WAGNER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WAGNER FOUNDATION (EIN 20-6079941)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202513179349103136
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T16:08:50-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FIRST ST SE STE 800 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 524011425 | 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 | 206079941 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAGNER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAGN | BusinessNameControlTxt |
| Phone | 6174686800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 MASSACHUSETTS AVE 2ND FLOOR | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02139 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLOTTE R CRAMER WAGNER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6178680920 | PhoneNum |
| Signature | 2025-11-15 | 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 | SHAWNA HULS | PreparerPersonNm |
| PTIN | P01315330 | PTIN |
| Phone | 3192985333 | PhoneNum |
| Preparation | 2025-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $228,667,381 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,857 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,857 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,380,739 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,380,739 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,471,211 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,918,694 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,797,392 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,105 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $354,734 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,865,912 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,534,722 | 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 | $867,212 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $867,212 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $243,402 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $243,402 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,940 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,940 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $100,455 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $100,455 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $363,766 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $177,826 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $185,940 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $63,828 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $54,443 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $252,022 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $561,640 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $561,640 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $120,471 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $120,471 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $360,711 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $360,711 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,955,447 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $232,269 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,461,771 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,534,222 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,534,222 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,489,669 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $232,269 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,995,993 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,623,757 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,302,453 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $501,895 | CashBOYAmt |
| Cash EOY | $750,392 | CashEOYAmt |
| Cash EOYFMV | $750,392 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,556,728 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,911,506 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,911,506 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $67,204,307 | CorporateStockBOYAmt |
| Corporate Stock EOY | $66,266,554 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $76,640,088 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $97,386,622 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $89,265,682 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $136,802,410 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,223,179 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $436,912 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,038,289 | LandBOYAmt |
| Land EOY | $2,786,267 | LandEOYAmt |
| Land EOYFMV | $2,786,267 | LandEOYFMVAmt |
| Other Assets BOY | -$1,928,762 | OtherAssetsBOYAmt |
| Other Assets EOY | -$1,837,012 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,776,718 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $167,759,079 | TotalAssetsBOYAmt |
| Total Assets EOY | $161,143,389 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $228,667,381 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,685 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $12,752 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,685 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,752 | 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 | $167,754,394 | RetainedEarningBOYAmt |
| Retained Earning EOY | $161,130,637 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $167,754,394 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $161,130,637 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $167,759,079 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $161,143,389 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $167,754,394 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,623,757 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $161,130,637 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $161,130,637 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $29,447,366 | $24,485,084 | $4,962,282 | $4,962,282 | |
| REDEMPTION OF INTEREST IN HHLR | $3,863,932 | $3,863,932 | $0 | $0 | P |
| REDEMPTION OF INTEREST IN KENISCO | $607,396 | $586,272 | $21,124 | $21,124 | P |
| LT GAIN FROM K-1S | $4,031,384 | $4,031,384 | P | ||
| ST GAIN FROM K-1S | $1,782,602 | $1,782,602 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,797,392 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $171,004 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $171,004 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $171,004 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $93,085 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $135,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $228,085 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $57,081 | OverpaymentAmt |
| Applied To ES Tax | $57,081 | 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.WFOUND.ORG | WebsiteAddressTxt |
| Individual With Books | RSM US LLP | IndividualWithBooksNm |
| Phone | 6172411244 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | 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 | 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 |
|---|---|---|---|---|---|---|---|---|
| HERBERT S WAGNER III | ||||||||
| 485 MASSACHUSETTS AVE 2ND FLOOR | CAMBRIDGE | MA | 02139 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHARLOTTE R CRAMER WAGNER | ||||||||
| 485 MASSACHUSETTS AVE 2ND FLOOR | CAMBRIDGE | MA | 02139 | TRUSTEE | 40.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CAROLINE EASLEY | ||||||||
| 485 MASSACHUSETTS AVE 2ND FLOOR | CAMBRIDGE | MA | 02139 | DEPUTY DIRECTOR | 40.00 | $154,155 | $48,790 | $0 |
| ABIGAIL B SATINSKY | ||||||||
| 485 MASSACHUSETTS AVE 2ND FLOOR | CAMBRIDGE | MA | 02139 | PROGRAM OFFICER & CU | 40.00 | $99,391 | $45,133 | $0 |
| LILY SARGEANT | ||||||||
| 485 MASSACHUSETTS AVE 2ND FLOOR | CAMBRIDGE | MA | 02139 | PROGRAM OFFICER, US | 40.00 | $104,919 | $23,725 | $0 |
| BRIDGET G MISKELL | ||||||||
| 485 MASSACHUSETTS AVE 2ND FLOOR | CAMBRIDGE | MA | 02139 | SENIOR FINANCE & OPE | 40.00 | $96,680 | $31,347 | $0 |
| CARISA BOBSKILL | ||||||||
| 485 MASSACHUSETTS AVE 2ND FLOOR | CAMBRIDGE | MA | 02139 | OFFICE ENGAGEMENT MA | 40.00 | $93,752 | $25,789 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FIDUCIENT | |||||
| 500 W MADISON ST STE 1700 | CHICAGO | IL | 606612567 | INVESTMENT ADVISOR | $177,826 |
| RSM US LLP | |||||
| 331 W 3RD ST STE 200 | DAVENPORT | IA | 52801 | ACCOUNTING | $100,455 |
| CAPE ANN ASSET MANAGEMENT INC | |||||
| 225 CEDAR HILL ST 2ND FL | MARLBOROUGH | MA | 01752 | ASSET MANAGEMENT | $86,242 |
| MOTH DESIGN | |||||
| 450 HARRISON AVE 303 | BOSTON | MA | 02118 | BRAND AND WEBSITE DESIGN | $75,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | WAGNER GALLERY DISPLAYS ROTATING ART EXHIBITIONS BY LOCAL, NATIONAL, AND INTERNATIONALLY RENOWNED CONTEMPORARY VISUAL ARTISTS WHOSE WORK ADDRESSES THE ROLE OF ART IN CIVIC LIFE. | Description1Txt |
| Expenses1 | $215,903 | Expenses1Amt |
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 | $78,944,259 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,090,227 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $144,431,259 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $226,465,745 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $226,465,745 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,396,986 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $223,068,759 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,153,438 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,153,438 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $171,004 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $9,292 | IncomeTaxAmt |
| Total Tax | $180,296 | TotalTaxAmt |
| Distributable Before Adj | $10,973,142 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,973,142 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,973,142 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,995,993 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,995,993 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,973,142 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,346,580 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,569,620 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,858,308 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,356,299 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,966,206 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,097,013 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,995,993 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,973,142 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,022,851 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,119,864 | 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 | $2,346,580 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,773,284 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,569,620 | ExcessFromYear4Amt |
| Excess From Year3 | $3,858,308 | ExcessFromYear3Amt |
| Excess From Year2 | $6,356,299 | ExcessFromYear2Amt |
| Excess From Year1 | $4,966,206 | ExcessFromYear1Amt |
| Excess From Current Year | $4,022,851 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HERBERT S WAGNER III | ContributingManagerNm |
| Contributing Manager | CHARLOTTE R CRAMER WAGNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (132 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACCOMPANY DOULA CARE INC | |||||||
| PO BOX 301896 | JAMAICA PLAIN | MA | 02130 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| AFRICAN VISIONARY FUND INC | |||||||
| 769 CENTRE ST STE 201 | BOSTON | MA | 02130 | PC | AFRICAN VISIONARY FUND'S HEALTH PORTFOLIO | $100,000 | |
| ALIANZA DV SERVICES INC | |||||||
| 208 RACE ST STE 303 | HOLYOKE | MA | 01041 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| ART COUNCIL INC | |||||||
| SOHO WORKS 55 WATER ST | BROOKLYN | NY | 11201 | PC | BOSTON ARTADIA AWARD | $30,000 | |
| ART PAPERS INC | |||||||
| 1083 AUSTIN AVE NE STE 206 | ATLANTA | GA | 30307 | PC | 'FIRE ECOLOGY' PROGRAMMING | $60,000 | |
| ARTS & BUSINESS COUNCIL OF GREATER BOSTON | |||||||
| 15 CHANNEL CENTER ST STE 103 | BOSTON | MA | 02210 | PC | GENERAL OPERATING SUPPORT FOR ART STAYS HERE COALITION | $10,000 | |
| BAMS FEST INC | |||||||
| 1452 DORCHESTER AVE STE 4 | DORCHESTER | MA | 02301 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| BLACK HISTORY IN ACTION FOR CAMBRIDGEPORT | |||||||
| 137 ALLSTON ST | CAMBRIDGE | MA | 02139 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| BOSTON ART REVIEW INC | |||||||
| PO BOX 390003 | CAMBRIDGE | MA | 02193 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| BOSTON CENTER FOR THE ARTS INC | |||||||
| 539 TREMONT ST | BOSTON | MA | 02116 | PC | STUDIO PROGRAM | $90,000 | |
| BOSTON CENTER FOR THE ARTS INC | |||||||
| 539 TREMONT ST | BOSTON | MA | 02116 | PC | LUIS ARNIAS TRAVELING EXHIBITION | $13,000 | |
| BOSTON COMMUNITY PEDIATRICS | |||||||
| 527 ALBANY ST STE 200 | BOSTON | MA | 02118 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC | |||||||
| 780 ALBANY ST | BOSTON | MA | 02118 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| BOSTON MEDICAL CENTER | |||||||
| ONE BOSTON MEDICAL CENTER PL | BOSTON | MA | 02118 | PC | VITAL VILLAGE NETWORK'S BIRTH EQUITY LEADERSHIP FELLOWSHIP | $185,000 | |
| BOSTON UJIMA PROJECT INC | |||||||
| PO BOX 300127 | BOSTON | MA | 02130 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| BOYS & GIRLS CLUBS OF BOSTON INC | |||||||
| 200 HIGH ST 3RD FL | BOSTON | MA | 02110 | PC | ENDOWMENT SUPPORT FOR THE JOSH KRAFT FUND FOR DIVERSITY AND EQUITY | $50,000 | |
| BOYS & GIRLS CLUBS OF BOSTON INC | |||||||
| 200 HIGH ST 3RD FL | BOSTON | MA | 02110 | PC | SPONSORSHIP OF 2024 HOUSE PARTY, WAIVING ALL GOODS AND SERVICES | $100,000 | |
| BOYS & GIRLS CLUBS OF BOSTON INC | |||||||
| 200 HIGH ST 3RD FL | BOSTON | MA | 02110 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BRAIN ARTS ORGANIZATION INC | |||||||
| 1486 DORCHESTER AVE | BOSTON | MA | 02122 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BREAKTIME UNITED INC | |||||||
| 63 FRANKLIN ST | BOSTON | MA | 02110 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| BUILD HEALTH INTERNATIONAL | |||||||
| 100 CUMMINGS CENTER 120B | BEVERLY | MA | 01915 | PC | RWANDA HEALTH SYSTEMS STRENGTHENING PROGRAM | $200,000 | |
| CAMBRIDGE COMMUNITY CENTER INC | |||||||
| 5 CALLENDER ST | CAMBRIDGE | MA | 02139 | PC | ANNUAL FUND | $5,000 | |
| CAMBRIDGE COMMUNITY FOUNDATION | |||||||
| 99 BISHOP ALLEN DR | CAMBRIDGE | MA | 02139 | PC | THE BOB MOSES FUND FOR EDUCATION AND ORGANIZING | $10,000 | |
| CAMBRIDGE COMMUNITY FOUNDATION | |||||||
| 99 BISHOP ALLEN DR | CAMBRIDGE | MA | 02139 | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| CAMBRIDGE HISTORICAL SOCIETY | |||||||
| 159 BRATTLE ST | CAMBRIDGE | MA | 02138 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CAMP HARBOR VIEW FOUNDATION | |||||||
| 35 WILLIAMSBURG LANE | SCITUATE | MA | 02066 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| CAREMESSAGE | |||||||
| 2443 FILLMORE ST 380-4139 | SAN FRANCISCO | CA | 94115 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| CASA MYRNA VASQUEZ INC | |||||||
| 451 BLUE HILL AVE | BOSTON | MA | 02121 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| CENTER FOR ECONOMIC DEMOCRACY | |||||||
| 769 CENTRE ST STE 143 | JAMAICA PLAIN | MA | 02130 | PC | BOSTON UJIMA PROJECT'S PODCAST ORGANIZE: RADICAL ALTERNATIVES TO THE GIVEN' | $30,000 | |
| CENTER FOR ECONOMIC DEMOCRACY | |||||||
| 769 CENTRE ST STE 143 | JAMAICA PLAIN | MA | 02130 | PC | SEI POOLED FUND | $50,000 | |
| CENTER FOR INDEPENDENT DOCUMENTARY | |||||||
| PO BOX 95216 | NEWTON | MA | 02495 | PC | GENERAL OPERATING SUPPORT FOR ROXBURY INTERNATIONAL FILM FESTIVAL | $15,000 | |
| CENTRAL SQUARE BUSINESS IMPROVEMENT DISTRICT INC | |||||||
| 614 MASSACHUSETTS AVE STE 203 | CAMBRIDGE | MA | 02139 | PC | CENTRAL SQUARE BID STRATEGIC PLANNING GRANT | $75,000 | |
| CENTRAL SQUARE BUSINESS IMPROVEMENT DISTRICT INC | |||||||
| 614 MASSACHUSETTS AVE STE 203 | CAMBRIDGE | MA | 02139 | PC | SHADE IS SOCIAL JUSTICE: GABRIEL CIRA AND MATTHEW OKIZAKI PUBLIC ART PROJECT | $22,000 | |
| CENTRAL SQUARE BUSINESS IMPROVEMENT DISTRICT INC | |||||||
| 614 MASSACHUSETTS AVE STE 203 | CAMBRIDGE | MA | 02139 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| CHARLES RIVER CONSERVANCY INC | |||||||
| 43 THORNDIKE ST S3-3 | CAMBRIDGE | MA | 02141 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CHINATOWN COMMUNITY LAND TRUST INC | |||||||
| 28 ASH ST | BOSTON | MA | 02111 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| CONTEMPORARY ARTS MUSEUM HOUSTON | |||||||
| 5020 MONTROSE BLVD STE 210 | HOUSTON | TX | 77006 | PC | REBIRTH IN ACTION PHASE TWO | $75,000 | |
| COUNTERPUBLIC | |||||||
| 2701 CHEROKEE ST | SAINT LOUIS | MO | 63118 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| DUDLEY STREET NEIGHBORHOOD INITIATIVE INC | |||||||
| 550 DUDLEY ST | ROXBURY | MA | 02119 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| ELIZABETH FREEMAN CENTER INC | |||||||
| 43 FRANCIS AVE | PITTSFIELD | MA | 01201 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| ESSEX ART CENTER INC | |||||||
| 56 ISLAND ST 1 | LAWRENCE | MA | 01840 | PC | ARTIST PUBLISHING INITIATIVE AND 'SPEECH LIVES' TRAVELING EXHIBITION | $50,000 | |
| FAMILYAID BOSTON INC | |||||||
| 3815 WASHINGTON ST | BOSTON | MA | 02130 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FATHER BILLS & MAINSPRING INC | |||||||
| 430 BELMONT ST | BROCKTON | MA | 02301 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FLOATING MUSEUM | |||||||
| 949 E 75TH ST | CHICAGO | IL | 60619 | PC | THE BURROUGHS RESIDENCY | $75,000 | |
| FOOD FOR FREE COMMITTEES INC | |||||||
| 59 INNER BELT RD | SOMERVILLLE | MA | 02143 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FRACTURED ATLAS | |||||||
| 228 PARK AVE S 56651 | NEW YORK | NY | 10003 | PC | JUNE 2025 ARRIVAL ART FAIR, WAIVING ALL GOODS AND SERVICES | $15,000 | |
| FRACTURED ATLAS | |||||||
| 228 PARK AVE S 56651 | NEW YORK | NY | 10003 | PC | GENERAL OPERATING SUPPORT FOR CLOTH COLLABORATIVE STUDIO AND WORKSHOP | $10,000 | |
| FULL FRAME INITIATIVE | |||||||
| 308 MAIN ST STE 2A | GREENFIELD | MA | 01301 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| FUND FOR CATHOLIC SCHOOLS INC | |||||||
| 66 BROOKS DR | BRAINTREE | MA | 02184 | PC | FUND FOR THE FUTURE | $250,000 | |
| GALLERY 263 INC | |||||||
| 263 PEARL ST | CAMBRIDGE | MA | 02139 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| GENUNITY INC | |||||||
| 36 S MUNROE TERRACE | DORCHESTER | MA | 02122 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| GLOBAL HEALTH CORPS INC | |||||||
| 307 WEST 38TH ST 16TH FLOOR 1003 | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC | |||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | PC | THE INKWELL SOCIETY'S BLACK HISTORY FILM INITIATIVE & RELATED PROGRAMS | $100,000 | |
| HARBORCOV INC | |||||||
| 63 WASHINGTON AVE | CHELSEA | MA | 02150 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| HEADING HOME INC | |||||||
| 186 MASSACHUSETTS AVE | BOSTON | MA | 02115 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| HEALTH INITIATIVE INC | |||||||
| PO BOX 3858 | ATTLEBORO | MA | 02703 | PC | GENERAL OPERATING SUPPORT | $300,000 | |
| HOMESTART INC | |||||||
| 105 CHAUNCY ST STE 502 | BOSTON | MA | 02111 | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| IMMIGRANT FAMILY SERVICES INSTITUTE | |||||||
| 1626 BLUE HILL AVE | BOSTON | MA | 02126 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| INSTITUTE OF CONTEMPORARY ART | |||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | PC | 2024 GALA, WAIVING ALL GOODS AND SERVICES | $30,000 | |
| INSTITUTE OF CONTEMPORARY ART | |||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | PC | 2024 ANNUAL WOMEN'S LUNCHEON | $25,000 | |
| INSTITUTE OF CONTEMPORARY ART | |||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | PC | JILL MEDVEDOW FUND | $100,000 | |
| INSTITUTE OF CONTEMPORARY ART | |||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | PC | FY25 BOARD SPECIAL FUND | $100,000 | |
| INSTITUTE OF CONTEMPORARY ART | |||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | PC | FUND FOR THE FUTURE: PHASE II | $700,000 | |
| INTEGRATE HEALTH INC | |||||||
| PO BOX 605 | MEDWAY | MA | 02053 | PC | GENERAL OPERATING SUPPORT | $400,000 | |
| ISABELLA STEWART GARDNER MUSEUM | |||||||
| 25 EVANS WAY | BOSTON | MA | 02115 | PC | EXHIBITION PROGRAM AND GARDNER AMBASSADOR PROGRAM | $100,000 | |
| JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS | |||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | PC | PACA FUND | $25,000 | |
| LA COLABORATIVA INC | |||||||
| 63 SIXTH ST | CHELSEA | MA | 02150 | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| LAXART | |||||||
| 518 NORTH WESTERN AVE | LOS ANGELES | CA | 90004 | PC | MONUMENTS' EXHIBITION | $25,000 | |
| LOCAL ENTERPRISE ASSISTANCE FUND INC | |||||||
| 386 WESTERN AVE | BOSTON | MA | 02135 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| LOOP LAB INC | |||||||
| 45 TEMPLE ST | BOSTON | MA | 02111 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| MASS DESIGN GROUP | |||||||
| 1 CHANDLER ST | BOSTON | MA | 02116 | PC | THE CATALYST FUND, LEARNING & ENGAGEMENT PROGRAM, AND LABS PROGRAM | $1,000,000 | |
| MASSCREATIVE INC | |||||||
| 15 CHANNEL CENTER ST STE 103 | BOSTON | MA | 02210 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MERRIMACK VALLEY FOOD BANK INC | |||||||
| 1703 MIDDLESEX ST PO BOX 2041 | LOWELL | MA | 01851 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MOBIUS INC | |||||||
| 15 CHANNEL CNTR ST STE 103 | BOSTON | MA | 02210 | PC | GENERAL OPERATING SUPPORT FOR DIGITAL SOUP | $5,000 | |
| MONUMENT LAB | |||||||
| 1617 JOHN F KENNEDY BLVD FL 20 | PHILADELPHIA | PA | 19103 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| MORE THAN WORDS INC | |||||||
| 56 FELTON ST | WALTHAM | MA | 02453 | PC | COMMUNITY ENGAGEMENT & ADVOCACY WORK | $100,000 | |
| MUSEUM OF CONTEMPORARY ART | |||||||
| 220 E CHICAGO AVE | CHICAGO | IL | 60611 | PC | RENEWAL OF THE WOMEN ARTISTS INITIATIVE | $100,000 | |
| MUSO INC | |||||||
| 548 MARKET STREET PMB 86233 | SAN FRANCISCO | CA | 94104 | PC | GENERAL OPERATING SUPPORT | $400,000 | |
| NETWORK OF ENGAGED INTERNATIONAL DONORS GLOBAL INC | |||||||
| 131 DARTMOUTH ST | BOSTON | MA | 02116 | PC | GRANT MATCH CHALLENGE | $10,000 | |
| NETWORK OF ENGAGED INTERNATIONAL DONORS GLOBAL INC | |||||||
| 131 DARTMOUTH ST | BOSTON | MA | 02116 | PC | 2024 NEID GLOBAL CHANGEMAKER GALA, WAIVING ALL GOODS AND SERVICES | $10,000 | |
| NON-EVENT INC | |||||||
| 25 CUSTER ST UNIT 1 | JAMAICA PLAIN | MA | 02130 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NOW AND THERE INC | |||||||
| 186 SOUTH ST STE 302 | BOSTON | MA | 02111 | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| NOW AND THERE INC | |||||||
| 186 SOUTH ST STE 302 | BOSTON | MA | 02111 | PC | THE 2025 BOSTON PUBLIC ART TRIENNIAL | $125,000 | |
| PANORAMA GLOBAL | |||||||
| 2101 4TH AVE STE 2100 | SEATTLE | WA | 98121 | PC | GENERAL OPERATING SUPPORT FOR COMMUNITY HEALTH IMPACT COALITION | $50,000 | |
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | |||||||
| 800 BOYLSTON ST STE 300 | BOSTON | MA | 02199 | PC | BUILDING ON IMPACT TOWARDS GREATER SYSTEMS CHANGE GRANT | $650,000 | |
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | |||||||
| 800 BOYLSTON ST STE 300 | BOSTON | MA | 02199 | PC | EXPANDING HEALTH EQUITY IN NEW BEDFORD & BEYOND | $100,000 | |
| PERFORMANCE ZONE DBA THE FIELD | |||||||
| 228 PARK AVE S STE 97217 | NEW YORK | NY | 10003 | PC | AT LOUIS PLACE'S ARTIST PUBLISHING PROJECT | $40,000 | |
| PIANO CRAFT GALLERY INC | |||||||
| 793 TREMONT ST | BOSTON | MA | 02118 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PIVOTWORKS INC | |||||||
| 75 NORTH MAIN ST 2075 | RANDOLPH | MA | 02368 | PC | GENERAL OPERATING SUPPORT | $400,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 1033 MASSACHUSETTS AVE 3RD FL | CAMBRIDGE | MA | 02138 | PC | CENTER FOR PUBLIC LEADERSHIP COUNCIL FUND, WAIVING ALL GOODS AND SERVICES | $50,000 | |
| PRIMARY INFORMATION INC | |||||||
| 232 3RD ST STE A113 | BROOKLYN | NY | 11215 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| PRINTED MATTER INC | |||||||
| 231 ELEVENTH AVE | NEW YORK | NY | 10001 | PC | INDEPENDENT PUBLISHERS GRANT AND COMMISSIONED PUBLICATIONS | $116,500 | |
| PROPA CITY COMMUNITY OUTREACH | |||||||
| 22 WINTHROP ST UNIT 1 | ROXBURY | MA | 02119 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| PUBLIC TRUST | |||||||
| 4017 WALNUT ST | PHILADELPHIA | PA | 19104 | PC | ENGAGEMENT CURATION CONFERENCE | $70,000 | |
| REGIS COLLEGE | |||||||
| 235 WELLESLEY ST | WESTON | MA | 02493 | PC | REGIS IN HAITI PROGRAM | $140,000 | |
| REGIS COLLEGE | |||||||
| 235 WELLESLEY ST | WESTON | MA | 02493 | PC | 2024 GALA, WAIVING ALL GOODS AND SERVICES | $25,000 | |
| RESILIENT SISTERHOOD PROJECT INC | |||||||
| 255 MAIN ST 8TH FLOOR | CAMBRIDGE | MA | 02142 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| RESIST INC | |||||||
| PO BOX 301240 | BOSTON | MA | 02130 | PC | GENERAL OPERATING SUPPORT FOR NEIGHBORHOOD BIRTH CENTER | $50,000 | |
| ROOT CAPITAL INC | |||||||
| 245 MAIN ST 2ND FL | CAMBRIDGE | MA | 02142 | PC | WAI EVOLUTION & INNOVATION GRANT | $450,000 | |
| ROSE FITZGERALD KENNEDY GREENWAY CONSERVANCY INC | |||||||
| 185 KNEELAND ST 2ND FLOOR | BOSTON | MA | 02111 | PC | PUBLIC ART PROGRAM | $50,000 | |
| ROSIES PLACE INC | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| ROYALL HOUSE ASSOCIATION | |||||||
| 15 GEORGE ST | MEDFORD | MA | 02155 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| SEED GLOBAL HEALTH INC | |||||||
| 50 MILK ST | BOSTON | MA | 02109 | PC | INNOVATIVE FINANCING FOR HEALTH SYSTEMS STRENGTHENING | $350,000 | |
| SHIFTWORKS COMMUNITY & PUBLIC ART | |||||||
| 224 NORTH EUCLID AVE | PITTSBURGH | PA | 15206 | PC | GENERAL OPERATING SUPPORT FOR SIBYLS SHRINE | $25,000 | |
| SOJOURNS COMMUNITY CLINIC | |||||||
| 4923 US ROUTE 5 | WESTMINSTER | VT | 05158 | PC | GENERAL OPERATING SUPPORT FOR THE NATIONAL ASSOCIATION OF CERTIFIED PROFESSIONAL MIDWIVES | $25,000 | |
| SOMERVILLE HISTORICAL SOCIETY | |||||||
| 1 WESTWOOD RD | SOMERVILLE | MA | 02143 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ST BONIFACE HAITI FOUNDATION INC | |||||||
| 40 GLEN AVE | NEWTON | MA | 02459 | PC | UNRESTRICTED EMERGENCY RESPONSE SUPPORT IN MASSACHUSETTS | $100,000 | |
| ST PETER'S SCHOOL | |||||||
| 96 CONCORD AVE | CAMBRIDGE | MA | 02138 | PC | ANNUAL FUND | $50,000 | |
| STORM KING ART CENTER | |||||||
| 1 MUSEUM RD | NEW WINDSOR | NY | 12553 | PC | ARLENE SHECHET EXHIBITION | $25,000 | |
| TATE AMERICAS FOUNDATION | |||||||
| 520 WEST 27TH ST UNIT 404 | NEW YORK | NY | 10001 | PC | 2024 MEMBERSHIP - NORTH AMERICAN ACQUISITIONS COMMITTEE, WAIVING ALL GOODS AND SERVICES | $15,000 | |
| THE BALTIMORE MUSEUM OF ART INC | |||||||
| 10 ART MUSEUM DR | BALTIMORE | MD | 21218 | PC | JOYCE J. SCOTT EXHIBITION | $50,000 | |
| THE CENTER FOR HOPE AND HEALING INC | |||||||
| 15 HURD ST | LOWELL | MA | 01852 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| THE FOOD BANK OF WESTERN MASSACHUSETTS INC | |||||||
| 25 CAREW ST | CHICOPEE | MA | 01020 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE GREATER BOSTON FOOD BANK INC | |||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE MASSACHUSETTS INSTITUTE FOR A NEW COMMONWEALTH INC | |||||||
| 11 BEACON ST STE 500 | BOSTON | MA | 02108 | PC | COMMONWEALTH BEACON'S BIRTH JUSTICE EVENT, WAIVING ALL GOODS AND SERVICES | $10,000 | |
| THE RED SOX FOUNDATION INC | |||||||
| 4 JERSEY ST | BOSTON | MA | 02215 | PC | CAPITAL CAMPAIGN | $50,000 | |
| THINK OUTSIDE THE VOX | |||||||
| 311 GREAT RD | LITTLETON | MA | 01460 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| TINY SEED PROJECT | |||||||
| 154 SILVER RD | EAST HARDWICK | VT | 05836 | PC | GENERAL OPERATING SUPPORT FOR DANZA ORGANICA | $5,000 | |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| 136 HARRISON AVE | BOSTON | MA | 02111 | PC | 'TOMASHI JACKSON: ACROSS THE UNIVERSE' EXHIBITION | $25,000 | |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| 136 HARRISON AVE | BOSTON | MA | 02111 | PC | DOULA EXPANSION TOOLKIT DISSEMINATION: ENHANCING MATERNAL HEALTH EQUITY PROJECT | $110,000 | |
| UNITED STATES ARTISTS INC | |||||||
| 200 W MADISON ST FL 3 | CHICAGO | IL | 60606 | PC | WAGNER ARTS FELLOWSHIP | $392,722 | |
| URBAN GUILD INC | |||||||
| 260 WASHINGTON ST | DORCHESTER | MA | 02121 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| URBAN REVIVAL INC | |||||||
| 284 AMORY ST FIRST FLOOR | JAMAICA PLAIN | MA | 02130 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| URBANO PROJECT INC | |||||||
| URBANO PROJECT INC C/O URBAN IDEA | BOSTON | MA | 02109 | PC | GENERAL OPERATING SUPPORT | $10,000 | LAB |
| US BIENNIAL INC | |||||||
| PO BOX 58800 | NEW ORLEANS | LA | 70158 | PC | P.6 EXHIBITION | $50,000 | |
| US BIENNIAL INC | |||||||
| PO BOX 58800 | NEW ORLEANS | LA | 70158 | PC | ARTISTS OF PUBLIC MEMORY | $10,000 | |
| VIA ART FUND INC | |||||||
| 219 WEST 19TH ST FLOOR 2 | NEW YORK | NY | 10011 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| WHYHUNGER | |||||||
| 505 EIGHTH AVE STE 1212 | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT FOR EASTERN WOODLANDS REMATRIATION | $40,000 | |
| WOMEN IN GLOBAL HEALTH INC | |||||||
| 1401 21ST ST STE R | SACRAMENTO | CA | 95811 | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| WORCESTER COUNTY FOOD BANK INC | |||||||
| 474 BOSTON TPKE | SHREWSBURY | MA | 01545 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| YEAR UP INC | |||||||
| 45 MILK ST 9TH FLOOR | BOSTON | MA | 02109 | PC | CAMPAIGN FOR AN EQUITABLE FUTURE | $1,000,000 | |
| YWCA OF SOUTHEASTERN MASSACHUSETTS | |||||||
| 20 S 6TH ST | NEW BEDFORD | MA | 02740 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,534,222 | 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 | $1,857 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,380,739 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,471,211 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $12,105 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,865,912 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,865,912 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HERBERT S WAGNER III AND CHARLOTTE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 MASSACHUSETTS AVE 2ND FLOOR | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $100,455 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100,455 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE FURNITURE & EQUIPMENT | 2023-01-01 | $228,070 | $32,581 | SL | 7.000000000000 | $32,581 | $0 |
| LEASEHOLD IMPROVEMENTS | 2023-01-01 | $2,284,588 | $152,309 | SL | 15.000000000000 | $152,306 | $0 |
| OFFICE FURNITURE & EQUIPMENT | 2023-12-31 | $259,424 | SL | 7.000000000000 | $37,061 | $0 | |
| LEASEHOLD IMPROVEMENTS | 2023-12-31 | $451,097 | SL | 15.000000000000 | $30,073 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANTS AND CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT | IdentifierTxt |
| Form And Line Reference | PART XV, LINE 3B | FormAndLineReferenceDesc |
| Medium Explanation | ALL GRANTS APPROVED FOR FUTURE PAYMENT ARE SUBJECT TO CONTINGENCIES. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HARBOR DIVERSIFIED INTL | $19,121,892 | $19,378,203 |
| JOHCM EMRG MKT OPPTY FD | $2,773,330 | $3,010,865 |
| SCHWAB S&P 500 INDEX | $22,979,023 | $31,554,142 |
| SCHWAB SMALL CAP INDEX | $6,050,352 | $6,463,169 |
| VANGUARD EXTENDED MARKET | $15,341,957 | $16,233,709 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABRAMS CAPITAL PARTNERS LP | AT COST | $15,828,402 | $31,470,547 |
| BAUPOST VALUE PARTNERS LP | AT COST | $4,641,223 | $5,475,400 |
| CAPE ANN GLOBAL DEVELOPING MARKETS FD | AT COST | $5,475,146 | $6,843,940 |
| COLUMBUS HILL PARTNERS LP | AT COST | $10,040,029 | $18,154,703 |
| CORMORANT PRIVATE HEALTHCARE FUND III LP | AT COST | $548,077 | $2,886,724 |
| CORMORANT PRIVATE HEALTHCARE FUND IV LP | AT COST | $3,002,119 | $3,056,907 |
| DIGITAL FUEL CAPITAL FUND I AIV, LP | AT COST | $2,045,135 | $3,227,889 |
| ECOR1, LP | AT COST | $4,000,000 | $3,183,346 |
| HAWKEYE CAPITAL INST LP | AT COST | $4,914,847 | $6,277,311 |
| HYPERPLANE II LP | AT COST | $2,263,001 | $4,090,239 |
| HYPERPLANE III LP | AT COST | $1,518,038 | $1,536,849 |
| MASON CAPITAL LP | AT COST | $2,192,894 | $3,103,048 |
| MFN PARTNERS LP | AT COST | $2,111,594 | $4,627,549 |
| MOONRISE VENTURE PARTNERS III LP | AT COST | $3,146,217 | $3,007,563 |
| MOONRISE VENTURES PARTNERS II LP | AT COST | $4,168,228 | $6,374,384 |
| RA CAPITAL HEALTHCARE FUND LP | AT COST | $2,313,113 | $8,493,864 |
| REFLOW MEDICAL INC | AT COST | $3,825,992 | $9,093,961 |
| SIGULER GUFF SBOF IV (T), LP | AT COST | $2,815,049 | $5,159,753 |
| SPARK CAPITAL IV, LP | AT COST | $4,125,000 | $4,483,257 |
| SPARK CAPITAL VII, LP | AT COST | $1,862,500 | $1,703,325 |
| YIHENG CAPITAL PARTNERS LP | AT COST | $8,429,078 | $4,551,851 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE FURNITURE & EQUIPMENT | $228,070 | $65,162 | $162,908 |
| LEASEHOLD IMPROVEMENTS | $2,284,588 | $304,615 | $1,979,973 |
| OFFICE FURNITURE & EQUIPMENT | $259,424 | $37,061 | $222,363 |
| LEASEHOLD IMPROVEMENTS | $451,097 | $30,073 | $421,024 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $21,940 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,940 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CORMORANT GLOBAL HEALTHCARE FUND LP | -$740,964 | -$740,964 | $5,784,568 |
| SECURITY DEPOSITS | $147,870 | $147,870 | $147,870 |
| FARMSTEAD PARTNERS LP | -$798,067 | -$1,122,361 | $14,942 |
| KENSICO ASSOCIATES LP | -$537,601 | $0 | $0 |
| CORMORANT PRIVATE II | $0 | -$121,557 | $1,829,338 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES, MEMBERSHIPS, AND SUBSCRIPTIONS | $41,544 | $0 | $41,544 |
| OFFICE EXPENSES | $69,327 | $0 | $69,327 |
| TECHNOLOGY FEES AND EXPENSE | $172,751 | $0 | $172,751 |
| GALLERY PROGRAMS & EXHIBIT INSTALLATION | $76,589 | $0 | $76,589 |
| STATE FILING FEES | $500 | $0 | $500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM K-1S - FOR NII | $354,734 | ||
| TAX REFUND | $12,105 | $12,105 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $4,685 | BOYBookValueAmt |
| EOY Book Value | $12,752 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MARKETING/PR EXPENSE | $86,508 | $0 | $86,508 |
| INVESTMENT MANAGEMENT FEES | $177,826 | $177,826 | $0 |
| CONSULTING FEES | $50,875 | $0 | $50,875 |
| RECRUITING FEES | $37,333 | $0 | $37,333 |
| PAYROLL SERVICE FEES | $11,224 | $0 | $11,224 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $5,401 | $0 | $0 |
| FOREIGN TAXES | $54,443 | $54,443 | $0 |
| STATE TAXES | $3,984 | $0 | $0 |