THE HYAMS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE HYAMS FOUNDATION INC (EIN 04-6013680)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349105239
- 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
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2025-11-17T15:11:51-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 77027 | 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 | 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 | 89 South Street 404 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lisa Owens | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 6174265600 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kurt Coburn | PreparerPersonNm |
| PTIN | P01638285 | PTIN |
| Phone | 7134395739 | 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 | $144,329,982 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,995,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $197,292 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $197,292 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,284,828 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,284,828 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,262,673 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,617,573 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,184,609 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,926,893 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,926,477 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,666,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,593,206 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $436,952 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $65,543 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $371,409 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $899,634 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $35,985 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $863,649 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $327,492 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $13,100 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $314,493 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,837 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,343 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $71,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $42,573 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,048 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $655,830 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $551,878 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $92,025 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $63,725 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $126,621 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,065 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $121,261 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $99,705 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,988 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $95,717 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $485 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $19 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $826 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $940,627 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $772,186 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $123,660 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,632,058 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,490,337 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,020,431 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,922,792 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,193,092 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,554,850 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,490,337 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,213,523 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $111,836 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,102,869 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $336,338 | CashBOYAmt |
| Cash EOY | $284,906 | CashEOYAmt |
| Cash EOYFMV | $284,906 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $609,383 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,621,608 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,621,608 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $215,456 | AcctRcvblAmt |
| Acct Rcvbl BOY | $230,146 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $215,456 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $215,456 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $400,000 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $1,040,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $1,040,000 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $15,819 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $11,257 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $11,257 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $49,851,924 | CorporateStockBOYAmt |
| Corporate Stock EOY | $54,756,601 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $54,756,601 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $80,911,693 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $74,886,879 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $74,886,879 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $253,888 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $253,888 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $5,620,253 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,513,275 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,513,275 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $137,975,556 | TotalAssetsBOYAmt |
| Total Assets EOY | $144,329,982 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $144,329,982 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $54,828 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $10,209 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,420,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,141,700 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $417,403 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $256,994 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,892,231 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,408,903 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $34,546,408 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $37,305,642 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $100,536,917 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $105,615,437 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $135,083,325 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $142,921,079 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $137,975,556 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $144,329,982 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $135,083,325 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $111,836 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,725,918 | OtherIncreasesAmt |
| Subtotal | $142,921,079 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $142,921,079 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly traded securities | $5,947,743 | $5,191,925 | $755,818 | $755,818 | |||
| Capital gain distributions | $498,926 | $498,926 | $498,926 | P | |||
| Distributions in excess of basis | $7,023 | $7,023 | $7,023 | P | |||
| From Sch K-1 (Form 1065) | $1,830,337 | $1,830,337 | $1,830,337 | P | |||
| Commonfund Capital Venture Partners VI LP | $942 | $50,265 | -$49,323 | -$49,323 | P | 2007-05-02 | 2024-06-30 |
| Metropolitan Real Estate Partners International II | $14,628 | $87,902 | -$73,274 | -$73,274 | P | 2010-01-01 | 2024-12-31 |
| Park Street Capital Natural Resource Fund II AIV, LP | $30,455 | $30,455 | $30,455 | P | 2010-01-01 | 2024-12-20 | |
| Park Street Capital Natural Resource Fund II, LP | $23,986 | $94,019 | -$70,033 | -$70,033 | P | 2010-01-01 | 2024-12-24 |
| Park Street Capital Private Equity Fund VII, L.P. | $15,924 | $19,010 | -$3,086 | -$3,086 | P | 2010-01-01 | 2024-09-30 |
| Siguler Guff Distressed Opportunities Fund III, LP | $93,331 | $157,980 | -$64,649 | -$64,649 | P | 2010-01-01 | 2024-12-31 |
| The Overlook Partners Fund, LP | $6,076,214 | $5,753,799 | $322,415 | $322,415 | P | 2017-01-01 | 2024-06-30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,184,609 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $70,930 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $70,930 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $70,930 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $209,603 | 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 | $209,603 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $138,673 | OverpaymentAmt |
| Applied To ES Tax | $138,673 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.hyamsfoundation.org | WebsiteAddressTxt |
| Individual With Books | Mark Paley | IndividualWithBooksNm |
| Phone | 6174265600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 South Street Suite 404 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| Penn Loh | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | President/Chair/Trustee | 5.00 | $30,000 | $0 | $0 |
| Iris Gomez | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Clerk/Trustee | 2.00 | $16,000 | $0 | $0 |
| Julie Goodridge | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Treasurer/Trustee | 2.00 | $20,000 | $0 | $0 |
| Lily Mendez-Morgan | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Vice Chair/Vice Treas/Trustee | 2.00 | $16,000 | $0 | $0 |
| Lucas H Guerra | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Vice Treasurer/Trustee | 2.00 | $16,000 | $0 | $0 |
| Gerardo Espinoza | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Trustee | 2.00 | $10,640 | $0 | $0 |
| Rahsaan D Hall | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Trustee | 2.00 | $20,000 | $0 | $0 |
| Maria Elena Letona | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Trustee | 2.00 | $10,640 | $0 | $0 |
| Karen L Mapp | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Trustee | 2.00 | $20,000 | $0 | $0 |
| Mark Watson | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Trustee | 2.00 | $10,640 | $0 | $0 |
| Lisa Owens | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Executive Director | 40.00 | $267,032 | $37,846 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Mark Paley | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Dir of Admin/Finance | 40.00 | $227,761 | $48,993 | $0 |
| Maria Mulkeen | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Program Officer | 40.00 | $120,152 | $23,309 | $0 |
| Paola Miranda | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Program Officer | 40.00 | $112,158 | $22,318 | $0 |
| David Moy | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Deputy Director | 40.00 | $110,710 | $22,292 | $0 |
| Nahir Torres | ||||||||
| 89 South Street Suite 404 | Boston | MA | 02111 | Sr. Program Officer | 40.00 | $104,270 | $15,497 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cambridge Associates LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment consulting | ServiceTypeTxt |
| Compensation | $272,419 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $53,449,212 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,069,406 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $79,567,482 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $137,086,100 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $137,086,100 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,056,292 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $135,029,808 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,751,490 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,751,490 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $70,930 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $70,930 | TotalTaxAmt |
| Distributable Before Adj | $6,680,560 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,680,560 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,680,560 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,213,523 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,213,523 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,680,560 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $911,510 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $847,069 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,997,180 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,508,671 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,264,430 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,213,523 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $1,355,000 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,680,560 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $177,963 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,797,393 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $1,355,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,442,393 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $403,579 | ExcessFromYear4Amt |
| Excess From Year2 | $1,997,180 | ExcessFromYear2Amt |
| Excess From Year1 | $1,508,671 | ExcessFromYear1Amt |
| Excess From Current Year | $1,532,963 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Lisa Owens The Hyams Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 South Street Suite 404 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174265600 | RecipientPhoneNum |
| Recipient Email Address | Grants@hyamsfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | See https://hyamsfoundation.org/how-to-apply/ for information. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | There are no deadlines. | SubmissionDeadlinesTxt |
| Restrictions On Awards | See https://hyamsfoundation.org/funding-eligibility/ and https://hyamsfoundation.org/funding-criteria/ for information. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (109 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU Foundation of Massachusetts Inc | |||||||
| 1 Center Plaza 850 | Boston | MA | 02108 | N/A | PC | Racial Justice Program | $50,000 |
| Alternatives for Community and Environment Inc | |||||||
| 2201 Washington St Ste 302 | Roxbury | MA | 02119 | N/A | PC | General support | $420,000 |
| Alternatives for Community and Environment Inc | |||||||
| 2201 Washington St Ste 302 | Roxbury | MA | 02119 | N/A | PC | Support for the BMIP Design Team | $50,000 |
| Arise Inc | |||||||
| 38 School St | Springfield | MA | 01105 | N/A | PC | General support | $10,000 |
| Asian American Pacific Islanders In Philanthropy | |||||||
| 1714 Franklin St Ste 386 | Oakland | CA | 94612 | N/A | PC | Membership dues | $2,500 |
| Asian American Resource Workshop Inc | |||||||
| 42 Charles St Ste A | Dorchester | MA | 02122 | N/A | PC | Dorchester Not for Sale Project | $40,000 |
| Asian American Resource Workshop Inc | |||||||
| 42 Charles St Ste A | Dorchester | MA | 02122 | N/A | PC | General support | $64,000 |
| Asian American Resource Workshop Inc | |||||||
| 42 Charles St Ste A | Dorchester | MA | 02122 | N/A | PC | Southeast Asian Narrative Power & Movement Building | $3,600 |
| Asian American Resource Workshop Inc | |||||||
| 42 Charles St Ste A | Dorchester | MA | 02122 | N/A | PC | Support for the BMIP Design Team | $25,000 |
| Association of Black Foundation Executives Inc | |||||||
| 55 Exchange Place Ste 401 | New York | NY | 10005 | N/A | PC | Membership dues | $2,500 |
| AYNI Institute Inc | |||||||
| 240 Harris St | Revere | MA | 02151 | N/A | PC | Neighbors United for a Better East Boston Project | $50,000 |
| Bend the Arc A Jewish Partnership for Justice | |||||||
| 266 W 37th St Ste 803 | New York | NY | 10018 | N/A | PC | Membership dues | $35,000 |
| Boston Affordable Housing Coalition Inc | |||||||
| 42 Seaverns Ave | Jamaica Plain | MA | 02130 | N/A | PC | General support | $40,000 |
| Boston Alliance of Gay and Lesbian Youth Inc | |||||||
| 28 Court Square | Boston | MA | 02108 | N/A | PC | Massachusetts Transgender Political Coalition Project | $50,000 |
| Boston Impact Initiative Fund | |||||||
| 2225 Washington St Fl 2 | Roxbury | MA | 02119 | N/A | SO I | General support | $105,500 |
| Boston Neighborhood Community Land Trust Inc | |||||||
| 550 Dudley St | Roxbury | MA | 02119 | N/A | PC | General support | $95,000 |
| Boston Tenant Coalition Inc | |||||||
| 11 Beacon St Ste 510 | Boston | MA | 02108 | N/A | PC | General support | $50,000 |
| Brazilian Womens Group Inc | |||||||
| 697 Cambridge St Ste 106 | Brighton | MA | 02135 | N/A | PC | General support | $45,000 |
| Brazilian Worker Center Inc | |||||||
| 14 Harvard Ave Fl 2 | Allston | MA | 02134 | N/A | PC | General support | $64,000 |
| Brockton Interfaith Community Inc | |||||||
| 1350 Pleasant St | Brockton | MA | 02301 | N/A | PC | General support | $50,000 |
| Brockton Workers Alliance | |||||||
| 721 Belmont St | Brockton | MA | 02301 | N/A | PC | General support | $10,000 |
| CAIR MA Inc | |||||||
| 123 South St Ste 3 | Boston | MA | 02111 | N/A | PC | General support | $50,000 |
| Center for Economic Democracy | |||||||
| 769 Centre St Ste 143 | Boston | MA | 02130 | N/A | PC | Boston Ujima Project | $102,249 |
| Center for Economic Democracy | |||||||
| 769 Centre St Ste 143 | Boston | MA | 02130 | N/A | PC | Brave Narratives Project | $10,000 |
| Center for Economic Democracy | |||||||
| 769 Centre St Ste 143 | Boston | MA | 02130 | N/A | PC | CCDS Project | $45,000 |
| Center for Economic Democracy | |||||||
| 769 Centre St Ste 143 | Boston | MA | 02130 | N/A | PC | General support | $60,000 |
| Center for Labor Education and Research Inc | |||||||
| 375 Centre St | Boston | MA | 02130 | N/A | PC | Digital Empowerment for Social Justice Project | $142,000 |
| Center for Labor Education and Research Inc | |||||||
| 375 Centre St | Boston | MA | 02130 | N/A | PC | General support | $81,000 |
| Center for Labor Education and Research Inc | |||||||
| 375 Centre St | Boston | MA | 02130 | N/A | PC | Support for the BMIP Design Team | $25,000 |
| Centro Presente Inc | |||||||
| 12 Bennington St Ste 202 | East Boston | MA | 02128 | N/A | PC | General support | $50,000 |
| Chinatown Community Land Trust Inc | |||||||
| 28 Ash St | Boston | MA | 02111 | N/A | PC | General support | $95,000 |
| Chinese Progressive Association | |||||||
| 28 Ash St | Boston | MA | 02111 | N/A | PC | General support | $91,000 |
| Chinese Progressive Association | |||||||
| 28 Ash St | Boston | MA | 02111 | N/A | PC | Support for the BMIP Design Team | $25,000 |
| Citizens for Juvenile Justice Inc | |||||||
| 44 School St Ste 415 | Boston | MA | 02108 | N/A | PC | General support | $55,000 |
| Community Action Pioneer Valley Inc | |||||||
| 393 Main St | Greenfield | MA | 01301 | N/A | PC | Community Resilience Hub Downtown | $19,000 |
| Community Art Center Inc | |||||||
| 119 Windsor St | Cambridge | MA | 02139 | N/A | PC | General support | $10,000 |
| Community Labor United Inc | |||||||
| 8 Beacon St Fl 5 | Boston | MA | 02108 | N/A | PC | General support | $80,000 |
| Comunidades Enraizadas Community Land Trust | |||||||
| 90 Everett Ave Ste 10 | Chelsea | MA | 02150 | N/A | PC | General support | $54,953 |
| Confluence Philanthropy Inc | |||||||
| 215 Lexington Ave Fl 10 | New York | NY | 10016 | N/A | PC | Membership dues | $5,500 |
| Dudley Street Neighborhood Initiative Inc | |||||||
| 550 Dudley St | Roxbury | MA | 02119 | N/A | PC | General support | $100,000 |
| Dudley Street Neighborhood Initiative Inc | |||||||
| 550 Dudley St | Roxbury | MA | 02119 | N/A | PC | Greater Boston Community Land Trust Network Project | $100,000 |
| Dudley Street Neighborhood Initiative Inc | |||||||
| 550 Dudley St | Roxbury | MA | 02119 | N/A | PC | Support for the BMIP Design Team | $25,000 |
| Families for Justice as Healing Inc | |||||||
| 100R Warren St | Roxbury | MA | 02119 | N/A | PC | General support | $50,000 |
| Fenway Community Development Corp | |||||||
| 70 Burbank St | Boston | MA | 02115 | N/A | PC | General support | $35,000 |
| Foundation Financial Officers Group Inc | |||||||
| 19 Mantua Rd | Mt Royal | NJ | 08061 | N/A | PC | Membership dues | $2,000 |
| Friends of St Stephens Youth Programs Inc | |||||||
| 149 Shawmut Ave | Boston | MA | 02118 | N/A | PC | General support | $15,000 |
| Friends of St Stephens Youth Programs Inc | |||||||
| 149 Shawmut Ave | Boston | MA | 02118 | N/A | PC | SSYP Parent and Community Organizing Project | $40,000 |
| Funders for Lesbian and Gay Issues Inc | |||||||
| 228 Park Ave S PMB 432009 | New York | NY | 10003 | N/A | PC | Membership dues | $5,000 |
| Grantmakers Concerned with Immigrants and Refugees | |||||||
| PO Box 2178 | Petaluma | CA | 94953 | N/A | PC | Membership dues | $3,750 |
| Greater Boston Interfaith Organization | |||||||
| 1803 Dorchester Ave | Boston | MA | 02124 | N/A | PC | Action to Build Power for Housing Justice Campaign | $5,000 |
| Greater Boston Interfaith Organization | |||||||
| 1803 Dorchester Ave | Boston | MA | 02124 | N/A | PC | General support | $10,000 |
| GreenRoots Inc | |||||||
| 227 Marginal St Ste 1 | Chelsea | MA | 02150 | N/A | PC | General support | $76,000 |
| Haymarket Peoples Fund Inc | |||||||
| 42 Seaverns Ave | Jamaica Plain | MA | 02130 | N/A | PC | Haymarket's 50th Anniversary | $10,000 |
| Haymarket Peoples Fund Inc | |||||||
| 42 Seaverns Ave | Jamaica Plain | MA | 02130 | N/A | PC | Partner Convening Project | $10,000 |
| Immigrant Family Services Institute Inc | |||||||
| 1626 Blue Hill Ave | Mattapan | MA | 02126 | N/A | PC | General support | $45,000 |
| Justice At Work | |||||||
| 33 Harrison Ave Ste 501 | Boston | MA | 02111 | N/A | PC | General support | $56,000 |
| Justice Funders | |||||||
| 1423 Broadway 1139 | Oakland | CA | 94612 | N/A | PC | Membership dues | $10,000 |
| La Colaborativa Inc | |||||||
| 318 Broadway | Chelsea | MA | 02150 | N/A | PC | General support | $102,500 |
| Lawyers for Civil Rights Inc | |||||||
| 61 Batterymarch St Fl 5 | Boston | MA | 02110 | N/A | PC | General support | $64,000 |
| Massachusetts Advocates for Children Inc | |||||||
| 25 Kingston St Ste 2F | Boston | MA | 02111 | N/A | PC | General support | $45,000 |
| Massachusetts Affordable Housing Alliance Inc | |||||||
| 1803 Dorchester Ave | Boston | MA | 02124 | N/A | PC | General support | $40,000 |
| Massachusetts Budget and Policy Center Inc | |||||||
| 1 State St Ste 1250 | Boston | MA | 02109 | N/A | PC | General support | $97,500 |
| Massachusetts Communities Action Network Inc | |||||||
| 14 Cushing Ave | Boston | MA | 02125 | N/A | PC | General support | $75,000 |
| Massachusetts Communities Action Network Inc | |||||||
| 14 Cushing Ave | Boston | MA | 02125 | N/A | PC | I Have a Future Project | $70,000 |
| Massachusetts Immigrant and Refugee Advocacy Coalition Inc | |||||||
| 69 Canal St 3 | Boston | MA | 02114 | N/A | PC | General support | $80,000 |
| Massachusetts Immigrant and Refugee Advocacy Coalition Inc | |||||||
| 69 Canal St 3 | Boston | MA | 02114 | N/A | PC | Immigrant Storytelling Campaign | $10,000 |
| Massachusetts Law Reform Institute Inc | |||||||
| 40 Court St Ste 700 | Boston | MA | 02108 | N/A | PC | General support | $60,000 |
| Massachusetts Law Reform Institute Inc | |||||||
| 40 Court St Ste 700 | Boston | MA | 02108 | N/A | PC | Springfield Community Lawyering Project | $100,000 |
| Massachusetts Senior Action Council Inc | |||||||
| 108 Myrtle St Ste 112 | Quincy | MA | 02171 | N/A | PC | General support | $76,000 |
| Massachusetts Voter Education Network Inc | |||||||
| 55 Roxbury St 191746 | Boston | MA | 02119 | N/A | PC | General support | $80,000 |
| Mission Investors Exchange Inc | |||||||
| 105 W 86th St 358 | New York | NY | 10024 | N/A | PC | Membership dues | $3,300 |
| Movement Alliance Project | |||||||
| 924 Cherry St Fl 5 | Philadelphia | PA | 19107 | N/A | PC | General support | $35,000 |
| Multicultural AIDS Coalition Inc | |||||||
| 31 Heath St | Jamaica Plain | MA | 02130 | N/A | PC | Let's Walk Together Project | $5,000 |
| Muslim Justice League Inc | |||||||
| 711 Atlantic Ave c/o WeWork | Boston | MA | 02111 | N/A | PC | General support | $50,000 |
| Neighbor To Neighbor Massachusetts Education Fund Inc | |||||||
| PO Box 30839 | Worcester | MA | 01603 | N/A | PC | General support | $151,000 |
| Neighborhood Funders Group | |||||||
| 548 Market St 95631 | Oakland | CA | 94612 | N/A | PC | Membership dues | $3,750 |
| PEAK Grantmaking Inc | |||||||
| 1701 Pennsylvania Ave NW Ste 200 | Washington | DC | 20006 | N/A | PC | Membership dues | $2,000 |
| Philanthropy Massachusetts Inc | |||||||
| 133 Federal St Ste 802 | Boston | MA | 02110 | N/A | PC | Membership dues | $9,990 |
| Pioneer Valley Project Inc | |||||||
| 45 Maple St | Springfield | MA | 01105 | N/A | PC | General support | $50,000 |
| Pioneer Valley Workers Center Inc | |||||||
| 20 Hampton St Ste 200 | Northampton | MA | 01060 | N/A | PC | General support | $25,000 |
| PowerSwitch Action | |||||||
| 1305 Franklin St Ste 501 | Oakland | CA | 94612 | N/A | PC | General support | $25,000 |
| Resist Inc | |||||||
| PO Box 301240 | Jamaica Plain | MA | 02130 | N/A | PC | Boston Education Justice Alliance | $50,000 |
| Resist Inc | |||||||
| PO Box 301240 | Jamaica Plain | MA | 02130 | N/A | PC | General support | $202,500 |
| Resist Inc | |||||||
| PO Box 301240 | Jamaica Plain | MA | 02130 | N/A | PC | Mass Education Justice Alliance Project | $45,000 |
| Resist Inc | |||||||
| PO Box 301240 | Jamaica Plain | MA | 02130 | N/A | PC | MassCOSH - Immigrant and Youth Worker Justice | $159,000 |
| Resist Inc | |||||||
| PO Box 301240 | Jamaica Plain | MA | 02130 | N/A | PC | Matahari Women Workers Center Project | $60,000 |
| Resist Inc | |||||||
| PO Box 301240 | Jamaica Plain | MA | 02130 | N/A | PC | Reclaim Roxbury Project | $40,000 |
| Resist Inc | |||||||
| PO Box 301240 | Jamaica Plain | MA | 02130 | N/A | PC | Stories Inspiring Movement Project | $50,000 |
| Right to the City Alliance Inc | |||||||
| 388 Atlantic Ave | Brooklyn | NY | 11217 | N/A | PC | General support | $10,000 |
| Right to the City Alliance Inc | |||||||
| 388 Atlantic Ave | Brooklyn | NY | 11217 | N/A | PC | Right to the City Boston Project | $64,000 |
| Right to the City Alliance Inc | |||||||
| 388 Atlantic Ave | Brooklyn | NY | 11217 | N/A | PC | SNOL Nadie Se Mude Project | $50,000 |
| Social and Environmental Entrepreneurs Inc | |||||||
| 23564 Calabasas Rd Ste 201 | Calabasas | CA | 91302 | N/A | PC | Membership dues | $5,000 |
| Solidaire Network Inc | |||||||
| 1440 Broadway Ste 200 - 314 | Oakland | CA | 94612 | N/A | PC | Membership dues | $50,000 |
| Somerville Community Corporation Inc | |||||||
| 337 Broadway Attn Pete Majane | Somerville | MA | 02145 | N/A | PC | Dynamic Awareness Campaign | $10,000 |
| Somerville Community Corporation Inc | |||||||
| 337 Broadway Attn Pete Majane | Somerville | MA | 02145 | N/A | PC | General support | $5,000 |
| The City School Inc | |||||||
| 614 Columbia Rd | Dorchester | MA | 02125 | N/A | PC | General support | $81,000 |
| The City School Inc | |||||||
| 614 Columbia Rd | Dorchester | MA | 02125 | N/A | PC | Mental Health Crisis Response Campaign | $10,000 |
| The City School Inc | |||||||
| 614 Columbia Rd | Dorchester | MA | 02125 | N/A | PC | Support for the BMIP Design Team | $25,000 |
| The City School Inc | |||||||
| 614 Columbia Rd | Dorchester | MA | 02125 | N/A | PC | Young Adult Fellowship Project | $110,000 |
| The City School Inc | |||||||
| 614 Columbia Rd | Dorchester | MA | 02125 | N/A | PC | Youth Justice & Power Union Project | $44,000 |
| The Schott Foundation for Public Education | |||||||
| One Mifflin Place Ste 400 | Cambridge | MA | 02138 | N/A | PC | Massachusetts Gateway Strategy for Education Justice Project | $50,000 |
| Third Sector New England Inc | |||||||
| 89 South St Ste 700 | Boston | MA | 02111 | N/A | PC | General support | $65,000 |
| Third Sector New England Inc | |||||||
| 89 South St Ste 700 | Boston | MA | 02111 | N/A | PC | HUBS Movement Infrastructure Project | $325,000 |
| Third Sector New England Inc | |||||||
| 89 South St Ste 700 | Boston | MA | 02111 | N/A | PC | Revere Youth in Action Project | $55,000 |
| Tides Foundation | |||||||
| PO Box 889389 | Los Angeles | CA | 90088 | N/A | PC | General support | $52,000 |
| Urban Revival Inc | |||||||
| 284 Amory St | Jamaica Plain | MA | 02130 | N/A | PC | General support | $190,000 |
| Urban Revival Inc | |||||||
| 284 Amory St | Jamaica Plain | MA | 02130 | N/A | PC | Homes for All Massachusetts Project | $205,000 |
| Urban Revival Inc | |||||||
| 284 Amory St | Jamaica Plain | MA | 02130 | N/A | PC | Support for Rent Control and Social Housing Campaigns | $10,000 |
| Urban Revival Inc | |||||||
| 284 Amory St | Jamaica Plain | MA | 02130 | N/A | PC | Support for the BMIP Design Team | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,193,092 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Boston Alliance of Gay and Lesbian Youth Inc | |||||||
| 28 Court Square | Boston | MA | 02108 | N/A | PC | Massachusetts Transgender Political Coalition Project | $50,000 |
| Boston Neighborhood Community Land Trust Inc | |||||||
| 550 Dudley St | Roxbury | MA | 02119 | N/A | PC | General Support | $45,000 |
| Center for Economic Democracy | |||||||
| 769 Centre St Ste 143 | Boston | MA | 02130 | N/A | PC | CCDS project and general support | $105,000 |
| Centro Presente Inc | |||||||
| 12 Bennington Street Suite 202 | East Boston | MA | 02128 | N/A | PC | General Support | $50,000 |
| Chinatown Community Land Trust Inc | |||||||
| 28 Ash St | Boston | MA | 02111 | N/A | PC | General Support | $45,000 |
| Dudley Street Neighborhood Initiative Inc | |||||||
| 550 Dudley Street | Roxbury | MA | 02119 | N/A | PC | General Support | $100,000 |
| Massachusetts Immigrant and Refugee Advocacy Coalition Inc | |||||||
| 69 Canal St 3 | Boston | MA | 02114 | N/A | PC | MIRA Coalition | $80,000 |
| Massachusetts Law Reform Institute Inc | |||||||
| 40 Court Street Suite 700 | Boston | MA | 02108 | N/A | PC | General Support | $60,000 |
| Massachusetts Voter Education Network Inc | |||||||
| 55 Roxbury St 191746 | Boston | MA | 02119 | N/A | PC | General Support | $75,000 |
| Resist Inc | |||||||
| 42 Seaverns Ave | Jamaica Plain | MA | 02130 | N/A | PC | Massachusetts Education Justice Alliance Project | $45,000 |
| Resist Inc | |||||||
| PO Box 301240 | Jamaica Plain | MA | 02130 | N/A | PC | Matahari Women Workers Center Project | $60,000 |
| Resist Inc | |||||||
| 42 Seaverns Ave | Jamaica Plain | MA | 02130 | N/A | PC | Stories Inspiring Movements Project | $50,000 |
| The City School Inc | |||||||
| 614 Columbia Rd | Dorchester | MA | 02125 | N/A | PC | Ella Baker Young Adult Fellowship | $40,000 |
| The Schott Foundation for Public Education | |||||||
| One Mifflin Place Ste 400 | Cambridge | MA | 02138 | N/A | PC | Massachusetts Gateway Strategy for Education Justice Project | $50,000 |
| Urban Revival Inc | |||||||
| 284 Amory St | Jamaica Plain | MA | 02130 | N/A | PC | Homes for All Massachusetts Project | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $930,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Interest from PRI/MRIs | Desc |
| Related Or Exempt Function Incm | $44,289 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $197,292 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,284,828 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $110,597 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $78,064 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,184,609 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership income | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$210 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,772,217 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $77,854 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,549,543 | ExclusionAmt |
| Related Or Exempt Function Incm | $44,289 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,671,686 | 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 | 1a | LineNumberTxt |
| Relationship Statement | Interest earned from loans to low-income housing development projects and other program related investments 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 | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Common Stream Inc | ||||||
| 1 | PO Box 300757 | Jamaica Plain | MA | 02130 | $70,000 | Yes (X) |
| Lohengrin Foundation Inc | ||||||
| 2 | W Madison 3rd Floor | Chicago | IL | 60606 | $125,000 | Yes (X) |
| The Oak Foundation USA | ||||||
| 3 | 45 Rockfeller Plaza 2100 | New York | NY | 10111 | $1,800,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Tax compliance | $14,500 | $5,750 | $7,250 |
| Accounting services | $22,150 | $14,398 | $7,723 |
| Audit services | $34,500 | $22,425 | $12,075 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Pursuant to Regulation 53.4942(a)-3(c)(2)(iv), the foundation hereby elects to treat, as a current distribution out of corpus, the following unused prior years distributions that were treated as corpus distributions under Regulation 53.4942(a)-3(d)(1)(iii) in such prior tax year:Tax Year Amount2019 $911,5102020 $443,490During 2024, The Hyams Foundation received a total of $1,355,000 in cash contributions from private foundations, comprised of the following:Common Stream Inc: $70,000Barr Foundation: $400,000The Oak Foundation USA: $760,000Lohengrin Foundation Inc: $125,000Pursuant to Regulation 53.4942(a)-3(c)(2)(iv), The Hyams Foundation elects to treat $911,510 of excess 2019 qualifying distributions and $443,490 of excess 2020 qualifying distributions that were treated as distributions out of corpus in such prior tax year to satisfy the requirements imposed by Section 4942(g)(3). | ElectionDesc |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Home Funders Collaborative LLC | ||||||||||
| 75 Arlington St | Boston | MA | 02116 | 2003-06-26 | $3,007,500 | The purpose of this program related investment is to make predevelopment and permanent financing loans to qualifying low-income housing developments.Detail of the dates and PRI amounts in the totals above:Date Amount06/26/2003 $ 7,50010/31/2004 $ 135,00012/31/2004 $ 525,00010/31/2005 $ 162,50003/31/2006 $ 450,00005/31/2006 $ 120,00002/28/2007 $ 225,00003/31/2007 $ 202,50006/30/2007 $ 240,00010/29/2008 $ 540,00001/08/2009 $ 400,000 | To the knowledge of the Foundaton, there have been no diversions. | Latest reports received: 06/30/22, 03/01/23, 07/24/24, 08/26/25 | 2025-08-26 | Home Funders has submitted complete reports since December of 2003 of the type ordinarily required by commercial investors under similar circumstances, including annual audited financial statements. This investment remained on the Foundations books as of 12/31/24. |
| EBNT Holdings LLC (East Boston Neighborhood Trust) | ||||||||||
| 72 Marginal Street 6th Floor | Boston | MA | 02128 | 2022-09-23 | $1,000,000 | PRI loan for a period of fifteen years. EBNT agreed to use the loan funds to acquire and provide permanently affordable rental housing stock throughout East Boston. | To the knowledge of the Foundaton, there have been no diversions. | Latest reports received: 05/25/23, 04/10/24, 08/27/24 | This investment remained on the Foundations books as of 12/31/24. | |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | From Sch K-1 (Form 1065) - UBTI | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $78,064 | GrossSalesPriceAmt |
| Basis Method | Cost | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $78,064 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (63 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 164 Adobe Inc | $72,928 | $72,928 |
| 2,070 Alphabet Inc Class C | $394,211 | $394,211 |
| 605 American Water Works Co Inc | $75,316 | $75,316 |
| 230 Ameriprise Financial, Inc. | $122,459 | $122,459 |
| 456 Analog Devices Inc | $96,882 | $96,882 |
| 199 Aon PLC | $71,473 | $71,473 |
| 59,385 Ariel Fund Institutional | $4,298,872 | $4,298,872 |
| 1,282 Ball Corp | $70,677 | $70,677 |
| 3,085 Bank of America Corp | $135,586 | $135,586 |
| 33 Booking Holdings Inc | $163,958 | $163,958 |
| 1,424 Broadcom Inc | $330,140 | $330,140 |
| 101,610 Brown Advisory Sustainable Growth Fund Inst | $5,599,742 | $5,599,742 |
| 112,900 Brown Capital Management Intl Small Company Fund Inst | $2,814,595 | $2,814,595 |
| 1,159 Carrier Global Corp | $79,113 | $79,113 |
| 649 CBRE Group Inc | $85,207 | $85,207 |
| 248,710 CCM Community Impact Bond Fund Inst | $2,325,436 | $2,325,436 |
| 471 CME Group Inc | $109,380 | $109,380 |
| 910 Colgate-Palmolive Co | $82,728 | $82,728 |
| 169 Costco Wholesale Corp | $154,850 | $154,850 |
| 741 CRH PLC | $68,557 | $68,557 |
| 279 Cummins Inc | $97,259 | $97,259 |
| 291 Danaher Corp | $66,799 | $66,799 |
| 2,102 Defiance Daily Target 2X Long MP ETF | $526,383 | $526,383 |
| 439 Digital Realty Trust Inc | $77,848 | $77,848 |
| 293,638 DoubleLine Total Return Bond Fund Class I | $2,545,845 | $2,545,845 |
| 330 Ecolab Inc | $77,326 | $77,326 |
| 1,033 Edwards Lifesciences Corp | $76,473 | $76,473 |
| 165 Eli Lilly And Co | $127,380 | $127,380 |
| 905 Emerson Electric Co | $112,157 | $112,157 |
| 1,122 Eversource Energy | $64,436 | $64,436 |
| 2,069 Fifth Third Bancorp | $87,477 | $87,477 |
| 873 Hologic Inc | $62,935 | $62,935 |
| 361 Home Depot Inc | $140,425 | $140,425 |
| 183 Intuit Inc | $115,015 | $115,015 |
| 1,715 Merck & Co Inc | $170,608 | $170,608 |
| 1,141 Metlife Inc | $93,425 | $93,425 |
| 1,021 Micron Technology Inc | $85,927 | $85,927 |
| 1,279 Microsoft Corp | $539,098 | $539,098 |
| 826 Mondelez International, Inc. | $49,337 | $49,337 |
| 903 Morgan Stanley | $113,525 | $113,525 |
| 299 Netflix Inc | $266,505 | $266,505 |
| 2,617 Nvidia Corp | $351,437 | $351,437 |
| 365 Omega Healthcare Investors Inc | $51,034 | $51,034 |
| 618 Procter & Gamble Co | $103,608 | $103,608 |
| 559 Ralph Lauren Corp | $129,118 | $129,118 |
| 107 Regeneron Pharmaceuticals Inc | $76,219 | $76,219 |
| 384 Salesforce Inc | $116,347 | $116,347 |
| 1,507 TJX Companies Inc | $182,061 | $182,061 |
| 903 T-Mobile Us Inc | $199,319 | $199,319 |
| 172 Ulta Beauty Inc | $74,808 | $74,808 |
| 216 Valmont Industries Inc | $66,241 | $66,241 |
| 1,727 Vanguard Balanced Index Fund Admiral Shares | $83,748 | $83,748 |
| 365,722 Vanguard Developed Markets Index Fund Inst | $5,624,797 | $5,624,797 |
| 178,190 Vanguard Emerging Markets Stock Index Fund Inst | $4,982,181 | $4,982,181 |
| 95,304 Vanguard Inflation-Protected Securities Fund Admiral Shares | $2,146,243 | $2,146,243 |
| 1,055,437 Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | $9,034,540 | $9,034,540 |
| 676,157 Vanguard Intermediate-Term Treasury Fund Admiral Shares | $6,579,005 | $6,579,005 |
| 40,409 Vanguard Total World Stock Index Fund Institutional Shares | $1,680,596 | $1,680,596 |
| 288 Vertex Pharmaceuticals Inc | $115,978 | $115,978 |
| 686 Vertiv Holdings Co | $77,936 | $77,936 |
| 838 Visa Inc | $264,842 | $264,842 |
| 486 Westinghouse Air Brake Technologies Corp | $92,141 | $92,141 |
| 656 Xylem Inc | $76,109 | $76,109 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (47 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 57 Stars Global Opportunity Fund 3 Blocker (Cayman), L.P. | FMV | $507,976 | $507,976 |
| AACP Tax Exempt Investors II, L.P. | FMV | $58,174 | $58,174 |
| AACP Tax-Exempt Investors III, L.P. | FMV | $265,463 | $265,463 |
| AACP Tax-Exempt Investors V, L.P. | FMV | $981,344 | $981,344 |
| Arrowstreet Capital Global All Country Alpha Extension Fund (Cayman) Ltd. | FMV | $11,565,407 | $11,565,407 |
| Asia Alternatives Delaware III, LP | FMV | $777 | $777 |
| Asia Alternatives Delaware V, LP | FMV | $69,395 | $69,395 |
| Auldbrass Partners Secondary Opportunity Fund II, L.P. | FMV | $538,015 | $538,015 |
| Auldbrass Partners Secondary Opportunity Fund III, L.P. | FMV | $1,264,182 | $1,264,182 |
| Avanath Affordable Housing IV, LLC | FMV | $1,189,966 | $1,189,966 |
| Banneker Partners Fund II, L.P. | FMV | $1,086,793 | $1,086,793 |
| Base10 Advancement Initiative I, L.P. | FMV | $1,198,809 | $1,198,809 |
| Base10 Partners III, L.P. | FMV | $504,808 | $504,808 |
| Brightwood Capital Fund IV-U, LP | FMV | $1,438,229 | $1,438,229 |
| CA Resources Fund (U.S. Tax-Exempt), L.P. - Series Bain X | FMV | $113,819 | $113,819 |
| Commonfund Capital International Partners VI LP | FMV | $38,166 | $38,166 |
| Commonfund Capital Natural Resources Partners IX, L.P. | FMV | $613,899 | $613,899 |
| Commonfund Capital Natural Resources Partners VII LP | FMV | $22,157 | $22,157 |
| Commonfund Capital Venture Partners VII LP | FMV | $94,007 | $94,007 |
| Commonfund Capital Venture Partners VIII LP | FMV | $245,171 | $245,171 |
| Dover Street IX Cayman Fund L.P. | FMV | $461,225 | $461,225 |
| Dover Street VIII Cayman Fund L.P. | FMV | $24,479 | $24,479 |
| Genesis Emerging Markets, L.P. - Side Pocket (Russia) | FMV | $1 | $1 |
| Grain Communications Opportunity Fund II, L.P. | FMV | $2,881,031 | $2,881,031 |
| Heard High Conviction Long Only Fund LLC | FMV | $2,604,740 | $2,604,740 |
| Impact America Fund III, L.P. | FMV | $49,819 | $49,819 |
| Impactive Capital Fund Ltd. | FMV | $1,909,665 | $1,909,665 |
| LCP VII (Offshore), L.P. | FMV | $61,898 | $61,898 |
| Legacy Venture V (QP), LLC | FMV | $712,887 | $712,887 |
| Legacy Venture VI (QP), LLC | FMV | $1,309,175 | $1,309,175 |
| Material Impact Fund III, L.P. | FMV | $96,083 | $96,083 |
| Metis Equity Trust- Metis US Equity Index Portfolio | FMV | $19,366,352 | $19,366,352 |
| Metropolitan Real Estate Partners Global II, L.P. | FMV | $39,177 | $39,177 |
| Metropolitan Real Estate Partners Global IV, L.P. | FMV | $114,141 | $114,141 |
| Park Street Capital Natural Resource Fund III, L.P. | FMV | $25,434 | $25,434 |
| Park Street Capital Natural Resource Fund IV, L.P. | FMV | $7,527 | $7,527 |
| Park Street Capital Natural Resource Fund V, L.P. | FMV | $339,111 | $339,111 |
| Park Street Capital Private Equity Fund IX, L.P. | FMV | $223,050 | $223,050 |
| Park Street Capital Private Equity Fund VIII, L.P. | FMV | $18,764 | $18,764 |
| Park Street Capital Private Equity Fund X, L.P. | FMV | $737,614 | $737,614 |
| Preserver, L.P. | FMV | $5,778,970 | $5,778,970 |
| Siguler Guff Distressed Opportunities Fund IV, L.P. | FMV | $47,819 | $47,819 |
| SJF Ventures IV, L.P. | FMV | $1,042,011 | $1,042,011 |
| TrueBridge-Kauffman Fellows Endowment Fund III, L.P. | FMV | $1,532,921 | $1,532,921 |
| TrueBridge-Kauffman Fellows Endowment Fund IV, L.P. | FMV | $2,282,363 | $2,282,363 |
| Varadero International, Ltd | FMV | $4,038,949 | $4,038,949 |
| Wellington Trust Company, NA CTF Global Impact Portfolio | FMV | $7,385,116 | $7,385,116 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General governance and counsel | CategoryTxt |
| Legal Fees | $9,837 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,343 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MRI - Equitable Transit Oriented Development Accelerator Fund, LLC | $1,500,000 | $1,500,000 | $1,500,000 |
| Operating right-of-use asset | $244,141 | $139,024 | $139,024 |
| PRI - Boston Impact Initiative | $500,000 | $500,000 | $500,000 |
| PRI - EBNT Holdings LLC | $1,000,000 | $1,000,000 | $1,000,000 |
| PRI - Home Funders Collaborative, LLC | $2,266,812 | $2,266,811 | $2,266,811 |
| PRI - The Ujima Fund | $100,000 | $100,000 | $100,000 |
| Employee emergency loan | $9,300 | $7,440 | $7,440 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Financial management software | $14,065 | $13,767 | $0 |
| Grant management software | $70,129 | $0 | $70,129 |
| Information technology | $20,255 | $810 | $19,421 |
| Insurance | $16,713 | $669 | $16,044 |
| Office expense | $12,115 | $486 | $11,612 |
| Payroll fees | $2,686 | $107 | $2,579 |
| Telephone | $4,036 | $161 | $3,875 |
| Partnership expenses | $800,628 | $756,186 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Dividends from private funds | $110,597 | $110,597 | $110,597 |
| Interest from PRI/MRIs | $44,289 | $44,289 | $44,289 |
| Partnership income | $1,772,007 | $1,771,591 | $1,772,007 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Change in deferred tax liability | $54,987 |
| Unrealized appreciation in value of investments | $7,670,931 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Cumulative deferred excise tax | $168,685 | $113,698 |
| Operating lease liability | $248,718 | $143,296 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Philanthropic consulting | $92,025 | $0 | $92,025 |
| Investment and custodial fees | $563,805 | $551,878 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Income and excise taxes | CategoryTxt |
| Amt | $63,725 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |