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THE HYAMS FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THE HYAMS FOUNDATION INC (EIN 04-6013680)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-17
IRS object ID
201423219349102117
Schema version
2013v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-17T13:32:29-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042571780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALEXANDER ARONSON FINNING & CO PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line121 EAST MAIN STREETAddressLine1
CityWESTBOROCity
StateMAState
ZIP Code01581ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046013680EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HYAMS FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlHYAMBusinessNameControlTxt
Phone6174265600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 FEDERAL STREET 9TH FLOORAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02110ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH SMITHPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6174265600PhoneNum
Signature2014-11-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSORIE KABA CPAPreparerPersonNm
PTINP01317106PTIN
Phone5083669100PhoneNum
Preparation2014-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$146,539,977FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$50,745InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$50,745InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,298,527DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,298,527DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,505,500NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$26,788,100GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,493,361CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,703OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$10,856,475TotalRevAndExpnssAmt
Total Net Invst Incm$10,842,633TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$330,212CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$18,675CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$311,537CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$614,873OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$51,051OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$563,822OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$251,780PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$251,780PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$717LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$717LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$42,540AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$35,052AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,488AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$376,197OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$282,077OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$94,120OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$378,147TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$11,763DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$170,090OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$6,846OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$163,244OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$23,166TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$23,166TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$736,758OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$673,274OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$63,484OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,936,243TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,066,975TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,479,358TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,555,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,368,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,491,843TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,066,975TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,847,458TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,364,632ExcessRevenueOverExpensesAmt
Net Investment Income$9,775,658NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$132,928CashBOYAmt
Cash EOY$52,650CashEOYAmt
Cash EOYFMV$52,650CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,894,789SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,795,672SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,795,672SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$31,937AcctRcvblAmt
Acct Rcvbl BOY$83,163AcctRcvblBOYAmt
Acct Rcvbl EOY$31,937AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$31,937AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$39,231PrepaidExpensesBOYAmt
Prepaid Expenses EOY$59,552PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$59,552PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$49,385,352CorporateStockBOYAmt
Corporate Stock EOY$61,052,338CorporateStockEOYAmt
Corporate Stock EOYFMV$61,052,338CorporateStockEOYFMVAmt
Corporate Bonds BOY$21,212,635CorporateBondsBOYAmt
Corporate Bonds EOY$20,351,312CorporateBondsEOYAmt
Corporate Bonds EOYFMV$20,351,312CorporateBondsEOYFMVAmt
Other Investments BOY$54,954,232OtherInvestmentsBOYAmt
Other Investments EOY$58,224,851OtherInvestmentsEOYAmt
Other Investments EOYFMV$58,224,851OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$252,858LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$227,147LandBldgEquipAccumDeprecAmt
Land BOY$31,886LandBOYAmt
Land EOY$25,711LandEOYAmt
Land EOYFMV$25,711LandEOYFMVAmt
Other Assets BOY$4,174,182OtherAssetsBOYAmt
Other Assets EOY$2,945,954OtherAssetsEOYAmt
Other Assets EOYFMV$2,945,954OtherAssetsEOYFMVAmt
Total Assets BOY$134,908,398TotalAssetsBOYAmt
Total Assets EOY$146,539,977TotalAssetsEOYAmt
Total Assets EOYFMV$146,539,977TotalAssetsEOYFMVAmt
Accounts Payable BOY$6,979AccountsPayableBOYAmt
Accounts Payable EOY$7,272AccountsPayableEOYAmt
Grants Payable BOY$2,697,500GrantsPayableBOYAmt
Grants Payable EOY$885,000GrantsPayableEOYAmt
Other Liabilities BOY$240,945OtherLiabilitiesBOYAmt
Other Liabilities EOY$418,968OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,945,424TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,311,240TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$24,350,862UnrestrictedBOYAmt
Unrestricted EOY$26,773,753UnrestrictedEOYAmt
Temporarily Restricted BOY$29,174,923TemporarilyRestrictedBOYAmt
Temporarily Restricted EOY$40,017,795TemporarilyRestrictedEOYAmt
Permanently Restricted BOY$78,437,189PermanentlyRestrictedBOYAmt
Permanently Restricted EOY$78,437,189PermanentlyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$131,962,974TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$145,228,737TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$134,908,398TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$146,539,977TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$131,962,974TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,364,632ExcessRevenueOverExpensesAmt
Other Increases$8,901,131OtherIncreasesAmt
Subtotal$145,228,737SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$145,228,737TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyVARIOUSPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2012-12-31AcquiredDt
Sold2013-12-31SoldDt
Gross Sales Price$26,788,100GrossSalesPriceAmt
Cost Or Other Basis$17,294,739CostOrOtherBasisAmt
Gain Or Loss$9,493,361GainOrLossAmt
Gains Minus Excess Or Losses$9,493,361GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$9,493,361CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,783,057AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$127,418,798NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.053234DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,789,966AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$132,702,157NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051167DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,677,708AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$126,907,832NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052619DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,289,985AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$114,658,905NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.054858DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,089,994AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$147,061,344NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.055011DistributionYr5Rt
Total Distribution0.266889TotalDistributionRt
Average Distribution0.053378AverageDistributionRt
Net Vl Noncharitable Assets$141,544,328NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$7,555,353AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$97,757NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$7,653,110AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,853,046QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$195,513InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$195,513SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$195,513TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$166,304EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$166,304TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$29,209TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.HYAMSFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksELIZABETH SMITHIndividualWithBooksNm
Phone6174265600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line150 FEDERAL STREET 9TH FLOORAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02110ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
OMAR SIMMONS
50 FEDERAL STREET 9TH FLOORBOSTONMA02110TRUSTEE2.00$14,500$0$0
ROSLYN M WATSON
50 FEDERAL STREET 9TH FLOORBOSTONMA02110ASSISTANT TREASURER2.00$14,500$0$0
IRIS GOMEZ
50 FEDERAL STREET 9TH FLOORBOSTONMA02110CLERK2.00$14,500$0$0
LILY MENDEZ-MORGAN
50 FEDERAL STREET 9TH FLOORBOSTONMA02110TRUSTEE2.00$3,625$0$0
LUCAS H GUERRA
50 FEDERAL STREET 9TH FLOORBOSTONMA02110TRUSTEE2.00$3,625$0$0
ADAM D SEITCHIK
50 FEDERAL STREET 9TH FLOORBOSTONMA02110TREASURER2.00$14,500$0$0
KAREN L MAPP
50 FEDERAL STREET 9TH FLOORBOSTONMA02110TRUSTEE2.00$14,500$0$0
MARTELLA WILSON-TAYLOR
50 FEDERAL STREET 9TH FLOORBOSTONMA02110CHAIR5.00$25,000$0$0
PENN LOH
50 FEDERAL STREET 9TH FLOORBOSTONMA02110ASSISTANT CLERK2.00$14,500$0$0
MARIA ELENA LETONA
50 FEDERAL STREET 9TH FLOORBOSTONMA02110TRUSTEE2.00$14,500$0$0
WILLMA DAVIS
50 FEDERAL STREET 9TH FLOORBOSTONMA02110TRUSTEE2.00$8,458$0$0
ELIZABETH SMITH
50 FEDERAL STREET 9TH FLOORBOSTONMA02110EXECUTIVE DIRECTOR40.00$188,004$29,507$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
MARK PALEY
50 FEDERAL STREET 9TH FLOORBOSTONMA02110DIR. OF ADM. & FIN.40.00$112,663$33,905$0
ANGELA JONES
50 FEDERAL STREET 9TH FLOORBOSTONMA02110DIRECTOR OF PROGRAMS40.00$102,799$32,120$0
DAVID MOY
50 FEDERAL STREET 9TH FLOORBOSTONMA02110PROGRAM OFFICER40.00$86,185$29,229$0
MARIA MULKEEN
50 FEDERAL STREET 9TH FLOORBOSTONMA02110PROGRAM OFFICER40.00$86,185$20,618$0
NAHIR TORRES
50 FEDERAL STREET 9TH FLOORBOSTONMA02110PROGRAM OFFICER40.00$77,878$19,705$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k7OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAMBRIDGE ASSOCIATESBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 HIGH STREETAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02110ZIPCode
FieldValueIRS element (for citing)
Service TypeINVESTMENT CONSULTINGServiceTypeTxt
Compensation$266,169CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CIVIC ENGAGEMENT - STAFF TIME AND CONSULTING SERVICES RELATED TO A CONTINUED FOUNDATION INITIATIVE TO CREATE A BROADER SET OF RESOURCES TO BUILD THE CAPACITY OF ORGANIZATIONS FOCUSED ON DEVELOPING GRASSROOTS LEADERS IN LOW-INCOME COMMUNITIES OF COLOR; PERIODIC CONVENING OF A GROUP OF LOCAL SOCIAL JUSTICE FUNDERS (SOCIAL JUSTICE FUNDERS NETWORK) TO LEARN TOGETHER ABOUT THIS AREA OF GRANTMAKING AND SHARE RESPECTIVE FUNDING APPROACHES AND THEORIES OF CHANGE; AND MONTHLY CONVENING OF SMALLER GROUP OF FUNDERS (ECONOMIC JUSTICE FUNDERS) TO PLAN FOR FUTURE JOINT FUNDING INITIATIVES TO BUILD THE "FIELD" OF LEADERSHIP DEVELOPMENT AND COMMUNITY ORGANIZING.Description1Txt
Expenses1$82,252Expenses1Amt
Description2TEEN DEVELOPMENT - STAFF TIME AND CONSULTING SERVICES RELATED TO TWO FOUNDATION INITIATIVES AND ONE DONOR COLLABORATIVE: 1) TEEN FUTURES - CONTINUED IMPLEMENTATION OF THIS SPECIAL INITIATIVE TO INCREASE THE LONG-TERM SUCCESS OF YOUTH WHO HAVE DROPPED OUT OF HIGH SCHOOL AND ARE OUT OF WORK THROUGH GRANTEE CONVENINGS, OVERSIGHT OF ONGOING FORMAL EVALUATION PROCESS WITH BRANDEIS UNIVERSITY, SHARING OF RESOURCES AND MATERIALS, AND OVERSIGHT OF TECHNICAL ASSISTANCE TO IMPROVE PROGRAM QUALITY; 2) RACIAL JUSTICE - CONVENING AND SUPPORT OF A GROUP OF FOUNDATION GRANTEES THAT ARE FOCUSED ON INCREASING "FAIR REVENUES" TO ADDRESS THE NEEDS OF LOW-INCOME YOUTH OF COLOR; AND 3) BOSTON OPPORTUNITY YOUTH COLLABORATIVE - STAFF TIME DEVOTED TO THIS NEW CITY-WIDE PUBLIC AND PRIVATE SECTOR EFFORT TO INCREASE THE SUCCESS OF YOUNG PEOPLE WHO ARE OUT OF SCHOOL AND OUT OF WORK IN BOSTON.Description2Txt
Expenses2$225,922Expenses2Amt
Description3SPECIAL OPPORTUNITIES FUND - STAFF TIME RELATED TO MONITORING AND PROVIDING LEADERSHIP TO TWO ONGOING DONOR COLLABORATIVES: 1) THE CATALYST FUND FOR NONPROFITS - STAFF PARTICIPATION IN THE OVERSIGHT AND ASSESSMENT OF THE INTERMEDIARY RESPONSIBLE FOR THIS RELATIVELY NEW DONOR COLLABORATIVE DESIGNED TO FACILITATE AND SUPPORT NEW FORMS OF COLLABORATION AMONG LOCAL NONPROFIT ORGANIZATIONS INCLUDING MERGERS; AND 2) SKILLWORKS - STAFF PARTICIPATION ON THE COMMITTEE THAT OVERSEES THIS MAJOR WORKFORCE DEVELOPMENT INITIATIVE IN BOSTON DESIGNED TO CREATE EFFECTIVE STRATEGIES TO INCREASE THE SKILLS OF LOW-INCOME WORKERS AND PUBLIC SECTOR RESOURCES FOR THESE EFFORTS, INCLUDING CHAIRING THE POLICY COMMITTEE.Description3Txt
Expenses3$45,151Expenses3Amt
Description4AFFORDABLE HOUSING - STAFF TIME RELATED TO FOUNDATION INITIATIVE AND TWO COLLABORATIVE AFFORDABLE HOUSING INITIATIVES: 1)AFFORDABLE HOUSING/GEOGRAPHICALLY TARGETED STRATEGY CONTINUED OVERSIGHT OF SERIES OF GRANTS AND COLLABORATION WITH OTHER FUNDERS, TO INCREASE PRODUCTION OF AFFORDABLE HOUSING IN SPECIFIC NEIGHBORHOODS AND TRANSIT-ORIENTED (TOD) LOCATIONS, INCLUDING CREATION OF NEW TOD LOAN FUND; 2) HOME FUNDERS - ONGOING OVERSIGHT OF THIS MAJOR COLLABORATIVE TO CREATE MORE AFFORDABLE HOUSING FOR HOMELESS AND OTHER VERY LOW-INCOME FAMILIES IN MASSACHUSETTS, SOLICITING FUNDS FROM OTHER DONORS, OVERSEEING RELEASE OF FUNDS TO ACTUAL PROJECTS THROUGH TWO HOUSING FINANCE INTERMEDIARIES, MONITORING OF INTERMEDIARY ACTIVITIES, AND ASSESSING PROGRESS TO DATE; AND 3) NEIGHBORHOOD STABILIZATION LOAN FUND OVERSIGHT OF POOLED INVESTMENT FUND TO ADDRESS THE HOUSING FORECLOSURE CRISIS IN MASSACHUSETTS BY RETURNING FORECLOSED PROPERTIES AS AFFORDABLE HOUSING; PRI WAS REPAID TOWARD END OF 2013Description4Txt
Expenses4$120,403Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$115,500,911AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,142,897AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$27,056,017FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$143,699,825TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$143,699,825AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,155,497CashDeemedCharitableAmt
Net Vl Noncharitable Assets$141,544,328NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,077,216MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,077,216MinimumInvestmentReturnAmt
Tax Based On Investment Income$195,513TaxBasedOnInvestmentIncomeAmt
Total Tax$195,513TotalTaxAmt
Distributable Before Adj$6,881,703DistributableBeforeAdjAmt
Recoveries Qualfied Distri$1,266,018RecoveriesQualfiedDistriAmt
Distributable Before Ded$8,147,721DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$8,147,721DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,847,458ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$5,588CharitableAssetsAcquisPaidAmt
Qualifying Distributions$6,853,046QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,853,046AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,147,721DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,386,169ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$574,252ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$494,115ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$268,005ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$600,661ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,323,202TotalExcessDistributionCyovAmt
Qualifying Distributions$6,853,046QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,853,046AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$1,294,675ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,294,675ExcessDistributionCyovAppCYAmt
Total Corpus$2,028,527TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$91,494ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,937,033ExcessDistriCyovToNextYrAmt
Excess From Year4$574,252ExcessFromYear4Amt
Excess From Year3$494,115ExcessFromYear3Amt
Excess From Year2$268,005ExcessFromYear2Amt
Excess From Year1$600,661ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonELIZABETH B SMITH EXECUTIVE DIRECTORecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line150 FEDERAL STREETAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02110ZIPCode
FieldValueIRS element (for citing)
Recipient Phone6174265600RecipientPhoneNum
Form And Info And MaterialsSEE HTTP://HYAMSFOUNDATION.ORG/APPLY/APPLYONLINE.ASPX FOR INFORMATION REGARDING GRANT APPLICATIONS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNEXT THREE GRANT APPLICATION DEADLINES ARE DECEMBER 2, 2014, MARCH 3, 2015, AND SEPTEMBER 3, 2015.SubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION DOES NOT MAKE GRANTS TO: -INDIVIDUALS -EDUCATIONAL INSTITUTION FOR ITS STANDARD EDUCATIONAL OR CAPITAL PROGRAMS -MUNICIPAL, STATE OR FEDERAL AGENCY -HOSPITALS AND HEALTH CENTER CAPITAL CAMPAIGNS -RELIGIOUS ORGANIZATIONS FOR SECTARIAN RELIGIOUS PURPOSES (ALTHOUGH THE FOUNDATION WILL CONSIDER PROPOSALS FOR SOCIAL MINISTRY AND/OR COMMUNITY ORGANIZING PROGRAMS OF FAITH-BASED ORGANIZATIONS) -CURRICULUM DEVELOPMENT, VIDEO AND FILM PRODUCTION, SCHOLARSHIPS AND CONFERENCES (UNLESS RELATED TO GRANTEES' CORE WORK) -CAPITAL CAMPAIGNSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (113 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
AFRICAN COMMUNITY ECONOMIC DEVELOPMENT OF NEW ENGLAND
18 JOHN ELIOT SQUAREROXBURYMA02119PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$35,000
ALTERNATIVES FOR COMMUNITY AND ENVIRONMENT INC
2181 WASHINGTON STREET SUITE 301ROXBURYMA02119PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$35,000
ASIAN AMERICAN PACIFICISLANDERS IN PHILANTHROPY
211 SUTTER STREET SUITE 600SAN FRANCISCOCA94108PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$1,000
ASIAN AMERICAN RESOURCE WORKSHOP
42 SEAVERNS AVENUEJAMAICA PLAINMA02130PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$25,000
ASSOCIATED GRANT MAKERS INC
133 FEDERAL STREET SUITE 802BOSTONMA02110PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$14,300
ASSOCIATION OF BLACK FOUNDATION EXECUTIVES
333 SEVENTH AVENUE 14TH FLOORNEW YORKNY10001PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$400
BIKES NOT BOMBS INC
284 AMORY STREETJAMAICA PLAINMA02130PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$25,000
BLACK MINISTERIAL ALLIANCE OF GREATER BOSTON INC
7 PALMER STREET 3RD FLOORROXBURYMA02119PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$40,000
BOSTON AFFORDABLE HOUSING COALITION INC
42 SEAVERNS AVENUEJAMAICA PLAINMA02130PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$45,000
BOSTON ALLIANCE OF GAY AND LESBIAN YOUTH
14 BEACON STREET 3RD FLOORBOSTONMA02108PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$30,000
BOSTON AREA YOUTH ORGANZING PROJECT
565 BOYLSTON STREET 5TH FLOORBOSTONMA02116NCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$20,000
BOSTON ASIAN YOUTH ESSENTIAL SERVICE
199 HARRISON AVENUEBOSTONMA02111PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$35,000
BOSTON CENTER FOR INDEPENDENT LIVING
60 TEMPLE PLACE 5TH FLOORBOSTONMA02111PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$30,000
BOSTON CHINATOWN NEIGHBORHOOD CENTER INC
38 ASH STREETBOSTONMA02111PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$25,000
BOSTON DAY AND EVENING ACADEMY FOUNDATION INC
20 KEARSARGE AVEROXBURYMA02119PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$125,000
BOSTON EDUCATION FUNDERS
C/O GMA FOUNDATIONS 77 SUMMERBOSTONMA02110NCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$1,000STREET 8TH FLOOR
BOSTON MOBILIZATION
30 BOW STREETCAMBRIDGEMA02138PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$20,000
BOSTON PARENTS ORGANIZING NETWORK
207 GREEN STREETJAMAICA PLAINMA02130NCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$78,600
BOSTON PRIVATE INDUSTRY COUNCIL
2 OLIVER STREETBOSTONMA02109PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$68,000
BOSTON TENANTS COALITION
14 BEACON STREET SUITE 606BOSTONMA02108PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$45,000
BOSTON WORKERS' ALLIANCE
411 BLUE HILL AVENUEDORCHESTERMA02121PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$40,000
BOSTON YOUTH SERVICE NETWORK
2 OLIVER STREETBOSTONMA02109NCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$40,000
BRANDEIS UNIVERSITY
415 SOUTH STREET ROOM 117 MS035WALTHAMMA02453PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$67,500
BRAZILIAN IMMIGRANT CENTER INC
14 HARVARD AVENUE 2ND FLOORALLSTONMA02134PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$30,000
BRAZILIAN WOMENS GROUP INC
697 CAMBRIDGE STREET SUITE 106BRIGHTONMA02135PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$35,000
CENTER FOR LABOR EDUCATION AND RESEARCH INC
3353 WASHINGTON STREETBOSTONMA02130PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$37,000
CENTER FOR TEEN EMPOWERMENT INC
384 WARRANT STREET 3RD FLOORROXBURYMA02119PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$102,000
CENTER TO SUPPORT IMMIGRANT ORGANIZING
89 SOUTH STREET 700BOSTONMA02111NCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$40,000
CHELSEA HUMAN SERVICES COLLABORATIVE INC
318 BROADWAYCHELSEAMA02150PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$150,000
CHELSEA REACH PROGRAM
C/O CHELSEA PUBLIC SCHOOLSCHELSEAMA02150NCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$100,000
CHINESE PROGRESSIVE ASSOCIATION
28 ASH STREETBOSTONMA02111PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$50,000
CITY SCHOOL INC
614 COLUMBIA ROADDORCHESTERMA02125PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$49,000
COALITION FOR OCCUPIED HOMES IN FORECLOSURE
84 STATE STREET SUITE 600BOSTONMA02109NCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$50,000
CODMAN SQUARE NEIGHBORHOOD DEVELOPMENT CORPORATION
587 WASHINGTON STREETDORCHESTERMA02124PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$100,000
COLLEGE BOUND DORCHESTER
18 SAMOSET STREETDORCHESTERMA02122PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$125,000
COMMUNITY ECONOMIC DEVELOPMENT ASSISTANCE CORPORATION
ONE CENTER PLAZA SUITE 350BOSTONMA02108PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$2,500
COMMUNITY LABOR UNITED INC
6 BEACON ST 910BOSTONMA02108PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$80,000
COUNCIL ON FOUNDATIONS
2121 CRYSTAL DRIVE SUITE 700ARLINGTONVA22202PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$15,150
DORCHESTER BAY ECONOMIC DEVELOP CORPORATION
594 COLUMBIA ROAD SUITE 302DORCHESTERMA02125PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$100,000
DUDLEY STREET NEIGHBORHOOD INITIATIVE
504 DUDLEY STREETROXBURYMA02119PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$60,000
EAST BOSTON ECUMENICAL COMMUNITY COUNCIL
50 MERIDIAN STREET SUITE B1EAST BOSTONMA02128PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$50,000
FAIR HOUSING CENTER OF GREATER BOSTON
262 WASHINGTON STREET 10TH FLOORBOSTONMA02108PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$35,000
FOUNDATION FINANCIAL OFFICERS GROUP
19 MANTUA ROADMT ROYALNJ08061PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$1,200
FOUR CORNERS ACTION COALITION
367 WASHINGTON STREETDORCHESTERMA02124PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$50,000
FOURTH PRESBYTERIAN CHURCH
340 DORCHESTER STREETSOUTH BOSTONMA02127PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$25,000
GRANTMAKERS CONCERNED WITH IMMIGRANTS & REFUGEES
PO BOX 1100SEBASTOPOLCA95473PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$2,000
GRANTMAKERS FOR EDUCATION
720 SW WASHINGTON STREETPORTLANDOR97205PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$1,500
GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
1725 DESALES STREET NW STE 404WASHINGTONDC20036PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$3,050
GRANTS MANAGER NETWORK
1666 K STREET NW STE 440WASHINGTONDC20006PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$2,000
GREATER BOSTON INTERFAITH ORGANIZATION SPONSORING COMMITTEE INC
594 COLUMBIA ROAD SUITE 203DORCHESTERMA02125PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$50,000
HISPANIC BLACK GAY COALITION
PO BOX 120789BOSTONMA02112NCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$20,000
HISPANICS IN PHILANTHROPY
414 13TH STREET SUITE 200OAKLANDCA94612PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$250
HOMES FOR FAMILIES INC
14 BEACON STREET SUITE 615BOSTONMA02108PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$45,000
HYDE SQUARE TASK FORCE INC
375 CENTRE STREETJAMAICA PLAINMA02130PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$60,000
IMMIGRANT WORKER CENTER COLLABORATIVE
28 ASH STREETBOSTONMA02111NCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$50,000
INQUILINOS BORICUAS EN ACCION
405 SHAWMUT AVENUEBOSTONMA02118PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$125,000
INSTITUTE FOR NONPROFIT MANAGEMENT & LEADERSHIP
143 BAY STATE ROADBOSTONMA02215NCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$10,000
JAMAICA PLAIN NEIGHBORHOOD DEVELOPMENT CORPORATION
31 GERMANIA STREETJAMAICA PLAINMA02130PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$110,000
JOBS FOR THE FUTURE INC
88 BROAD STREET 8TH FLOORBOSTONMA02110PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$70,000
JUST A START
1035 CAMBRIDGE STREET 12CAMBRIDGEMA02141PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$35,000
LOCAL INITIATIVES SUPPORT CORPORATION
95 BERKELEY STREET SUITE 301BOSTONMA02116PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$127,500
MADISON PARK DEVELOPMENT CORPORATION
184 DUDLEY STREET SUITE 102ROXBURYMA02119PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$30,000
MASS MENTORING PARTNERSHIP INC
75 KNEELAND STREET 11TH FLOORBOSTONMA02111PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$30,000
MASSACHUSETTS ADVOCATES FOR CHILDREN INC
25 KINGSTON STREET 2ND FLOORBOSTONMA02111PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$40,000
MASSACHUSETTS AFFORDABLE HOUSING ALLIANCE INC
1803 DORCHESTER AVENUEDORCHESTERMA02124PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$50,000
MASSACHUSETTS ALLIANCE AGAINST PREDATORY LENDING
367 WASHINGTON STREETDORCHESTERMA02124NCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$20,000
MASSACHUSETTS ALLIANCE ON TEEN PREGNANCY
105 CHAUNCY STREET 8TH FLOORBOSTONMA02111PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$55,000
MASSACHUSETTS ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS
15 COURT SQUARE SUITE 600BOSTONMA02108PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$50,000
MASSACHUSETTS BUDGET & POLICY CENTER
15 COURT STREET SUITE 700BOSTONMA02108PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$70,000
MASSACHUSETTS COALITION FOR OCCUPATIONAL SAFETY AND HEALTH
1532B DORCHESTER AVENUEDORCHESTERMA02122PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$57,000
MASSACHUSETTS IMMIGRANT & REFUGEE ADVOCACY COALITION INC
105 CHAUNCY STREET SUITE 901BOSTONMA02111PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$54,000
MASSACHUSETTS LAW REFORM INSTITUTE
99 CHAUNCY STREET 5TH FLOORBOSTONMA02111PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$35,000
MASSACHUSETTS NONPROFIT NETWORK
89 SOUTH STREET 601BOSTONMA02111PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$300
MASSACHUSETTS SENIOR ACTION COUNCIL
150 MT VERNON STREET 2ND FLOORDORCHESTERMA02125PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$45,000
MASSACHUSETTS VOTER EDUCATION NETWORK
41 WEST STREET SUITE 700BOSTONMA02111PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$120,000
MASSACHUSETTS VOTER TABLE
17 PETERS STREETCAMBRIDGEMA02139NCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$60,000
MATAHARI EYE OF THE DAY
1 MILK STREETBOSTONMA02109NCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$35,000
MISSION INVESTOR EXCHANGE
2101 FOURTH AVENUE SUITE 650SEATTLEWA98121NCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$3,000
MOTHERS FOR JUSTICE AND EQUALITY
184 DUDLEY STREETROXBURYMA02119NCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$30,000
MULTICULTURAL DROPOUT OUTREACH COLLABORATIVE
14 CRAWFORD STREETDORCHESTERMA02121NCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$30,000
NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE BOSTON BRANCH
PO BOX 300159 BOSTON MA 02130BOSTONMA02130NCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$15,000
NATIONAL BLACK COLLEGE ALLIANCE INC
PO BOX 191453BOSTONMA02119PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$15,000
NEIGHBORHOOD FUNDERS GROUP INC
1201 CONNECTICUT AVE NW THIRD FLOORWASHINGTONDC20036PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$10,000
NEIGHBORHOOD OF AFFORDABLE HOUSING INC
143 BORDER STREETEAST BOSTONMA02128PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$30,000
NEIGHBORS UNITED FOR A BETTER EAST BOSTON
19 MERIDIAN STREET SUITE 4EAST BOSTONMA02128NCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$40,000
NEW ENGLAND UNITED FOR JUSTICE
196 ADAMS STREETDORCHESTERMA02122NCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$40,000
NUESTRA COMUNIDAD DEVELOPMENT CORP
56 WARREN STREETROXBURYMA02119PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$100,000
OISTE THE MASSACHUSETTS LATINO CIVIC EDUCATION INITIATIVE INC
15 COURT SQUARE SUITE 345BOSTONMA02111PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$35,000
ORGANIZING & LEADERSHIP TRAINING CENTER
150 MT VERNON STREET SUITE 200EDORCHESTERMA02125PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$40,000
PRESS PASS TV
565 BOYLSTON STREET 5TH FLOORBOSTONMA02116PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$30,000
PROJECT HIP-HOP INC
2181 WASHINGTON STREET SUITE 315ROXBURYMA02119PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$35,000
PROJECT RIGHT INC
320A BLUE HILL AVENUEDORCHESTERMA02121PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$45,000
PROTEUS FUND INC
15 RESEARCH DRIVE SUITE BAMHERSTMA01002PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$25,000
RENNIE CENTER FOR EDUCATION RESEARCH & POLICY
131 MOUNT AUBURN STREETCAMBRIDGEMA02138PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$25,000
RIGHT TO THE CITY ALLIANCE
1441 BROADWAY SUITE 5040NEW YORKNY10018PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$40,000
ROCA INC
101 PARK AVENUECHELSEAMA02150PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$200,000
SOCIEDAD LATINA INC
1530 TREMONT STREETBOSTONMA02120PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$65,000
SOUTH BOSTON EN ACCION
10 LOGAN WAYSOUTH BOSTONMA02127PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$35,000
SPIRIT IN ACTION INC
21 WILBRAHAM STREETPALMERMA01069PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$25,000
SPONTANEOUS CELEBRATIONS INC
45 DANFORTH STREETJAMAICA PLAINMA02130PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$35,000
THE NEIGHBORHOOD DEVELOPERS
4 GERRISH AVENUECHELSEAMA02150PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$100,000
UNION OF MINORITY NEIGHBORHOODS
42 SEAVERNS AVENUEJAMAICA PLAINMA02130PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$40,000
UNITED FOR A FAIR ECONOMY
1 MILK STREET 5TH FLOORBOSTONMA02109PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$350
UNITED TEEN EQUALITY CENTER INC
34 HURD STREETLOWELLMA01852PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$35,000
UPHAMS CORNER COMMUNITY CENTER DBA BIRD STREET COMMUNITY CENTER
500 COLUMBIA ROADDORCHESTERMA02125PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$35,000
URBAN EDGE HOUSING CORPORATION
1542 COLUMBUS AVENUE SUITE 2ROXBURYMA02119PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$100,000
URBAN REVIVAL INC DBA CITY LIFEVIDA URBANA
284 AMORY STREET 1ST FLOORJAMAICA PLAINMA02130PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$75,000
VIETNAMESE AMERICAN INITIATIVE FOR DEVELOPMENT INC
42 CHARLES STREETDORCHESTERMA02122PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$50,000
YOUTH ADVOCACY FOUNDATION INC
44 BROMFIELD STREET 2ND FLOORBOSTONMA02108PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$30,000
YOUTH JOBS COALITION
594 COLUMBIA ROADDORCHESTERMA02125NCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$67,000
YOUTH JUSTICE AND POWER UNION
614 COLUMBIA ROADDORCHESTERMA02125NCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$50,000
YOUTHBUILD BOSTON INC
27 CENTRE STREETROXBURYMA02119PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$182,500
YOUTHBUILD USA
58 DAY STREETSOMERVILLEMA02144PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$60,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,368,100TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOSTON TENANT COALITION INC
14 BEACON STREET SUITE 606BOSTONMA02108PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$45,000
BOSTON WOMEN'S FUND
14 BEACON STREETBOSTONMA02108PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$25,000
CITY SCHOOL INC
614 COLUMBIA ROADDORCHESTERMA02125PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$40,000
CODMAN SQUARE NEIGHBORHOOD DEVELOPMENT CORPORATION
587 WASHINGTON STREETDORCHESTERMA02124PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$100,000
DORCHESTER BAY ECONOMIC DEVELOPMENT CORPORATION
594 COLUMBIA ROAD SUITE 302DORCHESTERMA02125PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$100,000
LOCAL INITIATIVES SUPPORT CORPORATION
95 BERKELEY STREET SUITE 301BOSTONMA02116PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$50,000
MASSACHUSETTS AFFORDABLE HOUSING ALLIANCE INC
1803 DORCHESTER AVENUEDORCHESTERMA02124PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$50,000
MASSACHUSETTS ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS
15 COURT SQUARE SUITE 600BOSTONMA02108PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$50,000
MASSACHUSETTS IMMIGRANT & REFUGEE ADVOCACY COALITION INC
105 CHAUNCY STREET SUITE 901BOSTONMA02111PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$50,000
NEIGHBORS UNITED FOR A BETTER EAST BOSTON
19 MERIDIAN STREET SUITE 4EAST BOSTONMA02128NCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$40,000
NEW ENGLAND UNITED FOR JUSTICE
196 ADAMS STREETDORCHESTERMA02122NCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$40,000
OISTE THE MASSACHUSETTS LATINO CIVIC EDUCATION INITIATIVE INC
15 COURT SQUARE SUITE 345BOSTONMA02111PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$35,000
SOCIEDAD LATINA INC
1530 TREMONT STREETBOSTONMA02120PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$45,000
SPONTANEOUS CELEBRATIONS INC
45 DANFORTH STREETJAMAICA PLAINMA02130PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$35,000
THE NEIGHBORHOOD DEVELOPERS
4 GERRISH AVENUECHELSEAMA02150PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$20,000
URBAN REVIVAL INC DBA CITY LIFEVIDA URBANA
284 AMORY STREET 1ST FLOORJAMAICA PLAINMA02130PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$75,000
YOUTH JOBS COALITION
594 COLUMBIA ROADDORCHESTERMA02125NCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$45,000
YOUTHBUILD USA INC
58 DAY STREETSOMERVILLEMA02144PCPROMOTE CIVIC PARTICIPATION, YOUTH, AND ECONOMIC DEVELOPMENT.$40,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$885,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50,745ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,298,527ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm-$13,076UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$9,518,576ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Related Or Exempt Function Incm$1,703RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$13,076UnrelatedBusinessTaxblIncmAmt
Exclusion$10,867,848ExclusionAmt
Related Or Exempt Function Incm$1,703RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,856,475TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementOTHER INCOMERelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$42,540Amt
Net Investment Income$35,052NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,488DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME INVESTMENTSBondNm
EOY Book Value$20,351,312EOYBookValueAmt
EOYFMV$20,351,312EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY INVESTMENTSStockNm
EOY Book Value$61,052,338EOYBookValueAmt
EOYFMV$61,052,338EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemALTERNATIVE INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$58,224,851BookValueAmt
EOYFMV$58,224,851EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
OFFICE EQUIPMENT$227,067$201,356$25,711$25,711
LEASEHOLD IMPROVEMENTS$25,791$25,791$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$717LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$717DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
LOANS RECEIVABLE$75,000$75,000$75,000
PROGRAM RELATED INVESTMENTS$4,099,182$2,870,954$2,870,954

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EQUIPMENT MAINTENANCE & RENTAL$32,876$1,315$31,561
MISCELLANEOUS$21,944$0$21,944
OFFICE EXPENSES$13,859$3,880$9,979
INVESTMENT FEES$668,079$668,079$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$1,703RevenueAndExpensesPerBooksAmt
Adjusted Net Income$1,703AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionNET UNREALIZED GAINDescription
Amount$8,901,131Amount

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED EXCISE TAXDesc
BOY Book Value$240,945BOYBookValueAmt
EOY Book Value$418,968EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING$94,244$1,908$92,336
INVESTMENT CONSULTING FEES$280,169$280,169$0
PAYROLL PROCESSING$1,784$0$1,784

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$378,147Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt