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ISLAND FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ISLAND FOUNDATION INC (EIN 04-2670567)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-14
IRS object ID
202502879349100420
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-14T10:39:37-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN203985546PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOHNSON O'CONNOR FERON & CARUCCI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 EDGEWATER DRIVE SUITE 210AddressLine1Txt
CityWAKEFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01880ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042670567EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ISLAND FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlISLABusinessNameControlTxt
Phone5087482809PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1589 MILL STREET PO BOX 1605AddressLine1Txt
CityMARIONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02738ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALAN TUPPERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5087482809PhoneNum
Signature2025-10-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH GISOPreparerPersonNm
PTINP00030126PTIN
Phone7819143400PhoneNum
Preparation2025-10-08PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$58,105,623FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$165,335InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$165,335InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,478,148DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,478,148DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,199,559NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,539,656GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,199,559CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,843,042TotalRevAndExpnssAmt
Total Net Invst Incm$2,843,042TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$152,505CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$15,251CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$137,254CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$199,374OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$19,937OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$179,437OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$175,643PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$17,564PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$158,079PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$6,431LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$3,216LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$3,216LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$32,920AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$16,460AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$16,460AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$41,886OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$40,188OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,697OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$512TaxesRevAndExpnssAmt
Taxes Net Invst Incm$50TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$462TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$9,569DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$8,542OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$853OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$7,688OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$18,402TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$18,402TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$48,624OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,701OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35,923OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$694,408TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$126,220TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$558,618TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,154,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,154,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,848,408TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$126,220TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,712,618TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,366ExcessRevenueOverExpensesAmt
Net Investment Income$2,716,822NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,968CashBOYAmt
Cash EOY$53,696CashEOYAmt
Cash EOYFMV$53,696CashEOYFMVAmt
Sav And Temp Cash Invst BOY$330,436SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$326,628SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$326,628SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$16,175PrepaidExpensesBOYAmt
Prepaid Expenses EOY$11,560PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$11,560PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$3,210,755USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,201,173USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,201,173USGovtObligationsEOYFMVAmt
Corporate Stock BOY$16,053,102CorporateStockBOYAmt
Corporate Stock EOY$20,070,464CorporateStockEOYAmt
Corporate Stock EOYFMV$20,070,464CorporateStockEOYFMVAmt
Corporate Bonds BOY$35,610,587CorporateBondsBOYAmt
Corporate Bonds EOY$36,309,216CorporateBondsEOYAmt
Corporate Bonds EOYFMV$36,309,216CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$384,700LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$251,814LandBldgEquipAccumDeprecAmt
Land BOY$120,125LandBOYAmt
Land EOY$132,886LandEOYAmt
Land EOYFMV$132,886LandEOYFMVAmt
Other Assets BOY$2,075OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$55,360,223TotalAssetsBOYAmt
Total Assets EOY$58,105,623TotalAssetsEOYAmt
Total Assets EOYFMV$58,105,623TotalAssetsEOYFMVAmt
Accounts Payable BOY$51,245AccountsPayableBOYAmt
Accounts Payable EOY$52,782AccountsPayableEOYAmt
Grants Payable EOY$50,000GrantsPayableEOYAmt
Other Liabilities BOY$69,625OtherLiabilitiesBOYAmt
Other Liabilities EOY$224,674OtherLiabilitiesEOYAmt
Total Liabilities BOY$120,870TotalLiabilitiesBOYAmt
Total Liabilities EOY$327,456TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$55,239,353NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$57,778,167NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$55,239,353TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$57,778,167TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$55,360,223TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$58,105,623TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$55,239,353TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,366ExcessRevenueOverExpensesAmt
Other Increases$2,677,149OtherIncreasesAmt
Subtotal$57,911,136SubtotalAmt
Other Decreases$132,969OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$57,778,167TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB - 0620$6,769,074$5,519,206$1,249,868$1,249,868
CHARLES SCHWAB - 6556$770,582$820,891-$50,309-$50,309
FieldValueIRS element (for citing)
Capital Gain Net Income$1,199,559CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$37,764InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$37,764SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$37,764TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$27,920EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$27,920TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$617EsPenaltyAmt
Tax Due$10,461TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.ISLANDFDN.ORGWebsiteAddressTxt
Individual With BooksALAN TUPPER TREASURERIndividualWithBooksNm
Phone5087482809PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1589 MILL STREET PO BOX 1605AddressLine1Txt
CityMARIONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02738ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (27 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DENISE PORCHE
589 MILL STREET PO BOX 1605MARIONMA02738ASST CLERK/EXEC DIRECTOR40.00$152,505$37,574$0
HANNAH NESBEDA
589 MILL STREET PO BOX 1605MARIONMA02738PRESIDENT5.00$0$0$0
ALAN TUPPER
589 MILL STREET PO BOX 1605MARIONMA02738TREASURER5.00$0$0$0
KATHERINE CLARK
589 MILL STREET PO BOX 1605MARIONMA02738VICE PRESIDENT5.00$0$0$0
ELEANOR EVANS
589 MILL STREET PO BOX 1605MARIONMA02738CLERK5.00$0$0$0
KIM CLARK
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
STEPHEN CLARK
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
WILLIAM CLARK
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
DAVID CLARK
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
AMANDA KRESSLY
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
MATT KRESSLY
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
CHRISTOPHER MOORE
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
DANIELLE MOORE
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
HANNAH MOORE
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
MICHAEL MOORE
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
OLIVER MOORE
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
SAMUEL MOORE
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
WILLIAM THOMAS MOORE
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
PETER NESBEDA
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
JACKSON MATTHEWS
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
CHRISTOPHER TUPPER
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
HELEN TUPPER
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
DOUGLAS WATSON
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
JO-ANN WATSON
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
CAROLINE KRESSLY
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
WILLIAM WA CLARK III
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0
MARY GRACE BELTRAN
589 MILL STREET PO BOX 1605MARIONMA02738DIRECTOR5.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
ANDREA L BOGOMOLNI
589 MILL STREET PO BOX 1605MARIONMA02378PROGRAM OFFICER40.00$87,781$42,170$0
RAYANA M GRACE
589 MILL STREET PO BOX 1605MARIONMA02378PROGRAM OFFICER40.00$79,440$41,229$0
MICHELE EMERY
589 MILL STREET PO BOX 1605MARIONMA02378FINANCIAL ADMIN ASSI24.00$32,153$19,898$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GRANTMAKING PRIORITIES: THE ISLAND FOUNDATION'S GRANT PRIORITIES FALL WITHIN FOUR MAJOR CATEGORIES: ENVIRONMENT, NEW BEDFORD, ALTERNATIVE EDUCATION, AND WOMEN & GIRLS. THE FOUNDATION PRIMARILY SUPPORTS PROJECTS IN THE COASTAL AREAS OF MAINE, MASSACHUSETTS, AND RHODE ISLAND. FOR THE LAST FOUR DECADES, THE FOUNDATION HAS FOCUSED A SIGNIFICANT PORTION OF ITS FINANCIAL RESOURCES ON SOUTHEASTERN MASSACHUSETTS, WHERE ITS OFFICE IS LOCATED. HERE THE BOARD SEEKS TO UNDERSTAND HOW COMMUNITIES GROW SUSTAINABLY AND EQUITABLY, HOW TO INCREASE EDUCATIONAL OPPORTUNITIES, HOW THE CHALLENGES OF RURAL AND URBAN COMMUNITIES INTERSECT AND HOW THEIR INTERESTS MAY ALIGN AND HOW TO BEST PROTECT WORKING LANDSCAPES AND THE PEOPLE WHO RELY UPON THESE AREAS FOR THEIR LIVELIHOODS. IN FUNDING THESE CAREFULLY CONSIDERED SPECIFIC AREAS IN WHICH MEMBERS HAVE SUBSTANTIAL EXPERIENCE, THE BOARD BELIEVES IT WILL HAVE MAXIMUM IMPACT.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$56,528,529AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$717,641AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$57,246,170TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$57,246,170AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$858,693CashDeemedCharitableAmt
Net Vl Noncharitable Assets$56,387,477NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,819,374MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,819,374MinimumInvestmentReturnAmt
Tax Based On Investment Income$37,764TaxBasedOnInvestmentIncomeAmt
Total Tax$37,764TotalTaxAmt
Distributable Before Adj$2,781,610DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,781,610DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,781,610DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,712,618ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,712,618QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,781,610DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$527,764ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$90,513ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$71,030ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$317,485ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$480,481ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,487,273TotalExcessDistributionCyovAmt
Qualifying Distributions$2,712,618QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,712,618AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$68,992ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$68,992ExcessDistributionCyovAppCYAmt
Total Corpus$1,418,281TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$458,772ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$959,509ExcessDistriCyovToNextYrAmt
Excess From Year4$90,513ExcessFromYear4Amt
Excess From Year3$71,030ExcessFromYear3Amt
Excess From Year2$317,485ExcessFromYear2Amt
Excess From Year1$480,481ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDENISE PORCHERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1589 MILL STREET PO BOX 1605AddressLine1Txt
CityMARIONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02738ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5087482809RecipientPhoneNum
Form And Info And MaterialsAPPLYING IS A TWO-STEP PROCESS - A LETTER OF INQUIRY OR PHONE CALL AND SENDING THE FOUNDATION A FULL PROPOSAL. INCLUDE WITH LETTER OF INQUIRY A DESCRIPTION OF THE PROJECT, OR CALL THE FOUNDATION TO DISCUSS THE PROJECT IDEA. INCLUDE WITH THE PROPOSAL A COVER LETTER THAT SPECIFIES THE AMOUNT OF FUNDING SOUGHT, SUMMARY OF THE PROPOSAL IDEA, PRODUCTS AND TIMEFRAME. THREE TO FIVE PAGES WHICH BRIEFLY DESCRIBE THE HISTORY OF THE ORG., PROJECT GOALS, METHODS FOR REACHING GOALS, NEED FOR THE PROJECT, QUALIFICATIONS OF THE ORG. AND STAFF, AND MEASURES OF SUCCESS. ATTACH A PROJECT BUDGET AND PAST AND CURRENT YEAR BUDGETS FOR THE OVERALL ORG., RECENT FINANCIAL STATEMENT OR AUDIT, LIST OF BOARD OF DIRECTORS AND STAFF, IRS DETERMINATION LETTER INDICATING EXEMPT STATUS, ALSO IF USING A FISCAL AGENT PLEASE INCLUDE A LETTER FROM THIS ORG. AND SUPPLEMENTARY MATERIALS SUCH AS ANNUAL REPORTS, NEWLETTERS, MEDIA COVERAGE AND OR BROCHURES.FormAndInfoAndMaterialsTxt
Submission DeadlinesDUE MARCH 1ST, JUNE 1ST, SEPTEMBER 1ST, DECEMBER 1ST FOR FUNDS TO BE DISTRIBUTED THE FOLLOWING MONTHSubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION DOES NOT SUPPORT REQUESTS FROM INDIVIDUALS, RELIGIOUS ORGANIZATIONS OR FOR PROFIT ORGANIZATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (169 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientUSAddress/AddressLine2Txt
ACADIA CENTER
PO BOX 583ROCKPORTME04856N/APCACCELERATING CLIMATE ACTION IN MASSACHUSETTS$15,000
AFRICAN ALLIANCE OF RHODE ISLAND
PO BOX 27874PROVIDENCERI02907N/APCADDRESSING FOOD SECURITY, ACCESS, NUTRITION & HEALTH IN LOW-FOOD-ACCESS COMMUNITIES$10,000
ALLENTOWN RESCUE MISSION INC
355 HAMILTON STALLENTOWNPA18101N/APCGENERAL SUPPORT$3,000
AMMONOOSUC CONSERVATION TRUST
PO BOX 191FRANCONIANH03580N/APCGENERAL SUPPORT$5,000
ASSOCIATED SCIENTISTS AT WOODS HOLE
PO BOX 721WOODS HOLEMA02543N/APCCOST-SHARE SUPPORT OF PUBLICATION OF RIGHT WHALE NEWS IN CALENDAR 2024$5,000
BANGOR PUBLIC LIBRARY TRUSTEES
145 HARLOW STBANGORME04401N/APCSUSTAINABLE LIBRARIES INITIATIVE CERTIFICATION PROGRAM$1,200
BLOOM FOR WOMEN INC
1425 MOUNTAIN DRIVE NORTHBETHLEHEMPA18015N/APCGENERAL SUPPORT BLOOM FOR WOMEN$10,000
BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM
780 ALBANY STREETBOSTONMA02118N/APCGENERAL SUPPORT$1,380
BOYS & GIRLS CLUB OF GREATER NEW BEDFORD
166 JENNEY STREETNEW BEDFORDMA02740N/APCGENERAL SUPPORT$25,000
CAPE & ISLANDS SELF-RELIANCE
PO BOX 396NORTH FALMOUTHMA02556N/APCKIDWIND OFFSHORE WIND ACADEMY$10,000
CAPE VERDEAN ASSOCIATION IN NEW BEDFORD INC
128 UNION ST STE 100NEW BEDFORDMA02740N/APCCAPE VERDEAN ASSOCIATION IN NEW BEDFORD$12,000
CATHLEEN STONE ISLAND OUTWARD BOUND SCHOOL
NATIONAL PARKBOSTON QUINCYMA02171N/APCHANDS-ON SCIENCE AND CHALLENGE-BASED LEARNING IN BOSTON'S OUTDOOR CLASSROOM$10,000
CATHOLIC CHARITIES DIOCESE OF FALL RIVER
189 WELLINGTON STFALL RIVERMA02720N/APCCATHOLIC CHARITIES IMMIGRATION LAW PROGRAMS - ILEAP & IVRP$20,000
CENTRO COMUNITARIO DE TRABAJADORES
1532 ACUSHNET AVENEW BEDFORDMA02746N/APCGENERAL SUPPORT AND PESCANDO JUSTICIA CAMPAIGN$25,000
CENTRO DE AYUDA Y ESPERANZA LATINA INC
700 KEMPTON ST UNIT 2NEW BEDFORDMA02740N/APCMUJERES VICTORIOSAS$20,000
CIRCUS ARTS CONSERVATORY INC
2075 BAHIA VISTA STREETSARASOTAFL34239N/APCGENERAL SUPPORT$750
COALITION FOR SOCIAL JUSTICE EDUCATION FUND INC
558 PLEASANT ST STE 309NEW BEDFORDMA02740N/APCCSJ EDUCATION FUND 2024 WORKPLAN$5,000
COALITION FOR SOCIAL JUSTICE EDUCATION FUND INC
558 PLEASANT ST STE 309NEW BEDFORDMA02740N/APCCSJ EDUCATION FUND 2024 WORKPLAN$15,000
COMMUNITY BOATING CENTER INC
1641 PADANARAM AVENUENEW BEDFORDMA02740N/APCSALT - SAILING AND LEADERSHIP TRAINING PROGRAM$20,000
COMMUNITY BOATING CENTER INC
1641 PADANARAM AVENUENEW BEDFORDMA02740N/APCGENERAL SUPPORT$1,500
COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SOUTHEASTERN MA
PO BOX 63005NEW BEDFORDMA02746N/APCGENERAL SUPPORT$30,000
COMMUNITY FOUNDATION OF THE VIRGIN ISLANDS INC
N/APCVIPCA MARINE APPRENTICESHIP PROGRAM$20,000PO BOX 380ST THOMASST. THOMASVQ00804
COMPACT OF CAPE COD CONSERVATION TRUSTS INC
PO BOX 443BARNSTABLEMA02630N/APCSOUTHEASTERN MASSACHUSETTS OPEN SPACE LEADERSHIP$20,000
CONANICUT ISLAND SAILING FOUNDATION
7 FELUCCA AVEJAMESTOWNRI02835N/APCGENERAL SUPPORT$3,000
CONSERVATION LAW FOUNDATION
62 SUMMER STREETBOSTONMA02110N/APCBUILD COMMUNITY POWER FOR ENVIRONMENTAL JUSTICE$20,000
CREATURE CONSERVE INC
12 ROSEDALE AVEBARRINGTONRI02806N/APCCREATURE CONSERVE GENERAL OPERATING SUPPORT$10,000
CROSSROADS RHODE ISLAND
160 BROAD STREETPROVIDENCERI02903N/APCGENERAL SUPPORT$850
DENNIS CONSERVATION LAND TRUST
PO BOX 67EAST DENNISMA02641N/APCGUIDING CITIZEN SCIENTISTS TOWARD REAL-WORLD CONSERVATION IMPACT$5,000
DENNISON MEMORIAL COMMUNITY CENTER
755 SOUTH FIRST STREETNEW BEDFORDMA02744N/APCGENERAL SUPPORT$10,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOORNEW YORKNY10006N/APCGENERAL SUPPORT$1,500
DORCAS INTERNATIONAL INSTITUTE OF RHODE ISLAND
645 ELMWOOD AVENUEPROVIDENCERI02907N/APCGENERAL SUPPORT$15,000
DOWNEAST INSTITUTE
PO BOX 83BEALSME04611N/APCLET'S FIND OUT$10,000
DREAM OUT LOUD CENTER INC
127 WEST RODNEY FRENCH BLVDNEW BEDFORDMA02744N/APCTHE CREATIVE CAREERS PROGRAM$15,000
EASTERN MASSACHUSETTS ABORTION FUND
955 MASSACHUSETTS AVENUECAMBRIDGEMA02139N/APCEASTERN MASSACHUSETTS ABORTION FUND - GENERAL SUPPORT$25,000
EASTERN MASSACHUSETTS ABORTION FUND
955 MASSACHUSETTS AVENUECAMBRIDGEMA02139N/APCGENERAL SUPPORT$1,500
EATING WITH THE ECOSYSTEM
PO BOX 295WAKEFIELDRI02880N/APC2024 GENERAL OPERATING SUPPORT REQUEST FOR EATING WITH THE ECOSYTEM$8,000
ECORI NEWS
10 DAVOL ST SUITE 100PROVIDENCERI02903N/APCENVIRONMENTAL AND CLIMATE REPORTING$15,000
ENTREPRENEURSHIP FOR ALL INC
175 CABOT STREET SUITE 310LOWELLMA01854N/APCEFORALL SOUTH COAST: EXPANDING INCLUSIVE ENTREPRENEURSHIP$15,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL36104N/APCGENERAL SUPPORT$900
FAMILY PANTRY-DAMIEN'S PLACE
242 MARION RDWAREHAMMA02571N/APCDIGINITY TO THOSE EXPERIENCING FOOD INSECURITY$15,000
FAMILY PANTRY-DAMIEN'S PLACE
242 MARION RDWAREHAMMA02571N/APCGENERAL SUPPORT$750
FOSTER PARROTS
PO BOX 34HOPE VALLEYRI02832N/APCGENERAL SUPPORT$600
FREED SEED FEDERATION INC
PO BOX 3090WESTPORTMA02790N/APCSUPPORT FOR BIOREGIONAL SEED PRESERVATION AND PLANT BREEDING$10,000
GALLERY X
169 WILLIAM STREETNEW BEDFORDMA02740N/APCGALLERY X GENERAL SUPPORT/STAFF SUPPORT$10,000
GIRLS WHO CODE
PO BOX 23244NEW YORKNY10087N/APCGENERAL SUPPORT$750
GLOBAL GREENGRANTS FUND
2840 WILDERNESS PLACE SUITE ABOULDERCO80301N/APCGENERAL SUPPORT$1,500
GLOBAL IMPACT
1199 NORTH FAIRFAX STREET SUITE 300ALEXANDRIAVA22314N/APCMASSACHUSETTS CIVIC LEARNING COALITION$5,000
GLOBAL IMPACT
1199 NORTH FAIRFAX STREET SUITE 300ALEXANDRIAVA22314N/APCGEAR MARKING DEVELOPMENT FUND FISCAL SPONSORSHIP$6,000
GREENE SCHOOL
94 JOHN POTTER RDWEST GREENWICHRI02817N/APCGENERAL SUPPORT$10,000
GROUNDWORK LAWRENCE
50 ISLAND STREET SUITE 101 ENTRANCELAWRENCEMA01840N/APCGROUNDWORK SOUTHCOAST$20,000B
GULF OF MAINE RESEARCH INSTITUTE
350 COMMERCIAL STREETPORTLANDME04101N/APCSTRENGTHENING CLIMATE RESILIENCE IN MAINE'S COASTAL COMMUNITIES$15,000
HEALTH IMPERATIVES INC
942 WEST CHESTNUT STREETBROCKTONMA02031N/APCNEW BEDFORD SERVICES$20,000
HUMANE SOCIETY & SHELTER SOUTHCOAST
31 VENTURA DRIVEN DARTMOUTHMA02747N/APCGENERAL SUPPORT$750
IMMIGRANTS' ASSISTANCE CENTER INC
58 CRAPO STREETNEW BEDFORDMA02740N/APCGENERAL NEEDS ASSISSTANCE WITH IAC PROGRAMS$20,000
INSTITUTO DE CONSERVACION DE BALLENAS (ICB) ARGENTINA
N/APCIS POOR BODY CONDITION CAUSING THE HIGH SOUTHERN RIGHT WHALE CALF MORTALITY IN PENINSULA$15,000OHIGGINS 4380 CP 1429 CABABUENOS AIRESAR
JONES RIVER WATERSHED ASSOCIATION
55 LANDING ROADKINGSTONMA02364N/APCGENERAL SUPPORT$10,000
LEAGUE OF WOMEN VOTERS OF RHODE ISLAND EDUCATION FUND
1 RICHMOND SQUARE SUITE 220 A-WPROVIDENCERI02906N/APCEDUCATION FUND$850
LEIGH VALLEY HEALTH NETWORK
1250 S CEDAR CREST BLVDALLENTOWNPA18103N/APCCOMPREHENSIVE STROKE UNIT$6,000
MA COALITION TO PREVENT GUN VIOLENCE
138 TREMONT STREETBOSTONMA02111N/APCGENERAL SUPPORT$15,000
MAINE CENTER FOR COASTAL FISHERIES
PO BOX 27STONINGTONME04681N/APCEASTERN MAINE - EM3C - YEAR 3$20,000
MAINE CENTER FOR PUBLIC INTEREST REPORTING
PO BOX 284HALLOWELLME04347N/APCSUPPORT FOR ROBUST, NONPARTISAN ENVIRONMENT AND CLIMATE JOURNALISM FOR MAINE$15,000
MARION LIBRARY ASSOCIATION
8 SPRING STREETMARIONMA02738N/APCGENERAL SUPPORT$750
MASSACHUSETTS AUDUBON SOCIETY
208 SOUTH GREAT ROADLINCOLNMA01773N/APCCOASTAL WATERBIRD CONSERVATION IN URBAN AND SUBURBAN COMMUNITIES$20,000
MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
111 WEST 33RDNEW YORKNY10120N/APCYOUR MISSION IS OUR MISSION: ADVANCING PARKINSON'S INTO A NEW ERA$15,000
MORRIS ANIMAL FOUNDATION
720 S COLORADO BLVDDENVERCO80246N/APCFOR GOLDEN RETRIEVER CANCER RESEARCH$850
MY BROTHER'S WORKSHOP
N/APCGENERAL SUPPORT$1,500PO BOX 503205ST THOMASST. THOMASVQ00804
NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE
95 CEDAR STREETNEW BEDFORDMA02740N/APCNEW BEDFORD BRANCH OF THE NAACP$13,000
NATIONAL AUDUBON SOCIETY
225 VARICK STREET 7TH FLOORNEW YORKNY10014N/APCDEEPENING SEABIRD INSTITUTE ENGAGEMENT AMONG INDIGENOUS, MAINE-BASED, AND DIVERS$10,000
NATIVE LAND CONSERVANCY
PO BOX 974MASHPEEMA02649N/APCSTEWARDS OF THE LAND: A TRIBAL YOUTH EXPERIENCE$20,000
NATIVITY PREPARATORY SCHOOL NEW BEDFORD
66 SPRING STREETNEW BEDFORDMA02740N/APCGENERAL SUPPORT$20,000
NATURAL RESOURCES COUNCIL OF MAINE
3 WADE STREETAUGUSTAME04330N/APCPROTECTING THE NATURE OF MAINE$15,000
NEW BEDFORD HISTORICAL SOCIETY
21 SEVENTH STREETNEW BEDFORDMA02740N/APCNEW BEDFORD HISTORICAL SOCIETY$15,000
NEW BEDFORD LIGHT
127 WEST RODNEY FRENCH BLVDNEW BEDFORDMA02744N/APCGENERAL SUPPORT$25,000
NEW BEDFORD MUSEUM & ART CENTER INC DBA NEW BEDFORD ART MUSEUMARTWORKS
608 PLEASANT STREETNEW BEDFORDMA02740N/APCGENERAL SUPPORT$15,000
NEW BEDFORD STAR KIDS SCHOLARSHIP PROGRAM
POBOX 50494NEW BEDFORDMA02745N/APCED OPPS FOR ECONOMICALLY AT-RISK YOUTH$20,000
NEW BEDFORD SYMPHONY ORCHESTRA
128 UNION STREET SUITE 204NEW BEDFORDMA02740N/APCEMBEDDING MUSIC IN NEW BEDFORD SCHOOLS$10,000
NEW BEDFORD WHALING MUSEUM
18 JOHNNY CAKE HILLNEW BEDFORDMA02740N/APCNEW BEDFORD WHALING MUSEUM HIGH SCHOOL APPRENTICESHIP PROGRAM$10,000
NEW BEDFORD WHALING MUSEUM
18 JOHNNY CAKE HILLNEW BEDFORDMA02740N/APC11 WILLIAM STREET EXPANSION$100,000
NEW ENGLAND AQUARIUM
NEW ENGLAND AQUARIUMBOSTONMA02110N/APCNORTH ATLANTIC RIGHT WHALE CONSORTIUM AND ROPELESS CONSORTIUM$20,000
NEW ENGLAND AQUARIUM
NEW ENGLAND AQUARIUMBOSTONMA02110N/APCNORTH ATLANTIC RIGHT WHALE RESEARCH IN U.S. AND CANADIAN WATERS$40,000
NEW ENGLAND GRASSROOTS ENVIRONMENT FUND
PO BOX 611NEWMARKETNH03857N/APCGENERAL SUPPORT FOR COMMUNITY-LED ENVIRONMENTAL JUSTICE WORK IN NEW ENGLAND$20,000
NEW HAVEN FIRE DEPARTMENT
952 GRAND AVENEW HAVENCT06511N/APCGENERAL SUPPORT$3,000
NEW LEARNING JOURNEY
700 BRAGG HILL ROADFAYSTONVT05673N/APCCRF 2024: WATER KEEPERS$20,000
NEW URBAN ARTS
705 WESTMINSTER STREETPROVIDENCERI02903N/APCRI URBAN YOUTH GROW KELP- RESEARCH MARSH RESTORATION$15,000
NORTH & SOUTH RIVER WATERSHED ASSOCIATION
PO BOX 43NORWELLMA02061N/APCSE MA WATER RESILIENCE WORKING GROUP$5,000
NORTH AMERICAN MARINE ALLIANCE
222 MAIN STREETGLOUCESTERMA01930N/APCGENERAL SUPPORT$25,000
NORTHSTAR LEARNING CENTERS
53 LINDEN STREETNEW BEDFORDMA02740N/APCGREATER NEW BEDFORD YOUTH ALLIANCE$3,000
NORTHSTAR LEARNING CENTERS
53 LINDEN STREETNEW BEDFORDMA02740N/APCNORTHSTAR LEARNING CENTERS DIVERSION AND ASSISTANCE PROGRAM$30,000
ONE TREE PLANTED INC
145 PINE HAVEN SHORES ROAD 1000DSHELBURNEVT05482N/APCFOR TREE PLANTING$3,000
ONEGOAL
PO BOX 734137CHICAGOIL60673N/APCTRANSFORMING POSTSECONDARY ADVISING$10,000
OUR SISTERS' SCHOOL INC
145 BROWNELL AVENUENEW BEDFORDMA02740N/APCGENERAL SUPPORT$20,000
PALESTINE CHILDREN'S RELIEF
2600 W OLIVE AVE STE 543BURBANKCA915054549N/APCGENERAL SUPPORT$3,000
PARTNERS IN HEALTH
PO BOX 996FREDERICKMD21705N/APCNEW BEDFORD TECHNICAL ASSISTANCE$10,000
PARTNERS IN HEALTH
PO BOX 996FREDERICKMD21705N/APCGENERAL SUPPORT$1,380
PAUL CUFFEE SCHOOL
459 PROMENADE STREETPROVIDENCERI02908N/APCFARM + FOREST IMMERSION PROGRAM AT PAT'S PASTURED$10,000
PEOPLE ACTING IN COMMUNITY ENDEAVORS (PACE) INC
166 WILLIAM STREETNEW BEDFORDMA02740N/APCNEW BEDFORD CLEMENTE COURSE IN THE HUMANITIES$10,000
PEOPLE ACTING IN COMMUNITY ENDEAVORS (PACE) INC
166 WILLIAM STREETNEW BEDFORDMA02740N/APCPACE YOUTHBUILD NEW BEDFORD$25,000
PEOPLE ACTING IN COMMUNITY ENDEAVORS (PACE) INC
166 WILLIAM STREETNEW BEDFORDMA02740N/APCPACE LIFELINE$20,000
PEOPLES PORT AUTHORITY
216 OHIO AVEPROVIDENCERI02905N/APCPORT MASTER PLAN$7,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038N/APCIMPROVING REPRODUCTIVE HEALT AND RIGHTS IN THE GLOBAL SOUTH$15,000
PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND
345 WHITNEY AVENUENEW HAVENCT06511N/APCGENERAL SUPPORT$850
POCASSET POKENOKET LANDTRUST INDIGENOUS PEOPLES NETWORK
44 BEDSON RDCRANSTONRI02910N/APCINDIGENOUS ROOTS LAND STEWARDSHIP$25,000
PREBLE STREET
55 PORTLAND STREETPORTLANDME04101N/APCGENERAL SUPPORT$750
PROJECT SOUTH THE INSTITUTE FOR THE ELIMINATION POVERTY & GENOCIDE
9 GAMMON AVENUE SEATLANTAGA30315N/APCSISTA FIRE$20,000
QUEBEC-LABRADOR FOUNDATION INC
4 SOUTH MAIN STREETIPSWICHMA01938N/APCGENERAL SUPPORT: BIODIVERSITY CONSERVATION$15,000
REACH OUT AND READ INC
89 SOUTH STREET STE 201BOSTONMA02111N/APCMAINE SUPPORT$3,000
RED TOMATO
10 SIMS AVENUE SUITE 102PROVIDENCERI02909N/APCRESTRUCTING: FOOD MOVEMENT & KNOWLEDGE SHARING$20,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA
ONE SHIELDS AVENUEDAVISCA95616N/APCLONG-TERM INVESTIGATION OF SOUTHERN RIGHT WHALE UNUSUAL MORTALITY AT PENNSULA VALDS, ARGENTINA$18,000
RESTORE AMERICAS ESTUARIES
2300 CLARENDON BLVDARLINGTONVA22201N/APCPROMOTING DIVERSITY, EQUITY, AND INCLUSION AT 2024 NATIONAL COASTAL & ESTUARINE SUMMIT$5,000
RHODE ISLAND COMMUNITY FOOD BANK
200 NIANTIC AVENUEPROVIDENCERI02907N/APCGENERAL SUPPORT$850
RHODE ISLAND FOOD POLICY COUNCIL
10 DAVOL SQPROVIDENCERI02903N/APCHARNESSING THE POWER OF THE NETWORK FOR FOOD SYSTEMS CHANGE$11,000
RI SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
155 PLAN WAYWARWICKRI02886N/APCGENERAL SUPPORT$600
ROSATI LEADERSHIP ACADEMY
PO BOX 7150LEWISTONME04243N/APCGENERAL SUPPORT$3,000
ROUND THE BEND FARM INC
92 ALLENS NCK RDSOUTH DARTMOUTHME02748N/APCISLAND FOUNDATION CONVENING: GRATITUDE & STORY TELLING$9,800
RUFF RESIDENTS UNITED FOR FURRY FRIENDS
PO BOX 568WARRENRI02885N/APCGENERAL SUPPORT$600
SAFE VOICES
PO BOX 713AUBURNME04212N/APCGENERAL SUPPORT$20,000
SAVE THE BAY INC
100 SAVE THE BAY DRIVEPROVIDENCERI02905N/APCSTRATEGIC PRIORITIES TO PROTECT NARRAGANSETT BAY - FY 25$20,000
SAVE THE BAY INC
100 SAVE THE BAY DRIVEPROVIDENCERI02905N/APCGENERAL SUPPORT$1,500
SCHOOL ON WHEELS OF MASSACHUSETTS
100 LAUREL ST SUITE 121EAST BRIDGEWATERMA02333N/APCGENERAL OPERATING$15,000
SCHOONER EMESTINA-MORRISSEY ASSOCIATION INC
MASSACHUSETTS 18NEW BEDFORDMA02740N/APCSAILS OVER SEAS & ICE, THE LIFE & TIMES OF SEM$17,000
SCHOONER EMESTINA-MORRISSEY ASSOCIATION INC
MASSACHUSETTS 18NEW BEDFORDMA02740N/APCSAILS OVER SEAS & ICE, THE LIFE & TIMES OF SEM$3,000
SHEILA C SKIP NOWELL LEADERSHIP ACADEMY
150 WASHINGTON STPROVIDENCERI02903N/APCAUDACITY PROGRAM: COLLEGE AND CAREER READINESS PLANNING AT NOWELL ACADEMY$10,000
SIPPICAN HISTORICAL SOCIETY
PO BOX 541MARIONMA02738N/APCGENERAL SUPPORT$750
SOLAR VILLAGE PROJECT INC
4406 OLANDO LANEBOWIEMD20715N/APCGENERAL SUPPORT$750
SOMALI BANTU COMMUNITY LEWISTON OF MAINE
222 PINE STLEWISTONME04240N/APCWOMEN'S COMMUNITY ADVOCATE POSITION$13,000
SOUTH COAST LGBTQ NETWORK INC
PO BOX 8473NEW BEDFORDMA02740N/APCGENERAL SUPPORT$15,000
SOUTH COASTAL COUNTIES LEGAL SERVICES INC
99 S MAIN STFALL RIVERMA02722N/APCEDUCATION ADVOCACY PROJECT$20,000
SOUTHCOAST COMMUNITY FOUNDATION
128 UNION STREET SUITE 403NEW BEDFORDMA02740N/APCOLD BEDFORD VILLAGE- GENERAL SUPPORT$10,000
SOUTHCOAST COMMUNITY FOUNDATION
128 UNION STREET SUITE 403NEW BEDFORDMA02740N/APCBUILDING EVALUATION CAPACITY AND DATA UTILIZATION$25,000
SOUTHCOAST COMMUNITY FOUNDATION
128 UNION STREET SUITE 403NEW BEDFORDMA02740N/APCAHA! NEW BEDFORD$15,000
SOUTHEASTERN MASSACHUSETTS AGRICULTURAL PARTNERSHIP (SEMAP)
PO BOX 80625DARTMOUTHMA02748N/APCINCREASING FARMLAND ACCESS AND PRESERVATION IN SOUTHEASTERN MASSACHUSETTS$20,000
SOUTHSIDE COMMUNITY LAND TRUST
404 BROAD STPROVIDENCERI02907N/APCINCREASING FOOD ACCESS IN RHODE ISLAND THROUGH FARMER SUPPORT$20,000
STRATEGIES FOR YOUTH
PO BOX 390174CAMBRIDGEMA02139N/APCPRIORTIZING YOUTH IN ONGOING MASSACHUSETTS POLICE REFORM FOCUS ON NEW BEDFORD$10,000
STRIVETOGETHER INC
125 EAST 9TH ST 2ND FLCINCINNATIOH45202N/APCGENERAL SUPPORT$850
STRONG TOWNS
1001 KINGWOOD STREETBRAINERDMN56401N/APCGENERAL SUPPORT$750
SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS FUNDERS
133 EAST DE LA GUERRA 306SANTA BARBARACA93101N/APCGENERAL SUPPORT - STRATEGIC PLANNING$7,000
THE BRIGID ALLIANCE
PO BOX 58NEW YORKNY10024N/APCBRIGID ALLIANCE GENERAL SUPPORT$10,000
THE CENTER FOR GRIEVING CHILDREN
555 FOREST AVEPORTLANDME04101N/APCGENERAL SUPPORT$750
THE ECOLOGY SCHOOL
184 SIMPSON ROADSACOME04072N/APCAGROECOLOGY FOR RESILIENT COMMUNITIES PROJECT$10,000
THE GREATER BOSTON FOOD BANK
70 SOUTH BAY AVENUEBOSTONMA02118N/APCGENERAL SUPPORT$240
THE LANDING SCHOOL OF BOATBUILDING AND DESIGN
286 RIVER ROADARUNDELME04046N/APCBERMUDA SCHOLARSHIP$40,000
THE LANDING SCHOOL OF BOATBUILDING AND DESIGN
286 RIVER ROADARUNDELME04046N/APCGENERAL SUPPORT$3,000
THE PROVIDENCE ANIMAL RESCUE LEAGUE
34 ELBOW STREETPROVIDENCERI02903N/APCGENERAL SUPPORT$600
THE ROBERT POTTER LEAGUE FOR ANIMALS
87 OLIPHANT LANEMIDDLETOWNRI02842N/APCGENERAL SUPPORT$600
THIRD SECTOR NEW ENGLAND
89 SOUTH STREET 7TH FLOORBOSTONMA02111N/APCGENERAL SUPPORT - CARROT PROJECT$20,000
THIRD SECTOR NEW ENGLAND
89 SOUTH STREET 7TH FLOORBOSTONMA02111N/APCGENERAL SUPPORT - MA FOOD SYSTEM COLLABORATIVE$10,000
TOMAQUAG MUSEUM
390 A SUMMIT RDEXETERRI02822N/APCEMPOWERING TOMAQUAG MUSEUM$10,000
TOWN OF MARLBOROUGH
140 MAIN STMARLBOROUGHMA01752N/APCBELL TOWER PROJECT$3,000
TRI-COUNTY MUSIC ASSOCIATION
PO BOX 414ROCHESTERMA02770N/APCGENERAL SUPPORT$750
TRI-COUNTY MUSIC ASSOCIATION
PO BOX 414ROCHESTERMA02770N/APCGENERAL SUPPORT$3,000
TUFTS MEDICAL CENTER TRUST
800 WASHINGTON STREET BOX 231BOSTONMA02111N/APCINKER FAMILY FUND - 2024$15,000
UNITED INTERFAITH ACTION OF SOUTHEASTERN MASSACHUSETTS
228 NORTH MAIN STREETFALL RIVERMA02720N/APCGENERAL SUPPORT$20,000
UNITED WAY OF GREATER NEW BEDFORD
DEMELLO INTERNATIONAL CENTERNEW BEDFORDMA02740N/APCHUNGER COMMISSION$10,000
UNITED WAY OF GREATER NEW BEDFORD
DEMELLO INTERNATIONAL CENTERNEW BEDFORDMA02740N/APCCHANGEMAKER GRANTS$10,000
UNIVERSITY OF MASSACHUSETTS DARTMOUTH
285 OLD WESTPORT ROADDARTMOUTHMA02747N/APCUPWARD BOUND COLLEGE TOURS AND STUDENT LEADERSHIP$10,000
UPSTREAM
PO BOX 1352DAMARISCOTTAME04543N/APCACCELERATE THE NEW REUSE ECONOMY$20,000
WAYPOINT ADVENTURE
453 CONCORD AVENUELEXINGTONMA02421N/APCWAYPOINT ADVENTURE'S OPEN ENROLLMENT PROGRAMMING$10,000
WHALE AND DOLPHIN CONSERVATION INC
7 NELSON STREETPLYMOUTHMA02360N/APCSUPPORT FOR MAINE MAMMAL CONSERVATION PAID INTERNSHIP AND FELLOWSHIP PROGRAM$13,000
WILSON MUSEUM
PO BOX 196CASTINEME04421N/APCTHE CALVIN PROJECT$5,000
WOODWELL CLIMATE RESEARCH CENTER
149 WOODS HOLE ROADFALMOUTHMA02540N/APCCLIMATE SCIENCE TO SUPPORT RESILIENT COMMUNITIES IN NEW BEDFORD 2024$10,000
WOPANAAK LANGUAGE AND CULTURAL WEETYOO INC
11 MARKET ST UNIT 2241MASHPEEMA02649N/APCGENERAL SUPPORT: INCREASING WOPANAAK LANGUAGE FLUENCY & COMMUNITY CONNECTIONS$15,000
YALE UNIVERSITY
YALE UNIVERSITY OFFICE OF SPONSOREDNEW HAVENCT06520N/APCENVIRONMENTAL FELLLOWS PROGRAM DEVELOPMENT AND SUPPORT$21,000PROJECTS
YMCA SOUTHCOAST INC
128 UNION STREET SUITE 304NEW BEDFORDMA02740N/APCYMCA SOUTHCOAST HUNGER PREVENTION PROGRAMS$20,000
YMCA SOUTHCOAST INC
128 UNION STREET SUITE 304NEW BEDFORDMA02740N/APCNEW BEDFORD YMCA CAPITAL RENOVATION PROJECT$50,000
YMCA SOUTHCOAST INC
128 UNION STREET SUITE 304NEW BEDFORDMA02740N/APCSHARE THE HARVEST$750
YOUTH OPPORTUNITIES UNLIMITED INC
224 BROCK AVENUENEW BEDFORDMA02744N/APCGENERAL SUPPORT$25,000
YWCA OF SOUTHEASTERN MASSACHUSETTS
20 SOUTH SIXTH STREETNEW BEDFORDMA02740N/APCYWCA RACIAL JUSTICE OUTREACH AND EDUCATION PROGRAM$15,000
YWCA OF SOUTHEASTERN MASSACHUSETTS
20 SOUTH SIXTH STREETNEW BEDFORDMA02740N/APCSACRED BIRTHING VILLAGE SOUTHCOAST$15,000
YWCA OF SOUTHEASTERN MASSACHUSETTS
20 SOUTH SIXTH STREETNEW BEDFORDMA02740N/APCWOMEN HEALTH & ADVOCACY PROJECT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,079,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$165,335ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,478,148ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,199,559ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,843,042ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,843,042TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$32,920Amt
Net Investment Income$16,460NetInvestmentIncomeAmt
Disbursements Charitable Prps$16,460DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSCHWAB BONDSBondNm
EOY Book Value$36,309,216EOYBookValueAmt
EOYFMV$36,309,216EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSCHWAB MUTUAL FUNDSStockNm
EOY Book Value$20,070,464EOYBookValueAmt
EOYFMV$20,070,464EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$1,201,173StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$1,201,173StateLocalSecEOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (5 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
LAND$44,850$0$44,850$44,850
BUILDING$150,150$134,822$15,328$15,328
BUILDING IMPROVEMENTS$122,606$53,647$68,959$68,959
EQUIPMENT$36,300$35,384$916$916
FURNITURE & FIXTURES$30,794$27,961$2,833$2,833

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$6,431LegalFeesAmt
Net Investment Income$3,216NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,216DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID FEDERAL INCOME TAXESDesc
BOY Book Value$2,075BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDEFERRED FEDERAL EXCISE TAXDesc
Amt$132,969Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES & SUBSCRIPTIONS$10,859$1,085$9,774
INSURANCE$8,711$8,711$0
OFFICE EXPENSES$15,951$1,595$14,356
REPAIRS & MAINTENANCE$13,103$1,310$11,793

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN (LOSS)Desc
Amt$2,677,149Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED FEDERAL EXCISE TAX$69,625$164,194
FEDERAL EXCISE TAX PAYABLE$0$10,480
GRANTS PAYABLE, NET OF CURRENT PORTION$0$50,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FINANCIAL CONSULTING$40,000$40,000$0
PAYROLL SERVICE FEE$1,886$188$1,697

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFORM PC MA TAXCategoryTxt
Amt$512Amt
Net Investment Income$50NetInvestmentIncomeAmt
Disbursements Charitable Prps$462DisbursementsCharitablePrpsAmt