HENRY P KENDALL FOUNDATION TRUST: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HENRY P KENDALL FOUNDATION TRUST (EIN 04-6029103)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201523209349100742
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T09:55:55-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042273266 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DARMODY MERLINO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046029103 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY P KENDALL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HENR | BusinessNameControlTxt |
| Phone | 6179512555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 176 FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW W KENDALL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6179512555 | PhoneNum |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL L MEYERS | PreparerPersonNm |
| PTIN | P00176974 | PTIN |
| Phone | 6174267300 | PhoneNum |
| Preparation | 2015-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $96,820,803 | 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 | $13,144,357 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,940,610 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,940,683 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,686,205 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,904,958 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,614,493 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $27,540 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $27,336 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $20,798,712 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,582,512 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $307,661 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $307,661 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $181,195 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $181,195 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $105,161 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $105,161 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $35,359 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,805 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $25,554 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $182,816 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $122,681 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $60,135 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $65,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $500 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,750 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $92,059 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $92,059 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $175,074 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $78,115 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $98,777 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,180,075 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $224,851 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $885,292 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,650,706 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,650,706 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,830,781 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $224,851 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,535,998 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,967,931 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,357,661 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $224,521 | CashBOYAmt |
| Cash EOY | $405,138 | CashEOYAmt |
| Cash EOYFMV | $405,138 | CashEOYFMVAmt |
| Acct Rcvbl | $3,511,450 | AcctRcvblAmt |
| Acct Rcvbl BOY | $40,273 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,511,450 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,511,450 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $126,875 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $125,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $126,875 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $126,875 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $3,250 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,250 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $85,667,987 | CorporateStockBOYAmt |
| Corporate Stock EOY | $80,096,355 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $80,096,355 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $78,063 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $57,925 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $21,834 | LandBOYAmt |
| Land EOY | $20,138 | LandEOYAmt |
| Land EOYFMV | $20,138 | LandEOYFMVAmt |
| Other Assets BOY | $13,240 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,657,597 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,657,597 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $86,092,855 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,820,803 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $96,820,803 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $999 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,459 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $557,016 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $558,015 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,459 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $85,534,840 | UnrestrictedBOYAmt |
| Unrestricted EOY | $96,819,344 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $85,534,840 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $96,819,344 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $86,092,855 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $96,820,803 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $85,534,840 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,967,931 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $101,502,771 | SubtotalAmt |
| Other Decreases | $4,683,427 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $96,819,344 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| DISPOSAL OF COMPUTER EQUIPMENT | P | 2014-01-24 | $903 | $903 | $0 | $0 | |
| IVORY FLAGSHIP FUND, LP - K-1 SECTION 1256 GAINS - NET LONG TERM | P | 2014-12-31 | $17,999 | -$17,999 | -$17,999 | ||
| IVORY FLAGSHIP FUND, LP - K-1 SECTION 1256 GAINS - NET SHORT TERM | P | 2014-12-31 | $12,000 | -$12,000 | -$12,000 | ||
| IVORY FLAGSHIP FUND, LP - K-1 SECTION - NET SHORT TERM | P | 2014-12-31 | $193,292 | $193,292 | $193,292 | ||
| IVORY FLAGSHIP FUND, LP - K-1 SECTION - NET LONG TERM | P | 2014-12-31 | $24,262 | $24,262 | $24,262 | ||
| SIGULER GUFF II - K-1 SHORT TERM | P | 2014-12-31 | $91 | -$91 | -$91 | ||
| SIGULER GUFF II - K-1 LONG TERM | P | 2014-12-31 | $3,164 | -$3,164 | -$3,164 | ||
| SIGULER GUFF II - K-1 SECTION 1256 GAINS - NET SHORT TERM | P | 2014-12-31 | $64 | $64 | $64 | ||
| SIGULER GUFF II - K-1 SECTION 1256 GAINS - NET LONG TERM | P | 2014-12-31 | $95 | $95 | $95 | ||
| SIGULER GUFF III - K-1 SHORT TERM | P | 2014-12-31 | $1,161 | $1,161 | $1,161 | ||
| SIGULER GUFF III - K-1 LONG TERM | P | 2014-12-31 | $91,910 | $91,910 | $91,910 | ||
| SIGULER GUFF III - K-1 SECTION 1256 GAINS - NET SHORT TERM | P | 2014-12-31 | $242 | $242 | $242 | ||
| SIGULER GUFF III - K-1 SECTION 1256 GAINS - NET LONG TERM | P | 2014-12-31 | $364 | $364 | $364 | ||
| ALYDAR FUND, LP - K-1 SHORT TERM | P | 2014-12-31 | $34,389 | -$34,389 | -$34,389 | ||
| ALYDAR FUND, LP - K-1 LONG TERM | P | 2014-12-31 | $318,226 | $318,226 | $318,226 | ||
| ABERDEEN SMALL CO FUND - K-1 SHORT TERM | P | 2014-12-31 | $6 | -$6 | -$6 | ||
| ABERDEEN SMALL CO FUND - K-1 LONG TERM | P | 2014-12-31 | $66,606 | -$66,606 | -$66,606 | ||
| IR&M CORE BOND FUND II - K-1 SHORT TERM | P | 2014-12-31 | $2,732 | $2,732 | $2,732 | ||
| IR&M CORE BOND FUND II - K-1 LONG TERM | P | 2014-12-31 | $5,863 | $5,863 | $5,863 | ||
| POWERSHARES DB COMMODITY - K-1 SECTION 1256 GAINS - NET LONG TERM | P | 2014-12-31 | $8,188 | -$8,188 | -$8,188 | ||
| POWERSHARES DB COMMODITY - K-1 SECTION 1256 GAINS - NET SHORT TERM | P | 2014-12-31 | $5,458 | -$5,458 | -$5,458 | ||
| POWERSHARES DB COMMODITY - K-1 - NET SHORT TERM | P | 2014-12-31 | $184 | -$184 | -$184 | ||
| POWERSHARES DB COMMODITY - K-1 SECTION 1256 GAINS - NET LONG TERM | P | 2014-12-31 | $34,470 | -$34,470 | -$34,470 | ||
| POWERSHARES DB COMMODITY - K-1 SECTION 1256 GAINS - NET SHORT TERM | P | 2014-12-31 | $23,255 | -$23,255 | -$23,255 | ||
| POWERSHARES DB COMMODITY - K-1 - NET LONG TERM | P | 2014-12-31 | $157 | -$157 | -$157 | ||
| SIGULER GUFF DISTRESSED OPPORTUNITIES FUND III LP - SECTION 1231 GAIN | P | 2014-12-31 | $20 | $20 | $20 | ||
| SIGULER GUFF DISTRESSED OPPORTUNITIES FUND II LP - SECTION 1231 GAIN | P | 2014-12-31 | $1 | $1 | $1 | ||
| PUBLICLY TRADED SECURITIES - FIDUCIARY TRUST - HOUSE ACCOUNT | P | 2014-12-31 | $2,104,542 | $29,544 | $29,544 | $2,134,086 | |
| PUBLICLY TRADED SECURITIES - FIDUCIARY TRUST - HOUSE ACCOUNT | P | 2014-12-31 | $5,373,889 | $1,023,242 | $1,023,242 | $6,397,131 | |
| PUBLICLY TRADED SECURITIES - FIDUCIARY TRUST - WINDHAVEN | P | 2014-12-31 | $1,239,904 | -$18,875 | -$18,875 | $1,221,029 | |
| PUBLICLY TRADED SECURITIES - FIDUCIARY TRUST - WINDHAVEN | P | 2014-12-31 | $392,111 | $71,744 | $71,744 | $463,855 | |
| PUBLICLY TRADED SECURITIES - FIDUCIARY TRUST - PIMCO SECTION | P | 2014-12-31 | $367,498 | $260 | $260 | $367,758 | |
| PUBLICLY TRADED SECURITIES - FIDUCIARY TRUST - PIMCO SECTION | P | 2014-12-31 | $11,802,743 | $665,925 | $665,925 | $12,468,668 | |
| PUBLICLY TRADED SECURITIES - FIDUCIARY TRUST - RAINIER SECTION | P | 2014-12-31 | $35,203 | $1,676 | $1,676 | $36,879 | |
| PUBLICLY TRADED SECURITIES - FIDUCIARY TRUST - RAINIER SECTION | P | 2014-12-31 | $1,768,608 | $1,989,478 | $1,989,478 | $3,758,086 | |
| REALIZED GAIN - VH REALTY | P | 2014-12-31 | $7,637 | $7,637 | $7,637 | ||
| CAPITAL GAINS DIVIDENDS | P | $1,411,597 | $1,411,597 | $1,411,597 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,614,493 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,247,210 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $81,282,971 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052252 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,552,611 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $75,974,081 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059923 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,657,287 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $77,460,408 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034305 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $776,807 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $72,431,013 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.010725 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,213,889 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $63,622,642 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.019080 | DistributionYr5Rt |
| Total Distribution | 0.176285 | TotalDistributionRt |
| Average Distribution | 0.035257 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $85,696,224 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,021,392 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $73,577 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,094,969 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,540,569 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $73,577 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $73,577 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $73,577 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $88,529 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $20,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $108,529 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $34,952 | OverpaymentAmt |
| Applied To ES Tax | $34,952 | 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.KENDALL.ORG | WebsiteAddressTxt |
| Individual With Books | JOHN MCCRAE | IndividualWithBooksNm |
| Phone | 6179512525 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 176 FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| JOHN P KENDALL | ||||||||
| 176 FEDERAL STREET | BOSTON | MA | 02110 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ANDREW W KENDALL | ||||||||
| 176 FEDERAL STREET | BOSTON | MA | 02110 | TRUSTEE/EXECUTIVE DIRECTOR | 40.00 | $307,661 | $45,579 | $0 |
| PHOEBE S WINDER | ||||||||
| 176 FEDERAL STREET | BOSTON | MA | 02110 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| KENNETH F MEYERS | ||||||||
| 176 FEDERAL STREET | BOSTON | MA | 02110 | TRUSTEE | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COURTNEY J BOURNS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 176 FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SENIOR PROGRAM OFFIC | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $128,164 | CompensationAmt |
| Employee Benefits | $18,446 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT CUSTODIAL FEES | ServiceTypeTxt |
| Compensation | $51,239 | 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 | $85,086,429 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $506,694 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,408,120 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $87,001,243 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $87,001,243 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,305,019 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $85,696,224 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,284,811 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,284,811 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $73,577 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $73,577 | TotalTaxAmt |
| Distributable Before Adj | $4,211,234 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,211,234 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,211,234 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,535,998 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $4,571 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $4,540,569 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $73,577 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,466,992 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,211,234 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $561,910 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $561,910 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,540,569 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,211,234 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $329,335 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $891,245 | 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 | $500,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $391,245 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $391,245 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FARMLAND TRUST | ||||||||
| 1 SHORT STREET | NORTHAMPTON | MA | 01060 | NO RELATIONSHIP | PC | TO SUPPORT THE NEW ENGLAND DIRECTOR IN THEIR LEADERSHIP ROLE IN BUILDING A MORE SUSTAINABLE AND JUST FOOD SYSTEM THROUGHOUT NEW ENGLAND AND TO CONDUCT OUTREACH AROUND THE PUBLICATION, NEW ENGLAND FOOD POLICY: BUILDING A SUSTAINABLE FOOD SYSTEM. | $40,000 | |
| BOLTON WALKERS DBA JUST CAUSE WALK FOR BREAST CANCER | ||||||||
| PO BOX 132 | BOLTON | MA | 01740 | NO RELATIONSHIP | PC | TO SUPPORT JUST 'CAUSE WALK FOR BREAST CANCER. | $10,000 | |
| BOSTON PUBLIC MARKET ASSOCIATION | ||||||||
| PO BOX 52385 | BOSTON | MA | 02205 | NO RELATIONSHIP | PC | TO SUPPORT FUNDING REQUIREMENTS FOR THE MARKET'S GROUNDBREAKING AND OPENING. | $652,000 | |
| CISA | ||||||||
| 1 SUGARLOAF STREET | SOUTH DEERFIELD | MA | 01373 | NO RELATIONSHIP | PC | TO BUILD GREATER LOCAL FOOD SYSTEMS AWARENESS AND ENGAGEMENT IN HAMPDEN COUNTY, MA. | $125,000 | |
| CITY OF BOSTON | ||||||||
| ONE CITY HALL ROOM 811 | BOSTON | MA | 02201 | NO RELATIONSHIP | PC | TO SUPPORT RESEARCH TO UNDERSTAND BOSTON'S ROLE IN THE REGIONAL FOOD SYSTEM. | $75,000 | |
| CITY OF CHICOPEE | ||||||||
| 650 FRONT STREET | CHICOPEE | MA | 01013 | NO RELATIONSHIP | PC | TO SUPPORT DEVELOPMENT AND IMPLEMENTATION OF A PLAN FOR INCREASING THE PURCHASE OF LOCALLY GROWN FOOD IN CHICOPEE PUBLIC SCHOOLS. | $59,000 | |
| CITYSEED INC | ||||||||
| 817 GRAND AVENUE NO 101 | NEW HAVEN | CT | 06511 | NO RELATIONSHIP | PC | TO SUPPORT CREATION OF CITY OF NEW HAVEN FOOD SYSTEM DIRECTOR POSITION. | $8,686 | |
| CODMAN SQUARE HEALTH CENTER | ||||||||
| 637 WASHINGTON STREET | DORCHESTER | MA | 02124 | NO RELATIONSHIP | PC | TO SUPPORT HEALTHY FOOD SERVICE PROGRAMS AT CODMAN ACADEMY CHARTER PUBLIC SCHOOL AND CODMAN ACADEMY. | $15,000 | |
| COMMUNITY FOUNDATION OF SOUTHEASTERN MASSACHUSETTS | ||||||||
| 30 CORNELL STREET | NEW BEDFORD | MA | 02740 | NO RELATIONSHIP | PC | TO SUPPORT PLANNING FOR A CRAFT ABATTOIR AND MEAT PROCESSING FACILITY IN WESTPORT, MA. | $25,000 | |
| CONSERVATION LAW FOUNDATION | ||||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | NO RELATIONSHIP | PC | TO SUPPORT PUBLIC EDUCATION AND OUTREACH FOR "NEW ENGLAND FOOD POLICY: BUILDING A SUSTAINABLE FOOD SYSTEM" PUBLICATION. | $25,000 | |
| DORCHESTER BAY ECONOMIC DEVELOPMENT CORP | ||||||||
| 594 COLUMBIA ROAD | DORCHESTER | MA | 02125 | NO RELATIONSHIP | PC | TO SUPPORT A CAPITAL CAMPAIGN FOR A SHARED-USE COMMERCIAL KITCHEN FACILITY. | $275,000 | |
| ECORI INC | ||||||||
| 111 HOPE STREET | PROVIDENCE | RI | 02906 | NO RELATIONSHIP | PC | TO INCREASE ITS RESIDENTIAL COMPOST CUSTOMER BASE AND BRING AWARENESS TO THE ISSUE OF COMPOSTING AS AN INTEGRAL PART OF THE LOCAL FOOD SYSTEM IN SOUTHERN NEW ENGLAND. | $20,000 | |
| FARM FRESH RHODE ISLAND | ||||||||
| 1005 MAIN ST 1220 | PAWTUCKET | RI | 02860 | NO RELATIONSHIP | PC | FOR GENERAL OPERATING SUPPORT TO CONTINUE CONNECTING LOCAL GROWERS TO NEW MARKETS AND STRENGTHENING RHODE ISLAND'S FOOD SYSTEM AND LOCAL ECONOMY. | $40,000 | |
| FRANKLIN COUNTY COMMUNITY DEV CORP | ||||||||
| 324 WELLS ST | GREENFIELD | MA | 01301 | NO RELATIONSHIP | PC | TO SUPPORT THE DEVELOPMENT AND IMPLEMENTATION OF FARM TO INSTITUTION NEW ENGLAND'S THREE-YEAR STRATEGIC PLAN; AND FOR GENERAL OPERATING SUPPORT FOR A FOOD BUSINESS DEVELOPMENT SPECIALIST. | $102,000 | |
| FRIENDS OF SOUTH GEORGIA ISLAND | ||||||||
| 25 DAKOTA MEADOWS DRIVE | CARBONDALE | CO | 81623 | NO RELATIONSHIP | PC | TO SUPPORT HABITAT RESTORATION. | $50,000 | |
| GROW SMART RHODE ISLAND | ||||||||
| 235 PROMENADE ST SUITE 550 | PROVIDENCE | RI | 02908 | NO RELATIONSHIP | PC | TO CONTINUE THEIR WORK TO INCREASE THE ECONOMIC VITALITY OF RHODE ISLAND AGRICULTURE AND STRENGTHEN RHODE ISLAND'S FOOD SYSTEM. | $40,000 | |
| HAMPSHIRE COLLEGE | ||||||||
| 893 WEST ST | AMHERST | MA | 01002 | NO RELATIONSHIP | PC | TO SUPPORT THE 100% LOCAL FOOD CHALLENGE. | $200,000 | |
| HARTFOOD FOOD SYSTEM INC | ||||||||
| 86 PARK STREET 2ND FLOOR | HARTFORD | CT | 06106 | NO RELATIONSHIP | PC | TO SUPPORT THE GROWTH AND DEVELOPMENT OF THE CT FOOD SYSTEM ALLIANCE, A STATE-WIDE NETWORK OF DIVERSE STAKEHOLDERS COMMITTED TO ADVANCING A SUSTAINABLE FOOD SYSTEM IN CONNECTICUT; AND FOR CONTINUED SUPPORT OF THE POLICY ANALYST POSITION TO STRENGTHEN HFS'S RELATIONSHIP WITH THE CITY OF HARTFORD ADVISORY COMMISSION ON FOOD POLICY. | $62,000 | |
| HEALTH CARE WITHOUT HARM | ||||||||
| 12355 SUNRISE VALLEY DR | RESTON | VA | 20191 | NO RELATIONSHIP | PC | TO CONTINUE THEIR WORK IN AGGREGATING THE DEMAND AND COLLECTIVE VOICE OF THE HEALTHCARE SECTOR TO PROPEL THE DEVELOPMENT OF A HEALTHY, SUSTAINABLE, AND TRANSPARENT FOOD SYSTEM IN NEW ENGLAND. | $60,000 | |
| HEALTH RESOURCES IN ACTION | ||||||||
| 95 BERKELEY STREET | BOSTON | MA | 02116 | NO RELATIONSHIP | PC | TO SUPPORT THE WORK OF THE MASSACHUSETTS CONVERGENCE PARTNERSHIP AS IT BEGINS TO IMPLEMENT A TWO-YEAR STRATEGIC PLAN TO PROMOTE EQUITABLE ACCESS TO HEALTHY FOODS. | $10,000 | |
| INNOVATION NETWORK FOR COMMUNITIES | ||||||||
| PO BOX 397 | BEAVER ISLAND | MI | 49782 | NO RELATIONSHIP | PC | TO SUPPORT THE OPERATIONS OF THE BOSTON GREEN RIBBON COMMISSION. | $25,000 | |
| JUST FOOD INC | ||||||||
| 1155 AVENUE OF THE AMERICAS 3RD | NEW YORK | NY | 10036 | NO RELATIONSHIP | PC | TO SUPPORT DEVELOPMENT OF COMMUNICATIONS TOOLS AND CAPACITY. | $114,000 | FLOOR |
| MAINE ASSOCIATION OF NONPROFITS | ||||||||
| 565 CONGRESS ST SUITE 301 | PORTLAND | ME | 04101 | NO RELATIONSHIP | PC | TO SUPPORT THE SUSTAINABLE FOOD SYSTEMS LEADERSHIP INSTITUTE. | $45,000 | |
| MOUNT GRACE LAND CONSERVATION TRUST | ||||||||
| 1461 OLD KEENE ROAD | ATHOL | MA | 01331 | NO RELATIONSHIP | PC | TO INCREASE THE CAPACITY FOR THEIR FARM CONSERVATION PROGRAM, SUPPORT WORK COLLABORATIVELY WITH THE WESTERN MA FOOD PROCESSING CENTER, AND HELP OTHER LAND TRUSTS IN MA AND THROUGHOUT NEW ENGLAND ENGAGE IN FOOD SYSTEMS WORK. | $50,000 | |
| NORTHWEST ATLANTIC MARINE ALLIANCE | ||||||||
| PO BOX 7066 30 LEVERETT STREET | GLOUCESTER | MA | 01930 | NO RELATIONSHIP | PC | TO CONTINUE THEIR WORK WITH KEY REGIONAL NETWORKS THAT ARE ENVISIONING A WAY FOR NEW ENGLANDERS TO FEED THEMSELVES MOSTLY LOCALLY CAUGHT, RAISED AND GROWN FOOD WHILE ALSO ADDRESSING RACIAL INEQUITY AND FOOD INJUSTICE IN THE FOOD SYSTEM. | $25,000 | |
| PARTNERS FOR A HEALTHIER COMMUNITY INC | ||||||||
| PO BOX 4895 | SPRINGFIELD | MA | 01101 | NO RELATIONSHIP | PC | TO CONTINUE SUPPORT OF THE SPRINGFIELD FOOD POLICY COUNCIL AND CAPITALIZE ON OPPORTUNITIES FOR ADVANCING WORK ON URBAN AGRICULTURE, INSTITUTIONAL FOOD PROCUREMENT PRACTICES, AND EXPANDING A BUY-LOCAL CAMPAIGN IN SPRINGFIELD. | $260,000 | |
| PROJECT BREAD | ||||||||
| 145 BORDER STREET | EAST BOSTON | MA | 02128 | NO RELATIONSHIP | PC | TO SUPPORT A STRATEGIC PLANNING PROCESS FOR MASSACHUSETTS FARM TO SCHOOL. | $50,000 | |
| PROJECT HIP-HOP INC | ||||||||
| 2181 WASHINGTON STREET SUITE 315 | ROXBURY | MA | 02119 | NO RELATIONSHIP | PC | TO SUPPORT A TWO-DAY RETREAT FOR YOUTH IN THE WHITE MOUNTAINS. | $3,000 | |
| RED TOMATO | ||||||||
| 1033 TURNPIKE STREET | CANTON | MA | 02021 | NO RELATIONSHIP | PC | GENERAL OPERATING AND STRATEGIC PLANNING SUPPORT. | $100,000 | |
| RHODE ISLAND ASSOCIATION OF CONSERVATION DISTRICT | ||||||||
| 2283 HARTFORD AVENUE | JOHNSTON | RI | 02919 | NO RELATIONSHIP | PC | FOR GENERAL OPERATING AND MARKET STRATEGY SUPPORT FOR THE RI AGRICULTURE PARTNERSHIP TO CONTINUE FACILITATING THE EVOLUTION OF SYSTEMS THAT ENABLE DEVELOPMENT OF AGRICULTURE AND FOOD SYSTEMS IN THE STATE. | $51,435 | |
| SMITH COLLEGE | ||||||||
| 10 ELM STREET | NORTHAMPTON | MA | 01063 | NO RELATIONSHIP | PC | TO SUPPORT DEVELOPMENT OF A SUSTAINABLE FOOD PROGRAM. | $83,410 | |
| SOUTHSIDE COMMUNITY LAND TRUST | ||||||||
| 109 SOMERSET STREET | PROVIDENCE | RI | 02907 | NO RELATIONSHIP | PC | FOR GENERAL OPERATING SUPPORT TO CONTINUE PROVIDING ACCESS TO LAND, EDUCATION AND OTHER RESOURCES SO PEOPLE IN GREATER PROVIDENCE CAN GROW FOOD IN SAFE AND SUSTAINABLE WAYS. | $40,000 | |
| THIRD SECTOR NEW ENGLAND | ||||||||
| 89 SOUTH STREET 700 | BOSTON | MA | 02111 | NO RELATIONSHIP | PC | TO SUPPORT THE REAL FOOD CHALLENGE IN EXPANDING THEIR WORK IN INCREASING LOCAL, ECOLOGICALLY SOUND, FAIR AND HUMANE FOOD, I.E. "REAL FOOD", AT THE NEW ENGLAND COLLEGES AND UNIVERSITIES; AND TO SUPPORT THE RI FOOD POLICY COUNCIL'S WORK GROUPS NETWORK AND THE LOCAL AGRICULTURAL AND SEAFOOD ACT GRANT FUND. | $185,000 | |
| UNIVERSITY OF MAINE SYSTEM | ||||||||
| PO BOX 9300 | PORTLAND | ME | 04104 | NO RELATIONSHIP | PC | TO SUPPORT PHASE TWO OF MAINE FOOD STRATEGY INITIATIVE. | $40,000 | |
| UNIVERSITY OF MASSACHUSETTS FOUNDATION | ||||||||
| 225 FRANKLIN STREET | BOSTON | MA | 02110 | NO RELATIONSHIP | PC | TO SUPPORT TRANSFORMATION OF FOOD SERVICE PROGRAM. | $285,000 | |
| UNIVERSITY OF NEW HAMPSHIRE FOUNDATION | ||||||||
| 131 MAIN STREET | DURHAM | NH | 03824 | NO RELATIONSHIP | PC | GENERAL OPERATING SUPPORT, CONFERENCE SCHOLARSHIPS AND PROGRAM SUPPORT FOR FOOD SOLUTIONS NEW ENGLAND AND THE NH FOOD ALLIANCE. | $220,175 | |
| VERMONT SUSTAINABLE JOBS FUND | ||||||||
| 3 PITKIN COURT SUITE 301E | MONTPELIER | VT | 05602 | NO RELATIONSHIP | PC | TO SUPPORT THE VERMONT FARM TO PLATE NETWORK'S WORK GROUP AND VERMONT SUSTAINABLE JOBS FUND. | $75,000 | |
| WEST ELMWOOD HOUSING DEVELOPMENT CORP | ||||||||
| 224 DEXTER STREET | PROVIDENCE | RI | 02907 | NO RELATIONSHIP | PC | TO SUPPORT DEVELOPMENT OF A FOOD CO-OP PROJECT, URBAN GREENS FOOD CO-OP. | $45,000 | |
| YMCA OF GREATER BOSTON | ||||||||
| 316 HUNTINGTON AVE | BOSTON | MA | 02115 | NO RELATIONSHIP | PC | TO SUPPORT THE LAUNCH OF THE COMMUNITY/TEACHING KITCHEN PROGRAM. | $60,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,650,706 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,940,610 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,540 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,686,205 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,654,355 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,654,355 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| BARR FOUNDATION | |||||||
| 1 | THE PILOT HOUSE LEWIS WHARF | BOSTON | MA | 02110 | $500,000 | Yes (X) | |
| JOHN P KENDALL | |||||||
| 2 | 176 FEDERAL STREET | BOSTON | MA | 02110 | $12,644,357 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | NUMISMATIC ITEMS (COIN COLLECTION) | NoncashPropertyDesc |
| Fair Market Value | $12,644,357 | FairMarketValueAmt |
| Received | 2014-07-10 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $28,500 | Amt |
| Net Investment Income | $14,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,250 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT 2003 - 2008 | 2006-12-31 | $3,343 | $3,343 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT - 2010 | 2010-12-31 | $27,094 | $24,834 | 200DB | 5.000000000000 | $1,507 | $0 |
| COMPUTER EQUIPMENT - 2011 | 2011-12-31 | $8,009 | $5,369 | 200DB | 5.000000000000 | $1,055 | $0 |
| LEASEHOLD IMPROVEMENTS | 2003-06-01 | $21,795 | $5,915 | SL | 39.000000000000 | $559 | $0 |
| FURNITURE & FIXTURES | 2002-07-01 | $6,740 | $6,740 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2006-05-02 | $2,572 | $2,572 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2008-08-15 | $2,216 | $1,919 | 200DB | 7.000000000000 | $198 | $0 |
| COMPUTER EQUIPMENT - 2011 | 2011-12-31 | $903 | $594 | 200DB | 5.000000000000 | $15 | $0 |
| COMPUTER EQUIPMENT - 2013 | 2013-11-22 | $947 | $24 | 200DB | 5.000000000000 | $180 | $0 |
| COMPUTER EQUIPMENT - 2014 | 2014-05-15 | $2,855 | $1,428 | 200DB | 5.000000000000 | $285 | $0 |
| COMPUTER EQUIPMENT - 2014 | 2014-12-01 | $1,716 | $858 | 200DB | 5.000000000000 | $171 | $0 |
| COMPUTER EQUIPMENT - 2014 | 2014-01-24 | $776 | $388 | 200DB | 5.000000000000 | $106 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES, FIXED INCOME & MUTUAL FUNDS | StockNm |
| EOY Book Value | $80,096,355 | EOYBookValueAmt |
| EOYFMV | $80,096,355 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER EQUIPMENT 2003 - 2008 | $3,343 | $3,343 | $0 |
| COMPUTER EQUIPMENT - 2010 | $27,094 | $26,341 | $753 |
| COMPUTER EQUIPMENT - 2011 | $8,009 | $6,424 | $1,585 |
| LEASEHOLD IMPROVEMENTS | $21,795 | $6,474 | $15,321 |
| FURNITURE & FIXTURES | $6,740 | $6,740 | $0 |
| FURNITURE & FIXTURES | $2,572 | $2,572 | $0 |
| FURNITURE & FIXTURES | $2,216 | $2,117 | $99 |
| COMPUTER EQUIPMENT - 2013 | $947 | $678 | $269 |
| COMPUTER EQUIPMENT - 2014 | $2,855 | $1,713 | $1,142 |
| COMPUTER EQUIPMENT - 2014 | $1,716 | $1,029 | $687 |
| COMPUTER EQUIPMENT - 2014 | $776 | $494 | $282 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $35,359 | LegalFeesAmt |
| Net Investment Income | $9,805 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,554 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSITS | $13,240 | $13,240 | $13,240 |
| COIN COLLECTION | $0 | $12,644,357 | $12,644,357 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NET UNREALIZED GAIN ON INVESTMENTS AND LIMITED PARTNERSHIPS | $4,652,541 |
| OTHER DIFFERENCES AS REPORTED ON K-1 PASS-THROUGH ENTITIES | $30,886 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER EXPENSE | $17,673 | $0 | $17,673 |
| OFFICE EXPENSE | $6,727 | $0 | $6,727 |
| POSTAGE & DELIVERY | $361 | $0 | $361 |
| PROGRAM EXPENSES | $56,509 | $0 | $56,509 |
| TELEPHONE & INTERNET | $16,638 | $0 | $16,638 |
| SHARON PROPERTY COSTS | $869 | $0 | $869 |
| DEDUCTIONS FROM ALYDAR K-1 | $7,059 | $7,059 | $0 |
| DEDUCTIONS FROM IVORY K-1 | $18,665 | $18,665 | $0 |
| DEDUCTIONS FROM SIGULER GUFF II K-1 | $15,687 | $15,687 | $0 |
| DEDUCTIONS FROM SIGULER GUFF III K-1 | $21,551 | $21,551 | $0 |
| DEDUCTIONS FROM POWERSHARES DB COMMODITY INDEX TRACKING FUND K-1 | $0 | $416 | $0 |
| DEDUCTIONS FROM POWERSHARES DB COMMODITY INDEX TRACKING FUND K-1 | $0 | $1,402 | $0 |
| DEDUCTIONS FROM ABERDEEN EMERGING MARKETS SMALL COMPANY K-1 | $1,082 | $1,082 | $0 |
| DEDUCTIONS FROM IR&M CORE BOND FUND II K-1 | $1,253 | $1,253 | $0 |
| DEDUCTIONS FROM CRESCENT DIRECT LENDING FUND K-1 | $11,000 | $11,000 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ALYDAR FUND L.P. - K-1 | -$14,004 | -$14,004 | -$14,004 |
| IVORY - K-1 | -$39,991 | -$39,991 | -$39,991 |
| SIGULER GUFF DISTRESSED OPPORTUNITIES FUND II, LP - K-1 | $8,160 | $8,160 | $8,160 |
| SIGULER GUFF DISTRESSED OPPORTUNITIES FUND III, LP - K-1 | $46,344 | $46,344 | $46,344 |
| CRESCENT DIRECT LENDING FUND, LP - K-1 | -$10 | -$10 | -$10 |
| ENTERPRISE PRODUCTS PARTNERS L.P. - K-1 | $0 | -$204 | $0 |
| ABERDEEN SMALLER COMPANY FUND | $22,567 | $22,567 | $22,567 |
| MISCELLANEOUS INCOME | $4,474 | $4,474 | $4,474 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT - PARTNERSHIP - PURCHASE PAYABLE | Desc |
| BOY Book Value | $557,016 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAIR FOOD FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $125,000 | LoanOriginalAmt |
| Balance Due | $126,875 | BalanceDueAmt |
| Note | 2013-11 | NoteDt |
| Loan Maturity | 2020-11 | LoanMaturityDt |
| Repayment Terms | LUMP SUM, INCLUDING ACCRUED INTEREST | RepaymentTermsTxt |
| Interest | 1.500000000000 | InterestRt |
| Loan Purpose | PROGRAM-RELATED INVESTMENT | LoanPurposeTxt |
| Lender Consideration | CASH | LenderConsiderationDesc |
| Consideration FMV | $125,000 | ConsiderationFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ALLOCABLE CONSULTING FEES | $89,531 | $34,735 | $54,796 |
| INVESTMENT MANAGEMENT FEES | $36,707 | $36,707 | $0 |
| CUSTODIAN FEES | $51,239 | $51,239 | $0 |
| CURATORIAL EXPENSE | $4,000 | $0 | $4,000 |
| PROFESSIONAL DEVELOPMENT | $1,339 | $0 | $1,339 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MASSACHUSETTS ANNUAL REPORT - FORM PC | $500 | $0 | $500 |
| FEDERAL EXCISE TAX ON NET INVESTMENT INCOME | $65,000 | $0 | $0 |