THE HYAMS FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE HYAMS FOUNDATION INC (EIN 04-6013680)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-14
- IRS object ID
- 202043199349100419
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-14T11:09:38-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046013680 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hyams Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HYAM | BusinessNameControlTxt |
| Phone | 6174265600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Federal Street 9th Floor | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Moy | PersonNm |
| Person Title | Interim Exec. Dir. | PersonTitleTxt |
| Signature | 2020-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kurt Coburn | PreparerPersonNm |
| PTIN | P01638285 | PTIN |
| Phone | 7134395739 | PhoneNum |
| 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 | $140,235,458 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,299 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,299 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,123,471 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,123,471 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,520,039 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,252,883 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,515,494 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,608,370 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,548,184 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,255,179 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,190,448 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $648,412 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $97,262 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $551,150 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $655,272 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $26,211 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $629,061 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $309,551 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $17,315 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $292,236 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $27,142 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $27,142 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,398 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,809 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,305 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $984,464 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $425,589 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $634,798 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,000 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $238,555 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,542 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $229,013 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $201,837 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $8,073 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $171,443 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,204 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $88 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,630 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,166,690 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $912,485 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $124,041 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,291,525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,519,374 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,679,819 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,927,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,812,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,219,275 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,519,374 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,492,569 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,964,096 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,671,074 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $205,338 | CashBOYAmt |
| Cash EOY | $591,833 | CashEOYAmt |
| Cash EOYFMV | $591,833 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,041,465 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,492,661 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,492,661 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $38,909 | AcctRcvblAmt |
| Acct Rcvbl EOY | $38,909 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $38,909 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $43,210 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $35,421 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $35,421 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $26,397,885 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,512,719 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,512,719 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $19,316,373 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,852,038 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $20,852,038 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $70,750,102 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $71,286,220 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $71,286,220 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $253,888 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $253,888 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $4,066,512 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,425,657 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,425,657 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $128,820,885 | TotalAssetsBOYAmt |
| Total Assets EOY | $140,235,458 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $140,235,458 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $195,061 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,536 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,450,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,530,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $197,989 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $371,873 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,843,050 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,903,409 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,549,253 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $118,428,582 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets EOY | $118,428,582 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $126,977,835 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $138,332,049 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $128,820,885 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $140,235,458 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $126,977,835 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,964,096 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,492,194 | OtherIncreasesAmt |
| Subtotal | $138,505,933 | SubtotalAmt |
| Other Decreases | $173,884 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $138,332,049 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly traded securities | $875,440 | $727,756 | $147,684 | $147,684 | |||
| Capital gain distributions | $670,552 | $670,552 | $670,552 | ||||
| Passthrough K-1 capital gain | $1,487,249 | $1,487,249 | $1,487,249 | ||||
| Sec 731 gain | $22,000 | $22,000 | $22,000 | ||||
| Covalent Capital Partners (Offshore) LP | $212,066 | $212,066 | $212,066 | P | 2011-09-05 | 2019-04-11 | |
| HBK Multi-Strategy Offshore Fund Ltd | $3,214,823 | $3,000,000 | $214,823 | $214,823 | P | 2017-05-01 | 2019-12-31 |
| HHR Atlas Ltd | $1,961,314 | $1,481,115 | $480,199 | $480,199 | P | 2013-03-06 | 2019-03-31 |
| Siguler Guff Distressed Opportunities Fund II | $8,636 | $294,922 | -$286,286 | -$286,286 | P | 2010-01-01 | 2019-01-01 |
| Tucker Anthony Private Equity Fund III | $6,810 | $6,810 | $6,810 | P | 2010-01-01 | 2019-06-11 | |
| White Elm Capital Offshore Fund | $2,793,993 | $1,233,596 | $1,560,397 | $1,560,397 | P | 2012-01-31 | 2019-02-06 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,515,494 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,977,408 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $136,120,892 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05126 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,264,031 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $136,162,027 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05335 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,714,897 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $128,401,448 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05230 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,826,088 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $137,026,292 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04982 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,653,452 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $141,158,828 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04714 | DistributionYr5Rt |
| Total Distribution | 0.253854 | TotalDistributionRt |
| Average Distribution | 0.050771 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $130,953,847 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,648,658 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $56,711 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,705,369 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,492,569 | 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 | $56,711 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $56,711 | SubtotalAmt |
| Tax Based On Investment Income | $56,711 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,186 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $16,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $48,186 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $8,525 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.hyamsfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mark Paley | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174265600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Federal Street 9th Floor | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Penn Loh | |||||||
| 50 Federal Street 9th Fl | Boston | MA | 02110 | Chair/Trustee | 5.00 | $30,000 | |
| Lily Mendez-Morgan | |||||||
| 50 Federal Street 9th Fl | Boston | MA | 02110 | Co-Ch/A. Clk/Tr | 2.00 | $20,000 | |
| Willma Davis | |||||||
| 50 Federal Street 9th Fl | Boston | MA | 02110 | Treasurer/Trust | 2.00 | $20,000 | |
| Omar Simmons | |||||||
| 50 Federal Street 9th Fl | Boston | MA | 02110 | Asst Treas/Trus | 2.00 | $16,000 | |
| Iris Gomez | |||||||
| 50 Federal Street 9th Fl | Boston | MA | 02110 | Clerk/Trustee | 2.00 | $16,000 | |
| Julie Goodridge | |||||||
| 50 Federal Street 9th Fl | Boston | MA | 02110 | Clerk/Trustee | 2.00 | $16,000 | |
| Lucas H Guerra | |||||||
| 50 Federal Street 9th Fl | Boston | MA | 02110 | Trustee | 2.00 | $16,000 | |
| Rahsaan Hall | |||||||
| 50 Federal Street 9th Fl | Boston | MA | 02110 | Trustee | 2.00 | $16,000 | |
| Karen L Mapp | |||||||
| 50 Federal Street 9th Fl | Boston | MA | 02110 | Trustee | 2.00 | $20,000 | |
| Martella Wilson-Taylor | |||||||
| 50 Federal Street 9th Fl | Boston | MA | 02110 | Trustee | 2.00 | $16,000 | |
| David Moy | |||||||
| 50 Federal Street 9th Fl | Boston | MA | 02110 | Intm ED fr Sept | 40.00 | $152,385 | $33,930 |
| Jocelyn Sargent | |||||||
| 50 Federal Street 9th Fl | Boston | MA | 02110 | ED to Sept | 40.00 | $310,027 | $39,640 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| Mark Paley | |||||||
| 50 Federal St 9th Fl | Boston | MA | 02110 | Dir of Adm/Fin | 40.00 | $237,668 | $48,197 |
| Nahir Torres | |||||||
| 50 Federal St 9th Fl | Boston | MA | 02110 | Sr Prog Offic | 40.00 | $102,987 | $18,763 |
| Maria L Mulkeen | |||||||
| 50 Federal St 9th Fl | Boston | MA | 02110 | Prog Officer | 40.00 | $101,466 | $18,689 |
| Sergio Marin | |||||||
| 50 Federal St 9th Fl | Boston | MA | 02110 | Prog Officer | 40.00 | $99,877 | $8,345 |
| Ratchanee Pankam | |||||||
| 50 Federal St 9th Fl | Boston | MA | 02110 | Grants Mgr | 40.00 | $82,677 | $10,730 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Cambridge Associates | |||||
| 125 High Street | Boston | MA | 02110 | Investment consulting | $258,822 |
| Supriya Pillai | |||||
| PO Box 3580 | Berkeley | CA | 94703 | Event planning | $98,775 |
| Vicki Rosenberg & Associates | |||||
| PO Box 116 | Saugatuck | MI | 49453 | Executive coaching | $81,700 |
| Kimberly M James | |||||
| 2915 Woodburn Avenue Unit T | Cincinnati | OH | 45206 | Research and Evaluation | $81,300 |
| The MassINC Polling Group Inc | |||||
| 11 Beacon Street Suite 500 | Boston | MA | 02108 | Research | $103,328 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $101,734,740 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,385,090 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $23,828,238 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $132,948,068 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $132,948,068 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,994,221 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $130,953,847 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,547,692 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,547,692 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $56,711 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $56,711 | TotalTaxAmt |
| Distributable Before Adj | $6,490,981 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,490,981 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,490,981 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,492,569 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,492,569 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $56,711 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,435,858 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,490,981 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $100,780 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $340,413 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $547,732 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $284,922 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,273,847 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,492,569 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,490,981 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,001,588 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,275,435 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,275,435 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $100,780 | ExcessFromYear4Amt |
| Excess From Year3 | $340,413 | ExcessFromYear3Amt |
| Excess From Year2 | $547,732 | ExcessFromYear2Amt |
| Excess From Year1 | $284,922 | ExcessFromYear1Amt |
| Excess From Current Year | $1,001,588 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | David Moy Interim Executive Directo | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Federal Street 9th Floor | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174265600 | RecipientPhoneNum |
| Form And Info And Materials | See www.hyamsfoundation.org/apply/applyonline.aspx for information regarding grant applications. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | There are no deadlines. | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Foundation does not make grants to individuals, educational institutions for their standard educational or capital programs, municipal, state or federal agencies, hospitals and health center capital campaigns, religious organizations for sectarian religious purposes (although the Foundation will consider proposals for social ministry and/or community organizing programs of faith-based organizations), curriculum development, video and film production, scholarships, and conferences (unless related to grantees' core work), or to capital campaigns. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (97 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| African Community Economic Developm | |||||||
| 48 John Eliot Square | Boston | MA | 02119 | N/A | PC | Community Identified Issues | $35,000 |
| Alternatives for Community Environm | |||||||
| 2201 Washington Street Suite 302 | Roxbury | MA | 02119 | N/A | PC | Community Identified Issues | $50,000 |
| American Civil Liberties Union Fdn | |||||||
| 211 Congress Street 3rd Floor | Boston | MA | 02110 | N/A | PC | General Support | $25,000 |
| Asian American PacificIslanders in | |||||||
| 300 Frank H Ogawa Plaza Suite 256 | Oakland | CA | 94612 | N/A | PC | General Support | $12,500 |
| Asian American Resource Workshop | |||||||
| 42 Charles Street Suite D | Dorchester | MA | 02122 | N/A | PC | Community Identified Issues | $40,000 |
| Association of Black Foundation Exe | |||||||
| 42 Broadway 20th Floor | New York | NY | 10004 | N/A | PC | General Support | $27,500 |
| Ayni Institute Inc | |||||||
| 100 Liverpool Street | East Boston | MA | 02128 | N/A | PC | Community Identified Issues | $40,000 |
| Bend the Arc | |||||||
| 330 7th Ave 19th Floor | New York | NY | 10001 | N/A | PC | Community Identified Issues | $50,000 |
| Bikes Not Bombs Inc | |||||||
| 284 Amory Street | Jamaica Plain | MA | 02130 | N/A | PC | Community Identified Issues | $35,000 |
| Black Economic Justice Institute | |||||||
| 321 Blue Hill Ave | Dorchester | MA | 02121 | N/A | PC | Important Racial Justice Issues | $45,000 |
| Boston Affordable Housing Coalition | |||||||
| 42 Seaverns Avenue | Jamaica Plain | MA | 02130 | N/A | PC | Important Racial Justice Issues | $35,000 |
| Boston Alliance of Gay and Lesbian | |||||||
| 28 Court Square | Boston | MA | 02108 | N/A | PC | Important Racial Justice Issues | $35,000 |
| Boston Foundation Inc | |||||||
| 75 Arlington Street 10th FL | Boston | MA | 02116 | N/A | PC | Community Identified Issues | $385,000 |
| Boston Impact Initiative Fund | |||||||
| 14 Chestnut Place | Boston | MA | 02130 | N/A | PC | Community Identified Issues | $125,000 |
| Boston Tenants Coalition | |||||||
| 11 Beacon Street Suite 510 | Boston | MA | 02108 | N/A | PC | Important Racial Justice Issues | $50,000 |
| Brazilian Women's Group | |||||||
| 697 Cambridge Street Suite 106 | Brighton | MA | 02135 | N/A | PC | Community Identified Issues | $30,000 |
| Brazilian Worker Center Inc | |||||||
| 14 Harvard Avenue 2nd Floor | Allston | MA | 02134 | N/A | PC | Important Racial Justice Issues | $50,000 |
| CAIR-MA Inc | |||||||
| 123 South Street Suite 3 | Boston | MA | 02111 | N/A | PC | Important Racial Justice Issues | $30,000 |
| Center for Economic Democracy | |||||||
| 434 Massachusetts Avenue Suite 201 | Boston | MA | 02118 | N/A | PC | Important Racial Justice Issues | $120,000 |
| Center for Labor Educ Research | |||||||
| 375 Centre Street | Jamaica Plain | MA | 02130 | N/A | PC | Important Racial Justice Issues | $90,000 |
| Centro Presente Inc | |||||||
| 12 Bennington Street Suite 202 | Boston | MA | 02128 | N/A | PC | Community Identified Issues | $45,000 |
| Chelsea Collaborative Inc | |||||||
| 318 Broadway | Chelsea | MA | 02150 | N/A | PC | Important Racial Justice Issues | $75,000 |
| Chinatown People Progressive Assn I | |||||||
| 28 Ash Street | Boston | MA | 02111 | N/A | PC | Important Racial Justice Issues | $75,000 |
| Citizens for Juvenile Justice | |||||||
| 44 School Street Suite 400 | Boston | MA | 02108 | N/A | PC | Important Racial Justice Issues | $60,000 |
| CommonWealth Kitchen | |||||||
| 196 Quincy Street | Dorchester | MA | 02121 | N/A | PC | Important Racial Justice Issues | $100,000 |
| Community Labor United Inc | |||||||
| 6 Beacon Street Suite 910 | Boston | MA | 02108 | N/A | PC | Important Racial Justice Issues | $180,000 |
| Confluence Philanthropy Inc | |||||||
| 436 14th Street Suite 900 | Oakland | CA | 94612 | N/A | PC | General Support | $5,000 |
| Congregacin Len de Jud | |||||||
| 68 Northampton Street | Boston | MA | 02118 | N/A | PC | Community Identified Issues | $40,000 |
| Council on Foundations | |||||||
| 2121 Crystal Drive Suite 700 | Arlington | VA | 22202 | N/A | PC | General Support | $21,100 |
| Data For Black Lives | |||||||
| 193 Brookline St Apt 1R | Cambridge | MA | 02139 | N/A | PC | Racial Justice Policy | $25,000 |
| Dudley Street Neighborhood Initiati | |||||||
| 550 Dudley Street | Roxbury | MA | 02119 | N/A | PC | Important Racial Justice Issues | $75,000 |
| FFOG | |||||||
| 19 Mantua Road | Mt Royal | NJ | 08061 | N/A | PC | General Support | $1,550 |
| Four Corners Action Coalition | |||||||
| 367 Washington Street | Dorchester | MA | 02124 | N/A | PC | Important Racial Justice Issues | $110,000 |
| Fourth Presbyterian Church | |||||||
| 340 Dorchester Street | South Boston | MA | 02127 | N/A | PC | Community Identified Issues | $30,000 |
| Genders Sexualities Alliance Networ | |||||||
| 300 Frank H Ogawa Plaza Suite 9 | Oakland | CA | 94612 | N/A | PC | General Support | $25,000 |
| Grantmakers Concerned with Immigran | |||||||
| Post Office Box 1100 | Sebastopol | CA | 95473 | N/A | PC | General Support | $2,500 |
| Grantmakers for Effective Organizat | |||||||
| 1310 L Street NW Suite 650 | Washington | DC | 20005 | N/A | PC | Community Identified Issues | $35,000 |
| Greater Boston Interfaith Oranizati | |||||||
| 1803 Dorchester Ave | Boston | MA | 02124 | N/A | PC | Important Racial Justice Issues | $60,000 |
| GreenRoots | |||||||
| 227 Marginal St 1 | Chelsea | MA | 02150 | N/A | PC | Community Identified Issues | $55,000 |
| Haymarket Peoples Fund | |||||||
| 42 Seaverns Avenue | Jamaica Plain | MA | 02130 | N/A | PC | Racial Justice Policy | $10,000 |
| Health Resources in Action | |||||||
| 2 Boylston St 4th floor | Boston | MA | 02116 | N/A | PC | Community Identified Issues | $35,000 |
| Highlander Research Education Cente | |||||||
| 1959 Highlander Way | New Market | TN | 37820 | N/A | PC | Racial Justice Policy | $15,000 |
| Hyde Square Task Force Inc | |||||||
| Mailing Add PO Box 301871 | Jamaica Plain | MA | 02130 | N/A | PC | Community Identified Issues | $50,000 |
| Immigrant Family Services Institute | |||||||
| 575 American Legion Highway | Roslindale | MA | 02131 | N/A | PC | Community Identified Issues | $30,000 |
| Interaction Institute for Social Ch | |||||||
| 89 South Street Suite 405 | Boston | MA | 02111 | N/A | PC | General Support | $10,000 |
| Jewish Alliance for Law and Social | |||||||
| 18 Tremont Street | Boston | MA | 02108 | N/A | PC | Racial Justice Policy | $15,000 |
| John F Kennedy Library Foundation I | |||||||
| Columbia Point | Boston | MA | 02125 | N/A | PC | Racial Justice Policy | $50,000 |
| Justice At Work | |||||||
| 33 Harrison Ave Suite 501 | Boston | MA | 02111 | N/A | PC | Important Racial Justice Issues | $35,000 |
| Lawyers for Civil Rights | |||||||
| 61 Batterymarch St 5th Floor | Boston | MA | 02110 | N/A | PC | Important Racial Justice Issues | $65,000 |
| Mass Immigrant Refugee to be merged | |||||||
| 105 Chauncy Street Suite 901 | Boston | MA | 02111 | N/A | PC | General Support | $5,000 |
| Mass Mentoring Partnership Inc | |||||||
| 75 Kneeland Street 11th floor | Boston | MA | 02111 | N/A | PC | Important Racial Justice Issues | $32,500 |
| Mass Senior Action Council Inc | |||||||
| 108 Myrtle Street Suite 112 | Quincy | MA | 02171 | N/A | PC | Community Identified Issues | $60,000 |
| Massachusetts Budget Policy Center | |||||||
| One State Street Suite 1250 | Boston | MA | 02109 | N/A | PC | Important Racial Justice Issues | $65,000 |
| Massachusetts Communities Action Ne | |||||||
| 14 Cushing Avenue | Dorchester | MA | 02125 | N/A | PC | Important Racial Justice Issues | $60,000 |
| Massachusetts COSH | |||||||
| 1352 Dorchester Avenue | Boston | MA | 02122 | N/A | PC | Important Racial Justice Issues | $65,000 |
| Massachusetts ImmigrantRefugee Advo | |||||||
| 105 Chauncy Street Suite 901 | Boston | MA | 02111 | N/A | PC | Important Racial Justice Issues | $75,000 |
| Massachusetts Inst for New Commonwe | |||||||
| 11 Beacon Street Suite 500 | Boston | MA | 02108 | N/A | PC | Important Racial Justice Issues | $50,000 |
| Massachusetts Law Reform Institute | |||||||
| 40 Court Street Suite 800 | Boston | MA | 02108 | N/A | PC | Important Racial Justice Issues | $60,000 |
| Massachusetts Legal Assistance Corp | |||||||
| 18 Tremont Street Suite 1010 | Boston | MA | 02108 | N/A | PC | Community Identified Issues | $100,000 |
| Massachusetts Nonprofit Network | |||||||
| 89 South Street 603 | Boston | MA | 02111 | N/A | PC | General Support | $350 |
| Massachusetts Voter Education Netwo | |||||||
| 41 West Street Suite 700 | Boston | MA | 02111 | N/A | PC | Community Identified Issues | $60,000 |
| Mission Investor Exchange | |||||||
| 417 5th Avenue 8th Floor | New York | NY | 10016 | N/A | PC | General Support | $3,000 |
| Movement Strategy Center | |||||||
| 436 14TH Street 5th Floor | Oakland | CA | 94612 | N/A | PC | Important Racial Justice Issues | $30,000 |
| Museum of African American History | |||||||
| 31 Milk Street Suite 1104 | Boston | MA | 02109 | N/A | PC | General Support | $20,000 |
| Muslim Justice League | |||||||
| c/o WeWork 745 Atlantic Ave 8th Fl | Boston | MA | 02111 | N/A | PC | Community Identified Issues | $30,000 |
| National Committee for Responsive P | |||||||
| 1900 L Street NW Suite 825 | Washington | DC | 20036 | N/A | PC | Important Racial Justice Issues | $25,000 |
| Neighbor to Neighbor MA Ed Fund Inc | |||||||
| 15 Court Square Suite 345 | Boston | MA | 02108 | N/A | PC | Community Identified Issues | $45,000 |
| Neighborhood Funders Group Inc | |||||||
| 300 Frank H Ogawa Plaza Suite 700 | Oakland | CA | 94612 | N/A | PC | Racial Justice Policy | $26,250 |
| NEO Philanthropy | |||||||
| 45 W 36th St 6th Floor | New York | NY | 10018 | N/A | PC | General Support | $3,000 |
| New Venture Fund | |||||||
| 1201 Connecticut Ave NW Ste 300 | Washington | DC | 20036 | N/A | PC | Important Racial Justice Issues | $50,000 |
| Northeastern University | |||||||
| 360 Huntington Ave / Ste 250 CP | Boston | MA | 02115 | N/A | PC | General Support | $5,000 |
| Philanthropy Massachusetts | |||||||
| 133 Federal Street Suite 802 | Boston | MA | 02110 | N/A | PC | Important Racial Justice Issues | $89,000 |
| Political Research Associates | |||||||
| 1310 Broadway 201 | Somerville | MA | 02144 | N/A | PC | Important Racial Justice Issues | $50,000 |
| Press Pass TV | |||||||
| 100 R Warren Street | Boston | MA | 02119 | N/A | PC | Community Identified Issues | $25,000 |
| Project RIGHT Inc | |||||||
| 320A Blue Hill Avenue | Boston | MA | 02121 | N/A | PC | Community Identified Issues | $35,000 |
| Proteus Fund | |||||||
| 15 Research Drive Suite B | Amherst | MA | 01002 | N/A | PC | Important Racial Justice Issues | $25,000 |
| Restaurant Opportunities Centers Un | |||||||
| 275 Seventh Avenue Suite 1703 | New York | NY | 10001 | N/A | PC | Important Racial Justice Issues | $40,000 |
| Right to the City Alliance-V | |||||||
| 388 Atlantic Avenue 2nd Fl | Brooklyn | NY | 11217 | N/A | PC | Important Racial Justice Issues | $50,000 |
| ROCA Inc | |||||||
| 101 Park Street | Chelsea | MA | 02150 | N/A | PC | Community Identified Issues | $35,000 |
| Schott Foundation for Public Educat | |||||||
| 1250 Hancock Street Suite 803N | Quincy | MA | 02169 | N/A | PC | Important Racial Justice Issues | $50,000 |
| Sociedad Latina Inc | |||||||
| 1530 Tremont Street | Roxbury | MA | 02120 | N/A | PC | Important Racial Justice Issues | $40,000 |
| South Boston en Accion | |||||||
| 10 Logan Way Basement | South Boston | MA | 02127 | N/A | PC | Community Identified Issues | $35,000 |
| The Boston Foundation | |||||||
| 75 Arlington Street 10th FL | Boston | MA | 02116 | N/A | PC | Racial Justice Policy | $25,000 |
| The Center for Teen Empowerment Inc | |||||||
| 384 Warren Street 3rd Floor | Boston | MA | 02119 | N/A | PC | Important Racial Justice Issues | $50,000 |
| The City School Inc | |||||||
| 614 Columbia Road rear | Dorchester | MA | 02125 | N/A | PC | Important Racial Justice Issues | $155,000 |
| The Family Center Inc | |||||||
| 366 Somerville Avenue | Somerville | MA | 02143 | N/A | PC | General Support | $1,000 |
| The Latina Circle Inc | |||||||
| 4 Copley Pl Ste 145 | Boston | MA | 02116 | N/A | PC | General Support | $5,000 |
| The Lenny Zakim Fund | |||||||
| 33 Arch Street 26th Floor | Boston | MA | 02110 | N/A | PC | Important Racial Justice Issues | $60,000 |
| The Partnership | |||||||
| 155 Seaport Boulevard 13thFloor | Boston | MA | 02210 | N/A | PC | General Support | $10,000 |
| TSNE MissionWorks | |||||||
| 89 South Street Suite 700 | Boston | MA | 02111 | N/A | PC | Important Racial Justice Issues | $260,000 |
| Union of Minority Neighborhoods | |||||||
| 42 Seaverns Avenue | Jamaica Plain | MA | 02130 | N/A | PC | Community Identified Issues | $30,000 |
| United Negro College Fund | |||||||
| 1805 7th Street NW | Washington | DC | 20001 | N/A | PC | General Support | $2,500 |
| United Teen Equality Center Inc | |||||||
| 15 Warren Street No 3 | Lowell | MA | 01852 | N/A | PC | Important Racial Justice Issues | $75,000 |
| Univ of California Berkeley Foundat | |||||||
| 1995 University Avenue Suite 401 | Berkeley | CA | 94704 | N/A | PC | General Support | $25,000 |
| Urban Revival Inc | |||||||
| PO Box 300107 | Jamaica Plain | MA | 02130 | N/A | PC | Important Racial Justice Issues | $75,000 |
| Youth Policy Institute of Iowa | |||||||
| 6200 Aurora Avenue Suite 206E | Des Moines | IA | 50322 | N/A | PC | General Support | $5,000 |
| YWCA Boston | |||||||
| 140 Clarendon Street Suite 403 | Boston | MA | 02116 | N/A | PC | Important Racial Justice Issues | $45,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,812,750 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alternatives for Community and Envi | |||||||
| 2201 Washington Street Suite 302 | Roxbury | MA | 02119 | N/A | PC | Community Identified Issues | $50,000 |
| Boston Impact Initiative Fund | |||||||
| 14 Chestnut Place | Boston | MA | 02130 | N/A | PC | Community Identified Issues | $75,000 |
| Center for Economic Democracy | |||||||
| 434 Massachusetts Avenue Suite 201 | Boston | MA | 02118 | N/A | PC | Community Identified Issues | $45,000 |
| Citizens for Juvenile Justice | |||||||
| 44 School Street Suite 400 | Boston | MA | 02108 | N/A | PC | Important Racial Justice Issues | $60,000 |
| CommonWealth Kitchen | |||||||
| 196 Quincy Street | Dorchester | MA | 02125 | N/A | PC | Important Racial Justice Issues | $50,000 |
| Community Labor United Inc | |||||||
| 6 Beacon Street Suite 910 | Boston | MA | 02108 | N/A | PC | Important Racial Justice Issues | $125,000 |
| Congregacin Len de Jud | |||||||
| 68 Northampton Street | Boston | MA | 02118 | N/A | PC | Community Identified Issues | $40,000 |
| Grantmakers for Effective Organizat | |||||||
| 1310 L Street NW Suite 650 | Washington | DC | 20005 | N/A | PC | Community Identified Issues | $40,000 |
| Mass Communities Action Network | |||||||
| 14 Cushing Avenue | Dorchester | MA | 02125 | N/A | PC | Important Racial Justice Issues | $120,000 |
| Massachusetts Advocates for Childre | |||||||
| 25 Kingston Street 2nd Floor | Boston | MA | 02111 | N/A | PC | Important Racial Justice Issues | $45,000 |
| Massachusetts Budget and Policy Cen | |||||||
| One State Street Suite 1250 | Boston | MA | 02109 | N/A | PC | Important Racial Justice Issues | $65,000 |
| Movement Strategy Center | |||||||
| 436 14TH Street 5th Floor | Oakland | CA | 94612 | N/A | PC | Important Racial Justice Issues | $25,000 |
| Muslim Justice League | |||||||
| c/o WeWork 745 Atlantic Ave 8th F | Boston | MA | 02111 | N/A | PC | Community Identified Issues | $30,000 |
| National Committee for Responsive P | |||||||
| 1900 L Street NW Suite 825 | Washington | DC | 20036 | N/A | PC | Important Racial Justice Issues | $25,000 |
| New Venture Fund | |||||||
| 1201 Connecticut Avenue NW Suite 3 | Washington | DC | 20036 | N/A | PC | Important Racial Justice Issues | $50,000 |
| Philanthropy Massachusetts | |||||||
| 133 Federal Street Suite 802 | Boston | MA | 02110 | N/A | PC | Important Racial Justice Issues | $75,000 |
| Political Research Associates | |||||||
| 1310 Broadway 201 | Somerville | MA | 02144 | N/A | PC | Important Racial Justice Issues | $50,000 |
| Proteus Fund | |||||||
| 15 Research Drive Suite B | Amherst | MA | 01002 | N/A | PC | Important Racial Justice Issues | $25,000 |
| Third Sector New England Inc | |||||||
| 89 South Street Suite 700 | Boston | MA | 02111 | N/A | PC | Important Racial Justice Issues | $235,000 |
| Urban Revival Inc | |||||||
| PO Box 300107 | Jamaica Plain | MA | 02130 | N/A | PC | Important Racial Justice Issues | $75,000 |
| UTEC Inc | |||||||
| 15 Warren Street No 3 | Lowell | MA | 01852 | N/A | PC | Important Racial Justice Issues | $75,000 |
| YouthBuild USA Inc | |||||||
| 58 Day Street | Somerville | MA | 02144 | N/A | PC | Important Racial Justice Issues | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,530,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Interest from PRI/MRIs | Desc |
| Related Or Exempt Function Incm | $42,874 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,299 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,123,471 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,545 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,515,494 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership income | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $58,535 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,506,961 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $63,080 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,149,225 | ExclusionAmt |
| Related Or Exempt Function Incm | $42,874 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,255,179 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a | LineNumberTxt |
| Relationship Statement | Interest earned from loans to low-income housing development projects which further the Foundation's mission of increasing economic, racial and social justice and power within low-income communities in Boston and Chelsea, Massachusetts. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Accounting services | $23,398 | $15,209 | $0 | $8,417 |
| Tax compliance | $14,000 | $7,600 | $0 | $9,888 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | Attachment to Part I, Line 6 - Net Capital Gain/LossGain/Loss reported in Part IV 4,515,494Passthrough K-1 short-term capital gain/(loss) UBTI -1,620Passthrough K-1 long-term capital gain/(loss) UBTI 963Passthrough K-1 1231 gain/(loss) UBTI 5,202 ___________Total Gain/Loss per Part I, Line 6 $4,520,039 | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 241,699 DoubleLine Total Ret Bond FD C | $2,569,262 | $2,569,262 |
| 845,471 Vanguard Inter-Term Inv-Gr Adm | $8,496,979 | $8,496,979 |
| 862,945 Vanguard Inter-Term Treasury Adm | $9,785,797 | $9,785,797 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (70 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 310 3M Co | $54,690 | $54,690 |
| 215 Adobe Inc | $70,909 | $70,909 |
| 250 Advance Auto Parts Inc | $40,040 | $40,040 |
| 450 Agilent Technologies Inc | $38,390 | $38,390 |
| 745 Albemarle Corp | $54,415 | $54,415 |
| 140 Alphabet Inc Cl C | $187,183 | $187,183 |
| 305 American Express Co | $37,969 | $37,969 |
| 255 American Water Works Co Inc | $31,327 | $31,327 |
| 220 Amgen Inc | $53,035 | $53,035 |
| 325 Analog Devices Inc | $38,623 | $38,623 |
| 240 Aon Plc | $49,990 | $49,990 |
| 600 Apple Inc | $176,190 | $176,190 |
| 770 Applied Materials Inc | $47,001 | $47,001 |
| 375 Aptar Group Inc | $43,358 | $43,358 |
| 43,159 Ariel Fund Inst Cl | $2,807,466 | $2,807,466 |
| 765 Avangrid Inc | $39,137 | $39,137 |
| 245 Biogen Inc | $72,699 | $72,699 |
| 21 Booking Holdings Inc | $43,128 | $43,128 |
| 106,508 Brown Cap Mgmt Intl Sm Co Fd I | $1,919,271 | $1,919,271 |
| 330 Carlisle Cos Inc | $53,407 | $53,407 |
| 295,259 Causeway Emerging Markets Inst | $3,850,177 | $3,850,177 |
| 830 Ciena Corp | $35,433 | $35,433 |
| 1,245 Citigroup Inc | $99,463 | $99,463 |
| 165 CME Group Inc | $33,119 | $33,119 |
| 475 Colgate Palmolive Co | $32,699 | $32,699 |
| 360 Crown Castle Intl Corp | $51,174 | $51,174 |
| 275 Cummins Inc | $49,214 | $49,214 |
| 325 Danaher Corp | $49,881 | $49,881 |
| 210 Ecolab Inc | $40,528 | $40,528 |
| 770 Emerson Electric Co | $58,720 | $58,720 |
| 1,365 Fifth Third Bancorp | $41,960 | $41,960 |
| 910 First Solar Inc | $50,924 | $50,924 |
| 356310 Frontier MFG Global Equity Fd Ins | $7,126,201 | $7,126,201 |
| 1,885 Hannon Armstrong Sustainable | $60,659 | $60,659 |
| 370 Home Depot Inc | $80,801 | $80,801 |
| 265 Intuit Inc | $69,411 | $69,411 |
| 240 Kansas City Southern | $36,758 | $36,758 |
| 1,915 Keycorp | $38,760 | $38,760 |
| 505 Kimberly Clark Corp | $69,463 | $69,463 |
| 265 Lauder Estee Cos Inc Cl A | $54,733 | $54,733 |
| 770 Merck Co Inc | $70,031 | $70,031 |
| 1,065 Micron Technology Inc | $57,276 | $57,276 |
| 1,635 Microsoft Corp | $257,840 | $257,840 |
| 435 Mohawk Inds Inc | $59,325 | $59,325 |
| 1,105 Mondelez International W I | $60,863 | $60,863 |
| 1,325 Morgan Stanley | $67,734 | $67,734 |
| 1,225 New York Times Co | $39,408 | $39,408 |
| 10,730 Nokia Corp Spon ADR | $39,808 | $39,808 |
| 950 Novo Nordisk AS ADR | $54,986 | $54,986 |
| 710 Oracle Corporation | $37,616 | $37,616 |
| 270 Pepsico Inc | $36,901 | $36,901 |
| 355 PNC Financial Services Group Inc | $56,669 | $56,669 |
| 965 Portland General Electric Co | $53,837 | $53,837 |
| 465 PVH Corp | $48,895 | $48,895 |
| 236,744 Qualified Investment Fd Inst Cl | $2,511,857 | $2,511,857 |
| 155 Regeneron Pharmaceuticals Inc | $58,199 | $58,199 |
| 395 Royal Caribbean Cruises Ltd | $52,736 | $52,736 |
| 415 T Rowe Price Group Inc | $50,564 | $50,564 |
| 180 Target Corp | $23,078 | $23,078 |
| 755 TJC Companies Inc | $46,100 | $46,100 |
| 245 Unitedhealth Group Inc | $72,025 | $72,025 |
| 1,400 Vanguard Balanced Index Fund Adm | $56,260 | $56,260 |
| 53,717 Vanguard Inflation-Pr Sec Adm | $1,390,203 | $1,390,203 |
| 38,023 Vanguard Inst Index Fund Inst | $11,035,537 | $11,035,537 |
| 1,831 Verizon Communications Inc | $112,423 | $112,423 |
| 765 Visa Inc Cl A Shares | $143,744 | $143,744 |
| 565 Wabtec Corp | $43,957 | $43,957 |
| 595 Walt Disney Co The | $86,055 | $86,055 |
| 200 Waters Corp | $46,730 | $46,730 |
| 1,780 Weyerhaeuser Co | $53,756 | $53,756 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (67 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 57 Stars Global Opp Fund 3 Blocker LP | FMV | $1,077,632 | $1,077,632 |
| AACP Tax Exempt Investors II LP | FMV | $987,290 | $987,290 |
| AACP Tax-Exempt Investors III LP | FMV | $660,271 | $660,271 |
| AACP Tax-Exempt Investors V LP | FMV | $208,224 | $208,224 |
| Asia Alternatives Delaware III LP | FMV | $27,561 | $27,561 |
| Asia Alternatives Delaware V LP | FMV | $18,170 | $18,170 |
| Auldbrass Partners Sec Opp Fund II LP | FMV | $272,634 | $272,634 |
| Avanath Affordable Housing IV LLC | FMV | $81,715 | $81,715 |
| Axiom International Equity Fund | FMV | $5,812,340 | $5,812,340 |
| Brightwood Capital Fund IV-U LP | FMV | $1,576,681 | $1,576,681 |
| CA Resources Fund LP - Series Bain X | FMV | $199,212 | $199,212 |
| CF Capital Int PE Partners VI LP | FMV | $224,527 | $224,527 |
| CF Capital Natural Res Partners IX LP | FMV | $801,718 | $801,718 |
| CF Capital Natural Res Partners VII LP | FMV | $122,075 | $122,075 |
| CF Capital Private Equity Partners IV LP | FMV | $8,462 | $8,462 |
| CF Capital Private Equity Partners V LP | FMV | $51,173 | $51,173 |
| CF Capital Venture Partners V LP | FMV | $29,909 | $29,909 |
| CF Capital Venture Partners VI LP | FMV | $80,749 | $80,749 |
| CF Capital Venture Partners VII LP | FMV | $199,823 | $199,823 |
| CF Capital Venture Partners VIII LP | FMV | $609,034 | $609,034 |
| Doddington Global Fund LLC | FMV | $5,544,200 | $5,544,200 |
| Dover Street IX Cayman Fund LP | FMV | $776,292 | $776,292 |
| Dover Street VIII Cayman Fund LP | FMV | $194,239 | $194,239 |
| Fir Tree International Val Fd (USTE) LP | FMV | $33,563 | $33,563 |
| Genesis Emerging Markets Limited Ptrs | FMV | $6,910,492 | $6,910,492 |
| Grain Communications Opp Fund II LP | FMV | $731,285 | $731,285 |
| Gruss DV Fund Ltd Cl O | FMV | $19,428 | $19,428 |
| Iridian Private Business Val Eqty Fd LP | FMV | $5,508,775 | $5,508,775 |
| Japan Chickadee Fund Ltd | FMV | $1,733,930 | $1,733,930 |
| Kabouter International Opp Fund II LLC | FMV | $4,635,699 | $4,635,699 |
| Knighthead Offshore Fund Ltd | FMV | $1,521,432 | $1,521,432 |
| LCP VII (OFFSHORE) LP | FMV | $358,963 | $358,963 |
| Legacy Venture V (QP) LLC | FMV | $1,932,238 | $1,932,238 |
| Legacy Venture VI (QP) LLC | FMV | $1,911,173 | $1,911,173 |
| Metropolitan RE Partners Global II LP | FMV | $74,382 | $74,382 |
| Metropolitan RE Partners Global IV LP | FMV | $177,220 | $177,220 |
| Metropolitan RE Partners Int II LP | FMV | $49,584 | $49,584 |
| Metropolitan Real Estate Ptrs IV-A LP | FMV | $390,169 | $390,169 |
| Pennant Windward Fund Ltd | FMV | $318,131 | $318,131 |
| Preserver LP | FMV | $3,131,772 | $3,131,772 |
| PSC Luxembourg Holdings LLC | FMV | $3,540 | $3,540 |
| PSC Natural Resource Fund II AIV LP | FMV | $11,491 | $11,491 |
| PSC Natural Resource Fund II LP | FMV | $52,818 | $52,818 |
| PSC Natural Resource Fund III AIV LP | FMV | $8,542 | $8,542 |
| PSC Natural Resource Fund III LP | FMV | $446,944 | $446,944 |
| PSC Natural Resource Fund IV LP | FMV | $241,664 | $241,664 |
| PSC Natural Resource Fund V LP | FMV | $620,916 | $620,916 |
| PSC Private Equity Fund IX LP | FMV | $494,308 | $494,308 |
| PSC Private Equity Fund V LP | FMV | $16,108 | $16,108 |
| PSC Private Equity Fund VI LP | FMV | $164,215 | $164,215 |
| PSC Private Equity Fund VII LP | FMV | $189,441 | $189,441 |
| PSC Private Equity Fund VIII LP | FMV | $426,234 | $426,234 |
| PSC Private Equity Fund X LP | FMV | $1,288,383 | $1,288,383 |
| Scopia PX International Limited | FMV | $88,003 | $88,003 |
| Siguler Guff Distressed Opp Fund III LP | FMV | $168,546 | $168,546 |
| Siguler Guff Distressed Opp Fund IV LP | FMV | $401,052 | $401,052 |
| SJF Ventures IV LP | FMV | $479,229 | $479,229 |
| Somerset Emerging Mkts Small Cap Fd LLC | FMV | $2,937,183 | $2,937,183 |
| TA X LP | FMV | $824 | $824 |
| The Sanderson International Value Fund | FMV | $5,250,427 | $5,250,427 |
| Thomas H Lee (Alternative) Fund VI LP | FMV | $7,909 | $7,909 |
| Thomas H Lee Equity Fund VI LP | FMV | $70,462 | $70,462 |
| TrueBridge-Kauffman Fellows End Fd III | FMV | $1,715,895 | $1,715,895 |
| TrueBridge-Kauffman Fellows End Fd IV | FMV | $1,324,727 | $1,324,727 |
| Varadero International Ltd | FMV | $3,075,666 | $3,075,666 |
| Wellington CTF Strategic Real Asset | FMV | $2,758,014 | $2,758,014 |
| HBK Multi-Strategy Offshore Fund Ltd | FMV | $41,512 | $41,512 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|
| Machinery and Equipment | $228,097 | $228,097 |
| Improvements | $25,791 | $25,791 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General governance and counsel | CategoryTxt |
| Legal Fees | $27,142 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $27,142 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Change in deferred tax liability | Desc |
| Amt | $173,884 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank and credit card fees | $3,154 | $126 | $557 |
| Computer maintenance | $11,066 | $443 | $750 |
| Financial management software | $9,080 | $9,080 | |
| Grant management software | $75,281 | $72,281 | |
| Insurance | $5,922 | $237 | $5,685 |
| Internet | $2,917 | $117 | $2,798 |
| Office expense | $13,935 | $556 | $13,091 |
| Partnership expenses | $1,015,522 | $900,733 | |
| Payroll fees | $3,672 | $147 | $3,525 |
| Postage & delivery fees | $2,539 | $102 | $2,437 |
| Supplies | $6,006 | $240 | $6,025 |
| Telephone | $5,626 | $225 | $5,401 |
| Web design & maintenance | $11,970 | $479 | $11,491 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Interest from PRI/MRIs | $42,874 | $42,874 |
| Partnership income | $1,565,496 | $1,505,310 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Prior period reconciliation to audited financial statements | $239,552 |
| Unrealized appreciation in value of investments | $13,252,642 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cumulative deferred excise tax | Desc |
| BOY Book Value | $197,989 | BOYBookValueAmt |
| EOY Book Value | $371,873 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment and custodial fees | $429,322 | $425,589 | $0 | $0 |
| Philanthropic consulting | $555,142 | $0 | $0 | $634,798 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax | CategoryTxt |
| Amt | $20,000 | Amt |