THE HYAMS FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE HYAMS FOUNDATION INC (EIN 04-6013680)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201903189349103860
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- 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 | 2019-11-14T15:23:50-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 770275132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 2019-11-14 | 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 | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $128,820,885 | 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 | $6,511 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,511 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $993,377 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $993,377 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,082,068 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,053,624 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,046,192 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,003,475 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,906,698 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,085,431 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,952,778 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $475,560 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $73,174 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $402,386 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $812,200 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $32,488 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $779,712 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $307,754 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,310 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $295,444 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,892 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $4,892 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $57,479 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $42,068 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,602 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,126,389 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $475,197 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $547,774 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $109,049 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $209,374 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,375 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $201,172 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $295,294 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,660 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $289,884 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,864 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $75 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,426 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,035,319 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $806,943 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125,655 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,435,174 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,452,290 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,657,947 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,604,466 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,374,466 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,039,640 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,452,290 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,032,413 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,954,209 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,500,488 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $212,126 | CashBOYAmt |
| Cash EOY | $205,338 | CashEOYAmt |
| Cash EOYFMV | $205,338 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,414,617 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,041,465 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,041,465 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $104,559 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $43,210 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $43,210 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $25,655,171 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,397,885 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,397,885 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,193,822 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $19,316,373 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $19,316,373 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $93,562,805 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $70,750,102 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $70,750,102 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $253,888 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $253,888 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $3,973,515 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,066,512 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,066,512 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $146,116,615 | TotalAssetsBOYAmt |
| Total Assets EOY | $128,820,885 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $128,820,885 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $195,061 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,285,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,450,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $439,306 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $197,989 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,724,306 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,843,050 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $25,963,727 | UnrestrictedBOYAmt |
| Unrestricted EOY | $8,549,253 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $39,991,393 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $39,991,393 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $78,437,189 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $78,437,189 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $144,392,309 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $126,977,835 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $146,116,615 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $128,820,885 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $144,392,309 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,954,209 | ExcessRevenueOverExpensesAmt |
| Other Increases | $196,324 | OtherIncreasesAmt |
| Subtotal | $142,634,424 | SubtotalAmt |
| Other Decreases | $15,656,589 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $126,977,835 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly traded securities | $729,841 | $639,026 | $90,815 | $90,815 | |||
| Capital gain distributions | $715,926 | $715,926 | $715,926 | ||||
| Passthrough K-1 capital gain | $3,167,209 | $3,167,209 | $3,167,209 | ||||
| Covalent Capital Partners (Offshore) LP | $2,120,066 | $1,717,900 | $402,166 | $402,166 | P | 2017-01-01 | 2018-04-25 |
| Gruss DV Fund Ltd | $2,298,100 | $2,282,082 | $16,018 | $16,018 | P | 2017-01-01 | 2018-12-31 |
| Kestral Venture Partners LP | $14,513 | $150,704 | -$136,191 | -$136,191 | P | 2017-01-01 | 2018-01-15 |
| Tucker Anthony Private Equity Fund IV LP | $28,942 | $9,642 | $19,300 | $19,300 | P | 2017-01-01 | 2018-06-18 |
| Victory Global Natural Resource Fd Cl Y | $979,027 | $1,208,078 | -$229,051 | -$229,051 | P | 2017-01-01 | 2018-11-27 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,046,192 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,264,031 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $136,162,027 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05335 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,714,897 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $128,401,448 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05230 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,826,088 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $137,026,292 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04982 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,653,452 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $141,158,828 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04714 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,853,046 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $141,544,328 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04842 | DistributionYr5Rt |
| Total Distribution | 0.251011 | TotalDistributionRt |
| Average Distribution | 0.050202 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $136,120,892 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,833,541 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $55,005 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,888,546 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,032,413 | 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 | $55,005 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $55,005 | SubtotalAmt |
| Tax Based On Investment Income | $55,005 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $87,244 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $87,244 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $53 | EsPenaltyAmt |
| Overpayment | $32,186 | OverpaymentAmt |
| Applied To ES Tax | $32,186 | AppliedToESTaxAmt |
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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 | $26,650 | |
| Lily Mendez-Morgan | |||||||
| 50 Federal Street 9th Fl | Boston | MA | 02110 | Co-Ch/A. Clk/Tr | 2.00 | $18,660 | |
| 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 | 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 | $20,690 | |
| Jocelyn Sargent | |||||||
| 50 Federal Street 9th Fl | Boston | MA | 02110 | Executive Dir. | 40.00 | $289,560 | $44,842 |
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 | $229,289 | $46,315 |
| David Moy | |||||||
| 50 Federal St 9th Fl | Boston | MA | 02110 | Sr Prog Offic | 40.00 | $135,743 | $36,904 |
| Maria L Mulkeen | |||||||
| 50 Federal St 9th Fl | Boston | MA | 02110 | Prog Officer | 40.00 | $96,022 | $18,200 |
| Nahir Torres | |||||||
| 50 Federal St 9th Fl | Boston | MA | 02110 | Prog Officer | 40.00 | $95,645 | $18,554 |
| Sergio Marin | |||||||
| 50 Federal St 9th Fl | Boston | MA | 02110 | Prog Officer | 40.00 | $91,269 | $19,169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
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 | Investmt consulting | $346,126 |
| Vicki Rosenberg & Associates | |||||
| PO Box 116 | Saugatuck | MI | 49453 | Exec coaching | $93,875 |
| Sanderson International Value Fund | |||||
| 250 South Wacker Drive | Chicago | IL | 60606 | Investment mgmt | $93,087 |
| Supriya Pillai | |||||
| PO Box 3580 | Berkeley | CA | 94703 | Event planning | $70,000 |
| The MassINC Polling Group Inc | |||||
| 11 Beacon Street Suite 500 | Boston | MA | 02108 | Research | $110,670 |
| 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 | $47,070,350 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,982,163 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $87,141,286 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $138,193,799 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $138,193,799 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,072,907 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $136,120,892 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,806,045 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,806,045 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55,005 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,549 | IncomeTaxAmt |
| Total Tax | $58,554 | TotalTaxAmt |
| Distributable Before Adj | $6,747,491 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,747,491 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,747,491 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,032,413 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,032,413 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $55,005 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,977,408 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,747,491 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $100,780 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $340,413 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $547,732 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $988,925 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,032,413 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,747,491 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $284,922 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,273,847 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,273,847 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $100,780 | ExcessFromYear3Amt |
| Excess From Year2 | $340,413 | ExcessFromYear2Amt |
| Excess From Year1 | $547,732 | ExcessFromYear1Amt |
| Excess From Current Year | $284,922 | 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 (106 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AAPIP | |||||||
| 300 Frank H Ogawa Plaza 256 | Oakland | CA | 94612 | N/A | PC | General support | $2,500 |
| ACLU Foundation of Massachusetts | |||||||
| 211 Congress Street 3rd Floor | Boston | MA | 02110 | N/A | PC | General support | $25,000 |
| African Community Economic Dev of N | |||||||
| 89 South Street | Boston | MA | 02111 | N/A | PC | Community identified issues | $40,000 |
| Allied Media Projects | |||||||
| 4126 Third Street | Detroit | MI | 48201 | N/A | PC | Racial justice policy | $10,000 |
| Alternatives for Community and Envi | |||||||
| 2201 Washington Street 302 | Roxbury | MA | 02119 | N/A | PC | Important racial justice issues | $51,000 |
| Amalgamated Charitable Foundation I | |||||||
| 1825 K St NW | Washington | DC | 20006 | N/A | PC | Community identified issues | $100,000 |
| American Jewish Committee | |||||||
| One Liberty Square 300 | Boston | MA | 02109 | N/A | PC | General support | $5,000 |
| Asian American Civic Association In | |||||||
| 87 Tyler Street 5th Floor | Boston | MA | 02111 | N/A | PC | General support | $5,000 |
| Asian American Resource Workshop In | |||||||
| 42 Charles Street D | Dorchester | MA | 02122 | N/A | PC | Community identified issues | $70,000 |
| Association of Black Foundation Exe | |||||||
| 42 Broadway 20th Floor | New York | NY | 10004 | N/A | PC | General support | $27,500 |
| Bams Fest | |||||||
| 1452 Dorchester Ave 4 | Boston | MA | 02122 | N/A | PC | General support | $5,000 |
| Bend the Arc | |||||||
| 330 7th Ave 19th Floor | New York | NY | 10001 | N/A | PC | Community identified issues | $26,500 |
| Bikes Not Bombs | |||||||
| 284 Amory Street | Jamaica Plain | MA | 02130 | N/A | PC | Community identified issues | $35,000 |
| Black Economic Council of Massachus | |||||||
| 100 Franklin Street 600 | Boston | MA | 02110 | N/A | PC | General support | $10,000 |
| Black Economic Justice Institute | |||||||
| 1229 River Street | Hyde Park | MA | 02136 | N/A | PC | Important racial justice issues | $50,000 |
| Boston Education Development Founda | |||||||
| 7 Palmer Street 2nd floor | Roxbury | MA | 02119 | N/A | PC | General support | $10,000 |
| Boston Private Industry Council Inc | |||||||
| 2 Oliver Street | Boston | MA | 02109 | N/A | PC | Important racial justice issues | $65,000 |
| Boston Tenant Coalition Inc | |||||||
| 11 Beacon Street 510 | Boston | MA | 02108 | N/A | PC | Important racial justice issues | $55,000 |
| Brazilian Women's Group Inc | |||||||
| 697 Cambridge Street 106 | Brighton | MA | 02135 | N/A | PC | Important racial justice issues | $40,000 |
| Brazilian Worker Center Inc | |||||||
| 14 Harvard Avenue 2nd Floor | Allston | MA | 02134 | N/A | PC | Important racial justice issues | $50,000 |
| Bridges USA | |||||||
| 477 N Fifth Street | Memphis | TN | 38105 | N/A | PC | Racial justice policy | $52,000 |
| Brigham and Women's Hospital Inc | |||||||
| 75 Francis Street | Boston | MA | 02115 | N/A | PC | Racial justice policy | $10,000 |
| Center for Labor Education Research | |||||||
| 375 Centre Street | Jamaica Plain | MA | 02130 | N/A | PC | Community identified issues | $125,000 |
| Centro Presente Inc | |||||||
| 12 Bennington Street 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 | $100,000 |
| Chinese Progressive Association | |||||||
| 28 Ash Street | Boston | MA | 02111 | N/A | PC | Community identified issues | $205,000 |
| Citizens of the World Inc | |||||||
| 340 Harvard Street | Cambridge | MA | 02139 | N/A | PC | General support | $5,000 |
| Civic Nation | |||||||
| 727 15th St NW 3rd Floor | Washington | DC | 20005 | N/A | PC | General support | $25,000 |
| CommonWealth Kitchen | |||||||
| 196 Quincy Street | Dorchester | MA | 02121 | N/A | PC | Racial justice policy | $15,000 |
| Community Change Inc | |||||||
| 14 Beacon Street 605 | Boston | MA | 02108 | N/A | PC | General support | $5,000 |
| Community Labor United Inc | |||||||
| 6 Beacon Street 910 | Boston | MA | 02108 | N/A | PC | Important racial justice issues | $165,000 |
| Concerned Black Men of Massachusett | |||||||
| 136 Warren Street 7 | Boston | MA | 02119 | N/A | PC | General support | $20,000 |
| Confluence Philanthropy Inc | |||||||
| 475 Riverside Drive 900 | New York | NY | 10115 | N/A | PC | General support | $5,000 |
| Council on Foundations | |||||||
| 2121 Crystal Drive 700 | Arlington | VA | 22202 | N/A | PC | General support | $21,100 |
| Dudley Street Neighborhood Initiati | |||||||
| 550 Dudley Street | Roxbury | MA | 02119 | N/A | PC | Racial justice policy | $25,000 |
| Emerson College | |||||||
| 120 Boylston Street | Boston | MA | 02116 | N/A | PC | Racial justice policy | $15,000 |
| Fenway Community Development Corp | |||||||
| 70 Burbank Street | Boston | MA | 02115 | N/A | PC | Important racial justice issues | $50,000 |
| Foundation Financial Officers Group | |||||||
| 19 Mantua Road | Mt Royal | NJ | 08061 | N/A | PC | General support | $1,550 |
| Four Corners Action Coalition Inc | |||||||
| 367 Washington Street | Dorchester | MA | 02124 | N/A | PC | Important racial justice issues | $200,000 |
| Fourth Presbyterian Church | |||||||
| 340 Dorchester Street | South Boston | MA | 02127 | N/A | PC | Community identified issues | $30,000 |
| Friends of St Stephen's Youth Progr | |||||||
| 419 Shawmut Avenue | Boston | MA | 02118 | N/A | PC | Community identified issues | $41,000 |
| GCIR | |||||||
| Post Office Box 1100 | Sebastopol | CA | 95473 | N/A | PC | General support | $3,000 |
| Grantmakers for Education | |||||||
| 720 SW Washington Street 605 | Portland | OR | 97205 | N/A | PC | General support | $2,250 |
| Grantmakers for Effective Organizat | |||||||
| 1310 L Street NW 650 | Washington | DC | 20005 | N/A | PC | General support | $3,190 |
| Greater Boston Interfaith Organizat | |||||||
| PO Box 190892 | Roxbury | MA | 02119 | N/A | PC | Important racial justice issues | $60,000 |
| GreenRoots Inc | |||||||
| 227 Marginal St 1 | Chelsea | MA | 02150 | N/A | PC | Community identified issues and racial j | $56,000 |
| Handel Haydn Society | |||||||
| 9 Harcourt Street | Boston | MA | 02116 | N/A | PC | Racial justice policy | $30,000 |
| Haymarket Peoples Fund Inc | |||||||
| 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 | $1,500 |
| Homes for Families Inc | |||||||
| 43 Bowdoin Street A | Boston | MA | 02114 | N/A | PC | Important racial justice issues | $50,000 |
| Immigrant Family Services Institute | |||||||
| 575 American Legion Hwy | Roslindale | MA | 02131 | N/A | PC | Community identified issues | $30,000 |
| InnerCity Struggle | |||||||
| 124 North Townsend Ave | Los Angeles | CA | 90063 | N/A | PC | Racial justice policy | $1,500 |
| Inquilinos Boricuas en Accion | |||||||
| 405 Shawmut Avenue | Boston | MA | 02118 | N/A | PC | General support | $10,000 |
| John F Kennedy Library Foundation I | |||||||
| Columbia Point | Boston | MA | 02125 | N/A | PC | General support | $40,000 |
| Lawyers for Civil Rights | |||||||
| 61 Batterymarch St 5th Floor | Boston | MA | 02110 | N/A | PC | Important racial justice issues | $75,000 |
| MA Affordable Housing Alliance Inc | |||||||
| 1803 Dorchester Avenue | Dorchester | MA | 02124 | N/A | PC | Important racial justice issues | $50,000 |
| MA Coalition for Occu Safety Health | |||||||
| 1532B Dorchester Ave | Boston | MA | 02122 | N/A | PC | Important racial justice issues | $130,000 |
| MA Immigrant Refugee Adv Coalition | |||||||
| 105 Chauncy Street 901 | Boston | MA | 02111 | N/A | PC | General support | $20,000 |
| MACDC | |||||||
| 15 Court Square 600 | Boston | MA | 02108 | N/A | PC | Important racial justice issues | $50,000 |
| Mass Communities Action Network | |||||||
| 14 Cushing Avenue | Dorchester | MA | 02125 | N/A | PC | Important racial justice issues | $140,000 |
| Mass LEAP Inc | |||||||
| 549 Columbus Avenue | Boston | MA | 02118 | N/A | PC | Racial justice policy | $1,000 |
| Mass Mentoring Partnership Inc | |||||||
| 75 Kneeland Street 11th floor | Boston | MA | 02111 | N/A | PC | Community identified issues | $30,000 |
| 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 1250 | Boston | MA | 02109 | N/A | PC | Community identified issues | $50,000 |
| Massachusetts Law Reform Institute | |||||||
| 40 Court Street 800 | Boston | MA | 02108 | N/A | PC | General support | $10,000 |
| Massachusetts Legal Assistance Corp | |||||||
| 18 Tremont Street 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 | $300 |
| Massachusetts Senior Action Council | |||||||
| 108 Myrtle Street 112 | Quincy | MA | 02171 | N/A | PC | Community identified issues | $60,000 |
| Massachusetts Voter Education Netwo | |||||||
| 41 West Street 700 | Boston | MA | 02111 | N/A | PC | Racial justice policy | $1,000 |
| MassINC | |||||||
| 11 Beacon Street 500 | Boston | MA | 02108 | N/A | PC | Important racial justice issues | $25,000 |
| Mission Investor Exchange | |||||||
| 2101 Fourth Avenue 650 | Seattle | WA | 98121 | N/A | PC | General support | $3,000 |
| Momentum Community | |||||||
| 2901 S Harcourt Ave | Los Angeles | CA | 90016 | N/A | PC | General support | $10,000 |
| More Boston Inc | |||||||
| 52 Bassett Road | Brockton | MA | 02301 | N/A | PC | General support | $5,000 |
| Movement Strategy Center | |||||||
| 436 14TH Street 5th Floor | Oakland | CA | 94612 | N/A | PC | Racial justice policy and rapid response | $87,000 |
| Museum of African American History | |||||||
| 14 Beacon Street 401 | Boston | MA | 02108 | N/A | PC | General support | $25,000 |
| Muslim American Society of Boston | |||||||
| 100 Malcolm X Boulevard | Roxbury | MA | 02119 | N/A | PC | Community identified issues | $35,000 |
| Muslim Justice League | |||||||
| 51 Melcher Street | Boston | MA | 02210 | N/A | PC | Community identified issues | $30,000 |
| National Center for Race Amity | |||||||
| 200 The Riverway | Boston | MA | 02215 | N/A | PC | General support | $25,000 |
| National Committee for Responsive P | |||||||
| 1900 L Street NW 825 | Washington | DC | 20036 | N/A | PC | General support | $3,000 |
| National Queer Asian Pacific Allian | |||||||
| Old Chelsea Station PO Box 1277 | New York | NY | 10113 | N/A | PC | Rapid response | $10,000 |
| Neighbor to Neighbor MA Education F | |||||||
| 15 Court Square 345 | Boston | MA | 02108 | N/A | PC | Important racial justice issues | $45,000 |
| Neighborhood Funders Group Inc | |||||||
| 436 14th Street 425 | Oakland | CA | 94612 | N/A | PC | Racial justice policy | $38,000 |
| NEO Philanthropy Inc | |||||||
| 45 W 36th St 6th Floor | New York | NY | 10018 | N/A | PC | General support | $4,000 |
| New England Blacks in Philanthropy | |||||||
| 101 Federal Street 1900 | Boston | MA | 02110 | N/A | PC | General support | $1,500 |
| New Venture Fund | |||||||
| 1201 Connecticut Ave NW 300 | Washington | DC | 20036 | N/A | PC | Important racial justice issues | $55,000 |
| PEAK Grantmaking | |||||||
| 1666 K Street NW 440 | Washington | DC | 20006 | N/A | PC | General support | $5,000 |
| Philanthropy Massachusetts | |||||||
| 133 Federal Street 802 | Boston | MA | 02110 | N/A | PC | Racial justice policy | $52,000 |
| Proteus Fund | |||||||
| 15 Research Drive B | Amherst | MA | 01002 | N/A | PC | Community identified issues | $25,000 |
| Race Forward | |||||||
| 32 Broadway 1801 | New York | NY | 10004 | N/A | PC | General support | $50,000 |
| Restaurant Opportunities Centers Un | |||||||
| 275 Seventh Avenue 1703 | New York | NY | 10001 | N/A | PC | Important racial justice issues | $40,000 |
| Right to the City Alliance | |||||||
| 388 Atlantic Avenue 2nd Fl | Brooklyn | NY | 11217 | N/A | PC | Important racial justice issues | $50,000 |
| South Boston en Accion Inc | |||||||
| 10 Logan Way Basement | South Boston | MA | 02127 | N/A | PC | Community identified issues | $45,000 |
| Spontaneous Celebrations Inc | |||||||
| 45 Danforth Street | Jamaica Plain | MA | 02130 | N/A | PC | Community identified issues | $40,000 |
| The American City Coalition | |||||||
| 2136 Washington Street | Roxbury | MA | 02119 | N/A | PC | Racial justice policy | $5,000 |
| The Boston Foundation | |||||||
| 75 Arlington Street 10th FL | Boston | MA | 02116 | N/A | PC | Racial justice policy | $576 |
| The City School | |||||||
| 614 Columbia Road | Dorchester | MA | 02125 | N/A | PC | Important racial justice issues and poli | $100,000 |
| The Lenny Zakim Fund | |||||||
| 33 Arch Street 26th Floor | Boston | MA | 02110 | N/A | PC | Important racial justice issues | $50,000 |
| The Partnership Inc | |||||||
| 155 Seaport Boulevard 13thFloor | Boston | MA | 02210 | N/A | PC | General support | $10,000 |
| The Praxis Project | |||||||
| 1001 Connecticut Ave NW 201 | Washington | DC | 20036 | N/A | PC | Rapid response | $15,500 |
| Third Sector New England Inc | |||||||
| 89 South Street 700 | Boston | MA | 02111 | N/A | PC | Community identified and racial justice | $260,000 |
| Urban Revival Inc | |||||||
| PO Box 300107 | Jamaica Plain | MA | 02130 | N/A | PC | Important racial justice issues | $105,000 |
| UTEC Inc | |||||||
| 15 Warren Street No 3 | Lowell | MA | 01852 | N/A | PC | Racial justice policy | $1,000 |
| Vietnamese American Initiative for | |||||||
| 42 Charles Street E | Dorchester | MA | 02122 | N/A | PC | Community identified issues | $25,000 |
| Youth Policy Institute of Iowa | |||||||
| 6200 Aurora Avenue 206E | Des Moines | IA | 50322 | N/A | PC | General support | $5,000 |
| YouthBuild USA Inc | |||||||
| 58 Day Street | Somerville | MA | 02144 | N/A | PC | Important racial justice issues | $151,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,374,466 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Asian American Resource Workshop In | |||||||
| 42 Charles Street D | Dorchester | MA | 02122 | N/A | PC | Community identified issues | $40,000 |
| Brazilian Worker Center Inc | |||||||
| 14 Harvard Avenue 2nd Floor | Allston | MA | 02134 | N/A | PC | Important racial justice issues | $50,000 |
| Center for Labor Education Research | |||||||
| 375 Centre Street | Jamaica Plain | MA | 02130 | N/A | PC | Important racial justice issues | $50,000 |
| Centro Presente Inc | |||||||
| 12 Bennington Street 202 | Boston | MA | 02128 | N/A | PC | Community identified issues | $45,000 |
| Chinese Progressive Association | |||||||
| 28 Ash Street | Boston | MA | 02111 | N/A | PC | Important racial justice issues | $75,000 |
| CommonWealth Kitchen | |||||||
| 196 Quincy Street | Dorchester | MA | 02121 | N/A | PC | Important racial justice issues | $50,000 |
| Data for Black Lives Inc | |||||||
| 193 Brookline St Apt 1R | Cambridge | MA | 02139 | N/A | PC | Racial justice policy | $25,000 |
| GreenRoots Inc | |||||||
| 227 Marginal St 1 | Chelsea | MA | 02150 | N/A | PC | Community identified issues | $55,000 |
| Hyde Square Task Force Inc | |||||||
| 30 Sunnyside Street | 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 |
| Lawyers for Civil Rights | |||||||
| 61 Batterymarch St 5th Floor | Boston | MA | 02110 | N/A | PC | Important racial justice issues | $50,000 |
| MA Coalition for Occu Safety Health | |||||||
| 1532B Dorchester Ave | Boston | MA | 02122 | N/A | PC | Important racial justice issues | $65,000 |
| MA Immigrant Refugee Adv Coalition | |||||||
| 105 Chauncy Street 901 | Boston | MA | 02111 | N/A | PC | Important racial justice issues | $75,000 |
| Massachusetts Senior Action Council | |||||||
| 108 Myrtle Street 112 | Quincy | MA | 02171 | N/A | PC | Community identified issues | $60,000 |
| Muslim American Society of Boston | |||||||
| 100 Malcolm X Boulevard | Roxbury | MA | 02119 | N/A | PC | Community identified issues | $35,000 |
| Restaurant Opportunities Centers Un | |||||||
| 275 Seventh Avenue 1703 | New York | NY | 10001 | N/A | PC | Important racial justice issues | $40,000 |
| Right to the City Alliance | |||||||
| 388 Atlantic Avenue 2nd Fl | Brooklyn | NY | 11217 | N/A | PC | Important racial justice issues | $50,000 |
| The Boston Foundation | |||||||
| 75 Arlington Street 10th FL | Boston | MA | 02116 | N/A | PC | Community identified and racial justice | $360,000 |
| The City School | |||||||
| 614 Columbia Road | Dorchester | MA | 02125 | N/A | PC | Important racial justice issues | $145,000 |
| The Lenny Zakim Fund | |||||||
| 33 Arch Street 26th Floor | Boston | MA | 02110 | N/A | PC | Important racial justice issues | $50,000 |
| Third Sector New England Inc | |||||||
| 89 South Street 700 | Boston | MA | 02111 | N/A | PC | Important racial justice issues | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,450,000 | 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 | $41,665 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,511 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $993,377 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $35,876 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,046,192 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| IRC 965(a) income | 1 | $9,904 | ||
| Partnership income | 14 | $1,862,794 | 525990 | $87,939 |
| Tax refunds | 1 | $1,173 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $123,815 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,919,951 | ExclusionAmt |
| Related Or Exempt Function Incm | $41,665 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,085,431 | 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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Audit of financial statements | $3,015 | $2,111 | $0 | $904 |
| Bookkeeping for investments | $22,214 | $18,882 | $0 | $3,298 |
| Tax compliance | $32,250 | $21,075 | $0 | $5,400 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 233,031 DoubleLine Total Return Bd Fd I | $2,428,186 | $2,428,186 |
| 819,006 Vanguard Inter-Term Inv-Gr Adm | $7,690,465 | $7,690,465 |
| 842,282 Vanguard Inter-Term Treasury Adm | $9,197,722 | $9,197,722 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 280 3M Co | $53,351 | $53,351 |
| 250 Advance Auto Parts Inc | $39,365 | $39,365 |
| 595 Albemarle Corp | $45,857 | $45,857 |
| 140 Alphabet Inc Cl C | $144,985 | $144,985 |
| 385 American Water Works Co Inc | $34,946 | $34,946 |
| 590 Analog Devices Inc | $50,640 | $50,640 |
| 240 Aon PLC | $34,886 | $34,886 |
| 1,000 Apple Inc | $157,740 | $157,740 |
| 980 Applied Materials Inc | $32,085 | $32,085 |
| 375 AptarGroup Inc | $35,276 | $35,276 |
| 40,582 Ariel Fund Instl Cl | $2,244,584 | $2,244,584 |
| 1,115 Avangrid Inc | $55,850 | $55,850 |
| 445 Baxter International Inc | $29,290 | $29,290 |
| 155 Biogen Inc | $46,643 | $46,643 |
| 29 Booking Holdings Inc | $49,950 | $49,950 |
| 355 Bristol-Myers Squibb Co | $18,453 | $18,453 |
| 106,157 Brown Cap Mgmt Intl Small Co Fd | $1,513,800 | $1,513,800 |
| 220 Carlisle Companies Inc | $22,114 | $22,114 |
| 289,328 Causeway Emerging Markets Inst | $3,298,345 | $3,298,345 |
| 615 Cimarex Energy Co | $37,915 | $37,915 |
| 685 Citigroup Inc | $35,661 | $35,661 |
| 1,235 Citizens Financial Group | $36,717 | $36,717 |
| 150 CME Group Inc | $28,218 | $28,218 |
| 345 Cognizant Tech Solutions Cl A | $21,901 | $21,901 |
| 475 Colgate-Palmolive Co | $28,272 | $28,272 |
| 245 Costco Wholesale Corp | $49,909 | $49,909 |
| 236,744 CRA Qualified Investment Fd Inst | $2,438,466 | $2,438,466 |
| 360 Crown Castle Intl Corp | $39,107 | $39,107 |
| 375 Cummins Inc | $50,115 | $50,115 |
| 460 Danaher Corp | $47,435 | $47,435 |
| 300 Ecolab Inc | $44,205 | $44,205 |
| 465 Emerson Electric Co | $27,784 | $27,784 |
| 500 EOG Resources Inc | $43,605 | $43,605 |
| 1,845 Equinor ASA | $39,059 | $39,059 |
| 265 Estee Lauder Cos Inc Cl A | $34,477 | $34,477 |
| 1,365 Fifth Third Bancorp | $32,118 | $32,118 |
| 170 Ford Motor Co | $1,301 | $1,301 |
| 332,218 Frontier MFG Global Equity Fd | $5,531,427 | $5,531,427 |
| 1,885 Hannon Armstrong SIC | $35,909 | $35,909 |
| 775 HD Supply Holdings Inc | $29,078 | $29,078 |
| 370 Home Depot Inc | $63,573 | $63,573 |
| 110 Intuit Inc | $21,653 | $21,653 |
| 540 Johnson & Johnson | $69,687 | $69,687 |
| 970 JPMorgan Chase & Co | $94,691 | $94,691 |
| 450 Kansas City Southern | $42,952 | $42,952 |
| 1,050 Merck Co Inc | $80,230 | $80,230 |
| 1,635 Microsoft Corp | $166,067 | $166,067 |
| 270 Mohawk Industries Inc | $31,579 | $31,579 |
| 1,105 Mondelez International | $44,233 | $44,233 |
| 1,110 Morgan Stanley | $44,012 | $44,012 |
| 620 Northern Tr Corp | $51,826 | $51,826 |
| 795 Novo Nordisk A/S ADR | $36,626 | $36,626 |
| 710 Oracle Corporation | $32,057 | $32,057 |
| 270 PepsiCo Inc | $29,830 | $29,830 |
| 355 PNC Financial Services Group Inc | $41,503 | $41,503 |
| 340 PPG Industries Inc | $34,758 | $34,758 |
| 465 PVH Corp | $43,222 | $43,222 |
| 115 Regeneron Pharmaceuticals Inc | $42,953 | $42,953 |
| 395 Royal Caribbean Cruises Ltd | $38,627 | $38,627 |
| 855 Southwest Airlines Co | $39,740 | $39,740 |
| 530 The Walt Disney Co | $58,115 | $58,115 |
| 190 UnitedHealth Group Inc | $47,333 | $47,333 |
| 1,400 Vanguard Balanced Index Fund Adm | $46,195 | $46,195 |
| 36,890 Vanguard Inst Index Fund Inst | $8,394,323 | $8,394,323 |
| 1,606 Verizon Communications Inc | $90,289 | $90,289 |
| 765 Visa Inc Cl A | $100,934 | $100,934 |
| 165 Waters Corp | $31,127 | $31,127 |
| 1,780 Weyerhaeuser Co | $38,911 | $38,911 |
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 | $987,411 | $987,411 |
| AACP Tax Exempt Investors II LP | FMV | $1,165,190 | $1,165,190 |
| AACP Tax-Exempt Investors III LP | FMV | $732,907 | $732,907 |
| AACP Tax-Exempt Investors V LP | FMV | $61,777 | $61,777 |
| Asia Alternatives Delaware III LP | FMV | $21,770 | $21,770 |
| Axiom International Equity Fund | FMV | $4,376,625 | $4,376,625 |
| Brightwood Capital Fund IV-U LP | FMV | $609,022 | $609,022 |
| CA Resources Fund LP - Series Bain X | FMV | $279,435 | $279,435 |
| CF Capital Int PE Partners VI LP | FMV | $318,638 | $318,638 |
| CF Capital Natural Res Partners IX LP | FMV | $873,153 | $873,153 |
| CF Capital Natural Res Partners VII LP | FMV | $189,418 | $189,418 |
| CF Capital Private Equity Partners IV LP | FMV | $60,994 | $60,994 |
| CF Capital Private Equity Partners V LP | FMV | $93,470 | $93,470 |
| CF Capital Venture Partners V LP | FMV | $50,934 | $50,934 |
| CF Capital Venture Partners VI LP | FMV | $122,502 | $122,502 |
| CF Capital Venture Partners VII LP | FMV | $212,514 | $212,514 |
| CF Capital Venture Partners VIII LP | FMV | $661,038 | $661,038 |
| Covalent Capital Partners (Offshore) LP | FMV | $212,066 | $212,066 |
| Doddington Global Fund LLC | FMV | $4,766,716 | $4,766,716 |
| Dover Street IX Cayman Fund LP | FMV | $567,747 | $567,747 |
| Dover Street VIII Cayman Fund LP | FMV | $206,337 | $206,337 |
| Fir Tree International Val Fd (USTE) LP | FMV | $1,239,332 | $1,239,332 |
| Genesis Emerging Markets Limited Ptrs | FMV | $5,346,082 | $5,346,082 |
| Grain Communications Opp Fund II LP | FMV | $46,013 | $46,013 |
| Gruss DV Fund Ltd Cl O | FMV | $37,700 | $37,700 |
| HBK Multi-Strategy Offshore Fund Ltd | FMV | $3,167,024 | $3,167,024 |
| HHR Atlas Ltd | FMV | $1,645,737 | $1,645,737 |
| Iridian Private Business Val Eqty Fd LP | FMV | $5,441,843 | $5,441,843 |
| Japan Chickadee Fund Ltd | FMV | $1,532,967 | $1,532,967 |
| Kabouter International Opp Fund II LLC | FMV | $3,930,348 | $3,930,348 |
| Knighthead Offshore Fund Ltd | FMV | $2,731,221 | $2,731,221 |
| LCP VII (OFFSHORE) LP | FMV | $447,089 | $447,089 |
| Legacy Venture V (QP) LLC | FMV | $1,941,057 | $1,941,057 |
| Legacy Venture VI (QP) LLC | FMV | $1,683,708 | $1,683,708 |
| Metropolitan RE Partners Global II LP | FMV | $99,020 | $99,020 |
| Metropolitan RE Partners Global IV LP | FMV | $192,303 | $192,303 |
| Metropolitan RE Partners Int II LP | FMV | $79,323 | $79,323 |
| Metropolitan Real Estate Ptrs IV-A LP | FMV | $530,893 | $530,893 |
| Pennant Windward Fund Ltd | FMV | $306,967 | $306,967 |
| PSC Luxembourg Holdings LLC | FMV | $4,554 | $4,554 |
| PSC Natural Resource Fund II AIV LP | FMV | $17,634 | $17,634 |
| PSC Natural Resource Fund II LP | FMV | $97,900 | $97,900 |
| PSC Natural Resource Fund III AIV LP | FMV | $10,174 | $10,174 |
| PSC Natural Resource Fund III LP | FMV | $579,571 | $579,571 |
| PSC Natural Resource Fund IV LP | FMV | $291,400 | $291,400 |
| PSC Natural Resource Fund V LP | FMV | $722,613 | $722,613 |
| PSC Private Equity Fund IX LP | FMV | $594,200 | $594,200 |
| PSC Private Equity Fund V LP | FMV | $102,186 | $102,186 |
| PSC Private Equity Fund VI LP | FMV | $227,421 | $227,421 |
| PSC Private Equity Fund VII LP | FMV | $267,671 | $267,671 |
| PSC Private Equity Fund VIII LP | FMV | $507,018 | $507,018 |
| PSC Private Equity Fund X LP | FMV | $1,277,976 | $1,277,976 |
| Scopia PX International Limited | FMV | $1,631,127 | $1,631,127 |
| Siguler Guff Distressed Opp Fund II LP | FMV | $19,801 | $19,801 |
| Siguler Guff Distressed Opp Fund III LP | FMV | $177,637 | $177,637 |
| Siguler Guff Distressed Opp Fund IV LP | FMV | $432,621 | $432,621 |
| SJF Ventures IV LP | FMV | $276,031 | $276,031 |
| Somerset Emerging Mkts Small Cap Fd LLC | FMV | $2,559,968 | $2,559,968 |
| TA X LP | FMV | $18,365 | $18,365 |
| The Sanderson International Value Fund | FMV | $6,753,410 | $6,753,410 |
| Thomas H Lee (Alternative) Fund VI LP | FMV | $12,446 | $12,446 |
| Thomas H Lee Equity Fund VI LP | FMV | $236,794 | $236,794 |
| TrueBridge-Kauffman Fellows End Fd III | FMV | $1,438,468 | $1,438,468 |
| TrueBridge-Kauffman Fellows End Fd IV | FMV | $804,037 | $804,037 |
| Tucker Anthony Private Equity Fd III LP | FMV | $6,099 | $6,099 |
| Wellington CTF STRATEGIC REAL ASSET | FMV | $2,429,182 | $2,429,182 |
| White Elm Capital Offshore Ltd | FMV | $2,377,533 | $2,377,533 |
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 | $4,892 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,892 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized decline in value of investments | Desc |
| Amt | $15,656,589 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank and credit card fees | $1,043 | $42 | $1,380 |
| Computer maintenance | $26,737 | $222 | $26,515 |
| Equipment | $11,070 | $11,070 | |
| Insurance | $8,548 | $342 | $8,206 |
| Internet | $2,873 | $115 | $2,611 |
| Office expense | $31,396 | $1,256 | $30,076 |
| Partnership expenses | $894,419 | $791,487 | |
| Payroll fees | $2,784 | $2,784 | |
| Postage & delivery fees | $3,054 | $122 | $2,932 |
| Software expense | $45,170 | $13,100 | $32,070 |
| Telephone | $6,424 | $257 | $6,210 |
| Web design & maintenance | $1,801 | $1,801 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Interest from PRI/MRIs | $41,665 | $41,665 |
| IRC 965(a) income | $9,904 | $9,904 |
| Partnership income | $1,950,733 | $1,855,129 |
| Tax refunds | $1,173 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Change in deferred tax liability | Desc |
| Amt | $196,324 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cumulative deferred excise tax | Desc |
| BOY Book Value | $439,306 | BOYBookValueAmt |
| EOY Book Value | $197,989 | 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 | $483,659 | $475,197 | $0 | $0 |
| Philanthropic consulting | $642,730 | $0 | $0 | $547,774 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax | CategoryTxt |
| Amt | $109,049 | Amt |