ALKU FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ALKU FOUNDATION INC (EIN 88-3376597)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202513179349103556
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T15:50:33-06:00 | 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 | 80 CITY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | 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 | 883376597 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALKU FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALKU | BusinessNameControlTxt |
| Phone | 9782966901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 BRICKSTONE SQUARE 400 | AddressLine1Txt |
| City | ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01810 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VANESSA PLANT | PersonNm |
| Person Title | EXEC. DIRECTOR | PersonTitleTxt |
| Phone | 9782966901 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 6179129000 | PhoneNum |
| Preparation | 2025-11-12 | 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 | $12,375,315 | 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 | $496,926 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $346,531 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $346,531 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,863,150 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,230,917 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,863,150 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,706,607 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,209,681 | 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 |
| Other Prof Fees Rev And Expnss | $23,234 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,734 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,295 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,295 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,080 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,080 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,609 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,029 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,580 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $864,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $864,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $892,609 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,029 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $868,580 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,813,998 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,185,652 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $417,691 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,067,922 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,067,922 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $7,205,729 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,370,722 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,307,393 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,623,420 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,438,644 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,375,315 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $7,623,420 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,438,644 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,623,420 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,438,644 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,623,420 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,438,644 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,623,420 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,813,998 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,226 | OtherIncreasesAmt |
| Subtotal | $10,438,644 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,438,644 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,178,961 | $1,168,446 | $10,515 | $10,515 |
| PUBLICLY TRADED SECURITIES | P | $7,051,956 | $4,199,321 | $2,852,635 | $2,852,635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,863,150 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44,281 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,281 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,281 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,934 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $53,934 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,440 | EsPenaltyAmt |
| Overpayment | $8,213 | OverpaymentAmt |
| Applied To ES Tax | $8,213 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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.THEALKUFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | KATHLEEN ELDRIDGE | IndividualWithBooksNm |
| Phone | 9782966901 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 BRICKSTONE SQUARE SUITE 400 | AddressLine1Txt |
| City | ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01810 | 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 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN ELDRIDGE | ||||||||
| 100 BRICKSTONE SQUARE SUITE 400 | ANDOVER | MA | 01810 | PRESIDENT/TREASURER | 2.00 | $0 | $0 | $0 |
| JOHN ELDRIDGE | ||||||||
| 100 BRICKSTONE SQUARE SUITE 400 | ANDOVER | MA | 01810 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MADELINE ELDRIDGE | ||||||||
| 100 BRICKSTONE SQUARE SUITE 400 | ANDOVER | MA | 01810 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK ELDRIDGE | ||||||||
| 100 BRICKSTONE SQUARE SUITE 400 | ANDOVER | MA | 01810 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| VANESSA PLANT | ||||||||
| 100 BRICKSTONE SQUARE SUITE 400 | ANDOVER | MA | 01810 | EXECUTIVE DIRECTOR, SEE STMT ATTACHED | 40.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $11,387,035 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $494,661 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,881,696 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,881,696 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $178,225 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,703,471 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $585,174 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $585,174 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,281 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44,281 | TotalTaxAmt |
| Distributable Before Adj | $540,893 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $540,893 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $540,893 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $868,580 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $868,580 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $540,893 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $178,208 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $505,604 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $683,812 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $868,580 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $540,893 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $327,687 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,011,499 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,011,499 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $178,208 | ExcessFromYear2Amt |
| Excess From Year1 | $505,604 | ExcessFromYear1Amt |
| Excess From Current Year | $327,687 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KATHLEEN ELDRIDGE | ContributingManagerNm |
| Contributing Manager | MARK ELDRIDGE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 826 BOSTON | |||||||
| 3035 WASHINGTON STREET | ROXBURY | ME | 02119 | PC | GENERAL OPERATING GRANT | $5,000 | |
| A BETTER CHANCE OF ANDOVER | |||||||
| PO BOX 212 | ANDOVER | MA | 01810 | PC | GENERAL OPERATING GRANT | $45,000 | |
| A BETTER CHANCE OF WINCHESTER | |||||||
| PO BOX 94 | WINCHESTER | ME | 01890 | PC | GENERAL OPERATING GRANT | $5,000 | |
| AMAZING GRACE OF CAPE COD | |||||||
| PO BOX 636 | CENTERVILLE | MA | 02632 | PC | GENERAL OPERATING GRANT | $2,500 | |
| BAGLY | |||||||
| PO BOX 960814 | BOSTON | MA | 02196 | PC | GENERAL OPERATING GRANT | $10,000 | |
| BEYOND SOCCER | |||||||
| 280 MERRIMACK STREET SUITE 311 | LAWRENCE | MA | 01843 | PC | GENERAL OPERATING GRANT | $5,000 | |
| BOOTHBAY YMCA | |||||||
| PO BOX 500 | BOOTHBAY HARBOR | ME | 04538 | PC | GENERAL OPERATING GRANT | $2,500 | |
| BOSTON PARTNERS IN EDUCATION | |||||||
| 192 SOUTH STREET SUITE 600 | BOSTON | MA | 02111 | PC | GENERAL OPERATING GRANT | $10,000 | |
| BOSTON SCORES | |||||||
| 150 BYRON ST | BOSTON | MA | 02128 | PC | GENERAL OPERATING GRANT | $20,000 | |
| BOYS AND GIRLS CLUB OF BOSTON | |||||||
| 115 WARREN STREET | ROXBURY | MA | 02119 | PC | GENERAL OPERATING GRANT | $40,000 | |
| BOYS AND GIRLS CLUB OF LOWELL | |||||||
| 657 MIDDLESEX STREET | LOWELL | MA | 01851 | PC | GENERAL OPERATING GRANT | $5,000 | |
| BOYS AND GIRLS CLUBS LAWRENCE | |||||||
| 136 WATER STREET | LAWRENCE | MA | 01841 | PC | GENERAL OPERATING GRANT | $5,000 | |
| BUILDON | |||||||
| 1111 SUMMER STREET | STAMFORD | CT | 06905 | PC | GENERAL OPERATING GRANT | $5,000 | |
| CATIES CLOSET | |||||||
| 19 SCHOOL STREET | DRACUT | MA | 01826 | PC | GENERAL OPERATING GRANT | $10,000 | |
| CITY SCHOOL | |||||||
| 614 COLUMBIA ROAD | DORCHESTER | MA | 02125 | PC | GENERAL OPERATING GRANT | $10,000 | |
| COACHING 4 CHANGE | |||||||
| 427 WINTHROP ST | TAUNTON | MA | 02780 | PC | GENERAL OPERATING GRANT | $55,000 | |
| COMMUNITY ART CENTER | |||||||
| 119 WINDSOR STREET | CAMBRIDGE | MA | 02139 | PC | GENERAL OPERATING GRANT | $7,500 | |
| COMMUNITY YOUTH EMPOWERMENT | |||||||
| PO BOX 820 | WEST WAREHAM | MA | 02576 | PC | GENERAL OPERATING GRANT | $5,000 | |
| CONNORS KINDNESS PROJECT | |||||||
| 1 PERKINS LANE | LYNNFIELD | MA | 01940 | PC | GENERAL OPERATING GRANT | $2,500 | |
| DOVE | |||||||
| PO BOX 690267 | QUINCY | MA | 02269 | PC | GENERAL OPERATING GRANT | $10,000 | |
| EMPOWER | |||||||
| 759 CHIEF JUSTICE CUSHING HIGHWAY | COHASSET | MA | 02025 | PC | GENERAL OPERATING GRANT | $10,000 | 317 |
| FAMILY SERVICES OF MERRIMACK | |||||||
| 430 NORTH CANAL STREET | LAWRENCE | MA | 01840 | PC | GENERAL OPERATING GRANT | $5,000 | |
| GIRL START | |||||||
| 1400 W ANDERSON LN | AUSTIN | TX | 78757 | PC | GENERAL OPERATING GRANT | $30,000 | |
| GIRLS ON THE RUN GREATER BOSTON | |||||||
| 89 SOUTH STREET LL00 | BOSTON | MA | 02111 | PC | GENERAL OPERATING GRANT | $40,000 | |
| GOOD SHEPHERD FOOD BANK | |||||||
| 494 US ROUTE 1 SUITE 2 | YARMOUTH | MA | 04096 | PC | GENERAL OPERATING GRANT | $2,500 | |
| GREENAGERS | |||||||
| 62 UNDERMOUNTAIN RD PO BOX 157 | SOUTH EGREMONT | MA | 01258 | PC | GENERAL OPERATING GRANT | $5,000 | |
| GROUND LEVEL | |||||||
| PO BOX 220676 | DORCHESTER | MA | 02122 | PC | GENERAL OPERATING GRANT | $5,000 | |
| HEARTY ROOTS | |||||||
| 18 WATER ST | DAMARISCOTTA | ME | 04543 | PC | GENERAL OPERATING GRANT | $2,500 | |
| JUNIOR ACHIEVEMENT | |||||||
| 80 CITY SQUARE | BOSTON | MA | 02129 | PC | GENERAL OPERATING GRANT | $5,000 | |
| KIDS IN TECH | |||||||
| PO BOX 9057 | LOWELL | MA | 01853 | PC | GENERAL OPERATING GRANT | $10,000 | |
| LITERATIONS | |||||||
| 1 FEDERAL ST 5TH FLOOR | BOSTON | MA | 02110 | PC | GENERAL OPERATING GRANT | $5,000 | |
| MARE MASSACHUSETTS ADOPTION RESOURCE EXCHANGE | |||||||
| 19 NEEDHAM ST SUITE 206 | NEWTON | MA | 02461 | PC | GENERAL OPERATING GRANT | $5,000 | |
| MASS MENTORING PARTNERSHIP | |||||||
| 75 KNEELAND STREET 11TH FLOOR | BOSTON | MA | 02111 | PC | GENERAL OPERATING GRANT | $155,000 | |
| MASSACHUSETTS SCIENCE & ENGINEERING FAIR | |||||||
| 955 MASSACHUSETTS AVE 350 | CAMBRIDGE | MA | 02139 | PC | GENERAL OPERATING GRANT | $5,000 | |
| MASSACHUSETTS YOUTH LEADERSHIP FOUNDATION | |||||||
| PO BOX 394 | WESTWOOD | MA | 02090 | PC | GENERAL OPERATING GRANT | $1,000 | |
| MOSAIC INTERFAITH YOUTH ACTIVITY | |||||||
| PO BOX 610059 | NEWTON HIGHLANDS | MA | 02461 | PC | GENERAL OPERATING GRANT | $10,000 | |
| NAGLY | |||||||
| 2 E INDIA SQ MALL 121 | SALEM | MA | 019703700 | PC | GENERAL OPERATING GRANT | $5,000 | |
| PA'LANTE TRANSFORMATIVE JUSTICE | |||||||
| 220 LINDEN STREET | HOLYOKE | MA | 01040 | PC | GENERAL OPERATING GRANT | $2,500 | |
| PLAYWORKS | |||||||
| 1452 DORCHESTER AVENUE 4TH FLOOR | DORCHESTER | MA | 02122 | PC | GENERAL OPERATING GRANT | $2,500 | |
| PROJECT 351 | |||||||
| 50 MILK STREET FLOOR 16 | BOSTON | MA | 02109 | PC | GENERAL OPERATING GRANT | $5,000 | |
| REPRODUCTIVE EQUITY NOW FOUNDATION | |||||||
| 1 FEDERAL ST FLOOR 5 | BOSTON | MA | 02110 | PC | GENERAL OPERATING GRANT | $60,000 | |
| RIA INC | |||||||
| 330 COCHITUATE ROAD 1784 | FRAMINGHAM | MA | 01701 | PC | GENERAL OPERATING GRANT | $2,500 | |
| ROOTS RISING | |||||||
| 923 BARKER RD | PITTSFIELD | MA | 01201 | PC | GENERAL OPERATING GRANT | $2,500 | |
| SALESIAN BOYS GIRLS CLUB | |||||||
| 150 BYRON ST | BOSTON | MA | 02128 | PC | GENERAL OPERATING GRANT | $5,000 | |
| SCIENCE CLUB FOR GIRLS | |||||||
| 210 BROADWAY SUITE 201 | CAMBRIDGE | MA | 02139 | PC | GENERAL OPERATING GRANT | $5,000 | |
| SHINE INITIATIVE | |||||||
| 44 PORTLAND ST | WORCESTER | MA | 01608 | PC | GENERAL OPERATING GRANT | $50,500 | |
| SHOOTING TOUCH | |||||||
| 65 SPRAGUE STREET EAST BUILDING 2ND | HYDE PARK | MA | 02136 | PC | GENERAL OPERATING GRANT | $5,000 | FLOOR |
| SILVER LINING MENTORING | |||||||
| PO BOX 541497 | WALTHAM | MA | 02454 | PC | GENERAL OPERATING GRANT | $65,000 | |
| SOMEONE ELSES CHILD FOUNDATION | |||||||
| 594 COLUMBIA ROAD SUITE 211 | DORCHESTER | MA | 02125 | PC | GENERAL OPERATING GRANT | $5,000 | |
| SPONSOR INC (JOYWEAVERS) | |||||||
| 55 SAWYER DRIVE | DEDHAM | MA | 02026 | PC | GENERAL OPERATING GRANT | $2,500 | |
| STRONG WOMEN STRONG GIRLS | |||||||
| 89 SOUTH ST LL02 | BOSTON | MA | 02111 | PC | GENERAL OPERATING GRANT | $5,000 | |
| THE CHICA PROJECT | |||||||
| 2 NEPTUNE RD 198 | BOSTON | MA | 02128 | PC | GENERAL OPERATING GRANT | $5,000 | |
| THE FOOD PROJECT | |||||||
| 10 LEWIS STREET | LINCOLN | MA | 01773 | PC | GENERAL OPERATING GRANT | $10,000 | |
| THIRD SECTOR NEW ENGLAND (FUTURE CHEFS) | |||||||
| 305 BLUE HILL AVENUE | BOSTON | MA | 02121 | PC | GENERAL OPERATING GRANT | $35,000 | |
| UNCOMMON THREADS | |||||||
| 60 ISLAND ST SUITE 150 | LAWRENCE | MA | 01840 | PC | GENERAL OPERATING GRANT | $5,000 | |
| WALTHAM PARTNERSHIP FOR YOUTH | |||||||
| 617 LEXINGTON ST | WALTHAM | MA | 02452 | PC | GENERAL OPERATING GRANT | $5,000 | |
| YOUNG MAN WITH A PLAN | |||||||
| 1178A RIVER STREET | HYDE PARK | MA | 02136 | PC | GENERAL OPERATING GRANT | $15,000 | |
| YOUTH ENRICHMENT SERVICES | |||||||
| 412 MASSACHUSETTS AVE | BOSTON | MA | 02118 | PC | GENERAL OPERATING GRANT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $864,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNG MAN WITH A PLAN | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1178A RIVER STREET | AddressLine1Txt |
| City | HYDE PARK | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CAPITAL CAMPAIGN PLEDGE | GrantOrContributionPurposeTxt |
| Amt | $100,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $100,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $346,531 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,863,150 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,209,681 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,209,681 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK ELDRIDGE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 BRICKSTONE SQUARE SUITE 400 | AddressLine1Txt |
| City | ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01810 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $496,926 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LIST OF OFFICERS, DIRECTORS, TRUSTEES AND FOUNDATION MANAGERS | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VII | FormAndLineReferenceDesc |
| Medium Explanation | VANESSA PLANT, EXECUTIVE DIRECTOR RECEIVED COMPENSATION AND EMPLOYEE BENEFITS BY ALKU LLC FOR HER DUTIES IN THE FOUNDATION. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BAIRD AGGREGATE BOND FUND INSTL | AT COST | $906,000 | $884,626 |
| GUGGENHEIM TOTAL RETURN BOND FD INSTL | AT COST | $885,209 | $887,314 |
| NYLI MACKAY HIGH YIELD CORP BD CLASS I | AT COST | $147,764 | $154,268 |
| PIMCO EMERGING MARKETS BOND INSTL | AT COST | $117,200 | $115,290 |
| PIMCO INCOME FUND INSTITUTIONAL FUND | AT COST | $696,900 | $700,877 |
| PGIM FLOATING RATE INCOME CLASS Z | AT COST | $267,657 | $270,052 |
| GOLDMAN SACHS ETF TR ACTIVEBETA US LG | AT COST | $711,695 | $1,446,631 |
| ISHARES TR EXPND TEC SC ETF | AT COST | $215,978 | $376,795 |
| ISHARES S&P MID-CAP 400 GROWTH ETF | AT COST | $121,439 | $152,399 |
| ISHARES S&P MID-CAP 400 VALUE ETF | AT COST | $176,593 | $177,318 |
| ISHARES TR CORE MSCI INTL | AT COST | $437,332 | $474,241 |
| SPDR PORTFOLIO EMERGING MARKETS | AT COST | $392,412 | $458,176 |
| SPDR PORTFOLIO DEVELOPED WORLD | AT COST | $431,291 | $490,789 |
| SPDR SER TR S&P 600 SMCP GRW | AT COST | $99,141 | $116,913 |
| SPDR SERIES TRUST S&P 600 SMCP VAL | AT COST | $113,308 | $122,063 |
| SELECT SECTOR SPDR TR ENERGY | AT COST | $73,019 | $65,530 |
| SELECT SECTOR SPDR TR FINANCIAL | AT COST | $123,850 | $147,068 |
| UTILITIES SELECT SECTOR SPDR FUND | AT COST | $46,840 | $50,561 |
| VANGUARD INDEX FDS VANGUARD GROWTH | AT COST | $1,282,901 | $1,843,697 |
| VANGUARD INDEX FDS VANGUARD VALUE | AT COST | $1,301,839 | $1,562,808 |
| SSGA ACTIVE ETF TR SPDR TR TACTIC | AT COST | $822,354 | $809,977 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES & SUBSCRIPTIONS | Desc |
| Revenue And Expenses Per Books | $2,080 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,080 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE | Desc |
| Amt | $1,226 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $20,734 | $20,734 | $0 |
| CONSULTING FEES | $2,500 | $0 | $2,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $3,295 | Amt |
| Net Investment Income | $3,295 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |