WHITE FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WHITE FAMILY FOUNDATION (EIN 83-2860235)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349107288
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T16:59:36-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SEAPORT BLVD STE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102150 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832860235 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENHANCING TOMORROW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 6174956396 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 CHADWICK ROAD | AddressLine1Txt |
| City | WESTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02493 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT F WHITE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174956396 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW OSTRELICH | PreparerPersonNm |
| PTIN | P01375497 | PTIN |
| Phone | 6175305000 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,254,328 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,458 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,458 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $177,736 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $177,736 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $136,203 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $896,162 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $136,203 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $316,397 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $316,397 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,662 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,662 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,936 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $64,936 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,598 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,598 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $299,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $299,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $374,348 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,598 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $299,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,951 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $241,799 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $412,741 | CashBOYAmt |
| Cash EOY | $47,617 | CashEOYAmt |
| Cash EOYFMV | $47,617 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $158,391 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $158,391 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,408,910 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,433,911 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,389,183 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,806,976 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,914,067 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,804,429 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $922,244 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $889,911 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $854,708 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,550,871 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,443,897 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,254,328 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,550,871 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,443,897 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,550,871 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,443,897 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,550,871 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,443,897 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,550,871 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,951 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,492,920 | SubtotalAmt |
| Other Decreases | $49,023 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,443,897 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIRST REPUBLIC 2339 | 2024-12-31 | $22,737 | $22,930 | -$193 | -$193 |
| FIRST REPUBLIC 2339 | 2024-12-31 | $601,564 | $494,526 | $107,038 | $107,038 |
| FIRST REPUBLIC 2339 | 2024-12-31 | $17 | $17 | $17 | |
| FIRST REPUBLIC 2354 | 2024-12-31 | $29,301 | $29,217 | -$199 | -$199 |
| FIRST REPUBLIC 2354 | 2024-12-31 | $206,169 | $212,603 | -$6,834 | -$6,834 |
| JPM 3695 | 2024-12-31 | $1,144 | $1,144 | $1,144 | |
| JPM 3705 | 2024-12-31 | $35,000 | $35,000 | $35,000 | |
| CAPITAL GAIN DISTRIBUTIONS | 2024-12-31 | $230 | $230 | $230 | $230 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $136,203 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $35,769 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,361 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,361 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,361 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,521 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,521 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,160 | OverpaymentAmt |
| Applied To ES Tax | $9,160 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT WHITE | IndividualWithBooksNm |
| Phone | 6174956396 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 CHADWICK ROAD | AddressLine1Txt |
| City | WESTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02493 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT F WHITE | ||||||||
| 23 CHADWICK ROAD | WESTON | MA | 02493 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TONA B WHITE | ||||||||
| 23 CHADWICK ROAD | WESTON | MA | 02493 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BENJAMIN R WHITE | ||||||||
| 23 CHADWICK ROAD | WESTON | MA | 02493 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DANA P WHITE | ||||||||
| 23 CHADWICK ROAD | WESTON | MA | 02493 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOSHUA W WHITE | ||||||||
| 23 CHADWICK ROAD | WESTON | MA | 02493 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NICHOLAS D WHITE | ||||||||
| 23 CHADWICK ROAD | WESTON | MA | 02493 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GREGORY A WHITE | ||||||||
| 23 CHADWICK ROAD | WESTON | MA | 02493 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBYN A WHITE | ||||||||
| 23 CHADWICK ROAD | WESTON | MA | 02493 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,747,897 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $400,483 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,148,380 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,148,380 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,226 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,026,154 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $401,308 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $401,308 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,361 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,361 | TotalTaxAmt |
| Distributable Before Adj | $397,947 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $397,947 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $397,947 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $299,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $299,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $397,947 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $284,144 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $299,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $284,144 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,606 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $382,341 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACTION FOR THE CLIMATE EMERGENCY | ||||||||
| 4676 BROADWAY SUITE A | BOULDER | CO | 80304 | NONE | PC | CHARITABLE | $3,000 | |
| BAGLY | ||||||||
| PO BOX 960814 | BOSTON | MA | 021960814 | NONE | PC | CHARITABLE | $10,000 | |
| CENTER FOR CARBON REMOVAL | ||||||||
| 650 MASSACHUSETTS AVE NW SUITE 600 | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE | $6,000 | |
| CLEAN AIR TASK FORCE | ||||||||
| 114 STATE STREET 6TH FLOOR | BOSTON | MA | 02109 | NONE | PC | CHARITABLE | $20,000 | |
| CLIMATE SCIENCE LEGAL DEFENSE FUND | ||||||||
| 475 RIVERSIDE DRIVE SUITE 244 | NEW YORK | NY | 10115 | NONE | PC | CHARITABLE | $20,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | NONE | PC | CHARITABLE | $5,000 | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||
| 200 SEAPORT BOULEVARD | BOSTON | MA | 02210 | NONE | PC | CHARITABLE | $43,000 | |
| GLBTQ LEGAL ADVOCATES & DEFENDERS | ||||||||
| 18 TREMONT ST STE 950 | BOSTON | MA | 02108 | NONE | PC | CHARITABLE | $10,000 | |
| GOOD ENERGY COLLECTIVE INC | ||||||||
| 2108 N ST STE 8006 | SACRAMENTO | CA | 95816 | NONE | PC | CHARITABLE | $3,000 | |
| JUMPSTART | ||||||||
| 308 CONGRESS STREET 6TH FLOOR | BOSTON | MA | 02210 | NONE | PC | CHARITABLE | $20,000 | |
| MANAGEMENT LEADERSHIP FOR TOMORROW | ||||||||
| 15 MAIDEN LANE SUITE 900 | NEW YORK | NY | 10038 | NONE | PC | CHARITABLE | $7,000 | |
| NAACP EMPOWERMENT PROGRAM | ||||||||
| 4805 MT HOPE DRIVE | BALTIMORE | MD | 21215 | NONE | PC | CHARITABLE | $3,000 | |
| NEW ENGLAND INNOCENCE PROJECT | ||||||||
| 1035 CAMBRIDGE STREET SUITE 28A | CAMBRIDGE | MA | 02141 | NONE | PC | CHARITABLE | $7,750 | |
| PRO PUBLICA | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH | NEW YORK | NY | 10013 | NONE | PC | CHARITABLE | $3,000 | FLOOR |
| PROJECT BREAD-THE WALK FOR HUNGER | ||||||||
| 145 BORDER STREET | EAST BOSTON | MA | 02128 | NONE | PC | CHARITABLE | $8,000 | |
| ROOM TO GROW NATIONAL INC | ||||||||
| 424 E 147TH STREET FLOOR 5 | BRONX | NY | 10455 | NONE | PC | CHARITABLE | $20,000 | |
| TERRAPRAXIS INC | ||||||||
| 160 ALEWIFE BROOK PARKWAY 1261 | CAMBRIDGE | MA | 02138 | NONE | PC | CHARITABLE | $20,000 | |
| THE EDUCATION TRUST | ||||||||
| 1501 K STREET SUITE 200 | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE | $10,000 | |
| THE GOOD FOOD INSTITUTE | ||||||||
| PO BOX 96503 PMB 42019 | WASHINGTON | DC | 20090 | NONE | PC | CHARITABLE | $3,000 | |
| TIDES FOUNDATION | ||||||||
| 55 EXCHANGE PL 402 | NEW YORK | NY | 10004 | NONE | PC | CHARITABLE | $20,000 | |
| TRINITY BOSTON CONNECTS | ||||||||
| 206 CLARENDON STREET | BOSTON | MA | 02116 | NONE | PC | CHARITABLE | $10,000 | |
| WILLIAM J BRENNAN JR CENTER FOR JUSTICE | ||||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | NONE | PC | CHARITABLE | $20,000 | |
| PROJECT INNERSPACE INC | ||||||||
| 1227 S RIVER ST | MARSHFIELD | MA | 02050 | NONE | PC | CHARITABLE | $3,000 | |
| ALTERNATIVES FOR COMMUNITY & ENVIRONMENT | ||||||||
| 2201 WASHINGTON ST STE 302 | ROXBURY | MA | 02119 | NONE | PC | CHARITABLE | $5,000 | |
| VOTEORG | ||||||||
| 4096 PIEDMONT AVE 368 | OAKLAND | CA | 94611 | NONE | PC | CHARITABLE | $10,000 | |
| HIP HOP CAUCUS EDUCATION FUND | ||||||||
| 20 F ST NW FL 7 | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $299,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,458 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $177,736 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,203 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $316,397 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $316,397 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $889,911 | EOYBookValueAmt |
| EOYFMV | $854,708 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $3,914,067 | EOYBookValueAmt |
| EOYFMV | $5,804,429 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,033,316 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,000,916 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $400,595 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $388,267 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK-TAX DIFFERENCE | Desc |
| Amt | $49,023 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVISORY FEES - ACCT# 1449 | $2,345 | $2,345 | $0 | $0 |
| ADVISORY FEES - ACCT# 2339 | $44,290 | $44,290 | $0 | $0 |
| ADVISORY FEES - ACCT# 2354 | $17,611 | $17,611 | $0 | $0 |
| ADVISORY FEES - ACCT# 3695 | $690 | $690 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $9,662 | Amt |
| Net Investment Income | $9,662 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |