Liabilities / Assets
13th percentile
Higher debt load relative to assets than 13% of similar nonprofits.
Davis Educational Foundation
990 • Fiscal year 2020 • EIN 04-2864042
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.02x
Liabilities / Revenue
55th percentile
Higher debt load relative to revenue than 55% of similar nonprofits.
Net Margin
3rd percentile
Higher net margin than 3% of similar nonprofits.
Top Officer Pay
7th percentile
Higher top officer pay than 7% of similar nonprofits.
Top officer pay equals 3.5% of source-year revenue.
Asset Growth
50th percentile
Faster asset growth than 50% of similar nonprofits.
Revenue Growth
Score unavailable
A valid growth rate could not be computed from the available filing history.
Balance Sheet
Assets
Up$118,032,353
Up $6,110,995 (+5.5%) from 2019
Net Assets
Up$115,519,510
Up $5,569,944 (+5.1%) from 2019
Liabilities
Up$2,512,843
Up $541,051 (+27%) from 2019
Revenue And Expenses
Revenue
Up$4,067,678
Up $4,373,597 (+1430%) from 2019
Expenses
Up$7,457,806
Up $3,878,138 (+108%) from 2019
Net Income
Up-$3,390,128
Up $495,459 (+13%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2020 to Dec 31, 2020
- Signed
- Oct 20, 2021
- Return Version
- 2020v4.1
- Gross Receipts
- $18,021,687
Mission and Program Overview
Mission
To strengthen the undergraduate programs of public and private, regionally accredited baccalaureate degree granting colleges and universities located in New England through grants.
Awards Grants
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $80,746,556 | $81,437,237 | ▲ $690,681 |
| Investments Other Securities | $30,398,321 | $33,175,481 | ▲ $2,777,160 |
| Savings and Temporary Cash Investments | $725,442 | $3,366,821 | ▲ $2,641,379 |
| Total Assets | $111,921,358 | $118,032,353 | ▲ $6,110,995 |
| Other Assets Total | $51,039 | $52,814 | ▲ $1,775 |
| Liabilities | |||
| Grants Payable | $1,875,001 | $2,385,546 | ▲ $510,545 |
| Accounts Payable and Accrued Expenses | $58,640 | $87,527 | ▲ $28,887 |
| Other Liabilities | $38,151 | $39,770 | ▲ $1,619 |
| Total Liabilities | $1,971,792 | $2,512,843 | ▲ $541,051 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $109,949,566 | $115,519,510 | ▲ $5,569,944 |
| Total Net Assets Fund Balance | $109,949,566 | $115,519,510 | ▲ $5,569,944 |
| Total Liabilities and Net Assets / Fund Balance | $111,921,358 | $118,032,353 | ▲ $6,110,995 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $33,175,481 | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Leanne Greeley Bond | Director of Grants & Programs | FT | $120,239 | $21,356 | $141,595 |
| Yvonne B Mumme | Chief Finance & Admin. Officer | FT | $120,312 | $14,482 | $134,794 |
| Edward MacKay | Chairman | PT | $40,000 | - | $40,000 |
| Judith B Wittenberg | Trustee | PT | $25,000 | - | $25,000 |
| Richard Freeland | Trustee | PT | $25,000 | - | $25,000 |
| Richard W Cost | Trustee | PT | $25,000 | - | $25,000 |
| Sister M Therese Antone | Trustee | PT | $25,000 | - | $25,000 |
Board Members and Trustees
| Name | Title |
|---|---|
| Peter K Davis | Trustee |
Highest Paid Contractors
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Wellington Management Company | Investment Consulting | 280 Congress Street, Boston, MA 02210 | $119,269 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $0
- Investment Income
- $3,859,473
- Other Revenue
- $208,205
- Change in Net Assets
- $-3,390,128
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $3,425,992
- Revenue Not Reported on Financial Statements
- $641,686
- Revenue Not Reported on Form 990
- $8,964,305
- Other Revenue Adjustments
- $208,205
- Total Revenue per Audited Statements
- $12,390,297
- Total Revenue per Form 990
- $4,067,678
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $6,310,505 |
| Salaries, Compensation, and Employee Benefits | $622,546 |
| Other Expenses | $524,755 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $6,310,505 | - | - | $6,310,505 |
| Fees for Service Investment Mgmnt Fees | - | $433,481 | - | $433,481 |
| Other Salaries and Wages | $177,208 | $102,150 | - | $279,358 |
| Current Officers, Directors, Trustees, and Key Employees | $119,000 | $155,704 | - | $274,704 |
| Payroll Taxes | $13,302 | $17,513 | - | $30,815 |
| Fees for Services Legal | - | $22,586 | - | $22,586 |
| Other Employee Benefits | $11,605 | $10,461 | - | $22,066 |
| Occupancy | $12,086 | $5,050 | - | $17,136 |
| Pension Plan Contributions | $14,413 | $1,190 | - | $15,603 |
| Fees for Services Accounting | - | $10,442 | - | $10,442 |
| Office Expenses | $7,423 | $2,664 | - | $10,087 |
| Information Technology | $7,389 | $1,090 | - | $8,479 |
| Insurance | $1,244 | $501 | - | $1,745 |
| Other Expenses | $458 | $676 | - | $1,134 |
| Travel | $1,041 | $85 | - | $1,126 |
| Conferences and Meetings | $496 | - | - | $496 |
| Total Functional Expenses | $6,679,959 | $777,847 | $0 | $7,457,806 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $7,457,806 |
| Total Expenses per Audited Statements | $6,820,353 |
| Expenses per Audited Statements | $6,816,120 |
| Expenses Not Reported on Financial Statements | $641,686 |
| Other Expense Adjustments | $208,205 |
| Expenses Not Reported on Form 990 | $4,233 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Salve Regina University | Newport, RI | 501(c)(3) | Aligning Curriculum, Mission, and Teaching through Targeted High-Impact Practices | $303,075 |
| University System of New Hampshire | Concord, NH | New Hampshire | Finance & Administrative Organizational Restructure Phase 3 | $300,000 |
| University of Maine System | Orono, ME | 501(c)(3) | Creating Culture Change through Collaboration | $297,000 |
| Lasell University | Newton, MA | 501(c)(3) | Career Readiness Through Connected Learning | $289,175 |
| Fitchburg State University | Fitchburg, MA | 501(c)(3) | Building a Comprehensive Model of Career Advising | $250,859 |
| Eastern Connecticut State University | Willimantic, CT | 501(c)(3) | Implementation of New Learning Outcomes in the Liberal Arts Core | $244,737 |
| College of Our Lady of the Elms | Chicopee, MA | 501(c)(3) | Experiential Learning Mastering Success - Real World Ready! Learning Initiative | $240,000 |
| University of New Haven | West Haven, CT | 501(c)(3) | Transforming Courses Through Open Pedagogy | $234,457 |
| Colby-Sawyer College | New London, NH | 501(c)(3) | Vocation and Practice Integration in the Curriculum | $219,583 |
| Roger Williams University | Bristol, RI | 501(c)(3) | Advancing a Community Engaged Core Curriculum | $207,049 |
| Wheaton College | Norton, MA | 501(c)(3) | Implementing a New Core Curriculum: Combining Tradition with Preparation for the Future | $200,000 |
| Southern New Hampshire University | Manchester, NH | 501(c)(3) | The Center for Project Based-Learning | $184,000 |
| Tufts University | Medford, MA | 501(c)(3) | Faculty Awakenings in a Time of Crisis | $153,968 |
| Central Connecticut State University | New Britain, CT | Connecticut | Improving and Expanding Campus-Wide General Education Assessment | $150,000 |
| Lasell University | Newton, MA | 501(c)(3) | LCMC Collaborative Programs Initiative - Phase 2: Scaling | $142,655 |
| Norwich University | Northfield, VT | 501(c)(3) | Building a Humanities-Centered Interdisciplinary Curriculum to Foster Citizen Scholars | $138,917 |
| Curry College | Milton, MA | 501(c)(3) | Building a Sustainable Simulated Participant Program for a Simulation-Based Education | $129,038 |
| University of Vermont | Burlington, VT | 501(c)(3) | The Catamount Core: Implementing Mission-Driven General Education | $126,200 |
| Endicott College | Beverly, MA | 501(c)(3) | News and Information Literacy | $113,762 |
| Maine College of Art | Portland, ME | 501(c)(3) | A New Learning Initiative for Student Success | $103,500 |
| University of Maine System University of Southern Maine Fiscal Sponsor fo | Portland, ME | Maine | Fusion Online Service Learning Project | $102,782 |
| University of Massachusetts System | Boston, MA | 501(c)(3) | Payroll Shared Services Design and Implementation Project | $100,000 |
| University of Saint Joseph | West Hartford, CT | 501(c)(3) | Universal Design for Learning Initiative | $96,970 |
| Wesleyan University | Middletown, CT | 501(c)(3) | Ideals into Practice | $69,000 |
| University System of New Hampshire Keene State College | Keene, NH | New Hampshire | Empowering Students to Design Integrated Learning Pathways Using the College-Wide Learning Outcomes Framework | $50,000 |
| Colleges of the Fenway | Boston, MA | 501(c)(3) | Health Care Design Program | $29,500 |
| Albertus Magnus College | New Haven, CT | 501(c)(3) | Developing Online Teaching Supports | $25,000 |
| Anna Maria College | Paxton, MA | 501(c)(3) | Faculty Peer Mentors for Digital Teaching | $25,000 |
| Babson College | Babson Park, MA | 501(c)(3) | Classroom Equipment for Distance Learning | $25,000 |
| Bates College | Lewiston, ME | 501(c)(3) | Distance Learning Technology | $25,000 |
| Becker College | Worcester, MA | 501(c)(3) | Faculty Online Teaching Support | $25,000 |
| Bennington College | Bennington, VT | 501(c)(3) | Classroom Upgrades for Hybrid Teaching | $25,000 |
| Bentley University | Waltham, MA | 501(c)(3) | Faculty Digital Innovators | $25,000 |
| Boston Architectural College | Boston, MA | 501(c)(3) | Faculty Development for Online Teaching | $25,000 |
| Bowdoin College | Brunswick, ME | 501(c)(3) | Online Teaching Development | $25,000 |
| Brandeis University | Waltham, MA | 501(c)(3) | Hybrid Teaching Institute | $25,000 |
| Bridgewater State University | Bridgewater, MA | Massachusetts | Online Teaching Resources | $25,000 |
| Brown University | Providence, RI | 501(c)(3) | Course Design Institute | $25,000 |
| Bryant University | Smithfield, RI | 501(c)(3) | Supporting Hybrid-Flex Model | $25,000 |
| Clark University | Worcester, MA | 501(c)(3) | Faculty Training and Professional Development Software | $25,000 |
| Colby College | Waterville, ME | 501(c)(3) | Undergraduate Learning Assistants | $25,000 |
| Colby-Sawyer College | New London, NH | 501(c)(3) | Videoconferencing and Technology Upgrades | $25,000 |
| College of the Holy Cross | Worcester, MA | 501(c)(3) | Enhancing LMS Infrastructure and Faculty Professional Development | $25,000 |
| Curry College | Milton, MA | 501(c)(3) | Classroom Audiovisual Upgrades | $25,000 |
| Dartmouth College | Hanover, NH | 501(c)(3) | Faculty Development for Online Student Engagement | $25,000 |
| Eastern Connecticut State University | Willimantic, CT | 501(c)(3) | Training and Equipment for Faculty Development | $25,000 |
| Endicott College | Beverly, MA | 501(c)(3) | Faculty Institutes and Other Development | $25,000 |
| Fairfield University | Fairfield, CT | 501(c)(3) | Developing Online Rubrics and Student Orientation | $25,000 |
| Fitchburg State University | Fitchburg, MA | 501(c)(3) | Open Educational Resources Faculty Committee | $25,000 |
| Franklin W Olin College of Engineering | Needham, MA | 501(c)(3) | Faculty Course Redevelopment and Workshops | $25,000 |
| Gordon College | Wenham, MA | 501(c)(3) | Instructional Designer and Professional Development | $25,000 |
| Hampshire College | Amherst, MA | 501(c)(3) | Faculty Development and Remote Learning Support | $25,000 |
| Johnson & Wales University | Providence, RI | 501(c)(3) | Train the Trainer Approach to LMS Development | $25,000 |
| Laboure College | Milton, MA | 501(c)(3) | Remote Teaching Support for Nursing and Other Faculty | $25,000 |
| Lasell University | Newton, MA | 501(c)(3) | Student Online and Hybrid Learning Support | $25,000 |
| Maine College of Art | Portland, ME | 501(c)(3) | Instructional Designer and Webinar Development | $25,000 |
| Maine Maritime Academy | Castine, ME | 501(c)(3) | Consulting and Training for Online Teaching | $25,000 |
| Merrimack College | North Andover, MA | 501(c)(3) | Faculty Ambassador Program | $25,000 |
| Mount Holyoke College | South Hadley, MA | 501(c)(3) | Software and Videoconferencing Equipment | $25,000 |
| Nichols College | Dudley, MA | 501(c)(3) | Faculty Trainings and Classroom Technology for Remote Technology | $25,000 |
| Northeastern University | Boston, MA | 501(c)(3) | NU Start | $25,000 |
| Providence College | Providence, RI | 501(c)(3) | Staffing and Technology for Impactful Online Teaching | $25,000 |
| Quinnipiac University | Hamden, CT | 501(c)(3) | Teaching and Learning Bootcamps | $25,000 |
| Rhode Island School of Design | Providence, RI | 501(c)(3) | Visual Collaboration Software | $25,000 |
| Rivier University | Nashua, NH | 501(c)(3) | Outfitting Classrooms for Remote Learning | $25,000 |
| Roger Williams University | Bristol, RI | 501(c)(3) | Synchronous Learning Technology | $25,000 |
| Sacred Heart University | Fairfield, CT | 501(c)(3) | SHU-Flex Course Delivery Model | $25,000 |
| Saint Anselm College | Manchester, NH | 501(c)(3) | Faculty Development Plan for Alternative Instruction Modes | $25,000 |
| Saint Michael's College | Colchester, VT | 501(c)(3) | Technology Planning and Investments | $25,000 |
| Salve Regina University | Newport, RI | 501(c)(3) | Implementing a Flexible Teaching and Learning Model | $25,000 |
| Smith College | Northampton, MA | 501(c)(3) | Technology to Enhance Teaching | $25,000 |
| Southern Connecticut State University | New Haven, CT | 501(c)(3) | Digital Field Placements | $25,000 |
| Sterling College | Craftsbury Common, VT | 501(c)(3) | Technology Upgrades for Remote and Hybrid Instruction | $25,000 |
| Stonehill College | Easton, MA | 501(c)(3) | Faculty Learning Community Facilitators | $25,000 |
| Suffolk University | Boston, MA | 501(c)(3) | Faculty Fellows in Multi-Modal Learning | $25,000 |
| Thomas College | Waterville, ME | 501(c)(3) | Faculty Professional Development Workshops | $25,000 |
| Unity College | Unity, ME | 501(c)(3) | Sustainable Education Business Unit in Hybrid Learning | $25,000 |
| University System of New Hampshire Granite State College | Concord, NH | New Hampshire | Faculty Development Micro-credential | $25,000 |
| University System of New Hampshire Keene State College | Keene, NH | New Hampshire | Faculty Professional Development and Technology Resources | $25,000 |
| University System of New Hampshire Plymouth State University | Plymouth, NH | New Hampshire | Online Teaching Curriculum | $25,000 |
| University of Maine System University of Maine | Orono, ME | 501(c)(3) | Faculty-Led Remote Learning Initiatives | $25,000 |
| University of New Hampshire | Durham, NH | 501(c)(3) | Online Resource Hub | $25,000 |
| University of Rhode Island | Kingston, RI | 501(c)(3) | New Faculty Teaching and Learning Orientation | $25,000 |
| University of Saint Joseph | West Hartford, CT | 501(c)(3) | Hybrid Flexible Pedagogy Workshops | $25,000 |
| University of Vermont | Burlington, VT | 501(c)(3) | Undergraduate Teaching Assistant Project | $25,000 |
| Vermont State College System Castleton University | Castleton, VT | Vermont | Summer Institute for Online Teaching | $25,000 |
| Vermont State Colleges System Vermont Technical College | Randolph Center, VT | Vermont | Hybrid and Remote Classes and Labs | $25,000 |
| Wellesley College | Wellesley, MA | 501(c)(3) | Faculty Development and Remote Learning Technologies | $25,000 |
| Wesleyan University | Middletown, CT | 501(c)(3) | Developing Online and Hybrid Course Materials | $25,000 |
| Western New England University | Springfield, MA | 501(c)(3) | Training and Equipment for Distance Learning | $25,000 |
| Wheaton College | Norton, MA | 501(c)(3) | Professional Development Workshops | $25,000 |
| Worcester Polytechnic Institute | Worcester, MA | 501(c)(3) | Faculty Champions for Online Learning | $25,000 |
| New England College | Henniker, NH | 501(c)(3) | Digital Collaboration Software | $24,875 |
| Framingham State University | Framingham, MA | 501(c)(3) | Access to Quality Matters Framework | $24,320 |
| Connecticut College | New London, CT | 501(c)(3) | Intensive Online Course Development | $22,410 |
| Emmanuel College | Boston, MA | 501(c)(3) | Zoom License and Hybrid Course Development | $22,400 |
| Trinity College | Hartford, CT | 501(c)(3) | Remote Delivery of Introductory Physics | $20,000 |
| Wentworth Institute of Technology | Boston, MA | 501(c)(3) | Supporting Applied Mathematics Faculty | $17,990 |
| Boston Library Consortium | Boston, MA | 501(c)(3) | Open Textbook Library Review | $10,000 |
| Norwich University | Northfield, VT | 501(c)(3) | Financial Literacy Program | $10,000 |
| Southern New Hampshire University | Manchester, NH | 501(c)(3) | Retention and Persistence Analysis and Interventions | $10,000 |
| University of Maine System University of Southern Maine | Portland, ME | 501(c)(3) | Open Educational Resources Initiatives | $10,000 |
| Norwich University | Northfield, VT | 501(c)(3) | Technology for Online Learning Support | $9,783 |
| Roger Williams University | Bristol, RI | 501(c)(3) | Financial Literacy and Value Focus Groups | $2,500 |
International Summary
- Offices
- 0
- Employees
- 0
- Spending
- $8,683,280
International Compliance
- Activity in boycott countries
- No
- Foreign corporation ownership
- Yes
- Foreign partnership interest
- No
- Interest in foreign trust
- No
- Passive foreign investment company interest
- No
- Transfers to foreign corporations
- Yes
International Activities
| Region | Activity | Services | Offices | Employees | Spending |
|---|---|---|---|---|---|
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | Investments | - | 0 | 0 | $8,683,280 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Due To Related Parties | $39,770 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Audit committee
- Yes
- Backup withholding compliance
- Yes
- Business relationship with 35% controlled entity
- No
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- Yes
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- Yes
- Other officer compensation reviewed
- Yes
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- No
- Key decisions subject to board approval
- No
- Management duties delegated
- No
Governance Explanations
Form 990, Part VI, Section A, line 4
“During 2020, the Organization removed Dartmouth College as a Representative Supported Organization and added Univeristy System of New Hampshire and Northeastern University.”
Form 990, Part VI, Section A, line 8B
“There are no committees with authority to act on behalf of the governing body.”
Form 990, Part VI, Section B, line 11B
“Prior to filing, the Chief Finance and Administrative Officer (CFAO) reviews the 990 in detail, comparing it to the audited financial statements and other records for accuracy, and comparing it to the prior year filing to make sure any large variances or changes to responses are accurate. Any questions or concerns are resolved with the independent CPA firm who prepared the return. The CFAO provides a copy of the final draft to the Board Chair, highlighting any unusual items or changes from prior years. The Board Chair reviews the final draft just prior to filing to ensure responses are consistent with financial reporting, governance practices and activities of the foundation, resolving any questions with the CFAO.”
Form 990, Part VI, Section B, line 12C
“The trustees disclose potential conflicts of interest annually. The disclosures are identified on a conflict of interest disclosure form. At the time the form is completed, the trustees discuss the disclosures to ensure no conflicts of interest exist. Trustees abstain from voting if a conflict exists.”
Form 990, Part VI, Section B, line 15
“Employee performance and salary reviews are conducted annually on the anniversary of employment and consist of: a performance review, a determination of whether the employee's salary is consistent within the industry, and a determination as to whether the yearly increases reflect merit, inflation, and/or changes of responsibilities. The employee will provide a narrative of accomplishments over the past year and a description of goals for the upcoming year.”
Form 990, Part VI, Section C, line 19
“The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”
Form 990, Page 7, Part VII:
“Five of six trustees of the Davis Educational Foundation receive trustee fees annually. Peter Davis is a family member and does not receive any compensation from the Foundation in any form. The Davis Educational Foundation supports payment of trustee fees because of the significant work necessary when evaluating applicants. The trustees conduct site visits for colleges/universities seeking funding, and therefore, they travel throughout New England. Site visits are conducted by trustees in order to properly evaluate the grantee applications. The Organization contends that these payments do not impair the independence of its trustees.”
Filing and Contact Details
Filer
- Filer Name
- Davis Educational Foundation
- EIN
- 04-2864042
- Phone
- 2078469132
- Address
- 30 Forest Falls Drive No 5, Yarmouth, ME 04096
Signing Officer
- Name
- Yvonne B Mumme
- Title
- Chief Finance and Admin Officer
- Phone
- 2078469132
- Signed
- 2021-10-20
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Yvonne B Mumme
- Formed
- 1985
- Legal Domicile
- Ma
- Voting Board Members
- 6
- Independent Board Members
- 6
- Employees
- 5
- Volunteers
- 1
Preparer
- Firm
- Berry Dunn McNeil & Parker LLC
- Address
- PO BOX 1100, Portland, ME 04104-1100
- Preparer
- Joseph R Byrne
- Phone
- 2077752387
Supplemental Narrative
Additional Explanations
Schedule A, Part I, Line 11:
“Per the declaration of trust, a majority of the trustees shall be appointed by the representative supported organization. The trustees determine the recipients of the Davis Educational Foundation grants each year.”
Financial Statement Notes
Part XI, Line 2D - Other Adjustments:
“FFCRA Tax Credit 4,233.”
Part XI, Line 4B - Other Adjustments:
“Management Fees 189,715. Prior Year Grant Recovery 18,490.”
Part XII, Line 2D - Other Adjustments:
“FFCRA Tax Credit 4,233.”
Part XII, Line 4B - Other Adjustments:
“Management Fees 189,715. Prior Year Grant Recovery 18,490.”
Raw XML AppendixShowing 400 of 1,489 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 87527 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | Awards Grants |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Yvonne Mumme |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2078469132 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 30 Forest Falls Drive No 5 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Yarmouth |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | ME |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 04096 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
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| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
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| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 155704 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 119000 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 274704 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
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| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 496 |
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| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
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| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | Boston |
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| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | Wellington Management Company |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | Investment Consulting |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
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| IRS990/CYInvestmentIncomeAmt | 0 | 3859473 |
| IRS990/CYOtherExpensesAmt | 0 | 524755 |
| IRS990/CYOtherRevenueAmt | 0 | 208205 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -3390128 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 622546 |
| IRS990/CYTotalExpensesAmt | 0 | 7457806 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 4067678 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | Grants made to colleges and universities in New England from organization assets, including direct investment related costs. See Schedule I for 2020 grants approved. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 5 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 6679959 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 10442 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 10442 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 22586 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 22586 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 433481 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 433481 |
| IRS990/ForeignActivitiesInd | 0 | 1 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 12.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 8.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 8.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 8.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 8.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 8.00 |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 21356 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 14482 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Leanne Greeley Bond |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Yvonne B Mumme |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Edward MacKay |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Sister M Therese Antone |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Richard W Cost |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Richard Freeland |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Judith B Wittenberg |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Peter K Davis |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 120239 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 120312 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 40000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 25000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 25000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 25000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 25000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Director of Grants & Programs |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Chief Finance & Admin. Officer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Chairman |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Trustee |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 0 |
| IRS990/Form990TFiledInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1985 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 3352176 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantAmt | 0 | 6310505 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 1875001 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 2385546 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 6310505 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 6310505 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 17306185 |
| IRS990/GrossReceiptsAmt | 0 | 18021687 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 1090 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 7389 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 8479 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 501 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 1244 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 1745 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 499405 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 507297 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 7892 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 30398321 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 33175481 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 80746556 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 81437237 |
| IRS990/IRPDocumentCnt | 0 | 7 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | MA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 13954009 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | To strengthen the undergraduate programs of public and private, regionally accredited baccalaureate degree granting colleges and universities located in New England through grants. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 109949566 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 115519510 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 3352176 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 3352176 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 6892 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 8960072 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 109949566 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 115519510 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 5050 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 12086 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 17136 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 2664 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 7423 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 10087 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 51039 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 52814 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 10461 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 11605 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 22066 |
| IRS990/OtherExpensesGrp/Desc | 0 | UBI Taxes |
| IRS990/OtherExpensesGrp/Desc | 1 | Dues |
| IRS990/OtherExpensesGrp/Desc | 2 | Miscellaneous |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 12979 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 1275 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 676 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 3789 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 458 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 12979 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 5064 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 1134 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 38151 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 39770 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | Management Fees |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | Prior Year Grant Recovery |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 189715 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 18490 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 189715 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 18490 |
| IRS990/OtherRevenueTotalAmt | 0 | 208205 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 102150 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 177208 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 279358 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 17513 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 13302 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 30815 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 1190 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 14413 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 15603 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | Yvonne B Mumme |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 2509133 |
| IRS990/PYInvestmentIncomeAmt | 0 | -503335 |
| IRS990/PYOtherExpensesAmt | 0 | 497834 |
| IRS990/PYOtherRevenueAmt | 0 | 197416 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -3885587 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 572701 |
| IRS990/PYTotalExpensesAmt | 0 | 3579668 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | -305919 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -3390128 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 1 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 18490 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 725442 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 3366821 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | 1 |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | 1 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | The supported organizations identified in Form 990, Schedule A, Part I appoint trustees who represent the charitable class benefited by the mission of the Organization and its supported organizations. These same trustees have a majority vote on the Organization's board and approve all granting decisions. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | Part IV, Section B, Line 2 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 3 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 3 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 042103637 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 1 | 041679980 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 2 | 026000937 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 1 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 2 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 1 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 2 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 1 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 2 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 25000 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 1 | 25000 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 2 | 300000 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | Wellesley College |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 1 | Northeastern University |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 2 | University System of New Hampshire |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType1Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 350000 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 4233 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 641686 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 6816120 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 433481 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 433481 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 8960072 |
| IRS990ScheduleD/OtherExpensesIncludedAmt | 0 | 4233 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 208205 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 39770 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | Due To Related Parties |
| IRS990ScheduleD/OtherRevenueAmt | 0 | 4233 |
| IRS990ScheduleD/OtherRevenuesNotIncludedAmt | 0 | 208205 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 33175481 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | LLC and Limited Partnership Interests |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 8964305 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 641686 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 3425992 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | FFCRA Tax Credit 4,233. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | Management Fees 189,715. Prior Year Grant Recovery 18,490. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 2 | FFCRA Tax Credit 4,233. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 3 | Management Fees 189,715. Prior Year Grant Recovery 18,490. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part XI, Line 2d - Other Adjustments: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part XI, Line 4b - Other Adjustments: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Part XII, Line 2d - Other Adjustments: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Part XII, Line 4b - Other Adjustments: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 33175481 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 7457806 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 39770 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 4067678 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 12390297 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 6820353 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt | 0 | 0 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt | 0 | 0 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt | 0 | 8683280 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt | 0 | Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt | 0 | Investments |
| IRS990ScheduleF/BoycottCountriesInd | 0 | 0 |
| IRS990ScheduleF/ContinuationSpentAmt | 0 | 0 |
| IRS990ScheduleF/ContinuationTotalEmployeeCnt | 0 | 0 |
| IRS990ScheduleF/ContinuationTotalOfficeCnt | 0 | 0 |
| IRS990ScheduleF/ForeignCorpOwnershipInd | 0 | 1 |
| IRS990ScheduleF/ForeignPartnershipInd | 0 | 0 |
| IRS990ScheduleF/InterestInForeignTrustInd | 0 | 0 |
| IRS990ScheduleF/PassiveForeignInvestmestCoInd | 0 | 0 |
| IRS990ScheduleF/SubtotalEmployeesCnt | 0 | 0 |
| IRS990ScheduleF/SubtotalOfficesCnt | 0 | 0 |
| IRS990ScheduleF/SubtotalSpentAmt | 0 | 8683280 |
| IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part III Accounting Method: |
| IRS990ScheduleF/TotalEmployeeCnt | 0 | 0 |
| IRS990ScheduleF/TotalOfficeCnt | 0 | 0 |
| IRS990ScheduleF/TotalSpentAmt | 0 | 8683280 |
| IRS990ScheduleF/TransferToForeignCorpInd | 0 | 1 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 25000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 25000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 2 | 25000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 3 | 25000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 4 | 25000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 5 | 25000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 6 | 25000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 7 | 25000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 8 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 9 | 25000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 10 | 25000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 11 | 25000 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $118,032,353
- Liabilities
- $2,512,843
- Net assets
- $115,519,510
- Revenue
- $4,067,678
- Expenses
- $7,457,806
- Net income
- -$3,390,128