-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
DANTE DIESO FOUNDATION TRUST
Number and street (or P.O. box number if mail is not delivered to street address)
PO BOX 760995
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MELROSE
,
MA
021760006
A Employer identification number
30-0943307
B
Telephone number (see instructions)
(781) 620-1683
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
5,773,963
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
139,522
138,564
139,522
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
40,576
b
Gross sales price for all assets on line 6a
1,170,289
7
Capital gain net income (from Part IV, line 2)
...
40,576
8
Net short-term capital gain
.........
24,773
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
180,098
179,140
164,295
13
Compensation of officers, directors, trustees, etc.
148,211
59,553
0
88,658
14
Other employee salaries and wages
......
42,622
29,430
0
13,182
15
Pension plans, employee benefits
.......
34,237
34,237
0
0
16a
Legal fees (attach schedule)
.........
1,215
1,215
0
0
b
Accounting fees (attach schedule)
.......
4,800
4,800
0
0
c
Other professional fees (attach schedule)
....
1,508
1,508
0
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
154
154
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
11,239
11,239
0
0
21
Travel, conferences, and meetings
.......
1,193
1,193
0
0
22
Printing and publications
..........
9,095
5,198
0
3,897
23
Other expenses (attach schedule)
.......
30,335
27,311
0
2,574
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
284,609
175,838
0
108,311
25
Contributions, gifts, grants paid
.......
191,851
191,851
26
Total expenses and disbursements.
Add lines 24 and 25
476,460
175,838
0
300,162
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-296,362
b
Net investment income
(if negative, enter -0-)
3,302
c
Adjusted net income
(if negative, enter -0-)
...
164,295
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
57,178
17,984
17,984
2
Savings and temporary cash investments
.........
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
4,367,103
4,611,794
5,755,179
c
Investments—corporate bonds (attach schedule)
.......
501,859
0
0
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
800
800
800
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
4,926,940
4,630,578
5,773,963
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
4,926,940
4,630,578
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
0
0
29
Total net assets or fund balances
(see instructions)
.....
4,926,940
4,630,578
30
Total liabilities and net assets/fund balances
(see instructions)
.
4,926,940
4,630,578
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
4,926,940
2
Enter amount from Part I, line 27a
.....................
2
-296,362
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
4,630,578
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
4,630,578
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
2000 SHS APTINYX INC
2019-06-28
2019-12-30
b
2850 SHS BANK OF AMERICA CORP
2019-02-19
2019-12-06
c
3000 SHS DENBURY RES INC DEL COM
2019-07-23
2019-12-30
d
1000 SHS ENERPLUS CORPORATION
2019-10-16
2019-12-30
e
2000 SHS GRAPHIC PACKAGING HOLDINGS CO
2019-01-22
2019-08-14
350 SHS KINDER MORGAN INC
2019-02-19
2019-08-30
1000 SHS MANULIFE FINANCIAL CORP
2019-10-16
2019-12-30
3000 NABORS INDUSTRIES LTD
2019-07-15
2019-12-30
1000 SHS SIRIUS XM HOLDINGS INC
2019-07-17
2019-12-30
600 SHS TRANSOCEAN LIMITED
2019-07-23
2019-12-30
20000 US TREASURY NOTE 0.875%
P
2018-08-13
2019-01-22
129 SHS WABTEC CORP
2019-02-26
2019-04-05
4000 SHS ARCONIC INC
2017-07-23
2019-12-30
3500 SHS BANK OF AMERICA CORP
2017-07-23
2019-07-23
5868 SHS GENERAL ELECTRIC CO
2017-07-23
2019-12-31
175000 JPMORGAN CHASE & CO NOTE 6.3%
P
2017-07-23
2019-02-19
176000 VERIZON COMMUNICATIONS INC NOTE 5.15%
P
2017-07-23
2019-03-22
9250 SHS BANK OF AMERICA CORP
2017-07-23
2019-11-22
132 SHS GENERAL ELECTRIC CO
2017-07-23
2019-12-16
1000 SHS ENCANA CORP
2019-07-23
2019-12-30
200 SHS RPC INC
2019-08-06
2019-12-30
2000 SHS SOUTHWESTERN ENERGY CO DELAWARE
2019-07-22
2019-12-30
CAPITAL GAINS DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
6,573
6,811
-238
b
97,289
82,343
14,946
c
4,206
3,404
802
d
7,115
6,509
606
e
26,724
23,766
2,958
7,088
6,682
406
20,156
18,345
1,811
8,970
7,415
1,555
7,120
6,058
1,062
4,070
3,250
820
19,779
19,670
109
9,671
9,534
137
123,697
100,680
23,017
100,829
83,453
17,376
66,127
150,316
-84,189
175,969
176,337
-368
193,585
190,546
3,039
276,670
220,555
56,115
1,474
3,381
-1,907
4,688
4,650
38
1,039
1,171
-132
4,730
4,837
-107
2,720
2,720
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
-238
b
14,946
c
802
d
606
e
2,958
406
1,811
1,555
1,062
820
109
137
23,017
17,376
-84,189
-368
3,039
56,115
-1,907
38
-132
-107
2,720
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
40,576
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
24,773
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
192,265
5,356,412
0.035894
2017
145,355
5,258,349
0.027643
2016
31,495
4,199,292
0.007500
2015
2014
2
Total
of line 1, column (d)
.....................
2
0.071037
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.023679
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
5,085,691
5
Multiply line 4 by line 3
......................
5
120,424
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
33
7
Add lines 5 and 6
........................
7
120,457
8
Enter qualifying distributions from Part XII, line 4
,.............
8
300,162
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
33
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
33
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
33
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
800
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
800
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
767
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
767
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
No
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.FOUNDATIONTRUST.ORG
14
The books are in care of
JOSEPH SPINAZZOLA
Telephone no.
(781) 620-1683
Located at
49 MYRTLE STREET
MELROSE
MA
ZIP+4
02176
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
JOSEPH SPINAZZOLA
TRUSTEE
40.00
118,211
0
0
49 MYRTLE STREET 2ND FL
MELROSE
,
MA
021763850
ANTHONY SPINAZZOLA
TRUSTEE
20.00
30,000
0
0
49 MYRTLE STREET 2ND FL
MELROSE
,
MA
021763850
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
JOSEPH SPINAZZOLA
TRUSTEE
40.00
118,211
0
0
49 MYRTLE STREET
MELROSE
,
MA
02176
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
COMPLETION, LAUNCH (MARCH 2019), MAINTENANCE AND CONTINUED CONTENT DEVELOPMENT FOR COMPLEXTRAUMA.ORG, A COMPREHENSIVE INFORMATION AND RESOURCE WEBSITE ON CAUSES, EFFECTS, AND INTERVENTION RESPONSES TO INTERPERSONAL VIOLENCE AND TRAUMA DEVELOPED CONSUMERS, SURVIVORS, FAMILY MEMBERS, LOVED ONES, EDUCATORS AND MULTIDISCIPLINARY PROVIDERS. THE COMPLEXTRAUMA.ORG RESOURCE WEBSITE HAD 5,136 VISITORS IN 2019, INCLUDING 2,935 VISITORS FROM ACROSS THE UNITED STATES AND 2,201 FROM 78 COUNTRIES WORLDWIDE. IN ADDITION TO OVER 18,000 PAGE VIEWS IN 2019, THERE WERE OVER 500 DOWNLOADS OF PSYCHOEDUCATIONAL ARTICLES AND OTHER PRINT RESOURCES AND 110 VIEWS OF PSYCHOEDUCATIONAL VIDEOS.
54,370
2
SCHOLARLY RESEARCH ON COMPLEX TRAUMA I. COMPLETION, PEER-REVIEW JOURNAL PUBLICATION, AND WIDESPREAD ONLINE DISSEMINATION THROUGH COMPLEXTRAUMA.ORG AND RESEARCHGATE OF FOUR CLINICALLY AND POLICY-RELEVANT RESEARCH STUDIES ON COMPLEX TRAUMATIC STRESS. II. BLIND PEER-REVIEW SCHOLARLY JOURNAL REVIEWS, REVISION AND FEEDBACK ON FOR MANUSCRIPTS RELATED TO COMPLEX TRAUMAIII. DEVELOPMENTAL TRAUMA DISORDER FIELD TRIAL. A. CONTINUED DATA ANALYSES AND MANUSCRIPT WRITING ON STUDIES AIMED AT ESTABLISHING A COMPLEX TRAUMA-FOCUSED PSYCHIATRIC DIAGNOSES FOR CHILDREN.B. TRANSLATION OF THE DTD STRUCTURED CLINICAL INTERVIEWS INTO GERMAN TO SUPPORT ADDITIONAL RESEARCH ON THIS CONSTRUCT IN GERMANY.
17,731
3
$329,663 IN GRANT AWARDS MADE TO 37 PROGRAMS ACROSS 35 NONPROFIT ORGANIZATIONS REPRESENTING 15 MASSACHUSETTS COMMUNITIES. THESE AWARDS CONSISTED OF $191,851 IN FUNDS THAT WERE DISTRIBUTED IN 2019, INCLUDING $181,201 IN QUALIFYING DISTRIBUTIONS AND $10,650 IN NON-EXEMPT GIFTS. THE AWARDS CONTAINED AN ADDITIONAL $137,812 APPROVED FOR FUTURE DISTRIBUTION IN 2020 AND 2021. 2019 GRANTS INCLUDES $58,719 FOR PROGRAMMING IN FOUNDATION PRIORITY TRACK 1; $73,882 FOR TRACK 2; $16,100 FOR TRACK 3; AND $32,500 FOR TRACK 4.
29,777
4
DEVELOPMENT AND LAUNCH OF THE FOUNDATION TRUST COMPLEX TRAUMA GRAUDATE STUDENT RESEARCH FELLOWSHIP, IN PARTNERSHIP WITH THE TRAUMA AND AFFECTIVE PHYSIOLOGY LAB IN THE DEPARTMENT OF PSYCHOLOGY OF THE NEW SCHOOL FOR SOCIAL RESEARCH IN NEW YORK CITY. GOAL OF FELLOWSHIP IS TO SUPPORT THE EARLY CAREER DEVELOPMENT OF GRADUATE STUDENTS IN PSYCHOLOGY AND RELATED PROFESSIONS WHILE ADVANCING THE EMPIRICAL EVIDENCE BASED ON COMPLEX TRAUMATIC STRESS THROUGH EMPIRICAL DATA ANALYSES AND PUBLICATION OF PEER-REVIEWED SCHOLARLY JOURNAL ARTICLES. FIRST RECIPIENT: NOGA MIRON, DOCTORAL STUDENT IN PSYCHOLOGY AT THE NEW SCHOOL. STUDY IN PROGRESS: META-ANALYSIS OF THE LONG-TERM EFFECTS OF DIFFERENT TYPES OF CHILDHOOD MALTREATMENT AND NEGLECT ON ADULT OUTCOMES, WITH EMPHASIS ON THE EFFECTS OF CHILDHOOD EMOTIONAL ABUSE AND EMOTIONAL NEGLECT.
6,433
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
5,124,775
b
Average of monthly cash balances
.......................
1b
38,363
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
5,163,138
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
5,163,138
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
77,447
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
5,085,691
6
Minimum investment return.
Enter 5% of line 5
..................
6
254,285
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
300,162
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
300,162
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
33
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
300,129
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
a
Applied to 2018, but not more than line 2a
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2019 distributable amount
.....
e
Remaining amount distributed out of corpus
5
Excess distributions carryover applied to 2019.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
2016-05-15
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
164,295
137,601
0
0
301,896
b
85% of line 2a
.........
139,651
116,961
0
0
256,612
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
300,162
192,265
0
0
492,427
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
0
0
0
0
0
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
300,162
192,265
0
0
492,427
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
4,601,570
4,926,940
9,528,510
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
4,600,770
4,926,140
9,526,910
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
0
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
0
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
0
(3)
Largest amount of support
from an exempt organization
0
(4)
Gross investment income
0
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
LAUREN LIECAU
PO BOX 760995
MELROSE
,
MA
02176
(781) 620-1683
ADMINISTRATOR@FOUNDATIONTRUST.COM
b
The form in which applications should be submitted and information and materials they should include:
LETTERS OF INQUIRY SHOULD BE ON OFFICIAL ORGANIZATIONAL LETTERHEAD AND INCLUDE THE FOLLOWING INFORMATION: 1. ORGANIZATION NAME AND COMPLETE CONTACT INFORMATION. 2. BRIEF DESCRIPTION OF ORGANIZATION HISTORY, MISSION, AND PRIMARY ACTIVITIES. 3. GRANT NARRATIVE INCLUDING NATURE OF REQUEST; RATIONALE FOR PROJECT; AND TYPE OF SUPPORT BEING REQUESTED (E.G., TRAINING, FUNDING, OTHER SUPPORT). 4. FOR FUNDING REQUESTS, SPECIFICATION OF TYPE OF AWARD BEING REQUESTED: (E.G., SCHOLARSHIP; EVENT-SPONSORSHIP; UNRESTRICTED SMALL GIFT; GRANT TO SUPPORT ACTIVE PARTNERSHIP WITH THE FOUNDATION TRUST IN ITS CONDUCT OF ITS EXEMPT ACTIVITIES). 5. JUSTIFICATION OF HOW THIS AWARD WILL MAKE A DEMONSTRABLE IMPACT TO APPLICANT ORGANIZATION. 6. COPY OF ORGANIZATIONAL IRS TAX-EXEMPT LETTER AND DOCUMENTATION OF 501(C)(3) STATUS. 7. ORGANIZATIONAL ANNUAL BUDGET AND DETAILED GRANT-SPECIFIC BUDGET. COMPLETE GRANT APPLICATION INSTRUCTIONS AVAILABLE AT WWW.FOUNDATIONTRUST.ORG
c
Any submission deadlines:
ONE ANNUAL GRANT SUBMISSION CYCLE PER YEAR. LETTERS OF INQUIRY DUE ON OR ABOUT MARCH 5TH.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
REQUESTS FOR UNRESTRICTED SMALL GIFTS AND EVENT-SPECIFIC SPONSORSHIP MAY BE SUBMITTED AT ANY TIME AND ARE REVIEWED ON AN ONGOING BASIS. TO COINCIDE WITH THE FOUNDATION'S MISSION OF PROVIDING GRANTMAKING, TRAINING AND RESOURCE DEVELOPMENT FOR SMALL TO MEDIUM-SIZED NEW ENGLAND NONPROFITS IN 4 PRIMARY TRACKS: TRAUMA AND LIFE ADVERSITY; AT-RISK YOUTH AND VULNERABLE COMMUNITIES; ADULTS LIVING WITH CHRONIC CONDITIONS; ADVANCING INCLUSIVITY IN THE ARTS.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
AMESBURY COUNCIL ON AGING
68 ELM STREET
AMESBURY
,
MA
01913
NONE
PARTNERSHIP TO PROVIDE IPADS TO SENIORS TO INCREASE SOCIAL ENGAGEMENT AND ACCESSS TO ONLINE RESOURCES
600
ARLINGTON CATHOLIC SCHOLARSHIPS
16 MEDFORD STREET
ARLINGTON
,
MA
02474
NONE
TUITION SCHOLARSHIPS FOR YOUTH AND FAMILIES IMPACTED BY TRAUMA AND LIFE ADVERSITY
18,000
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVD 120
DENVER
,
CO
80221
NONE
UNRESTRICTED SMALL GIFT TO SUPPORT ROUTINE OPERATING EXPENSES
250
BEACHMONT IMPROVEMENT COMMITTEE
216 CRESCENT AVE
REVERE
,
MA
02151
NONE
UNRESTRICTED SMALL GIFT TO SUPPORT ROUTINE OPERATING EXPENSES
1,000
BRIGHAM & WOMENS FAULKNER HOSPITAL
1153 CENTRE STREET
BOSTON
,
MA
02130
NONE
UNRESTRICTED SMALL GIFT TO SUPPORT ROUTINE OPERATING EXPENSES
100
CACHE IN MEDFORD INC
1 SHIPYARD WAY 204
MEDFORD
,
MA
02155
NONE
SMALL GIFT TO FUND PORTION OF FORMAL NEEDS ASSESSMENT TO ESTABLISH A CENTER FOR THE ARTS IN MEDFORD
1,000
COVENANT HOUSE
30 WASHINGTON ST 918
BRIGHTON
,
MA
02135
NONE
UNRESTRICTED SMALL GIFT TO SUPPORT ROUTINE OPERATING EXPENSES
250
DANA FARBER PAN MASS CHALLENGE
77 4TH AVE
NEEDHAM
,
MA
02494
NONE
UNRESTRICTED SMALL GIFT TO SUPPORT ROUTINE OPERATING EXPENSES
250
DOWNTOWN LYNN CULTURAL DISTRICT CO LYNN MUSEUM
590 WASHINGTON STREET
LYNN
,
MA
01901
NONE
UNRESTRICTED SMALL GIFT TO SUPPORT ROUTINE OPERATING EXPENSES
1,000
TIM SULLIVAN
199 WOODCREST DRIVE
MELROSE
,
MA
02176
NONE
UNRESTRICTED SMALL GIFT TO SUPPORT ROUTINE OPERATING EXPENSES
300
ESSEX NORTH SHORE AGRICULTURAL AND TECHNICAL SCHOOL
565 MAPLE STREET
DANVERS
,
MA
01923
NONE
FUNDING FOR A SOCIAL JUSTICE TRAINING FOR TEACHERS AND STUDENTS AT ESSEX AGRICULTURAL SCHOOL
750
FAMILY & CHILDREN'S SERVICE - LYNN TEEN SCENE
111 NORTH COMMON STREET
LYNN
,
MA
01902
NONE
GRANT TO FUND A VIOLENCE PREVENTION AND ACADEMIC ENRICHMENT SUMMER PROGRAM FOR EXPOSED AND AT-RISK YOUTH OF COLOR
5,000
FOLLOW YOUR ART COMMUNITY STUDIOS
647 MAIN STREET
MELROSE
,
MA
02176
NONE
MULTIYEAR PARTNERSHIP TO ADVANCE INCLUSIVITY IN THE VISUAL ARTS THROUGH ESTABLISHMENT OF FORMAL FELLOWSHIPS FOR EMERGING ARTISTS INCLUDING STUDIO SPACE, SUPPLIES, MENTORING AND GALLERY SHOWINGS; SUPPLEMENTAL FUNDING TO MAKE ART CLASSES ACCESSIBLE TO ADULTS WITH COGNITIVE AND DEVELOPMENTAL IMPAIRMENT
11,000
GIRLS INC
50 HIGH ST
LYNN
,
MA
01902
NONE
UNRESTRICTED SMALL GIFT TO SUPPORT ROUTINE OPERATING EXPENSES
250
GREATER BOSTON STAGE CO
395 MAIN STREET
STONEHAM
,
MA
02180
NONE
MULTIYEAR PARTNERSHIP TO ADVANCE INCLUSIVITY IN THE THEATER ARTS THROUGH PRODUCTION OF CONTEMPORARY PLAYS WRITTEN BY LGBTQ, DISABLED OR MINORITY PLAYWRIGHTS; SUPPLEMENTAL GRANT FUNDING TO MAKE THEATER PERFORMANCE ACCESSIBLE TO ELDERS IN ASSISTED LIVING FACILITIES AND LOW-INCOME INNER-CITY YOUTH
16,660
HAMILTON COUNCIL ON AGING
299 BAY ROAD
SOUTH HAMILTON
,
MA
01982
NONE
PARTNERSHIP TO PROVIDE LOW COST CELL PHONES AND TRAINING IN USE TO DECREASE ISOLATION AND INCREASE COMMUNITY ENGAGEMENT OF SENIORS LIVING WITH CHRONIC CONDITIONS
2,000
HISPANIC SCHOLARSHIP FUND
299 BROADWAY 1310
NEW YORK
,
NY
10007
NONE
UNRESTRICTED SMALL GIFT TO SUPPORT ROUTINE OPERATING EXPENSES
250
IMPACT BOSTON
420 PEARL STREET SUITE 4
MALDEN
,
MA
02148
NONE
GRANT TO FUND A LOCAL AREA SELF-DEFENSE TRAINING FOR AT-RISK WOMEN OF COLOR
1,969
LUMINOSITY ASSOCIATES
157 MAIN STREET
BROCKTON
,
MA
02301
NONE
MULTIYEAR PARTNERSHIP TO DEVELOP AND PILOT A NEW MARTIAL ARTS BASED INTERVENTION FOR YOUTH VICTIMS OF TRAUMA AND VIOLENCE
15,000
WASHINGTON SQUARE RESIDENCY LYNN HOME FOR WOMEN INC
144 BROAD STREET
LYNN
,
MA
01901
NONE
CHALLENGE GRANT ISSUED AS PREMIER SPONSOR OF 2019 FUNDRAISER TO PROVIDE HOUSING FOR HIGH-RISK WOMEN AND OTHERS IMPACTED BY HOMELESSNESS, MENTAL ILLNESS, SUBSTANCE USE AND VIOLENCE
10,000
MALDEN YMCA
99 DARTMOUTH STREET
MALDEN
,
MA
02148
NONE
MULTIYEAR PARTNERSHIP TO ESTABLISH POP-UP FOOD MARKETS, SUPPLY FAMILY FOOD PANTRIES WITHIN AREA HIGH SCHOOLS, AND EXPAND WEEKLY FOOD AND ESSENTIAL HOUSEHOLD ITEM OFFERINGS WITHIN THE MALDEN YMCA'S PRIMARY REGIONAL FOOD PANTRY
7,000
MALDEN YMCA
99 DARTMOUTH STREET
MALDEN
,
MA
02148
NONE
GRANT PROVIDING AFTERSCHOOL PROGRAMMING EMPHASIZING ADVANCEMENT OPPORTUNTIES FOR YOUTH OF COLOR AND LOW-INCOME YOUTH
3,000
MEDFORD PUBLIC LIBRARY
200 BOSTON AVE SUITE G-350
MEDFORD
,
MA
02155
NONE
MULTIYEAR PARTNERSHIP TO BUILD, FURNISH AND DESIGN USE OF A DEDICATED FAMILY COUNSELING ROOM WITHIN THE NEW MEDFORD PUBLIC LIBRARY
10,000
MEDFORD PUBLIC SCHOOL CENTER FOR CITIZENSHIP AND SOCIAL RESPONSIBILITY
489 WINTHROP STREET
MEDFORD
,
MA
02155
NONE
GRANT TO FUND STUDENT-LEAD LGBTQ AWARENESS TRAINING WITHIN MEDFORD PUBLIC SCHOOLS
1,500
MGH YOUTH ZONE
800 BROADWAY
REVERE
,
MA
02151
NONE
PARTNERSHIP TO EXPAND AFTERSCHOOL PROGAMMING TO INCLUDE INTERACTIVE, STEM-BASED LEARNING COURSES
6,210
MELROSE HUMAN RIGHTS COMMISSION
562 MAIN STREET
MELROSE
,
MA
02176
NONE
MULTIYEAR PARTNERSHIP TO ESTABLISH THE FOUNDATION TRUST SPEAKER SERIES AND SERVE AS PREMIER SPONSOR FOR ANNUAL LGBTQ PRIDE EVENT
4,000
MYSTIC VALLEY ELDER SERVICES
300 COMMERCIAL STREET 19
MALDEN
,
MA
02148
NONE
UNRESTRICTED SMALL GIFT TO SUPPORT ROUTINE OPERATING EXPENSES
1,000
NEIGHBORHOOD COUNSELING AND COMMUNITY SERVICES
403 HIGHLAND AVE SUITE 202
SOMERVILLE
,
MA
02144
NONE
GRANT TO PILOT AND EVALUATE AN ANGER MANAGEMENT THERAPY GROUP FOR LGBQ TGNC INDIVIDUALS, AND FOR AGENCY DIRECTOR TO TAKE A SPANISH LANUAGE EMERGENCY COURSE AND FLUENCY EXAM TO PROVIDE CLINICAL SERVICES TO SPANISH-LANGUAGE TRAUMA VICTIMS
4,975
NEVINS NURSING & REHAB CENTER
10 INGALLS CT
METHUEN
,
MA
01844
NONE
PARTNERSHIP TO PROVIDE LIVE MUSIC PROGRAMMING TO INCREASE SOCIAL ENGAGEMENT OF SENIORS WITH CHRONIC CONDITIONS LIVING WITHIN A RESIDENTIAL CARE FACILITY
2,000
NEW ENGLAND HOMES FOR THE DEAF
154 WATER STREET 1
DANVERS
,
MA
01923
NONE
UNRESTRICTED SMALL GIFT TO SUPPORT ROUTINE OPERATING EXPENSES
1,000
NORTH SHORE PHILHARMONIC ORCHESTRA
PO BOX 426
GLOUCESTER
,
MA
01930
NONE
UNRESTRICTED SMALL GIFT TO SUPPORT ROUTINE OPERATING EXPENSES
500
PATTON HOMESTEAD
650 ASBURY STREET
SOUTH HAMILTON
,
MA
01982
NONE
GRANT TO FUND 75TH ANNIVERSARY D-DAY CELEBRATION EVENT
1,000
PORTAL TO HOPE
170 SAVIN STREET 5TH FLOOR
MALDEN
,
MA
02148
NONE
UNRESTRICTED MULTIYEAR GIFT TO FUND PORTION OF EMERGENCY SHELTER COSTS FOR TEEN AND YOUNG ADULT VICTIMS OF INTIMATE PARTNER VIOLENCE AND FAMILIAL VIOLENCE
5,000
PREVENT CANCER FOUNDATION
1600 DUKE STREET SUITE 500
ALEXANDRIA
,
VA
22314
NONE
UNRESTRICTED SMALL GIFT TO SUPPORT ROUTINE OPERATING EXPENSES
500
MGH REVERE HEALTHCARE CENTERE REVERE CARES
300 OCEAN AVE
REVERE
,
MA
02151
NONE
SMALL GIFT TO SPONSOR STUDENT SELF-CARE EVENT AT REVERE HIGH SCHOOL WITH EMPHASIS ON SUICIDE PREVENTION, MENTAL HEALTH AND WELL-BEING
2,500
REVERE COMMUNITY SCHOOL
101 SCHOOL STREET
REVERE
,
MA
02151
NONE
MULTIYEAR PARTNERSHIP TO PROVIDE ESL CLASSES, CITIZENSHIP CLASSES AND COMPUTER TO ADULT IMMIGRANTS
8,312
REVERE HIGH SCHOOL CENTER FOR CITIZENSHIP AND SOCIAL RESPONSIBILITY
101 SCHOOL STREET
REVERE
,
MA
02151
NONE
GRANT TO REPLICATE MEDFORD PUBLIC SCHOOL'S SUCCESSFUL CENTER FOR CITIZENSHIP AND SOCIAL RESPONSIBILITY WITHIN REVERE HIGH SCHOOL
1,500
REVERE HIGH SCHOOL GAY STRAIGHT ALLIANCE
101 SCHOOL STREET
REVERE
,
MA
02151
NONE
MULTIYEAR PARTNERSHIP TO SPONSOR SENSITIVITY AND AWARENESS TRAINING, PSYCHOEDUCATIONAL PROGRAMMING AND FIELD TRIPS FOR LGBTQ STUDENTS AND ALLIES
2,000
REVERE HISTORICAL SOCIETY
108 BEACH STREET
REVERE
,
MA
02151
NONE
UNRESTRICTED SMALL GIFT TO SUPPORT ROUTINE OPERATING EXPENSES
2,000
COMMUNITY ACTION PROGRAMS INTER-CITY INC
100 EVERETT AVE 14
CHELSEA
,
MA
02150
NONE
MULTIYEAR PARTNERSHIP TO EXPAND SUMMER CAMP PROGRAMMING AND DELIVER PSYCHOEDUCATION FOR YOUTH AT-RISK FOR PEER VIOLENCE AND IMPROVE RAPPORT BETWEEN UNDERPRIVILEDGED YOUTH OF COLOR AND THE POLICE DEPARTMENT
8,500
REVERE YOUTH IN ACTION CO WOMEN ENCOURAGING EMPOWERMENT INC
50 WALNUT AVE
REVERE
,
MA
02125
NONE
PARTNERSHIP TO PROVIDE COMMUNITY-BASED, AFTERSCHOOL PROGRAMMING TO AT-RISK YOUTH OF COLOR
5,000
SAUGUS ACTION VOLUNTEERS FOR THE INVIRONMENT
36 PLEASANT STREET
SAUGUS
,
MA
01906
NONE
MULTIYEAR PARTNERSHIP TO REPLACE DEAD TREES AND PLANT ADDITIONAL TREES ON PUBLIC STREETS THROUGHOUT THE TOWN OF SAUGUS
10,000
SHARE YOUR LOVE FOUNDATION
34 MALDEN STREET
EVERETT
,
MA
02149
NONE
PARNTERSHIP TO PROVIDE AN SAT PREP COURSE FOR UNDERRESOURCED YOUTH OF COLOR AND IMMIGRANT YOUTH
3,000
SISTERS OF ST BENEDICT
802 E 10TH STREET
FERDINAND
,
IN
47532
NONE
UNRESTRICTED SMALL GIFT TO SUPPORT ROUTINE OPERATING EXPENSES
250
SISTERS OF ST FRANCIS OF ASSISI
3221 S LAKE DR
ST FRANCIS
,
WI
53235
NONE
UNRESTRICTED SMALL GIFT TO SUPPORT ROUTINE OPERATING EXPENSES
250
THE BRIDGE CENTER
470 PINE STREET
BRIDGEWATER
,
MA
02324
NONE
PARNTERSHIP TO PROVIDE EQUINE-ASSISTED THERAPY TO ADULTS WITH DISABILITIES
5,000
THE TREVOR PROJECT
PO BOX 69232
HOLLYWOOD
,
CA
90069
NONE
UNRESTRICTED SMALL GIFT TO SUPPORT ROUTINE OPERATING EXPENSES
250
ST MARY'S SCHOOL
4 MYRTLE STREET
MELROSE
,
MA
02176
NONE
TUITION SCHOLARSHIPS FOR YOUTH AND FAMILIES IMPACTED BY TRAUMA AND LIFE ADVERSITY
8,725
UNITED NEGRO COLLEGE FUND
1805 7TH STREET
WASHINGTON
,
DC
20001
NONE
UNRESTRICTED SMALL GIFT TO SUPPORT ROUTINE OPERATING EXPENSES
250
ZEN CENTER NORTH SHORE
123 PARK STREET
BEVERLY
,
MA
01915
NONE
UNRESTRICTED SMALL GIFT TO SUPPORT ROUTINE OPERATING EXPENSES
1,000
Total
.................................
3a
191,851
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
139,522
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
40,576
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
180,098
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
180,098
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description