ARCADIA CHARITABLE TR UA 050797: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ARCADIA CHARITABLE TR UA 050797 (EIN 13-7102310)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-05
- IRS object ID
- 202513099349100206
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-05T07:15:14-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman & Noyes | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 507 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | 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 | 137102310 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arcadia Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARCA | BusinessNameControlTxt |
| Phone | 6177333148 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 186 | AddressLine1Txt |
| City | Wrentham | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02093 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R Gregg Stone III | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6177333148 | PhoneNum |
| Signature | 2025-10-28 | 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 | Connor Smart | PreparerPersonNm |
| PTIN | P02285543 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2025-10-28 | 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 | $11,262,332 | 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 | $778 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $778 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $92,975 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $92,975 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $812,645 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,993,776 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $812,645 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $146,670 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $63,463 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,053,068 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $969,861 | 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 |
| Accounting Fees Rev And Expnss | $15,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $60,469 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,469 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,027 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,027 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $94,766 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,096 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,670 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $666,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $666,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $760,766 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,096 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $673,670 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $292,302 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $898,765 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $221 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $354,003 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,876 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,876 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,013,340 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,591,604 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,591,604 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $149,992 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,085,796 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,636,852 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,636,852 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,603,352 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,262,332 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,262,332 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,361,660 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,361,660 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,241,692 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,900,672 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,603,352 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,262,332 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,603,352 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,262,332 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,603,352 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $292,302 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,366,678 | OtherIncreasesAmt |
| Subtotal | $11,262,332 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,262,332 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $1,772,462 | $1,181,131 | $591,331 | $591,331 |
| From Pass-Through K-1s | P | $29,291 | $29,291 | $29,291 | |
| Capital Gains Dividends | P | $192,023 | $192,023 | $192,023 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $812,645 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,493 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,493 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,493 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,774 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $21,774 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $220 | EsPenaltyAmt |
| Overpayment | $9,061 | OverpaymentAmt |
| Applied To ES Tax | $9,061 | 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 | 0 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R Gregg Stone III | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177333148 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 186 | AddressLine1Txt |
| City | Wrentham | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02093 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 | Yes (1) | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Sarah S Fitzgerald | ||||||||
| PO Box 186 | Wrentham | MA | 02093 | Trustee | 0.50 | $0 | $0 | $0 |
| William Fitzgerald | ||||||||
| PO Box 186 | Wrentham | MA | 02093 | Trustee | 0.50 | $0 | $0 | $0 |
| Elise Green | ||||||||
| PO Box 186 | Wrentham | MA | 02093 | Trustee | 0.50 | $0 | $0 | $0 |
| R Gregg Stone III | ||||||||
| PO Box 186 | Wrentham | MA | 02093 | Trustee | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aureus Asset Management | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Winthrop Square | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Advisory | ServiceTypeTxt |
| Compensation | $60,469 | 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 | $10,735,437 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $299,194 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,034,631 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,034,631 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $165,519 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,869,112 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $543,456 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $543,456 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,493 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $12,848 | IncomeTaxAmt |
| Total Tax | $25,341 | TotalTaxAmt |
| Distributable Before Adj | $518,115 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $518,115 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $518,115 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $673,670 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $673,670 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $518,115 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,263 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $9,614 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $44,132 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $64,009 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $673,670 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $518,115 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $155,555 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $219,564 | 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 | $10,263 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $209,301 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $9,614 | ExcessFromYear2Amt |
| Excess From Year1 | $44,132 | ExcessFromYear1Amt |
| Excess From Current Year | $155,555 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | R Gregg Stone III | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Charles River Watershed Association | |||||||
| 41 West Street Suite 800 | Boston | MA | 02111 | N/A | PC | Restore the Charles River Watershed, focusing on dam Removal | $25,000 |
| Community Resource Center | |||||||
| 218 Omohundro Place | Nashville | TN | 37210 | N/A | PC | Air conditioning for the CRC Warehouse | $25,000 |
| Generation Citizen | |||||||
| 115 Broadway 5th Floor | New York | NY | 10006 | N/A | PC | To engage youth in the Boston Public Schools | $40,000 |
| Helen Keller International | |||||||
| One Dag Hammarskjold Plaza Floor 2 | New York | NY | 10017 | N/A | PC | The Gift Of Sight Program in Tanzania | $50,000 |
| Literations | |||||||
| 70 Franklin Street Suite 500 | Boston | MA | 02110 | N/A | PC | Expansion of the Framingham Public Schools Tutoring Program | $20,000 |
| Manasseh's Children (dba Ujamaa Africa) | |||||||
| 1298 La Playa Street | San Francisco | CA | 94122 | N/A | POF | Building fundraising capacity | $50,000 |
| Marion Institute | |||||||
| 202 Spring Street | Marion | MA | 02738 | N/A | PC | $30K Coalition for Health Equity; $20K Farm-to-School | $50,000 |
| Mass General Brigham Incorporated | |||||||
| 2014 Washington Street | Newton | MA | 02462 | N/A | PC | Child life services | $7,500 |
| Neighborhood Villages | |||||||
| PO Box 240154 | Boston | MA | 02124 | N/A | PC | The Neighborhood | $50,000 |
| Northstar Learning Centers Inc | |||||||
| 53 Linden Street | New Bedford | MA | 02740 | N/A | PC | Building fundraising capacity | $50,000 |
| Orkeeswa Inc | |||||||
| 425 W Colonial Drive Suite 303 324 | Orlando | FL | 32804 | N/A | PC | Outreach programming | $60,000 |
| Pursuit Transformation Company | |||||||
| 4710 Austell Place 2nd Floor | Long Island City | NY | 11101 | N/A | PC | Build the capacity of the Employment Team | $50,000 |
| Sacred Valley Health | |||||||
| 2500 Lord Baranof Drive | Anchorage | AK | 99517 | N/A | PC | Building fundraising capacity | $20,000 |
| Austin Community Foundation | |||||||
| 4315 Guadalupe Street Suite 300 | Austin | TX | 78751 | N/A | PC | El Ranchito Expansion Project | $50,000 |
| Summer Search | |||||||
| 304 12th Street 4a | Oakland | CA | 94607 | N/A | PC | High School Program Growth - Summer Search Boston | $50,000 |
| Watuppa Rowing Center | |||||||
| PO Box 3293 | Fall River | MA | 02722 | N/A | PC | Building staff capacity | $43,500 |
| Words As Worlds Inc | |||||||
| PO Box 220218 | Dorchester | MA | 02122 | N/A | PC | To build staff capacity for the Justbook-Ish Bookstore | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $666,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $778 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,975 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $812,645 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership interests | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $83,207 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $63,463 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $83,207 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $969,861 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,053,068 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $15,200 | Amt |
| Net Investment Income | $7,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,600 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Manasseh's Children (dba Ujamaa Africa) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1298 La Playa Street | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2024-02-12 | GrantDt |
| Grant | $50,000 | GrantAmt |
| Purpose Of Grant | During this tax year, the Foundation paid $50,000 to Manasseh's Children (d/b/a Ujamaa Africa) as part of a continuing series of awards. These grants have been designated for the charitable purpose of building fundraising capacity to scale up gender-based violence prevention programs in Kenya. This payment was one of a series of grants that began in 2021-2022 and ran through 2024-2025. All grants were subject to the same expenditure responsibility agreements and charitable purpose restrictions agreed upon by both the recipient and the Foundation. | PurposeOfGrantTxt |
| Expended By Grantee | $50,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | None | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | Reports were due by October 1, 2024. | DatesOfReportsByGranteeTxt |
| Verification | 2024-10-01 | VerificationDt |
| Results Of Verification | Under the terms and conditions of the grant award, the recipient was required to provide the Foundation with regularly reports and notifications regarding the use of award funds towards the designated charitable purpose. Such reports were due in October from 2022 through 2024. To date, based on the reports and documents received and to the best of the Foundation's knowledge, there have been no diversions or unauthorized uses of funds, and all awards have been used solely for their designated charitable purposes. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 29583.163 units GQGIX | $489,306 | $489,306 |
| 15271.889 units APDKX | $714,572 | $714,572 |
| 75367.892 units WCMIX | $1,640,005 | $1,640,005 |
| 6720.486 units VFIDX | $57,527 | $57,527 |
| 5580.844 units VFSUX | $57,539 | $57,539 |
| 1150 units ASHTF | $71,509 | $71,509 |
| 330 units ASHTF | $20,520 | $20,520 |
| 910 units ERFSF | $46,465 | $46,465 |
| 1090 units ERFSF | $55,656 | $55,656 |
| 1029 units ABT | $116,390 | $116,390 |
| 181 units ADBE | $80,487 | $80,487 |
| 1970 units GOOGL | $372,921 | $372,921 |
| 535 units AMZN | $117,374 | $117,374 |
| 1120 units AMZN | $245,717 | $245,717 |
| 503 units AXP | $149,285 | $149,285 |
| 10 units AAPL | $2,504 | $2,504 |
| 982 units AAPL | $245,912 | $245,912 |
| 446 units ADSK | $131,824 | $131,824 |
| 774 units BX | $133,453 | $133,453 |
| 39 units BKNG | $193,768 | $193,768 |
| 610 units BAH | $78,507 | $78,507 |
| 680 units AVGO | $157,651 | $157,651 |
| 3340 units CNX | $122,478 | $122,478 |
| 1530 units KMX | $125,093 | $125,093 |
| 237 units CHTR | $81,236 | $81,236 |
| 210 units CHTR | $71,982 | $71,982 |
| 139 units CHE | $73,642 | $73,642 |
| 1375 units CSGP | $98,436 | $98,436 |
| 491 units EPAM | $114,806 | $114,806 |
| 150 units META | $87,827 | $87,827 |
| 380 units META | $222,494 | $222,494 |
| 2251 units FTV | $168,825 | $168,825 |
| 1224 units HQY | $117,443 | $117,443 |
| 180 units HQY | $17,271 | $17,271 |
| 740 units MSFT | $311,910 | $311,910 |
| 2410 units NEE | $172,773 | $172,773 |
| 765 units PAYC | $156,802 | $156,802 |
| 273 units SPGI | $135,962 | $135,962 |
| 720 units CRM | $240,718 | $240,718 |
| 2920 units SCHW | $216,109 | $216,109 |
| 96 units TMO | $49,942 | $49,942 |
| 215 units TMO | $111,849 | $111,849 |
| 320 units UNH | $161,875 | $161,875 |
| 790 units V | $249,672 | $249,672 |
| 936 units WAB | $177,456 | $177,456 |
| 735 units WCN | $126,111 | $126,111 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 60 units AMT | FMV | $11,005 | $11,005 |
| 570 units AMT | FMV | $104,544 | $104,544 |
| Aureus Fund Series LLC | FMV | $2,372,297 | $2,372,297 |
| Harbourvest Access-Dover Street | FMV | $149,006 | $149,006 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Massachusetts filing fees | Desc |
| Revenue And Expenses Per Books | $70 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $70 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership interests | Desc |
| Revenue And Expenses Per Books | $146,670 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $63,463 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $146,670 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Book-to-tax adjusment - prior year unrealized gains | $2,948,229 |
| Current year unrealized gains - publicly traded securities | $249,199 |
| Current year Unrealized gains - partnership investments | $169,250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment fees | CategoryTxt |
| Amt | $60,469 | Amt |
| Net Investment Income | $60,469 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise taxes | $16,000 | $0 | $0 |
| Foreign taxes on dividends | $3,027 | $3,027 | $0 |