THE HYAMS FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE HYAMS FOUNDATION INC (EIN 04-6013680)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201823199349102132
- Schema version
- 2017v2.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees 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 | 2018-11-15T09:29:08-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770275132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046013680 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hyams Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HYAM | BusinessNameControlTxt |
| Phone | 6174265600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Federal Street 9th Floor | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jocelyn Sargent | PersonNm |
| Person Title | Executive Dir. | PersonTitleTxt |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jody Blazek | PreparerPersonNm |
| PTIN | P00072674 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $146,116,615 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,073 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,073 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $800,616 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $800,616 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,448,135 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,110,147 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,433,544 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,560,569 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,533,382 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,811,393 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,769,615 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $374,178 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $57,451 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $316,727 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $759,420 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $64,427 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $694,993 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $308,838 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $33,204 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $275,634 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,561 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $11,561 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,351 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $31,568 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,783 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $831,972 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $425,735 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $403,730 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $53,401 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $188,086 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,523 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $180,563 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $160,927 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,896 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $154,489 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,467 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $99 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,368 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $973,263 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $803,619 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $94,994 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,708,464 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,429,522 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,146,842 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,540,590 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,170,590 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,249,054 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,429,522 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,317,432 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,437,661 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,340,093 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $177,041 | CashBOYAmt |
| Cash EOY | $212,126 | CashEOYAmt |
| Cash EOYFMV | $212,126 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,991,503 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,414,617 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,414,617 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $103,369 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $58,244 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $104,559 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $104,559 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $22,884,893 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,655,171 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,655,171 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $16,194,714 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,193,822 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $20,193,822 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $88,392,260 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $93,562,805 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $93,562,805 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $253,888 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $253,888 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $3,789,884 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,973,515 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,973,515 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $133,591,908 | TotalAssetsBOYAmt |
| Total Assets EOY | $146,116,615 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $146,116,615 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $21,346 | AccountsPayableBOYAmt |
| Grants Payable BOY | $915,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,285,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $44,993 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $439,306 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $981,339 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,724,306 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $24,651,592 | UnrestrictedBOYAmt |
| Unrestricted EOY | $25,963,727 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $29,521,788 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $39,991,393 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $78,437,189 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $78,437,189 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $132,610,569 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $144,392,309 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $133,591,908 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $146,116,615 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $132,610,569 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,437,661 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,716,952 | OtherIncreasesAmt |
| Subtotal | $144,889,860 | SubtotalAmt |
| Other Decreases | $497,551 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $144,392,309 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Capital gain distributions | $318,115 | $318,115 | $318,115 | ||||
| Hoplite Offshore Fund Ltd | $1,921,331 | $73,509 | $73,509 | P | 2017-01-01 | 2017-01-01 | $1,847,822 |
| Mondrian Global Fixed Income Fund LP | $4,292,469 | $320,760 | $320,760 | P | 2017-01-01 | 2017-01-01 | $3,971,709 |
| Passthrough K-1 capital gain | $3,519,973 | $3,519,973 | $3,519,973 | ||||
| Publicly traded securities | $5,677,869 | $265,358 | $265,358 | $5,412,511 | |||
| Signpost Capital Fund Ltd | $1,380,390 | -$64,171 | -$64,171 | P | 2017-01-01 | 2017-01-01 | $1,444,561 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,433,544 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,714,897 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $128,401,448 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05230 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,826,088 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $137,026,292 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04982 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,653,452 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $141,158,828 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04714 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,853,046 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $141,544,328 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04842 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,783,057 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $127,418,798 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05323 | DistributionYr5Rt |
| Total Distribution | 0.250897 | TotalDistributionRt |
| Average Distribution | 0.050179 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $136,162,027 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,832,474 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $53,401 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,885,875 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,317,432 | 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 | $53,401 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $53,401 | SubtotalAmt |
| Tax Based On Investment Income | $53,401 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $80,645 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $80,645 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $27,244 | OverpaymentAmt |
| Applied To ES Tax | $27,244 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| 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 | www.hyamsfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jocelyn Sargent | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174265600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Federal Street 9th Floor | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Martella Wilson-Taylor | |||||||
| 50 Federal Street 9th Fl | Boston | MA | 02110 | Chair | 5.00 | $25,000 | |
| Willma Davis | |||||||
| 50 Federal Street 9th Fl | Boston | MA | 02110 | Treasurer | 2.00 | $14,500 | |
| Iris Gomez | |||||||
| 50 Federal Street 9th Fl | Boston | MA | 02110 | Clerk | 2.00 | $14,500 | |
| Penn Loh | |||||||
| 50 Federal Street 9th Fl | Boston | MA | 02110 | Asst Clerk | 2.00 | $14,500 | |
| Julie Goodridge | |||||||
| 50 Federal Street 9th Fl | Boston | MA | 02110 | Trustee | 2.00 | $4,833 | |
| Lucas H Guerra | |||||||
| 50 Federal Street 9th Fl | Boston | MA | 02110 | Trustee | 2.00 | $14,500 | |
| Rahsaan Hall | |||||||
| 50 Federal Street 9th Fl | Boston | MA | 02110 | Trustee | 2.00 | $14,500 | |
| Karen L Mapp | |||||||
| 50 Federal Street 9th Fl | Boston | MA | 02110 | Trustee | 2.00 | $14,500 | |
| Lily Mendez-Morgan | |||||||
| 50 Federal Street 9th Fl | Boston | MA | 02110 | Trustee | 2.00 | $14,500 | |
| Omar Simmons | |||||||
| 50 Federal Street 9th Fl | Boston | MA | 02110 | Trustee | 2.00 | $14,500 | |
| Jocelyn Sargent | |||||||
| 50 Federal Street 9th Fl | Boston | MA | 02110 | Executive Dir. | 40.00 | $228,345 | $44,542 |
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 |
|---|---|---|---|---|---|---|---|
| Mark Paley | |||||||
| 50 Federal St 9th Fl | Boston | MA | 02110 | Dir of Adm/Fin | 40.00 | $190,438 | $40,000 |
| David Moy | |||||||
| 50 Federal St 9th Fl | Boston | MA | 02110 | Dir of Prog | 40.00 | $112,050 | $31,921 |
| Angela Jones | |||||||
| 50 Federal St 9th Fl | Boston | MA | 02110 | Prog Officer | 40.00 | $103,410 | $27,741 |
| Maria Mulkeen | |||||||
| 50 Federal St 9th Fl | Boston | MA | 02110 | Prog Officer | 40.00 | $93,170 | $17,083 |
| Nahir Torres | |||||||
| 50 Federal St 9th Fl | Boston | MA | 02110 | Prog Officer | 40.00 | $90,617 | $16,752 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Cambridge Associates | |||||
| 125 High Street | Boston | MA | 02110 | Investmt consulting | $199,175 |
| Vision & Ink | |||||
| 741 56th Street | Oakland | CA | 94609 | Organizational cnslt | $80,719 |
| Isaacson Miller | |||||
| 263 Summer Street 7th Floor | Boston | MA | 02210 | Search consulting | $79,380 |
| Somerset Small Mid Cap EM All Country Fund | |||||
| 2711 Centerville Road Ste 400 | Wilmington | DE | 19808 | Investment mgmt | $69,581 |
| Sanderson International Value Fund | |||||
| 250 South Wacker Drive | Chicago | IL | 60606 | Investment mgmt | $91,500 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $42,696,595 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,621,353 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $90,917,612 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $138,235,560 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $138,235,560 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,073,533 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $136,162,027 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,808,101 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,808,101 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $53,401 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $53,401 | TotalTaxAmt |
| Distributable Before Adj | $6,754,700 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $15,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,769,700 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,769,700 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,317,432 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,317,432 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $53,401 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,264,031 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,769,700 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $600,661 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $100,780 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $340,413 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,041,854 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,317,432 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,769,700 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $547,732 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,589,586 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $600,661 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $988,925 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $100,780 | ExcessFromYear2Amt |
| Excess From Year1 | $340,413 | ExcessFromYear1Amt |
| Excess From Current Year | $547,732 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Jocelyn Sargent Executive Director | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Federal Street 9th Floor | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174265600 | RecipientPhoneNum |
| Form And Info And Materials | See www.hyamsfoundation.org/apply/applyonline.aspx for information regarding grant applications. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | There are no deadlines. | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Foundation does not make grants to individuals, educational institutions for their standard educational or capital programs, municipal, state or federal agencies, hospitals and health center capital campaigns, religious organizations for sectarian religious purposes (although the Foundation will consider proposals for social ministry and/or community organizing programs of faith-based organizations), curriculum development, video and film production, scholarships, and conferences (unless related to grantees' core work), or to capital campaigns. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (132 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Abekam Inc | |||||||
| 45 Elmore St | Roxbury | MA | 02119 | N/A | PC | General support | $5,000 |
| American Civil Liberties Union Fd o | |||||||
| 211 Congress St 3rd Fl | Boston | MA | 02110 | N/A | PC | General support | $10,000 |
| Asian American Resource Workshop In | |||||||
| 42 Charles St D | Dorchester | MA | 02122 | N/A | PC | Community identified issues | $30,000 |
| Association of Black Foundation Exe | |||||||
| 333 Seventh Ave 14th Fl | New York | NY | 10001 | N/A | PC | General support | $30,000 |
| Bend the Arc | |||||||
| 330 7th Ave | New York | NY | 10001 | N/A | PC | Community identified issues | $45,000 |
| Bikes Not Bombs | |||||||
| 284 Amory St | Jamaica Plain | MA | 02130 | N/A | PC | Community identified issues | $35,000 |
| Boston Affordable Housing Coalition | |||||||
| 42 Seaverns Ave | Jamaica Plain | MA | 02130 | N/A | PC | Important racial justice issues | $50,000 |
| Boston Alliance of Gay and Lesbian | |||||||
| 14 Beacon St 3rd Fl | Boston | MA | 02108 | N/A | PC | Important racial justice issues | $35,000 |
| Boston Education Development Founda | |||||||
| 7 Palmer St 2nd Fl | Roxbury | MA | 02119 | N/A | PC | General support | $1,000 |
| Boston Private Industry Council Inc | |||||||
| 2 Oliver St | Boston | MA | 02109 | N/A | PC | Important racial justice issues | $30,000 |
| Boston Private Industry Council Inc | |||||||
| 2 Oliver St | Boston | MA | 02109 | N/A | PC | Important racial justice issues | $65,000 |
| Boston Tenant Coalition Inc | |||||||
| 14 Beacon St | Boston | MA | 02108 | N/A | PC | Important racial justice issues | $55,000 |
| Brazilian Womens Group Inc | |||||||
| 697 Cambridge St 106 | Brighton | MA | 02135 | N/A | PC | General support | $40,000 |
| Brazilian Worker Center Inc | |||||||
| 14 Harvard Ave 2nd Fl | Allston | MA | 02134 | N/A | PC | Community identified issues | $45,000 |
| Cambridge Community Foundation | |||||||
| 99 Bishop Allen Dr | Cambridge | MA | 02139 | N/A | PC | General support | $2,500 |
| Center for Assessment and Policy De | |||||||
| 1622 Riverside Dr | Trenton | NJ | 08618 | N/A | PC | Racial justice policy | $50,000 |
| Center for Labor Education Research | |||||||
| 375 Centre St | Jamaica Plain | MA | 02130 | N/A | PC | Community identified issues | $50,000 |
| Center for Labor Education Research | |||||||
| 375 Centre St | Jamaica Plain | MA | 02130 | N/A | PC | Community identified issues | $45,000 |
| Center for Labor Education Research | |||||||
| 375 Centre St | Jamaica Plain | MA | 02130 | N/A | PC | General support | $35,000 |
| Center for Teen Empowerment Inc | |||||||
| 384 Warrent St 3rd Fl | Boston | MA | 02119 | N/A | PC | Important racial justice issues | $55,000 |
| Chelsea Collaborative Inc | |||||||
| 318 BRdway | Chelsea | MA | 02150 | N/A | PC | Important racial justice issues | $50,000 |
| Chelsea Collaborative Inc | |||||||
| 318 BRdway | Chelsea | MA | 02150 | N/A | PC | Important racial justice issues | $50,000 |
| Chinese Progressive Association | |||||||
| 28 Ash St | Boston | MA | 02111 | N/A | PC | Community identified issues | $50,000 |
| Chinese Progressive Association | |||||||
| 28 Ash St | Boston | MA | 02111 | N/A | PC | Important racial justice issues | $95,000 |
| Chinese Progressive Association | |||||||
| 28 Ash St | Boston | MA | 02111 | N/A | PC | Important racial justice issues | $75,000 |
| Chinese Progressive Association | |||||||
| 28 Ash St | Boston | MA | 02111 | N/A | PC | General support | $5,000 |
| Citizens for Juvenile Justice | |||||||
| 44 School St 400 | Boston | MA | 02108 | N/A | PC | Important racial justice issues | $60,000 |
| Citizens Housing and Planning Assoc | |||||||
| 18 Tremont St 401 | Boston | MA | 02108 | N/A | PC | General support | $1,000 |
| Civic Engagement Initiative | |||||||
| 41 West St 700 | Boston | MA | 02111 | N/A | PC | Community identified issues | $150,000 |
| Common Counsel Foundation | |||||||
| 1624 Franklin St 1022 | Oakland | CA | 94612 | N/A | PC | General support | $50,000 |
| CommonWealth Kitchen | |||||||
| 196 Quincy St | Dorchester | MA | 02121 | N/A | PC | Important racial justice issues | $50,000 |
| Community Labor United Inc | |||||||
| 6 Beacon St 910 | Boston | MA | 02108 | N/A | PC | Community identified issues | $40,000 |
| Community Labor United Inc | |||||||
| 6 Beacon St 910 | Boston | MA | 02108 | N/A | PC | Important racial justice issues | $45,000 |
| Community Labor United Inc | |||||||
| 6 Beacon St 910 | Boston | MA | 02108 | N/A | PC | Important racial justice issues | $75,000 |
| Community Labor United Inc | |||||||
| 6 Beacon St 910 | Boston | MA | 02108 | N/A | PC | Important racial justice issues | $50,000 |
| Community Labor United Inc | |||||||
| 6 Beacon St 910 | Boston | MA | 02108 | N/A | PC | General support | $45,000 |
| Congregacion Leon De Juda | |||||||
| 68 Northampton St | Boston | MA | 02118 | N/A | PC | Community identified issues | $30,000 |
| Council on Foundations | |||||||
| 2121 Crystal Dr 700 | Arlington | VA | 22202 | N/A | PC | General support | $21,100 |
| Drum Desis Rising Up and Moving Inc | |||||||
| 72-18 Roosevelt Ave | Jackson Heights | NY | 11372 | N/A | PC | Racial justice policy | $2,500 |
| Dudley Street Neighborhood Initiati | |||||||
| 550 Dudley St | Roxbury | MA | 02119 | N/A | PC | Important racial justice issues | $60,000 |
| English for New Bostonians | |||||||
| 105 Chauncy St 4th Fl | Boston | MA | 02111 | N/A | PC | Racial justice policy | $10,000 |
| Fenway Community Development Corp | |||||||
| 70 Burbank St | Boston | MA | 02115 | N/A | PC | Important racial justice issues | $50,000 |
| Foundation Financial Officers Group | |||||||
| 19 Mantua Rd | Mt Royal | NJ | 08061 | N/A | PC | General support | $1,550 |
| Four Corners Action Coalition Inc | |||||||
| 367 Washington St | Dorchester | MA | 02124 | N/A | PC | Important racial justice issues | $60,000 |
| Four Corners Action Coalition Inc | |||||||
| 367 Washington St | Dorchester | MA | 02124 | N/A | PC | Important racial justice issues | $65,000 |
| Friends of St Stephen's Youth Progr | |||||||
| 419 Shawmut Ave | Boston | MA | 02118 | N/A | PC | Community identified issues | $30,000 |
| FSG Inc | |||||||
| 500 Boylston St 600 | Boston | MA | 02116 | N/A | PC | General support | $10,000 |
| Grantmakers for Education | |||||||
| 720 SW Washington St 605 | Portland | OR | 97205 | N/A | PC | General support | $25,000 |
| Grantmakers for Effective Organizat | |||||||
| 1725 DeSales St NW 404 | Washington | DC | 20036 | N/A | PC | General support | $3,190 |
| Greater Boston Interfaith Organizat | |||||||
| PO Box 190892 | Roxbury | MA | 02119 | N/A | PC | Community identified issues | $60,000 |
| GreenRoots Inc | |||||||
| 227 Marginal St 1 | Chelsea | MA | 02150 | N/A | PC | Community identified issues | $50,000 |
| Haymarket Peoples Fund Inc | |||||||
| 42 Seaverns Ave | Jamaica Plain | MA | 02130 | N/A | PC | General support | $10,000 |
| Homes for Families Inc | |||||||
| 43 Bowdoin St A | Boston | MA | 02114 | N/A | PC | Community identified issues | $50,000 |
| Hyde Square Task Force Inc | |||||||
| 30 Sunnyside St | Jamaica Plain | MA | 02130 | N/A | PC | Community identified issues | $50,000 |
| Jamaica Plain Neighborhood Developm | |||||||
| 31 Germania St | Jamaica Plain | MA | 02130 | N/A | PC | General support | $5,000 |
| Jewish Alliance for Law Social Acti | |||||||
| 18 Tremont St | Boston | MA | 02108 | N/A | PC | General support | $10,000 |
| Jewish Alliance for Law Social Acti | |||||||
| 18 Tremont St | Boston | MA | 02108 | N/A | PC | General support | $5,000 |
| John F Kennedy Library Foundation I | |||||||
| Columbia Point | Boston | MA | 02125 | N/A | PC | Racial justice policy | $75,000 |
| Justice at Work Inc | |||||||
| 192 South St 400 | Boston | MA | 02111 | N/A | PC | Important racial justice issues | $35,000 |
| Lawyers' Committee for Civil Rights | |||||||
| 61 Batterymarch St 5th Fl | Boston | MA | 02110 | N/A | PC | General support | $10,000 |
| Local Initiatives Support Corporati | |||||||
| 75 Kneeland St 1102 | Boston | MA | 02111 | N/A | PC | Community identified issues | $25,000 |
| Mass Communities Action Network | |||||||
| 14 Cushing Ave | Dorchester | MA | 02125 | N/A | PC | Important racial justice issues | $50,000 |
| Mass Communities Action Network | |||||||
| 14 Cushing Ave | Dorchester | MA | 02125 | N/A | PC | Important racial justice issues | $60,000 |
| Massachusetts Advocates for Childre | |||||||
| 25 Kingston St 2nd Fl | Boston | MA | 02111 | N/A | PC | Important racial justice issues | $45,000 |
| Massachusetts Affordable Housing | |||||||
| 1803 Dorchester Ave | Dorchester | MA | 02124 | N/A | PC | Important racial justice issues | $80,000 |
| Massachusetts Association of Comm D | |||||||
| 15 Court Square 600 | Boston | MA | 02108 | N/A | PC | Important racial justice issues | $60,000 |
| Massachusetts Association of Comm D | |||||||
| 15 Court Square 600 | Boston | MA | 02108 | N/A | PC | General support | $5,000 |
| Massachusetts Budget and Policy Cen | |||||||
| 15 Court Square 700 | Boston | MA | 02108 | N/A | PC | Important racial justice issues | $50,000 |
| Massachusetts Coalition for Occupat | |||||||
| 1532B Dorchester Ave | Boston | MA | 02122 | N/A | PC | Important racial justice issues | $65,000 |
| Massachusetts Coalition for Occupat | |||||||
| 1532B Dorchester Ave | Boston | MA | 02122 | N/A | PC | Important racial justice issues | $65,000 |
| Massachusetts Immigrant Refugee Adv | |||||||
| 105 Chauncy St 901 | Boston | MA | 02111 | N/A | PC | Important racial justice issues | $75,000 |
| Massachusetts Immigrant Refugee Adv | |||||||
| 105 Chauncy St 901 | Boston | MA | 02111 | N/A | PC | General support | $5,000 |
| Massachusetts Institute of Technolo | |||||||
| 77 Massachusetts Ave | Cambridge | MA | 02139 | N/A | PC | Racial justice policy | $25,000 |
| Massachusetts Law Reform Institute | |||||||
| 40 Court St 800 | Boston | MA | 02108 | N/A | PC | Important racial justice issues | $50,000 |
| Massachusetts Law Reform Institute | |||||||
| 40 Court St 800 | Boston | MA | 02108 | N/A | PC | General support | $1,000 |
| Massachusetts Legal Assistance Corp | |||||||
| 18 Tremont St 1010 | Boston | MA | 02108 | N/A | PC | Community identified issues | $100,000 |
| Massachusetts Nonprofit Network | |||||||
| 89 South St 603 | Boston | MA | 02111 | N/A | PC | General support | $300 |
| Massachusetts Senior Action Council | |||||||
| 108 Myrtle St 112 | Quincy | MA | 02171 | N/A | PC | Community identified issues | $60,000 |
| Massachusetts Voter Education Netwo | |||||||
| 41 West St 700 | Boston | MA | 02111 | N/A | PC | Community identified issues | $50,000 |
| Museum of African American History | |||||||
| 14 Beacon St 401 | Boston | MA | 02108 | N/A | PC | General support | $50,000 |
| Muslim Justice League | |||||||
| 51 Melcher St | Boston | MA | 02210 | N/A | PC | Community identified issues | $30,000 |
| National Committee for Responsive P | |||||||
| 1900 L St NW 825 | Washington | DC | 20036 | N/A | PC | Racial justice policy | $25,000 |
| National Lawyers Guild Inc | |||||||
| 14 Beacon St 407 | Boston | MA | 02108 | N/A | PC | General support | $450 |
| NEO Philanthropy Inc | |||||||
| 45 W 36th St 6th Fl | New York | NY | 10018 | N/A | PC | General support | $4,000 |
| New Venture Fund | |||||||
| 1201 Connecticut Ave NW 300 | Washington | DC | 20036 | N/A | PC | Important racial justice issues | $50,000 |
| Norman B Leventhal Map Center | |||||||
| 700 Boylston St | Boston | MA | 02116 | N/A | PC | Racial justice policy | $20,000 |
| PEAK Grantmaking -fka Grant Mgrs Ne | |||||||
| 1666 K St NW 440 | Washington | DC | 20006 | N/A | PC | General support | $3,000 |
| Philanthropy Massachusetts | |||||||
| 133 Federal St 802 | Boston | MA | 02110 | N/A | PC | General support | $1,500 |
| Philanthropy Massachusetts | |||||||
| 133 Federal St 802 | Boston | MA | 02110 | N/A | PC | Racial justice policy | $20,000 |
| Philanthropy Massachusetts | |||||||
| 133 Federal St 802 | Boston | MA | 02110 | N/A | PC | General support | $25,000 |
| Political Research Associates | |||||||
| 1310 BRdway 201 | Somerville | MA | 02114 | N/A | PC | Important racial justice issues | $50,000 |
| Press Pass TV | |||||||
| 22 Warren St | Boston | MA | 02119 | N/A | PC | Community identified issues | $30,000 |
| Project RIGHT Inc | |||||||
| 320A Blue Hill Ave | Boston | MA | 02121 | N/A | PC | Community identified issues | $50,000 |
| Proteus Fund | |||||||
| 15 Research Dr B | Amherst | MA | 01002 | N/A | PC | Community identified issues | $25,000 |
| Proteus Fund | |||||||
| 15 Research Dr B | Amherst | MA | 01002 | N/A | PC | General support | $64,000 |
| Rennie Center for Education Researc | |||||||
| 131 Mount Auburn St | Cambridge | MA | 02138 | N/A | PC | Important racial justice issues | $65,000 |
| Restaurant Opportunities Centers Un | |||||||
| 275 Seventh Ave 1703 | New York | NY | 10001 | N/A | PC | Important racial justice issues | $40,000 |
| Right to the City Alliance | |||||||
| 388 Atlantic Ave 2nd Fl | Brooklyn | NY | 11217 | N/A | PC | Important racial justice issues | $50,000 |
| ROCA Inc | |||||||
| 101 Park St | Chelsea | MA | 02150 | N/A | PC | General support | $25,000 |
| Rockefeller Philanthropy Advisors | |||||||
| 6 West 48th St 10th Fl | New York | NY | 10036 | N/A | PC | General support | $25,000 |
| Social Innovation Forum | |||||||
| One Congress St 113 | Boston | MA | 02114 | N/A | PC | General support | $30,000 |
| Sociedad Latina Inc | |||||||
| 1530 Tremont St | Roxbury | MA | 02120 | N/A | PC | Important racial justice issues | $50,000 |
| Solidago Foundation | |||||||
| 150 Main St 24 | Northampton | MA | 01060 | N/A | PC | Important racial justice issues | $75,000 |
| Solidago Foundation | |||||||
| 150 Main St 24 | Northampton | MA | 01060 | N/A | PC | Racial justice policy | $10,000 |
| Spontaneous Celebrations Inc | |||||||
| 45 Danforth St | Jamaica Plain | MA | 02130 | N/A | PC | Community identified issues | $40,000 |
| The Aspen Institute | |||||||
| One Dupont Circle NW 700 | Washington | DC | 20036 | N/A | PC | Racial justice policy | $30,000 |
| The Aspen Institute | |||||||
| One Dupont Circle NW 700 | Washington | DC | 20036 | N/A | PC | General support | $22,000 |
| The City School | |||||||
| 614 Columbia Rd | Dorchester | MA | 02125 | N/A | PC | Community identified issues | $30,000 |
| The City School | |||||||
| 614 Columbia Rd | Dorchester | MA | 02125 | N/A | PC | Community identified issues | $65,000 |
| The City School | |||||||
| 614 Columbia Rd | Dorchester | MA | 02125 | N/A | PC | Important racial justice issues | $60,000 |
| The City School | |||||||
| 614 Columbia Rd | Dorchester | MA | 02125 | N/A | PC | Racial justice policy | $23,000 |
| The Lenny Zakim Fund | |||||||
| 33 Arch St 26th Fl | Boston | MA | 02110 | N/A | PC | General support | $50,000 |
| The Partnership Inc | |||||||
| 155 Seaport Boulevard 13th Fl | Boston | MA | 02210 | N/A | PC | General support | $5,000 |
| The Schott Foundation for Public Ed | |||||||
| 675 Massachusetts Ave 8th Fl | Cambridge | MA | 02139 | N/A | PC | Important racial justice issues | $25,000 |
| The Schott Foundation for Public Ed | |||||||
| 675 Massachusetts Ave 8th Fl | Cambridge | MA | 02139 | N/A | PC | Racial justice policy | $5,000 |
| Third Sector New England Inc | |||||||
| 89 South St 700 | Boston | MA | 02111 | N/A | PC | Community identified issues | $35,000 |
| Third Sector New England Inc | |||||||
| 89 South St 700 | Boston | MA | 02111 | N/A | PC | Community identified issues | $60,000 |
| Third Sector New England Inc | |||||||
| 89 South St 700 | Boston | MA | 02111 | N/A | PC | Community identified issues | $80,000 |
| Third Sector New England Inc | |||||||
| 89 South St 700 | Boston | MA | 02111 | N/A | PC | Important racial justice issues | $60,000 |
| Third Sector New England Inc | |||||||
| 89 South St 700 | Boston | MA | 02111 | N/A | PC | Important racial justice issues | $50,000 |
| Third Sector New England Inc | |||||||
| 89 South St 700 | Boston | MA | 02111 | N/A | PC | Racial justice policy | $20,000 |
| Union of Minority Neighborhoods Inc | |||||||
| 42 Seaverns Ave | Jamaica Plain | MA | 02130 | N/A | PC | Community identified issues | $40,000 |
| United Negro College Fund Inc | |||||||
| 321 Columbus Ave | Boston | MA | 02116 | N/A | PC | General support | $5,000 |
| University of Massachusetts | |||||||
| 100 Morrissey Boulevard | Boston | MA | 02125 | N/A | GOV | General support | $3,000 |
| Urban Revival Inc | |||||||
| 284 Amory St 1st Fl | Jamaica Plain | MA | 02130 | N/A | PC | Important racial justice issues | $100,000 |
| Urban Revival Inc | |||||||
| 284 Amory St 1st Fl | Jamaica Plain | MA | 02130 | N/A | PC | Important racial justice issues | $100,000 |
| Urban Revival Inc | |||||||
| 284 Amory St 1st Fl | Jamaica Plain | MA | 02130 | N/A | PC | Important racial justice issues | $40,000 |
| UTEC Inc | |||||||
| 15 Warren St No 3 | Lowell | MA | 01852 | N/A | PC | Important racial justice issues | $65,000 |
| Wheelock College | |||||||
| 200 The Riverway | Boston | MA | 02215 | N/A | PC | Community identified issues | $98,000 |
| Wheelock College | |||||||
| 200 The Riverway | Boston | MA | 02215 | N/A | PC | General support | $34,000 |
| Women's Institute for Housing and E | |||||||
| 15 Court Square 210 | Boston | MA | 02108 | N/A | PC | General support | $1,000 |
| YouthBuild USA Inc | |||||||
| 58 Day St | Somerville | MA | 02144 | N/A | PC | Racial justice policy | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,170,590 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Bikes Not Bombs | |||||||
| 284 Amory St | Jamaica Plain | MA | 02130 | N/A | PC | Community identified issues | $35,000 |
| Chelsea Collaborative Inc | |||||||
| 318 BRdway | Chelsea | MA | 02150 | N/A | PC | Important racial justice issues | $50,000 |
| Chelsea Collaborative Inc | |||||||
| 318 BRdway | Chelsea | MA | 02150 | N/A | PC | Important racial justice issues | $50,000 |
| CommonWealth Kitchen | |||||||
| 196 Quincy St | Dorchester | MA | 02121 | N/A | PC | Important racial justice issues | $50,000 |
| Community Labor United Inc | |||||||
| 6 Beacon St 910 | Boston | MA | 02108 | N/A | PC | Important racial justice issues | $75,000 |
| Community Labor United Inc | |||||||
| 6 Beacon St 910 | Boston | MA | 02108 | N/A | PC | Important racial justice issues | $50,000 |
| Hyde Square Task Force Inc | |||||||
| 30 Sunnyside St | Jamaica Plain | MA | 02130 | N/A | PC | Community identified issues | $50,000 |
| Mass Communities Action Network | |||||||
| 14 Cushing Ave | Dorchester | MA | 02125 | N/A | PC | Important racial justice issues | $60,000 |
| Mass Communities Action Network | |||||||
| 14 Cushing Ave | Dorchester | MA | 02125 | N/A | PC | Important racial justice issues | $50,000 |
| Massachusetts Budget and Policy Cen | |||||||
| 15 Court Square 700 | Boston | MA | 02108 | N/A | PC | Important racial justice issues | $50,000 |
| Massachusetts Immigrant Refugee Adv | |||||||
| 105 Chauncy St 901 | Boston | MA | 02111 | N/A | PC | Important racial justice issues | $75,000 |
| Massachusetts Legal Assistance Corp | |||||||
| 18 Tremont St 1010 | Boston | MA | 02108 | N/A | PC | Community identified issues | $100,000 |
| Muslim Justice League | |||||||
| 51 Melcher St | Boston | MA | 02210 | N/A | PC | Community identified issues | $30,000 |
| New Venture Fund | |||||||
| 1201 Connecticut Ave NW 300 | Washington | DC | 20036 | N/A | PC | Important racial justice issues | $50,000 |
| Philanthropy Massachusetts | |||||||
| 133 Federal St 802 | Boston | MA | 02110 | N/A | PC | Racial justice policy | $20,000 |
| Proteus Fund | |||||||
| 15 Research Dr B | Amherst | MA | 01002 | N/A | PC | Community identified issues | $25,000 |
| Solidago Foundation | |||||||
| 150 Main St 24 | Northampton | MA | 01060 | N/A | PC | Important racial justice issues | $75,000 |
| The City School | |||||||
| 614 Columbia Rd | Dorchester | MA | 02125 | N/A | PC | Important racial justice issues | $60,000 |
| Third Sector New England Inc | |||||||
| 89 South St 700 | Boston | MA | 02111 | N/A | PC | Community identified issues | $80,000 |
| Third Sector New England Inc | |||||||
| 89 South St 700 | Boston | MA | 02111 | N/A | PC | Community identified issues | $60,000 |
| Third Sector New England Inc | |||||||
| 89 South St 700 | Boston | MA | 02111 | N/A | PC | Important racial justice issues | $50,000 |
| Urban Revival Inc | |||||||
| 284 Amory St 1st Fl | Jamaica Plain | MA | 02130 | N/A | PC | Important racial justice issues | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,245,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,073 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $800,616 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $14,591 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,433,544 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|---|
| Interest from PRI/MRI | $37,087 | ||||
| IRC 965(a) K-1 income | 14 | $9,573 | |||
| Partnership income | 14 | $1,474,532 | 525990 | $25,278 | |
| Sec. litigation/other | 1 | $14,099 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $39,869 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,734,437 | ExclusionAmt |
| Related Or Exempt Function Incm | $37,087 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,811,393 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | Interest earned from loans to low-income housing development projects which further the Foundation's mission of increasing economic, racial and social justice and power within low-income communities in Boston and Chelsea, Massachusetts. | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Audit of financial statements | $24,312 | $17,018 | $0 | $7,294 |
| Bookkeeping for investments | $10,149 | $8,627 | $0 | $1,522 |
| Tax compliance | $9,890 | $5,923 | $0 | $2,967 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 236744 shs Community Reinv Act Q Inv Fd | $2,492,917 | $2,492,917 |
| 224496 shs DoubleLine Total Ret Bond Fd | $2,386,390 | $2,386,390 |
| 792496 shs Vanguard I-T Invest-Gr Adm | $7,726,835 | $7,726,835 |
| 685427 shs Vanguard Inter-Term Tr Adm | $7,587,680 | $7,587,680 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 235 shs 3M Co | $55,312 | $55,312 |
| 2310 shs 8Point3 Energy Partners LP | $35,135 | $35,135 |
| 250 shs Advance Auto Parts Inc | $24,923 | $24,923 |
| 415 shs Albemarle Corp | $53,074 | $53,074 |
| 140 shs Alphabet Inc Cl C | $146,495 | $146,495 |
| 385 shs American Water Works Co Inc | $35,224 | $35,224 |
| 485 shs Analog Devices Inc | $43,180 | $43,180 |
| 37029 shs Ariel Fund Inst Class | $2,592,416 | $2,592,416 |
| 240 shs Aon Plc | $32,160 | $32,160 |
| 1240 shs Apple Inc | $209,844 | $209,844 |
| 1100 shs Applied Materials Inc | $56,232 | $56,232 |
| 375 shs Aptar Group Inc | $32,355 | $32,355 |
| 845 shs Avangrid Inc | $42,740 | $42,740 |
| 690 shs Baxter International Inc | $44,602 | $44,602 |
| 190 shs Biogen Inc | $60,528 | $60,528 |
| 670 shs Bristol Myers Squibb Co | $41,058 | $41,058 |
| 440 shs Carlisle Cos Inc | $50,006 | $50,006 |
| 283542 shs Causeway Emerging Markets Ins | $4,017,792 | $4,017,792 |
| 515 shs Check Point Software Tech Ltd | $53,364 | $53,364 |
| 65 shs Chipotle Mexican Grill Inc | $18,787 | $18,787 |
| 520 shs Cimarex Energy Co | $63,445 | $63,445 |
| 320 shs CME Group Inc | $46,736 | $46,736 |
| 445 shs Cognizant Tech Solutions Cl A | $31,604 | $31,604 |
| 625 shs Colgate Palmolive Co | $47,156 | $47,156 |
| 245 shs Costco Whsl Corp | $45,599 | $45,599 |
| 490 shs Crown Castle Intl Corp | $54,395 | $54,395 |
| 265 shs Cummins Inc | $46,810 | $46,810 |
| 460 shs Danaher Corp | $42,697 | $42,697 |
| 300 shs Ecolab Inc | $40,254 | $40,254 |
| 660 shs EOG Res Inc | $71,221 | $71,221 |
| 1365 shs Fifth Third Bancorp | $41,414 | $41,414 |
| 170 shs Ford Motor Co | $2,123 | $2,123 |
| 301413 shs Frontier MFG Global Equity In | $5,533,938 | $5,533,938 |
| 570 shs Gilead Sciences Inc | $40,835 | $40,835 |
| 1465 shs Hannon Armstrong Sustainable | $35,248 | $35,248 |
| 370 shs Home Depot Inc | $70,126 | $70,126 |
| 225 shs Intl Flavors Fragrances | $34,337 | $34,337 |
| 615 shs Johnson Johnson | $85,928 | $85,928 |
| 1110 shs JP Morgan Chase Co | $118,703 | $118,703 |
| 450 shs Kansas City Southern | $47,349 | $47,349 |
| 490 shs Lauder Estee Cos Inc Cl A | $62,348 | $62,348 |
| 360 shs Lowes Co Inc | $33,458 | $33,458 |
| 1050 shs Merck Co Inc | $59,084 | $59,084 |
| 1635 shs Microsoft Corp | $139,858 | $139,858 |
| 140 shs Mohawk Inds Inc | $38,626 | $38,626 |
| 870 shs Mondelez International | $37,236 | $37,236 |
| 700 shs Morgan Stanley | $36,729 | $36,729 |
| 830 shs Nielsen Holdings | $30,212 | $30,212 |
| 505 shs Northern Tr Corp | $50,444 | $50,444 |
| 795 shs Novo Nordisk | $42,668 | $42,668 |
| 1615 shs Oracle Corporation | $76,357 | $76,357 |
| 525 shs Pepsico Inc | $62,958 | $62,958 |
| 220 shs PNC Financial Services Group Inc | $31,744 | $31,744 |
| 340 shs PPG Inds Inc | $39,719 | $39,719 |
| 24 shs Priceline Com Inc | $41,706 | $41,706 |
| 85 shs Regeneron Pharmaceuticals Inc | $31,957 | $31,957 |
| 300 shs Royal Caribbean Cruises Ltd | $35,784 | $35,784 |
| 120 shs Simon Property Group Inc | $20,609 | $20,609 |
| 201 shs Snap On Inc | $35,034 | $35,034 |
| 575 shs Southwest Airlines Co | $37,634 | $37,634 |
| 190 shs UnitedHealth Group Inc | $41,887 | $41,887 |
| 1369 shs Vanguard Bal Index Fund Adm | $47,553 | $47,553 |
| 36075 shs Vanguard Inst Index Fund Inst | $8,782,892 | $8,782,892 |
| 1606 shs Verizon Communications Inc | $85,006 | $85,006 |
| 58730 shs Victory Global Nat Res Cl Y | $1,445,343 | $1,445,343 |
| 650 shs Visa Inc Class A Shares | $74,113 | $74,113 |
| 530 shs Walt Disney Co The | $56,980 | $56,980 |
| 910 shs Weyerhaeuser Co | $32,087 | $32,087 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (68 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 57 Stars Global Opportunities Fund III | FMV | $975,272 | $975,272 |
| AACP Tax-Exempt Investors II | FMV | $1,475,339 | $1,475,339 |
| AACP Tax-Exempt Investors III | FMV | $803,519 | $803,519 |
| AACP Tax-Exempt Investors V | FMV | $16,576 | $16,576 |
| Asia Alternatives Delaware III | FMV | $39,945 | $39,945 |
| Axiom International Equity Fund | FMV | $7,567,776 | $7,567,776 |
| CA Resources Fund Series Bain X | FMV | $429,794 | $429,794 |
| Commonfund Capital Int Partners VI | FMV | $429,382 | $429,382 |
| Commonfund Capital Natural Resources IX | FMV | $881,064 | $881,064 |
| Commonfund Capital Natural Resources VII | FMV | $246,573 | $246,573 |
| Commonfund Capital Venture Partners VI | FMV | $179,639 | $179,639 |
| Commonfund Capital Venture Partners VII | FMV | $275,588 | $275,588 |
| Commonfund Capital Venture Partners VIII | FMV | $752,838 | $752,838 |
| Covalent Capital Partners (Offshore) | FMV | $2,086,040 | $2,086,040 |
| Doddington Global Fund LLC | FMV | $5,275,650 | $5,275,650 |
| Dover Street IX Cayman Fund | FMV | $226,836 | $226,836 |
| Dover Street VIII | FMV | $314,791 | $314,791 |
| Endowment Private Equity Partners IV | FMV | $86,713 | $86,713 |
| Endowment Private Equity Partners V | FMV | $136,310 | $136,310 |
| Endowment Venture Partners V | FMV | $89,326 | $89,326 |
| Fir Tree International Value Fund (USTE) | FMV | $1,878,863 | $1,878,863 |
| Genesis Emerging Markets | FMV | $8,371,039 | $8,371,039 |
| Gruss Global Investors (Enhanced) Ltd | FMV | $2,500,087 | $2,500,087 |
| HBK Multi-Strategy Offshore Fund | FMV | $3,092,471 | $3,092,471 |
| HHR Atlas Ltd | FMV | $1,803,372 | $1,803,372 |
| Iridian Private Business Value Equity Fd | FMV | $7,137,983 | $7,137,983 |
| Japan Chickadee Fund Ltd | FMV | $2,331,895 | $2,331,895 |
| Kabouter International Opportunities II | FMV | $4,817,882 | $4,817,882 |
| Kestrel Venture Partners | FMV | $20,241 | $20,241 |
| 400 shs Knighthead Offsh Fd Ltd Cl A S28 | FMV | $762,581 | $762,581 |
| 828 shs Knighthead Offsh Fd Ltd Cl A S32 | FMV | $1,962,501 | $1,962,501 |
| Legacy Venture V (QP) LLC | FMV | $2,127,578 | $2,127,578 |
| Legacy Venture VI (QP) LLC | FMV | $1,359,721 | $1,359,721 |
| Lexington Capital Partners VII | FMV | $523,596 | $523,596 |
| Metropolitan RE Equity Partners IV | FMV | $665,512 | $665,512 |
| Metropolitan RE Partners Global II | FMV | $228,547 | $228,547 |
| Metropolitan RE Partners Global IV | FMV | $349,118 | $349,118 |
| Metropolitan RE Partners Int II | FMV | $240,964 | $240,964 |
| Octavian Offshore Fund Ltd | FMV | $13,847 | $13,847 |
| Park Street Natural Resource Fund V | FMV | $823,096 | $823,096 |
| Park Street Private Equity Fund IX | FMV | $698,496 | $698,496 |
| Park Street Private Equity Fund V | FMV | $177,137 | $177,137 |
| Park Street Private Equity Fund VI | FMV | $306,984 | $306,984 |
| Park Street Private Equity Fund VII | FMV | $397,175 | $397,175 |
| Park Street Private Equity Fund VIII | FMV | $638,041 | $638,041 |
| Park Street Private Equity Fund X | FMV | $1,261,114 | $1,261,114 |
| Pennant Windward Fund Ltd | FMV | $2,029,094 | $2,029,094 |
| PSC Luxembourg Holdings LLC | FMV | $8,607 | $8,607 |
| PSC Natural Resource Fund II AIV | FMV | $3,731 | $3,731 |
| PSC Natural Resource Fund II | FMV | $285,581 | $285,581 |
| PSC Natural Resource Fund III AIV | FMV | $13,140 | $13,140 |
| PSC Natural Resource Fund III | FMV | $896,836 | $896,836 |
| PSC Natural Resource Fund IV | FMV | $421,865 | $421,865 |
| Scopia PX International Limited | FMV | $1,787,915 | $1,787,915 |
| Siguler Guff Distressed Opp Fund II | FMV | $37,016 | $37,016 |
| Siguler Guff Distressed Opp Fund III | FMV | $209,936 | $209,936 |
| Siguler Guff Distressed Opp Fund IV | FMV | $494,025 | $494,025 |
| SJF Ventures IV | FMV | $71,719 | $71,719 |
| Somerset Emerging Markets Small Cap Fd | FMV | $3,104,854 | $3,104,854 |
| TA X | FMV | $39,493 | $39,493 |
| The Sanderson International Value Fund | FMV | $10,027,660 | $10,027,660 |
| Thomas H Lee Equity Fund VI | FMV | $534,384 | $534,384 |
| Truebridge-Kauffman Fellows Endowment II | FMV | $1,070,202 | $1,070,202 |
| Truebridge-Kauffman Fellows Endowment IV | FMV | $359,795 | $359,795 |
| Tucker Anthony Private Equity Fund III | FMV | $6,063 | $6,063 |
| Tucker Anthony Private Equity Fund IV | FMV | $29,128 | $29,128 |
| White Elm Capital Offshore Ltd | FMV | $2,585,672 | $2,585,672 |
| WTC - CTF Strategic Real Asset Portfolio | FMV | $2,767,277 | $2,767,277 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|
| Machinery and Equipment | $228,097 | $228,097 |
| Improvements | $25,791 | $25,791 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General governance and counsel | CategoryTxt |
| Legal Fees | $11,561 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,561 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal excise tax liability adjustments | Desc |
| Amt | $497,551 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Bank and credit card fees | $2,280 | $2,280 | |
| Computer maintenance | $6,732 | $6,463 | $269 |
| Insurance | $5,872 | $5,637 | $235 |
| Internet | $3,290 | $3,158 | $132 |
| Office expense | $44,657 | $42,870 | $1,787 |
| Partnership expenses | $874,905 | $800,255 | |
| Payroll fees | $2,369 | $2,274 | $95 |
| Postage & delivery fees | $1,816 | $1,744 | $72 |
| Staff development | $11,996 | $11,996 | |
| Telephone | $5,417 | $5,200 | $217 |
| Web design & maintenance | $13,929 | $13,372 | $557 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Interest from PRI/MRI | $37,087 | $37,087 |
| IRC 965(a) K-1 income | $9,573 | $9,573 |
| Partnership income | $1,499,810 | $1,472,623 |
| Sec. litigation/other | $14,099 | $14,099 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Returned grant | $15,000 |
| Unrealized appreciation in value of investments | $14,701,952 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cumulative deferred excise tax | Desc |
| BOY Book Value | $44,993 | BOYBookValueAmt |
| EOY Book Value | $439,306 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment and custodial fees | $428,242 | $425,735 | $0 | $0 |
| Philanthropic consulting | $403,730 | $0 | $0 | $403,730 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax | CategoryTxt |
| Amt | $53,401 | Amt |