| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ACCOUNTING/TAX | 17,657 | 0 | 0 | 0 |
| Category | Amount |
|---|---|
| NONE | 0 |
| Grantee's Name | Grantee's Address | Grant Date | Grant Amount | Grant Purpose | Amount Expended By Grantee | Any Diversion By Grantee? | Dates of Reports By Grantee | Date of Verification | Results of Verification |
|---|---|---|---|---|---|---|---|---|---|
| TIANYU SU |
29 GARDEN ST 311 CAMBRIDGE,MA02138 |
2020-02-11 | 13,000 | THE GRANT PURPOSE WAS FOR RESEACH FOR RENTIFY CHINATOWN, A GROUP THAT BUILDS TOOLS TO ENGAGE LOWER INCOME AND AGING COMMUNITIES IN THE URBAN PLANNING PROCESS USING DIGITAL PLATFORMS, WHICH BETTER COLLECTS INPUTS FROM LOCAL RESIDENTS AND VISUALIZE CHALLENGES AND OPPORTUNITIES. | 13,000 | NONE | JUNE 30, 2020 | 2020-06-30 | THE ORGANIZATION REQUIRED THAT THE RESEARCH BE COMPLETED AND SUBMITTED BY JUNE 30, 2020. UPON RECEIPT OF RESEARCH AND REVIEW BY THE ORGANIZATIONS BOARD THE FINAL PAYMENT IS MADE TO GRANTEE. RESULTS OF THE RESEARCH PERFORMED BY GRANTEE WAS COMPLETED AND VERIFIED BY THE ORGANIZATION. THE RESEARCH WAS PUBLISHED IN AUGUST OF 2020.GRANT ISSUED FEBRUARY 11, 2020 WITH FINAL PAYMENT MADE ON JULY 8, 2020 AFTER PERFORMANCE VERIFIED. |
| LAILA FOZOUNI |
1420 25TH AVE 2 SAN FRANCISCO,CA94122 |
2020-02-11 | 10,000 | GRANT ISSUED FOR RESEARCH RELATED TO DESIGNING SHELTERS FOR DIGNITY, AN ORGANIZATION THAT IS WORKING TO IMPROVE THE PHYSICAL CONDITIONS OF EMERGENCY HOMELESS SHELTERS IN THE UNITED STATES. | 10,000 | NONE | JUNE 30, 2020 | 2020-06-30 | THE ORGANIZATION REQUIRED THAT THE RESEARCH BE COMPLETED AND SUBMITTED BY JUNE 30, 2020. UPON RECEIPT OF RESEARCH AND REVIEW BY THE ORGANIZATIONS BOARD THE FINAL PAYMENT IS MADE TO GRANTEE. RESULTS OF THE RESEARCH PERFORMED BY GRANTEE WAS COMPLETED AND VERIFIED BY THE ORGANIZATION. THE RESEARCH WAS PUBLISHED IN AUGUST OF 2020. GRANT ISSUED FEBRUARY 11, 2020 WITH FINAL GRANT PAYMENT OF JULY 17, 2020 AFTER PERFORMANCE VERIFIED. |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| EASTERN BANK INVESTMENTS | FMV | 392,620 | 692,620 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| BANK FEES | 4,692 | 4,404 | 0 | 0 |
| FILING FEES | 70 | 0 | 0 | 0 |
| OFFICE/ADMINISTRATIVE EXPENSE | 4,326 | 0 | 0 | 0 |
| INSURANCE | 999 | 0 | 0 | 0 |
| STRIPE & SQUARE FEES | 696 | 0 | 0 | 0 |
| PROGRAM EXPENSES | 57,205 | 0 | 0 | 0 |
| ADVERTISING EXPENSES | 110 | 0 | 0 | 0 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| TAX REFUND AND SPEAKING FEE | 103 | 103 | |
| GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | 50 | 50 |
| Description | Amount |
|---|---|
| UNREALIZED GAIN ON STOCKS | 48,425 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| WEB DESIGN AND DEVELOPMENT | 3,795 | 0 | 0 | 0 |
| OUTSIDE CONTRACT SERVICES | 375 | 0 | 0 | 0 |
| Name | Address |
|---|---|
| MARK DAWSON |
36 ARDEN ROAD WATERTOWN,MA02472 |
| CHRISTOPHER SGARZI |
33 MAPLE STREET CONCORD,MA01742 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| PAYROLL TAX | 447 | 0 | 0 | 0 |