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WILD GEESE FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
WILD GEESE FOUNDATION INC (EIN 26-4607134)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-11-13
IRS object ID
201723179349101212
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-13T10:48:28-06:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043191789PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MORIARTY & PRIMACK PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE MONARCH PLACE STE 900AddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP011444011ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN264607134EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILD GEESE FOUNDATIONINCBusinessNameLine1Txt
Business Name Line2(FKA)TWO SISTERS AND A WIFE FDN INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWILDBusinessNameControlTxt
Phone6179092353PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O SARA WHITMAN 36 FLETCHER STREETAddressLine1Txt
CityROSLINDALECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02131ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARA WHITMANPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Phone6179092353PhoneNum
Signature2017-10-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA G BEHANPreparerPersonNm
PTINP00633676PTIN
Phone4137391800PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.88.213.177IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-10-27IPDt
IP Tm10:21:34IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB8AD91E6D687671CA1F1035CA8C2A1AFA1E59AF0AtSubmissionCreationDeviceId
At Submission Filing Device IdB8AD91E6D687671CA1F1035CA8C2A1AFA1E59AF0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,897,641FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$9,314InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9,314InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$202,757DividendsRevAndExpnssAmt
Dividends Net Invst Incm$199,021DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$507,131NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,661,758GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$507,131CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$719,202TotalRevAndExpnssAmt
Total Net Invst Incm$715,466TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$95,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$11,120OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$9,097PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$0PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$397LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,825AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,913AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$22,478OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$22,082OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,585TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,990TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$510DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$14,629TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$87PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$0PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$107,502OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$87,891OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$270,230TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$116,876TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$706,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$706,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$976,730TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$116,876TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$706,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$257,528ExcessRevenueOverExpensesAmt
Net Investment Income$598,590NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,727CashBOYAmt
Cash EOY$3,572CashEOYAmt
Cash EOYFMV$3,572CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,116,031SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$550,449SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$550,449SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$330RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$330RcvblFromOfficersEOYFMVAmt
US Government Obligations BOY$2,338,011USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,674,252USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,669,432USGovtObligationsEOYFMVAmt
Corporate Stock BOY$4,144,337CorporateStockBOYAmt
Corporate Stock EOY$3,773,860CorporateStockEOYAmt
Corporate Stock EOYFMV$7,521,309CorporateStockEOYFMVAmt
Corporate Bonds BOY$545,000CorporateBondsBOYAmt
Corporate Bonds EOY$892,625CorporateBondsEOYAmt
Corporate Bonds EOYFMV$896,593CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$3,110LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,154LandBldgEquipAccumDeprecAmt
Land BOY$1,466LandBOYAmt
Land EOY$956LandEOYAmt
Land EOYFMV$956LandEOYFMVAmt
Other Assets BOY$255,000OtherAssetsBOYAmt
Other Assets EOY$255,000OtherAssetsEOYAmt
Other Assets EOYFMV$255,000OtherAssetsEOYFMVAmt
Total Assets BOY$8,408,572TotalAssetsBOYAmt
Total Assets EOY$8,151,044TotalAssetsEOYAmt
Total Assets EOYFMV$11,897,641TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$8,848,766CapitalStockBOYAmt
Capital Stock EOY$8,848,766CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$440,194RetainedEarningBOYAmt
Retained Earning EOY-$697,722RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,408,572TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,151,044TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,408,572TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,151,044TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,408,572TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$257,528ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,151,044SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,151,044TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NORTHSTAR ASSET MANAGEMENT-AVAILABLE UPON REQUESTP2016-01-012016-12-31$409,245$351,784$57,461$57,461
NORTHSTAR ASSET MANAGEMENT-AVAILABLE UPON REQUESTP2015-01-012016-12-31$1,047,021$952,254$94,767$94,767
NORTHSTAR ASSET MANAGEMENT-AVAILABLE UPON REQUESTP2015-01-012016-12-31$1,205,492$850,589$354,903$354,903
FieldValueIRS element (for citing)
Capital Gain Net Income$507,131CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$730,616AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$11,294,824NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.064686DistributionYr1Rt
Adjusted Qlfy Distri Yr2$703,200AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$11,960,219NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.058795DistributionYr2Rt
Adjusted Qlfy Distri Yr3$572,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$11,437,384NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050011DistributionYr3Rt
Adjusted Qlfy Distri Yr4$573,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$10,774,556NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.053181DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,199,661AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$10,640,019NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.112750DistributionYr5Rt
Total Distribution0.339423TotalDistributionRt
Average Distribution0.067885AverageDistributionRt
Net Vl Noncharitable Assets$11,273,311NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$765,289AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,986NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$771,275AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$706,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,972InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,972SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,972TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,660EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,660TotalPaymentsAndCreditsAmt
Tax Due$5,312TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWILDGEESEFDN.ORGWebsiteAddressTxt
Individual With BooksNORTHSTAR ASSET MANAGEMENTIndividualWithBooksNm
Phone6175222635PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 301840AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021300016ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SARA G WHITMAN
36 FLETCHER STREETROSLINDALEMA02131PRESIDENT/TREASURER40.00$95,000$9,098$0
SUE HYDE
180 PEARL STREETCAMBRIDGEMA02139SECRETARY2.00$0$0$0
BENJAMIN COWEN-WHITMAN
36 FLETCHER STREETROSLINDALEMA02131DIRECTOR5.00$300$0$0
ZACHARY COWEN-WHITMAN
36 FLETCHER STREETROSLINDALEMA02131DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
NORTHSTAR ASSET MANAGEMENT
PO BOX 301840BOSTONMA02130INVESTMENT ADVISOR$89,466
MORGAN STANLEY
35 VILLAGE ROAD STE 601MIDDLETONMA01949CUSTODY OF FUNDS$22,478
OWENS & COMPANY LLC
695 BLOOMFIELD AVENUEBLOOMFIELDCT06002ACCOUNTANTS$3,825
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,212,758AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,232,228AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,444,986TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,444,986AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$171,675CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,273,311NetVlNoncharitableAssetsAmt
Minimum Investment Return$563,666MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$563,666MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,972TaxBasedOnInvestmentIncomeAmt
Total Tax$11,972TotalTaxAmt
Distributable Before Adj$551,694DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$551,694DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$551,694DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$706,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$706,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$706,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$551,694DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$611,391ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$43,541ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,303ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$118,479ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$175,843ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$958,557TotalExcessDistributionCyovAmt
Qualifying Distributions$706,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$551,694AppliedToCurrentYearAmt
Remaining Distri From Corpus$154,806RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,113,363TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$611,391ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$501,972ExcessDistriCyovToNextYrAmt
Excess From Year4$43,541ExcessFromYear4Amt
Excess From Year3$9,303ExcessFromYear3Amt
Excess From Year2$118,479ExcessFromYear2Amt
Excess From Year1$175,843ExcessFromYear1Amt
Excess From Current Year$154,806ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSARA WHITMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line136 FLETCHER STREETAddressLine1Txt
CityROSLINDALECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02131ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6179092353RecipientPhoneNum
Recipient Email AddressWILDGEESEFDN.ORGRecipientEmailAddressTxt
Form And Info And MaterialsWRITTENFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A STEP AHEAD CHATTANOOGA
9527 W RIDGE TRAIL ROADSODDYDAISYTN37379GENERAL PURPOSE$10,000
ASIAN AMERICAN RESOURCE WORKSHOP
42 CHARLES STREETDORCHESTERMA02122GENERAL PURPOSE$5,000
BAGLY
14 BEACON STREET 607BOSTONMA02108GENERAL PURPOSE$5,000
BERKLEE COLLEGE OF MUSIC
1140 BOYLSTON STREETBOSTONMA02215GENERAL PURPOSEGENERAL PURPOSE$250,000
BOULDER PRIDE
2132 14TH STREETBOULDERCO80302GENERAL PURPOSE$5,000
CAPE SPLIT CHAPEL
62 CAPE CIRCLE ROADADDISONME04606GENERAL PURPOSE$1,500
CENTER LINK
PO BOX 24490FT LAUDERDALEFL33307GENERAL PURPOSE$20,000
COMMUNITY FUND OF SOUTHEASTERN MA
405 COUNTY STREETNEW BEDFORDMA02740GENERAL PURPOSE$5,000
DIG DEEP WATER
3308 DESCANSO DRIVELOS ANGELESCA90026GENERAL PURPOSE$40,000
DOCUMENTARY EDUCATIONAL RESEARCH
101 MORSE STREETWATERTOWNMA02472GENERAL PURPOSE$10,000
DOWN EAST AIDS ALLIANCE
1010 PINE STREET 10BANGORME04401GENERAL PURPOSE$10,000
EASTERN MASS ABORTION FUND
PO BOX 390412CAMBRIDGEMA02139GENERAL PURPOSE$5,000
EMPOWER MISSOURI
308 EHIGH STREET 100JEFFERSON CITYMO65101GENERAL PURPOSE$10,000
ESPERANZA ACADEMY
198 GARDEN STREETLAWRENCEMA01840GENERAL PURPOSE$7,500
FCCDCMFSC
324 WELLS STREETGREENFIELDMA01301GENERAL PURPOSE$10,000
FUNDERS FOR LGBTQ ISSUES
104 WEST 29TH STREET 4TH FLNEW YORKNY10001GENERAL PURPOSE$5,000
GIRLS FOR GENDER EQUITY
30 3RD AVENUEBROOKLYNNY11217GENERAL PURPOSE$12,000
GIRLS ROCK CHARLESTON
PO BOX 20971CHARLESTONSC29413GENERAL PURPOSE$20,000
GROWING POWER INC
5500 W SILVER SPRING DRIVEMILWAUKEEWI53218GENERAL PURPOSE$15,000
HADWEN PARK CHURCH
6 CLOVER STREETWORCESTERMA01603GENERAL PURPOSE$12,000
HEALTH RESOURCES IN ACTION
95 BERKELEY STREET 201BOSTONMA02216GENERAL PURPOSE$500
HOME SPACE INC
695 TRUMAN PARKWAY STE B101HYDE PARKMA02136GENERAL PURPOSE$15,000
INSTITUTE FOR ENVIRONMENTAL AWARENESS
21 COMMON STREETPETERSHAMMA01360GENERAL PURPOSE$2,500
INTERACT
365 BOSTON POST ROAD STE 163SUDBURYMA01776GENERAL PURPOSE$5,000
JUST FOOD
114 WEST 47TH STREET STE C1-35NEW YORKNY10036GENERAL PURPOSE$5,000
LASALL COLLEGE
1844 COMMONWEALTH AVENUENEWTONMA02466GENERAL PURPOSE$5,000
LEGAL SERVICES FOR NYC
40 WORTH STREET STE 606NEW YORKNY10013GENERAL PURPOSE$5,000
NATIONAL CENTER FOR TRANSGENDER EQUALITY
1400 16TH STREET NW STE 510WASHINGTONDC20036GENERAL PURPOSE$10,000
NATIONAL LATINA INSTITUTE FOR REPRODUCTIVE HEALTH
50 BROADWAY STREETNEW YORKNY10004GENERAL PURPOSE$10,000
NATIONAL LGBTQ TASK FORCE
1325 MASS AVE NWWASHINGTONDC20005GENERAL PURPOSE$25,500
NATIONAL QUEER ASIAN PACIFIC ISLANDER ALLIANCE
233 5TH AVENUE STE 4ANEW YORKNY10016GENERAL PURPOSE$5,000
NETROOTS CONNECT
PO BOX 21050WASHINGTONDC20009GENERAL PURPOSE$10,000
OUR FAMILY COALITION
1385 MISSION STREET 340SAN FRANCISCOCA94103GENERAL PURPOSE$5,000
OUR FUND FOUNDATION
1600 NE 26TH STREETWILTON MANORSFL33305GENERAL PURPOSE$10,000
OUT METROWEST
PO BOX 2122FRAMINGHAMMA01703GENERAL PURPOSEGENERAL PURPOSE$5,000
OUT NOW INC
1695 MAIN ST 2ND FLSPRINGFIELDMA01103GENERAL PURPOSE$5,000
PRO-CHOICE MASSACHUSETTS
15 COURT SQUARE 900BOSTONMA02108GENERAL PURPOSE$10,000
RACE FORWARD
32 BROADWAYNEW YORKNY10004GENERAL PURPOSE$35,000
SEACOLOGY
1623 SOLANO AVENUEBERKELEYCA94707GENERAL PURPOSE$10,000
SPONTANEOUS CELEBRATIONS FBO BEANTOWN SOCIETY
45 DANFORTH STREETJAMAICA PLAINMA02130GENERAL PURPOSE$2,500
THE CITY SCHOOL
860 N 24TH STREETPHILADELPHIAPA19130GENERAL PURPOSE$12,500
THE FOOD PROJECT
555 DUDLEY STREETDORCHESTERMA02125GENERAL PURPOSE$10,000
THE THEATER OFFENSIVE
565 BOYLSTON STREETBOSTONMA02116GENERAL PURPOSE$5,000
TRANSGENDER LEGAL DEFENSE & EDUCATION FUND
20 WEST 20TH STREET STE 705NEW YORKNY10011GENERAL PURPOSE$5,000
UNION OF CONCERNED SCIENTISTS
2 BRATTLE STREETCAMBRIDGEMA02138GENERAL PURPOSE$10,000
UNITED WE DREAM
1900 L STREET NW 900WASHINGTONDC20036GENERAL PURPOSE$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$706,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,314ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$202,757ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$507,131ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$719,202ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$719,202TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryOWENS & COMPANYCategoryTxt
Amt$3,825Amt
Net Investment Income$1,913NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyCOMPUTER EQUIPMENTPropertyDesc
Acquired2014-04-08AcquiredDt
Cost Or Other Basis$3,110CostOrOtherBasisAmt
Prior Year Depreciation$1,644PriorYearDepreciationAmt
Computation Method150DBComputationMethodTxt
Life5.000000000000LifeRt
Current Year Expense$510CurrentYearExpenseAmt
Net Investment Income$0NetInvestmentIncomeAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
EOY Book Value$892,625EOYBookValueAmt
EOYFMV$896,593EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$3,773,860EOYBookValueAmt
EOYFMV$7,521,309EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,519,124USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,511,505USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$155,128StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$157,927StateLocalSecEOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemCOMPUTER EQUIPMENTCategoryOrItemTxt
Cost Or Other Basis$3,110CostOrOtherBasisAmt
Accumulated Depreciation$2,154AccumulatedDepreciationAmt
Book Value$956BookValueAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$397LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PRI - BOSTON COMMUNITY LOAN FUND$100,000$100,000$100,000
PRI - SUN FINANCING$100,000$100,000$100,000
PRI - CERO'S GREEN JOB PLAN$5,000$5,000$5,000
PRI - PV GROWS$50,000$50,000$50,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NORTHSTAR ADVISOR FEES$89,466$87,891$0
PAYROLL TAXES$8,666$0$0
PAYROLL PROCESSING FEE$2,152$0$0
OFFICE EXPENSE$2,606$0$0
POSTAGE$129$0$0
PHONE/INTERNET$4,483$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT CUSTODIAN FEESCategoryTxt
Amt$22,478Amt
Net Investment Income$22,082NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$4,990$4,990$0
TAX PAID - 6/30/16 LESS REFUND$525$0$0
MASS STATE TAX$70$0$0