WILD GEESE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WILD GEESE FOUNDATION INC (EIN 26-4607134)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-14
- IRS object ID
- 201933189349101408
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T09:45:48-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043191789 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MP PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MONARCH PLACE STE 900 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011444011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264607134 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILD GEESE FOUNDATIONINC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILD | BusinessNameControlTxt |
| Phone | 6173206635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1151 MASSACHUSETTS AVENUE | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUE HYDE | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6173206635 | PhoneNum |
| Signature | 2019-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA G BEHAN | PreparerPersonNm |
| PTIN | P00633676 | PTIN |
| Phone | 4137391800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.88.213.177 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-05 | IPDt |
| IP Tm | 11:18:00 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FE3748BEC28213BDA4561BEA617CC05632FFE4ED | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0DA9196406BD63DE25E7732A2CDD9B7A782718F0 | AtSubmissionFilingDeviceId |
| 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 | $12,386,039 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $10,383 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,383 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $191,573 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $184,101 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $906,872 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,046,849 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $906,872 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,754 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $26,754 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,135,582 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,128,110 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $125,321 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $44,233 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $543 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,302 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,302 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,270 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,222 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $446 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,179 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100,603 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $89,635 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $327,797 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $116,609 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $864,710 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $864,710 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,192,507 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $116,609 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $864,710 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$56,925 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,011,501 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,239 | CashBOYAmt |
| Cash EOY | $6,957 | CashEOYAmt |
| Cash EOYFMV | $6,957 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,242,948 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $938,505 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $938,505 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,256,636 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,962,633 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,980,296 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,210,840 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,304,619 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,514,987 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,239,950 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,688,420 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,690,294 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,110 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,110 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $446 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $255,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $255,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $255,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,213,059 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,156,134 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,386,039 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $8,848,766 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,848,766 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$635,707 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$692,632 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,213,059 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,156,134 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,213,059 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,156,134 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,213,059 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$56,925 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,156,134 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,156,134 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NORTHSTAR ASSET MANAGEMENT-AVAILABLE UPON REQUEST | P | 2018-01-01 | 2018-12-31 | $2,991,211 | $2,975,118 | $16,093 | $16,093 |
| NORTHSTAR ASSET MANAGEMENT-AVAILABLE UPON REQUEST | P | 2017-01-01 | 2018-12-31 | $2,055,638 | $1,164,859 | $890,779 | $890,779 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $906,872 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $645,840 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,745,581 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054986 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $706,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,273,311 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062670 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $730,616 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,294,824 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064686 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $703,200 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,960,219 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058795 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $572,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,437,384 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050011 | DistributionYr5Rt |
| Total Distribution | 0.291148 | TotalDistributionRt |
| Average Distribution | 0.058230 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,548,946 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $672,495 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,115 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $682,610 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $864,710 | 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 | $10,115 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,115 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,115 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,885 | OverpaymentAmt |
| Applied To ES Tax | $7,885 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WILDGEESEFDN.ORG | WebsiteAddressTxt |
| Individual With Books | NORTHSTAR ASSET MANAGEMENT | IndividualWithBooksNm |
| Phone | 6175222635 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 301840 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021300016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SARA G WHITMAN | ||||||||
| 37 K STREET | HULL | MA | 02045 | CHAIR/TREASURER | 10.00 | $12,000 | $0 | $0 |
| SUE HYDE | ||||||||
| 180 PEARL STREET | CAMBRIDGE | MA | 02139 | SECRETARY | 40.00 | $113,321 | $44,233 | $0 |
| BENJAMIN COWEN-WHITMAN | ||||||||
| 37 K STREET | HULL | MA | 02045 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| ZACHARY COWEN-WHITMAN | ||||||||
| 37 K STREET | HULL | MA | 02045 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JACOB COWEN-WHITMAN | ||||||||
| 37 K STREET | HULL | MA | 02045 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NORTHSTAR ASSET MANAGEMENT | |||||
| PO BOX 301840 | BOSTON | MA | 02130 | INVESTMENT ADVISOR | $89,635 |
| MORGAN STANLEY | |||||
| 35 VILLAGE ROAD STE 601 | MIDDLETON | MA | 01949 | CUSTODY OF FUNDS | $18,302 |
| MP PC | |||||
| ONE MONARCH PLACE SUITE 900 | SPRINGFIELD | MA | 01144 | ACCOUNTANTS | $4,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,206,418 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $518,400 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,724,818 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,724,818 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $175,872 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,548,946 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $577,447 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $577,447 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,115 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,115 | TotalTaxAmt |
| Distributable Before Adj | $567,332 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $567,332 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $567,332 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $864,710 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $864,710 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,115 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $854,595 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $567,332 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,303 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $118,479 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $175,843 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $154,806 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $76,539 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $534,970 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $864,710 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $567,332 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $297,378 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $832,348 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $9,303 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $823,045 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $118,479 | ExcessFromYear4Amt |
| Excess From Year3 | $175,843 | ExcessFromYear3Amt |
| Excess From Year2 | $154,806 | ExcessFromYear2Amt |
| Excess From Year1 | $76,539 | ExcessFromYear1Amt |
| Excess From Current Year | $297,378 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUE HYDE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1151 MASSACHUSETTS AVENUE | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6173206635 | RecipientPhoneNum |
| Recipient Email Address | WILDGEESEFDN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| A STEP AHEAD CHATTANOOGA | |||||
| 9527 W RIDGE TRAIL ROAD | SODDYDAISY | TN | 37379 | GENERAL PURPOSE | $10,000 |
| ABORTION CARE NETWORK | |||||
| PO BOX 16323 | MINNEAPOLIS | MN | 55416 | GENERAL PURPOSE | $10,000 |
| AFRICAN CULTURAL SERVICES INC | |||||
| 46 ELSON ROAD | WALTHAM | MA | 02451 | GENERAL PURPOSE | $10,000 |
| ARISE FOR SOCIAL JUSTICE | |||||
| 467 STATE STREET | SPRINGFIELD | MA | 01105 | GENERAL PURPOSE | $5,000 |
| ASIAN AMERICAN RESOURCE WORKSHOP | |||||
| 42 CHARLES STREET | DORCHESTER | MA | 02122 | GENERAL PURPOSE | $5,000 |
| BAGLY | |||||
| 14 BEACON STREET 607 | BOSTON | MA | 02108 | GENERAL PURPOSE | $20,000 |
| BERKLEE COLLEGE OF MUSIC | |||||
| 1140 BOYLSTON STREET | BOSTON | MA | 02215 | GENERAL PURPOSE | $250,000 |
| BOSTON IMPACT INITIATIVE FUND | |||||
| PO BOX 300443 | JAMAICA PLAIN | MA | 02130 | GENERAL PURPOSE | $25,000 |
| CAPE SPLIT CHAPEL | |||||
| 62 CAPE CIRCLE ROAD | ADDISON | ME | 04606 | GENERAL PURPOSE | $1,500 |
| CAROLINA YOUTH ACTION | |||||
| PO BOX 20961 | CHARLESTON | SC | 29413 | GENERAL PURPOSE | $20,000 |
| CENTER LINK | |||||
| PO BOX 24490 | FT LAUDERDALE | FL | 33307 | GENERAL PURPOSE | $10,000 |
| CHELSEA COLLABORATIVE | |||||
| 318 BROADWAY | CHELSEA | MA | 02150 | GENERAL PURPOSE | $20,000 |
| CITY SCHOOL | |||||
| 860 N 24TH STREET | PHILADELPHIA | PA | 19130 | GENERAL PURPOSE | $23,000 |
| COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE | |||||
| ONE SUGARLOAF STREET | S DEERFIELD | MA | 01373 | GENERAL PURPOSE | $6,000 |
| COMMUNITY WORKS WEST INC | |||||
| 115 BROADWAY | OAKLAND | CA | 94607 | GENERAL PURPOSE | $20,000 |
| DOCUMENTARY EDUCATIONAL RESEARCH | |||||
| 101 MORSE STREET | WATERTOWN | MA | 02472 | GENERAL PURPOSE | $10,000 |
| EMPOWER MONTANA | |||||
| 1124 CEDAR STREET | MISSOULA | MT | 59802 | GENERAL PURPOSE | $10,000 |
| EQUALITY NORTH CAROLINA FOUNDATION | |||||
| PO BOX 28768 | RALEIGH | NC | 27611 | GENERAL PURPOSE | $5,000 |
| ESPERANZA ACADEMY | |||||
| 198 GARDEN STREET | LAWRENCE | MA | 01840 | GENERAL PURPOSE | $10,000 |
| FRACTURED ATLAS INC | |||||
| 248 WEST 35TH ST 10TH FL | NEW YORK | NY | 10001 | GENERAL PURPOSE | $5,000 |
| FRANKLIN COUNTY COMMUNITY CORP | |||||
| 324 WELLS AVENUE | GREENFIELD | MA | 01301 | GENERAL PURPOSE | $10,000 |
| FREEDOM FUND NETWORK | |||||
| PO BOX 92 | MARSHFIELD | WI | 54479 | GENERAL PURPOSE | $5,000 |
| FUNDERS FOR LGBTQ ISSUES | |||||
| 104 WEST 29TH STREET | NEW YORK | NY | 10001 | GENERAL PURPOSE | $3,150 |
| GRIFFIN-GRACY EDUCATIONAL RETREAT & HISTORIAL CENTER | |||||
| 300 S SPRING ST STE 720 | LITTLE ROCK | AR | 72201 | GENERAL PURPOSE | $15,000 |
| HADWEN PARK CHURCH | |||||
| 6 CLOVER STREET | WORCESTER | MA | 01603 | GENERAL PURPOSE | $10,000 |
| HOUSING WORKS | |||||
| 67 WILLOUGHBY ST | BROOKLYN | NY | 11223 | GENERAL PURPOSE | $2,000 |
| INTERACT | |||||
| 365 BOSTON POST ROAD | SUDBURY | MA | 01776 | GENERAL PURPOSE | $10,000 |
| LEGAL SERVICES FOR NYC | |||||
| 40 WORTH STREET | NEW YORK | NY | 10013 | GENERAL PURPOSE | $5,000 |
| LGBT CENTER OF CENTRAL FLORIDA | |||||
| 946 N MILLS AVENUE | ORLANDO | FL | 32803 | GENERAL PURPOSE | $5,000 |
| LOUISIANA TRANS ADVOCATES | |||||
| 650 N 6TH ST | BATON ROUGE | LA | 70802 | GENERAL PURPOSE | $5,000 |
| LOUISVILLE YOUTH GROUP INC | |||||
| PO BOX 406764 | LOUISVILLE | KY | 40204 | GENERAL PURPOSE | $5,000 |
| MAINE TRANSGENDER NETWORK INC | |||||
| 511 CONGRESS ST | PORTLAND | ME | 04101 | GENERAL PURPOSE | $5,000 |
| MAVEN LEADERSHIP COLLECTIVE | |||||
| 1951 NW 7TH AVE | MIAMI | FL | 33136 | GENERAL PURPOSE | $10,000 |
| MISSOURI POLITICAL LITERACY | |||||
| 3133 OREGON AVENUE | ST LOUIS | MO | 63118 | GENERAL PURPOSE | $2,500 |
| MOVEMENT ADVANCEMENT | |||||
| 3020 CARBON PLACE | BOULDER | CO | 80301 | GENERAL PURPOSE | $60,000 |
| NATIONAL CENTER FOR TRANSGENDER EQUALITY | |||||
| 1400 16TH STREET NW | WASHINGTON | DC | 20036 | GENERAL PURPOSE | $10,000 |
| NATIONAL LATINA INSTITUTE FOR REPRODUCTIVE HEALTH | |||||
| 50 BROADWAY STREET | NEW YORK | NY | 10004 | GENERAL PURPOSE | $10,000 |
| NATIONAL LGBTQ TASK FORCE | |||||
| 1325 MASS AVE NW | WASHINGTON | DC | 20005 | GENERAL PURPOSEGENERAL PURPOSE | $38,500 |
| NATIONAL QUEER ASIAN PACIFIC ISLANDER ALLIANCE | |||||
| 233 5TH AVENUE | NEW YORK | NY | 10016 | GENERAL PURPOSE | $15,000 |
| NETROOTS CONNECT | |||||
| PO BOX 21050 | WASHINGTON | DC | 20009 | GENERAL PURPOSE | $12,500 |
| NORTHWEST YOUTH SERVICE | |||||
| 1020 NORTH STATE STREET | BELLINGHAM | WA | 98225 | GENERAL PURPOSE | $3,500 |
| OLD CAMBRIDGE BAPTIST | |||||
| 1151 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | GENERAL PURPOSE | $4,225 |
| OUT BOULDER COUNTY | |||||
| 620 MAIN STREET | LONGMONT | CO | 80501 | GENERAL PURPOSE | $5,000 |
| OUT METRO WEST | |||||
| PO BOX 2122 | FRAMINGHAM | MA | 01703 | GENERAL PURPOSE | $5,000 |
| PETERSHAM FRIDAY MARKET | |||||
| PO BOX 854 | PETERSHAM | MA | 01366 | GENERAL PURPOSE | $2,500 |
| PRISONERS LEGAL SERVICES OF NY INC | |||||
| 41 STATE STREET | ALBANY | NY | 12207 | GENERAL PURPOSE | $5,000 |
| PRO-CHOICE MASSACHUSETTS | |||||
| 15 COURT SQUARE | BOSTON | MA | 02108 | GENERAL PURPOSE | $10,000 |
| RELIGIOUS INSTITUTE | |||||
| 125 CLARENCE ST | BRIDGEPORT | CT | 06608 | GENERAL PURPOSE | $5,000 |
| ROADWORK CENTER | |||||
| 69 MURRAY STREET | NEW YORK | NY | 10007 | GENERAL PURPOSE | $10,000 |
| SAM & DEVORAH RETREAT FOR TRANS YOUTH INC | |||||
| 10 FAIRMOUNT AVENUE | CHATHAM | NJ | 10007 | GENERAL PURPOSE | $13,335 |
| SERO PROJECT | |||||
| PO BOX 1233 | MILFORD | PA | 18337 | GENERAL PURPOSE | $10,000 |
| SOMOS FAMILIA | |||||
| 2323 BROADWAY | OAKLAND | CA | 94612 | GENERAL PURPOSE | $5,000 |
| SWOP USA | |||||
| 340 S LEMON STREET | WALNUT | CA | 91789 | GENERAL PURPOSE | $2,000 |
| THE COOPERATIVE FUND OF NEW ENGLAND | |||||
| 5533 PEDEN POINT ROAD | WILMINGTON | NC | 28409 | GENERAL PURPOSE | $10,000 |
| THE FOOD PROJECT | |||||
| 555 DUDLEY STREET | DORCHESTER | MA | 02125 | GENERAL PURPOSE | $10,000 |
| THE THEATER OFFENSIVE | |||||
| 565 BOYLSTON ST | BOSTON | MA | 02116 | GENERAL PURPOSE | $5,000 |
| TRANS UNITED FUND | |||||
| 2424 17TH STREET NW | WASHINGTON | DC | 20009 | GENERAL PURPOSE | $10,000 |
| TRANSCENDING BARRIERS ATLANTA INC | |||||
| 1755 THE EXCHANGE | ATLANTA | GA | 30339 | GENERAL PURPOSE | $5,000 |
| TRANSGENDER AMERICAN VETERANS ASSOC | |||||
| PO BOX 4513 | AKRON | OH | 44310 | GENERAL PURPOSE | $5,000 |
| TRANSGENDER LAW CENTER | |||||
| PO BOX 70976 | OAKLAND | CA | 94612 | GENERAL PURPOSE | $5,000 |
| TSNE MISSION WORKS | |||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | GENERAL PURPOSE | $10,000 |
| WAVES AHEAD | |||||
| 250 FORTALEZA ST | OLD SAN JUAN | PR | 00901 | GENERAL PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $864,710 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,383 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $191,573 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,754 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $906,872 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,135,582 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,135,582 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,900 | Amt |
| Net Investment Income | $2,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER EQUIPMENT | PropertyDesc |
| Acquired | 2014-04-08 | AcquiredDt |
| Cost Or Other Basis | $3,110 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $2,664 | PriorYearDepreciationAmt |
| Computation Method | 150DB | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $446 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,688,420 | EOYBookValueAmt |
| EOYFMV | $1,690,294 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $3,304,619 | EOYBookValueAmt |
| EOYFMV | $7,514,987 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,962,633 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,980,296 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $3,110 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,110 | AccumulatedDepreciationAmt |
| Book Value | $0 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE | CategoryTxt |
| Legal Fees | $543 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRI - BLUE HUBLOAN FUND | $100,000 | $100,000 | $100,000 |
| PRI - SUN FINANCING | $100,000 | $100,000 | $100,000 |
| PRI - CERO'S GREEN JOB PLAN | $5,000 | $5,000 | $5,000 |
| PRI - PV GROWS | $50,000 | $50,000 | $50,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NORTHSTAR ADVISOR FEES | $89,635 | $89,635 | $0 |
| PAYROLL PROCESSING FEE | $2,675 | $0 | $0 |
| OFFICE EXPENSE | $909 | $0 | $0 |
| POSTAGE | $409 | $0 | $0 |
| PHONE/INTERNET | $5,551 | $0 | $0 |
| MEMBERSHIPS | $782 | $0 | $0 |
| MISCELLANEOUS | $642 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CLASS ACTION-MEDPARTNERS | $25,154 | $25,154 | $25,154 |
| MUNI BOND PREMIUM AMORT | $1,600 | $1,600 | $1,600 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT CUSTODIAN FEES | CategoryTxt |
| Amt | $18,302 | Amt |
| Net Investment Income | $18,302 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $6,222 | $6,222 | $0 |
| TAX PAID | $23,978 | $0 | $0 |
| MASS STATE TAX | $70 | $0 | $0 |