| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| TAX PREP FEE | 12,500 | 7,500 | 5,000 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|
|
MWC FOUNDATION INC CO THOMAS P JALKUT |
155 SEAPORT BOULEVARD BOSTON,MA02210 |
2021-06-14 | 5,600,000 | GENERAL SUPPORT FOR MWC FOUNDATION, INC.'S CHARITABLE PURPOSES. | 4,000,000 | NO FUNDS HAVE BEEN DIRECTED TO ANY ACTIVITY OTHER THAN ORIGINALLY STATED. | NOVEMBER 3, 2022 | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
| Name of Bond | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| CORPORATE BONDS | 3,700,152 | 3,985,364 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| CORPORATE STOCK | 7,985,889 | 26,236,230 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| LEGAL FEES | 139,578 | 83,747 | 55,831 |
| Description | Amount |
|---|---|
| NET ASSET ADJUSTMENT CASH | 367,891 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| OFFICE SUPPLIES/TECH SUPPORT | 521 | 0 | 521 | |
| UTILITIES | 3,500 | 0 | 3,500 | |
| MA FILING FEES | 250 | 0 | 250 | |
| SUBSCRIPTIONS | 60 | 0 | 60 | |
| BANK FEES | 5 | 0 | 5 |
| Description | Amount |
|---|---|
| NET ASSET ADJUSTMENT FOR STOCK DONATED TO MWC FOUNDATION | 3,834,869 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT | 169,125 | 101,475 | 67,650 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| PAYROLL TAXES | 8,079 | 0 | 8,079 | |
| MA DIV OF EMPLOYMENT & TRAINING | 493 | 0 | 493 | |
| EXCISE TAX | 22,980 | 0 | 0 | |
| MASS WORKERS COMP | 323 | 0 | 323 |