PATHFINDER FUND: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PATHFINDER FUND (EIN 34-6536633)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-02
- IRS object ID
- 201913069349100401
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-02T13:02:02-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043348849 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL N ZWANGER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 72 CUSHING ST | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021384583 | 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 | 346536633 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATHFINDER FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATH | BusinessNameControlTxt |
| Phone | 6179055119 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 179 HARVEY STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02140 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAT GOUDVIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6179055119 | PhoneNum |
| Signature | 2019-10-31 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROL ZWANGER | PreparerPersonNm |
| PTIN | P00178603 | PTIN |
| Phone | 6178682899 | PhoneNum |
| Preparation | 2019-11-02 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.96.111.48 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-02 | IPDt |
| IP Tm | 13:02:02 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 28F8E77609E16602BAA08271C91E0AA1380A4825 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 28F8E77609E16602BAA08271C91E0AA1380A4825 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $8,816 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,046 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,046 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6,046 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $9,178 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,178 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,178 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,298 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $272,554 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $87,338 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,347 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,224 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $8,555 | OtherProfFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $349 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $671 | TaxesRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $32 | PrintingAndPubRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $95 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $10,902 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,652 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,314 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,347 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,224 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,167 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $61,265 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,826 | SavAndTempCashInvstEOYAmt |
| US Government Obligations BOY | $58,951 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $73,958 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $534,630 | CorporateStockBOYAmt |
| Corporate Stock EOY | $520,699 | CorporateStockEOYAmt |
| Corporate Bonds BOY | $161,480 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $154,316 | CorporateBondsEOYAmt |
| Other Investments EOY | $9,380 | OtherInvestmentsEOYAmt |
| Total Assets BOY | $825,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $801,179 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $825,493 | RetainedEarningBOYAmt |
| Retained Earning EOY | $801,179 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $825,493 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $801,179 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $825,493 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $801,179 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $825,493 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,314 | ExcessRevenueOverExpensesAmt |
| Subtotal | $801,179 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $801,179 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $113,349 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $965,730 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.117371 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $77,358 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $912,704 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.084757 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $78,380 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $916,590 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.085513 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $73,348 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $925,025 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.079293 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $85,242 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $852,068 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.100041 | DistributionYr5Rt |
| Total Distribution | 0.466975 | TotalDistributionRt |
| Average Distribution | 0.093395 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $989,128 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $92,380 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $153 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $92,533 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $100,750 | 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 | $153 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $153 | SubtotalAmt |
| Tax Based On Investment Income | $153 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $163 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $163 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10 | OverpaymentAmt |
| Applied To ES Tax | $10 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PAT GOUDVIS | IndividualWithBooksNm |
| Phone | 6178681999 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 179 HARVEY ST | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| PAT GOUDVIS | ||||||||
| 179 HARVEY ST | CAMBRIDGE | MA | 02138 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| ANN GOUDVIS | ||||||||
| 210 LIPAN WAY | BOULDER | CO | 80303 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $973,713 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,478 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,004,191 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,004,191 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,063 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $989,128 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,456 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,456 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $153 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $153 | TotalTaxAmt |
| Distributable Before Adj | $49,303 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $49,303 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $49,303 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,750 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $100,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $153 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $100,597 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,303 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $42,955 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,401 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $78,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,007 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $65,364 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $246,227 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,750 | QualifyingDistributionsAmt |
| Applied To Current Year | $49,303 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $51,447 | RemainingDistriFromCorpusAmt |
| Total Corpus | $297,674 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $42,955 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $254,719 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,401 | ExcessFromYear4Amt |
| Excess From Year3 | $78,500 | ExcessFromYear3Amt |
| Excess From Year2 | $32,007 | ExcessFromYear2Amt |
| Excess From Year1 | $65,364 | ExcessFromYear1Amt |
| Excess From Current Year | $51,447 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CENTER FOR JUSTICE & ACCOUNTABILITY | ||||||
| 1 HALLIDIE PLAZA | SAN FRANSISCO | CA | 94102 | PUBLIC | GENERAL | $2,500 |
| FOTOKIDS-FUNDACION DE NINOS ARTISTA | ||||||
| PO BOX 661447 | MIAMI | FL | 33266 | PUBLIC | GENERAL | $25,000 |
| RETHINKING SCHOOLS | ||||||
| 1001 EAST KEEFE AVE | MILWAUKEE | WI | 53212 | PUBLIC | GENERAL | $25,000 |
| NETWORK FOR PUBLIC EDUCATION | ||||||
| PO BOX 150266 | KEW GARDENS | NY | 11415 | PUBLIC | GENERAL | $5,000 |
| CENTER FOR INDEPENDENT DOCUMENTARY | ||||||
| 1300 SOLDIERS FIELD ROD | BOSTON | MA | 02135 | PUBLIC | GENERAL | $2,500 |
| ECOLOGIC DEVELOPMENT FUND | ||||||
| 186 ALEWIFE BROOK PARKWAY | CAMBRIDGE | MA | 02138 | PUBLIC | GENERAL | $5,000 |
| INSTITUTE FOR PEACABLE COMMUNITIES | ||||||
| PO BOX 390-325 | CAMBRIDGE | MA | 02139 | PUBLIC | GENERAL | $250 |
| CARLETON COLLEGE | ||||||
| NORTH COLLEGE ST | NORTHFIELD | MN | 55057 | PUBLIC | GENERAL | $10,000 |
| COMMUNITY LEGAL SERVICES & COUNSEL | ||||||
| 47 THORNDIKE ST | CAMBRIDGE | MA | 02141 | PUBLIC | GENERAL | $10,000 |
| TOXICS ACTION CENTER | ||||||
| 294 WASHINGTON ST | BOSTON | MA | 02108 | PUBLIC | GENERAL | $1,500 |
| CENTER FOR BIOLOGICAL DIVERSITY | ||||||
| PO BOX 710 | TUCSON | AZ | 85702 | PUBLIC | GENERAL | $2,500 |
| AMERICAN FRIENDS SERVICE COMMITTEE | ||||||
| 1501 CHERRY ST | PHILADELPHIA | PA | 19102 | PUBLIC | GENERAL | $2,000 |
| GRASSROOTS INTERENATIONAL | ||||||
| 179 BOYLSTON ST | BOSTON | MA | 02130 | PUBLIC | GENERAL | $2,000 |
| PALO ALTO FRIENDS MEETING | ||||||
| 957 COLORADO AVE | PALO ALTO | CA | 94303 | PUBLIC | EL SALVADOR PROJECTS | $1,500 |
| URBAN PEAK | ||||||
| 2100 STOUT ST | DENVER | CO | 80205 | PUBLIC | GENERAL | $1,500 |
| PLANNED PARENTHOOD | ||||||
| 7155 E 38TH ST | DENVER | CO | 80207 | PUBLIC | GENERAL | $1,500 |
| WINGS GUATEMALA | ||||||
| 1043 GRAND AVE 299 | ST PAUL | MN | 55105 | PUBLIC | VOLCANO RELIEF | $1,000 |
| VAMOS ADELANTE | ||||||
| 41W655 MAIN ST ROAD | EBIRM | IL | 60119 | PUBLIC | VOLCANO RELIEF | $1,000 |
| SEDS OF LOVE | ||||||
| 2461 MOSSWOOD LANE | SANTA CLARA | CA | 95051 | PUBLIC | GUATEMALA | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,046 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,178 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123 | ExclusionAmt |
| Related Or Exempt Function Incm | $63,175 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,347 | ExclusionAmt |
| Related Or Exempt Function Incm | $63,175 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,522 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 Person | PATRICIA GOUDVIS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 179 HARVEY ST | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,816 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 70 SHARES SVB FINANCIAL | $5,902 | 2018-11-13 |
| 1 | 34 SHARES ADOVE | $2,914 | 2018-11-13 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,200 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (40 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| HORACE MANN EDUCATOR | 2017-12 | PURCHASE | 2018-12 | $5,575 | $6,792 | -$1,217 |
| PREMEIR INC | PURCHASE | 2018-06 | $5,983 | $5,852 | $131 | |
| ACUITY BRANDS | PURCHASE | 2018-03 | $7,694 | $9,942 | -$2,248 | |
| ADOBE INC | 2013-11 | PURCHASE | 2018-06 | $5,694 | $1,298 | $4,396 |
| ADOBE INC | 2013-11 | PURCHASE | 2018-12 | $10,785 | $2,653 | $8,132 |
| ASML HOLDINGS | 2015-06 | PURCHASE | 2018-06 | $2,861 | $1,518 | $1,343 |
| AUTODESK INC | 2016-03 | PURCHASE | 2018-12 | $7,355 | $3,119 | $4,236 |
| CERNER CORP | 2013-07 | PURCHASE | 2018-03 | $5,062 | $4,427 | $635 |
| CITRIX SYSTEMS | PURCHASE | 2018-06 | $13,113 | $6,424 | $6,689 | |
| EATON CORP | 2013-07 | PURCHASE | 2018-12 | $3,394 | $2,745 | $649 |
| FOREST CITY REALTY | PURCHASE | 2018-12 | $14,424 | $11,319 | $3,105 | |
| HCP INC REIT | 2016-08 | PURCHASE | 2018-03 | $6,256 | $9,456 | -$3,200 |
| HEXCEL CORP | 2014-09 | PURCHASE | 2018-06 | $2,686 | $1,577 | $1,109 |
| HOLOGIC INC | PURCHASE | 2018-06 | $17,404 | $8,975 | $8,429 | |
| LOGMEIN INC | PURCHASE | 2018-03 | $2,211 | $1,494 | $717 | |
| LULULEMON ATHLETICA | 2017-04 | PURCHASE | 2018-06 | $11,691 | $4,867 | $6,824 |
| MCCORMICK & CO | 2017-02 | PURCHASE | 2018-12 | $1,171 | $784 | $387 |
| MCCORMICK & CO | 2017-04 | PURCHASE | 2018-12 | $4,390 | $3,041 | $1,349 |
| MIDDLEBY CORP | 2013-11 | PURCHASE | 2018-12 | $2,539 | $1,660 | $879 |
| MIDDLEBY CORP | 2017-08 | PURCHASE | 2018-12 | $4,085 | $4,857 | -$772 |
| MSCI INC | 2016-09 | PURCHASE | 2018-06 | $6,975 | $3,510 | $3,465 |
| NOVARTIS AG | 2013-11 | PURCHASE | 2018-03 | $15,145 | $14,996 | $149 |
| NXP SEMICONDUCTORS | 2015-09 | PURCHASE | 2018-03 | $12,725 | $9,547 | $3,178 |
| PAYPAL HOLDINGS | 2015-09 | PURCHASE | 2018-12 | $1,393 | $543 | $850 |
| PAYPAL HOLDINGS | 2016-06 | PURCHASE | 2018-12 | $2,960 | $1,229 | $1,731 |
| SALESFORCE COM | 2014-06 | PURCHASE | 2018-06 | $3,047 | $1,257 | $1,790 |
| SALESFORCE COM | 2014-06 | PURCHASE | 2018-12 | $3,370 | $1,429 | $1,941 |
| SVB FINL GROUP | 2016-03 | PURCHASE | 2018-03 | $2,204 | $907 | $1,297 |
| SVB FINL GROUP | PURCHASE | 2018-06 | $7,206 | $2,293 | $4,913 | |
| SVB FIN GROUP | 2014-10 | PURCHASE | 2018-12 | $13,342 | $7,361 | $5,981 |
| SYMANTEC CORP | 2016-12 | PURCHASE | 2018-04 | $15,121 | $15,286 | -$165 |
| TESLA INC | PURCHASE | 2018-03 | $5,106 | $3,797 | $1,309 | |
| TESLA INC | 2016-03 | PURCHASE | 2018-12 | $3,725 | $2,371 | $1,354 |
| US BANCORP | 2017-02 | PURCHASE | 2018-10 | $20,000 | $20,008 | -$8 |
| UMPQUA HOLDINGS CORP | PURCHASE | 2018-06 | $3,498 | $2,673 | $825 | |
| UNITED NATURAL FOODS | PURCHASE | 2018-12 | $3,226 | $15,786 | -$12,560 | |
| VERSIK ANALYTICS | 2016-12 | PURCHASE | 2018-12 | $2,584 | $1,915 | $669 |
| WABTEC | 2012-11 | PURCHASE | 2018-06 | $8,001 | $3,195 | $4,806 |
| EIGHT POINT THREE ENERGY | 2015-12 | PURCHASE | 2018-03 | $2,363 | $2,634 | -$271 |
| EIGHT POINT THREE ENERGY | PURCHASE | 2018-06 | $6,067 | $5,719 | $348 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| BANK AMER CORP | $19,816 |
| HSBC HLDGS PLC | $5,309 |
| HSBC HOLDINGS 5.1%21 | $10,470 |
| REGENCY CTRS LP GREEN BD | $10,226 |
| SYMANTIEC CORP | |
| DIGITAL REALTY 3.95 | $15,381 |
| COVIDEN INTL | $14,851 |
| US BANCORP 1.95% | |
| MICROSOFT CORP 1.1% | |
| KREDITANSTALT FUR WIED 2% | $9,985 |
| UPS 2.4% | $19,903 |
| CAPITAL IMPACT PRTNR 3.2% | $9,935 |
| MICROSOFT CORP 1.1% | $19,806 |
| STARBUCKS 2.45% | $18,634 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (100 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| AO SMITH 224 SHS | |
| ACUITY BRANDS 57 SHS | |
| ADOBE SYSTEMS 78 SHS | |
| ADOBE SYSTEMS 34 SHRS | $2,914 |
| ALPHABET INC 21 SHRS | $12,243 |
| ALPHABET INC 19 SHS | |
| AMERICAN WATER WORKS 148 SHS | $11,591 |
| AMERICAN WATER WORKS 23 SHS | $2,003 |
| APTIV PLC 90 SHRS | $7,486 |
| ASML HOLDINGS 72 SHS | $7,805 |
| ASML HOLDINGS 86 SHS | |
| AUTODESK INC 128 SHS | |
| AUTODESK INC 73 SHS | $4,139 |
| BECTON DICKINSON 27 SHS | $4,810 |
| BECTON DICKINSON 33 SHS | $7,701 |
| BIOGEN 41 SHS | $13,350 |
| BLACKBAUD 143 SHS | $11,046 |
| BORG WARNER 129 SHS | $4,446 |
| BOSTON PROPERTIES 90 SHRS | $10,785 |
| BRIGHT HORIZON 110 SHS | $8,826 |
| BYD CO LTD 577 SHRS | $6,883 |
| CELGENE CO 80 SHS | $8,703 |
| CELGENE CO 85 SHRS | $7,330 |
| CERNER CORP 89 SHS | |
| CHIPOLTE MEXICAN GRL 16 SHS | $7,084 |
| CHURCH & DWIGHT CO 147 SHS | $7,077 |
| CITRIX SYS 123 SHS | |
| EATON CORP 124SHS | $5,865 |
| EATON CORP 173 SHS | |
| FIRST SOLAR 72 SHS | $4,958 |
| FIRST SOLAR 129 SHRS | $6,828 |
| FOREST CITY 569 SHS | |
| HANNON AN 511 SHS | |
| HANNON ARMSTRONG SUS 776 SHRS | $13,071 |
| HCP 283 SHS | |
| HERCULES CAPITAL 474 SHS | $6,453 |
| HERCULES CAPITAL 509 SHS | $6,482 |
| HEXCEL COR 188SHS | $7,411 |
| HEXCEL CORP 228 SHS | |
| HOLOGIC 441 SHS | |
| HORACE MANN 153 SHS | |
| ILLUMINA INC 20 SHS | |
| ILLUMINA INC 35 SHS | $7,909 |
| INGERSOLL 87SHS | $7,709 |
| INGERSOLL 75 SHS | $6,379 |
| ITRON INC 195 SHS | $11,794 |
| JB HUNT 63 SHS | $4,508 |
| KLONINKLIJKE PHILIPS 296 SHS | $11,112 |
| LOGMEIN 66 SHS | |
| LOGMEIN 91 SHS | $8,753 |
| LULULEMON ATHLETICA 128 SHS | $6,772 |
| LULULEMON ATHLETICA 220 SHS | |
| MASTERCARD 59 SHS | $10,279 |
| MAXIM INTER 130 SHS | $6,984 |
| MAXIM INTER 100 | $6,020 |
| MCCORMICK | |
| MCCORMICK 133 SHS | $13,161 |
| MCSI INC 125 SHS | |
| MERCK & CO 213 SHS | $13,333 |
| MERCK & CO 65 SHS | $6,977 |
| MIDDLEBY CORP 74 SHS | $6,738 |
| MIDDLEBY CORP 90 SHS | |
| MSCI 84 SHS | $7,192 |
| NIKE INC 140 SHS | $8,557 |
| NOVARTIS A G 192 SHS | |
| NXP SEMICONDUCTORS 105 SHS | |
| NXP SEMICONDUCTORS 75 SHS | $5,651 |
| ORMAT TECH 337 SHS | $12,411 |
| ORMAT TECH 206 SHS | |
| OWENS ILLINOIS 707 SHS | $11,352 |
| OWENS ILLINOIS 467SHS | |
| PALO ALTO NETWORKS 69 SHS | $9,999 |
| PAYPAL HOLDINGS 182 SHS | $5,845 |
| PAYPAL HOLDINGS 232 SHS | |
| PREMIER 166 SHS | |
| PROLOGICS 133 SHS | |
| ROYAL BK OF CAN 138 SHS | $11,162 |
| SALESFORCE 133 SHS | |
| SALESFORCE 86 SHS | $4,915 |
| SAP SPONSORED 123 SHS | $11,271 |
| SMITH A O 224 SHS | $8,700 |
| SONOCO PRC 139 SHS | $6,064 |
| STARBUCKS CORP 247 SHS | $6,321 |
| SVB FINANCIAL 61 SHS | $5,902 |
| SVB FINANCIAL 92 SHS | |
| TESLA MOTORS 28 SHS | |
| TPI COMPO 350 SHS | $7,427 |
| THE TRAVERS 132 SHS | |
| TRAVELERS CO 152 SHS | $19,052 |
| UMPQUA H OLDINGS 925 SHS | |
| UMPQUA HOLDINGS 777 SHS | $12,931 |
| UNILEVER 348 SHS | $14,006 |
| UNILEVER 666 SHS | |
| VERISK 59 SHS | $4,913 |
| VERISK 82 SHS | |
| WABTEC 79 SHS | |
| WATERS CORP 58 SHS | $5,881 |
| WEIGHT WATCHERS INTL 165 SHS | $7,263 |
| XYLEM 201 SHS | $8,166 |
| 8POINT3 688 SHS |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $73,958 | USGovtObligationsBookVlEOYAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PROLOGIS INC. 201 UNITS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $9,380 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| $95 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| LEGAL FEES FOR BYLAW CHANGE | $2,282 |
| INVESTMENT FEES | $6,273 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $671 | Amt |