HARBORONE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HARBORONE FOUNDATION (EIN 81-2658653)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-01
- IRS object ID
- 202640919349100604
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Dissolution Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-01T07:29:38-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042689883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | JENNIFER WHITE | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 5088951347 | PhoneNum |
| Signature | 2026-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN S NG | PreparerPersonNm |
| PTIN | P01067482 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2026-03-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $4,351,835 | 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 Net Invst Incm | $81 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $215,287 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $215,684 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $725,785 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,742,861 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $881,885 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $218,750 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,159,822 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,097,650 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $202,621 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,393 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $233,014 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $38,594 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $38,594 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,714 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,714 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,934 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,934 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,565 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,511 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,431 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $566 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $390 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $390 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,640 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,640 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $317,889 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,470 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $309,286 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,485,421 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,485,421 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,803,310 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,470 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,794,707 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,643,488 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,038,180 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $174,580 | CashBOYAmt |
| Cash EOY | $100 | CashEOYAmt |
| Cash EOYFMV | $100 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $94,157 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $798 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $798 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $218,750 | AcctRcvblAmt |
| Acct Rcvbl EOY | $218,750 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $218,750 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $55,708 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,919,384 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,131,822 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,131,822 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,541,007 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $21,924 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $365 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $365 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,585 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,812,345 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,351,835 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,351,835 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $106,818 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,846 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $106,818 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,846 | 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 | $7,705,527 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,342,989 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,705,527 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,342,989 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,812,345 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,351,835 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,705,527 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,643,488 | ExcessRevenueOverExpensesAmt |
| Other Increases | $280,950 | OtherIncreasesAmt |
| Subtotal | $4,342,989 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,342,989 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| HARBORONE BANCORP | D | $735,169 | $351,175 | $383,994 | $383,994 |
| SALE OF INVESTMENTS | P | $3,966,462 | $3,509,801 | $456,661 | $456,661 |
| CAPITAL GAINS DIVIDENDS | P | $41,230 | $41,230 | $41,230 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $881,885 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,431 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,431 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,431 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,585 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,585 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,846 | TaxDueAmt |
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 | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 (6 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/DIRECTOR | 22.00 | $89,250 | $0 | $0 |
| MAUREEN WILKINSON | ||||||||
| 770 OAK STREET | BROCKTON | MA | 02301 | DIRECTOR/TREASURER/SECRETARY | 22.00 | $113,371 | $0 | $0 |
| JOSEPH F CASEY | ||||||||
| 770 OAK STREET | BROCKTON | MA | 02301 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFEREY RUSSELL | ||||||||
| 770 OAK STREET | BROCKTON | MA | 02301 | DIRECTOR/COMMUNIITY REPR. | 1.00 | $0 | $0 | $0 |
| BRENDA DIEPOLD | ||||||||
| 770 OAK STREET | BROCKTON | MA | 02301 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHY HENRY | ||||||||
| 125 HIGH STREET 9TH FLOOR | BOSTON | MA | 02110 | 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 | $6,828,708 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $468,526 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,297,234 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,297,234 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,459 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,187,775 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $359,389 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $359,389 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,431 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,431 | TotalTaxAmt |
| Distributable Before Adj | $344,958 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $344,958 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $344,958 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,794,707 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,794,707 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $344,958 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $175,102 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $214,923 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $287,611 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $271,337 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $545,844 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,494,817 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,794,707 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $344,958 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,449,749 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,944,566 | 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 | $175,102 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,769,464 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $214,923 | ExcessFromYear4Amt |
| Excess From Year3 | $287,611 | ExcessFromYear3Amt |
| Excess From Year2 | $271,337 | ExcessFromYear2Amt |
| Excess From Year1 | $545,844 | ExcessFromYear1Amt |
| Excess From Current Year | $4,449,749 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (114 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A FAITH THAT DOES JUSTICE (AFTDJ) | ||||||||
| P O BOX 990152 | BOSTON | MA | 02199 | NOT RELATED | PC | EXEMPT PURPOSE | $3,500 | |
| ACTION FOR BOSTON COMMUNITY DEVELOPMENT | ||||||||
| 178 TREMONT STREET | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| ALLSTON BRIGHTON COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 18R SHEPARD STREET 100 | BRIGHTON | MA | 02135 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| AS220 | ||||||||
| 95 MATHEWSON ST UNIT 204 | PROVIDENCE | RI | 02903 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| ATTLEBORO YMCA | ||||||||
| 63 NORTH MAIN ST | ATTLEBORO | MA | 02703 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| BIG BROTHERS BIG SISTERS OF RHODE ISLAND INC | ||||||||
| 188 VALLEY STREET SUITE 125 | PROVIDENCE | RI | 02909 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| BOSTON COMMUNITY PEDIATRICS | ||||||||
| 527 ALBANY STREET | BOSTON | MA | 02118 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| BOSTON LOCAL DEVELOPMENT CORP | ||||||||
| 43 HAWKINS STREET STE 2A | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| BOSTON LYRIC OPERA COMPANY | ||||||||
| 15 CHANNEL CENTER 102 | BOSTON | MA | 02210 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| BOSTON MEDICAL CENTER CORPORATION | ||||||||
| 960 MASSACHUSETTS AVENUE | BOSTON | MA | 02118 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| BOYS & GIRLS CLUB OF BROCKTON INC | ||||||||
| 19 COURT STREET | TAUNTON | MA | 02780 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| BOYS & GIRLS CLUB OF LYNN | ||||||||
| 25 N COMMON STREET | LYNN | MA | 01905 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| BOYS & GIRLS CLUB OF PAWTUCKET | ||||||||
| 1 MOELLER PLACE | PAWTUCKET | RI | 02860 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| BOYS & GIRLS CLUBS OF WARWICK | ||||||||
| 42 FREDERICK ST | WARWICK | RI | 02888 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| BOYS AND GIRLS CLUBS OF PROVIDENCE | ||||||||
| 550 WICKENDEN STREET | PROVIDENCE | RI | 02903 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| BRYANT UNIVERSITY | ||||||||
| 1150 DOUGLAS PIKE | SMITHFIELD | RI | 02917 | NOT RELATED | PC | EXEMPT PURPOSE | $7,000 | |
| BUZZARDS BAY AREA HABITAT FOR HUMANITY | ||||||||
| PO BOX 1584 8 COUNTY ROAD SUITE 2 | MATTAPOISETT | MA | 02739 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| CAMBRIDGE ECONOMIC OPPORTUNITY COMMITTEE INC | ||||||||
| 11 INMAN STREET | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| CAPITAL GOOD FUND | ||||||||
| 333 SMITH STREET | PROVIDENCE | RI | 02908 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| CHICA | ||||||||
| 1266 FURNACE BROOK PARKWAY SUITE | QUINCY | MA | 02169 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | 410 |
| CHILD & FAMILY | ||||||||
| 31 JOHN CLARKE RD | MIDDLETOWN | RI | 02842 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| COMMUNITIES FOR PEOPLE | ||||||||
| 623 ATWELLS AVENUE STE 201 | PROVIDENCE | RI | 02909 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| COMMUNITY COLLEGE OF RHODE ISLAND | ||||||||
| 1762 OLD LOUISQUISSET PIKE | LINCOLN | RI | 02865 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| COMMUNITY SERVINGS INC | ||||||||
| 179 AMORY ST | JAMAICA PLAIN | MA | 02130 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| COMPASS WORKING CAPITAL | ||||||||
| 89 SOUTH ST SUITE 804 | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| COMPREHENSIVE COMMUNITY ACTION PROGRAM (CCAP) | ||||||||
| ONE CAPITAL WAY | CRANSTON | RI | 02910 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| COMUNIDADES ENRAIZADAS COMMUNITY LAND TRUST INC | ||||||||
| 90 EVERETT AVE SUITE 10 | CHELSEA | MA | 02150 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| CRADLES TO CRAYONS INC | ||||||||
| 281 NEWTONVILLE AVENUE | NEWTON | MA | 02460 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| CROSSROADS | ||||||||
| 119 MYRTLE STREET | DUXBURY | MA | 02332 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| CROSSROADS RHODE ISLAND | ||||||||
| 160 BROAD STREET | PROVIDENCE | RI | 02903 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| DORCAS INTERNATIONAL INSTITUTE OF RI INC | ||||||||
| 645 ELMWOOD AVENUE | PROVIDENCE | RI | 02907 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| DOVE INC | ||||||||
| PO BOX 690267 | QUINCY | MA | 02269 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| EAST BOSTON YMCA | ||||||||
| 316 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| FAMILY SERVICE OF RHODE ISLAND INC | ||||||||
| 55 HOPE ST PO BOX 6688 | PROVIDENCE | RI | 02940 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| FATHER BILL'S & MAINSPRING | ||||||||
| 430 BEMONT STREET | BROCKTON | MA | 02301 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| FESTIVAL BALLET PROVIDENCE | ||||||||
| 825 HOPE STREET | PROVIDENCE | RI | 02906 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| FRIENDS OF THE CANTON PUBLIC LIBRARY | ||||||||
| 786 WASHINGTON STREET | CANTON | MA | 02021 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| FUTURE CHEFS | ||||||||
| 305 BLUE HILL AVE | BOSTON | MA | 02121 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| GENESIS CENTER | ||||||||
| 620 POTTERS AVENUE | PROVIDENCE | RI | 02907 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| GIRLS ON THE RUN GREATER BOSTON | ||||||||
| 89 SOUTH STREET SUITE 402 | BOSTON | MA | 02111 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||||
| PO BOX 100 | ATTLEBORO | MA | 02703 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| HEADING HOME INC | ||||||||
| 186 MASSACHUSETTS AVE | BOSTON | MA | 02115 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| HEALTH IMPERATIVES INC | ||||||||
| 942 WEST CHESTNUT STREET | BROCKTON | MA | 02301 | NOT RELATED | PC | EXEMPT PURPOSE | $12,500 | |
| HEBRON FOOD PANTRY INC | ||||||||
| 11 SANFORD STREET | ATTLEBORO | MA | 02703 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| HILDEBRAND FAMILY SELF HELP CENTER INC | ||||||||
| 614 MASSACHUSETTS AVENUE THIRD | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | FLOOR |
| HOPE ALZHEIMERS CENTER | ||||||||
| 25 BRAYTON AVENUE | CRANSTON | RI | 02920 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| HOPE AND COMFORT INC | ||||||||
| 33 4TH AVENUE | NEEDHAM | MA | 02494 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| HOPE IN JESUS MINISTRIES | ||||||||
| 44 STAMFORD AVE | PROVIDENCE | RI | 02907 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| HORIZONS FOR HOMELESS CHILDREN INC | ||||||||
| 1785 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| HOUSE OF POSSIBILITIES (HOPE) | ||||||||
| 350 WASHINGTON STREET | EASTON | MA | 02356 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| JULIE'S FAMILY LEARNING PROGRAM | ||||||||
| 133 DORCHESTER STREET | BOSTON | MA | 02127 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| JUNIOR ACHIEVEMENT OF RHODE ISLAND | ||||||||
| 2480 POST ROAD SUITE 309 | WARWICK | RI | 02886 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS | ||||||||
| 128 UNION STREET SUITE 304 | NEW BEDFORD | MA | 02740 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| JUST A START | ||||||||
| 430 RINDGE AVE SUITE 301 | CAMBRIDGE | MA | 02140 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| LA COLABORATIVA INC | ||||||||
| 63 6TH ST | CHELSEA | MA | 02150 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| LEARN TO LEAD FOUNDATION OF LOWELL INC | ||||||||
| 206 JACKSON STREET | LOWELL | MA | 01852 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| LEARNING COMMUNITY CHARTER SCHOOL INC | ||||||||
| 21 LINCOLN AVE | CENTRAL FALLS | RI | 02863 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| LOVIN' SPOONFULS INC | ||||||||
| 189 WELLS AVE SUITE 100 | NEWTON | MA | 02459 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| MASSACHUSETTS AFFORDABLE HOMEOWNERSHIP ALLIANCE | ||||||||
| 1803 DORCHESTER AVE | DORCHESTER | MA | 02124 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| MATTAPANGREATER BOSTON TECHNOLOGY LEARNING CENTER INC | ||||||||
| 24 REGIS RD | BOSTON | MA | 02126 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| MEALS ON WHEELS OF RI INC | ||||||||
| 70 BATH ST | PROVIDENCE | RI | 02908 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| MEETING STREET | ||||||||
| 1000 EDDY ST | PROVIDENCE | RI | 02905 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| MENTOR RHODE ISLAND THE RI MENTORING PARTNERSHIP INC | ||||||||
| 875 CENTERVILLE ROAD BUILDING 3 | WARWICK | RI | 02886 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | UNIT 9 |
| METRO HOUSINGBOSTON | ||||||||
| 1411 TREMONT STREET | BOSTON | MA | 02120 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| MOUNT HOPE LEARNING CENTER | ||||||||
| 140 CYPRESS STREET | PROVIDENCE | RI | 02906 | NOT RELATED | PC | EXEMPT PURPOSE | $3,500 | |
| MY BROTHERS KEEPER INC | ||||||||
| PO BOX 338 | NORTH EASTON | MA | 02356 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| NEIGHBORHOOD OF AFFORDABLE HOUSING INC | ||||||||
| 143 BORDER ST | EAST BOSTON | MA | 02128 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| NEIGHBORWORKS BLACKSTONE RIVER VALLEY | ||||||||
| 719 FRONT STREET SUITE 103 | WOONSOCKET | RI | 02895 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| NEIGHBORWORKS SOUTHERN MASS | ||||||||
| 422 WASHINGTON ST | QUINCY | MA | 02169 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| NEIGHBORWORKS SOUTHERN NEW HAMPSHIRE | ||||||||
| PO BOX 3968 | MANCHESTER | NH | 03105 | NOT RELATED | PC | EXEMPT PURPOSE | $6,000 | |
| OLD COLONY Y | ||||||||
| 320 MAIN STREET | BROCKTON | MA | 02301 | NOT RELATED | PC | EXEMPT PURPOSE | $13,000 | |
| OLNEYVILLE HOUSING CORP | ||||||||
| 66 CHAFFEE STREET | PROVIDENCE | RI | 02909 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| ONEGOAL MASSACHUSETTS | ||||||||
| 207 DUDLEY STREET SUITE 200 | BOSTON | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| PAWTUCKET CENTRAL FALLS DEVELOPMENT | ||||||||
| 204 BROAD STREET | PAWTUCKET | RI | 02860 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| PLANNING OFFICE FOR URBAN AFFAIRS INC | ||||||||
| 84 STATE STREET SUITE 600 | BOSTON | MA | 02109 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| PLAYWORKS NEW ENGLAND | ||||||||
| 1452 DORCHESTER AVE 4TH FL | DORCHESTER | MA | 02122 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| PROJECT CITIZENSHIP INC | ||||||||
| 11 BEACON ST SUITE 1210 | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| PROJECT SWEET PEAS | ||||||||
| 45 BOYLSTON STREET | WARWICK | RI | 02889 | NOT RELATED | PC | EXEMPT PURPOSE | $6,000 | |
| PROJECT WEBERRENEW | ||||||||
| 45 WILLARD AVE | PROVIDENCE | RI | 02905 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| PROVIDENCE AFTER SCHOOL ALLIANCE INC | ||||||||
| 188 VALLEY ST STE 204 | PROVIDENCE | RI | 02909 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| PROVIDENCE PERFORMING ARTS CENTER | ||||||||
| 220 WEYBOSSET STREET | PROVIDENCE | RI | 02903 | NOT RELATED | PC | EXEMPT PURPOSE | $35,000 | |
| PROVIDENCE PROMISE | ||||||||
| 2 REGENCY PLAZA STE 12 | PROVIDENCE | RI | 02903 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| QUINCY COLLEGE | ||||||||
| 1250 HANCOCK STREET | QUINCY | MA | 02169 | NOT RELATED | PC | EXEMPT PURPOSE | $6,000 | |
| QUINCY COMMUNITY ACTION PROGRAMS INC | ||||||||
| 1509 HANCOCK ST | QUINCY | MA | 02169 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| RHODE ISLAND COMMUNITY FOOD BANK ASSOCIATION | ||||||||
| 200 NIANTIC AVENUE | PROVIDENCE | RI | 02907 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| ROGER WILLIAMS PARK ZOO | ||||||||
| 1000 ELMWOOD AVENUE | PROVIDENCE | RI | 02907 | NOT RELATED | PC | EXEMPT PURPOSE | $96,000 | |
| SAINT FRANCIS HOUSE INC | ||||||||
| PO BOX 120499 ESSEX STATION | BOSTON | MA | 02112 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| SCHOOL ON WHEELS OF MASSACHUSETTS | ||||||||
| 100 LAUREL ST SUITE 121 | EAST BRIDGEWATER | MA | 02333 | NOT RELATED | PC | EXEMPT PURPOSE | $6,500 | |
| SOCIETY OF ST VINCENT DE PAUL DISTRICT COUNCIL OF ATTLEBORO | ||||||||
| 16 WALTER ST | NORTON | MA | 02766 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| SOCIETY OF ST VINCENT DE PAUL ST JOSEPH NEWPORT | ||||||||
| 5 MANN AVE | NEWPORT | RI | 02840 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| SOJOURNER HOUSE INC | ||||||||
| 386 SMITH STREET | PROVIDENCE | RI | 02908 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| SOUTH BOSTON NEIGHBORHOOD HOUSE INC | ||||||||
| 136 H STREET | SOUTH BOSTON | MA | 02127 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| SOUTHCOAST FAIR HOUSING INC | ||||||||
| 257 UNION STREET | NEW BEDFORD | MA | 02740 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| SOUTHCOAST FAIR HOUSING INC | ||||||||
| 257 UNION STREET | NEW BEDFORD | MA | 02740 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| ST MARY'S CENTER FOR WOMEN AND CHILDREN | ||||||||
| 90 CUSHING AVE | BOSTON | MA | 02125 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| THE HOCKOMOCK AREA YMCA | ||||||||
| 300 ELMWOOD STREET | NORTH ATTLEBORO | MA | 02760 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| THE LITERACY CENTER INC | ||||||||
| 80 NORTH MAIN ST | ATTLEBORO | MA | 02703 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| TRINITY CATHOLIC ACADEMY INC | ||||||||
| 37 ERIE AVENUE | BROCKTON | MA | 02302 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| UASPIRE | ||||||||
| 6 LIBERTY SQUARE PMB 98549 | BOSTON | MA | 02109 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| UNITED WAY OF GREATER PLYMOUTH COUNTY INC | ||||||||
| 934 WEST CHESTNUT STREET | BROCKTON | MA | 02301 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 | |
| UNIVERSITY OF RHODE ISLAND FOUNDATION & ALUMNI ENGAGEMENT | ||||||||
| 79 UPPER COLLEGE ROAD | KINGSTON | RI | 02881 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| URBAN EDGE | ||||||||
| 1542 COLUMBUS AVENUE | ROXBURY | MA | 02119 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| VETERANS TRANSITION HOUSE (VTH) | ||||||||
| 1297 PURCHASE STREET | NEW BEDFORD | MA | 02740 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| WATCH CDC | ||||||||
| 24 CRESCENT STREET 201 | WALTHAM | MA | 02453 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| WEBSTER HOUSE | ||||||||
| 135 WEBSTER STREET | MANCHESTER | NH | 03104 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| WEST END HOUSE | ||||||||
| 105 ALLSTON ST | BOSTON | MA | 02134 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| WEST SIDE MONTESSORI | ||||||||
| 73 STANWOOD STREET | PROVIDENCE | RI | 02907 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| WOMEN'S LUNCH PLACE | ||||||||
| PO BOX 170900 | BOSTON | MA | 02117 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| Y2Y NETWORK | ||||||||
| 955 MASS AVE PO BOX 424 | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| YEAR UP RHODE ISLAND | ||||||||
| 45 MILK STREET 9TH FLOOR | BOSTON | MA | 02109 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| DIGGER FOODS INC | ||||||||
| 63 PLEASANT ST | SHARON | MA | 02067 | NOT RELATED | PC | EXEMPT PURPOSE | -$4,500 | |
| GOOD NEIGHBORS INC | ||||||||
| 55 TURNER AVE | RIVERSIDE | RI | 02915 | NOT RELATED | PC | EXEMPT PURPOSE | -$2,500 | |
| RHODEWAY FINANCIAL | ||||||||
| 255 DYER STREET | PROVIDENCE | RI | 02903 | NOT RELATED | PC | EXEMPT PURPOSE | -$500 | |
| EASTERN BANK FOUNDATION | ||||||||
| 601 EDGEWATER DRIVE SUITE 150 | WAKEFIELD | MA | 01880 | NOT RELATED | PF | TRANSFER OF ALL NET ASSETS ON TERMINATION PURSUANT | $3,625,921 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,485,421 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $215,287 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $725,785 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CITC REFUND | Desc |
| Related Or Exempt Function Incm | $218,750 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $941,072 | ExclusionAmt |
| Related Or Exempt Function Incm | $218,750 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,159,822 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | CITC REFUND | RelationshipStatementTxt |
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 | CBIZ | CategoryTxt |
| Amt | $21,934 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,934 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTERN BANK FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 EDGEWATER DRIVE SUITE 150 | AddressLine1Txt |
| City | WAKEFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | ON NOVEMBER 1, 2025, HARBORONE BANCORP, INC. MERGED INTO EASTERN BANK CORPORATION. FOLLOWING THE MERGER, MANAGEMENT DETERMINED THAT IT WOULD BE IN THE BEST INTEREST OF THE HARBORONE FOUNDATION AND THE COMMUNITIES IT SERVES TO CONSOLIDATE THE GRANTMAKING ACTIVITIES OF THE HARBORONE FOUNDATION WITH THOSE OF THE EASTERN BANK FOUNDATION. AS PART OF THIS PLAN, THE CORPORATION APPROVED THE TRANSFER OF ALL ASSETS OF THE HARBORONE FOUNDATION TO THE EASTERN BANK FOUNDATION AND THE SUBSEQUENT DISSOLUTION OF THE HARBORONE FOUNDATION.THE ASSET TRANSFERS ARE EXPECTED TO OCCUR OVER A TWO-YEAR PERIOD. AS OF DECEMBER 30, 2025, THE HARBORONE FOUNDATION TRANSFERRED CASH TOTALING $3,625,921 TO THE EASTERN BANK FOUNDATION. THE REMAINING ASSETS ARE EXPECTED TO BE TRANSFERRED DURING 2026, AFTER WHICH THE HARBORONE FOUNDATION WILL PROCEED WITH FORMAL DISSOLUTION. | ShortExplanationTxt |
| Dissolution | $3,625,921 | DissolutionAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY # 4269 EASTERN BANKSHARES STOCK | StockNm |
| EOY Book Value | $4,131,822 | EOYBookValueAmt |
| EOYFMV | $4,131,822 | EOYFMVAmt |
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 | $365 | BookValueAmt |
| EOYFMV | $365 | EOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ON NOVEMBER 1, 2025, HARBORONE BANCORP, INC. MERGED INTO EASTERN BANK CORPORATION. FOLLOWING THE MERGER, MANAGEMENT DETERMINED THAT IT WOULD BE IN THE BEST INTEREST OF THE HARBORONE FOUNDATION AND THE COMMUNITIES IT SERVES TO CONSOLIDATE THE GRANTMAKING ACTIVITIES OF THE HARBORONE FOUNDATION WITH THOSE OF THE EASTERN BANK FOUNDATION. AS PART OF THIS PLAN, THE CORPORATION APPROVED THE TRANSFER OF ALL ASSETS OF THE HARBORONE FOUNDATION TO THE EASTERN BANK FOUNDATION AND THE SUBSEQUENT DISSOLUTION OF THE HARBORONE FOUNDATION. THE ASSET TRANSFERS ARE EXPECTED TO OCCUR OVER A TWO-YEAR PERIOD. AS OF DECEMBER 30, 2025, THE HARBORONE FOUNDATION TRANSFERRED CASH TOTALING $3,625,921 TO THE EASTERN BANK FOUNDATION. THE REMAINING ASSETS ARE EXPECTED TO BE TRANSFERRED DURING 2026, AFTER WHICH THE HARBORONE FOUNDATION WILL PROCEED WITH FORMAL DISSOLUTION. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,714 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,714 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAXES | Desc |
| BOY Book Value | $5,585 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & MEMBERSHIP FEES | $3,737 | $0 | $3,737 |
| MEALS & ENTERTAINMENT | $153 | $0 | $153 |
| STETE FILING FEES | $385 | $0 | $385 |
| MISCELLANEOUS | $365 | $0 | $365 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CITC REFUND | Desc |
| Revenue And Expenses Per Books | $218,750 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $218,750 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $280,950 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $24,565 | Amt |
| Net Investment Income | $28,511 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $0 | $566 | $0 |
| FEDERAL EXCISE TAX | $14,431 | $0 | $0 |