SHAPIRO FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SHAPIRO FOUNDATION (EIN 04-3541595)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349102577
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- 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 | 2025-11-17T10:36:14-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203250475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESMOND & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23901 CALABASAS RD SUITE 1010 | AddressLine1Txt |
| City | CALABASAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91302 | 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 | 043541595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHAPIRO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAP | BusinessNameControlTxt |
| Phone | 8186102900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 197 FIRST AVENUE SUITE 300 | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD SHAPIRO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8186102900 | PhoneNum |
| Signature | 2025-11-13 | 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 | LENNY ESMOND CPA | PreparerPersonNm |
| PTIN | P00037472 | PTIN |
| Phone | 8186102900 | PhoneNum |
| Preparation | 2025-11-13 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $139,084,513 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,049,108 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,049,108 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $355,141 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $355,141 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,359,114 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,246,710 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,686,773 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$740,924 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $935,875 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,022,439 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,026,897 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $582,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $46,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $536,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $101,809 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,411 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $94,398 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $53,145 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,629 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $42,516 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $558,465 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $558,465 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,076,433 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,076,433 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,885 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,385 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $500 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $21,825 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $21,825 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $128,667 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $128,667 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $672,007 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $587,417 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $84,576 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,203,236 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,732,275 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,470,947 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,181,775 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,181,775 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,385,011 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,732,275 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,652,722 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,362,572 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,294,622 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $893,860 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,237,371 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,237,371 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $731,892 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,287,510 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,287,510 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $11,078,385 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,530,362 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,530,362 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $96,869,949 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $97,185,211 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $112,528,391 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $15,508,379 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,500,879 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,500,879 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $125,082,465 | TotalAssetsBOYAmt |
| Total Assets EOY | $123,741,333 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $139,084,513 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $23,346 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,914 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $23,346 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,914 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $125,059,119 | RetainedEarningBOYAmt |
| Retained Earning EOY | $123,734,419 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $125,059,119 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $123,734,419 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $125,082,465 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $123,741,333 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $125,059,119 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,362,572 | ExcessRevenueOverExpensesAmt |
| Other Increases | $37,872 | OtherIncreasesAmt |
| Subtotal | $123,734,419 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $123,734,419 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY #0253 | 2024-12-31 | $11,857,929 | $11,850,295 | $7,634 | $7,634 |
| MORGAN STANLEY #0253 | 2024-12-31 | $3,365,000 | $3,364,272 | $728 | $728 |
| MORGAN STANLEY #0253 | 2024-12-31 | $2,245,000 | $2,245,000 | $0 | $0 |
| SHORT TERM CAPITAL GAIN (LOSS) FROM PASSTHROUGH | 2024-12-31 | $959,452 | -$959,452 | -$959,452 | |
| LONG TERM CAPITAL GAIN (LOSS) FROM PASSTHROUGH | 2024-12-31 | $7,778,781 | $2,140,918 | $5,637,863 | $5,637,863 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,686,773 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $73,595 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $73,595 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $73,595 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $201,247 | 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 | $201,247 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $127,652 | OverpaymentAmt |
| Applied To ES Tax | $127,652 | 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.THESHAPIROFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8186102900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 197 FIRST AVENUE SUITE 300 | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EDWARD L SHAPIRO | ||||||||
| 197 FIRST AVENUE SUITE 300 | NEEDHAM | MA | 02494 | TRUSTEE | 30.00 | $0 | $0 | $0 |
| BARBARA J SHAPIRO | ||||||||
| 197 FIRST AVENUE SUITE 300 | NEEDHAM | MA | 02494 | TRUSTEE | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE L TOBIN | ||||||||
| 197 FIRST AVENUE SUITE 300 | NEEDHAM | MA | 02494 | FDTN DIRECTOR | 40.00 | $352,000 | $46,000 | $0 |
| KAYLA W ROWE | ||||||||
| 197 FIRST AVENUE SUITE 300 | NEEDHAM | MA | 02494 | EXECUTIVE ASSISTANT | 40.00 | $230,000 | $23,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Province Or StateForeignAddress/ProvinceOrStateNm | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALEJANDRO OKRET | ||||||||||
| 4 HALE CLOSE | LONDON | UK | E4 6SA | CONSULTING | $243,903 | |||||
| SARAH WISEMAN | ||||||||||
| 5503 LITTLE HARBOUR ROAD | LITTLE HARBOUR | CA | B25 5C4 | CONSULTING | $185,514 | NOVA SCOTIA | ||||
| AIMEE MITCHELL AND ASSOCIATES | ||||||||||
| CONSULTING | $102,670 | 248 BROOK STREET | REHOBOTH | MA | 02769 | |||||
| ESMOND & ASSOCIATES INC | ||||||||||
| ACCOUNTING | $53,145 | 23901 CALABASAS RD | CALABASAS | CA | 91302 | |||||
| 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 | $17,342,793 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,541,250 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $104,699,590 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $128,583,633 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $128,583,633 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,928,754 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $126,654,879 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,332,744 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,332,744 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $73,595 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $135,088 | IncomeTaxAmt |
| Total Tax | $208,683 | TotalTaxAmt |
| Distributable Before Adj | $6,124,061 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,124,061 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,124,061 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,652,722 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,652,722 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,124,061 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $919,343 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,607,644 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,563,627 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,765,495 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,153,804 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,009,913 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,652,722 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,124,061 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $528,661 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,538,574 | 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 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $919,343 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,619,231 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,607,644 | ExcessFromYear4Amt |
| Excess From Year3 | $1,563,627 | ExcessFromYear3Amt |
| Excess From Year2 | $2,765,495 | ExcessFromYear2Amt |
| Excess From Year1 | $6,153,804 | ExcessFromYear1Amt |
| Excess From Current Year | $528,661 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD L SHAPIRO | ContributingManagerNm |
| Contributing Manager | BARBARA J SHAPIRO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 2LIFE COMMUNITIES | ||||||||
| 30 WALLINGFORD ROAD | BRIGHTON | MA | 02135 | NONE | PUBLIC CHARITY | EDUCATION | $100 | |
| ACS ATHENS | ||||||||
| RODNEY SQUARE 100 N KING STREET | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | EDUCATION | $28,000 | |
| ADAPTIVE SPORT PARTNERS OF THE NORTH COUNTY | ||||||||
| 297 MAIN STREET | FRANCONIA | NH | 03580 | NONE | PUBLIC CHARITY | DOMESTIC NEED | $517 | |
| AGAHOZO SHALOM YOUTH VILLAGE | ||||||||
| 620 8TH AVE 19TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $83,000 | |
| ALIGHT | ||||||||
| 1325 QUINCY STREET NE SUITE A1 | MINNEAPOLIS | MN | 55413 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $405,429 | |
| AMERICAN BRAIN TUMOR ASSOCIATION | ||||||||
| ONE WHITEHALL STREET 2ND FLOOR | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $100 | |
| ANU FOUNDATION USA | ||||||||
| 1350 AVE OF THE AMERICAS FLOOR 2 | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | EDUCATION | $65,000 | SUITE 266 |
| BATES COLLEGE | ||||||||
| 2 ANDREWS RD | LEWISTON | ME | 04240 | NONE | PUBLIC CHARITY | EDUCATION | $52,750 | |
| BEAVER COUNTRY DAY SCHOOL | ||||||||
| 791 HAMMOND STREET | CHESTNUT HILL | MA | 02467 | NONE | PUBLIC CHARITY | EDUCATION | $64,400 | |
| BECCA SCHMILL FOUNDATION | ||||||||
| PO BOX 920045 | NEEDHAM | MA | 02492 | NONE | PUBLIC CHARITY | DOMESTIC NEED | $1,000 | |
| BENTLEY UNIVERSITY | ||||||||
| 175 FOREST STREET | WALTHAM | MA | 02452 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 | |
| BORDER SERVANT CORPS | ||||||||
| 1701 MISSOURI AVENUE | LAS CRUCES | NM | 88001 | NONE | PUBLIC CHARITY | EDUCATION | $50,000 | |
| BOSTON CHILDREN'S HOSPITAL | ||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $2,590 | |
| BOSTON MEDICAL CENTER | ||||||||
| 1 BOSTON MEDICAL CENTER | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $350,000 | |
| BRAVE GENERATION | ||||||||
| 320 W 76TH ST 1FG | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | DOMESTIC NEED | $30,400 | |
| BREAKTHROUGH T1D (FKA JUVENILLE DIABETES RESEARCH FUNDING) | ||||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $5,000 | |
| BRIDGE2RWANDA | ||||||||
| 1818 N TAYLOR ST SUITE B PMB 322 | LITTLE ROCK | AR | 72207 | NONE | PUBLIC CHARITY | EDUCATION | $3,500 | |
| CACHE REFUGEE AND IMMIGRANT CONNECTION | ||||||||
| 1115 N 200 E 130 | LOGAN | UT | 84341 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $5,000 | |
| DANA FARBER JIMMY FUND PMC | ||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $3,000 | |
| DC SCORES | ||||||||
| 1140 CONNECTICUT AVE NW SUITE 1200 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $5,000 | |
| DC UNITED FOUNDATION | ||||||||
| 2400 EAST CAPITOL STREET | WASHINGTON | DC | 20003 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $5,000 | |
| DUET | ||||||||
| 50 MILK STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $26,107 | |
| EDUCATION FOR ALL CHILDREN | ||||||||
| 104 CONGRESS STREET SUITE 301 | PORTSMOUTH | NH | 03801 | NONE | PUBLIC CHARITY | EDUCATION | $7,500 | |
| EMERGENCY ASSISTANCE FOUNDATION | ||||||||
| 700 S DIXIE HIGHWAY SUITE 107 | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $100 | |
| EMORY | ||||||||
| 1599 CLIFTON ROAD | ATLANTA | GA | 30322 | NONE | PUBLIC CHARITY | EDUCATION | $30,000 | |
| EVERY CAMPUS A REFUGE | ||||||||
| 5800 WEST FRIENDLY AVENUE | GREENSBORO | NC | 27410 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $2,000 | |
| FILMMAKERS COLLABORATIVE | ||||||||
| 6 EASTMAN PLACE SUITE 202 | MELROSE | MA | 02179 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $10,000 | |
| FOCUSING PHILANTHROPY | ||||||||
| 1637 16TH STREET | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $200,000 | |
| GLOBAL DEVELOPMENT INCUBATOR | ||||||||
| 1401 K STREET NORTHWEST | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $137,000 | |
| GRAD BAG | ||||||||
| 18 RICHBELL ROAD | SCARSDALE | NY | 10583 | NONE | PUBLIC CHARITY | EDUCATION | $500 | |
| HIAS | ||||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $91,936 | |
| HOME IS HERE NOLA | ||||||||
| 3500 CANAL STREET 2ND FLOOR | NEW ORLEANS | LA | 70119 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $100,000 | |
| HOPE AND COMFORT | ||||||||
| 659 HIGHLAND AVE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $25,000 | |
| HORIZONS FOR THE HOMELESS CHILDREN | ||||||||
| 15725 PARTHENIA STREET | NORTH HILLS | CA | 91343 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $303,537 | |
| HUMANITARIAN INNOVATION GROUP (HIG) | ||||||||
| 1325 AVENUE OF THE AMERICAS SUITE | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $96,714 | 2700 |
| HUMANITY RISES | ||||||||
| 346 CONGRESS STREET UNIT 402 | BOATON | MA | 02210 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $60,000 | |
| IMMIGRANT FAMILY SERVICES INSTITUTE (IFSI) | ||||||||
| 1626 BLUE HILL AVE | MATTAPAN | MA | 02126 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $124,000 | |
| INSTITUTE FOR COMMUNITY HEALTHLEAH ZALLMAN CENTER | ||||||||
| 350 MAIN STREET | MALDEN | MA | 02148 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $10,000 | |
| INTEGRATED REFUGEE & IMMIGRANT SERVICES | ||||||||
| 235 NICOLL STREET 2ND FLOOR | NEW HAVEN | CT | 06511 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $5,000 | |
| INTERNATIONAL COMMUNITY SCHOOL | ||||||||
| 2418 WOOD TRAIL LANE | DECATUR | GA | 30033 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $500 | |
| INTERNATIONAL REFUGEE ASSISTANCE PROJECT (IRAP) | ||||||||
| ONE BATTERY PARK PLAZA 4TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $500,000 | |
| ISRAAID | ||||||||
| 9663 SANTA MONICA BOULEVARD BOX 848 | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $125,940 | |
| JAPAN ICU FOUNDATION | ||||||||
| 475 RIVERSIDE DRIVE 439 | NEW YORK | NY | 10115 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $50,000 | |
| JEWISH BIG BROTHERS BIG SISTERS | ||||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $25,000 | |
| JEWISH FAMILY SERVICE SAN DIEGO | ||||||||
| 8804 BALBOA AVENUE | SAN DIEGO | CA | 92123 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $18,000 | |
| JUSTICE ACTION CENTER | ||||||||
| PO BOX 27280 | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $25,000 | |
| KARAM FOUNDATION | ||||||||
| 2045 W GRAND AVE STE B | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $52,000 | |
| KEEPING OUR PROMISE | ||||||||
| 888 PITTSFORD MENDON CENTER RD | PITTSFORD | NY | 14534 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $25,000 | |
| LABOR MOBILITY PARTNERSHIPS (LAMP) | ||||||||
| 712 H STREET NE SUITE 1902 | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $200,000 | |
| MALENGO INC | ||||||||
| 8 THE GREEN SUITE 4000 A | DOVER | DE | 19901 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $105,000 | |
| MASSACHUSETTS GENERAL HOSPITAL (MGH) | ||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $2,500 | |
| MESSIAH UNITED METHODIST CHURCH (FOR NOVA RAFT) | ||||||||
| 6215 ROLLING ROAD | SPRINGFIELD | VA | 22152 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $10,000 | |
| MIGRATIONPOLICYINSTITUTE | ||||||||
| 1275 K STREET NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $10,358 | |
| MILES4MIGRANTS | ||||||||
| 3629 LAUREL STREET | NEW ORLEANS | LA | 70115 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $39,558 | |
| NEW ENGLAND INTERNATIONAL DONORS (NEID) | ||||||||
| 120 ST JAMES AVE | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $7,500 | |
| ONE MISSION | ||||||||
| 69 MILK STREET SUITE 308 | WESTBOROUGH | MA | 01581 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $275 | |
| OUR GENERATION SPEAKS | ||||||||
| 415 SOUTH STREET MS 035 | WALTHAM | MA | 02453 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $1,313 | |
| PATHWAYS INTERNATIONAL US | ||||||||
| 1100 13TH STREET NW SUITE 800 | WASHINGTON | WA | 20005 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $295,000 | |
| PLACES TO THRIVE | ||||||||
| 248 REHOBOTH | REHOBOTH | MA | 02769 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $32,000 | |
| POLITICAL ASYLUM IMMIGRATION REP (PAIR) | ||||||||
| 98 N WASHINGTON STREET 106 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $25,000 | |
| REFUGE COFFEE CO | ||||||||
| 4170 E PONCE DE LEON AVE NE | CLARKSTON | GA | 30021 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $2,500 | |
| REFUGE HOME PROJECT | ||||||||
| 134 E 40TH STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $136,000 | |
| REFUGEE COUNCIL USA (RCUSA) | ||||||||
| 1628 16TH STREET NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $25,000 | |
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $4,211 | |
| SOCIAL FINANCE | ||||||||
| 10 MILK STREET SUITE 1010 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $100,000 | |
| SOLES4SOULS | ||||||||
| 319 MARTINGALE DRIVE | OLD HICKORY | TN | 37138 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $10,000 | |
| SOUTHERN NEW HAMPSHIRE UNIVERSITY | ||||||||
| 2500 N RIVER RD | HOOKSETT | NH | 03106 | NONE | PUBLIC CHARITY | EDUCATION | $32,330 | |
| SQUASHBUSTERS | ||||||||
| 795 COLUMBUS AVENUE | ROXBURY CROSSING | MA | 02120 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $5,100 | |
| TARGET ALS | ||||||||
| PO BOX 1598 | NEW YORK | NY | 10101 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $2,500 | |
| TEACH FOR AMERICA | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 | |
| TEAM IMPACT | ||||||||
| 500 VICTORY BLVD | QUINCY | MA | 02171 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $15,000 | |
| TEMPLE BETH ELOHIM | ||||||||
| 10 BETHEL ROAD | WELLESLEY | MA | 02481 | NONE | PUBLIC CHARITY | DOMESTIC NEEDS | $78,335 | |
| TEREZIN MUSIC FOUNDATION | ||||||||
| PO BOX 203206 | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | EDUCATION | $836 | |
| THE CHILDREN'S ROOM | ||||||||
| 1210 MASSACHUSETTS AVENUE | ARLINGTON | MA | 02476 | NONE | PUBLIC CHARITY | DOMESTIC RELIEF | $5,000 | |
| THE GREATER BOSTON FOOD BANK | ||||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | DOMESTIC RELIEF | $5,000 | |
| THE NISKANEN CENTER | ||||||||
| 820 FIRST STREET NE SUITE 675 | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | DOMESTIC RELIEF | $178,591 | |
| THE RASHI SCHOOL | ||||||||
| 8000 GREAT MEADOW ROAD | DEDHAM | MA | 02026 | NONE | PUBLIC CHARITY | EDUCATION | $33,072 | |
| THRIVE SCHOLARS | ||||||||
| 160 STATE STREET | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | DOMESTIC RELIEF | $20,000 | |
| US COMMITTEE FOR REFUGEES AND IMMIGRANTS (USCRI) | ||||||||
| 2231 CRYSTAL DRIVE SUITE 350 | ARLINGTON | VA | 22202 | NONE | PUBLIC CHARITY | DOMESTIC RELIEF | $80,918 | |
| UCLA FOUNDATION - ANDERSON | ||||||||
| 110 WESTWOOD PLAZA | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | EDUCATION | $60,000 | |
| UCLA FOUNDATION - CENTER FOR IMMIGRATION LAW & POLICY | ||||||||
| PO BOX 7145 | PASADENA | CA | 91109 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 | |
| UNIVERSITY OF PENNSYLVANIA- WHARTON | ||||||||
| 8818 GOODBYS EXECUTIVE DRIVE | JACKSONVILLE | FL | 32217 | NONE | PUBLIC CHARITY | EDUCATION | $20,000 | |
| WELCOMENST | ||||||||
| 225 CEDAR HILL SUITE 200 | MARLBOROUGH | MA | 01752 | NONE | PUBLIC CHARITY | INTERNATIONAL RELIEF | $10,000 | |
| WELCOMING INITIATIVE FOR NEWCOMERS (WIN) | ||||||||
| 10089 WILLOW CREEK ROAD SUITE | SAN DIEGO | CA | 92131 | NONE | PUBLIC CHARITY | DOMESTIC RELIEF | $5,000 | 200309 |
| WORLD LEARNING | ||||||||
| 1015 15TH STREET NW FLOOR 9 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | EDUCATION | $363,258 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,181,775 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,049,108 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $355,141 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,672,341 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,686,773 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PASSTHROUGH ORDINARY INCOME | 900001 | $150,194 | 01 | $394,930 |
| PASSTHROUGH INCOME (LOSS) | 900001 | -$1,914,042 | 01 | -$1,411,294 |
| PASSTHROUGH INTEREST INCOME | 900001 | 01 | $1,452,134 | |
| PASSTHROUGH DIVIDEND INCOME | 900001 | 01 | $500,105 | |
| FEDERAL TAX REFUND | 900001 | 01 | $9,939 | |
| MASSACHUSETTS TAX REFUND | 900001 | 01 | $77,110 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$91,507 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,113,946 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,022,439 | 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 | 3 | LineNumberTxt |
| Relationship Statement | NONE | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $53,145 | Amt |
| Net Investment Income | $10,629 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $42,516 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (16 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MS CORPORATE BONDS - ABBVIE INC | $846,660 | $846,660 |
| MS CORPORATE BONDS - AMERICAN EXPRESS CO | $752,327 | $752,327 |
| MS CORPORATE BONDS - WELLS FARGO & CO | $734,524 | $734,524 |
| MS CORPORATE BONDS - TOYOTA MOTOR CREDIT CORP | $801,992 | $801,992 |
| MS CORPORATE BONDS - DOMINION ENERGY INC | $834,939 | $834,939 |
| MS CORPORATE BONDS - EBAY INC | $606,371 | $606,371 |
| MS CORPORATE BONDS - ORACLE CORP | $844,849 | $844,849 |
| MS CORPORATE BONDS - QUALCOMM INC | $841,552 | $841,552 |
| MS CORPORATE BONDS - DUKE ENERGY CORP | $827,955 | $827,955 |
| MS CORPORATE BONDS - JOHN DEERE CAPITAL CORP | $550,710 | $550,710 |
| MS CORPORATE BONDS - RYDER SYSTEM INC | $757,296 | $757,296 |
| MS CORPORATE BONDS - SOUTHERN CO/THE | $853,196 | $853,196 |
| MS CORPORATE BONDS - ELEVANCE HEALTH INC | $779,275 | $779,275 |
| MS CORPORATE BONDS - TRUIST BANK | $836,203 | $836,203 |
| MS CORPORATE BONDS - CITIGROUP INC | $810,429 | $810,429 |
| MS CORPORATE BONDS - JPMORGAN CHASE & CO | $852,084 | $852,084 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,287,510 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,287,510 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BETTOR CAPITAL FUND | FMV | $3,356,424 | $4,544,417 |
| BRACEBRIDGE - BIL FUND | FMV | $11,000,000 | $10,486,723 |
| CONTINUUM HEALTH VENTURES | FMV | $450,000 | $360,671 |
| CRAWFORD CAPITAL PARTNERS LP | FMV | $5,533,665 | $5,533,665 |
| DIGITAL FUEL CAPITAL FUND I LP | FMV | $1,102,041 | $1,821,358 |
| FL (FORGELIGHT) TVUN III LLC | FMV | $4,018,399 | $5,674,764 |
| FLYBRIDGE 2019 LEADERS LP | FMV | $290,455 | $314,449 |
| FLYBRIDGE 2022 LP | FMV | $646,821 | $696,469 |
| FLYBRIDGE OPPORTUNITIES 2022 | FMV | $204,963 | $212,692 |
| FORGELIGHT (UNIVISION) INVESTORS II LLC | FMV | $2,002,417 | $2,244,944 |
| GRIFFIN GAMING PARTNERS II LP | FMV | $621,823 | $703,396 |
| HILL CITY OFFSHORE FUND | FMV | $3,000,000 | $5,162,707 |
| ITHAN CREEK LP | FMV | $5,000,000 | $6,985,387 |
| JONES STREET INVESTMENT FUND II | FMV | $3,382,161 | $3,382,161 |
| LARP HOLDINGS LLC | FMV | $12,974,507 | $17,141,032 |
| LEGACY RIDGE CAPITAL PARTNERS EQUITY FUND I | FMV | $2,918,179 | $2,918,179 |
| MS MUTUAL FUNDS - MSILF PRIME PTF INST (MPFXX) | FMV | $69,660 | $69,660 |
| NEWPATH PARTNERS III | FMV | $215,975 | $237,340 |
| ORVIETO FUND I LP | FMV | $7,736,824 | $8,243,784 |
| PAR GROUP II, L.P. | FMV | $21,199,263 | $21,199,263 |
| POWERHOUSE CAPITAL I L.P. | FMV | $512,396 | $621,735 |
| PRI - SOCIAL FINANCE CT - UP FUND | FMV | $206,169 | $160,195 |
| PRI- KIVA REFUGEE INVESTMENT FUND LLC | FMV | $248,843 | $283,810 |
| SELVA II LP | FMV | $223,562 | $313,656 |
| TIMBERLANE ACQUISITION FUND LLC | FMV | $2,735,901 | $4,353,837 |
| BAY POND PARTNERS LP | FMV | $5,000,000 | $5,550,521 |
| FIDELITY CREDIT OPPORTUNITIES FUND II LP | FMV | $1,025,202 | $1,042,314 |
| FPM FUND 2 LP | FMV | $267,149 | $1,026,850 |
| LRE OPPORTUNITY FUND I LP | FMV | $1,242,412 | $1,242,412 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN FILM PROJECT | $104,004 | $104,004 | $104,004 |
| PROGRAM RELATED INVESTMENT - WORKAROUND | $25,000 | $25,000 | $25,000 |
| PROGRAM RELATED INVESTMENT - LOAN RECEIVABLE - KIVA USER FUNDS | $100,000 | $100,000 | $100,000 |
| PROGRAM RELATED INVESTMENT - CENTER FOR ECONOMIC OPPORTUNITY FUND | $274,375 | $271,875 | $271,875 |
| DUE FROM PAR GROUP II, L.P. | $15,000,000 | $10,000,000 | $10,000,000 |
| DUE FROM OTHERS | $5,000 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DEDUCTIONS RELATED TO PORTFOLIO INCOME FROM PASSTHROUGH | $553,470 | $553,456 | $0 |
| MEALS | $39,239 | $0 | $39,239 |
| INSURANCE | $1,153 | $0 | $1,153 |
| BANK FEES | $25 | $0 | $25 |
| UTILITIES | $4,968 | $0 | $4,968 |
| DUES & SUBSCRIPTIONS | $589 | $0 | $589 |
| OFFICE SUPPLIES | $5,692 | $0 | $5,692 |
| PARKING | $3,888 | $0 | $3,888 |
| POSTAGE | $7 | $0 | $7 |
| OFFICE EXPENSES | $29,015 | $0 | $29,015 |
| INVESTMENT FEES | $33,961 | $33,961 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH ORDINARY INCOME | $545,124 | $394,930 | $545,124 |
| PASSTHROUGH INCOME (LOSS) | -$3,325,336 | -$1,411,294 | -$3,325,336 |
| PASSTHROUGH INTEREST INCOME | $1,452,134 | $1,452,134 | $1,452,134 |
| PASSTHROUGH DIVIDEND INCOME | $500,105 | $500,105 | $500,105 |
| FEDERAL TAX REFUND | $9,939 | $9,939 | |
| MASSACHUSETTS TAX REFUND | $77,110 | $77,110 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED CHANGE IN VALUE OF INVESTMENTS | Desc |
| Amt | $37,872 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARDS PAYABLE | Desc |
| BOY Book Value | $23,346 | BOYBookValueAmt |
| EOY Book Value | $6,914 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $558,465 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $558,465 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MASSACHUSETTS TAXES | $500 | $0 | $500 |
| FOREIGN TAXES - FROM PASSTHROUGH | $4,385 | $4,385 | $0 |