efile Public Visual Render
ObjectId: 202510159349100021 - Submission: 2025-01-15
TIN: 04-3226725
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. 1545-0047
20
23
Open to Public Inspection
For calendar year 2023, or tax year beginning
03-01-2023
, and ending
02-29-2024
Name of foundation
KARP FAMILY FOUNDATION STEPHEN R AND
JILL E KARP TRUSTEES
Number and street (or P.O. box number if mail is not delivered to street address)
CO NED 75 PARK PLAZA THIRD FLOOR
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON
,
MA
02116
A Employer identification number
04-3226725
B
Telephone number (see instructions)
(617) 965-8700
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)
$
536,800
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)
1,336,576
2
Check
.............
3
Interest on savings and temporary cash investments
894
894
4
Dividends and interest from securities
...
440
440
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
2,599,301
b
Gross sales price for all assets on line 6a
3,933,554
7
Capital gain net income (from Part IV, line 2)
...
2,599,301
8
Net short-term capital gain
.........
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)
.......
List of Attached Documents:
// Content
133
133
12
Total.
Add lines 1 through 11
........
3,937,344
2,600,768
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
List of Attached Documents:
// Content
46,078
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
List of Attached Documents:
// Content
48,319
37,642
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
94,397
37,642
0
25
Contributions, gifts, grants paid
.......
4,144,929
4,144,929
26
Total expenses and disbursements.
Add lines 24 and 25
4,239,326
37,642
4,144,929
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-301,982
b
Net investment income
(if negative, enter -0-)
2,563,126
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2023)
Page 2
Form 990-PF (2023)
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
.............
2
Savings and temporary cash investments
.........
425,243
150,125
150,125
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)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
427,224
List of Attached Documents:
// Content
386,675
386,675
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
852,467
536,800
536,800
17
Accounts payable and accrued expenses
..........
20,685
7,000
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)
.........
20,685
7,000
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
........
94
94
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
831,688
529,706
29
Total net assets or fund balances
(see instructions)
.....
831,782
529,800
30
Total liabilities and net assets/fund balances
(see instructions)
.
852,467
536,800
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
831,782
2
Enter amount from Part I, line 27a
.....................
2
-301,982
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
529,800
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
529,800
Form
990-PF
(2023)
Page 3
Form 990-PF (2023)
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
FIDELITY TRANSACTIONS: MARCH 2023 TO FEB 2024
D
b
FIDELITY TRANSACTIONS: MARCH 2023 TO FEB 2024
D
c
d
e
(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
3,419,251
951,193
2,468,058
b
514,303
383,060
131,243
c
d
e
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
2,468,058
b
131,243
c
d
e
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
2,599,301
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
Part V
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)
1
35,627
b
All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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
35,627
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
35,627
6
Credits/Payments:
a
2023 estimated tax payments and 2022 overpayment credited to 2023
6a
42,600
b
Exempt foreign organizations—tax withheld at source
......
6b
0
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
25,000
d
Backup withholding erroneously withheld
..........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
67,600
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
List of Attached Documents:
// Content
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
31,973
11
Enter the amount of line 10 to be:
Credited to 2024 estimated tax
31,973
Refunded
11
0
Form
990-PF
(2023)
Page 4
Form 990-PF (2023)
Page
4
Part VI-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 the instructions
for the 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 XIV.
.................................
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
List of Attached Documents:
// Content
...............................
10
Yes
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
N/A
14
The books are in care of
THE KARP FAMILY FOUNDATION
Telephone no.
(617) 965-8700
Located at
75 PARK PLAZA THIRD FLR
BOSTON
MA
ZIP+4
02116
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 2023, 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
Form
990-PF
(2023)
Page 5
Form 990-PF (2023)
Page
5
Part VI-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?
...........
1a(1)
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
..............................
1a(2)
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
...........
1a(3)
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
............
1a(4)
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)?
......................
1a(5)
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.)
...............
1a(6)
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
c
Organizations relying on a current notice regarding disaster assistance check here
........
d
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 2023?
.............
1d
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?
....................
2a
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?
..............................
3a
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.)
.....................
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 2023?
..
4b
No
Form
990-PF
(2023)
Page 6
Form 990-PF (2023)
Page
6
Part VI-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))?
..........
5a(1)
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
....................
5a(2)
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
.............
5a(3)
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
........................
5a(4)
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?
.............
5a(5)
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
c
Organizations relying on a current notice regarding disaster assistance check
.........
d
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?
.................
5d
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?
.............................
6a
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?
7a
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?
.........................
8
No
Part VII
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
STEPHEN R KARP
TRUSTEE
0.20
0
0
0
3 POSSUM ROAD
WESTON
,
MA
02493
JILL E KARP
TRUSTEE
0.20
0
0
0
3 POSSUM ROAD
WESTON
,
MA
02493
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
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2023)
Page 7
Form 990-PF (2023)
Page
7
Part VII
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 VIII-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
NONE
0
2
3
4
Part VIII-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
NONE
0
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2023)
Page 8
Form 990-PF (2023)
Page
8
Part IX
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
33,065
b
Average of monthly cash balances
.......................
1b
201,877
c
Fair market value of all other assets (see instructions)
................
1c
370,796
d
Total
(add lines 1a, b, and c)
.........................
1d
605,738
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
605,738
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
9,086
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
596,652
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
29,833
Part X
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 IX, line 6
..................
1
29,833
2a
Tax on investment income for 2022 from Part V, line 5
.......
2a
35,627
b
Income tax for 2022. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
35,627
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
0
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
0
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1
...
7
0
Part XI
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
4,144,929
b
Program-related investments—total from Part VIII-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 XII, line 4.
.......
4
4,144,929
Form
990-PF
(2023)
Page 9
Form 990-PF (2023)
Page
9
Part XII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1
Distributable amount for 2023 from Part X, line 7
0
2
Undistributed income, if any, as of the end of 2022:
a
Enter amount for 2022 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2022:
a
From 2018
......
3,937,354
b
From 2019
......
2,830,832
c
From 2020
......
1,938,167
d
From 2021
......
1,477,891
e
From 2022
......
4,382,780
f
Total
of lines 3a through e
........
14,567,024
4
Qualifying distributions for 2023 from Part
XI, line 4:
$
4,144,929
a
Applied to 2022, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2023 distributable amount
.....
0
e
Remaining amount distributed out of corpus
4,144,929
5
Excess distributions carryover applied to 2023.
0
0
(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
18,711,953
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
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
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024
..........
0
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)
.......
0
8
Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions)
...
3,937,354
9
Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a
......
14,774,599
10
Analysis of line 9:
a
Excess from 2019
....
2,830,832
b
Excess from 2020
....
1,938,167
c
Excess from 2021
....
1,477,891
d
Excess from 2022
....
4,382,780
e
Excess from 2023
....
4,144,929
Form
990-PF
(2023)
Page 10
Form 990-PF (2023)
Page
10
Part XIII
Private Operating Foundations
(see instructions and Part VI-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 2023, enter the date of the ruling
......
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 IX for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2023
(b)
2022
(c)
2021
(d)
2020
b
85% (0.85) of line 2a
.........
c
Qualifying distributions from Part XI,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed
..
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)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XIV
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).)
STEPHEN R KARP
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 email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2023)
Page 11
Form 990-PF (2023)
Page
11
Part XIV
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
A SAFE PLACE
5B WINDY WAY
NANTUCKET
,
MA
02554
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
3,000
ALEXANDER TWILIGHT ACADEMY
195 W NEWTON ST 2
BOSTON
,
MA
02116
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
5,000
ARTISTS ASSOCIATION OF NANTUCKET
24 AMELIA DRIVE
NANTUCKET
,
MA
02554
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
1,000
BELMONT HILL SCHOOL
350 PROSPECT ST
BELMONT
,
MA
02478
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
62,500
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVE
BOSTON
,
MA
02215
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
200,000
BOSTON MEDICAL CENTER
801 MASSACHUSETTS AVE 1ST FLOOR
BOSTON
,
MA
02118
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
25,000
BOSTON YOUTH SANCTUARY
2216 DORCHESTER AVE
DORCHESTER CENTER
,
MA
02124
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
998,830
BOYS AND GIRLS CLUB OF BOSTON
200 HIGH ST STE 3B
BOSTON
,
MA
02110
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
10,000
BRANDEIS UNIVERSITY
MS 126 PO BOX 549110
WALTHAM
,
MA
02453
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
50,000
BRIDGE OVER TROUBLED WATERS
47 WEST STREET
BOSTON
,
MA
02111
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
10,000
BRIGHAM & WOMEN'S HOSPITAL
BRIGHAM CIRCLE SOCIETY 116
HUNTINGON AVE FL 5
BOSTON
,
MA
02116
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
25,000
BROTHERS FOR LIFE
270 SOUTH HANFORD STREET SUITE 207
SEATTLE
,
WA
98134
NONE
PUBLIC CHARITY
CHARITY CONTRIBUTION
1,000
CHILDRENS TRUST INC
55 COURT ST FL 4
BOSTON
,
MA
02108
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
10,000
COMBINED JEWISH PHILANTHROPIES
126 HIGH STREET
BOSTON
,
MA
02110
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
600,000
COMMUNITY FOUNDATION FOR NANTUCKET
117 ORANGE ST
NANTUCKET
,
MA
02554
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
15,000
COREY JOHNSON PROGRAM FOR POST TRAMATIC HEALING
328 WARREN STREET
ROXBURY
,
MA
02119
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
5,000
CRADLES TO CRAYONS
PO BOX 411310
BOSTON
,
MA
02241
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
20,000
CROSSROADS
199 MYRTLE ST
DUXBURY
,
MA
02332
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
50,000
DANA-FARBER CANCER INSTITUTE
PO BOX 3324
PALM BEACH
,
FL
33480
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
75,000
ELLIS EARLY LEARNING
58 BERKELEY ST
BOSTON
,
MA
02116
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
10,000
EMERSON COLLEGE
120 BOYLSTON ST
BOSTON
,
MA
02116
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
5,000
FACING HISTORY & OURSELVES
16 HURD ST
BROOKLINE
,
MA
02445
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
500,000
FAIRWINDS
20 VESPER LN L-1 GOUIN VILLAGE
NANTUCKET
,
MA
02554
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
5,000
FAMILY AID BOSTON
3815 WASHINGTON ST
BOSTON
,
MA
02130
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
2,500
FAMILY MOVEMENT INC
PO BOX 240794
BOSTON
,
MA
02124
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
5,000
FOUNDATION MASS EYE & EAR INC
243 CHARLES STREET
BOSTON
,
MA
02114
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
43,750
GAVIN FOUNDATION ROAD TO RECOVERY GALA
PO BOX E-15
BOSTON
,
MA
02127
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
25,000
GETTING TO WE INC
5120 MAYFIELD ROAD 155
CLEVELAND
,
OH
44124
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
9,000
GOALS - GLOBAL OUTREACH AND LOVE OF SOCCER
23419 28 AVES
DES MOINES
,
WA
98198
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
5,000
GRUBSTREET
162 BOYLSTON ST 5TH FLR
BOSTON
,
MA
02116
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
7,000
HEADING HOME
186 MASSACHUSETTS AVENUE
BOSTON
,
MA
02115
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
5,000
HEBREW SENIOR LIFE
1200 CENTRE ST
ROSLINDALE
,
MA
02131
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
20,000
HORIZONS FOR HOMELESS CHILDREN
1785 COLUMBUS AVE
ROXBURY
,
MA
02119
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
10,000
HOSPITALITY HOMES INC
PO BOX 15265
BOSTON
,
MA
02215
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
33,333
HUNTINGTON THEATRE COMPANY
264 HUNTINGTON AVE
BOSTON
,
MA
02115
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
5,000
IRISE ABOVE FOUNDATION
5403 37TH AVE
HYATTSVILLE
,
MD
20781
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
5,000
JEWISH COMMUNITY CENTERS OF
333 NAHANTON STREET
NEWTON
,
MA
02459
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
20,000
JOHN WINTHROP SCHOOL
66 MARLBOROUGH ST
BOSTON
,
MA
02116
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
5,000
LAHEY CLINIC
41 MALL RD
BURLINGTON
,
MA
01805
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
200,000
LOVIN' SPOONFULS INC
189 WELLS AVE STE 100
NEWTON
,
MA
02459
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
10,000
MARIA MITCHELL ASSOCIATION
33 WASHINGTON ST
NANTUCKET
,
MA
02554
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
10,000
MARINE MAMMAL ALLIANCE NANTUCKET
PO BOX 3625
NANTUCKET
,
MA
02584
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
1,000
MAYYIM HAYYIM LIVING WATERS
1838 WASHINGTON ST
NEWTON
,
MA
02466
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
10,000
MUSEUM OF AFRICAN AMERICAN HISTORY
46 JOY ST
BOSTON
,
MA
02114
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
5,000
NANTUCKET BOOK FOUNDATION INC
PO BOX 5267
NANTUCKET
,
MA
02554
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
10,000
NANTUCKET CENTER FOR ELDER AFFAIRS
PO BOX 3643
NANTUCKET
,
MA
02584
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
1,000
NANTUCKET COMEDY FESTIVAL
PO BOX 2336
NANTUCKET
,
MA
02584
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
5,016
NANTUCKET CONSERVATION FOUNDATION
PO BOX 12
NANTUCKET
,
MA
02554
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
5,000
NANTUCKET COTTAGE HOSPITAL
57 PROSPECT ST
NANTUCKET
,
MA
02554
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
100,000
NANTUCKET FOOD PANTRY
10 WASHINGTON ST
NANTUCKET
,
MA
02554
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
2,500
NANTUCKET GOLF CLUB FOUNDATION
PO BOX 313
SASCONSET
,
MA
02564
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
34,000
NANTUCKET HISTORICAL ASSOCIATION
PO BOX 1106
NANTUCKET
,
MA
02554
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
5,000
NANTUCKET INTERFAITH COUNCIL
2 MADAKET RD
NANTUCKET
,
MA
02554
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
2,500
NANTUCKET NEW SCHOOL
15 NOBADEER FARM RD
NANTUCKET
,
MA
02554
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
3,000
NANTUCKET PRESERVATION TRUST
11 CENTRE ST
NANTUCKET
,
MA
02554
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
5,000
NANTUCKET SAFE HARBOR FOR ANIMALS
PO BOX 2844
NANTUCKET
,
MA
02584
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
10,000
NATIONAL BRAIN TUMOR SOCIETY
55 CHAPEL STREET STE 200
NEWTON
,
MA
02458
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
1,000
NATIONAL MENTORING PARTNERSHIP INC
201 SOUTH ST 15
BOSTON
,
MA
02111
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
1,000
NEW ENGLAND AQUARIUM
ONE CENTRAL WHARF
BOSTON
,
MA
02110
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
10,000
NEW ENGLAND BAPTIST HOSPITAL
125 PARKER HILL AVE
BOSTON
,
MA
02120
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
25,000
NEW ENGLAND COMMUNITY SERVICES INC
2288 DORCHESTER AVENUE
DORCHESTER CENTER
,
MA
02124
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
5,000
NEWTON WELLESLEY HOSPITAL
2014 WASHINGTON ST
NEWTON
,
MA
02462
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
12,500
NICKLAUS CHILDRENS HEALTH CARE FOUNDATION
11780 US HIGHWAY ONE SUITE 105
NORTH PALM BEACH
,
FL
33408
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
5,000
OFFSHORE ANIMAL HOSPITAL
11 CROOKED LN
NANTUCKET
,
MA
02554
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
5,000
PALLIATIVE AND SUPPORTIVE CARE OF
57 PROSPECT STREET
NANTUCKET
,
MA
02554
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
5,000
PERKINS SCHOOL FOR THE BLIND
175 N BEACON ST
WATERTOWN
,
MA
02472
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
25,000
PLANNED PARENTHOOD
1055 COMMONWEALTH AVE
BOSTON
,
MA
02215
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
5,000
TEAM IMPACT
500 VICTORY RD 4TH FL
QUINCY
,
MA
02171
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
5,000
TEMPLE BETH AVODAH
45 PUDDINGSTONE LN
NEWTON CENTRE
,
MA
02459
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
115,000
THE ABILITY EXPERIENCE
3701 ARCO CORPORATE DR 500
CHARLOTTE
,
NC
28273
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
1,000
THE BOSTON FOUNDATION
75 ARLINGTON ST
BOSTON
,
MA
02116
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
20,000
THE JOEY FUND
220 NORTH MAIN ST STE 104
NATICK
,
MA
01760
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
50,000
THE SECOND STEP INC
PO BOX 600213
NEWTONVILLE
,
MA
02460
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
10,000
THEATRE WORKSHOP OF NANTUCKET INC
PO BOX 1297
NANTUCKET
,
MA
02554
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
50,000
UNION COLLEGE
807 UNION ST
SCHENECTADY
,
NY
12308
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
408,500
UNITED WAY
PO BOX 412866
BOSTON
,
MA
02241
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
77,500
WGBHNOVA
ONE GUEST STREET
BOSTON
,
MA
02135
NONE
PUBLIC CHARITY
CHARITABLE CONTRIBUTION
2,500
Total
.................................
3a
4,144,929
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2023)
Page 12
Form 990-PF (2023)
Page
12
Part XV-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
...........
14
894
4
Dividends and interest from securities
....
14
440
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
.....
14
133
8
Gain or (loss) from sales of assets other than
inventory
............
18
2,599,301
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
2,600,768
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
2,600,768
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
3
INVESTMENT INCOME
4
INVESTMENT INCOME
7
INVESTMENT INCOME
8
INVESTMENT INCOME
Form
990-PF
(2023)
Page 13
Form 990-PF (2023)
Page
13
Part XVI
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.
2025-01-14
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
ANGELA PARZIALE
Preparer's Signature
Date
2025-01-08
Check if self-
employed
PTIN
P00852403
Firm's name
WALTER SHUFFAIN ADVISORS INC
Firm's EIN
04-3236498
Firm's address
ONE INTERNATIONAL PLACE SUITE 1010
BOSTON
,
MA
02110
Phone no.
(617) 447-2700
Form
990-PF
(2023)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description