HARBORONE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HARBORONE FOUNDATION (EIN 81-2658653)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-10
- IRS object ID
- 202522839349101112
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-10T13:38:08-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 SOUTH SERVICE ROAD SUITE 300 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117472354 | 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 | 812658653 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HARBORONE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARB | BusinessNameControlTxt |
| Phone | 5088951347 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 770 OAK ST | AddressLine1Txt |
| City | BROCKTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAUREEN WILKINSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5088951347 | PhoneNum |
| Signature | 2025-10-10 | 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 | MARLA ESAN | PreparerPersonNm |
| PTIN | P00367254 | PTIN |
| Phone | 6314144000 | PhoneNum |
| Preparation | 2025-10-10 | 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 | $7,812,375 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $116 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $116 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $233,082 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $233,082 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $313,564 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,306,085 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $313,564 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $546,762 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $546,762 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $194,102 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,105 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $97,047 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $14,690 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $7,140 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,339 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,339 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,318 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,659 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,038 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,038 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,124 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,279 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,377 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,377 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,235 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $290 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,945 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $307,223 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,371 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $141,848 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $872,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $872,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,179,223 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,371 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,013,848 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$632,461 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $503,391 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $174,580 | CashEOYAmt |
| Cash EOYFMV | $174,580 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $153,464 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $94,157 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $94,157 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $84,901 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $55,708 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $55,708 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,019,378 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,919,384 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,919,384 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $755,302 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,541,007 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,541,037 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,924 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,924 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,568 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,585 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,585 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,017,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,812,345 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,812,375 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $106,818 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $106,818 | 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 | $7,017,613 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,705,527 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,017,613 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,705,527 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,017,613 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,812,345 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,017,613 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$632,461 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,431,690 | OtherIncreasesAmt |
| Subtotal | $7,816,842 | SubtotalAmt |
| Other Decreases | $111,315 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,705,527 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| FIDELITY INVESTMENTS #1477 ST | 2024-10-08 | $29,302 | $28,508 | $794 | $794 | ||
| FIDELITY INVESTMENTS #1477 LT | 2024-12-31 | $170,967 | $147,275 | $23,692 | $23,692 | ||
| HARBORONE BANCORP INC. FIDELITY #4269 LT | 2024-12-17 | $568,364 | $667,750 | -$99,386 | -$99,386 | ||
| FIDELITY INVESTMENTS #4069 ST | 2024-12-31 | $59,958 | $59,871 | $87 | $87 | ||
| FIDELITY INVESTMENTS #4069 LT | 2024-12-31 | $1,069,281 | $834,644 | $234,637 | $234,637 | ||
| HARBORONE BANCORP INC. FIDELITY INV. #1232 | 2024-12-31 | $342,130 | $254,473 | $87,657 | $87,657 | 2020-03-11 | |
| CAPITAL GAINS DIVIDENDS | $66,083 | $66,083 | $66,083 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $313,564 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,997 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,997 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,997 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,582 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,582 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,585 | OverpaymentAmt |
| Applied To ES Tax | $5,585 | 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 |
| Org Report Or Register State | DE | 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.HARBORONE.COM/ABOUT-US/COMMUNITY/HARBORONE-FO | WebsiteAddressTxt |
| Individual With Books | MAUREEN WILKINSON | IndividualWithBooksNm |
| Phone | 5088951347 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 770 OAK STREET | AddressLine1Txt |
| City | BROCKTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02301 | 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 | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|
| JENNIFER WHITE | ||||||||
| 770 OAK STREET | BROCKTON | MA | 02301 | PRESIDENT | 12.00 | $86,112 | $0 | $0 |
| MAUREEN WILKINSON | ||||||||
| 770 OAK STREET | BROCKTON | MA | 02301 | TREASURER/SECRETARY | 12.00 | $107,990 | $0 | $0 |
| JOSEPH F CASEY | ||||||||
| 770 OAK STREET | BROCKTON | MA | 02301 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY RUSSELL | ||||||||
| 770 OAK STREET | BROCKTON | MA | 02301 | DIRECTOR,COMMUNITY REPR. | 1.00 | $0 | $0 | $0 |
| BRENDA DIEPOLD | ||||||||
| 770 OAK STREET | BROCKTON | MA | 02301 | DIRECTOR | 1.00 | $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 | $7,590,888 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $338,524 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,929,412 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,929,412 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $118,941 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,810,471 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $390,524 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $390,524 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,997 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,997 | TotalTaxAmt |
| Distributable Before Adj | $383,527 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $383,527 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $383,527 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,013,848 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,013,848 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $383,527 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $84,477 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $175,102 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $214,923 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $287,611 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $271,337 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $948,973 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,013,848 | QualifyingDistributionsAmt |
| Applied To Year1 | $84,477 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $383,527 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $545,844 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,494,817 | 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 | $1,494,817 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $175,102 | ExcessFromYear4Amt |
| Excess From Year3 | $214,923 | ExcessFromYear3Amt |
| Excess From Year2 | $287,611 | ExcessFromYear2Amt |
| Excess From Year1 | $271,337 | ExcessFromYear1Amt |
| Excess From Current Year | $545,844 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (108 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| RHODEWAY FINANCIAL | ||||||||
| 255 DYER STREET | PROVIDENCE | RI | 02903 | NONE | PC | GENERAL OPERATING EXPENSES | $500 | |
| CATHEDRAL HIGH SCHOOL INC | ||||||||
| 74 UNION PARK STREET | BOSTON | MA | 02142 | NONE | PC | COLLEGE READINESS PROGRAM | $1,000 | |
| WOMEN'S LUNCH PLACE INC | ||||||||
| PO BOX 170900 | BOSTON | MA | 02117 | NONE | PC | GENERAL OPERATING EXPENSES | $1,000 | |
| CHICA PROJECT | ||||||||
| 1266 FURNACE BROOK PWKY | QUINCY | MA | 02169 | NONE | PC | CHICA PROJECT'S COMMUNITY-BASED PROGRAMMING (VIRTUAL VILLAGE) | $1,000 | |
| THE IZZY FOUNDATION | ||||||||
| 244 WEYBOSSET STREET | PROVIDENCE | RI | 02906 | NONE | PC | GENERAL OPERATING EXPENSES | $1,000 | |
| ROGER WILLIAMS UNIVERSITY | ||||||||
| 1 EMPIRE STREET | PROVIDENCE | RI | 02903 | NONE | PC | GENERAL OPERATING EXPENSES | $1,000 | |
| BIG BROTHERS BIG SISTERS OF RHODE ISLAND INC | ||||||||
| 1540 PONTIAC AVENUE | CRANSTON | RI | 02920 | NONE | PC | REAL SKILLS FOR YOUNG ADULTS | $1,000 | |
| DORCAS INTERNATIONAL INSTITUTE OF RI INC | ||||||||
| 645 ELMWOOD AVE | PROVIDENCE | RI | 02907 | NONE | PC | HUMAN SERVICES GENERAL OPERATING SUPPORT | $1,000 | |
| BOSTON LYRIC OPERA COMPANY INC | ||||||||
| 15 CHANNEL CENTER 102 | BOSTON | MA | 02210 | NONE | PC | GENERAL OPERATING EXPENSES | $1,500 | |
| CHILDREN'S FRIEND AND SERVICE | ||||||||
| 153 SUMMER STREET | PROVIDENCE | RI | 02903 | NONE | PC | GENERAL OPERATING EXPENSES | $1,500 | |
| BOYS & GIRLS CLUBS OF NEWPORT COUNTY INC | ||||||||
| 95 CHURCH STREET | NEWPORT | RI | 02840 | NONE | PC | GENERAL OPERATING EXPENSES | $2,000 | |
| HOPEHEALTH HOSPICE & PALLIATIVE CARE | ||||||||
| 1085 NORTH MAIN STREET | PROVIDENCE | RI | 02904 | NONE | PC | HOPEHEALTHS CAMP BRAVEHEART PROGRAM IN 2023 | $2,000 | |
| SAN MIGUEL EDUCATION CENTER | ||||||||
| 525 BRANCH AVENUE | PROVIDENCE | RI | 02904 | NONE | PC | STUDENT SPONSORSHIP PROGRAM | $2,000 | |
| DOVE INC | ||||||||
| PO BOX 690267 | QUINCY | MA | 02269 | NONE | PC | EMERGENCY SHELTER FOR DOMESTIC VIOLENCE SURVIVORS | $2,500 | |
| BOYS & GIRLS CLUB OF PAWTUCKET | ||||||||
| ONE MOELLER PLACE | PAWTUCKET | RI | 02860 | NONE | PC | OUT-OF-SCHOOL TIME (OST) PROGRAM - TRANSLATION SERVICES | $2,500 | |
| THOMAS CHEW BOYS & GIRLS CLUB INC | ||||||||
| 803 BEDFORD ST | FALL RIVER | MA | 02723 | NONE | PC | GENERAL OPERATING EXPENSES | $2,500 | |
| LOWELL COMMUNITY CHARTER SCHOOL FRIENDS INC | ||||||||
| 206 JACKSON STREET | LOWELL | MA | 01852 | NONE | PC | GENERAL OPERATING EXPENSES | $2,500 | |
| BOYS & GIRLS CLUB OF GREATER NEW BEDFORD INC | ||||||||
| 166 JENNY STREET | NEW BEDFORD | MA | 02740 | NONE | PC | GENERAL OPERATING EXPENSES | $2,500 | |
| BOSTON PLANNING AND DEVELOPMENT AGENCY | ||||||||
| ONE CITY HALL SQ-9 | BOSTON | MA | 02201 | NONE | PC | THE BOSTON TAX HELP COALITION'S FINANCIAL CHECK-UP | $2,500 | |
| INNOVATION STUDIO INC | ||||||||
| 2300 WASHINGTON STREET | BOSTON | MA | 02119 | NONE | PC | GENERAL OPERATING EXPENSES | $2,500 | |
| HOUSE OF HOPE DC | ||||||||
| 3188 POST ROAD | WARWICK | RI | 02886 | NONE | PC | GENERAL OPERATING EXPENSES | $2,500 | |
| THE LITERACY CENTER INC | ||||||||
| 80 NORTH MAIN ST | ATTLEBORO | MA | 02703 | NONE | PC | FINANCIAL LITERACY FOR BASIC AND LEVEL I ESOL | $2,500 | |
| RHODE ISLAND BANKERS ASSOCIATION | ||||||||
| 50 PARK ROW WEST SUITE 100 | PROVIDENCE | RI | 02903 | NONE | PC | GENERAL OPERATING EXPENSES | $2,500 | |
| GRANTMAKERS COUNCIL OF RHODE ISLAND | ||||||||
| 50 VALLY STREET | PROVIDENCE | RI | 02909 | NONE | PC | GENERAL OPERATING EXPENSES | $2,500 | |
| GOOD NEIGHBORS INC | ||||||||
| 55 TURNER AVE | RIVERSIDE | RI | 02915 | NONE | PC | GENERAL FUNDING FOR GOOD NEIGHBORS COMMUNITY KITCHEN AND FOOD PANTRY | $2,500 | |
| THE ARC OF GREATER BROCKTON | ||||||||
| 1250 WEST CHESTNUT STREET | BROCKTON | MA | 02301 | NONE | PC | AGB SELF DIRECTED EMPLOYMENT PROGRAM | $2,500 | |
| STUDENT FINANCIAL EDUCATION INITIATIVE INC | ||||||||
| 107 OLD FARM ROAD | NORTH ANDOVER | MA | 01845 | NONE | PC | GENERAL OPERATING EXPENSES | $2,500 | |
| SOUTHSIDE COMMUNITY LAND TRUST | ||||||||
| 109 SOMERSET STREET | PROVIDENCE | RI | 02907 | NONE | PC | GENERAL OPERATING EXPENSES | $2,500 | |
| BUZZARDS BAY AREA HABITAT FOR HUMANITY | ||||||||
| 8 COUNTY ROAD SUITE 2 | MATTAPOISETT | MA | 02939 | NONE | PC | GENERAL OPERATING EXPENSES | $2,500 | |
| BUSINESSES UNITIED IN INVESTING LENDING & DEVELOPMENT | ||||||||
| 198 TREMONT ST 251 | BOSTON | MA | 02116 | NONE | PC | GENERAL OPERATING EXPENSES | $2,500 | |
| SOUTH SHORE YMCA | ||||||||
| 79 CODDINGTON STREET | QUINCY | MA | 02169 | NONE | PC | GENERAL OPERATING EXPENSES | $2,500 | |
| DIGGER FOODS | ||||||||
| 63 PLEASANT ST | SHARON | MA | 02067 | NONE | PC | 2024 MOBILE FARMER'S MARKET EXPANSION | $4,500 | |
| SCHOOL ON WHEELS OF MASSACHUSETTS | ||||||||
| 100 LAUREL STREET SUITE 121 | EAST BRIDGEWATER | MA | 02333 | NONE | PC | GENERAL OPERATIONS - YEAR 2 STRATEGIC PLAN | $5,000 | |
| PROJECT CITIZENSHIP INC | ||||||||
| 4 FANEUIL SOUTH MARKET BUILDING 3RD | BOSTON | MA | 02109 | NONE | PC | CITIZENSHIP SERVICES | $5,000 | FLOOR |
| SOUTHEASTERN MASS VETERANS HOUSING PROGRAMS INC | ||||||||
| 1297 PURCHASE STREET | NEW BEDFORD | MA | 02740 | NONE | PC | VTH ALFIERO OUTREACH CENTER AND MEALS PROGRAM | $5,000 | |
| PROVIDENCE PROMISE | ||||||||
| TWO REGENCY PLAZA SUITE 4 | PROVIDENCE | RI | 02903 | NONE | PC | FAMILY ENGAGEMENT PROGRAM | $5,000 | |
| QUINCY COLLEGE | ||||||||
| PRESIDENTS PLACE | QUINCY | MA | 02169 | NONE | PC | 2023-24 EARLY COLLEGE HIGH SCHOOL PATHWAY PROGRAM | $5,000 | |
| WATCH CDC | ||||||||
| 24 CRESCENT STREET 201 | WALTHAM | MA | 02453 | NONE | PC | GENERAL OPERATING EXPENSES | $5,000 | |
| AS220 | ||||||||
| 95 MATHEWSON STREET UNIT 204 | PROVIDENCE | RI | 02903 | NONE | PC | AS220 YOUTH | $5,000 | |
| SOUTH BOSTON NEIGHBORHOOD HOUSE INC | ||||||||
| 136 H STREET | SOUTH BOSTON | MA | 02127 | NONE | PC | SENIOR PROGRAMS | $5,000 | |
| NEIGHBORWORKS SOUTHERN NEW HAMPSHIRE | ||||||||
| PO BOX 3968 | MANCHESTER | NH | 03105 | NONE | PC | HOMETEAM, HOMEBUYER AND FINANCIAL WELLNESS EDUCATION AND COUNSELING SERVICES | $5,000 | |
| SOCIAL ENTERPRISE GREENHOUSE | ||||||||
| 10 DAVOL STREET SUITE 100 | PROVIDENCE | RI | 02903 | NONE | PC | GENERAL OPERATING EXPENSES | $5,000 | |
| RHODE ISLAND COMMUNITY FOOD BANK ASSOCIATION | ||||||||
| 200 NIANTIC AVENUE | PROVIDENCE | RI | 02907 | NONE | PC | HUNGER RELIEF FOR LOW-INCOME INDIVIDUALS AND FAMILIES IN RHODE ISLAND | $5,000 | |
| THE BOSTON GLOBE FOUNDATION | ||||||||
| ONE EXCHANGE PLACE SUITE 201 | BOSTON | MA | 02109 | NONE | PC | GENERAL OPERATING EXPENSES | $5,000 | |
| SAINT FRANCIS HOUSE INC | ||||||||
| PO BOX 120499 | BOSTON | MA | 02499 | NONE | PC | REFUGE BASIC SERVICES FOR INDIVIDUALS EXPERIENCING HOMELESSNESS | $5,000 | |
| THE URBAN FOOD INITIATIVE INC | ||||||||
| 420 WASHINGTON STREET | DORCHESTER | MA | 02124 | NONE | PC | GENERAL OPERATING EXPENSES | $5,000 | |
| ATTLEBORO YMCA | ||||||||
| 63 NORTH MAIN STREET | ATTLEBORO | MA | 02703 | NONE | PC | GENERAL OPERATING EXPENSES | $5,000 | |
| NEIGHBORHOOD OF AFFORDABLE HOUSING INC | ||||||||
| 143 BORDER STREET | EAST BOSTON | MA | 02128 | NONE | PC | FIRST-TIME HOMEBUYER COUNSELING/EDUCATION, FINANCIAL CAPABILITY & FORECLOSURE PREVENTION/MITIGATION | $5,000 | |
| CHOICE4TEENS MENTORING GROUP | ||||||||
| 68 LEGION PARKWAY | BROCKTON | MA | 02301 | NONE | PC | GENERAL OPERATING EXPENSES | $5,000 | |
| HABITAT FOR HUMANITY OF GREATER PLYMOUTH INC | ||||||||
| PO BOX 346 | CARVER | MA | 02330 | NONE | PC | GENERAL OPERATING EXPENSES | $5,000 | |
| GENESIS CENTER | ||||||||
| 620 POTTERS AVENUE | PROVIDENCE | RI | 02907 | NONE | PC | GENERAL OPERATING EXPENSES | $5,000 | |
| METRO HOUSING BOSTON | ||||||||
| 1411 TREMONT ST | BOSTON | MA | 02120 | NONE | PC | METRO HOUSING|BOSTON COLOCATIONS | $5,000 | |
| FRESH TRUCK INC | ||||||||
| 69 SHIRLEY STREET | BOSTON | MA | 02119 | NONE | PC | GENERAL OPERATING EXPENSES | $5,000 | |
| FITMONEYORG | ||||||||
| 1188 CENTRE STREET 3RD FLOOR | NEWTON | MA | 02459 | NONE | PC | FINANCIAL LITERACY FOR YOUTH | $5,000 | |
| HORIZONS FOR HOMELESS CHILDREN | ||||||||
| 1785 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NONE | PC | GENERAL OPERATING EXPENSES | $5,000 | |
| FAMILY SERVICE OF RHODE ISLAND INC | ||||||||
| 55 HOPE STREET PO BOX 6688 | PROVIDENCE | RI | 02940 | NONE | PC | GENERAL OPERATING EXPENSES | $5,000 | |
| JUNIOR ACHIEVEMENT OF GREATER BOSTON | ||||||||
| 80 CITY SQUARE | BOSTON | MA | 02127 | NONE | PC | ENTREPRENEURSHIP FOR QUINCY AND BROCKTON YOUTH CLOSES OPPORTUNITY GAP | $5,000 | |
| JUNIOR ACHIEVEMENT OF RHODE ISLAND | ||||||||
| 57 GREENE STREET | WARWICK | RI | 02886 | NONE | PC | JA FINANCIAL LITERACY AND WORK READINESS PROGRAMS IN RHODE ISLAND | $5,000 | |
| BRIDGEWELL INC | ||||||||
| 10 DEARBORN ROAD | PEABODY | MA | 01960 | NONE | PC | GENERAL OPERATING EXPENSES | $5,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||||
| PO BOX 100 | ATTLEBORO | MA | 02703 | NONE | PC | NORTON BUILD 2023 | $5,000 | |
| LEARNING COMMUNITY CHARTER SCHOOL INC | ||||||||
| 21 LINCOLN AVE | CENTRAL FALLS | RI | 02863 | NONE | PC | THE LEARNING COMMUNITY -- GET SMART! | $5,000 | |
| FAMILY AND COMMUNITY RESOURCES | ||||||||
| 18 NEWTON STREET | BROCKTON | MA | 02301 | NONE | PC | GENERAL OPERATING EXPENSES | $5,000 | |
| CROSSROADS FOR KIDS INC | ||||||||
| 119 MYRTLE STREET | DUXBURY | MA | 02332 | NONE | PC | EXPANDING C5 LEADERS ACCESS TO TEENS IN BROCKTON | $5,000 | |
| COMPREHENSIVE COMMUNITY ACTION PROGRAM (CCAP) | ||||||||
| 311 DORIC AVENUE | CRANSTON | RI | 02910 | NONE | PC | BASIC NEEDS - HOUSING ASSISTANCE AND HEALTHY FOOD | $5,000 | |
| COLLEGE VISIONS | ||||||||
| 131 WASHINGTON STREET SUITE 205 | PROVIDENCE | RI | 02903 | NONE | PC | BUILDING STRONG COMMUNITIES AND REMOVING BARRIERS TO COLLEGE AND CAREER | $5,000 | |
| BROOKLINE IMPROVEMENT COALITION INC | ||||||||
| 1017 BEACON STREET | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING EXPENSES | $5,000 | |
| CRADLES TO CRAYONS INC | ||||||||
| 281 NEWTONVILLE AVENUE | NEWTON | MA | 02460 | NONE | PC | GEAR UP FOR WINTER | $7,500 | |
| COMPASS WORKING CAPITAL | ||||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | NONE | PC | EXPANDING ACCESS TO COMPASS FSS PROGRAMS IN GREATER BOSTON | $7,500 | |
| FATHER BILL'S & MAINSPRING | ||||||||
| 430 BELMONT STREET | BROCKTON | MA | 02301 | NONE | PC | PERMANENT SUPPORTIVE HOUSING SOLUTIONS IN BROCKTON | $7,500 | |
| THE PROVIDENCE CENTER | ||||||||
| 300 RICHMOND STREET | PROVIDENCE | RI | 02903 | NONE | PC | GENERAL OPERATING EXPENSES | $7,500 | |
| UASPIRE | ||||||||
| 31 MILK STREET SUITE 900 | BOSTON | MA | 02109 | NONE | PC | COLLEGE AFFORDABILITY ADVISING IN BOSTON | $7,500 | |
| SOUTH MIDDLESEX OPPORTUNITY COUNCIL | ||||||||
| 7 BISHOP STREET | FRAMINGHAM | MA | 01702 | NONE | PC | GENERAL OPERATING EXPENSES | $7,500 | |
| WEST END HOUSE | ||||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | NONE | PC | COLLEGE AND CAREER PATHWAYS PROGRAM | $7,500 | |
| WOMENS DEVELOPMENT CORPORATION | ||||||||
| 861A BROAD STREET | PROVIDENCE | RI | 02906 | NONE | PC | GENERAL OPERATING EXPENSES | $7,500 | |
| ST MARY'S CENTER FOR WOMEN AND CHILDREN | ||||||||
| 90 CUSHING AVENUE | DORCHESTER | MA | 02125 | NONE | PC | ST. MARY'S CENTER'S RESIDENTIAL SHELTER PROGRAMS FOR FAMILIES EXPERIENCING HOMELESSNESS | $7,500 | |
| SOCIETY OF ST VINCENT DEPAUL COUNCIL OF ATTLEBORO | ||||||||
| 16 WALTER STREET | NORTON | MA | 02766 | NONE | PC | GENERAL OPERATING EXPENSES | $7,500 | |
| HEALTH IMPERATIVES INC | ||||||||
| 942 WEST CHESTNUT STREET | FALL RIVER | MA | 02301 | NONE | PC | HEALTHY PLYMOUTH PROJECT | $7,500 | |
| MEETING STREET | ||||||||
| 1000 EDDY STREET | PROVIDENCE | RI | 02905 | NONE | PC | CAPITAL CAMPAIGN | $7,500 | |
| BROOKLINE COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 1017 BEACON STREET | BROOKLINE | MA | 02446 | NONE | PC | COMPREHENSIVE AFFORDABLE HOUSING PROGRAM | $7,500 | |
| OLD COLONY YMCA | ||||||||
| 320 MAIN STREET | BROCKTON | MA | 02301 | PC | GENERAL OPERATING EXPENSES | $7,500 | ||
| PLAYWORKS AMERICORPS | ||||||||
| 67 KEMBLE ST SUITE 36 | BOSTON | MA | 02119 | NONE | PC | SAFE PLAY IN NEW BEDFORD, ATTLEBORO, TAUNTON, FALL RIVER, BROCKTON. | $7,500 | |
| MEALS ON WHEELS OF RI INC | ||||||||
| 70 BATH STREET | PROVIDENCE | RI | 02908 | NONE | PC | HOME-DELIVERED MEAL PROGRAM | $7,500 | |
| COMMUNITIES FOR PEOPLE | ||||||||
| 623 ATWELLS AVE SUITE 201 | PROVIDENCE | RI | 02909 | NONE | PC | GENERAL OPERATING EXPENSES | $8,000 | |
| MENTOR RHODE ISLAND THE RI MENTORING PARTNERSHIP INC | ||||||||
| 2065 WARWICK AVENUE UNIT 1 | WARWICK | RI | 02889 | NONE | PC | MENTOR RI DIRECT SERVICE MENTORING PROGRAMS | $10,000 | |
| OLD COLONY HABITAT FOR HUMANITY INC | ||||||||
| 320 MAIN STREET | BROCKTON | MA | 02301 | NONE | PC | PATHWAYS TO SUCCESS: OUT OF SCHOOL TIME EDUCATION | $10,000 | |
| CARITAS COMMUNITITES INC | ||||||||
| 25 BRAINTREE HILL PARK SUITE 206 | BRAINTREE | MA | 02184 | NONE | PC | GENERAL OPERATING EXPENSES | $10,000 | |
| HEADING HOME INC | ||||||||
| 186 MASSACHUSETTS AVE | BOSTON | MA | 02115 | NONE | PC | PATHWAYS TO PERMANENT HOUSING PROGRAM: DISRUPTING CYCLES OF FAMILY HOMELESSNESS | $10,000 | |
| THE BOYS & GIRLS CLUBS OF PROVIDENCE | ||||||||
| 550 WICKENDEN STREET | PROVIDENCE | RI | 02903 | NONE | PC | GENERAL OPERATING EXPENSES | $10,000 | |
| ONEGOAL MASSACHUSETTS | ||||||||
| 207 DUDLEY STREET SUITE 20 | BOSTON | MA | 02119 | NONE | PC | ONEGOAL MASSACHUSETTS: TRANSFORMING POSTSECONDARY ACCESS IN THE SOUTH COAST AND BEYOND | $10,000 | |
| BOYS & GIRLS CLUBS OF METRO SOUTH | ||||||||
| 31 COURT STREET | TAUNTON | MA | 02780 | NONE | PC | WORK-BASED LEARNING & EDUCATION | $10,000 | |
| CAPITAL GOOD FUND | ||||||||
| 333 SMITH STREET | PROVIDENCE | RI | 02908 | NONE | PC | GENERAL OPERATING EXPENSES | $10,000 | |
| PLANNING OFFICE FOR URBAN AFFAIRS INC | ||||||||
| 84 STATE STREET SUITE 600 | BOSTON | MA | 02109 | NONE | PC | GENERAL OPERATING EXPENSES | $10,000 | |
| YMCA OF GREATER BOSTON INC | ||||||||
| 316 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PC | GENERAL OPERATING EXPENSES | $10,000 | |
| BOSTON COMMUNITY PEDIATRICS | ||||||||
| 527 ALBANY STREET | BOSTON | MA | 02118 | NONE | PC | BCPS INTEGRATED BEHAVIORAL HEALTH PROGRAM (IBH) | $10,000 | |
| PAWTUCKET CENTRAL FALLS DEVELOPMENT | ||||||||
| 204 BROAD STREET | PAWTUCKET | RI | 02860 | NONE | PC | HOUSING EQUITY PCF HOMEOWNERSHIP PROGRAM | $10,000 | |
| HOCKOMOCK AREA YMCA | ||||||||
| 300 ELMWOOD ST | NORTH ATTLEBORO | MA | 02760 | NONE | PC | GENERAL OPERATING EXPENSES | $10,000 | |
| SOJOURNER HOUSE INC | ||||||||
| 386 SMITH STREET | PROVIDENCE | RI | 02908 | NONE | PC | AFFORDABLE HOUSING AND SUPPORTIVE SERVICES FOR VICTIMS OF ABUSE | $10,000 | |
| ALLSTON BRIGHTON COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 18R SHEPARD ST | BRIGHTON | MA | 02135 | NONE | PC | RESIDENT SERVICES & CITC | $15,000 | |
| HOPE AND COMFORT INC | ||||||||
| 659 HIGHLAND AVENUE | NEEDHAM | MA | 02494 | NONE | PC | ENSURING ACCESS TO HYGIENE PRODUCTS FOR THOSE IN NEED | $15,000 | |
| RHODE ISLAND COMMUNITY FOOD BANK ASSOCIATION | ||||||||
| 200 NIANTIC AVENUE | PROVIDENCE | RI | 02907 | NONE | PC | HUNGER RELIEF FOR LOW-INCOME INDIVIDUALS AND FAMILIES IN RHODE ISLAND | $15,000 | |
| NEIGHBORWORKS BLACKSTONE RIVER VALLEY | ||||||||
| 719 FRONT STREET SUITE 103 | WOONSOCKET | RI | 02895 | NONE | PC | GENERAL OPERATING EXPENSES | $15,000 | |
| COLLEGE CRUSADE OF RHODE ISLAND | ||||||||
| 134 THURBERS AVENUE SUITE 111 | PROVIDENCE | RI | 02905 | NONE | PC | ONWARD HIGH SCHOOL DEBATE TEAM | $15,000 | |
| CHILD & FAMILY | ||||||||
| 31 JOHN CLARKE ROAD | MIDDLETOWN | RI | 02842 | NONE | PC | SUPPORTIVE HOUSING | $20,000 | |
| UNIVERSITY OF RHODE ISLAND FOUNDATION & ALUMNI ENGAGEMENT ON BEHALF OF THE | ||||||||
| 79 UPPER COLLEGE ROAD | KINGSTON | RI | 02881 | NONE | PC | UNIVERSITY OF RHODE ISLANDS TALENT DEVELOPMENT PROGRAM | $20,000 | |
| OLNEYVILLE HOUSING CORP | ||||||||
| 66 CHAFFEE STREET | PROVIDENCE | RI | 02909 | NONE | PC | INNOVATION IN AFFORDABLE HOUSING | $20,000 | |
| CROSSROADS RHODE ISLAND | ||||||||
| 160 BROAD STREET | PROVIDENCE | RI | 02903 | NONE | PC | HAROLD LEWIS HOUSE SUPPORTIVE SERVICES & HEALTH AND HOUSING FACILITY | $20,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF THE SOUTH SHORE | ||||||||
| 422 WASHINGTON STREET | QUINCY | MA | 02169 | NONE | PC | GENERAL OPERATING EXPENSES | $208,000 | |
| CATHOLIC CHARITIES BUREAU | ||||||||
| 169 COURT STREET | BROCKTON | MA | 02302 | PC | GENERAL OPERATING EXPENSES | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $872,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $233,082 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $313,564 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $546,762 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $546,762 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,318 | Amt |
| Net Investment Income | $8,659 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY #1477 BOND FUNDS | $796,351 | $796,381 |
| FIDELITY # 4069 BONDS FUNDS | $744,656 | $744,656 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY # 4269 HARBORONE BANCORP STOCK | $4,212,781 | $4,212,781 |
| FIDELITY # 1477 STOCK FUNDS | $1,397,278 | $1,397,278 |
| FIDELITY # 4069 STOCK FUNDS | $309,325 | $309,325 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $55,708 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $55,708 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY # 4069 ETPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $21,924 | BookValueAmt |
| EOYFMV | $21,924 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $11,339 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,339 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAXES | Desc |
| BOY Book Value | $4,568 | BOYBookValueAmt |
| EOY Book Value | $5,585 | EOYBookValueAmt |
| EOYFMV | $5,585 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $111,315 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND MEMBERSHIP FEES | $5,150 | $0 | $5,150 |
| OTHER ADMINISTRATIVE EXPENSES | $8,585 | $290 | $8,295 |
| COMPUTER SOFTWARE LICENSE FEE | $10,000 | $0 | $10,000 |
| PROMOTION EVENT | $500 | $0 | $500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSFER OF ASSETS OF HARBORONE FOUNDATION RI #46-3904605 | Desc |
| Amt | $1,431,690 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $18,038 | Amt |
| Net Investment Income | $18,038 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,279 | $1,279 | $0 |
| FEDERAL EXCISE TAXES PAID | $23,845 | $0 | $0 |