| 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 |
|---|---|---|---|---|---|---|---|---|---|
|
EDU21C |
31 ST JAMES AVE 740 BOSTON,MA02116 |
2020-03-09 | 450,000 | ALL FUNDS MUST BE EXPENDED FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. THE GRANTEE HAS A FISCAL YEAR ENDING DECEMBER 31ST. AS OF SEPTEMBER 30, 2020, THE TAXPAYER HAS CONFIRMED THE GRANTEE HAS PROPERLY USED ALL FUNDS. A DETAILED STATEMENT OF USE OF FUNDS IS AVAILABLE UPON REQUEST | VARIOUS | ALL FUNDS PROPERLY SPENT |
| Description | Beginning of Year - Book Value | End of Year - Book Value | End of Year - Fair Market Value |
|---|---|---|---|
| INVESTMENTS | 430,201 | 464,256 | 565,180 |
| Description | Amount |
|---|---|
| ROUNDING | 2 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| OTHER EXPENSES | 4,157 | 4,157 | 0 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| PRECISION CAPITAL | 298 | 298 | 0 | |
| SCHWAB GROWTH | 2,871 | 2,871 | 0 | |
| SCHWAB CONSERVATIVE | 0 | 0 | 0 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| BOSTON PRIVATE | 250 | 250 | 0 |