Civic Intelligence

Barr Foundation

990PF • Fiscal year 2024 • EIN 04-6579815

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 17, 2025

Organization Profile
Two Atlantic AvenueBoston, MA 02110

(617) 854-3500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

10th percentile

0.01x

Higher debt load relative to assets than 10% of similar nonprofits.

2024 filings • $1B+ nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.08x

Higher debt load relative to revenue than 13% of similar nonprofits.

2024 filings • $1B+ nonprofits • Source year 2024

Net Margin

23rd percentile

0.1%

Higher net margin than 23% of similar nonprofits.

2024 filings • $1B+ nonprofits • Source year 2024

Top Officer Pay

31st percentile

$872,842

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2024 filings • $1B+ nonprofits • Source year 2024

Asset Growth

17th percentile

0.1%

Faster asset growth than 17% of similar nonprofits.

2024 filings • $1B+ nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

25%

Faster revenue growth than 78% of similar nonprofits.

2024 filings • $1B+ nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$1,906,661,280

Up $2,587,357 (+0.1%) from 2023

Net Assets

$1,891,663,613

No earlier filing loaded for comparison.

Liabilities

Up

$14,997,667

Up $2,430,046 (+19%) from 2023

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin23rd percentile

Revenue

Up

$191,760,040

Up $38,473,475 (+25%) from 2023

Expenses

Up

$191,602,729

Up $13,221,594 (+7.4%) from 2023

Net Income

Up

$157,311

Up $25,251,881 (+101%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0B$1.5B$1.0B$500M$0Assets 2011: $814,360,219Liabilities 2011: $7,894,9512011Assets 2012: $932,210,188Liabilities 2012: $8,117,3122012Assets 2013: $1,009,237,456Liabilities 2013: $11,637,9612013Assets 2014: $1,147,932,188Liabilities 2014: $11,395,2272014Assets 2015: $1,175,838,409Liabilities 2015: $10,852,1712015Assets 2019: $1,512,152,203Liabilities 2019: $8,043,8242019Assets 2020: $1,544,083,441Liabilities 2020: $21,961,011Net Assets 2020: $1,522,122,4302020Assets 2021: $1,838,977,066Liabilities 2021: $25,198,954Net Assets 2021: $1,813,778,1122021Assets 2022: $1,929,105,176Liabilities 2022: $12,504,304Net Assets 2022: $1,916,600,8722022Assets 2023: $1,904,073,923Liabilities 2023: $12,567,6212023Assets 2024: $1,906,661,280Liabilities 2024: $14,997,667Net Assets 2024: $1,891,663,6132024

Highlighted filing

2024

Assets$1,906,661,280
Liabilities$14,997,667
Net Assets$1,891,663,613
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600M$400M$200M$0-$200MRevenue 2011: $78,303,028Expenses 2011: $73,040,263Net Income 2011: $5,262,7652011Revenue 2012: $195,383,656Expenses 2012: $77,756,048Net Income 2012: $117,627,6082012Revenue 2013: $152,147,501Expenses 2013: $78,640,882Net Income 2013: $73,506,6192013Revenue 2014: $210,074,892Expenses 2014: $71,137,426Net Income 2014: $138,937,4662014Revenue 2015: $111,200,184Expenses 2015: $82,750,907Net Income 2015: $28,449,2772015Revenue 2019: $321,734,114Expenses 2019: $121,182,311Net Income 2019: $200,551,8032019Revenue 2020: $284,380,586Expenses 2020: $266,366,535Net Income 2020: $18,014,0512020Revenue 2021: $449,148,867Expenses 2021: $157,493,185Net Income 2021: $291,655,6822021Revenue 2022: $269,268,699Expenses 2022: $166,445,939Net Income 2022: $102,822,7602022Revenue 2023: $153,286,565Expenses 2023: $178,381,135Net Income 2023: -$25,094,5702023Revenue 2024: $191,760,040Expenses 2024: $191,602,729Net Income 2024: $157,3112024

Highlighted filing

2024

Revenue$191,760,040
Expenses$191,602,729
Net Income$157,311
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES CANALES - SEE STATEMENT 16President And TrusteeFT$820,269$52,573$872,842
AMOS B HOSTETTER JRTrusteePT$0--
BARBARA W HOSTETTERChair And TrusteePT$0--
DR M LEE PELTONTrustee-$0--
SUE TIERNEYTrustee-$0--
CAROLINE H WALSHTrustee-$0--
VANESSA CALDERON-ROSADOTrustee-$0--
MARK EDWARDSTrustee-$0--
TRACY PALANDJIANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Barr Foundation
EIN
04-6579815
Phone
6178543500
Address
TWO ATLANTIC AVENUE, BOSTON, MA 02110

Signing Officer

Name
James Canales
Title
President & Trustee
Phone
6178543500
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Raphael and Raphael Llp
Address
165 THORNDIKE STREET SUITE 5001, LOWELL, MA 01852
Preparer
Garry T Nichol
Phone
6173570100
Raw XML AppendixShowing 400 of 9,119 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0134583
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0134583
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
CompensationExplanation/CompensationExplanationGrp/PersonNm0JAMES CANALES
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0MR. CANALES IS AN EMPLOYEE OF PILOT HOUSE ASSOCIATES, LLC ("PHA") AND DEVOTES MORE THAN 50% OF HIS TIME TO BARR FOUNDATION MATTERS. ACCORDINGLY (AS DESCRIBED IN STATEMENT 20), MR. CANALES IS CONSIDERED TO BE BARR STAFF. THE AMOUNT BARR PAID TO PHA AS COMPENSATION FOR MR. CANALES IS REPRESENTED IN LINE 1 COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, ETC. AS PART OF HIS FULL-TIME EMPLOYMENT, MR. CANALES ALLOCATES A RELATIVELY SMALL PORTION OF HIS TIME TO PHA FOR WHICH HE IS SEPARATELY COMPENSATED BY PHA.
EmployeeCompensationExpln/EmployeeCompExplanationGrp/EmployeeNm0COMPENSATION OF 5 HIGHEST-PAID EMPL
EmployeeCompensationExpln/EmployeeCompExplanationGrp/ExplanationTxt0SEE STATEMENT 20 REGARDING PAYMENTS BY BARR FOUNDATION TO PILOT HOUSE ASSOCIATES, LLC ("PHA") FOR GRANTMAKING AND OTHER SERVICES PROVIDED TO BARR BY PHA EMPLOYEES, INCLUDING THOSE CONSIDERED TO BE BARR STAFF BECAUSE THEY DEVOTE 50% OR MORE OF THEIR TIME TO BARR MATTERS. THE FIVE HIGHEST PAID EMPLOYEES NOTED ABOVE, AND THOSE INCLUDED IN THE TOTAL NUMBER OF OTHER EMPLOYEES PAID OVER $50,000, ARE ALL CONSIDERED BARR STAFF AS DESCRIBED IN STATEMENT 20.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0TO THE KNOWLEDGE OF THE GRANTOR NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1TO THE KNOWLEDGE OF THE GRANTOR NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt2TO THE KNOWLEDGE OF THE GRANTOR NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt3TO THE KNOWLEDGE OF THE GRANTOR NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt4TO THE KNOWLEDGE OF THE GRANTOR NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt5TO THE KNOWLEDGE OF THE GRANTOR NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt6TO THE KNOWLEDGE OF THE GRANTOR NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt7TO THE KNOWLEDGE OF THE GRANTOR NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt8TO THE KNOWLEDGE OF THE GRANTOR NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt9TO THE KNOWLEDGE OF THE GRANTOR NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt10TO THE KNOWLEDGE OF THE GRANTOR NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt11TO THE KNOWLEDGE OF THE GRANTOR NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt12TO THE KNOWLEDGE OF THE GRANTOR NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt13TO THE KNOWLEDGE OF THE GRANTOR NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt14TO THE KNOWLEDGE OF THE GRANTOR NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt15TO THE KNOWLEDGE OF THE GRANTOR NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0ABUNDANT HOUSING
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1ABUNDANT HOUSING
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt2ATTUNED EDUCATION PARTNERS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt3BOSTON GLOBE MEDIA PARTNERS LLC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt4BOSTON GLOBE MEDIA PARTNERS LLC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt5BOSTON GLOBE MEDIA PARTNERS LLC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt6BOSTON GLOBE MEDIA PARTNERS LLC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt7CARIBE COMMUNICATIONS & PUBLICATIONS INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt8CARIBE COMMUNICATIONS & PUBLICATIONS INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt9FOUNDATION FOR BUSINESS EQUITY INC (NOW NECTAR COMMUNITY INVESTMENTS INC)
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt10FOUNDATION FOR BUSINESS EQUITY INC (NOW NECTAR COMMUNITY INVESTMENTS INC)
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt11THE HYAMS FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt12THE HYAMS FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt13THE LAWRENCE AND LILLIAN SOLOMON FOUNDATION INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt14THE LAWRENCE AND LILLIAN SOLOMON FOUNDATION INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt15TRANSITCENTER INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt0REPORT EXPECTED ON DECEMBER 31, 2025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt1REPORT EXPECTED ON DECEMBER 31, 2025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt2REPORT EXPECTED ON AUGUST 29, 2025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt3FEBRUARY 26, 2025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt4DECEMBER 19, 2024
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt5JANUARY 15, 2025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt6REPORT EXPECTED ON MAY 15, 2025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt7JANUARY 29, 2025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt8MARCH 4, 2024
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt9JANUARY 31, 2025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt10MAY 30, 2024
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt11REPORT EXPECTED ON AUGUST 29, 2025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt12JUNE 24, 2024
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt13JANUARY 31, 2025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt14DECEMBER 2, 2024
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt15JANUARY 31, 2024
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt0400000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt1450000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt2190000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt3400000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt4750000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt5400000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt6400000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt750000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt850000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt9500000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt10500000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt11400000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt12375000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt13400000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt14400000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt1525000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02024-12-13
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12023-11-17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt22024-12-20
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt32022-11-18
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt42022-11-18
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt52024-01-19
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt62024-12-20
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt72024-02-16
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt82023-03-17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt92024-07-19
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt102023-07-21
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt112024-07-19
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt122023-06-23
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt132024-12-13
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt142023-11-17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt152023-08-18
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0TO SUPPORT MBTA COMMUNITIES ORGANIZING, ADVOCACY, AND COMMUNICATIONS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1TO SUPPORT MBTA COMMUNITIES ORGANIZING, ADVOCACY, AND COMMUNICATIONS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2TO SUPPORT THE BOSTON PUBLIC SCHOOLS PROCESS TO REVIEW AND PLAN FOR THE FUTURE OF THE DISTRICT'S EDUCATION OPTIONS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3TO CONTINUE TO SUPPORT "THE GREAT DIVIDE"
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt4TO SUPPORT THE BOSTON GLOBE'S RACIAL WEALTH EQUITY COVERAGE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt5TO CONTINUE SUPPORT FOR THE GREAT DIVIDE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt6TO SUPPORT THE BOSTON GLOBE'S RACIAL WEALTH EQUITY COVERAGE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt7TO SUPPORT A CAMPAIGN TO AMPLIFY PUBLIC TRANSPORTATION INFORMATION TO SPANISH-SPEAKING TRANSIT RIDERS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt8TO SUPPORT A CAMPAIGN TO AMPLIFY PUBLIC TRANSPORTATION INFORMATION TO SPANISH-SPEAKING TRANSIT RIDERS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt9TO SUPPORT COMMUNITY AND ECONOMIC DEVELOPMENT PROGRAMMING
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt10TO SUPPORT COMMUNITY AND ECONOMIC DEVELOPMENT PROGRAMMING
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt11TO SUPPORT MOVEMENT BUILDING INFRASTRUCTURE FOR CLIMATE JUSTICE IN MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt12TO SUPPORT MOVEMENT BUILDING INFRASTRUCTURE FOR CLIMATE JUSTICE IN MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt13TO SUPPORT A RE-GRANTING AND TECHNICAL ASSISTANCE PROGRAM FOR GREENWAYS IN GREATER BOSTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt14TO SUPPORT A RE-GRANTING AND TECHNICAL ASSISTANCE PROGRAM FOR GREENWAYS IN GREATER BOSTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt15TO SUPPORT TRANSITCENTER'S LEADERSHIP TRANSITION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0ABUNDANT HOUSING IS ON TRACK TO SPEND DOWN THE $400,000 PAYMENT RECEIVED ON DECEMBER 13, 2024. WE EXPECT A FULL AND COMPLETE GRANT REPORT TO SHOW THAT EXPENDITURES FOR THE PAYMENT LISTED ABOVE HAVE BEEN FULLY EXPENDED AND HAVE BEEN PROPERLY USED TO SUPPORT THE GRANT ON DECEMBER 31, 2025. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1ABUNDANT HOUSING SUBMITTED AN INTERIM REPORT ON JANUARY 31, 2025 THAT SHOWED THAT THE FUNDS ASSOCIATED WITH THE $450,000 PAYMENT MADE ON NOVEMBER 17, 2023 HAVE BEEN FULLY EXPENDED AND HAVE BEEN PROPERLY USED TO SUPPORT THE GRANT. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2ATTUNED EDUCATION PARTNERS IS ON TRACK TO SPEND DOWN THE $190,000 PAYMENT RECEIVED ON DECEMBER 20, 2024. WE EXPECT A FULL AND COMPLETE GRANT REPORT TO SHOW THAT EXPENDITURES FOR THE PAYMENT LISTED ABOVE HAVE BEEN FULLY EXPENDED AND HAVE BEEN PROPERLY USED TO SUPPORT THE GRANT ON AUGUST 29, 2025. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt3BOSTON GLOBE MEDIA PARTNERS, LLC SUBMITTED A FINAL REPORT ON FEBRUARY 26, 2025 THAT SHOWED THAT THE FUNDS ASSOCIATED WITH THE $400,000 PAYMENT MADE ON NOVEMBER 18, 2022 HAVE BEEN FULLY EXPENDED AND HAVE BEEN PROPERLY USED TO SUPPORT THE GRANT. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt4BOSTON GLOBE MEDIA PARTNERS, LLC SUBMITTED A FINAL REPORT ON DECEMBER 19, 2024 THAT SHOWED THAT THE FUNDS ASSOCIATED WITH THE $750,000 PAYMENT MADE ON NOVEMBER 18, 2022 HAVE BEEN FULLY EXPENDED AND HAVE BEEN PROPERLY USED TO SUPPORT THE GRANT. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt5BOSTON GLOBE MEDIA PARTNERS, LLC SUBMITTED AN INTERIM REPORT ON JANUARY 15, 2025 TO SHOW THEY ARE ON TRACK TO SPEND DOWN THE $400,000 PAYMENT RECEIVED ON JANUARY 19, 2024. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt6BOSTON GLOBE MEDIA PARTNERS, LLC IS ON TRACK TO SPEND DOWN THE $400,000 PAYMENT RECEIVED ON DECEMBER 20, 2024. WE EXPECT A FULL AND COMPLETE GRANT REPORT TO SHOW THAT EXPENDITURES FOR THE PAYMENT LISTED ABOVE HAVE BEEN FULLY EXPENDED AND HAVE BEEN PROPERLY USED TO SUPPORT THE GRANT ON MAY 15, 2025. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt7CARIBE COMMUNICATIONS & PUBLICATIONS, INC. SUBMITTED A REPORT ON JANUARY 29, 2025 AND THE $50,000 PAYMENT MADE ON FEBRUARY 16, 2024 HAS BEEN FULLY EXPENDED AND HAS BEEN PROPERLY USED TO SUPPORT THE GRANT. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt8CARIBE COMMUNICATIONS & PUBLICATIONS, INC. SUBMITTED A FULL AND COMPLETE REPORT ON MARCH 4, 2024 THAT SHOWED THAT THE FUNDS ASSOCIATED WITH THE $50,000 PAYMENT MADE ON MARCH 17, 2023 WERE FULLY EXPENDED AND HAVE BEEN PROPERLY USED TO SUPPORT THE GRANT. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt9FOUNDATION FOR BUSINESS EQUITY, INC. SUBMITTED AN INTERIM REPORT ON JANUARY 31, 2025 THAT SHOWED THAT THE FUNDS ASSOCIATED WITH THE $500,000 PAYMENT MADE ON JULY 19, 2024 HAVE BEEN FULLY EXPENDED AND HAVE BEEN PROPERLY USED TO SUPPORT THE GRANT. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt10FOUNDATION FOR BUSINESS EQUITY, INC. SUBMITTED A FULL AND COMPLETE REPORT ON MAY 30, 2024 THAT SHOWED THAT THE FUNDS ASSOCIATED WITH THE $500,000 PAYMENT MADE ON JULY 21, 2023 HAVE BEEN FULLY EXPENDED AND HAVE BEEN PROPERLY USED TO SUPPORT THE GRANT. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt11THE HYAMS FOUNDATION IS ON TRACK TO SPEND DOWN THE $400,000 PAYMENT RECEIVED ON JULY 19, 2024. WE EXPECT A FULL AND COMPLETE GRANT REPORT TO SHOW THAT EXPENDITURES FOR THE PAYMENT LISTED ABOVE HAVE BEEN FULLY EXPENDED AND HAVE BEEN PROPERLY USED TO SUPPORT THE GRANT ON AUGUST 29, 2025. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt12THE HYAMS FOUNDATION SUBMITTED A FULL AND COMPLETE REPORT ON JUNE 24, 2024 THAT SHOWED THAT THE FUNDS ASSOCIATED WITH THE $375,000 PAYMENT MADE ON JUNE 23, 2023 HAVE BEEN FULLY EXPENDED AND HAVE BEEN PROPERLY USED TO SUPPORT THE GRANT. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt13THE LAWRENCE AND LILLIAN SOLOMON FOUNDATION, INC. SUBMITTED A FULL AND COMPLETE REPORT ON JANUARY 31, 2025 THAT SHOWED THAT THE FUNDS ASSOCIATED WITH THE PAYMENT OF $400,000 ON DECEMBER 13, 2024 HAVE BEEN FULLY EXPENDED AND HAVE BEEN PROPERLY USED TO SUPPORT THE GRANT. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt14THE LAWRENCE AND LILLIAN SOLOMON FOUNDATION, INC. SUBMITTED A FULL AND COMPLETE REPORT ON DECEMBER 2, 2024 AND THE FUNDS ASSOCIATED WITH THE $400,000 PAYMENT MADE ON NOVEMBER 17, 2023 HAVE BEEN FULLY EXPENDED AND HAVE BEEN PROPERLY USED TO SUPPORT THE GRANT. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt15TRANSITCENTER, INC. SUBMITTED A FULL AND COMPLETE REPORT ON JANUARY 31, 2024 THAT SHOWED THAT THE FUNDS ASSOCIATED WITH THE PAYMENT OF $25,000 PAID ON AUGUST 18, 2023 HAVE BEEN FULLY EXPENDED AND HAVE BEEN PROPERLY USED TO SUPPORT THE GRANT. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt052 WELD HILL STREET
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt152 WELD HILL STREET
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt2716 VALLEY ROAD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt3ONE EXCHANGE PLACE SUITE 201
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt4ONE EXCHANGE PLACE SUITE 201
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt5ONE EXCHANGE PLACE SUITE 201
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt6ONE EXCHANGE PLACE SUITE 201
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt7175 MCCLELLAN HIGHWAY SUITE 1A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt8175 MCCLELLAN HIGHWAY SUITE 1A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt950 ISLAND STREET ENTRY B SUITE 103
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt1050 ISLAND STREET ENTRY B SUITE 103
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt1189 SOUTH STREET SUITE 404
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt1289 SOUTH STREET SUITE 404
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt1310 LAUREL AVENUE SUITE 200
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt1410 LAUREL AVENUE SUITE 200
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt151 WHITEHALL STREET 17TH FLOOR
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0JAMAICA PLAIN
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm1JAMAICA PLAIN
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm2MONTCLAIR
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm3BOSTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm4BOSTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm5BOSTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm6BOSTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm7BOSTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm8BOSTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm9LAWRENCE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm10LAWRENCE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm11BOSTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm12BOSTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm13WELLESLEY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm14WELLESLEY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm15NEW YORK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0MA
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd8MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd9MA
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd12MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd13MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd14MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd15NY
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd502109
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd602109
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd702128
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd802128
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd901840
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1001840
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1102111
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1202111
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1302481
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1402481
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd1510004
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART I, LINE 23, OTHER EXPENSES
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1PART II, BALANCE SHEETS
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2PART IV, CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc3PART XIV, LINE 3A
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0PAYMENTS TO PILOT HOUSE ASSOCIATES, LLC
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1BOOK VALUE
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt2LIST OF GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0ALL PERSONNEL PROVIDING SERVICES TO BARR FOUNDATION ARE EMPLOYEES OF PILOT HOUSE ASSOCIATES, LLC ("PHA"). BARR MAKES PAYMENTS TO PHA FOR THE SERVICES OF PHA EMPLOYEES WHO PERFORM SERVICES FOR BARR THAT ARE REASONABLE AND NECESSARY TO THE CONDUCT OF BARR'S CHARITABLE FUNCTIONS. PHA EMPLOYEES WHO DEVOTE 50% OR MORE OF THEIR TIME TO BARR MATTERS ARE CONSIDERED BY BARR TO BE BARR STAFF.PAYMENTS TO PHA NOTED ABOVE AND INCLUDED IN PART I, LINE 23 ARE FOR SERVICES PROVIDED BY PHA EMPLOYEES WHO DEVOTE LESS THAN 50% OF THEIR TIME TO BARR FOUNDATION MATTERS AND THEREFORE ARE NOT CONSIDERED TO BE BARR STAFF. PAYMENTS BY BARR TO PHA WITH RESPECT TO PHA'S EMPLOYEES WHO ARE CONSIDERED TO BE BARR STAFF ARE INSTEAD REPORTED AS COMPENSATION IN PART I, LINES 13 THROUGH 15.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1"BOOK VALUE" REFERS TO THE ORIGINAL AMOUNTS AT WHICH ASSETS, LIABILITIES, AND NET ASSETS ARE RECOGNIZED AND SUBSEQUENTLY ADJUSTED FOR FINANCIAL REPORTING PURPOSES.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2A TOTAL NET CAPITAL GAIN OF $946,977 WAS REPORTED TO THE FOUNDATION AS UNRELATED BUSINESS TAXABLE INCOME ("UBTI") FROM PASS-THROUGH INVESTMENTS. FOR BOOK PURPOSES, NET UBTI CAPITAL GAINS WERE REPORTED WITH A GROSS SALES PRICE EQUAL TO NET GAIN AND A COST BASIS OF ZERO.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt3CURRENT YEAR GRANTS AND CONTRIBUTIONS PAID ARE SORTED ALPHABETICALLY BY RECIPIENT.TOTAL CHARITABLE CONTRIBUTIONS ALLOCATED FROM PASS-THROUGH INVESTMENTS ON SCHEDULE K-1 ARE REPORTED AS GRANT (903).ALL GRANTS APPROVED FOR FUTURE PAYMENTS ARE SUBJECT TO CONTINGENCIES.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt055785511
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt124507653
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23882
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2CROWDSTRIKE HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ROBINHOOD MARKETS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESTMENTS IN LIMITED PARTNERSHIPS - LONG ONLY INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1INVESTMENTS IN LIMITED PARTNERSHIPS - PRIVATE EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2INVESTMENTS IN LIMITED PARTNERSHIPS - REAL ASSETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3INVESTMENTS IN LIMITED PARTNERSHIPS - HEDGE INVESTMENTS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5263067
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6601401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt797753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8242420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9285173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-182716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt113074209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-901192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-183435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14266558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1513793306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt161442619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17150775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt181610892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt194946079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt201398979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt212970963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2270681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt235498140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24860053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25-378482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2698482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2779738
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28134809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29304395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt182810183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21078580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt32973383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4963925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5263067
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6601401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt797753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8242420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9285173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-182716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt113074209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-901192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-183435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14266558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1513793306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt161442619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17150775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt181610892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt194946079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt201398979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt212970963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2270681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt235498140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24860053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25-378482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2698482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2779738
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt28134809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt29304395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0946977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt182810183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt29352323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33281942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42662123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5382102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6667757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt76812848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt83187152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9348687
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10591959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt116073676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1232745000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt132259914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14474229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1520771352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt162489927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17165645

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,906,661,280
Liabilities
$14,997,667
Net assets
$1,891,663,613
Revenue
$191,760,040
Expenses
$191,602,729
Net income
$157,311
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,907$15.0$1,892$192$192$0.16
2023Detailed filing. Detailed filing data is available for this year.$1,904$12.6$153$178$25.1
2022Detailed filing. Detailed filing data is available for this year.$1,929$12.5$1,917$269$166$103
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,839$25.2$1,814$449$157$292
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,544$22.0$1,522$284$266$18.0
2019Summary only. Only limited summary data is available for this year.$1,512$8.04$322$121$201
2015Summary only. Only limited summary data is available for this year.$1,176$10.9$111$82.8$28.4
2014Summary only. Only limited summary data is available for this year.$1,148$11.4$210$71.1$139
2013Summary only. Only limited summary data is available for this year.$1,009$11.6$152$78.6$73.5
2012Summary only. Only limited summary data is available for this year.$932$8.12$195$77.8$118
2011Summary only. Only limited summary data is available for this year.$814$7.89$78.3$73.0$5.26