GIVING GROUSBECK FAZZALARI: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GIVING GROUSBECK FAZZALARI (EIN 30-6284986)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-10-24
- IRS object ID
- 202532979349100123
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-24T11:36:13-07:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453713077 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McNulty Certified Public Accountant | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 Ave Of The America | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 306284986 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIVING GROUSBECK FAZZALARI | BusinessNameLine1Txt |
| Business Name Line2 | DATED APRIL 20 2011 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GIVI | BusinessNameControlTxt |
| Phone | 7166663080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4636 SW MYRTLE ST | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98136 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WYCLIFFE K GROUSBECK | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2025-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph A McNulty CPA | PreparerPersonNm |
| PTIN | P00820640 | PTIN |
| Phone | 6464084613 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $451,636,688 | 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 |
| Dividends Rev And Expnss | $10,065,199 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,065,199 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,021,859 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,049,403 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,021,859 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$328,074 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $10,758,984 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,087,058 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $10,817 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,704 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,113 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $761,639 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $507,139 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $254,500 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $311,555 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $103,852 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $446,212 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $62,093 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $140,296 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $140,296 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,435,390 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,433,612 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,105,909 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,109,400 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $402,909 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,799,483 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,799,483 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,905,392 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,109,400 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,202,392 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,146,408 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,977,658 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $87,738 | CashBOYAmt |
| Cash EOY | $18,366 | CashEOYAmt |
| Cash EOYFMV | $18,366 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,886,463 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,577,141 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,577,141 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $285,505,688 | OtherAssetsBOYAmt |
| Other Assets EOY | $293,585,247 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $436,041,181 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $295,479,889 | TotalAssetsBOYAmt |
| Total Assets EOY | $309,180,754 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $451,636,688 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $295,479,889 | RetainedEarningBOYAmt |
| Retained Earning EOY | $309,180,754 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $295,479,889 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $309,180,754 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $295,479,889 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $309,180,754 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $295,479,889 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,146,408 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23,847,273 | OtherIncreasesAmt |
| Subtotal | $309,180,754 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $309,180,754 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| K1 1256 STCG | P | 2023-12-01 | 2024-11-30 | $7,961 | -$7,961 | -$7,961 | |
| K1 1256 LTCG | P | 2023-12-01 | 2024-11-30 | $11,941 | -$11,941 | -$11,941 | |
| K1 1231 | P | 2023-12-01 | 2024-11-30 | $52,587 | $52,587 | $52,587 | |
| K1 1231 UBI | P | 2023-12-01 | 2024-11-30 | $7,642 | -$7,642 | -$7,642 | |
| K1 STCG | P | 2024-12-01 | 2024-11-30 | $819,366 | $819,366 | $819,366 | |
| K1 STCG UBI | P | 2023-12-01 | 2024-11-30 | $3,261 | $3,261 | $3,261 | |
| K1 LTCG | P | 2023-12-01 | 2024-11-30 | $174,144 | $174,144 | $174,144 | |
| CAPITAL GAIN DISTRIBUTIONS | P | $29 | $29 | $29 | |||
| k1 LTCG UBI | P | 2023-12-01 | 2024-11-30 | $16 | $16 | $16 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,021,859 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $124,789 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $124,789 | SubtotalAmt |
| Tax Based On Investment Income | $124,789 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $141,934 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $141,934 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $17,145 | OverpaymentAmt |
| Applied To ES Tax | $17,145 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCNULTY CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7166663080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 AVE OF THE AMERICAS STE 2300 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| WYCLIFFE K GROUSBECK | ||||||
| 226 CAUSEWAY ST 4TH FL | BOSTON | MA | 02114 | Trustee | 2.00 | $0 |
| EMILIA G FAZZALARI | ||||||
| 226 CAUSEWAY ST 4TH FL | BOSTON | MA | 02114 | Trustee | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP MORGAN | |||||
| 270 PARK AVE | NEW YORK | NY | 10017 | INV & GRANT MGMT FEES | $629,825 |
| EAGLE CAPITAL MANAGEMENT | |||||
| 270 PARK AVE | NEW YORK | NY | 10017 | INV & GRANT MGMT FEES | $77,314 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $426,061,867 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,603,837 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $438,665,704 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $438,665,704 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,579,986 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $432,085,718 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,604,286 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,604,286 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $124,789 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $124,789 | TotalTaxAmt |
| Distributable Before Adj | $21,479,497 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,479,497 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,479,497 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,202,392 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $18,202,392 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,479,497 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,795,680 | UndistributedIncomePYAmt |
| Qualifying Distributions | $18,202,392 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,795,680 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $406,712 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $21,072,785 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WYCLIFFE K GROUSBECK TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 226 CAUSEWAY ST 4TH FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6178548005 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE TYPEWRITTTEN AND INCLUDE PROOF OF IRC 501(C)(3) STATUS. UNSOLICITED GRANT REQUESTS MAY NOT RECEIVE ACKNOWLEDGEMENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES HAVE BEEN ESTABLISHED AT THIS TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO IRC SECTION 501(C)(3) DEFINED PURPOSES AND CHARITIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BEST BUDDIES INTERNATIONAL INC | |||||||||||
| 100 SOUTHEAST 2ND ST SUITE 2200 | MIAMI | FL | 33131 | N/A | PC | GENERAL | $50,000 | ||||
| BIG BROTHERS BIG SISTERS OF EASTERN | |||||||||||
| 184 HIGH ST 3RD FLOOR | BOSTON | MA | 02109 | N/A | PC | GENERAL | $150,000 | ||||
| BOSTON CELTICS SHAMROCK FOUNDATION | |||||||||||
| 226 CAUSEWAY ST | BOSTON | MA | 02114 | N/A | PC | GENERAL | $366,000 | ||||
| CITYSWING FOUNDATION INC | |||||||||||
| 901 NEW YORK AVENUE | WASHINGTON | DC | 20001 | N/A | PC | GENERAL | $15,000 | ||||
| COLORECTAL CANCER ALLIANCE | |||||||||||
| 1025 VERMONT AVE NW 10TH FL | WASHINGTON | DC | 20005 | N/A | PC | GENERAL | $5,000 | ||||
| CRIMINAL JUSTICE REFORM FOUNDATION | |||||||||||
| 1111 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | N/A | PC | GENERAL | $3,000,000 | ||||
| DANA-FARBER CANCER INSTITUTE INC | |||||||||||
| 10 BROOKLINE PLACE | BROOKLINE | MA | 02445 | N/A | PC | SUPPORT FOR CENTERS FOR EARLY DETECTION AND INTERCEPTION | $2,150,000 | ||||
| DOMINICAN ACADEMY ASSOCIATION | |||||||||||
| 44 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | PC | GENERAL | $25,000 | ||||
| FOUNDATION OF MASS EYE AND EAR INC | |||||||||||
| 399 REVOLUTION DR | SOMERVILLE | MA | 02145 | N/A | PC | GENERAL | $250,000 | ||||
| FOUNDATION TO BE NAMED LATER | |||||||||||
| 133 FEDERAL STREET SUITE 802 | BOSTON | MA | 02110 | N/A | PC | GENERAL | $50,000 | ||||
| THE JAYSON TATUM FOUNDATION | |||||||||||
| PO BOX 300061 | ST LOUIS | MO | 63130 | N/A | PC | GENERAL | $50,000 | ||||
| LOVELANE SPECIAL NEEDS HORSEBACK RI | |||||||||||
| 40 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | N/A | PC | GENERAL | $25,000 | ||||
| MW FUND | |||||||||||
| 2 BRADLEE RD | MARBLEHEAD | MA | 01945 | N/A | PC | GENERAL | $75,000 | ||||
| RYE FUND FOR EDUCATION | |||||||||||
| 555 THEODORE FREMD AVE SUITE B-101 | RYE | NY | 10580 | N/A | PC | GENERAL | $15,000 | ||||
| INNOCENCE PROJECT INC | |||||||||||
| 40 WORTH ST STE 701 | NEW YORK | NY | 10013 | N/A | PC | HOMECOMING FUND | $333,000 | ||||
| NO DOGS LEFT BEHIND | |||||||||||
| 244 5TH AVE STE 200 | NEW YORK | NY | 10001 | N/A | PC | GENERAL | $10,000 | ||||
| BOSTON CHILDREN'S HOSPITAL TRUST | |||||||||||
| GIFT SERVICES 401 PARK DR STE 602 | BOSTON | MA | 02215 | N/A | PC | GENERAL | $25,000 | ||||
| THE CAMPAIGN FOR CATHOLIC SCHOOLS | |||||||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | N/A | PC | GENERAL | $200,000 | ||||
| TARGET ALS FOUNDATION | |||||||||||
| PO BOX 1598 | NEW YORK | NY | 10101 | N/A | PC | GENERAL | $1,000,000 | ||||
| BRIGHAM AND WOMEN'S HOSPITAL INC | |||||||||||
| 116 HUNTINGTON AVE 3RD FL | BOSTON | MA | 02116 | N/A | PC | GENERAL | $40,000 | ||||
| FONDO FILANTROPICO ITALIANO ETS | |||||||||||
| N/A | PC | WE DREAM FUND | $1,200,000 | FORO BUONAPARTE 44 | MILAN | IT | |||||
| SPECIAL OLYMPICS MASSACHUSETTS INC | |||||||||||
| 512 FOREST ST | MARLBORO | MA | 01752 | N/A | PC | GENERAL | $10,000 | ||||
| NUTMEG BIG BROTHERS BIG SISTERS | |||||||||||
| 30 LAUREL ST STE 3 | HARTFORD | CT | 06106 | N/A | PC | GENERAL | $55,000 | ||||
| RON BURTON TRAINING VILLAGE | |||||||||||
| PO BOX 2 | HUBBARDSTON | MA | 01452 | N/A | PC | GENERAL | $200,000 | ||||
| FRIEDRICH'S ATAXIA RESEARCH ALLIANC | |||||||||||
| 533 W UWCHLAN AVE | DOWNINGTON | PA | 19335 | N/A | PC | GENERAL | $10,000 | ||||
| ICAHN SCHOOL OF MEDICINE AT MOUNT S | |||||||||||
| ONE GUSTAVE LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | GENERAL | $50,000 | ||||
| METROPOLITAN MUSEUM OF ART | |||||||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | N/A | PC | GENERAL | $50,000 | ||||
| IRISH YOUTH FOUNDATION UK LIMITED | |||||||||||
| N/A | PC | GENERAL | $50,000 | 5 BLACKS ROAD | LONDON | UK | W6 9DT | ||||
| NOBLE AND GREENOUGH SCHOOL | |||||||||||
| 10 CAMPUS DR | DEDHAM | MA | 02026 | N/A | PC | GENERAL | $60,000 | ||||
| YOUNG AUDIENCES NEW YORK INC | |||||||||||
| 1 EAST 53RD ST 9TH FL | NEW YORK | NY | 10022 | N/A | PC | GENERAL | $2,500 | ||||
| MUSIC WILL | |||||||||||
| PO BOX 43369 | MONTCLAIR | NJ | 07043 | N/A | PC | GENERAL | $2,500 | ||||
| METROPOLITAN MUSEUM OF ART | |||||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | N/A | PC | GUITAR GALLERY | $925,000 | ||||
| BIG SISTER ASSOCIATION OF GREATER B | |||||||||||
| 161 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | N/A | PC | GENERAL | $25,000 | ||||
| XAVIER HIGH SCHOOL | |||||||||||
| 30 WEST 16TH ST | NEW YORK | NY | 10011 | N/A | PC | WE DREAM SCHOLARSHIP AND ENDOWMENT | $1,225,200 | ||||
| AMERICAN FRIENDS OF THE ROYAL FOUND | |||||||||||
| 1150 WALNUT AVE NO 2ND FL | NEWTON | MA | 02461 | N/A | PC | EARTHSHOT PRIZE | $1,318,783 | ||||
| SECTION 16H GROUP | |||||||||||
| 323 BERGEN BLVD | FARVIEW | NJ | 07022 | N/A | PC | GENERAL | $15,000 | ||||
| 7UICE FOUNDATION | |||||||||||
| PO BOX 540403 | WALTHAM | MA | 02454 | N/A | PC | GENERAL | $10,000 | ||||
| THE IRELAND FUNDS AMERICA | |||||||||||
| 200 PARK AVE FLOOR 17 | NEW YORK | NY | 10166 | N/A | PC | GENERAL | $20,000 | ||||
| FRIENDS OF BOCCONI UNIVERSITY INC | |||||||||||
| 590 MADISON AVE | NEW YORK | NY | 10022 | N/A | PC | GENERAL | $1,000 | ||||
| FONDO FILANTROPICO ITALIANO ETS | |||||||||||
| N/A | PC | GENERAL | $10,500 | FORO BUONAPARTE 44 | MILAN | IT | |||||
| FOUNDATION TO COMBAT ANTI SEMITISM | |||||||||||
| PO BOX 18 | FOXBOROUGH | MA | 02035 | N/A | PC | GENERAL | $25,000 | ||||
| THE BARACK OBAMA FOUNDATION | |||||||||||
| PO BOX 779056 | CHICAGO | IL | 60677 | N/A | PC | LEADERSHIP DEVELOPMENT PROGRAMS, GIRLS OPPORTUNITY ALLIANCE, OBAMA PRESIDENTIAL CENTER | $1,000,000 | ||||
| BOSTON COLLEGE | |||||||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | N/A | PC | WE DREAM SCHOLARSHIP | $3,700,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,799,483 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,065,199 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $24,158 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $352,232 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$4,365 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,026,224 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $19,793 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,739,191 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,758,984 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX FEES - K1 | CategoryTxt |
| Amt | $10,817 | Amt |
| Net Investment Income | $2,704 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,113 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENTS | Desc |
| BOY Book Value | $285,505,688 | BOYBookValueAmt |
| EOY Book Value | $293,585,247 | EOYBookValueAmt |
| EOYFMV | $436,041,181 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K1 DEDUCTIONS | $1,429,877 | $1,429,877 |
| K1 INV INTEREST - TRADER | $3,735 | $3,735 |
| K1 NON DEDUCTIBLE | $1,778 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$328,074 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BOOKKEEPING | $25,000 | $0 | $0 | $25,000 |
| CONSULTING | $29,500 | $0 | $0 | $29,500 |
| GRANTS MANAGEMENT | $200,000 | $0 | $0 | $200,000 |
| MANAGEMENT FEES | $507,139 | $507,139 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL & STATE TAXES | $374,258 | |
| FOREIGN TAXES - 1099 | $2,684 | |
| FOREIGN TAXES - K1 | $62,093 | $62,093 |
| STATE TAXES - K1 | $7,177 |