYING DISTRIBUTIONS UNDER THE PASS THROUGH EXCEPTION AT REG. 53.4942(A)-3(C) AS THE FOUNDATION:1. MAKES DISTRIBUTIONS IN AN AMOUNT EQUAL TO 100% OF THE CONTRIBUTIONS RECEIVED IN THE FOUNDATION'S TAX YEAR, NOT LATER THAN THE CLOSE OF THE FIRST TAXABLE YEAR AFTER THE YEAR SUCH CONTRIBUTIONS ARE RECEIVED.2. SUCH DISTRIBUTIONS ARE QUALIFYING DISTRIBUTIONS.3. SUCH DISTRIBUTIONS ARE TREATED AS MADE OUT OF CORPUS.4. HAS NO REMAINING UNDISTRIBUTED INCOME FROM SUCH PRIOR YEAR.CONTRIBUTIONS TO STRATEGIC GRANT PARTNERS INC. BY INDIVIDUALS ARE SUBJECT TO THE 60% AGI LIMITATION, AS STRATEGIC GRANT PARTNERS INC. QUALIFIES AS A PRIVATE FOUNDATION DESCRIBED IN IRC SECTION 170(B)(1)(A)(VII) AND (F)(II), AS THE FOUNDATION:1. MAKES DISTRIBUTIONS IN AN AMOUNT EQUAL TO 100% OF THE CONTRIBUTIONS RECEIVED IN THE FOUNDATION'S TAX YEAR, NOT LATER THAN THE 15TH DAY OF THE THIRD MONTH AFTER THE CLOSE OF SUCH TAXABLE YEAR.2. SUCH DISTRIBUTIONS ARE QUALIFYING DISTRIBUTIONS.3. SUCH DISTRIBUTIONS ARE TREATED AS MADE OUT OF CORPUS.4. HAS NO REMAINING UNDISTRIBUTED INCOME FROM SUCH PRIOR YEAR. |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE AND FIXTURES | $79,445 | $26,481 | $52,964 | $52,964 |
| OFFICE EQUIPMENT | $66,171 | $49,469 | $16,702 | $16,702 |
| LEASEHOLD IMPROVEMENTS | $44,259 | $2,648 | $41,611 | $41,611 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $24,734 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,734 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM ONE8 FOUNDATION | $17,455 | $32,717 | $32,717 |
| OTHER RECEIVABLES | $125 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $18,578 | $0 | $18,578 |
| TELEPHONE | $5,476 | $0 | $5,476 |
| INSURANCE | $4,687 | $0 | $4,687 |
| DINNERS & EVENTS | $7,800 | $0 | $7,800 |
| SUBSCRIPTION SERVICES | $2,119 | $0 | $2,119 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF UNSPENT GRANT FUNDS | Desc |
| Revenue And Expenses Per Books | $531,054 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $531,054 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARD PAYABLE | $2,179 | $955 |
| OTHER PAYABLES | $6,255 | $5,213 |
| COMMITMENT PAYABLE | $453,870 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTANTS | CategoryTxt |
| Amt | $32,193 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $32,193 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MA FILING FEES | $500 | $0 | $500 |
| FEDERAL UBIT TAX | $2,645 | $0 | $0 |
| MA UBIT TAX | $1,008 | $0 | $0 |
| INTEREST & PENALTIES | $60 | $0 | $0 |