G ZACHARY GUND FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- G ZACHARY GUND FOUNDATION (EIN 01-0752786)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202611329349103101
- Schema version
- 2025v4.1
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T13:07:12-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 088302700 | 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 | 010752786 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZACHARY AND LINDSEY GUND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GZAC | BusinessNameControlTxt |
| Phone | 7817860504 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 MONUMENT SQUARE SUITE 220 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | G ZACHARY GUND | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6099213633 | PhoneNum |
| Signature | 2026-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC DENNY | PreparerPersonNm |
| PTIN | P01400296 | PTIN |
| Phone | 7322437000 | PhoneNum |
| 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 | $2,118,112 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,609 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,609 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,824 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,824 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $694,543 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,509,799 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $694,543 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $724,976 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $724,976 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $38,116 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,116 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,000 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,561 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,561 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,677 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,116 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,561 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,532,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,532,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,571,727 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,116 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,551,611 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$846,751 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $704,860 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $213,893 | CashBOYAmt |
| Cash EOY | $186,956 | CashEOYAmt |
| Cash EOYFMV | $186,956 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,391 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,939 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,939 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,567,469 | CorporateStockBOYAmt |
| Corporate Stock EOY | $752,213 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,925,217 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,788,753 | TotalAssetsBOYAmt |
| Total Assets EOY | $945,108 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,118,112 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,788,753 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $945,108 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,788,753 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $945,108 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,788,753 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $945,108 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,788,753 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$846,751 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,406 | OtherIncreasesAmt |
| Subtotal | $945,408 | SubtotalAmt |
| Other Decreases | $300 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $945,108 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS - 66216-1 | P | 2024-01-01 | 2025-12-31 | $1,498,134 | $803,430 | $694,704 | $694,704 |
| GOLDMAN SACHS - 66216-1 | P | 2025-01-01 | 2025-12-31 | $11,665 | $11,826 | -$161 | -$161 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $694,543 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,798 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,798 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,798 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,701 | 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 | $13,701 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,903 | OverpaymentAmt |
| Applied To ES Tax | $3,903 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHERINE BIRD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7817860504 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 MONUMENT SQUARE SUITE 220 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01745 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| GORDON Z GUND | ||||||||
| 30 MONUMENT SQUARE SUITE 220 | CONCORD | MA | 01742 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LINDSEY S GUND | ||||||||
| 30 MONUMENT SQUARE SUITE 220 | CONCORD | MA | 01742 | TRUSTEE | 0.50 | $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 | $2,458,021 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $229,297 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,687,318 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,687,318 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,310 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,647,008 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $132,350 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $132,350 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,798 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,798 | TotalTaxAmt |
| Distributable Before Adj | $122,552 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $122,552 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $122,552 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,551,611 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,551,611 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,552 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $627,322 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $307,725 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $626,668 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $661,620 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,495,152 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,718,487 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,551,611 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $122,552 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,429,059 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,147,546 | 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 | $627,322 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,520,224 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $307,725 | ExcessFromYear4Amt |
| Excess From Year3 | $626,668 | ExcessFromYear3Amt |
| Excess From Year2 | $661,620 | ExcessFromYear2Amt |
| Excess From Year1 | $1,495,152 | ExcessFromYear1Amt |
| Excess From Current Year | $1,429,059 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOC - ICE OUT ALZ | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $4,700 |
| ATLANTIC SALMON FEDERATION | |||||||
| P O BOX 807 | CALAIS | ME | 046190807 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,000 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET STREET SUITE 2 | LEWISBURG | PA | 17837 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSE OF ORGANIZATION. | $500 |
| COMMUNITY FOUNDATION FOR NANTUCKET | |||||||
| 9B BAYBERRY COURT PO BOX 204 | NANTUCKET | MA | 02554 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $100,000 |
| CONCORD ART ASSOCIATION | |||||||
| 37 LEXINGTON ROAD | CONCORD | MA | 01742 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $250 |
| CONCORD BRIDGE (THE) - NEWSPAPER | |||||||
| 56 C WINTHROP STREET | CONCORD | MA | 01742 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $500 |
| EARTHJUSTICE | |||||||
| 180 STEUART ST 194330 | SAN FRANCISCO | CA | 94105 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION | $2,500 |
| EMERSON HEALTH CARE FOUNDATION | |||||||
| 133 OLD ROAD TO NINE ACRE CORNER | CONCORD | MA | 01742 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,500 |
| ENVIRONMENT WORKING GROUP | |||||||
| 1250 I STREET NW STE 1000 | WASHINGTON | DC | 20005 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $2,500 |
| EPIPHANY SCHOOL | |||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $25,000 |
| FENN SCHOOL | |||||||
| 516 MONUMENT STREET | CONCORD | MA | 01742 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $30,000 |
| FLEUR DE LIS CAMP | |||||||
| 120 HOWEVILLE ROAD | FITZWILLIAM | NH | 03447 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $25,000 |
| FOUNDATION FIGHTING BLINDNESS | |||||||
| P O BOX 45740 | BALTIMORE | MD | 212975740 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 |
| GROTON SCHOOL- ANNUAL APPEAL | |||||||
| PO BOX 991 282 FARMERS ROW | GROTON | MA | 01450 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $50,000 |
| HARVARD SCHOOL OF DENTAL MEDICINE-RESTORATIVE DENTISTRY AND BIOMATERIALS SC | |||||||
| 124 MT AUBURN ST | CAMBRIDGE | MA | 02138 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $50,000 |
| MARIA MITCHELL ASSOCIATION | |||||||
| 4 VESTAL STREET | NANTUCKET | MA | 025540013 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF THE ORGANIZATION | $250 |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| 118 CLIFF ROAD PO BOX 13 | NANTUCKET | MA | 02554 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $200,000 |
| PHOENIX CHARTER ACADEMY | |||||||
| 60 CANAL STREET 4TH FL | BOSTON | MA | 02114 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 |
| PINGREE SCHOOL | |||||||
| 537 HIGHLAND STREET | SOUTH HAMILTON | MA | 01982 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $100 |
| RAGE | |||||||
| 6620 SOUTH UNION AVE STE 2 | CHICAGO | IL | 60621 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $250,000 |
| STRONG WINGS ADVENTURE SCHOOL | |||||||
| 9 NOBADEER FARM ROAD | NANTUCKET | MA | 025540013 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION | $1,000 |
| THE CARROLL CENTER FOR THE BLIND | |||||||
| 770 CENTRE STREET | NEWTON | MA | 02458 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 |
| THE MGH TRANSFORMATIVE SCHOLARS IN CSF DISORDERS ENDOWED FUND | |||||||
| 125 NASHUA ST SUITE 540 | BOSTON | MA | 21140 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $250,000 |
| THE UMBRELLA COMMUNITY ARTS CENTER | |||||||
| 40 STOW STREET | CONCORD | MA | 01742 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $500 |
| THINKGIVE INC | |||||||
| 26 ELM STREET | CONCORD | MA | 01742 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $500 |
| TROUT UNLIMITED | |||||||
| 1700 NORTH MOORE STREET STE 2005 | ARLINGTON | VA | 22209 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $500 |
| UNIVERSITY OF VERMONT FOUNDATION | |||||||
| 617 MAIN ST | BURLINGTON | VT | 05401 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSE OF ORGANIZATION. | $150,000 |
| UNIVERSITY OF VERMONT FOUNDATION | |||||||
| 411 MAIN STREET | BURLINGTON | VT | 05401 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $200,000 |
| UNIVERSITY OF VERMONT FOUNDATION R1 PLEDGE | |||||||
| 109 SOUTH PROSPECT STREET | BURLINGTON | VT | 05401 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $100,000 |
| UNIVERSITY OF WISCONSIN - DR WILLIAM CLANCY PROFESSORSHIP FUND | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $62,500 |
| USA HOCKEY | |||||||
| 1775 BOB JOHNSON DRIVE | COLORADO SPRINGS | CO | 80906 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $250 |
| WBUR | |||||||
| 890 COMMONWEALTH AVENUE 3RD FL | BOSTON | MA | 02115 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $1,000 |
| WILY NETWORK | |||||||
| 189 WELLS AVENUE STE 301 | NEWTON | MA | 02459 | NONE | NC | TO HELP FURTHER CHARITABLE PURPOSES OF ORGANIZATION. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,532,050 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,609 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,824 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $694,543 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $724,976 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $724,976 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS, CUSTODIAN | StockNm |
| EOY Book Value | $752,213 | EOYBookValueAmt |
| EOYFMV | $1,925,217 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DEDUCTIBLE CHARITABLE CONTRIBUTIONS | Desc |
| Amt | $300 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES & SUBSCRIPTIONS | Desc |
| Revenue And Expenses Per Books | $1,561 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,561 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $3,406 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $18,000 | $0 | $18,000 |
| GOLDMAN SACHS MANAGEMENT FEES | $20,116 | $20,116 | $0 |