SHIPLEY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SHIPLEY FOUNDATION INC (EIN 23-7015570)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202503119349100800
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T03:35:15-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042106505 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237015570 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIPLEY FOUNDATION INC #0755496 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIP | BusinessNameControlTxt |
| Phone | 6174392276 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NUTTER MCCLENNEN FISH POB 51400 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS JALKUT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6174392372 | PhoneNum |
| Signature | 2025-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL F RICH | PreparerPersonNm |
| PTIN | P00567473 | PTIN |
| Phone | 6174392503 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $238,076,940 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $192,697 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $55,332 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55,332 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,148,627 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,148,627 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,977,050 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,123,702 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,984,521 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $285,748 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $285,748 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,659,454 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,474,228 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $428,921 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $321,691 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $107,230 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $203,908 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $151,932 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $51,976 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $88,403 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $38,403 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $932,138 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $698,730 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $233,408 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,663,370 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,218,256 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $395,114 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,977,586 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,977,586 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,640,956 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,218,256 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,372,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,018,498 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,255,972 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,828 | CashBOYAmt |
| Cash EOY | $1,323 | CashEOYAmt |
| Cash EOYFMV | $1,323 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,899,031 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,907,033 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,907,033 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $101,843,108 | CorporateStockBOYAmt |
| Corporate Stock EOY | $98,806,414 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $138,888,821 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,431,604 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,427,105 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $24,868,738 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $32,385,124 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,437,318 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $70,411,025 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $157,560,695 | TotalAssetsBOYAmt |
| Total Assets EOY | $159,579,193 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $238,076,940 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $59,077,250 | CapitalStockBOYAmt |
| Capital Stock EOY | $59,077,250 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $98,483,445 | RetainedEarningBOYAmt |
| Retained Earning EOY | $100,501,943 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $157,560,695 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $159,579,193 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $157,560,695 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $159,579,193 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $157,560,695 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,018,498 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $159,579,193 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $159,579,193 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS #653 | P | 2022-02-01 | 2024-12-31 | $19,072,700 | $9,867,614 | $9,205,086 | $9,205,086 |
| GOLDMAN SACHS #649 | P | 2022-02-01 | 2024-12-31 | $3,653,880 | $3,774,386 | -$120,506 | -$120,506 |
| GOLDMAN SACHS #649 | P | 2024-02-01 | 2024-12-31 | $351,750 | $341,207 | $10,543 | $10,543 |
| SIGULAR BRIC | P | 2024-02-01 | 2024-12-31 | $24,450 | -$24,450 | -$24,450 | |
| SIGULAR DIST | P | 2024-02-01 | 2024-12-31 | $131,524 | -$131,524 | -$131,524 | |
| AIERS DIRECT LEANDING | P | 2022-02-01 | 2024-12-31 | $4,235 | $4,235 | $4,235 | |
| ARES SOECIAL OPPORTUNITIES II ACCESS OFFSHORE | P | 2022-02-01 | 2024-12-31 | $26,172 | $26,172 | $26,172 | |
| VINTAGE VII AIV OFFSHORE SCSP | P | 2022-02-01 | 2024-12-31 | $12,627 | $12,627 | $12,627 | |
| CAPITAL GAINS DIVIDENDS | P | $1,002,338 | $1,002,338 | $1,002,338 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,984,521 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $170,358 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $170,358 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $170,358 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $226,675 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $326,675 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $156,317 | OverpaymentAmt |
| Applied To ES Tax | $156,317 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174392000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | 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 (11 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD C SHIPLEY | |||||||||
| NUTTERMCCLENNEN FISHLLP PO BOX | 51400 | BOSTON | MA | 02205 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| THOMAS P JALKUT | |||||||||
| NUTTERMCCLENNEN FISHLLP PO BOX | 51400 | BOSTON | MA | 02205 | TREASURER | 5.00 | $0 | $0 | $0 |
| RICHARD C SHIPLEY | |||||||||
| NUTTERMCCLENNEN FISHLLP PO BOX | 51400 | BOSTON | MA | 02205 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JULIA SATTI COSENTINO | |||||||||
| NUTTERMCCLENNEN FISHLLP PO BOX | 51400 | BOSTON | MA | 02205 | CLERK | 5.00 | $0 | $0 | $0 |
| THOMAS P JALKUT | |||||||||
| NUTTERMCCLENNEN FISHLLP PO BOX | 51400 | BOSTON | MA | 02205 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JULIA SATTI COSENTINO | |||||||||
| NUTTERMCCLENNEN FISHLLP PO BOX | 51400 | BOSTON | MA | 02205 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| KAREN L SHIPLEY | |||||||||
| NUTTERMCCLENNEN FISHLLP PO BOX | 51400 | BOSTON | MA | 02205 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JASON R SHIPLEY | |||||||||
| NUTTERMCCLENNEN FISHLLP PO BOX | 51400 | BOSTON | MA | 02205 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| JASON R SHIPLEY | |||||||||
| NUTTERMCCLENNEN FISHLLP PO BOX | 51400 | BOSTON | MA | 02205 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| FEYZA ALTINDAG SHIPLEY | |||||||||
| NUTTERMCCLENNEN FISHLLP PO BOX | 51400 | BOSTON | MA | 02205 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| ELIZABETH S HUNT | |||||||||
| NUTTERMCCLENNEN FISHLLP PO BOX | 51400 | BOSTON | MA | 02205 | DIRECTOR | 5.00 | $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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS & CO | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | INVESTMENT EXPENSE | $831,607 |
| NUTTER MCCLENNEN & FISH LLP | |||||
| 155 SEAPORT BLVD | BOSTON | MA | 02201 | LEGAL FEES | $428,921 |
| NUTTER MCCLENNEN & FISH LLP | |||||
| 155 SEAPORT BLVD | BOSTON | MA | 02201 | PROFESSIONAL FEES (TRUSTEES FEES) | $181,994 |
| NUTTER MCCLENNEN & FISH LLP | |||||
| 155 SEAPORT BLVD | BOSTON | MA | 02201 | PROFESSIONAL FEES | $10,000 |
| 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 | $214,450,372 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,303,553 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $217,753,925 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $217,753,925 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,266,309 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $214,487,616 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,724,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,724,381 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $170,358 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $170,358 | TotalTaxAmt |
| Distributable Before Adj | $10,554,023 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,554,023 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,554,023 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,372,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,372,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,554,023 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,976,687 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,372,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,976,687 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $396,013 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $10,158,010 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGASSIZ VILLAGE | |||||||
| 9 VERNON ST | FRAMINGHAM | MA | 01710 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| AMERICAN FRIEND SERVICES COMMITTEE | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | NONE | PUBLIC | SUPPORT WORK WITH IMMIGRANTS AND REFUGEES IN MIAMI-DADE COUNTY | $80,000 |
| BAY AREA COMMUNITY SERVICES | |||||||
| 390 40TH STREET | OAKLAND | CA | 94609 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $30,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 501 ANGEL CANYON RD | KANAB | UT | 84741 | NONE | PUBLIC | FOR SHIPLEY DOG LODGES | $493,086 |
| BOSTON MEDICAL CENTER | |||||||
| ONE BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 02118 | NONE | PUBLIC | ADDICTION FELLOWSHIP PROGRAM | $100,000 |
| BOSTON UNIVERSITY | |||||||
| ONE SHERBORN STREET | BOSTON | MA | 02215 | NONE | PUBLIC | SHIPLEY CENTER FOR DIGITAL LEARNING & INNOVATION | $1,310,000 |
| BREAKING THROUGH MIAMI | |||||||
| 3250 SW 3RD AVE | MIAMI | FL | 33129 | NONE | PUBLIC | GENERAL OPERATING SUPPORT; CTR ON FORCED DISPLACEMENT; ANNUAL FUND; MED SCHOOL | $50,000 |
| BRIDGE TO HOPE | |||||||
| 10844 SW 188TH ST | CULTER BAY | FL | 33157 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $30,000 |
| BRIDGE TO TURKIYE | |||||||
| 1609 E FRANKLIN STREET | CHAPEL HILL | NC | 27514 | NONE | PUBLIC | DORMITORIES PROJECT | $1,400,000 |
| BRIDGE TO TURKIYE | |||||||
| 1609 E FRANKLIN STREET | CHAPEL HILL | NC | 27514 | NONE | PUBLIC | CAPACITY BUILDING GRANT | $175,000 |
| BRIDGE TO TURKIYE | |||||||
| 1609 E FRANKLIN STREET | CHAPEL HILL | NC | 27514 | NONE | PUBLIC | AL TINDAG- SHIPLEY SCHOLARSHIPS | $250,000 |
| CAMILLUS HOUSE | |||||||
| 1603 NW 7TH AVE | MIAMI | FL | 33136 | NONE | PUBLIC | GENERAL OPERATING SUPPORT FUND | $150,000 |
| CATALYST FUND | |||||||
| 1515 ARCH ST 12TH FLOOR | PHILADELPHIA | PA | 19102 | NONE | PUBLIC | GENERAL SUPPORT | $290,000 |
| CENTRO CAMPESINO FARMWORKERS CENTER | |||||||
| 35801 SW 186TH AVE | HOMESTEAD | FL | 33034 | NONE | PUBLIC | FOR GENERAL OPERATING SUPPORT | $75,000 |
| CENTRO LEGAL DE LA RAZA | |||||||
| 3400 E 12TH ST | OAKLAND | CA | 94601 | NONE | PUBLIC | FOR GENERAL OPERATING SUPPORT | $25,000 |
| CHILDREN'S BEREAVEMENT CENTER | |||||||
| 6619 S DIXIE HWY 302 | MIAMI | FL | 33143 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $40,000 |
| COCONUT GROVE CARES | |||||||
| 3870 WASHINGTON AVE | MIAMI | FL | 33133 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 |
| COLORADO STATE UNIVERSITY | |||||||
| OVAL DRIVE | FORT COLLINS | CO | 80523 | NONE | PUBLIC | SUPPORT RESEARCH BY DR STEVEN DOW ON MONOCYTE TARGETED IMMUNOTHERAPY | $275,000 |
| COLORADO-RAPID AVALANCHE DEPLOYMENT | |||||||
| PO BOX 983 | FRISCO | CO | 80443 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 |
| COMMUNITY HEALTH OF SOUTH FLORIDA | |||||||
| 10300 SW 216TH STREET | MIAMI | FL | 33190 | NONE | PUBLIC | FOR COCONUT GROVE HEALTH CENTER | $65,000 |
| COMMUNITY WATER CENTER | |||||||
| 900 W OAK AVE | VISALIA | CA | 93291 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $35,000 |
| DENOVO CENTER FOR JUSTICE AND HEALING | |||||||
| 47 THORNDIKE ST | CAMBRIDGE | MA | 02141 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $60,000 |
| EARTH ISLAND INSTITUTE | |||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94704 | NONE | PUBLIC | FOR USE BY FOOD SHIFT | $25,000 |
| ELAYNE FIVENSON | |||||||
| 1489 BEACON ST APT 2 | BROOKLINE | MA | 02446 | NONE | PUBLIC | BERNARD N. FIELDS PRIZE FOR MICROBIOLOGY (ELAYNE FIVENSON PHD ) | $2,000 |
| EMPOWER U COMMUNITY HEALTH CENTER | |||||||
| 7900 NW 27TH AVE STE E-12 | MIAMI | FL | 33147 | NONE | PUBLIC | TO COMBAT SUBSTANCE USE DISORDER | $50,000 |
| ENGLISH FOR NEW BOSTONIANS INC | |||||||
| 105 CHAUNCY ST 4TH FL | BOSTON | MA | 02111 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $70,000 |
| FAMILY ACTION NETWORK | |||||||
| 1718 SHERMAN AVE STE 201 | EVANSTON | IL | 60201 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $55,000 |
| FARM SHARE | |||||||
| 738 MAIN ST | WALTHAM | MA | 02451 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $100,000 |
| FLORIDA IMMIGRANT COALITION | |||||||
| 2800 BISCAYNE BLVD 300 | MIAMI | FL | 33137 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $85,000 |
| FLORIDA INTERNATIONAL UNIVERSITY | |||||||
| 11200 SW 8TH ST | MIAMI | FL | 33199 | NONE | PUBLIC | STUDENT SUCCESS FUND-FOR SUPPORT OF STUDENTS IN NEED | $55,000 |
| FRIENDS OF MIAMI ANIMAL FOUNDATION | |||||||
| 2665 S BAYSHORE DRIVE | MIAMI | FL | 33133 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $115,000 |
| FRIENDS OF THE COMMODORE TRAIL | |||||||
| 3109 GRAND AVE 288 | COCONUT GROVE | FL | 33133 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $110,000 |
| GREAT PLAINS CONSERVATION FOUNDATION | |||||||
| 165 CAT ROCK LANE | JUPITER | FL | 33458 | NONE | PUBLIC | SUPPORT OF PROJECT REWILD AND SCHOOL FEEDING PROGRAM | $100,000 |
| HUMANE SOCIETY INTERNATIONAL | |||||||
| WASHINGTON STREET | BOSTON | MA | 02205 | NONE | PUBLIC | EARTHQUAKE RELIEF FUND IN TURKEY | $150,000 |
| ICAN | |||||||
| 1126 16TH STREET NW SUITE 250 | WASHINGTON | DC | 20036 | NONE | PUBLIC | SUPPORT OF WOMEN IN AFGHANISTAN | $30,000 |
| IRC'S CENTER OF ECONOMIC OPPORTUNITY INC | |||||||
| PO BOX 152188 | SAN DIEGO | CA | 92195 | NONE | PUBLIC | SUPPORT OF ECONOMIC OPPORTUNITY CENTER | $30,000 |
| ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE | |||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | NONE | PUBLIC | FOR HUMANITARIAN RELIEF EFFORTS | $30,000 |
| LA COLABORATIVA INC | |||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | NONE | PUBLIC | HUNGER RELIEF EFFORTS | $30,000 |
| LEE MEMORIAL HEALTH SYSTEMS FOUNDATION | |||||||
| 2776 CLEVELAND AVE | FORT MYERS | FL | 33901 | NONE | PUBLIC | CENTER FOR CARDIOTHORACIC SURGERY, INNOVATION, EDUCATION AND RESEARCH ENDOWMENT | $25,000 |
| LOMA LINDA UNIVERSITY HEALTH | |||||||
| 11234 ANDERSON ST | LOMA LINDA | CA | 92354 | NONE | PUBLIC | SUPPORT OF THERANOSTICS PROGRAM | $50,000 |
| MASS DOWN SYNDROME CONGRESS | |||||||
| 20 BURLINGTON MALL RD STE 261 | BURLINGTON | MA | 01803 | NONE | PUBLIC | FOR DSC2U PROGRAM AND FOR MDSC BUDDY WALK- TAYLAN'S TROOPERS | $150,000 |
| MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 350 SOUTH HUNTINTON AVE | BOSTON | MA | 02130 | NONE | PUBLIC | SUPPORT WORK AT THE NORTHEAST ANIMAL SHELTER | $25,000 |
| MIAMI ANIMAL RESCUE | |||||||
| 13313 SW 124TH ST | MIAMI | FL | 33186 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $20,000 |
| MIAMI CHILDRENS MUSEUM | |||||||
| 980 MACARTHUR CSWY | MIAMI | FL | 33132 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 |
| MIAMI DIAPER BANK | |||||||
| 4770 BISCANYE BLVD SUITE 980 | MIAMI | FL | 33137 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $20,000 |
| MIAMI FOUNDATION | |||||||
| 40 NW 3RD ST 305 | MIAMI | FL | 33128 | NONE | PUBLIC | BENEFIT OF RADICAL PARTNERS ACCELERATING SOCIAL IMPACT FUND | $30,000 |
| MIAMI VETERINARY FOUNDATION | |||||||
| 11622 N KENDALL DR | MIAMI | FL | 33176 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $30,000 |
| MIAMI-DADE COLLEGE FOUNDATION | |||||||
| 300 NE 2ND AVE 1423 | MIAMI | FL | 33132 | NONE | PUBLIC | SUPPORT OF SCHOLARSHIPS AND CAMPUS FOOD PANTRIES | $1,055,000 |
| MIRA COALITION | |||||||
| 105 CHAUNCY STREET STE 901 | BOSTON | MA | 02111 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $30,000 |
| NATIONAL ALLIANCE OF STATE PROSTATE CANCER COALITIONS | |||||||
| 1999 AVENUE OF THE STARS SUITE 1100 | LOS ANGELES | CA | 90067 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $100,000 |
| NATIVE AMERICAN HEALTH CENTER | |||||||
| 2077 CENTRE ST | WEST ROXBURY | MA | 02132 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $30,000 |
| NEW HOPE CORPS | |||||||
| 1020 N KROME AVE | HOMESTEAD | FL | 33030 | NONE | PUBLIC | FOR WORK IN MIAMI TO COMBAT SUBSTANCE USE | $35,000 |
| NEWTON WELLESLEY HOSPITAL | |||||||
| 2014 WASHINGTON ST | NEWTON | MA | 02462 | NONE | PUBLIC | ANNUAL FUND | $25,000 |
| OASIS RESCUE | |||||||
| 5802 BOB BULLOCK LP C1 504-296 | LAREDO | TX | 78041 | NONE | PUBLIC | UNRESTRICTED GRANT | $25,000 |
| OVERTOWN CHILDREN AND YOUTH COALITION | |||||||
| 1951 NW 7TH AVE | MIAMI | FL | 33136 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $20,000 |
| PAWS4YOU RESCUE | |||||||
| 8717 SW 134TH ST | MIAMI | FL | 33176 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $30,000 |
| PINE STREET INN | |||||||
| 330 PINE ST | WILLIAMSPORT | PA | 17701 | NONE | PUBLIC | VETERANS SERVICE AND HOUSING | $200,000 |
| PLANTING JUSTICE | |||||||
| 319 105TH AVE | OAKLAND | CA | 94603 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| PLAST CONFERENCE INC | |||||||
| 297 CLARKSVILLE RD | WEST WINDSOR | NJ | 08550 | NONE | PUBLIC | GENERAL SUPPORT | $75,000 |
| POLITICAL ASYLUM IMMIGRATION REPRESENTATION | |||||||
| 98 N WASHINGTON ST STE 106 | BOSTON | MA | 02114 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $55,000 |
| PRINCETON UNIVERSITY | |||||||
| I NASSAU HALL | PRINCETON | NJ | 08544 | NONE | PUBLIC | FOR HELEN SHIPLEY HUNT FUND FOR PRACTICAL ENGINEERING APPLICTIONS AND GRADUATE ALUMNI ANNUAL GIVING FUND | $550,000 |
| PROJECT BREAD | |||||||
| 145 BORDER ST | BOSTON | MA | 02128 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $85,000 |
| RAZIA'S RAY OF HOPE | |||||||
| PO BOX 81052 | WELLESLEY | MA | 02481 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 |
| REBUILDING TOGETHER MIAMI- DADE | |||||||
| 3628 GRAND AVE | MIAMI | FL | 33133 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $75,000 |
| REFUGEE ASSISTANCE ALLIANCE | |||||||
| 1825 PONCE DE LEON | CORAL GABLES | FL | 33134 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $35,000 |
| SANIBEL CAPTIVA CONSERVATION FOUNDATION | |||||||
| 3399 SANIBEL CAPTIVA ROAD | SANIBEL | FL | 33957 | NONE | PUBLIC | ANNUAL FUND AND GENERAL OPERATIONS | $50,000 |
| SELF HELP ENTERPRISES | |||||||
| 8445 W ELOWIN CT | VISALIA | CA | 93291 | NONE | PUBLIC | FOR GENERAL OPERATING SUPPORT | $35,000 |
| SOCIAL INNOVATION FORUM | |||||||
| ONE CONGRESS ST | BOSTON | MA | 02114 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $40,000 |
| SOGOREA TE'LAND TRUST | |||||||
| PO BOX 6758 | OAKLAND | CA | 94603 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| ST ALBAN'S CHILD ENRICHMENT CENTER | |||||||
| 3465 BROOKER ST | MIAMI | FL | 33133 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $70,000 |
| STUDENT CLINIC FOR IMMIGRANT JUSTICE | |||||||
| 217 HANOVER ST STE 320 | BOSTON | MA | 02113 | NONE | PUBLIC | GENERAL OPPERATING SUPPORT | $20,000 |
| SUNDARI FOUNDATION | |||||||
| 217 NW ST | MIAMI | FL | 33136 | NONE | PUBLIC | SUPPORT WORK OF LOTUS HOUSE | $100,000 |
| THE MIAMI FOUNDATION | |||||||
| 40 NW 3RD ST 305 | MIAMI | FL | 33128 | NONE | PUBLIC | MIAMI-DADE COUNTY HOMESLESS TRUST | $25,000 |
| THE WATERSHED PROJECT | |||||||
| 1327 S 46TH BUILDING 155 | RICHMOND | CA | 94804 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $37,500 |
| THELMA GIBSON HEALTH INIATIVE | |||||||
| 3646 GRAND AVE | COCONUT GROVE | FL | 33133 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $50,000 |
| THIRD SECTOR NEW ENGLAND | |||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | NONE | PUBLIC | FUTURE CHEFS | $50,000 |
| TUFTS UNIVERSITY | |||||||
| 711 WASHINGTON ST 9 | BOSTON | MA | 02111 | NONE | PUBLIC | ANNUAL FUND OF CUMMINGS SCHOOL OF VETERINARY MEDICINE | $10,000 |
| UNIVERSITY OF MIAMI MILLER SCHOOL OF MEDICINE | |||||||
| 1600 NW 10TH AVE 1140 | MIAMI | FL | 33136 | NONE | PUBLIC | FOR PROJECTS ADDRESSING SUBSTANCE USE DISORDER | $250,000 |
| URBAN FOOD INITIATIVE DAILY TABLE | |||||||
| 2201 WASHINGTON ST | ROXBURY | MA | 02119 | NONE | PUBLIC | TO SUPPORT THE WORK OF THE DAILY TABLE | $35,000 |
| URBAN OASIS PROJECT | |||||||
| 6870 SW 45TH LN 7 | MIAMI | FL | 33155 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 |
| VOICES FOR CHILDREN | |||||||
| 601 NW 1ST COURT | MIAMI | FL | 33136 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $150,000 |
| WALTHAM PARTNERS FOR YOUTH | |||||||
| 617 LEXINGTON ST | WALTHAM | MA | 02451 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $15,000 |
| WINGS OF RESCUE | |||||||
| 7900 BALBO BLVD | VAN NUYS | CA | 91406 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,977,586 | 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 | $55,332 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,148,627 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $285,748 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,977,050 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,466,757 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,466,757 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCIA H SHIPLEY 1993 REV INDENTURE OF TRUST UNDER ARTICLE 5 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $192,697 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NUTTER MCCLENNEN & FISH LLP | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS ACCOUNT #649-5 | BondNm |
| EOY Book Value | $25,427,105 | EOYBookValueAmt |
| EOYFMV | $24,868,738 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS ACCOUNT #653-2 | StockNm |
| EOY Book Value | $98,806,414 | EOYBookValueAmt |
| EOYFMV | $138,888,821 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SIGULER GUFF BRIC OPPORTUNITIES FUND II, L.P. | AT COST | $295,679 | $215,264 |
| SIGULER GUFF DIST OPPORTUNITIES FUND IV, L.P. | AT COST | $305,235 | $726,051 |
| BROAD STREET REAL ESTATE CREDIT PARTNERS III OFFSHORE FUND, L.P. | AT COST | $582,003 | $467,232 |
| VINTAGE VII AIV OFFSHORE SCSP | AT COST | $280,957 | $4,160,196 |
| ARES DIRECT LENDING OPPORTUNITIES ACCESS | AT COST | $1,413,776 | $1,304,772 |
| VINTAGE IX B OFFSHORE SCSP | AT COST | $1,419,311 | $2,127,851 |
| ARES SPECIAL OPP II ACCESS OFFSHORE LP | AT COST | $2,617,552 | $2,564,418 |
| ALTERNATE INVESTMENT | AT COST | $24,522,805 | $58,845,241 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NUTTER MCCLENNEN & FISH LLP 5185 | $13,614 | $10,211 | $3,403 |
| NUTTER MCCLENNEN & FISH LLP 0755496 | $415,307 | $311,480 | $103,827 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROAD STREET REAL ESTATE CR PARTNERS | $8,883 | $6,662 | $2,221 |
| FILING FEES | $500 | $0 | $500 |
| GOLDMAN SACHS 649-5 MANAGEMENT FEES | $109,982 | $82,487 | $27,495 |
| GOLDMAN SACHS 653-2 MANAGEMENT FEES | $721,625 | $541,219 | $180,406 |
| SIGULER GUFF BRIC OPP FUND II LP | $5,508 | $4,131 | $1,377 |
| SIGULER GUFF DIST OPP FUND IV, L.P. | $12,058 | $9,044 | $3,014 |
| VINTAGE VII AIV OFFSHORE SCSP | $12,172 | $9,129 | $3,043 |
| ARES DIRECT LENDING OPPORTUNITIES | $5,598 | $4,199 | $1,399 |
| TRAVEL EXPENSES | $1,980 | $1,485 | $495 |
| VINTAGE IX B OFFSHORE | $44,979 | $33,734 | $11,245 |
| AMERICAN SECURITIES | $932 | $699 | $233 |
| ARES SPECIAL OPPURTUNITY II ACCESS | $7,921 | $5,941 | $1,980 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ARIES SPECIAL OPPORTUNITIES 11 | $118,396 | $118,396 | $118,396 |
| BROAD STREET REAL ESTATE PARTNERS III | $9,274 | $9,274 | $9,274 |
| VINTAGE IX B OFFSHORE SCSP | $4,514 | $4,514 | $4,514 |
| SIGULAR GUFF DISTRESSED OTHER INCOME | $1,870 | $1,870 | $1,870 |
| SINGULAR GUFF BRIC OTHER | $800 | $800 | $800 |
| ARES DIRECT LENDING OPPORTUNITIES | $150,894 | $150,894 | $150,894 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NUTTER MCCLENNEN & FISH LLP 5185 | $1,914 | $1,436 | $478 |
| KONRAD HOCHEDLINGER (SCIENTIFIC ADV FEES) | $10,000 | $7,500 | $2,500 |
| HANNO HOCK (SCIENTIFIC ADV FEES) | $10,000 | $7,500 | $2,500 |
| NUTTER MCCLENNEN & FISH LLP 0755496 | $181,994 | $135,496 | $46,498 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FED EXCISE TAX | $50,000 | $0 | $0 |
| FOREIGN TAX PD SIGULER GUFF BRIC | $2,805 | $2,805 | $0 |
| FOREIGN TAX PD GOLDMAN SACHS 653 | $35,598 | $35,598 | $0 |