HENRY P KENDALL FOUNDATION TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HENRY P KENDALL FOUNDATION TRUST (EIN 04-6029103)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201903179349102450
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T15:04:09-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042273266 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DARMODY MERLINO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046029103 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY P KENDALL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HENR | BusinessNameControlTxt |
| Phone | 6179512555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 176 FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW W KENDALL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6179512555 | PhoneNum |
| Signature | 2019-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID J GORDON | PreparerPersonNm |
| PTIN | P01444304 | PTIN |
| Phone | 6174267300 | PhoneNum |
| Preparation | 2019-11-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.195.19.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-08 | IPDt |
| IP Tm | 13:50:13 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Federal Original Submission Id | 04015220183180331e56 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6E56841A4FDA84DA8841447562CF5E956447FF09 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 15322FD8D3A52EE08B5E8C8861656EC92D44BAB4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $96,497,310 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,878,795 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,879,043 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,529,035 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,419,129 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,529,025 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $92,680 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $93,857 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,500,510 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,501,925 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $352,509 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $352,509 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $187,973 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $187,973 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $113,582 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $113,852 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,248 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $16,523 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,725 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $286,693 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $283,693 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $500 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,402 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $101,543 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $101,543 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $424,052 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $310,009 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $114,040 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,520,502 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $625,225 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $893,142 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,174,764 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,174,764 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,695,266 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $625,225 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,067,906 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$194,756 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,876,700 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $403,575 | CashBOYAmt |
| Cash EOY | $108,054 | CashEOYAmt |
| Cash EOYFMV | $108,054 | CashEOYFMVAmt |
| Acct Rcvbl | $80,520 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,175,450 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $80,520 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $80,520 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $197,752 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $195,310 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $197,752 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $197,752 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $8,873 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,454 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,454 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $83,498,658 | CorporateStockBOYAmt |
| Corporate Stock EOY | $95,093,652 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $95,093,652 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $982,117 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $982,117 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $64,371 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $47,850 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $18,779 | LandBOYAmt |
| Land EOY | $16,521 | LandEOYAmt |
| Land EOYFMV | $16,521 | LandEOYFMVAmt |
| Other Assets BOY | $13,240 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,240 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,240 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $87,313,885 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,497,310 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $96,497,310 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $31,305 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $30,588 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $31,305 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,588 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $87,282,580 | UnrestrictedBOYAmt |
| Unrestricted EOY | $96,466,722 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $87,282,580 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $96,466,722 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $87,313,885 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $96,497,310 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $87,282,580 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$194,756 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,392,647 | OtherIncreasesAmt |
| Subtotal | $96,480,471 | SubtotalAmt |
| Other Decreases | $13,749 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $96,466,722 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| SIGULER GUFF II - K-1 SHORT TERM | P | 2017-12-31 | $4,603 | -$4,603 | -$4,603 | |
| SIGULER GUFF II - K-1 LONG TERM | P | 2017-12-31 | $9,195 | $9,195 | $9,195 | |
| SIGULER GUFF DISTRESSED OPPORTUNITIES FUND II LP - K-1 SECTION 1231 GAIN | P | 2017-12-31 | $619 | -$619 | -$619 | |
| SIGULER GUFF III - K-1 SHORT TERM | P | 2017-12-31 | $49 | -$49 | -$49 | |
| SIGULER GUFF III - K-1 LONG TERM | P | 2017-12-31 | $52,605 | $52,605 | $52,605 | |
| SIGULER GUFF DISTRESSED OPPORTUNITIES FUND III LP - K-1 SECTION 1231 GAIN | P | 2017-12-31 | $38 | $38 | $38 | |
| CRESCENT DIRECT LENDING - K-1 SHORT TERM | P | 2017-12-31 | $178 | $178 | $178 | |
| CRESCENT DIRECT LENDING - K-1 LONG TERM | P | 2017-12-31 | $53,903 | -$53,903 | -$53,903 | |
| ABERDEEN SMALL CO FUND - K-1 SHORT TERM | P | 2017-12-31 | $8,441 | $8,441 | $8,441 | |
| ABERDEEN SMALL CO FUND - K-1 LONG TERM | P | 2017-12-31 | $315,904 | $315,904 | $315,904 | |
| IR&M CORE BOND FUND II - K-1 SHORT TERM | P | 2017-12-31 | $14,062 | -$14,062 | -$14,062 | |
| IR&M CORE BOND FUND II - K-1 LONG TERM | P | 2017-12-31 | $41,707 | -$41,707 | -$41,707 | |
| CANYON VALUE REALIZATION FUND, LP - K-1 SECTION 1256 GAINS - NET SHORT TERM | P | 2017-12-31 | $10,034 | -$10,034 | -$10,034 | |
| CANYON VALUE REALIZATION FUND, LP - K-1 SECTION 1256 GAINS - NET LONG TERM | P | 2017-12-31 | $15,051 | -$15,051 | -$15,051 | |
| CANYON VALUE REALIZATION FUND, LP - K-1 SHORT TERM | P | 2017-12-31 | $139,682 | -$139,682 | -$139,682 | |
| CANYON VALUE REALIZATION FUND, LP - K-1 LONG TERM | P | 2017-12-31 | $287,262 | $287,262 | $287,262 | |
| CANYON VALUE REALIZATION FUND, LP - K-1 SECTION 1231 GAIN | P | 2017-12-31 | $8,726 | $8,726 | $8,726 | |
| BOSTON PARTNERS GLOBAL EQUITY - K-1 SECTION 1256 GAIN - NET SHORT TERM | P | 2017-12-31 | $864 | $864 | $864 | |
| BOSTON PARTNERS GLOBAL EQUITY - K-1 SECTION 1256 GAIN - NET LONG TERM | P | 2017-12-31 | $1,297 | $1,297 | $1,297 | |
| BOSTON PARTNERS GLOBAL EQUITY FUND - K-1 - NET SHORT TERM | P | 2017-12-31 | $278,602 | $278,602 | $278,602 | |
| BOSTON PARTNERS GLOBAL EQUITY FUND - K-1 - NET LONG TERM | P | 2017-12-31 | $330,946 | $330,946 | $330,946 | |
| PARAMETRIC DEFENSIVE EQUITY FUND 1256 GAIN - NET SHORT TERM | P | 2017-12-31 | $16,068 | $16,068 | $16,068 | |
| PARAMETRIC DEFENSIVE EQUITY FUND 1256 GAIN - NET LONG TERM | P | 2017-12-31 | $24,102 | $24,102 | $24,102 | |
| PARAMETRIC DEFENSIVE EQUITY FUND - K-1 - NET SHORT TERM | P | 2017-12-31 | $378 | $378 | $378 | |
| HEITMAN AMERICA REAL ESTATE - K-1 NET LONG TERM | P | 2017-12-31 | $23,448 | $23,448 | $23,448 | |
| ENTERPRISE PRODUCTS PARTNERS - K-1 SECTION 1231 LOSS | P | 2017-12-31 | $10 | -$10 | -$10 | |
| PUBLICLY TRADED SECURITIES - FIDUCIARY TRUST - HOUSE ACCOUNT | P | 2017-12-31 | $1,571,546 | -$21,391 | -$21,391 | $1,550,155 |
| PUBLICLY TRADED SECURITIES - FIDUCIARY TRUST - HOUSE ACCOUNT | P | 2017-12-31 | $14,038,825 | $911,286 | $911,286 | $14,950,111 |
| LITTLE LEAF FARM LLC - K-1 SECTION 1231 LOSS | P | 2017-12-31 | $13 | -$13 | -$13 | |
| CAPITAL GAINS DIVIDENDS | P | $560,809 | $560,809 | $560,809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,529,025 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,225,080 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $86,845,977 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048650 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,431,058 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $88,311,045 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050176 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,466,992 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $85,696,224 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052126 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,247,210 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $81,282,971 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052252 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,552,611 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $75,974,081 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059923 | DistributionYr5Rt |
| Total Distribution | 0.263127 | TotalDistributionRt |
| Average Distribution | 0.052625 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $91,094,449 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,793,845 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $38,767 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,832,612 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,068,305 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $77,534 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $77,534 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $77,534 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $48,041 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $78,041 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $626 | EsPenaltyAmt |
| Tax Due | $119 | 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 | WWW.KENDALL.ORG | WebsiteAddressTxt |
| Individual With Books | JOHN MCCRAE | IndividualWithBooksNm |
| Phone | 6179512525 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 176 FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN P KENDALL | ||||||||
| 176 FEDERAL STREET | BOSTON | MA | 02110 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ANDREW W KENDALL | ||||||||
| 176 FEDERAL STREET | BOSTON | MA | 02110 | TRUSTEE/EXECUTIVE DIRECTOR | 40.00 | $352,509 | $49,316 | $0 |
| PHOEBE S WINDER | ||||||||
| 176 FEDERAL STREET | BOSTON | MA | 02110 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| KENNETH F MEYERS | ||||||||
| 176 FEDERAL STREET | BOSTON | MA | 02110 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| TORE C NELSON | ||||||||
| 176 FEDERAL STREET | BOSTON | MA | 02110 | TRUSTEE | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| COURTNEY J BOURNS | ||||||||
| 176 FEDERAL STREET | BOSTON | MA | 02110 | SENIOR PROGRAM OFFIC | 40.00 | $136,173 | $26,989 | $0 |
| KALILLA BOOKER-CASSANO | ||||||||
| 176 FEDERAL STREET | BOSTON | MA | 02110 | PROGRAM ASSISTANT | 40.00 | $47,000 | $12,214 | $0 |
| 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| NEPC LLC | ||||||
| 255 STATE STREET | BOSTON | MA | 02109 | INVESTMENT MANAGEMENT | $71,626 | |
| ABERDEEN SMALLER COMPANY | ||||||
| ONE BEACON STREET | BOSTON | MA | 02108 | INVESTMENT MANAGEMENT | $52,938 | |
| HEITMAN AMER REAL ESTATE FUND | ||||||
| C/O HEITMAN LLC 191 NORTH WACKER | CHICAGO | IL | 60606 | INVESTMENT MANAGEMENT | $52,003 | DRIVE 2500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $90,475,690 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $339,945 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,666,039 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $92,481,674 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $92,481,674 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,387,225 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $91,094,449 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,554,722 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,554,722 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $77,534 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $77,534 | TotalTaxAmt |
| Distributable Before Adj | $4,477,188 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,477,188 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,477,188 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,067,906 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $399 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $4,068,305 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,068,305 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,477,188 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $308,726 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $50,024 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $358,750 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,068,305 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,068,305 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $358,750 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $358,750 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $50,133 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOLTON WALKERS DBA JUST CAUSE WALK FOR BREAST CANCER | |||||||
| PO BOX 132 | BOLTON | MA | 01740 | NO RELATIONSHIP | PC | TO SUPPORT "JUST CAUSE" WALK FOR BREAST CANCER. | $10,000 |
| BOSTON PUBLIC SCHOOLS | |||||||
| 370 COLUMBIA ROAD | BOSTON | MA | 02128 | NO RELATIONSHIP | PC | TO ASSIST WITH MEMBERSHIP IN THE URBAN SCHOOL FUND ALLIANCE | $20,000 |
| CITY OF CHICOPEE | |||||||
| 650 FRONT STREET | CHICOPEE | MA | 01013 | NO RELATIONSHIP | PC | TO EXPAND CHICOPEE'S LOCAL FOOD SOURCING EFFORTS AND BEGIN HELPING NEARBY SCHOOL DISTRICTS LAUNCH SIMILAR PROGRAMS | $148,000 |
| COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE - CISA | |||||||
| ONE SUGARLOAF STREET | SOUTH DEERFIELD | MA | 01373 | NO RELATIONSHIP | PC | TO ENSURE THE LONG-TERM VIABILITY OF SUSTAINABLE AGRICULTURE IN HAMPDEN COUNTY | $75,000 |
| CONSERVATION LAW FOUNDATION | |||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | NO RELATIONSHIP | PC | TO SUPPORT THE FARM AND FOOD INITIATIVE THROUGH THE LAUNCH OF THE LEGAL SERVICES FOOD HUB | $50,000 |
| FARM FRESH RHODE ISLAND | |||||||
| 1005 MAIN ST 1220 | PAWTUCKET | RI | 02860 | NO RELATIONSHIP | PC | TO SUPPORT CAPACITY BUILDING ACTIVITIES AND THE RHODE ISLAND FOOD HUB | $125,000 |
| FRANKLIN COUNTY COMMUNITY DEV CORP | |||||||
| 324 WELLS ST | GREENFIELD | MA | 01301 | NO RELATIONSHIP | PC | 1. TO LAUNCH AND ADMINISTER THE PV GROWS INVESTMENT FUND FOR INVESTING IN A HEALTHIER FOOD SYSTEM 2. TO SUPPORT THE OPERATIONS OF THE MASSACHUSETTS FOOD PROCESSING CENTER TO EXPAND THE SUPPLY OF LOCALLY GROWN FOOD 3. TO SUPPORT THE IMPLEMENTATION OF THE MASSACHUSETTS LOCAL FOOD ACTION PLAN 4. TO ASSIST WITH THE COMPLETION OF A COLD STORAGE FACILITY TO OPTIMIZE OPERATIONS AND PROVIDE MORE LOCALLY GROWN FOOD TO WESTERN MASSACHUSETTS | $180,000 |
| GROW SMART RHODE ISLAND | |||||||
| 235 PROMENADE ST SUITE 550 | PROVIDENCE | RI | 02908 | NO RELATIONSHIP | PC | TO PROMOTE AGRICULTURAL VITALITY AND STRENGTHEN RHODE ISLAND'S FOOD SYSTEM | $40,000 |
| HAMPSHIRE COLLEGE | |||||||
| 893 WEST STREET | AMHERST | MA | 01002 | NO RELATIONSHIP | PC | TO SUPPORT THE COLLEGE'S LOCAL PROCUREMENT PROCESS IN MEETING THE 100% LOCAL FOOD CHALLENGE | $50,000 |
| HARTFORD FOOD SYSTEM INC | |||||||
| 86 PARK STREET 2ND FLOOR | HARTFORD | CT | 06106 | NO RELATIONSHIP | PC | TO STRENGTHEN THE GROWTH AND DEVELOPMENT OF THE CONNECTICUT FOOD SYSTEM ALLIANCE | $40,000 |
| HEALTH CARE WITHOUT HARM | |||||||
| 12355 SUNRISE VALLEY DR | RESTON | VA | 20191 | NO RELATIONSHIP | PC | TO CONTINUE THE WORK OF LEVERAGING THE PURCHASING POWER OF HEALTH CARE IN SUPPORT OF A SUSTAINABLE REGIONAL FOOD SYSTEM | $60,000 |
| INNOVATION NETWORK FOR COMMUNITIES | |||||||
| PO BOX 397 | BEAVER ISLAND | MI | 49782 | NO RELATIONSHIP | PC | TO CONTINUE SUPPORT OF THE BOSTON GREEN RIBBON COMMISSION AND HELP LAUNCH ITS 80X50 DEEP DECARBONIZATION PATHWAYS PROJECT | $25,000 |
| MOUNT HOLYOKE COLLEGE | |||||||
| 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | NO RELATIONSHIP | PC | TO ASSIST IN THE SEARCH FOR A NEW DIRECTOR OF DINING SERVICES AND REBUILD THE FOODSERVICE WEBSITE AND MARKETING MATERIALS | $100,000 |
| RED TOMATO | |||||||
| 1033 TURNPIKE STREET | CANTON | MA | 02021 | NO RELATIONSHIP | PC | GENERAL OPERATING SUPPORT FOR SUPPLYING REGIONALLY GROWN FOOD TO CONSUMERS IN THE NORTHEAST | $75,000 |
| RI DEPT OF ENVIRONMENTAL MANAGEMENT | |||||||
| 235 PROMENADE ST | PROVIDENCE | RI | 02908 | NO RELATIONSHIP | PC | TO SUPPORT THE DIRECTOR OF FOOD STRATEGY IN DEVELOPING A COMPREHENSIVE STATEWIDE FOOD SYSTEM PLAN | $125,000 |
| SHELBURNE FARMS | |||||||
| 1611 HARBOR RD | SHELBURNE | VT | 05482 | NO RELATIONSHIP | PC | TO SUPPORT THE NORTHEAST FARM-TO-SCHOOL COLLABORATIVE IN BUILDING REGION-WIDE CAPACITY ACROSS THE NORTHEAST | $100,000 |
| SMITH COLLEGE | |||||||
| 10 ELM STREET | NORTHAMPTON | MA | 01063 | NO RELATIONSHIP | PC | TO SUPPORT THE HIRING OF AN EXECUTIVE CHEF AND ACCELERATE THE DEVELOPMENT OF A SUSTAINABLE FOOD PROGRAM EMPHASIZING HEALTH, WELLNESS AND LOCAL FOOD SOURCING | $117,000 |
| SOCIAL VENTURES PARTNERS RHODE ISLAND | |||||||
| 460 HARRIS AVE UNIT 303 | PROVIDENCE | RI | 02909 | NO RELATIONSHIP | PC | TO PROVIDE BUSINESS SUPPORT AND COACHING FOR ENTREPRENEURS IN RHODE ISLAND'S FOOD AND AGRICULTURE ENTERPRISES | $25,000 |
| SPRINGFIELD PUBLIC SCHOOLS | |||||||
| 1550 MAIN STREET | SPRINGFIELD | MA | 01103 | NO RELATIONSHIP | PC | 1. TO HELP PROVIDE 88 ACRES HEALTHY BREAKFAST BARS TO SPRINGFIELD STUDENTS 2. TO SUPPORT THE IMPLEMENTATION OF THE DISTRICT'S CULINARY AND NUTRITION CENTER | $45,000 |
| THE TRUSTEES OF RESERVATIONS | |||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | NO RELATIONSHIP | PC | TO ASSIST IN LAUNCHING A BEEF OPERATION AT MOOSE HILL FARM | $75,125 |
| THIRD SECTOR NEW ENGLAND | |||||||
| 89 SOUTH STREET 700 | BOSTON | MA | 02111 | NO RELATIONSHIP | PC | 1. TO SUPPORT THE GET REAL NEW ENGLAND PROGRAM IN INCREASING LOCAL, ECOLOGICALLY SOUND, FAIR AND HUMANE FOOD AT THE REGION'S COLLEGES AND UNIVERSITIES 2. TO SUPPORT THE RHODE ISLAND FOOD POLICY COUNCIL IN DEVELOPING A STATE FOOD PLAN AND ORGANIZATIONAL DEVELOPMENT 3. TO STRENGTHEN FARM-TO-SCHOOL PROGRAMS IN NEW ENGLAND THROUGH EXPANDED TRAINING AND TECHNICAL ASSISTANCE 4. TO SUPPORT PHASE I OF THE CAMPUS FOODSHIFT INITIATIVE 5. TO SUPPORT THE LEADERSHIP TRANSITION OF THE MAINE FOOD STRATEGY NETOWRK | $455,000 |
| TRUSTEES OF BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NO RELATIONSHIP | PC | TO INCREASE STAFF CAPACITY WITHIN THE SUSTAINABLE FOOD SYSTEM INITIATIVE AND ACQUIRE MOBILE FOOD DEMONSTATION EQUIPMENT | $162,639 |
| UNIVERSITY OF MASSACHUSETTS FOUNDATION | |||||||
| 225 FRANKLIN STREET | BOSTON | MA | 02110 | NO RELATIONSHIP | PC | TO LEVERAGE BROADER INSTITUTIONAL CHANGE TOWARD ACHIEVING THE GOAL OF SOURCING MORE THAN 20% LOCAL AND SUSTAINABLE FOOD CAMPUS-WIDE BY 2020 | $275,000 |
| UNIVERSITY OF NEW HAMPSHIRE FOUNDATION | |||||||
| 131 MAIN STREET | DURHAM | NH | 03824 | NO RELATIONSHIP | PC | 1. TO SUPPORT KEY LEADERSHIP AND COORDINATION FUNCTIONS OF THE FOOD SOLUTIONS NEW ENGLAND INITIATIVE 2. TO SUPPORT KEY FUNCTIONS OF THE FOOD SOLUTIONS NEW ENGLAND INITIATIVE 3. TO SUPPORT NEW ENGLAND'S NARRATIVE STATEGY 4. TO SUPPORT THE UNH SUSTAINABILITY INSTITUTE IN ITS WORK WITH THE NEW HAMPSHIRE FOOD ALLIANCE | $345,000 |
| URBAN FOOD INITIATIVE | |||||||
| 54 WILDE ROAD | WABAN | MA | 02468 | NO RELATIONSHIP | PC | TO PROVIDE GENERAL OPERATING SUPPORT FOR THE PILOT STORE AND CAPITAL FUNDS FOR THE EXPANSION TO A SECOND LOCATION IN BOSTON | $252,000 |
| VERMONT SUSTAINABLE JOBS FUND | |||||||
| 3 PITKIN COURT SUITE 301E | MONTPELIER | VT | 05602 | NO RELATIONSHIP | PC | TO SUPPORT THE VERMONT FARM-TO-PLATE NETWORK AND TECHNICAL ASSISTANCE TRAINING PROGRAM | $75,000 |
| WESTFIELD STATE FOUNDATION INC | |||||||
| 577 WESTERN AVE | WESTFIELD | MA | 01086 | NO RELATIONSHIP | PC | TO ASSIST WESTFIELD STATE COLLEGE TRANSITION FROM ITS CONTRACT FOOD SERVICE AND DEVELOP AN INDEPENDENT FOOD SERVICE PROGRAM | $125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,174,764 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,878,795 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,680 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,529,035 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,500,510 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,500,510 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $30,000 | Amt |
| Net Investment Income | $15,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,000 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | COMPUTER EQUIPMENT - 2017 | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2017-03-24 | AcquiredCompletedOrExpendedDt |
| Amortized | $399 | AmortizedAmt |
| Amortization Period | 36.000000000000 | AmortizationPeriodRt |
| Current Year Amortization | $255 | CurrentYearAmortizationAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Total Amortization | $255 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (15 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT 2003 - 2008 | 2006-12-31 | $3,343 | $3,343 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT - 2010 | 2010-12-31 | $5,563 | $5,563 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT - 2011 | 2011-12-31 | $5,223 | $5,223 | 200DB | 5.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | 2003-06-01 | $21,795 | $7,592 | SL | 39.000000000000 | $559 | $0 |
| FURNITURE & FIXTURES | 2002-07-01 | $6,740 | $6,740 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2006-05-02 | $2,572 | $2,572 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2008-08-15 | $2,216 | $2,216 | 200DB | 7.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT - 2013 | 2013-11-22 | $947 | $376 | 200DB | 5.000000000000 | $52 | $0 |
| COMPUTER EQUIPMENT - 2014 | 2014-05-15 | $2,855 | $1,016 | 200DB | 5.000000000000 | $164 | $0 |
| COMPUTER EQUIPMENT - 2014 | 2014-12-01 | $1,716 | $610 | 200DB | 5.000000000000 | $99 | $0 |
| COMPUTER EQUIPMENT - 2014 | 2014-01-24 | $776 | $318 | 200DB | 5.000000000000 | $28 | $0 |
| COMPUTER EQUIPMENT - 2015 | 2015-04-01 | $2,122 | $552 | 200DB | 5.000000000000 | $204 | $0 |
| COMPUTER EQUIPMENT - 2016 | 2016-04-18 | $2,241 | $224 | 200DB | 5.000000000000 | $358 | $0 |
| COMPUTER EQUIPMENT - 2016 | 2016-05-17 | $5,863 | $586 | 200DB | 5.000000000000 | $938 | $0 |
| COMPUTER EQUIPMENT - 2010 | 2010-12-31 | $21,531 | $21,531 | 200DB | 5.000000000000 | $0 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION FOR AMENDING | IdentifierTxt |
| Form And Line Reference | FORM 990-PF & FORM 2220 | FormAndLineReferenceDesc |
| Medium Explanation | THIS RETURN WAS AMENDED DUE TO THE LITTLE LEAF FARM INVESTMENT BEING CLASSIFIED AS A PROGRAM RELATED INVESTMENT ON THE ORIGINAL 2017 RETURN, WHEREAS IT SHOULD HAVE BEEN CLASSIFIED AS A TRADITIONAL INVESTMENT. THE FORMS THAT CHANGED BECAUSE OF THIS RECLASSIFICATION ARE AS FOLLOWS:FORM 990-PF PART II PART V PART VI PART IX-B PART XI PART XII PART XIIIFORM 2220THE AMOUNT INCLUDED IN FORM 990-PF; PART VI, LINE 7 ON THE ORIGINAL RETURN WAS AN OVERPAYMENT OF $39,274. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES, FIXED INCOME & MUTUAL FUNDS | StockNm |
| EOY Book Value | $95,093,652 | EOYBookValueAmt |
| EOYFMV | $95,093,652 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LITTLE LEAF FARMS LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $982,117 | BookValueAmt |
| EOYFMV | $982,117 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER EQUIPMENT 2003 - 2008 | $3,343 | $3,343 | $0 |
| COMPUTER EQUIPMENT - 2010 | $5,563 | $5,563 | $0 |
| COMPUTER EQUIPMENT - 2011 | $5,223 | $5,223 | $0 |
| LEASEHOLD IMPROVEMENTS | $21,795 | $8,151 | $13,644 |
| FURNITURE & FIXTURES | $6,740 | $6,740 | $0 |
| FURNITURE & FIXTURES | $2,572 | $2,572 | $0 |
| FURNITURE & FIXTURES | $2,216 | $2,216 | $0 |
| COMPUTER EQUIPMENT - 2013 | $947 | $902 | $45 |
| COMPUTER EQUIPMENT - 2014 | $2,855 | $2,608 | $247 |
| COMPUTER EQUIPMENT - 2014 | $1,716 | $1,567 | $149 |
| COMPUTER EQUIPMENT - 2014 | $776 | $734 | $42 |
| COMPUTER EQUIPMENT - 2015 | $2,122 | $1,817 | $305 |
| COMPUTER EQUIPMENT - 2016 | $2,241 | $1,703 | $538 |
| COMPUTER EQUIPMENT - 2016 | $5,863 | $4,456 | $1,407 |
| COMPUTER EQUIPMENT - 2017 | $399 | $255 | $144 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $21,248 | LegalFeesAmt |
| Net Investment Income | $16,523 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,725 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $13,240 | BOYBookValueAmt |
| EOY Book Value | $13,240 | EOYBookValueAmt |
| EOYFMV | $13,240 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DIFFERENCES AS REPORTED ON K-1 PASS-THROUGH ENTITIES | Desc |
| Amt | $13,749 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (20 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER EXPENSE | $16,749 | $0 | $16,749 |
| OFFICE EXPENSE | $5,426 | $0 | $5,426 |
| POSTAGE & DELIVERY | $921 | $0 | $921 |
| PROGRAM EXPENSES | $33,416 | $0 | $33,416 |
| TELEPHONE & INTERNET | $52,028 | $0 | $52,028 |
| SHARON PROPERTY COSTS | $919 | $0 | $919 |
| DEDUCTIONS FROM SIGULER GUFF II K-1 | $7,290 | $7,290 | $0 |
| DEDUCTIONS FROM SIGULER GUFF III K-1 | $11,278 | $11,278 | $0 |
| DEDUCTIONS FROM POWERSHARES DB COMMODITY INDEX TRACKING FUND K-1 | $0 | $252 | $0 |
| DEDUCTIONS FROM ABERDEEN EMERGING MARKETS SMALL COMPANY K-1 | $12,373 | $12,373 | $0 |
| DEDUCTIONS FROM IR&M CORE BOND FUND II K-1 | $12,911 | $12,911 | $0 |
| DEDUCTIONS FROM CRESCENT DIRECT LENDING FUND K-1 | $16,221 | $16,221 | $0 |
| INSURANCE | $4,581 | $0 | $4,581 |
| DEDUCTIONS FROM CANYON VALUE REALIZATION K-1 | $128,196 | $128,196 | $0 |
| DEDUCTIONS FROM HEITMAN AMERICA REAL ESTATE TRUST K-1 | $35 | $35 | $0 |
| DEDUCTIONS FROM BOSTON PARTNERS GLOBAL EQUITY FUND K-1 | $66,412 | $66,412 | $0 |
| DEDUCTIONS FROM PARAMETRIC DEFENSIVE EQUITY FUND K-1 | $6,835 | $6,835 | $0 |
| DEDUCTIONS FROM HIGHBAR PARTNERS III K-1 | $30,210 | $30,210 | $0 |
| DEDUCTIONS FROM LITTLE LEAF FARM LLC K-1 | $17,996 | $17,996 | $0 |
| AMORTIZATION | $255 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SIGULER GUFF DISTRESSED OPPORTUNITIES FUND II, LP - K-1 | $8,195 | $8,195 | $8,195 |
| SIGULER GUFF DISTRESSED OPPORTUNITIES FUND III, LP - K-1 | $16,504 | $16,504 | $16,504 |
| CRESCENT DIRECT LENDING FUND, LP - K-1 | $20 | $20 | $20 |
| ENTERPRISE PRODUCTS PARTNERS L.P. - K-1 | $0 | -$202 | $0 |
| ABERDEEN SMALLER COMPANY FUND | $926 | $926 | $926 |
| MISCELLANEOUS INCOME | $44,898 | $44,898 | $44,898 |
| CANYON VALUE REALIZATION | $21,099 | $21,099 | $21,099 |
| IR&M CORE BOND FUND II | $1,038 | $1,038 | $1,038 |
| POWERSHARES DB COMMODITY INDEX TRACKING - K-1 | $0 | $1,379 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS AND LIMITED PARTNERSHIPS | Desc |
| Amt | $9,392,647 | Amt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (3 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|---|
| FAIR FOOD FUND | |||||||||
| NONE | $125,000 | $132,500 | 2013-11 | 2020-11 | LUMP SUM, INCLUDING ACCRUED INTEREST | 1.500000000000 | PROGRAM-RELATED INVESTMENT | CASH | $125,000 |
| PIONEER VALLEY GROWS RISK CAPITAL POOL | |||||||||
| NONE | $25,000 | $26,158 | 2015-12 | 2021-12 | LUMP SUM, INCLUDING ACCRUED INTEREST | 0.000000000000 | PROGRAM-RELATED INVESTMENT | CASH | $25,000 |
| PIONEER VALLEY GROWS PATIENT CAPITAL POOL | |||||||||
| NONE | $37,500 | $39,094 | 2015-12 | 2018-07 | LUMP SUM, INCLUDING ACCRUED INTEREST | 4.000000000000 | PROGRAM-RELATED INVESTMENT | CASH | $37,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ALLOCABLE CONSULTING FEES | $74,626 | $71,626 | $3,000 |
| INVESTMENT MANAGEMENT FEES | $172,307 | $172,307 | $0 |
| CUSTODIAN FEES | $39,760 | $39,760 | $0 |
| PROFESSIONAL DEVELOPMENT | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MASSACHUSETTS ANNUAL REPORT - FORM PC | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |