INQUILINOS BORICUAS EN ACCION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- INQUILINOS BORICUAS EN ACCION INC (EIN 23-7090081)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-03
- IRS object ID
- 201901849349100400
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-03T09:07:56-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237090081 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INQUILINOS BORICUAS EN ACCION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INQU | BusinessNameControlTxt |
| Phone | 6179271707 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 SHAWMUT AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VANESSA CALDERON-ROSADO | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 6179271707 | PhoneNum |
| Signature | 2019-07-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW HUTT CPA | PreparerPersonNm |
| PTIN | P01070603 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2019-06-26 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.238.141.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-03 | IPDt |
| IP Tm | 09:33:46 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F4247996A0DFD92197EA51AEF4558D040C319DAA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C6EEA8951B55E8B6A746B93B5E5C2F4BCDF7BC32 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $100,475,665 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,599,837 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $536,775 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $536,775 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $536,775 | InterestOnSavingsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,822,331 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $10,822,331 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $12,958,943 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $536,775 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $11,359,106 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $490,406 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $463,685 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $26,721 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,210,284 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $2,089,854 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $120,430 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $381,829 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $361,024 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $20,805 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $44,884 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $42,438 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,446 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $111,260 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $105,198 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,062 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $668,087 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $631,685 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,402 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,009,190 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $177,376 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $1,899,716 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $109,474 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $849,011 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $802,751 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $46,260 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,694,678 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $1,694,678 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $1,925,602 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $1,820,682 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $104,920 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,530,804 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $359,399 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,447,395 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $83,409 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,916,035 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $536,775 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $11,359,106 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $556,929 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,916,035 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $536,775 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $11,359,106 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $556,929 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,042,908 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,375,903 | CashBOYAmt |
| Cash EOY | $1,431,788 | CashEOYAmt |
| Cash EOYFMV | $1,431,788 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,161,460 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,493,931 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,493,931 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $325,221 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $16,948 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $299,578 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $308,273 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $308,273 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $40,000 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $40,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $40,000 | PledgesRcvblEOYFMVAmt |
| Grants Receivable EOY | $78,383 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $78,383 | GrantsReceivableEOYFMVAmt |
| Other Nts And Loans Rcvbl | $157,854 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $157,854 | OtherRcvblAllwncDbtflAcctAmt |
| Prepaid Expenses BOY | $184,426 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $208,518 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $208,518 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $8,974,369 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,581,406 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,581,406 | USGovtObligationsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $67,690,465 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,936,862 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $49,877,264 | LandBOYAmt |
| Land EOY | $59,753,603 | LandEOYAmt |
| Land EOYFMV | $59,753,603 | LandEOYFMVAmt |
| Other Assets BOY | $24,148,925 | OtherAssetsBOYAmt |
| Other Assets EOY | $22,579,763 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $22,579,763 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $103,021,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $100,475,665 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $100,475,665 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,664,049 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,427,269 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $55,391,070 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $54,624,573 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $130,108 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $58,055,119 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $57,181,950 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $44,657,312 | UnrestrictedBOYAmt |
| Unrestricted EOY | $43,132,385 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $309,494 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $161,330 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $44,966,806 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,293,715 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $103,021,925 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $100,475,665 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $44,966,806 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,042,908 | ExcessRevenueOverExpensesAmt |
| Other Increases | $281,320 | OtherIncreasesAmt |
| Subtotal | $46,291,034 | SubtotalAmt |
| Other Decreases | $2,997,319 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,293,715 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,289,457 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,815,342 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.532313 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $200,261 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,775,340 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.072157 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $211,886 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,902,132 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.073010 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $433,678 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,371,532 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.128629 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $425,251 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,695,903 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.250752 | DistributionYr5Rt |
| Total Distribution | 1.056861 | TotalDistributionRt |
| Average Distribution | 0.211372 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $33,858,305 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,156,698 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,156,698 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,055,869 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $143 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $143 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $143 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $143 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.IBABOSTON.ORG | WebsiteAddressTxt |
| Individual With Books | VANESSA CALDERON-ROSADO | IndividualWithBooksNm |
| Phone | 6179271767 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405 SHAWMUT AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02118 | 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 | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (18 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 |
|---|---|---|---|---|---|---|---|---|
| HECTOR CRUZ | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | PRESIDENT | 0.20 | $0 | $0 | $0 |
| VADIM KUKSIN | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | TREASURER | 0.20 | $0 | $0 | $0 |
| JOSEPHINE EREWA | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | CLERK | 0.20 | $0 | $0 | $0 |
| EDWIN SEDA | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | VICE-PRESIDENT | 0.20 | $0 | $0 | $0 |
| JENNIFER FAUTH | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| MARIA VASALLO | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| VANESSA CALDERON-ROSADO | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | CHIEF EXECUTIVE OFFICER | 35.00 | $189,925 | $20,105 | $0 |
| MAYRA NEGRON-ROCHE | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | CHIEF OPERATING OFFICER | 35.00 | $165,063 | $20,820 | $0 |
| KARLA JARAMILLO | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | CHIEF FINANCIAL OFFICER-RESIGNED 2018 | 35.00 | $86,540 | $7,953 | $0 |
| BOB GOLDSTEIN | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| GALE HAYDE | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| REINELDA RIVERA | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| BART LLOYD | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| CARMEN LENNON | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| WENDY MELENDEZ | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| MONIQUE TOLBERT | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| PEDRO MIRANDA | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| JAVIER FLORES | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | DIRECTOR | 0.20 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| RAFAEL PEREZ MEDINA | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | SENIOR DIRECTOR OF P | 35.00 | $109,536 | $8,979 | $0 |
| SUZETH DUNN-DYER | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | DIRECTOR OF RESIDENT | 35.00 | $72,116 | $15,517 | $0 |
| ELSA MOSQUERA | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | DIRECTOR OF ARTS PRO | 35.00 | $61,751 | $17,681 | $0 |
| LAUREN BARD | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | YOUTH PROGRAM DIRECT | 35.00 | $69,183 | $2,983 | $0 |
| AFOLARIN JAIYESIMI | ||||||||
| 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | SENIOR ACCOUNTANT | 35.00 | $63,690 | $7,531 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DAVIS SQUARE ARCHITECTS INC | |||||
| 240 ELM STREET | SOMERVILLE | MA | 02144 | ARCHITECT SERVICES | $488,275 |
| DHK ARCHITECTS INC | |||||
| 54 CANAL STREET | BOSTON | MA | 02114 | ARCHITECT SERVICES | $203,706 |
| KLEIN HORNIG LLP | |||||
| 101 ARCH STREET 1101 | BOSTON | MA | 02110 | LEGAL SERVICES | $159,171 |
| SCHWARZCHILD CONSULTING LLC | |||||
| 150 UPLAND ROAD | CAMBRIDGE | MA | 02140 | DEVELOPMENT CONSULTING | $123,863 |
| MOIRA STUDIO | |||||
| 361 NEWBURY ST | BOSTON | MA | 02115 | MARKETING | $110,574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | RENTAL - OUR RENTAL PORTFOLIO COMPRISES 520 UNITS OF RENTAL AFFORDABLE HOUSING COMBINED WITH COMPREHENSIVE RESIDENT SERVICES, AND PROGRAMS IN EDUCATION, WORKFORCE DEVELOPMENT AND THE ARTS. WE CONTRACT WITH A PROPERTY MANAGEMENT COMPANY TO RUN THE DAY-TO-DAY OPERATIONS OF OUR HOUSING PORTFOLIO. | Description1Txt |
| Expenses1 | $7,050,340 | Expenses1Amt |
| Description2 | PRESCHOOL PROGRAM - IBA'S PRESCHOOL PROGRAM PREPARES LATINO CHILDREN, INCLUDING THOSE THAT QUALIFY AS LOW-INCOME, TO THRIVE IN KINDERGARTEN, WHILE ENHANCING THEIR SOCIAL, EMOTIONAL, LINGUISTIC, CULTURAL, AND COGNITIVE DEVELOPMENT. | Description2Txt |
| Expenses2 | $905,724 | Expenses2Amt |
| Description3 | YOUTH DEVELOPMENT- IBA'S YOUTH DEVELOPMENT PROGRAM FOSTERS SOCIO-EMOTIONAL, INTELLECTUAL AND ARTISTIC GROWTH IN YOUNG PEOPLE BETWEEN 13 AND 19 YEARS OLD, WHILE HELPING THEM DEVELOP 21ST CENTURY SKILLS TO BE SUCCESSFUL IN LIFE. | Description3Txt |
| Expenses3 | $561,619 | Expenses3Amt |
| Description4 | ARTS - IBA'S ARTS PROGRAM, PROMOTES AND CELEBRATES LATINO ARTS AND CREATES DYNAMIC CROSS-CULTURAL COLLABORATIONS THROUGH CONCERTS, GALLERY EXHIBITIONS, FESTIVALS, CLASSES AND SPECIAL EVENTS. | Description4Txt |
| Expenses4 | $732,217 | Expenses4Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,373,914 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,373,914 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,373,914 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $515,609 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,858,305 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,692,915 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,692,915 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $1,692,915 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,692,915 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,692,915 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $556,929 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $16,498,940 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $17,055,869 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,055,869 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,692,915 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $340,534 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $265,232 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $66,927 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $61,628 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,698,780 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,433,101 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,055,869 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,692,915 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,362,954 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,796,055 | 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 | $340,534 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,455,521 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $265,232 | ExcessFromYear4Amt |
| Excess From Year3 | $66,927 | ExcessFromYear3Amt |
| Excess From Year2 | $61,628 | ExcessFromYear2Amt |
| Excess From Year1 | $5,698,780 | ExcessFromYear1Amt |
| Excess From Current Year | $15,362,954 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| RENTAL INCOME | $8,656,067 |
| GROUND LEASE INCOME | $1,171,785 |
| PARTNERSHIP MANAGEMENT AND DEVELOPER FEES | $493,627 |
| PARENT FEES | $343,969 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $536,775 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Related Or Exempt Function Incm | $156,883 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $536,775 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,822,331 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,359,106 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | RENTAL INCOME FROM LOW-INCOME HOUSING PROJECTS |
| 1B | GROUND LEASE INCOME FROM LOW-INCOME HOUSING PROJECTS |
| 1C | PARTNERSHIP MGMT AND DEVELOPER FEES FROM LOW-INCOME HOUSING PROJECTS |
| 1E | PARENT FEES FROM THE PRESCHOOL PROGRAM |
| 11A | MISCELLANEOUS INCOME |
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 (60 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DEPARTMENT OF EARLY EDUCATION AND CARE | ||||||
| 1 | 51 SLEEPER STREET | BOSTON | MA | 02210 | $277,875 | Yes (X) |
| ABCD INC | ||||||
| 2 | 178 TREMONT STREET | BOSTON | MA | 02111 | $57,633 | Yes (X) |
| UNITED WAY OF MASSACHUSETTS BAY | ||||||
| 3 | 51 SLEEPER STREET | BOSTON | MA | 02210 | $74,931 | Yes (X) |
| THE BOSTON FOUNDATION | ||||||
| 4 | 75 ARLINGTON STREET | BOSTON | MA | 02116 | $86,794 | Yes (X) |
| DEPARTMENT OF PUBLIC HEALTH | ||||||
| 5 | 250 WASHINGTON STREET | BOSTON | MA | 02108 | $25,000 | Yes (X) |
| DEPARTMENT OF EDUCATION | ||||||
| 6 | 75 PLEASANT STREET | MALDEN | MA | 02148 | $43,821 | Yes (X) |
| FRANKLIN SQUARE HOUSE FOUNDATION | ||||||
| 7 | PO BOX 78037 | BELMONT | MA | 02478 | $5,750 | Yes (X) |
| CITY OF BOSTON | ||||||
| 8 | 1 CITY HALL PLAZA | BOSTON | MA | 02108 | $66,322 | Yes (X) |
| WILLIAM SCHRAFF CHARITABLE TRUST | ||||||
| 9 | 78 SUMMER STREET | BOSTON | MA | 02110 | $20,000 | Yes (X) |
| EASTERN BANK CHARITABLE FOUNDATION | ||||||
| 10 | POBOX 171627 | BOSTON | MA | 02117 | $25,000 | Yes (X) |
| THE AMELIA PEABODY FOUNDATION | ||||||
| 11 | ONE HOLIS STREET SUITE 316 | WELLESLEY | MA | 02482 | $10,000 | Yes (X) |
| SANTANDER BANK FOUNDATION | ||||||
| 12 | PO BOX 12646 | READING | PA | 19612 | $20,240 | Yes (X) |
| LONGWOOD SECURITY SERVICES | ||||||
| 13 | 429 NEWBURY ST | BOSTON | MA | 02115 | $7,000 | Yes (X) |
| MALONEY PROPERTIES | ||||||
| 14 | 27 MICA LN 301 | WELLESLEY | MA | 02481 | $25,000 | Yes (X) |
| BOSTON PRIVATE FOUNDATION | ||||||
| 15 | 10 POST OFFICE SQUARE | BOSTON | MA | 02109 | $7,000 | Yes (X) |
| MASSACHUSETTS CULTURAL COUNCIL | ||||||
| 16 | 10 ST JAMES AVENUE 3RD FLOOR | BOSTON | MA | 02116 | $25,800 | Yes (X) |
| THE NORTHERN TRUST COMPANY | ||||||
| 17 | CHRISTIAN SCEINCE CENTER - BELVIDER | BOSTON | MA | 02110 | $5,000 | Yes (X) |
| BOSTON PUBLIC SCHOOLS | ||||||
| 18 | 1216 DORCHESTER AVE | BOSTON | MA | 02125 | $26,147 | Yes (X) |
| BANK OF AMERICA FOUNDATION | ||||||
| 19 | 75 FEDERAL STREET | BOSTON | MA | 02110 | $51,850 | Yes (X) |
| BUSHROD H CAMPBELL CHARITABLE FUND | ||||||
| 20 | 75 FEDERAL STREET | BOSTON | MA | 02110 | $6,000 | Yes (X) |
| THE YAWKEY FOUNDATION | ||||||
| 21 | 900 WASHINGTON STREET | DEDHAM | MA | 02026 | $75,000 | Yes (X) |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||
| 22 | 75 KNEELAND STREET 1102 | BOSTON | MA | 02111 | $29,230 | Yes (X) |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | ||||||
| 23 | 2 STATE FISH PIER 2 | GLOUCESTER | MA | 01930 | $120,000 | Yes (X) |
| CKG SHAWMUT LLC | ||||||
| 24 | 560 HARRISON AVE | BOSTON | MA | 02118 | $100,500 | Yes (X) |
| STATE STREET FOUNDATION | ||||||
| 25 | 1 LINCOLN STREET | BOSTON | MA | 02110 | $45,000 | Yes (X) |
| CLIPPER SHIP FOUNDATION | ||||||
| 26 | 2 LIBERTY SQUARE | BOSTON | MA | 02109 | $35,000 | Yes (X) |
| TUFTS HEALTH PLAN MOMEMTUM FUND | ||||||
| 27 | 705 MT AUBURN STREET | WATERTOWN | MA | 02472 | $35,000 | Yes (X) |
| JOHN HANCOCK | ||||||
| 28 | 1 WINTHROP SQUARE | BOSTON | MA | 02110 | $27,375 | Yes (X) |
| COMCAST FOUNDATION | ||||||
| 29 | 85 EAST BELCHER ROAD | FOXBORO | MA | 02035 | $25,386 | Yes (X) |
| GOYA FOODS | ||||||
| 30 | 5 GOYA DRIVE | WEBSTER | MA | 01570 | $25,000 | Yes (X) |
| MELENDEZ BEAUCHAMP FOUNDATION CO THE BOSTON FOUNDATION | ||||||
| 31 | 75 ARLINGTON STREET | BOSTON | MA | 02116 | $25,000 | Yes (X) |
| THE NORD FAMILY FOUNDATION | ||||||
| 32 | 747 MILAN AVE | AMHERST | OH | 44001 | $25,000 | Yes (X) |
| WALTON FAMILY FOUNDATION | ||||||
| 33 | 919 18TH ST NW | WASHINGTON | DC | 20006 | $25,000 | Yes (X) |
| DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION | ||||||
| 34 | 75 PLEASANT STREET | MALDEN | MA | 02148 | $22,500 | Yes (X) |
| SOCIEDAD LATINA INC | ||||||
| 35 | 1530 TREMONT STREET | ROXBURY CROSSING | MA | 02120 | $20,000 | Yes (X) |
| CAPITAL ONE | ||||||
| 36 | 860 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | $18,000 | Yes (X) |
| DANA FARBER CANCER INSTITUTE | ||||||
| 37 | 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | $10,200 | Yes (X) |
| THE RED SOX FOUNDATION INC | ||||||
| 38 | 4 JERSEY STREET | BOSTON | MA | 02215 | $10,000 | Yes (X) |
| CHARLES FARNSWORTH | ||||||
| 39 | 100 FEDERAL STREET | BOSTON | MA | 02110 | $10,000 | Yes (X) |
| FRANK REED & MARGARET JANE PETERS TRUST | ||||||
| 40 | 100 FEDERAL STREET | BOSTON | MA | 02110 | $10,000 | Yes (X) |
| NATIONAL ENDOWMENT FOR THE ARTS | ||||||
| 41 | 400 7TH ST SW | WASHINGTON | DC | 20506 | $10,000 | Yes (X) |
| THE HYAMS FOUNDATION | ||||||
| 42 | 50 FEDERAL STREET 9 | BOSTON | MA | 02210 | $10,000 | Yes (X) |
| MASSACHUSETTS ATTORNEY GENERAL | ||||||
| 43 | 1 ASHBURN PLACE | BOSTON | MA | 02108 | $8,100 | Yes (X) |
| KLEIN HORNIG | ||||||
| 44 | 101 ARCH STREET 1101 | BOSTON | MA | 02110 | $7,500 | Yes (X) |
| LIN-MANUEL MIRANDA FOUNDATION | ||||||
| 45 | 405 SHAWMUT AVENUE | BOSTON | MA | 02118 | $6,133 | Yes (X) |
| DAVIS SQUARE ARCHITECTS | ||||||
| 46 | 240 ELM STREET | SOMERVILLE | MA | 02144 | $5,500 | Yes (X) |
| NANCY LEVY-KONESKY | ||||||
| 47 | 15 OVERLOOK ROAD | NEEDHAM HEIGHTS | MA | 02492 | $5,135 | Yes (X) |
| PARTNERS HEALTHCARE | ||||||
| 48 | 399 REVOLUTION DRIVE | SOMERVILLE | MA | 02145 | $5,100 | Yes (X) |
| AAFCPAS | ||||||
| 49 | 50 WASHINGTON STREET | WESTBOROUGH | MA | 01581 | $5,000 | Yes (X) |
| ALLWAYS HEALTH PARTNERS INC | ||||||
| 50 | 399 REVOLUTION DRIVE | SOMERVILLE | MA | 02145 | $5,000 | Yes (X) |
| BLUE CROSS BLUE SHIELD | ||||||
| 51 | 101 HUNTINGTON AVE 1300 | BOSTON | MA | 02199 | $5,000 | Yes (X) |
| EOS FOUNDATION | ||||||
| 52 | 89 SOUTH STREET | BOSTON | MA | 02111 | $5,000 | Yes (X) |
| HARVARD PILGRIM | ||||||
| 53 | 93 WORCESTER STREET | WELLESLEY | MA | 02481 | $5,000 | Yes (X) |
| JOHN HARRINGTON | ||||||
| 54 | 34 BRIDLE PATH | WESTWOOD | MA | 02492 | $5,000 | Yes (X) |
| MASSHOUSING | ||||||
| 55 | 1 BEACON STREET | BOSTON | MA | 02108 | $5,000 | Yes (X) |
| MGM | ||||||
| 56 | 125 HIGH STREET | BOSTON | MA | 02110 | $5,000 | Yes (X) |
| PETER MUNKENBECK | ||||||
| 57 | 33 SPARKS STREET | CAMBRIDGE | MA | 02138 | $5,000 | Yes (X) |
| STEWARD HEALTH CARE SYSTEM | ||||||
| 58 | 89 A ST | NEEDHAM HEIGHTS | MA | 02494 | $5,000 | Yes (X) |
| SUMMER FUND | ||||||
| 59 | 133 FEDERAL STREET | BOSTON | MA | 02110 | $5,000 | Yes (X) |
| VERIZON FOUNDATION | ||||||
| 60 | 400 BRICKSTONE SQUARE SUITE 601 | ANDOVER | MA | 01810 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $111,260 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $105,198 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,062 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,581,406 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,581,406 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $44,884 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $42,438 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,446 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM AFFILIATES | $431,306 | $0 | $0 |
| PROPERTY UNDER DEVELOPMENT | $6,286,100 | $7,565,193 | $7,565,193 |
| GROUND LEASE AND INTEREST RECEIVABLE | $1,136,258 | $1,171,785 | $1,171,785 |
| CERTIFICATES OF DEPOSIT | $16,295,261 | $13,842,785 | $13,842,785 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| PROVISION AGAINST DUE FROM AFFILIATES | $639,692 |
| BAD DEBT | $18,493 |
| LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT | $21,575 |
| IMPAIRMENT LOSS ON BUILDING | $2,317,559 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EVENTS | $245,210 | $0 | $227,752 | $17,458 |
| FOOD | $59,152 | $0 | $54,940 | $4,212 |
| TELEPHONE AND COMMUNICATIONS | $78,544 | $0 | $72,951 | $5,593 |
| STIPENDS | $49,471 | $0 | $45,948 | $3,523 |
| PROGRAM SUPPLIES | $39,443 | $0 | $36,634 | $2,809 |
| MISCELLANEOUS | $105,157 | $0 | $97,669 | $7,488 |
| OFFICE AND OTHER | $179,916 | $0 | $167,105 | $12,811 |
| EQUIPMENT RENTAL | $25,307 | $0 | $23,505 | $1,802 |
| INTEREST-AMORTIZATION | $39,742 | $0 | $36,912 | $2,830 |
| STAFF TRAINING | $10,278 | $0 | $9,546 | $732 |
| PRINTING AND POSTAGE | $11,910 | $0 | $11,062 | $848 |
| SECURITY AND RESIDENT SERVICES | $175,888 | $0 | $163,364 | $12,524 |
| INFORMATION TECHNOLOGY | $151,387 | $0 | $140,608 | $10,779 |
| INVESTMENT EXPENSE | $359,399 | $359,399 | $359,399 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| RENTAL INCOME | $8,656,067 | $8,656,067 |
| GROUND LEASE INCOME | $1,171,785 | $1,171,785 |
| PARTNERSHIP MANAGEMENT AND DEVELOPER FEES | $493,627 | $493,627 |
| PARENT FEES | $343,969 | $343,969 |
| MISCELLANEOUS | $156,883 | $156,883 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION TO IBA | Desc |
| Amt | $281,320 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $130,108 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTANTS AND CONTRACT LABOR | $411,627 | $0 | $389,199 | $22,428 |
| OTHER PROFESSIONAL FEES | $1,835 | $0 | $1,735 | $100 |
| MANAGEMENT FEES | $254,625 | $0 | $240,751 | $13,874 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $186,048 | $0 | $175,913 | $10,135 |
| REAL ESTATE TAXES | $662,963 | $0 | $626,838 | $36,125 |